AutoResearch / Project modules

AUTORESEARCH / EVIDENCE PREPARATION

Literature Review

From search records to traceable research synthesis

Workflow and supporting utilities

A structured route through source discovery, record processing, staged screening, thematic synthesis, and citation review, supporting evidence preparation within AutoResearch.

Editorial illustration for Literature Review
A visual study of sources brought into focus.

ARCHITECTURE / LITERATURE

From question to traceable review

Question & criteria问题与标准01 / RESEARCH JUDGMENTSource discovery多源发现02 / EXTERNAL TOOLSExported records导出记录03 / ARTIFACTRecord processing记录处理04 / LOCAL UTILITYStaged screening分层筛选05 / RESEARCH JUDGMENTExtract & assess提取与评估06 / RESEARCH JUDGMENTThematic synthesis主题综合07 / RESEARCH JUDGMENTDOI metadata checkDOI 复核08 / LOCAL UTILITYCompare & revise对照与修订09 / RESEARCH JUDGMENTReview document综述文档10 / ARTIFACTCompare · revise · recheck对照 · 修订 · 重新核查
  1. 01

    Question & criteria

    Scope, terms, inclusion and exclusion

  2. 02

    Source discovery

    Web, databases, citation exploration

  3. 03

    Exported records

    Retain sources and search details

  4. 04

    Record processing

    Exact deduplication, year filter, sort

  5. 05

    Staged screening

    Title → abstract → full text

  6. 06

    Extract & assess

    Study characteristics, findings, quality

  7. 07

    Thematic synthesis

    Agreement, differences, limits, gaps

  8. 08

    DOI metadata check

    Identifier lookup and metadata report

  9. 09

    Compare & revise

    Compare citations with original sources

  10. 10

    Review document

    Markdown / PDF with evidence records

A documented workflow: external discovery and research judgment surround local utilities. Arrows describe the review procedure, rather than an already integrated service.

01 / LITERATURE-REVIEW

Start with a question and an evidence plan

Literature Review organizes the preparation of a research synthesis around a defined question. The process begins with the review type, time window, core concepts, synonyms, and explicit inclusion and exclusion criteria. In the AutoResearch catalog, this module occupies the evidence-preparation stage: mapping existing methods, findings, and disagreements before a new direction is developed. The underlying toolkit provides a structured procedure, reference guidance, a reporting template, and focused scripts for recurring tasks. A clear scope also keeps discovery, selection, and writing connected to the same question throughout the review.

02 / LITERATURE-REVIEW

Discover sources and prepare the record set

Discovery combines broad academic web search with complementary databases, preprint sources, and forward or backward citation exploration. The selected sources depend on the topic; the workflow asks for search dates, query strings, result counts, and retained source records. Exported results then become the input to the local processing utility. It can remove exact duplicates using DOI or title rules, apply a year range, sort supplied citation, year, or relevance fields, and produce JSON, Markdown, or BibTeX. Database discovery itself is supplied by external tools. Pilot searches and revised terms help calibrate the source set before a broader search is carried out and documented.

03 / LITERATURE-REVIEW

Screen studies and extract comparable evidence

Selection proceeds through titles, abstracts, and full texts against the agreed criteria. Exclusion reasons and retained-study counts belong in the review record. For included studies, the reporting structure captures design, population or sample, methods, findings, author-reported limitations, funding, and conflicts of interest. It also provides places to document a study-appropriate quality assessment. These steps require research judgment and access to the relevant texts. The toolkit supplies the procedure and fields; completed assessments, reviewer decisions, and their supporting records are created during the review. A common extraction form helps make studies comparable while retaining the details that explain meaningful differences between them.

04 / LITERATURE-REVIEW

Build a synthesis across studies

The writing stage connects evidence across studies through themes or research questions. It compares agreement and disagreement, explains differences in methods, and identifies open questions with their supporting sources. Study tables and extraction records help readers move from a synthesis back to individual evidence. The template includes sections for methods, findings, discussion, limitations, and appendices. Search-flow or conceptual diagrams can make the structure easier to inspect. Optional meta-analysis fields are available for reviews that separately perform the necessary statistical work. The strength and scope of each conclusion should stay aligned with the evidence actually included in the review.

05 / LITERATURE-REVIEW

Review references and produce the document

Before delivery, the DOI utility checks identifiers and retrieves Crossref metadata into a report. That report supports a separate comparison of authors, titles, dates, and citation use with the manuscript and original sources. The completed review remains editable in Markdown and can be exported to PDF when the document tools and bibliography assets are available. Final inspection covers references, figures, tables, and layout. The result is a review package with a visible evidence trail. Systematic-review reporting requirements and substantive claim checks must be completed and documented for the particular project. When an error is found, the workflow returns to correction and rechecking before the affected references are finalized.

Outputs & scope

  • Search and selection records
  • Study tables and extracted evidence
  • Thematic synthesis and open questions
  • DOI metadata review report
  • Markdown and PDF documents

This page describes a workflow and its supporting utilities. Source access, selection decisions, and substantive evidence checks remain part of each review.

Underlying toolkit: K-Dense · MIT license. Presented here as an evidence-preparation module in the AutoResearch catalogue.

These modules describe the programme’s intended division of work. Cross-module runtime connections are still being integrated and validated.

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