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How to Conduct an Effective Literature Review for Your EPQ: A Step-by-Step Guide

• backlinkworks
• Writing Articles & Reviews
• September 23, 2023

Introduction

A literature review is an important component of any Extended Project Qualification (EPQ) project. IT involves researching and analyzing existing literature and scholarly works relevant to your topic. A well-conducted literature review can provide a solid foundation for your EPQ, helping you to identify gaps in the research, establish the context for your study, and build a strong theoretical framework.

Why is a literature review important?

Conducting an effective literature review is crucial for several reasons:

• Identifying existing knowledge: A literature review enables you to familiarize yourself with the existing research and theories related to your topic. This helps you understand what is already known, what gaps exist in the literature, and how your project can contribute to the field.
• Guiding your research: A well-constructed literature review can help you determine the direction and scope of your EPQ project. IT serves as a roadmap, assisting you in identifying the key concepts, theories, and methodologies that are relevant to your research.
• Building a theoretical framework: A literature review allows you to identify and analyze different theories and perspectives related to your topic. This helps you establish a strong theoretical foundation for your project and provides a basis for your analysis and interpretation of the data.
• Supporting your arguments: By citing relevant literature, you can support your arguments and claims with evidence from authoritative sources. This enhances the credibility and reliability of your EPQ project.

Step-by-Step Guide to Conducting an Effective Literature Review

1. define your research question.

The first step in conducting a literature review is to clearly define your research question or objective. This will help you narrow down your search and focus on the most relevant sources.

2. Develop a search strategy

Once you have defined your research question, you need to develop a search strategy to identify relevant literature. Start by brainstorming keywords and phrases related to your topic. Use synonyms and variations of these terms to broaden your search.

Next, identify the most appropriate sources for your research. These may include academic databases, libraries, online journals, books, and relevant websites. Consider both primary and secondary sources to ensure comprehensive coverage of your topic.

3. Conduct a literature search

Using your search strategy, begin exploring the identified sources. Start with academic databases like PubMed, Google Scholar, or JSTOR, as they provide access to a wide range of scholarly articles and research papers.

Make use of advanced search tools and filters to refine your search results. Take note of the relevant sources, including the title, authors, and abstracts, for further evaluation and analysis.

4. Evaluate the literature

After conducting the initial search, IT is important to critically evaluate the literature to determine its relevance, reliability, and credibility. Consider the following criteria:

• Publication date: Ensure that the sources you use are up-to-date and relevant to your research. However, older articles can be included to provide historical context or trace the development of a particular theory.
• Author credentials: Evaluate the expertise, qualifications, and reputation of the authors. Look for authors who are recognized authorities in the field.
• Research design and methodology: Assess the rigor and validity of the research methods used in the studies. Consider whether the sample size, data collection techniques, and analysis methods are appropriate and reliable.
• Consistency and relevance: Look for common themes, findings, and arguments across the literature. Ensure that the sources you select directly address your research question and contribute to the overall understanding of your topic.

5. Organize and synthesize the literature

Once you have evaluated the literature, IT is important to organize and synthesize the information. Create a clear structure for your literature review, categorizing the sources according to themes, theories, or methodologies.

Identify the main arguments, theories, and findings from each source, and compare and contrast them. Look for patterns and connections that emerge across the literature. This will help you build a coherent narrative and identify any gaps or debates in the existing research.

6. Write your literature review

With a clear synthesis of the literature, you can now begin writing your literature review. Follow a logical structure, starting with an introduction that provides an overview of the topic and states your research question or objective.

Organize the body of your literature review according to the themes, theories, or methodologies you have identified. Present the key findings and arguments from each source, critically analyzing and synthesizing the information.

Finally, conclude your literature review by summarizing the main points and highlighting the gaps or areas for further research. Make sure to cite all the sources you have referenced in a consistent citation style, such as APA or MLA.

A well-conducted literature review is a crucial step in any EPQ project. IT helps you identify and analyze the existing knowledge related to your topic, guides your research, builds a theoretical framework, and supports your arguments with credible evidence. By following the step-by-step guide outlined in this article, you can conduct an effective literature review that enhances the quality and impact of your EPQ project.

Q: How many sources should I include in my literature review?

The number of sources you include in your literature review largely depends on the scope of your research and the depth of existing literature on your topic. Aim for a balance between comprehensiveness and relevance. Include enough sources to demonstrate a comprehensive understanding of the topic, but also focus on the most influential and recent works.

Q: How do I avoid plagiarism in my literature review?

To avoid plagiarism, IT is essential to properly attribute the ideas, opinions, and findings of other authors. Make sure to cite all the sources you have referenced in a consistent citation style, such as APA or MLA. Paraphrase and summarize the information in your own words, and use quotation marks for direct quotations. Always provide a clear citation whenever you use someone else’s work.

Q: Can I include non-academic sources in my literature review?

While academic sources are generally preferred for a literature review, IT might be relevant to include some non-academic sources, such as government reports, industry publications, or reputable websites. However, ensure that these sources are reliable, authoritative, and directly contribute to your research question.

Q: How do I determine the quality of a source?

When evaluating the quality of a source, consider the publication date, author credentials, research design and methodology, consistency and relevance to your research question. Look for peer-reviewed articles from reputable journals and books from renowned publishers. Assess the reliability and credibility of the sources by checking the reputation of the authors and the publication venues.

Q: Does the literature review come before or after the data collection?

The literature review usually comes before data collection in the research process. IT provides the theoretical and conceptual background for your study, helping you design your research methodology and data collection instruments. However, IT is important to continuously review and update the literature as your project progresses, as new studies and findings might emerge.

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

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

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

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

There are five key steps to writing a literature review:

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

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

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Table of contents

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

• Quick Run-through
• Step 1 & 2

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

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

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

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

Prevent plagiarism, run a free check.

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

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

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

Download Word doc Download Google doc

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

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

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

Make a list of keywords

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

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

Search for relevant sources

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

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

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

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

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

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

For each publication, ask yourself:

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

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

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

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

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

Take notes and cite your sources

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

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

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

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

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

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

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

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

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

Chronological

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

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

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

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

Methodological

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

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

Theoretical

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

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

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

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

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

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

As you write, make sure to follow these tips:

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

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

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

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

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

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

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

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

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

Cite this Scribbr article

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McCombes, S. (2022, June 07). What is a Literature Review? | Guide, Template, & Examples. Scribbr. Retrieved 31 May 2024, from https://www.scribbr.co.uk/thesis-dissertation/literature-review/

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EPQs: finding and using evidence

Finding the evidence that will help you understand a topic or answer a question is an important stage in the research process. And once you have found it, you will need to examine it closely and carefully, to judge how reliable it is and whether it is useful to help you answer your question.

The Extended Project Qualification (EPQ) is an opportunity for you to work independently on a topic that really interests you or that you think is important. It is equivalent to an A-level qualification. These articles are designed to help you if you are enrolled on an EPQ.

  See previous article in series: Designing your research question

Before working through this article, you should have settled on your research question .

This article will support you through the next steps in the research cycle (Figure 1): collecting evidence (or data) to help you answer your question and starting your analysis of that evidence.  First, let’s look at collecting data.

What is already known about your topic?

The first step in answering a research question is usually to do a ‘literature review’ or ‘research review’.

These articles focus on the ‘research review’ type of EPQ, in which collecting and analysing evidence from what other people have written will be a major part of what you do.

Researchers need to do research reviews for two reasons. First, they want to uncover what is already known. A lot is already known about some topics and they want to be sure that they are researching a novel question. Second, they want to get a balanced view of what is known, rather than jumping in and relying on the first pieces of information they find.

A literature review starts with focused and serious reading, to help you develop your knowledge and understanding of the topic, and begin to gather evidence that will help you answer your question.

Julia , a researcher in AstrobiologyOU, whose research explores the possibilities for habitable environments in the Solar System, demonstrates how she starts a literature review. As you read through, think about the process Julia describes and how you could apply the steps she takes to your EPQ research review.

• Starting a literature review.

When you’re starting a literature review, where do you look for evidence? 

Any literature review requires a well-defined topic. Let’s assume the topic is something in planetary science!

Find an exciting topic: https://solarsystem.nasa.gov provides a good overview of our Solar System.  Let’s pick Mars.

Define a specific question. How did Valles Marineris form? 

Learn about Valles Marineris. You can use Wikipedia as a starting point and look up the references given there.

Use Google Scholar to find specific literature (e.g. search words such as *formation of Valles Marineris*). Look up research cited in the papers you read if they are also relevant to your topic. Make sure you always cite your sources.

My colleague Julia is a research fellow in AstrobiologyOU. She uses computer modelling to understand geological processes on planets such as Venus and Mars. For her, the process of starting a literature review is all about starting broad and gradually narrowing down. So, assuming that the topic is something in planetary science, start with something that gives you an overview. In this case, it’s the whole solar system. Then gradually coming in a step, first of all, focusing on one planet: Mars. Coming down to something on that planet; how did Valles Marineris form? And then having decided on the specific topic, learning more about it, Julia suggests using Wikipedia as a starting point, but looking up references given from it, and then using Google Scholar or other research engines to find specific literature, to look up research, and to find papers that are relevant to your topic.

Comments on Julia’s approach 

You’ll notice that Julia starts from the ‘big picture’ and gradually focuses down to more specific material. This is very similar to the process you followed in article 1 ( Designing your research question ) to move from ‘this is a topic I’m interested in’ to ‘this is the question I want to ask’.

You’ll also notice that Julia moves from a quite open, broad source of evidence (Wikipedia) to using more serious sources (Google Scholar). There’s more on where and how to look for evidence in Section 4.

You will know that Wikipedia, despite having information about hundreds of thousands of topics, is not a 100% reliable source. Wikipedia can be a good place to start your research, get your ideas moving and find places where you can look for more information, but you should always cross-check any information you find there against another source.

Finding keywords.

With so much information available online, how do you begin finding relevant material? Most researchers start by assembling a collection of keywords that relate to the topic and can be used to search for more information. But how do you find those all-important keywords?

In some ways, deciding on your keywords is like the ‘ten words’ activity you used in Article 1 to help you move from topic to question.

• Watch how Devyani creates a mind map
• Ann’s summary

Photo of mind map

But how do you come up with those all-important keywords? Devyani, who is a PhD student in AstrobiologyOU, gave me a few thoughts. As a PhD student, she’s just been through this process herself. 

She suggested looking for key concepts and words in the main topic, perhaps splitting your question up and looking at separate elements of it. So for her, space technologies, sustainable development, SDGs, would be good keywords. Perhaps writing down similar words to the keywords that you've identified, using a thesaurus to help you find alternatives. 

Once you start searching, using things like Google Scholar or the Web of Science, you can use advanced search options such as ‘and’ and ‘or’ functions to help you link topics that you need to look for. 

We’ll come on to different places you can actually do your searches in a couple of minutes.

You might want to try Devyani’s method, or you could try  this quick activity  from The Open University to get started on finding good keywords. 

Going back to the example research question we used in Article 1:  ‘ How did young people use social media for activism?: comparing the content of Instagram posts on #blacklivesmatter and #FridaysForFuture during 2020’

What keywords might you use to search for relevant material to help answer this question?  Perhaps you’d come up with ideas like “social media”, “activism”, “black lives matter”, “Fridays for future”.

As you can see, keywords can sometimes be more than one word!

Searching for evidence.

Having identified your keywords, the next step is to use them to start searching for evidence that will help you answer your research question.

Evidence can come from many sources: books; academic articles (often called ‘papers’); reports from businesses, charities and other organisations; newspaper articles; radio and television; websites; social media … the list could go on!

With so much material out there, it’s helpful to make a plan before you start your search. Think about:

• the keywords you will use
• the most useful places to search
• the time you have available for searching.

Keeping track .

You will gather a lot of information, so you should keep good records. Knowing what you’ve looked for, where you looked and what you found there will help you avoid repeating something you’ve already done. You’ll also be able to fully acknowledge the sources you have used in your research (this will be discussed further in Article 3 ). Make notes of:

• what keywords and combinations of keywords you used (your ‘search terms’)
• where you looked
• what documents you downloaded or read online
• notes you made about what you read.

You could keep a record in a simple table, perhaps on a spreadsheet (you can download  an example here ).

For any documents you find, you’ll also find it useful to keep records of:

• the name of the author(s)
• when it was published
• the title of the article, report, book or chapter
• where it was published – i.e., the title of the journal, book or website
• a link to the document or its DOI (digital object identifier)
• (for books) the name of the publishing company and where it’s based.

The digital object identifier (DOI):  You might not have come across a DOI before. Most academic articles have a DOI – a unique string of numbers and letters that is permanently attached to an article. If you paste a DOI into a browser, it will take you straight to that article. Try this one: https://doi.org/10.14324/RFA.05.2.14

When it comes to writing up your dissertation, these notes can be good evidence in themselves, showing how you carried out your review, so it’s sensible to get your record-keeping method set up before you begin searching.

Where should I search?

It’s very likely that you will carry out your search using online resources. But there are so many to choose from that it can be difficult to know where to start.

• Search engines
• University repositories
• Social media
• Researchers’ websites
• Scholarly databases
• Collections
• Journal websites

You can use the well-known search engines, such as Google, Bing or Yahoo, but you will get more reliable results if you use a specialised search engine such as  Google Scholar , which returns links to articles and academic papers produced by researchers in universities and research institutions.

Many of the papers, articles, newspaper pieces and other items that you will find in your searching – but not all – will be  open access,  which means they are free to view and you can download them. 

Many universities have repositories that store the work of researchers at that university. The Open University’s repository is called  Open Research Online (ORO) . Most UK and international universities have something similar. Universities maintain these repositories because they want to make the work of their researchers available for others to use.

Repositories are often looked after by the university’s library team, so if you can’t find the repository easily, try looking on the library pages on the university website.

Online repositories usually allow you to search by a topic, or by the name of the author if you are trying to get hold of a particular resource.

If you’re interested in the work of a particular research group (such as  AstrobiologyOU ) or a specific researcher, you’ll often find them on social media. Most research groups keep copies of work published by their researchers; it’s always worth contacting them. Explain that you want to use the research for your EPQ.

Researchers often have their own websites ( here’s an example ), which you can find using a search engine. If you can’t get hold of an article that you need for your work, email the researcher. Researchers are often willing to share copies of their work to help other researchers, so explain that you want to use it for your EPQ.

Many researchers keep copies of their papers and articles on networking sites such as  ResearchGate , which also allow you to search by topic. However, these records are kept up to date by the researchers themselves, so you should always check against another source if you can.

Professional databases, such as Web of Science and EBSCO , bring together research from thousands of researchers across the world.

However, you will have to create an account, or pay a subscription to make full use of sites like this, which might not be practical for you.

If you find the researcher on the database but the paper you want isn’t there, use the database’s facilities to contact the researcher. Again, tell them why you want to read the article.

Universities and research institutions are increasingly bringing their resources together into large collections.

CORE  is the world’s largest collection of open access research papers and articles.

ARXIV.org  has more than a million articles, mainly in physics, mathematics and engineering.

Journals are the places where researchers publish the articles that discuss their research. There are many thousands of academic journals in existence, covering every topic imaginable.

For example, try typing the phrase "ecology journal" (complete with speech marks) into a search engine. You will find a long list of possible titles is returned.

On the journals’ websites, you can search by topic to find relevant articles. If you are searching for a specific paper, and know the journal it was published in, you can use the journal’s search function to find it. However, many journals are commercial organisations and keep articles behind a ‘paywall’, meaning they are only available to people or institutions that subscribe to them.

Fortunately, more and more journals (for example PLoS – Public Library of Science ) are fully open access and many journals make some articles freely available.

Print media: If you’re looking for material published in newspapers or magazines, first try the website of the newspaper or search for their digital archive. If you can’t find it online, try your local public library; they often have access to hard-copy archives or can advise you where to find them.

Book publishers:  There are many academic publishers, such as  Ubiquity Press , that produce open access books you can download.

Organisations:  research funders, such as the  Wellcome Trust , make available copies of papers and reports written by their researchers. Other organisations’ websites, such as those from the government or charities, often have copies of project reports or annual reports available.

Public libraries: Finally, don’t forget your local public library. Even if they don't have the exact article or book you’re looking for on the premises, they have trained librarians who can help you find it or suggest alternative routes to get the information you need.

Refining your search.

Even if you use very specific keywords, an online search might return hundreds, if not thousands of results. How can you cut hundreds of results down to a sensible level?

Focusing and refining the keywords you use for your search will help you be realistic, making the best possible use of the limited time you have available for the EPQ, and cutting down your results to an amount that you can realistically deal with.

• Thoughts from Michael

Here are Michael’s key tactics for refining your searches:

• Linking several search terms to narrow down your search.
• Starting broad and then refining – he used a personal example where he started by looking for ‘bacteria associated with plants’ and narrowed down to ‘bacteria associated with peas’.
• Keeping track of your topics and sub-topics with a list, spreadsheet or mind map.
• Remembering you don’t have to read every single resource you find.

My colleague Michael, who’s a microbiologist, is particularly interested in looking at life in extreme environments on Earth that might be similar to places such as Mars. 

He had some useful ideas on how to start refining your searches. He suggests linking search terms, so when searching online you can use symbols such as the plus sign and quotation marks that are incredibly helpful. Typing in ‘this’ plus ‘ that’ will return results that have both of those elements. Conversely, typing ‘this’  minus ‘ that’ will mean you only get results that include the phrase ‘this’. You can use quote marks to make phrases stick together, so quote marks "this stuff" and plus quote marks "that thing", will enable you to find papers that refer to both of those topics. 

Michael also suggested it’s good to start broad and then refine searches. For example, for his PhD, he had to write several chapters for his thesis about bacteria that are associated with plants. The first searches were in the obvious place ‘plant-associated bacteria’, which he then refined to think about specific types of plant, such as ‘pea-associated bacteria’ or ‘legume-associated bacteria’. Those initial searches and papers allowed him to identify other useful terms that then meant he could be even more specific with his searches. For example, searching for ‘nitrogen’ plus ‘ plant-associated bacteria’ or ‘legumes’ minus ‘ disease’.

When searching, he also suggested it’s really helpful to keep track of topics and subtopics with a list, spreadsheet or a mind map. Whatever works for you. He found this helped him keep his notes organised and meant he didn’t have to repeat searches, because he had a record of what he had looked for.

But the most important point, he felt, was not to feel overwhelmed when doing a literature review. It’s possible to turn up hundreds of papers on any topic, but you don’t have to read all of them. As a start, he suggested that you look for review papers. These are papers in which the authors have pulled together material from several other sources. They give a really good introduction and overview of a topic, and can give you some clues on where to look next.

Practising searching using Google Scholar.

Google Scholar is a freely-available search engine that only returns links to scholarly literature, so it’s a good place to practise your searching techniques.

Imagine  that you have decided to research this question:

What are the health benefits of people spending time in nature?

What are the keywords you could use in your search? You might think of:

• health               
• nature therapy              
• green health                 
• forest bathing

Experiment with entering the search terms into Google Scholar . For example, type the words ‘ green health ’ into the search box and press enter. 

Using a simple search term like this can generate a long list of articles. In this example (Figure 10) it was somewhere around five million, which is  far too many for you to review meaningfully!

Combining search terms and using punctuation to keep two or more words together can help you focus your search and return fewer results to look through. Try typing “forest bathing” + health + ”open access” into the search bar:

Quote marks (“…”) keep words together. With quote marks (“forest bathing”) the search will return articles about forest bathing. Without them (forest bathing), you’d get articles on woodland and swimming pools (among other things!).

Using the + symbol combines “ forest bathing”  AND  health.  Adding + “ open access ” means you will only see results where you have free access to the full article.

This cuts down the number of results to around 1600 (Figure 12):

You can then click on the search results to access the articles. Clicking the  top link   brings up an article about forest bathing (at time of writing – the top result may well have changed since then).

To refine your search even further, Google Scholar has filters you can use to tweak your search. For example, if you are only interested in very recent material, you could filter so that only material published after 2021 is shown. This is useful if you want to access material published in a particular time range.

Most search engines or search facilities on repositories, collections or websites have an  advanced search  function that allows you to refine your search to cut down the number of results to something more useful. You can search for material published before or since a specific date, include or exclude specific words, or look for articles by a specific author.

To access advanced search on Google Scholar, click on the menu hamburger in the top left.

What is the right number of resources to include in your EPQ research?

It’s difficult to give an exact number of resources you should aim to use in your EPQ research. You could keep going for ever – new articles come from researchers in a constant stream! A rule of thumb is to stop reading when you sense you are no longer finding new ideas.

Credibility.

Even a refined search is likely to throw up lots of material from a range of sources. Wherever your material comes from, you should always scrutinise it carefully. But how do you decide what you can trust (therefore making it useful), and what you can’t?

Assessing a source’s credibility is a good place to start. Making sure you draw your evidence from credible, believable, trustworthy sources is very important for your research.

Quiz: judging credibility.

Comments on credibility of sources.

In order of least to most credible, below we explain why each source is credible or not:

• Tabloid newspaper article:  this kind of reporting puts a priority on the sensational and doesn't always give a full and balanced story.
• Podcast:  podcasts often present the podcaster’s personal opinion, and it’s not always obvious whether that’s based on research.
• Popular science books:  authors usually draw material from a range of sources, and sometimes interview the researchers to get a first-hand view.
• New Scientist article:  this magazine has a good reputation for serious science journalism, and the articles usually have links to the original research so the reader can investigate further for themselves.
• Original research paper:  research papers usually give the reader the evidence that the researchers gathered, so the reader can review it for themselves.

Judging credibility – Thomas’ thoughts.

Thomas, who is a lecturer in space governance, discusses the credibility of materials. As you watch his video, listen out for the ways in which he judges credibility.

‘How do you judge the credibility of a source? That is, what questions do you ask yourself when you read or review a source?’

So this is one of the more important questions for any researcher, particularly one in the humanities such as myself. It’s also one of the hardest, especially when you’re just starting out because the honest answer is: it’s experience. I’ve learned enough about my field that I can differentiate between ‘I don’t agree with this’ and ‘this is nonsense’ but obviously that wasn’t always the case. So in the early days, in high school and undergraduate, there are a few things you can look at to get an understanding of what makes a good source. First port of call is always what your teachers and lecturers recommend, they’ve got that experience that you don’t have, so they’ll be pushing you in the right direction. Pay attention to how those sources are written, that’ll give you clues as to what makes a good source.

But how to find them on your own? Well again, when just starting out, it’s best to be conservative, to err on the side of caution, so there are a few things you can look to. First is publisher. Academic presses (like Oxford University Press) specialise in publishing scholarly work, so that acts as a form of quality filter. Author is another one. Who is this person, why are they qualified to write an article or a book on this topic? There are other indicators you can use. For example: are there footnotes, references, a bibliography? What sort of sources do they use? How up-to-date are they?

Then there’s the work itself. Is it well-structured and thought out? Do they actually make an argument? Do they explain their reasoning to you, or do they just declare things to be true? ("Well of course it’s true, I said it" – it happens more often than you would think it does!)

Finally, you need to read widely and broadly. You need to read authors you agree with, and authors that you disagree with, and then work out what you think. Gradually you’ll be able to work out what constitutes a good source without being dependent upon some of these indicators – which is good, they’re not ironclad rules; some excellent works of history have been written by people without history degrees. And more importantly, you’ll be able to discern the difference between ‘I don’t agree with this’ and ‘this is nonsense’.

Thomas’ main points

Thomas’ main points were:

• Ask people you trust, such as teachers, what they recommend.
• Look at the quality of the writing – good sources are well-written and well-structured, with evidence to back up the arguments they present.
• Go to reputable sources such as academic publishers.
• Look at the writer’s qualifications on the topic.
• Look at the sources the writer has used.
• Read lots for yourself and build your ability to judge gradually.

Judging credibility – Charlotte's thoughts.

Charlotte, who is a researcher in geochemistry, also has some thoughts about how she judges credibility.

• Thoughts from Charlotte

Figure 16 Charlotte, a researcher in geochemistry Show description A photograph of Charlotte

• the data support the conclusion the authors have come to
• the methods are appropriate and up-to-date
• they haven’t cherry-picked the best data and ignored others
• the authors don’t have any financial interest in coming to a particular conclusion.

If it’s an area she’s less familiar with, she starts with newspapers, online news and experts. She looks for:

• links to the original research
• what qualifies the writer to be an expert in that area
• whether other experts agree with the author
• any hint of conspiracy theories
• whether the authors have any financial interest in a particular conclusion.

Another colleague, Charlotte, who’s interested in extremophiles – life that lives in very extreme environments on Earth – said that for her, essentially the rule of thumb that she uses is, one: peer-reviewed research. This is a term that means that the paper, before it’s published, has been looked at by two or three colleagues who are knowledgeable in the area. They offer comments and the original authors are then able to improve what they’ve written.

Peer-reviewed research is typically what’s published in academic journals, and that’s the most credible source. Everything else; social media, newspapers, online news forums, is less credible. Charlotte says that when she is reading or researching in the field that she’s an expert in – geochemistry – she always develops her ideas using peer-reviewed academic articles, asking herself: do their data support their conclusions? Are they using the most appropriate and up-to-date methods?

Are there signs that they’re cherry-picking the best data, or ignoring data that doesn’t quite fit what they want it to be? And, super important: do the researchers have financial interests in the conclusions? You might not necessarily trust someone who was working for a toothpaste firm to give you the absolute disinterested best data on tooth decay.

However, Charlotte said that when she’s reading about a topic that’s outside her field of expertise, perhaps in something in health and medicine, she finds it much harder to read and understand the peer-reviewed literature, as sadly it will often use specialist language or jargon. Therefore, in such situations, she often uses a larger range of sources, which might well include newspapers, online news, and things written by people who have been deemed experts.

In that case, some of the questions she asks herself are things like: does the expert or the news article refer back to the original research?  Is the news article or expert giving an opinion that’s backed up by a range of research? If it’s someone giving their opinion, what qualifies them to give that opinion? Is there anything about conspiracy theories? Those red flags that Thomas talked about. And again, do the authors seem to have a financial interest in the opinion that they’re pulling out? If the sources she looks at refer to specific academic articles, it  makes her think that these sources may be more credible than those that don’t. And if the experts on news articles are spreading an idea that feels like conspiracy, has been widely debunked, or for which there is very limited evidence, then she doesn’t count that as a credible source.

• Similarities and differences
• Similarities
• Differences

What are the similarities and differences between how Charlotte and Thomas judge credibility? Charlotte is a science researcher, whereas Thomas is a law researcher – do you think this affects their processes? 

Thomas and Charlotte both:

look at where the article has come from – a reputable source or one where work is reviewed by experts

consider the writer’s qualifications to be an expert on a subject

review whether other experts or sources agree with the writer

• check that the arguments or conclusions are supported by data.

Charlotte will look for  links to the original research and any  evidence of financial interests.

Thomas will look at the quality of the writing and the structure of the article.

Whether you use PROMPT, RAVEN or another method of assessing credibility, this will help you determine that you have the best sources possible for your project. Then it is time to get started reading for the literature review.

More about the PROMPT checklist

PROMPT stands for:

• P resentation: Is it clearly written, and can you follow it?
• R elevance:   Does it meet your needs?  Tip: for a speedy check, read the first and last sections (often called the Introduction and Conclusion) and decide whether it’s worth reading the rest.
• O bjectivity:   Does the author make their position clear? Are there any ‘hidden’ interests such as advertising or sponsors?
• M ethod:   Is there any information about how the work was done? For example, if the paper is about the results of a survey, do they tell you what the questions were?
• P rovenance:   Where does the article come from – university? Government? News media? Someone’s personal website? How much can you trust the source?
• T imeliness:  W hen was the information produced? Could it be out of date? Have ideas changed? (But remember that old is not necessarily bad; you could use older information to compare with current thinking.)

Try using the PROMPT checklist on the articles you have found.

There is more information about  PROMPT  on the OU’s Library Services website. Click here for a downloadable and printable version.

• Reading critically

A good research review is more than just a list of ‘she says this ... they say that … he says the other’. It’s an opportunity to test and show the strength of different arguments and the contribution they have made to your thinking.

The key is to  critically read   the material you have found.

The aim of critical reading is to assess the strength of the evidence and the argument. It is just as useful to conclude that a study, or an article, presents very strong evidence and a well-reasoned argument as it is to identify the studies or articles that are weak.

As you read, it is useful to keep asking yourself questions such as:

Why am I reading this? –  Because it’s interesting? Useful? Has good information for me?

Do I trust the source? –  What evidence do I have that the source is trustworthy?

What claims are the authors making? –  Have they included their conclusions?

Do I think those claims are trustworthy? –  Have the authors given me the evidence they are basing their claims on so I can judge for myself?

Imagine you were researching the question: ‘what is the influence of advertising on people’s consumption of junk food?’

Remembering that you will find material from a range of sources. Here we’ll use an article from the  Guardian newspaper’s website.

What information in the article do you think would be relevant or useful to help you answer this question? Use the questions in the ‘Reading critically’ tab to help you reflect.

What did you think about as you read the article?

You might have picked up points such as:

• Why am I reading this?
• It is about the effect of advertising on people buying junk food, so it is relevant to the question.
• Do I trust the source?
• It comes from the Guardian , a well-known UK newspaper.
• The writer is named, so you could check on other things they have written – for example, if they specialise in writing articles about food or have a background in food science.
• What claims are the authors making?
• That a ban on junk food advertising has led to a reduction in purchasing of unhealthy food.
• Do I think those claims are trustworthy?
• The article mentions that the research was done by researchers at a university – you could look for them on the university website.
• One of the researchers is named and there is a quote from them.

At this stage, no one expects you to come up with all these possibilities! But keep those critical questions at the front of your mind as you search for and examine the evidence. Remember to ask:

For more ideas on how to judge the credibility of the material you find and think critically about the contents, watch this short video on critical thinking , produced by the BBC and The Open University. It discusses five key strategies you can use to sharpen your critical thinking.

In this article, we have looked at the second part of the research cycle – how to find the evidence that will help you answer your research question, and how you can start to read it critically and analyse its relevance to your question. When you have finished searching, reading and analysing, you are ready to move on to the next step: writing your dissertation.

Other articles in this series...

EPQs: designing your research question

You’ve already decided to do an EPQ, so it might seem a little odd to start this resource by asking you to consider why you want to do a research project. People do an EPQ for all sorts of reasons. Why do you want to do an EPQ?

EPQs: writing up your dissertation

You have collected and analysed your evidence and considered it in relation to your research question. The next step is to communicate all that you have done. Your dissertation is the element of the EPQ that is read and assessed by others who haven’t been involved in your research.

EPQs: why give a presentation?

What are the guidelines for the presentation?

Become an OU student

Ratings & comments, share this free course, copyright information, publication details.

• Originally published: Wednesday, 3 May 2023
• Body text - Creative Commons BY-NC-SA 4.0 : The Open University
• Image 'Photo of Julia' - Copyright: AstrobiologyOU
• Image 'Photo of Mars' - Copyright: Image by  WikiImages  from  Pixabay  
• Image 'Photo of Valles Marineris' - Copyright: Image by  Alexander Antropov  from  Pixabay  
• Image 'Devyani's mindmap' - Copyright: Devyani Gajjar, AstrobiologyOU
• Image 'Scattering of keywords printed out and cut up' - Copyright: The Open University 
• Image 'An illustration depicting the research process' - Copyright: Ann Grand
• Image 'Photo of Michael, a researcher from AstrobiologyOU.' - Copyright: Michael Macey
• Image 'Photo of Charlotte' - Copyright: AstrobiologyOU
• Image 'EPQs: why give a presentation?' - Alphabet Yellow © Betta0147 | Dreamstime.com under Creative Commons BY-NC-SA 4.0 license
• Image 'EPQs: writing up your dissertation' - © Betta0147 | Dreamstime.com under Creative Commons BY-NC-SA 4.0 license
• Image 'EPQs: finding and using evidence' - Alphabet Yellow © Betta0147 | Dreamstime.com under Creative Commons BY-NC-SA 4.0 license
• Image 'EPQs: designing your research question' - © Betta0147 | Dreamstime.com under Creative Commons BY-NC-SA 4.0 license

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Assessing the EPQ literature review

6th October 2016

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Here's a short, one-sided student-friendly assessment grid to help Level 3 Extended Project students assess the quality of their literature review. All they need to do is simply circle a mark from 0 (non-existent) to 5 (absolutely fantastic) for each of the elements identified as being important in a literature review, and then use those marks to help them plan their next steps. All great for the activity log too!

Ruth Tarrant

Ruth has been Subject Lead in Economics at tutor2u for many years after a career of teaching Economics, Business, Politics and Maths in a range of secondary schools. She is a highly experienced A level Economics Examiner, and also teaches undergraduate Economics on a very part-time basis at the University of Oxford. Ruth is passionate about making economics fun, engaging and accessible.

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Help with writing your Literature Review

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