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How to write a literature review - my simple 5 step process! thumbnail

How to write a literature review - my simple 5 step process!

Andy Stapleton·
5 min read

Based on Andy Stapleton's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Start by aligning on the research question and the purpose (“why”) with supervisors, because relevance depends on that clarity.

Briefing

A literature review becomes manageable when it’s built around a clear “why” and a deliberate structure that’s refined after reading widely enough to spot patterns. The process starts by locking down the research question with supervisors, because that clarity determines what belongs in the review and what doesn’t. Without that alignment, literature searches turn into a sprawling collection of papers rather than a targeted argument about the gap, context, and motivation for the research.

Step one is to work out the research question and the purpose behind it—often in close conversation with an academic supervisor who may have originated the project direction. The key is to understand what the supervisor is aiming for so the literature search can be guided by relevance. The transcript gives a concrete example from physical chemistry and surface science: the goal was to determine whether a solar cell could be made using an aqueous dispersion of nanoparticles—essentially creating a “solar ink” or “solar paint” that could generate electricity as the active layer. Getting multiple supervisors aligned on the direction helped ensure the literature review would support the same end goal.

Step two shifts from purpose to architecture. It’s about deciding which major topics must be brought together to answer the research question, using broad headers rather than fine-grained subheadings at first. The transcript recommends mapping overlapping subject areas like a Venn diagram—especially because cutting-edge work often sits at the boundaries between fields. Another organizing lens is “schools of thought,” where different researchers emphasize different interpretations or methods. Chronology can also work: tracing how a technology evolved (for example, the history of solar cells and efficiency improvements) to justify what comes next.

Step three turns the structure into a search strategy. With the major themes defined, the next move is to search systematically—Google Scholar is singled out as the starting point—and to group papers under the headings chosen in step two. Since this quickly produces a large pile of sources, organization becomes essential. The transcript describes a practical two-pronged method: print papers for reading away from a computer, then capture each paper’s main finding, authorship, challenges, and novelty in brief bullet notes on the first page. Those notes are then transferred into an Excel sheet with searchable fields (including topic area and unique details like different surfactants used to create nanoparticles). Tools like Mendeley are mentioned for reference management, but the Excel “cheat sheet” is positioned as the key to staying relaxed during later writing.

Step four is a digestion phase. After enough reading, the brain naturally starts connecting ideas and identifying overlaps, disagreements, and patterns. At that point, the earlier structure is revisited and adjusted, and subheadings are added under each major topic. The warning is to avoid trying to write polished prose before the outline is stable; otherwise, structure and wording get tangled.

Step five is writing the words in chunks. The transcript emphasizes daily writing sessions (for example, several hours split into blocks), using the notes and literature summaries as a guide. Each paragraph should connect back to the “why,” whether by summarizing findings, explaining how they relate to the research goal, or highlighting gaps the project aims to fill. Feedback from supervisors, plus optional editing for grammar and typos, rounds out the workflow. The overall message: structure first, read to synthesize, then write steadily—aiming for progress over perfection.

Cornell Notes

A literature review works best when it starts with a tightly defined research question and a clear “why,” agreed on with supervisors. Next, major topics are mapped into a workable structure using lenses like overlapping fields (Venn diagrams), schools of thought, or chronology. Then the search begins: papers are collected under those headings and organized in a searchable system (the transcript highlights Excel notes plus reference tools like Mendeley). After enough reading, subheadings emerge from patterns, overlaps, and disagreements found in the literature, and the outline gets refined before drafting. Finally, writing happens in daily, distraction-free chunks, with each paragraph tied back to the research purpose and gaps the project intends to address.

Why does the “why” and research question need to be clarified before searching for sources?

The transcript treats the research question and purpose as the fundamentals that determine relevance. When the research goal is crystal clear—especially through direct discussion with supervisors—literature searches become targeted: it becomes easier to identify what does not answer the question and what must be included. The example given is a project about making a solar cell using an aqueous dispersion of nanoparticles (a “solar ink/solar paint” concept). Aligning multiple supervisors on the direction ensured the literature review would support the same end objective rather than drifting into unrelated background.

What are practical ways to decide the major headings in a literature review?

The transcript recommends starting with broad topics rather than sub-headers. It suggests mapping overlapping areas as a Venn diagram, since advanced research often sits at the interfaces between fields. It also proposes organizing by “schools of thought” when researchers disagree or emphasize different approaches. Chronology is another option: for solar cells, tracing how earlier designs led to current efficiency levels can justify where the next improvement effort fits.

How should a researcher handle the flood of papers that results from searching under each heading?

The transcript emphasizes organization early. It describes a two-pronged workflow: print papers for reading off-screen, then write quick bullet notes on the first page capturing the main finding, who did it, challenges, and what was novel. Those details are then entered into an Excel sheet with fields like authors, broad topic area, and searchable notes (e.g., noting a different surfactant used to create nanoparticles). The ability to use Control+F in Excel is presented as a major advantage when writing later.

When does it make sense to add subheadings, and what should guide them?

Subheadings come after substantial reading and digestion. The transcript frames this as letting the brain connect patterns—overlaps, correlations, and disagreements—across papers. Once those connections appear, the earlier structure is revisited and tweaked, and subheadings are added under each major topic to reflect what was learned. The caution is to avoid writing polished prose before the structure is stable, because that can create confusion.

What does “writing in chunks” look like, and how should paragraphs stay anchored to the research purpose?

The transcript recommends scheduling daily writing sessions (e.g., several hours split into blocks) and drafting without aiming for perfection. Each paragraph should summarize what specific researchers found, then link it back to the project’s “why”—showing how the findings relate to the research goal, how they indicate progress toward the objective, or where gaps remain that the study intends to fill. Supervisor feedback is used to refine both content and grammar, and an editor can help catch persistent typos, especially for non-native English writers.

Review Questions

  1. What specific conversations with supervisors are necessary to lock down the research question and “why,” and how does that change what gets included in the literature review?
  2. How would you build a first-pass outline using one of the transcript’s methods (Venn diagram, schools of thought, or chronology), and what would you do next to test whether it works?
  3. What system would you use to organize 20–50+ papers per topic, and how would you ensure the notes remain searchable when drafting?

Key Points

  1. 1

    Start by aligning on the research question and the purpose (“why”) with supervisors, because relevance depends on that clarity.

  2. 2

    Choose major headings first by mapping overlapping fields, schools of thought, or chronology, then leave subheadings for later.

  3. 3

    Use a systematic search approach under each major heading (Google Scholar is recommended) and group papers by theme as you collect them.

  4. 4

    Build a searchable organization system early—Excel notes with Control+F plus reference management tools like Mendeley—to avoid losing key details.

  5. 5

    Let reading and synthesis happen before drafting: identify patterns, overlaps, and disagreements, then refine the outline with subheadings.

  6. 6

    Draft in scheduled, distraction-free writing blocks and connect each paragraph back to the research purpose and gaps the study aims to address.

  7. 7

    Prioritize progress over perfection: write first, then edit with supervisor feedback and optional professional editing for grammar/typos.

Highlights

A literature review becomes easier when the research question and “why” are nailed down with supervisors before searching.
Major headings can be built using Venn diagrams, schools of thought, or chronology—especially when work sits at the boundaries between disciplines.
Printing papers and converting each one into searchable Excel “cliff notes” (including novelty and challenges) can prevent chaos later.
Subheadings should emerge after enough reading to spot patterns and disagreements; drafting too early tangles structure and wording.
Daily writing in chunks, with every paragraph tied back to the research purpose, turns a daunting task into steady progress.

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