How to write a PhD in a hundred steps (or more)

A workingmumscholar's journey through her phd and beyond, annotated bibliography to literature review: a way in.

This post reflects on the affordances and challenges of creating an annotated bibliography as a way in to scoping your field, and drafting your literature review, whether for a paper or a postgraduate thesis.

I am working on a project with 3 colleagues at the moment, the first part of which is writing a literature review scoping the relevant parts of the field addressed in this study. It’s a significant amount of reading, and this literature is new to me, so the work was daunting at first. I felt a bit overwhelmed at the scale of the reading, note-making and writing I would have to do to actually create a relatively short, concise literature review. One of the co-investigators helpfully suggested that one of the outputs be an annotated bibliography , out of which we could craft the literature review. I must add here that I then had to google what this was, because I have never written one before, although the term is not new.

books-colorful-book-5711

In essence, to create an annotated bibliography, you compile a list of relevant readings on the topic you are writing about, read these, and then create concise, focused summaries that evaluate the quality and accuracy of the source, and its relevance to the research you are doing (a useful example here ). Some guides say you should keep these to 150 words, others indicate that you can go up to about 300 or so words. The main point seems to be to go beyond a simple, descriptive summary of the article, to be critical of the source, and its relevance to your proposed research. It’s useful here to remember that critique is not criticism ; it is rather about inserting your researcher voice and position in relation to the text, and commenting from that position.

This all sounds rather simple, in theory. I am finding it a little harder in practice. This is partly because the summaries I tend to write in my reading journals  tend towards the descriptive, and only become critical when I evaluate their relevance and connection to my research. I don’t actually think all that critically about the quality or accuracy of the source, or the authority of the authors, unless this is obviously suspect (for example, a low-impact study that tries to be more, or data that is not clearly described or is atheoretically analysed). These papers, unless that really say something helpful, are usually left out of my eventual literature review.

In the annotated bibliography, you are creating sharp, focused annotations or commentaries (rather than summaries) that point to the type of study (qualitative/quantitative; larger/smaller scale; single/multi-context and so on); the theory or methodology perhaps (as this influences relevance and also accuracy or quality); how (and how clearly or effectively) the argument is made; and how/why the article is relevant to the research you are doing. As you start to grow your bibliography, you can add a comment about how the study connects with, extends or contradicts other studies you have included thus far.

open-book-library-education-read-159621

My research is at play here, of course, as it is guiding the selection of sources, and what I am looking for in the reading I am doing. However, I am finding that my argument is rather fuzzier than it could be at this stage; the reading is guided by a general sense of what I am trying to find out about, but my actual argument is not yet formed. I am finding this tricky, as I am working with literature that is new to me. I don’t necessarily know who the ‘names’ are , or what the influential studies are. I’m starting to work this out as the same studies and names are cited over and over in the papers I am reading, but I’m still getting the ‘lie of the land’. But, while I may not yet have my firm argument, I am able to see it emerging from the mists because I know the basic problem or question I am trying to answer.

Holding onto a basic, albeit fuzzy, sense of why I am doing all of this and what I am looking for enables me to manage the annotation process more effectively.  I can trim out readings that are irrelevant, too old, or otherwise unfit for this purpose, and add in new readings that are useful and on point. I can keep the annotations clear, concise and focused on the research problem. I can start to make connections between studies, seeing how the authors are talking to one another, and creating a conversation in which there are both agreements and disagreements. This all takes me closer to my literature review, which is where I will make and defend an argument of sorts in response to my research question.

In the literature review I will be doing far more than copying and pasting from my summaries: I will be drawing out key themes in relation to my research problem/question, and elaborating on these using the annotations I have created, but rewriting and connecting these into a framework that illuminates: what the research problem is; why this problem needs to be addressed in our context; how it has been addressed in other contexts; and where the gap is that this project seeks to fill, i.e. the contribution or argument advanced in this research. This will then set us up for creating a suitable methodological plan for going about evidencing or supporting our argument.

puzzle

I have, as I said, never done an exercise like this before. But, I am really enjoying the intellectual challenge of creating the annotations – it has taken me a while to work this out and the word limit is tough! I am excited at how ‘organically’ the debates, conversations and connections between the different contexts and studies within the readings are emerging, like a puzzle slowly forming out of a mess of pieces. Putting it all into one document – one long bibliography – may seem unwieldy, but this enables me to search for key terms, and to pull threads together in the literature review that is not starting to take shape. It’s making my literature review work less overwhelming, because the annotations are written in my own words, contain my research position, and are critical rather than descriptive, so I am well on my way to creating a literature review that comments on , rather than summarises, the relevant body of literature, and does so in relation to my research problem.

Given how stressful literature reviews are for so many postgraduate writers, and how many are critiqued for being too descriptive and not critical enough, this ‘tool’ could be a useful, practical and manageable way in to your field, and to finding your researcher voice and position.

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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

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Literature Reviews

Annotated bibliographies, writing the literature review, matrix for organizing sources for literature reviews / annotated bibliographies, sample literature reviews.

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A literature review is a synthesis of published information on a particular research topics. The purpose is to map out what is already known about a certain subject, outline methods previously used, prevent duplication of research, and, along these lines, reveal gaps in existing literature to justify the research project.

Unlike an annotated bibliography, a literature review is thus organized around ideas/concepts, not the individual sources themselves. Each of its paragraphs stakes out a position identifying related themes/issues, research design, and conclusions in existing literature.

An annotated bibliography  is a bibliography that gives a summary of each article or book. The purpose of annotations is to provide the reader with a summary and an evaluation of the source. Each summary should be a concise exposition of the source's central idea(s) and give the reader a general idea of the source's content.

The purpose of an annotated bibliography is to:

  • review the literature of a particular subject;
  • demonstrate the quality and depth of reading that you have done;
  • exemplify the scope of sources available—such as journals, books, websites and magazine articles;
  • highlight sources that may be of interest to other readers and researchers;
  • explore and organize sources for further research.

Further Reading:

  • Annotated Bibliographies (Purdue OWL)
  • How to Prepare an Annotated Bibliography (Cornell University)

" Literature Reviews: An Overview for Graduate Students " 2009. NC State University Libraries

Review the following websites for tips on writing a literature review:

Literature Reviews. The Writing Center, University of North Carolina at Chapel Hill. 

Write a Literature Review: Virginia Commonwealth University. 

  • Matrix for Organizing Sources

Levac, J., Toal-Sullivan, D., & O`Sullivan, T. (2012). Household Emergency Preparedness: A Literature Review.  Journal Of Community Health ,  37 (3), 725-733. doi:10.1007/s10900-011-9488-x

Geale, S. K. (2012). The ethics of disaster management.  Disaster Prevention and Management,  21 (4), 445-462. doi:http://dx.doi.org/10.1108/09653561211256152

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turning an annotated bibliography into a literature review

Annotated Bibliographies and Literature Reviews

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What is an Annotated Bibliography

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Difference Between a Literature Review and an Annotated Bibliography

Literature review.

A literature review should not be confused with an annotated bibliography. A literature review is not simply a summary of information you have found on a topic. Literature reviews are more in depth and provides analysis of multiple works relating to a research question. An annotated bibliography is a list of the resources, that you consulted when working on a research project. Each citation is accompanied by a brief written analysis of its usefulness to your research.

turning an annotated bibliography into a literature review

Courtesy of Washington University Library

“Library Guides: Annotated Bibliographies: Overview.” Overview - Annotated Bibliographies - Library Guides at University of Washington Libraries , guides.lib.uw.edu/tacoma/annotated.

Purdue Owl Annotated Bibliographies

Purdue owl annotated bibliography information, annotated bibliography breakdown, stem cell research: an annotated bibliography.

Holland, Suzanne. The Human Embryonic Stem Cell Debate: Science, Ethics, and Public Policy . Boston: MIT P, 2001.

This is the annotation of the above source, which is formatted according to MLA 2016 (8 th ed.) guidelines for the bibliographic information listed above. If one were really writing an annotation for this source, one would offer a brief summary of what this book says about stem cell research.

After a brief summary, it would be appropriate to assess this source and offer some criticisms of it. Does it seem like a reliable and current source? Why? Is the research biased or objective? Are the facts well documented? Who is the author? Is she qualified in this subject? Is this source scholarly, popular, some of both?

The length of your annotation will depend on the assignment or on the purpose of your annotated bibliography. After summarizing and assessing, you can now reflect on this source. How does it fit into your research? Is this a helpful resource? Too scholarly? Not scholarly enough? Too general/specific? Since "stem cell research" is a very broad topic, has this source helped you to narrow your topic?

Senior, K. "Extending the Ethical Boundaries of Stem Cell Research." Trends in Molecular Medicine , vol. 7, 2001, pp. 5-6.

Not all annotations have to be the same length. For example, this source is a very short scholarly article. It may only take a sentence or two to summarize. Even if you are using a book, you should only focus on the sections that relate to your topic.

Not all annotated bibliographies assess and reflect; some merely summarize. That may not be the most helpful for you, but, if this is an assignment, you should always ask your instructor for specific guidelines.

Wallace, Kelly. "Bush Stands Pat on Stem Cell Policy." CNN . 13 Aug. 2001.

Using a variety of sources can help give you a broader picture of what is being said about your topic. You may want to investigate how scholarly sources are treating this topic differently than more popular sources. But again, if your assignment is to only use scholarly sources, then you will probably want to avoid magazines and popular web sites.

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  • How to Prepare an Annotated Bibliography
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  • Literature Reviews
  • What is an Annotated Bibliography?
  • Examples of Annotated Bibliographies

Difference between Annotated Bibliography and Literature Review

Although both types of writing involve examining sources, a literature review attempts to correlate the information and draw connections between the sources.

Examples of Literature Reviews

  • Student Example
  • Journal Example

Citation Help

  • MLA Center The Modern Language Association website can help you cite sources in MLA style.
  • APA Style Blog The American Psychology Association can help you cite sources in APA style.
  • Chicago Manual of Style Use this site to help you site sources in Chicago Manual of Style.
  • Purdue's Online Writing Lab (OWL) Purdue's Online Language Writing Lab contains up-to-date information on MLA and APA styles.

What is a Literature Review?

Literature Review - from The Writing Center at UNC Chapel Hill

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

Organizing a Literature Review

There is not one "standard" for literature reviews but they should include the following:

  • 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 your literature review:

  • Chronological: If your review follows the chronological method, you write about your materials according to when they were published. The oldest date is first and the most recent publication date is last.
  • By publication: Order your sources by publication chronology, then, only if the order demonstrates a more important trend.
  • By trend: A better way to organize 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.
  • 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, 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. A methodological scope will influence either the types of documents in the review or the way in which these documents are discussed.
  • << Previous: Examples of Annotated Bibliographies

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Things to remember.

turning an annotated bibliography into a literature review

Be Selective

Summarize and Synthesize

Keep Your Own Voice

Use Caution When Paraphrasing

Revise, Revise, Revise

Source: Literature Reviews - The Writing Center at UNC Chapel Hill

Things to Clarify

Items to clarify if not in assignment:

  • How many sources should be included?
  • What types of sources should be included? (scholarly articles, books, websites, etc.)
  • Should information be reviewed by a common theme or issue?
  • Should subheadings and background information be provided? (i.e. definitions and/or a history?)
  • Should the review be in chronological or publication order?
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turning an annotated bibliography into a literature review

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Annotated Bibliographies & Literature Reviews

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How are annotated bibliographies and literature reviews related? 

Annotated bibliographies collect sources and present citations along with a summary and analysis that connects the information to your research question. In a literature review , the author synthesizes multiple sources together to present the major themes, arguments and theories around a topic. 

Therefore, an annotated bibliography can provide an opportunity to review and analyze individual sources before o rganizing them around common denominators found across sources. 

turning an annotated bibliography into a literature review

Creating an annotated bibliography: 

  • Review your assignment to determine how your professor would like your annotated bibliography to look.
  • Search ! The "Strategic Searching" and "Locating Sources Online & At Pace" pages on this guide for assistance in locating potential sources. 
  • Create the citations for your sources. 
  • Write a paragraph for each citation summarizing, analyzing and determining the relevance of that source to your paper.                                                                       Icon by freepik

Examples: 

  • University of Wisconsin: Annotated Bibliographies Research Guide This Research Guide page walks through the step by step process of creating an annotated bibliography.
  • Rasmussen College: Annotated Bibliography Research Guide Watch the video and see an example of an annotated bibliography.

Two questions at the top: How does gender bias in the US healthcare system affect women as patients and their health outcomes? and How do social media algorithms impact the increase in extremest rhetoric in America? Ask a question that has a complex answer not answerable with a Googles search

Literature reviews serve a purpose in research by: 

  • Showing the writer's understanding of their topic area including key concepts, terminology, theories and definitions
  • Identifying what research has been done in that area
  • Finding gaps in the research or current areas of interest to help the writer tweak their own research question, if needed
  • Identifying main areas of agreement, disagreement or controversy within the topic area
  • Convincing the reader that your research question is significant, important and interesting

You are writing a MAP to the scholarly conversation on your topic.

  • Planning and Creating a Literature Review Video Tips for searching, analyzing, and organizing sources for your literature review.

For your Literature Review you will summarize, evaluate, and synthesize, existing scholarship related to your research question. This "scholarship" is found in academic, scholarly, peer-reviewed journals. These differ from magazines and articles written for the general public because scholarly journals are written for researchers and experts in the discipline area. 

Image of a scholarly article with individual parts labeled

Click the link below titled, "Anatomy of a Scholarly Journal Article" to view an  interactive journal article and review what each section means.

You may need a few peer reviewed sources for your literature review. But what does that mean?

Peer-reviewed and refereed publications  include articles that are read and approved by an editor and one or more experts in that field to confirm accuracy of information and the contribution of that information to the scholarly conversation. 

  • Anatomy of a Scholarly Journal Article Click to explore what makes up a "scholarly journal article." From the North Carolina State University Library.
  • How to Read a Scholarly Article A visual demonstration, from Western Libraries.
  • Example of a Scholarly Article
  • Example #2 of a Scholarly Journal
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Conducting a Literature Review

  • Creating an Annotated Bibliography
  • The Research Process
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An annotated bibliography is a list of citations to books, articles, documents and other resources. Each citation is followed by a brief (usually about 150 words) descriptive and evaluative paragraph, the annotation. The purpose of the annotation is to inform the reader of the relevance, accuracy, and quality of the sources cited.

  • Annotated Bibliographies Guide from the OWL Offers information about bibliographies, annotations, and how they are useful for your research.
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  • The Literature Review: A Few Tips On Conducting It Created by Written by Dena Taylor, Health Sciences Writing Centre, University of Toronto.
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  • Annotated Bibliography Review Chapter 7 - Section 2>> Annotated Bibliographies.

The Literature Review

According to Hart (1998), “A literature review is an objective, thorough summary and critical analysis of the relevant available research and non-research literature on the topic being studied” (as cited in Cronin, Ryan & Coughlan 2008).

The Literature Review Process

  • Selecting a review topic
  • Searching the literature
  • Gathering, reading and analyzing the literature
  • Writing the review

Lit Review Process

turning an annotated bibliography into a literature review

Types of Literature Reviews

  • Systematic literature review

Implemented in response to specific questions about clinical practice; designation of criteria for including/excluding literature is important part of this type of review.

Purpose : aims at producing an inclusive list of the entire literature on a topic; set apart the literature on a topic based on predefined criteria; assess and synthesize these sources

  • Traditional or narrative review

Summarizes, synthesizes and discusses literature on chosen topic; selective with regard to sources included.

Purpose : to give a comprehensive overview of the literature in a chosen area; to identify gaps in existing research; to develop conceptual framework; to refine research topic/question

(Cronin et al. 2008, 38)

Questions your lit review should answer

  • Why is this subject important?
  • Who else thinks it is important?
  • Who has worked on this subject before?
  • Who has done something similar to what I am doing?
  • What can be adapted to my own study?
  • What are the gaps in the research?
  • Who is going to use my material?
  • What use will my project be?
  • What will my contribution be?
  • What specific question will I answer?
  • What specific questions will my research not be able to address?

(Murray 2006:115)

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Annotated Bibliography vs Literature Review

Prof M Lambert

  • By Prof M Lambert
  • November 12, 2020

DiscoverPhDs_Annotated_Bibliography_Literature_Review

If you’re undertaking a research project or writing a thesis in the US, be it at undergraduate, postgraduate, or PhD level, you may be wondering what the difference between an annotated bibliography and a literature review is.

Both are important sections of a research paper and aim to give context to the sources cited around a particular research problem. A literature review places a stronger emphasis on the importance of the findings of a paper, whilst an annotated bibliography focuses on the quality, validity, and relevance of the source of information itself.

What is a Literature Review?

A literature review summarises the research findings of others in a specific topic (this can be from a range of publications including scholarly journal articles, textbooks, interviews, and magazines), critically appraises their work, and uses this information to develop the research project at hand. The purpose of this section is also to identify any gaps in knowledge that exist in the research topic and how your research project can help address them. The literature review also allows you to question the research carried out, for example: does one author’s argument conflict with another’s?, or are a particular author’s conclusions valid?

What is an Annotated Bibliography?

Firstly, a bibliography is the list of sources referred to in a body of work. You should be familiar with this for any essay you have written – think of the APA style references you normally include. This includes important information about the source such as the author name, document title, date of publication, and page number (if applicable). The exact information differs depending on the source type – for example, a scholarly journal article may require a DOI ( Digital Object Identifier ) to be included in the citation, whilst a website will require a URL. The bibliography has several uses, primarily it serves as a reference point for readers who wish to read further into the statements made in a body of work. It also allows readers to question statements and verify the information provided in the body of work.

An annotated bibliography is a list of sources used in your body of work, which includes a brief summary for each source. These summary annotations evaluate the sources of information with regards to their accuracy and quality and identify any potential reasons for bias. As with a standard bibliography, an annotated bibliography should present sources alphabetically in a list-style format. The source summaries are typically around 150 words, though this can vary depending on the nature of the source.

Annotated Bibliography vs Literature Review – What are the differences?

The literature review is presented in a more conversational tone (essay format), as it looks to relate the findings of the source to the research question under review. In comparison, the annotated bibliography is much more structured and factual. It may evaluate sources that only have an indirect relevance to the current project.

Another difference is the length. As mentioned earlier, the annotation summaries are around 150 words per source. The literature review, on the other hand, is typically somewhere between 6,000 – 12,000 words. This reinforces the fact that the annotated bibliography is a concise assessment of the source, whilst the literature review is a comprehensive appraisal of the current knowledge and contributions around a particular topic. For example, the annotated bibliography may comment on a research paper which conducted a similar study and note information such as the scale of the experiments, how they were conducted, and which parameters were controlled. In the literature review this same source of information may be discussed further: what were the limitations of this type of experiment, how does the methodology compare to other studies, do the findings support your argument, and was the scale big enough to draw valid conclusions.

Students preparing a dissertation or thesis should use their annotation summaries to help develop their literary review. This can be done by using the information provided in the bibliography as a reference point to help paint the bigger picture in the literature review.

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Christian is a PhD student at the University of Leeds. His research project investigatores the role of the molecular clock in sympathetic preganglionic neurons.

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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.

Module 10: The Research Process—Finding and Evaluating Sources

Annotated bibliographies and literature reviews, learning objectives.

  • Describe the structure and value of an annotated bibliography

Annotated Bibliographies

Text describing that an annotated bibliography consists of the bibliographic information, plus annotations, or notes explaining what the writer learned from the source.

Figure 1 . Annotated bibliographies are helpful when finding sources and determining how that source might be helpful for your paper.

An annotated bibliography is a list of all your sources, including full citation information and notes on how you will use the sources. Writers often create annotated bibliographies as a part of a research project, as a means of recording their thoughts and deciding which sources to actually use to support the purpose of their research. Some writers include annotated bibliographies at the end of a research paper as a way of offering their insights about the sources’ usability to their readers.

College instructors often assign annotated bibliographies as a way to help students think through their sources’ quality and appropriateness to their research question or topic. Although it may take a while to complete the annotated bibliography, the annotations themselves are relatively brief.

Link to Learning

You can  see a sample annotated bibliography from a student if you have not completed an annotated bibliography in the past.

Why Annotated Bibliographies?

Annotated bibliographies are useful for several reasons. If you keep one while you research, the annotated bibliography will function as a useful guide. It will be easier for you to revisit sources later because you will already have notes explaining how you want to use each source. If you find an annotated bibliography attached to one of the sources you are using, you can look at it to find other possible resources.

Constructing Your Citations

The first part of each entry in an annotated bibliography is the source’s full citation. We examine citations in another section of this course, and detailed instructions for creating the citation can be found in the style manual for whatever format (APA, MLA, etc.) your professor wants you to use.

What to Include in Each Annotation

A good annotation has three parts, in addition to the complete bibliographic information for the source:

  • a brief summary of the source ,
  • a critique and evaluation of credibility, and
  • an explanation of how you will use the source in your essay .

Start by stating the main idea of the source. If you have space, note the specific information that you want to use from the source, such as quotations, chapters, or page numbers. Then explain if the source is credible, and note any potential bias you observe. Finally, explain how that information is useful to your own work.

You may also consider including the following information:

  • an explanation about the authority and/or qualifications of the author
  • the main purpose of the work
  • any detectable bias or interpretive stance
  • the intended audience and level of reading

Writing the Annotated bibliography

Keep these suggestions in mind as you construct an annotated bibliography:

  • a relatively narrow focus:  a relatively narrow research question or a working thesis sentence with a clear angle
  • select the sources most related:  skim the sources first; then more carefully read those that seem useful to your research focus.
  • summarize the source: reproduce the author’s main ideas in your own words. Be careful to change the wording and the structure as you put the information from the source into your own words.
  • analyze the source: ask yourself questions. Is there enough relevant information to address my narrow focus? Does the author delve deeply into the subject as opposed to offering a general overview? What type of evidence does the author use? Does the author use statistical information accurately, to the best of my knowledge?
  • evaluate the source’s usefulness  to the narrow focus of your research. Make connections between the source and your focus for your project.
  • use the assigned bibliographic style  (usually MLA or APA style) to create the bibliography entry that begins each annotated source on your list.

In most annotated bibliographies, the summary, analysis, and evaluation for each source becomes the body of the annotation for that source. Some annotated bibliographies may not require all three of these elements, but most will. Be sure to consult your instructor, and ask questions if you’re unsure about the required elements within each entry of your annotated bibliography.

Example Annotation

Source: Farley, John. “The Spontaneous-Generation Controversy (1700–1860): The Origin of Parasitic Worms.”  Journal of the History of Biology , 5 (Spring 1972), 95–125.

  • Notes: This essay discusses the conversation about spontaneous generation that was taking place around the time that  Frankenstein  was written. In addition, it introduces a distinction between abiogenesis and heterogenesis. The author argues that the accounts of spontaneous generation from this time period were often based on incorrect assumptions: that the discussion was focused primarily on micro-organisms, and that spontaneous-generation theories were disproved by experiments. The author takes a scientific approach to evaluating theories of spontaneous generation, and the presentation of his argument is supported with sources. It is a reliable and credible source. The essay will be helpful in forming a picture of the early 19th-century conversation about how life is formed, as well as explaining the critical perception of spontaneous-generation theories during the 19th century.

Literature Review

The literature of a literature review is not made up of novels and short stories and poetry—but is the collection of writing and research that has been produced on a particular topic.

The purpose of the literature review is to give you an overview of a particular topic. Your job is to discover the research that has already been done, the major perspectives, and the significant thinkers and writers (experts) who have published on the topic you’re interested in. In other words, it’s a survey of what has been written and argued about your topic.

By the time you complete your literature review you should have written an essay that demonstrates that you:

  • Understand the history of what’s been written and researched on your topic.
  • Know the significance of the current academic thinking on your topic, including what the controversies are.
  • Have a perspective about what work remains to be done on your topic.

Thus, a literature review synthesizes your research into an explanation of what is known and what is not known on your topic. If the topic is one from which you want to embark on a major research project, doing a literature review will save you time and help you figure out where you might focus your attention so you don’t duplicate research that has already been done.

Just to be clear: a literature review differs from a research paper in that a  literature review  is a summary and synthesis of the major arguments and thinking of experts on the topic you’re investigating, whereas a research paper supports a position or an opinion you have developed yourself as a result of your own analysis of a topic.

Another advantage of doing a literature review is that it summarizes the intellectual discussion that has been going on over the decades—or centuries—on a specific topic and allows you to join in that conversation (what academics call academic discourse) from a knowledgeable position.

The following presentation will provide you with the basic steps to follow as you work to complete a literature review.

Literature Reviews

annotated bibliography:  a list of your sources for your research, including full citation information and notes on how you will use the sources

literature review:  a summary and synthesis of the major arguments and thinking of experts on the topic you’re investigating

  • Literature Reviews. Provided by : Excelsior College Online Writing Lab. Located at : https://owl.excelsior.edu/research/literature-reviews/ . License : CC BY: Attribution
  • Annotated Bibliographies. Provided by : Excelsior OWL. Located at : https://owl.excelsior.edu/research/annotated-bibliographies/ . License : CC BY: Attribution
  • Using Your Sources. Provided by : Boundless. Located at : https://courses.lumenlearning.com/boundless-writing/chapter/using-your-sources/ . License : CC BY-SA: Attribution-ShareAlike

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Literature Review and Evidence Synthesis

  • Reviews as Assignments

What is an Annotated Bibliography?

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turning an annotated bibliography into a literature review

Description : 

An annotated bibliography is a list of citations such as books, articles, and documents (a bibliography) with a brief summary and/or evaluation (annotation) for each citation. The purpose of the annotation is to inform the reader of the relevance, accuracy, and quality of the sources cited. Unlike other types of reviews, annotated bibliographies do not have established standards. Your bibliography will be guided primarily by its purpose and instructor guidelines (for class assignments).

What to cover in an annotation:

  • Main focus, purpose, or claim of the work
  • The usefulness of the citation to your research topic or goal
  • The reliability, trustworthiness and quality of the source
  • * Always refer to the requirements of the assignment

The Process: 

  • Creating an annotated bibliography involves a concise background explanation, succinct analysis and informed research. 
  • Search and collect relevant citations
  • Examine and review the articles
  • These articles should include a variety of viewpoints, address disagreements and controversies around a research topic
  • Cite the works using an appropriate citation style
  • Write a brief annotation for each citation

Guidance for Annotated Bibliographies : 

  • Purdue OWL: Annotated Bibliographies
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Charles Sturt University

Literature Review: Annotated bibliography

  • Traditional or narrative literature reviews
  • Scoping Reviews
  • Systematic literature reviews

Annotated bibliography

  • Keeping up to date with literature
  • Finding a thesis
  • Evaluating sources and critical appraisal of literature
  • Managing and analysing your literature
  • Further reading and resources

Creating an annotated bibliography part 1

Creating an annotated bibliography part 2

An annotated bibliography is a bibliography where references are given annotations or notes. There are generally four types of annotations - 

  • Descriptive annotations that describe the work
  • Summary annotations that provide a summary of the key points of a particular work
  • Critical annotations which evaluate where the work fits or doesn't fit within your research topic
  • Combined annotations which use all or some of the above styles.

Depending on your assignment you may be asked to reflect, summarise, critique, evaluate or analyse the source. You may be asked to find a specific number of items to include in the annotated bibliography. These items are most commonly refereed or peer reviewed journal articles but can include book chapters, books, conference papers and other information sources.  You may be asked to write an annotated bibliography as a stand alone assignment or as a component of a larger project. 

Questions to consider

You need to consider carefully the texts that you select for your annotated bibliography. Keep the following questions in mind to help clarify your choices.

  • What topic/ problem am I investigating?
  • What question(s) am I exploring? Identify the aim of your literature research.
  • What kind of material am I looking at and why? Am I looking for journal articles, reports, policies or primary historical data?
  • Am I being judicious in my selection of texts? Does each text relate to my research topic and assignment requirements?

What are the essential or key texts on my topic? Am I finding them? Are the sources valuable or often referred to in other texts?

Which writing style should I use in the annotations?

  • Each annotation should be concise. Do not write too much—remember, you are writing a summary, not an essay. Annotations should not extend beyond one paragraph unless otherwise stipulated in your assignment guidelines. As this is not an extended piece of writing, only mention significant and relevant details.
  • Any information apparent in the title of the text or journal can be omitted from the annotation.
  • Background materials and references to previous work by the same author usually are not included. As you are addressing one text at a time, there is no need to cross reference or use in-text citations to support your annotation.
  • Unless otherwise stipulated, you should write in full sentences using academic vocabulary.

Further Reading : University Of New South Wales Annotated Bibliography

EndNote for Annotated Bibliographies

Using endnote to create an annotated list..

Step 1. Create an EndNote group for your annotated bibliography references.

Step 2. Creating your Annotated list in a Word document.

  • Select the references that you want to use, by either selecting the whole group or select multiple references using the Ctrl key for Windows, or Command key if using a Mac.
  • Use the Copy formatted shortcut, Ctrl k to copy these to your clipboard.

Step 3. Paste the results to your Word document.

  • You can insert your annotations below each reference to create your annotated Bibliography.

Note: The references below do not show the required indent for APA 7th, due to this guide's settings.

Bay, U. (2013). Transition town initiatives promoting transformational community change in tackling peak oil and climate change challenges.  Australian Social Work, 66 (2), 171-186. https://doi.org/10.1080/0312407X.2013.78120

This paper focuses on quis autem vel eum iure reprehenderit qui in ea voluptate velit esse quam nihil molestiae consequatur, vel illum qui dolorem eum fugiat quo voluptas nulla pariatur?

Beaumont, E., Chester, P., & Rideout, H. (2017). Navigating ethical challenges in social media: Social work student and practitioner perspectives.  Australian Social Work, 70 (2), 221-228. https://doi.org/10.1080/0312407X.2016.1274416

This gives and interesting perspective of ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur? Quis autem vel eum iure reprehenderit qui in ea voluptate velit esse quam nihil molestiae consequatur, vel illum qui dolorem eum fugiat quo voluptas nulla pariatur?

Beddoe, L. (2010). Social work and power.  Australian Social Work, 63 (3), 361-362. https://doi.org/10.1080/0312407X.2010.500650

The author presents a case where quis autem vel eum iure reprehenderit qui in ea voluptate velit esse quam nihil molestiae consequatur, vel illum qui dolorem eum fugiat quo voluptas nulla pariatur?

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What is An Annotated Bibliography?

An annotated bibliography is a list of sources (books, articles, websites, etc.) with short paragraph about each source. An annotated bibliography is sometimes a useful step before drafting a research paper, or it can stand alone as an overview of the research available on a topic.

Each source in the annotated bibliography has a citation - the information a reader needs to find the original source, in a consistent format to make that easier. These consistent formats are called citation styles.  The most common citation styles are MLA (Modern Language Association) for humanities, and APA (American Psychological Association) for social sciences.

Annotations are about 4 to 6 sentences long (roughly 150 words), and address:

  •     Main focus or purpose of the work
  •     Usefulness or relevance to your research topic 
  •     Special features of the work that were unique or helpful
  •     Background and credibility of the author
  •     Conclusions or observations reached by the author
  •     Conclusions or observations reached by you

Annotations versus Abstracts

Many scholarly articles start with an abstract, which is the author's summary of the article to help you decide whether you should read the entire article.  This abstract is not the same thing as an annotation.  The annotation needs to be in your own words, to explain the relevance of the source to your particular assignment or research question.

APA 7th Annotated Bibliography Examples

Journal article.

Alvarez, N. & Mearns, J. (2014). The benefits of writing and performing in the spoken word poetry community.  The Arts in Psychotherapy, 41 (3), 263-268.  https://doi.org/10.1016/j.aip.2014.03.004 Prior research has shown narrative writing to help with making meaning out of trauma. This article uses grounded theory to analyze semi-structured interviews with ten spoken word poets.  Because spoken word poetry is performed live, it creates personal and community connections that enhance the emotional development and resolution offered by the practice of writing. The findings are limited by the small, nonrandom sample (all the participants were from the same community).

  • APA 7th Sample Annotated Bibliography

Literature Review Resources

Literature Review How To  (Univrsity Library) offers useful tips on how to write a literature review and provides you with information on things you should and should not do.

Literature Reviews (Purdue OWL )

Review of Literature (University of Wisconsin)

Write a Literature Review (UC Santa Cruz)

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  4. Digital Annotated Bibliography THE SEQUEL

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COMMENTS

  1. Annotated bibliography to literature review: a way in?

    I felt a bit overwhelmed at the scale of the reading, note-making and writing I would have to do to actually create a relatively short, concise literature review. One of the co-investigators helpfully suggested that one of the outputs be an annotated bibliography, out of which we could craft the literature review. I must add here that I then ...

  2. Annotated Bibliography vs. Literature Review

    Notice, there a BIG DIFFERENCE between the two. An annotated bibliography is mostly a summary of the reading and a place for you to talk about how and why the literature fits in to your research. A Lit Review provides a summary + critical analysis + synthesis + overview of prior work done on a subject + reveals gaps in research. Structure.

  3. Writing a Literature Review from an Annotated Bibliography

    Follow up video on how to convert your annotated bibliography into a literature review. Other Useful Videos: Writing an Annotated Bibliography: https://www.y...

  4. Literature Reviews & Annotated Bibliographies

    An annotated bibliography is a bibliography that gives a summary of each article or book.The purpose of annotations is to provide the reader with a summary and an evaluation of the source. Each summary should be a concise exposition of the source's central idea(s) and give the reader a general idea of the source's content.

  5. Ultimate Comparison of Literature Review vs Annotated Bibliography

    Turning an annotated bibliography into a literature review is a seamless endeavor that requires a structured approach. By following specific steps, one can effortlessly transition from a list of sources with brief descriptions to a coherent narrative that synthesizes the knowledge gathered from the sources.

  6. PDF Comparing the Annotated Bibliography to the Literature Review

    An annotated bibliography must organize sources alphabetically, but a literature review is likely to use problem/solution, cause/effect, comparison/contrast, classification/division, or process to organize sources. The following illustration provides an example of the differences in layout between an annotated bibliography and a literature review.

  7. LibGuides: Annotated Bibliographies and Literature Reviews: Home

    A literature review is not simply a summary of information you have found on a topic. Literature reviews are more in depth and provides analysis of multiple works relating to a research question. An annotated bibliography is a list of the resources, that you consulted when working on a research project. Each citation is accompanied by a brief ...

  8. Literature Reviews

    There is not one "standard" for literature reviews but they should include the following: 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).

  9. What is the difference between a literature review and an annotated

    Literature reviews are set up similarly to other academic texts, with an introduction, a main body, and a conclusion. An annotated bibliography is a list of source references that has a short description (called an annotation) for each of the sources. It is often assigned as part of the research process for a paper.

  10. ENG 201: Research Introduction, Annotated Bibliography & Literature

    In a literature review, the author synthesizes multiple sources together to present the major themes, arguments and theories around a topic. Therefore, an annotated bibliography can provide an opportunity to review and analyze individual sources before o rganizing them around common denominators found across sources.

  11. Annotated Bibliographies

    Progressing Toward a Literature Review . An annotated bibliography can help you understand your information sources and how they relate to each other. A literature review is not just stringing together a series of annotated bibliographies. Usually, you will want to organize your ideas according to main ideas, themes, etc.

  12. Creating an Annotated Bibliography

    An annotated bibliography is a list of citations to books, articles, documents and other resources. Each citation is followed by a brief (usually about 150 words) descriptive and evaluative paragraph, the annotation. The purpose of the annotation is to inform the reader of the relevance, accuracy, and quality of the sources cited.

  13. Literature Reviews and Annotated Bibliographies

    Annotated Bibliography. Review Chapter 7 - Section 2>> Annotated Bibliographies. The Literature Review. According to Hart (1998), "A literature review is an objective, thorough summary and critical analysis of the relevant available research and non-research literature on the topic being studied ...

  14. How to 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.

  15. Annotated Bibliography vs Literature Review

    Another difference is the length. As mentioned earlier, the annotation summaries are around 150 words per source. The literature review, on the other hand, is typically somewhere between 6,000 - 12,000 words. This reinforces the fact that the annotated bibliography is a concise assessment of the source, whilst the literature review is a ...

  16. Writing a Literature Review

    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).

  17. Annotated Bibliographies and Literature Reviews

    Figure 1. Annotated bibliographies are helpful when finding sources and determining how that source might be helpful for your paper. An annotated bibliography is a list of all your sources, including full citation information and notes on how you will use the sources. Writers often create annotated bibliographies as a part of a research project ...

  18. Annotated Bibliography

    An annotated bibliography is a list of citations such as books, articles, and documents (a bibliography) with a brief summary and/or evaluation (annotation) for each citation. The purpose of the annotation is to inform the reader of the relevance, accuracy, and quality of the sources cited.

  19. Literature Review: Annotated bibliography

    Using EndNote to create an annotated list. Step 1. Create an EndNote group for your annotated bibliography references. Step 2. Creating your Annotated list in a Word document. Select the references that you want to use, by either selecting the whole group or select multiple references using the Ctrl key for Windows, or Command key if using a Mac.

  20. The Literature Review and the Annotated Bibliography

    In this episode, we explore how an well-written annotated bibliography can contribute to your literature review - and all in just 3 minutes and 10 seconds.

  21. Annotated Bibliography & Literature Review

    An annotated bibliography is sometimes a useful step before drafting a research paper, or it can stand alone as an overview of the research available on a topic. Each source in the annotated bibliography has a citation - the information a reader needs to find the original source, in a consistent format to make that easier.

  22. PDF Annotated Bi bl i ography to Lite r atur e Re vi e w

    an annotated bibliography on e ve ry rea di ng you do (the APA c i t a t i on wi t h a one para gra ph summ a ry of the reading below it). To turn an annotated bibliog ra phy int o a l i t e ra t ure re vi e w: 1) Add a brief second paragra ph under e a c h annota t i on in whi c h you provide a n ori gi na l a na l ysi s (not

  23. Webinar Recording: Literature Review and Annotated Bibliography Basics

    Visual: Slide changes to the title of the webinar, "Literature Review and Annotated Bibliography Basics" and the speaker's name and information: Michael Dusek, Writing Instructor, Walden University Writing Center. Audio: Hello, everyone. Welcome to today's webinar regarding lit reviews and annotated bibliographies.