Introduction
You should find the information and planning sheets given in this section extremely
helpful in the process of organising your ideas for your review of literature. Think of
your approach as a series of stages in the preparation of your review.
You will have a lot of information from many sources to deal with in constructing your
review of literature, and so you will benefit by bringing to the task a systematic
approach and commitment to a specified procedure right from the start. This means that,
even in the early stages of your reading, you should be keeping notes and
records which are easy to locate and which give you all the information you will need for
compiling a comprehensive bibliography or reference list.
You should also give early consideration to the appropriate choice and correct use of referencing
styles.
Because you are dealing with a complex array of ideas, prior research, facts, theories and
models, it is useful to develop the art of conceptualising how these all
relate to each other, and how you can best present them so that your critical
understanding of the literature is well displayed, and your own purposes best served.
The final process before you begin to write about each item in turn, is to make choices
about shaping the chapter, with the understanding that purpose, structure
and sequence are intimately related around the
main thread of your argument. 
Reading
A methodical approach to your review of literature begins with knowing
what you wish to read and how it can be located and retrieved. These days we have many
different ways of conducting a literature search, and it is certainly worth your while to
become familiar with every means available. You will find your School's Liaison Librarian
most helpful. Or you can go to the Library on your campus and ask at the information desk.
The planning sheets
For assistance on downloading planning sheets:
You will be a great deal easier to help at this stage if you have
already established a reading list, or a selection of items to find, each associated with
an identifiable concept. Use the planning sheet 'The literature search' to get started on
this.
Once you have a document in your hand (or on the screen), the skills of reading for
meaning become very important, so that you derive the most value from each reading
opportunity, without spending too much
time on the task.
You will have a great deal to read. The planning sheet 'Booknotes' is designed to help
you to retain reference details, key words, a summary, your critical comments, exact
quotations, and comparisons with other authors for every item that you read. Later, it can
be used to find a sequence for the items you will review in this chapter.
- Similarly, 'Keeping notes and records' gives you some suggestions on how to read with
focus and clarity while you have the book or article with you, and to keep the kind of
records that will be most useful to you when reviewing the whole body of literature.
Finally, you will find a few practical suggestions about 'Organising your resources'.
How to use the 'Booknotes' planning
sheet
You may well be familiar with bibliographic data base programs such as 'Endnote' or
RefCard. Several such programs are commercially available, and many academics find them
invaluable in terms of being orderly, easy to use and enormously time-saving in creating
reference lists and footnotes. Most will allow you to customise sets of references using
certain selected formats and conventions, so that it is quite possible to enter each
record only once, then to use it in countless situations in combination with others. It is
likely that you already have access to such a program through your Faculty or the library
pools. If you use a word processor, you are certainly urged to investigate. Meanwhile,
'Booknotes' is a planning sheet version of a similar system; it can be very useful indeed
either for those times when you are reading and note-taking away from the computer (in a
library, on the bus), or as a complete filing system in itself.
Use the three 'Category' boxes at the top of the 'Booknotes' planning sheet to devise a
system that works for you. You may like to consider:
- Category 1
A number to identify each item read, ascribed in simple consecutive sequence. Keep an
associated 'master' list on which to jot down the brief details of each item as it is
read. By dating the master list every so often, you should be able to re-find articles
that you read some time ago, simply by thinking about the approximate time when you first
read and recorded them, or by looking up related articles that you know you were reading
at the time.
- Category 2
Devise your own 'Dewey System' by making conscious divisions in your own general course
area, and ascribing a number from 1-9 to each. You can then make a decision while reading
the article that it is best associated with this or that category of knowledge. This keeps
much of your organising energy in use at the time of reading, which is far more efficient
than making such decisions on another occasion. Once an article 'belongs' in a certain
category, it is a simple matter to attach a 'Booknotes' sheet to a photocopy which can
then be physically filed, in alphabetical order by author, in a folder bearing the
category number.
- Category 3
As an academic, you are bound to develop greater expertise in your area as you advance in
your studies and in your profession. There will be several occasions when you will want to
refer to readings in your field, and it is quite possible that you will base academic
papers,
presentations or assignments of your own on articles you have on record. This category
allows you to make a note of the use you have put this item to - for example, the name and
date of a conference, journal or assignment.
For further ideas about completing a 'Booknotes' planning sheet, see the planning sheet
'Keeping notes and records, and below: 'Organising your
resources' (which is also incorporated into the Word file for
this subsection as a planning sheet).
Organising your resources
What have you done in the past to keep good systematic records?
- Did it always work?
- Is it sufficient for this new stage of learning?
How are other systems organised that you know of?
- List appropriate record systems that you know of
What sort of information will you be dealing with?
Program notes -
per course |
Planning - per
course? |
| course guide |
ideas as they arise |
| study guide |
instructions as they arise |
| lectures |
schedules, priorities and time allocation |
| tutorials |
logs for results and other data collection |
| seminar presentations |
journal for reflections on your own learning |
|
'Next' look for lists of things to be done |
Reading matter and other input
| books |
Internet |
| journals |
radio |
| reports |
TV |
| media articles |
personal communication |
What is essential to record?
- book: author, date of publication, title, publisher, place of publication
- journal: author of article, date of publication, title of article, name of journal,
volume and number, page numbers of article
- chapter: author of chapter, date of publication, title of chapter, name of source book,
editor(s), publisher, place of publication
Always keep details, especially page numbers of direct quote from any source.
How are records best kept?
- paper/computer files and folders
- database style
- 'Booknotes'
- classification/category system
- index - retrieval mechanism
Start designing three systems for yourself:
1 Program notes
2 Reading matter
3 Planning
Planning sheets for 'Reading'
In summary, the following are the relevant planning sheets available as a downloadable
Word 6 file reading:
- The literature search
- Reading for meaning
- Booknotes
- Keeping notes and records
- Organising your resources

Conceptualising
You may well have been told by your supervisor or lecturer that a review of literature
should not be a simple list describing one research study after another with no sense of
cohesion and no clear links drawn between them. This is quite true, and there is a world
of qualitative difference between such a review, and another in which the reviewer's
underlying intention is made explicit - not only through the selection of items, but in
the criteria for grouping items, their sequence for presentation, and in the depth of
analytical and critical commentary accompanying each group. You may find it an
overwhelming prospect to deal in such a way with all of the items of literature you have
read so far.
What you need is a sound organising principle which will allow you to control the
grouping and sequencing of items and commentary. This gives your reader the opportunity to
'read' the literature as if through your mind as the current researcher, and thereby to
share your understanding of existing theory and practice in the field, as the setting for
your research.
So this section offers you a series of planning sheets which help you to:
- establish the most effective grouping, for your purpose, of items in the literature
- make conceptual decisions for individual items which thereby establish the polarities
and dichotomies existing between items, and so identify the notional parameters for each
related group of items
- find a framework for various levels of understanding, and a method for plotting academic
authority amongst writers in your field
Relative placement of
items read
Your first task in drawing together the many items of literature you wish to
write about is to think of each one as associated with a certain idea, model, theoretical
perspective, historical thread or other specified feature. The planning sheet 'The
literature mind-map' invites you to enter each item, identified by its simple author/date
designation - for example, (Smith 1988) - within the framework of a series of related
boxes or circles.
Next, you are asked to work through the 'Combination of ideas map' in order to identify
the focus of several research studies relative to your own research design.
From these two maps you should begin to mesh together conceptually the grouping you
have set up; you will be working on the whole 'big picture' while contemplating the shared
and unique features of its parts.
The following planning sheets are a downloadable Word 6 file relplace:
- The literature mind-map
- Combination of ideas map
Fine
lines: identifying schools of thought in your field
Once you have identified your field and its literature, you are asked in
'Polarity poles' to consider the extremities of thought in the area, and the authors who
espouse opposing viewpoints. This can be done for any number of concepts, and then you can
find the points of junction of several poles by drawing up a 'Polarity web'. Taking the
idea even further, the 'Polarity features map' helps you to spatially organise groups of
items relative to each other as the next step towards building up your final sequence
ready for the writing up stage.
The following planning sheets are a downloadable Word 6 file fineline:
- Polarity poles
- Polarity web
- Polarity features map
Critical analysis
You may frequently be asked to respond critically to the academic
writing of others, and even though you may form a critical opinion without difficulty, it
is not always easy to write precisely about your thoughts. The following planning sheets
may give you some new frameworks on which to base your thinking and your written responses
at a critical level. The 'Critical analysis quadrant' helps you to analyse the comparative
credibility of authors in your field, and the planning sheet 'Ways of seeing: literal,
lateral, critical, speculative' makes very clear distinctions as to the depth of our
interrogation of knowledge at any one time.
The following planning sheets are a downloadable Word 6 file critical:
- Critical analysis quadrant
- Ways of seeing: literal, lateral, critical, speculative

Shaping
Having identified the conceptual frameworks represented in the literature you have
read, the next step is to 'shape' these into a review chapter which will fit meaningfully
into your whole report or thesis.
As a starting point, you are shown three alternative structures which are commonly
used, each displaying a certain logic for different purposes. You are invited to consider
using these frameworks either alone or in combination. Depending on what you wish to
achieve in your review of literature or any one section of it, you may like to consider
some common structures for the presentation of your body of literature.
Alternative structures
Depending on what you wish to achieve in your review of literature or any one
section of it, you may like to consider some common structures for the presentation of
your body of literature. You are invited to complete planning sheets which may help you to
determine which of your readings would be best presented in terms of 'Historical
development' and which as 'Consecutive approaches of equivalent weight'. A most useful
structure is the 'Conceptual spiral: broad to narrow', in which you lead your reader from
a broad brush appreciation of the topic, equivalent to background information, and move
gradually in towards the heart of the problem which you wish to address in your research.
It is most likely that you will wish to 'Create your own combination' of all these
approaches, and the final planning sheet in this section, 'Sequencing chart', helps you to
design a structure that is most likely to achieve your purpose in this chapter.
The following planning sheets are a downloadable Word 6 file altstr:
- Historical development
- Consecutive approaches of equivalent weight
- Conceptual spiral: broad to narrow
- Create your own combination
Planning
the shape of your review of literature
- Think of the major components in your research study (these should reflect your
Triad of major elements and will also appear in your title). (The 'Triad of
major elements is a planning sheet as a downloadable Word file under 'Choosing your topic: What topic'.)
- Group together the readings that belong to each component. Using 'Booknotes' (a planning
sheet in the downloadable Word file 'Reading' above) or an equivalent system for
notemaking can be very helpful at this stage. Simply put the relevant 'Booknotes' sheets
in appropriate piles.
- Draw a diagram of the theoretical frameworks represented by each group. This will
probably look like a mind-map or flow chart for each component.
- Draw another diagram to show how you will synthesise the ideas emerging from each group.
How will you make the connections and draw all the components together with your own
voice?
- Work out your own logical sequence for the readings that you have so far. How will you
use this sequence to argue why your research fills a certain gap in the field? A
literature review usually homes in on the 'gap' by moving all the time from the broad to
the specific. This is unless you have good reason to simply 'list' a variety of models or
approaches, or to give a chronological outline. Remember that different sections of your
review may by shaped differently for different reasons.
- Write a mock 'Table of contents' for your review in which the outline of your argument
can plainly be seen to underlie your presentation of components.
The following are planning sheets, available as a downloadable Word 6 file planshap:
- Main thread of argument
- Purpose leads to structure leads to sequence
Steps to
sequencing your review of literature
Sequencing choices can be applied equally well to the whole review of literature, or to
any of its parts - that is, at whole text level, section level or even paragraph level.
- From a mind-map or similar overview technique, identify the main unifying
theoretical or thematic factors which categorise each set of ten or less readings. Name
these ideas for use as headings or subheadings. (See the planning sheet as a
downloadable Word file under 'Choosing your topic: What
topic?: 'Topic mind-map' or above under 'Conceptualising:
Relative placement of items read: 'Literature mind-map'),
- Decide on the best sequence for the items within each set in order to best illustrate
its theme. You may want to :
- relate a historical narrative or chronological sequence of ideas or events
- present a series of equivalent but different perspectives, models, approaches or methods
- move from the broad identification of a theme to an investigation of specific examples
of it
- Decide on essential points of comparison, points of departure, comments on validity,
reliability, or any other features that you wish to point out, either in a single item, or
in relation to several at once.
- Write an introductory paragraph which allows the reader to form an overview of the main
area you are investigating and the main points you are making. Remember, the reader may be
coming across your ideas for the first time, so make them very clear and explicit. Mention
each of the allied readings by author/date, or by number, grouped (in brackets) in the
order in which you will write about them.
- Proceed to devote one paragraph or section to each main theme identified in your
introductory paragraph. Identify its essential feature(s) in the opening sentence, and
reiterate the groups of writers associated with this idea. Begin to show which writers
take which positions along certain binary dimensions (see above as a downloadable Word
file under 'Conceptualising:
Fine lines: 'Polarity poles').
- Who are the chief proponents of the extreme positions?
- Who has formed a schism group?
- Who has set the pendulum in reactive motion?
- Which relevant current theories and paradigms have influenced each writers
perspective?
- Which research can be held in great authority, and which can be disputed? Why?
It is usual to build up each section towards those authors and previous research
closest in some fashion to your own. For instance, you could conclude with an author whose
work is in the same area, but falls short of your studys intentions. Thus, you can
show that you are following an existing line of inquiry. Or you could end with an author
whose claims you wish to refute with your study.
- Sequence this chapter with the whole text in mind, and gradually work to a point towards
the end of the review where you can show the reader where the research gap exists that you
now wish to meet with this study. Your concluding section of the review should again take
up the topic presented in the introductory chapter, but now you have given the reader very
much greater understanding of the issues, and so they should be in support of your
decision to focus on your specific research topic.
The following is a planning sheet, available as a downloadable Word 6 file sequc:

 
The preparation of materials for this site was funded by a
DEETYA Quality Round 3 Grant awarded to Helen Johnston, Associate Professor Margaret
Sharpe and Dr Esther May, and is a result of collaboration between the Flexible
Learning Centre and the Faculty of Health and Biomedical Sciences.
Project Coordinator Helen Johnston
Writer Trish McLaine
Online developers Moya Costello, Loene Doube and Rebecca Miller
Designer Kelly Martin
Produced by the FLC
Copyright
©1998 University of South Australia
Last update August 1998
URL: http://www-i.unisa.edu.au/flc/sls/publictns/researchwrite/organising.htm
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