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How to Write a Literature Review on Protolyst

11 min read

A literature review brings together and critically evaluates existing knowledge on a specific topic, so writing a literature review is an intensive and demanding task. There’s a lot of literature to explore and consolidate often involving revisiting and re-reading papers to ensure a comprehensive understanding. Here we’ll go through step by step how to write a literature review on Protolyst, showing you how using Atoms and Tables can help you organise your information and ideas to cover in your review, and how you can use those Atoms to start writing complete with references.

How Protolyst can Streamline your Literature Review #

There are 3 ways that using Protolyst can streamline your literature review:

  1. Automatic citations when you upload papers into your workspace
  2. Use Tables and Tags to reorganise and collate your information together in different ways
  3. Grab highlights that automatically generate citations and references wherever you use them in your writing
  4. Organise your information using a Table which you can transform into a Document for download

To watch this workflow head to our YouTube channel:

Who this is for #

Literature reviews can be written at different stages of a project, so there’s a variety of different starting points when you start gathering information to write your literature review. This workflow is for researchers that know their research question and have already developed some knowledge of their project, and so know what topics and questions they will want to answer in their review.

Step 1: Identify your Literature Review Structure #

Map out a structure for your Literature Review. This structure will help you to identify what information you need to share with the reader to introduce your project. You can plan this out however you like. In our workflow example we make use of a series of questions to structure the review. These questions guide the information to collect and bring together for your literature review from the literature.

Consider the structure of your review, the above approach used your project as the end point and worked backwards to cover all the knowledge needed to introduce your topic

As you work on your literature review these questions might evolve, you might add others in and some of them you might not ultimately use in your final written review – it’s an iterative process!

Step 2: Add your Lit Review Structure into a Table #

To collect information around these particular questions or your chosen topics, you’re going to add each one as a row of a Table. By using a Table, you can easily reorganise different sections, add in others and reconfigure your work into a cohesive document later.

Add a Table to your Workspace, and then add Rows into your Table for each question or topic in your literature review plan.

Use the Blue Plus Button to add a new page to your workspace. Choose Type Table from the Options and you’ll have something like the above

Set up your Table as the Structure for your Literature Review by changing the Properties. Tables have a Sub-page property by default, feel free to delete that Property.

Delete a Property by clicking on the Property Title to open the Property Options and selecting ‘Delete Property’

To add Rows to a Table, use the Blue New Button above your Table. Add each question or topic from your structure planning as it’s own Row in your Table

Add New Rows to your Table using the Blue New Button at the Top.

Step 3: Reading the Literature #

This step is iterative and might involve searching the literature for further relevant papers to include in addition to the papers you already have and know about. With the key questions (or other structure) you identified, revisit relevant literature to collect information relevant to answering each question.

First, add your Papers into Protolyst in their own Table. Add a new Table and then change the Sub-Pages property to a Citation property.

Swap Properties using the Property Dropdown in the Property Options. Click the Title of the Property to open the Property Options, then choose a Property Type from the Dropdown list – recommended Citation is added for any Tables containing Sources.

The Citation Property automatically pulls reference information from each PDF uploaded, and there’s a few different styles available in the Property Options.

For each Property there are some further Options available such as Citation Styles, which you can select, for the Citation Property.

Batch upload a collection of papers with drag and drop. Drop your selected PDF files onto your Table to upload all those papers into your workspace. During this upload the Citation Property will populate with information and the Name Column will update with the Title of your Papers.

Drag and Drop several Files onto a Table to batch upload. They’ll upload one file per row and the Reference information will be automtically extracted and added into the Citation Property, which also updates the Name column to the corresponding Title.

Step 4: Capture Atoms #

As you read the papers, grab information from them that’s relevant to your literature review questions. You can have a paper open alongside your questions Table to keep those questions in mind as you’re reading.

To open your Table of Papers alongside the Table with the Literature Review Structure and Sections, use Splitscreen. Ctrl+Click on a Page to open that Page side by side with your Current Page

Two Tables open in Splitscreen

Open up a Paper to read it – this will open up your Paper alongside the other Page in splitscreen.

Hover over the Row Title and then Choose Open to open up that Row as a Page.

To capture an Atom, highlight the text and then drag and drop it into the atoms column for the relevant question.

As you read your Sources, you can capture Atoms. Highlight text and then for this flow you can Drag and Drop that highlighted text into the corresponding Atoms Property for the Row corresponding to the Literature Review section where you want to use that nugget of information.

This will save that piece of text as an Atom and add a connection or Tag to the corresponding question. That Atom will now display in your Lit Review Structure Table, so that the piece of information will be to hand when you want to consolidate relevant information together to write that section.

Once you drop highlighted text into the Atoms Property, this will Capture that Text as an Atom and add the relevant Tag based on which Row you dropped your Atom into. The text in the Source page also changes to having a permanent coloured highlight, representing that the text has been captured as an Atom.

You can also collect Atoms using the ‘Capture Atom’ button that appears when you highlight text. You can then add Tags to connect the piece of information to relevant questions by clicking in the linking bar to select the question(s) from the list of Pages that appears in the list of available Tags.

When you navigate back to your Papers Table, all the Atoms you captured will display in the Atoms column

Papers table, all the Atoms captured from each Paper will display in the Atoms column for that paper.

When you navigate back to your Literature Review Structure Table, all the Atoms you captured will display next to the different Rows, based on which Tags you added when collecting them

In the Literature Review Structure Table, all the Atoms that have been Tagged (or Labelled) to a particular section of the Literature Review will display in the Atoms Property for each Row.

Step 5: Start Writing #

Once you have collected Atoms and organised them around your questions, you’ll have built a collection of relevant snippets from all your papers to consolidate together for each question or section of your Literature Review.

You can now start writing out your answer to that question, adding in references by writing with the Atoms you have captured.

As you have built out your Lit Review into a Table, you can work on each section separately. Open up the Row to work on that section. On opening the Row you can set it up as a Page, choose type Text Editor – this allows you to type into the Page.

To start writing your Literature Review section by section, open up each Section as a Page and choose type Text Editor

On the Right hand side you can open up a list of all the Atoms you collected around this question by opening the Atoms Menu, which will expand a list of Atoms down the Right Side of your Page.

In the Top Right of your Page, there are several buttons, the central one is the Atoms Menu and this expands a list of all the Atoms for this Page down the Right Side of your Page, so you can browse through and refer to them all.

Every Atom in your List will have a Source Tag. This is used to create your Citations and References, and you can click it to open up the Atom in the Source File next to your current page in splitscreen.

Atom Source Tags. Every Atom has a Source Tag linking the Atom to it’s Source File and Location in that File. This Source Tag is the first Tag that displays underneath the Atom.

Click the Source Tag and you’ll be navigated back to the Paper and the exact location of that Atom (highlight) inside that Paper, so as you’re writing your Section you can jump back to the original source to gather further context.

Following the Source Tag. When the Source Tag is clicked, the Source File will open up in Splitscreen next to your Current Page and open up exactly where your Atom is located inside of it.

To start writing your section, you can drag and drop Atoms into the Page. This adds that text into your page so you can integrate those different ideas and concepts together.

Drag and Drop Atoms from the list down the Right Hand side of your Page into your Page to add that text in.

When you drop an Atom, it automatically creates an in-text citation and reference to the source paper. Jump back to the original location of the Atom in your Source by clicking the citation.

Atoms that are dropped into a Page are embedded into that Page. An in-text citation which links you back to the Source of your Atom and Reference are added in automatically.

Atoms you drop into your page add the text of the Atom which can be edited and reworked alongside other Atoms into a flowing written section.

Add more Atoms to continue writing up your Section.

Step 6: Set up your Table as a Document #

After you’ve written up answers using your Atoms for each of your Lit Review Sections, you can pull them altogether into a complete document by changing the layout of the information in your Table and using a Vertical Table view.

In your Lit Review Structure Table, add a New Table View and select Vertical type.

Change Table View to construct the different Rows of your Table into a complete Document. Create a Vertical View for your Table using the Eye Icon, Create a View, then choose Vertical and add a Title for your new View.

This transposes your Table into a long page or document-style format.

Vertical View transposes your table so that the Columns of the Table display for each Row and they are all stacked on top of each other, similar to a Document.

Open the Properties Menu and choose ‘Display Page Preview‘. This will display the text you have added into each Question Page. Here you can also show/hide other properties of the table. Turn them all off to display just the written text sections.

Change the Properties on display in the Properties Menu and using the toggles to show/hide each Property. There’s an additional option available in this View; Display Page Preview. Turn this on to display the sections you have been writing up for each Row.

With all Properties but Name turned off and the Display Page Preview turned on the Table looks like this:

Hiding all additional properties and selecting Display Page preview in the Vertical View presents all the different sections of your Literature Review together as one document.

You can export this table as a word document for further edits and formatting. To download use the Page Options Menu in the top right and choose the ‘Download as Doc’ option.

Download the Vertical View table using the Page Options Menu in the top right and selecting Download as Doc.

All the text sections are pulled together into a cohesive document with headings including a References Section in the style of your Citations Property.

Downloaded Document opened in Word, complete with collated References Section uniting all the references across all the Sections.
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Updated on November 29, 2023

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Table of Contents
  • How Protolyst can Streamline your Literature Review
  • Who this is for
    • Step 1: Identify your Literature Review Structure
    • Step 2: Add your Lit Review Structure into a Table
    • Step 3: Reading the Literature
    • Step 4: Capture Atoms
    • Step 5: Start Writing
    • Step 6: Set up your Table as a Document
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You're wasting 1 day a week refinding the golden nuggets of info buried in your files and folders. Protolyst is a networked note taking web app where you can collect and categorise each individual highlight to find and use your most valuable info fast.

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