key benefits of literature review in research

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Literature Review in Research: 14 key benefits

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Last updated on July 26th, 2024 at 06:20 am

A literature review in research forms the foundation of your study and provides a framework to build your research. By reviewing existing research, you get a well-rounded understanding of the field, which helps enhance your study.

What is a Literature Review in Research

A literature review in research gives a detailed summary of studies in a specific field. It involves a critical analysis of these studies, focusing on their depth and the effectiveness of their methodologies, and is crucial for enhancing your research work.

Key Benefits of a Literature Review

A literature review will benefit experienced researchers and beginners alike to write more effective research papers based on strong principles and maintain the highest levels of academic integrity and ethicality.

1. Analyzing Theories and Concepts

The literature review in research helps you understand the key theories and concepts in your field. It broadens your knowledge and helps you position your research within the existing body of knowledge.

2. Evaluating Existing Research

By evaluating existing research, you can identify the strengths and weaknesses of previous studies. This helps establish the credibility of your research and shows where improvements can be made.

3. Identifying Research Gaps

By writing a literature review in research helps you see what has already been researched and what hasn’t. Identifying these gaps allows you to find areas where more research is needed, providing opportunities to explore new topics for your research paper.

4. Providing a Detailed Roadmap

Understanding the gaps in existing research gives you a clear direction for your study. You can use this roadmap to position your research to fill these gaps or to develop new concepts.es you a clear direction for your study.

5. Choosing a Research Topic

Reviewing literature can inspire new research topics. It helps you find areas that are impactful and worth exploring further.

6. Expanding The Methodology Base

As you evaluate different studies, you’ll learn about various methodologies used for data collection and analysis. This knowledge can help you choose the best research methodology for your research.

7. Analyzing Strengths and Weaknesses

After reviewing multiple papers, you’ll gain a better perspective on what makes a study strong or weak. This insight is crucial for improving the quality of your research.

8. Assessing The Research Processes

By examining the methodology sections of other studies, you can learn about different research processes and how they can be applied to your work.

9. Refining Your Research Questions and Objectives

A literature review in research helps you refine your research questions and objectives. By synthesizing key concepts and theoretical frameworks, you can develop well-informed research questions.

10. Designing a Robust and Effective Study

With the insights gained from your literature review, you can make informed decisions about data collection and sampling techniques, ensuring a robust methodology for your study.

11. Staying Abreast with Latest Developments

A literature review in research keep you updated on the latest trends and emerging theories in your field, helping you stay relevant and informed.

12. Defending or Challenging Existing Concepts

Reviewing existing research allows you to critically assess the evidence supporting or challenging current concepts. This can guide you in deciding whether further research is needed.

13. Providing Practical Insights

While composing a literature review in research, you gain practical insights into the best practices and methodologies used by other researchers, which you can apply to your study.

14. Preventing Duplication

A thorough literature review in research ensures that your study is original and not a duplication of existing studies. This is crucial to maintaining academic integrity and avoiding plagiarism.

FAQ’s

What is the meaning of literature review in research.

A literature review is a summary of a subject field that supports the identification of specific research questions. A literature review needs to draw on and evaluate a range of different types of sources including academic and professional journal articles, books, and web-based resources.

What is a good literature review in research?

A good review should critically examine the methodological problems, and identify research gaps. After reading a literature review in research, a reader should have a decent idea of the important components in the reviewed field,

What is the format for a literature review in research?

Most literature reviews must include a few sentences in the introduction section, a detailed analysis in the body section, and a few sentences in the conclusion

In conclusion, a literature review in research is like a roadmap for your research journey. It helps you understand the existing landscape, identify gaps in knowledge, and refine your research question. By learning from previous studies and methodologies, you can develop a more focused and impactful research project.

So, the next time you embark on a research project, remember – a thorough literature review is the key to building a strong foundation for your work!

My journey in academia began as a dedicated researcher, specializing in the fascinating world of biochemistry. Over the years, I’ve had the privilege of mentoring Master’s and PhD students, collaborating on research papers that pushed the boundaries of knowledge. Now, post-retirement, I’ve embarked on a new chapter, sharing my academic expertise through freelance work on platforms like YouTube and Upwork. Here, I investigate the finer points of scholarly research, guiding aspiring writers through the intricacies of formatting, composing compelling narratives, and navigating the publication process.

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• Literature Review: The What, Why and How-to Guide
• Introduction

Literature Review: The What, Why and How-to Guide — Introduction

• Getting Started
• How to Pick a Topic
• Strategies to Find Sources
• Evaluating Sources & Lit. Reviews
• Tips for Writing Literature Reviews
• Writing Literature Review: Useful Sites
• Citation Resources
• Other Academic Writings

What are Literature Reviews?

So, what is a literature review? "A literature review is an account of what has been published on a topic by accredited scholars and researchers. In writing the literature review, your purpose is to convey to your reader what knowledge and ideas have been established on a topic, and what their strengths and weaknesses are. As a piece of writing, the literature review must be defined by a guiding concept (e.g., your research objective, the problem or issue you are discussing, or your argumentative thesis). It is not just a descriptive list of the material available, or a set of summaries." Taylor, D.  The literature review: A few tips on conducting it . University of Toronto Health Sciences Writing Centre.

Goals of Literature Reviews

What are the goals of creating a Literature Review?  A literature could be written to accomplish different aims:

• To develop a theory or evaluate an existing theory
• To summarize the historical or existing state of a research topic
• Identify a problem in a field of research 

Baumeister, R. F., & Leary, M. R. (1997). Writing narrative literature reviews .  Review of General Psychology , 1 (3), 311-320.

What kinds of sources require a Literature Review?

• A research paper assigned in a course
• A thesis or dissertation
• A grant proposal
• An article intended for publication in a journal

All these instances require you to collect what has been written about your research topic so that you can demonstrate how your own research sheds new light on the topic.

Types of Literature Reviews

What kinds of literature reviews are written?

Narrative review: The purpose of this type of review is to describe the current state of the research on a specific topic/research and to offer a critical analysis of the literature reviewed. Studies are grouped by research/theoretical categories, and themes and trends, strengths and weakness, and gaps are identified. The review ends with a conclusion section which summarizes the findings regarding the state of the research of the specific study, the gaps identify and if applicable, explains how the author's research will address gaps identify in the review and expand the knowledge on the topic reviewed.

• Example : Predictors and Outcomes of U.S. Quality Maternity Leave: A Review and Conceptual Framework:  10.1177/08948453211037398  

Systematic review : "The authors of a systematic review use a specific procedure to search the research literature, select the studies to include in their review, and critically evaluate the studies they find." (p. 139). Nelson, L. K. (2013). Research in Communication Sciences and Disorders . Plural Publishing.

• Example : The effect of leave policies on increasing fertility: a systematic review:  10.1057/s41599-022-01270-w

Meta-analysis : "Meta-analysis is a method of reviewing research findings in a quantitative fashion by transforming the data from individual studies into what is called an effect size and then pooling and analyzing this information. The basic goal in meta-analysis is to explain why different outcomes have occurred in different studies." (p. 197). Roberts, M. C., & Ilardi, S. S. (2003). Handbook of Research Methods in Clinical Psychology . Blackwell Publishing.

• Example : Employment Instability and Fertility in Europe: A Meta-Analysis:  10.1215/00703370-9164737

Meta-synthesis : "Qualitative meta-synthesis is a type of qualitative study that uses as data the findings from other qualitative studies linked by the same or related topic." (p.312). Zimmer, L. (2006). Qualitative meta-synthesis: A question of dialoguing with texts .  Journal of Advanced Nursing , 53 (3), 311-318.

• Example : Women’s perspectives on career successes and barriers: A qualitative meta-synthesis:  10.1177/05390184221113735

Literature Reviews in the Health Sciences

• UConn Health subject guide on systematic reviews Explanation of the different review types used in health sciences literature as well as tools to help you find the right review type
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Literature review.

• What is a Literature Review?
• What is Its Purpose?
• 1. Select a Topic
• 2. Set the Topic in Context
• 3. Types of Information Sources
• 4. Use Information Sources
• 5. Get the Information
• 6. Organize / Manage the Information
• 7. Position the Literature Review
• 8. Write the Literature Review

A literature review is a comprehensive summary of previous research on a topic. The literature review surveys scholarly articles, books, and other sources relevant to a particular area of research.  The review should enumerate, describe, summarize, objectively evaluate and clarify this previous research.  It should give a theoretical base for the research and help you (the author) determine the nature of your research.  The literature review acknowledges the work of previous researchers, and in so doing, assures the reader that your work has been well conceived.  It is assumed that by mentioning a previous work in the field of study, that the author has read, evaluated, and assimiliated that work into the work at hand.

A literature review creates a "landscape" for the reader, giving her or him a full understanding of the developments in the field.  This landscape informs the reader that the author has indeed assimilated all (or the vast majority of) previous, significant works in the field into her or his research. 

 "In writing the literature review, the purpose is to convey to the reader what knowledge and ideas have been established on a topic, and what their strengths and weaknesses are. The literature review must be defined by a guiding concept (eg. your research objective, the problem or issue you are discussing, or your argumentative thesis). It is not just a descriptive list of the material available, or a set of summaries.( http://www.writing.utoronto.ca/advice/specific-types-of-writing/literature-review )

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What is the Purpose of a Literature Review?

4-minute read

• 23rd October 2023

If you’re writing a research paper or dissertation , then you’ll most likely need to include a comprehensive literature review . In this post, we’ll review the purpose of literature reviews, why they are so significant, and the specific elements to include in one. Literature reviews can:

1. Provide a foundation for current research.

2. Define key concepts and theories.

3. Demonstrate critical evaluation.

4. Show how research and methodologies have evolved.

5. Identify gaps in existing research.

6. Support your argument.

Keep reading to enter the exciting world of literature reviews!

What is a Literature Review?

A literature review is a critical summary and evaluation of the existing research (e.g., academic journal articles and books) on a specific topic. It is typically included as a separate section or chapter of a research paper or dissertation, serving as a contextual framework for a study. Literature reviews can vary in length depending on the subject and nature of the study, with most being about equal length to other sections or chapters included in the paper. Essentially, the literature review highlights previous studies in the context of your research and summarizes your insights in a structured, organized format. Next, let’s look at the overall purpose of a literature review.

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Literature reviews are considered an integral part of research across most academic subjects and fields. The primary purpose of a literature review in your study is to:

Provide a Foundation for Current Research

Since the literature review provides a comprehensive evaluation of the existing research, it serves as a solid foundation for your current study. It’s a way to contextualize your work and show how your research fits into the broader landscape of your specific area of study.  

Define Key Concepts and Theories

The literature review highlights the central theories and concepts that have arisen from previous research on your chosen topic. It gives your readers a more thorough understanding of the background of your study and why your research is particularly significant .

Demonstrate Critical Evaluation 

A comprehensive literature review shows your ability to critically analyze and evaluate a broad range of source material. And since you’re considering and acknowledging the contribution of key scholars alongside your own, it establishes your own credibility and knowledge.

Show How Research and Methodologies Have Evolved

Another purpose of literature reviews is to provide a historical perspective and demonstrate how research and methodologies have changed over time, especially as data collection methods and technology have advanced. And studying past methodologies allows you, as the researcher, to understand what did and did not work and apply that knowledge to your own research.  

Identify Gaps in Existing Research

Besides discussing current research and methodologies, the literature review should also address areas that are lacking in the existing literature. This helps further demonstrate the relevance of your own research by explaining why your study is necessary to fill the gaps.

Support Your Argument

A good literature review should provide evidence that supports your research questions and hypothesis. For example, your study may show that your research supports existing theories or builds on them in some way. Referencing previous related studies shows your work is grounded in established research and will ultimately be a contribution to the field.  

Literature Review Editing Services 

Ensure your literature review is polished and ready for submission by having it professionally proofread and edited by our expert team. Our literature review editing services will help your research stand out and make an impact. Not convinced yet? Send in your free sample today and see for yourself! 

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Literature Review - what is a Literature Review, why it is important and how it is done

What are literature reviews, goals of literature reviews, types of literature reviews, about this guide/licence.

• Strategies to Find Sources
• Evaluating Literature Reviews and Sources
• Tips for Writing Literature Reviews
• Writing Literature Review: Useful Sites
• Citation Resources
• Other Academic Writings
• Useful Resources

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 What is a literature review? "A literature review is an account of what has been published on a topic by accredited scholars and researchers. In writing the literature review, your purpose is to convey to your reader what knowledge and ideas have been established on a topic, and what their strengths and weaknesses are. As a piece of writing, the literature review must be defined by a guiding concept (e.g., your research objective, the problem or issue you are discussing, or your argumentative thesis). It is not just a descriptive list of the material available, or a set of summaries. " - Quote from Taylor, D. (n.d) "The literature review: A few tips on conducting it"

Source NC State University Libraries. This video is published under a Creative Commons 3.0 BY-NC-SA US license.

What are the goals of creating a Literature Review?

• To develop a theory or evaluate an existing theory
• To summarize the historical or existing state of a research topic
• Identify a problem in a field of research 

- Baumeister, R.F. & Leary, M.R. (1997). "Writing narrative literature reviews," Review of General Psychology , 1(3), 311-320.

When do you need to write a Literature Review?

• When writing a prospectus or a thesis/dissertation
• When writing a research paper
• When writing a grant proposal

In all these cases you need to dedicate a chapter in these works to showcase what have been written about your research topic and to point out how your own research will shed a new light into these body of scholarship.

Literature reviews are also written as standalone articles as a way to survey a particular research topic in-depth. This type of literature reviews look at a topic from a historical perspective to see how the understanding of the topic have change through time.

What kinds of literature reviews are written?

• Narrative Review: The purpose of this type of review is to describe the current state of the research on a specific topic/research and to offer a critical analysis of the literature reviewed. Studies are grouped by research/theoretical categories, and themes and trends, strengths and weakness, and gaps are identified. The review ends with a conclusion section which summarizes the findings regarding the state of the research of the specific study, the gaps identify and if applicable, explains how the author's research will address gaps identify in the review and expand the knowledge on the topic reviewed.
• Book review essays/ Historiographical review essays : This is a type of review that focus on a small set of research books on a particular topic " to locate these books within current scholarship, critical methodologies, and approaches" in the field. - LARR
• Systematic review : "The authors of a systematic review use a specific procedure to search the research literature, select the studies to include in their review, and critically evaluate the studies they find." (p. 139). Nelson, L.K. (2013). Research in Communication Sciences and Disorders . San Diego, CA: Plural Publishing.
• Meta-analysis : "Meta-analysis is a method of reviewing research findings in a quantitative fashion by transforming the data from individual studies into what is called an effect size and then pooling and analyzing this information. The basic goal in meta-analysis is to explain why different outcomes have occurred in different studies." (p. 197). Roberts, M.C. & Ilardi, S.S. (2003). Handbook of Research Methods in Clinical Psychology . Malden, MA: Blackwell Pub.
• Meta-synthesis : "Qualitative meta-synthesis is a type of qualitative study that uses as data the findings from other qualitative studies linked by the same or related topic." (p.312). Zimmer, L. (2006). "Qualitative meta-synthesis: A question of dialoguing with texts," Journal of Advanced Nursing , 53(3), 311-318.

Guide adapted from "Literature Review" , a guide developed by Marisol Ramos used under CC BY 4.0 /modified from original.

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• Last Updated: Jul 3, 2024 10:56 AM
• URL: https://lit.libguides.com/Literature-Review

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Research Methods

• Getting Started
• Literature Review Research
• Research Design
• Research Design By Discipline
• SAGE Research Methods
• Teaching with SAGE Research Methods

Literature Review

• What is a Literature Review?
• What is NOT a Literature Review?
• Purposes of a Literature Review
• Types of Literature Reviews
• Literature Reviews vs. Systematic Reviews
• Systematic vs. Meta-Analysis

Literature Review  is a comprehensive survey of the works published in a particular field of study or line of research, usually over a specific period of time, in the form of an in-depth, critical bibliographic essay or annotated list in which attention is drawn to the most significant works.

Also, we can define a literature review as the collected body of scholarly works related to a topic:

• Summarizes and analyzes previous research relevant to a topic
• Includes scholarly books and articles published in academic journals
• Can be an specific scholarly paper or a section in a research paper

The objective of a Literature Review is to find previous published scholarly works relevant to an specific topic

• Help gather ideas or information
• Keep up to date in current trends and findings
• Help develop new questions

A literature review is important because it:

• Explains the background of research on a topic.
• Demonstrates why a topic is significant to a subject area.
• Helps focus your own research questions or problems
• Discovers relationships between research studies/ideas.
• Suggests unexplored ideas or populations
• Identifies major themes, concepts, and researchers on a topic.
• Tests assumptions; may help counter preconceived ideas and remove unconscious bias.
• Identifies critical gaps, points of disagreement, or potentially flawed methodology or theoretical approaches.
• Indicates potential directions for future research.

All content in this section is from Literature Review Research from Old Dominion University 

Keep in mind the following, a literature review is NOT:

Not an essay 

Not an annotated bibliography  in which you summarize each article that you have reviewed.  A literature review goes beyond basic summarizing to focus on the critical analysis of the reviewed works and their relationship to your research question.

Not a research paper   where you select resources to support one side of an issue versus another.  A lit review should explain and consider all sides of an argument in order to avoid bias, and areas of agreement and disagreement should be highlighted.

A literature review serves several purposes. For example, it

• provides thorough knowledge of previous studies; introduces seminal works.
• helps focus one’s own research topic.
• identifies a conceptual framework for one’s own research questions or problems; indicates potential directions for future research.
• suggests previously unused or underused methodologies, designs, quantitative and qualitative strategies.
• identifies gaps in previous studies; identifies flawed methodologies and/or theoretical approaches; avoids replication of mistakes.
• helps the researcher avoid repetition of earlier research.
• suggests unexplored populations.
• determines whether past studies agree or disagree; identifies controversy in the literature.
• tests assumptions; may help counter preconceived ideas and remove unconscious bias.

As Kennedy (2007) notes*, it is important to think of knowledge in a given field as consisting of three layers. First, there are the primary studies that researchers conduct and publish. Second are the reviews of those studies that summarize and offer new interpretations built from and often extending beyond the original studies. Third, there are the perceptions, conclusions, opinion, and interpretations that are shared informally that become part of the lore of field. In composing a literature review, it is important to note that it is often this third layer of knowledge that is cited as "true" even though it often has only a loose relationship to the primary studies and secondary literature reviews.

Given this, while literature reviews are designed to provide an overview and synthesis of pertinent sources you have explored, there are several approaches to how they can be done, depending upon the type of analysis underpinning your study. Listed below are definitions of types of literature reviews:

Argumentative Review      This form examines literature selectively in order to support or refute an argument, deeply imbedded assumption, or philosophical problem already established in the literature. The purpose is to develop a body of literature that establishes a contrarian viewpoint. Given the value-laden nature of some social science research [e.g., educational reform; immigration control], argumentative approaches to analyzing the literature can be a legitimate and important form of discourse. However, note that they can also introduce problems of bias when they are used to to make summary claims of the sort found in systematic reviews.

Integrative Review      Considered a form of research that reviews, critiques, and synthesizes representative literature on a topic in an integrated way such that new frameworks and perspectives on the topic are generated. The body of literature includes all studies that address related or identical hypotheses. A well-done integrative review meets the same standards as primary research in regard to clarity, rigor, and replication.

Historical Review      Few things rest in isolation from historical precedent. Historical reviews are focused on examining research throughout a period of time, often starting with the first time an issue, concept, theory, phenomena emerged in the literature, then tracing its evolution within the scholarship of a discipline. The purpose is to place research in a historical context to show familiarity with state-of-the-art developments and to identify the likely directions for future research.

Methodological Review      A review does not always focus on what someone said [content], but how they said it [method of analysis]. This approach provides a framework of understanding at different levels (i.e. those of theory, substantive fields, research approaches and data collection and analysis techniques), enables researchers to draw on a wide variety of knowledge ranging from the conceptual level to practical documents for use in fieldwork in the areas of ontological and epistemological consideration, quantitative and qualitative integration, sampling, interviewing, data collection and data analysis, and helps highlight many ethical issues which we should be aware of and consider as we go through our study.

Systematic Review      This form consists of an overview of existing evidence pertinent to a clearly formulated research question, which uses pre-specified and standardized methods to identify and critically appraise relevant research, and to collect, report, and analyse data from the studies that are included in the review. Typically it focuses on a very specific empirical question, often posed in a cause-and-effect form, such as "To what extent does A contribute to B?"

Theoretical Review      The purpose of this form is to concretely examine the corpus of theory that has accumulated in regard to an issue, concept, theory, phenomena. The theoretical literature review help establish what theories already exist, the relationships between them, to what degree the existing theories have been investigated, and to develop new hypotheses to be tested. Often this form is used to help establish a lack of appropriate theories or reveal that current theories are inadequate for explaining new or emerging research problems. The unit of analysis can focus on a theoretical concept or a whole theory or framework.

* Kennedy, Mary M. "Defining a Literature."  Educational Researcher  36 (April 2007): 139-147.

All content in this section is from The Literature Review created by Dr. Robert Larabee USC

Robinson, P. and Lowe, J. (2015),  Literature reviews vs systematic reviews.  Australian and New Zealand Journal of Public Health, 39: 103-103. doi: 10.1111/1753-6405.12393

What's in the name? The difference between a Systematic Review and a Literature Review, and why it matters . By Lynn Kysh from University of Southern California

Systematic review or meta-analysis?

A  systematic review  answers a defined research question by collecting and summarizing all empirical evidence that fits pre-specified eligibility criteria.

A  meta-analysis  is the use of statistical methods to summarize the results of these studies.

Systematic reviews, just like other research articles, can be of varying quality. They are a significant piece of work (the Centre for Reviews and Dissemination at York estimates that a team will take 9-24 months), and to be useful to other researchers and practitioners they should have:

• clearly stated objectives with pre-defined eligibility criteria for studies
• explicit, reproducible methodology
• a systematic search that attempts to identify all studies
• assessment of the validity of the findings of the included studies (e.g. risk of bias)
• systematic presentation, and synthesis, of the characteristics and findings of the included studies

Not all systematic reviews contain meta-analysis. 

Meta-analysis is the use of statistical methods to summarize the results of independent studies. By combining information from all relevant studies, meta-analysis can provide more precise estimates of the effects of health care than those derived from the individual studies included within a review.  More information on meta-analyses can be found in  Cochrane Handbook, Chapter 9 .

A meta-analysis goes beyond critique and integration and conducts secondary statistical analysis on the outcomes of similar studies.  It is a systematic review that uses quantitative methods to synthesize and summarize the results.

An advantage of a meta-analysis is the ability to be completely objective in evaluating research findings.  Not all topics, however, have sufficient research evidence to allow a meta-analysis to be conducted.  In that case, an integrative review is an appropriate strategy. 

Some of the content in this section is from Systematic reviews and meta-analyses: step by step guide created by Kate McAllister.

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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: .

• 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.

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: 

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. 

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. 

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. 

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. 

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How to write a good literature review 

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. 

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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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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.  

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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Frequently asked questions

What is the purpose of a literature review.

There are several reasons to conduct a literature review at the beginning of a research project:

• To familiarize yourself with the current state of knowledge on your topic
• To ensure that you’re not just repeating what others have already done
• To identify gaps in knowledge and unresolved problems that your research can address
• To develop your theoretical framework and methodology
• To provide an overview of the key findings and debates on the topic

Writing the literature review shows your reader how your work relates to existing research and what new insights it will contribute.

Frequently asked questions: Academic writing

A rhetorical tautology is the repetition of an idea of concept using different words.

Rhetorical tautologies occur when additional words are used to convey a meaning that has already been expressed or implied. For example, the phrase “armed gunman” is a tautology because a “gunman” is by definition “armed.”

A logical tautology is a statement that is always true because it includes all logical possibilities.

Logical tautologies often take the form of “either/or” statements (e.g., “It will rain, or it will not rain”) or employ circular reasoning (e.g., “she is untrustworthy because she can’t be trusted”).

You may have seen both “appendices” or “appendixes” as pluralizations of “ appendix .” Either spelling can be used, but “appendices” is more common (including in APA Style ). Consistency is key here: make sure you use the same spelling throughout your paper.

The purpose of a lab report is to demonstrate your understanding of the scientific method with a hands-on lab experiment. Course instructors will often provide you with an experimental design and procedure. Your task is to write up how you actually performed the experiment and evaluate the outcome.

In contrast, a research paper requires you to independently develop an original argument. It involves more in-depth research and interpretation of sources and data.

A lab report is usually shorter than a research paper.

The sections of a lab report can vary between scientific fields and course requirements, but it usually contains the following:

• Title: expresses the topic of your study
• Abstract: summarizes your research aims, methods, results, and conclusions
• Introduction: establishes the context needed to understand the topic
• Method: describes the materials and procedures used in the experiment
• Results: reports all descriptive and inferential statistical analyses
• Discussion: interprets and evaluates results and identifies limitations
• Conclusion: sums up the main findings of your experiment
• References: list of all sources cited using a specific style (e.g. APA)
• Appendices: contains lengthy materials, procedures, tables or figures

A lab report conveys the aim, methods, results, and conclusions of a scientific experiment . Lab reports are commonly assigned in science, technology, engineering, and mathematics (STEM) fields.

The abstract is the very last thing you write. You should only write it after your research is complete, so that you can accurately summarize the entirety of your thesis , dissertation or research paper .

If you’ve gone over the word limit set for your assignment, shorten your sentences and cut repetition and redundancy during the editing process. If you use a lot of long quotes , consider shortening them to just the essentials.

If you need to remove a lot of words, you may have to cut certain passages. Remember that everything in the text should be there to support your argument; look for any information that’s not essential to your point and remove it.

To make this process easier and faster, you can use a paraphrasing tool . With this tool, you can rewrite your text to make it simpler and shorter. If that’s not enough, you can copy-paste your paraphrased text into the summarizer . This tool will distill your text to its core message.

Revising, proofreading, and editing are different stages of the writing process .

• Revising is making structural and logical changes to your text—reformulating arguments and reordering information.
• Editing refers to making more local changes to things like sentence structure and phrasing to make sure your meaning is conveyed clearly and concisely.
• Proofreading involves looking at the text closely, line by line, to spot any typos and issues with consistency and correct them.

The literature review usually comes near the beginning of your thesis or dissertation . After the introduction , it grounds your research in a scholarly field and leads directly to your theoretical framework or methodology .

A literature review is a survey of scholarly sources (such as books, journal articles, and theses) related to a specific topic or research question .

It is often written as part of a thesis, dissertation , or research paper , in order to situate your work in relation to existing knowledge.

Avoid citing sources in your abstract . There are two reasons for this:

• The abstract should focus on your original research, not on the work of others.
• The abstract should be self-contained and fully understandable without reference to other sources.

There are some circumstances where you might need to mention other sources in an abstract: for example, if your research responds directly to another study or focuses on the work of a single theorist. In general, though, don’t include citations unless absolutely necessary.

An abstract is a concise summary of an academic text (such as a journal article or dissertation ). It serves two main purposes:

• To help potential readers determine the relevance of your paper for their own research.
• To communicate your key findings to those who don’t have time to read the whole paper.

Abstracts are often indexed along with keywords on academic databases, so they make your work more easily findable. Since the abstract is the first thing any reader sees, it’s important that it clearly and accurately summarizes the contents of your paper.

In a scientific paper, the methodology always comes after the introduction and before the results , discussion and conclusion . The same basic structure also applies to a thesis, dissertation , or research proposal .

Depending on the length and type of document, you might also include a literature review or theoretical framework before the methodology.

Whether you’re publishing a blog, submitting a research paper , or even just writing an important email, there are a few techniques you can use to make sure it’s error-free:

• Take a break : Set your work aside for at least a few hours so that you can look at it with fresh eyes.
• Proofread a printout : Staring at a screen for too long can cause fatigue – sit down with a pen and paper to check the final version.
• Use digital shortcuts : Take note of any recurring mistakes (for example, misspelling a particular word, switching between US and UK English , or inconsistently capitalizing a term), and use Find and Replace to fix it throughout the document.

If you want to be confident that an important text is error-free, it might be worth choosing a professional proofreading service instead.

Editing and proofreading are different steps in the process of revising a text.

Editing comes first, and can involve major changes to content, structure and language. The first stages of editing are often done by authors themselves, while a professional editor makes the final improvements to grammar and style (for example, by improving sentence structure and word choice ).

Proofreading is the final stage of checking a text before it is published or shared. It focuses on correcting minor errors and inconsistencies (for example, in punctuation and capitalization ). Proofreaders often also check for formatting issues, especially in print publishing.

The cost of proofreading depends on the type and length of text, the turnaround time, and the level of services required. Most proofreading companies charge per word or page, while freelancers sometimes charge an hourly rate.

For proofreading alone, which involves only basic corrections of typos and formatting mistakes, you might pay as little as $0.01 per word, but in many cases, your text will also require some level of editing , which costs slightly more.

It’s often possible to purchase combined proofreading and editing services and calculate the price in advance based on your requirements.

There are many different routes to becoming a professional proofreader or editor. The necessary qualifications depend on the field – to be an academic or scientific proofreader, for example, you will need at least a university degree in a relevant subject.

For most proofreading jobs, experience and demonstrated skills are more important than specific qualifications. Often your skills will be tested as part of the application process.

To learn practical proofreading skills, you can choose to take a course with a professional organization such as the Society for Editors and Proofreaders . Alternatively, you can apply to companies that offer specialized on-the-job training programmes, such as the Scribbr Academy .

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What is a literature review?

A literature review is an integrated analysis -- not just a summary-- of scholarly writings and other relevant evidence related directly to your research question.  That is, it represents a synthesis of the evidence that provides background information on your topic and shows a association between the evidence and your research question.

A literature review may be a stand alone work or the introduction to a larger research paper, depending on the assignment.  Rely heavily on the guidelines your instructor has given you.

Why is it important?

A literature review is important because it:

• Explains the background of research on a topic.
• Demonstrates why a topic is significant to a subject area.
• Discovers relationships between research studies/ideas.
• Identifies major themes, concepts, and researchers on a topic.
• Identifies critical gaps and points of disagreement.
• Discusses further research questions that logically come out of the previous studies.

APA7 Style resources

APA Style Blog - for those harder to find answers

1. Choose a topic. Define your research question.

Your literature review should be guided by your central research question.  The literature represents background and research developments related to a specific research question, interpreted and analyzed by you in a synthesized way.

• Make sure your research question is not too broad or too narrow.  Is it manageable?
• Begin writing down terms that are related to your question. These will be useful for searches later.
• If you have the opportunity, discuss your topic with your professor and your class mates.

2. Decide on the scope of your review

How many studies do you need to look at? How comprehensive should it be? How many years should it cover? 

• This may depend on your assignment.  How many sources does the assignment require?

3. Select the databases you will use to conduct your searches.

Make a list of the databases you will search. 

Where to find databases:

• use the tabs on this guide
• Find other databases in the Nursing Information Resources web page
• More on the Medical Library web page
• ... and more on the Yale University Library web page

4. Conduct your searches to find the evidence. Keep track of your searches.

• Use the key words in your question, as well as synonyms for those words, as terms in your search. Use the database tutorials for help.
• Save the searches in the databases. This saves time when you want to redo, or modify, the searches. It is also helpful to use as a guide is the searches are not finding any useful results.
• Review the abstracts of research studies carefully. This will save you time.
• Use the bibliographies and references of research studies you find to locate others.
• Check with your professor, or a subject expert in the field, if you are missing any key works in the field.
• Ask your librarian for help at any time.
• Use a citation manager, such as EndNote as the repository for your citations. See the EndNote tutorials for help.

Review the literature

Some questions to help you analyze the research:

• What was the research question of the study you are reviewing? What were the authors trying to discover?
• Was the research funded by a source that could influence the findings?
• What were the research methodologies? Analyze its literature review, the samples and variables used, the results, and the conclusions.
• Does the research seem to be complete? Could it have been conducted more soundly? What further questions does it raise?
• If there are conflicting studies, why do you think that is?
• How are the authors viewed in the field? Has this study been cited? If so, how has it been analyzed?

Tips: 

• Review the abstracts carefully.  
• Keep careful notes so that you may track your thought processes during the research process.
• Create a matrix of the studies for easy analysis, and synthesis, across all of the studies.
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Why Is Literature Review Important? (3 Benefits Explained)

by  Antony W

June 26, 2024

Every research project needs a literature review. And while it’s one of the most challenging parts of the assignment, in part because of the intensity of the research involved, it’s by far the most important section of a research paper.

Many students fail to write comprehensive literature reviews because they see the assignment as a formality.

For the most part, they’ll vaguely create a list of existing studies and consider the assignment complete. But such an approach overlooks why a literature review is important.

We need to take a step back and look beyond the definition of a literature review.

In particular, the goal of this guide is to help you explore the significance of the review of the existing literature.

Once you understand the role that literature reviews play in research projects, you’ll give the assignment the full attention that it deserves.

Key Takeaways

Writing a literature review is important for the following reasons:

• It demonstrates that you understand the issue you’re investigating.
• A literature review allows you to develop a more theoretical framework for your research. 
• It justifies your research and shows the gaps present in the current literature.

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What is a Literature Review?

A literature review is a study of the already existing research in a given area of study.

While it’s common in physical and social sciences, instructors may also request student to complete the assignment within the humanities space.

The review can be a standalone project or a part of an academic assignment.

If your professor or instructor asks you to write the review as a standalone project, your focus will be on exploring how a specific field of inquiry has developed over the course of time.

In the case where you have to include the review as part of your academic paper, the goal will be to set the background for the topic (or issue) you’re currently investigating.

How is Literature Review Different from an Essay?

In an education setting whether students are used to writing tons of essays every month, it’s likely for many to wonder whether an essay could be the same as a literature review.

While a literature review and an essay both require research before writing, there are a number of differences between them that you need to know.

Types of Literature Review

We’ll look at the significance of a literature review in a moment.

For now let’s look at the types of literature reviews that your instructor may ask you to write.

As of this writing, there are 6 types of reviews that you need to know about. These are:

1. Argumentative Review

Examines a literature review with the intention to support or refuse an argument, with the aim being to develop a body of literature that can establish a contrarian point of view.

2. Integrative Literature Review

This type of review critiques and synthesizes related literature to generate a new framework and perspective on a topic.

Researchers have to address identical and/or related hypotheses or research problems to comply with research standards with regards to replication, vigor, and clarity.

3. Historical Literature

The focus of the review is to examine research within a given period, and usually starts from the time a research problem or issue emerged.

Then, you have to trace its evolution throughout the suggested timeframe within the scholarship of that particular discipline.

4. Methodological Literature Review

The focus shifts from what someone said to how they ended up saying what they said.

Since the focus here is on the method of analysis , methodological reviews gives a better framework that help one to understand exactly how a researcher draws their conclusion from a wide range of knowledge.

5. Systematic Literature

A systematic review focuses on the existing evidence related to a specific research question.

You will need to use a pre-specified and standardized approach to identify, evaluate, and appraise research, not to mention collect, analyze, and report data collected from the review.

Understand that the goal of a systematic review is to evaluate, summarize, and document research that focuses on a specific (or clearly defined) research problem.

6. Theoretical Literature Review

Theoretical review focuses on examining theories that resulted from an issue, a concept, or a situation.

It’s through this type of review that a researcher can easily establish the kind of theories that already formulated, the degree to what researchers have investigated them, and the relationship between them.

It’s through theoretical review that one can develop new hypotheses for testing and can therefore help to determine what theories aren’t sufficient to explain emerging research problems.

Why Is Literature Review Important?

Now that you know the difference between an essay and a review as well as the different types of literature review, it’s important to look at why it’s important to examine existing literature in your research.

There are a number of reasons why instructors ask you to write a review , and they’re as follow:

1. Demonstrate a Clear Understanding of the Subject

Writing a literature review demonstrates that you have a clear understanding of the subject you’re investigating.

It also means that you can easily identify, evaluate, and summarize existing research that’s relevant to your work. 

2. Justify Your Research

There’s more to writing a research paper than just identifying topic and generating your research question from it.

You also have to go as far as to justify your research, and the only way to do that is by including a literature review in your work.

It’s important to understand that looking at past research is the only way to identify gaps that exist in the current literature.

That can go a long way to help fill in the gap by addressing them in your own research work.

3. Helps to Set a Resourceful Theoretical Framework

Because a research paper assignment builds up on the ideas of already existing research, doing a literature review can help you to set a resourceful theoretical framework on which to base your study.

The theoretical framework will include concepts and theories that you will base your research on. And keep in mind that it’s this framework that professors will use to judge the overall quality of your work. 

Frequently Asked Questions

1. what are the benefits of literature review in research.

A literature review in research allows you to discover exiting knowledge in your field and the boundaries and limitations that exists within that field.

Moreover, doing a review of existing literature helps you to understand the theories that drive an area of investigation, making it easy for you to place your research question  into proper context. 

2. What is the Effect of a Good Literature Review?

In addition to providing context, reducing research redundancy, and informing methodology, a well-written literature review can maximize relevance, enhance originality, and ensure professional standards in writing.

3. What is a Strength of a Literature Review?

The strength of a literature review is the ability to improve your information seeking skills and enhancing your knowledge about the topic under investigation.

As you can see, a review is quite a significant part of a research project, so you should treat it with the seriousness that it deserves.

At the end of the day, you want to create a good connection between you and your readers, and the best way to do that is to pack just as much value as you can in your literature review project.

About the author 

Antony W is a professional writer and coach at Help for Assessment. He spends countless hours every day researching and writing great content filled with expert advice on how to write engaging essays, research papers, and assignments.

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What is a Literature Review?

A literature review is a survey of research on a given topic. It allows you see what has already been written on a topic so that you can draw on that research in your own study. By seeing what has already been written on a topic you will also know how to distinguish your research and engage in an original area of inquiry.

Why do a Literature Review?

A literature review helps you explore the research that has come before you, to see how your research question has (or has not) already been addressed.

You will identify:

• core research in the field
• experts in the subject area
• methodology you may want to use (or avoid)
• gaps in knowledge -- or where your research would fit in

Elements of a Successful Literature Review

According to Byrne's  What makes a successful literature review? you should follow these steps:

• Identify appropriate search terms.
• Search appropriate databases to identify articles on your topic.
• Identify key publications in your area.
• Search the web to identify relevant grey literature. (Grey literature is often found in the public sector and is not traditionally published like academic literature. It is often produced by research organizations.)
• Scan article abstracts and summaries before reading the piece in full.
• Read the relevant articles and take notes.
• Organize by theme.
• Write your review .

from Byrne, D. (2017). What makes a successful literature review?. Project Planner . 10.4135/9781526408518. (via SAGE Research Methods )

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Systematic review of inquiry-based learning: assessing impact and best practices in education

Ramaila Sam Roles: Conceptualization, Formal Analysis, Investigation, Methodology, Writing – Original Draft Preparation, Writing – Review & Editing

Inquiry-based learning (IBL) is a student-centred pedagogical approach that promotes critical thinking, creativity, and active engagement. IBL encourages students to explore, question, and construct their own understanding, making it an effective method for enhancing educational experiences. This systematic review aims to assess the impact of IBL on educational outcomes and identify best practices for its implementation across different disciplines and educational levels.

The review involved a comprehensive analysis of peer-reviewed articles focusing on IBL across various educational settings. The selected studies encompassed a wide range of disciplines, educational levels, and geographic contexts. Criteria for inclusion involved examining the impact of IBL on students’ critical thinking, motivation, academic achievement, and overall learning experiences.

Findings indicate that IBL positively impacts students’ critical thinking skills, motivation, and academic performance. Effective integration of IBL into curricula requires several key strategies: comprehensive teacher training, the creation of supportive learning environments, and the use of technology to facilitate inquiry-based activities. However, challenges were noted, such as the need for substantial instructional support and varying levels of student readiness for self-directed learning.

Conclusions

This systematic review confirms the benefits of IBL in enhancing educational outcomes and provides a synthesized overview of effective practices for its implementation. While IBL fosters critical thinking, creativity, and academic achievement, its success relies on adequate teacher training, supportive environments, and technological integration. Addressing the challenges related to instructional support and student readiness is crucial for optimizing IBL. The findings offer valuable insights for educators, researchers, and policymakers to enhance educational practices and outcomes through inquiry-based approaches.

Inquiry-Based Learning, Educational Outcomes, Pedagogical Approaches, Critical Thinking, Educational Innovation

Introduction

Inquiry-based learning (IBL) has gained prominence as an innovative pedagogical approach that emphasizes student-centred learning through active exploration, questioning, and problem-solving. Rooted in constructivist theories of education, IBL encourages students to engage deeply with subject matter, develop critical thinking skills, and foster a lifelong love of learning ( Almulla, 2023 ). This approach contrasts with traditional rote learning methods by promoting curiosity and allowing students to take ownership of their educational journeys. The effectiveness of IBL has been widely studied across various educational settings and disciplines, revealing its potential to significantly enhance educational outcomes. Research has shown that IBL can lead to improved academic performance, increased motivation, and the development of essential 21st-century skills such as collaboration, communication, and creativity ( Bruder & Prescott, 2013 ). Despite these promising findings, the implementation of IBL presents several challenges, including the need for substantial instructional support, adequate teacher training, and the creation of conducive learning environments ( Hinostroza, Armstrong-Gallegos & Villafaena, 2024 ).

This systematic review aims to provide a comprehensive synthesis of the current literature on IBL, focusing on its impact on educational outcomes and identifying best practices for its implementation. By examining a broad range of peer-reviewed studies, this review seeks to offer educators, researchers, and policy-makers valuable insights into the efficacy of IBL and practical strategies for integrating it into diverse educational contexts. The objectives of this review are threefold: first, to evaluate the overall impact of IBL on student learning outcomes; second, to identify effective practices and strategies for implementing IBL in classrooms; and third, to highlight the challenges and limitations associated with this pedagogical approach. Through a thorough analysis of existing research, this study aims to contribute to the growing body of knowledge on IBL and support the development of more effective and inclusive educational practices.

By systematically reviewing the existing literature on IBL, this study aims to enhance our understanding of this pedagogical approach and provide actionable insights for educators and policymakers striving to improve educational outcomes through innovative teaching methods.

Theoretical foundations of inquiry-based learning

Inquiry-based learning (IBL) is deeply rooted in the constructivist theories of education, which posit that knowledge is actively constructed by learners rather than passively received from external sources ( Ajda, 2022 ). This approach is influenced by the works of prominent educational theorists such as John Dewey, Jean Piaget, and Lev Vygotsky, who emphasized the importance of active learning, social interaction, and the development of critical thinking skills. The concept of IBL can be traced back to the early 20th century when John Dewey introduced his ideas on experiential learning and the significance of education in fostering democratic citizenship. Dewey argued that education should not merely involve the transmission of factual knowledge but should engage students in meaningful activities that promote critical thinking and problem-solving skills. He believed that learners should be active participants in their own education, exploring real-world problems and seeking solutions through inquiry and investigation.

Jean Piaget further developed the constructivist theory by focusing on cognitive development and the stages through which children acquire knowledge. Piaget’s work highlighted the importance of hands-on, experiential learning activities that allow students to explore concepts at their own pace and build understanding through discovery. Lev Vygotsky contributed to the development of IBL with his emphasis on the social context of learning. Vygotsky (1978) introduced the concept of the Zone of Proximal Development (ZPD), which describes the gap between what a learner can do independently and what they can achieve with guidance and support from a more knowledgeable other. This idea underscores the significance of collaborative learning and scaffolding in the inquiry process.

Today, IBL is implemented in various educational settings, from primary schools to higher education institutions. It is used across a wide range of disciplines, including science, mathematics, social studies, and the humanities. The integration of technology has also expanded the possibilities for inquiry-based learning, providing students with access to vast resources and enabling new forms of collaboration and exploration. In summary, the theoretical foundations of IBL are grounded in constructivist theories of education, emphasizing active learning, social interaction, and critical thinking. The historical development of IBL reflects the contributions of educational theorists such as John Dewey, Jean Piaget, and Lev Vygotsky, whose ideas continue to influence contemporary educational practices. The key principles of IBL underscore the importance of student-centred learning, active engagement, questioning and exploration, collaboration, scaffolding, and reflective thinking, all of which contribute to the development of deeper and more meaningful learning experiences.

Empirical studies examining the impact of inquiry-based learning (IBL) on educational outcomes

Empirical studies examining the impact of inquiry-based learning (IBL) on educational outcomes have provided valuable insights into its effectiveness across various disciplines and educational levels. Research consistently indicates that IBL positively influences academic achievement across different subjects and age groups. For example, studies have shown that students engaged in inquiry-based approaches tend to demonstrate deeper understanding of content compared to those in traditional lecture-based settings ( Kersting et al., 2023 ). They often achieve higher scores on assessments measuring both content knowledge and application of concepts. IBL enhances critical thinking skills by encouraging students to ask questions, investigate problems, and analyse information independently ( Rahmi, Alberida & Astuti, 2019 ). Empirical studies have found that students engaged in IBL demonstrate improved abilities in critical thinking, such as evaluating evidence, making reasoned judgments, and synthesizing information from multiple sources ( Bruder & Prescott, 2013 ). These skills are essential for academic success and lifelong learning.

One of the notable benefits of IBL is its ability to increase student engagement in learning. By actively involving students in the inquiry process, IBL promotes intrinsic motivation and a sense of ownership over learning outcomes. Research has shown that students are more likely to be enthusiastic and committed to their studies when they can explore topics that interest them and contribute to their learning goals ( Cents-Boonstra et al., 2020 ). A meta-analysis examined the effects of different teaching methods on student achievement and found that inquiry-based approaches, including problem-based learning and project-based learning, had a positive impact on academic outcomes ( Li & Ding, 2023 ). In science education, studies have shown that inquiry-based approaches lead to deeper conceptual understanding and improved scientific reasoning skills among students ( Strat, Henriksen & Jegstad, 2023 ). Research in mathematics education demonstrated that students engaged in inquiry-based learning activities developed better problem-solving skills and retained mathematical concepts more effectively compared to traditional instruction ( Beswick, 2021 ).

Empirical studies on IBL often employ mixed methods approaches, combining quantitative measures such as standardized tests and qualitative data such as student interviews and classroom observations. Longitudinal studies have also been conducted to assess the long-term impact of IBL on students’ academic and professional development. Overall, empirical evidence supports the effectiveness of inquiry-based learning in enhancing academic achievement, fostering critical thinking skills, and promoting student engagement. These findings underscore the importance of integrating IBL into educational practices to cultivate 21st-century competencies and prepare students for success in an increasingly complex and dynamic world. Continued research and implementation of best practices in IBL can further enrich educational experiences and improve outcomes for learners across diverse contexts.

Best practices for implementing IBL, drawing on successful case studies and practical recommendations from the literature

Implementing inquiry-based learning (IBL) effectively requires a thoughtful approach that integrates best practices drawn from successful case studies and practical recommendations from educational literature. Key best practices for implementing IBL are outlined below.

Setting the stage for inquiry

Successful implementation of IBL begins with setting clear expectations and creating an environment conducive to inquiry. Educators should articulate learning objectives that emphasize critical thinking, problem-solving, and application of knowledge. Drawing from case studies, educators often start by framing inquiry tasks around real-world issues or scenarios that resonate with students’ interests and experiences.

Case study insight

In a high school biology class, a teacher introduced an inquiry project on environmental sustainability. Students investigated local ecosystems, conducted field observations, and collaborated with community experts. This project not only deepened their understanding of ecological concepts but also fostered a sense of civic responsibility and engagement ( Sadeh & Zion, 2012 ).

Structuring inquiry with support

Central to successful IBL is scaffolding support to guide students through the inquiry process. Educators leverage case study insights by providing initial guidance on developing research questions, accessing resources, and conducting investigations. This structured approach gradually empowers students to take ownership of their learning while building confidence in their inquiry skills.

At a middle school, a social studies teacher implemented an inquiry unit on historical revolutions. Students began by exploring key events and debates, gradually delving into primary sources and conducting debates. By scaffolding their research and discussion skills, students gained a nuanced understanding of historical contexts and developed critical analysis skills ( Lawrence, Langan & Maurer, 2019 ).

Fostering collaboration and reflection

Collaborative learning is essential in IBL, as it encourages students to share perspectives, discuss findings, and co-construct knowledge. Drawing from practical recommendations, educators cultivate collaborative inquiry communities where students learn from each other’s insights and diverse perspectives. Additionally, integrating opportunities for reflection enables students to evaluate their learning processes, refine strategies, and deepen their understanding.

In a high school physics class, an inquiry project on renewable energy sparked collaboration among students researching various technologies. Through group discussions and peer feedback sessions, students refined their understanding of scientific principles and explored practical applications. Reflection journals documented their learning journey and highlighted personal growth in problem-solving and teamwork skills ( Szott, 2013 ).

Empowering teachers as facilitators

Educators play a pivotal role as facilitators in IBL, guiding students’ inquiry experiences while nurturing their curiosity and independence. Practical recommendations stress the importance of ongoing professional development for educators, equipping them with pedagogical strategies, assessment tools, and technological resources to support inquiry-based practices effectively.

In a professional development workshop, educators explored innovative strategies for integrating IBL into curriculum planning. They collaborated on designing inquiry-based units aligned with curriculum standards and discussed effective assessment practices. This collaborative learning environment empowered teachers to adapt and refine their instructional approaches, ensuring meaningful learning experiences for students ( Sims et al., 2023 ).

Evaluating impact and iterating practice

Continuous evaluation is integral to refining and optimizing IBL practices. Educators draw from evidence-based insights to assess student engagement, mastery of content, and development of critical thinking skills. By collecting formative feedback, analysing assessment data, and reflecting on classroom observations, educators iteratively refine their instructional practices to meet diverse learning needs and enhance student outcomes.

A school district implemented a longitudinal study to assess the impact of IBL across grade levels and subject areas. Data analysis revealed significant improvements in student achievement, critical thinking skills, and collaborative behaviours. Educators used these insights to inform curriculum development, professional learning communities, and student-centred initiatives, fostering a culture of continuous improvement and innovation in education ( Pak et al., 2020 ).

In summary, successful implementation of inquiry-based learning draws on best practices rooted in case studies and practical recommendations from educational literature. By setting clear objectives, scaffolding support, fostering collaboration, empowering teachers as facilitators, and evaluating impact, educators create dynamic learning environments where students thrive as curious, critical thinkers and lifelong learners.

Challenges and limitations of IBL

Implementing inquiry-based learning (IBL) in educational settings offers transformative opportunities for students to engage deeply with content, develop critical thinking skills, and cultivate a passion for lifelong learning. However, the journey towards effective IBL is not without its challenges and limitations. Integrating IBL requires adequate time for students to explore, question, research, and reflect ( Huang, Mills & Tiangco, 2024 ). However, strict curriculum schedules and standardized testing pressures often limit the time available for in-depth inquiry. In many classrooms, educators face the challenge of balancing mandated curriculum requirements with the need for meaningful inquiry experiences ( Pak et al., 2020 ). Time constraints may lead to rushed inquiry processes or superficial engagement with content, undermining the potential benefits of IBL.

Students vary in their readiness for self-directed learning and inquiry skills. Some may struggle with formulating research questions, accessing resources, or synthesizing information independently. Educators encounter diverse student backgrounds and abilities, necessitating differentiated support to scaffold inquiry effectively ( Diallo & Maizonniaux, 2016 ). Addressing varying levels of readiness requires personalized guidance, structured prompts, and ongoing feedback to build students’ confidence and competence in inquiry practices. Traditional assessment methods may not align with the open-ended nature of inquiry-based activities, making it challenging to evaluate students’ depth of understanding and skills development ( O’Neill & Padden, 2021 ). Schools and districts often rely on standardized tests or summative assessments that prioritize memorization of facts over critical thinking and problem-solving. This mismatch can discourage educators from fully embracing IBL or accurately assessing its impact on student learning.

Access to resources, including materials, technology, and external expertise, varies across educational settings and can impact the quality and equity of inquiry experiences. In underserved communities or resource-constrained schools, educators may face challenges in providing students with adequate tools and support for meaningful inquiry ( Engelbrecht, 2020 ). Limited access to digital resources, laboratory equipment, or field trip opportunities can hinder the depth and authenticity of inquiry-based projects.

This systematic review seeks to comprehensively evaluate the impact and identify best practices of inquiry-based learning across various educational contexts. By synthesizing existing literature, this study aims to provide educators and policymakers with evidence-based insights to enhance instructional practices and student outcomes. The study employed a systematic search strategy to identify relevant literature from peer-reviewed journals, conference proceedings, books, and reports. Key databases such as ERIC, PsycINFO, Education Source, Web of Science, and Google Scholar were systematically searched using a combination of keywords (“inquiry-based learning,” “problem-based learning,” “project-based learning,” “educational impact,” “best practices”) and Boolean operators to ensure comprehensive coverage. Inclusion criteria were predefined to include studies published in English within a specified timeframe (i.e., last 15 years) that focus on empirical research, or comprehensive reviews related to inquiry-based learning in educational settings. Studies were screened based on their relevance to the research objectives, with full-text assessments conducted to determine final inclusion. Data extraction involved systematically recording key information from selected studies, including study characteristics (e.g., authors, publication year), participant demographics (e.g., educational level, sample size), methodology (e.g., study design, data collection methods), findings related to impact and best practices, and limitations identified by authors. Synthesis of findings followed a thematic approach, where data is analysed to identify recurring themes and patterns related to the impact of inquiry-based learning on student outcomes and the effective strategies employed. Quantitative data from studies were synthesized to provide a quantitative overview of the effects observed.

Quality assessment of included studies was conducted to evaluate methodological rigor and potential biases. Criteria for quality assessment included clarity of research questions, appropriateness of study design, transparency in data collection and analysis, and consideration of limitations. Studies were categorized based on their methodological strength to provide insights into the reliability and validity of findings. Findings from the systematic review were analysed to draw conclusions regarding the overall impact of inquiry-based learning and to identify overarching best practices. Subgroup analyses were conducted based on educational level, subject area, or other relevant variables to explore variations in outcomes and effectiveness across different contexts. The results of the systematic review were reported following PRISMA guidelines (Preferred Reporting Items for Systematic Reviews and Meta-Analyses), ensuring transparency and rigor in reporting methods and findings. A narrative synthesis was presented, organizing findings around identified themes and supported by evidence from included studies. Implications of the findings were discussed in terms of their relevance for educational practice, policy development, and future research directions. Recommendations were provided to inform educators, policymakers, and researchers on strategies to optimize the implementation of inquiry-based learning and enhance student learning experiences.

Table 1 below summarizes various studies that explored the affordances of IBL in various instructional settings.

Table 1. Summary of key studies.

In recent years, Inquiry-Based Learning (IBL) has emerged as a transformative educational approach across various disciplines, each study highlighting nuanced outcomes and challenges. Strat, Henriksen and Jegstad’s (2023) research in science education underscores IBL’s efficacy in enhancing conceptual understanding, scientific reasoning, and knowledge retention across grade levels. Similarly, Huang, Doorman and van Joolingen (2021) demonstrated in mathematics the significant benefits of IBL, including improved problem-solving abilities and heightened student engagement, despite challenges aligning with standardized testing. In social studies, Wale and Bishaw (2020) emphasized the development of critical thinking through historical inquiry, revealing increased student interest and the imperative for tailored support amidst diverse backgrounds. Meanwhile, Greenwood et al. (2020) in primary education illustrated positive impacts on early literacy and numeracy skills through age-appropriate IBL activities, though adapting to younger students remains a challenge.

Zhao and Cao (2023) explored IBL’s effect on student engagement, highlighting increased motivation and collaborative skills development, yet noting variability based on subject matter and teaching methods. Addressing high school settings, Huang, Mills and Tiangco (2024) identified structured inquiry tasks as pivotal for improving academic performance, stressing the necessity of robust professional development and administrative backing for sustained effectiveness. Connolly, Logue and Calderon (2022) tackled assessment strategies, advocating for authentic and flexible assessment methods that capture inquiry-based skills while providing continuous student feedback. Furthermore, the integration of technology in IBL, as studied by Hinostroza, Armstrong-Gallegos and Villafaena (2024) , illustrated enhanced resource access and digital literacy needs among both educators and students. Sims et al. (2023) highlighted the critical role of ongoing teacher professional development in enhancing IBL implementation through collaborative communities of practice and adaptive teaching strategies. Trainor and Robertson (2022) emphasized equity and inclusivity in IBL, promoting culturally responsive teaching to accommodate diverse learning needs and ensure equitable access to educational resources.

Long-term effects, as examined by Li and Zhu (2023) , revealed enduring benefits of IBL in fostering transferable skills essential for career readiness, though challenges persist in measuring impacts beyond academic performance. Sahito and Wassan’s (2024) study on IBL in STEM education emphasized hands-on experimentation and industry partnerships, aiming to bridge gender and minority participation gaps. Additionally, Kelty and Wakabayashi (2020) explored the pivotal role of parental and community involvement in reinforcing inquiry skills and fostering community engagement. From higher education perspectives, Aditomo et al. (2011) discussed IBL’s role in preparing students for research and professional careers, underscoring challenges in balancing disciplinary knowledge with research-focused curricula. Kang (2022) provided global insights into IBL’s variations across cultural contexts, facilitating the exchange of best practices amid diverse teaching and learning styles. Voet and De Wever (2019) highlighted educators’ perspectives on IBL, emphasizing the need for continuous professional development and collaborative approaches to effectively integrate inquiry-based activities into curricula.

Lastly, Gimbert et al. (2023) and Funk et al. (2022) delved into the social-emotional and leadership dimensions of IBL, respectively, noting its positive impact on student well-being, resilience, and innovation-driven leadership in educational settings. Maaß and Artigue (2013) concluded with insights into the challenges of scaling IBL initiatives, emphasizing the importance of logistical strategies and stakeholder collaboration to maintain fidelity to IBL principles amid institutional pressures. In summary, while Inquiry-Based Learning offers substantial benefits in fostering critical skills and engagement across educational settings, addressing its challenges—such as assessment alignment, technological integration, and inclusive practice—is crucial for its sustainable and equitable implementation globally.

Recommendations

Based on the comprehensive findings and insights gained from the systematic review of inquiry-based learning, several key recommendations emerge to enhance its implementation and impact across educational settings. Firstly, it is crucial to prioritize professional development initiatives for educators. Training programs should not only familiarize teachers with the principles and methodologies of inquiry-based learning but also provide ongoing support to refine their instructional practices. By equipping educators with the necessary skills and confidence, institutions can ensure consistent and effective implementation of inquiry-based approaches. Secondly, curriculum design should incorporate flexible frameworks that accommodate diverse learning needs and subject areas. While inquiry-based learning thrives on student-driven exploration and discovery, structured guidelines and scaffolding are essential to maintain rigor and coherence. Educators should collaborate across disciplines to develop adaptable curricular models that integrate inquiry-based methodologies seamlessly into existing frameworks.

Furthermore, fostering a collaborative learning environment is crucial for maximizing the benefits of inquiry-based pedagogy. Schools and educational institutions should encourage interdisciplinary teamwork among students, promoting peer collaboration, and collective problem-solving. Such collaborative experiences not only enhance students’ social-emotional skills but also reinforce the application of knowledge in real-world contexts. Additionally, leveraging technology plays a pivotal role in expanding the reach and impact of inquiry-based learning. Educational technologies, including virtual simulations, interactive platforms, and digital resources, offer immersive learning experiences that transcend traditional classroom boundaries. Institutions should invest in accessible and inclusive technological solutions to enhance engagement and accessibility for all learners.

Moreover, assessment practices should evolve to align with the principles of inquiry-based learning. Moving beyond traditional measures of memorization, educators should implement authentic assessment methods that emphasize critical thinking, creativity, and application of knowledge. Performance-based assessments, portfolios, and peer evaluations provide holistic insights into students’ learning progress and achievement of learning outcomes. Lastly, ongoing research and evaluation are essential to advance the understanding and efficacy of inquiry-based learning. Institutions should support longitudinal studies and collaborative research initiatives to identify emerging trends, refine best practices, and address challenges in implementation. By fostering a culture of evidence-based inquiry, educators can continually innovate and optimize educational practices to meet the evolving needs of learners.

The systematic review of inquiry-based learning reveals compelling evidence of its transformative impact on educational practices and outcomes. This study has underscored the diverse benefits and best practices associated with inquiry-based pedagogy across various disciplines and educational settings. Throughout this review, it becomes evident that inquiry-based learning fosters active student engagement, critical thinking, and deeper conceptual understanding. By shifting the focus from passive reception to active exploration, students are empowered to take ownership of their learning journey. This approach not only enhances content mastery but also cultivates essential skills such as problem-solving, collaboration, and information literacy, which are crucial for success in today’s interconnected world.

Moreover, the review identifies key factors that contribute to the effective implementation of inquiry-based methodologies. Structured frameworks, professional development for educators, and the integration of technology emerge as critical enablers in creating supportive learning environments. These elements facilitate meaningful learning experiences that resonate with students’ diverse learning styles and interests. Importantly, the review highlights the need for ongoing research and collaboration to further refine and expand the application of inquiry-based learning. As education continues to evolve, continuous evaluation and adaptation of pedagogical approaches are essential to meet the changing needs of learners and society at large.

In conclusion, the findings from this systematic review underscore the significance of inquiry-based learning as a catalyst for pedagogic innovation. By embracing student-centred approaches, leveraging technological advancements, and redefining assessment practices, educators can create inclusive and dynamic learning environments that prepare students for future challenges and opportunities. Ultimately, the integration of inquiry-based pedagogy holds promise in shaping a more responsive, equitable, and effective educational landscape.

Data availability

No data are associated with this article.

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Systematically Reviewing the Literature: Building the Evidence for Health Care Quality

There are important research and non-research reasons to systematically review the literature. This article describes a step-by-step process to systematically review the literature along with links to key resources. An example of a graduate program using systematic literature reviews to link research and quality improvement practices is also provided.

Introduction

Systematic reviews that summarize the available information on a topic are an important part of evidence-based health care. There are both research and non-research reasons for undertaking a literature review. It is important to systematically review the literature when one would like to justify the need for a study, to update personal knowledge and practice, to evaluate current practices, to develop and update guidelines for practice, and to develop work related policies. 1 A systematic review draws upon the best health services research principles and methods to address: What is the state of the evidence on the selected topic? The systematic process enables others to reproduce the methods and to make a rational determination of whether to accept the results of the review. An abundance of articles on systematic reviews exist focusing on different aspects of systematic reviews. 2 – 9 The purpose of this article is to describe a step by step process of systematically reviewing the health care literature and provide links to key resources.

Systematic Review Process: Six Key Steps

Six key steps to systematically review the literature are outlined in Table 1 and discussed here.

Systematic Review Steps

1. Formulate the Question and Refine the Topic

When preparing a topic to conduct a systematic review, it is important to ask at the outset, “What exactly am I looking for?” Hopefully it seems like an obvious step, but explicitly writing a one or two sentence statement of the topic before you begin to search is often overlooked. It is important for several reasons; in particular because, although we usually think we know what we are searching for, in truth our mental image of a topic is often quite fuzzy. The act of writing something concise and intelligible to a reader, even if you are the only one who will read it, clarifies your thoughts and can inspire you to ask key questions. In addition, in subsequent steps of the review process, when you begin to develop a strategy for searching the literature, your topic statement is the ready raw material from which you can extract the key concepts and terminology for your strategies. The medical and related health literature is massive, so the more precise and specific your understanding of your information need, the better your results will be when you search.

2. Search, Retrieve, and Select Relevant Articles

The retrieval tools chosen to search the literature should be determined by the purpose of the search. Questions to ask include: For what and by whom will the information be used? A topical expert or a novice? Am I looking for a simple fact? A comprehensive overview on the topic? Exploration of a new topic? A systematic review? For the purpose of a systematic review of journal research in the area of health care, PubMed or Medline is the most appropriate retrieval tool to start with, however other databases may be useful ( Table 2 ). In particular, Google Scholar allows one to search the same set of articles as PubMed/MEDLINE, in addition to some from other disciplines, but it lacks a number of key advanced search features that a skilled searcher can exploit in PubMed/MEDLINE.

Examples of Electronic Bibliographic Databases Specific to Health Care

Note: These databases may be available through university or hospital library systems.

An effective way to search the literature is to break the topic into different “building blocks.” The building blocks approach is the most systematic and works the best in periodical databases such as PubMed/MEDLINE. The “blocks” in a “building blocks” strategy consist of the key concepts in the search topic. For example, let’s say we are interested in researching about mobile phone-based interventions for monitoring of patient status or disease management. We could break the topic into the following concepts or blocks: 1. Mobile phones, 2. patient monitoring, and 3. Disease management. Gather synonyms and related terms to represent each concept and match to available subject headings in databases that offer them. Organize the resulting concepts into individual queries. Run the queries and examine your results to find relevant items and suggest query modifications to improve your results. Revise and re-run your strategy based on your observations. Repeat this process until you are satisfied or further modifications produce no improvements. For example in Medline, these terms would be used in this search and combined as follows: cellular phone AND (ambulatory monitoring OR disease management), where each of the key word phrases is an official subject heading in the MEDLINE vocabulary. Keep detailed notes on the literature search, as it will need to be reported in the methods section of the systematic review paper. Careful noting of search strategies also allows you to revisit a topic in the future and confidently replicate the same results, with the addition of those subsequently published on your topic.

3. Assess Quality

There is no consensus on the best way to assess study quality. Many quality assessment tools include issues such as: appropriateness of study design to the research objective, risk of bias, generalizability, statistical issues, quality of the intervention, and quality of reporting. Reporting guidelines for most literature types are available at the EQUATOR Network website ( http://www.equator-network.org/ ). These guidelines are a useful starting point; however they should not be used for assessing study quality.

4. Extract Data and Information

Extract information from each eligible article into a standardized format to permit the findings to be summarized. This will involve building one or more tables. When making tables each row should represent an article and each column a variable. Not all of the information that is extracted into the tables will end up in the paper. All of the information that is extracted from the eligible articles will help you obtain an overview of the topic, however you will want to reserve the use of tables in the literature review paper for the more complex information. All tables should be introduced and discussed in the narrative of the literature review. An example of an evidence summary table is presented in Table 3 .

Example of an evidence summary table

Notes: BP = blood pressure, HbA1c = Hemoglobin A1c, Hypo = hypoglycemic, I = Internet, NS = not significant, PDA = personal digital assistant, QOL = quality of life, SMBG = self-monitored blood glucose, SMS = short message service, V = voice

5. Analyze and Synthesize Data and information

The findings from individual studies are analyzed and synthesized so that the overall effectiveness of the intervention can be determined. It should also be observed at this time if the effect of an intervention is comparable in different studies, participants, and settings.

6. Write the Systematic Review

The PRISMA 12 and ENTREQ 13 checklists can be useful resources when writing a systematic review. These uniform reporting tools focus on how to write coherent and comprehensive reviews that facilitate readers and reviewers in evaluating the relative strengths and weaknesses. A systematic literature review has the same structure as an original research article:

TITLE : The systematic review title should indicate the content. The title should reflect the research question, however it should be a statement and not a question. The research question and the title should have similar key words.

STRUCTURED ABSTRACT: The structured abstract recaps the background, methods, results and conclusion in usually 250 words or less.

INTRODUCTION: The introduction summarizes the topic or problem and specifies the practical significance for the systematic review. The first paragraph or two of the paper should capture the attention of the reader. It might be dramatic, statistical, or descriptive, but above all, it should be interesting and very relevant to the research question. The topic or problem is linked with earlier research through previous attempts to solve the problem. Gaps in the literature regarding research and practice should also be noted. The final sentence of the introduction should clearly state the purpose of the systematic review.

METHODS: The methods provide a specification of the study protocol with enough information so that others can reproduce the results. It is important to include information on the:

• Eligibility criteria for studies: Who are the patients or subjects? What are the study characteristics, interventions, and outcomes? Were there language restrictions?
• Literature search: What databases were searched? Which key search terms were used? Which years were searched?
• Study selection: What was the study selection method? Was the title screened first, followed by the abstract, and finally the full text of the article?
• Data extraction: What data and information will be extracted from the articles?
• Data analysis: What are the statistical methods for handling any quantitative data?

RESULTS: The results should also be well-organized. One way to approach the results is to include information on the:

• Search results: What are the numbers of articles identified, excluded, and ultimately eligible?
• Study characteristics: What are the type and number of subjects? What are the methodological features of the studies?
• Study quality score: What is the overall quality of included studies? Does the quality of the included studies affect the outcome of the results?
• Results of the study: What are the overall results and outcomes? Could the literature be divided into themes or categories?

DISCUSSION: The discussion begins with a nonnumeric summary of the results. Next, gaps in the literature as well as limitations of the included articles are discussed with respect to the impact that they have on the reliability of the results. The final paragraph provides conclusions as well as implications for future research and current practice. For example, questions for future research on this topic are revealed, as well as whether or not practice should change as a result of the review.

REFERENCES: A complete bibliographical list of all journal articles, reports, books, and other media referred to in the systematic review should be included at the end of the paper. Referencing software can facilitate the compilation of citations and is useful in terms of ensuring the reference list is accurate and complete.

The following resources may be helpful when writing a systematic review:

CEBM: Centre for Evidence-based Medicine. Dedicated to the practice, teaching and dissemination of high quality evidence based medicine to improve health care Available at: http://www.cebm.net/ .

CITING MEDICINE: The National Library of Medicine Style Guide for Authors, Editors, and Publishers. This resource provides guidance in compiling, revising, formatting, and setting reference standards. Available at http://www.ncbi.nlm.nih.gov/books/NBK7265/ .

EQUATOR NETWORK: Enhancing the QUAlity and Transparency Of health Research. The EQUATOR Network promotes the transparent and accurate reporting of research studies. Available at: http://www.equator-network.org/ .

ICMJE RECOMMENDATIONS: International Committee of Medical Journal Editors Recommendations for the Conduct, Reporting, Editing and Publication of Scholarly Work in Medical Journals. The ICJME recommendations are followed by a large number of journals. Available at: http://www.icmje.org/about-icmje/faqs/icmje-recommendations/ .

PRISMA STATEMENT: Preferred Reporting Items for Systematic Reviews and Meta-Analyses. Authors can utilize the PRISMA Statement checklist to improve the reporting of systematic reviews and meta-analyses. Available at: http://prisma-statement.org .

THE COCHRANE COLLABORATION: A reliable source for making evidence generated through research useful for informing decisions about health. Available at: http://www.cochrane.org/ .

Examples of Systematic Reviews To Link Research and Quality Improvement

Over the past 17 years more than 300 learners, including physicians, nurses, and health administrators have completed a course as part of a Master of Health Administration or a Master of Science in Health Informatics degree at the University of Missouri. An objective of the course is to educate health informatics and health administration professionals about how to utilize a systematic, scientific, and evidence-based approach to literature searching, appraisal, and synthesis. Learners in the course conduct a systematic review of the literature on a health care topic of their choosing that could suggest quality improvement in their organization. Students select topics that make sense in terms of their core educational competencies and are related to their work. The categories of topics include public health, leadership, information management, health information technology, electronic medical records, telehealth, patient/clinician safety, treatment/screening evaluation cost/finance, human resources, planning and marketing, supply chain, education/training, policies and regulations, access, and satisfaction. Some learners have published their systematic literature reviews 14 – 15 . Qualitative comments from the students indicate that the course is well received and the skills learned in the course are applicable to a variety of health care settings.

Undertaking a literature review includes identification of a topic of interest, searching and retrieving the appropriate literature, assessing quality, extracting data and information, analyzing and synthesizing the findings, and writing a report. A structured step-by-step approach facilitates the development of a complete and informed literature review.

Suzanne Austin Boren, PhD, MHA, (above) is Associate Professor and Director of Academic Programs, and David Moxley, MLIS, is Clinical Instructor and Associate Director of Executive Programs. Both are in the Department of Health Management and Informatics at the University of Missouri School of Medicine.

Contact: ude.iruossim.htlaeh@snerob

None reported.

• Open access
• Published: 11 September 2024

Adult co-creators’ emotional and psychological experiences of the co-creation process: a Health CASCADE scoping review protocol

• Lauren McCaffrey   ORCID: orcid.org/0000-0003-2524-977X 1 ,
• Bryan McCann 1 ,
• Maria Giné-Garriga 2 ,
• Qingfan An 3 ,
• Greet Cardon 4 ,
• Sebastien François Martin Chastin 1 , 4 ,
• Rabab Chrifou 4 ,
• Sonia Lippke 5 ,
• Quentin Loisel 1 ,
• Giuliana Raffaella Longworth 2 ,
• Katrina Messiha 6 ,
• Mira Vogelsang 1 ,
• Emily Whyte 1 &
• Philippa Margaret Dall 1  

Systematic Reviews volume  13 , Article number:  231 ( 2024 ) Cite this article

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There is a growing investment in the use of co-creation, reflected by an increase in co-created products, services, and interventions. At the same time, a growing recognition of the significance of co-creators’ experience can be detected but there is a gap in the aggregation of the literature with regard to experience. Therefore, the purpose of this scoping review is to uncover the breadth of existing empirical research on co-creation experience, how it has been defined and assessed, and its key emotional and psychological characteristics in the context of co-created products, services, or interventions among adults.

The development of the search strategy was guided by the research question, Arksey, and O’Malley’s scoping review methodology guidelines, and through collaboration with members of the Health CASCADE consortium. The results of the search and the study inclusion process will be reported in full and presented both narratively and by use of the Preferred Reporting Items for Systematic Reviews and Meta-analyses extension for scoping review (PRISMA-ScR) flow diagram. Comprehensive searches of relevant electronic databases (e.g. Scopus) will be conducted to identify relevant papers. Snowball searches to identify additional papers through included full-text papers will be done using the artificial intelligence tool, namely, Connected Papers. All review steps will involve at least two reviewers. Studies in English, Dutch, Chinese, Spanish, and French, published from the year 1970 onwards, will be considered. Microsoft Excel software will be used to record and chart extracted data.

The resulting scoping review could provide useful insights into adult co-creators’ experience of participating in the co-creation process. An increased understanding of the role of emotional and psychological experiences of participating in co-creation processes may help to inform the co-creation process and lead to potential benefits for the co-creators and co-created outcome.

Systematic review registration

10.5281/zenodo.7665851.

Peer Review reports

Co-creation can be defined as “any act of collective creativity that involves a broad range of relevant and affected actors in creative problem-solving that aims to produce a desired outcome” [ 1 ]. Co-creation is increasingly acknowledged as a promising approach to address complex ‘wicked’ societal problems and develop more contextually relevant interventions to improve outcomes in a variety of settings [ 2 ]. By facilitating communication across sectors, integrating diverse forms of knowledge and expertise, and enabling local ownership, co-creation can be useful in a broad range of fields including, healthcare, community, and education [ 3 ].

The co-creation process is guided by participatory methodologies [ 4 ]. The goal of participatory research is to engage all those who are the subject of the research in all stages of the research [ 5 ]. Participatory research acknowledges the value of their contribution in a practical and collaborative way [ 5 ]. Co-creation builds on these participatory methodologies, to address the power imbalances stemming from social inequities and uses empowerment approaches to address and meet the needs of citizens [ 3 ]. Co-creation is more specific than the broad concept of participation, which also refers to passive involvement [ 6 ]. The ultimate goal of co-creation is to actively involve all relevant and affected stakeholders in all aspects of the co-creation process, such as planning or conducting [ 7 ].

Whilst the co-creation behaviour of participants in a co-creation process is mostly documented in the co-creation literature, the emotional and psychological experience of participating in the co-creation process has been given less attention [ 8 , 9 ]. Co-creation behaviour is argued to comprise multiple behavioural dimensions that fall under two higher-order factors, namely, participation behaviour and citizenship behaviour [ 10 ]. The behavioural dimensions of participation behaviour include information seeking and sharing, responsible behaviour, and personal interaction. The dimensions of citizenship behaviour include feedback, advocacy, helping, and tolerance [ 10 ]. On the other hand, the co-creators’ experiences of participating in the co-creation process, hereby shortened to co-creation experience, capture co-creators’ emotional and psychological states; highlight the interactive component; and involve a continuous process as opposed to a single fixed-time event [ 9 ]. In brief, the co-creation experience, as defined for the purposes of this review, is the co-creators’ emotional and psychological states during active participation and interaction when engaging in the co-creation process [ 9 ]. Co-creation experience differs from co-creation behaviour due to its focus on the feelings and cognitions derived from the act of undertaking the co-creation behaviour [ 9 ].

Research indicates that active involvement in the co-creation process can have profound positive effects on increased health and performance outcomes, satisfaction, and well-being [ 11 , 12 ]. For example, Leask et al. [ 13 ] reported older adults having positive experiences engaging with the co-creation of a health intervention, describing that participants’ role as co-researchers made it enjoyable, interesting, and rewarding. Similar findings from Rooijen et al. [ 14 ] indicated that participants felt empowered, liked the interactive characteristic of meetings, and felt they were valued contributors with a shared responsibility for the project. Positive emotional states like happiness or gratitude can foster trust, which is important for building relationships, whereas negative emotional states, like anger, uncertainty, and frustration, can decrease trust [ 15 ]. Building relationships is an important aspect of the co-creation process, in which experiencing positive emotions helps to create new relationships [ 16 ]. Therefore, positive emotions could also contribute to the functioning of the co-creation group(s) and the successful development of products like intervention components, tools, and further actions.

There are instances when co-creators can experience the co-creation process negatively. There exists some research to indicate how failed co-created services recovered can impact co-creators in terms of future intention to co-create, role clarity, and motivation [ 17 ]. However, there might be a lack of, or a lack of visibility of, literature documenting the negative emotional and psychological experiences associated with the co-creation process because of publication bias. Individual and interpersonal experience including group dynamics are central to the creation of value and innovation and this justifies the need to study the role of human experience in the context of co-creation [ 18 , 19 ]. Figure  1 provides a visual depiction of the proposed connection between co-creation experience and the other elements of co-creation.

Suggested model of the relationship between co-creation experience, processes, behaviour, outcomes, impact, and future co-creation

However, so far, there is a gap regarding the aggregation of the literature pertaining to co-creation experience. Therefore, the purpose of this scoping review is to uncover the breadth of existing empirical research on co-creation experience, how it has been defined, and assessed and its key characteristics in the context of co-created products, services, or interventions among adults. As the focus is on the participant’s experience of the process and not the outcome, no limits have been applied to the co-creation context. Scoping reviews are exploratory in nature and systematically map available literature on a broad topic to identify key concepts, theories, sources of evidence, and research gaps [ 20 ]. A scoping review has been identified as an appropriate means to address this broad research question given that, to the authors’ knowledge, there has been no systematic review of co-creation experience literature, the phenomenon is not well understood or utilised, and studies span a wide variety of fields. The aim of the current scoping review is to deliver an evidence-based review of co-creators’ experiences of co-creating. This review will guide future research to advance evidence-based co-creation methods and inform guidance aimed at enhancing positive experiences for those participating in co-creation.

Research question

What is the current state of the science regarding adult co-creators’ emotional and psychological experiences of participating in co-creation?

The objectives of this review are to:

Determine the extent of research on co-creation experience.

Uncover the range of and key characteristics of emotional and psychological experiences documented in the literature to date.

Identify any explicit or implicit underlying psychological theories drawn upon to explain the potential mechanism of the experience of co-creation.

Document any tools or technology used during the co-creation process that impacted the experience during co-creation or to make co-creation more successful .

Methodology

This scoping review protocol is reported in accordance with the Preferred Reporting Items for Systematic Reviews and Meta-Analyses Protocols (PRISMA-P) checklist (see Additional file 1).

Search strategy

The search strategy comprises three main stages (see Fig.  2 ). The first stage involved searching the newly created Health CASCADE Co-creation Database. This database was created by members of the Health CASCADE network and was aimed at collecting in one place the entire corpus of literature pertaining to participatory research and co-creation (1). This database was created using CINAHL, PubMed and all databases accessible via ProQuest through Glasgow Caledonian University (GCU) institutional licence (17 databases in total, APA PsycArticles®, APA PsycInfo®, Art, Design & Architecture Collection, British Periodicals, Coronavirus Research Database, Early Modern Books, Ebook Central, Entertainment Industry Magazine Archive, Humanities Index, Periodicals Archive Online, ProQuest One AcademicTrial-Limited time only, PTSDpubs, SciTech Premium Collection, Social Science Premium Collection, Sports Medicine & Education Index, The Vogue Archive, and The Women's Wear Daily Archive). The key search terms used in this search strategy are found in Table  1 . ASReview, an artificial intelligence (AI) aided platform that helps find relevant records was used for screening the records to be included in this database. The AI performs a textual analysis of the provided records, based on active learning and prioritization. Given the large volume of records retrieved from PubMed, CINAHL, and all databases available through ProQuest with GCU access, AI was necessary to speed up the screening process. There are over 13,000 records contained in this database, with all titles and abstracts containing at least one of the search terms.

Stages of search strategy

The Health CASCADE Co-creation Database was searched using free-text terms relating to co-creation experience (see Table  2 ). Search terms have been developed in reference to the research question and through consultation with members of the Health CASCADE consortium. The search will be piloted to check the appropriateness of keywords and to ensure known studies are identified.

The second stage of the search strategy is to use both sets of search terms (see Tables  1 and 2 ) in Scopus using the Boolean operator AND to combine the two sets. This is to provide additional robustness to the search. Due to the large volume of records retrieved (> 35,000) when combining the two sets of search terms, it is necessary to omit some search terms used to create the Health CASCADE Co-creation Database. Four search terms will be retained “co-creat*”, “co-production”, “co-design” and “experience-based design”. These search terms are specifically chosen because co-production and co-design are commonly used interchangeably with the term co-creation [ 21 ]. In addition, “experience-based design” is retained due to the obvious focus on the experience. We will include articles that meet our inclusion criteria for co-creation, regardless of the terminology used to describe the methodology. For pragmatic reasons, sources of unpublished empirical studies (including grey literature, theses, and dissertations) will not be searched for. The draft search strategy for Scopus is available in Additional file 2.

The final stage of the search is to employ snowballing to capture any additional articles that may be potentially missed. An artificial intelligence tool called Connected Papers [ 22 ] will be used to identify papers that (1) the included paper has cited (backward reference searching), and (2) papers that have since cited the included paper (forward reference searching).

The article selection process is considered an iterative process, whereby the search strategy will be initially broad and then refined based on abstracts retrieved and as reviewer familiarity with the literature increases. The concept of co-creation is defined differently depending on the setting and context and is often used interchangeably with similar, yet distinct concepts, but equally lacking a clear universal understanding [ 21 ]. Therefore, to account for the overlaps in terminology a broad scope will be initially implemented.

As recommended by Arksey and O’Malley [ 23 ], decisions on how to set search parameters will be made after a general scope of the field has been gained. Hence, this stage will require the reviewer(s) to engage in a reflexive way and repeat steps to ensure a comprehensive literature search with more sensitive searches [ 23 , 24 ].

Inclusion/exclusion criteria

All study participants in the included papers must be adults, described as people aged 18 years and over with no upper limit. Children/adolescents are not included in this study as research indicates that there are differences between their emotional experiences in terms of emotional intensity and stability [ 25 ].

Empirical articles (i.e. primary research studies) include any qualitative, quantitative, and mixed-method research designs that include a description of the co-created product, service, or intervention and an evaluation of the co-creators’ co-creation experience. Although scoping reviews can draw on evidence from non-empirical sources, this review imposes limits to include empirical sources only as empirical sources would be most useful and appropriate for contributing to an evidence-based understanding of co-creation methods.

Any context that involves the co-creation of a product, service, or intervention will be considered.

The Health CASCADE Co-creation Database is limited to searching records between 1st January 1970 and 1st December 2021. The search in Scopus will include records from 1st January 1970 until the date of the search.

The Health CASCADE Co-creation Database is limited to only include materials that are written in English. However, for the search conducted in Scopus, publications in English, Spanish, Dutch, French, and Chinese languages will also be considered, as the research team has proficient fluency in these languages.

Data extraction

Following the database search, articles will be exported as a CSV file for removal of duplicates in Excel. The articles will be imported and screened in Rayyan. The title and abstract of all studies will be screened independently by several reviewers (LMcC, QA, QL, EW, GRL, RC, and MV) and irrelevant studies will be removed. All titles and abstracts will be double-screened. Full-text articles of studies identified as potentially relevant for inclusion will subsequently be sought and screened by several reviewers (LMcC, QA, QL, EW, GRL, RC, MV, and KM) against the agreed set of criteria. Differences of opinion regarding inclusion or exclusion will be resolved by discussion and reaching a consensus or by a third reviewer. The results of the search and the study inclusion process will be reported in full in the final scoping review and presented both narratively and by use of the Preferred Reporting Items for Systematic Reviews and Meta-analyses extension for scoping review (PRISMA-ScR) flow diagram.

To determine the extent of research on co-creation experience (objective 1), details about co-creation more generally will first be extracted. This includes:

Study’s definition of co-creation and co-creation experience (if available).

The context or setting.

Data about the participants (number, type, and characteristics of co-creators’ involved).

Description of the co-creation process undertaken (including number of sessions, level of participation).

Purpose of co-creation.

Outcome of the co-created intervention, service, or product.

The key characteristics of psychological and emotional experience including positive and negative components (objective 2) will be extracted.

The psychological theory underpinning the co-creation experience identified by the authors of the studies (objective 3) will be recorded.

Information about the technology or tools that had an impact on the co-creation experience (objective 4) will be extracted.

Additional descriptive information such as discipline and date of publication will also be extracted.

The above-extracted information will be entered into an Excel spreadsheet developed by the authors. This data extraction Excel spreadsheet may be modified and revised as necessary during the process of extracting data from the included evidence sources to ensure that key findings relevant to the review question are addressed.

Quality assessment

There exists debate as to whether a scoping review should contain an assessment of study quality [ 26 ]. A quality assessment component will be included in this review in relation to the sufficiency of reporting the process of co-creating an intervention, service, or product. This tool (see Table  3 ) has been adapted from Leask et al.’s [ 4 ] ‘checklist for reporting intervention co-creation’ and Eyles et al.’s [ 27 ] amended version of a checklist for reporting non-pharmacological interventions. The reason for including this checklist is two-fold. Firstly, the scoping review may contain a variety of study designs and the focus is not solely on the outcomes, but rather on the process [ 27 ]. Secondly, as explained above, the concept of co-creation is used interchangeably with other similar overlapping concepts, such that some processes may be described as co-creation when they are in fact not (according to the definition used in this review) or vice versa. Therefore, by incorporating this checklist, it will become clearer as to the type or extent of co-creation processes that were implemented and whether they were clearly reported within each individual source of empirical evidence. However, given that a scoping review aims to present an overview of the extant literature on a particular topic without synthesis from individual studies, no study will be excluded on the basis of the quality of reporting co-created interventions.

Strategy for data analysis

The PRISMA-ScR will be used to guide the reporting of the scoping review [ 28 ]. Whilst, the synthesis of the results from included sources of evidence is more appropriately done with a systematic review, the analysis of data in scoping reviews is generally descriptive in nature [ 29 ]. A narrative summary of extracted data will be produced along with the tabulated and/or charted results described in relation to the review question and objectives. Descriptive techniques, such as basic coding of data to particular categories, are recommended as a useful approach when the purpose is to identify concepts or key characteristics related to the concept [ 20 ]. Data will be analysed using the well-established method of thematic analysis [ 30 ]. This method is characterised by identifying and reporting recurring themes within the data and is a suitable analytic method because it allows for patterns of experience to be recorded, such as understanding adults’ experiences of participating in co-creation. We intend to extract relevant co-creation experience data from the result sections of articles, including verbatim participant quotations. For quantitative data, such as questionnaires, we will attempt to extract the item statements and code them alongside the qualitative data.

The purpose of this scoping review is to uncover the breadth of existing empirical research on co-creation experience with a focus on emotional aspects and from a psychological perspective. An increased understanding of the role of experiences of participating in co-creation processes may help to inform the development and use of co-creation processes and lead to potential benefits for the co-creators’ and co-created outcome.

This scoping review has some limitations, which reflect the balance between conducting a wide search to discover the breadth of existing literature and the pragmatic constraints of conducting the review. This scoping review searches for published peer-reviewed work from SCOPUS and the Health CASCADE Co-creation Database. Other databases could be searched but for pragmatic reasons, these two databases were selected for their breadth and relevancy. Another limitation is that it was necessary to restrict the search terms for capturing ‘co-creation’ for the search in Scopus to maintain a manageable number of records retrieved to screen by the research team. However, authors may use different terms or descriptions. For instance, variations of terms like co-creation, co-design, and co-production, whether written with a dash or space can affect the number of articles retrieved. Boundaries on the search terms relating to experience were also formed, for example, specific emotions were not included in the search string, due to the large range of possible emotions that can be experienced, which would make the search unwieldy. We also have not used any of the advanced search features of the databases, such as proximity searching, which could potentially improve the specificity.

A strength of this review is the comprehensive snowballing search strategy to capture additional relevant papers. The results will be submitted to a peer-reviewed journal and to scientific conferences. The plan for dissemination includes digital science communication platforms and presentations.

Availability of data and materials

Not applicable.

Abbreviations

Artificial intelligence

Preferred reporting items for systematic review and meta-analysis protocols

Preferred reporting items for systematic review and meta-analysis–extension for scoping reviews

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Acknowledgements

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The PhD studies of Lauren McCaffrey are funded by the European Union’s Horizon 2020 research and innovation programme under Marie Skłodowska-Curie grant agreement n° 956501.

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LMcC coordinated and conceived the study. LMcC, PMD, BMcC, and MGG have made substantive contributions to developing this protocol and the review question. LMcC, PMD, BMcC, MGG, QA, QL, EW, GRL, MV, RC, and KM jointly developed the search strategy. LMcC drafted the manuscript. All authors read and approved the final manuscript.

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McCaffrey, L., McCann, B., Giné-Garriga, M. et al. Adult co-creators’ emotional and psychological experiences of the co-creation process: a Health CASCADE scoping review protocol. Syst Rev 13 , 231 (2024). https://doi.org/10.1186/s13643-024-02643-9

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The phenomenon of yoga in the imagination of Turkish nursing students: "The way to place goodness in the heart"

• Özüm Erki̇n 1 ,
• Aynur Çeti̇nkaya 2 &
• Begüm Güler 3  

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Metrics details

The aim of the research is to shed light on the experiences of a group of nursing students enrolled in a yoga elective course who practiced yoga regularly for 14 weeks, regarding yoga and the phenomenon of doing yoga, with a qualitative approach.

This qualitative study was conducted at a public university in Izmir, Turkey. The study sample consisted of 61 students enrolled in the 1st-year yoga course at the Department of Nursing, Faculty of Health Sciences. Except for two students, 59 of them participated in the study. Participants attended a face-to-face yoga course once a week for 1.5 h over a 14-week period. Each session comprised 30 min of theoretical instruction and 60 min of practice. In data collection, an interview form containing five questions was used to understand nursing students' experiences and thoughts about practicing yoga. In addition, A4 sized papers in different colors were presented to the participants. The participants were asked to draw and/or cut a shape by choosing the paper in the color that most evokes yoga. Then they were asked to explain why they chose this color and why they drew this shape. Participants were given one hour. After the data were collected, the pictures drawn by the participants and their descriptions of their drawings were transferred to the computer and included in the analysis. Qualitative data were hand-coded by the researchers. Within in-vivo coding, code names were formed from the participants' expressions. The findings analyzed by content analysis were interpreted with the literature under the themes by presenting quotations.

It was determined that the participants used nature figures (sun, cloud, tree, sky, flower) (f = 75), people doing yoga (f = 12), and sound, light and other figures (bird sound, wave sound, candle, light bulb, traffic light, heart, eye, left key, peace, swing, India, circle, etc.) (f = 29) in the shapes they drew and cut out on A4 sized papers in different colors to describe their experiences and thoughts about practicing yoga. The participants mostly chose blue-green-yellow colors ( n  = 41). With qualitative question analysis, a list of codes was created from the answers given by the students to the questions for the phenomenon of “doing yoga” (number of codes = 98). After the analysis of the data, four categories were reached. The category names and frequency numbers explaining the phenomenon of practicing yoga were distributed as “symbol of health and serenity (f = 345)”, “the way to place goodness in your heart (f = 110)”, “the most effective way to meet the self (f = 93)” and “no guarantee of relaxation (f = 71)”, respectively.

Conclusions

The results indicate that yoga is perceived by nursing students as a multifaceted practice that evokes a range of emotional and physical responses. Most participants associate yoga with symbols of health, serenity, and self-awareness, often using natural elements and blue-green-yellow the colors to represent these feelings. However, there is also recognition that yoga may not guarantee relaxation for everyone, as some students reported difficulties in meditation, physical discomfort, and challenges in focusing. The study highlights the variability in how individuals experience yoga, emphasizing both its positive effects on well-being and the potential challenges in practice. These findings suggest that while yoga is widely valued for its calming and health-promoting benefits, it may not be universally effective in achieving relaxation or mindfulness.

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Introduction

Yoga is a practice that has been subject to many different interpretations and translations over thousands of years. Patanjali's phrase "Yogas Chitta Vrittis Nirodha" translates to "Yoga is the cessation of the fluctuations of the mind" in English [ 1 ]. Hagen & Hagen (2024) have emphasized that yoga is commonly understood in society as a tool for mental calmness and balance[ 2 ]. This provides a comprehensive model for personal development, contributing to the individual's balanced harmony in every aspect—mental, physical, emotional, and spiritual [ 3 , 4 ]. By developing inner awareness as well as meta-awareness, yoga offers a roadmap for individuals to see and understand their own state and surroundings more clearly [ 5 ]. Yoga enhances physical functionality by alleviating pain and discomfort, thereby reducing physical ailments. Moreover, yoga offers physical health benefits, including increased strength and flexibility, as well as improved posture [ 6 , 7 , 8 , 9 , 10 ].

According to Bhavanani (2014), yoga extends beyond mere physical or mental health; it also addresses emotional, social, and spiritual needs [ 11 ]. By increasing personal awareness, it can strengthens both inner attachment and social connections [ 6 , 9 , 12 ]. Research shows that participants' self-confidence increases during yoga practice, and they might gain better skills to manage their mental health. This underscores not only the physical advantages of yoga but also its significant contributions to mental and emotional well-being [ 8 , 9 , 13 , 14 ]. Yoga can fosters heightened bodily awareness, elevates mood, and enhances overall well-being. It also promotes self-acceptance, personal fulfillment, and social harmony. This holistic process provides psychological relief and mental tranquility, aiding in the management of common mental health issues such as anxiety and depression [ 11 ].

Today, young adults increasingly experience stress, pressure, and mental health issues [ 15 ]. Research links young people's stress levels to high demands at school and the pressure to meet these demands [ 16 ]. Additionally, lack of physical activity and sleep problems also can contribute to their difficulties in coping with these issues [ 17 , 18 ]. Academic expectations from parents, especially those from middle-class families, can further increase the pressure on young people, leading them to evaluate their self-worth solely based on their achievements. This adds to the existing academic pressures, causing young people to worry more about future educational and career opportunities [ 19 ].

Yoga can physically contribute to nervous system balance by decreasing stress-related sympathetic activity and stimulating the parasympathetic system. Consequently, it can positively impact stress and mental health issues, particularly in young people. Nursing students, who often undergo a stressful educational period, can also benefit from these effects [ 20 , 21 , 22 , 23 , 24 ]. Therefore, it is recommended to integrate mindfulness programs, including breathing techniques, meditation, and yoga, into the nursing curriculum [ 21 , 22 ]. In the literature, a yoga course was integrated into the nursing curriculum in Turkey for the first time by Erkin and Aykar (2021) [ 20 ]. Most studies with students in the field of yoga in the literature are quantitative, although yoga has been studied in college students using qualitative methods, no studies found in nursing. This is one of the starting points of this research. The aim of the research is to shed light on the experiences of a group of nursing students enrolled in a yoga elective course who practiced yoga regularly for 14 weeks, regarding yoga and the phenomenon of doing yoga, with a qualitative approach. This qualitative study tries to fill this gap in the literature by explaining the imaginary meanings that nursing students attending yoga courses attribute to the yoga experience.

Design and participants

The research, designed in a qualitative type, was conducted during the 2018–2019 academic year. In line with the qualitative research approach, a purposeful sampling method was used. The qualitative method sees the experience of reality as subjective, varying from person to person. Moreover, it is a reliable method for studying a little known or understood area. Therefore, a qualitative descriptive design was adopted to explore students’ knowledge and perspectives [ 25 ].

Participants attended a face-to-face yoga course once a week for 1.5 h over a 14-week period. Each session comprised 30 min of theoretical instruction and 60 min of practice. The content of the yoga course is detailed in Table 1 . The theoretical component included a weekly 30-min PowerPoint presentation covering topics such as the history of yoga, meditation, breathing techniques (pranayama), yoga poses (asanas), chakras, mindfulness, and compassion. The practical sessions were conducted in a tranquil and dimly lit room, following a structured 60-min schedule: 15 min of pranayama (e.g., ocean breath, equal breathing, cooling breath, humming bee breath, alternate nostril breath, kapalbhati pranayama), 30 min of hatha yoga asanas involving gentle stretching and strengthening exercises with each pose held for 5–10 breaths and repeated five times, 5 min of meditation, and 10 min of shavasana. These sessions were led by a yoga instructor (first author) registered with the Yoga Alliance. No home practice was required. According to the course rules, students were allowed up to 20% absenteeism. At the end of the 14-week period, it was determined that students were absent for an average of 1.5 weeks. There was only one change in the planned yoga protocol. Although it was initially planned to use one breathing technique every two weeks, all breathing techniques were combined based on the students’ feedback and used in the sessions after students learned all the techniques (after the 6th week). Class attendance was encouraged through messages in a WhatsApp group. However, attendance was not included in the scoring.

The sample of the research was planned to consist of first-year students enrolled in the elective course "Yoga" in the Nursing Department of the Faculty of Health Sciences at İzmir Democracy University in Izmir ( N  = 61). Two students did not participate in the study because the topic and objectives did not interest them. Data were collected from a total of 59 nursing students on a voluntary basis. After the yoga course, the last week interviews were conducted with 59 participants who voluntarily agreed to participate in the study. Of the participants (n:59), 40 were female and 19 were male, with ages ranging from 18 to 21. Forty-six participants described their health perception as "good," nine as "very good," and four as "poor." (Appendix 1).

Data collection

Data collection was conducted using a structured interview form alongside a creative activity where participants were asked to draw a picture and write a text representing the concept of doing yoga. Data were collected through structured interviews guided by a pre-developed interview Schedule (see Appendix 1). The structured interview form developed for this study included seven open-ended questions and prompts designed to elicit detailed responses from the participants regarding their experiences with the yoga course. Prior to commencing data collection with the main participant group, the interview schedule was pilot tested with five nursing students who met the inclusion criteria but were not part of the final sample. This pilot testing allowed for refinement of the interview questions and ensured clarity and comprehensiveness.

After obtaining the necessary permissions for the research, the students engaged in the yoga course were comprehensively briefed on the study’s objectives, content, methodology, and the individuals responsible for its execution. The last week of "Yoga" course (14th week), students asked to draw a picture and write a text representing the concept of doing yoga. Each student was given colored A4 papers and, for those who wished to use them, colored pencils in the classroom environment. Before starting to draw, students were asked to write their gender on the back of the paper, but not their name or surname. In addition to the picture they drew, they were asked to write their thoughts about yoga and what they drew regarding the concept of doing yoga on a separate piece of paper or in appropriate spaces on their drawing paper. Besides students filled the interview form. They also filled out a structured interview form to capture their experiences and thoughts about practicing yoga. Participants were given one hour to complete the task. After the data were collected, the drawings and their related descriptions made by the participants were digitized and included in the analysis [ 26 ]. For security purposes, the data were stored in Google Drive™ accessible to authors.

To examine subjective experiences, the techniques of "drawing" and "description" were used together, attempting to integrate the strengths of both methods. Participants were provided with A4 papers in different colors and asked to choose the color that most reminded them of yoga. Starting from the theme of "The meaning of doing yoga for them," participants were asked to draw pictures representing their perceptions and to write descriptions related to their drawings. In a similar approach referred to as "projective technique" in the literature, the drawing is accepted as a tool for reflecting emotions. Projection means expression and is based on the assumption that "an individual's behavior is a reflection of their personality" [ 26 , 27 ].

Data analysis and interpretation process

The data were analyzed using an inductive approach. Inductive analysis involves coding the data to categorize it, identifying relationships between these categories, and reaching a holistic picture based on this. The key point in data analysis in this study was to create categorical labels embedded in the data [ 26 , 27 ]. In this study, a code list was developed, data were coded, categories were created, and data were reported within these categories. Data analysis was conducted by the researchers through coding. For some themes, in-vivo coding, which is included in the qualitative research methodology of grounded theory, was used as an inductive coding process. In vivo coding involves creating a theme tag using the code that comes directly from the data, i.e., the participant's own expressions [ 28 ].

All these processes were carried out in collaboration with two field experts (ÖE, AÇ). Similar codes were grouped together to form a certain number of categories and reported to establish the main idea in the data. Comparing codes and categories with the literature aimed to contribute to the validity of the data analysis. At the end of the data collection phase, a conceptual model related to the topic was developed by the researchers [ 26 ]

The research team acknowledges the importance of reflexivity in qualitative research. The first researcher, who has a PhD degree in public health nursing with 16 years of experience in nursing, is an instructor of yoga courses for undergraduate nursing students. The researcher maintained a critical awareness of their own biases and assumptions that could potentially influence the data analysis throughout the research process. We aimed to minimize bias by employing a systematic thematic analysis approach and by regularly discussing the emerging themes with a second author, who is a specialist on qualitative research and has a qualitative PhD thesis in public health nursing. This cooperation contributed to ensuring the findings’ objectivity and reliability. Regretfully, it was not possible to get direct participant input on the findings because of the anonymous nature of the data collection process. The third researcher, who is a master’s degree student in public health nursing with 3 years of clinical experience in nursing, is an instructor of yoga. Nonetheless, we think that the utilization of rich participant quotes in conjunction with the iterative analytic process guarantees that the results truly reflect the participants’ experiences with the yoga course.

Ethics approval and consent to participate

Before starting data collection, information about the research was provided to the school administration, permission was obtained, and contact was made with the participants. Approval was obtained from the Ethics Committee of Manisa Celal Bayar University (02/12/2019, no:20.478.486). Participation was based on voluntariness and willingness, and students were informed about sensitive points related to the teacher-student relationship (such as participation or non-participation in the research not affecting their performance evaluations, etc.). Written informed consent to participate was obtained from all of the participants in this study.

Research validity and reliability

In qualitative research, the researcher investigating the problem is at the center of the research. The main measurement tool in the research is the researcher themselves. Therefore, the issue of objectivity has always been at the center of methodological debates in social sciences. In qualitative research, the concept of "trustworthiness" is considered instead of validity and reliability [ 27 ]. Various criteria of trustworthiness were considered in the processes of this research.

During the data analysis phase, in the creation of the code list, and in the interpretation of the findings, a comprehensive perspective was attempted to be reflected through a thorough literature review on the subject. All records in the data collection and analysis processes were kept systematically. Quotations were made from all data sources. The frequencies of the drawings and descriptions were determined, and those with high frequencies and those that were strikingly related to the topic were included. The data collection and data analysis processes were reported in detail as far as space limitations allowed, and original quotations from the data were included. Furthermore, in the quotations, descriptions written by the participants in their own handwriting were also used.

The number of participants in the study was 56. This number is considered sufficient for an in-depth exploration of the research topic. Students were instructed to create an illustration and compose a text depicting the concept of practicing yoga. Each student received colored A4 paper, and colored pencils were provided for those who wished to use them within the classroom setting. Prior to beginning their drawings, students were asked to indicate their gender on the back of the paper, ensuring that they did not include their name or surname. Alongside their drawings, students were required to write their reflections on yoga and describe what they had drawn related to the practice of yoga, either on a separate sheet of paper or in suitable spaces on their drawing paper. Additionally, students completed an interview form. Participants were allotted one hour to finish the assignment. This approach allowed for a thorough and comprehensive examination of the participants’ perspectives. To enhance transferability, purposive sampling was employed in the study. In purposive sampling, participants are selected to have specific characteristics relevant to the research topic. This approach ensured that the participants’ perspectives would represent the research topic effectively. To ensure dependability, interview questions, data collection, and analysis were consistently applied throughout the entire research process. In this study, to achieve confirmability, all stages of the research were described openly and transparently, aiming to reduce the impact of researcher bias. All transcripts and notes used in the study were stored for reference.

The reporting process of the study adhered to the COREQ (CONsolidated criteria for Reporting Qualitative research) guidelines, as outlined by Tong et al. (2007) [ 29 ]. The study follows CLARIFY 2021 guidelines for reporting yoga research [ 30 ].

Participants expressed their experiences and thoughts about practicing yoga by drawing and cutting shapes on A4-sized papers of different colors. It was determined that they used nature figures (sun, cloud, tree, sky, flower) (f = 75), figures of people practicing yoga (f = 12), and other figures such as sound, light, and others (bird sound, wave sound, candle, light bulb, traffic light, heart, eye, key, peace, swing, India, circle, etc.) (f = 29). Participants mostly chose blue-green-yellow colors ( n  = 41).

A code list was created from the responses of students to questions about the concept of "practicing yoga" through qualitative question analysis (number of codes = 98). After analyzing the data, four categories were reached. The categories describing the concept of practicing yoga were distributed as follows in terms of symbols and frequency numbers: "symbol of health and tranquility (f = 345)", "the way to place goodness in your heart (f = 110)", "the most effective way to meet oneself (f = 93)", and "no guarantee of relaxation (f = 71)" (Fig. 1 ).

Concepts and codes identified in the qualitative analysis of nursing students' perception of the phenomenon of "practicing yoga"

Category 1. Symbol of health and serenity (f = 345)

The subcategories that received the most references from nursing students in explaining the phenomenon of practicing yoga under this category are "Serenity and Peace (f = 169)", "Comfort (f = 120)", "Health, Well-being, Happiness, and Energy (f = 56)". Below is the picture and description of the participant related to the subcategory "Symbol of Health and Serenity" (Fig. 2 ): "The reason for choosing the shape of a cloud and the color blue is that it brings me peace, reminds me to take deep breaths and be grateful. It reminds me that there are beautiful things in life and that I need to enjoy life." Additionally, "when you start doing yoga, your thoughts change, you feel rested, and your heart fills with peace." Participant 7, Female.

Cloud figure (blue) -participant 7

Participant 22 wrote the following in the interpretation of the figure they drew (Fig. 3 ): "The color blue always makes me feel happy and peaceful. I chose this color because yoga makes me feel peaceful and happy. For example, when I feel restless and unhappy, going to the beach, seeing the sea, seeing blue calms me down. Also, when I think of yoga, I imagine an endless deep blue sea. A sea with birds flying over it and a deep blue sky. A painting with sunny weather" Participant 22.

Interpretation by participant 22 (blue)

Participant 35's drawn figure is a butterfly, and their description is as follows (Fig. 4 ): “When I think of yoga, I think of a butterfly. Because when I do yoga, I feel as free and light as a butterfly. I imagine my wings taking me wherever I want inside. The green color relaxes me and makes me happy. The wings of the butterfly in my soul's greenery take me to purity…”.

Butterfly figure (green) -participant 35

Participant 9, in the chosen color and the comment on their drawing, expressed the following regarding the sub-category "Symbol of Health and Serenity" (Fig. 5 ): "I chose this color for its energy. Since energy is important in yoga, I chose orange. I chose this shape because I believe yoga is best done in a natural environment. Yoga reminds me of serenity, the feeling of being in emptiness, and relaxation (Fig. 5 )."

Tree figure and comment (orange) -participant 9

Participant 19, in the chosen figure and the comment on their drawing, stated the following (Fig. 6 ): "Because yoga reminds me of mental and physical health. In my opinion, health is manifested in the combination of blue and green colors. That is, balance in nature is something that exists in the soul and body." Participant 19 depicted a ladder figure in combination with blue and green, defining yoga as "soul and body therapy" (Fig. 6 ).

The place where the moon meets the sun (turquoise)-participant 19

Category 2. The way to place goodness in your heart (f = 110)

The meaning of the phenomenon of doing yoga by participant 11, an 18-year-old female nursing student, was labeled as "being aware of placing goodness in heart" as the category tag. This category, referred to 110 times by the participants, includes the subcategories of "Purification (f = 65)" and "Being a virtuous person (f = 45)". Participants mentioned virtues such as "patience, tolerance, love for all creatures, flexibility, equality, non-prejudice, peace, optimism, freedom" contributing to the concept.

Participant 51, an 18-year-old male who described his health as poor, used the light bulb figure to express "happiness, peace, security" and commented, "It causes positive effects on people" (Fig. 7 ). Participant 51 expressed the following regarding the subcategory " The way to place goodness in your heart" in the figure and comment (Fig. 7 ): "The light bulb illuminating the environment is connected to yoga. Yoga enlightens a person's mind."

Light bulb (yellow) -participant 51

Participant 39, a 19-year-old male, mentioned that practicing yoga leads to "thinking more compassionately." Participant 21, a female, stated, "Yoga is something that requires patience."

Here is the drawn peace figure and comment by participant 46, related to this category (Fig. 8 ). This participant said, "I chose pink because it opens up and gives peace. Of course, there is also light pink, not just dark pinks. I chose this sign because where there is yoga, there is love for all living beings, and where there is love, peace is inevitable."

Peace figure (pink) -participant 46

Category 3. The most effective way to meet yourself (f = 93)

For nursing students, practicing yoga means creating "awareness" and is the most effective way to meet oneself (f = 93). Participant 43, a 19-year-old female with a poor health perception, described feeling "calmer, more aware, and internally peaceful" when practicing yoga, as shown in Fig. 9 . Under the category of "the most effective way to meet oneself," Participant 43's figure and comment about yoga are as follows (Fig. 9 ): "…I chose this color because it gives me peace. The other colors make me restless, but this color makes me feel like I can breathe. Yellow is like an endless void to me. A color that makes me experience everything with all its reality. It's like a sky where you can escape from the chaos of the world and get lost in it…".

The world and heart (yellow) -participant 43

Participant 8 chose a cloud figure, describing yoga as "like rising above the clouds" and wrote the following about yoga practice: "Finding oneself in life, being at peace with oneself… [someone who starts practicing yoga] starts to know themselves, their love for life increases." Participant 8, Female.

Participant 33, a female who chose yellow for its calmness and non-straining quality, described the effect of yoga as "self-discovery" and wrote the following (Fig. 10 ): "You awaken your sleeping mind and body, and find the 'self' within you." Participant 33, Female.

Flower and human (yellow)- participant 33

The statement from participant 48 is as follows (Fig. 11 ): "In this image, what I want to convey is; the individual who practices yoga finds themselves, reaches their essence, and becomes aware of their own existence after a long and perhaps short journey. I chose the color orange because it reminds me that energy exists, is alive, and can be transmitted at any moment. For me, yoga is an indicator of energy. After yoga, the body revives and rejuvenates."

The road (orange)- participant 48

Category 4. No guarantee of relaxation (f = 71)

Among the nursing students ( n  = 59), 16 (27.1%) indicated that they do not recommend yoga. The subcategories of this category include "difficulty in relaxing during meditation/emptying the mind (f = 23)", physical complaints (f = 21)", "difficulty in focusing (f = 18)", and "negative perceptions (f = 9)". Participants used expressions such as "headache, neck pain, back pain, dizziness, exhausting, feeling bad, difficult, fear, nervousness, inability to relax, disbelief" in relation to this category. A 19-year-old male participant, participant 41, stated about yoga, "I cannot meditate, I do not feel comfortable." Participant 44, a 19-year-old female participant who rated her health as poor, stated during yoga, "I cannot fully control my breathing and do meditation, I cannot empty my mind, so I cannot achieve complete peace."

Yoga, often conceptualized in the Western world as a physical practice [ 31 ], is considered a practice that can calm the mind and access a higher state of consciousness where individual and universal consciousness merge, using the body [ 32 ], in yoga traditions, the physical, mental, and spiritual dimensions of the individual are intricately connected [ 1 ]. When we relate the benefits of yoga to traditional yoga theories and systems, it can be interesting to explore its connection with the chakra system and colors. The main focus of yoga can be to regulate the functioning of chakras while awakening the associated energies [ 33 , 34 ]. It was thought that the free association of the students' drawings and descriptions could provide guidance in determining their experiences related to the concept of yoga. In this study, where the experiences of nursing students who took the elective yoga course were evaluated with a qualitative approach, participants mostly chose blue, green, and yellow-colored papers, symbolizing nature. When viewed from the perspective of the chakra-yoga system explained in the yoga course, it was thought that the participants might have resonated with certain energy centers or chakras. Blue, green, and yellow colors are respectively associated with the throat chakra, heart chakra, and solar plexus chakra [ 35 ]. The throat chakra is associated with communication, speech power, intellectual development, creativity, and expression [ 36 ]. Participants 7 and 22, who currently perceive their health as good, and participant 19, who chose blue and turquoise colors, may reflect a desire for in-depth communication and original expression, or a need for improvement in these areas. During yoga practice, especially breathing exercises and poses focusing on the throat region can be worked on this chakra, thus enhancing students' capacity for clearer communication and expressing inner truths [ 37 , 38 ].

The philosophy of yoga emphasizes the importance of harmony and unity with nature, which is why many yoga asanas (poses) are named after elements from nature, such as the tree pose, which symbolizes the stability and balance of a tree through its strong roots and upward-reaching branches [ 39 ]. In this study, visuals related to yoga such as the sun, clouds, trees, sky, and flowers were found. Participant 9 recalling and drawing a tree figure during yoga experiences indicates their awareness of this symbolic relationship. Research has shown that spending time in nature has positive effects on people's mood and mental health [ 40 , 41 ]; similarly, many yoga philosophies emphasize the importance of being in harmony with nature [ 42 ]. Therefore, a student's preference for a natural environment while practicing yoga and associating this practice with a tree in nature is thought to reflect both the healing power of nature and the relationship of yoga poses with elements in nature. This symbiotic relationship reminds us of how interconnected humans are with nature and how yoga practice can strengthen this connection. This aspect of yoga can also encourage individuals to strengthen their relationship with nature and adopt a more respectful attitude towards the environment. This can be seen as a reflection of the principle of 'ahimsa' or non-harming, which is one of the foundational principles of yoga philosophy [ 43 ].

Deep breathing practices are fundamental components of yoga and meditation. Consciously controlling breathing can activate the parasympathetic nervous system and trigger the relaxation response [ 44 , 45 ]. Additionally, breath awareness is part of mindfulness practice and brings the individual into the present moment. Feeling gratitude helps a person recognize the positive aspects of their life and develop a more positive life perspective [ 46 ]. Gratitude practice can improve mental health and allow for greater enjoyment of life [ 47 ]. Participant 7's choice of a cloud shape and blue color is explained by the feeling of tranquility it brings, reminding them to take deep breaths and be thankful, and to remember that there are beautiful things in life that they should enjoy. Participant 7's statement confirms this. The shape of a cloud and the choice of the color blue directing them to take deep breaths, be thankful, remember that there are beautiful things in life, and enjoy life, can contribute to the participant's spirituality [ 48 ]. Such an approach can be balancing both mentally and emotionally, especially for students under academic pressure [ 49 ].

Yoga, meditation, and breathwork (pranayama) practices can be effective in creating a deep sense of peace by bringing individuals to the present moment and calming their inner dialogue [ 50 , 51 ]. Participant 22's statement, " The color blue always makes me feel happy and peaceful. I chose this color because yoga makes me feel peaceful and happy. For example, when I feel restless and unhappy, going to the beach, seeing the sea, and seeing blue calms me down ," also indicates the participant's association of yoga practice with feelings of peace and happiness, demonstrating the potential of yoga experience to provide inner tranquility and balance. Furthermore, the participant's desire to go to the beach and see the sea may refer to the healing and calming effect of nature [ 52 ]. Participant 19 states, " Yoga reminds me of spiritual and physical health. For me, health lives in the colors blue and green, meaning it is something in nature and in the spirit of nature ," and Participant 35 says, " When I think of yoga, I think of a butterfly because when I do yoga, I feel as light as a butterfly. I think my wings take me wherever I want inside me. The color green relaxes me, makes me happy, and the green inside me takes me to purity. " These statements may be associated with the heart chakra represented by the color green. This chakra is considered the center of love, compassion, and connection [ 36 ], and therefore, the association of green with this chakra may symbolize the participant's feelings of relaxation and happiness during yoga practice [ 48 ]. The phrase " the green inside me takes me to purity " in Participant 35's statement indicates that green represents purity and healing in the heart chakra, and the opening of this chakra allows the person to feel more peaceful and purer [ 53 ]. In this context, Participant 35's positive feelings toward green and the sense of relaxation may be a result of balancing and opening the heart chakra, contributing to their emotional experiences such as lightness and tranquility in yoga practices [ 54 ].

Participant 51, despite describing their health as poor, mentioning positive effects such as " Happiness, peace, trust " through the figure of a light bulb during yoga practices, can be explained by the illuminating effect of yoga on the mind. Just as a light bulb illuminates its surroundings, yoga enlightens the individual's mental and spiritual state, capable of transforming negative thoughts and emotions into positive ones. This contributes to achieving a general state of well-being and a positive mood by providing both physical and mental relaxation [ 55 ]. Participant 39 mentioned the effect of " thinking more humanely " while practicing yoga. Participant 21 commented that " yoga requires patience ." Participant 46 chose pink because " It opens up and gives peace within me, where there is yoga, there is love for all living beings, and where there is love, peace is inevitable. " Yoga can facilitates a tranquil mental state, reducing stress and tension, thereby promoting harmonious relationships and fostering peace within individuals and their social interactions. Central to yoga philosophy are humanism and the pursuit of a peaceful life [ 56 ] qualities reflected in participants' experiences, affirming yoga's role in cultivating positive personal and societal outcomes.

In the chakra system, colors and their associated energy centers are believed to promote balance and harmony in our daily lives and physical well-being [ 33 ]. Students' selection of these colors related to chakras may reflect their own energy balances and personal development needs, often unconsciously. Yoga practice can equips individuals with tools to enhance the harmony and integrity of these energy centers [ 57 ]. Participant 43, with a negative perception of health, reported becoming " A calmer person, awareness increases, and inner peace occurs; I chose this color (yellow) because it gives me peace. While other colors make me uneasy, when I look at this color, it feels like it gives me breath, and it continues to an endless void. Yellow, for me, is like escaping from the chaos of the world and getting lost in an endless sky ." Participants finding the color yellow soothing and describing it as providing a sense of freedom and freshness like an endless sky can be associated with the solar plexus chakra, typically represented by the color yellow [ 35 ]. This chakra is linked to self-confidence, willpower, and self-realization. [ 58 ]. Participant 33 described the experince of yoga with a flower and human figure as " Self-discovery ," stating, " you awaken your sleeping mind and body and find the 'self' within ." Participant 8 drawn a cloud figure, describing yoga as " like rising above the clouds," saying, "finding yourself in life, being at peace with yourself… [someone who starts practicing yoga] begins to know themselves, their love for life increases ."These statements and figures reinforce the basic themes of "self-discovery" and "being at peace with oneself" in yoga practice [ 59 ], indicating an important relationship between one's yoga practice, personal growth, and quest for inner peace [ 60 ]. Participant 48 believes that " After a long and perhaps short journey of practicing yoga, individuals find themselves, reach their essence, and become aware of their existence. I chose this color (orange) because it reminds me that energy exists, is alive, and can be transmitted at any moment. For me, yoga is a sign of energy; after yoga, the body revitalizes and refreshes. " The choice of orange suggests a strong relationship between yoga practice and energy, as this color, can be associated with the Sacral chakra, symbolizes vitality, creativity, and emotional balance [ 36 ].

In this study, there seem to be mixed views among some participants regarding yoga practice. While yoga and meditation are generally recommended as tools for reducing stress and enhancing personal well-being [ 24 , 61 , 62 ], some students (participants 41–44) have reported not finding this practice beneficial. For example, some participants have advised against practicing yoga due to physical discomfort (head, neck, and back pain, dizziness), inability to empty the mind during meditation, difficulty in focusing, and negative perceptions. The comments of participants 41 and 44 are thought to indicate their individual experiences regarding their inability to meditate and the discomfort they feel during yoga practice. Yoga and meditation practices can create different experiences in each individual; while they can be relaxing and healing for some, they can be challenging and discomforting for others [ 63 ]. This suggests that yoga and meditation can not universal solutions but practices that should be compatible with an individual's personal preferences, experiences, and health conditions [ 26 ].

Participants' health conditions can influence their experiences during yoga practice. Participants who feel unwell or have a specific health problem may find the practice challenging. This underscores the importance for educators and health professionals to provide stress management and relaxation techniques tailored to individual needs [ 64 ].

Limitations

The qualitative data collected in this study regarding the phenomenon of yoga is in Turkish. However, selecting an international journal for publication and translating the text into English may have limited the full conveyance of the figures and participants' expressions to the readers due to the unique cultural characteristics of the language. The concepts of yoga and chakras, meditation, and similar topics, which were theoretically as well as practically conveyed to the participants during the 14-week course content, may have influenced the participants' views on the phenomenon of yoga. The use of a qualitative design tradition in the research both limited the generalizability of the findings and contributed to the originality of the study.

This study has identified four themes that explain the phenomenon of practicing yoga. These are respectively; "symbol of health and tranquility", "way to place goodness in the heart", "most effective way to meet the self", and "no guarantee of relaxation" themes. The findings will contribute to a more comprehensive understanding of student experiences and ultimately understand their positive and negative experiences. By delving into the student perspective, this research aims to provide valuable insights for educators and healthcare professionals. Most of the research on the phenomenon of practicing yoga is conducted abroad, and it is a less studied area in Turkey. Although yoga, which is becoming increasingly popular in our country, is known to be a practice that makes a person feel good; research on how individuals feel about practicing yoga and how they think about it is specific to the subject. Participants associated practicing yoga with symbols and colors found in nature, emphasizing the importance of its effects on the body, mind, and spirituality. In addition, findings regarding the experiences of individuals practicing yoga, a practice that is also becoming increasingly popular in Turkey, have been obtained. Although it is seen that qualitative approaches such as in-depth interviews and content analysis are used in almost all of the qualitative studies on the subject [ 48 , 65 , 66 ], no study has been found that examines individuals' perceptions by drawing pictures and interpreting them. In this respect, the current research's unique research method can contribute to the literature.

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The authors extend their sincere gratitude to the nursing students who willingly took part in this study. Their participation is greatly valued and appreciated.

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Department of Public Health Nursing, Faculty of Health Sciences, Izmir Democracy University, Izmir, Turkey

Özüm Erki̇n

Department of Public Health Nursing, Faculty of Health Sciences, Manisa Celal Bayar University, Manisa, Turkey

Aynur Çeti̇nkaya

Begüm Güler

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ÖE and AÇ contributed to study design. AÇ contributed to analyze data. ÖE, AÇ and BG write the manuscript. All authors read and approved the final manuscript.

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Correspondence to Begüm Güler .

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Ethical approval for the study was obtained from Manisa Celal Bayar University Non-invasive Clinical Research Ethics Committee (Decision no:20.478.486, Date:02/13/2019). We adhered to the principles of the Declaration of Helsinki and relevant guidelines. Written informed consent was obtained from all participants in this study. Participants were ensured to provide their consent voluntarily and without coercion. Written informed consent to participate was obtained from all of the participants in this study. Before the research, the purpose of the study was explained to the students and that they could leave the study at any time. At the beginning of the study, it was informed that participation in the study was voluntary and that no grade would be given. The evaluation of this course consisted of 10 open-ended questions as part of the year-end assessment. Students were asked to name 10 yoga poses they knew, describe the posture, explain the benefits, indicate the indications and contraindications, and identify the associated chakras. The grade distribution of the students was as follows: AA (n:31), BA (n:16), BB (n:6), CB (n:6).  Necessary precautions were taken to protect the confidentiality of the data, the identity information of the participants was not included in the data collection tools and all personal details in the data collection forms were kept confidential. The identifying images or other personal details of participants are presented in a way that does not compromise anonymity.

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Erki̇n, Ö., Çeti̇nkaya, A. & Güler, B. The phenomenon of yoga in the imagination of Turkish nursing students: "The way to place goodness in the heart". BMC Nurs 23 , 655 (2024). https://doi.org/10.1186/s12912-024-02288-y

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Received : 28 June 2024

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DOI : https://doi.org/10.1186/s12912-024-02288-y

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