difference between literature review references

Researching and writing for Economics students

4 literature review and citations/references.

Figure 4.1: Literature reviews and references

Your may have done a literature survey as part of your proposal. This will be incorporated into your dissertation, not left as separate stand-alone. Most economics papers include a literature review section, which may be a separate section, or incorporated into the paper’s introduction. (See organising for a standard format.)

Some disambiguation:

A ‘Literature survey’ paper: Some academic papers are called ‘literature surveys’. These try to summarise and discuss the existing work that has been done on a particular topic, and can be very useful. See, for example, works in The Journal of Economic Perspectives, the Journal of Economic Literature, the “Handbook of [XXX] Economics”

Many student projects and undergraduate dissertations are mainly literature surveys.

4.1 What is the point of a literature survey?

Your literature review should explain:

what has been done already to address your topic and related questions, putting your work in perspective, and

what techniques others have used, what are their strengths and weaknesses, and how might they be relevant tools for your own analysis.

Figure 4.2: Take notes on this as you read, and write them up.

4.2 What previous work is relevant?

Focus on literature that is relevant to your topic only.

But do not focus only on articles about your exact topic ! For example, if your paper is about the relative price of cars in the UK, you might cite papers (i) about the global automobile market, (ii) about the theory and evidence on competition in markets with similar features and (iii) using econometric techniques such as “hedonic regression” to estimate “price premia” in other markets and in other countries.

Consider: If you were Colchester a doctor and wanted to know whether a medicine would be effective for your patients, would you only consider medical studies that ran tests on Colchester residents, or would you consider more general national and international investigations?

4.3 What are “good” economics journal articles?

You should aim to read and cite peer-reviewed articles in reputable economics journals. (Journals in other fields such as Finance, Marketing and Political Science may also be useful.) These papers have a certain credibility as they have been checked by several referees and one or more editors before being published. (In fact, the publication process in Economics is extremely lengthy and difficult.)

Which journals are “reputable”? Economists spend a lot of time thinking about how to rank and compare journals (there are so many papers written about this topic that they someone could start a “Journal of Ranking Economics Journals”. For example, “ REPEC ” has one ranking, and SCIMAGO/SCOPUS has another one. You may want to focus on journals ranked in the top 100 or top 200 of these rankings. If you find it very interesting and relevant paper published somewhere that is ranked below this, is okay to cite it, but you may want to be a bit more skeptical of its findings.

Any journal you find on JSTOR is respectable, and if you look in the back of your textbooks, there will be references to articles in journals, most of which are decent.

You may also find unpublished “working papers”; these may also be useful as references. However, it is more difficult to evaluate the credibility of these, as they have not been through a process of peer review. However, if the author has published well and has a good reputation, it might be more likely that these are worth reading and citing.

Unpublished “working papers”

You may also find unpublished “working papers” or ‘mimeos’; these may also be useful as references. In fact, the publication process in Economics is so slow (six years from first working paper to publication is not uncommon) that not consulting working papers often means not being current.

However, it is more difficult to evaluate the credibility of this ‘grey literature’, as they have not been through a process of peer review. However, if the author has published well and has a good reputation, it might be more likely that these are worth reading and citing. Some working paper series are vetted, such as NBER; in terms of credibility, these might be seen as something in between a working paper and a publication.

Which of the following are “peer-reviewed articles in reputable economics journals”? Which of the following may be appropriate to cite in your literature review and in your final project? 8

Klein, G, J. (2011) “Cartel Destabilization and Leniency Programs – Empirical Evidence.” ZEW - Centre for European Economic Research Discussion Paper No. 10-107

Spencer, B. and Brander, J.A. (1983) “International R&D Rivalry and Industrial Strategy”, Review of Economic Studies Vol. 50, 707-722

Troisi, Jordan D., Andrew N. Christopher, and Pam Marek. “Materialism and money spending disposition as predictors of economic and personality variables.” North American Journal of Psychology 8.3 (2006): 421.

The Economist,. ‘Good, Bad And Ugly’. Web. 11 Apr. 2015. [accessed on…]

Mecaj, Arjola, and María Isabel González Bravo. “CSR Actions and Financial Distress: Do Firms Change Their CSR Behavior When Signals of Financial Distress Are Identified?.” Modern Economy 2014 (2014).

Universities, U. K. “Creating Prosperity: the role of higher education in driving the UK’s creative economy.” London Universities UK (2010).

4.4 How to find and access articles

You should be able to find and access all the relevant articles online. Leafing through bound volumes and photocopying should not be neededs. (Having been a student in the late 90’s and 2000’s, I wish I could get those hours back.)

Figure 4.3: The old way!

Good online tools include Jstor (jstor.org) and Google Scholar (scholar.google.co.uk). Your university should have access to Jstor, and Google is accessible to all (although the linked articles may require special access). You will usually have the ‘most access’ when logged into your university or library computing system.If you cannot access a paper, you may want to consult a reference librarian.

It is also ok, if you cannot access the journal article itself, to use the last working paper version (on Google scholar find this in the tab that says “all X versions”, where X is some number, and look for a PDF). However, authors do not always put up the most polished versions, although they should do to promote open-access. As a very last resort, you can e-mail the author and ask him or her to send you the paper.

When looking for references, try to find ones published in respected refereed economics journals (see above ).

4.5 Good starting points: Survey article, course notes, and textbooks

A “survey article” is a good place to start; this is a paper that is largely a categorization and discussion of previous work on a particular topic. You can often find such papers in journals such as

• the Journal of Economic Perspectives,
• the Journal of Economic Surveys,
• and the Journal of Economic Literature.

These will be useful as a “catalog” of papers to read and considers citing. They are also typically very readable and offer a decent introduction to the issue or the field.

It is also helpful to consult module (course) notes and syllabi from the relevant field. Do not only limit yourself to the ones at your own university; many of universities make their course materials publicly accessible online. These will not only typically contain reading lists with well-respected and useful references, they may also contain slides and other material that will help you better understand your topic and the relevant issues.

However, be careful not to take material from course notes without properly citing it. (Better yet, try to find the original paper that the course notes are referring to.)

Textbooks serve as another extremely useful jumping off point. Look through your own textbooks and other textbooks in the right fields. Textbooks draw from, and cite a range of relevant articles and papers. (You may also want to go back to textbooks when you are finding the articles you are reading too difficult. Textbooks may present a simpler version of the material presented in an article, and explain the concepts better.)

4.6 Backwards and forwards with references

When you find a useful paper, look for its “family.” You may want to go back to earlier, more fundamental references, by looking at the articles that this paper cited. See what is listed as “keywords” (these are usually given at the top of the paper), and “JEL codes”. Check what papers this paper cites, and check what other papers cited this paper. On Google scholar you can follow this with a link “Cited by…” below the listed article. “Related articles” is also a useful link.

4.7 Citations

Keep track of all references and citations

You may find it helpful to use software to help you manage your citations

A storage “database” of citations (e.g., Jabref, Zotero, Endnote, Mendeley); these interface well with Google Scholar and Jstor

An automatic “insert citation” and “insert bibliography” in your word processing software

Use a tool like Endnote to manage and insert the bibliographies, or use a bibliography manager software such as Zotero or Jabref,

Further discussion: Citation management tools

List of works cited

Put your list of references in alphabetical order by author’s last name (surname).

Include all articles and works that you cite in your paper; do not include any that you don’t cite.

Avoiding plagiarism and academic offenses**

Here is a definition of plagiarism

The main point is that you need to cite everything that is not your own work. Furthermore, be clear to distinguish what is your own work and your own language and what is from somewhere/someone else.

Why cite? Not just to give credit to others but to make it clear that the remaining uncited content is your own.

Here are some basic rules:

(Rephrased from University of Essex material, as seen in Department of Economics, EC100 Economics for Business Handbook 2017-18, https://www1.essex.ac.uk/economics/documents/EC100-Booklet_2017.pdf accessed on 20 July 2019, pp. 15-16)

Do not submit anything that is not your own work.

Never copy from friends.

Do not copy your own work or previously submitted work. (Caveat: If you are submitting a draft or a ‘literature review and project plan’ at an earlier stage, this can be incorporated into your final submission.

Don’t copy text directly into your work, unless:

• you put all passages in quotation marks: beginning with ’ and ending with ’, or clearly offset from the main text
• you cite the source of this text.

It is not sufficient merely to add a citation for the source of copied material following the copied material (typically the end of a paragraph). You must include the copied material in quotation marks. … Ignorance … is no defence.’ (ibid, pp. 15 )

(‘Ibid’ means ‘same as the previous citation’.)

Your university may use sophisticated plagiarism-detection software. Markers may also report if the paper looks suspect

Before final submission, they may ask you to go over your draft and sign that you understand the contents and you have demonstrated that the work is your own.

Not being in touch with your supervisor may put you under suspicion.

Your university may give a Viva Voce oral exam if your work is under suspicion. It is a cool-sounding word but probably something you want to avoid.

Your university may store your work in its our database, and can pursue disciplinary action, even after you have graduated.

Penalties may be severe, including failure with no opportunity to retake the module (course). You may even risk your degree!

Comprehension questions; answers in footnotes

True or false: “If you do not directly quote a paper you do not need to cite it” 9

You should read and cite a paper (choose all that are correct)… 10

• If it motivates ‘why your question is interesting’ and how it can be modeled economically
• Only if it asks the same question as your paper
• Only if it is dealing with the same country/industry/etc as you are addressing
• If it has any connection to your topic, question, or related matters
• If it answers a similar question as your paper
• If it uses and discusses techniques that inform those you are using

4.8 How to write about previous authors’ analysis and findings

Use the right terminology.

“Johnson et al. (2000) provide an analytical framework that sheds substantial doubt on that belief. When trying to obtain a correlation between institutional efficiency and wealth per capita, they are left with largely inconclusive results.”

They are not trying to “obtain a correlation”; they are trying to measure the relationship and test hypotheses.

“Findings”: Critically examine sources

Don’t take everything that is in print (or written online) as gospel truth. Be skeptical and carefully evaluate the arguments and evidence presented. Try to really survey what has been written, to consider the range of opinions and the preponderance of the evidence. You also need to be careful to distinguish between “real research” and propaganda or press releases.

The returns to higher education in Atlantis are extremely high. For the majority of Atlanian students a university degree has increased their lifetime income by over 50%, as reported in the “Benefits of Higher Education” report put out by the Association of Atlantian Universities (2016).

But don’t be harsh without explanation:

Smith (2014) found a return to education in Atlantis exceeding 50%. This result is unlikely to be true because the study was not a very good one.

“Findings:” “They Proved”

A theoretical economic model can not really prove anything about the real world; they typically rely on strong simplifying assumptions.

Through their economic model, they prove that as long as elites have incentives to invest in de facto power, through lobbying or corruption for example, they will invest as much as possible in order to gain favourable conditions in the future for their businesses.

In their two period model, which assumes \[details of key assumptions here\] , they find that when an elite Agent has an incentive to invest in de facto power, he invests a strictly positive amount, up to the point where marginal benefit equals marginal cost”

Empirical work does not “prove” anything (nor does it claim to).

It relies on statistical inference under specific assumptions, and an intuitive sense that evidence from one situation is likely to apply to other situations.

“As Smith et al (1999) proved using data from the 1910-1920 Scandanavian stock exchange, equity prices always increase in response to reductions in corporate tax rates.”

“Smith et al (199) estimated a VAR regression for a dynamic CAP model using data from the 1910-1920 Scandanavian stock exchange. They found a strongly statistically significant negative coefficient on corporate tax rates. This suggests that such taxes may have a negative effect on publicly traded securities. However, as their data was from a limited period with several simultaneous changes in policy, and their results are not robust to \[something here\] , further evidence is needed on this question.”

Use the language of classical 11 statistics:

Hypothesis testing, statistical significance, robustness checks, magnitudes of effects, confidence intervals.

Note that generalisation outside the data depends on an intuitive sense that evidence from one situation is likely to apply to other situations.

“Findings”: How do you (or the cited paper) claim to identify a causal relationship?

This policy was explained by Smith and Johnson (2002) in their research on subsidies and redistribution in higher education. Their results showed that people with higher degree have higher salaries and so pay higher taxes. Thus subsidizing higher education leads to a large social gain.

The results the student discusses seem to show an association between higher degrees and higher salaries. The student seems to imply that the education itself led to higher salaries. This has not been shown by the cited paper. Perhaps people who were able to get into higher education would earn higher salaries anyway. There are ways economists used to try to identify a “causal effect” (by the way, this widely used term is redundant as all effects must have a cause), but a mere association between two variables is not enough

As inflation was systematically lower during periods of recession, we see that too low a level of inflation increases unemployment.

Economists have long debated the nature of this “Phillips curve” relationship. There is much work trying to determine whether the association (to the extent it exists) is a causal one. We could not rule out reverse causality, or third factor that might cause changes in both variables.

4.9 …Stating empirical results

Don’t write: “I accept the null hypothesis.”

Do write: “The results fail to reject the null hypothesis, in spite of a large sample size and an estimate with small standard errors” (if this is the case)

Note: The question of what to infer from acceptance/rejection of null hypotheses is a complex difficult one in Classical (as opposed to Bayesian) statistics. This difficulty is in part philosophical: classical hypothesis testing is deductive , while inference is necessarily inductive.

4.10 What to report

You need to read this paper more clearly; it is not clear what they conclude nor what their evidence is.

4.11 Organising your literature review

A common marking comment:

These papers seem to be discussed in random order – you need some structure organising these papers thematically, by finding, by technique, or chronologically perhaps.

How should you organise it? In what order?

Thematically (usually better)

By method, by theoretical framework, by results or assumptions, by field

Chronologically (perhaps within themes)

Exercise: Compare how the literature review section is organized in papers you are reading.

Figure 4.4: Organising a set of references

Q: What sort of structure am I using in the above outline?

It may also be helpful to make a ‘table’ of the relevant literature, as in the figure below. This will help you get a sense of the methods and results, and how the papers relate, and how to assess the evidence. You may end up putting this in the actual paper.

Figure 4.5: Organisational table from Reinstein and Riener, 2012b

4.12 What if you have trouble reading and understanding a paper?

Consult a survey paper, textbook, or lecture notes that discuss this paper and this topic

Try to find an easier related paper

Ask your supervisor for help; if he or she can

Try to understand what you can; do not try to “fake it”

4.13 Some literature survey do’s and don’ts

Do not cite irrelevant literature.

Do not merely list all the papers you could find.

Discuss them, and their relevance to your paper.

What are their strengths and weaknesses? What techniques do they use, and what assumptions do they rely on? How do they relate to each other?

Use correct citation formats.

Try to find original sources (don’t just cite a web link).

Don’t just cut and paste from other sources. And make sure to attribute every source and every quote. Be clear: which part of your paper is your own work and what is cited from others? The penalties for plagiarism can be severe!

• Critically examine the sources, arguments, and methods

4.14 Comprehension questions: literature review

How to discuss empirical results: “Causal” estimation, e.g., with Instrumental Variables

Which is the best way to state it? 12

“As I prove in table 2, more lawyers lead to slower growth (as demonstrated by the regression analysis evidence).”

“Table 2 provides evidence that a high share of lawyers in a city’s population leads to slower growth.”

3.“Table 2 shows that a high share of lawyers in a city’s population is correlated with slower growth.”

Which is better? 13

• “However, when a set of observable determinants of city growth (such as Census Region growth) are accounted for, the estimate of this effect becomes less precise.”
• “In the correct regression I control for all determinants of city growth and find that there is no effect of lawyers on growth”

Stating empirical results: descriptive

“Using the US data from 1850-1950, I find that inflation is lower during periods of recession. This is statistically significant in a t-test [or whatever test] at the 99% level, and the difference is economically meaningful. This is consistent with the theory of …, which predicts that lower inflation increases unemployment. However, other explanations are possible, including reverse causality, and unmeasured covarying lags and trends.”

“I find a significantly lower level of inflation during periods of recession, and the difference is economically meaningful. This relationship is statistically significant and the data is accurately measured. Thus I find that inflation increases unemployment.”

Some tips on writing a good paper– relevant to literature reviews

• Answer the question
• Provide clear structure and signposting
• Demonstrate an ability for critical analysis
• Refer to your sources
• Produce a coherent, clear argument
• Take time to proofread for style and expresssion
• Source “Assignment Writing Skills EBS 3rd year 2012”"

Answer: only b is a ‘peer reviewed article in a reputable economics journal’. All of these might be useful to cite, however. ↩

False. You need to cite any content and ideas that are not your own. ↩

Answers: 1, 5, and 6. Note that 2 and 3 are too narrow criteria, and 4 is too broad. ↩

or Bayesian if you like ↩

The second one; if this is really causal evidence. ↩

The first one. There is no ‘correct regression’. It is also not really correct in classical statistics to ‘find no effect’. ↩

3 Literature Review

Charitianne Williams

By the end of this chapter, you will be able to do the following:

• Understand the purpose and function of a literature review.
• Structure a literature review according to basic genre expectations.
• Synthesize ideas from multiple sources using a synthesis matrix.
• Choose between narrative or parenthetical citation and direct quoting, or paraphrase with intent and purpose.

I. Introduction

The purpose of a literature review is just that—it reviews. This means that literature reviews examine a text after it was produced, with all the benefits that hindsight allows a reader. In popular culture, we commonly review movies, restaurants, vacation spots, products, etc. In those reviews, you look back at the single thing you are reviewing and your experience with it. You focus on the strengths and weaknesses of your experience and judge the experience as positive or negative while recommending or not recommending the place or product and explaining why.

An academic literature review does something different, although some of the skills and strategies you use remain the same. The job of a literature review is to examine a collection of research or scholarship (not a single thing or text) on a given topic and show how that scholarship fits together. Literature reviews summarize, describe, evaluate, and synthesize the work of other authors and researchers while looking for common trends/patterns, themes, inconsistencies, and gaps in this previous research. The main strategy writers of a literature review use is synthesis.

SYNTHESIS: the combination of ideas and elements to form a complete system or theory.

A good metaphor for synthesis is cooking! Imagine the ingredients for a loaf of bread laid out on a kitchen cabinet. Each ingredient—eggs, milk, flour, sugar, salt, yeast—have their own purpose and can be combined in different ways to form food other than bread. Knowing all of those individual attributes that make an egg an egg, or the difference between yeast and flour, is what makes you a chef. When you combine all these ingredients according to the recipe, you get something different than all the ingredients on their own: and most of us would rather eat a slice of bread than a spoonful of flour. The product of synthesis is like bread. Synthesis takes a list of ingredients and makes them into something more than the ingredients alone.

Usually, the writers of a literature review will start with a question that they want to answer through informed and research-based evidence gathered while reading others’ work on related topics. The “thesis” or controlling idea of a literature review may be that same question ( “This review seeks to answer…” ) or it may be a statement describing the reviewed research. The thesis reflects the purpose of the literature review as a genre and is different from the thesis you will write for the research paper that argues a claim or asserts a new idea.

Example 3.1: Look at this thesis statement taken from the introduction of a literature review in environmental psychology on the relationship between “nature sounds” and restorative environments:

From this example, we can learn many things about literature reviews:

• They are explicit and focused on their topic. The opening states an observable truth about the current research ( emphasizes nature ), is followed by a general condition ( positive psychological experiences) within that research, and then finally focuses on describing how a particular outcome is achieved (listening to nature sounds is restorative).
• They seek to pre vent or eliminate misunderstanding. Note the use of specialized key terms, exacting transitional phrases, and meaningful verbs in the thesis such as “ restorative environments,” “in particular,” and “ generate .”
• They seek to forward understanding. In other words, literature reviews examine and link together evidence described and validated in the research of others so a reader can learn how a field is developing. ( Research seems to agree that nature sounds can relieve stress and fatigue–this review will examine that conclusion so readers can understand/ build on how and why.)

Moving from the beginning to the very end of the literature review, we can also learn many things about literature reviews from the sources used. Think of each text listed in the References section of a literature review as contributing pieces to a gigantic puzzle.

Example 3.2: Look at the first three articles listed in the References for the article excerpted above:

Abbott, L. C., Taff, D., Newman, P., Benfield, J. A., and Mowen, A. J. (2016). The influence of natural sounds on attention restoration. J. Park Recreation Adm. 34, 5–15. doi: 10.18666/JPRA-2016-V34-I3-6893

Aletta, F., and Kang, J. (2019). Promoting healthy and supportive acoustic environments: going beyond the quietness. Int. J. Environ. Res. Public Health 16:4988. doi: 10.3390/ijerph16244988

Aletta, F., Oberman, T., and Kang, J. (2018). Associations between positive health-related effects and soundscapes perceptual constructs: a systematic review. Int. J. Environ. Res. Public Health 15:2392. doi: 10.3390/ijerph15112392

None of these sources are exactly the same. One focuses on sound and attention, the next two on sound and health, and none of them are quite the same as sound and restoration —but they are all pieces of the puzzle that give a full understanding of how sound and restorative environments relate.

As the author of the literature review, it is your job to join the pieces together, giving your reader a complete picture of what researchers know about your topic.

Literature reviews are an indispensable tool for researchers. Instead of having to read dozens of articles on a topic, a researcher could instead read a literature review that synthesizes what is known and puts each piece of scholarship into conversation with the others. This could be not only quicker, but also more valuable.

Have you heard the saying that the whole is more than the sum of its parts? The knowledge constructed by a well-written literature review often outweighs the knowledge constructed by simply reading each article in the References section on its own because the author of a literature review processes and analyzes the information for the reader.

Literature reviews occur in two general forms—as a background section in a scholarly work or as a stand-alone genre in and of itself. In both situations, the basic purpose and structure of the literature review is similar: it is the length and the scope that varies. For example, consider the previous chapter, the Proposal. In most proposals, you will want to convince your audience that you are informed on the background of your topic—a literature review is how you would do that. Since a proposal is commonly a short text, you do not have the space to summarize every piece of research. You must select an important set and synthesize that information into a small section signaling your expertise.

On the other hand, consider a professional journal intended to keep its readers up to date on new technologies and findings in a specific field or career. New ideas and discoveries are emerging every day, and it can be difficult to stay on top of all of these new findings, understand how they fit together, and also keep track of your own career responsibilities! A magazine might hire an author to read all the new research on a specific topic and synthesize it into a single article, a state-of-the-art review, so that practitioners in a field can read a single 25-page article instead of 100 25-page articles.

More Resources 3.1: Literature Reviews

II. Rhetorical Considerations: Voice

Using the scholarship of other writers and researchers is one of the things that differentiates academic writing from other types of writing. Using others’ scholarship in a meaningful way that creates new knowledge without mischaracterizing the original findings takes effort, attention, and usually several rounds of revision and rewriting. One of the issues is voice , which refers to the attitude and tone of a text—think of it as what the text “sounds like” in your head as you read it. Voice is an important element of cohesion , or what some people think of as “flow.” Creating a consistent voice in the mind of your reader helps them fit all the information in a text together in the way the author intends. Check out this advice from APAstyle.org about academic style and voice.

Think back to your annotated bibliography and how you created your summaries. You probably used key terms from the original authors’ texts, but because you had to take whole articles and restate the meaning in a short paragraph, there wasn’t room to just repeat the words of the original author. So you had to write the summaries in your voice . If you used those key terms correctly and in ways similar to original authors, those key terms probably did not interfere with cohesiveness and voice. However, in the literature review, you have many more voices to synthesize than you did to summarize in the annotated bibliography. Maintaining a consistent and cohesive voice will be challenging. An important way to maintain voice is through paraphrasing, discussed later in this chapter.

More Resources 3.2: Transitions

Another important way to maintain cohesion is through the use of metadiscourse (see Chapter 2) and transitional phrases. See this link for the use and meaning of transitional phrases, sometimes called signposts .

III. The Literature Review Across the Disciplines

Example 3.3: Academic and Professional Examples

Structure of Literature Reviews

While the details vary across disciplines, all literature reviews tend to have similar basic structure. The introduction of a literature review informs the reader on the topic by defining key terms, citing key researchers or research periods in the field, and introducing the main focus of the review in a descriptive thesis statement. The introduction also explains the organization of the review. In a literature review, you organize your discussion of the research by topic or theme— not article or author. This is in direct contrast to the annotated bibliography, which is often the first step in the writing process for a literature review.

In the annotated bibliography, you organize your entries in alphabetical order by authors’ last names. Each annotation is directly connected to a single text. A literature review is connected to a collection of texts, and therefore must be organized in a way that reflects this.

Example 3.4: Let’s examine the full paragraph that the thesis statement we analyzed earlier came from:

A systematic review by Aletta et al. (2018) has identified links between positive urban soundscapes (which may also include nature sounds) and health and well-being, including stress recovery. Given the emphasis on nature w ithin restorative environments (see Hartig et al., 2014 ), the present narrative literature review focuses on evidence for positive psychological experiences of nature sounds and soundscapes specifically, and in particular how listening to these can generate perceptions and outcomes of restoration from stress and fatigue. This review has five key objectives, summarized in Figure 1 [in the article] . First, it explores literature regarding the impact of nature sounds on perceptions and experiences of wider natural environments. Second, it examines evidence regarding cognitive and affective appraisals of nature sounds and their contributions to overall perceptions of restorative environments. Third, literature regarding restorative outcomes in response to nature sounds is assessed. Fourth, the relevance of key restoration theories to this top ic is examined and areas where these theories are limited are identified. Fifth, a possible new theoretical area of interest—semantic associations with nature—is discussed and exemplified by recent acoustics research (Ratcliffe, 2021, emphasis added).

Notice how the thesis statement (in bold ) is followed by an explicit description of the five key objectives—which correspond to the titles (usually called headings ) of the five major sections of the body of the literature review. The introduction basically outlines the body of the literature review to make it easier for a researcher to find the specific information they are looking for. What follows each of these headings is an analysis and synthesis of the topic described in the heading—which is what we mean when we say a literature review is organized by topic.

Example 3.5: See how the body sections of a literature review synthesize research and evidence in relation to a focused topic. Read this example taken from a literature review in another discipline, nursing.

The introduction states that the review’s purpose is to understand the issues facing nurses in situations such as the COVID-19 pandemic. The researchers found several themes in the research that all contributed to nurses’ experiences. This paragraph describes one of those themes which the authors label “Professional collegiality”:

3.2.2. Professional collegiality

Professional camaraderie amongst nursing colleagues working during a pandemic was high (Ives et al., 2009, Kim, 2018, Liu a nd Liehr , 2009). Nurses acknowledged the importance of caring for their co-workers and in sharing the load. Some nurses associated the experience with working on a battlefield, whereby they worked together as a team protecting one another (Chung et al., 20 05, Kang et al., 2018, Liu and Liehr , 2009). Appreciation of their nursing colleagues was demonstrated through sharing their experiences, willingness to work together and encouraging a team spirit (Shih et al., 2007, Chung et al., 2005, Chiang et al., 2007 ). (Ratcliffe, 2021, p.4)

In this single paragraph, there are seven different research articles cited, and some of them are cited twice. There is no way to write a coherent paragraph summarizing seven different research articles at once—instead, the authors of this paragraph reviewed what the researchers said about collegiality, found where their findings pointed in the same direction, and put those connections into their own words. This is the importance of the review’s body section: it is here where you really dig into the content, meaning, and implications of the scholarship you are discussing.

The end of a literature review looks different from the one- or two-paragraph conclusion we are used to in other texts. The end is often made up of multiple sections, each with a slightly different purpose, although all are probably recognizable to you. A “Discussion” section is almost always present, where the author summarizes the most important findings of each section. In most cases, the “Discussion” section does not contain new information, but ties the different body sections together in ways that provide a deeper analysis.

The end of a literature review may also contain an “Implications for Future Research” or “Resolution” after the Discussion—sometimes this final section is even called “Conclusion.” What this last section looks like is often dependent upon the type of review you are writing, and whether the review is standing alone as a complete text or part of a larger project.

In any situation, across all disciplines, it is important to understand how your literature review is meant to inform the reader and what kind of review is appropriate for the context, in order to decide how you should structure the beginning and end of your review.

Types of Literature Reviews

There are different types of literature reviews, although in undergraduate study the Traditional or Narrative Review is most common. Narrative reviews are somewhat exploratory in their content—in a narrative review you are synthesizing the results of specific texts selected for their connection to your topic. Narrative reviews almost always end with a section describing areas for future research if they are a stand-alone text, or a section describing why the author’s research is so needed if part of a larger research article. The chart below outlines the key differences between three major literature review types. Notice that each type has a slightly different purpose. You might think about which type best fits your project as you read.

Table 3.1: Types of Literature Reviews

More Resources 3.3: Literature Review Structures

IV. Research Strategies: Developing a Methodology

Systematic and scoping reviews should always contain a Research Methodology that explains to your reader exactly how you found the research you are reviewing. Often Narrative Reviews will also contain a research methodology, although it will be slightly different since they are not comprehensive reviews, meaning, they do not attempt to find all the research on a topic—by design, they cover only a specific portion. Even if you are not required to write up your methodology, you need clear research strategies to find the appropriate scholarship for your literature review.

Example 3.6: Check out this excerpt from the methods sections from a psychology literature review. Note how the authors clearly describe what types of sources they’ll be using as well as their steps throughout the research process.

Drawing on individual case studies, archival reports, correlational studies, and laboratory and field experiments, this monograph scrutinizes a sequence of events during which confessions may be obtained from criminal suspects and used as evidence. First, we examine the pre-interrogation interview, a process by which police …( Kassin and Gudjonsson , 2004, p.33)

Example 3.7: Here is another example from the field of education. In it the authors describe two separate searches they performed to gather the literature—the first search used key terms they decided upon before reading any scholarship, and the second search used the terms that they found were common to that first set of texts (see more about key terms here and in the Annotated Bibliography chapter).

We conducted two rounds of literature searches, utilizing the following databases: World CAT (general search), EB SCO Academic Search Complete, EBSCO Education Source, and Linguistics and Language Behavior Abstracts (ProQuest). In the first round, we searched using every possible combination of the following terms: ‘race,’ ‘language teaching,’ ‘ethnicity,’ ‘language p edagogy,’ ‘Whiteness,’ ‘racialized,’ ‘antiracism,’ and ‘ nativeness .’ For the second round of our literature search, we searched using terms that we saw emerging from the literature such as ‘racial identities of language learners,’ ‘racial identities of lan guage teachers,’ ‘language varieties and language teaching,’ ‘race and language teacher education,’ ‘race and educational policy,’ ‘race and language programs,’ and ‘race and language curriculum’ and also repeated our earlier searches in order to keep the literature updated. (Von Esch et al., 2020, p. 392)

No matter the type of research (see a description of qualitative vs. quantitative research ), the specific genres (see descriptions of academic research genres ), or the time frame (see a discussion on the importance of publication date ) you use for your review, it is important to think through the options, make a decision, and incorporate all your research knowledge—use of key terms, use of subject filters, use of specialized databases, etc.—into a coherent and meaningful process that results in the best scholarship for your inquiry and review.

Here’s a video to help you get started on using databases for research:

Library Referral: Connecting the Conversation with Scholarly Sources and Beyond​

(by Annie R. Armstrong)

Research involves drawing from numerous voices from a range of source types. The sources you choose to include in your conversation are context-specific and might vary depending on your topic or the parameters of your assignment. Review your assignment description and talk to your instructor about guidelines. While most research papers emphasize scholarly sources, expertise isn’t always equated with scholarliness and you might want to branch out. For example, a research paper focusing on exploitation of Native American land and communities by the mining industry should make some attempt to include sources generated by the communities under discussion, especially if their point of view is not represented in the peer-reviewed, scholarly sources you’ve found. Think about who the stakeholders are as related to various aspects of your topic and how you can tap into their voices through available resources. You may want to consult a librarian about this.

The chart below summarizes the breadth of source types available through library websites versus the open web:

Table 3.2: Scholarly Sources and Beyond

V. Reading Strategies: Intertextuality and Graphic Organizers

Typically we think of reading as something we do to learn the content of a text—and this is absolutely true! But true understanding means knowing the relationships between and impact of separate but related topics, which might mean understanding how different texts—generally focused on one topic—overlap or differ.

Intertextuality refers to the connections that exist between texts. Intertextuality as a reading strategy means looking for the connections between the text you are reading and others you have already read; anticipating connections with other texts that you have not yet read, but plan to; as well as connections to whole disciplines, fields, and social phenomena. Reading for intertextuality means looking for opportunities to connect texts with each other, and keeping track of those connections in a productive way.

This means note-taking is essential to intertextual reading. Once you have thought carefully about why you are reading a text, what types of information to look for, and what you will do with that information, you can better decide how to keep track of that information. In regards to literature reviews, one type of graphic organizer dominates: the Synthesis Matrix.

The synthesis matrix is a way to keep track of the themes, concepts, and patterns that are emerging from your reading—NOT all the individual content of each article. This is important, yes, and you will need the citations, but literature reviews move one step further into the topic than simply identifying the pieces. You will need to synthesize.

If you have an annotated bibliography of sources already, it is the perfect way to start your synthesis matrix. An annotated bibliography is often the first step in preparing for a literature review, and is quite similar to an ingredient list, if we are using the metaphor from the introduction. (For a detailed description of how to write an annotated bibliography, see Chapter 1 ).

In your annotations, you will have selected the most important information that text supplies in relation to your topic. For an example, let’s take the Conference on College Composition and Communication’s statement “ Students’ Right to Their Own Language ,” which contains two annotated bibliographies. The second uses more recent sources and looks most like the annotated bibliographies you will write as a student, so let’s start there.

Example 3.8: Here are three annotations from that bibliography. As you read, take notice of the different highlighted colors. Phrases italicized and highlighted green identify ideas related to linguistic identity , phrases bolded and highlighted in blue identify concepts related to grammar analysis , and phrases underlined and highlighted orange identify groups and ideas related to educational objectives :

Fought, Carmen. Chicano English in Context. New York: Palgrave Macmillan, 2003.

Based primarily on data collected from adolescent and young adult native speakers in Los Angeles , this book is a comprehensive sociolinguistic study of language and language change in Latino/a communities. It provides the basics of Chicano English (CE) structure (phonology, syntax, and semantics) and its connection to the social and cultural identity of its speakers, along with detailed analyses of particular sociolinguistic variables. Emphasis is given to the historical, social, and linguistic contexts of CE. In addition, the differences between native and non-native CE speakers are covered. A final chapter discusses the future of research on CE.

Lippi-Green, Rosina. English with an Accent: Language, Ideology, and Discrimination in the United States . London and New York: Routledge, 1997.

The author examines linguistic facts about the structure and function of language , explores commonly held myths about language, and develops a model of “the language subordination process.” Then, using a case-study approach, she applies the model to specific institutional practices (e.g., in education, news media, business) to show how false assumptions about language lead to language subordination. The author analyzes specific groups and individuals (speakers of African American English, Southern U.S. English, and the foreign-language accent of Latinos and Asian Americans) and discusses why and how some embrace linguistic assimilation while others resist it.

Nero, Shondel J. Englishes in Contact: Anglophone Caribbean Students in an Urban College. Cresskill, NJ: Hampton Press, 2001.

This qualitative study of four anglophone Caribbean students at a New York City college offers an in-depth examination of the students’ written and spoken language and the challenges faced by both students and teachers as such students acquire academic literacy. Case studies of the four participants include excerpts from tape-recorded interviews, which reflect their linguistic self-perception, and sociolinguistic and educational experiences in their home countries and in New York City. Samples of their college writing over four semesters are represented and analyzed on morphosyntactic and discourse levels to determine the patterns that emerge when Creole English speakers attempt to write Standard Written English. Related issues such as language and identity , language attitudes, and educational responses to ethnolinguistic diversity are also discussed.

Once you have identified a concept like “language and identity” for your literature review, you can start getting “intertextual”! Review your other annotated sources and your new sources for their discussion of language and identity, as well as parallel concepts—what else do researchers address when they discuss language and identity? What do they discuss instead? Go back to the methods you used to come up with key terms for your literature search—the same strategies now apply to your reading. Also look for “umbrella” concepts, patterns in methodologies—anything that emerges while you read intertextually, focusing on the text in front of you while also remembering all the others you read before. Look for the themes in your annotated bibliography and keep track of the page numbers where these themes appear—plan to go back to those pages several times as you write your literature review.

This is a different type of reading than you did for the annotated bibliography, and might mean you go back and reread your sources several times in this new way—don’t think of this as just repeating labor you have already performed. This is new work, designed to uncover new things in the research. Re-reading articles multiple times is something all serious writers do, and something you should do, too. It isn’t redundant, it is recur sive .

Table 3.3: Synthesis Matrix for Individuals’ Choices in Linguistic Identity

Put your sources into conversations around your themes, as shown in the table above. Notice that the top row names the themes covered in that column, put into original wording similar, but not identical, to the wording in the annotated bibliographies. Not every source will address every topic—not every article is the same. The last row starts to describe what is happening in each column across the whole collection of texts. In this way, your synthesis matrix takes the ingredient list provided by the annotated bibliography and makes it into a recipe for your final product—the literature review.

More Resources 3.4: Synthesis Matrix

VI. Writing Strategies: Citation, Quotation, and Paraphrase

Citation is when you use the work of other authors in your writing and mark that portion of your writing so your reader understands what idea is being “borrowed.” Citation also tells your reader where they could find that original idea in the original text, and how your text fits together with the web of other texts related to your topic: in other words, citations help create intertextuality. A citation placed in your sentences should refer directly to the full bibliographic information in your Works Cited or References page.

As you read in Chapter 1, there are different styles of citation including AMA, APA, CMS, and MLA. You can refer back to that chapter for a more detailed explanation of each. In this section, we’ll cover the basics that are common to citation practices. Most academic styles use the original author’s last name as the central part of the in-text citation, since References pages usually list cited works alphabetically by last name, but some use footnotes or endnotes instead, listing works in the order they were cited. It is important to know which academic style you are using for your literature review so that you can make the right choice.

In-text citation takes one of two forms: parenthetical or narrative. In a narrative citation the author of the original work is mentioned in the sentence.

Example 3.9: Here’s an example taken from the introduction of the same literature review discussed in the Research Strategies: Developing a Methodology section of this chapter.

Several pieces offered a comprehensive review of the historical literature on the formation of Black English as a construct in the context of slavery and Jim Crow, and the historical teaching of Black English within the U .S. context, including Wheeler ( 2016 ) and Alim and Baugh (2007). Wheeler (2016) equated Standard English with ‘White’ English and challenged its hegemony in dialectically diverse classrooms. She named the “racism inherent in [fostering] bidialectalism [th rough teaching]” (p. 380), arguing that we are acknowledging that the only way for African-Americans to be upwardly mobile was to learn how to speak ‘White’ English. Alim (2010) , explained, “By uncritically presenting language varieties as ‘equal’ but diff ering in levels of ‘appropriateness,’ language and Dialect Awareness programs run the risk of silently legitimizing ‘Standard English’” (p. 215)…. Current work addressing AAVE studies has been shifting focus to translingualism and to promoting such pedag ogies as code-meshing (Young, Barrett, Young Rivera and Lovejoy, 2014) and translanguaging (García & Wei, García and Wei, 2014) , embedded in a critical analysis of the racial logics underpinning the denigration of some languages. This work, combined with e xtensive examinations of the connections between race, language, teaching, and identity ( e.g. Flores & Rosa, 2015; Alim et al., 2016 ), has laid a foundation for a raciolinguistics approach to teaching, which we return to later in this article. (Von Esch et al., 2020, p. 399, emphasis added .)

In the first sentence, we see two narrative citations just before the period. These citations state the authors’ names as a part of the sentence, and put the publication date of the articles in parenthesis. It makes sense to use a narrative citation in the topic sentence, since most of the paragraph is a synthesis of Wheeler and Alim’s research. The second sentence starts with Wheeler’s name in the subject position, and the fourth sentence starts with Alim’s name in the subject position—both are narrative citations, a form chosen by the author to emphasize the importance and similarities in the two articles.

In the last two sentences, we see parenthetical citations. The citation information is in parenthesis within the sentences, which focuses the reader on the ideas, not the research itself. Imagine you were reading this article out loud—you would most certainly say the narrative citations “Wheeler” and “Alim”; you might choose not to say “Young, Barrett, Young-Rivera, & Lovejoy, 2014,” though, and no one listening to you would notice the omission. This is the most important difference between narrative and parenthetical citation—narrative draws attention to the researchers, while parenthetical allows a focus on ideas. In academic writing, you often have reason to use both, but it is important to note that using parenthetical citation is less disruptive to your voice—it keeps a reader focused on the ideas you are explaining.

Usually you are citing a type of quotation in your text (although different disciplines have other situations that they cite). Direct quotation and paraphrase are usually what we talk about when we talk about using resources in your writing, although summary is cited as well.

Direct quotation is when you take the original words of one author and place them in your own text. When you quote in your own writing, you mark the copied text—usually with quotation marks “” around the text and a citation afterwards. Quoting is useful when the original author is an important authority on a topic or if you want to define/describe another’s point of view in a way that leaves no room for misinterpretation.

In a literature review, a direct quote will almost always be accompanied by a narrative citation. But direct quoting can cause some issues in your own text, such as a sudden shift in voice and a loss of cohesion; the potential for misunderstanding and misrepresentation, since the quote has been separated from its original context; and wordiness —quotes can take up too much space both in terms of the quote itself, and of the explanation and context you must provide for the introduced idea. For these reasons, literature reviews do not contain much direct quoting.

Paraphrasing is a way to accomplish similar goals to direct quoting without causing the same problems. Paraphrasing is when you use only the original author’s key terms and ideas, but your own words. Paraphrasing still contains a citation afterwards that directs the reader to the full bibliographic information in your Works Cited, but does not require quotation marks since the language is yours. Paraphrase may be longer or shorter than the original author’s text, and uses both narrative and parenthetical citation. Paraphrase also allows you to cite more than one piece of research containing the same idea in a single sentence, such as the last sentence in the example paragraph above. This kind of citation string is important to literature reviews because it clearly identifies patterns and trends in research findings.

Key Takeaways

• Literature reviews are a synthesis of what other researchers have discovered on your topic. Think of reviews as “the big picture.”
• Taking so much information from other sources can get confusing–use section headings to keep your review organized and clear.
• Diverse citation, quotation, and paraphrasing techniques are necessary to help your reader understand where the ideas are coming from, AND to help make the ideas “stick together.”
• Keeping all the new knowledge you are learning from your sources organized is hard! Take notes using citations and use a graphic organizer to keep yourself on track.

Fernandez, Lord, H., Halcomb, E., Moxham, L., Middleton, R., Alananzeh, I., & Ellwood, L. (2020). Implications for COVID-19: A systematic review of nurses’ experiences of working in acute care hospital settings during a respiratory pandemic. International Journal of Nursing Studies , 111. https://doi.org/10.1016/j.ijnurstu.2020.103637

Kassin, S. M., & Gudjonsson, G. H. (2004). The psychology of confessions. Psychological Science in the Public Interest , 5 (2), 33–67. https://doi.org/10.1111/j.1529-1006.2004.00016.x

National Council of Teachers of English. (2018, June 16). Students’ right to their own language (with bibliography) . Conference on College Composition and Communication. Retrieved July 24, 2022, from https://cccc.ncte.org/cccc/resources/positions/srtolsummary

NEIU Libraries. (2020). “How should I search in a database?”  YouTube . https://www.youtube.com/watch?v=8fgBF0EuH_o

Ratcliffe, E. (2021). Summary Flowchart [Image]. Frontiers in Psychology. https://www.frontiersin.org/articles/10.3389/fpsyg.2021.570563/full#B3

Ratcliffe, E. (2021). Sound and soundscape in restorative natural environments: A narrative literature review. Frontiers in Psychology , 12 . https://doi.org/10.3389/fpsyg.2021.570563

Sasaki. K. (2022). Synthesis and Recipes [Image].

Von Esch, K., Motha, S., & Kubota, R. (2020). Race and language teaching. Language Teaching, 53 (4), 391-421. doi:10.1017/S0261444820000269

Writing for Inquiry and Research Copyright © 2023 by Charitianne Williams is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

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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.

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Annotated Bibliography vs. Literature Review

What's the big deal.

There are fundamental differences between an annotated bibliography and a literature review that are crucial to completing the assignment correctly. The chart below is provides an overview of the biggest differences between the two types of assignments in a side-by-side comparison. However, if you need more specific information about either assignment, visit our Annotated Bibliography and/or Literature Review pages for more detailed information on how to complete them. 

Differences between an annotated bibliography and literature review

• Academic Skills
• Reading, writing and referencing
• Literature reviews

Writing a literature review

Find out how to write a lit review.

What is a literature review ?

A literature review explores and evaluates the literature on a specific topic or question. It synthesises the contributions of the different authors, often to identify areas that need further exploration.

You may be required to write a literature review as a standalone document or part of a larger body of research, such as a thesis.

• The point of a standalone literature review is to demonstrate that you have read widely in your field and you understand the main arguments.
• As part of a thesis or research paper, the literature review defines your project by establishing how your work will extend or differ from previous work and what contribution it will make.

What are markers looking for?

In the best literature reviews, the writer:

• Has a clear understanding of key concepts within the topic.
• Clarifies important definitions and terminology.
• Covers the breadth of the specific topic.
• Critically discusses the ideas in the literature and evaluates how authors present them.
• Clearly indicates a research gap for future enquiry.

How do I write a literature review?

This video outlines a step by step approach to help you evaluate readings, organise ideas and write critically. It provides examples of how to connect, interpret and critique ideas to make sure your voice comes through strongly.

Tips for research, reading and writing

You may be given a specific question to research or broad topics which must be refined to a question that can be reasonably addressed in the time and word limit available.

Use your early reading to help you determine and refine your topic.

• Too much literature? You probably need to narrow your scope. Try to identify a more specific issue of interest.
• Not enough literature? Your topic may be too specific and needs to be broader.

Start with readings suggested by your lecturers or supervisors. Then, do your own research - the best place to go is the Library Website .

You can also use the Library Guides or speak to a librarian to identify the most useful databases for you and to learn how to search for sources effectively and efficiently.

Cover the field

Make sure your literature search covers a broad range of views and information relevant to your topic. Focussing on a narrow selection of sources may result in a lack of depth. You are not expected to cover all research and scholarly opinions on your topic, but you need to identify and include important viewpoints. A quality literature review examines and evaluates different viewpoints based on the evidence presented, rather than providing only material that reinforces a bias.

Use reading strategies

Survey, skim and scan to find the most relevant articles, and the most relevant parts of those articles. These can be re-read more closely later when you have acquired an overview of your topic.

Take notes as you read

This helps to organise and develop your thoughts. Record your own reactions to the text in your notes, perhaps in a separate column. These notes can form the basis of your critical evaluation of the text. Record any facts, opinions or direct quotes that are likely to be useful to your review, noting the page numbers, author and year.

Stop reading when you have enough

This depends on the word count required of this literature review. A review of one thousand words can only cover the major ideas and probably less than ten references. Longer reviews that form part of a large research paper will include more than fifty. Your tutor or supervisor should be able to suggest a suitable number.

As you read, ask yourself these questions:

• Have I answered my question without any obvious gaps?
• Have I read this before? Are there any new related issues coming up as I search the literature?
• Have I found multiple references which cover the same material or just enough to prove agreement?

There are many possible ways to organise the material. For example:

• chronologically
• by theoretical perspective
• from most to least important
• by issue or theme

It is important to remember that you are not merely cataloguing or describing the literature you read. Therefore, you need to choose an organisation that will enable you to compare the various authors' treatment of ideas. This is often best achieved by organising thematically, or grouping ideas into sets of common issues tackled in the various texts. These themes will form the basis of the different threads that are the focus of your study.

A standalone literature review

A standalone literature review is structured much like an academic essay.

• Introduction - establish the context for your topic and outline your main contentions about the literature
• Main body - explain and support these inferences in the main body
• Conclusion - summarise your main points and restate the contention.

The main difference between an essay and this kind of literature review is that an essay focuses on a topic and uses the literature as a support for the arguments. In a standalone literature review, the literature itself is the topic of discussion and evaluation. This means you evaluate and discuss not only the informational content but the quality of the author’s handling of the content.

A literature review as part of a larger research paper?

As part of a larger research paper, the literature review may take many forms, depending on your discipline, your topic and the logic of your research. Traditionally, in empirical research, the literature review is included in the introduction, or a standalone chapter immediately following the introduction. For other forms of research, you may need to engage more extensively with the literature and thus, the literature review may spread over more than one chapter, or even be distributed throughout the thesis.

Start writing early. Writing will clarify your thinking on the topic and reveal any gaps in information and logic. If your ideas change, sections and paragraphs can be reworked to change your contentions or include extra information.

Similarly, draft an overall plan for your review as soon as you are ready, but be prepared to rework sections of it to reflect your developing argument.

The most important thing to remember is that you are writing a review . That means you must move past describing what other authors have written by connecting, interpreting and critiquing their ideas and presenting your own analysis and interpretation.

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Libraries | Research Guides

Literature reviews, what is a literature review, learning more about how to do a literature review.

• Planning the Review
• The Research Question
• Choosing Where to Search
• Organizing the Review
• Writing the Review

A literature review is a review and synthesis of existing research on a topic or research question. A literature review is meant to analyze the scholarly literature, make connections across writings and identify strengths, weaknesses, trends, and missing conversations. A literature review should address different aspects of a topic as it relates to your research question. A literature review goes beyond a description or summary of the literature you have read. 

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Literature Reviews

What this handout is about.

This handout will explain what literature reviews are and offer insights into the form and construction of literature reviews in the humanities, social sciences, and sciences.

Introduction

OK. You’ve got to write a literature review. You dust off a novel and a book of poetry, settle down in your chair, and get ready to issue a “thumbs up” or “thumbs down” as you leaf through the pages. “Literature review” done. Right?

Wrong! The “literature” of a literature review refers to any collection of materials on a topic, not necessarily the great literary texts of the world. “Literature” could be anything from a set of government pamphlets on British colonial methods in Africa to scholarly articles on the treatment of a torn ACL. And a review does not necessarily mean that your reader wants you to give your personal opinion on whether or not you liked these sources.

What is a literature review, then?

A literature review discusses published information in a particular subject area, and sometimes information in a particular subject area within a certain time period.

A literature review can be just a simple summary of the sources, but it usually has an organizational pattern and combines both summary and synthesis. A summary is a recap of the important information of the source, but a synthesis is a re-organization, or a reshuffling, of that information. It might give a new interpretation of old material or combine new with old interpretations. Or it might trace the intellectual progression of the field, including major debates. And depending on the situation, the literature review may evaluate the sources and advise the reader on the most pertinent or relevant.

But how is a literature review different from an academic research paper?

The main focus of an academic research paper is to develop a new argument, and a research paper is likely to contain a literature review as one of its parts. In a research paper, you use the literature as a foundation and as support for a new insight that you contribute. The focus of a literature review, however, is to summarize and synthesize the arguments and ideas of others without adding new contributions.

Why do we write literature reviews?

Literature reviews provide you with a handy guide to a particular topic. If you have limited time to conduct research, literature reviews can give you an overview or act as a stepping stone. For professionals, they are useful reports that keep them up to date with what is current in the field. For scholars, the depth and breadth of the literature review emphasizes the credibility of the writer in his or her field. Literature reviews also provide a solid background for a research paper’s investigation. Comprehensive knowledge of the literature of the field is essential to most research papers.

Who writes these things, anyway?

Literature reviews are written occasionally in the humanities, but mostly in the sciences and social sciences; in experiment and lab reports, they constitute a section of the paper. Sometimes a literature review is written as a paper in itself.

Let’s get to it! What should I do before writing the literature review?

If your assignment is not very specific, seek clarification from your instructor:

• Roughly how many sources should you include?
• What types of sources (books, journal articles, websites)?
• Should you summarize, synthesize, or critique your sources by discussing a common theme or issue?
• Should you evaluate your sources?
• Should you provide subheadings and other background information, such as definitions and/or a history?

Find models

Look for other literature reviews in your area of interest or in the discipline and read them to get a sense of the types of themes you might want to look for in your own research or ways to organize your final review. You can simply put the word “review” in your search engine along with your other topic terms to find articles of this type on the Internet or in an electronic database. The bibliography or reference section of sources you’ve already read are also excellent entry points into your own research.

Narrow your topic

There are hundreds or even thousands of articles and books on most areas of study. The narrower your topic, the easier it will be to limit the number of sources you need to read in order to get a good survey of the material. Your instructor will probably not expect you to read everything that’s out there on the topic, but you’ll make your job easier if you first limit your scope.

Keep in mind that UNC Libraries have research guides and to databases relevant to many fields of study. You can reach out to the subject librarian for a consultation: https://library.unc.edu/support/consultations/ .

And don’t forget to tap into your professor’s (or other professors’) knowledge in the field. Ask your professor questions such as: “If you had to read only one book from the 90’s on topic X, what would it be?” Questions such as this help you to find and determine quickly the most seminal pieces in the field.

Consider whether your sources are current

Some disciplines require that you use information that is as current as possible. In the sciences, for instance, treatments for medical problems are constantly changing according to the latest studies. Information even two years old could be obsolete. However, if you are writing a review in the humanities, history, or social sciences, a survey of the history of the literature may be what is needed, because what is important is how perspectives have changed through the years or within a certain time period. Try sorting through some other current bibliographies or literature reviews in the field to get a sense of what your discipline expects. You can also use this method to consider what is currently of interest to scholars in this field and what is not.

Strategies for writing the literature review

Find a focus.

A literature review, like a term paper, is usually organized around ideas, not the sources themselves as an annotated bibliography would be organized. This means that you will not just simply list your sources and go into detail about each one of them, one at a time. No. As you read widely but selectively in your topic area, consider instead what themes or issues connect your sources together. Do they present one or different solutions? Is there an aspect of the field that is missing? How well do they present the material and do they portray it according to an appropriate theory? Do they reveal a trend in the field? A raging debate? Pick one of these themes to focus the organization of your review.

Convey it to your reader

A literature review may not have a traditional thesis statement (one that makes an argument), but you do need to tell readers what to expect. Try writing a simple statement that lets the reader know what is your main organizing principle. Here are a couple of examples:

The current trend in treatment for congestive heart failure combines surgery and medicine. More and more cultural studies scholars are accepting popular media as a subject worthy of academic consideration.

Consider organization

You’ve got a focus, and you’ve stated it clearly and directly. Now what is the most effective way of presenting the information? What are the most important topics, subtopics, etc., that your review needs to include? And in what order should you present them? Develop an organization for your review at both a global and local level:

First, cover the basic categories

Just like most academic papers, literature reviews also must contain at least three basic elements: an introduction or background information section; the body of the review containing the discussion of sources; and, finally, a conclusion and/or recommendations section to end the paper. The following provides a brief description of the content of each:

• Introduction: Gives a quick idea of the topic of the literature review, such as the central theme or organizational pattern.
• Body: Contains your discussion of sources and is organized either chronologically, thematically, or methodologically (see below for more information on each).
• Conclusions/Recommendations: Discuss what you have drawn from reviewing literature so far. Where might the discussion proceed?

Organizing the body

Once you have the basic categories in place, then you must consider how you will present the sources themselves within the body of your paper. Create an organizational method to focus this section even further.

To help you come up with an overall organizational framework for your review, consider the following scenario:

You’ve decided to focus your literature review on materials dealing with sperm whales. This is because you’ve just finished reading Moby Dick, and you wonder if that whale’s portrayal is really real. You start with some articles about the physiology of sperm whales in biology journals written in the 1980’s. But these articles refer to some British biological studies performed on whales in the early 18th century. So you check those out. Then you look up a book written in 1968 with information on how sperm whales have been portrayed in other forms of art, such as in Alaskan poetry, in French painting, or on whale bone, as the whale hunters in the late 19th century used to do. This makes you wonder about American whaling methods during the time portrayed in Moby Dick, so you find some academic articles published in the last five years on how accurately Herman Melville portrayed the whaling scene in his novel.

Now consider some typical ways of organizing the sources into a review:

• Chronological: If your review follows the chronological method, you could write about the materials above according to when they were published. For instance, first you would talk about the British biological studies of the 18th century, then about Moby Dick, published in 1851, then the book on sperm whales in other art (1968), and finally the biology articles (1980s) and the recent articles on American whaling of the 19th century. But there is relatively no continuity among subjects here. And notice that even though the sources on sperm whales in other art and on American whaling are written recently, they are about other subjects/objects that were created much earlier. Thus, the review loses its chronological focus.
• By publication: Order your sources by publication chronology, then, only if the order demonstrates a more important trend. For instance, you could order a review of literature on biological studies of sperm whales if the progression revealed a change in dissection practices of the researchers who wrote and/or conducted the studies.
• By trend: A better way to organize the above sources chronologically is to examine the sources under another trend, such as the history of whaling. Then your review would have subsections according to eras within this period. For instance, the review might examine whaling from pre-1600-1699, 1700-1799, and 1800-1899. Under this method, you would combine the recent studies on American whaling in the 19th century with Moby Dick itself in the 1800-1899 category, even though the authors wrote a century apart.
• Thematic: Thematic reviews of literature are organized around a topic or issue, rather than the progression of time. However, progression of time may still be an important factor in a thematic review. For instance, the sperm whale review could focus on the development of the harpoon for whale hunting. While the study focuses on one topic, harpoon technology, it will still be organized chronologically. The only difference here between a “chronological” and a “thematic” approach is what is emphasized the most: the development of the harpoon or the harpoon technology.But more authentic thematic reviews tend to break away from chronological order. For instance, a thematic review of material on sperm whales might examine how they are portrayed as “evil” in cultural documents. The subsections might include how they are personified, how their proportions are exaggerated, and their behaviors misunderstood. A review organized in this manner would shift between time periods within each section according to the point made.
• Methodological: A methodological approach differs from the two above in that the focusing factor usually does not have to do with the content of the material. Instead, it focuses on the “methods” of the researcher or writer. For the sperm whale project, one methodological approach would be to look at cultural differences between the portrayal of whales in American, British, and French art work. Or the review might focus on the economic impact of whaling on a community. A methodological scope will influence either the types of documents in the review or the way in which these documents are discussed. Once you’ve decided on the organizational method for the body of the review, the sections you need to include in the paper should be easy to figure out. They should arise out of your organizational strategy. In other words, a chronological review would have subsections for each vital time period. A thematic review would have subtopics based upon factors that relate to the theme or issue.

Sometimes, though, you might need to add additional sections that are necessary for your study, but do not fit in the organizational strategy of the body. What other sections you include in the body is up to you. Put in only what is necessary. Here are a few other sections you might want to consider:

• Current Situation: Information necessary to understand the topic or focus of the literature review.
• History: The chronological progression of the field, the literature, or an idea that is necessary to understand the literature review, if the body of the literature review is not already a chronology.
• Methods and/or Standards: The criteria you used to select the sources in your literature review or the way in which you present your information. For instance, you might explain that your review includes only peer-reviewed articles and journals.

Questions for Further Research: What questions about the field has the review sparked? How will you further your research as a result of the review?

Begin composing

Once you’ve settled on a general pattern of organization, you’re ready to write each section. There are a few guidelines you should follow during the writing stage as well. Here is a sample paragraph from a literature review about sexism and language to illuminate the following discussion:

However, other studies have shown that even gender-neutral antecedents are more likely to produce masculine images than feminine ones (Gastil, 1990). Hamilton (1988) asked students to complete sentences that required them to fill in pronouns that agreed with gender-neutral antecedents such as “writer,” “pedestrian,” and “persons.” The students were asked to describe any image they had when writing the sentence. Hamilton found that people imagined 3.3 men to each woman in the masculine “generic” condition and 1.5 men per woman in the unbiased condition. Thus, while ambient sexism accounted for some of the masculine bias, sexist language amplified the effect. (Source: Erika Falk and Jordan Mills, “Why Sexist Language Affects Persuasion: The Role of Homophily, Intended Audience, and Offense,” Women and Language19:2).

Use evidence

In the example above, the writers refer to several other sources when making their point. A literature review in this sense is just like any other academic research paper. Your interpretation of the available sources must be backed up with evidence to show that what you are saying is valid.

Be selective

Select only the most important points in each source to highlight in the review. The type of information you choose to mention should relate directly to the review’s focus, whether it is thematic, methodological, or chronological.

Use quotes sparingly

Falk and Mills do not use any direct quotes. That is because the survey nature of the literature review does not allow for in-depth discussion or detailed quotes from the text. Some short quotes here and there are okay, though, if you want to emphasize a point, or if what the author said just cannot be rewritten in your own words. Notice that Falk and Mills do quote certain terms that were coined by the author, not common knowledge, or taken directly from the study. But if you find yourself wanting to put in more quotes, check with your instructor.

Summarize and synthesize

Remember to summarize and synthesize your sources within each paragraph as well as throughout the review. The authors here recapitulate important features of Hamilton’s study, but then synthesize it by rephrasing the study’s significance and relating it to their own work.

Keep your own voice

While the literature review presents others’ ideas, your voice (the writer’s) should remain front and center. Notice that Falk and Mills weave references to other sources into their own text, but they still maintain their own voice by starting and ending the paragraph with their own ideas and their own words. The sources support what Falk and Mills are saying.

Use caution when paraphrasing

When paraphrasing a source that is not your own, be sure to represent the author’s information or opinions accurately and in your own words. In the preceding example, Falk and Mills either directly refer in the text to the author of their source, such as Hamilton, or they provide ample notation in the text when the ideas they are mentioning are not their own, for example, Gastil’s. For more information, please see our handout on plagiarism .

Revise, revise, revise

Draft in hand? Now you’re ready to revise. Spending a lot of time revising is a wise idea, because your main objective is to present the material, not the argument. So check over your review again to make sure it follows the assignment and/or your outline. Then, just as you would for most other academic forms of writing, rewrite or rework the language of your review so that you’ve presented your information in the most concise manner possible. Be sure to use terminology familiar to your audience; get rid of unnecessary jargon or slang. Finally, double check that you’ve documented your sources and formatted the review appropriately for your discipline. For tips on the revising and editing process, see our handout on revising drafts .

Works consulted

We consulted these works while writing this handout. This is not a comprehensive list of resources on the handout’s topic, and we encourage you to do your own research to find additional publications. Please do not use this list as a model for the format of your own reference list, as it may not match the citation style you are using. For guidance on formatting citations, please see the UNC Libraries citation tutorial . We revise these tips periodically and welcome feedback.

Anson, Chris M., and Robert A. Schwegler. 2010. The Longman Handbook for Writers and Readers , 6th ed. New York: Longman.

Jones, Robert, Patrick Bizzaro, and Cynthia Selfe. 1997. The Harcourt Brace Guide to Writing in the Disciplines . New York: Harcourt Brace.

Lamb, Sandra E. 1998. How to Write It: A Complete Guide to Everything You’ll Ever Write . Berkeley: Ten Speed Press.

Rosen, Leonard J., and Laurence Behrens. 2003. The Allyn & Bacon Handbook , 5th ed. New York: Longman.

Troyka, Lynn Quittman, and Doug Hesse. 2016. Simon and Schuster Handbook for Writers , 11th ed. London: Pearson.

You may reproduce it for non-commercial use if you use the entire handout and attribute the source: The Writing Center, University of North Carolina at Chapel Hill

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Getting Started With Library Research: Literature Review

• How to Search for KU Library Resources

Library Resources

• Standards & Resources
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• Source Evaluation
• Literature Review
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• Research Questions & Hypothesis
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What is a Literature Review?

A  literature review  is a comprehensive study and interpretation of literature that addresses a specific topic.

Literature reviews are generally conducted in one of two ways:

1) As a preliminary review before a larger study in order to critically evaluate the current literature and justify why further study and research is required.

2) As a project in itself that provides a comprehensive survey of the works published in a particular discipline or area of research over a specified period of time.  

Why conduct a literature review? They provide you with a handy guide to a particular topic. If you have limited time to conduct research, literature reviews can give you an overview or act as a stepping stone.

More:   different types of literature reviews  on how to conduct a literature review.

Literature Review Links

• PhD on Track: Types of Reviews Narrative & Systematic
• Purdue Owl: Literature Reviews
• Purdue OWL: Writing a Literature Review

How to Develop a Literature Review

How to develop a literature review from Academic Research Foundations: Quantitative by Rolin Moe

What is the Difference Between a Systematic Review and a Meta-analysis?

Dr. Singh discusses the difference between a systematic review and a meta-analysis.

Purpose of a Literature Review

Purpose of a literature review from Academic Research Foundations: Quantitative by Rolin Moe

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• Introduction
• Welcome to Advanced Writing!
• Author Biographies
• Acknowledgments
• UNIT 1. WRITING TOOLS
• 1. What's Advanced About Advanced Writing?
• 2. Writing Tools
• 3. Writing Processes
• 4. Grammar & Mechanics
• UNIT 2. ACADEMIC AUDIENCES
• 7. Writing for Academic Audiences
• 8. Finding & Evaluating Sources
• 9. Discussing & Citing Sources
• 10. Defining Literature Reviews
• 11. Planning Literature Reviews
• 12. Writing Literature Reviews
• 13. Crafting Proposals
• UNIT 3. GENERAL AUDIENCES
• 14. Writing for General Audiences
• 15. Applying for Jobs & Graduate Schools
• 16. Creating Public Texts
• 17. Presenting
• Translations

Defining Literature Reviews

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Learning Outcomes

In this chapter, you'll

• learn the definition of a literature review
• understand the difference between a literature review and a traditional argumentative research paper
• learn how literature reviews are used in the scholarly research process
• understand the purpose of a literature review

10.1 What's a Literature Review?

To answer this question, I have to tell you a story, so stick with me.

The straightforward answer is that a literature review  is a review or synthesis of all the research published on a certain topic. But I'd rather explain it from a skateboarder's perspective:

One of my favorite movie series is the 1980s classic Back to the Future trilogy where the bodacious skater Marty McFly time-travels to the future and sees the coolest thing I could imagine: a hoverboard. As a kid, I was a dabbling skateboarder at the time I saw this movie and thought if I could just have one of those rad, flying hoverboards, all my troubles would disappear. It was an optimistic time.

Trouble is, hoverboards are really hard to make. We've already passed the year 2015 when the "Future" of Back to the Future Part 2 takes place, and guess what? No hoverboards. I know what you're thinking: you've seen a skateboard-like, two-wheeled device marketed with the name "Hoverboard" that teenagers ride around parks, sidewalks, and their parents' basements. But you're wrong: that's just an electric, no-handled scooter that occasionally catches on fire and burns people's houses down. I'm not satisfied.

I want a real hoverboard. That you ride in the air . So how can we know when real hoverboards will be available? How can we know where the technology is now? Will we know a real hoverboard when we see one? Tony Hawk, the best skateboarder of all time (whose face was incidentally taped to my wall in the '80s) recently filmed a 2-minute video of how far real hoverboard technology has come—filmed on the very day Marty McFly supposedly went to the future: October 21, 2015:

Tony Hawk and the cutting edge of hoverboard research

Although this "hoverboard" was really a huge black rectangle the size of Delaware floating only an inch off the ground, and although Tony Hawk fell off a lot, he was technically in the air, so I'm taking that as a good sign. Then recently, a professional jet ski rider broke the world record for longest time "hovering" in the air with a highly dangerous jet-engine-propelled contraption called Flyboard Air. It's also definitely a step in the right direction, but there's a big problem (beside extreme danger): it's projected to cost around $250,000. Sadly, not in my price range.

The good news is, now we've found the point where hoverboard research actually is. The bad news: we have to face the sad truth that it might still be a while before we get real Marty-McFly-approved flying hoverboards that non-billionaires can ride. But at least now we know. Because knowing is half the battle.

The State of a Field on a Topic

That leads me to literature reviews. Whenever you want to know the state of a field of research like how far hoverboard technology has come, the best way to find out is probably not YouTube videos. It turns out you can do something much more reliable: conduct a literature review . In this case, "literature" doesn't mean the Victorian novels you read in English class, it means all the research published on a certain topic. So a literature review is simply a review or a synthesis of the research published on a topic.

Researchers and companies today don't just start projects out of the blue—they do their homework first by finding out what others have already done. So if you want to make a hoverboard, you don't just go to Home Depot and buy random parts—you research what already exists and talk to the experts so you don't have to reinvent the wheel (get it?).

"If I have seen further, it is by standing on the shoulders of giants." —Sir Isaac Newton (and the motto of Google Scholar)

Before good researchers set up any surveys or experiments, or even write a proposal for funding, they figure out exactly which research questions have already been asked and answered. Same goes for anyone wanting to make a product that will sell. But more importantly, they look for the gaps  in the research or marketplace where answers have yet to be found. And then they focus their own work on filling in some of those gaps. That'll be your job, too.

In other words, the goal of a literature review is to find the sweet spot where the most promising research is happening now—we call that the cutting edge. ( The Cutting Edge is also a cheesy '90s movie about ice skating, so be sure not to get them confused.) As Marty McFly would say, finding the cutting edge is pretty gnarly because that's where the adventure begins. So grab the closest thing you have to a hoverboard, and let's go.

10.2 How is a Literature Review different from a typical Research Paper?

*Suggestion: Just for fun, as you read this next section, set the mood by playing one of these songs called "Old Friends." You'll see how it's relevant in a minute.

Simon & Garfunkel "Old Friends" —old-school classic

Ben Rector "Old Friends" —w/ high school band Euromart, in the garage of the house he grew up in

Willie Nelson, Roger Miller, Ray Price “Old Friends” —country Western style

You've probably been writing research papers most of your life—you know, starting from the five-paragraph essay you learned in high school to the term paper you wrote last semester that had a thesis statement and lots of quotes. So it can seem daunting to switch gears to writing a literature review, but there are some distinct advantages to making the switch (that I'll get to later). The trick is first understanding the difference between the two.

Research Papers are Thesis Driven

The difference between a typical research paper and a literature review is your purpose and strategy. Tell me if this sounds familiar: when you're assigned to write a research paper, you start with a thesis or argument that you'd like to make. Your thesis has to do with a new way to look at something or a change you'd like to see in the future. Then you search for sources that support your point. You might adjust your thesis if you come across sources that challenge your claim, but generally, the sources you've gathered become evidence for your thesis and you use them to support your point. In other words, your argumentative research paper is driven by your thesis .

Literature Reviews are Source Driven

In contrast, when you write a Literature Review, the sources themselves dictate what you'll say in your paper. Remember, your goal is to tell your audience the state of the field on a topic—what's been happening in the published research—so you can find the cutting edge and where the research gaps are. Therefore, you need to find and evaluate the most relevant sources surrounding a topic and then write a review based on what you find . You can't decide on a thesis statement or know what points you'll make before you start because you have to find out what researchers are doing before you can report on that. Simply put, your literature review is driven by your sources .

You'll still have an overarching point/thesis that controls your literature review paper structure, but it will be a claim about what patterns you found in the research— not an argument about a change you want to see in the future or a new way to look at something. And you'll decide on your thesis much later in the writing process. Here's a table that compares the writing process of a traditional research paper with that of a literature review:

Literature Reviews: Catching up with Old Friends

Here's where the song comes in—another way to think about the difference between literature reviews and the traditional research papers you're used to writing (with props to Professor David Taylor from the University of Maryland ). What do you do when you meet an old friend? You ask,

"How are you? What have you been up to? Fill me in!"

Literature Reviews are like getting filled in by an old friend . Only this time, you're explaining how a field of research has gotten to the present (like how far hoverboard technology has come). But like a conversation with an old friend, you want to review only the details most relevant to the situation. You don't usually give a moment-by-moment chronology of what you've done in your life (no one has time for that); rather, you talk in terms of categories—work, family, travel, etc. This is like the synthesis that happens in a Literature Review. As you read sources about a specific topic, you'll look for themes, for similarities and differences, for points of agreement and disagreement, for gaps in the research that haven't been filled in yet. Those themes become the categories you'll talk about in your literature review so your audience will understand the big picture about your topic.

Why Literature Reviews?

There are some huge advantages to trying out this new genre of a literature review as opposed to a traditional research paper. We learned in Chapter 9 Talking About Sources that most college students do not engage with their sources—most students merely find quotes to fit their argument and plug them into their papers without actually understanding—or perhaps even reading—their sources. Many even quote directly from the abstract, not even bothering to read past there. Even more telling is that in the Howard and Jamieson study mentioned in Chapter 9, the number of students who summarized their sources in their papers was only 6%. That's probably because summary is a higher-level task that requires actually understanding the sources instead of merely extracting one quote at a time. And without summary, you can't have synthesis—the cornerstone of a good literature review. It's as if students are spending a lot of time exercising their research muscles, but have completely missed their most essential summary and synthesis muscles—their core, if you will.

Because of findings like this, many instructors are now assigning literature review papers rather than traditional research papers in order to isolate those core muscles that need exercise the most—the summarizing and synthesizing muscles. Because Literature Reviews are source-driven and require understanding and summarizing many sources, they are the perfect assignment for strengthening the missing skills in your writing repertoire. We've found that when our students write literature reviews, they learn (sometimes for the first time) the true steps of the research process; how to read, understand, and summarize sources; and even more importantly, they can finally see the big picture and synthesize those sources to understand the state of a field.

And by strengthening your ability to evaluate and synthesize sources, you'll actually strengthen your other writing skills as well, including your traditional research paper writing skills. You'll find after you focus on the literature review that finding and evaluating any type of source will be much easier—just like strengthening your core muscles will help you with all types of exercise.

This might sound crazy, but I actually get emails every semester from former students thanking me for assigning them a literature review because it's helped them with research projects in their next classes or jobs. You, too, can get rock hard research abs by learning how to write a literature review!

10.3 Literature Reviews in the Real World

In case you're not convinced enough to take on the task of writing a literature review, I thought I'd mention that literature reviews come up in the real world in many different venues that you'll encounter in your schooling and career. You'll see that they often follow similar patterns and purposes:

Grant Proposals

Any grant proposal submitted to request research funding begins with an extensive literature review to justify the need for the research funds. If you can prove there's a gap in knowledge, it makes it that much easier to convince your audience to give you funding to fill that gap. More on that in Chapter 12: Proposals .

IMRAD Articles

IMRAD (pronounced "im-rad") stands for Introduction, Methods, Results, and Discussion and is the most common genre published in the social sciences and sciences. Most of the sources you gather will likely be IMRAD-format papers or will at least begin with an introduction. The "I" in IMRAD stands for Introduction and usually consists of a review of the literature on the authors' research topic. The author(s) usually use the Introduction section to report on the published literature about their research topic and reveal the trends and gaps in current research. An added benefit to beginning an article this way is that by showing the gaps in the research, the author(s) can justify their own research and explain the significance of the topic they chose to examine. Clever!

It's kind of like a superhero moment when someone publishes that they have a problem (e.g., turns on the Bat Signal or yells "Help!"), and Batman or Superman or Wonder Woman swoops in and saves the day. The authors lay bare a problem or gap in current research, and then they reveal the research they did to solve that problem, fill that gap. Ta da! Research saves the day. 

As you might guess, the sections following the Introduction (Methods, Results, Discussion) describe the primary research the author(s) conducted to answer their research question. First they report on their quantitative and/or qualitative M ethods (M in IMRAD) including statistical analyses. Then they publish their R esults (R in IMRAD). Finally, the author(s) embark on a D iscussion (D in IMRAD) of their results in the context of the greater field of research and make suggestions for future research. This starts the research cycle over again as someone else reads their article as part of their own review of the literature and discovers a gap in the research that can be filled by new primary research. 

Published Literature Reviews

In the world of academia, literature reviews can also be published on their own. For example, if someone does an extensive  investigation into an important topic, the publishers of academic journals will often publish that literature review on its own to help other researchers understand that topic better. 

Market Analyses

Popular literature reviews.

Lest you think nerdy academics and business gurus are the only ones who rely on literature reviews, recall the last time you went on Wikipedia . If you think about it, Wikipedia is really just a giant Literature Review on millions of topics. Although the information on Wikipedia is not formally peer-reviewed like the reviews published in academic journals, they do cite all their sources and frequently revise to keep the information current. Clearly there's a market for relevant information. If you really want your mind to explode Inception -style, look up "Wikipedia" on Wikipedia and you'll find a literature review about a literature review. Crazy.

All this is a long way of saying that literature reviews are a part of life. And they're a huge part of any scholarly discipline, any successful business, and even our basic human desire for knowledge. So if you're ready to learn how to tackle your own literature review, let's talk about the first steps in Chapter 11 How to Plan a Literature Review .

Brigham Young University

Cristie Cowles Charles teaches writing and literature courses at Brigham Young University in Provo, Utah. She enjoys sparking a love for writing in her students--or at least a love for having had written (it's always worth it in the end, right?). She thinks pumpkin pie counts as a vegetable, is married to a super hot mechanical engineering and neuroscience professor (yes, they exist), and adores her five magnificent children.

This content is provided to you freely by BYU Open Learning Network.

Access it online or download it at https://open.byu.edu/advancedwriting/literature_review .

Frequently asked questions

What is a literature review.

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 .

Frequently asked questions: Knowledge Base

Methodology refers to the overarching strategy and rationale of your research. Developing your methodology involves studying the research methods used in your field and the theories or principles that underpin them, in order to choose the approach that best matches your objectives.

Methods are the specific tools and procedures you use to collect and analyse data (e.g. interviews, experiments , surveys , statistical tests ).

In a dissertation or scientific paper, the methodology chapter or methods section comes after the introduction and before the results , discussion and conclusion .

Depending on the length and type of document, you might also include a literature review or theoretical framework before the methodology.

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to test a hypothesis by systematically collecting and analysing data, while qualitative methods allow you to explore ideas and experiences in depth.

Reliability and validity are both about how well a method measures something:

• Reliability refers to the  consistency of a measure (whether the results can be reproduced under the same conditions).
• Validity   refers to the  accuracy of a measure (whether the results really do represent what they are supposed to measure).

If you are doing experimental research , you also have to consider the internal and external validity of your experiment.

A sample is a subset of individuals from a larger population. Sampling means selecting the group that you will actually collect data from in your research.

For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

Statistical sampling allows you to test a hypothesis about the characteristics of a population. There are various sampling methods you can use to ensure that your sample is representative of the population as a whole.

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 .

Harvard referencing uses an author–date system. Sources are cited by the author’s last name and the publication year in brackets. Each Harvard in-text citation corresponds to an entry in the alphabetised reference list at the end of the paper.

Vancouver referencing uses a numerical system. Sources are cited by a number in parentheses or superscript. Each number corresponds to a full reference at the end of the paper.

A Harvard in-text citation should appear in brackets every time you quote, paraphrase, or refer to information from a source.

The citation can appear immediately after the quotation or paraphrase, or at the end of the sentence. If you’re quoting, place the citation outside of the quotation marks but before any other punctuation like a comma or full stop.

In Harvard referencing, up to three author names are included in an in-text citation or reference list entry. When there are four or more authors, include only the first, followed by ‘ et al. ’

A bibliography should always contain every source you cited in your text. Sometimes a bibliography also contains other sources that you used in your research, but did not cite in the text.

MHRA doesn’t specify a rule about this, so check with your supervisor to find out exactly what should be included in your bibliography.

Footnote numbers should appear in superscript (e.g. 11 ). You can use the ‘Insert footnote’ button in Word to do this automatically; it’s in the ‘References’ tab at the top.

Footnotes always appear after the quote or paraphrase they relate to. MHRA generally recommends placing footnote numbers at the end of the sentence, immediately after any closing punctuation, like this. 12

In situations where this might be awkward or misleading, such as a long sentence containing multiple quotations, footnotes can also be placed at the end of a clause mid-sentence, like this; 13 note that they still come after any punctuation.

When a source has two or three authors, name all of them in your MHRA references . When there are four or more, use only the first name, followed by ‘and others’:

Note that in the bibliography, only the author listed first has their name inverted. The names of additional authors and those of translators or editors are written normally.

A citation should appear wherever you use information or ideas from a source, whether by quoting or paraphrasing its content.

In Vancouver style , you have some flexibility about where the citation number appears in the sentence – usually directly after mentioning the author’s name is best, but simply placing it at the end of the sentence is an acceptable alternative, as long as it’s clear what it relates to.

In Vancouver style , when you refer to a source with multiple authors in your text, you should only name the first author followed by ‘et al.’. This applies even when there are only two authors.

In your reference list, include up to six authors. For sources with seven or more authors, list the first six followed by ‘et al.’.

The words ‘ dissertation ’ and ‘thesis’ both refer to a large written research project undertaken to complete a degree, but they are used differently depending on the country:

• In the UK, you write a dissertation at the end of a bachelor’s or master’s degree, and you write a thesis to complete a PhD.
• In the US, it’s the other way around: you may write a thesis at the end of a bachelor’s or master’s degree, and you write a dissertation to complete a PhD.

The main difference is in terms of scale – a dissertation is usually much longer than the other essays you complete during your degree.

Another key difference is that you are given much more independence when working on a dissertation. You choose your own dissertation topic , and you have to conduct the research and write the dissertation yourself (with some assistance from your supervisor).

Dissertation word counts vary widely across different fields, institutions, and levels of education:

• An undergraduate dissertation is typically 8,000–15,000 words
• A master’s dissertation is typically 12,000–50,000 words
• A PhD thesis is typically book-length: 70,000–100,000 words

However, none of these are strict guidelines – your word count may be lower or higher than the numbers stated here. Always check the guidelines provided by your university to determine how long your own dissertation should be.

At the bachelor’s and master’s levels, the dissertation is usually the main focus of your final year. You might work on it (alongside other classes) for the entirety of the final year, or for the last six months. This includes formulating an idea, doing the research, and writing up.

A PhD thesis takes a longer time, as the thesis is the main focus of the degree. A PhD thesis might be being formulated and worked on for the whole four years of the degree program. The writing process alone can take around 18 months.

References should be included in your text whenever you use words, ideas, or information from a source. A source can be anything from a book or journal article to a website or YouTube video.

If you don’t acknowledge your sources, you can get in trouble for plagiarism .

Your university should tell you which referencing style to follow. If you’re unsure, check with a supervisor. Commonly used styles include:

• Harvard referencing , the most commonly used style in UK universities.
• MHRA , used in humanities subjects.
• APA , used in the social sciences.
• Vancouver , used in biomedicine.
• OSCOLA , used in law.

Your university may have its own referencing style guide.

If you are allowed to choose which style to follow, we recommend Harvard referencing, as it is a straightforward and widely used style.

To avoid plagiarism , always include a reference when you use words, ideas or information from a source. This shows that you are not trying to pass the work of others off as your own.

You must also properly quote or paraphrase the source. If you’re not sure whether you’ve done this correctly, you can use the Scribbr Plagiarism Checker to find and correct any mistakes.

In Harvard style , when you quote directly from a source that includes page numbers, your in-text citation must include a page number. For example: (Smith, 2014, p. 33).

You can also include page numbers to point the reader towards a passage that you paraphrased . If you refer to the general ideas or findings of the source as a whole, you don’t need to include a page number.

When you want to use a quote but can’t access the original source, you can cite it indirectly. In the in-text citation , first mention the source you want to refer to, and then the source in which you found it. For example:

It’s advisable to avoid indirect citations wherever possible, because they suggest you don’t have full knowledge of the sources you’re citing. Only use an indirect citation if you can’t reasonably gain access to the original source.

In Harvard style referencing , to distinguish between two sources by the same author that were published in the same year, you add a different letter after the year for each source:

• (Smith, 2019a)
• (Smith, 2019b)

Add ‘a’ to the first one you cite, ‘b’ to the second, and so on. Do the same in your bibliography or reference list .

To create a hanging indent for your bibliography or reference list :

• Highlight all the entries
• Click on the arrow in the bottom-right corner of the ‘Paragraph’ tab in the top menu.
• In the pop-up window, under ‘Special’ in the ‘Indentation’ section, use the drop-down menu to select ‘Hanging’.
• Then close the window with ‘OK’.

Though the terms are sometimes used interchangeably, there is a difference in meaning:

• A reference list only includes sources cited in the text – every entry corresponds to an in-text citation .
• A bibliography also includes other sources which were consulted during the research but not cited.

It’s important to assess the reliability of information found online. Look for sources from established publications and institutions with expertise (e.g. peer-reviewed journals and government agencies).

The CRAAP test (currency, relevance, authority, accuracy, purpose) can aid you in assessing sources, as can our list of credible sources . You should generally avoid citing websites like Wikipedia that can be edited by anyone – instead, look for the original source of the information in the “References” section.

You can generally omit page numbers in your in-text citations of online sources which don’t have them. But when you quote or paraphrase a specific passage from a particularly long online source, it’s useful to find an alternate location marker.

For text-based sources, you can use paragraph numbers (e.g. ‘para. 4’) or headings (e.g. ‘under “Methodology”’). With video or audio sources, use a timestamp (e.g. ‘10:15’).

In the acknowledgements of your thesis or dissertation, you should first thank those who helped you academically or professionally, such as your supervisor, funders, and other academics.

Then you can include personal thanks to friends, family members, or anyone else who supported you during the process.

Yes, it’s important to thank your supervisor(s) in the acknowledgements section of your thesis or dissertation .

Even if you feel your supervisor did not contribute greatly to the final product, you still should acknowledge them, if only for a very brief thank you. If you do not include your supervisor, it may be seen as a snub.

The acknowledgements are generally included at the very beginning of your thesis or dissertation, directly after the title page and before the abstract .

In a thesis or dissertation, the acknowledgements should usually be no longer than one page. There is no minimum length.

You may acknowledge God in your thesis or dissertation acknowledgements , but be sure to follow academic convention by also thanking the relevant members of academia, as well as family, colleagues, and friends who helped you.

All level 1 and 2 headings should be included in your table of contents . That means the titles of your chapters and the main sections within them.

The contents should also include all appendices and the lists of tables and figures, if applicable, as well as your reference list .

Do not include the acknowledgements or abstract   in the table of contents.

To automatically insert a table of contents in Microsoft Word, follow these steps:

• Apply heading styles throughout the document.
• In the references section in the ribbon, locate the Table of Contents group.
• Click the arrow next to the Table of Contents icon and select Custom Table of Contents.
• Select which levels of headings you would like to include in the table of contents.

Make sure to update your table of contents if you move text or change headings. To update, simply right click and select Update Field.

The table of contents in a thesis or dissertation always goes between your abstract and your introduction.

An abbreviation is a shortened version of an existing word, such as Dr for Doctor. In contrast, an acronym uses the first letter of each word to create a wholly new word, such as UNESCO (an acronym for the United Nations Educational, Scientific and Cultural Organization).

Your dissertation sometimes contains a list of abbreviations .

As a rule of thumb, write the explanation in full the first time you use an acronym or abbreviation. You can then proceed with the shortened version. However, if the abbreviation is very common (like UK or PC), then you can just use the abbreviated version straight away.

Be sure to add each abbreviation in your list of abbreviations !

If you only used a few abbreviations in your thesis or dissertation, you don’t necessarily need to include a list of abbreviations .

If your abbreviations are numerous, or if you think they won’t be known to your audience, it’s never a bad idea to add one. They can also improve readability, minimising confusion about abbreviations unfamiliar to your reader.

A list of abbreviations is a list of all the abbreviations you used in your thesis or dissertation. It should appear at the beginning of your document, immediately after your table of contents . It should always be in alphabetical order.

Fishbone diagrams have a few different names that are used interchangeably, including herringbone diagram, cause-and-effect diagram, and Ishikawa diagram.

These are all ways to refer to the same thing– a problem-solving approach that uses a fish-shaped diagram to model possible root causes of problems and troubleshoot solutions.

Fishbone diagrams (also called herringbone diagrams, cause-and-effect diagrams, and Ishikawa diagrams) are most popular in fields of quality management. They are also commonly used in nursing and healthcare, or as a brainstorming technique for students.

Some synonyms and near synonyms of among include:

• In the company of
• In the middle of
• Surrounded by

Some synonyms and near synonyms of between  include:

• In the space separating
• In the time separating

In spite of   is a preposition used to mean ‘ regardless of ‘, ‘notwithstanding’, or ‘even though’.

It’s always used in a subordinate clause to contrast with the information given in the main clause of a sentence (e.g., ‘Amy continued to watch TV, in spite of the time’).

Despite   is a preposition used to mean ‘ regardless of ‘, ‘notwithstanding’, or ‘even though’.

It’s used in a subordinate clause to contrast with information given in the main clause of a sentence (e.g., ‘Despite the stress, Joe loves his job’).

‘Log in’ is a phrasal verb meaning ‘connect to an electronic device, system, or app’. The preposition ‘to’ is often used directly after the verb; ‘in’ and ‘to’ should be written as two separate words (e.g., ‘ log in to the app to update privacy settings’).

‘Log into’ is sometimes used instead of ‘log in to’, but this is generally considered incorrect (as is ‘login to’).

Some synonyms and near synonyms of ensure include:

• Make certain

Some synonyms and near synonyms of assure  include:

Rest assured is an expression meaning ‘you can be certain’ (e.g., ‘Rest assured, I will find your cat’). ‘Assured’ is the adjectival form of the verb assure , meaning ‘convince’ or ‘persuade’.

Some synonyms and near synonyms for council include:

There are numerous synonyms and near synonyms for the two meanings of counsel :

AI writing tools can be used to perform a variety of tasks.

Generative AI writing tools (like ChatGPT ) generate text based on human inputs and can be used for interactive learning, to provide feedback, or to generate research questions or outlines.

These tools can also be used to paraphrase or summarise text or to identify grammar and punctuation mistakes. Y ou can also use Scribbr’s free paraphrasing tool , summarising tool , and grammar checker , which are designed specifically for these purposes.

Using AI writing tools (like ChatGPT ) to write your essay is usually considered plagiarism and may result in penalisation, unless it is allowed by your university. Text generated by AI tools is based on existing texts and therefore cannot provide unique insights. Furthermore, these outputs sometimes contain factual inaccuracies or grammar mistakes.

However, AI writing tools can be used effectively as a source of feedback and inspiration for your writing (e.g., to generate research questions ). Other AI tools, like grammar checkers, can help identify and eliminate grammar and punctuation mistakes to enhance your writing.

The Scribbr Knowledge Base is a collection of free resources to help you succeed in academic research, writing, and citation. Every week, we publish helpful step-by-step guides, clear examples, simple templates, engaging videos, and more.

The Knowledge Base is for students at all levels. Whether you’re writing your first essay, working on your bachelor’s or master’s dissertation, or getting to grips with your PhD research, we’ve got you covered.

As well as the Knowledge Base, Scribbr provides many other tools and services to support you in academic writing and citation:

• Create your citations and manage your reference list with our free Reference Generators in APA and MLA style.
• Scan your paper for in-text citation errors and inconsistencies with our innovative APA Citation Checker .
• Avoid accidental plagiarism with our reliable Plagiarism Checker .
• Polish your writing and get feedback on structure and clarity with our Proofreading & Editing services .

Yes! We’re happy for educators to use our content, and we’ve even adapted some of our articles into ready-made lecture slides .

You are free to display, distribute, and adapt Scribbr materials in your classes or upload them in private learning environments like Blackboard. We only ask that you credit Scribbr for any content you use.

We’re always striving to improve the Knowledge Base. If you have an idea for a topic we should cover, or you notice a mistake in any of our articles, let us know by emailing [email protected] .

The consequences of plagiarism vary depending on the type of plagiarism and the context in which it occurs. For example, submitting a whole paper by someone else will have the most severe consequences, while accidental citation errors are considered less serious.

If you’re a student, then you might fail the course, be suspended or expelled, or be obligated to attend a workshop on plagiarism. It depends on whether it’s your first offence or you’ve done it before.

As an academic or professional, plagiarising seriously damages your reputation. You might also lose your research funding or your job, and you could even face legal consequences for copyright infringement.

Paraphrasing without crediting the original author is a form of plagiarism , because you’re presenting someone else’s ideas as if they were your own.

However, paraphrasing is not plagiarism if you correctly reference the source . This means including an in-text referencing and a full reference , formatted according to your required citation style (e.g., Harvard , Vancouver ).

As well as referencing your source, make sure that any paraphrased text is completely rewritten in your own words.

Accidental plagiarism is one of the most common examples of plagiarism . Perhaps you forgot to cite a source, or paraphrased something a bit too closely. Maybe you can’t remember where you got an idea from, and aren’t totally sure if it’s original or not.

These all count as plagiarism, even though you didn’t do it on purpose. When in doubt, make sure you’re citing your sources . Also consider running your work through a plagiarism checker tool prior to submission, which work by using advanced database software to scan for matches between your text and existing texts.

Scribbr’s Plagiarism Checker takes less than 10 minutes and can help you turn in your paper with confidence.

The accuracy depends on the plagiarism checker you use. Per our in-depth research , Scribbr is the most accurate plagiarism checker. Many free plagiarism checkers fail to detect all plagiarism or falsely flag text as plagiarism.

Plagiarism checkers work by using advanced database software to scan for matches between your text and existing texts. Their accuracy is determined by two factors: the algorithm (which recognises the plagiarism) and the size of the database (with which your document is compared).

To avoid plagiarism when summarising an article or other source, follow these two rules:

• Write the summary entirely in your own words by   paraphrasing the author’s ideas.
• Reference the source with an in-text citation and a full reference so your reader can easily find the original text.

Plagiarism can be detected by your professor or readers if the tone, formatting, or style of your text is different in different parts of your paper, or if they’re familiar with the plagiarised source.

Many universities also use   plagiarism detection software like Turnitin’s, which compares your text to a large database of other sources, flagging any similarities that come up.

It can be easier than you think to commit plagiarism by accident. Consider using a   plagiarism checker prior to submitting your essay to ensure you haven’t missed any citations.

Some examples of plagiarism include:

• Copying and pasting a Wikipedia article into the body of an assignment
• Quoting a source without including a citation
• Not paraphrasing a source properly (e.g. maintaining wording too close to the original)
• Forgetting to cite the source of an idea

The most surefire way to   avoid plagiarism is to always cite your sources . When in doubt, cite!

Global plagiarism means taking an entire work written by someone else and passing it off as your own. This can include getting someone else to write an essay or assignment for you, or submitting a text you found online as your own work.

Global plagiarism is one of the most serious types of plagiarism because it involves deliberately and directly lying about the authorship of a work. It can have severe consequences for students and professionals alike.

Verbatim plagiarism means copying text from a source and pasting it directly into your own document without giving proper credit.

If the structure and the majority of the words are the same as in the original source, then you are committing verbatim plagiarism. This is the case even if you delete a few words or replace them with synonyms.

If you want to use an author’s exact words, you need to quote the original source by putting the copied text in quotation marks and including an   in-text citation .

Patchwork plagiarism , also called mosaic plagiarism, means copying phrases, passages, or ideas from various existing sources and combining them to create a new text. This includes slightly rephrasing some of the content, while keeping many of the same words and the same structure as the original.

While this type of plagiarism is more insidious than simply copying and pasting directly from a source, plagiarism checkers like Turnitin’s can still easily detect it.

To avoid plagiarism in any form, remember to reference your sources .

Yes, reusing your own work without citation is considered self-plagiarism . This can range from resubmitting an entire assignment to reusing passages or data from something you’ve handed in previously.

Self-plagiarism often has the same consequences as other types of plagiarism . If you want to reuse content you wrote in the past, make sure to check your university’s policy or consult your professor.

If you are reusing content or data you used in a previous assignment, make sure to cite yourself. You can cite yourself the same way you would cite any other source: simply follow the directions for the citation style you are using.

Keep in mind that reusing prior content can be considered self-plagiarism , so make sure you ask your instructor or consult your university’s handbook prior to doing so.

Most institutions have an internal database of previously submitted student assignments. Turnitin can check for self-plagiarism by comparing your paper against this database. If you’ve reused parts of an assignment you already submitted, it will flag any similarities as potential plagiarism.

Online plagiarism checkers don’t have access to your institution’s database, so they can’t detect self-plagiarism of unpublished work. If you’re worried about accidentally self-plagiarising, you can use Scribbr’s Self-Plagiarism Checker to upload your unpublished documents and check them for similarities.

Plagiarism has serious consequences and can be illegal in certain scenarios.

While most of the time plagiarism in an undergraduate setting is not illegal, plagiarism or self-plagiarism in a professional academic setting can lead to legal action, including copyright infringement and fraud. Many scholarly journals do not allow you to submit the same work to more than one journal, and if you do not credit a coauthor, you could be legally defrauding them.

Even if you aren’t breaking the law, plagiarism can seriously impact your academic career. While the exact consequences of plagiarism vary by institution and severity, common consequences include a lower grade, automatically failing a course, academic suspension or probation, and even expulsion.

Self-plagiarism means recycling work that you’ve previously published or submitted as an assignment. It’s considered academic dishonesty to present something as brand new when you’ve already gotten credit and perhaps feedback for it in the past.

If you want to refer to ideas or data from previous work, be sure to cite yourself.

Academic integrity means being honest, ethical, and thorough in your academic work. To maintain academic integrity, you should avoid misleading your readers about any part of your research and refrain from offences like plagiarism and contract cheating, which are examples of academic misconduct.

Academic dishonesty refers to deceitful or misleading behavior in an academic setting. Academic dishonesty can occur intentionally or unintentionally, and it varies in severity.

It can encompass paying for a pre-written essay, cheating on an exam, or committing plagiarism . It can also include helping others cheat, copying a friend’s homework answers, or even pretending to be sick to miss an exam.

Academic dishonesty doesn’t just occur in a classroom setting, but also in research and other academic-adjacent fields.

Consequences of academic dishonesty depend on the severity of the offence and your institution’s policy. They can range from a warning for a first offence to a failing grade in a course to expulsion from your university.

For those in certain fields, such as nursing, engineering, or lab sciences, not learning fundamentals properly can directly impact the health and safety of others. For those working in academia or research, academic dishonesty impacts your professional reputation, leading others to doubt your future work.

Academic dishonesty can be intentional or unintentional, ranging from something as simple as claiming to have read something you didn’t to copying your neighbour’s answers on an exam.

You can commit academic dishonesty with the best of intentions, such as helping a friend cheat on a paper. Severe academic dishonesty can include buying a pre-written essay or the answers to a multiple-choice test, or falsifying a medical emergency to avoid taking a final exam.

Plagiarism means presenting someone else’s work as your own without giving proper credit to the original author. In academic writing, plagiarism involves using words, ideas, or information from a source without including a citation .

Plagiarism can have serious consequences , even when it’s done accidentally. To avoid plagiarism, it’s important to keep track of your sources and cite them correctly.

Common knowledge does not need to be cited. However, you should be extra careful when deciding what counts as common knowledge.

Common knowledge encompasses information that the average educated reader would accept as true without needing the extra validation of a source or citation.

Common knowledge should be widely known, undisputed, and easily verified. When in doubt, always cite your sources.

Most online plagiarism checkers only have access to public databases, whose software doesn’t allow you to compare two documents for plagiarism.

However, in addition to our Plagiarism Checker , Scribbr also offers an Self-Plagiarism Checker . This is an add-on tool that lets you compare your paper with unpublished or private documents. This way you can rest assured that you haven’t unintentionally plagiarised or self-plagiarised .

Compare two sources for plagiarism

The research methods you use depend on the type of data you need to answer your research question .

• If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts, and meanings, use qualitative methods .
• If you want to analyse a large amount of readily available data, use secondary data. If you want data specific to your purposes with control over how they are generated, collect primary data.
• If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.

Methodology refers to the overarching strategy and rationale of your research project . It involves studying the methods used in your field and the theories or principles behind them, in order to develop an approach that matches your objectives.

Methods are the specific tools and procedures you use to collect and analyse data (e.g. experiments, surveys , and statistical tests ).

In shorter scientific papers, where the aim is to report the findings of a specific study, you might simply describe what you did in a methods section .

In a longer or more complex research project, such as a thesis or dissertation , you will probably include a methodology section , where you explain your approach to answering the research questions and cite relevant sources to support your choice of methods.

In mixed methods research , you use both qualitative and quantitative data collection and analysis methods to answer your research question .

Data collection is the systematic process by which observations or measurements are gathered in research. It is used in many different contexts by academics, governments, businesses, and other organisations.

There are various approaches to qualitative data analysis , but they all share five steps in common:

• Prepare and organise your data.
• Review and explore your data.
• Develop a data coding system.
• Assign codes to the data.
• Identify recurring themes.

The specifics of each step depend on the focus of the analysis. Some common approaches include textual analysis , thematic analysis , and discourse analysis .

There are five common approaches to qualitative research :

• Grounded theory involves collecting data in order to develop new theories.
• Ethnography involves immersing yourself in a group or organisation to understand its culture.
• Narrative research involves interpreting stories to understand how people make sense of their experiences and perceptions.
• Phenomenological research involves investigating phenomena through people’s lived experiences.
• Action research links theory and practice in several cycles to drive innovative changes.

Hypothesis testing is a formal procedure for investigating our ideas about the world using statistics. It is used by scientists to test specific predictions, called hypotheses , by calculating how likely it is that a pattern or relationship between variables could have arisen by chance.

Operationalisation means turning abstract conceptual ideas into measurable observations.

For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioural avoidance of crowded places, or physical anxiety symptoms in social situations.

Before collecting data , it’s important to consider how you will operationalise the variables that you want to measure.

Triangulation in research means using multiple datasets, methods, theories and/or investigators to address a research question. It’s a research strategy that can help you enhance the validity and credibility of your findings.

Triangulation is mainly used in qualitative research , but it’s also commonly applied in quantitative research . Mixed methods research always uses triangulation.

These are four of the most common mixed methods designs :

• Convergent parallel: Quantitative and qualitative data are collected at the same time and analysed separately. After both analyses are complete, compare your results to draw overall conclusions. 
• Embedded: Quantitative and qualitative data are collected at the same time, but within a larger quantitative or qualitative design. One type of data is secondary to the other.
• Explanatory sequential: Quantitative data is collected and analysed first, followed by qualitative data. You can use this design if you think your qualitative data will explain and contextualise your quantitative findings.
• Exploratory sequential: Qualitative data is collected and analysed first, followed by quantitative data. You can use this design if you think the quantitative data will confirm or validate your qualitative findings.

An observational study could be a good fit for your research if your research question is based on things you observe. If you have ethical, logistical, or practical concerns that make an experimental design challenging, consider an observational study. Remember that in an observational study, it is critical that there be no interference or manipulation of the research subjects. Since it’s not an experiment, there are no control or treatment groups either.

The key difference between observational studies and experiments is that, done correctly, an observational study will never influence the responses or behaviours of participants. Experimental designs will have a treatment condition applied to at least a portion of participants.

Exploratory research explores the main aspects of a new or barely researched question.

Explanatory research explains the causes and effects of an already widely researched question.

Experimental designs are a set of procedures that you plan in order to examine the relationship between variables that interest you.

To design a successful experiment, first identify:

• A testable hypothesis
• One or more independent variables that you will manipulate
• One or more dependent variables that you will measure

When designing the experiment, first decide:

• How your variable(s) will be manipulated
• How you will control for any potential confounding or lurking variables
• How many subjects you will include
• How you will assign treatments to your subjects

There are four main types of triangulation :

• Data triangulation : Using data from different times, spaces, and people
• Investigator triangulation : Involving multiple researchers in collecting or analysing data
• Theory triangulation : Using varying theoretical perspectives in your research
• Methodological triangulation : Using different methodologies to approach the same topic

Triangulation can help:

• Reduce bias that comes from using a single method, theory, or investigator
• Enhance validity by approaching the same topic with different tools
• Establish credibility by giving you a complete picture of the research problem

But triangulation can also pose problems:

• It’s time-consuming and labour-intensive, often involving an interdisciplinary team.
• Your results may be inconsistent or even contradictory.

A confounding variable , also called a confounder or confounding factor, is a third variable in a study examining a potential cause-and-effect relationship.

A confounding variable is related to both the supposed cause and the supposed effect of the study. It can be difficult to separate the true effect of the independent variable from the effect of the confounding variable.

In your research design , it’s important to identify potential confounding variables and plan how you will reduce their impact.

In a between-subjects design , every participant experiences only one condition, and researchers assess group differences between participants in various conditions.

In a within-subjects design , each participant experiences all conditions, and researchers test the same participants repeatedly for differences between conditions.

The word ‘between’ means that you’re comparing different conditions between groups, while the word ‘within’ means you’re comparing different conditions within the same group.

A quasi-experiment is a type of research design that attempts to establish a cause-and-effect relationship. The main difference between this and a true experiment is that the groups are not randomly assigned.

In experimental research, random assignment is a way of placing participants from your sample into different groups using randomisation. With this method, every member of the sample has a known or equal chance of being placed in a control group or an experimental group.

Quasi-experimental design is most useful in situations where it would be unethical or impractical to run a true experiment .

Quasi-experiments have lower internal validity than true experiments, but they often have higher external validity  as they can use real-world interventions instead of artificial laboratory settings.

Within-subjects designs have many potential threats to internal validity , but they are also very statistically powerful .

Advantages:

• Only requires small samples
• Statistically powerful
• Removes the effects of individual differences on the outcomes

Disadvantages:

• Internal validity threats reduce the likelihood of establishing a direct relationship between variables
• Time-related effects, such as growth, can influence the outcomes
• Carryover effects mean that the specific order of different treatments affect the outcomes

Yes. Between-subjects and within-subjects designs can be combined in a single study when you have two or more independent variables (a factorial design). In a mixed factorial design, one variable is altered between subjects and another is altered within subjects.

In a factorial design, multiple independent variables are tested.

If you test two variables, each level of one independent variable is combined with each level of the other independent variable to create different conditions.

While a between-subjects design has fewer threats to internal validity , it also requires more participants for high statistical power than a within-subjects design .

• Prevents carryover effects of learning and fatigue.
• Shorter study duration.
• Needs larger samples for high power.
• Uses more resources to recruit participants, administer sessions, cover costs, etc.
• Individual differences may be an alternative explanation for results.

Samples are used to make inferences about populations . Samples are easier to collect data from because they are practical, cost-effective, convenient, and manageable.

Probability sampling means that every member of the target population has a known chance of being included in the sample.

Probability sampling methods include simple random sampling , systematic sampling , stratified sampling , and cluster sampling .

In non-probability sampling , the sample is selected based on non-random criteria, and not every member of the population has a chance of being included.

Common non-probability sampling methods include convenience sampling , voluntary response sampling, purposive sampling , snowball sampling , and quota sampling .

In multistage sampling , or multistage cluster sampling, you draw a sample from a population using smaller and smaller groups at each stage.

This method is often used to collect data from a large, geographically spread group of people in national surveys, for example. You take advantage of hierarchical groupings (e.g., from county to city to neighbourhood) to create a sample that’s less expensive and time-consuming to collect data from.

Sampling bias occurs when some members of a population are systematically more likely to be selected in a sample than others.

Simple random sampling is a type of probability sampling in which the researcher randomly selects a subset of participants from a population . Each member of the population has an equal chance of being selected. Data are then collected from as large a percentage as possible of this random subset.

The American Community Survey  is an example of simple random sampling . In order to collect detailed data on the population of the US, the Census Bureau officials randomly select 3.5 million households per year and use a variety of methods to convince them to fill out the survey.

If properly implemented, simple random sampling is usually the best sampling method for ensuring both internal and external validity . However, it can sometimes be impractical and expensive to implement, depending on the size of the population to be studied,

If you have a list of every member of the population and the ability to reach whichever members are selected, you can use simple random sampling.

Cluster sampling is more time- and cost-efficient than other probability sampling methods , particularly when it comes to large samples spread across a wide geographical area.

However, it provides less statistical certainty than other methods, such as simple random sampling , because it is difficult to ensure that your clusters properly represent the population as a whole.

There are three types of cluster sampling : single-stage, double-stage and multi-stage clustering. In all three types, you first divide the population into clusters, then randomly select clusters for use in your sample.

• In single-stage sampling , you collect data from every unit within the selected clusters.
• In double-stage sampling , you select a random sample of units from within the clusters.
• In multi-stage sampling , you repeat the procedure of randomly sampling elements from within the clusters until you have reached a manageable sample.

Cluster sampling is a probability sampling method in which you divide a population into clusters, such as districts or schools, and then randomly select some of these clusters as your sample.

The clusters should ideally each be mini-representations of the population as a whole.

In multistage sampling , you can use probability or non-probability sampling methods.

For a probability sample, you have to probability sampling at every stage. You can mix it up by using simple random sampling , systematic sampling , or stratified sampling to select units at different stages, depending on what is applicable and relevant to your study.

Multistage sampling can simplify data collection when you have large, geographically spread samples, and you can obtain a probability sample without a complete sampling frame.

But multistage sampling may not lead to a representative sample, and larger samples are needed for multistage samples to achieve the statistical properties of simple random samples .

In stratified sampling , researchers divide subjects into subgroups called strata based on characteristics that they share (e.g., race, gender, educational attainment).

Once divided, each subgroup is randomly sampled using another probability sampling method .

You should use stratified sampling when your sample can be divided into mutually exclusive and exhaustive subgroups that you believe will take on different mean values for the variable that you’re studying.

Using stratified sampling will allow you to obtain more precise (with lower variance ) statistical estimates of whatever you are trying to measure.

For example, say you want to investigate how income differs based on educational attainment, but you know that this relationship can vary based on race. Using stratified sampling, you can ensure you obtain a large enough sample from each racial group, allowing you to draw more precise conclusions.

Yes, you can create a stratified sample using multiple characteristics, but you must ensure that every participant in your study belongs to one and only one subgroup. In this case, you multiply the numbers of subgroups for each characteristic to get the total number of groups.

For example, if you were stratifying by location with three subgroups (urban, rural, or suburban) and marital status with five subgroups (single, divorced, widowed, married, or partnered), you would have 3 × 5 = 15 subgroups.

There are three key steps in systematic sampling :

• Define and list your population , ensuring that it is not ordered in a cyclical or periodic order.
• Decide on your sample size and calculate your interval, k , by dividing your population by your target sample size.
• Choose every k th member of the population as your sample.

Systematic sampling is a probability sampling method where researchers select members of the population at a regular interval – for example, by selecting every 15th person on a list of the population. If the population is in a random order, this can imitate the benefits of simple random sampling .

Populations are used when a research question requires data from every member of the population. This is usually only feasible when the population is small and easily accessible.

A statistic refers to measures about the sample , while a parameter refers to measures about the population .

A sampling error is the difference between a population parameter and a sample statistic .

There are eight threats to internal validity : history, maturation, instrumentation, testing, selection bias , regression to the mean, social interaction, and attrition .

Internal validity is the extent to which you can be confident that a cause-and-effect relationship established in a study cannot be explained by other factors.

Attrition bias is a threat to internal validity . In experiments, differential rates of attrition between treatment and control groups can skew results.

This bias can affect the relationship between your independent and dependent variables . It can make variables appear to be correlated when they are not, or vice versa.

The external validity of a study is the extent to which you can generalise your findings to different groups of people, situations, and measures.

The two types of external validity are population validity (whether you can generalise to other groups of people) and ecological validity (whether you can generalise to other situations and settings).

There are seven threats to external validity : selection bias , history, experimenter effect, Hawthorne effect , testing effect, aptitude-treatment, and situation effect.

Attrition bias can skew your sample so that your final sample differs significantly from your original sample. Your sample is biased because some groups from your population are underrepresented.

With a biased final sample, you may not be able to generalise your findings to the original population that you sampled from, so your external validity is compromised.

Construct validity is about how well a test measures the concept it was designed to evaluate. It’s one of four types of measurement validity , which includes construct validity, face validity , and criterion validity.

There are two subtypes of construct validity.

• Convergent validity : The extent to which your measure corresponds to measures of related constructs
• Discriminant validity: The extent to which your measure is unrelated or negatively related to measures of distinct constructs

When designing or evaluating a measure, construct validity helps you ensure you’re actually measuring the construct you’re interested in. If you don’t have construct validity, you may inadvertently measure unrelated or distinct constructs and lose precision in your research.

Construct validity is often considered the overarching type of measurement validity ,  because it covers all of the other types. You need to have face validity , content validity, and criterion validity to achieve construct validity.

Statistical analyses are often applied to test validity with data from your measures. You test convergent validity and discriminant validity with correlations to see if results from your test are positively or negatively related to those of other established tests.

You can also use regression analyses to assess whether your measure is actually predictive of outcomes that you expect it to predict theoretically. A regression analysis that supports your expectations strengthens your claim of construct validity .

Face validity is about whether a test appears to measure what it’s supposed to measure. This type of validity is concerned with whether a measure seems relevant and appropriate for what it’s assessing only on the surface.

Face validity is important because it’s a simple first step to measuring the overall validity of a test or technique. It’s a relatively intuitive, quick, and easy way to start checking whether a new measure seems useful at first glance.

Good face validity means that anyone who reviews your measure says that it seems to be measuring what it’s supposed to. With poor face validity, someone reviewing your measure may be left confused about what you’re measuring and why you’re using this method.

It’s often best to ask a variety of people to review your measurements. You can ask experts, such as other researchers, or laypeople, such as potential participants, to judge the face validity of tests.

While experts have a deep understanding of research methods , the people you’re studying can provide you with valuable insights you may have missed otherwise.

There are many different types of inductive reasoning that people use formally or informally.

Here are a few common types:

• Inductive generalisation : You use observations about a sample to come to a conclusion about the population it came from.
• Statistical generalisation: You use specific numbers about samples to make statements about populations.
• Causal reasoning: You make cause-and-effect links between different things.
• Sign reasoning: You make a conclusion about a correlational relationship between different things.
• Analogical reasoning: You make a conclusion about something based on its similarities to something else.

Inductive reasoning is a bottom-up approach, while deductive reasoning is top-down.

Inductive reasoning takes you from the specific to the general, while in deductive reasoning, you make inferences by going from general premises to specific conclusions.

In inductive research , you start by making observations or gathering data. Then, you take a broad scan of your data and search for patterns. Finally, you make general conclusions that you might incorporate into theories.

Inductive reasoning is a method of drawing conclusions by going from the specific to the general. It’s usually contrasted with deductive reasoning, where you proceed from general information to specific conclusions.

Inductive reasoning is also called inductive logic or bottom-up reasoning.

Deductive reasoning is a logical approach where you progress from general ideas to specific conclusions. It’s often contrasted with inductive reasoning , where you start with specific observations and form general conclusions.

Deductive reasoning is also called deductive logic.

Deductive reasoning is commonly used in scientific research, and it’s especially associated with quantitative research .

In research, you might have come across something called the hypothetico-deductive method . It’s the scientific method of testing hypotheses to check whether your predictions are substantiated by real-world data.

A dependent variable is what changes as a result of the independent variable manipulation in experiments . It’s what you’re interested in measuring, and it ‘depends’ on your independent variable.

In statistics, dependent variables are also called:

• Response variables (they respond to a change in another variable)
• Outcome variables (they represent the outcome you want to measure)
• Left-hand-side variables (they appear on the left-hand side of a regression equation)

An independent variable is the variable you manipulate, control, or vary in an experimental study to explore its effects. It’s called ‘independent’ because it’s not influenced by any other variables in the study.

Independent variables are also called:

• Explanatory variables (they explain an event or outcome)
• Predictor variables (they can be used to predict the value of a dependent variable)
• Right-hand-side variables (they appear on the right-hand side of a regression equation)

A correlation is usually tested for two variables at a time, but you can test correlations between three or more variables.

On graphs, the explanatory variable is conventionally placed on the x -axis, while the response variable is placed on the y -axis.

• If you have quantitative variables , use a scatterplot or a line graph.
• If your response variable is categorical, use a scatterplot or a line graph.
• If your explanatory variable is categorical, use a bar graph.

The term ‘ explanatory variable ‘ is sometimes preferred over ‘ independent variable ‘ because, in real-world contexts, independent variables are often influenced by other variables. This means they aren’t totally independent.

Multiple independent variables may also be correlated with each other, so ‘explanatory variables’ is a more appropriate term.

The difference between explanatory and response variables is simple:

• An explanatory variable is the expected cause, and it explains the results.
• A response variable is the expected effect, and it responds to other variables.

There are 4 main types of extraneous variables :

• Demand characteristics : Environmental cues that encourage participants to conform to researchers’ expectations
• Experimenter effects : Unintentional actions by researchers that influence study outcomes
• Situational variables : Eenvironmental variables that alter participants’ behaviours
• Participant variables : Any characteristic or aspect of a participant’s background that could affect study results

An extraneous variable is any variable that you’re not investigating that can potentially affect the dependent variable of your research study.

A confounding variable is a type of extraneous variable that not only affects the dependent variable, but is also related to the independent variable.

‘Controlling for a variable’ means measuring extraneous variables and accounting for them statistically to remove their effects on other variables.

Researchers often model control variable data along with independent and dependent variable data in regression analyses and ANCOVAs . That way, you can isolate the control variable’s effects from the relationship between the variables of interest.

Control variables help you establish a correlational or causal relationship between variables by enhancing internal validity .

If you don’t control relevant extraneous variables , they may influence the outcomes of your study, and you may not be able to demonstrate that your results are really an effect of your independent variable .

A control variable is any variable that’s held constant in a research study. It’s not a variable of interest in the study, but it’s controlled because it could influence the outcomes.

In statistics, ordinal and nominal variables are both considered categorical variables .

Even though ordinal data can sometimes be numerical, not all mathematical operations can be performed on them.

In scientific research, concepts are the abstract ideas or phenomena that are being studied (e.g., educational achievement). Variables are properties or characteristics of the concept (e.g., performance at school), while indicators are ways of measuring or quantifying variables (e.g., yearly grade reports).

The process of turning abstract concepts into measurable variables and indicators is called operationalisation .

There are several methods you can use to decrease the impact of confounding variables on your research: restriction, matching, statistical control, and randomisation.

In restriction , you restrict your sample by only including certain subjects that have the same values of potential confounding variables.

In matching , you match each of the subjects in your treatment group with a counterpart in the comparison group. The matched subjects have the same values on any potential confounding variables, and only differ in the independent variable .

In statistical control , you include potential confounders as variables in your regression .

In randomisation , you randomly assign the treatment (or independent variable) in your study to a sufficiently large number of subjects, which allows you to control for all potential confounding variables.

A confounding variable is closely related to both the independent and dependent variables in a study. An independent variable represents the supposed cause , while the dependent variable is the supposed effect . A confounding variable is a third variable that influences both the independent and dependent variables.

Failing to account for confounding variables can cause you to wrongly estimate the relationship between your independent and dependent variables.

To ensure the internal validity of your research, you must consider the impact of confounding variables. If you fail to account for them, you might over- or underestimate the causal relationship between your independent and dependent variables , or even find a causal relationship where none exists.

Yes, but including more than one of either type requires multiple research questions .

For example, if you are interested in the effect of a diet on health, you can use multiple measures of health: blood sugar, blood pressure, weight, pulse, and many more. Each of these is its own dependent variable with its own research question.

You could also choose to look at the effect of exercise levels as well as diet, or even the additional effect of the two combined. Each of these is a separate independent variable .

To ensure the internal validity of an experiment , you should only change one independent variable at a time.

No. The value of a dependent variable depends on an independent variable, so a variable cannot be both independent and dependent at the same time. It must be either the cause or the effect, not both.

You want to find out how blood sugar levels are affected by drinking diet cola and regular cola, so you conduct an experiment .

• The type of cola – diet or regular – is the independent variable .
• The level of blood sugar that you measure is the dependent variable – it changes depending on the type of cola.

Determining cause and effect is one of the most important parts of scientific research. It’s essential to know which is the cause – the independent variable – and which is the effect – the dependent variable.

Quantitative variables are any variables where the data represent amounts (e.g. height, weight, or age).

Categorical variables are any variables where the data represent groups. This includes rankings (e.g. finishing places in a race), classifications (e.g. brands of cereal), and binary outcomes (e.g. coin flips).

You need to know what type of variables you are working with to choose the right statistical test for your data and interpret your results .

Discrete and continuous variables are two types of quantitative variables :

• Discrete variables represent counts (e.g., the number of objects in a collection).
• Continuous variables represent measurable amounts (e.g., water volume or weight).

You can think of independent and dependent variables in terms of cause and effect: an independent variable is the variable you think is the cause , while a dependent variable is the effect .

In an experiment, you manipulate the independent variable and measure the outcome in the dependent variable. For example, in an experiment about the effect of nutrients on crop growth:

• The  independent variable  is the amount of nutrients added to the crop field.
• The  dependent variable is the biomass of the crops at harvest time.

Defining your variables, and deciding how you will manipulate and measure them, is an important part of experimental design .

Including mediators and moderators in your research helps you go beyond studying a simple relationship between two variables for a fuller picture of the real world. They are important to consider when studying complex correlational or causal relationships.

Mediators are part of the causal pathway of an effect, and they tell you how or why an effect takes place. Moderators usually help you judge the external validity of your study by identifying the limitations of when the relationship between variables holds.

If something is a mediating variable :

• It’s caused by the independent variable
• It influences the dependent variable
• When it’s taken into account, the statistical correlation between the independent and dependent variables is higher than when it isn’t considered

A confounder is a third variable that affects variables of interest and makes them seem related when they are not. In contrast, a mediator is the mechanism of a relationship between two variables: it explains the process by which they are related.

A mediator variable explains the process through which two variables are related, while a moderator variable affects the strength and direction of that relationship.

When conducting research, collecting original data has significant advantages:

• You can tailor data collection to your specific research aims (e.g., understanding the needs of your consumers or user testing your website).
• You can control and standardise the process for high reliability and validity (e.g., choosing appropriate measurements and sampling methods ).

However, there are also some drawbacks: data collection can be time-consuming, labour-intensive, and expensive. In some cases, it’s more efficient to use secondary data that has already been collected by someone else, but the data might be less reliable.

A structured interview is a data collection method that relies on asking questions in a set order to collect data on a topic. They are often quantitative in nature. Structured interviews are best used when:

• You already have a very clear understanding of your topic. Perhaps significant research has already been conducted, or you have done some prior research yourself, but you already possess a baseline for designing strong structured questions.
• You are constrained in terms of time or resources and need to analyse your data quickly and efficiently
• Your research question depends on strong parity between participants, with environmental conditions held constant

More flexible interview options include semi-structured interviews , unstructured interviews , and focus groups .

The interviewer effect is a type of bias that emerges when a characteristic of an interviewer (race, age, gender identity, etc.) influences the responses given by the interviewee.

There is a risk of an interviewer effect in all types of interviews , but it can be mitigated by writing really high-quality interview questions.

A semi-structured interview is a blend of structured and unstructured types of interviews. Semi-structured interviews are best used when:

• You have prior interview experience. Spontaneous questions are deceptively challenging, and it’s easy to accidentally ask a leading question or make a participant uncomfortable.
• Your research question is exploratory in nature. Participant answers can guide future research questions and help you develop a more robust knowledge base for future research.

An unstructured interview is the most flexible type of interview, but it is not always the best fit for your research topic.

Unstructured interviews are best used when:

• You are an experienced interviewer and have a very strong background in your research topic, since it is challenging to ask spontaneous, colloquial questions
• Your research question is exploratory in nature. While you may have developed hypotheses, you are open to discovering new or shifting viewpoints through the interview process.
• You are seeking descriptive data, and are ready to ask questions that will deepen and contextualise your initial thoughts and hypotheses
• Your research depends on forming connections with your participants and making them feel comfortable revealing deeper emotions, lived experiences, or thoughts

The four most common types of interviews are:

• Structured interviews : The questions are predetermined in both topic and order.
• Semi-structured interviews : A few questions are predetermined, but other questions aren’t planned.
• Unstructured interviews : None of the questions are predetermined.
• Focus group interviews : The questions are presented to a group instead of one individual.

A focus group is a research method that brings together a small group of people to answer questions in a moderated setting. The group is chosen due to predefined demographic traits, and the questions are designed to shed light on a topic of interest. It is one of four types of interviews .

Social desirability bias is the tendency for interview participants to give responses that will be viewed favourably by the interviewer or other participants. It occurs in all types of interviews and surveys , but is most common in semi-structured interviews , unstructured interviews , and focus groups .

Social desirability bias can be mitigated by ensuring participants feel at ease and comfortable sharing their views. Make sure to pay attention to your own body language and any physical or verbal cues, such as nodding or widening your eyes.

This type of bias in research can also occur in observations if the participants know they’re being observed. They might alter their behaviour accordingly.

As a rule of thumb, questions related to thoughts, beliefs, and feelings work well in focus groups . Take your time formulating strong questions, paying special attention to phrasing. Be careful to avoid leading questions , which can bias your responses.

Overall, your focus group questions should be:

• Open-ended and flexible
• Impossible to answer with ‘yes’ or ‘no’ (questions that start with ‘why’ or ‘how’ are often best)
• Unambiguous, getting straight to the point while still stimulating discussion
• Unbiased and neutral

The third variable and directionality problems are two main reasons why correlation isn’t causation .

The third variable problem means that a confounding variable affects both variables to make them seem causally related when they are not.

The directionality problem is when two variables correlate and might actually have a causal relationship, but it’s impossible to conclude which variable causes changes in the other.

Controlled experiments establish causality, whereas correlational studies only show associations between variables.

• In an experimental design , you manipulate an independent variable and measure its effect on a dependent variable. Other variables are controlled so they can’t impact the results.
• In a correlational design , you measure variables without manipulating any of them. You can test whether your variables change together, but you can’t be sure that one variable caused a change in another.

In general, correlational research is high in external validity while experimental research is high in internal validity .

A correlation coefficient is a single number that describes the strength and direction of the relationship between your variables.

Different types of correlation coefficients might be appropriate for your data based on their levels of measurement and distributions . The Pearson product-moment correlation coefficient (Pearson’s r ) is commonly used to assess a linear relationship between two quantitative variables.

A correlational research design investigates relationships between two variables (or more) without the researcher controlling or manipulating any of them. It’s a non-experimental type of quantitative research .

A correlation reflects the strength and/or direction of the association between two or more variables.

• A positive correlation means that both variables change in the same direction.
• A negative correlation means that the variables change in opposite directions.
• A zero correlation means there’s no relationship between the variables.

Longitudinal studies can last anywhere from weeks to decades, although they tend to be at least a year long.

The 1970 British Cohort Study , which has collected data on the lives of 17,000 Brits since their births in 1970, is one well-known example of a longitudinal study .

Longitudinal studies are better to establish the correct sequence of events, identify changes over time, and provide insight into cause-and-effect relationships, but they also tend to be more expensive and time-consuming than other types of studies.

Longitudinal studies and cross-sectional studies are two different types of research design . In a cross-sectional study you collect data from a population at a specific point in time; in a longitudinal study you repeatedly collect data from the same sample over an extended period of time.

Cross-sectional studies cannot establish a cause-and-effect relationship or analyse behaviour over a period of time. To investigate cause and effect, you need to do a longitudinal study or an experimental study .

Cross-sectional studies are less expensive and time-consuming than many other types of study. They can provide useful insights into a population’s characteristics and identify correlations for further research.

Sometimes only cross-sectional data are available for analysis; other times your research question may only require a cross-sectional study to answer it.

A hypothesis states your predictions about what your research will find. It is a tentative answer to your research question that has not yet been tested. For some research projects, you might have to write several hypotheses that address different aspects of your research question.

A hypothesis is not just a guess. It should be based on existing theories and knowledge. It also has to be testable, which means you can support or refute it through scientific research methods (such as experiments, observations, and statistical analysis of data).

A research hypothesis is your proposed answer to your research question. The research hypothesis usually includes an explanation (‘ x affects y because …’).

A statistical hypothesis, on the other hand, is a mathematical statement about a population parameter. Statistical hypotheses always come in pairs: the null and alternative hypotheses. In a well-designed study , the statistical hypotheses correspond logically to the research hypothesis.

Individual Likert-type questions are generally considered ordinal data , because the items have clear rank order, but don’t have an even distribution.

Overall Likert scale scores are sometimes treated as interval data. These scores are considered to have directionality and even spacing between them.

The type of data determines what statistical tests you should use to analyse your data.

A Likert scale is a rating scale that quantitatively assesses opinions, attitudes, or behaviours. It is made up of four or more questions that measure a single attitude or trait when response scores are combined.

To use a Likert scale in a survey , you present participants with Likert-type questions or statements, and a continuum of items, usually with five or seven possible responses, to capture their degree of agreement.

A questionnaire is a data collection tool or instrument, while a survey is an overarching research method that involves collecting and analysing data from people using questionnaires.

A true experiment (aka a controlled experiment) always includes at least one control group that doesn’t receive the experimental treatment.

However, some experiments use a within-subjects design to test treatments without a control group. In these designs, you usually compare one group’s outcomes before and after a treatment (instead of comparing outcomes between different groups).

For strong internal validity , it’s usually best to include a control group if possible. Without a control group, it’s harder to be certain that the outcome was caused by the experimental treatment and not by other variables.

An experimental group, also known as a treatment group, receives the treatment whose effect researchers wish to study, whereas a control group does not. They should be identical in all other ways.

In a controlled experiment , all extraneous variables are held constant so that they can’t influence the results. Controlled experiments require:

• A control group that receives a standard treatment, a fake treatment, or no treatment
• Random assignment of participants to ensure the groups are equivalent

Depending on your study topic, there are various other methods of controlling variables .

Questionnaires can be self-administered or researcher-administered.

Self-administered questionnaires can be delivered online or in paper-and-pen formats, in person or by post. All questions are standardised so that all respondents receive the same questions with identical wording.

Researcher-administered questionnaires are interviews that take place by phone, in person, or online between researchers and respondents. You can gain deeper insights by clarifying questions for respondents or asking follow-up questions.

You can organise the questions logically, with a clear progression from simple to complex, or randomly between respondents. A logical flow helps respondents process the questionnaire easier and quicker, but it may lead to bias. Randomisation can minimise the bias from order effects.

Closed-ended, or restricted-choice, questions offer respondents a fixed set of choices to select from. These questions are easier to answer quickly.

Open-ended or long-form questions allow respondents to answer in their own words. Because there are no restrictions on their choices, respondents can answer in ways that researchers may not have otherwise considered.

Naturalistic observation is a qualitative research method where you record the behaviours of your research subjects in real-world settings. You avoid interfering or influencing anything in a naturalistic observation.

You can think of naturalistic observation as ‘people watching’ with a purpose.

Naturalistic observation is a valuable tool because of its flexibility, external validity , and suitability for topics that can’t be studied in a lab setting.

The downsides of naturalistic observation include its lack of scientific control , ethical considerations , and potential for bias from observers and subjects.

You can use several tactics to minimise observer bias .

• Use masking (blinding) to hide the purpose of your study from all observers.
• Triangulate your data with different data collection methods or sources.
• Use multiple observers and ensure inter-rater reliability.
• Train your observers to make sure data is consistently recorded between them.
• Standardise your observation procedures to make sure they are structured and clear.

The observer-expectancy effect occurs when researchers influence the results of their own study through interactions with participants.

Researchers’ own beliefs and expectations about the study results may unintentionally influence participants through demand characteristics .

Observer bias occurs when a researcher’s expectations, opinions, or prejudices influence what they perceive or record in a study. It usually affects studies when observers are aware of the research aims or hypotheses. This type of research bias is also called detection bias or ascertainment bias .

Data cleaning is necessary for valid and appropriate analyses. Dirty data contain inconsistencies or errors , but cleaning your data helps you minimise or resolve these.

Without data cleaning, you could end up with a Type I or II error in your conclusion. These types of erroneous conclusions can be practically significant with important consequences, because they lead to misplaced investments or missed opportunities.

Data cleaning involves spotting and resolving potential data inconsistencies or errors to improve your data quality. An error is any value (e.g., recorded weight) that doesn’t reflect the true value (e.g., actual weight) of something that’s being measured.

In this process, you review, analyse, detect, modify, or remove ‘dirty’ data to make your dataset ‘clean’. Data cleaning is also called data cleansing or data scrubbing.

Data cleaning takes place between data collection and data analyses. But you can use some methods even before collecting data.

For clean data, you should start by designing measures that collect valid data. Data validation at the time of data entry or collection helps you minimize the amount of data cleaning you’ll need to do.

After data collection, you can use data standardisation and data transformation to clean your data. You’ll also deal with any missing values, outliers, and duplicate values.

Clean data are valid, accurate, complete, consistent, unique, and uniform. Dirty data include inconsistencies and errors.

Dirty data can come from any part of the research process, including poor research design , inappropriate measurement materials, or flawed data entry.

Random assignment is used in experiments with a between-groups or independent measures design. In this research design, there’s usually a control group and one or more experimental groups. Random assignment helps ensure that the groups are comparable.

In general, you should always use random assignment in this type of experimental design when it is ethically possible and makes sense for your study topic.

Random selection, or random sampling , is a way of selecting members of a population for your study’s sample.

In contrast, random assignment is a way of sorting the sample into control and experimental groups.

Random sampling enhances the external validity or generalisability of your results, while random assignment improves the internal validity of your study.

To implement random assignment , assign a unique number to every member of your study’s sample .

Then, you can use a random number generator or a lottery method to randomly assign each number to a control or experimental group. You can also do so manually, by flipping a coin or rolling a die to randomly assign participants to groups.

Exploratory research is often used when the issue you’re studying is new or when the data collection process is challenging for some reason.

You can use exploratory research if you have a general idea or a specific question that you want to study but there is no preexisting knowledge or paradigm with which to study it.

Exploratory research is a methodology approach that explores research questions that have not previously been studied in depth. It is often used when the issue you’re studying is new, or the data collection process is challenging in some way.

Explanatory research is used to investigate how or why a phenomenon occurs. Therefore, this type of research is often one of the first stages in the research process , serving as a jumping-off point for future research.

Explanatory research is a research method used to investigate how or why something occurs when only a small amount of information is available pertaining to that topic. It can help you increase your understanding of a given topic.

Blinding means hiding who is assigned to the treatment group and who is assigned to the control group in an experiment .

Blinding is important to reduce bias (e.g., observer bias , demand characteristics ) and ensure a study’s internal validity .

If participants know whether they are in a control or treatment group , they may adjust their behaviour in ways that affect the outcome that researchers are trying to measure. If the people administering the treatment are aware of group assignment, they may treat participants differently and thus directly or indirectly influence the final results.

• In a single-blind study , only the participants are blinded.
• In a double-blind study , both participants and experimenters are blinded.
• In a triple-blind study , the assignment is hidden not only from participants and experimenters, but also from the researchers analysing the data.

Many academic fields use peer review , largely to determine whether a manuscript is suitable for publication. Peer review enhances the credibility of the published manuscript.

However, peer review is also common in non-academic settings. The United Nations, the European Union, and many individual nations use peer review to evaluate grant applications. It is also widely used in medical and health-related fields as a teaching or quality-of-care measure.

Peer assessment is often used in the classroom as a pedagogical tool. Both receiving feedback and providing it are thought to enhance the learning process, helping students think critically and collaboratively.

Peer review can stop obviously problematic, falsified, or otherwise untrustworthy research from being published. It also represents an excellent opportunity to get feedback from renowned experts in your field.

It acts as a first defence, helping you ensure your argument is clear and that there are no gaps, vague terms, or unanswered questions for readers who weren’t involved in the research process.

Peer-reviewed articles are considered a highly credible source due to this stringent process they go through before publication.

In general, the peer review process follows the following steps:

• First, the author submits the manuscript to the editor.
• Reject the manuscript and send it back to author, or
• Send it onward to the selected peer reviewer(s)
• Next, the peer review process occurs. The reviewer provides feedback, addressing any major or minor issues with the manuscript, and gives their advice regarding what edits should be made.
• Lastly, the edited manuscript is sent back to the author. They input the edits, and resubmit it to the editor for publication.

Peer review is a process of evaluating submissions to an academic journal. Utilising rigorous criteria, a panel of reviewers in the same subject area decide whether to accept each submission for publication.

For this reason, academic journals are often considered among the most credible sources you can use in a research project – provided that the journal itself is trustworthy and well regarded.

Anonymity means you don’t know who the participants are, while confidentiality means you know who they are but remove identifying information from your research report. Both are important ethical considerations .

You can only guarantee anonymity by not collecting any personally identifying information – for example, names, phone numbers, email addresses, IP addresses, physical characteristics, photos, or videos.

You can keep data confidential by using aggregate information in your research report, so that you only refer to groups of participants rather than individuals.

Research misconduct means making up or falsifying data, manipulating data analyses, or misrepresenting results in research reports. It’s a form of academic fraud.

These actions are committed intentionally and can have serious consequences; research misconduct is not a simple mistake or a point of disagreement but a serious ethical failure.

Research ethics matter for scientific integrity, human rights and dignity, and collaboration between science and society. These principles make sure that participation in studies is voluntary, informed, and safe.

Ethical considerations in research are a set of principles that guide your research designs and practices. These principles include voluntary participation, informed consent, anonymity, confidentiality, potential for harm, and results communication.

Scientists and researchers must always adhere to a certain code of conduct when collecting data from others .

These considerations protect the rights of research participants, enhance research validity , and maintain scientific integrity.

A systematic review is secondary research because it uses existing research. You don’t collect new data yourself.

The two main types of social desirability bias are:

• Self-deceptive enhancement (self-deception): The tendency to see oneself in a favorable light without realizing it.
• Impression managemen t (other-deception): The tendency to inflate one’s abilities or achievement in order to make a good impression on other people.

Demand characteristics are aspects of experiments that may give away the research objective to participants. Social desirability bias occurs when participants automatically try to respond in ways that make them seem likeable in a study, even if it means misrepresenting how they truly feel.

Participants may use demand characteristics to infer social norms or experimenter expectancies and act in socially desirable ways, so you should try to control for demand characteristics wherever possible.

Response bias refers to conditions or factors that take place during the process of responding to surveys, affecting the responses. One type of response bias is social desirability bias .

When your population is large in size, geographically dispersed, or difficult to contact, it’s necessary to use a sampling method .

This allows you to gather information from a smaller part of the population, i.e. the sample, and make accurate statements by using statistical analysis. A few sampling methods include simple random sampling , convenience sampling , and snowball sampling .

Stratified and cluster sampling may look similar, but bear in mind that groups created in cluster sampling are heterogeneous , so the individual characteristics in the cluster vary. In contrast, groups created in stratified sampling are homogeneous , as units share characteristics.

Relatedly, in cluster sampling you randomly select entire groups and include all units of each group in your sample. However, in stratified sampling, you select some units of all groups and include them in your sample. In this way, both methods can ensure that your sample is representative of the target population .

A sampling frame is a list of every member in the entire population . It is important that the sampling frame is as complete as possible, so that your sample accurately reflects your population.

Convenience sampling and quota sampling are both non-probability sampling methods. They both use non-random criteria like availability, geographical proximity, or expert knowledge to recruit study participants.

However, in convenience sampling, you continue to sample units or cases until you reach the required sample size.

In quota sampling, you first need to divide your population of interest into subgroups (strata) and estimate their proportions (quota) in the population. Then you can start your data collection , using convenience sampling to recruit participants, until the proportions in each subgroup coincide with the estimated proportions in the population.

Random sampling or probability sampling is based on random selection. This means that each unit has an equal chance (i.e., equal probability) of being included in the sample.

On the other hand, convenience sampling involves stopping people at random, which means that not everyone has an equal chance of being selected depending on the place, time, or day you are collecting your data.

Stratified sampling and quota sampling both involve dividing the population into subgroups and selecting units from each subgroup. The purpose in both cases is to select a representative sample and/or to allow comparisons between subgroups.

The main difference is that in stratified sampling, you draw a random sample from each subgroup ( probability sampling ). In quota sampling you select a predetermined number or proportion of units, in a non-random manner ( non-probability sampling ).

Snowball sampling is best used in the following cases:

• If there is no sampling frame available (e.g., people with a rare disease)
• If the population of interest is hard to access or locate (e.g., people experiencing homelessness)
• If the research focuses on a sensitive topic (e.g., extra-marital affairs)

Snowball sampling relies on the use of referrals. Here, the researcher recruits one or more initial participants, who then recruit the next ones. 

Participants share similar characteristics and/or know each other. Because of this, not every member of the population has an equal chance of being included in the sample, giving rise to sampling bias .

Snowball sampling is a non-probability sampling method , where there is not an equal chance for every member of the population to be included in the sample .

This means that you cannot use inferential statistics and make generalisations – often the goal of quantitative research . As such, a snowball sample is not representative of the target population, and is usually a better fit for qualitative research .

Snowball sampling is a non-probability sampling method . Unlike probability sampling (which involves some form of random selection ), the initial individuals selected to be studied are the ones who recruit new participants.

Because not every member of the target population has an equal chance of being recruited into the sample, selection in snowball sampling is non-random.

Reproducibility and replicability are related terms.

• Reproducing research entails reanalysing the existing data in the same manner.
• Replicating (or repeating ) the research entails reconducting the entire analysis, including the collection of new data . 
• A successful reproduction shows that the data analyses were conducted in a fair and honest manner.
• A successful replication shows that the reliability of the results is high.

The reproducibility and replicability of a study can be ensured by writing a transparent, detailed method section and using clear, unambiguous language.

Convergent validity and discriminant validity are both subtypes of construct validity . Together, they help you evaluate whether a test measures the concept it was designed to measure.

• Convergent validity indicates whether a test that is designed to measure a particular construct correlates with other tests that assess the same or similar construct.
• Discriminant validity indicates whether two tests that should not be highly related to each other are indeed not related

You need to assess both in order to demonstrate construct validity. Neither one alone is sufficient for establishing construct validity.

Construct validity has convergent and discriminant subtypes. They assist determine if a test measures the intended notion.

Content validity shows you how accurately a test or other measurement method taps  into the various aspects of the specific construct you are researching.

In other words, it helps you answer the question: “does the test measure all aspects of the construct I want to measure?” If it does, then the test has high content validity.

The higher the content validity, the more accurate the measurement of the construct.

If the test fails to include parts of the construct, or irrelevant parts are included, the validity of the instrument is threatened, which brings your results into question.

Construct validity refers to how well a test measures the concept (or construct) it was designed to measure. Assessing construct validity is especially important when you’re researching concepts that can’t be quantified and/or are intangible, like introversion. To ensure construct validity your test should be based on known indicators of introversion ( operationalisation ).

On the other hand, content validity assesses how well the test represents all aspects of the construct. If some aspects are missing or irrelevant parts are included, the test has low content validity.

Face validity and content validity are similar in that they both evaluate how suitable the content of a test is. The difference is that face validity is subjective, and assesses content at surface level.

When a test has strong face validity, anyone would agree that the test’s questions appear to measure what they are intended to measure.

For example, looking at a 4th grade math test consisting of problems in which students have to add and multiply, most people would agree that it has strong face validity (i.e., it looks like a math test).

On the other hand, content validity evaluates how well a test represents all the aspects of a topic. Assessing content validity is more systematic and relies on expert evaluation. of each question, analysing whether each one covers the aspects that the test was designed to cover.

A 4th grade math test would have high content validity if it covered all the skills taught in that grade. Experts(in this case, math teachers), would have to evaluate the content validity by comparing the test to the learning objectives.

• Discriminant validity indicates whether two tests that should not be highly related to each other are indeed not related. This type of validity is also called divergent validity .

Criterion validity and construct validity are both types of measurement validity . In other words, they both show you how accurately a method measures something.

While construct validity is the degree to which a test or other measurement method measures what it claims to measure, criterion validity is the degree to which a test can predictively (in the future) or concurrently (in the present) measure something.

Construct validity is often considered the overarching type of measurement validity . You need to have face validity , content validity , and criterion validity in order to achieve construct validity.

Attrition refers to participants leaving a study. It always happens to some extent – for example, in randomised control trials for medical research.

Differential attrition occurs when attrition or dropout rates differ systematically between the intervention and the control group . As a result, the characteristics of the participants who drop out differ from the characteristics of those who stay in the study. Because of this, study results may be biased .

Criterion validity evaluates how well a test measures the outcome it was designed to measure. An outcome can be, for example, the onset of a disease.

Criterion validity consists of two subtypes depending on the time at which the two measures (the criterion and your test) are obtained:

• Concurrent validity is a validation strategy where the the scores of a test and the criterion are obtained at the same time
• Predictive validity is a validation strategy where the criterion variables are measured after the scores of the test

Validity tells you how accurately a method measures what it was designed to measure. There are 4 main types of validity :

• Construct validity : Does the test measure the construct it was designed to measure?
• Face validity : Does the test appear to be suitable for its objectives ?
• Content validity : Does the test cover all relevant parts of the construct it aims to measure.
• Criterion validity : Do the results accurately measure the concrete outcome they are designed to measure?

Convergent validity shows how much a measure of one construct aligns with other measures of the same or related constructs .

On the other hand, concurrent validity is about how a measure matches up to some known criterion or gold standard, which can be another measure.

Although both types of validity are established by calculating the association or correlation between a test score and another variable , they represent distinct validation methods.

The purpose of theory-testing mode is to find evidence in order to disprove, refine, or support a theory. As such, generalisability is not the aim of theory-testing mode.

Due to this, the priority of researchers in theory-testing mode is to eliminate alternative causes for relationships between variables . In other words, they prioritise internal validity over external validity , including ecological validity .

Inclusion and exclusion criteria are typically presented and discussed in the methodology section of your thesis or dissertation .

Inclusion and exclusion criteria are predominantly used in non-probability sampling . In purposive sampling and snowball sampling , restrictions apply as to who can be included in the sample .

Scope of research is determined at the beginning of your research process , prior to the data collection stage. Sometimes called “scope of study,” your scope delineates what will and will not be covered in your project. It helps you focus your work and your time, ensuring that you’ll be able to achieve your goals and outcomes.

Defining a scope can be very useful in any research project, from a research proposal to a thesis or dissertation . A scope is needed for all types of research: quantitative , qualitative , and mixed methods .

To define your scope of research, consider the following:

• Budget constraints or any specifics of grant funding
• Your proposed timeline and duration
• Specifics about your population of study, your proposed sample size , and the research methodology you’ll pursue
• Any inclusion and exclusion criteria
• Any anticipated control , extraneous , or confounding variables that could bias your research if not accounted for properly.

To make quantitative observations , you need to use instruments that are capable of measuring the quantity you want to observe. For example, you might use a ruler to measure the length of an object or a thermometer to measure its temperature.

Quantitative observations involve measuring or counting something and expressing the result in numerical form, while qualitative observations involve describing something in non-numerical terms, such as its appearance, texture, or color.

The Scribbr Reference Generator is developed using the open-source Citation Style Language (CSL) project and Frank Bennett’s citeproc-js . It’s the same technology used by dozens of other popular citation tools, including Mendeley and Zotero.

You can find all the citation styles and locales used in the Scribbr Reference Generator in our publicly accessible repository on Github .

To paraphrase effectively, don’t just take the original sentence and swap out some of the words for synonyms. Instead, try:

• Reformulating the sentence (e.g., change active to passive , or start from a different point)
• Combining information from multiple sentences into one
• Leaving out information from the original that isn’t relevant to your point
• Using synonyms where they don’t distort the meaning

The main point is to ensure you don’t just copy the structure of the original text, but instead reformulate the idea in your own words.

Plagiarism means using someone else’s words or ideas and passing them off as your own. Paraphrasing means putting someone else’s ideas into your own words.

So when does paraphrasing count as plagiarism?

• Paraphrasing is plagiarism if you don’t properly credit the original author.
• Paraphrasing is plagiarism if your text is too close to the original wording (even if you cite the source). If you directly copy a sentence or phrase, you should quote it instead.
• Paraphrasing  is not plagiarism if you put the author’s ideas completely into your own words and properly reference the source .

To present information from other sources in academic writing , it’s best to paraphrase in most cases. This shows that you’ve understood the ideas you’re discussing and incorporates them into your text smoothly.

It’s appropriate to quote when:

• Changing the phrasing would distort the meaning of the original text
• You want to discuss the author’s language choices (e.g., in literary analysis )
• You’re presenting a precise definition
• You’re looking in depth at a specific claim

A quote is an exact copy of someone else’s words, usually enclosed in quotation marks and credited to the original author or speaker.

Every time you quote a source , you must include a correctly formatted in-text citation . This looks slightly different depending on the citation style .

For example, a direct quote in APA is cited like this: ‘This is a quote’ (Streefkerk, 2020, p. 5).

Every in-text citation should also correspond to a full reference at the end of your paper.

In scientific subjects, the information itself is more important than how it was expressed, so quoting should generally be kept to a minimum. In the arts and humanities, however, well-chosen quotes are often essential to a good paper.

In social sciences, it varies. If your research is mainly quantitative , you won’t include many quotes, but if it’s more qualitative , you may need to quote from the data you collected .

As a general guideline, quotes should take up no more than 5–10% of your paper. If in doubt, check with your instructor or supervisor how much quoting is appropriate in your field.

If you’re quoting from a text that paraphrases or summarises other sources and cites them in parentheses , APA  recommends retaining the citations as part of the quote:

• Smith states that ‘the literature on this topic (Jones, 2015; Sill, 2019; Paulson, 2020) shows no clear consensus’ (Smith, 2019, p. 4).

Footnote or endnote numbers that appear within quoted text should be omitted.

If you want to cite an indirect source (one you’ve only seen quoted in another source), either locate the original source or use the phrase ‘as cited in’ in your citation.

A block quote is a long quote formatted as a separate ‘block’ of text. Instead of using quotation marks , you place the quote on a new line, and indent the entire quote to mark it apart from your own words.

APA uses block quotes for quotes that are 40 words or longer.

A credible source should pass the CRAAP test  and follow these guidelines:

• The information should be up to date and current.
• The author and publication should be a trusted authority on the subject you are researching.
• The sources the author cited should be easy to find, clear, and unbiased.
• For a web source, the URL and layout should signify that it is trustworthy.

Common examples of primary sources include interview transcripts , photographs, novels, paintings, films, historical documents, and official statistics.

Anything you directly analyze or use as first-hand evidence can be a primary source, including qualitative or quantitative data that you collected yourself.

Common examples of secondary sources include academic books, journal articles , reviews, essays , and textbooks.

Anything that summarizes, evaluates or interprets primary sources can be a secondary source. If a source gives you an overview of background information or presents another researcher’s ideas on your topic, it is probably a secondary source.

To determine if a source is primary or secondary, ask yourself:

• Was the source created by someone directly involved in the events you’re studying (primary), or by another researcher (secondary)?
• Does the source provide original information (primary), or does it summarize information from other sources (secondary)?
• Are you directly analyzing the source itself (primary), or only using it for background information (secondary)?

Some types of sources are nearly always primary: works of art and literature, raw statistical data, official documents and records, and personal communications (e.g. letters, interviews ). If you use one of these in your research, it is probably a primary source.

Primary sources are often considered the most credible in terms of providing evidence for your argument, as they give you direct evidence of what you are researching. However, it’s up to you to ensure the information they provide is reliable and accurate.

Always make sure to properly cite your sources to avoid plagiarism .

A fictional movie is usually a primary source. A documentary can be either primary or secondary depending on the context.

If you are directly analysing some aspect of the movie itself – for example, the cinematography, narrative techniques, or social context – the movie is a primary source.

If you use the movie for background information or analysis about your topic – for example, to learn about a historical event or a scientific discovery – the movie is a secondary source.

Whether it’s primary or secondary, always properly cite the movie in the citation style you are using. Learn how to create an MLA movie citation or an APA movie citation .

Articles in newspapers and magazines can be primary or secondary depending on the focus of your research.

In historical studies, old articles are used as primary sources that give direct evidence about the time period. In social and communication studies, articles are used as primary sources to analyse language and social relations (for example, by conducting content analysis or discourse analysis ).

If you are not analysing the article itself, but only using it for background information or facts about your topic, then the article is a secondary source.

In academic writing , there are three main situations where quoting is the best choice:

• To analyse the author’s language (e.g., in a literary analysis essay )
• To give evidence from primary sources
• To accurately present a precise definition or argument

Don’t overuse quotes; your own voice should be dominant. If you just want to provide information from a source, it’s usually better to paraphrase or summarise .

Your list of tables and figures should go directly after your table of contents in your thesis or dissertation.

Lists of figures and tables are often not required, and they aren’t particularly common. They specifically aren’t required for APA Style, though you should be careful to follow their other guidelines for figures and tables .

If you have many figures and tables in your thesis or dissertation, include one may help you stay organised. Your educational institution may require them, so be sure to check their guidelines.

Copyright information can usually be found wherever the table or figure was published. For example, for a diagram in a journal article , look on the journal’s website or the database where you found the article. Images found on sites like Flickr are listed with clear copyright information.

If you find that permission is required to reproduce the material, be sure to contact the author or publisher and ask for it.

A list of figures and tables compiles all of the figures and tables that you used in your thesis or dissertation and displays them with the page number where they can be found.

APA doesn’t require you to include a list of tables or a list of figures . However, it is advisable to do so if your text is long enough to feature a table of contents and it includes a lot of tables and/or figures .

A list of tables and list of figures appear (in that order) after your table of contents, and are presented in a similar way.

A glossary is a collection of words pertaining to a specific topic. In your thesis or dissertation, it’s a list of all terms you used that may not immediately be obvious to your reader. Your glossary only needs to include terms that your reader may not be familiar with, and is intended to enhance their understanding of your work.

Definitional terms often fall into the category of common knowledge , meaning that they don’t necessarily have to be cited. This guidance can apply to your thesis or dissertation glossary as well.

However, if you’d prefer to cite your sources , you can follow guidance for citing dictionary entries in MLA or APA style for your glossary.

A glossary is a collection of words pertaining to a specific topic. In your thesis or dissertation, it’s a list of all terms you used that may not immediately be obvious to your reader. In contrast, an index is a list of the contents of your work organised by page number.

Glossaries are not mandatory, but if you use a lot of technical or field-specific terms, it may improve readability to add one to your thesis or dissertation. Your educational institution may also require them, so be sure to check their specific guidelines.

A glossary is a collection of words pertaining to a specific topic. In your thesis or dissertation, it’s a list of all terms you used that may not immediately be obvious to your reader. In contrast, dictionaries are more general collections of words.

The title page of your thesis or dissertation should include your name, department, institution, degree program, and submission date.

The title page of your thesis or dissertation goes first, before all other content or lists that you may choose to include.

Usually, no title page is needed in an MLA paper . A header is generally included at the top of the first page instead. The exceptions are when:

• Your instructor requires one, or
• Your paper is a group project

In those cases, you should use a title page instead of a header, listing the same information but on a separate page.

When you mention different chapters within your text, it’s considered best to use Roman numerals for most citation styles. However, the most important thing here is to remain consistent whenever using numbers in your dissertation .

A thesis or dissertation outline is one of the most critical first steps in your writing process. It helps you to lay out and organise your ideas and can provide you with a roadmap for deciding what kind of research you’d like to undertake.

Generally, an outline contains information on the different sections included in your thesis or dissertation, such as:

• Your anticipated title
• Your abstract
• Your chapters (sometimes subdivided into further topics like literature review, research methods, avenues for future research, etc.)

While a theoretical framework describes the theoretical underpinnings of your work based on existing research, a conceptual framework allows you to draw your own conclusions, mapping out the variables you may use in your study and the interplay between them.

A literature review and a theoretical framework are not the same thing and cannot be used interchangeably. While a theoretical framework describes the theoretical underpinnings of your work, a literature review critically evaluates existing research relating to your topic. You’ll likely need both in your dissertation .

A theoretical framework can sometimes be integrated into a  literature review chapter , but it can also be included as its own chapter or section in your dissertation . As a rule of thumb, if your research involves dealing with a lot of complex theories, it’s a good idea to include a separate theoretical framework chapter.

An abstract is a concise summary of an academic text (such as a journal article or dissertation ). It serves two main purposes:

• To help potential readers determine the relevance of your paper for their own research.
• To communicate your key findings to those who don’t have time to read the whole paper.

Abstracts are often indexed along with keywords on academic databases, so they make your work more easily findable. Since the abstract is the first thing any reader sees, it’s important that it clearly and accurately summarises the contents of your paper.

The abstract is the very last thing you write. You should only write it after your research is complete, so that you can accurately summarize the entirety of your thesis or paper.

Avoid citing sources in your abstract . There are two reasons for this:

• The abstract should focus on your original research, not on the work of others.
• The abstract should be self-contained and fully understandable without reference to other sources.

There are some circumstances where you might need to mention other sources in an abstract: for example, if your research responds directly to another study or focuses on the work of a single theorist. In general, though, don’t include citations unless absolutely necessary.

The abstract appears on its own page, after the title page and acknowledgements but before the table of contents .

Results are usually written in the past tense , because they are describing the outcome of completed actions.

The results chapter or section simply and objectively reports what you found, without speculating on why you found these results. The discussion interprets the meaning of the results, puts them in context, and explains why they matter.

In qualitative research , results and discussion are sometimes combined. But in quantitative research , it’s considered important to separate the objective results from your interpretation of them.

Formulating a main research question can be a difficult task. Overall, your question should contribute to solving the problem that you have defined in your problem statement .

However, it should also fulfill criteria in three main areas:

• Researchability
• Feasibility and specificity
• Relevance and originality

The best way to remember the difference between a research plan and a research proposal is that they have fundamentally different audiences. A research plan helps you, the researcher, organize your thoughts. On the other hand, a dissertation proposal or research proposal aims to convince others (e.g., a supervisor, a funding body, or a dissertation committee) that your research topic is relevant and worthy of being conducted.

A noun is a word that represents a person, thing, concept, or place (e.g., ‘John’, ‘house’, ‘affinity’, ‘river’). Most sentences contain at least one noun or pronoun .

Nouns are often, but not always, preceded by an article (‘the’, ‘a’, or ‘an’) and/or another determiner such as an adjective.

There are many ways to categorize nouns into various types, and the same noun can fall into multiple categories or even change types depending on context.

Some of the main types of nouns are:

• Common nouns and proper nouns
• Countable and uncountable nouns
• Concrete and abstract nouns
• Collective nouns
• Possessive nouns
• Attributive nouns
• Appositive nouns
• Generic nouns

Pronouns are words like ‘I’, ‘she’, and ‘they’ that are used in a similar way to nouns . They stand in for a noun that has already been mentioned or refer to yourself and other people.

Pronouns can function just like nouns as the head of a noun phrase and as the subject or object of a verb. However, pronouns change their forms (e.g., from ‘I’ to ‘me’) depending on the grammatical context they’re used in, whereas nouns usually don’t.

Common nouns are words for types of things, people, and places, such as ‘dog’, ‘professor’, and ‘city’. They are not capitalised and are typically used in combination with articles and other determiners.

Proper nouns are words for specific things, people, and places, such as ‘Max’, ‘Dr Prakash’, and ‘London’. They are always capitalised and usually aren’t combined with articles and other determiners.

A proper adjective is an adjective that was derived from a proper noun and is therefore capitalised .

Proper adjectives include words for nationalities, languages, and ethnicities (e.g., ‘Japanese’, ‘Inuit’, ‘French’) and words derived from people’s names (e.g., ‘Bayesian’, ‘Orwellian’).

The names of seasons (e.g., ‘spring’) are treated as common nouns in English and therefore not capitalised . People often assume they are proper nouns, but this is an error.

The names of days and months, however, are capitalised since they’re treated as proper nouns in English (e.g., ‘Wednesday’, ‘January’).

No, as a general rule, academic concepts, disciplines, theories, models, etc. are treated as common nouns , not proper nouns , and therefore not capitalised . For example, ‘five-factor model of personality’ or ‘analytic philosophy’.

However, proper nouns that appear within the name of an academic concept (such as the name of the inventor) are capitalised as usual. For example, ‘Darwin’s theory of evolution’ or ‘ Student’s t table ‘.

Collective nouns are most commonly treated as singular (e.g., ‘the herd is grazing’), but usage differs between US and UK English :

• In US English, it’s standard to treat all collective nouns as singular, even when they are plural in appearance (e.g., ‘The Rolling Stones is …’). Using the plural form is usually seen as incorrect.
• In UK English, collective nouns can be treated as singular or plural depending on context. It’s quite common to use the plural form, especially when the noun looks plural (e.g., ‘The Rolling Stones are …’).

The plural of “crisis” is “crises”. It’s a loanword from Latin and retains its original Latin plural noun form (similar to “analyses” and “bases”). It’s wrong to write “crisises”.

For example, you might write “Several crises destabilized the regime.”

Normally, the plural of “fish” is the same as the singular: “fish”. It’s one of a group of irregular plural nouns in English that are identical to the corresponding singular nouns (e.g., “moose”, “sheep”). For example, you might write “The fish scatter as the shark approaches.”

If you’re referring to several species of fish, though, the regular plural “fishes” is often used instead. For example, “The aquarium contains many different fishes , including trout and carp.”

The correct plural of “octopus” is “octopuses”.

People often write “octopi” instead because they assume that the plural noun is formed in the same way as Latin loanwords such as “fungus/fungi”. But “octopus” actually comes from Greek, where its original plural is “octopodes”. In English, it instead has the regular plural form “octopuses”.

For example, you might write “There are four octopuses in the aquarium.”

The plural of “moose” is the same as the singular: “moose”. It’s one of a group of plural nouns in English that are identical to the corresponding singular nouns. So it’s wrong to write “mooses”.

For example, you might write “There are several moose in the forest.”

Bias in research affects the validity and reliability of your findings, leading to false conclusions and a misinterpretation of the truth. This can have serious implications in areas like medical research where, for example, a new form of treatment may be evaluated.

Observer bias occurs when the researcher’s assumptions, views, or preconceptions influence what they see and record in a study, while actor–observer bias refers to situations where respondents attribute internal factors (e.g., bad character) to justify other’s behaviour and external factors (difficult circumstances) to justify the same behaviour in themselves.

Response bias is a general term used to describe a number of different conditions or factors that cue respondents to provide inaccurate or false answers during surveys or interviews . These factors range from the interviewer’s perceived social position or appearance to the the phrasing of questions in surveys.

Nonresponse bias occurs when the people who complete a survey are different from those who did not, in ways that are relevant to the research topic. Nonresponse can happen either because people are not willing or not able to participate.

In research, demand characteristics are cues that might indicate the aim of a study to participants. These cues can lead to participants changing their behaviors or responses based on what they think the research is about.

Demand characteristics are common problems in psychology experiments and other social science studies because they can bias your research findings.

Demand characteristics are a type of extraneous variable that can affect the outcomes of the study. They can invalidate studies by providing an alternative explanation for the results.

These cues may nudge participants to consciously or unconsciously change their responses, and they pose a threat to both internal and external validity . You can’t be sure that your independent variable manipulation worked, or that your findings can be applied to other people or settings.

You can control demand characteristics by taking a few precautions in your research design and materials.

Use these measures:

• Deception: Hide the purpose of the study from participants
• Between-groups design : Give each participant only one independent variable treatment
• Double-blind design : Conceal the assignment of groups from participants and yourself
• Implicit measures: Use indirect or hidden measurements for your variables

Some attrition is normal and to be expected in research. However, the type of attrition is important because systematic research bias can distort your findings. Attrition bias can lead to inaccurate results because it affects internal and/or external validity .

To avoid attrition bias , applying some of these measures can help you reduce participant dropout (attrition) by making it easy and appealing for participants to stay.

• Provide compensation (e.g., cash or gift cards) for attending every session
• Minimise the number of follow-ups as much as possible
• Make all follow-ups brief, flexible, and convenient for participants
• Send participants routine reminders to schedule follow-ups
• Recruit more participants than you need for your sample (oversample)
• Maintain detailed contact information so you can get in touch with participants even if they move

If you have a small amount of attrition bias , you can use a few statistical methods to try to make up for this research bias .

Multiple imputation involves using simulations to replace the missing data with likely values. Alternatively, you can use sample weighting to make up for the uneven balance of participants in your sample.

Placebos are used in medical research for new medication or therapies, called clinical trials. In these trials some people are given a placebo, while others are given the new medication being tested.

The purpose is to determine how effective the new medication is: if it benefits people beyond a predefined threshold as compared to the placebo, it’s considered effective.

Although there is no definite answer to what causes the placebo effect , researchers propose a number of explanations such as the power of suggestion, doctor-patient interaction, classical conditioning, etc.

Belief bias and confirmation bias are both types of cognitive bias that impact our judgment and decision-making.

Confirmation bias relates to how we perceive and judge evidence. We tend to seek out and prefer information that supports our preexisting beliefs, ignoring any information that contradicts those beliefs.

Belief bias describes the tendency to judge an argument based on how plausible the conclusion seems to us, rather than how much evidence is provided to support it during the course of the argument.

Positivity bias is phenomenon that occurs when a person judges individual members of a group positively, even when they have negative impressions or judgments of the group as a whole. Positivity bias is closely related to optimism bias , or the e xpectation that things will work out well, even if rationality suggests that problems are inevitable in life.

Perception bias is a problem because it prevents us from seeing situations or people objectively. Rather, our expectations, beliefs, or emotions interfere with how we interpret reality. This, in turn, can cause us to misjudge ourselves or others. For example, our prejudices can interfere with whether we perceive people’s faces as friendly or unfriendly.

There are many ways to categorize adjectives into various types. An adjective can fall into one or more of these categories depending on how it is used.

Some of the main types of adjectives are:

• Attributive adjectives
• Predicative adjectives
• Comparative adjectives
• Superlative adjectives
• Coordinate adjectives
• Appositive adjectives
• Compound adjectives
• Participial adjectives
• Proper adjectives
• Denominal adjectives
• Nominal adjectives

Cardinal numbers (e.g., one, two, three) can be placed before a noun to indicate quantity (e.g., one apple). While these are sometimes referred to as ‘numeral adjectives ‘, they are more accurately categorised as determiners or quantifiers.

Proper adjectives are adjectives formed from a proper noun (i.e., the name of a specific person, place, or thing) that are used to indicate origin. Like proper nouns, proper adjectives are always capitalised (e.g., Newtonian, Marxian, African).

The cost of proofreading depends on the type and length of text, the turnaround time, and the level of services required. Most proofreading companies charge per word or page, while freelancers sometimes charge an hourly rate.

For proofreading alone, which involves only basic corrections of typos and formatting mistakes, you might pay as little as £0.01 per word, but in many cases, your text will also require some level of editing , which costs slightly more.

It’s often possible to purchase combined proofreading and editing services and calculate the price in advance based on your requirements.

Then and than are two commonly confused words . In the context of ‘better than’, you use ‘than’ with an ‘a’.

• Julie is better than Jesse.
• I’d rather spend my time with you than with him.
• I understand Eoghan’s point of view better than Claudia’s.

Use to and used to are commonly confused words . In the case of ‘used to do’, the latter (with ‘d’) is correct, since you’re describing an action or state in the past.

• I used to do laundry once a week.
• They used to do each other’s hair.
• We used to do the dishes every day .

There are numerous synonyms and near synonyms for the various meanings of “ favour ”:

There are numerous synonyms and near synonyms for the two meanings of “ favoured ”:

No one (two words) is an indefinite pronoun meaning ‘nobody’. People sometimes mistakenly write ‘noone’, but this is incorrect and should be avoided. ‘No-one’, with a hyphen, is also acceptable in UK English .

Nobody and no one are both indefinite pronouns meaning ‘no person’. They can be used interchangeably (e.g., ‘nobody is home’ means the same as ‘no one is home’).

Some synonyms and near synonyms of  every time include:

• Without exception

‘Everytime’ is sometimes used to mean ‘each time’ or ‘whenever’. However, this is incorrect and should be avoided. The correct phrase is every time   (two words).

Yes, the conjunction because is a compound word , but one with a long history. It originates in Middle English from the preposition “bi” (“by”) and the noun “cause”. Over time, the open compound “bi cause” became the closed compound “because”, which we use today.

Though it’s spelled this way now, the verb “be” is not one of the words that makes up “because”.

Yes, today is a compound word , but a very old one. It wasn’t originally formed from the preposition “to” and the noun “day”; rather, it originates from their Old English equivalents, “tō” and “dæġe”.

In the past, it was sometimes written as a hyphenated compound: “to-day”. But the hyphen is no longer included; it’s always “today” now (“to day” is also wrong).

IEEE citation format is defined by the Institute of Electrical and Electronics Engineers and used in their publications.

It’s also a widely used citation style for students in technical fields like electrical and electronic engineering, computer science, telecommunications, and computer engineering.

An IEEE in-text citation consists of a number in brackets at the relevant point in the text, which points the reader to the right entry in the numbered reference list at the end of the paper. For example, ‘Smith [1] states that …’

A location marker such as a page number is also included within the brackets when needed: ‘Smith [1, p. 13] argues …’

The IEEE reference page consists of a list of references numbered in the order they were cited in the text. The title ‘References’ appears in bold at the top, either left-aligned or centered.

The numbers appear in square brackets on the left-hand side of the page. The reference entries are indented consistently to separate them from the numbers. Entries are single-spaced, with a normal paragraph break between them.

If you cite the same source more than once in your writing, use the same number for all of the IEEE in-text citations for that source, and only include it on the IEEE reference page once. The source is numbered based on the first time you cite it.

For example, the fourth source you cite in your paper is numbered [4]. If you cite it again later, you still cite it as [4]. You can cite different parts of the source each time by adding page numbers [4, p. 15].

A verb is a word that indicates a physical action (e.g., ‘drive’), a mental action (e.g., ‘think’) or a state of being (e.g., ‘exist’). Every sentence contains a verb.

Verbs are almost always used along with a noun or pronoun to describe what the noun or pronoun is doing.

There are many ways to categorize verbs into various types. A verb can fall into one or more of these categories depending on how it is used.

Some of the main types of verbs are:

• Regular verbs
• Irregular verbs
• Transitive verbs
• Intransitive verbs
• Dynamic verbs
• Stative verbs
• Linking verbs
• Auxiliary verbs
• Modal verbs
• Phrasal verbs

Regular verbs are verbs whose simple past and past participle are formed by adding the suffix ‘-ed’ (e.g., ‘walked’).

Irregular verbs are verbs that form their simple past and past participles in some way other than by adding the suffix ‘-ed’ (e.g., ‘sat’).

The indefinite articles a and an are used to refer to a general or unspecified version of a noun (e.g., a house). Which indefinite article you use depends on the pronunciation of the word that follows it.

• A is used for words that begin with a consonant sound (e.g., a bear).
• An is used for words that begin with a vowel sound (e.g., an eagle).

Indefinite articles can only be used with singular countable nouns . Like definite articles, they are a type of determiner .

Editing and proofreading are different steps in the process of revising a text.

Editing comes first, and can involve major changes to content, structure and language. The first stages of editing are often done by authors themselves, while a professional editor makes the final improvements to grammar and style (for example, by improving sentence structure and word choice ).

Proofreading is the final stage of checking a text before it is published or shared. It focuses on correcting minor errors and inconsistencies (for example, in punctuation and capitalization ). Proofreaders often also check for formatting issues, especially in print publishing.

Whether you’re publishing a blog, submitting a research paper , or even just writing an important email, there are a few techniques you can use to make sure it’s error-free:

• Take a break : Set your work aside for at least a few hours so that you can look at it with fresh eyes.
• Proofread a printout : Staring at a screen for too long can cause fatigue – sit down with a pen and paper to check the final version.
• Use digital shortcuts : Take note of any recurring mistakes (for example, misspelling a particular word, switching between US and UK English , or inconsistently capitalizing a term), and use Find and Replace to fix it throughout the document.

If you want to be confident that an important text is error-free, it might be worth choosing a professional proofreading service instead.

There are many different routes to becoming a professional proofreader or editor. The necessary qualifications depend on the field – to be an academic or scientific proofreader, for example, you will need at least a university degree in a relevant subject.

For most proofreading jobs, experience and demonstrated skills are more important than specific qualifications. Often your skills will be tested as part of the application process.

To learn practical proofreading skills, you can choose to take a course with a professional organisation such as the Society for Editors and Proofreaders . Alternatively, you can apply to companies that offer specialised on-the-job training programmes, such as the Scribbr Academy .

Though they’re pronounced the same, there’s a big difference in meaning between its and it’s .

• ‘The cat ate its food’.
• ‘It’s almost Christmas’.

Its and it’s are often confused, but its (without apostrophe) is the possessive form of ‘it’ (e.g., its tail, its argument, its wing). You use ‘its’ instead of ‘his’ and ‘her’ for neuter, inanimate nouns.

Then and than are two commonly confused words with different meanings and grammatical roles.

• Then (pronounced with a short ‘e’ sound) refers to time. It’s often an adverb , but it can also be used as a noun meaning ‘that time’ and as an adjective referring to a previous status.
• Than (pronounced with a short ‘a’ sound) is used for comparisons. Grammatically, it usually functions as a conjunction , but sometimes it’s a preposition .

Use to and used to are commonly confused words . In the case of ‘used to be’, the latter (with ‘d’) is correct, since you’re describing an action or state in the past.

• I used to be the new coworker.
• There used to be 4 cookies left.
• We used to walk to school every day .

A grammar checker is a tool designed to automatically check your text for spelling errors, grammatical issues, punctuation mistakes , and problems with sentence structure . You can check out our analysis of the best free grammar checkers to learn more.

A paraphrasing tool edits your text more actively, changing things whether they were grammatically incorrect or not. It can paraphrase your sentences to make them more concise and readable or for other purposes. You can check out our analysis of the best free paraphrasing tools to learn more.

Some tools available online combine both functions. Others, such as QuillBot , have separate grammar checker and paraphrasing tools. Be aware of what exactly the tool you’re using does to avoid introducing unwanted changes.

Good grammar is the key to expressing yourself clearly and fluently, especially in professional communication and academic writing . Word processors, browsers, and email programs typically have built-in grammar checkers, but they’re quite limited in the kinds of problems they can fix.

If you want to go beyond detecting basic spelling errors, there are many online grammar checkers with more advanced functionality. They can often detect issues with punctuation , word choice, and sentence structure that more basic tools would miss.

Not all of these tools are reliable, though. You can check out our research into the best free grammar checkers to explore the options.

Our research indicates that the best free grammar checker available online is the QuillBot grammar checker .

We tested 10 of the most popular checkers with the same sample text (containing 20 grammatical errors) and found that QuillBot easily outperformed the competition, scoring 18 out of 20, a drastic improvement over the second-place score of 13 out of 20.

It even appeared to outperform the premium versions of other grammar checkers, despite being entirely free.

A teacher’s aide is a person who assists in teaching classes but is not a qualified teacher. Aide is a noun meaning ‘assistant’, so it will always refer to a person.

‘Teacher’s aid’ is incorrect.

A visual aid is an instructional device (e.g., a photo, a chart) that appeals to vision to help you understand written or spoken information. Aid is often placed after an attributive noun or adjective (like ‘visual’) that describes the type of help provided.

‘Visual aide’ is incorrect.

A job aid is an instructional tool (e.g., a checklist, a cheat sheet) that helps you work efficiently. Aid is a noun meaning ‘assistance’. It’s often placed after an adjective or attributive noun (like ‘job’) that describes the specific type of help provided.

‘Job aide’ is incorrect.

There are numerous synonyms for the various meanings of truly :

Yours truly is a phrase used at the end of a formal letter or email. It can also be used (typically in a humorous way) as a pronoun to refer to oneself (e.g., ‘The dinner was cooked by yours truly ‘). The latter usage should be avoided in formal writing.

It’s formed by combining the second-person possessive pronoun ‘yours’ with the adverb ‘ truly ‘.

A pathetic fallacy can be a short phrase or a whole sentence and is often used in novels and poetry. Pathetic fallacies serve multiple purposes, such as:

• Conveying the emotional state of the characters or the narrator
• Creating an atmosphere or set the mood of a scene
• Foreshadowing events to come
• Giving texture and vividness to a piece of writing
• Communicating emotion to the reader in a subtle way, by describing the external world.
• Bringing inanimate objects to life so that they seem more relatable.

AMA citation format is a citation style designed by the American Medical Association. It’s frequently used in the field of medicine.

You may be told to use AMA style for your student papers. You will also have to follow this style if you’re submitting a paper to a journal published by the AMA.

An AMA in-text citation consists of the number of the relevant reference on your AMA reference page , written in superscript 1 at the point in the text where the source is used.

It may also include the page number or range of the relevant material in the source (e.g., the part you quoted 2(p46) ). Multiple sources can be cited at one point, presented as a range or list (with no spaces 3,5–9 ).

An AMA reference usually includes the author’s last name and initials, the title of the source, information about the publisher or the publication it’s contained in, and the publication date. The specific details included, and the formatting, depend on the source type.

References in AMA style are presented in numerical order (numbered by the order in which they were first cited in the text) on your reference page. A source that’s cited repeatedly in the text still only appears once on the reference page.

An AMA in-text citation just consists of the number of the relevant entry on your AMA reference page , written in superscript at the point in the text where the source is referred to.

You don’t need to mention the author of the source in your sentence, but you can do so if you want. It’s not an official part of the citation, but it can be useful as part of a signal phrase introducing the source.

On your AMA reference page , author names are written with the last name first, followed by the initial(s) of their first name and middle name if mentioned.

There’s a space between the last name and the initials, but no space or punctuation between the initials themselves. The names of multiple authors are separated by commas , and the whole list ends in a period, e.g., ‘Andreessen F, Smith PW, Gonzalez E’.

The names of up to six authors should be listed for each source on your AMA reference page , separated by commas . For a source with seven or more authors, you should list the first three followed by ‘ et al’ : ‘Isidore, Gilbert, Gunvor, et al’.

In the text, mentioning author names is optional (as they aren’t an official part of AMA in-text citations ). If you do mention them, though, you should use the first author’s name followed by ‘et al’ when there are three or more : ‘Isidore et al argue that …’

Note that according to AMA’s rather minimalistic punctuation guidelines, there’s no period after ‘et al’ unless it appears at the end of a sentence. This is different from most other styles, where there is normally a period.

Yes, you should normally include an access date in an AMA website citation (or when citing any source with a URL). This is because webpages can change their content over time, so it’s useful for the reader to know when you accessed the page.

When a publication or update date is provided on the page, you should include it in addition to the access date. The access date appears second in this case, e.g., ‘Published June 19, 2021. Accessed August 29, 2022.’

Don’t include an access date when citing a source with a DOI (such as in an AMA journal article citation ).

Some variables have fixed levels. For example, gender and ethnicity are always nominal level data because they cannot be ranked.

However, for other variables, you can choose the level of measurement . For example, income is a variable that can be recorded on an ordinal or a ratio scale:

• At an ordinal level , you could create 5 income groupings and code the incomes that fall within them from 1–5.
• At a ratio level , you would record exact numbers for income.

If you have a choice, the ratio level is always preferable because you can analyse data in more ways. The higher the level of measurement, the more precise your data is.

The level at which you measure a variable determines how you can analyse your data.

Depending on the level of measurement , you can perform different descriptive statistics to get an overall summary of your data and inferential statistics to see if your results support or refute your hypothesis .

Levels of measurement tell you how precisely variables are recorded. There are 4 levels of measurement, which can be ranked from low to high:

• Nominal : the data can only be categorised.
• Ordinal : the data can be categorised and ranked.
• Interval : the data can be categorised and ranked, and evenly spaced.
• Ratio : the data can be categorised, ranked, evenly spaced and has a natural zero.

Statistical analysis is the main method for analyzing quantitative research data . It uses probabilities and models to test predictions about a population from sample data.

The null hypothesis is often abbreviated as H 0 . When the null hypothesis is written using mathematical symbols, it always includes an equality symbol (usually =, but sometimes ≥ or ≤).

The alternative hypothesis is often abbreviated as H a or H 1 . When the alternative hypothesis is written using mathematical symbols, it always includes an inequality symbol (usually ≠, but sometimes < or >).

As the degrees of freedom increase, Student’s t distribution becomes less leptokurtic , meaning that the probability of extreme values decreases. The distribution becomes more and more similar to a standard normal distribution .

When there are only one or two degrees of freedom , the chi-square distribution is shaped like a backwards ‘J’. When there are three or more degrees of freedom, the distribution is shaped like a right-skewed hump. As the degrees of freedom increase, the hump becomes less right-skewed and the peak of the hump moves to the right. The distribution becomes more and more similar to a normal distribution .

‘Looking forward in hearing from you’ is an incorrect version of the phrase looking forward to hearing from you . The phrasal verb ‘looking forward to’ always needs the preposition ‘to’, not ‘in’.

• I am looking forward in hearing from you.
• I am looking forward to hearing from you.

Some synonyms and near synonyms for the expression looking forward to hearing from you include:

• Eagerly awaiting your response
• Hoping to hear from you soon
• It would be great to hear back from you
• Thanks in advance for your reply

People sometimes mistakenly write ‘looking forward to hear from you’, but this is incorrect. The correct phrase is looking forward to hearing from you .

The phrasal verb ‘look forward to’ is always followed by a direct object, the thing you’re looking forward to. As the direct object has to be a noun phrase , it should be the gerund ‘hearing’, not the verb ‘hear’.

• I’m looking forward to hear from you soon.
• I’m looking forward to hearing from you soon.

Traditionally, the sign-off Yours sincerely is used in an email message or letter when you are writing to someone you have interacted with before, not a complete stranger.

Yours faithfully is used instead when you are writing to someone you have had no previous correspondence with, especially if you greeted them as ‘ Dear Sir or Madam ’.

Just checking in   is a standard phrase used to start an email (or other message) that’s intended to ask someone for a response or follow-up action in a friendly, informal way. However, it’s a cliché opening that can come across as passive-aggressive, so we recommend avoiding it in favor of a more direct opening like “We previously discussed …”

In a more personal context, you might encounter “just checking in” as part of a longer phrase such as “I’m just checking in to see how you’re doing”. In this case, it’s not asking the other person to do anything but rather asking about their well-being (emotional or physical) in a friendly way.

“Earliest convenience” is part of the phrase at your earliest convenience , meaning “as soon as you can”. 

It’s typically used to end an email in a formal context by asking the recipient to do something when it’s convenient for them to do so.

ASAP is an abbreviation of the phrase “as soon as possible”. 

It’s typically used to indicate a sense of urgency in highly informal contexts (e.g., “Let me know ASAP if you need me to drive you to the airport”).

“ASAP” should be avoided in more formal correspondence. Instead, use an alternative like at your earliest convenience .

Some synonyms and near synonyms of the verb   compose   (meaning “to make up”) are:

People increasingly use “comprise” as a synonym of “compose.” However, this is normally still seen as a mistake, and we recommend avoiding it in your academic writing . “Comprise” traditionally means “to be made up of,” not “to make up.”

Some synonyms and near synonyms of the verb comprise are:

• Be composed of
• Be made up of

People increasingly use “comprise” interchangeably with “compose,” meaning that they consider words like “compose,” “constitute,” and “form” to be synonymous with “comprise.” However, this is still normally regarded as an error, and we advise against using these words interchangeably in academic writing .

A fallacy is a mistaken belief, particularly one based on unsound arguments or one that lacks the evidence to support it. Common types of fallacy that may compromise the quality of your research are:

• Correlation/causation fallacy: Claiming that two events that occur together have a cause-and-effect relationship even though this can’t be proven
• Ecological fallacy : Making inferences about the nature of individuals based on aggregate data for the group
• The sunk cost fallacy : Following through on a project or decision because we have already invested time, effort, or money into it, even if the current costs outweigh the benefits
• The base-rate fallacy : Ignoring base-rate or statistically significant information, such as sample size or the relative frequency of an event, in favor of  less relevant information e.g., pertaining to a single case, or a small number of cases
• The planning fallacy : Underestimating the time needed to complete a future task, even when we know that similar tasks in the past have taken longer than planned

The planning fallacy refers to people’s tendency to underestimate the resources needed to complete a future task, despite knowing that previous tasks have also taken longer than planned.

For example, people generally tend to underestimate the cost and time needed for construction projects. The planning fallacy occurs due to people’s tendency to overestimate the chances that positive events, such as a shortened timeline, will happen to them. This phenomenon is called optimism bias or positivity bias.

Although both red herring fallacy and straw man fallacy are logical fallacies or reasoning errors, they denote different attempts to “win” an argument. More specifically:

• A red herring fallacy refers to an attempt to change the subject and divert attention from the original issue. In other words, a seemingly solid but ultimately irrelevant argument is introduced into the discussion, either on purpose or by mistake.
• A straw man argument involves the deliberate distortion of another person’s argument. By oversimplifying or exaggerating it, the other party creates an easy-to-refute argument and then attacks it.

The red herring fallacy is a problem because it is flawed reasoning. It is a distraction device that causes people to become sidetracked from the main issue and draw wrong conclusions.

Although a red herring may have some kernel of truth, it is used as a distraction to keep our eyes on a different matter. As a result, it can cause us to accept and spread misleading information.

The sunk cost fallacy and escalation of commitment (or commitment bias ) are two closely related terms. However, there is a slight difference between them:

• Escalation of commitment (aka commitment bias ) is the tendency to be consistent with what we have already done or said we will do in the past, especially if we did so in public. In other words, it is an attempt to save face and appear consistent.
• Sunk cost fallacy is the tendency to stick with a decision or a plan even when it’s failing. Because we have already invested valuable time, money, or energy, quitting feels like these resources were wasted.

In other words, escalating commitment is a manifestation of the sunk cost fallacy: an irrational escalation of commitment frequently occurs when people refuse to accept that the resources they’ve already invested cannot be recovered. Instead, they insist on more spending to justify the initial investment (and the incurred losses).

When you are faced with a straw man argument , the best way to respond is to draw attention to the fallacy and ask your discussion partner to show how your original statement and their distorted version are the same. Since these are different, your partner will either have to admit that their argument is invalid or try to justify it by using more flawed reasoning, which you can then attack.

The straw man argument is a problem because it occurs when we fail to take an opposing point of view seriously. Instead, we intentionally misrepresent our opponent’s ideas and avoid genuinely engaging with them. Due to this, resorting to straw man fallacy lowers the standard of constructive debate.

A straw man argument is a distorted (and weaker) version of another person’s argument that can easily be refuted (e.g., when a teacher proposes that the class spend more time on math exercises, a parent complains that the teacher doesn’t care about reading and writing).

This is a straw man argument because it misrepresents the teacher’s position, which didn’t mention anything about cutting down on reading and writing. The straw man argument is also known as the straw man fallacy .

A slippery slope argument is not always a fallacy.

• When someone claims adopting a certain policy or taking a certain action will automatically lead to a series of other policies or actions also being taken, this is a slippery slope argument.
• If they don’t show a causal connection between the advocated policy and the consequent policies, then they commit a slippery slope fallacy .

There are a number of ways you can deal with slippery slope arguments especially when you suspect these are fallacious:

• Slippery slope arguments take advantage of the gray area between an initial action or decision and the possible next steps that might lead to the undesirable outcome. You can point out these missing steps and ask your partner to indicate what evidence exists to support the claimed relationship between two or more events.
• Ask yourself if each link in the chain of events or action is valid. Every proposition has to be true for the overall argument to work, so even if one link is irrational or not supported by evidence, then the argument collapses.
• Sometimes people commit a slippery slope fallacy unintentionally. In these instances, use an example that demonstrates the problem with slippery slope arguments in general (e.g., by using statements to reach a conclusion that is not necessarily relevant to the initial statement). By attacking the concept of slippery slope arguments you can show that they are often fallacious.

People sometimes confuse cognitive bias and logical fallacies because they both relate to flawed thinking. However, they are not the same:

• Cognitive bias is the tendency to make decisions or take action in an illogical way because of our values, memory, socialization, and other personal attributes. In other words, it refers to a fixed pattern of thinking rooted in the way our brain works.
• Logical fallacies relate to how we make claims and construct our arguments in the moment. They are statements that sound convincing at first but can be disproven through logical reasoning.

In other words, cognitive bias refers to an ongoing predisposition, while logical fallacy refers to mistakes of reasoning that occur in the moment.

An appeal to ignorance (ignorance here meaning lack of evidence) is a type of informal logical fallacy .

It asserts that something must be true because it hasn’t been proven false—or that something must be false because it has not yet been proven true.

For example, “unicorns exist because there is no evidence that they don’t.” The appeal to ignorance is also called the burden of proof fallacy .

An ad hominem (Latin for “to the person”) is a type of informal logical fallacy . Instead of arguing against a person’s position, an ad hominem argument attacks the person’s character or actions in an effort to discredit them.

This rhetorical strategy is fallacious because a person’s character, motive, education, or other personal trait is logically irrelevant to whether their argument is true or false.

Name-calling is common in ad hominem fallacy (e.g., “environmental activists are ineffective because they’re all lazy tree-huggers”).

Ad hominem is a persuasive technique where someone tries to undermine the opponent’s argument by personally attacking them.

In this way, one can redirect the discussion away from the main topic and to the opponent’s personality without engaging with their viewpoint. When the opponent’s personality is irrelevant to the discussion, we call it an ad hominem fallacy .

Ad hominem tu quoque (‘you too”) is an attempt to rebut a claim by attacking its proponent on the grounds that they uphold a double standard or that they don’t practice what they preach. For example, someone is telling you that you should drive slowly otherwise you’ll get a speeding ticket one of these days, and you reply “but you used to get them all the time!”

Argumentum ad hominem means “argument to the person” in Latin and it is commonly referred to as ad hominem argument or personal attack. Ad hominem arguments are used in debates to refute an argument by attacking the character of the person making it, instead of the logic or premise of the argument itself.

The opposite of the hasty generalization fallacy is called slothful induction fallacy or appeal to coincidence .

It is the tendency to deny a conclusion even though there is sufficient evidence that supports it. Slothful induction occurs due to our natural tendency to dismiss events or facts that do not align with our personal biases and expectations. For example, a researcher may try to explain away unexpected results by claiming it is just a coincidence.

To avoid a hasty generalization fallacy we need to ensure that the conclusions drawn are well-supported by the appropriate evidence. More specifically:

• In statistics , if we want to draw inferences about an entire population, we need to make sure that the sample is random and representative of the population . We can achieve that by using a probability sampling method , like simple random sampling or stratified sampling .
• In academic writing , use precise language and measured phases. Try to avoid making absolute claims, cite specific instances and examples without applying the findings to a larger group.
• As readers, we need to ask ourselves “does the writer demonstrate sufficient knowledge of the situation or phenomenon that would allow them to make a generalization?”

The hasty generalization fallacy and the anecdotal evidence fallacy are similar in that they both result in conclusions drawn from insufficient evidence. However, there is a difference between the two:

• The hasty generalization fallacy involves genuinely considering an example or case (i.e., the evidence comes first and then an incorrect conclusion is drawn from this).
• The anecdotal evidence fallacy (also known as “cherry-picking” ) is knowing in advance what conclusion we want to support, and then selecting the story (or a few stories) that support it. By overemphasizing anecdotal evidence that fits well with the point we are trying to make, we overlook evidence that would undermine our argument.

Although many sources use circular reasoning fallacy and begging the question interchangeably, others point out that there is a subtle difference between the two:

• Begging the question fallacy occurs when you assume that an argument is true in order to justify a conclusion. If something begs the question, what you are actually asking is, “Is the premise of that argument actually true?” For example, the statement “Snakes make great pets. That’s why we should get a snake” begs the question “are snakes really great pets?”
• Circular reasoning fallacy on the other hand, occurs when the evidence used to support a claim is just a repetition of the claim itself.  For example, “People have free will because they can choose what to do.”

In other words, we could say begging the question is a form of circular reasoning.

Circular reasoning fallacy uses circular reasoning to support an argument. More specifically, the evidence used to support a claim is just a repetition of the claim itself. For example: “The President of the United States is a good leader (claim), because they are the leader of this country (supporting evidence)”.

An example of a non sequitur is the following statement:

“Giving up nuclear weapons weakened the United States’ military. Giving up nuclear weapons also weakened China. For this reason, it is wrong to try to outlaw firearms in the United States today.”

Clearly there is a step missing in this line of reasoning and the conclusion does not follow from the premise, resulting in a non sequitur fallacy .

The difference between the post hoc fallacy and the non sequitur fallacy is that post hoc fallacy infers a causal connection between two events where none exists, whereas the non sequitur fallacy infers a conclusion that lacks a logical connection to the premise.

In other words, a post hoc fallacy occurs when there is a lack of a cause-and-effect relationship, while a non sequitur fallacy occurs when there is a lack of logical connection.

An example of post hoc fallacy is the following line of reasoning:

“Yesterday I had ice cream, and today I have a terrible stomachache. I’m sure the ice cream caused this.”

Although it is possible that the ice cream had something to do with the stomachache, there is no proof to justify the conclusion other than the order of events. Therefore, this line of reasoning is fallacious.

Post hoc fallacy and hasty generalisation fallacy are similar in that they both involve jumping to conclusions. However, there is a difference between the two:

• Post hoc fallacy is assuming a cause and effect relationship between two events, simply because one happened after the other.
• Hasty generalisation fallacy is drawing a general conclusion from a small sample or little evidence.

In other words, post hoc fallacy involves a leap to a causal claim; hasty generalisation fallacy involves a leap to a general proposition.

The fallacy of composition is similar to and can be confused with the hasty generalization fallacy . However, there is a difference between the two:

• The fallacy of composition involves drawing an inference about the characteristics of a whole or group based on the characteristics of its individual members.
• The hasty generalization fallacy involves drawing an inference about a population or class of things on the basis of few atypical instances or a small sample of that population or thing.

In other words, the fallacy of composition is using an unwarranted assumption that we can infer something about a whole based on the characteristics of its parts, while the hasty generalization fallacy is using insufficient evidence to draw a conclusion.

The opposite of the fallacy of composition is the fallacy of division . In the fallacy of division, the assumption is that a characteristic which applies to a whole or a group must necessarily apply to the parts or individual members. For example, “Australians travel a lot. Gary is Australian, so he must travel a lot.”

Base rate fallacy can be avoided by following these steps:

• Avoid making an important decision in haste. When we are under pressure, we are more likely to resort to cognitive shortcuts like the availability heuristic and the representativeness heuristic . Due to this, we are more likely to factor in only current and vivid information, and ignore the actual probability of something happening (i.e., base rate).
• Take a long-term view on the decision or question at hand. Look for relevant statistical data, which can reveal long-term trends and give you the full picture.
• Talk to experts like professionals. They are more aware of probabilities related to specific decisions.

Suppose there is a population consisting of 90% psychologists and 10% engineers. Given that you know someone enjoyed physics at school, you may conclude that they are an engineer rather than a psychologist, even though you know that this person comes from a population consisting of far more psychologists than engineers.

When we ignore the rate of occurrence of some trait in a population (the base-rate information) we commit base rate fallacy .

Cost-benefit fallacy is a common error that occurs when allocating sources in project management. It is the fallacy of assuming that cost-benefit estimates are more or less accurate, when in fact they are highly inaccurate and biased. This means that cost-benefit analyses can be useful, but only after the cost-benefit fallacy has been acknowledged and corrected for. Cost-benefit fallacy is a type of base rate fallacy .

In advertising, the fallacy of equivocation is often used to create a pun. For example, a billboard company might advertise their billboards using a line like: “Looking for a sign? This is it!” The word sign has a literal meaning as billboard and a figurative one as a sign from God, the universe, etc.

Equivocation is a fallacy because it is a form of argumentation that is both misleading and logically unsound. When the meaning of a word or phrase shifts in the course of an argument, it causes confusion and also implies that the conclusion (which may be true) does not follow from the premise.

The fallacy of equivocation is an informal logical fallacy, meaning that the error lies in the content of the argument instead of the structure.

Fallacies of relevance are a group of fallacies that occur in arguments when the premises are logically irrelevant to the conclusion. Although at first there seems to be a connection between the premise and the conclusion, in reality fallacies of relevance use unrelated forms of appeal.

For example, the genetic fallacy makes an appeal to the source or origin of the claim in an attempt to assert or refute something.

The ad hominem fallacy and the genetic fallacy are closely related in that they are both fallacies of relevance. In other words, they both involve arguments that use evidence or examples that are not logically related to the argument at hand. However, there is a difference between the two:

• In the ad hominem fallacy , the goal is to discredit the argument by discrediting the person currently making the argument.
• In the genetic fallacy , the goal is to discredit the argument by discrediting the history or origin (i.e., genesis) of an argument.

False dilemma fallacy is also known as false dichotomy, false binary, and “either-or” fallacy. It is the fallacy of presenting only two choices, outcomes, or sides to an argument as the only possibilities, when more are available.

The false dilemma fallacy works in two ways:

• By presenting only two options as if these were the only ones available
• By presenting two options as mutually exclusive (i.e., only one option can be selected or can be true at a time)

In both cases, by using the false dilemma fallacy, one conceals alternative choices and doesn’t allow others to consider the full range of options. This is usually achieved through an“either-or” construction and polarised, divisive language (“you are either a friend or an enemy”).

The best way to avoid a false dilemma fallacy is to pause and reflect on two points:

• Are the options presented truly the only ones available ? It could be that another option has been deliberately omitted.
• Are the options mentioned mutually exclusive ? Perhaps all of the available options can be selected (or be true) at the same time, which shows that they aren’t mutually exclusive. Proving this is called “escaping between the horns of the dilemma.”

Begging the question fallacy is an argument in which you assume what you are trying to prove. In other words, your position and the justification of that position are the same, only slightly rephrased.

For example: “All freshmen should attend college orientation, because all college students should go to such an orientation.”

The complex question fallacy and begging the question fallacy are similar in that they are both based on assumptions. However, there is a difference between them:

• A complex question fallacy occurs when someone asks a question that presupposes the answer to another question that has not been established or accepted by the other person. For example, asking someone “Have you stopped cheating on tests?”, unless it has previously been established that the person is indeed cheating on tests, is a fallacy.
• Begging the question fallacy occurs when we assume the very thing as a premise that we’re trying to prove in our conclusion. In other words, the conclusion is used to support the premises, and the premises prove the validity of the conclusion. For example: “God exists because the Bible says so, and the Bible is true because it is the word of God.”

In other words, begging the question is about drawing a conclusion based on an assumption, while a complex question involves asking a question that presupposes the answer to a prior question.

“ No true Scotsman ” arguments aren’t always fallacious. When there is a generally accepted definition of who or what constitutes a group, it’s reasonable to use statements in the form of “no true Scotsman”.

For example, the statement that “no true pacifist would volunteer for military service” is not fallacious, since a pacifist is, by definition, someone who opposes war or violence as a means of settling disputes.

No true Scotsman arguments are fallacious because instead of logically refuting the counterexample, they simply assert that it doesn’t count. In other words, the counterexample is rejected for psychological, but not logical, reasons.

The appeal to purity or no true Scotsman fallacy is an attempt to defend a generalisation about a group from a counterexample by shifting the definition of the group in the middle of the argument. In this way, one can exclude the counterexample as not being “true”, “genuine”, or “pure” enough to be considered as part of the group in question.

To identify an appeal to authority fallacy , you can ask yourself the following questions:

• Is the authority cited really a qualified expert in this particular area under discussion? For example, someone who has formal education or years of experience can be an expert.
• Do experts disagree on this particular subject? If that is the case, then for almost any claim supported by one expert there will be a counterclaim that is supported by another expert. If there is no consensus, an appeal to authority is fallacious.
• Is the authority in question biased? If you suspect that an expert’s prejudice and bias could have influenced their views, then the expert is not reliable and an argument citing this expert will be fallacious.To identify an appeal to authority fallacy, you ask yourself whether the authority cited is a qualified expert in the particular area under discussion.

Appeal to authority is a fallacy when those who use it do not provide any justification to support their argument. Instead they cite someone famous who agrees with their viewpoint, but is not qualified to make reliable claims on the subject.

Appeal to authority fallacy is often convincing because of the effect authority figures have on us. When someone cites a famous person, a well-known scientist, a politician, etc. people tend to be distracted and often fail to critically examine whether the authority figure is indeed an expert in the area under discussion.

The ad populum fallacy is common in politics. One example is the following viewpoint: “The majority of our countrymen think we should have military operations overseas; therefore, it’s the right thing to do.”

This line of reasoning is fallacious, because popular acceptance of a belief or position does not amount to a justification of that belief. In other words, following the prevailing opinion without examining the underlying reasons is irrational.

The ad populum fallacy plays on our innate desire to fit in (known as “bandwagon effect”). If many people believe something, our common sense tells us that it must be true and we tend to accept it. However, in logic, the popularity of a proposition cannot serve as evidence of its truthfulness.

Ad populum (or appeal to popularity) fallacy and appeal to authority fallacy are similar in that they both conflate the validity of a belief with its popular acceptance among a specific group. However there is a key difference between the two:

• An ad populum fallacy tries to persuade others by claiming that something is true or right because a lot of people think so.
• An appeal to authority fallacy tries to persuade by claiming a group of experts believe something is true or right, therefore it must be so.

To identify a false cause fallacy , you need to carefully analyse the argument:

• When someone claims that one event directly causes another, ask if there is sufficient evidence to establish a cause-and-effect relationship. 
• Ask if the claim is based merely on the chronological order or co-occurrence of the two events. 
• Consider alternative possible explanations (are there other factors at play that could influence the outcome?).

By carefully analysing the reasoning, considering alternative explanations, and examining the evidence provided, you can identify a false cause fallacy and discern whether a causal claim is valid or flawed.

False cause fallacy examples include: 

• Believing that wearing your lucky jersey will help your team win 
• Thinking that everytime you wash your car, it rains
• Claiming that playing video games causes violent behavior 

In each of these examples, we falsely assume that one event causes another without any proof.

The planning fallacy and procrastination are not the same thing. Although they both relate to time and task management, they describe different challenges:

• The planning fallacy describes our inability to correctly estimate how long a future task will take, mainly due to optimism bias and a strong focus on the best-case scenario.
• Procrastination refers to postponing a task, usually by focusing on less urgent or more enjoyable activities. This is due to psychological reasons, like fear of failure.

In other words, the planning fallacy refers to inaccurate predictions about the time we need to finish a task, while procrastination is a deliberate delay due to psychological factors.

A real-life example of the planning fallacy is the construction of the Sydney Opera House in Australia. When construction began in the late 1950s, it was initially estimated that it would be completed in four years at a cost of around $7 million.

Because the government wanted the construction to start before political opposition would stop it and while public opinion was still favorable, a number of design issues had not been carefully studied in advance. Due to this, several problems appeared immediately after the project commenced.

The construction process eventually stretched over 14 years, with the Opera House being completed in 1973 at a cost of over $100 million, significantly exceeding the initial estimates.

An example of appeal to pity fallacy is the following appeal by a student to their professor:

“Professor, please consider raising my grade. I had a terrible semester: my car broke down, my laptop got stolen, and my cat got sick.”

While these circumstances may be unfortunate, they are not directly related to the student’s academic performance.

While both the appeal to pity fallacy and   red herring fallacy can serve as a distraction from the original discussion topic, they are distinct fallacies. More specifically:

• Appeal to pity fallacy attempts to evoke feelings of sympathy, pity, or guilt in an audience, so that they accept the speaker’s conclusion as truthful.
• Red herring fallacy attempts to introduce an irrelevant piece of information that diverts the audience’s attention to a different topic.

Both fallacies can be used as a tool of deception. However, they operate differently and serve distinct purposes in arguments.

Argumentum ad misericordiam (Latin for “argument from pity or misery”) is another name for appeal to pity fallacy . It occurs when someone evokes sympathy or guilt in an attempt to gain support for their claim, without providing any logical reasons to support the claim itself. Appeal to pity is a deceptive tactic of argumentation, playing on people’s emotions to sway their opinion.

Yes, it’s quite common to start a sentence with a preposition, and there’s no reason not to do so.

For example, the sentence “ To many, she was a hero” is perfectly grammatical. It could also be rephrased as “She was a hero to  many”, but there’s no particular reason to do so. Both versions are fine.

Some people argue that you shouldn’t end a sentence with a preposition , but that “rule” can also be ignored, since it’s not supported by serious language authorities.

Yes, it’s fine to end a sentence with a preposition . The “rule” against doing so is overwhelmingly rejected by modern style guides and language authorities and is based on the rules of Latin grammar, not English.

Trying to avoid ending a sentence with a preposition often results in very unnatural phrasings. For example, turning “He knows what he’s talking about ” into “He knows about what he’s talking” or “He knows that about which he’s talking” is definitely not an improvement.

No, ChatGPT is not a credible source of factual information and can’t be cited for this purpose in academic writing . While it tries to provide accurate answers, it often gets things wrong because its responses are based on patterns, not facts and data.

Specifically, the CRAAP test for evaluating sources includes five criteria: currency , relevance , authority , accuracy , and purpose . ChatGPT fails to meet at least three of them:

• Currency: The dataset that ChatGPT was trained on only extends to 2021, making it slightly outdated.
• Authority: It’s just a language model and is not considered a trustworthy source of factual information.
• Accuracy: It bases its responses on patterns rather than evidence and is unable to cite its sources .

So you shouldn’t cite ChatGPT as a trustworthy source for a factual claim. You might still cite ChatGPT for other reasons – for example, if you’re writing a paper about AI language models, ChatGPT responses are a relevant primary source .

ChatGPT is an AI language model that was trained on a large body of text from a variety of sources (e.g., Wikipedia, books, news articles, scientific journals). The dataset only went up to 2021, meaning that it lacks information on more recent events.

It’s also important to understand that ChatGPT doesn’t access a database of facts to answer your questions. Instead, its responses are based on patterns that it saw in the training data.

So ChatGPT is not always trustworthy . It can usually answer general knowledge questions accurately, but it can easily give misleading answers on more specialist topics.

Another consequence of this way of generating responses is that ChatGPT usually can’t cite its sources accurately. It doesn’t really know what source it’s basing any specific claim on. It’s best to check any information you get from it against a credible source .

No, it is not possible to cite your sources with ChatGPT . You can ask it to create citations, but it isn’t designed for this task and tends to make up sources that don’t exist or present information in the wrong format. ChatGPT also cannot add citations to direct quotes in your text.

Instead, use a tool designed for this purpose, like the Scribbr Citation Generator .

But you can use ChatGPT for assignments in other ways, to provide inspiration, feedback, and general writing advice.

GPT  stands for “generative pre-trained transformer”, which is a type of large language model: a neural network trained on a very large amount of text to produce convincing, human-like language outputs. The Chat part of the name just means “chat”: ChatGPT is a chatbot that you interact with by typing in text.

The technology behind ChatGPT is GPT-3.5 (in the free version) or GPT-4 (in the premium version). These are the names for the specific versions of the GPT model. GPT-4 is currently the most advanced model that OpenAI has created. It’s also the model used in Bing’s chatbot feature.

ChatGPT was created by OpenAI, an AI research company. It started as a nonprofit company in 2015 but became for-profit in 2019. Its CEO is Sam Altman, who also co-founded the company. OpenAI released ChatGPT as a free “research preview” in November 2022. Currently, it’s still available for free, although a more advanced premium version is available if you pay for it.

OpenAI is also known for developing DALL-E, an AI image generator that runs on similar technology to ChatGPT.

ChatGPT is owned by OpenAI, the company that developed and released it. OpenAI is a company dedicated to AI research. It started as a nonprofit company in 2015 but transitioned to for-profit in 2019. Its current CEO is Sam Altman, who also co-founded the company.

In terms of who owns the content generated by ChatGPT, OpenAI states that it will not claim copyright on this content , and the terms of use state that “you can use Content for any purpose, including commercial purposes such as sale or publication”. This means that you effectively own any content you generate with ChatGPT and can use it for your own purposes.

Be cautious about how you use ChatGPT content in an academic context. University policies on AI writing are still developing, so even if you “own” the content, you’re often not allowed to submit it as your own work according to your university or to publish it in a journal.

ChatGPT is a chatbot based on a large language model (LLM). These models are trained on huge datasets consisting of hundreds of billions of words of text, based on which the model learns to effectively predict natural responses to the prompts you enter.

ChatGPT was also refined through a process called reinforcement learning from human feedback (RLHF), which involves “rewarding” the model for providing useful answers and discouraging inappropriate answers – encouraging it to make fewer mistakes.

Essentially, ChatGPT’s answers are based on predicting the most likely responses to your inputs based on its training data, with a reward system on top of this to incentivise it to give you the most helpful answers possible. It’s a bit like an incredibly advanced version of predictive text. This is also one of ChatGPT’s limitations : because its answers are based on probabilities, they’re not always trustworthy .

OpenAI may store ChatGPT conversations for the purposes of future training. Additionally, these conversations may be monitored by human AI trainers.

Users can choose not to have their chat history saved. Unsaved chats are not used to train future models and are permanently deleted from ChatGPT’s system after 30 days.

The official ChatGPT app is currently only available on iOS devices. If you don’t have an iOS device, only use the official OpenAI website to access the tool. This helps to eliminate the potential risk of downloading fraudulent or malicious software.

ChatGPT conversations are generally used to train future models and to resolve issues/bugs. These chats may be monitored by human AI trainers.

However, users can opt out of having their conversations used for training. In these instances, chats are monitored only for potential abuse.

Yes, using ChatGPT as a conversation partner is a great way to practice a language in an interactive way.

Try using a prompt like this one:

“Please be my Spanish conversation partner. Only speak to me in Spanish. Keep your answers short (maximum 50 words). Ask me questions. Let’s start the conversation with the following topic: [conversation topic].”

Yes, there are a variety of ways to use ChatGPT for language learning , including treating it as a conversation partner, asking it for translations, and using it to generate a curriculum or practice exercises.

AI detectors aim to identify the presence of AI-generated text (e.g., from ChatGPT ) in a piece of writing, but they can’t do so with complete accuracy. In our comparison of the best AI detectors , we found that the 10 tools we tested had an average accuracy of 60%. The best free tool had 68% accuracy, the best premium tool 84%.

Because of how AI detectors work , they can never guarantee 100% accuracy, and there is always at least a small risk of false positives (human text being marked as AI-generated). Therefore, these tools should not be relied upon to provide absolute proof that a text is or isn’t AI-generated. Rather, they can provide a good indication in combination with other evidence.

Tools called AI detectors are designed to label text as AI-generated or human. AI detectors work by looking for specific characteristics in the text, such as a low level of randomness in word choice and sentence length. These characteristics are typical of AI writing, allowing the detector to make a good guess at when text is AI-generated.

But these tools can’t guarantee 100% accuracy. Check out our comparison of the best AI detectors to learn more.

You can also manually watch for clues that a text is AI-generated – for example, a very different style from the writer’s usual voice or a generic, overly polite tone.

Our research into the best summary generators (aka summarisers or summarising tools) found that the best summariser available in 2023 is the one offered by QuillBot.

While many summarisers just pick out some sentences from the text, QuillBot generates original summaries that are creative, clear, accurate, and concise. It can summarise texts of up to 1,200 words for free, or up to 6,000 with a premium subscription.

Try the QuillBot summarizer for free

Deep learning requires a large dataset (e.g., images or text) to learn from. The more diverse and representative the data, the better the model will learn to recognise objects or make predictions. Only when the training data is sufficiently varied can the model make accurate predictions or recognise objects from new data.

Deep learning models can be biased in their predictions if the training data consist of biased information. For example, if a deep learning model used for screening job applicants has been trained with a dataset consisting primarily of white male applicants, it will consistently favour this specific population over others.

A good ChatGPT prompt (i.e., one that will get you the kinds of responses you want):

• Gives the tool a role to explain what type of answer you expect from it
• Is precisely formulated and gives enough context
• Is free from bias
• Has been tested and improved by experimenting with the tool

ChatGPT prompts are the textual inputs (e.g., questions, instructions) that you enter into ChatGPT to get responses.

ChatGPT predicts an appropriate response to the prompt you entered. In general, a more specific and carefully worded prompt will get you better responses.

Yes, ChatGPT is currently available for free. You have to sign up for a free account to use the tool, and you should be aware that your data may be collected to train future versions of the model.

To sign up and use the tool for free, go to this page and click “Sign up”. You can do so with your email or with a Google account.

A premium version of the tool called ChatGPT Plus is available as a monthly subscription. It currently costs £16 and gets you access to features like GPT-4 (a more advanced version of the language model). But it’s optional: you can use the tool completely free if you’re not interested in the extra features.

You can access ChatGPT by signing up for a free account:

• Follow this link to the ChatGPT website.
• Click on “Sign up” and fill in the necessary details (or use your Google account). It’s free to sign up and use the tool.
• Type a prompt into the chat box to get started!

A ChatGPT app is also available for iOS, and an Android app is planned for the future. The app works similarly to the website, and you log in with the same account for both.

According to OpenAI’s terms of use, users have the right to reproduce text generated by ChatGPT during conversations.

However, publishing ChatGPT outputs may have legal implications , such as copyright infringement.

Users should be aware of such issues and use ChatGPT outputs as a source of inspiration instead.

According to OpenAI’s terms of use, users have the right to use outputs from their own ChatGPT conversations for any purpose (including commercial publication).

However, users should be aware of the potential legal implications of publishing ChatGPT outputs. ChatGPT responses are not always unique: different users may receive the same response.

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ChatGPT can sometimes reproduce biases from its training data , since it draws on the text it has “seen” to create plausible responses to your prompts.

For example, users have shown that it sometimes makes sexist assumptions such as that a doctor mentioned in a prompt must be a man rather than a woman. Some have also pointed out political bias in terms of which political figures the tool is willing to write positively or negatively about and which requests it refuses.

The tool is unlikely to be consistently biased toward a particular perspective or against a particular group. Rather, its responses are based on its training data and on the way you phrase your ChatGPT prompts . It’s sensitive to phrasing, so asking it the same question in different ways will result in quite different answers.

Information extraction  refers to the process of starting from unstructured sources (e.g., text documents written in ordinary English) and automatically extracting structured information (i.e., data in a clearly defined format that’s easily understood by computers). It’s an important concept in natural language processing (NLP) .

For example, you might think of using news articles full of celebrity gossip to automatically create a database of the relationships between the celebrities mentioned (e.g., married, dating, divorced, feuding). You would end up with data in a structured format, something like MarriageBetween(celebrity 1 ,celebrity 2 ,date) .

The challenge involves developing systems that can “understand” the text well enough to extract this kind of data from it.

Knowledge representation and reasoning (KRR) is the study of how to represent information about the world in a form that can be used by a computer system to solve and reason about complex problems. It is an important field of artificial intelligence (AI) research.

An example of a KRR application is a semantic network, a way of grouping words or concepts by how closely related they are and formally defining the relationships between them so that a machine can “understand” language in something like the way people do.

A related concept is information extraction , concerned with how to get structured information from unstructured sources.

Yes, you can use ChatGPT to summarise text . This can help you understand complex information more easily, summarise the central argument of your own paper, or clarify your research question.

You can also use Scribbr’s free text summariser , which is designed specifically for this purpose.

Yes, you can use ChatGPT to paraphrase text to help you express your ideas more clearly, explore different ways of phrasing your arguments, and avoid repetition.

However, it’s not specifically designed for this purpose. We recommend using a specialised tool like Scribbr’s free paraphrasing tool , which will provide a smoother user experience.

Yes, you use ChatGPT to help write your college essay by having it generate feedback on certain aspects of your work (consistency of tone, clarity of structure, etc.).

However, ChatGPT is not able to adequately judge qualities like vulnerability and authenticity. For this reason, it’s important to also ask for feedback from people who have experience with college essays and who know you well. Alternatively, you can get advice using Scribbr’s essay editing service .

No, having ChatGPT write your college essay can negatively impact your application in numerous ways. ChatGPT outputs are unoriginal and lack personal insight.

Furthermore, Passing off AI-generated text as your own work is considered academically dishonest . AI detectors may be used to detect this offense, and it’s highly unlikely that any university will accept you if you are caught submitting an AI-generated admission essay.

However, you can use ChatGPT to help write your college essay during the preparation and revision stages (e.g., for brainstorming ideas and generating feedback).

ChatGPT and other AI writing tools can have unethical uses. These include:

• Reproducing biases and false information
• Using ChatGPT to cheat in academic contexts
• Violating the privacy of others by inputting personal information

However, when used correctly, AI writing tools can be helpful resources for improving your academic writing and research skills. Some ways to use ChatGPT ethically include:

• Following your institution’s guidelines
• Critically evaluating outputs
• Being transparent about how you used the tool

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How to Write a Literature Review

• What is a literature review

How is a literature review different from a research paper?

• What should I do before starting my literature review?
• What type of literature review should I write and how should I organize it?
• What should I be aware of while writing the literature review?
• For more information on Literature Reviews
• More Research Help

The purpose of an academic research paper is to develop a new argument. The literature review is one part of a research paper. In a research paper, you use the literature review as a foundation and as support for the new insight that you contribute. The focus of a literature review, however, is to summarize and analyze the arguments and ideas of others without adding new contributions.

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Literature Searching

Literature Searching vs. Literature Review

You may hear about conducting a literature search and literature review inter-changeably. In general, a literature search is the process of seeking out and identifying the existing literature related to a topic or question of interest, while a literature review is the organized synthesis of the information found in the existing literature.

In research, a literature search is typically the first step of a literature review. The search identifies relevant existing studies and articles, and the review is the end result of analyzing, synthesizing, and organizing the information found in the search.

When writing a research paper, 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
• Show how your research addresses a knowledge gap or contributes to a debate
• Evaluate the current state of research and demonstrate your knowledge of the scholarly debates around your topic. 

References/Additional Resources

  Baker, J. D. (2016). T he Purpose, Process, and Methods of Writing a Literature Review . AORN Journal, 103(3), 265–269.

  Patrick, L. J., & Munro, S. (2004). The Literature Review: Demystifying the Literature Search. The Diabetes Educator, 30(1), 30–38. 

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Systematic, Scoping, and Other Literature Reviews: Overview

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What Is a Systematic Review?

Regular literature reviews are simply summaries of the literature on a particular topic. A systematic review, however, is a comprehensive literature review conducted to answer a specific research question. Authors of a systematic review aim to find, code, appraise, and synthesize all of the previous research on their question in an unbiased and well-documented manner. The Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) outline the minimum amount of information that needs to be reported at the conclusion of a systematic review project. 

Other types of what are known as "evidence syntheses," such as scoping, rapid, and integrative reviews, have varying methodologies. While systematic reviews originated with and continue to be a popular publication type in medicine and other health sciences fields, more and more researchers in other disciplines are choosing to conduct evidence syntheses. 

This guide will walk you through the major steps of a systematic review and point you to key resources including Covidence, a systematic review project management tool. For help with systematic reviews and other major literature review projects, please send us an email at  [email protected] .

Getting Help with Reviews

Organization such as the Institute of Medicine recommend that you consult a librarian when conducting a systematic review. Librarians at the University of Nevada, Reno can help you:

• Understand best practices for conducting systematic reviews and other evidence syntheses in your discipline
• Choose and formulate a research question
• Decide which review type (e.g., systematic, scoping, rapid, etc.) is the best fit for your project
• Determine what to include and where to register a systematic review protocol
• Select search terms and develop a search strategy
• Identify databases and platforms to search
• Find the full text of articles and other sources
• Become familiar with free citation management (e.g., EndNote, Zotero)
• Get access to you and help using Covidence, a systematic review project management tool

Doing a Systematic Review

• Plan - This is the project planning stage. You and your team will need to develop a good research question, determine the type of review you will conduct (systematic, scoping, rapid, etc.), and establish the inclusion and exclusion criteria (e.g., you're only going to look at studies that use a certain methodology). All of this information needs to be included in your protocol. You'll also need to ensure that the project is viable - has someone already done a systematic review on this topic? Do some searches and check the various protocol registries to find out. 
• Identify - Next, a comprehensive search of the literature is undertaken to ensure all studies that meet the predetermined criteria are identified. Each research question is different, so the number and types of databases you'll search - as well as other online publication venues - will vary. Some standards and guidelines specify that certain databases (e.g., MEDLINE, EMBASE) should be searched regardless. Your subject librarian can help you select appropriate databases to search and develop search strings for each of those databases.  
• Evaluate - In this step, retrieved articles are screened and sorted using the predetermined inclusion and exclusion criteria. The risk of bias for each included study is also assessed around this time. It's best if you import search results into a citation management tool (see below) to clean up the citations and remove any duplicates. You can then use a tool like Rayyan (see below) to screen the results. You should begin by screening titles and abstracts only, and then you'll examine the full text of any remaining articles. Each study should be reviewed by a minimum of two people on the project team. 
• Collect - Each included study is coded and the quantitative or qualitative data contained in these studies is then synthesized. You'll have to either find or develop a coding strategy or form that meets your needs. 
• Explain - The synthesized results are articulated and contextualized. What do the results mean? How have they answered your research question?
• Summarize - The final report provides a complete description of the methods and results in a clear, transparent fashion. 

Adapted from

Types of reviews, systematic review.

These types of studies employ a systematic method to analyze and synthesize the results of numerous studies. "Systematic" in this case means following a strict set of steps - as outlined by entities like PRISMA and the Institute of Medicine - so as to make the review more reproducible and less biased. Consistent, thorough documentation is also key. Reviews of this type are not meant to be conducted by an individual but rather a (small) team of researchers. Systematic reviews are widely used in the health sciences, often to find a generalized conclusion from multiple evidence-based studies. 

Meta-Analysis

A systematic method that uses statistics to analyze the data from numerous studies. The researchers combine the data from studies with similar data types and analyze them as a single, expanded dataset. Meta-analyses are a type of systematic review.

Scoping Review

A scoping review employs the systematic review methodology to explore a broader topic or question rather than a specific and answerable one, as is generally the case with a systematic review. Authors of these types of reviews seek to collect and categorize the existing literature so as to identify any gaps.

Rapid Review

Rapid reviews are systematic reviews conducted under a time constraint. Researchers make use of workarounds to complete the review quickly (e.g., only looking at English-language publications), which can lead to a less thorough and more biased review. 

Narrative Review

A traditional literature review that summarizes and synthesizes the findings of numerous original research articles. The purpose and scope of narrative literature reviews vary widely and do not follow a set protocol. Most literature reviews are narrative reviews. 

Umbrella Review

Umbrella reviews are, essentially, systematic reviews of systematic reviews. These compile evidence from multiple review studies into one usable document. 

Grant, Maria J., and Andrew Booth. “A Typology of Reviews: An Analysis of 14 Review Types and Associated Methodologies.” Health Information & Libraries Journal , vol. 26, no. 2, 2009, pp. 91-108. doi: 10.1111/j.1471-1842.2009.00848.x .

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How Do I Write an Introduction and Literature Review?

Introductions and Literature Reviews

• First Online: 19 October 2023

Cite this chapter

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• Bartek Buczkowski   ORCID: orcid.org/0000-0002-4146-3664 4  

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A well-crafted Introduction chapter can do a lot of the heavy lifting in a dissertation. This chapter is usually relatively short and snappy and starts with the broadest issue relevant to the study and ends with the research question and the aim. The Literature Review contains a structured, critical review of current information relevant to your research topic. This chapter will help you present the theoretical background to your study and help you consider and then develop the Methods that will be used for your dissertation.

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Gall MD, Borg WR, Gall JP (1996) Educational research: an introduction, 6th edn. Longman Publishers USA, White Plains, N.Y. https://archive.org/details/educationalresea0000gall/page/n9/mode/2up . Accessed 04 Oct 2022

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Cottrell S (2011) Critical thinking skills: developing effective analysis and argument, 2nd edn. Palgrave Macmillan (Palgrave study skills), Basingstoke, Hampshire

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Literature Reviews, Theoretical Frameworks, and Conceptual Frameworks: An Introduction for New Biology Education Researchers

Julie a. luft.

† Department of Mathematics, Social Studies, and Science Education, Mary Frances Early College of Education, University of Georgia, Athens, GA 30602-7124

Sophia Jeong

‡ Department of Teaching & Learning, College of Education & Human Ecology, Ohio State University, Columbus, OH 43210

Robert Idsardi

§ Department of Biology, Eastern Washington University, Cheney, WA 99004

Grant Gardner

∥ Department of Biology, Middle Tennessee State University, Murfreesboro, TN 37132

Associated Data

To frame their work, biology education researchers need to consider the role of literature reviews, theoretical frameworks, and conceptual frameworks as critical elements of the research and writing process. However, these elements can be confusing for scholars new to education research. This Research Methods article is designed to provide an overview of each of these elements and delineate the purpose of each in the educational research process. We describe what biology education researchers should consider as they conduct literature reviews, identify theoretical frameworks, and construct conceptual frameworks. Clarifying these different components of educational research studies can be helpful to new biology education researchers and the biology education research community at large in situating their work in the broader scholarly literature.

INTRODUCTION

Discipline-based education research (DBER) involves the purposeful and situated study of teaching and learning in specific disciplinary areas ( Singer et al. , 2012 ). Studies in DBER are guided by research questions that reflect disciplines’ priorities and worldviews. Researchers can use quantitative data, qualitative data, or both to answer these research questions through a variety of methodological traditions. Across all methodologies, there are different methods associated with planning and conducting educational research studies that include the use of surveys, interviews, observations, artifacts, or instruments. Ensuring the coherence of these elements to the discipline’s perspective also involves situating the work in the broader scholarly literature. The tools for doing this include literature reviews, theoretical frameworks, and conceptual frameworks. However, the purpose and function of each of these elements is often confusing to new education researchers. The goal of this article is to introduce new biology education researchers to these three important elements important in DBER scholarship and the broader educational literature.

The first element we discuss is a review of research (literature reviews), which highlights the need for a specific research question, study problem, or topic of investigation. Literature reviews situate the relevance of the study within a topic and a field. The process may seem familiar to science researchers entering DBER fields, but new researchers may still struggle in conducting the review. Booth et al. (2016b) highlight some of the challenges novice education researchers face when conducting a review of literature. They point out that novice researchers struggle in deciding how to focus the review, determining the scope of articles needed in the review, and knowing how to be critical of the articles in the review. Overcoming these challenges (and others) can help novice researchers construct a sound literature review that can inform the design of the study and help ensure the work makes a contribution to the field.

The second and third highlighted elements are theoretical and conceptual frameworks. These guide biology education research (BER) studies, and may be less familiar to science researchers. These elements are important in shaping the construction of new knowledge. Theoretical frameworks offer a way to explain and interpret the studied phenomenon, while conceptual frameworks clarify assumptions about the studied phenomenon. Despite the importance of these constructs in educational research, biology educational researchers have noted the limited use of theoretical or conceptual frameworks in published work ( DeHaan, 2011 ; Dirks, 2011 ; Lo et al. , 2019 ). In reviewing articles published in CBE—Life Sciences Education ( LSE ) between 2015 and 2019, we found that fewer than 25% of the research articles had a theoretical or conceptual framework (see the Supplemental Information), and at times there was an inconsistent use of theoretical and conceptual frameworks. Clearly, these frameworks are challenging for published biology education researchers, which suggests the importance of providing some initial guidance to new biology education researchers.

Fortunately, educational researchers have increased their explicit use of these frameworks over time, and this is influencing educational research in science, technology, engineering, and mathematics (STEM) fields. For instance, a quick search for theoretical or conceptual frameworks in the abstracts of articles in Educational Research Complete (a common database for educational research) in STEM fields demonstrates a dramatic change over the last 20 years: from only 778 articles published between 2000 and 2010 to 5703 articles published between 2010 and 2020, a more than sevenfold increase. Greater recognition of the importance of these frameworks is contributing to DBER authors being more explicit about such frameworks in their studies.

Collectively, literature reviews, theoretical frameworks, and conceptual frameworks work to guide methodological decisions and the elucidation of important findings. Each offers a different perspective on the problem of study and is an essential element in all forms of educational research. As new researchers seek to learn about these elements, they will find different resources, a variety of perspectives, and many suggestions about the construction and use of these elements. The wide range of available information can overwhelm the new researcher who just wants to learn the distinction between these elements or how to craft them adequately.

Our goal in writing this paper is not to offer specific advice about how to write these sections in scholarly work. Instead, we wanted to introduce these elements to those who are new to BER and who are interested in better distinguishing one from the other. In this paper, we share the purpose of each element in BER scholarship, along with important points on its construction. We also provide references for additional resources that may be beneficial to better understanding each element. Table 1 summarizes the key distinctions among these elements.

Comparison of literature reviews, theoretical frameworks, and conceptual reviews

This article is written for the new biology education researcher who is just learning about these different elements or for scientists looking to become more involved in BER. It is a result of our own work as science education and biology education researchers, whether as graduate students and postdoctoral scholars or newly hired and established faculty members. This is the article we wish had been available as we started to learn about these elements or discussed them with new educational researchers in biology.

LITERATURE REVIEWS

Purpose of a literature review.

A literature review is foundational to any research study in education or science. In education, a well-conceptualized and well-executed review provides a summary of the research that has already been done on a specific topic and identifies questions that remain to be answered, thus illustrating the current research project’s potential contribution to the field and the reasoning behind the methodological approach selected for the study ( Maxwell, 2012 ). BER is an evolving disciplinary area that is redefining areas of conceptual emphasis as well as orientations toward teaching and learning (e.g., Labov et al. , 2010 ; American Association for the Advancement of Science, 2011 ; Nehm, 2019 ). As a result, building comprehensive, critical, purposeful, and concise literature reviews can be a challenge for new biology education researchers.

Building Literature Reviews

There are different ways to approach and construct a literature review. Booth et al. (2016a) provide an overview that includes, for example, scoping reviews, which are focused only on notable studies and use a basic method of analysis, and integrative reviews, which are the result of exhaustive literature searches across different genres. Underlying each of these different review processes are attention to the s earch process, a ppraisa l of articles, s ynthesis of the literature, and a nalysis: SALSA ( Booth et al. , 2016a ). This useful acronym can help the researcher focus on the process while building a specific type of review.

However, new educational researchers often have questions about literature reviews that are foundational to SALSA or other approaches. Common questions concern determining which literature pertains to the topic of study or the role of the literature review in the design of the study. This section addresses such questions broadly while providing general guidance for writing a narrative literature review that evaluates the most pertinent studies.

The literature review process should begin before the research is conducted. As Boote and Beile (2005 , p. 3) suggested, researchers should be “scholars before researchers.” They point out that having a good working knowledge of the proposed topic helps illuminate avenues of study. Some subject areas have a deep body of work to read and reflect upon, providing a strong foundation for developing the research question(s). For instance, the teaching and learning of evolution is an area of long-standing interest in the BER community, generating many studies (e.g., Perry et al. , 2008 ; Barnes and Brownell, 2016 ) and reviews of research (e.g., Sickel and Friedrichsen, 2013 ; Ziadie and Andrews, 2018 ). Emerging areas of BER include the affective domain, issues of transfer, and metacognition ( Singer et al. , 2012 ). Many studies in these areas are transdisciplinary and not always specific to biology education (e.g., Rodrigo-Peiris et al. , 2018 ; Kolpikova et al. , 2019 ). These newer areas may require reading outside BER; fortunately, summaries of some of these topics can be found in the Current Insights section of the LSE website.

In focusing on a specific problem within a broader research strand, a new researcher will likely need to examine research outside BER. Depending upon the area of study, the expanded reading list might involve a mix of BER, DBER, and educational research studies. Determining the scope of the reading is not always straightforward. A simple way to focus one’s reading is to create a “summary phrase” or “research nugget,” which is a very brief descriptive statement about the study. It should focus on the essence of the study, for example, “first-year nonmajor students’ understanding of evolution,” “metacognitive prompts to enhance learning during biochemistry,” or “instructors’ inquiry-based instructional practices after professional development programming.” This type of phrase should help a new researcher identify two or more areas to review that pertain to the study. Focusing on recent research in the last 5 years is a good first step. Additional studies can be identified by reading relevant works referenced in those articles. It is also important to read seminal studies that are more than 5 years old. Reading a range of studies should give the researcher the necessary command of the subject in order to suggest a research question.

Given that the research question(s) arise from the literature review, the review should also substantiate the selected methodological approach. The review and research question(s) guide the researcher in determining how to collect and analyze data. Often the methodological approach used in a study is selected to contribute knowledge that expands upon what has been published previously about the topic (see Institute of Education Sciences and National Science Foundation, 2013 ). An emerging topic of study may need an exploratory approach that allows for a description of the phenomenon and development of a potential theory. This could, but not necessarily, require a methodological approach that uses interviews, observations, surveys, or other instruments. An extensively studied topic may call for the additional understanding of specific factors or variables; this type of study would be well suited to a verification or a causal research design. These could entail a methodological approach that uses valid and reliable instruments, observations, or interviews to determine an effect in the studied event. In either of these examples, the researcher(s) may use a qualitative, quantitative, or mixed methods methodological approach.

Even with a good research question, there is still more reading to be done. The complexity and focus of the research question dictates the depth and breadth of the literature to be examined. Questions that connect multiple topics can require broad literature reviews. For instance, a study that explores the impact of a biology faculty learning community on the inquiry instruction of faculty could have the following review areas: learning communities among biology faculty, inquiry instruction among biology faculty, and inquiry instruction among biology faculty as a result of professional learning. Biology education researchers need to consider whether their literature review requires studies from different disciplines within or outside DBER. For the example given, it would be fruitful to look at research focused on learning communities with faculty in STEM fields or in general education fields that result in instructional change. It is important not to be too narrow or too broad when reading. When the conclusions of articles start to sound similar or no new insights are gained, the researcher likely has a good foundation for a literature review. This level of reading should allow the researcher to demonstrate a mastery in understanding the researched topic, explain the suitability of the proposed research approach, and point to the need for the refined research question(s).

The literature review should include the researcher’s evaluation and critique of the selected studies. A researcher may have a large collection of studies, but not all of the studies will follow standards important in the reporting of empirical work in the social sciences. The American Educational Research Association ( Duran et al. , 2006 ), for example, offers a general discussion about standards for such work: an adequate review of research informing the study, the existence of sound and appropriate data collection and analysis methods, and appropriate conclusions that do not overstep or underexplore the analyzed data. The Institute of Education Sciences and National Science Foundation (2013) also offer Common Guidelines for Education Research and Development that can be used to evaluate collected studies.

Because not all journals adhere to such standards, it is important that a researcher review each study to determine the quality of published research, per the guidelines suggested earlier. In some instances, the research may be fatally flawed. Examples of such flaws include data that do not pertain to the question, a lack of discussion about the data collection, poorly constructed instruments, or an inadequate analysis. These types of errors result in studies that are incomplete, error-laden, or inaccurate and should be excluded from the review. Most studies have limitations, and the author(s) often make them explicit. For instance, there may be an instructor effect, recognized bias in the analysis, or issues with the sample population. Limitations are usually addressed by the research team in some way to ensure a sound and acceptable research process. Occasionally, the limitations associated with the study can be significant and not addressed adequately, which leaves a consequential decision in the hands of the researcher. Providing critiques of studies in the literature review process gives the reader confidence that the researcher has carefully examined relevant work in preparation for the study and, ultimately, the manuscript.

A solid literature review clearly anchors the proposed study in the field and connects the research question(s), the methodological approach, and the discussion. Reviewing extant research leads to research questions that will contribute to what is known in the field. By summarizing what is known, the literature review points to what needs to be known, which in turn guides decisions about methodology. Finally, notable findings of the new study are discussed in reference to those described in the literature review.

Within published BER studies, literature reviews can be placed in different locations in an article. When included in the introductory section of the study, the first few paragraphs of the manuscript set the stage, with the literature review following the opening paragraphs. Cooper et al. (2019) illustrate this approach in their study of course-based undergraduate research experiences (CUREs). An introduction discussing the potential of CURES is followed by an analysis of the existing literature relevant to the design of CUREs that allows for novel student discoveries. Within this review, the authors point out contradictory findings among research on novel student discoveries. This clarifies the need for their study, which is described and highlighted through specific research aims.

A literature reviews can also make up a separate section in a paper. For example, the introduction to Todd et al. (2019) illustrates the need for their research topic by highlighting the potential of learning progressions (LPs) and suggesting that LPs may help mitigate learning loss in genetics. At the end of the introduction, the authors state their specific research questions. The review of literature following this opening section comprises two subsections. One focuses on learning loss in general and examines a variety of studies and meta-analyses from the disciplines of medical education, mathematics, and reading. The second section focuses specifically on LPs in genetics and highlights student learning in the midst of LPs. These separate reviews provide insights into the stated research question.

Suggestions and Advice

A well-conceptualized, comprehensive, and critical literature review reveals the understanding of the topic that the researcher brings to the study. Literature reviews should not be so big that there is no clear area of focus; nor should they be so narrow that no real research question arises. The task for a researcher is to craft an efficient literature review that offers a critical analysis of published work, articulates the need for the study, guides the methodological approach to the topic of study, and provides an adequate foundation for the discussion of the findings.

In our own writing of literature reviews, there are often many drafts. An early draft may seem well suited to the study because the need for and approach to the study are well described. However, as the results of the study are analyzed and findings begin to emerge, the existing literature review may be inadequate and need revision. The need for an expanded discussion about the research area can result in the inclusion of new studies that support the explanation of a potential finding. The literature review may also prove to be too broad. Refocusing on a specific area allows for more contemplation of a finding.

It should be noted that there are different types of literature reviews, and many books and articles have been written about the different ways to embark on these types of reviews. Among these different resources, the following may be helpful in considering how to refine the review process for scholarly journals:

• Booth, A., Sutton, A., & Papaioannou, D. (2016a). Systemic approaches to a successful literature review (2nd ed.). Los Angeles, CA: Sage. This book addresses different types of literature reviews and offers important suggestions pertaining to defining the scope of the literature review and assessing extant studies.
• Booth, W. C., Colomb, G. G., Williams, J. M., Bizup, J., & Fitzgerald, W. T. (2016b). The craft of research (4th ed.). Chicago: University of Chicago Press. This book can help the novice consider how to make the case for an area of study. While this book is not specifically about literature reviews, it offers suggestions about making the case for your study.
• Galvan, J. L., & Galvan, M. C. (2017). Writing literature reviews: A guide for students of the social and behavioral sciences (7th ed.). Routledge. This book offers guidance on writing different types of literature reviews. For the novice researcher, there are useful suggestions for creating coherent literature reviews.

THEORETICAL FRAMEWORKS

Purpose of theoretical frameworks.

As new education researchers may be less familiar with theoretical frameworks than with literature reviews, this discussion begins with an analogy. Envision a biologist, chemist, and physicist examining together the dramatic effect of a fog tsunami over the ocean. A biologist gazing at this phenomenon may be concerned with the effect of fog on various species. A chemist may be interested in the chemical composition of the fog as water vapor condenses around bits of salt. A physicist may be focused on the refraction of light to make fog appear to be “sitting” above the ocean. While observing the same “objective event,” the scientists are operating under different theoretical frameworks that provide a particular perspective or “lens” for the interpretation of the phenomenon. Each of these scientists brings specialized knowledge, experiences, and values to this phenomenon, and these influence the interpretation of the phenomenon. The scientists’ theoretical frameworks influence how they design and carry out their studies and interpret their data.

Within an educational study, a theoretical framework helps to explain a phenomenon through a particular lens and challenges and extends existing knowledge within the limitations of that lens. Theoretical frameworks are explicitly stated by an educational researcher in the paper’s framework, theory, or relevant literature section. The framework shapes the types of questions asked, guides the method by which data are collected and analyzed, and informs the discussion of the results of the study. It also reveals the researcher’s subjectivities, for example, values, social experience, and viewpoint ( Allen, 2017 ). It is essential that a novice researcher learn to explicitly state a theoretical framework, because all research questions are being asked from the researcher’s implicit or explicit assumptions of a phenomenon of interest ( Schwandt, 2000 ).

Selecting Theoretical Frameworks

Theoretical frameworks are one of the most contemplated elements in our work in educational research. In this section, we share three important considerations for new scholars selecting a theoretical framework.

The first step in identifying a theoretical framework involves reflecting on the phenomenon within the study and the assumptions aligned with the phenomenon. The phenomenon involves the studied event. There are many possibilities, for example, student learning, instructional approach, or group organization. A researcher holds assumptions about how the phenomenon will be effected, influenced, changed, or portrayed. It is ultimately the researcher’s assumption(s) about the phenomenon that aligns with a theoretical framework. An example can help illustrate how a researcher’s reflection on the phenomenon and acknowledgment of assumptions can result in the identification of a theoretical framework.

In our example, a biology education researcher may be interested in exploring how students’ learning of difficult biological concepts can be supported by the interactions of group members. The phenomenon of interest is the interactions among the peers, and the researcher assumes that more knowledgeable students are important in supporting the learning of the group. As a result, the researcher may draw on Vygotsky’s (1978) sociocultural theory of learning and development that is focused on the phenomenon of student learning in a social setting. This theory posits the critical nature of interactions among students and between students and teachers in the process of building knowledge. A researcher drawing upon this framework holds the assumption that learning is a dynamic social process involving questions and explanations among students in the classroom and that more knowledgeable peers play an important part in the process of building conceptual knowledge.

It is important to state at this point that there are many different theoretical frameworks. Some frameworks focus on learning and knowing, while other theoretical frameworks focus on equity, empowerment, or discourse. Some frameworks are well articulated, and others are still being refined. For a new researcher, it can be challenging to find a theoretical framework. Two of the best ways to look for theoretical frameworks is through published works that highlight different frameworks.

When a theoretical framework is selected, it should clearly connect to all parts of the study. The framework should augment the study by adding a perspective that provides greater insights into the phenomenon. It should clearly align with the studies described in the literature review. For instance, a framework focused on learning would correspond to research that reported different learning outcomes for similar studies. The methods for data collection and analysis should also correspond to the framework. For instance, a study about instructional interventions could use a theoretical framework concerned with learning and could collect data about the effect of the intervention on what is learned. When the data are analyzed, the theoretical framework should provide added meaning to the findings, and the findings should align with the theoretical framework.

A study by Jensen and Lawson (2011) provides an example of how a theoretical framework connects different parts of the study. They compared undergraduate biology students in heterogeneous and homogeneous groups over the course of a semester. Jensen and Lawson (2011) assumed that learning involved collaboration and more knowledgeable peers, which made Vygotsky’s (1978) theory a good fit for their study. They predicted that students in heterogeneous groups would experience greater improvement in their reasoning abilities and science achievements with much of the learning guided by the more knowledgeable peers.

In the enactment of the study, they collected data about the instruction in traditional and inquiry-oriented classes, while the students worked in homogeneous or heterogeneous groups. To determine the effect of working in groups, the authors also measured students’ reasoning abilities and achievement. Each data-collection and analysis decision connected to understanding the influence of collaborative work.

Their findings highlighted aspects of Vygotsky’s (1978) theory of learning. One finding, for instance, posited that inquiry instruction, as a whole, resulted in reasoning and achievement gains. This links to Vygotsky (1978) , because inquiry instruction involves interactions among group members. A more nuanced finding was that group composition had a conditional effect. Heterogeneous groups performed better with more traditional and didactic instruction, regardless of the reasoning ability of the group members. Homogeneous groups worked better during interaction-rich activities for students with low reasoning ability. The authors attributed the variation to the different types of helping behaviors of students. High-performing students provided the answers, while students with low reasoning ability had to work collectively through the material. In terms of Vygotsky (1978) , this finding provided new insights into the learning context in which productive interactions can occur for students.

Another consideration in the selection and use of a theoretical framework pertains to its orientation to the study. This can result in the theoretical framework prioritizing individuals, institutions, and/or policies ( Anfara and Mertz, 2014 ). Frameworks that connect to individuals, for instance, could contribute to understanding their actions, learning, or knowledge. Institutional frameworks, on the other hand, offer insights into how institutions, organizations, or groups can influence individuals or materials. Policy theories provide ways to understand how national or local policies can dictate an emphasis on outcomes or instructional design. These different types of frameworks highlight different aspects in an educational setting, which influences the design of the study and the collection of data. In addition, these different frameworks offer a way to make sense of the data. Aligning the data collection and analysis with the framework ensures that a study is coherent and can contribute to the field.

New understandings emerge when different theoretical frameworks are used. For instance, Ebert-May et al. (2015) prioritized the individual level within conceptual change theory (see Posner et al. , 1982 ). In this theory, an individual’s knowledge changes when it no longer fits the phenomenon. Ebert-May et al. (2015) designed a professional development program challenging biology postdoctoral scholars’ existing conceptions of teaching. The authors reported that the biology postdoctoral scholars’ teaching practices became more student-centered as they were challenged to explain their instructional decision making. According to the theory, the biology postdoctoral scholars’ dissatisfaction in their descriptions of teaching and learning initiated change in their knowledge and instruction. These results reveal how conceptual change theory can explain the learning of participants and guide the design of professional development programming.

The communities of practice (CoP) theoretical framework ( Lave, 1988 ; Wenger, 1998 ) prioritizes the institutional level , suggesting that learning occurs when individuals learn from and contribute to the communities in which they reside. Grounded in the assumption of community learning, the literature on CoP suggests that, as individuals interact regularly with the other members of their group, they learn about the rules, roles, and goals of the community ( Allee, 2000 ). A study conducted by Gehrke and Kezar (2017) used the CoP framework to understand organizational change by examining the involvement of individual faculty engaged in a cross-institutional CoP focused on changing the instructional practice of faculty at each institution. In the CoP, faculty members were involved in enhancing instructional materials within their department, which aligned with an overarching goal of instituting instruction that embraced active learning. Not surprisingly, Gehrke and Kezar (2017) revealed that faculty who perceived the community culture as important in their work cultivated institutional change. Furthermore, they found that institutional change was sustained when key leaders served as mentors and provided support for faculty, and as faculty themselves developed into leaders. This study reveals the complexity of individual roles in a COP in order to support institutional instructional change.

It is important to explicitly state the theoretical framework used in a study, but elucidating a theoretical framework can be challenging for a new educational researcher. The literature review can help to identify an applicable theoretical framework. Focal areas of the review or central terms often connect to assumptions and assertions associated with the framework that pertain to the phenomenon of interest. Another way to identify a theoretical framework is self-reflection by the researcher on personal beliefs and understandings about the nature of knowledge the researcher brings to the study ( Lysaght, 2011 ). In stating one’s beliefs and understandings related to the study (e.g., students construct their knowledge, instructional materials support learning), an orientation becomes evident that will suggest a particular theoretical framework. Theoretical frameworks are not arbitrary , but purposefully selected.

With experience, a researcher may find expanded roles for theoretical frameworks. Researchers may revise an existing framework that has limited explanatory power, or they may decide there is a need to develop a new theoretical framework. These frameworks can emerge from a current study or the need to explain a phenomenon in a new way. Researchers may also find that multiple theoretical frameworks are necessary to frame and explore a problem, as different frameworks can provide different insights into a problem.

Finally, it is important to recognize that choosing “x” theoretical framework does not necessarily mean a researcher chooses “y” methodology and so on, nor is there a clear-cut, linear process in selecting a theoretical framework for one’s study. In part, the nonlinear process of identifying a theoretical framework is what makes understanding and using theoretical frameworks challenging. For the novice scholar, contemplating and understanding theoretical frameworks is essential. Fortunately, there are articles and books that can help:

• Creswell, J. W. (2018). Research design: Qualitative, quantitative, and mixed methods approaches (5th ed.). Los Angeles, CA: Sage. This book provides an overview of theoretical frameworks in general educational research.
• Ding, L. (2019). Theoretical perspectives of quantitative physics education research. Physical Review Physics Education Research , 15 (2), 020101-1–020101-13. This paper illustrates how a DBER field can use theoretical frameworks.
• Nehm, R. (2019). Biology education research: Building integrative frameworks for teaching and learning about living systems. Disciplinary and Interdisciplinary Science Education Research , 1 , ar15. https://doi.org/10.1186/s43031-019-0017-6 . This paper articulates the need for studies in BER to explicitly state theoretical frameworks and provides examples of potential studies.
• Patton, M. Q. (2015). Qualitative research & evaluation methods: Integrating theory and practice . Sage. This book also provides an overview of theoretical frameworks, but for both research and evaluation.

CONCEPTUAL FRAMEWORKS

Purpose of a conceptual framework.

A conceptual framework is a description of the way a researcher understands the factors and/or variables that are involved in the study and their relationships to one another. The purpose of a conceptual framework is to articulate the concepts under study using relevant literature ( Rocco and Plakhotnik, 2009 ) and to clarify the presumed relationships among those concepts ( Rocco and Plakhotnik, 2009 ; Anfara and Mertz, 2014 ). Conceptual frameworks are different from theoretical frameworks in both their breadth and grounding in established findings. Whereas a theoretical framework articulates the lens through which a researcher views the work, the conceptual framework is often more mechanistic and malleable.

Conceptual frameworks are broader, encompassing both established theories (i.e., theoretical frameworks) and the researchers’ own emergent ideas. Emergent ideas, for example, may be rooted in informal and/or unpublished observations from experience. These emergent ideas would not be considered a “theory” if they are not yet tested, supported by systematically collected evidence, and peer reviewed. However, they do still play an important role in the way researchers approach their studies. The conceptual framework allows authors to clearly describe their emergent ideas so that connections among ideas in the study and the significance of the study are apparent to readers.

Constructing Conceptual Frameworks

Including a conceptual framework in a research study is important, but researchers often opt to include either a conceptual or a theoretical framework. Either may be adequate, but both provide greater insight into the research approach. For instance, a research team plans to test a novel component of an existing theory. In their study, they describe the existing theoretical framework that informs their work and then present their own conceptual framework. Within this conceptual framework, specific topics portray emergent ideas that are related to the theory. Describing both frameworks allows readers to better understand the researchers’ assumptions, orientations, and understanding of concepts being investigated. For example, Connolly et al. (2018) included a conceptual framework that described how they applied a theoretical framework of social cognitive career theory (SCCT) to their study on teaching programs for doctoral students. In their conceptual framework, the authors described SCCT, explained how it applied to the investigation, and drew upon results from previous studies to justify the proposed connections between the theory and their emergent ideas.

In some cases, authors may be able to sufficiently describe their conceptualization of the phenomenon under study in an introduction alone, without a separate conceptual framework section. However, incomplete descriptions of how the researchers conceptualize the components of the study may limit the significance of the study by making the research less intelligible to readers. This is especially problematic when studying topics in which researchers use the same terms for different constructs or different terms for similar and overlapping constructs (e.g., inquiry, teacher beliefs, pedagogical content knowledge, or active learning). Authors must describe their conceptualization of a construct if the research is to be understandable and useful.

There are some key areas to consider regarding the inclusion of a conceptual framework in a study. To begin with, it is important to recognize that conceptual frameworks are constructed by the researchers conducting the study ( Rocco and Plakhotnik, 2009 ; Maxwell, 2012 ). This is different from theoretical frameworks that are often taken from established literature. Researchers should bring together ideas from the literature, but they may be influenced by their own experiences as a student and/or instructor, the shared experiences of others, or thought experiments as they construct a description, model, or representation of their understanding of the phenomenon under study. This is an exercise in intellectual organization and clarity that often considers what is learned, known, and experienced. The conceptual framework makes these constructs explicitly visible to readers, who may have different understandings of the phenomenon based on their prior knowledge and experience. There is no single method to go about this intellectual work.

Reeves et al. (2016) is an example of an article that proposed a conceptual framework about graduate teaching assistant professional development evaluation and research. The authors used existing literature to create a novel framework that filled a gap in current research and practice related to the training of graduate teaching assistants. This conceptual framework can guide the systematic collection of data by other researchers because the framework describes the relationships among various factors that influence teaching and learning. The Reeves et al. (2016) conceptual framework may be modified as additional data are collected and analyzed by other researchers. This is not uncommon, as conceptual frameworks can serve as catalysts for concerted research efforts that systematically explore a phenomenon (e.g., Reynolds et al. , 2012 ; Brownell and Kloser, 2015 ).

Sabel et al. (2017) used a conceptual framework in their exploration of how scaffolds, an external factor, interact with internal factors to support student learning. Their conceptual framework integrated principles from two theoretical frameworks, self-regulated learning and metacognition, to illustrate how the research team conceptualized students’ use of scaffolds in their learning ( Figure 1 ). Sabel et al. (2017) created this model using their interpretations of these two frameworks in the context of their teaching.

Conceptual framework from Sabel et al. (2017) .

A conceptual framework should describe the relationship among components of the investigation ( Anfara and Mertz, 2014 ). These relationships should guide the researcher’s methods of approaching the study ( Miles et al. , 2014 ) and inform both the data to be collected and how those data should be analyzed. Explicitly describing the connections among the ideas allows the researcher to justify the importance of the study and the rigor of the research design. Just as importantly, these frameworks help readers understand why certain components of a system were not explored in the study. This is a challenge in education research, which is rooted in complex environments with many variables that are difficult to control.

For example, Sabel et al. (2017) stated: “Scaffolds, such as enhanced answer keys and reflection questions, can help students and instructors bridge the external and internal factors and support learning” (p. 3). They connected the scaffolds in the study to the three dimensions of metacognition and the eventual transformation of existing ideas into new or revised ideas. Their framework provides a rationale for focusing on how students use two different scaffolds, and not on other factors that may influence a student’s success (self-efficacy, use of active learning, exam format, etc.).

In constructing conceptual frameworks, researchers should address needed areas of study and/or contradictions discovered in literature reviews. By attending to these areas, researchers can strengthen their arguments for the importance of a study. For instance, conceptual frameworks can address how the current study will fill gaps in the research, resolve contradictions in existing literature, or suggest a new area of study. While a literature review describes what is known and not known about the phenomenon, the conceptual framework leverages these gaps in describing the current study ( Maxwell, 2012 ). In the example of Sabel et al. (2017) , the authors indicated there was a gap in the literature regarding how scaffolds engage students in metacognition to promote learning in large classes. Their study helps fill that gap by describing how scaffolds can support students in the three dimensions of metacognition: intelligibility, plausibility, and wide applicability. In another example, Lane (2016) integrated research from science identity, the ethic of care, the sense of belonging, and an expertise model of student success to form a conceptual framework that addressed the critiques of other frameworks. In a more recent example, Sbeglia et al. (2021) illustrated how a conceptual framework influences the methodological choices and inferences in studies by educational researchers.

Sometimes researchers draw upon the conceptual frameworks of other researchers. When a researcher’s conceptual framework closely aligns with an existing framework, the discussion may be brief. For example, Ghee et al. (2016) referred to portions of SCCT as their conceptual framework to explain the significance of their work on students’ self-efficacy and career interests. Because the authors’ conceptualization of this phenomenon aligned with a previously described framework, they briefly mentioned the conceptual framework and provided additional citations that provided more detail for the readers.

Within both the BER and the broader DBER communities, conceptual frameworks have been used to describe different constructs. For example, some researchers have used the term “conceptual framework” to describe students’ conceptual understandings of a biological phenomenon. This is distinct from a researcher’s conceptual framework of the educational phenomenon under investigation, which may also need to be explicitly described in the article. Other studies have presented a research logic model or flowchart of the research design as a conceptual framework. These constructions can be quite valuable in helping readers understand the data-collection and analysis process. However, a model depicting the study design does not serve the same role as a conceptual framework. Researchers need to avoid conflating these constructs by differentiating the researchers’ conceptual framework that guides the study from the research design, when applicable.

Explicitly describing conceptual frameworks is essential in depicting the focus of the study. We have found that being explicit in a conceptual framework means using accepted terminology, referencing prior work, and clearly noting connections between terms. This description can also highlight gaps in the literature or suggest potential contributions to the field of study. A well-elucidated conceptual framework can suggest additional studies that may be warranted. This can also spur other researchers to consider how they would approach the examination of a phenomenon and could result in a revised conceptual framework.

It can be challenging to create conceptual frameworks, but they are important. Below are two resources that could be helpful in constructing and presenting conceptual frameworks in educational research:

• Maxwell, J. A. (2012). Qualitative research design: An interactive approach (3rd ed.). Los Angeles, CA: Sage. Chapter 3 in this book describes how to construct conceptual frameworks.
• Ravitch, S. M., & Riggan, M. (2016). Reason & rigor: How conceptual frameworks guide research . Los Angeles, CA: Sage. This book explains how conceptual frameworks guide the research questions, data collection, data analyses, and interpretation of results.

CONCLUDING THOUGHTS

Literature reviews, theoretical frameworks, and conceptual frameworks are all important in DBER and BER. Robust literature reviews reinforce the importance of a study. Theoretical frameworks connect the study to the base of knowledge in educational theory and specify the researcher’s assumptions. Conceptual frameworks allow researchers to explicitly describe their conceptualization of the relationships among the components of the phenomenon under study. Table 1 provides a general overview of these components in order to assist biology education researchers in thinking about these elements.

It is important to emphasize that these different elements are intertwined. When these elements are aligned and complement one another, the study is coherent, and the study findings contribute to knowledge in the field. When literature reviews, theoretical frameworks, and conceptual frameworks are disconnected from one another, the study suffers. The point of the study is lost, suggested findings are unsupported, or important conclusions are invisible to the researcher. In addition, this misalignment may be costly in terms of time and money.

Conducting a literature review, selecting a theoretical framework, and building a conceptual framework are some of the most difficult elements of a research study. It takes time to understand the relevant research, identify a theoretical framework that provides important insights into the study, and formulate a conceptual framework that organizes the finding. In the research process, there is often a constant back and forth among these elements as the study evolves. With an ongoing refinement of the review of literature, clarification of the theoretical framework, and articulation of a conceptual framework, a sound study can emerge that makes a contribution to the field. This is the goal of BER and education research.

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Literature Review vs Systematic Review

• Literature Review vs. Systematic Review
• Primary vs. Secondary Sources
• Databases and Articles
• Specific Journal or Article

Subject Guide

Definitions

It’s common to confuse systematic and literature reviews because both are used to provide a summary of the existent literature or research on a specific topic. Regardless of this commonality, both types of review vary significantly. The following table provides a detailed explanation as well as the differences between systematic and literature reviews. 

Kysh, Lynn (2013): Difference between a systematic review and a literature review. [figshare]. Available at:  http://dx.doi.org/10.6084/m9.figshare.766364

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Reference Letter vs Recommendation Letter: What’s the Difference? [Examples]

3 key takeaways

• A letter of reference is typically used for applying to internships, scholarships, and entry-level positions at companies.
• A letter of recommendation is typically used to support your candidacy for a specific job or placement.
• While these letters are great at complementing your job application, Teal’s AI Resume Builder will help you elevate your resume for a comprehensive application. 

Whether you’re submitting your resume to a company you’d love to work for or you’re applying for admission into the academic program of your dreams, you may need to submit a letter that endorses the skills needed to get your foot in the door. 

Differentiating between the reference letter versus recommendation letter—and understanding which one you need at which moment—will help you get where you want to go on your journey. 

Struggling to land interviews with your resume? Get started with Teal’s AI Resume Builder for free.

Reference letter vs recommendation letter: what’s the difference?

Both reference letter and recommendation letter are written with the same goal: to bolster a candidate’s application. Both are written by someone you know who has the authority to speak on your behalf. 

So is a letter of reference the same as a letter of recommendation? Simply stated, no. Because they are similar, these two terms are often confused for one another but key differences set them apart.

What is a reference letter?

A reference letter is a general endorsement of a person’s abilities or work ethic. It is closely related to a character reference. Broad in scope, it can be used multiple times for various opportunities such as applying for scholarships, career recognitions, or job openings.

Submitting a reference letter, as opposed to adding references to your resume , is optimal in most cases.

Features of a reference letter

• Focuses on your qualities as a person, student, or employee
• Created for future or general use
• Can be used multiple times, for a variety of purposes
• Less formal than a recommendation letter
• Can help you get an interview

Reference letter example

A reference letter is broad in scope, so write what feels authentic to you. But if you need help with how to write a reference letter, refer to this example below for inspiration. 

Dear Hiring Manager, I am pleased to recommend Jessica Michaels for any real estate position at your agency. During her internship with us, she consistently demonstrated outstanding professionalism, dedication, and a deep understanding of the market. Michaels excels in client communication, negotiation, and problem-solving. Her ability to build strong relationships and face new challenges is a valuable asset to any team. Please feel free to contact me for further information. Best regards, Jack Smithson Real Estate Sales Manager Happy Home Real Estate

What is a recommendation letter?

A recommendation letter, also called a letter of recommendation, is a formal document written that discusses a person’s suitability for a role or details their abilities, attributes, work ethic, and specific achievements. Its purpose is to address specific skills as they relate to the position you’re applying for. 

Features of a recommendation letter

• Focuses on your skills, work experience, and work ethic
• Requested as part of the mandatory documents
• Created with a specific role in mind
• Can only be used for said role
• Can help you land the next step or the official role 

Recommendation letter example

Dear James, I am thrilled to recommend Sarah Miller for the sales leadership role at Apex Sales Agency. Having had the pleasure of working closely with Sarah for the past three years at SalesPro Solutions, I can attest to her exceptional leadership skills and dedication to driving results. Sarah joined our team as a sales associate and quickly distinguished herself as a natural leader and therefore was promoted to a sales supervisor within a year. One particular instance that stands out is when Sarah spearheaded a project to revamp our sales training program. Recognizing the need for a more comprehensive approach, Sarah led a team in developing interactive modules that enhanced the skills of our existing sales representatives.  What truly sets Sarah apart is her strategic mindset and ability to identify growth opportunities. Last year, she led a cross-functional initiative to penetrate a new market segment. Through meticulous market research and targeted outreach efforts, Sarah successfully secured several key accounts, resulting in a 27% increase in revenue within that sector.  In conclusion, Sarah Miller is a dynamic leader who possesses the vision, drive, and interpersonal skills needed to excel in the sales leadership role at Apex Sales Agency. I am confident she will make significant contributions to your team and help elevate your company to new heights. Sincerely, Kevin Williams Sales Manager SalesPro Solutions

Recommendation letter template

Need help understanding how to write a letter of recommendation ? Fill out this template below with specific examples.

Dear [Recipient's Name], I am writing to recommend [Candidate's Name] for the [name of role] position. As her former [Position Title] at [Company you both worked at], I had the great fortune of watching [him/her/them] demonstrate exceptional [professionalism/work ethic/dedication] and a deep understanding and knowledge of the [industry/field] during [former employee’s dates]. [First Name] excels in [relevant skill #1], [relevant skill #2], and [relevant skill #3]. [His/Her] ability to [specific strength #1] and [specific strength #2] makes [him/her/them] a valuable asset to any team. One of [Candidate's] greatest strengths is [mention a particular strength or attribute]. [He/She] consistently [mention a specific achievement or action] and [mention another specific achievement or action]. Moreover, [Candidate] exhibited exceptional [leadership/mentoring/communication] skills and a natural ability to work effectively with [his/her] colleagues. [He/She] played a pivotal role in [mention any specific leadership or mentoring roles] and [share an example or anecdote demonstrating leadership or mentorship]. In summary, I have no hesitation in recommending [Candidate's Name]. [He/She] is an exceptionally talented individual with a proven track record of success and a genuine passion for [the industry/field]. [His/Her] dedication, professionalism, and outstanding work ethic make [him/her] a valuable asset to any organization. Please feel free to contact me if you require any further information or clarification regarding [Candidate's Name] qualifications and experience. Sincerely, [Your Name] [Your Position] [Your Company/Organization]

You can see these two letters have their own specific purpose. A recommendation letter cannot replace a reference letter and vice versa. 

Need help writing the specific achievements for recommendation letters? Teal’s AI Resume Achievements feature can help you manage your wins. Use it to guide your letter writer on how to mention your professional achievements.

Should I use a letter of reference or recommendation letter?

Now that you know the key differences, how do you know when to use a reference letter over a recommendation letter? 

When to use a letter of reference

In a job setting, drumming up a few great letters that assess your skills or abilities could influence if the hiring manager or recruiter will invite you to an interview. 

In an academic application setting, these can influence whether you’re considered for an open-ended opportunity such as a scholarship or award.

A letter of reference is best if you are:

• Looking for an informational or first-round interview
• Planning to enter the job market, but don’t have a specific position in mind
• Applying to many awards or fellowships with different requirements

When to use a letter of recommendation

In both a job and academic setting, a recommendation letter supports your candidacy for an opportunity at hand. If you already have experience in your field and you’re applying to a specific position, this is typically the right fit. 

A letter of recommendation is best if you are:

• Creating the letter of recommendation at the organization's request
• Putting together an application package for an academic opportunity, such as grad school 

How to ask for reference and recommendation letters

Both letter types should be written by someone who can attest to a person’s character traits, such as a former employer, mentor, or teacher. Unlike a recommendation letter, a reference letter can also be written by a coworker, colleague, or long-time friend, since it focuses more on a character reference rather than specific skills and work ethic. 

How to ask for a reference letter 

• Ask coworkers or superiors soon after leaving the workplace.
• Ask instructors or mentors soon after the semester or school year is over.
• Send a request to whomever can provide a positive review.

If you don’t have the right person’s email address or feel their schedule is too busy, consider requesting a LinkedIn recommendation .

How to ask for a recommendation letter

• Choose someone with a job title relevant to the opportunity, who’s able to speak to your qualifications.
• Give context on the specific opportunity and how it relates to your past work.
• Provide suggestions to the letter writer or consider writing sample achievement bullet points for them.

Always thank the person writing the letter for their time. 

How to use letters to complement your resume

Along your journey, there will be a slew of letters that have pertinent information you may need—from recommendation and reference letters to two weeks' notice and cover letters.

But there is one constant: Your resume. Letters are intended to complement your resume as part of a job application package. They should never replace your resume. 

To send them correctly, follow the application instructions. These will outline the company’s preferences.

To understand when to list references on your resume, read this post: Should you list references on your resume?

Tips for submitting reference and recommendation letters

• Send your resume, cover letter, and reference or recommendation letter as separate attachments. 
• Label each attachment clearly, e.g., "John_Doe_Resume.pdf," "John_Doe_Cover_Letter.pdf," "John_Doe_Reference_Letter.pdf."
• If sending an email, mention that you have attached your resume, cover letter, and reference letter(s) for their review.
• Avoid sending documents in a zip file unless explicitly requested.

 Now that you know the dos and don'ts of including these letters with your resume, you should implement resume best practices to ensure your resume stands out. Elevate your entire application—not just your job letters—with Teal’s AI Resume Builder.  Sign up for Teal for free.

Frequently Asked Questions

Does a letter of recommendation replace a reference.

A letter of recommendation cannot replace a reference and vice versa. Each letter has its own specific purpose and use case.

What is the difference between a letter of recommendation and a personal reference?

A personal reference is broad in scope. It can be used multiple times for various opportunities such as applying for scholarships, career recognitions, or job openings at companies.

What is an example of a reference letter?

A reference letter should follow the standard business letter format. It speaks directly to your skills and characteristics and may state something along the lines of “For these reasons, I believe [your name] would make an excellent [general position you seek].” 

What is the purpose of a reference letter?

A reference letter is created to bolster your application by explaining the great qualities you have. This helps the application reviewers understand who you are and see how you could fit in the role.

Are reference letters still relevant?

Yes, a reference letter is still a valuable part of the application process. If you get a glowing review from a respectable professional contact, it can help influence the decision making process.  

Kaleena Stroud

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