how to write a literature review manuscript

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• 04 December 2020
• Correction 09 December 2020

How to write a superb literature review

Andy Tay is a freelance writer based in Singapore.

You can also search for this author in PubMed   Google Scholar

Literature reviews are important resources for scientists. They provide historical context for a field while offering opinions on its future trajectory. Creating them can provide inspiration for one’s own research, as well as some practice in writing. But few scientists are trained in how to write a review — or in what constitutes an excellent one. Even picking the appropriate software to use can be an involved decision (see ‘Tools and techniques’). So Nature asked editors and working scientists with well-cited reviews for their tips.

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doi: https://doi.org/10.1038/d41586-020-03422-x

Interviews have been edited for length and clarity.

Updates & Corrections

Correction 09 December 2020 : An earlier version of the tables in this article included some incorrect details about the programs Zotero, Endnote and Manubot. These have now been corrected.

Hsing, I.-M., Xu, Y. & Zhao, W. Electroanalysis 19 , 755–768 (2007).

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Ledesma, H. A. et al. Nature Nanotechnol. 14 , 645–657 (2019).

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Brahlek, M., Koirala, N., Bansal, N. & Oh, S. Solid State Commun. 215–216 , 54–62 (2015).

Choi, Y. & Lee, S. Y. Nature Rev. Chem . https://doi.org/10.1038/s41570-020-00221-w (2020).

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Literature review: your definitive guide

Joanna Wilkinson

This is our ultimate guide on how to write a narrative literature review. It forms part of our Research Smarter series . 

How do you write a narrative literature review?

Researchers worldwide are increasingly reliant on literature reviews. That’s because review articles provide you with a broad picture of the field, and help to synthesize published research that’s expanding at a rapid pace .

In some academic fields, researchers publish more literature reviews than original research papers. The graph below shows the substantial growth of narrative literature reviews in the Web of Science™, alongside the percentage increase of reviews when compared to all document types.

It’s critical that researchers across all career levels understand how to produce an objective, critical summary of published research. This is no easy feat, but a necessary one. Professionally constructed literature reviews – whether written by a student in class or an experienced researcher for publication – should aim to add to the literature rather than detract from it.

To help you write a narrative literature review, we’ve put together some top tips in this blog post.

Best practice tips to write a narrative literature review:

• Don’t miss a paper: tips for a thorough topic search
• Identify key papers (and know how to use them)
• Tips for working with co-authors
• Find the right journal for your literature review using actual data
• Discover literature review examples and templates

We’ll also provide an overview of all the products helpful for your next narrative review, including the Web of Science, EndNote™ and Journal Citation Reports™.

1. Don’t miss a paper: tips for a thorough topic search

Once you’ve settled on your research question, coming up with a good set of keywords to find papers on your topic can be daunting. This isn’t surprising. Put simply, if you fail to include a relevant paper when you write a narrative literature review, the omission will probably get picked up by your professor or peer reviewers. The end result will likely be a low mark or an unpublished manuscript, neither of which will do justice to your many months of hard work.

Research databases and search engines are an integral part of any literature search. It’s important you utilize as many options available through your library as possible. This will help you search an entire discipline (as well as across disciplines) for a thorough narrative review.

We provide a short summary of the various databases and search engines in an earlier Research Smarter blog . These include the Web of Science , Science.gov and the Directory of Open Access Journals (DOAJ).

Like what you see? Share it with others on Twitter:

[bctt tweet=”Writing a #LiteratureReview? Check out the latest @clarivateAG blog for top tips (from topic searches to working with coauthors), examples, templates and more”]

Searching the Web of Science

The Web of Science is a multidisciplinary research engine that contains over 170 million papers from more than 250 academic disciplines. All of the papers in the database are interconnected via citations. That means once you get started with your keyword search, you can follow the trail of cited and citing papers to efficiently find all the relevant literature. This is a great way to ensure you’re not missing anything important when you write a narrative literature review.

We recommend starting your search in the Web of Science Core Collection™. This database covers more than 21,000 carefully selected journals. It is a trusted source to find research papers, and discover top authors and journals (read more about its coverage here ).

Learn more about exploring the Core Collection in our blog, How to find research papers: five tips every researcher should know . Our blog covers various tips, including how to:

• Perform a topic search (and select your keywords)
• Explore the citation network
• Refine your results (refining your search results by reviews, for example, will help you avoid duplication of work, as well as identify trends and gaps in the literature)
• Save your search and set up email alerts

Try our tips on the Web of Science now.

2. Identify key papers (and know how to use them)

As you explore the Web of Science, you may notice that certain papers are marked as “Highly Cited.” These papers can play a significant role when you write a narrative literature review.

Highly Cited papers are recently published papers getting the most attention in your field right now. They form the top 1% of papers based on the number of citations received, compared to other papers published in the same field in the same year.

You will want to identify Highly Cited research as a group of papers. This group will help guide your analysis of the future of the field and opportunities for future research. This is an important component of your conclusion.

Writing reviews is hard work…[it] not only organizes published papers, but also positions t hem in the academic process and presents the future direction.   Prof. Susumu Kitagawa, Highly Cited Researcher, Kyoto University

3. Tips for working with co-authors

Writing a narrative review on your own is hard, but it can be even more challenging if you’re collaborating with a team, especially if your coauthors are working across multiple locations. Luckily, reference management software can improve the coordination between you and your co-authors—both around the department and around the world.

We’ve written about how to use EndNote’s Cite While You Write feature, which will help you save hundreds of hours when writing research . Here, we discuss the features that give you greater ease and control when collaborating with your colleagues.

Use EndNote for narrative reviews

Sharing references is essential for successful collaboration. With EndNote, you can store and share as many references, documents and files as you need with up to 100 people using the software.

You can share simultaneous access to one reference library, regardless of your colleague’s location or organization. You can also choose the type of access each user has on an individual basis. For example, Read-Write access means a select colleague can add and delete references, annotate PDF articles and create custom groups. They’ll also be able to see up to 500 of the team’s most recent changes to the reference library. Read-only is also an option for individuals who don’t need that level of access.

EndNote helps you overcome research limitations by synchronizing library changes every 15 minutes. That means your team can stay up-to-date at any time of the day, supporting an easier, more successful collaboration.

Start your free EndNote trial today .

4.Finding a journal for your literature review

Finding the right journal for your literature review can be a particular pain point for those of you who want to publish. The expansion of scholarly journals has made the task extremely difficult, and can potentially delay the publication of your work by many months.

We’ve written a blog about how you can find the right journal for your manuscript using a rich array of data. You can read our blog here , or head straight to Endnote’s Manuscript Matcher or Journal Citation Report s to try out the best tools for the job.

5. Discover literature review examples and templates

There are a few tips we haven’t covered in this blog, including how to decide on an area of research, develop an interesting storyline, and highlight gaps in the literature. We’ve listed a few blogs here that might help you with this, alongside some literature review examples and outlines to get you started.

Literature Review examples:

• Aggregation-induced emission
• Development and applications of CRISPR-Cas9 for genome engineering
• Object based image analysis for remote sensing

(Make sure you download the free EndNote™ Click browser plugin to access the full-text PDFs).

Templates and outlines:

• Learn how to write a review of literature , Univ. of Wisconsin – Madison
• Structuring a literature review , Australian National University
• Matrix Method for Literature Review: The Review Matrix , Duquesne University

Additional resources:

• Ten simple rules for writing a literature review , Editor, PLoS Computational Biology
• Video: How to write a literature review , UC San Diego Psychology

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How to Write a Literature Review

Learn what a literature review is, where it is used, and the structure it should follow, including how to refer to studies and establish themes. We provides tips on writing a literature review, such as stating your research question, selecting key terms, and finding relevant literature on your topic.

Updated on May 17, 2023

A literature review is an overview of the existing literature on a particular topic. It provides a concise summary and critical analysis of existing publications. This justifies why the study was conducted. It also helps the reader understand the topic and see areas for future research. It can be part of a manuscript’s introduction section or a required part of an academic thesis. It can also be a standalone paper, such as a narrative review.

This article discusses what a literature review is when it’s part of a research paper. It provides strategies, tools, and tips for writing a good review.

What is a literature review, and where is it used?

A literature review is an organized summary of existing literature on a topic or research question. It’s used to help readers understand what has been done before related to the topic you’re writing on.

It shows how your study fits into the literature, why your study is needed, and what novel insights your study will bring to the literature.

In that sense, a literature review justifies your work and its potential impact. Literature reviews are also valuable for other researchers, as they can overview a specific topic.

A literature review is used in academic documents, including manuscripts, theses and dissertations, and in standalone papers such as systematic reviews and narrative reviews.

In a manuscript or dissertation, the literature review is presented as background information in the introduction section. Here, it summarizes prior research on the key concepts the paper focuses on, identifies gaps in the literature, and provides context for why the current study is needed. It focuses on summarizing articles that provide specific evidence relating to the topic of the larger manuscript and is very narrowly focused.

In contrast, a standalone literature review is a comprehensive and critical analysis of the existing research and literature on a specific topic. It synthesizes the current state of knowledge on the topic, identifies gaps, contradictions, and future directions for research. A literature review paper is typically longer, more comprehensive, and applies a study methodology.

What structure do literature reviews follow?

Literature reviews follow a logical structure, meaning every sentence logically leads to the next. They begin with a broad overview of the topic and then narrow down to specific research carried out on that topic in a way that builds on the previous information. Supporting studies are discussed one-by-one or they’re grouped by themes. They may or may not specifically indicate the authors by name. That depends on personal style and guidelines.

Referring to studies

For example, the literature review in Howden et al. (2018), reporting on a randomized controlled trial (RCT) on fitness and heart failure, first states the overall theme: sedentary aging’s association with worsening cardiovascular health. In concise sentences, it then lists the themes along with subscript numbers of the supporting literature, e.g., “...middle age is the strongest predictor of future heart failure.5–7”. No authors are named. This may be because of the referencing style (using numbers leading to the References list, unlike, for instance, APA, which uses last names), or it may be the authors’ preference.

Tramontano et al. (2021), on remote work , lists authors’ names along with the supporting research. In some cases, the names are in parentheses (per APA style) and in other cases, (e.g., ...Gonzales Vazquez and colleagues (2019) indicated...) the names represent the study. Again, it’s a combination of referencing style and authors’ preference.

Establish themes

As the literature review progresses, you synthesize the information from the articles. Articles are grouped together by theme or evidence (i.e., supporting or contrasting), with relevant citations giving support. Typically, findings are condensed and summarized concisely (i.e., in one or a couple of sentences).

For example, if you were exploring how processed food affects heart health, articles in the literature review might be grouped into categories such as heart health in general, processed foods, and the negative effects of processed foods on general heart health. You’d then summarize the key findings for each category with relevant citations.

As such, a literature review in a manuscript is not simply a chronological list of articles and their findings. Rather, it’s a report and analysis of the existing literature. It weaves a narrative that underpins your own study.

Writing your literature review

State your research question .

The first step to writing a good literature review is stating your research question.

If you’re writing a manuscript or dissertation, you likely already know what your research question is. Be sure it’s clearly presented at the end of the introductory paragraph so the reader immediately knows what the study will be about.

Select key terms

Next, identify several key words/terms/phrases that will be used to query your search for relevant literature.

For example, if your manuscript is about the effects of processed foods on heart health, you will want to use keywords such as “cardiovascular,” “processed foods,” and “heart disease” to retrieve relevant publications.

Find relevant literature on your topic

Most researchers have a specialty or a few specialties. Reading other studies should already be part of your day-to-day practice. So it’s very unusual to start a literature review from zero. You probably already have a folder full of PDFs (or, ideally, a reference manager full of well-organized articles in digital format).

For your current research, you’ll then add further literature in more specific and specialized areas. You’ll need to update your personal library. And you may find you lack sufficient publications in a certain area of research. Your literature review will address all these issues. Methods for diving in include databases, review articles, and asking colleagues and other researchers.

Online databases

Searching with databases often requires a combination of free and paid sources.

Google Scholar is probably the most commonly known search engine for academic literature because, well, it’s Google. Type titles, keywords, authors, or other entries to find papers on your topic of interest. You don’t need to create an account, but just because a publication is listed in Scholar doesn’t mean you can access the full text. Still, its powerful search features can help you rapidly narrow your search. You can then find publications in a database for which you have a subscription.

EBSCO and ProQuest are commonly available in universities’ online libraries, and databases like PubMed are comprehensive scientific collections. Some databases are open access, while others require a subscription to fully access the articles. Hopefully, you have access through your university or institution.

There are also publisher-managed search engines and databases like ScienceDirect or Scopus , as well as Wiley Online Library . These usually require a subscription.

Elicit is an AI-based search engine. Ask a research question and find relevant literature. It also suggests questions based on your input for better results. No account is needed.

Zendy is a search engine dedicated to open access journals. It’s accessible once you create an account.

Colleagues, fellow researchers

Asking your colleagues or fellow researchers in your field can be a great resource for finding additional studies. You can also look for highly cited papers in your field or search for articles from known experts in your field.

Other literature reviews, review articles, and reference lists

Previous review papers on your topic, introduction sections of articles (which contain their own literature reviews), are reference lists of papers are all great tools for finding additional articles. Look through the reference lists of previous prior review papers to locate other relevant articles.

With this approach, you’ll find yourself diving down one rabbit hole after another. And it can get overwhelming, so scan quickly, keep notes, and use a good reference manager (see below). After a while, you’ll start to see the same publications emerge. You’ll start to recognize the seminal pieces as well as highly specific studies on limited populations.

Software and reference managers

Apps like Connected Papers can help expand your collection and ensure you’re not missing any articles. With this tool, you can search for a work and then see it visualized through other articles it references, and that referenced it. It’s shown as a network of connected papers – fantastic for visual types.

Reference managers like EndNote and Mendeley are helpful tools for organizing your papers and adding citations to your manuscript. You can download them to your computer and easily search for the information you’ve read before, saving a lot of time in the writing process. While they both require creating an account, Mendeley is free. Paperpile is an excellent lighter-weight option.

Organize your sources

When you’ve compiled sufficient publications via your literature search, extract relevant information for your research question.

Identify themes

First, identify the most relevant papers for your research question. One good approach is to read the abstract and methods sections to understand the main findings.

Narrow down your list to articles that have a research question as similar as possible to yours. Then, group them by themes or evidence. For instance, group articles showing that processed foods lead to increased rates of heart disease in one section.

Include contradictory evidence to fully cover the scope of the topic. This will help you better organize the sections for your review later.

Define your key concepts

Every good review section begins with specific definitions of the concepts the paper will focus on. They should be defined in the abstract and introduction.

Write an outline

Write an outline with subheadings representing categories or themes your review will cover. Under each theme, enter a few references or key points that reflect what you want to convey to your reader in that section.

Organize the subheadings logically so that one idea flows into the next. Don’t jump back and forth between concepts. For example, if you’re establishing a common, evidence-supported definition of heart disease, focus only on that. Bringing in other diseases will confuse the reader. If you need to compare with other diseases, that’s probably cause for another subsection.

Review previous articles on your topic and check how the authors structured their introduction section to get ideas for your outline.

For longer reviews, you can use tables to present the literature and key themes more clearly for the reader. Tables are especially useful in dedicated review papers like narrative reviews.

Write your literature review

Following your outline, expand on your notes with sentences and paragraphs, including relevant citations (see the section above for examples of how these are typically written). Use clear and concise language. Make sure all your paragraphs have a dedicated topic sentence that reflects what the rest of the paragraph is about.

Start your review broadly, then use your prior research to narrow down to why your research question is needed. For example, define what heart disease is broadly, then narrow down to how specific processed foods can impact it and what still needs to be investigated (i.e., with your study).

Review your work

After finishing your first draft, revise and refine your work. Here are some key steps.

Refine your literature review

As you write, you may need to expand sections or include more evidence. Read over your review several times and determine if it’s conveying the information you want to get across clearly and adjust accordingly.

Omit unnecessary information

In scientific communication, less is more, so avoid making your review too long. Remove unnecessary information and avoid being too wordy. As a general rule, aim for just one idea per sentence and no more than around 15–20 words per sentence.

A credible citation (or citations) should support every assertion. But it can also get tempting to follow irrelevant paths that aren’t immediately relevant to the study you’re doing now.

Professional editing can also help you refine wordiness.

Check the logical structure

Check that each section in your review relates to the main research question. Check that every paragraph transitions smoothly to the next and that the ideas flow logically from one argument to the next. Ask yourself, “Does this idea directly relate to my next idea?” (and vice versa).

Also, check for consistency and completeness. Be sure you used the same wording for key concepts throughout your review and that you included all relevant evidence for your arguments.

Check for and remove/correct plagiarism

There are many ways to plagiarize , and some authors don’t even know when they’re doing it. It can be a critical mistake.

Journals use tools such as i Thenticate to detect plagiarism. And being caught plagiarizing can be a cause for a rapid rejection . Avoid plagiarizing by ensuring you cite the original source and don’t copy/paste text unless you use quotation marks. You can check for plagiarism using apps like Grammarly or Trinka , which can also help you improve your writing style and correct grammar mistakes.

Get outside perspectives

Ask a senior researcher or colleague to read your work and provide feedback or criticism. Ask junior researchers as well. Put your ego on the line for the good of rigorous science. Often, those with less experience may be able to see the more basic gaps in logic and clarity, as they bring a less honed and specialized perspective.

Check that you’ve included all references in the format required by the journal (e.g., APA, Vancouver, AMA). Use tools like Mendeley and EndNote to automatically generate a bibliography section based on the references you enter in your document. But do double-check what the software generates. It may be relying on incorrect metadata.

Good example of a literature review in a published article

Good literature reviews should be clear, concise, and informative. They should present enough information on the topic that you can understand the importance of the topic, the relevance of the literature included for the broader field, and what’s still missing from the literature (i.e., where further research is needed).

Here’s a good example:

Heart issues, sedentary lifestyle, exercise (from Howden et al. 2018)

Readable and well-structured, this review quickly highlights the negative relationship between a sedentary lifestyle and heart issues. It concisely reviews previous literature showing the relationship between exercise and heart health, so the reader understands why the study is needed.

Bonus: What’s the difference between a literature review and an annotated bibliography?

An annotated bibliography is a list of references with a brief summary of the results of that reference. It can also include your personal notes on the study and why it’s relevant to your study.

Especially for students, a literature review can be confused with an annotated bibliography. Both these devices detail existing studies. However, they perform quite different functions.

Annotated bibliographies are powerful when you’re writing a dissertation or any longer research piece, as they help you keep track of everything you’ve read and why it’s relevant. You may not publish it, but you can definitely use it when you write your literature review.

So, the key differences between an annotated bibliography are:

• An annotated bibliography is a list of references with no connection established among them, while a literature review is a narrative of all the studies.
• Annotated bibliographies are organized alphabetically by reference, whereas literature reviews are organized by themes or supporting or contrasting evidence. 
• Annotated bibliographies summarize (in a few sentences) each reference, while literature reviews place the publication in context along with other publications.

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What is a Literature Review? How to Write It (with Examples)

A literature review is a critical analysis and synthesis of existing research on a particular topic. It provides an overview of the current state of knowledge, identifies gaps, and highlights key findings in the literature. 1 The purpose of a literature review is to situate your own research within the context of existing scholarship, demonstrating your understanding of the topic and showing how your work contributes to the ongoing conversation in the field. Learning how to write a literature review is a critical tool for successful research. Your ability to summarize and synthesize prior research pertaining to a certain topic demonstrates your grasp on the topic of study, and assists in the learning process. 

Table of Contents

• What is the purpose of literature review? 
• a. Habitat Loss and Species Extinction: 
• b. Range Shifts and Phenological Changes: 
• c. Ocean Acidification and Coral Reefs: 
• d. Adaptive Strategies and Conservation Efforts: 

How to write a good literature review 

• Choose a Topic and Define the Research Question: 
• Decide on the Scope of Your Review: 
• Select Databases for Searches: 
• Conduct Searches and Keep Track: 
• Review the Literature: 
• Organize and Write Your Literature Review: 
• How to write a literature review faster with Paperpal? 
• Frequently asked questions 

What is a literature review?

A well-conducted literature review demonstrates the researcher’s familiarity with the existing literature, establishes the context for their own research, and contributes to scholarly conversations on the topic. One of the purposes of a literature review is also to help researchers avoid duplicating previous work and ensure that their research is informed by and builds upon the existing body of knowledge.

What is the purpose of literature review?

A literature review serves several important purposes within academic and research contexts. Here are some key objectives and functions of a literature review: 2  

1. Contextualizing the Research Problem: The literature review provides a background and context for the research problem under investigation. It helps to situate the study within the existing body of knowledge. 

2. Identifying Gaps in Knowledge: By identifying gaps, contradictions, or areas requiring further research, the researcher can shape the research question and justify the significance of the study. This is crucial for ensuring that the new research contributes something novel to the field. 

Find academic papers related to your research topic faster. Try Research on Paperpal  

3. Understanding Theoretical and Conceptual Frameworks: Literature reviews help researchers gain an understanding of the theoretical and conceptual frameworks used in previous studies. This aids in the development of a theoretical framework for the current research. 

4. Providing Methodological Insights: Another purpose of literature reviews is that it allows researchers to learn about the methodologies employed in previous studies. This can help in choosing appropriate research methods for the current study and avoiding pitfalls that others may have encountered. 

5. Establishing Credibility: A well-conducted literature review demonstrates the researcher’s familiarity with existing scholarship, establishing their credibility and expertise in the field. It also helps in building a solid foundation for the new research. 

6. Informing Hypotheses or Research Questions: The literature review guides the formulation of hypotheses or research questions by highlighting relevant findings and areas of uncertainty in existing literature. 

Literature review example

Let’s delve deeper with a literature review example: Let’s say your literature review is about the impact of climate change on biodiversity. You might format your literature review into sections such as the effects of climate change on habitat loss and species extinction, phenological changes, and marine biodiversity. Each section would then summarize and analyze relevant studies in those areas, highlighting key findings and identifying gaps in the research. The review would conclude by emphasizing the need for further research on specific aspects of the relationship between climate change and biodiversity. The following literature review template provides a glimpse into the recommended literature review structure and content, demonstrating how research findings are organized around specific themes within a broader topic. 

Literature Review on Climate Change Impacts on Biodiversity:

Climate change is a global phenomenon with far-reaching consequences, including significant impacts on biodiversity. This literature review synthesizes key findings from various studies: 

a. Habitat Loss and Species Extinction:

Climate change-induced alterations in temperature and precipitation patterns contribute to habitat loss, affecting numerous species (Thomas et al., 2004). The review discusses how these changes increase the risk of extinction, particularly for species with specific habitat requirements. 

b. Range Shifts and Phenological Changes:

Observations of range shifts and changes in the timing of biological events (phenology) are documented in response to changing climatic conditions (Parmesan & Yohe, 2003). These shifts affect ecosystems and may lead to mismatches between species and their resources. 

c. Ocean Acidification and Coral Reefs:

The review explores the impact of climate change on marine biodiversity, emphasizing ocean acidification’s threat to coral reefs (Hoegh-Guldberg et al., 2007). Changes in pH levels negatively affect coral calcification, disrupting the delicate balance of marine ecosystems. 

d. Adaptive Strategies and Conservation Efforts:

Recognizing the urgency of the situation, the literature review discusses various adaptive strategies adopted by species and conservation efforts aimed at mitigating the impacts of climate change on biodiversity (Hannah et al., 2007). It emphasizes the importance of interdisciplinary approaches for effective conservation planning. 

Strengthen your literature review with factual insights. Try Research on Paperpal for free!    

Writing a literature review involves summarizing and synthesizing existing research on a particular topic. A good literature review format should include the following elements. 

Introduction: The introduction sets the stage for your literature review, providing context and introducing the main focus of your review. 

• Opening Statement: Begin with a general statement about the broader topic and its significance in the field. 
• Scope and Purpose: Clearly define the scope of your literature review. Explain the specific research question or objective you aim to address. 
• Organizational Framework: Briefly outline the structure of your literature review, indicating how you will categorize and discuss the existing research. 
• Significance of the Study: Highlight why your literature review is important and how it contributes to the understanding of the chosen topic. 
• Thesis Statement: Conclude the introduction with a concise thesis statement that outlines the main argument or perspective you will develop in the body of the literature review. 

Body: The body of the literature review is where you provide a comprehensive analysis of existing literature, grouping studies based on themes, methodologies, or other relevant criteria. 

• Organize by Theme or Concept: Group studies that share common themes, concepts, or methodologies. Discuss each theme or concept in detail, summarizing key findings and identifying gaps or areas of disagreement. 
• Critical Analysis: Evaluate the strengths and weaknesses of each study. Discuss the methodologies used, the quality of evidence, and the overall contribution of each work to the understanding of the topic. 
• Synthesis of Findings: Synthesize the information from different studies to highlight trends, patterns, or areas of consensus in the literature. 
• Identification of Gaps: Discuss any gaps or limitations in the existing research and explain how your review contributes to filling these gaps. 
• Transition between Sections: Provide smooth transitions between different themes or concepts to maintain the flow of your literature review. 

Write and Cite as you go with Paperpal Research. Start now for free.   

Conclusion: The conclusion of your literature review should summarize the main findings, highlight the contributions of the review, and suggest avenues for future research. 

• Summary of Key Findings: Recap the main findings from the literature and restate how they contribute to your research question or objective. 
• Contributions to the Field: Discuss the overall contribution of your literature review to the existing knowledge in the field. 
• Implications and Applications: Explore the practical implications of the findings and suggest how they might impact future research or practice. 
• Recommendations for Future Research: Identify areas that require further investigation and propose potential directions for future research in the field. 
• Final Thoughts: Conclude with a final reflection on the importance of your literature review and its relevance to the broader academic community. 

Conducting a literature review

Conducting a literature review is an essential step in research that involves reviewing and analyzing existing literature on a specific topic. It’s important to know how to do a literature review effectively, so here are the steps to follow: 1  

Choose a Topic and Define the Research Question:

• Select a topic that is relevant to your field of study. 
• Clearly define your research question or objective. Determine what specific aspect of the topic do you want to explore? 

Decide on the Scope of Your Review:

• Determine the timeframe for your literature review. Are you focusing on recent developments, or do you want a historical overview? 
• Consider the geographical scope. Is your review global, or are you focusing on a specific region? 
• Define the inclusion and exclusion criteria. What types of sources will you include? Are there specific types of studies or publications you will exclude? 

Select Databases for Searches:

• Identify relevant databases for your field. Examples include PubMed, IEEE Xplore, Scopus, Web of Science, and Google Scholar. 
• Consider searching in library catalogs, institutional repositories, and specialized databases related to your topic. 

Conduct Searches and Keep Track:

• Develop a systematic search strategy using keywords, Boolean operators (AND, OR, NOT), and other search techniques. 
• Record and document your search strategy for transparency and replicability. 
• Keep track of the articles, including publication details, abstracts, and links. Use citation management tools like EndNote, Zotero, or Mendeley to organize your references. 

Review the Literature:

• Evaluate the relevance and quality of each source. Consider the methodology, sample size, and results of studies. 
• Organize the literature by themes or key concepts. Identify patterns, trends, and gaps in the existing research. 
• Summarize key findings and arguments from each source. Compare and contrast different perspectives. 
• Identify areas where there is a consensus in the literature and where there are conflicting opinions. 
• Provide critical analysis and synthesis of the literature. What are the strengths and weaknesses of existing research? 

Organize and Write Your Literature Review:

• Literature review outline should be based on themes, chronological order, or methodological approaches. 
• Write a clear and coherent narrative that synthesizes the information gathered. 
• Use proper citations for each source and ensure consistency in your citation style (APA, MLA, Chicago, etc.). 
• Conclude your literature review by summarizing key findings, identifying gaps, and suggesting areas for future research. 

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Here’s how to use the Research feature:  

• Ask a question: Get started with a new document on paperpal.com. Click on the “Research” feature and type your question in plain English. Paperpal will scour over 250 million research articles, including conference papers and preprints, to provide you with accurate insights and citations. 
• Review and Save: Paperpal summarizes the information, while citing sources and listing relevant reads. You can quickly scan the results to identify relevant references and save these directly to your built-in citations library for later access. 
• Cite with Confidence: Paperpal makes it easy to incorporate relevant citations and references into your writing, ensuring your arguments are well-supported by credible sources. This translates to a polished, well-researched literature review. 

The literature review sample and detailed advice on writing and conducting a review will help you produce a well-structured report. But remember that a good literature review is an ongoing process, and it may be necessary to revisit and update it as your research progresses. By combining effortless research with an easy citation process, Paperpal Research streamlines the literature review process and empowers you to write faster and with more confidence. Try Paperpal Research now and see for yourself.  

Frequently asked questions

A literature review is a critical and comprehensive analysis of existing literature (published and unpublished works) on a specific topic or research question and provides a synthesis of the current state of knowledge in a particular field. A well-conducted literature review is crucial for researchers to build upon existing knowledge, avoid duplication of efforts, and contribute to the advancement of their field. It also helps researchers situate their work within a broader context and facilitates the development of a sound theoretical and conceptual framework for their studies.

Literature review is a crucial component of research writing, providing a solid background for a research paper’s investigation. The aim is to keep professionals up to date by providing an understanding of ongoing developments within a specific field, including research methods, and experimental techniques used in that field, and present that knowledge in the form of a written report. Also, the depth and breadth of the literature review emphasizes the credibility of the scholar in his or her field.  

Before writing a literature review, it’s essential to undertake several preparatory steps to ensure that your review is well-researched, organized, and focused. This includes choosing a topic of general interest to you and doing exploratory research on that topic, writing an annotated bibliography, and noting major points, especially those that relate to the position you have taken on the topic. 

Literature reviews and academic research papers are essential components of scholarly work but serve different purposes within the academic realm. 3 A literature review aims to provide a foundation for understanding the current state of research on a particular topic, identify gaps or controversies, and lay the groundwork for future research. Therefore, it draws heavily from existing academic sources, including books, journal articles, and other scholarly publications. In contrast, an academic research paper aims to present new knowledge, contribute to the academic discourse, and advance the understanding of a specific research question. Therefore, it involves a mix of existing literature (in the introduction and literature review sections) and original data or findings obtained through research methods. 

Literature reviews are essential components of academic and research papers, and various strategies can be employed to conduct them effectively. If you want to know how to write a literature review for a research paper, here are four common approaches that are often used by researchers.  Chronological Review: This strategy involves organizing the literature based on the chronological order of publication. It helps to trace the development of a topic over time, showing how ideas, theories, and research have evolved.  Thematic Review: Thematic reviews focus on identifying and analyzing themes or topics that cut across different studies. Instead of organizing the literature chronologically, it is grouped by key themes or concepts, allowing for a comprehensive exploration of various aspects of the topic.  Methodological Review: This strategy involves organizing the literature based on the research methods employed in different studies. It helps to highlight the strengths and weaknesses of various methodologies and allows the reader to evaluate the reliability and validity of the research findings.  Theoretical Review: A theoretical review examines the literature based on the theoretical frameworks used in different studies. This approach helps to identify the key theories that have been applied to the topic and assess their contributions to the understanding of the subject.  It’s important to note that these strategies are not mutually exclusive, and a literature review may combine elements of more than one approach. The choice of strategy depends on the research question, the nature of the literature available, and the goals of the review. Additionally, other strategies, such as integrative reviews or systematic reviews, may be employed depending on the specific requirements of the research.

The literature review format can vary depending on the specific publication guidelines. However, there are some common elements and structures that are often followed. Here is a general guideline for the format of a literature review:  Introduction:   Provide an overview of the topic.  Define the scope and purpose of the literature review.  State the research question or objective.  Body:   Organize the literature by themes, concepts, or chronology.  Critically analyze and evaluate each source.  Discuss the strengths and weaknesses of the studies.  Highlight any methodological limitations or biases.  Identify patterns, connections, or contradictions in the existing research.  Conclusion:   Summarize the key points discussed in the literature review.  Highlight the research gap.  Address the research question or objective stated in the introduction.  Highlight the contributions of the review and suggest directions for future research.

Both annotated bibliographies and literature reviews involve the examination of scholarly sources. While annotated bibliographies focus on individual sources with brief annotations, literature reviews provide a more in-depth, integrated, and comprehensive analysis of existing literature on a specific topic. The key differences are as follows: 

References 

• Denney, A. S., & Tewksbury, R. (2013). How to write a literature review.  Journal of criminal justice education ,  24 (2), 218-234. 
• Pan, M. L. (2016).  Preparing literature reviews: Qualitative and quantitative approaches . Taylor & Francis. 
• Cantero, C. (2019). How to write a literature review.  San José State University Writing Center . 

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How to Make a Literature Review in Research (RRL Example)

What is an RRL in a research paper?

A relevant review of the literature (RRL) is an objective, concise, critical summary of published research literature relevant to a topic being researched in an article. In an RRL, you discuss knowledge and findings from existing literature relevant to your study topic. If there are conflicts or gaps in existing literature, you can also discuss these in your review, as well as how you will confront these missing elements or resolve these issues in your study.

To complete an RRL, you first need to collect relevant literature; this can include online and offline sources. Save all of your applicable resources as you will need to include them in your paper. When looking through these sources, take notes and identify concepts of each source to describe in the review of the literature.

A good RRL does NOT:

A literature review does not simply reference and list all of the material you have cited in your paper.

• Presenting material that is not directly relevant to your study will distract and frustrate the reader and make them lose sight of the purpose of your study.
• Starting a literature review with “A number of scholars have studied the relationship between X and Y” and simply listing who has studied the topic and what each scholar concluded is not going to strengthen your paper.

A good RRL DOES:

• Present a brief typology that orders articles and books into groups to help readers focus on unresolved debates, inconsistencies, tensions, and new questions about a research topic.
• Summarize the most relevant and important aspects of the scientific literature related to your area of research
• Synthesize what has been done in this area of research and by whom, highlight what previous research indicates about a topic, and identify potential gaps and areas of disagreement in the field
• Give the reader an understanding of the background of the field and show which studies are important—and highlight errors in previous studies

How long is a review of the literature for a research paper?

The length of a review of the literature depends on its purpose and target readership and can vary significantly in scope and depth. In a dissertation, thesis, or standalone review of literature, it is usually a full chapter of the text (at least 20 pages). Whereas, a standard research article or school assignment literature review section could only be a few paragraphs in the Introduction section .

Building Your Literature Review Bookshelf

One way to conceive of a literature review is to think about writing it as you would build a bookshelf. You don’t need to cut each piece by yourself from scratch. Rather, you can take the pieces that other researchers have cut out and put them together to build a framework on which to hang your own “books”—that is, your own study methods, results, and conclusions.

What Makes a Good Literature Review?

The contents of a literature review (RRL) are determined by many factors, including its precise purpose in the article, the degree of consensus with a given theory or tension between competing theories, the length of the article, the number of previous studies existing in the given field, etc. The following are some of the most important elements that a literature review provides.

Historical background for your research

Analyze what has been written about your field of research to highlight what is new and significant in your study—or how the analysis itself contributes to the understanding of this field, even in a small way. Providing a historical background also demonstrates to other researchers and journal editors your competency in discussing theoretical concepts. You should also make sure to understand how to paraphrase scientific literature to avoid plagiarism in your work.

The current context of your research

Discuss central (or peripheral) questions, issues, and debates in the field. Because a field is constantly being updated by new work, you can show where your research fits into this context and explain developments and trends in research.

A discussion of relevant theories and concepts

Theories and concepts should provide the foundation for your research. For example, if you are researching the relationship between ecological environments and human populations, provide models and theories that focus on specific aspects of this connection to contextualize your study. If your study asks a question concerning sustainability, mention a theory or model that underpins this concept. If it concerns invasive species, choose material that is focused in this direction.

Definitions of relevant terminology

In the natural sciences, the meaning of terms is relatively straightforward and consistent. But if you present a term that is obscure or context-specific, you should define the meaning of the term in the Introduction section (if you are introducing a study) or in the summary of the literature being reviewed.

Description of related relevant research

Include a description of related research that shows how your work expands or challenges earlier studies or fills in gaps in previous work. You can use your literature review as evidence of what works, what doesn’t, and what is missing in the field.

Supporting evidence for a practical problem or issue your research is addressing that demonstrates its importance: Referencing related research establishes your area of research as reputable and shows you are building upon previous work that other researchers have deemed significant.

Types of Literature Reviews

Literature reviews can differ in structure, length, amount, and breadth of content included. They can range from selective (a very narrow area of research or only a single work) to comprehensive (a larger amount or range of works). They can also be part of a larger work or stand on their own.

• A course assignment is an example of a selective, stand-alone work. It focuses on a small segment of the literature on a topic and makes up an entire work on its own.
• The literature review in a dissertation or thesis is both comprehensive and helps make up a larger work.
• A majority of journal articles start with a selective literature review to provide context for the research reported in the study; such a literature review is usually included in the Introduction section (but it can also follow the presentation of the results in the Discussion section ).
• Some literature reviews are both comprehensive and stand as a separate work—in this case, the entire article analyzes the literature on a given topic.

Literature Reviews Found in Academic Journals

The two types of literature reviews commonly found in journals are those introducing research articles (studies and surveys) and stand-alone literature analyses. They can differ in their scope, length, and specific purpose.

Literature reviews introducing research articles

The literature review found at the beginning of a journal article is used to introduce research related to the specific study and is found in the Introduction section, usually near the end. It is shorter than a stand-alone review because it must be limited to very specific studies and theories that are directly relevant to the current study. Its purpose is to set research precedence and provide support for the study’s theory, methods, results, and/or conclusions. Not all research articles contain an explicit review of the literature, but most do, whether it is a discrete section or indistinguishable from the rest of the Introduction.

How to structure a literature review for an article

When writing a literature review as part of an introduction to a study, simply follow the structure of the Introduction and move from the general to the specific—presenting the broadest background information about a topic first and then moving to specific studies that support your rationale , finally leading to your hypothesis statement. Such a literature review is often indistinguishable from the Introduction itself—the literature is INTRODUCING the background and defining the gaps your study aims to fill.

The stand-alone literature review

The literature review published as a stand-alone article presents and analyzes as many of the important publications in an area of study as possible to provide background information and context for a current area of research or a study. Stand-alone reviews are an excellent resource for researchers when they are first searching for the most relevant information on an area of study.

Such literature reviews are generally a bit broader in scope and can extend further back in time. This means that sometimes a scientific literature review can be highly theoretical, in addition to focusing on specific methods and outcomes of previous studies. In addition, all sections of such a “review article” refer to existing literature rather than describing the results of the authors’ own study.

In addition, this type of literature review is usually much longer than the literature review introducing a study. At the end of the review follows a conclusion that once again explicitly ties all of the cited works together to show how this analysis is itself a contribution to the literature. While not absolutely necessary, such articles often include the terms “Literature Review” or “Review of the Literature” in the title. Whether or not that is necessary or appropriate can also depend on the specific author instructions of the target journal. Have a look at this article for more input on how to compile a stand-alone review article that is insightful and helpful for other researchers in your field.

How to Write a Literature Review in 6 Steps

So how do authors turn a network of articles into a coherent review of relevant literature?

Writing a literature review is not usually a linear process—authors often go back and check the literature while reformulating their ideas or making adjustments to their study. Sometimes new findings are published before a study is completed and need to be incorporated into the current work. This also means you will not be writing the literature review at any one time, but constantly working on it before, during, and after your study is complete.

Here are some steps that will help you begin and follow through on your literature review.

Step 1: Choose a topic to write about—focus on and explore this topic.

Choose a topic that you are familiar with and highly interested in analyzing; a topic your intended readers and researchers will find interesting and useful; and a topic that is current, well-established in the field, and about which there has been sufficient research conducted for a review. This will help you find the “sweet spot” for what to focus on.

Step 2: Research and collect all the scholarly information on the topic that might be pertinent to your study.

This includes scholarly articles, books, conventions, conferences, dissertations, and theses—these and any other academic work related to your area of study is called “the literature.”

Step 3: Analyze the network of information that extends or responds to the major works in your area; select the material that is most useful.

Use thought maps and charts to identify intersections in the research and to outline important categories; select the material that will be most useful to your review.

Step 4: Describe and summarize each article—provide the essential information of the article that pertains to your study.

Determine 2-3 important concepts (depending on the length of your article) that are discussed in the literature; take notes about all of the important aspects of this study relevant to the topic being reviewed.

For example, in a given study, perhaps some of the main concepts are X, Y, and Z. Note these concepts and then write a brief summary about how the article incorporates them. In reviews that introduce a study, these can be relatively short. In stand-alone reviews, there may be significantly more texts and more concepts.

Step 5: Demonstrate how these concepts in the literature relate to what you discovered in your study or how the literature connects the concepts or topics being discussed.

In a literature review intro for an article, this information might include a summary of the results or methods of previous studies that correspond to and/or confirm those sections in your own study. For a stand-alone literature review, this may mean highlighting the concepts in each article and showing how they strengthen a hypothesis or show a pattern.

Discuss unaddressed issues in previous studies. These studies that are missing something you address are important to include in your literature review. In addition, those works whose theories and conclusions directly support your findings will be valuable to review here.

Step 6: Identify relationships in the literature and develop and connect your own ideas to them.

This is essentially the same as step 5 but focused on the connections between the literature and the current study or guiding concepts or arguments of the paper, not only on the connections between the works themselves.

Your hypothesis, argument, or guiding concept is the “golden thread” that will ultimately tie the works together and provide readers with specific insights they didn’t have before reading your literature review. Make sure you know where to put the research question , hypothesis, or statement of the problem in your research paper so that you guide your readers logically and naturally from your introduction of earlier work and evidence to the conclusions you want them to draw from the bigger picture.

Your literature review will not only cover publications on your topics but will include your own ideas and contributions. By following these steps you will be telling the specific story that sets the background and shows the significance of your research and you can turn a network of related works into a focused review of the literature.

Literature Review (RRL) Examples

Because creating sample literature reviews would take too long and not properly capture the nuances and detailed information needed for a good review, we have included some links to different types of literature reviews below. You can find links to more literature reviews in these categories by visiting the TUS Library’s website . Sample literature reviews as part of an article, dissertation, or thesis:

• Critical Thinking and Transferability: A Review of the Literature (Gwendolyn Reece)
• Building Customer Loyalty: A Customer Experience Based Approach in a Tourism Context (Martina Donnelly)

Sample stand-alone literature reviews

• Literature Review on Attitudes towards Disability (National Disability Authority)
• The Effects of Communication Styles on Marital Satisfaction (Hannah Yager)

Additional Literature Review Format Guidelines

In addition to the content guidelines above, authors also need to check which style guidelines to use ( APA , Chicago, MLA, etc.) and what specific rules the target journal might have for how to structure such articles or how many studies to include—such information can usually be found on the journals’ “Guide for Authors” pages. Additionally, use one of the four Wordvice citation generators below, choosing the citation style needed for your paper:

Wordvice Writing and Academic Editing Resources

Finally, after you have finished drafting your literature review, be sure to receive professional proofreading services , including paper editing for your academic work. A competent proofreader who understands academic writing conventions and the specific style guides used by academic journals will ensure that your paper is ready for publication in your target journal.

See our academic resources for further advice on references in your paper , how to write an abstract , how to write a research paper title, how to impress the editor of your target journal with a perfect cover letter , and dozens of other research writing and publication topics.

How to Write a Literature Review

• What Is a Literature Review

What Is the Literature

• Writing the Review

The "literature" that is reviewed is the collection of publications (academic journal articles, books, conference proceedings, association papers, dissertations, etc) written by scholars and researchers for scholars and researchers. The professional literature is one (very significant) source of information for researchers, typically referred to as the secondary literature, or secondary sources. To use it, it is useful to know how it is created and how to access it.

The "Information Cycle"

The diagram below is a brief general picture of how scholarly literature is produced and used. Research does not have a beginning or an end; researchers build on work that has already been done in order to add to it, thus providing more resources for other researchers to build on. They read the professional literature of their field to see what issues, questions, and problems are current, then formulate a plan to address one or a few of those issues. Then they make a more focused review of the literature, which they use to refine their research plan. After carrying out the research, they present their results (presentations at conferences, published articles, etc) to other scholars in the field, i.e. they add to the general subject reading ("the literature").

  Research may not have a beginning or an end, but researchers have to begin somewhere. As noted above, the professional literature is typically referred to as secondary sources. Primary and tertiary sources also play important roles in research. Note, though, that these labels are not rigid distinctions; the same resource can overlap categories.

• Lab reports (yours or someone else's) - Records of the results of experiments.
• Field notes, measurements, etc (yours or someone else's) - Records of observations of the natural world (electrons, elephants, earthquakes, etc).
• Journal articles, conference proceedings , and similar publications reporting results of original research.
• Historical documents - Official papers, maps, treaties, etc.
• Government publications - Census statistics, economic data, court reports, etc.
• Statistical data - Measurements (counts, surveys, etc.) compiled by researchers.
• First-person accounts - Diaries, memoirs, letters, interviews, speeches
• Newspapers - Some types of articles, e.g. stories on a breaking issue, or journalists reporting the results of their investigations.
• Published writings - Novels, stories, poems, essays, philosophical treatises, etc
• Works of art - Paintings, sculptures, etc.
• Recordings - audio, video, photographic
• Conference proceedings - Scholars and researchers getting together and presenting their latest ideas and findings
• Internet - Web sites that publish the author's findings or research; e.g. your professor's home page listing research results. Note: use extreme caution when using the Internet as a primary source … remember, anyone with internet access can post whatever they want.
• Archives - Records (minutes of meetings, purchase invoices, financial statements, etc.) of an organization (e.g. The Nature Conservancy), institution (e.g. Wesleyan University), business, or other group entity (even the Grateful Dead has an archivist on staff).
• Artifacts - manufactured items such as clothing, furniture, tools, buildings
• Manuscript collections - Collected writings, notes, letters, diaries, and other unpublished works.
• Books or articles - Depending on the purpose and perspective of your project, works intended as secondary sources -- analyzing or critiquing primary sources -- can serve as primary sources for your research.
• Secondary - Books, articles, and other writings by scholars and researchers reporting their analysis of their primary sources to others. They may be reporting the results of their own primary research or critiquing the work of others. As such, these sources are usually a major focus of a literature review: this is where you go to find out in detail what has been and is being done in a field, and thus to see how your work can contribute to the field.   
• Summaries / Introductions - Encyclopedias, dictionaries, textbooks, yearbooks, and other sources which provide an introductory or summary state of the art of the research in the subject areas covered. They are an efficient means to quickly build a general framework for understanding a field.
• Indexes to publications - Provide lists of primary and secondary sources of more extensive information. They are an efficient means of finding books, articles, conference proceedings, and other publications in which scholars report the results of their research.

Work backwards . Usually, your research should begin with tertiary sources:

• Tertiary - Start by finding background information on your topic by consulting reference sources for introductions and summaries, and to find bibliographies or citations of secondary and primary sources.
• Secondary - Find books, articles, and other sources providing more extensive and thorough analyses of a topic. Check to see what other scholars have to say about your topic, find out what has been done and where there is a need for further research, and discover appropriate methodologies for carrying out that research. 
• Primary - Now that you have a solid background knowledge of your topic and a plan for your own research, you are better able to understand, interpret, and analyze the primary source information. See if you can find primary source evidence to support or refute what other scholars have said about your topic, or posit an interpretation of your own and look for more primary sources or create more original data to confirm or refute your thesis. When you present your conclusions, you will have produced another secondary source to aid others in their research.

Publishing the Literature

There are a variety of avenues for scholars to report the results of their research, and each has a role to play in scholarly communication. Not all of these avenues result in official or easily findable publications, or even any publication at all. The categories of scholarly communication listed here are a general outline; keep in mind that they can vary in type and importance between disciplines.

Peer Review - An important part of academic publishing is the peer review, or refereeing,  process. When a scholar submits an article to an academic journal or a book manuscript to a university publisher, the editors or publishers will send copies to other scholars and experts in that field who will review it. The reviewers will check to make sure the author has used methodologies appropriate to the topic, used those methodologies properly, taken other relevant work into account, and adequately supported the conclusions, as well as consider the relevance and importance to the field. A submission may be rejected, or sent back for revisions before being accepted for publication.

Peer review does not guarantee that an article or book is 100% correct. Rather, it provides a "stamp of approval" saying that experts in the field have judged this to be a worthy contribution to the professional discussion of an academic field.

Peer reviewed journals typically note that they are peer reviewed, usually somewhere in the first few pages of each issue. Books published by university presses typically go through a similar review process. Other book publishers may also have a peer review process. But the quality of the reviewing can vary among different book or journal publishers. Use academic book reviews or check how often and in what sources articles in a journal are cited, or ask a professor or two in the field, to get an idea of the reliability and importance of different authors, journals, and publishers.

Informal Sharing - In person or online, researchers discuss their ongoing projects to let others know what they are up to or to give or receive assistance in their work. Conferences, listservs, and online discussion boards are common avenues for these discussions. Increasingly, scholars are using personal web sites to present their work.

Conference Presentations - Many academic organizations sponsor conferences at which scholars read papers, display at poster sessions, or otherwise present the results of their work. To give a presentation, scholars must submit a proposal which is reviewed by those sponsoring the conference. Unless a presentation is published in another venue, it will likely be difficult to find a copy, or even to know what was presented. Some subject specific indexes and other sources list conference proceedings along with the author and contact information.

Conference Papers / Association Papers / Working Papers - Papers presented at a conference, submitted but not yet accepted for publication, works in progress, or not otherwise published are sometimes made available by academic associations. These are often not easy to find, but many are indexed in subject specific indexes or available in subject databases. Sometimes a collection of papers presented at a conference will be published in a book.

Journals - Articles in journals contain specific analyses of particular aspects of a topic. Journal articles can be written and published more quickly than books, academic libraries subscribe to many journals, and the contents of these journals are indexed in a variety of sources so others can easily find them. So, researchers commonly use articles to report their findings to a wide audience, and journals are a good readily available source for anyone researching current information on a topic.

• Research journals - Articles reporting in detail the results of research.
• Review journals - Articles reviewing the literature and work done on particular topics.
• News/Letters journals - News reports, brief research reports, short discussions of current issues.
• Proceedings/Transactions journals - A common venue for publishing conference papers or other proceedings of academic conferences.
• General interest magazines - News and other magazines that report scholarly findings for a general, nonacademic audience. These are usually written by journalists (who are usually not academically trained in the field), but sometimes are written by researchers (or at least by journalists with training in the field). Magazines are not peer reviewed, and are usually not academically useful sources of information for research purposes, but they can alert you to work being done in your field and give you a quick summary.
• Trade journals and magazines - These are written for people working in a particular industry or profession, such as advertising, banking, construction, dentistry, education. Articles are generally written by and for people working in that trade, and focus on current topics and developments in the trade. They do not present academic analyses of their topics, but they can provide useful background or context for academic work if the articles are relevant to your research.

Books - Books take a longer time than articles or conference presentations to get from research to publication, but they can cover a broader range of topics, or cover a topic much more thoroughly. University press books typically go through some sort of a peer review process. There is a wide range of review processes (from rigorous to none at all) among other book publishers.

Dissertations/Theses - Graduate students working on advanced degrees typically must perform a substantial piece of original work, and then present the results in the form of a thesis or dissertation. A master's thesis is typically somewhere between an article and a book in length, and a doctoral dissertation is typically about the length of a book. Both should include extensive bibliographies of their topics. 

Web sites - In addition to researchers informally presenting and discussing their work on personal web pages, there are an increasing number of peer reviewed web sites publishing academic work. The rigor, and even existence, of peer reviewing can vary widely on the web, and it can be difficult to determine the reliability of information presented on the web, so always be careful in relying on a web-based information source. Do your own checking and reviewing to make sure the web site and the information it presents are reliable.

Reference Sources - Subject encyclopedias, dictionaries, and other reference sources present brief introductions to or summaries of the current work in a field or on a topic. These are typically produced by a scholar and/or publisher serving as an editor who invites submissions for articles from experts on the topics covered.

How to Find the Literature

Just as there are many avenues for the literature to be published and disseminated, there are many avenues for searching for and finding the literature. There are, for example, a variety of general and subject specific indexes which list citations to publications (books, articles, conference proceedings, dissertations, etc). The Wesleyan Library web site has links to the library catalog and many indexes and databases in which to search for resources, along with subject guides to list resources appropriate for specific academic disciplines. When you find some appropriate books, articles, etc, look in their bibliographies for other publications and also for other authors writing about the same topics. For research assistance tailored to your topic, you can sign up for a Personal Research Session with a librarian.

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Page Content

Overview of the review report format, the first read-through, first read considerations, spotting potential major flaws, concluding the first reading, rejection after the first reading, before starting the second read-through, doing the second read-through, the second read-through: section by section guidance, how to structure your report, on presentation and style, criticisms & confidential comments to editors, the recommendation, when recommending rejection, additional resources, step by step guide to reviewing a manuscript.

When you receive an invitation to peer review, you should be sent a copy of the paper's abstract to help you decide whether you wish to do the review. Try to respond to invitations promptly - it will prevent delays. It is also important at this stage to declare any potential Conflict of Interest.

The structure of the review report varies between journals. Some follow an informal structure, while others have a more formal approach.

" Number your comments!!! " (Jonathon Halbesleben, former Editor of Journal of Occupational and Organizational Psychology)

Informal Structure

Many journals don't provide criteria for reviews beyond asking for your 'analysis of merits'. In this case, you may wish to familiarize yourself with examples of other reviews done for the journal, which the editor should be able to provide or, as you gain experience, rely on your own evolving style.

Formal Structure

Other journals require a more formal approach. Sometimes they will ask you to address specific questions in your review via a questionnaire. Or they might want you to rate the manuscript on various attributes using a scorecard. Often you can't see these until you log in to submit your review. So when you agree to the work, it's worth checking for any journal-specific guidelines and requirements. If there are formal guidelines, let them direct the structure of your review.

In Both Cases

Whether specifically required by the reporting format or not, you should expect to compile comments to authors and possibly confidential ones to editors only.

Following the invitation to review, when you'll have received the article abstract, you should already understand the aims, key data and conclusions of the manuscript. If you don't, make a note now that you need to feedback on how to improve those sections.

The first read-through is a skim-read. It will help you form an initial impression of the paper and get a sense of whether your eventual recommendation will be to accept or reject the paper.

Keep a pen and paper handy when skim-reading.

Try to bear in mind the following questions - they'll help you form your overall impression:

• What is the main question addressed by the research? Is it relevant and interesting?
• How original is the topic? What does it add to the subject area compared with other published material?
• Is the paper well written? Is the text clear and easy to read?
• Are the conclusions consistent with the evidence and arguments presented? Do they address the main question posed?
• If the author is disagreeing significantly with the current academic consensus, do they have a substantial case? If not, what would be required to make their case credible?
• If the paper includes tables or figures, what do they add to the paper? Do they aid understanding or are they superfluous?

While you should read the whole paper, making the right choice of what to read first can save time by flagging major problems early on.

Editors say, " Specific recommendations for remedying flaws are VERY welcome ."

Examples of possibly major flaws include:

• Drawing a conclusion that is contradicted by the author's own statistical or qualitative evidence
• The use of a discredited method
• Ignoring a process that is known to have a strong influence on the area under study

If experimental design features prominently in the paper, first check that the methodology is sound - if not, this is likely to be a major flaw.

You might examine:

• The sampling in analytical papers
• The sufficient use of control experiments
• The precision of process data
• The regularity of sampling in time-dependent studies
• The validity of questions, the use of a detailed methodology and the data analysis being done systematically (in qualitative research)
• That qualitative research extends beyond the author's opinions, with sufficient descriptive elements and appropriate quotes from interviews or focus groups

Major Flaws in Information

If methodology is less of an issue, it's often a good idea to look at the data tables, figures or images first. Especially in science research, it's all about the information gathered. If there are critical flaws in this, it's very likely the manuscript will need to be rejected. Such issues include:

• Insufficient data
• Unclear data tables
• Contradictory data that either are not self-consistent or disagree with the conclusions
• Confirmatory data that adds little, if anything, to current understanding - unless strong arguments for such repetition are made

If you find a major problem, note your reasoning and clear supporting evidence (including citations).

After the initial read and using your notes, including those of any major flaws you found, draft the first two paragraphs of your review - the first summarizing the research question addressed and the second the contribution of the work. If the journal has a prescribed reporting format, this draft will still help you compose your thoughts.

The First Paragraph

This should state the main question addressed by the research and summarize the goals, approaches, and conclusions of the paper. It should:

• Help the editor properly contextualize the research and add weight to your judgement
• Show the author what key messages are conveyed to the reader, so they can be sure they are achieving what they set out to do
• Focus on successful aspects of the paper so the author gets a sense of what they've done well

The Second Paragraph

This should provide a conceptual overview of the contribution of the research. So consider:

• Is the paper's premise interesting and important?
• Are the methods used appropriate?
• Do the data support the conclusions?

After drafting these two paragraphs, you should be in a position to decide whether this manuscript is seriously flawed and should be rejected (see the next section). Or whether it is publishable in principle and merits a detailed, careful read through.

Even if you are coming to the opinion that an article has serious flaws, make sure you read the whole paper. This is very important because you may find some really positive aspects that can be communicated to the author. This could help them with future submissions.

A full read-through will also make sure that any initial concerns are indeed correct and fair. After all, you need the context of the whole paper before deciding to reject. If you still intend to recommend rejection, see the section "When recommending rejection."

Once the paper has passed your first read and you've decided the article is publishable in principle, one purpose of the second, detailed read-through is to help prepare the manuscript for publication. You may still decide to recommend rejection following a second reading.

" Offer clear suggestions for how the authors can address the concerns raised. In other words, if you're going to raise a problem, provide a solution ." (Jonathon Halbesleben, Editor of Journal of Occupational and Organizational Psychology)

Preparation

To save time and simplify the review:

• Don't rely solely upon inserting comments on the manuscript document - make separate notes
• Try to group similar concerns or praise together
• If using a review program to note directly onto the manuscript, still try grouping the concerns and praise in separate notes - it helps later
• Note line numbers of text upon which your notes are based - this helps you find items again and also aids those reading your review

Now that you have completed your preparations, you're ready to spend an hour or so reading carefully through the manuscript.

As you're reading through the manuscript for a second time, you'll need to keep in mind the argument's construction, the clarity of the language and content.

With regard to the argument’s construction, you should identify:

• Any places where the meaning is unclear or ambiguous
• Any factual errors
• Any invalid arguments

You may also wish to consider:

• Does the title properly reflect the subject of the paper?
• Does the abstract provide an accessible summary of the paper?
• Do the keywords accurately reflect the content?
• Is the paper an appropriate length?
• Are the key messages short, accurate and clear?

Not every submission is well written. Part of your role is to make sure that the text’s meaning is clear.

Editors say, " If a manuscript has many English language and editing issues, please do not try and fix it. If it is too bad, note that in your review and it should be up to the authors to have the manuscript edited ."

If the article is difficult to understand, you should have rejected it already. However, if the language is poor but you understand the core message, see if you can suggest improvements to fix the problem:

• Are there certain aspects that could be communicated better, such as parts of the discussion?
• Should the authors consider resubmitting to the same journal after language improvements?
• Would you consider looking at the paper again once these issues are dealt with?

On Grammar and Punctuation

Your primary role is judging the research content. Don't spend time polishing grammar or spelling. Editors will make sure that the text is at a high standard before publication. However, if you spot grammatical errors that affect clarity of meaning, then it's important to highlight these. Expect to suggest such amendments - it's rare for a manuscript to pass review with no corrections.

A 2010 study of nursing journals found that 79% of recommendations by reviewers were influenced by grammar and writing style (Shattel, et al., 2010).

1. The Introduction

A well-written introduction:

• Sets out the argument
• Summarizes recent research related to the topic
• Highlights gaps in current understanding or conflicts in current knowledge
• Establishes the originality of the research aims by demonstrating the need for investigations in the topic area
• Gives a clear idea of the target readership, why the research was carried out and the novelty and topicality of the manuscript

Originality and Topicality

Originality and topicality can only be established in the light of recent authoritative research. For example, it's impossible to argue that there is a conflict in current understanding by referencing articles that are 10 years old.

Authors may make the case that a topic hasn't been investigated in several years and that new research is required. This point is only valid if researchers can point to recent developments in data gathering techniques or to research in indirectly related fields that suggest the topic needs revisiting. Clearly, authors can only do this by referencing recent literature. Obviously, where older research is seminal or where aspects of the methodology rely upon it, then it is perfectly appropriate for authors to cite some older papers.

Editors say, "Is the report providing new information; is it novel or just confirmatory of well-known outcomes ?"

It's common for the introduction to end by stating the research aims. By this point you should already have a good impression of them - if the explicit aims come as a surprise, then the introduction needs improvement.

2. Materials and Methods

Academic research should be replicable, repeatable and robust - and follow best practice.

Replicable Research

This makes sufficient use of:

• Control experiments
• Repeated analyses
• Repeated experiments

These are used to make sure observed trends are not due to chance and that the same experiment could be repeated by other researchers - and result in the same outcome. Statistical analyses will not be sound if methods are not replicable. Where research is not replicable, the paper should be recommended for rejection.

Repeatable Methods

These give enough detail so that other researchers are able to carry out the same research. For example, equipment used or sampling methods should all be described in detail so that others could follow the same steps. Where methods are not detailed enough, it's usual to ask for the methods section to be revised.

Robust Research

This has enough data points to make sure the data are reliable. If there are insufficient data, it might be appropriate to recommend revision. You should also consider whether there is any in-built bias not nullified by the control experiments.

Best Practice

During these checks you should keep in mind best practice:

• Standard guidelines were followed (e.g. the CONSORT Statement for reporting randomized trials)
• The health and safety of all participants in the study was not compromised
• Ethical standards were maintained

If the research fails to reach relevant best practice standards, it's usual to recommend rejection. What's more, you don't then need to read any further.

3. Results and Discussion

This section should tell a coherent story - What happened? What was discovered or confirmed?

Certain patterns of good reporting need to be followed by the author:

• They should start by describing in simple terms what the data show
• They should make reference to statistical analyses, such as significance or goodness of fit
• Once described, they should evaluate the trends observed and explain the significance of the results to wider understanding. This can only be done by referencing published research
• The outcome should be a critical analysis of the data collected

Discussion should always, at some point, gather all the information together into a single whole. Authors should describe and discuss the overall story formed. If there are gaps or inconsistencies in the story, they should address these and suggest ways future research might confirm the findings or take the research forward.

4. Conclusions

This section is usually no more than a few paragraphs and may be presented as part of the results and discussion, or in a separate section. The conclusions should reflect upon the aims - whether they were achieved or not - and, just like the aims, should not be surprising. If the conclusions are not evidence-based, it's appropriate to ask for them to be re-written.

5. Information Gathered: Images, Graphs and Data Tables

If you find yourself looking at a piece of information from which you cannot discern a story, then you should ask for improvements in presentation. This could be an issue with titles, labels, statistical notation or image quality.

Where information is clear, you should check that:

• The results seem plausible, in case there is an error in data gathering
• The trends you can see support the paper's discussion and conclusions
• There are sufficient data. For example, in studies carried out over time are there sufficient data points to support the trends described by the author?

You should also check whether images have been edited or manipulated to emphasize the story they tell. This may be appropriate but only if authors report on how the image has been edited (e.g. by highlighting certain parts of an image). Where you feel that an image has been edited or manipulated without explanation, you should highlight this in a confidential comment to the editor in your report.

6. List of References

You will need to check referencing for accuracy, adequacy and balance.

Where a cited article is central to the author's argument, you should check the accuracy and format of the reference - and bear in mind different subject areas may use citations differently. Otherwise, it's the editor’s role to exhaustively check the reference section for accuracy and format.

You should consider if the referencing is adequate:

• Are important parts of the argument poorly supported?
• Are there published studies that show similar or dissimilar trends that should be discussed?
• If a manuscript only uses half the citations typical in its field, this may be an indicator that referencing should be improved - but don't be guided solely by quantity
• References should be relevant, recent and readily retrievable

Check for a well-balanced list of references that is:

• Helpful to the reader
• Fair to competing authors
• Not over-reliant on self-citation
• Gives due recognition to the initial discoveries and related work that led to the work under assessment

You should be able to evaluate whether the article meets the criteria for balanced referencing without looking up every reference.

7. Plagiarism

By now you will have a deep understanding of the paper's content - and you may have some concerns about plagiarism.

Identified Concern

If you find - or already knew of - a very similar paper, this may be because the author overlooked it in their own literature search. Or it may be because it is very recent or published in a journal slightly outside their usual field.

You may feel you can advise the author how to emphasize the novel aspects of their own study, so as to better differentiate it from similar research. If so, you may ask the author to discuss their aims and results, or modify their conclusions, in light of the similar article. Of course, the research similarities may be so great that they render the work unoriginal and you have no choice but to recommend rejection.

"It's very helpful when a reviewer can point out recent similar publications on the same topic by other groups, or that the authors have already published some data elsewhere ." (Editor feedback)

Suspected Concern

If you suspect plagiarism, including self-plagiarism, but cannot recall or locate exactly what is being plagiarized, notify the editor of your suspicion and ask for guidance.

Most editors have access to software that can check for plagiarism.

Editors are not out to police every paper, but when plagiarism is discovered during peer review it can be properly addressed ahead of publication. If plagiarism is discovered only after publication, the consequences are worse for both authors and readers, because a retraction may be necessary.

For detailed guidelines see COPE's Ethical guidelines for reviewers and Wiley's Best Practice Guidelines on Publishing Ethics .

8. Search Engine Optimization (SEO)

After the detailed read-through, you will be in a position to advise whether the title, abstract and key words are optimized for search purposes. In order to be effective, good SEO terms will reflect the aims of the research.

A clear title and abstract will improve the paper's search engine rankings and will influence whether the user finds and then decides to navigate to the main article. The title should contain the relevant SEO terms early on. This has a major effect on the impact of a paper, since it helps it appear in search results. A poor abstract can then lose the reader's interest and undo the benefit of an effective title - whilst the paper's abstract may appear in search results, the potential reader may go no further.

So ask yourself, while the abstract may have seemed adequate during earlier checks, does it:

• Do justice to the manuscript in this context?
• Highlight important findings sufficiently?
• Present the most interesting data?

Editors say, " Does the Abstract highlight the important findings of the study ?"

If there is a formal report format, remember to follow it. This will often comprise a range of questions followed by comment sections. Try to answer all the questions. They are there because the editor felt that they are important. If you're following an informal report format you could structure your report in three sections: summary, major issues, minor issues.

• Give positive feedback first. Authors are more likely to read your review if you do so. But don't overdo it if you will be recommending rejection
• Briefly summarize what the paper is about and what the findings are
• Try to put the findings of the paper into the context of the existing literature and current knowledge
• Indicate the significance of the work and if it is novel or mainly confirmatory
• Indicate the work's strengths, its quality and completeness
• State any major flaws or weaknesses and note any special considerations. For example, if previously held theories are being overlooked

Major Issues

• Are there any major flaws? State what they are and what the severity of their impact is on the paper
• Has similar work already been published without the authors acknowledging this?
• Are the authors presenting findings that challenge current thinking? Is the evidence they present strong enough to prove their case? Have they cited all the relevant work that would contradict their thinking and addressed it appropriately?
• If major revisions are required, try to indicate clearly what they are
• Are there any major presentational problems? Are figures & tables, language and manuscript structure all clear enough for you to accurately assess the work?
• Are there any ethical issues? If you are unsure it may be better to disclose these in the confidential comments section

Minor Issues

• Are there places where meaning is ambiguous? How can this be corrected?
• Are the correct references cited? If not, which should be cited instead/also? Are citations excessive, limited, or biased?
• Are there any factual, numerical or unit errors? If so, what are they?
• Are all tables and figures appropriate, sufficient, and correctly labelled? If not, say which are not

Your review should ultimately help the author improve their article. So be polite, honest and clear. You should also try to be objective and constructive, not subjective and destructive.

You should also:

• Write clearly and so you can be understood by people whose first language is not English
• Avoid complex or unusual words, especially ones that would even confuse native speakers
• Number your points and refer to page and line numbers in the manuscript when making specific comments
• If you have been asked to only comment on specific parts or aspects of the manuscript, you should indicate clearly which these are
• Treat the author's work the way you would like your own to be treated

Most journals give reviewers the option to provide some confidential comments to editors. Often this is where editors will want reviewers to state their recommendation - see the next section - but otherwise this area is best reserved for communicating malpractice such as suspected plagiarism, fraud, unattributed work, unethical procedures, duplicate publication, bias or other conflicts of interest.

However, this doesn't give reviewers permission to 'backstab' the author. Authors can't see this feedback and are unable to give their side of the story unless the editor asks them to. So in the spirit of fairness, write comments to editors as though authors might read them too.

Reviewers should check the preferences of individual journals as to where they want review decisions to be stated. In particular, bear in mind that some journals will not want the recommendation included in any comments to authors, as this can cause editors difficulty later - see Section 11 for more advice about working with editors.

You will normally be asked to indicate your recommendation (e.g. accept, reject, revise and resubmit, etc.) from a fixed-choice list and then to enter your comments into a separate text box.

Recommending Acceptance

If you're recommending acceptance, give details outlining why, and if there are any areas that could be improved. Don't just give a short, cursory remark such as 'great, accept'. See Improving the Manuscript

Recommending Revision

Where improvements are needed, a recommendation for major or minor revision is typical. You may also choose to state whether you opt in or out of the post-revision review too. If recommending revision, state specific changes you feel need to be made. The author can then reply to each point in turn.

Some journals offer the option to recommend rejection with the possibility of resubmission – this is most relevant where substantial, major revision is necessary.

What can reviewers do to help? " Be clear in their comments to the author (or editor) which points are absolutely critical if the paper is given an opportunity for revisio n." (Jonathon Halbesleben, Editor of Journal of Occupational and Organizational Psychology)

Recommending Rejection

If recommending rejection or major revision, state this clearly in your review (and see the next section, 'When recommending rejection').

Where manuscripts have serious flaws you should not spend any time polishing the review you've drafted or give detailed advice on presentation.

Editors say, " If a reviewer suggests a rejection, but her/his comments are not detailed or helpful, it does not help the editor in making a decision ."

In your recommendations for the author, you should:

• Give constructive feedback describing ways that they could improve the research
• Keep the focus on the research and not the author. This is an extremely important part of your job as a reviewer
• Avoid making critical confidential comments to the editor while being polite and encouraging to the author - the latter may not understand why their manuscript has been rejected. Also, they won't get feedback on how to improve their research and it could trigger an appeal

Remember to give constructive criticism even if recommending rejection. This helps developing researchers improve their work and explains to the editor why you felt the manuscript should not be published.

" When the comments seem really positive, but the recommendation is rejection…it puts the editor in a tough position of having to reject a paper when the comments make it sound like a great paper ." (Jonathon Halbesleben, Editor of Journal of Occupational and Organizational Psychology)

Visit our Wiley Author Learning and Training Channel for expert advice on peer review.

Watch the video, Ethical considerations of Peer Review

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• Blood Transfus
• v.11(2); 2013 Apr

How to write a scientific manuscript for publication

Giancarlo maria liumbruno.

1 Immunohaematology, Transfusion Medicine and Clinical Pathology Units, “San Giovanni Calibita” Fatebenefratelli Hospital, AFAR, Rome, Italy

Claudio Velati

2 Immunohaematology and Transfusion Medicine Department, Ospedale Maggiore Pizzardi, Azienda USL Bologna, Bologna, Italy

Patrizio Pasqualetti

3 Medical Statistics & Information Technology, Fatebenefratelli Association for Research, Isola Tiberina, Rome, Italy

Massimo Franchini

4 Department of Transfusion Medicine and Haematology, Carlo Poma Hospital, Mantua, Italy

Introduction

The origins and development of the scientific and technical press can be traced back to 1665 when the first “modern” scientific papers appeared and were characterized by non standardised form and style 1 . Subsequently, nearly 300 years ago 2 , in an attempt to ensure that articles met the journal’s standards of quality and scientific validity, the peer-reviewed process for scientific manuscripts was born in England and France. Since then, there has been an enormous proliferation of scientific journals and manuscripts so that, at present, the numbers of biomedical papers published annually by over 20,000 journals, at a rate of 5,500 new papers per day, far exceeds 2,000,000 1 , 2 .

Published scientific papers and professional meetings are really essential to disseminate relevant information and research findings. However, most of the abstracts of presentations given at scientific meetings are usually available only in conference proceedings although they have the potential to be subsequently published as articles in peer-reviewed journals.

A recently published Cochrane review showed that only 44.5% of almost 30,000 scientific meeting abstracts were published as articles 3 . No association between full publication and authors’ country of origin was detected. Factors associated with full publication included acceptance vs rejection of abstracts for oral or poster presentations, acceptance for oral presentations rather than poster sessions, “positive” results, using the report authors’ definition of “positive”, randomised trial study design and basic rather than clinical research.

Possible reasons for failed publication include lack of time, research still underway, problems with co-authors and negative results 4 . Undoubtedly, lack of the necessary skills and experience in the process of writing and publishing is another possible contributing factor also in the field of Transfusion Medicine although the specialists in this discipline are currently adopting the principles and research methodologies that support evidence-based medicine 5 , and high-level research is actually being carried out at the same rate as in all medical specialties.

There are three broad groups of manuscripts: original scientific articles, reviews and case reports. Although case reports are part of the evidence hierarchy in evidence-based practice, albeit at a lower level, and case series are incorporated in a significant proportion of health technology assessments 6 , this article will address the multiple steps required in writing original articles and reviews with the aim of providing the reader with the necessary tools to prepare, submit and successfully publish a manuscript.

The anatomy of a paper: from origin to current format

The history of scientific journals dates from 1665, when the French “Journal des sçavans” and the English “Philosophical Transactions of the Royal Society” first began systematically publishing research results 7 . From then on, the initial structure of scientific papers evolved gradually from letters (usually by a single author, with a polite style and contemporarily addressing multiple subjects) and experimental reports (essentially descriptive and presenting experiences and effects in chronological order) to a better structured and more fluent form characterised by an embryonic description of methods and interpretation of results. This evolved way of reporting experiments gradually replaced the letter form.

It was not, however, until the second half of the 19 th century that the method description became fully developed and a comprehensive organisation of the manuscripts known as “theory-experiment-discussion” emerged 1 . At the beginning of the last century a gradual decrease of the use of the literary style coincided with a growing standardisation of the editorial rules that paved the way for the formal established Introduction, Methods, Results, and Discussion (IMRAD) structure of scientific papers, which was adopted in the 1980s.

At present, IMRAD is the format encouraged for the text of observational (i.e. retrospective/descriptive) and experimental (i.e. randomised controlled) studies by the “Uniform Requirements for Manuscripts Submitted to Biomedical Journals” which have become the most important and widely accepted (by over 500 biomedical journals) guide to writing, publishing, and editing in international biomedical publications 8 . The Uniform Requirements are released by the International Committee of Medical Journal Editors (ICMJE), an evolution of the initial group of Journal Editors who met for the first time in Vancouver in 1978 and subsequently issued a number of editorial policy statements and guidelines for manuscript submission.

According to the ICMJE, “this so-called IMRAD structure is not an arbitrary publication format but rather a direct reflection of the process of scientific discovery” 9 . In addition it facilitates modular reading and locating of specific information, which is normally found in pre-established sections of an article 7 .

“Long articles may need subheadings within some sections (especially Results and Discussion) to clarify their content. Other types of articles, such as case reports, reviews and editorials, probably need to be formatted differently” 9 .

This format does not comprise other important and integral parts of the article, such as the Title Page, Abstract, Acknowledgements, Figures and Tables (comprising their legends) and References 8 .

There are often slight variations from one journal’s format to another but every journal has instructions to authors available on their website and it is crucial that authors download and comply with them.

The latest edition of the Uniform Requirements was updated in April 2010; it is available at the ICMJE website and is an essential guideline for all authors writing a biomedical manuscript 9 .

Consolidated standards of reporting trials

Medical science depends entirely on the transparent reporting of clinical trials 10 .

Unfortunately, several reviews have documented deficiencies in reports of clinical trials 11 – 15 .

In 1996, a group of scientists and editors developed the CONsolidated Standards Of Reporting Trials (CONSORT) statement which is intended to improve the reporting of a randomised, controlled trial (RCT), enabling readers to understand the design of a trial, its conduct, analysis and interpretation and to assess the validity of its results 16 . It emphasises that this can only be achieved through complete transparency from authors.

The CONSORT statement was updated in 2001 and after the 2007 meeting the statement was further revised and published as CONSORT 2010 which is the most up-to-date version and can be freely viewed and downloaded through one of the several link to Journals available at the CONSORT website under the section “CONSORT Statement - Downloads” 17 . The statement facilitates critical appraisal and interpretation of RCT and many leading medical journals and major international editorial groups have endorsed it.

The statement consists of a checklist (25 items) and a flow diagram that authors can use for reporting a RCT. The checklist items pertain to the content of the Title, Abstract, Introduction, Methods, Results, Discussion and Other information. The flow diagram is intended to depict the passage of participants through a RCT (enrolment, intervention allocation, follow-up and analysis). It is strongly recommended that the CONSORT Statement be used in conjunction with the CONSORT Explanation and Elaboration Document which is available at the CONSORT website under the above mentioned section 17 .

Another major point to consider is the obligation to register clinical trials 9 .

In September 2004 the ICMJE changed their policy and decided they would consider trials for publication only if they had been registered before the enrolment of the first participant. The ICMJE accepts registration in the international registries listed in Table I .

International trial registries acceptable to the International Committee of Medical Journal Editors and relevant websites.

Strengthening the reporting of observational studies in epidemiology

The reporting of observational studies frequently lacks details and is not clear enough 18 , 19 . Consequently the quality is poor although many questions in medical research are investigated in observational studies and overwhelming evidence is also extrapolated from them 20 . In fact, observational studies are more suitable for the detection of rare or late adverse effects of treatments, and are more likely to provide an indication of what is achieved in daily medical practice 21 .

To improve the reporting of observational studies (cohort, case-control or cross-sectional studies) a group of methodologists, researchers and editors developed a useful checklist of 22 items: the StrengThening the Reporting of OBservational studies in Epidemiology (STROBE) Statement 21 . The checklist items pertain to the content of the Title, Abstract, Introduction, Methods, Results, Discussion and Other information sections of articles. The STROBE checklists can be freely viewed and downloaded at the STROBE website under the section “Available checklists” 22 . They also include a draft checklist for conference abstracts (items to be included when reporting observational studies in a conference abstract) pertaining to the content of the following sections: Title, Authors, Study design, Objective, Methods, Results and Conclusion.

The STROBE Statement provides guidance to authors on how to improve the reporting of observational studies, it facilitates critical appraisal and interpretation of studies and is widely supported by reviewers, a growing number of biomedical journal editors and readers.

The STROBE checklist is best used in conjunction with an explanation and elaboration article which discusses each of the 22 checklist items, gives methodological background, publishes examples of transparent reporting and is freely available at the STROBE Statement website under the above mentioned section through the link with the Journals in which the document has been published (PLoS Medicine, Annals of Internal Medicine and Epidemiology) 22 .

As review articles comprehensively cover a specific biomedical topic and justify future research directions, they require that the author extensively review and master the literature and then develop some general statements and conclusions with practical implications for patients’ care 23 , 24 . In addition, they should provide an updated reference for those readers interested in broadening their knowledge of critical issues. Review articles are, therefore, important not only for younger physicians early in their career but also for senior academic staff as they represent a tool for intellectual enrichment and enhancement of the standards of research. Writing a review requires knowledge and continuous improvement of qualifications in line with the accumulation of better and updated scientific literature evidence. For this reason, journals often invite experts on a specific topic to write a review article. However, authors can also ask Editors if they would be interested in publishing a review article on a particular, topical, relevant and debated issue.

As reviews are the most accessed among the various types of articles and contribute substantially to the impact factor of journals, obviously they are welcomed and encouraged by many journals and have become an inseparable part of the writing scientific culture.

The three basic types of literature reviews are narrative reviews (which include editorials, commentaries and narrative overviews or non-systematic narrative reviews), qualitative systematic reviews and quantitative systematic reviews (meta-analyses) ( Table II ) 25 .

Summary of the types of literature reviews.

Editorials, typically written by the editor of the journal or an invited guest, may be a narrative review if the author retrieves and summarises information about a particular topic for the reader 25 . Usually, these types of narrative reviews are based upon a short, select and narrowly focused review of only a few papers. However, editorials may be no more than the editor’s comments regarding a current issue of the journal or a current event in health care and do not, therefore, automatically qualify as narrative reviews.

Commentaries

Commentaries may also be written as a narrative review; however, they are typically written with a particular opinion being expressed 25 . Research methodology is not usually presented in these articles which reflect the author’s biased synthesis of other articles. Commentaries are usually shorter than a full-length review article and the author should be an expert in the content area of the commentary. Usually, the purpose of a commentary is to stimulate academic debate between the journal’s readers.

Narrative reviews

Non-systematic narrative reviews are comprehensive narrative syntheses of previously published information 26 . This type of literature review reports the author’s findings in a condensed format that typically summarises the contents of each article. Authors of narrative overviews are often acknowledged experts in the field and have conducted research themselves. Editors sometimes solicit narrative overviews from specific authors in order to bring certain issues to light. Although the bibliographic research methodology is an obligatory section in systematic reviews and meta-analyses, it is also becoming an inseparable part of narrative literature reviews. Providing information on the databases accessed, terms, inclusion and exclusion criteria and time limits adds objectivity to the main messages and conclusions. It is advisable to use only credible databases (at least two or three) which only select high-quality publications that contain the most up-to-date information (see Table III ) 24 . The best way to organise the analysis of the sources in the main text of a narrative biomedical review is to transform information from the retrieved publications into bibliographic cards with a short description of the main results, level of evidence, strengths and limitations of each study and relevance to each section of the manuscript. Furthermore, the readability of a review can be improved by including a few self-explanatory tables, boxes, and figures synthesising essential information and conveying original messages 24 . We also suggest the use of software packages for reference management, which saves time during the multiple revisions.

Main online libraries, catalogues and databases.

In conclusion, a successful narrative review should have the following characteristics: be well-structured, synthesise the available evidence pertaining to the topic, convey a clear message and draw conclusions supported by data analysis.

Qualitative systematic reviews

Qualitative systematic reviews are a type of literature review that employ detailed, rigorous and explicit methods and are, therefore, a more powerful evidence-based source to garner clinical information than narrative reviews, case reports, case series, and poorly conducted cohort studies. A detailed bibliographic research based upon a focused question or purpose is the peculiar characteristic of a systematic review 27 . These reviews are called qualitative because the process by which the individual studies are integrated includes a summary and critique of the findings derived from systematic methods, but does not statistically combine the results of all of the studies reviewed.

Quantitative systematic reviews

A quantitative systematic review or meta-analysis critically evaluates each paper and statistically combines the results of the studies 28 . The authors of a meta-analysis employ all of the rigorous methodology of qualitative systematic reviews and, in addition, gather the original patients’ data from each of the studies under review, pool it all together in a database and produce the appropriate statistics on this larger sample. While this process leads to a more powerful and generalizable conclusion, which is the strength of the meta-analysis, on the other hand it can pool together studies that are very heterogeneous which is the main drawback of a quantitative systematic review. Nevertheless, well-executed quantitative systematic reviews constitute the highest level of evidence for medical decision making 28 .

The recently published Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) statement aims to help improve reporting, focusing on systematic reviews of RCT. The Statement consists of a checklist of 27 essential items for transparent reporting and a flow diagram for the phases of study selection and is accompanied by the PRISMA Explanation and Elaboration Document, which, among other things, provides examples of good reporting for the various review sections 29 .

A further guidance on the reporting of systematic reviews has been published by the Cochrane Collaboration, an international organisation that prepares, updates and publishes systematic reviews of the effects of health-care interventions following a standardised format 30 .

Preparing to write a manuscript Background information

The question or hypothesis formulated by the investigator is the common starting point to search the relevant published literature for an answer 31 . Gathering the background information through an extensive literature search relevant to the topic of interest is the subsequent essential step. Peer reviewers are often experts and not citing important articles poses the manuscript at risk of rejection. It is advisable to consult at least two or three credible databases (see Table III ) to identify the crucial relevant articles and to track down “landmark” articles. In addition, avoid using papers published more than 10 years ago and do not rely on just the abstracts but obtain full-text articles. Articles relevant to the research topic and published in the journal in which the paper is to be submitted should be reviewed and cited 32 .

Last but not least, the bibliographical search should also aim at finding recently published articles similar to the one the author intends to submit. In fact, a journal can be less interested in publishing such a manuscript unless the results reflect new or different findings.

Target journal

It can be worth thinking about this issue before starting to write as a proper choice of the journal can affect not only the writing style but also the ease of publication and the prompt dissemination of research. Ideally, the target journal should be the one in which similar work has been published 32 .

Electronic and open-access journals are the latest resources for publishing and data dissemination available on the scientific journal horizon.

It is also worth considering an appropriate level of impact factor or journal quality. The impact factor of a journal is a measure reflecting the average number of citations to recent articles published in science and social science journals. It is determined by the ratio of the number of citations of papers from that journal in the whole of the biomedical literature over a 2-year period. It is frequently used as a proxy for the relative importance of a journal within its field, with journals with higher impact factors deemed to be more important than those with lower ones.

It is also extremely important to read the instructions to authors section of the selected journal carefully. In fact, although there is a general style for most biomedical journals as agreed by the ICMJE in the Uniform Requirements 9 , individual journals may differ slightly in detail.

It is always best to sort out authorship before writing a manuscript as authorship order can be a source of problems once the paper has been written 23 .

Several guidelines relating to authorship are available and this issue has been extensively addressed in a recently published review article by Elizabeth Wager 33 . Most guidelines on the authorship of scientific articles are focused more on creative and intellectual aspects of research than on routine or technical contributions.

Alhough not universally accepted, the authorship criteria suggested by the ICMJE are the ones most widely promoted by medical journals 9 . According to these criteria, co-authors should: (i) substantially contribute to conception and design of the study, acquisition of data, or analysis and interpretation of data; (ii) draft the article or revise it critically for important intellectual content; and (iii) approve the final version.

The authors are listed in decreasing order of their contribution and the senior author, or mentor, should be the last but this convention has never been codified 33 .

It is advisable to provide accurate affiliations and contacts as they will be published on PubMed as well as in the journal but it is also important to agree on the corresponding author who should have full access to the study data and through the provided e-mail address will be the link with the scientific community for the future 1 .

Ethical issues

In addition to the authorship discussed above, there are several ethical issues involved in writing a paper. These include fabrication of data, duplicate publication, plagiarism, misuse of statistics, manipulation of images and inadequate or obviously false citations 31 .

A must-read for all those who are involved in any editorial activity are the guidelines released by the Committee on Publication Ethics (COPE) which is a forum for editors and publishers of peer-reviewed journals to discuss all aspects of publication ethics 34 . COPE provides advice to editors and publishers on all aspects of publication ethics and, in particular, how to handle cases of research and publication misconduct.

Writing the manuscript

Several models for the initial draft exist. A useful algorithm for writing a scientific manuscript is the one recently published by O’Connor and Holmquist 35 . According to these authors, the writing should start with making figures and tables, and then proceed with summary statements (the conclusions summarising the major contributions of the manuscript to the scientific community), identification of the audience, materials and methods, results, discussion, references, introduction, title and conclusion. The aim of this algorithm is to give the structural backbone to the manuscript and is designed to overcome writer’s block and to assist scientists who are not native English speakers.

A further and more general strategy to increase productivity during the early phases of manuscript writing is to ignore at the outset all the details that can be approached later such as structure, grammar and spelling.

The sequence of writing should address the following core sections of the paper in the order from first to last: methods, results, discussion and introduction 31 , 36 , 37 .

“Like every well-written story, a scientific manuscript should have a beginning (Introduction), middle (Materials and Methods), and an end (Results). The Discussion (the moral of the story) puts the study in perspective. The Abstract is an opening summary of the story and the Title gives the story a name” 38 . However, as correctly pointed out by Michael McKay, “writing is not necessarily in the temporal order of the final document (i.e. the IMRAD format)” 39 .

The take-home messages are, therefore: (i) a clear understanding of the essential components of each of these sections is critical to the successful composition of a scientific manuscript; (ii) the proper order of writing greatly facilitates the ease of writing; (iii) the approach to writing can be customised by authors on the basis both of the subject they are dealing with and their personal experience; (iv) the CONSORT 16 , 17 , STROBE 21 , 22 or PRISMA 29 statement must be used as a guidance document for the appropriate reporting of the type of study the authors are dealing with 31 , 32 , 38 .

In the following part of this paper the different sections of a manuscript will be dealt with in the order they are presented in the final document.

Title, keywords and abstract

The title is determinant for the indexing process of the article and greatly contributes to the visibility of the paper. It should reflect the essence of the article, its novelty and its relevance to the biomedical field it deals with 24 . It should be clear, brief, specific, not include jargon or non-standard and unexplained abbreviations, reflect the purpose of the study and state the issue(s) addressed rather than the conclusions 38 . Indicative titles are, therefore, better than declarative ones. Obviously, the title and abstract should correlate with each other.

Available evidence suggests that the presence of a colon in the title positively correlates with the number of citations 40 . In other words, the more specific and accurate the description of the content is, the more chance the manuscript has of being cited 38 .

The title of systematic reviews should ideally follow the participants, interventions, comparisons, outcomes, and study design (PICOS) approach, and include the terms “systematic review”, “meta-analysis”, or both 41 .

The keywords enable the database searching of the article and should be provided in compliance with the instructions to authors. A careful choice from the Medical Subject Headings (MeSH) in the National Library of Medicine (NLM) controlled vocabulary thesaurus used for indexing articles in PubMed greatly increases the chances the paper is retrieved and cited by other authors 42 .

The abstract is the last section to be written but it is the most important part of a paper because it is usually the first to be read and readers use the information contained in it to decide whether to read the whole article or not. It should be a concise summary of the manuscript and no longer than specified in the instructions to authors. Usually, abstracts do not contain references and abbreviations and acronyms are not always allowed. If required, it has to be structured in a specific way. For example, original articles submitted to Blood Transfusion, require an abstract of no more than 2,000 characters (including spaces), structured as follows: Background, Materials and methods, Results, Discussion 43 .

A good abstract should be easy to understand and broadly appealing, informative but not too detailed. It can start with a sentence or two outlining the work; then the disease and/or system studied must be introduced and what was previously unknown has to be stated in order to provide a brief overview of the current state-of-the art knowledge on the issue. The methods must be summarised without too many details; the major findings must be clearly indicated and followed by a sentence or two showing the major implications of the paper that must be consistent with the study conclusions without overestimating their possible relevance 44 . In the abstract the present tense should be used to refer to facts already established in the field, while the findings from the current study should be dealt with in the past tense.

The aim of the introduction is to introduce the topic to the readers in a straightforward way, avoiding excessive wordiness 42 . For this reason it should be short and focused, comprising approximately three paragraphs in one page 37 .

The first paragraph should mention the questions or issues that outline the background of the study and establish, using the present tense, the context, relevance, or nature of the problem, question, or purpose (what is known) 23 , 37 .

The second paragraph may include the importance of the problem and unclear issues (what is unknown).

The last paragraph should state the rationale, hypothesis, main objective, or purpose thus clearly identifying the hypothesis to be treated and the questions addressed in the manuscript (why the study was done).

One of the most common mistakes is the failure to make a clear statement of purpose. This is because many research projects, especially retrospective clinical studies, do not start at the beginning (with the identification of a specific question, followed by methods and data collection) but begin by collecting data without first identifying a specific question to be addressed that must in any case be established before beginning to write 38 . Data or conclusions from the study should not be presented or anticipated in the introduction section.

Writing the introduction at the end of the process prevents any block and it is easier after the methods, results and discussion have been completed.

Materials and methods

The methods section is one of the most important parts of a scientific manuscript and its aim is to give the reader all the necessary details to replicate the study.

CONSORT 16 , 17 , STROBE 21 , 22 and PRISMA 29 statements provide a guideline relevant to the particular type of study 2 , 42 .

The two essential elements of this section are a clear presentation of the study design and the identification and description of the measurement parameters used to evaluate the purpose of the study.

It is, therefore, necessary to provide a thorough explanation of the research methodology, including the study design, data collection, analysis principles and rationale. Special attention should be paid to the sample selection, including inclusion and exclusion criteria and to any relevant ethical considerations. A description of the randomisation or other group assignment methods used should be included, as should be the pre-specified primary and secondary outcome(s) and other variables.

According to the Uniform Requirements 9 , in the case of experimental/clinical reports involving patients or volunteers, the authors must provide information about institutional, regulatory and ethical Committee authorisation, informed consent from patients and volunteers and the observance of the latest release of the Helsinki Declaration 45 .

When reporting experiments on animals, authors should state which institutional authority granted approval for the animal experiments 9 .

Finally, in addition to describing and identifying all the measurement parameters used, it is also important to describe any unusual statistical methodology applied, how subjects were recruited and compensated and how compliance was measured (if applicable).

The results section consists of the organised presentation of the collected data. All measurements that the authors described in the materials and methods section must be reported in the results section and be presented in the same order as they were in that section 35 . The past tense should be used as results were obtained in the past. Author(s) must ensure that they use proper words when describing the relationship between data or variables. These “data relation words” should be turned into “cause/effect logic and mechanistic words” in the discussion section. A clear example of the use of this appropriate language can be found in the article by O’Connor 35 .

This section should include only data, including negative findings, and not background or methods or results of measurements that were not described in the methods section 2 . The interpretation of presented data must not be included in this section.

Results for primary and secondary outcomes can be reported using tables and figures for additional clarity. The rationale for end-point selection and the reason for the non-collection of information on important non-measured variables must be explained 35 .

Figures and tables should be simple, expand text information rather than repeat it, be consistent with reported data and summarise them 23 . In addition, they should be comprehensible on their own, that is, with only title, footnotes, abbreviations and comments.

References in this section should be limited to methods developed in the manuscript or to similar methods reported in the literature.

Patients’ anonymity is essential unless consent for publication is obtained.

The main objective of the discussion is to explain the meaning of the results.

This section should be structured as if it were a natural flow of ideas and should start with a simple statement of the key findings and whether they are consistent with the study objectives enunciated in the last paragraph of the introduction. The strengths and the limitations of the research and what the study adds to current knowledge should then be addressed 42 .

Through logical arguments, the authors should convert the relations of the variables stated in the results section into mechanistic interpretations of cause and effect using the present tense as these relations do exist at present 35 . In addition, they should describe how the results are consistent or not with similar studies and discuss any confounding factors and their impact.

They should avoid excessive wordiness and other commonly made errors such as 38 : (i) including information unrelated to the stated purpose of the article; (ii) repeating detailed data previously presented in the Results section; (iii) not interpreting and not critically analysing results of other studies reviewed and cited but rather just repeating their findings; (iv) presenting new data or new details about techniques and enrolment criteria, and (v) overstating the interpretation of the results.

Another common mistake is to forget to criticise the research described in the manuscript by highlighting the limitations of the study. The value of a scientific article is enhanced not only by showing the strengths but also the weak points of the evidence reported in the paper.

The conclusion is a separate, last paragraph that should present a concise and clear “take home” message avoiding repetition of concepts already expressed 32 . The authors should also avoid excessive generalizations of the implications of the study and remember that except for RCT there can only be testable hypotheses and observed associations, rather than rigorous proof of cause and effect 42 . Possible implications for current clinical practice or recommendations should be addressed only if appropriate.

Finally, the areas for possible improvement with future studies should be addressed avoiding ambiguous comments such as “there is a need for further research” and if there is a real need for further studies on the topic it is strongly advisable to be specific about the type of research suggested.

Acknowledgements

All contributors who do not meet the criteria for authorship should be listed in an Acknowledgements section 9 . The authors should, therefore, add a statement on the type of assistance, if any, received from the sponsor or the sponsor’s representative and include the names of any person who provided technical help, writing assistance, editorial support or any type of participation in writing the manuscript.

In addition, “when submitting a manuscript authored by a group, the corresponding author should clearly indicate the preferred citation and identify all individual authors as well as the group name. Journals generally list other members of the group in the Acknowledgments. The NLM indexes the group name and the names of individuals the group has identified as being directly responsible for the manuscript; it also lists the names of collaborators if they are listed in Acknowledgments” 9 .

The first suggestion is to follow the journal’s policies and formatting instructions, including those for books and web-based references. Other general considerations related to references, including the following ones, can be found in the Uniform Requirements 9 .

References to review articles are an efficient way to guide readers to a body of literature but they do not always reflect original work accurately. Papers accepted but not yet published should be designated as “in press” or “forthcoming” and information from manuscripts submitted but not accepted should be cited in the text as “unpublished observations”.

Avoid using abstracts as references and citing a “personal communication” unless it provides essential information not available from a public source. In this case the name of the person and date of communication should be cited in parentheses in the text. Do not include manuscripts “in submission”

In addition it is important to remember that “authors are responsible for checking that none of the references cite retracted articles except in the context of referring to the retraction. Authors can identify retracted articles in MEDLINE by using the following search term, where pt in square brackets stands for publication type: Retracted publication [pt] in PubMed” 9 . Last but not least, remember that if a reviewer does not have access to any references he or she can ask the author for a full (pdf) copy of the relevant works.

Tips for successful revision of a manuscript

Most papers are accepted after some degree of revision. In some cases, a manuscript may be rejected after internal and editorial review only.

The process of revising a manuscript and successfully responding to the comments of reviewers and Editor can be challenging. Little has been published addressing the issue of effectively revising a manuscript according to the (minor or major) comments of reviewers. This topic was recently extensively and pragmatically covered by James M. Provenzale 46 . The ten principles for revising a manuscript suggested by the author are reported in Table IV .

Ten principles for revising a manuscript suggested by James M. Provenzale 46 .

Many manuscripts are not published simply because the authors have not followed the few simple rules needed to write a good article. We hope that this paper provides the reader with the basic steps to build a draft manuscript and an outline of the process needed for publishing a manuscript. However, in Table V we summarise the ten principles we strongly recommend to comply with in order to improve the likelihood of publication of a scientific manuscript 47 .

Ten principles to improve the likelihood of publication of a scientific manuscript, suggested by James M. Provenzale 47 .

The Authors declare no conflicts of interest.

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How to Write a Peer Review

When you write a peer review for a manuscript, what should you include in your comments? What should you leave out? And how should the review be formatted?

This guide provides quick tips for writing and organizing your reviewer report.

Review Outline

Use an outline for your reviewer report so it’s easy for the editors and author to follow. This will also help you keep your comments organized.

Think about structuring your review like an inverted pyramid. Put the most important information at the top, followed by details and examples in the center, and any additional points at the very bottom.

Here’s how your outline might look:

1. Summary of the research and your overall impression

In your own words, summarize what the manuscript claims to report. This shows the editor how you interpreted the manuscript and will highlight any major differences in perspective between you and the other reviewers. Give an overview of the manuscript’s strengths and weaknesses. Think about this as your “take-home” message for the editors. End this section with your recommended course of action.

2. Discussion of specific areas for improvement

It’s helpful to divide this section into two parts: one for major issues and one for minor issues. Within each section, you can talk about the biggest issues first or go systematically figure-by-figure or claim-by-claim. Number each item so that your points are easy to follow (this will also make it easier for the authors to respond to each point). Refer to specific lines, pages, sections, or figure and table numbers so the authors (and editors) know exactly what you’re talking about.

Major vs. minor issues

What’s the difference between a major and minor issue? Major issues should consist of the essential points the authors need to address before the manuscript can proceed. Make sure you focus on what is  fundamental for the current study . In other words, it’s not helpful to recommend additional work that would be considered the “next step” in the study. Minor issues are still important but typically will not affect the overall conclusions of the manuscript. Here are some examples of what would might go in the “minor” category:

• Missing references (but depending on what is missing, this could also be a major issue)
• Technical clarifications (e.g., the authors should clarify how a reagent works)
• Data presentation (e.g., the authors should present p-values differently)
• Typos, spelling, grammar, and phrasing issues

3. Any other points

Confidential comments for the editors.

Some journals have a space for reviewers to enter confidential comments about the manuscript. Use this space to mention concerns about the submission that you’d want the editors to consider before sharing your feedback with the authors, such as concerns about ethical guidelines or language quality. Any serious issues should be raised directly and immediately with the journal as well.

This section is also where you will disclose any potentially competing interests, and mention whether you’re willing to look at a revised version of the manuscript.

Do not use this space to critique the manuscript, since comments entered here will not be passed along to the authors.  If you’re not sure what should go in the confidential comments, read the reviewer instructions or check with the journal first before submitting your review. If you are reviewing for a journal that does not offer a space for confidential comments, consider writing to the editorial office directly with your concerns.

Get this outline in a template

Giving Feedback

Giving feedback is hard. Giving effective feedback can be even more challenging. Remember that your ultimate goal is to discuss what the authors would need to do in order to qualify for publication. The point is not to nitpick every piece of the manuscript. Your focus should be on providing constructive and critical feedback that the authors can use to improve their study.

If you’ve ever had your own work reviewed, you already know that it’s not always easy to receive feedback. Follow the golden rule: Write the type of review you’d want to receive if you were the author. Even if you decide not to identify yourself in the review, you should write comments that you would be comfortable signing your name to.

In your comments, use phrases like “ the authors’ discussion of X” instead of “ your discussion of X .” This will depersonalize the feedback and keep the focus on the manuscript instead of the authors.

General guidelines for effective feedback

• Justify your recommendation with concrete evidence and specific examples.
• Be specific so the authors know what they need to do to improve.
• Be thorough. This might be the only time you read the manuscript.
• Be professional and respectful. The authors will be reading these comments too.
• Remember to say what you liked about the manuscript!

Don’t

• Recommend additional experiments or  unnecessary elements that are out of scope for the study or for the journal criteria.
• Tell the authors exactly how to revise their manuscript—you don’t need to do their work for them.
• Use the review to promote your own research or hypotheses.
• Focus on typos and grammar. If the manuscript needs significant editing for language and writing quality, just mention this in your comments.
• Submit your review without proofreading it and checking everything one more time.

Before and After: Sample Reviewer Comments

Keeping in mind the guidelines above, how do you put your thoughts into words? Here are some sample “before” and “after” reviewer comments

✗ Before

“The authors appear to have no idea what they are talking about. I don’t think they have read any of the literature on this topic.”

✓ After

“The study fails to address how the findings relate to previous research in this area. The authors should rewrite their Introduction and Discussion to reference the related literature, especially recently published work such as Darwin et al.”

“The writing is so bad, it is practically unreadable. I could barely bring myself to finish it.”

“While the study appears to be sound, the language is unclear, making it difficult to follow. I advise the authors work with a writing coach or copyeditor to improve the flow and readability of the text.”

“It’s obvious that this type of experiment should have been included. I have no idea why the authors didn’t use it. This is a big mistake.”

“The authors are off to a good start, however, this study requires additional experiments, particularly [type of experiment]. Alternatively, the authors should include more information that clarifies and justifies their choice of methods.”

Suggested Language for Tricky Situations

You might find yourself in a situation where you’re not sure how to explain the problem or provide feedback in a constructive and respectful way. Here is some suggested language for common issues you might experience.

What you think : The manuscript is fatally flawed. What you could say: “The study does not appear to be sound” or “the authors have missed something crucial”.

What you think : You don’t completely understand the manuscript. What you could say : “The authors should clarify the following sections to avoid confusion…”

What you think : The technical details don’t make sense. What you could say : “The technical details should be expanded and clarified to ensure that readers understand exactly what the researchers studied.”

What you think: The writing is terrible. What you could say : “The authors should revise the language to improve readability.”

What you think : The authors have over-interpreted the findings. What you could say : “The authors aim to demonstrate [XYZ], however, the data does not fully support this conclusion. Specifically…”

What does a good review look like?

Check out the peer review examples at F1000 Research to see how other reviewers write up their reports and give constructive feedback to authors.

Time to Submit the Review!

Be sure you turn in your report on time. Need an extension? Tell the journal so that they know what to expect. If you need a lot of extra time, the journal might need to contact other reviewers or notify the author about the delay.

Tip: Building a relationship with an editor

You’ll be more likely to be asked to review again if you provide high-quality feedback and if you turn in the review on time. Especially if it’s your first review for a journal, it’s important to show that you are reliable. Prove yourself once and you’ll get asked to review again!

• Getting started as a reviewer
• Responding to an invitation
• Reading a manuscript
• Writing a peer review

The contents of the Peer Review Center are also available as a live, interactive training session, complete with slides, talking points, and activities. …

The contents of the Writing Center are also available as a live, interactive training session, complete with slides, talking points, and activities. …

There’s a lot to consider when deciding where to submit your work. Learn how to choose a journal that will help your study reach its audience, while reflecting your values as a researcher…

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Preparing your manuscript.

What are you submitting? The main manuscript document The title page How do I format my article? Sage Author Services

What are you submitting? 

Sage journals publish a variety of different article types, from original research, review articles, to commentaries and opinion pieces. Please view your chosen journal’s submission guidelines for information on what article types are published and what the individual requirements are for each. Below are general guidelines for submitting an original research article. 

Whatever kind of article you are submitting, remember that the language you use is important. We are committed to promoting equity throughout our publishing program, and we believe that using language is a simple and powerful way to ensure the communities we serve feel welcomed, respected, safe, and able to fully engage with the publishing process and our published content. Inclusive language considerations are especially important when discussing topics like age, appearance, disability, ethnicity, gender, gender identity, race, religion, sexual orientation, socioeconomic status, emigration status, and weight. We have produced an Inclusive Language Guide that recommends preferred terminology on these topics. We recognize that language is constantly evolving and we’re committed to ensuring that this guide is continuously updated to reflect changing practices. The guide isn't exhaustive, but we hope it serves as a helpful starting point.  

The main manuscript document 

Have a look at your chosen journal’s submission guidelines for information on what sections should be included in your manuscript. Generally there will be an Abstract, Introduction, Methodology, Results, Discussion, Conclusion, Acknowledgments, Statements and Declarations section, and References. Be sure to remove any identifying information from the main manuscript if you are submitting to a journal that has a double-anonymized peer review policy and instead include this on a separate title page. See the Sage Journal Author Gateway for detailed guidance on making an anonymous submission .   

Your article title, keywords, and abstract all contribute to its position in search engine results, directly affecting the number of people who see your work. For details of what you can do to influence this, visit How to help readers find your article online .

Title: Your manuscript’s title should be concise, descriptive, unambiguous, accurate, and reflect the precise contents of the manuscript. A descriptive title that includes the topic of the manuscript makes an article more findable in the major indexing services.  

Abstract: Your abstract should concisely state the purpose of the research, major findings, and conclusions. If your research includes clinical trials, the trial registry name and URL, and registration number must be included at the end of the abstract. Submissions that do not meet this requirement will not be considered. Please see your chosen journal’s guidelines for information on how to set out your abstract.  

Keywords: You will be asked to list a certain number of keywords after the abstract. Keywords should be as specific as possible to the research topic.   

Acknowledgements: If you are including an Acknowledgements section, this will be published at the end of your article. The Acknowledgments section should include all contributors who do not meet the criteria for authorship. Per ICMJE recommendations , it is best practice to obtain consent from non-author contributors who you are acknowledging in your manuscript.   

Writing assistance and third-party submissions: if you have received any writing or editing assistance from a third-party, for example a specialist communications company, this must be clearly stated in the Acknowledgements section and in the covering letter. Please see the Sage Author Gateway for what information to include in your Acknowledgements section. If your submission is being made on your behalf by someone who is not listed as an author, for example the third-party who provided writing/editing assistance, you must state this in the Acknowledgements and also in your covering letter. Please note that the journal editor reserves the right to not consider submissions made by a third party rather than by the author/s themselves.   

Author contributions statement: As part of our commitment to ensuring an ethical, transparent and fair peer review and publication process, some journals have adopted CRediT (Contributor Roles Taxonomy) . CRediT is a high-level taxonomy, including 14 roles, which is used to describe each author’s individual contributions to the work. Other journals may require you to list the contribution of each author as part of the submission process. If so, please include an Author Contributions heading within your submission after the Acknowledgements section. The information you give on submission will then show under the Author Contributions heading later at the proofing stage.  

Statements and declarations: You’ll be asked to provide various statements and declarations regarding the research you’re submitting. These will vary by journal so do make sure you read your chosen journal’s guidelines carefully to see what is required. Please include a section with the heading ‘Statements and Declarations’ at the end of your submitted article, after the Acknowledgements section (and Author Contributions section if applicable) including the relevant sub-headings listed below. If a declaration is not applicable to your submission, you must still include the heading and state ‘Not applicable’ underneath. Please note that you may be asked to justify why a declaration was not applicable to your submission by the Editorial Office.

• Ethical considerations: Please include your ethics approval statements under this heading, even if you have already included ethics approval information in your methods section. If ethical approval was not required, you need to state this. You can find information on what to say in your ethical statements as well as example statements on our Publication ethics and research integrity policies page    
• Consent to participate: Please include any participant consent information under this heading and state whether informed consent to participate was written or verbal. If the requirement for informed consent to participate has been waived by the relevant Ethics Committee or Institutional Review Board (i.e. where it has been deemed that consent would be impossible or impracticable to obtain), please state this. If this is not applicable to your manuscript, please state ‘Not applicable’ in this section. More information and example statements can be found on our Publication ethics and research integrity policies page   
• Consent for publication: Submissions containing any data from an individual person (including individual details, images or videos) must include a statement confirming that informed consent for publication was provided by the participant(s) or a legally authorized representative. Non-essential identifying details should be omitted.  Please do not submit the participant’s actual written informed consent with your article, as this in itself breaches the patient’s confidentiality. The Journal requests that you confirm to us, in writing, that you have obtained written informed consent to publish but the written consent itself should be held by the authors/investigators themselves, for example in a patient’s hospital record. The confirmatory letter may be uploaded with your submission as a separate file in addition to the statement confirming that consent to publish was obtained within the manuscript text. If this is not applicable to your manuscript, please state ‘Not applicable’ in this section. If you need one you can download this template participant consent form . 
• Declaration of conflicting interest: All journals require a declaration of conflicting interests from all authors so that a statement can be included in your article. For guidance on conflict of interest statements, see our policy on conflicting interest declarations and the ICMJE recommendations . If no conflict exists, your statement should read: The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
• Funding statement: All articles need to include a funding statement, under a separate heading, even if you did not receive funding .  You’ll find guidance and examples on our Funding statements page .  
• Data availability statement: We are committed to helping ensure you reach as many readers as possible, always in a spirit of openness and transparency. We encourage you to share your research to a public repository and cite this data in your research (please note that this is a requirement for some journals). You will need to publish a data availability statement with your article under this heading. More information on how to write one can be found on the Sage Gateway: Research Data Sharing FAQs | SAGE Publications Ltd   

Artwork, figures, and other graphics: Illustrations, pictures and graphs, should be supplied in the highest quality and in an electronic format that helps us to publish your article in the best way possible. Please follow the guidelines below to enable us to prepare your artwork for the printed issue as well as the online version. 

• Format: TIFF, JPEG: Common format for pictures (containing no text or graphs). 
• EPS: Preferred format for graphs and line art (retains quality when enlarging/zooming in). 
• Placement: Figures/charts and tables created in MS Word should be included in the main text rather than at the end of the document. 
• Figures and other files created outside Word (i.e. Excel, PowerPoint, JPG, TIFF and EPS) should be submitted separately. Please add a placeholder note in the running text (i.e. “[insert Figure 1.]") 
• Resolution: Rasterized based files (i.e. with .tiff or .jpeg extension) require a resolution of at least 300 dpi (dots per inch). Line art should be supplied with a minimum resolution of 800 dpi. 
• Colour: Please note that images supplied in colour will be published in colour online and black and white in print (unless otherwise arranged). Therefore, it is important that you supply images that are comprehensible in black and white as well (i.e. by using colour with a distinctive pattern or dotted lines). The captions should reflect this by not using words indicating colour. If you have requested colour reproduction in the print version, we will advise you of any costs on receipt of your accepted article. 
• Dimension: Check that the artworks supplied match or exceed the dimensions of the journal. Images cannot be scaled up after origination 
• Fonts: The lettering used in the artwork should not vary too much in size and type (usually sans serif font as a default). 

Please ensure that you have obtained any necessary permission from copyright holders for reproducing any illustrations, tables, figures, or lengthy quotations previously published elsewhere. For further information including guidance on fair dealing for criticism and review, please see the Frequently Asked Questions page on the Sage Journal Author Gateway.   

References: Every in-text citation must have a corresponding citation in the reference list and vice versa. Corresponding citations must have identical spelling and year. Information about what reference style to use can be found in your chosen journal’s guidelines. 

Authors should update any references to preprints when a peer reviewed version is made available, to cite the published research. Citations to preprints are otherwise discouraged.  

Supplemental material Sage journals can host additional materials online (e.g. datasets, podcasts, videos, images etc.) alongside the full text of the article. Your supplemental material must be one of our accepted file types. For that list and more information please refer to our guidelines on submitting supplemental files .  

The title page  

You will also need to prepare a title page. This should include any information removed from the main manuscript document for the purposes of anonymity. The title page will not be sent to peer reviewers.  

Your title page should include:  

• Article title  
• The full list of authors including all names and affiliations. 
• The listed affiliation should be the institution where the research was conducted. If an author has moved to a new institution since completing the research, the new affiliation can be included in a note at the end of the manuscript – please indicate this on the title page.  
• Everybody eligible for authorship must be included at the time of submission (please see the authorship section for more information).
• Contact information for the corresponding author: name, institutional address, phone, email  
• Acknowledgments section  
• Statements and Declarations section  
• Any other identifying information related to the authors and/or their institutions, funders, approval committees, etc, that might compromise anonymity.   

How do I format my article? 

The preferred format is Word. There is no need to follow a specific template when submitting your manuscript in Word. However, please ensure your heading levels are clear, and the sections clearly defined. 

(La)TeX guidelines We welcome submissions of LaTeX files. Please download the  Sage LaTex Template , which contains comprehensive guidelines. The Sage LaTex template files are also available in  Overleaf , should you wish to write in an online environment. 

If you have used any .bib or .bst files when creating your article, please include these with your submission so that we can generate the reference list and citations in the journal-specific style. If you have any queries, please consult our  LaTex Frequently Asked Questions.  

When formatting your references, please ensure you check the reference style followed by your chosen journal. Here are quick links to the  Sage Harvard  reference style, the  Sage Vancouver  reference style and the  APA  reference style. 

Other styles available for certain journals are:  ACS Style Guide ,  AMA Manual of Style ,  ASA Style Guide ,  Chicago Manual of Style  and  CSE Manual for Authors, Editors, and Societies . 

Please refer to  your journal's manuscript submission guidelines  to confirm which reference style it conforms to and for other specific requirements. 

Equations should to be submitted using Office Math ML and Math type. 

Artwork guidelines   Illustrations, pictures and graphs, should be supplied in the highest quality and in an electronic format that helps us to publish your article in the best way possible. Please follow the guidelines below to enable us to prepare your artwork for the printed issue as well as the online version. 

• Format:  TIFF, JPEG: Common format for pictures (containing no text or graphs).  EPS: Preferred format for graphs and line art (retains quality when enlarging/zooming in). 
• Placement:  Figures/charts and tables created in MS Word should be included in the main text rather than at the end of the document.  Figures and other files created outside Word (i.e. Excel, PowerPoint, JPG, TIFF and EPS) should be submitted separately. Please add a placeholder note in the running text (i.e. “[insert Figure 1.]") 
• Resolution:  Rasterized based files (i.e. with .tiff or .jpeg extension) require a resolution of at least  300 dpi  (dots per inch). Line art should be supplied with a minimum resolution of  800 dpi . 
• Color:  Please note that images supplied in colour will be published in color online and black and white in print (unless otherwise arranged). Therefore, it is important that you supply images that are comprehensible in black and white as well (i.e. by using color with a distinctive pattern or dotted lines). The captions should reflect this by not using words indicating colour. 
• Dimension:  Check that the artworks supplied match or exceed the dimensions of the journal. Images cannot be scaled up after origination 
• Fonts:  The lettering used in the artwork should not vary too much in size and type (usually sans serif font as a default). 

Image integrity Figures should be minimally processed and should reflect the integrity of the original data in the image. Adjustments to images in brightness, contrast, or color balance should be applied equally to the entire image, provided they do not distort any data in the figure, including the background. Selective adjustments and touch-up tools used on portions of a figure are not appropriate. Images should not be layered or combined into a single image unless it is stated that the figure is a product of time-averaged data. All adjustments to image date should be clearly disclosed in the figure legend. Images may be additionally screened to confirm faithfulness to the original data. Authors should be able to supply raw image data upon request. Authors should also list tools and software used to collect image data and should document settings and manipulations in the Methods section. 

Sage Author Services 

Authors seeking assistance with English language editing, translation with editing, or figure and manuscript formatting, to fit the journal’s specifications should consider using Sage Author Services. Other additional services include creation of infographics and video summaries to promote your article with colleagues and over social media. Visit  Sage Author Services  on our Journal Author Gateway for further information. 

• Open access at Sage
• Top reasons to publish with Sage
• How to get published
• Open access and publishing fees
• Sage Author Services
• Help readers find your article
• Plain Language Summaries
• Inclusive language guide
• Registered reports author guidelines
• Publication ethics policies
• Supplemental material author guidelines
• Manuscript preparation for double-anonymized journals
• Advance: a Sage preprints community
• Submitting your manuscript
• During peer review
• During and post publication
• Sage editorial policies
• Help and support
• Journal Editor Gateway
• Journal Reviewer Gateway
• Ethics & Responsibility
• Publication Ethics Policies
• Sage Chinese Author Gateway 中国作者资源

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