An introduction to educational research methods. Введение в образовательные исследовательские методы Білім беру-зерттеу әдістеріне кіріспе



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Figure 2.3 

Literature summary template

Source: Atkinson, M., Springate, I., Johnson, F. and Halsey, K. (2007) Inter-school 

Collaboration: A Literature Review. Slough: NFER.

Critical reading

When you read papers and books use active reading techniques. Use the note taking 

guidelines in Table 3.3 and add your references to your Zotero. This will be a big help when 

you come to write up your work or if you have to come back to the literature after a 

break from the research project. While you read each paper, ask the following questions.

Table 2.3 

Organizing note-taking

SCHOOL-BASED RESEARCH

52

more familiar with specialist vocabulary, academic language and reading about theo-



ries and ideas.

Nonetheless, even if you have followed the advice given in the previous section, it is 

likely that you will still have a large number of articles to read, so it would be a good idea 

to have a systematic strategy for reading these.

1  Sorting papers into categories – sort the articles into piles that are all related to each 

strand of your research or sub-question. Alternatively, you might want to rank them 

in order of importance, or even rank each pile.

2  Note-taking – create a table before you start to read the papers, so that you can 

write down notes as you read. Figure 3.3 gives an example of such a template and 

is the structure used by Atkinson in the literature review referred to earlier in this 

chapter. It is worthwhile spending time before you start creating a relevant straight-

forward table for you to use as you read so that you can go back to these notes at a 

later time. Make a note of pertinent quotations or extracts as you read, in case you 

want to use these later. Your literature review ought to be an expression of your own 

thinking, not a patchwork of borrowed ideas. Therefore it is good idea to plan 

therefore to invest your research time in understanding your sources and integrat-

ing them into your own thinking. Your note cards or note sheets will record only 

ideas that are relevant to your focus on the topic; and they will mostly summarize 

rather than quote. Find your own words for notes on sticky labels. Don’t ever write 

in the book itself. 

Title:

Date:


Author(s):

REVIEW OF SOURCE

Purpose/focus of literature

Type of collaboration, e.g. no. of schools, etc.

Description of collaboration and its operation/processes

Aims/purpose/intended outcomes (why collaborate)

Conditions/factors which drive collaboration

Conditions/factors which facilitate collaboration (during)

Recommendations/key factors for best practice

Conditions/factors which inhibit collaboration

Challenges/concerns

Role of LA/government/other organizations in supporting collaboration

Evidence of gains/benefits arising from collaboration

DESCRIPTION OF SOURCE

Sector

Country/area



Participants

Method(s)

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REVIEWING THE LITERATURE AND WRITING A LITERATURE REVIEW 

53

Critical reading



When you read papers and books use active reading techniques. Use the note taking 

guidelines in Table 3.3 and add your references to your Zotero. This will be a big help 

when you come to write up your work or if you have to come back to the literature 

after a break from the research project. While you read each paper, ask the following 

questions.

Table 3.3  Organizing note-taking

Citation 

RQ 


Key 

findings 

Design and 

methods 


Sample 

Extracts or 

quotes 

Comments  Rank 1–5 



E.g. Author, 

date, title, 

journal, volume, 

issue, pages

Related to 

your 


research 

question


Related to 

your 


research 

question


What kind of 

research? How 

was it done?

Who was 


involved? 

How many?

Page numbers Anything 

else of note

= very important 



= interesting but 

not important

Purpose of the work

 

• What is the author’s purpose in writing the paper?



 

• Does this fit in with the area you are interested in? If not, then omit this from your 

review.

 

• What is the problem or issue and is this clearly defined?



 

• Is the significance of the work clearly established?

 

• Could the problem have been approached more effectively from another perspective?



When data collected and duration

Source/document type

Key references

REVIEWER’S COMMENTS

Is the reported analysis adequate and correct?

Are the author’s interpretations supported by the evidence?

Are there any biases/caveats raised or to be aware of?

Is there a corroboration or triangulation of sources?

Relevance to review (high, medium or low)

Date of review

Figure 3.3  Literature summary template

Source: Atkinson, M., Springate, I., Johnson, F. and Halsey, K. (2007) Inter-school Collaboration: A Literature Review

Slough: NFER.

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8/31/2012   5:40:36 PM

REVIEWING THE LITERATURE AND WRITING A LITERATURE REVIEW 

53

Critical reading



When you read papers and books use active reading techniques. Use the note taking 

guidelines in Table 3.3 and add your references to your Zotero. This will be a big help 

when you come to write up your work or if you have to come back to the literature 

after a break from the research project. While you read each paper, ask the following 

questions.

Table 3.3  Organizing note-taking

Citation 

RQ 


Key 

findings 

Design and 

methods 


Sample 

Extracts or 

quotes 

Comments  Rank 1–5 



E.g. Author, 

date, title, 

journal, volume, 

issue, pages

Related to 

your 


research 

question


Related to 

your 


research 

question


What kind of 

research? How 

was it done?

Who was 


involved? 

How many?

Page numbers Anything 

else of note

= very important 



= interesting but 

not important

Purpose of the work

 

• What is the author’s purpose in writing the paper?



 

• Does this fit in with the area you are interested in? If not, then omit this from your 

review.

 

• What is the problem or issue and is this clearly defined?



 

• Is the significance of the work clearly established?

 

• Could the problem have been approached more effectively from another perspective?



When data collected and duration

Source/document type

Key references

REVIEWER’S COMMENTS

Is the reported analysis adequate and correct?

Are the author’s interpretations supported by the evidence?

Are there any biases/caveats raised or to be aware of?

Is there a corroboration or triangulation of sources?

Relevance to review (high, medium or low)

Date of review

Figure 3.3  Literature summary template

Source: Atkinson, M., Springate, I., Johnson, F. and Halsey, K. (2007) Inter-school Collaboration: A Literature Review

Slough: NFER.

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Reviewing The Literature And Writing A Literature Review

75

Purpose of the work

What is the author’s purpose in writing the paper?

Does this fit in with the area you are interested in? If not, then omit this from your review.

What is the problem or issue and is this clearly defined?

Is the significance of the work clearly established?

Could the problem have been approached more effectively from another perspective?

Structure of the work

Examine the structure of the paper. How does the author structure the argument?

•  Identify the main claims the author makes in putting forward their argument.

•  Deconstruct the flow of the argument to see whether or where it breaks down 

logically;

•  see


Box 2.3 which uses Fisher’s analysis of an argument.

Box 2.3

Extracts from the discussion section from: Pedder, D. (2006) ‘Are small classes 

better? Understanding relationships between class size, classroom processes 

and pupils’ learning’, Oxford Review of Education, 32 (2): 213–234.

The text has been annotated with conclusions underlined, (reasons in brackets) 

and inference indicators in italics.

The secondary school study (Pedder, 2001) developed no evidence of simple 

one-way relationships between class size and optimum conditions for all kinds 

of teaching and learning. This is a key finding. (Different teachers recognised 

increased opportunities for promoting and supporting learning in large as 

well as in small classes; they also recognised constraints in small as well as in 

large classes). Politicians therefore need to be receptive to the possibility that 

benefits to pupils’ learning arise in large as well as in small classes and thus 

need to promote frameworks within which schools can adopt more flexible 

approaches to allocating pupils to learning groups of different size for different 

teaching and learning purposes.



Reviewing The Literature And Writing A Literature Review

76

Challenging the claims made by the author

Adopt a sceptical stance towards the authors’ claims, checking whether they support

convincingly what they assert.

•  Does the author have sufficient backing for the generalizations they make in a

•  research study?

•  How robust are the basic components of the study design (e.g. sample size, 

intervention

•  and outcome)?

•  How accurate and valid are the measurements?

•  Is the analysis of the data accurate and relevant to the research question?

•  Are the conclusions validly based upon the data and analysis?



Check for biases

Consider whether and how any values guiding the authors’ work may affect what they 

claim. Distinguish between respecting the authors as people and being sceptical about 

what they write. Keep an open mind, retaining a conditional willingness to be convinced.

•  Has the author evaluated the literature relevant to the problem or issue?

•  Does the author include literature taking positions she or he does not agree with?



Check for relevance

Check that everything the authors have written is relevant to their purpose in writing the 

account and the argument they develop.

•  In material written for a popular readership, does the author use appeals to emotion, 

one-sided examples, or rhetorically charged language and tone?

•  Is there an objective basis to the reasoning, or is the author merely ‘proving’ what he or 

she already believes?

Writing a literature review

Having completed your search and synthesized your ideas the final outcome of the 

process will take the form of a written literature review. The purpose of the review is 

to inform your audience of what is happening in the area. It will also establish you as a 

credible, well-informed and capable researcher. Additionally, if well constructed, it will help 

provide a context for your own approach, argue for the relevance and significance of your 

research question, and justify the appropriateness of your approach.

 

A good literature review is not just a summary of everything you have read 



but rather is a well reasoned purposeful argument which supports your research focus. 

Therefore, you need to be analytical of the key ideas and then synthesize these into a 

coherent section of your essay or thesis. In other words you not only need to know 

what research has been done in the area but you will also need to demonstrate that you 



Reviewing The Literature And Writing A Literature Review

77

understand how all the ideas relate to another. For example: political journalists don’t 



simply write down everything that is said in Parliament, they analyse how one statement 

relates to another; they remember what was said last month and note whether it is 

consistent with this; they look for the vested interest that might be held by those making 

the judgements.

 

When you synthesize, you bring things together, relating one to the other to form



something new. So writing a good review requires that you:

•  read a few good reviews

•  write critical annotations

•  develop a structure

•  write purposefully

•  use the literature to back up your arguments

•  review and write throughout the research process

•  get feedback

•  are prepared to redraft.

There are nine errors in synthesizing ideas in a literature review which were identified

by Dunkin (1996) that ought to be avoided.

 

The first two are what Dunkin describes as primary errors of finding and using 



literature yourself. First, not including all the important work in the area of study will 

diminish the relevance of your study. This might occur because you have not done 

sufficient reading or perhaps that you have not set appropriate search boundaries. The 

second error takes place if you assume that all sources are of equal quality or importance. 

For example, this might happen if you try to use a reference from an unofficial report to

argue against the empirical evidence presented in an international peer- reviewed paper.

 

Dunkin classifies errors three to seven as secondary errors which are caused 



when you use literature in an uncritical way. Error three occurs if you present inaccurate 

information about sampling, methods, design procedures and contexts of the studies 

written about in the sources you use. Error four happens if you double count references 

by the original author; for example, if you list different reports from the same project as 

providing additional confirmation of the same finding. Error five occurs if the author of the

original report has not represented their findings fully in their statements of conclusions.

The error is compounded if you accept the statements uncritically and actually continue

the original authors’ misrepresentation of data. Error six consists of claiming that studies

yield findings or reach conclusions that they do not. Error seven is a question of ethics

and is about suppressing contrary findings. Original reports sometimes contain findings

that are actually contradictory to the generalizations which you claim to support.

 

The final two errors occur when primary and secondary errors are included in 



generalizations made in your final review. These are, error eight, consequential errors 

where generalizations are made based on flawed errors made earlier in the review, and 

finally, error nine, when you don’t marshal all the evidence relevant to a generalization. 

These last errors occur in the process of formulating the final conclusion and are a result 

of a lack of criticality earlier in the review process. This is why it is vital that you read 

sources very carefully and work closely with your supervisor from an early stage of the 

research project.


Reviewing The Literature And Writing A Literature Review

78

Table 2.4 

Common errors in writing a literature review

In summary the purpose of the review is to critically analyse a segment of a published 

body of knowledge through summary, classification, and comparison of prior research 

studies, reviews of literature, and theoretical articles. See Chapter 13 for more guidance on 

what to include in your literature review.

REVIEWING THE LITERATURE AND WRITING A LITERATURE REVIEW 

57

Table 3.4  Common errors in writing a literature review 



Primary errors

These are errors made by an author when writing a review

1  Not including seminal work or failing to define the scope of the review appropriately

2  Lack of discrimination; not all the research cited is of equal validity or quality

Secondary errors

These are errors made when the author uses literature in an uncritical way

3  Presenting inaccurate information about sampling, methods, design procedures and contexts of study

4  Double counting of references by original author

5  Non-recognition of faulty conclusions by original author

6  Unwarranted attributions, the original author making claims not justified by the data

7  Suppression of contrary findings

Tertiary errors

These areas are when primary and secondary errors are included in generalizations made in the final review written by 

the author

8  Consequential errors. Flawed generalizations as a consequence of earlier lack of criticality

9  Failure to marshal all evidence relevant to a generalization

In summary the purpose of the review is to critically analyse a segment of a published 

body of knowledge through summary, classification, and comparison of prior research 

studies, reviews of literature, and theoretical articles. See Chapter 13 for more guidance 

on what to include in your literature review. 

Key ideas

Setting your own research in the context of other literature on the same or similar 

subject adds credibility to your work. It broadens your awareness of other research 

in the area and provides background information and data that corroborate what 

you’ve found. It also ensures that you are not duplicating research that has already 

been  done  by  someone  else.  Searching  the  literature  may  also  challenge  your 

assumptions – you may find that the literature contradicts commonly held points 

of view or says exactly the opposite to what you were hoping to find. Sometimes, 

researchers decide to revise their original line of enquiry to take account of new 

information that has been found during the literature search.

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Key ideas

Setting your own research in the context of other literature on the same or 

similar subject adds credibility to your work. It broadens your awareness of 

other research in the area and provides background information and data that 

corroborate what you’ve found. It also ensures that you are not duplicating 

research that has already been done by someone else. Searching the literature 

may  also  challenge  your  assumptions  –  you  may  find  that  the  literature 

contradicts commonly held points of view or says exactly the opposite to what 

you were hoping to find. Sometimes, researchers decide to revise their original 

line of enquiry to take account of new information that has been found during 

the literature search.


Reviewing The Literature And Writing A Literature Review

79

FURTHER READING

Harlen, W. and Schlapp, U. (1998) Literature reviews, Scottish Council for Research in

Education. dspace.gla.ac.uk/bitstream/1905/214/1/107.pdf (retrieved January 2012).

Hart, C. (1998) Doing a Literature Review. London: Sage.

Jesson, J., Matheson, L. and Lacey, F. (2012) Doing your Literature Review: Traditional

and Systematic Techniques. London: Sage.

Ridley, D. (2012) The Literature. Review. A Step-by-Step Guide for Students (2nd edn)

London: Sage.

Reflective questions

•  Has your literature search brought up the same names and are you finding 

the same sources in more than one database? Then you have either done 

sufficient

•  reading or you might have used very narrow search terms? Ask you tutor for 

advice.


•  Are you adopting a ‘Jeremy Paxman’ critical approach to the papers you are 

reading?


•  Are you being disciplined in storing references in a literature management

•  system?

•  Have you avoided the errors pointed out by Dunkin in constructing your 

review?


Reviewing The Literature And Writing A Literature Review

80


Reviewing The Literature And Writing A Literature Review

81

АНАЛИЗ ЛИТЕРАТУРЫ И НАПИСАНИЕ 



ЛИТЕРАТУРНОГО ОБЗОРА 

ГЛАВА 2


Обзор главы 

Обзор литературы должен соответствовать трем критериям: во-первых, 

представлять результаты схожих исследований; во-вторых, соотносить ваше 

исследование с ведущимся в литературе диалогом; и, в-третьих, устанавливать 

рамки для сравнения результатов исследования с другими исследованиями

Для этого необходимо: определить подходящие критерии поиска; найти 

подходящую литературу; прочесть и проверить релевантность литературы; 

систематизировать выбранную вами литературу; и, наконец, написать 

литературный обзор.  Начнем с рассмотрения цели анализа литературы и 

написания литературного обзора. 



Reviewing The Literature And Writing A Literature Review

82

Какова цель обзора литературы?

Работа с литературой является неотъемлемым этапом процесса исследования. В 

течение всего процесса исследования литература используется по разным причинам, 

а именно: 

• сужение области интереса

• определение задач

• приведение обоснования

• теоретическая информация для вашего исследования 

• разработка подходящего проекта или составление официального обзора 

литературы 

На каждом этапе процесса исследования важно критически относиться к 

опубликованным исследованиям. Если сделать это тщательно, то этот процесс 

поможет вам выработать новые идеи и направить задачи исследования, оставаясь 

также неотъемлемой частью планирования вашего научного проекта. Другими 

словами, фактический процесс составления обзора является важным начальным 

этапом для проведения хорошего исследования, и результат данного процесса в 

форме составленного литературного обзора продемонстрирует ваш тщательный 

выбор области исследования. 

 

Поэтому обзор литературы необходимо проводить по трем причинам. 



Во-первых, этот процесс позволит вам узнать, что уже известно в вашей области 

изысканий, чтобы определить основные идеи в этой области и ключевых 

исследователей в этой области. Так что это означает ознакомление с основными 

исследованиями в данной предметной области наряду с выработкой понимания 

значимости их работ. Узнавая, кто и где занимается данной проблемой, вы сможете 

оценить значимость литературы, найденной в ходе поиска. По мере ознакомления с 

определенными областями знаний и терминами, станет ясно, откуда возникли идеи и 

как они развивались. 

 

Во-вторых, в процессе поиска существующей литературы вы также осознаете 



установите взаимосвязи между рассматриваемой областью и другими предметными 

областями. Узнавая больше по конкретной теме, вы сможете обозначить, определить 

другие новые области, объекты для исследования, что увеличит ваше знание по этой 

теме. 


 

В-третьих, по мере ознакомления с работой и методами других 

исследователей в той же области вы также начнете понимать, как каждый 

исследователь изучал свою тему. Соответственно, идеи и работа других также может 

помочь вам определить рамки собственной работы, включая возможные методики, 

методы сбора информации, ключевые концепции и структурирование исследования в 

виде традиционной академической диссертации. 

 

Анализ литературы по предмету может позволить вам получить новый 



академический опыт, но только при условии, что все сделано правильно. 

Reviewing The Literature And Writing A Literature Review

83



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