article review matrix

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The matrix method for literature reviews.

This handout is available for download in DOCX format and PDF format .

What is the Matrix Method, and why should I use it?

Using a review matrix enables you to quickly compare and contrast articles in order to determine the scope of research across time. A review matrix can help you more easily spot differences and similarities between journal articles about a research topic. While they may be helpful in any discipline, review matrices are especially helpful for health sciences literature reviews covering the complete scope of a research topic over time. This guide focuses on the review matrix step in the literature review process and offers tips on how to use it effectively.

Organize your sources

Once you complete your research, organize your source by date in order to make it easier to see changes in research over time.

Begin by creating the blank matrix. The matrices can be easily constructed using table-making software such as Microsoft Excel, Word or OneNote, Google Sheets, or Numbers. Every review matrix should have the same first three column headings: (1) authors, title, and journal, (2) publication year, and (3) purpose.

Be aware that it may be difficult to determine purpose from just a cursory review of the article. In some cases, it may be necessary to first read the paper fully to identify its purpose.

Choose your remaining column topics

Next, carefully read all your articles. Note any important issues you identify. The following broad categories provide some suggestions for determining your own subject headings:

Methodological

Methodology is often an important question. For example, if you are looking at tests of an Ebola vaccine beyond human subjects, it will be important to note what type of animal the test was carried out on, i.e. macaques or mice.

Content-specific

Consider noting what was actually studied. For example, when looking at the effectiveness of traditional Chinese medicine in the treatment of illnesses, it would be important to note what illness was being studied.

Geographical

It may be important to note where the research was completed. For example, if you want to compare the effects of the AIDS epidemic in different countries, you would use country as a column heading.

There are many ways to choose your column headings, and these are just a few suggestions. As you create your own matrix, choose column headings that support your research question and goals.

• Do not include column headings that are explicit in your research question. For example, if you are looking at drug use in adolescents, do not include a column heading for age of study participants. If the answer will be the same for every study, it's generally a bad choice for a column heading.
• Do not try to fully complete a review matrix before reading the articles. Reading the articles is an important way to discern the nuances between studies.

Credit: Adapted from David Nolfi, “Matrix Method for Literature Review: The Review Matrix,” Duquesne University, https://guides.library.duq.edu/matrix , 2020.

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Matrix Method for Literature Review

• Introduction
• Organize Your Sources
• Choose Your Remaining Column Topics
• More Information
• Sample Matrix and Templates
• Related Library Guides
• Getting Help

The Review Matrix   

Using a review matrix enables you to quickly compare and contrast articles in order to determine the scope of research across time. A review matrix can help you more easily spot differences and similarities between journal articles about a given research topic. Review matrices are especially helpful for health sciences literature reviews covering the complete scope of a research topic over time.

This guide focuses on the review matrix step in the literature review process. For more information on searching databases, see the Health Sciences Literature Searching Guide.

• Next: Organize Your Sources >>
• Last Updated: Feb 20, 2024 10:26 AM
• URL: https://guides.library.duq.edu/matrix

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• Write a Literature Review
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• Evaluate This link opens in a new window

Get Organized

• Lit Review Prep Use this template to help you evaluate your sources, create article summaries for an annotated bibliography, and a synthesis matrix for your lit review outline.

Synthesize your Information

Synthesize: combine separate elements to form a whole.

Synthesis Matrix

A synthesis matrix helps you record the main points of each source and document how sources relate to each other.

After summarizing and evaluating your sources, arrange them in a matrix or use a citation manager to help you see how they relate to each other and apply to each of your themes or variables.  

By arranging your sources by theme or variable, you can see how your sources relate to each other, and can start thinking about how you weave them together to create a narrative.

• Step-by-Step Approach
• Example Matrix from NSCU
• Matrix Template
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• Next: Integrate >>
• Last Updated: Sep 26, 2023 10:25 AM
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East Carolina University: RN to BSN Library Research Guide: Literature Review Matrix

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Nursing Literature Reviews

What is a Literature (Lit) Review? 

A Literature Review is Not: 

• a quick summary of sources
• a grouping of broad, unrelated sources
• a compilation of everything that has ever been written on a topic
• a literature criticism or book review

So, what is it then?

A literature review is an integrated analysis-- not just a summary-- of scholarly writings that are related directly to your research question.  That is, it represents the literature that provides background information on your topic and shows a correspondence between those writings and your research question.

A literature review may be a stand alone work or the introduction to a larger research paper, depending on the assignment.  Rely heavily on the guidelines your instructor has given you.

Why is it important?

A literature review is important because it:

• Explains the background of research on a topic.
• Demonstrates why a topic is significant to a subject area.
• Discovers relationships between research studies/ideas.
• Identifies major themes, concepts, and researchers on a topic.
• Identifies critical gaps and points of disagreement.
• Discusses further research questions that logically come out of the previous studies.

Adapted from:  https://libguides.uwf.edu/c.php?g=215270&p=4439026  by Hillary Fox, University of West Florida,  hfox @uwf.edu.

Creating a Literature Review using the Matrix Method: 

A matrix review allows you to quickly compare and contrast articles in an easy to read format. It can help you to easily spot differences and similarities between journal articles and your nursing research topic. Review matrices are especially helpful for health sciences literature reviews that cover the scope of research over a given amount of time. 

Most literature reviews are set up in this format: 

Chart adapted from the book below: 

• Check out the e-book above for more help in creating a literature review matrix. 

Steps for Conducting a Literature Review

1. Choose Your Topic

• Review your PICO question and think about your central research question. To review the PICO process, please see Kerry Sewell's LibGuide on this subject. 

2. Decide on the scope of your review

• How many studies do you need to look at? 
• How comprehensive should it be? 
• How many years should it cover? 

3. Select the databases you want to use to conduct your searches (See the Databases Tab Above!)

4. Conduct your searches and find the literature. (Keep track of your searches, try using the Search Strategy Lab Notebook!)

• Review the abstracts and conclusions carefully. This will help you decide which articles actually fit the criteria you are looking for. 
• Write down the keywords you used and where you found them. 
• You can also use RefWorks to keep track of your citations. 

5. Review the Literature (This will probably be the most time consuming part)

• What was the research question of the study you are reviewing?  What were the authors trying to discover? 
• Was the research funded by a company or source that could influence the findings? (Such as Colgate® sponsoring a toothpaste study?)
• What were the research methodologies? Analyze the paper's literature review, the samples and variables used, the results and conclusions. Does the research seem to be complete? Could it have been conducted more soundly? What questions does it raise? 
• If there are conflicting studies, why do you think that is? 
• How are the authors of the paper viewed in the field? Has this study been cited by other publications? 

Literature Review Examples

Remember, a lit review provides an intelligent overview of the topic. There may or may not be a method for how studies are collected or interpreted. Lit reviews aren't always labeled specifically as "literature reviews," they may often be embedded with other sections such as an introduction or background. 

• Mentes, J.C., Salem, N., & Phillips, L.R. (2017). Ethnocultural gerontological nursing. An integrative literature review. Journal of Transcultural Nursing, 28(1), 79-97.  https://journals.sagepub.com/doi/pdf/10.1177/1043659615601483
• Rosa, D.F., Carvalho, M.V., & Pereira, N.R, et al. (2019). Nursing care for the transgender population: genders from the perspective of professional practice. Revista Brasilerira de Enfermagem, 72 (Suppl 1), 299-306.  http://www.scielo.br/pdf/reben/v72s1/0034-7167-reben-72-s1-0299.pdf
• Dahlke, S.A., Hunter, K.F., Negrin, K. (2019). Nursing practice with hospitalized older people: Safety and harm. International Journal of Older People Nursing, 14 (1), Article e1220.  https://onlinelibrary.wiley.com/doi/full/10.1111/opn.12220

Adapted from:  https://libguides.uwf.edu/c.php?g=215270&p=4439026  by Hillary Fox, University of West Florida, [email protected].

Carrie Forbes, MLS

• << Previous: Identifying Research Articles
• Next: Research Databases to Use >>
• Last Updated: Jul 26, 2022 6:15 PM
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How to Conduct a Literature Review (Health Sciences and Beyond)

• What is a Literature Review?
• Developing a Research Question
• Selection Criteria
• Database Search
• Documenting Your Search

Review Matrix

• Reference Management

Using a spreadsheet or table to organize the key elements (e.g. subjects, methodologies, results) of articles/books you plan to use in your literature review can be helpful. This is called a review matrix.

When you create a review matrix, the first few columns should include (1) the authors, title, journal, (2) publication year, and (3) purpose of the paper. The remaining columns should identify important aspects of each study such as methodology and findings.

Click on the image below to view a sample review matrix.

You can also download this template as a Microsoft Excel file .

The information on this page is from the book below. The 5th edition is available online through VCU Libraries.

• << Previous: Documenting Your Search
• Next: Reference Management >>
• Last Updated: Mar 15, 2024 12:22 PM
• URL: https://guides.library.vcu.edu/health-sciences-lit-review

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Matrix Method for Literature Review

Introduction.

Using a review matrix enables you to quickly compare and contrast articles in order to determine the scope of research across time. A review matrix can help you more easily spot differences and similarities between journal articles about a given research topic. Review matrices are especially helpful for health sciences literature reviews covering the complete scope of a research topic over time.

Organizing your Sources

Once you complete your research, organize your source by date in order to make it easier to see changes in research over time.

Every review matrix should have the same first three column headings: (1) authors, title, and journal; (2) publication year; (3) purpose.

It may be difficult to determine purpose from just a cursory review of the article. In some cases, it may be necessary to first read the paper fully to identify its purpose.

Choose your Remaining Column Topics

Next, carefully read all your articles. Note any important issues you identify. The following broad categories provide some suggestions for determining your own subject headings:

• Methodological - Methodology is often an important question. For example, if you are looking at tests of an Ebola vaccine beyond human subjects, it will be important to note what type of animal the test was carried out on, i.e. macaques or mice.
• Content-specific - Consider noting what was actually studied. For example, when looking at the effectiveness of traditional Chinese medicine in the treatment of illnesses, it would be important to note what illness was being studied.
• Geographical - It may be important to note where the research was completed. For example, if you want to compare the effects of the AIDS epidemic in different countries, you would use country as a column heading.

There are many ways to choose your column headings, and these are just a few suggestions. As you create your own matrix, choose column headings that support your research question and goals.

• Do not include column headings that are explicit in your research question. For example, if you are looking at drug use in adolescents, do not include a column heading for age of study participants. If the answer will be the same for every study, it's generally a bad choice for a column heading.
• Do not try to fully complete a review matrix before reading the articles. Reading the articles is an important way to discern the nuances between studies. 

Sample Review Matrix and Templates

• Review Matrix Example: Ebola Vaccine Clinical Studies This document includes a review matrix of two Ebola vaccine clinical reviews done on humans published by the National Institute of Health.
• Review Matrix Word Template A review matrix template in Microsoft Word.
• Review Matrix Excel Template A review matrix template for Microsoft Excel

More Information

Information found in this guide was adapted from the following book. 

Guide Credit

Information on this guide has been borrowed with permission from David Nolfi at Duquesne University .