Last updated on 2024年5月10日

What are the best tools and software for managing and organizing your literature review process?

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A literature review is a critical analysis of existing research on a topic, usually conducted as part of a larger project or study. It requires finding, evaluating, synthesizing, and organizing relevant sources from various databases, journals, books, and websites. This can be a daunting and time-consuming task, especially if you are doing a systematic literature review, which follows a rigorous and transparent methodology to answer a specific research question. Fortunately, there are some tools and software that can help you manage and organize your literature review process more efficiently and effectively. In this article, we will introduce some of the best ones and explain how they can benefit you.

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Mihran Muhammed

Assistant lecturer at University of Sulaimani
Muskaan Chaudhary

SHRM and HRCI Certified Human Resource Generalist || CHRMP Certified Advanced Human Resource Buisness Partner
Ankesh Saxena

32x Top Voices | Podcaster @ The Collaborative Canvas | Do you also hear what people say? | Learn and Grow | Market…

1 Search tools

One of the first steps in your literature review process is to search for relevant sources using keywords, filters, and criteria that match your research question and scope. There are many search tools available, but some of the most popular and comprehensive ones are Google Scholar, Scopus, Web of Science, and PubMed. These tools allow you to access a large and diverse range of publications, citations, abstracts, and full-texts from various disciplines and fields. They also offer features such as advanced search options, alerts, metrics, and export functions that can help you refine and update your search results.

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Mihran Muhammed

Assistant lecturer at University of Sulaimani
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Some tools and Databases that are helpful: - Web of Science - Scopus / Science Direct - Springer - IEEE - Publish and Perish - SciSpace - Semantic Scholar

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Muskaan Chaudhary

SHRM and HRCI Certified Human Resource Generalist || CHRMP Certified Advanced Human Resource Buisness Partner
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Zotero: To assist researchers with gathering, organizing, and citing sources, Zotero is a free, open-source reference management tool. It lets you store PDFs, web pages, and other types of documents and does the automatic creation of bibliographies and citations in different citation styles. Mendeley: Mendeley is another well-liked reference manager with tools for working with colleagues, finding new research, and organizing and annotating PDFs. It also offers integration with LaTeX and Microsoft Word, as well as citation management.

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Ankesh Saxena

32x Top Voices | Podcaster @ The Collaborative Canvas | Do you also hear what people say? | Learn and Grow | Market Research | Personal Branding | Consumer Insights | Sales | ESOMAR member | MRSI Member |
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Some of the best tools and software for managing and organizing your literature review process include Zotero, Mendeley, and EndNote for citation management and PDF organization. Evernote and OneNote are useful for note-taking and annotating articles. Tools like Covidence and Rayyan streamline the screening and selection process. Additionally, cloud storage solutions like Google Drive or Dropbox ensure accessibility and collaboration. Choose the tool that aligns best with your workflow and research needs.

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2 Reference managers

Once you have found some potential sources for your literature review, you need to store, manage, and cite them properly. This is where reference managers come in handy. These are software applications that help you create and organize your personal library of references, generate citations and bibliographies, and avoid plagiarism. Some of the most widely used reference managers are Zotero, Mendeley, EndNote, and RefWorks. They all have similar functions, but they differ in terms of compatibility, integration, collaboration, and customization options. You should choose the one that suits your preferences and needs best.

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Mihran Muhammed

Assistant lecturer at University of Sulaimani
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It almost depends on the reference manager features that the researcher prefers finding them helpful. For my experience: - Endnote - Zotero: is very easy and comfortable to use. As for now, it is easiest one among the reference managers to be integrated to other AI tools and platforms. - Mendeley

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Muskaan Chaudhary

SHRM and HRCI Certified Human Resource Generalist || CHRMP Certified Advanced Human Resource Buisness Partner
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EndNote: EndNote is a feature-rich reference management application that facilitates collaborative work, bibliography creation, and reference organization. It has sophisticated features like online database integration and citation styles that can be customized. RefWorks: RefWorks is an online reference management application that offers capabilities for sharing research with collaborators, arranging references, and producing bibliographies. It provides cloud-based storage along with Google Docs and Microsoft Word integration.

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3 Analysis tools

After you have collected and cited your sources, you need to analyze them critically and synthesize them into a coherent and meaningful argument. This can be challenging, especially if you have a large number of sources or complex data. Analysis tools can help you with this step by providing features such as coding, annotation, visualization, and summarization. Some of the most common analysis tools are NVivo, MAXQDA, Dedoose, and Quirkos. They are designed for qualitative and mixed-methods research, but they can also be used for quantitative data. They can help you identify themes, patterns, gaps, and contradictions in your literature review.

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Muskaan Chaudhary

SHRM and HRCI Certified Human Resource Generalist || CHRMP Certified Advanced Human Resource Buisness Partner
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Organizing and annotating PDFs, finding new research, and working with colleagues are all made possible with ReadCube, a reference manager and research platform. It additionally offers resources for tracking citations and locating pertinent articles. Paperpile: Paperpile is a reference manager created especially with the resources of Google Scholar and Docs in mind. It includes tools to collaborate with colleagues, arrange references, and cite sources in Google Docs. Integration with PubMed and other databases is also offered.

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4 Writing tools

The final step in your literature review process is to write your findings and conclusions in a clear, concise, and coherent way. Writing tools can help you with this step by providing features such as grammar checking, plagiarism detection, readability scoring, and feedback. Some of the most popular writing tools are Grammarly, Turnitin, Hemingway, and ProWritingAid. They can help you improve your writing style, accuracy, and clarity, as well as avoid common errors and pitfalls. However, they are not substitutes for human editing and proofreading, so you should always review your work carefully before submitting it.

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Muskaan Chaudhary

SHRM and HRCI Certified Human Resource Generalist || CHRMP Certified Advanced Human Resource Buisness Partner
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Notion: Notion is an all-purpose productivity tool for taking notes, arranging literature reviews, and working with others. It provides features and templates that can be customized for making wikis, kanban boards, and databases. Evernote: Evernote is an application for taking notes and organizing information. It can be used to annotate documents, manage literature reviews, and gather resources. It has tools to sync notes across devices, add tags, and arrange notes into notebooks.

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5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Muskaan Chaudhary

SHRM and HRCI Certified Human Resource Generalist || CHRMP Certified Advanced Human Resource Buisness Partner
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Microsoft OneNote: Integrated with the Microsoft Office suite, OneNote is a tool for organizing and taking notes. It has tools for taking and arranging notes, working with others in groups, and annotating documents. Trello: Track assignments, collaborate with colleagues, and arrange literature reviews using this project management application. It can be tailored to fit your unique workflow and includes features for making cards, lists, and boards.

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What are the best tools and software for managing and organizing your literature review process?

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1 Search tools

2 Reference managers

3 Analysis tools

4 Writing tools

5 Here’s what else to consider

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