Literature Review Template (Excel)

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Writing a literature review for your research is not only about analyzing the relevant studies in your field of study. It requires critically analyzing and organizing all the studies that you have reviewed to quote them in your work. Maintaining a proper record of the studies you have reviewed will not only help you write a comprehensive review but will also help you maintain the highest level of academic integrity.

At WordLayouts, you will find a template for methodologically compiling your literature review. By offering fields for critical notes, direct quotes, and cross-references, it helps you to track your references, create a transparent trail of your research process, and avoid plagiarism.

How You Can Use This Template to Write Your Literature Review

This template is organized into columns for each key aspect of your literature review. Let us see each section and how you can use it to synthesize the studies you have reviewed.

Enter source information

Write the full citation of your source in the required style under the Source column. The formatting style can be APA, Chicago Manual, Harvard, etc., depending on your discipline.

Example

Smith, J. (2020). The Impact of AI on Market Trends. Journal of Technology and Innovation, 25(3), 123-145.

Specify the themes

Next,  identify the main topics addressed in the source and list them under the Theme(s) column. You will usually be able to find keywords in the abstract of the paper that specifies the themes the research discusses.

Example

Artificial Intelligence, Market Analysis, Technology Trends, Economic Impact

Document author(s) and year

In the next column, write the author(s) in the “Last Name, First Initial(s)” format and the year of publication. This keeps your data organized for quick referencing. Most research papers are collaborations and written by more than two authors. It is important that you write the name of each author in a specific format. 

Examples

1. Single Author:
Example:
Author(s): Smith, J. (2020)

2. Two Authors:
Example:
Author(s): Johnson, L., & Smith, J. (2021)

3. Three or More Authors:
Example:
Author(s): Brown, T., Johnson, L., & Lee, M. (2019)

4. Two Authors with the Same Surname (Different Initials):
Example:
Author(s): Johnson, A., & Johnson, L. (2018)

5. Two Authors with Same Surname (Same Initials):
Example:
Author(s): Johnson, A. A., & Johnson, A. A. (2020)

In cases like this, if both authors have the same initials, it’s important to clarify their full names or, if necessary, refer to their first names or middle initials to avoid confusion.

6. Group Author (e.g., Organization as Author):
Example:
Author(s): World Health Organization (WHO). (2022)

7. Editor as Author (If applicable):
Example:
Author(s): Smith, J. (Ed.). (2020)


note

When using editors, the designation “Ed.” or “Eds.” is used to denote that the person is an editor rather than an author.

Summarize key findings

In the Key Findings column, summarize the main conclusions or results of the study. This provides a snapshot of each source’s contribution to your review. The best strategy is to write down the main conclusions in brief, keeping in mind how you plan to use them to support your own theoretical framework. 

If the study has reached some quantifiable conclusions, then you must mention those in this column. 

Example

Key Findings: Smith (2020) found that AI-driven market predictions outperform traditional models by 30%, indicating a significant shift in industry strategies.

Describe the methodology

Evaluating the research methodology of the studies you have reviewed is necessary to understand how the research was conducted and interpret the results. Moreover, the methodology of a study is also important to assess the scientific rigor of a paper. Lastly, understanding the methodologies used in various research projects will help you choose the right methodology for your own work. You can choose the most appropriate method by analyzing the approaches used by other scholars in the field. 

In the template, you can add a summary of the research method used in the Methodology column to understand the study’s approach and context. Methodologies can be quantitative studies like surveys, cross-sectional studies, or descriptive methods like content analysis or observational studies. Or qualitative approaches like interviews, case studies, ethnography, etc. Furthermore, you should also specify the statistical techniques used for the analysis of the data. 

Example

Methodology: Quantitative analysis using regression models to evaluate market performance.

Include notes for reflection

The template features a Notes column where you can jot down observations, reflections, or connections to other sources.

Capture key quotes

Record significant quotes under Quote 1 and Quote 2, along with their page numbers. Writing down exact quotes is very important when using in-text citations. Once you have captured all the details here, you can easily insert the citations in your work with full accuracy and save time looking for them again.

Example

“AI is poised to revolutionize market forecasting in the next decade” (Smith, 2020, p. 130).

Cross-reference sources

Link related studies by listing them in the Cross References column. This helps track patterns or trends across your research. Linking or referencing related sources, information, or studies within your literature review or any other research document. 

Cross-referencing also helps establish connections between different works, showing how they are related or how one study supports, contrasts, or builds upon another.

Add URLs for easy access

If the source is available online, include the link in the URL column for quick access and verification. It is important to write the DOI in this section for better access.

DOI stands for Digital Object Identifier, a unique alphanumeric string used to permanently identify an electronic document or resource, such as academic journal articles, research papers, and other digital content. 

You can look up the DOI of your article on the article’s landing page or by searching on DOI.org. 

Key Highlights

  • The template can be accessed in multiple formats, like XLXS, XLTX, Google Sheets and ODS. 
  • Easily sort studies according to themes, years or any other criteria.
  • The text filter allows you to quickly search for specific authors, themes, methodologies, or findings.
  • You can analyze specific aspects of the literature through filters. 
  • Easily sort all entries alphabetically without having to manually create an organized list. 
  • If your literature focuses on multiple themes, you can create custom text filters to target specific keywords, phrases, or categories within your data. 

A thorough literature review is an important hallmark of any scholarly work. By studying all relevant scientific works in your subject, you can identify the research gap, choose the right methodology and write a reliable scientific work. A big challenge while analyzing studies is to properly organize them, record their key findings and maintain accuracy of author names and dates of publication. 

Organizing the studies will also help you present the literature in a coherent flow in your manuscript and build links between existing studies that support your theoretical framework.

This template provides an excellent system to arrange your literature review, whether it is for a scientific publication, your dissertation, thesis, or college research paper. This template comes with all the fields pre-defined, so you can save time by easily adding all the information about the article you reviewed and maintain consistency in your review process. However, if you need to add any column or remove anything not relevant for your particular study, you can easily do so in all available formats. 

The systematic method will also make it easy to create a bibliography at the end of your research project because you can copy all of the sources without worrying about leaving any out. 

Maintain academic rigor and integrity in your work by using this Excel-based template today and simplify your research process.