Review of Related Literature: Format, Example, & How to Make RRL

A review of related literature is a separate paper or a part of an article that collects and synthesizes discussion on a topic. Its purpose is to show the current state of research on the issue and highlight gaps in existing knowledge. A literature review can be included in a research paper or scholarly article, typically following the introduction and before the research methods section.

The picture provides introductory definition of a review of related literature.

This article will clarify the definition, significance, and structure of a review of related literature. You’ll also learn how to organize your literature review and discover ideas for an RRL in different subjects.

🔤 What Is RRL?

  • ❗ Significance of Literature Review
  • 🔎 How to Search for Literature
  • 🧩 Literature Review Structure
  • 📋 Format of RRL — APA, MLA, & Others
  • ✍️ How to Write an RRL
  • 📚 Examples of RRL

🔗 References

A review of related literature (RRL) is a part of the research report that examines significant studies, theories, and concepts published in scholarly sources on a particular topic. An RRL includes 3 main components:

  • A short overview and critique of the previous research.
  • Similarities and differences between past studies and the current one.
  • An explanation of the theoretical frameworks underpinning the research.

❗ Significance of Review of Related Literature

Although the goal of a review of related literature differs depending on the discipline and its intended use, its significance cannot be overstated. Here are some examples of how a review might be beneficial:

  • It helps determine knowledge gaps .
  • It saves from duplicating research that has already been conducted.
  • It provides an overview of various research areas within the discipline.
  • It demonstrates the researcher’s familiarity with the topic.

🔎 How to Perform a Literature Search

Including a description of your search strategy in the literature review section can significantly increase your grade. You can search sources with the following steps:

🧩 Literature Review Structure Example

The majority of literature reviews follow a standard introduction-body-conclusion structure. Let’s look at the RRL structure in detail.

This image shows the literature review structure.

Introduction of Review of Related Literature: Sample

An introduction should clarify the study topic and the depth of the information to be delivered. It should also explain the types of sources used. If your lit. review is part of a larger research proposal or project, you can combine its introductory paragraph with the introduction of your paper.

Here is a sample introduction to an RRL about cyberbullying:

Bullying has troubled people since the beginning of time. However, with modern technological advancements, especially social media, bullying has evolved into cyberbullying. As a result, nowadays, teenagers and adults cannot flee their bullies, which makes them feel lonely and helpless. This literature review will examine recent studies on cyberbullying.

Sample Review of Related Literature Thesis

A thesis statement should include the central idea of your literature review and the primary supporting elements you discovered in the literature. Thesis statements are typically put at the end of the introductory paragraph.

Look at a sample thesis of a review of related literature:

This literature review shows that scholars have recently covered the issues of bullies’ motivation, the impact of bullying on victims and aggressors, common cyberbullying techniques, and victims’ coping strategies. However, there is still no agreement on the best practices to address cyberbullying.

Literature Review Body Paragraph Example

The main body of a literature review should provide an overview of the existing research on the issue. Body paragraphs should not just summarize each source but analyze them. You can organize your paragraphs with these 3 elements:

  • Claim . Start with a topic sentence linked to your literature review purpose.
  • Evidence . Cite relevant information from your chosen sources.
  • Discussion . Explain how the cited data supports your claim.

Here’s a literature review body paragraph example:

Scholars have examined the link between the aggressor and the victim. Beran et al. (2007) state that students bullied online often become cyberbullies themselves. Faucher et al. (2014) confirm this with their findings: they discovered that male and female students began engaging in cyberbullying after being subject to bullying. Hence, one can conclude that being a victim of bullying increases one’s likelihood of becoming a cyberbully.

Review of Related Literature: Conclusion

A conclusion presents a general consensus on the topic. Depending on your literature review purpose, it might include the following:

  • Introduction to further research . If you write a literature review as part of a larger research project, you can present your research question in your conclusion .
  • Overview of theories . You can summarize critical theories and concepts to help your reader understand the topic better.
  • Discussion of the gap . If you identified a research gap in the reviewed literature, your conclusion could explain why that gap is significant.

Check out a conclusion example that discusses a research gap:

There is extensive research into bullies’ motivation, the consequences of bullying for victims and aggressors, strategies for bullying, and coping with it. Yet, scholars still have not reached a consensus on what to consider the best practices to combat cyberbullying. This question is of great importance because of the significant adverse effects of cyberbullying on victims and bullies.

📋 Format of RRL — APA, MLA, & Others

In this section, we will discuss how to format an RRL according to the most common citation styles: APA, Chicago, MLA, and Harvard.

Writing a literature review using the APA7 style requires the following text formatting:

  • When using APA in-text citations , include the author’s last name and the year of publication in parentheses.
  • For direct quotations , you must also add the page number. If you use sources without page numbers, such as websites or e-books, include a paragraph number instead.
  • When referring to the author’s name in a sentence , you do not need to repeat it at the end of the sentence. Instead, include the year of publication inside the parentheses after their name.
  • The reference list should be included at the end of your literature review. It is always alphabetized by the last name of the author (from A to Z), and the lines are indented one-half inch from the left margin of your paper. Do not forget to invert authors’ names (the last name should come first) and include the full titles of journals instead of their abbreviations. If you use an online source, add its URL.

The RRL format in the Chicago style is as follows:

  • Author-date . You place your citations in brackets within the text, indicating the name of the author and the year of publication.
  • Notes and bibliography . You place your citations in numbered footnotes or endnotes to connect the citation back to the source in the bibliography.
  • The reference list, or bibliography , in Chicago style, is at the end of a literature review. The sources are arranged alphabetically and single-spaced. Each bibliography entry begins with the author’s name and the source’s title, followed by publication information, such as the city of publication, the publisher, and the year of publication.

Writing a literature review using the MLA style requires the following text formatting:

  • In the MLA format, you can cite a source in the text by indicating the author’s last name and the page number in parentheses at the end of the citation. If the cited information takes several pages, you need to include all the page numbers.
  • The reference list in MLA style is titled “ Works Cited .” In this section, all sources used in the paper should be listed in alphabetical order. Each entry should contain the author, title of the source, title of the journal or a larger volume, other contributors, version, number, publisher, and publication date.

The Harvard style requires you to use the following text formatting for your RRL:

  • In-text citations in the Harvard style include the author’s last name and the year of publication. If you are using a direct quote in your literature review, you need to add the page number as well.
  • Arrange your list of references alphabetically. Each entry should contain the author’s last name, their initials, the year of publication, the title of the source, and other publication information, like the journal title and issue number or the publisher.

✍️ How to Write Review of Related Literature – Sample

Literature reviews can be organized in many ways depending on what you want to achieve with them. In this section, we will look at 3 examples of how you can write your RRL.

This image shows the organizational patterns of a literature review.

Thematic Literature Review

A thematic literature review is arranged around central themes or issues discussed in the sources. If you have identified some recurring themes in the literature, you can divide your RRL into sections that address various aspects of the topic. For example, if you examine studies on e-learning, you can distinguish such themes as the cost-effectiveness of online learning, the technologies used, and its effectiveness compared to traditional education.

Chronological Literature Review

A chronological literature review is a way to track the development of the topic over time. If you use this method, avoid merely listing and summarizing sources in chronological order. Instead, try to analyze the trends, turning moments, and critical debates that have shaped the field’s path. Also, you can give your interpretation of how and why specific advances occurred.

Methodological Literature Review

A methodological literature review differs from the preceding ones in that it usually doesn’t focus on the sources’ content. Instead, it is concerned with the research methods . So, if your references come from several disciplines or fields employing various research techniques, you can compare the findings and conclusions of different methodologies, for instance:

  • empirical vs. theoretical studies;
  • qualitative vs. quantitative research.

📚 Examples of Review of Related Literature and Studies

We have prepared a short example of RRL on climate change for you to see how everything works in practice!

Climate change is one of the most important issues nowadays. Based on a variety of facts, it is now clearer than ever that humans are altering the Earth's climate. The atmosphere and oceans have warmed, causing sea level rise, a significant loss of Arctic ice, and other climate-related changes. This literature review provides a thorough summary of research on climate change, focusing on climate change fingerprints and evidence of human influence on the Earth's climate system.

Physical Mechanisms and Evidence of Human Influence

Scientists are convinced that climate change is directly influenced by the emission of greenhouse gases. They have carefully analyzed various climate data and evidence, concluding that the majority of the observed global warming over the past 50 years cannot be explained by natural factors alone. Instead, there is compelling evidence pointing to a significant contribution of human activities, primarily the emission of greenhouse gases (Walker, 2014). For example, based on simple physics calculations, doubled carbon dioxide concentration in the atmosphere can lead to a global temperature increase of approximately 1 degree Celsius. (Elderfield, 2022). In order to determine the human influence on climate, scientists still have to analyze a lot of natural changes that affect temperature, precipitation, and other components of climate on timeframes ranging from days to decades and beyond.

Fingerprinting Climate Change

Fingerprinting climate change is a useful tool to identify the causes of global warming because different factors leave unique marks on climate records. This is evident when scientists look beyond overall temperature changes and examine how warming is distributed geographically and over time (Watson, 2022). By investigating these climate patterns, scientists can obtain a more complex understanding of the connections between natural climate variability and climate variability caused by human activity.

Modeling Climate Change and Feedback

To accurately predict the consequences of feedback mechanisms, the rate of warming, and regional climate change, scientists can employ sophisticated mathematical models of the atmosphere, ocean, land, and ice (the cryosphere). These models are grounded in well-established physical laws and incorporate the latest scientific understanding of climate-related processes (Shuckburgh, 2013). Although different climate models produce slightly varying projections for future warming, they all will agree that feedback mechanisms play a significant role in amplifying the initial warming caused by greenhouse gas emissions. (Meehl, 2019).

In conclusion, the literature on global warming indicates that there are well-understood physical processes that link variations in greenhouse gas concentrations to climate change. In addition, it covers the scientific proof that the rates of these gases in the atmosphere have increased and continue to rise fast. According to the sources, the majority of this recent change is almost definitely caused by greenhouse gas emissions produced by human activities. Citizens and governments can alter their energy production methods and consumption patterns to reduce greenhouse gas emissions and, thus, the magnitude of climate change. By acting now, society can prevent the worst consequences of climate change and build a more resilient and sustainable future for generations to come.

Have you ever struggled with finding the topic for an RRL in different subjects? Read the following paragraphs to get some ideas!

Nursing Literature Review Example

Many topics in the nursing field require research. For example, you can write a review of literature related to dengue fever . Give a general overview of dengue virus infections, including its clinical symptoms, diagnosis, prevention, and therapy.

Another good idea is to review related literature and studies about teenage pregnancy . This review can describe the effectiveness of specific programs for adolescent mothers and their children and summarize recommendations for preventing early pregnancy.

📝 Check out some more valuable examples below:

  • Hospital Readmissions: Literature Review .
  • Literature Review: Lower Sepsis Mortality Rates .
  • Breast Cancer: Literature Review .
  • Sexually Transmitted Diseases: Literature Review .
  • PICO for Pressure Ulcers: Literature Review .
  • COVID-19 Spread Prevention: Literature Review .
  • Chronic Obstructive Pulmonary Disease: Literature Review .
  • Hypertension Treatment Adherence: Literature Review .
  • Neonatal Sepsis Prevention: Literature Review .
  • Healthcare-Associated Infections: Literature Review .
  • Understaffing in Nursing: Literature Review .

Psychology Literature Review Example

If you look for an RRL topic in psychology , you can write a review of related literature about stress . Summarize scientific evidence about stress stages, side effects, types, or reduction strategies. Or you can write a review of related literature about computer game addiction . In this case, you may concentrate on the neural mechanisms underlying the internet gaming disorder, compare it to other addictions, or evaluate treatment strategies.

A review of related literature about cyberbullying is another interesting option. You can highlight the impact of cyberbullying on undergraduate students’ academic, social, and emotional development.

📝 Look at the examples that we have prepared for you to come up with some more ideas:

  • Mindfulness in Counseling: A Literature Review .
  • Team-Building Across Cultures: Literature Review .
  • Anxiety and Decision Making: Literature Review .
  • Literature Review on Depression .
  • Literature Review on Narcissism .
  • Effects of Depression Among Adolescents .
  • Causes and Effects of Anxiety in Children .

Literature Review — Sociology Example

Sociological research poses critical questions about social structures and phenomena. For example, you can write a review of related literature about child labor , exploring cultural beliefs and social norms that normalize the exploitation of children. Or you can create a review of related literature about social media . It can investigate the impact of social media on relationships between adolescents or the role of social networks on immigrants’ acculturation .

📝 You can find some more ideas below!

  • Single Mothers’ Experiences of Relationships with Their Adolescent Sons .
  • Teachers and Students’ Gender-Based Interactions .
  • Gender Identity: Biological Perspective and Social Cognitive Theory .
  • Gender: Culturally-Prescribed Role or Biological Sex .
  • The Influence of Opioid Misuse on Academic Achievement of Veteran Students .
  • The Importance of Ethics in Research .
  • The Role of Family and Social Network Support in Mental Health .

Education Literature Review Example

For your education studies , you can write a review of related literature about academic performance to determine factors that affect student achievement and highlight research gaps. One more idea is to create a review of related literature on study habits , considering their role in the student’s life and academic outcomes.

You can also evaluate a computerized grading system in a review of related literature to single out its advantages and barriers to implementation. Or you can complete a review of related literature on instructional materials to identify their most common types and effects on student achievement.

📝 Find some inspiration in the examples below:

  • Literature Review on Online Learning Challenges From COVID-19 .
  • Education, Leadership, and Management: Literature Review .
  • Literature Review: Standardized Testing Bias .
  • Bullying of Disabled Children in School .
  • Interventions and Letter & Sound Recognition: A Literature Review .
  • Social-Emotional Skills Program for Preschoolers .
  • Effectiveness of Educational Leadership Management Skills .

Business Research Literature Review

If you’re a business student, you can focus on customer satisfaction in your review of related literature. Discuss specific customer satisfaction features and how it is affected by service quality and prices. You can also create a theoretical literature review about consumer buying behavior to evaluate theories that have significantly contributed to understanding how consumers make purchasing decisions.

📝 Look at the examples to get more exciting ideas:

  • Leadership and Communication: Literature Review .
  • Human Resource Development: Literature Review .
  • Project Management. Literature Review .
  • Strategic HRM: A Literature Review .
  • Customer Relationship Management: Literature Review .
  • Literature Review on International Financial Reporting Standards .
  • Cultures of Management: Literature Review .

To conclude, a review of related literature is a significant genre of scholarly works that can be applied in various disciplines and for multiple goals. The sources examined in an RRL provide theoretical frameworks for future studies and help create original research questions and hypotheses.

When you finish your outstanding literature review, don’t forget to check whether it sounds logical and coherent. Our text-to-speech tool can help you with that!

  • Literature Reviews | University of North Carolina at Chapel Hill
  • Writing a Literature Review | Purdue Online Writing Lab
  • Learn How to Write a Review of Literature | University of Wisconsin-Madison
  • The Literature Review: A Few Tips on Conducting It | University of Toronto
  • Writing a Literature Review | UC San Diego
  • Conduct a Literature Review | The University of Arizona
  • Methods for Literature Reviews | National Library of Medicine
  • Literature Reviews: 5. Write the Review | Georgia State University

How to Write an Animal Testing Essay: Tips for Argumentative & Persuasive Papers

Descriptive essay topics: examples, outline, & more.

Have a language expert improve your writing

Run a free plagiarism check in 10 minutes, generate accurate citations for free.

  • Knowledge Base

Methodology

  • How to Write a Literature Review | Guide, Examples, & Templates

How to Write a Literature Review | Guide, Examples, & Templates

Published on January 2, 2023 by Shona McCombes . Revised on September 11, 2023.

What is a literature review? A literature review is a survey of scholarly sources on a specific topic. It provides an overview of current knowledge, allowing you to identify relevant theories, methods, and gaps in the existing research that you can later apply to your paper, thesis, or dissertation topic .

There are five key steps to writing a literature review:

  • Search for relevant literature
  • Evaluate sources
  • Identify themes, debates, and gaps
  • Outline the structure
  • Write your literature review

A good literature review doesn’t just summarize sources—it analyzes, synthesizes , and critically evaluates to give a clear picture of the state of knowledge on the subject.

Instantly correct all language mistakes in your text

Upload your document to correct all your mistakes in minutes

upload-your-document-ai-proofreader

Table of contents

What is the purpose of a literature review, examples of literature reviews, step 1 – search for relevant literature, step 2 – evaluate and select sources, step 3 – identify themes, debates, and gaps, step 4 – outline your literature review’s structure, step 5 – write your literature review, free lecture slides, other interesting articles, frequently asked questions, introduction.

  • Quick Run-through
  • Step 1 & 2

When you write a thesis , dissertation , or research paper , you will likely have to conduct a literature review to situate your research within existing knowledge. The literature review gives you a chance to:

  • Demonstrate your familiarity with the topic and its scholarly context
  • Develop a theoretical framework and methodology for your research
  • Position your work in relation to other researchers and theorists
  • Show how your research addresses a gap or contributes to a debate
  • Evaluate the current state of research and demonstrate your knowledge of the scholarly debates around your topic.

Writing literature reviews is a particularly important skill if you want to apply for graduate school or pursue a career in research. We’ve written a step-by-step guide that you can follow below.

Literature review guide

Receive feedback on language, structure, and formatting

Professional editors proofread and edit your paper by focusing on:

  • Academic style
  • Vague sentences
  • Style consistency

See an example

review of related studies meaning

Writing literature reviews can be quite challenging! A good starting point could be to look at some examples, depending on what kind of literature review you’d like to write.

  • Example literature review #1: “Why Do People Migrate? A Review of the Theoretical Literature” ( Theoretical literature review about the development of economic migration theory from the 1950s to today.)
  • Example literature review #2: “Literature review as a research methodology: An overview and guidelines” ( Methodological literature review about interdisciplinary knowledge acquisition and production.)
  • Example literature review #3: “The Use of Technology in English Language Learning: A Literature Review” ( Thematic literature review about the effects of technology on language acquisition.)
  • Example literature review #4: “Learners’ Listening Comprehension Difficulties in English Language Learning: A Literature Review” ( Chronological literature review about how the concept of listening skills has changed over time.)

You can also check out our templates with literature review examples and sample outlines at the links below.

Download Word doc Download Google doc

Before you begin searching for literature, you need a clearly defined topic .

If you are writing the literature review section of a dissertation or research paper, you will search for literature related to your research problem and questions .

Make a list of keywords

Start by creating a list of keywords related to your research question. Include each of the key concepts or variables you’re interested in, and list any synonyms and related terms. You can add to this list as you discover new keywords in the process of your literature search.

  • Social media, Facebook, Instagram, Twitter, Snapchat, TikTok
  • Body image, self-perception, self-esteem, mental health
  • Generation Z, teenagers, adolescents, youth

Search for relevant sources

Use your keywords to begin searching for sources. Some useful databases to search for journals and articles include:

  • Your university’s library catalogue
  • Google Scholar
  • Project Muse (humanities and social sciences)
  • Medline (life sciences and biomedicine)
  • EconLit (economics)
  • Inspec (physics, engineering and computer science)

You can also use boolean operators to help narrow down your search.

Make sure to read the abstract to find out whether an article is relevant to your question. When you find a useful book or article, you can check the bibliography to find other relevant sources.

You likely won’t be able to read absolutely everything that has been written on your topic, so it will be necessary to evaluate which sources are most relevant to your research question.

For each publication, ask yourself:

  • What question or problem is the author addressing?
  • What are the key concepts and how are they defined?
  • What are the key theories, models, and methods?
  • Does the research use established frameworks or take an innovative approach?
  • What are the results and conclusions of the study?
  • How does the publication relate to other literature in the field? Does it confirm, add to, or challenge established knowledge?
  • What are the strengths and weaknesses of the research?

Make sure the sources you use are credible , and make sure you read any landmark studies and major theories in your field of research.

You can use our template to summarize and evaluate sources you’re thinking about using. Click on either button below to download.

Take notes and cite your sources

As you read, you should also begin the writing process. Take notes that you can later incorporate into the text of your literature review.

It is important to keep track of your sources with citations to avoid plagiarism . It can be helpful to make an annotated bibliography , where you compile full citation information and write a paragraph of summary and analysis for each source. This helps you remember what you read and saves time later in the process.

The only proofreading tool specialized in correcting academic writing - try for free!

The academic proofreading tool has been trained on 1000s of academic texts and by native English editors. Making it the most accurate and reliable proofreading tool for students.

review of related studies meaning

Try for free

To begin organizing your literature review’s argument and structure, be sure you understand the connections and relationships between the sources you’ve read. Based on your reading and notes, you can look for:

  • Trends and patterns (in theory, method or results): do certain approaches become more or less popular over time?
  • Themes: what questions or concepts recur across the literature?
  • Debates, conflicts and contradictions: where do sources disagree?
  • Pivotal publications: are there any influential theories or studies that changed the direction of the field?
  • Gaps: what is missing from the literature? Are there weaknesses that need to be addressed?

This step will help you work out the structure of your literature review and (if applicable) show how your own research will contribute to existing knowledge.

  • Most research has focused on young women.
  • There is an increasing interest in the visual aspects of social media.
  • But there is still a lack of robust research on highly visual platforms like Instagram and Snapchat—this is a gap that you could address in your own research.

There are various approaches to organizing the body of a literature review. Depending on the length of your literature review, you can combine several of these strategies (for example, your overall structure might be thematic, but each theme is discussed chronologically).

Chronological

The simplest approach is to trace the development of the topic over time. However, if you choose this strategy, be careful to avoid simply listing and summarizing sources in order.

Try to analyze patterns, turning points and key debates that have shaped the direction of the field. Give your interpretation of how and why certain developments occurred.

If you have found some recurring central themes, you can organize your literature review into subsections that address different aspects of the topic.

For example, if you are reviewing literature about inequalities in migrant health outcomes, key themes might include healthcare policy, language barriers, cultural attitudes, legal status, and economic access.

Methodological

If you draw your sources from different disciplines or fields that use a variety of research methods , you might want to compare the results and conclusions that emerge from different approaches. For example:

  • Look at what results have emerged in qualitative versus quantitative research
  • Discuss how the topic has been approached by empirical versus theoretical scholarship
  • Divide the literature into sociological, historical, and cultural sources

Theoretical

A literature review is often the foundation for a theoretical framework . You can use it to discuss various theories, models, and definitions of key concepts.

You might argue for the relevance of a specific theoretical approach, or combine various theoretical concepts to create a framework for your research.

Like any other academic text , your literature review should have an introduction , a main body, and a conclusion . What you include in each depends on the objective of your literature review.

The introduction should clearly establish the focus and purpose of the literature review.

Depending on the length of your literature review, you might want to divide the body into subsections. You can use a subheading for each theme, time period, or methodological approach.

As you write, you can follow these tips:

  • Summarize and synthesize: give an overview of the main points of each source and combine them into a coherent whole
  • Analyze and interpret: don’t just paraphrase other researchers — add your own interpretations where possible, discussing the significance of findings in relation to the literature as a whole
  • Critically evaluate: mention the strengths and weaknesses of your sources
  • Write in well-structured paragraphs: use transition words and topic sentences to draw connections, comparisons and contrasts

In the conclusion, you should summarize the key findings you have taken from the literature and emphasize their significance.

When you’ve finished writing and revising your literature review, don’t forget to proofread thoroughly before submitting. Not a language expert? Check out Scribbr’s professional proofreading services !

This article has been adapted into lecture slides that you can use to teach your students about writing a literature review.

Scribbr slides are free to use, customize, and distribute for educational purposes.

Open Google Slides Download PowerPoint

If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

  • Sampling methods
  • Simple random sampling
  • Stratified sampling
  • Cluster sampling
  • Likert scales
  • Reproducibility

 Statistics

  • Null hypothesis
  • Statistical power
  • Probability distribution
  • Effect size
  • Poisson distribution

Research bias

  • Optimism bias
  • Cognitive bias
  • Implicit bias
  • Hawthorne effect
  • Anchoring bias
  • Explicit bias

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.

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.

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 credible sources on a topic, often used in dissertations , theses, and research papers . Literature reviews give an overview of knowledge on a subject, helping you identify relevant theories and methods, as well as gaps in existing research. Literature reviews are set up similarly to other  academic texts , with an introduction , a main body, and a conclusion .

An  annotated bibliography is a list of  source references that has a short description (called an annotation ) for each of the sources. It is often assigned as part of the research process for a  paper .  

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the “Cite this Scribbr article” button to automatically add the citation to our free Citation Generator.

McCombes, S. (2023, September 11). How to Write a Literature Review | Guide, Examples, & Templates. Scribbr. Retrieved April 15, 2024, from https://www.scribbr.com/dissertation/literature-review/

Is this article helpful?

Shona McCombes

Shona McCombes

Other students also liked, what is a theoretical framework | guide to organizing, what is a research methodology | steps & tips, how to write a research proposal | examples & templates, what is your plagiarism score.

  • Search Menu
  • Browse content in Arts and Humanities
  • Browse content in Archaeology
  • Anglo-Saxon and Medieval Archaeology
  • Archaeological Methodology and Techniques
  • Archaeology by Region
  • Archaeology of Religion
  • Archaeology of Trade and Exchange
  • Biblical Archaeology
  • Contemporary and Public Archaeology
  • Environmental Archaeology
  • Historical Archaeology
  • History and Theory of Archaeology
  • Industrial Archaeology
  • Landscape Archaeology
  • Mortuary Archaeology
  • Prehistoric Archaeology
  • Underwater Archaeology
  • Urban Archaeology
  • Zooarchaeology
  • Browse content in Architecture
  • Architectural Structure and Design
  • History of Architecture
  • Residential and Domestic Buildings
  • Theory of Architecture
  • Browse content in Art
  • Art Subjects and Themes
  • History of Art
  • Industrial and Commercial Art
  • Theory of Art
  • Biographical Studies
  • Byzantine Studies
  • Browse content in Classical Studies
  • Classical History
  • Classical Philosophy
  • Classical Mythology
  • Classical Literature
  • Classical Reception
  • Classical Art and Architecture
  • Classical Oratory and Rhetoric
  • Greek and Roman Epigraphy
  • Greek and Roman Law
  • Greek and Roman Papyrology
  • Greek and Roman Archaeology
  • Late Antiquity
  • Religion in the Ancient World
  • Digital Humanities
  • Browse content in History
  • Colonialism and Imperialism
  • Diplomatic History
  • Environmental History
  • Genealogy, Heraldry, Names, and Honours
  • Genocide and Ethnic Cleansing
  • Historical Geography
  • History by Period
  • History of Emotions
  • History of Agriculture
  • History of Education
  • History of Gender and Sexuality
  • Industrial History
  • Intellectual History
  • International History
  • Labour History
  • Legal and Constitutional History
  • Local and Family History
  • Maritime History
  • Military History
  • National Liberation and Post-Colonialism
  • Oral History
  • Political History
  • Public History
  • Regional and National History
  • Revolutions and Rebellions
  • Slavery and Abolition of Slavery
  • Social and Cultural History
  • Theory, Methods, and Historiography
  • Urban History
  • World History
  • Browse content in Language Teaching and Learning
  • Language Learning (Specific Skills)
  • Language Teaching Theory and Methods
  • Browse content in Linguistics
  • Applied Linguistics
  • Cognitive Linguistics
  • Computational Linguistics
  • Forensic Linguistics
  • Grammar, Syntax and Morphology
  • Historical and Diachronic Linguistics
  • History of English
  • Language Acquisition
  • Language Evolution
  • Language Reference
  • Language Variation
  • Language Families
  • Lexicography
  • Linguistic Anthropology
  • Linguistic Theories
  • Linguistic Typology
  • Phonetics and Phonology
  • Psycholinguistics
  • Sociolinguistics
  • Translation and Interpretation
  • Writing Systems
  • Browse content in Literature
  • Bibliography
  • Children's Literature Studies
  • Literary Studies (Asian)
  • Literary Studies (European)
  • Literary Studies (Eco-criticism)
  • Literary Studies (Romanticism)
  • Literary Studies (American)
  • Literary Studies (Modernism)
  • Literary Studies - World
  • Literary Studies (1500 to 1800)
  • Literary Studies (19th Century)
  • Literary Studies (20th Century onwards)
  • Literary Studies (African American Literature)
  • Literary Studies (British and Irish)
  • Literary Studies (Early and Medieval)
  • Literary Studies (Fiction, Novelists, and Prose Writers)
  • Literary Studies (Gender Studies)
  • Literary Studies (Graphic Novels)
  • Literary Studies (History of the Book)
  • Literary Studies (Plays and Playwrights)
  • Literary Studies (Poetry and Poets)
  • Literary Studies (Postcolonial Literature)
  • Literary Studies (Queer Studies)
  • Literary Studies (Science Fiction)
  • Literary Studies (Travel Literature)
  • Literary Studies (War Literature)
  • Literary Studies (Women's Writing)
  • Literary Theory and Cultural Studies
  • Mythology and Folklore
  • Shakespeare Studies and Criticism
  • Browse content in Media Studies
  • Browse content in Music
  • Applied Music
  • Dance and Music
  • Ethics in Music
  • Ethnomusicology
  • Gender and Sexuality in Music
  • Medicine and Music
  • Music Cultures
  • Music and Religion
  • Music and Media
  • Music and Culture
  • Music Education and Pedagogy
  • Music Theory and Analysis
  • Musical Scores, Lyrics, and Libretti
  • Musical Structures, Styles, and Techniques
  • Musicology and Music History
  • Performance Practice and Studies
  • Race and Ethnicity in Music
  • Sound Studies
  • Browse content in Performing Arts
  • Browse content in Philosophy
  • Aesthetics and Philosophy of Art
  • Epistemology
  • Feminist Philosophy
  • History of Western Philosophy
  • Metaphysics
  • Moral Philosophy
  • Non-Western Philosophy
  • Philosophy of Science
  • Philosophy of Language
  • Philosophy of Mind
  • Philosophy of Perception
  • Philosophy of Action
  • Philosophy of Law
  • Philosophy of Religion
  • Philosophy of Mathematics and Logic
  • Practical Ethics
  • Social and Political Philosophy
  • Browse content in Religion
  • Biblical Studies
  • Christianity
  • East Asian Religions
  • History of Religion
  • Judaism and Jewish Studies
  • Qumran Studies
  • Religion and Education
  • Religion and Health
  • Religion and Politics
  • Religion and Science
  • Religion and Law
  • Religion and Art, Literature, and Music
  • Religious Studies
  • Browse content in Society and Culture
  • Cookery, Food, and Drink
  • Cultural Studies
  • Customs and Traditions
  • Ethical Issues and Debates
  • Hobbies, Games, Arts and Crafts
  • Lifestyle, Home, and Garden
  • Natural world, Country Life, and Pets
  • Popular Beliefs and Controversial Knowledge
  • Sports and Outdoor Recreation
  • Technology and Society
  • Travel and Holiday
  • Visual Culture
  • Browse content in Law
  • Arbitration
  • Browse content in Company and Commercial Law
  • Commercial Law
  • Company Law
  • Browse content in Comparative Law
  • Systems of Law
  • Competition Law
  • Browse content in Constitutional and Administrative Law
  • Government Powers
  • Judicial Review
  • Local Government Law
  • Military and Defence Law
  • Parliamentary and Legislative Practice
  • Construction Law
  • Contract Law
  • Browse content in Criminal Law
  • Criminal Procedure
  • Criminal Evidence Law
  • Sentencing and Punishment
  • Employment and Labour Law
  • Environment and Energy Law
  • Browse content in Financial Law
  • Banking Law
  • Insolvency Law
  • History of Law
  • Human Rights and Immigration
  • Intellectual Property Law
  • Browse content in International Law
  • Private International Law and Conflict of Laws
  • Public International Law
  • IT and Communications Law
  • Jurisprudence and Philosophy of Law
  • Law and Politics
  • Law and Society
  • Browse content in Legal System and Practice
  • Courts and Procedure
  • Legal Skills and Practice
  • Primary Sources of Law
  • Regulation of Legal Profession
  • Medical and Healthcare Law
  • Browse content in Policing
  • Criminal Investigation and Detection
  • Police and Security Services
  • Police Procedure and Law
  • Police Regional Planning
  • Browse content in Property Law
  • Personal Property Law
  • Study and Revision
  • Terrorism and National Security Law
  • Browse content in Trusts Law
  • Wills and Probate or Succession
  • Browse content in Medicine and Health
  • Browse content in Allied Health Professions
  • Arts Therapies
  • Clinical Science
  • Dietetics and Nutrition
  • Occupational Therapy
  • Operating Department Practice
  • Physiotherapy
  • Radiography
  • Speech and Language Therapy
  • Browse content in Anaesthetics
  • General Anaesthesia
  • Neuroanaesthesia
  • Browse content in Clinical Medicine
  • Acute Medicine
  • Cardiovascular Medicine
  • Clinical Genetics
  • Clinical Pharmacology and Therapeutics
  • Dermatology
  • Endocrinology and Diabetes
  • Gastroenterology
  • Genito-urinary Medicine
  • Geriatric Medicine
  • Infectious Diseases
  • Medical Toxicology
  • Medical Oncology
  • Pain Medicine
  • Palliative Medicine
  • Rehabilitation Medicine
  • Respiratory Medicine and Pulmonology
  • Rheumatology
  • Sleep Medicine
  • Sports and Exercise Medicine
  • Clinical Neuroscience
  • Community Medical Services
  • Critical Care
  • Emergency Medicine
  • Forensic Medicine
  • Haematology
  • History of Medicine
  • Browse content in Medical Dentistry
  • Oral and Maxillofacial Surgery
  • Paediatric Dentistry
  • Restorative Dentistry and Orthodontics
  • Surgical Dentistry
  • Browse content in Medical Skills
  • Clinical Skills
  • Communication Skills
  • Nursing Skills
  • Surgical Skills
  • Medical Ethics
  • Medical Statistics and Methodology
  • Browse content in Neurology
  • Clinical Neurophysiology
  • Neuropathology
  • Nursing Studies
  • Browse content in Obstetrics and Gynaecology
  • Gynaecology
  • Occupational Medicine
  • Ophthalmology
  • Otolaryngology (ENT)
  • Browse content in Paediatrics
  • Neonatology
  • Browse content in Pathology
  • Chemical Pathology
  • Clinical Cytogenetics and Molecular Genetics
  • Histopathology
  • Medical Microbiology and Virology
  • Patient Education and Information
  • Browse content in Pharmacology
  • Psychopharmacology
  • Browse content in Popular Health
  • Caring for Others
  • Complementary and Alternative Medicine
  • Self-help and Personal Development
  • Browse content in Preclinical Medicine
  • Cell Biology
  • Molecular Biology and Genetics
  • Reproduction, Growth and Development
  • Primary Care
  • Professional Development in Medicine
  • Browse content in Psychiatry
  • Addiction Medicine
  • Child and Adolescent Psychiatry
  • Forensic Psychiatry
  • Learning Disabilities
  • Old Age Psychiatry
  • Psychotherapy
  • Browse content in Public Health and Epidemiology
  • Epidemiology
  • Public Health
  • Browse content in Radiology
  • Clinical Radiology
  • Interventional Radiology
  • Nuclear Medicine
  • Radiation Oncology
  • Reproductive Medicine
  • Browse content in Surgery
  • Cardiothoracic Surgery
  • Gastro-intestinal and Colorectal Surgery
  • General Surgery
  • Neurosurgery
  • Paediatric Surgery
  • Peri-operative Care
  • Plastic and Reconstructive Surgery
  • Surgical Oncology
  • Transplant Surgery
  • Trauma and Orthopaedic Surgery
  • Vascular Surgery
  • Browse content in Science and Mathematics
  • Browse content in Biological Sciences
  • Aquatic Biology
  • Biochemistry
  • Bioinformatics and Computational Biology
  • Developmental Biology
  • Ecology and Conservation
  • Evolutionary Biology
  • Genetics and Genomics
  • Microbiology
  • Molecular and Cell Biology
  • Natural History
  • Plant Sciences and Forestry
  • Research Methods in Life Sciences
  • Structural Biology
  • Systems Biology
  • Zoology and Animal Sciences
  • Browse content in Chemistry
  • Analytical Chemistry
  • Computational Chemistry
  • Crystallography
  • Environmental Chemistry
  • Industrial Chemistry
  • Inorganic Chemistry
  • Materials Chemistry
  • Medicinal Chemistry
  • Mineralogy and Gems
  • Organic Chemistry
  • Physical Chemistry
  • Polymer Chemistry
  • Study and Communication Skills in Chemistry
  • Theoretical Chemistry
  • Browse content in Computer Science
  • Artificial Intelligence
  • Computer Architecture and Logic Design
  • Game Studies
  • Human-Computer Interaction
  • Mathematical Theory of Computation
  • Programming Languages
  • Software Engineering
  • Systems Analysis and Design
  • Virtual Reality
  • Browse content in Computing
  • Business Applications
  • Computer Security
  • Computer Games
  • Computer Networking and Communications
  • Digital Lifestyle
  • Graphical and Digital Media Applications
  • Operating Systems
  • Browse content in Earth Sciences and Geography
  • Atmospheric Sciences
  • Environmental Geography
  • Geology and the Lithosphere
  • Maps and Map-making
  • Meteorology and Climatology
  • Oceanography and Hydrology
  • Palaeontology
  • Physical Geography and Topography
  • Regional Geography
  • Soil Science
  • Urban Geography
  • Browse content in Engineering and Technology
  • Agriculture and Farming
  • Biological Engineering
  • Civil Engineering, Surveying, and Building
  • Electronics and Communications Engineering
  • Energy Technology
  • Engineering (General)
  • Environmental Science, Engineering, and Technology
  • History of Engineering and Technology
  • Mechanical Engineering and Materials
  • Technology of Industrial Chemistry
  • Transport Technology and Trades
  • Browse content in Environmental Science
  • Applied Ecology (Environmental Science)
  • Conservation of the Environment (Environmental Science)
  • Environmental Sustainability
  • Environmentalist Thought and Ideology (Environmental Science)
  • Management of Land and Natural Resources (Environmental Science)
  • Natural Disasters (Environmental Science)
  • Nuclear Issues (Environmental Science)
  • Pollution and Threats to the Environment (Environmental Science)
  • Social Impact of Environmental Issues (Environmental Science)
  • History of Science and Technology
  • Browse content in Materials Science
  • Ceramics and Glasses
  • Composite Materials
  • Metals, Alloying, and Corrosion
  • Nanotechnology
  • Browse content in Mathematics
  • Applied Mathematics
  • Biomathematics and Statistics
  • History of Mathematics
  • Mathematical Education
  • Mathematical Finance
  • Mathematical Analysis
  • Numerical and Computational Mathematics
  • Probability and Statistics
  • Pure Mathematics
  • Browse content in Neuroscience
  • Cognition and Behavioural Neuroscience
  • Development of the Nervous System
  • Disorders of the Nervous System
  • History of Neuroscience
  • Invertebrate Neurobiology
  • Molecular and Cellular Systems
  • Neuroendocrinology and Autonomic Nervous System
  • Neuroscientific Techniques
  • Sensory and Motor Systems
  • Browse content in Physics
  • Astronomy and Astrophysics
  • Atomic, Molecular, and Optical Physics
  • Biological and Medical Physics
  • Classical Mechanics
  • Computational Physics
  • Condensed Matter Physics
  • Electromagnetism, Optics, and Acoustics
  • History of Physics
  • Mathematical and Statistical Physics
  • Measurement Science
  • Nuclear Physics
  • Particles and Fields
  • Plasma Physics
  • Quantum Physics
  • Relativity and Gravitation
  • Semiconductor and Mesoscopic Physics
  • Browse content in Psychology
  • Affective Sciences
  • Clinical Psychology
  • Cognitive Psychology
  • Cognitive Neuroscience
  • Criminal and Forensic Psychology
  • Developmental Psychology
  • Educational Psychology
  • Evolutionary Psychology
  • Health Psychology
  • History and Systems in Psychology
  • Music Psychology
  • Neuropsychology
  • Organizational Psychology
  • Psychological Assessment and Testing
  • Psychology of Human-Technology Interaction
  • Psychology Professional Development and Training
  • Research Methods in Psychology
  • Social Psychology
  • Browse content in Social Sciences
  • Browse content in Anthropology
  • Anthropology of Religion
  • Human Evolution
  • Medical Anthropology
  • Physical Anthropology
  • Regional Anthropology
  • Social and Cultural Anthropology
  • Theory and Practice of Anthropology
  • Browse content in Business and Management
  • Business Strategy
  • Business Ethics
  • Business History
  • Business and Government
  • Business and Technology
  • Business and the Environment
  • Comparative Management
  • Corporate Governance
  • Corporate Social Responsibility
  • Entrepreneurship
  • Health Management
  • Human Resource Management
  • Industrial and Employment Relations
  • Industry Studies
  • Information and Communication Technologies
  • International Business
  • Knowledge Management
  • Management and Management Techniques
  • Operations Management
  • Organizational Theory and Behaviour
  • Pensions and Pension Management
  • Public and Nonprofit Management
  • Strategic Management
  • Supply Chain Management
  • Browse content in Criminology and Criminal Justice
  • Criminal Justice
  • Criminology
  • Forms of Crime
  • International and Comparative Criminology
  • Youth Violence and Juvenile Justice
  • Development Studies
  • Browse content in Economics
  • Agricultural, Environmental, and Natural Resource Economics
  • Asian Economics
  • Behavioural Finance
  • Behavioural Economics and Neuroeconomics
  • Econometrics and Mathematical Economics
  • Economic Systems
  • Economic History
  • Economic Methodology
  • Economic Development and Growth
  • Financial Markets
  • Financial Institutions and Services
  • General Economics and Teaching
  • Health, Education, and Welfare
  • History of Economic Thought
  • International Economics
  • Labour and Demographic Economics
  • Law and Economics
  • Macroeconomics and Monetary Economics
  • Microeconomics
  • Public Economics
  • Urban, Rural, and Regional Economics
  • Welfare Economics
  • Browse content in Education
  • Adult Education and Continuous Learning
  • Care and Counselling of Students
  • Early Childhood and Elementary Education
  • Educational Equipment and Technology
  • Educational Strategies and Policy
  • Higher and Further Education
  • Organization and Management of Education
  • Philosophy and Theory of Education
  • Schools Studies
  • Secondary Education
  • Teaching of a Specific Subject
  • Teaching of Specific Groups and Special Educational Needs
  • Teaching Skills and Techniques
  • Browse content in Environment
  • Applied Ecology (Social Science)
  • Climate Change
  • Conservation of the Environment (Social Science)
  • Environmentalist Thought and Ideology (Social Science)
  • Natural Disasters (Environment)
  • Social Impact of Environmental Issues (Social Science)
  • Browse content in Human Geography
  • Cultural Geography
  • Economic Geography
  • Political Geography
  • Browse content in Interdisciplinary Studies
  • Communication Studies
  • Museums, Libraries, and Information Sciences
  • Browse content in Politics
  • African Politics
  • Asian Politics
  • Chinese Politics
  • Comparative Politics
  • Conflict Politics
  • Elections and Electoral Studies
  • Environmental Politics
  • European Union
  • Foreign Policy
  • Gender and Politics
  • Human Rights and Politics
  • Indian Politics
  • International Relations
  • International Organization (Politics)
  • International Political Economy
  • Irish Politics
  • Latin American Politics
  • Middle Eastern Politics
  • Political Methodology
  • Political Communication
  • Political Philosophy
  • Political Sociology
  • Political Behaviour
  • Political Economy
  • Political Institutions
  • Political Theory
  • Politics and Law
  • Public Administration
  • Public Policy
  • Quantitative Political Methodology
  • Regional Political Studies
  • Russian Politics
  • Security Studies
  • State and Local Government
  • UK Politics
  • US Politics
  • Browse content in Regional and Area Studies
  • African Studies
  • Asian Studies
  • East Asian Studies
  • Japanese Studies
  • Latin American Studies
  • Middle Eastern Studies
  • Native American Studies
  • Scottish Studies
  • Browse content in Research and Information
  • Research Methods
  • Browse content in Social Work
  • Addictions and Substance Misuse
  • Adoption and Fostering
  • Care of the Elderly
  • Child and Adolescent Social Work
  • Couple and Family Social Work
  • Developmental and Physical Disabilities Social Work
  • Direct Practice and Clinical Social Work
  • Emergency Services
  • Human Behaviour and the Social Environment
  • International and Global Issues in Social Work
  • Mental and Behavioural Health
  • Social Justice and Human Rights
  • Social Policy and Advocacy
  • Social Work and Crime and Justice
  • Social Work Macro Practice
  • Social Work Practice Settings
  • Social Work Research and Evidence-based Practice
  • Welfare and Benefit Systems
  • Browse content in Sociology
  • Childhood Studies
  • Community Development
  • Comparative and Historical Sociology
  • Economic Sociology
  • Gender and Sexuality
  • Gerontology and Ageing
  • Health, Illness, and Medicine
  • Marriage and the Family
  • Migration Studies
  • Occupations, Professions, and Work
  • Organizations
  • Population and Demography
  • Race and Ethnicity
  • Social Theory
  • Social Movements and Social Change
  • Social Research and Statistics
  • Social Stratification, Inequality, and Mobility
  • Sociology of Religion
  • Sociology of Education
  • Sport and Leisure
  • Urban and Rural Studies
  • Browse content in Warfare and Defence
  • Defence Strategy, Planning, and Research
  • Land Forces and Warfare
  • Military Administration
  • Military Life and Institutions
  • Naval Forces and Warfare
  • Other Warfare and Defence Issues
  • Peace Studies and Conflict Resolution
  • Weapons and Equipment

Music Education Research: An Introduction

  • < Previous chapter
  • Next chapter >

Music Education Research: An Introduction

3 Conducting a Review of Related Literature

  • Published: February 2023
  • Cite Icon Cite
  • Permissions Icon Permissions

This chapter explores approaches for reviewing and synthesizing research literature. Authors conduct reviews of literature in order to provide a context within which to place their study. A literature review can provide background information necessary for a reader to understand a study. Furthermore, syntheses of findings from related literature will reveal what is known about a topic and allow researchers to identify the gaps or weaknesses in the knowledge base, which can help to establish a rationale for a study. Quantitative, qualitative, and action research studies always include a review of related literature; historical and philosophical studies may not. Modern search engines make finding related literature easy but correspondingly difficult in that they return so many possibilities that it can take considerable time and effort to sort through and identify the most relevant sources. Using a reference management system can save many hours of labor in organizing and formatting references. Organizing information under various headings based on important elements of a study will help the reader understand how previous studies are related to the current study. A literature review should also entail critique; researchers are expected to point out weaknesses in data collection or analysis or discrepancies among various findings. Most important, a researcher must demonstrate how previous research is connected to their own. Perhaps they are attempting to fill in gaps in the literature, extend previous findings, or contradict prevailing notions.

Signed in as

Institutional accounts.

  • Google Scholar Indexing
  • GoogleCrawler [DO NOT DELETE]

Personal account

  • Sign in with email/username & password
  • Get email alerts
  • Save searches
  • Purchase content
  • Activate your purchase/trial code

Institutional access

  • Sign in with a library card Sign in with username/password Recommend to your librarian
  • Institutional account management
  • Get help with access

Access to content on Oxford Academic is often provided through institutional subscriptions and purchases. If you are a member of an institution with an active account, you may be able to access content in one of the following ways:

IP based access

Typically, access is provided across an institutional network to a range of IP addresses. This authentication occurs automatically, and it is not possible to sign out of an IP authenticated account.

Sign in through your institution

Choose this option to get remote access when outside your institution. Shibboleth/Open Athens technology is used to provide single sign-on between your institution’s website and Oxford Academic.

  • Click Sign in through your institution.
  • Select your institution from the list provided, which will take you to your institution's website to sign in.
  • When on the institution site, please use the credentials provided by your institution. Do not use an Oxford Academic personal account.
  • Following successful sign in, you will be returned to Oxford Academic.

If your institution is not listed or you cannot sign in to your institution’s website, please contact your librarian or administrator.

Sign in with a library card

Enter your library card number to sign in. If you cannot sign in, please contact your librarian.

Society Members

Society member access to a journal is achieved in one of the following ways:

Sign in through society site

Many societies offer single sign-on between the society website and Oxford Academic. If you see ‘Sign in through society site’ in the sign in pane within a journal:

  • Click Sign in through society site.
  • When on the society site, please use the credentials provided by that society. Do not use an Oxford Academic personal account.

If you do not have a society account or have forgotten your username or password, please contact your society.

Sign in using a personal account

Some societies use Oxford Academic personal accounts to provide access to their members. See below.

A personal account can be used to get email alerts, save searches, purchase content, and activate subscriptions.

Some societies use Oxford Academic personal accounts to provide access to their members.

Viewing your signed in accounts

Click the account icon in the top right to:

  • View your signed in personal account and access account management features.
  • View the institutional accounts that are providing access.

Signed in but can't access content

Oxford Academic is home to a wide variety of products. The institutional subscription may not cover the content that you are trying to access. If you believe you should have access to that content, please contact your librarian.

For librarians and administrators, your personal account also provides access to institutional account management. Here you will find options to view and activate subscriptions, manage institutional settings and access options, access usage statistics, and more.

Our books are available by subscription or purchase to libraries and institutions.

  • About Oxford Academic
  • Publish journals with us
  • University press partners
  • What we publish
  • New features  
  • Open access
  • Rights and permissions
  • Accessibility
  • Advertising
  • Media enquiries
  • Oxford University Press
  • Oxford Languages
  • University of Oxford

Oxford University Press is a department of the University of Oxford. It furthers the University's objective of excellence in research, scholarship, and education by publishing worldwide

  • Copyright © 2024 Oxford University Press
  • Cookie settings
  • Cookie policy
  • Privacy policy
  • Legal notice

This Feature Is Available To Subscribers Only

Sign In or Create an Account

This PDF is available to Subscribers Only

For full access to this pdf, sign in to an existing account, or purchase an annual subscription.

  • USC Libraries
  • Research Guides

Organizing Your Social Sciences Research Paper

  • 5. The Literature Review
  • Purpose of Guide
  • Design Flaws to Avoid
  • Independent and Dependent Variables
  • Glossary of Research Terms
  • Reading Research Effectively
  • Narrowing a Topic Idea
  • Broadening a Topic Idea
  • Extending the Timeliness of a Topic Idea
  • Academic Writing Style
  • Applying Critical Thinking
  • Choosing a Title
  • Making an Outline
  • Paragraph Development
  • Research Process Video Series
  • Executive Summary
  • The C.A.R.S. Model
  • Background Information
  • The Research Problem/Question
  • Theoretical Framework
  • Citation Tracking
  • Content Alert Services
  • Evaluating Sources
  • Primary Sources
  • Secondary Sources
  • Tiertiary Sources
  • Scholarly vs. Popular Publications
  • Qualitative Methods
  • Quantitative Methods
  • Insiderness
  • Using Non-Textual Elements
  • Limitations of the Study
  • Common Grammar Mistakes
  • Writing Concisely
  • Avoiding Plagiarism
  • Footnotes or Endnotes?
  • Further Readings
  • Generative AI and Writing
  • USC Libraries Tutorials and Other Guides
  • Bibliography

A literature review surveys prior research published in books, scholarly articles, and any other sources relevant to a particular issue, area of research, or theory, and by so doing, provides a description, summary, and critical evaluation of these works in relation to the research problem being investigated. Literature reviews are designed to provide an overview of sources you have used in researching a particular topic and to demonstrate to your readers how your research fits within existing scholarship about the topic.

Fink, Arlene. Conducting Research Literature Reviews: From the Internet to Paper . Fourth edition. Thousand Oaks, CA: SAGE, 2014.

Importance of a Good Literature Review

A literature review may consist of simply a summary of key sources, but in the social sciences, a literature review usually has an organizational pattern and combines both summary and synthesis, often within specific conceptual categories . A summary is a recap of the important information of the source, but a synthesis is a re-organization, or a reshuffling, of that information in a way that informs how you are planning to investigate a research problem. The analytical features of a literature review might:

  • Give a new interpretation of old material or combine new with old interpretations,
  • Trace the intellectual progression of the field, including major debates,
  • Depending on the situation, evaluate the sources and advise the reader on the most pertinent or relevant research, or
  • Usually in the conclusion of a literature review, identify where gaps exist in how a problem has been researched to date.

Given this, the purpose of a literature review is to:

  • Place each work in the context of its contribution to understanding the research problem being studied.
  • Describe the relationship of each work to the others under consideration.
  • Identify new ways to interpret prior research.
  • Reveal any gaps that exist in the literature.
  • Resolve conflicts amongst seemingly contradictory previous studies.
  • Identify areas of prior scholarship to prevent duplication of effort.
  • Point the way in fulfilling a need for additional research.
  • Locate your own research within the context of existing literature [very important].

Fink, Arlene. Conducting Research Literature Reviews: From the Internet to Paper. 2nd ed. Thousand Oaks, CA: Sage, 2005; Hart, Chris. Doing a Literature Review: Releasing the Social Science Research Imagination . Thousand Oaks, CA: Sage Publications, 1998; Jesson, Jill. Doing Your Literature Review: Traditional and Systematic Techniques . Los Angeles, CA: SAGE, 2011; Knopf, Jeffrey W. "Doing a Literature Review." PS: Political Science and Politics 39 (January 2006): 127-132; Ridley, Diana. The Literature Review: A Step-by-Step Guide for Students . 2nd ed. Los Angeles, CA: SAGE, 2012.

Types of Literature Reviews

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 primary studies. Third, there are the perceptions, conclusions, opinion, and interpretations that are shared informally among scholars that become part of the body of epistemological traditions within the 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 a number of approaches you could adopt depending upon the type of analysis underpinning your study.

Argumentative Review This form examines literature selectively in order to support or refute an argument, deeply embedded 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 make summary claims of the sort found in systematic reviews [see below].

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 or research problems. A well-done integrative review meets the same standards as primary research in regard to clarity, rigor, and replication. This is the most common form of review in the social sciences.

Historical Review Few things rest in isolation from historical precedent. Historical literature reviews focus 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 [findings], but how they came about saying what they say [method of analysis]. Reviewing methods of analysis provides a framework of understanding at different levels [i.e. those of theory, substantive fields, research approaches, and data collection and analysis techniques], how researchers draw upon 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. This approach helps highlight ethical issues which you should be aware of and consider as you go through your own 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 analyze data from the studies that are included in the review. The goal is to deliberately document, critically evaluate, and summarize scientifically all of the research about a clearly defined research problem . 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?" This type of literature review is primarily applied to examining prior research studies in clinical medicine and allied health fields, but it is increasingly being used in the social sciences.

Theoretical Review The purpose of this form is to examine the corpus of theory that has accumulated in regard to an issue, concept, theory, phenomena. The theoretical literature review helps to 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.

NOTE : Most often the literature review will incorporate some combination of types. For example, a review that examines literature supporting or refuting an argument, assumption, or philosophical problem related to the research problem will also need to include writing supported by sources that establish the history of these arguments in the literature.

Baumeister, Roy F. and Mark R. Leary. "Writing Narrative Literature Reviews."  Review of General Psychology 1 (September 1997): 311-320; Mark R. Fink, Arlene. Conducting Research Literature Reviews: From the Internet to Paper . 2nd ed. Thousand Oaks, CA: Sage, 2005; Hart, Chris. Doing a Literature Review: Releasing the Social Science Research Imagination . Thousand Oaks, CA: Sage Publications, 1998; Kennedy, Mary M. "Defining a Literature." Educational Researcher 36 (April 2007): 139-147; Petticrew, Mark and Helen Roberts. Systematic Reviews in the Social Sciences: A Practical Guide . Malden, MA: Blackwell Publishers, 2006; Torracro, Richard. "Writing Integrative Literature Reviews: Guidelines and Examples." Human Resource Development Review 4 (September 2005): 356-367; Rocco, Tonette S. and Maria S. Plakhotnik. "Literature Reviews, Conceptual Frameworks, and Theoretical Frameworks: Terms, Functions, and Distinctions." Human Ressource Development Review 8 (March 2008): 120-130; Sutton, Anthea. Systematic Approaches to a Successful Literature Review . Los Angeles, CA: Sage Publications, 2016.

Structure and Writing Style

I.  Thinking About Your Literature Review

The structure of a literature review should include the following in support of understanding the research problem :

  • An overview of the subject, issue, or theory under consideration, along with the objectives of the literature review,
  • Division of works under review into themes or categories [e.g. works that support a particular position, those against, and those offering alternative approaches entirely],
  • An explanation of how each work is similar to and how it varies from the others,
  • Conclusions as to which pieces are best considered in their argument, are most convincing of their opinions, and make the greatest contribution to the understanding and development of their area of research.

The critical evaluation of each work should consider :

  • Provenance -- what are the author's credentials? Are the author's arguments supported by evidence [e.g. primary historical material, case studies, narratives, statistics, recent scientific findings]?
  • Methodology -- were the techniques used to identify, gather, and analyze the data appropriate to addressing the research problem? Was the sample size appropriate? Were the results effectively interpreted and reported?
  • Objectivity -- is the author's perspective even-handed or prejudicial? Is contrary data considered or is certain pertinent information ignored to prove the author's point?
  • Persuasiveness -- which of the author's theses are most convincing or least convincing?
  • Validity -- are the author's arguments and conclusions convincing? Does the work ultimately contribute in any significant way to an understanding of the subject?

II.  Development of the Literature Review

Four Basic Stages of Writing 1.  Problem formulation -- which topic or field is being examined and what are its component issues? 2.  Literature search -- finding materials relevant to the subject being explored. 3.  Data evaluation -- determining which literature makes a significant contribution to the understanding of the topic. 4.  Analysis and interpretation -- discussing the findings and conclusions of pertinent literature.

Consider the following issues before writing the literature review: Clarify If your assignment is not specific about what form your literature review should take, seek clarification from your professor by asking these questions: 1.  Roughly how many sources would be appropriate to include? 2.  What types of sources should I review (books, journal articles, websites; scholarly versus popular sources)? 3.  Should I summarize, synthesize, or critique sources by discussing a common theme or issue? 4.  Should I evaluate the sources in any way beyond evaluating how they relate to understanding the research problem? 5.  Should I provide subheadings and other background information, such as definitions and/or a history? Find Models Use the exercise of reviewing the literature to examine how authors in your discipline or area of interest have composed their literature review sections. Read them to get a sense of the types of themes you might want to look for in your own research or to identify ways to organize your final review. The bibliography or reference section of sources you've already read, such as required readings in the course syllabus, are also excellent entry points into your own research. Narrow the Topic The narrower your topic, the easier it will be to limit the number of sources you need to read in order to obtain a good survey of relevant resources. Your professor will probably not expect you to read everything that's available about the topic, but you'll make the act of reviewing easier if you first limit scope of the research problem. A good strategy is to begin by searching the USC Libraries Catalog for recent books about the topic and review the table of contents for chapters that focuses on specific issues. You can also review the indexes of books to find references to specific issues that can serve as the focus of your research. For example, a book surveying the history of the Israeli-Palestinian conflict may include a chapter on the role Egypt has played in mediating the conflict, or look in the index for the pages where Egypt is mentioned in the text. Consider Whether Your Sources are Current Some disciplines require that you use information that is as current as possible. This is particularly true in disciplines in medicine and the sciences where research conducted becomes obsolete very quickly as new discoveries are made. However, when writing a review in the social sciences, a survey of the history of the literature may be required. In other words, a complete understanding the research problem requires you to deliberately examine how knowledge and perspectives have changed over time. Sort through other current bibliographies or literature reviews in the field to get a sense of what your discipline expects. You can also use this method to explore what is considered by scholars to be a "hot topic" and what is not.

III.  Ways to Organize Your Literature Review

Chronology of Events If your review follows the chronological method, you could write about the materials according to when they were published. This approach should only be followed if a clear path of research building on previous research can be identified and that these trends follow a clear chronological order of development. For example, a literature review that focuses on continuing research about the emergence of German economic power after the fall of the Soviet Union. By Publication Order your sources by publication chronology, then, only if the order demonstrates a more important trend. For instance, you could order a review of literature on environmental studies of brown fields if the progression revealed, for example, a change in the soil collection practices of the researchers who wrote and/or conducted the studies. Thematic [“conceptual categories”] A thematic literature review is the most common approach to summarizing prior research in the social and behavioral sciences. Thematic reviews are organized around a topic or issue, rather than the progression of time, although the progression of time may still be incorporated into a thematic review. For example, a review of the Internet’s impact on American presidential politics could focus on the development of online political satire. While the study focuses on one topic, the Internet’s impact on American presidential politics, it would still be organized chronologically reflecting technological developments in media. The difference in this example between a "chronological" and a "thematic" approach is what is emphasized the most: themes related to the role of the Internet in presidential politics. Note that more authentic thematic reviews tend to break away from chronological order. A review organized in this manner would shift between time periods within each section according to the point being made. Methodological A methodological approach focuses on the methods utilized by the researcher. For the Internet in American presidential politics project, one methodological approach would be to look at cultural differences between the portrayal of American presidents on American, British, and French websites. Or the review might focus on the fundraising impact of the Internet on a particular political party. A methodological scope will influence either the types of documents in the review or the way in which these documents are discussed.

Other Sections of Your Literature Review Once you've decided on the organizational method for your literature review, the sections you need to include in the paper should be easy to figure out because they arise from your organizational strategy. In other words, a chronological review would have subsections for each vital time period; a thematic review would have subtopics based upon factors that relate to the theme or issue. However, sometimes you may need to add additional sections that are necessary for your study, but do not fit in the organizational strategy of the body. What other sections you include in the body is up to you. However, only include what is necessary for the reader to locate your study within the larger scholarship about the research problem.

Here are examples of other sections, usually in the form of a single paragraph, you may need to include depending on the type of review you write:

  • Current Situation : Information necessary to understand the current topic or focus of the literature review.
  • Sources Used : Describes the methods and resources [e.g., databases] you used to identify the literature you reviewed.
  • History : The chronological progression of the field, the research literature, or an idea that is necessary to understand the literature review, if the body of the literature review is not already a chronology.
  • Selection Methods : Criteria you used to select (and perhaps exclude) sources in your literature review. For instance, you might explain that your review includes only peer-reviewed [i.e., scholarly] sources.
  • Standards : Description of the way in which you present your information.
  • Questions for Further Research : What questions about the field has the review sparked? How will you further your research as a result of the review?

IV.  Writing Your Literature Review

Once you've settled on how to organize your literature review, you're ready to write each section. When writing your review, keep in mind these issues.

Use Evidence A literature review section is, in this sense, just like any other academic research paper. Your interpretation of the available sources must be backed up with evidence [citations] that demonstrates that what you are saying is valid. Be Selective Select only the most important points in each source to highlight in the review. The type of information you choose to mention should relate directly to the research problem, whether it is thematic, methodological, or chronological. Related items that provide additional information, but that are not key to understanding the research problem, can be included in a list of further readings . Use Quotes Sparingly Some short quotes are appropriate if you want to emphasize a point, or if what an author stated cannot be easily paraphrased. Sometimes you may need to quote certain terminology that was coined by the author, is not common knowledge, or taken directly from the study. Do not use extensive quotes as a substitute for using your own words in reviewing the literature. Summarize and Synthesize Remember to summarize and synthesize your sources within each thematic paragraph as well as throughout the review. Recapitulate important features of a research study, but then synthesize it by rephrasing the study's significance and relating it to your own work and the work of others. Keep Your Own Voice While the literature review presents others' ideas, your voice [the writer's] should remain front and center. For example, weave references to other sources into what you are writing but maintain your own voice by starting and ending the paragraph with your own ideas and wording. Use Caution When Paraphrasing When paraphrasing a source that is not your own, be sure to represent the author's information or opinions accurately and in your own words. Even when paraphrasing an author’s work, you still must provide a citation to that work.

V.  Common Mistakes to Avoid

These are the most common mistakes made in reviewing social science research literature.

  • Sources in your literature review do not clearly relate to the research problem;
  • You do not take sufficient time to define and identify the most relevant sources to use in the literature review related to the research problem;
  • Relies exclusively on secondary analytical sources rather than including relevant primary research studies or data;
  • Uncritically accepts another researcher's findings and interpretations as valid, rather than examining critically all aspects of the research design and analysis;
  • Does not describe the search procedures that were used in identifying the literature to review;
  • Reports isolated statistical results rather than synthesizing them in chi-squared or meta-analytic methods; and,
  • Only includes research that validates assumptions and does not consider contrary findings and alternative interpretations found in the literature.

Cook, Kathleen E. and Elise Murowchick. “Do Literature Review Skills Transfer from One Course to Another?” Psychology Learning and Teaching 13 (March 2014): 3-11; Fink, Arlene. Conducting Research Literature Reviews: From the Internet to Paper . 2nd ed. Thousand Oaks, CA: Sage, 2005; Hart, Chris. Doing a Literature Review: Releasing the Social Science Research Imagination . Thousand Oaks, CA: Sage Publications, 1998; Jesson, Jill. Doing Your Literature Review: Traditional and Systematic Techniques . London: SAGE, 2011; Literature Review Handout. Online Writing Center. Liberty University; Literature Reviews. The Writing Center. University of North Carolina; Onwuegbuzie, Anthony J. and Rebecca Frels. Seven Steps to a Comprehensive Literature Review: A Multimodal and Cultural Approach . Los Angeles, CA: SAGE, 2016; Ridley, Diana. The Literature Review: A Step-by-Step Guide for Students . 2nd ed. Los Angeles, CA: SAGE, 2012; Randolph, Justus J. “A Guide to Writing the Dissertation Literature Review." Practical Assessment, Research, and Evaluation. vol. 14, June 2009; Sutton, Anthea. Systematic Approaches to a Successful Literature Review . Los Angeles, CA: Sage Publications, 2016; Taylor, Dena. The Literature Review: A Few Tips On Conducting It. University College Writing Centre. University of Toronto; Writing a Literature Review. Academic Skills Centre. University of Canberra.

Writing Tip

Break Out of Your Disciplinary Box!

Thinking interdisciplinarily about a research problem can be a rewarding exercise in applying new ideas, theories, or concepts to an old problem. For example, what might cultural anthropologists say about the continuing conflict in the Middle East? In what ways might geographers view the need for better distribution of social service agencies in large cities than how social workers might study the issue? You don’t want to substitute a thorough review of core research literature in your discipline for studies conducted in other fields of study. However, particularly in the social sciences, thinking about research problems from multiple vectors is a key strategy for finding new solutions to a problem or gaining a new perspective. Consult with a librarian about identifying research databases in other disciplines; almost every field of study has at least one comprehensive database devoted to indexing its research literature.

Frodeman, Robert. The Oxford Handbook of Interdisciplinarity . New York: Oxford University Press, 2010.

Another Writing Tip

Don't Just Review for Content!

While conducting a review of the literature, maximize the time you devote to writing this part of your paper by thinking broadly about what you should be looking for and evaluating. Review not just what scholars are saying, but how are they saying it. Some questions to ask:

  • How are they organizing their ideas?
  • What methods have they used to study the problem?
  • What theories have been used to explain, predict, or understand their research problem?
  • What sources have they cited to support their conclusions?
  • How have they used non-textual elements [e.g., charts, graphs, figures, etc.] to illustrate key points?

When you begin to write your literature review section, you'll be glad you dug deeper into how the research was designed and constructed because it establishes a means for developing more substantial analysis and interpretation of the research problem.

Hart, Chris. Doing a Literature Review: Releasing the Social Science Research Imagination . Thousand Oaks, CA: Sage Publications, 1 998.

Yet Another Writing Tip

When Do I Know I Can Stop Looking and Move On?

Here are several strategies you can utilize to assess whether you've thoroughly reviewed the literature:

  • Look for repeating patterns in the research findings . If the same thing is being said, just by different people, then this likely demonstrates that the research problem has hit a conceptual dead end. At this point consider: Does your study extend current research?  Does it forge a new path? Or, does is merely add more of the same thing being said?
  • Look at sources the authors cite to in their work . If you begin to see the same researchers cited again and again, then this is often an indication that no new ideas have been generated to address the research problem.
  • Search Google Scholar to identify who has subsequently cited leading scholars already identified in your literature review [see next sub-tab]. This is called citation tracking and there are a number of sources that can help you identify who has cited whom, particularly scholars from outside of your discipline. Here again, if the same authors are being cited again and again, this may indicate no new literature has been written on the topic.

Onwuegbuzie, Anthony J. and Rebecca Frels. Seven Steps to a Comprehensive Literature Review: A Multimodal and Cultural Approach . Los Angeles, CA: Sage, 2016; Sutton, Anthea. Systematic Approaches to a Successful Literature Review . Los Angeles, CA: Sage Publications, 2016.

  • << Previous: Theoretical Framework
  • Next: Citation Tracking >>
  • Last Updated: Apr 15, 2024 11:22 AM
  • URL: https://libguides.usc.edu/writingguide

U.S. flag

An official website of the United States government

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

The site is secure. The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely.

  • Publications
  • Account settings

Preview improvements coming to the PMC website in October 2024. Learn More or Try it out now .

  • Advanced Search
  • Journal List
  • PLoS Comput Biol
  • v.9(7); 2013 Jul

Logo of ploscomp

Ten Simple Rules for Writing a Literature Review

Marco pautasso.

1 Centre for Functional and Evolutionary Ecology (CEFE), CNRS, Montpellier, France

2 Centre for Biodiversity Synthesis and Analysis (CESAB), FRB, Aix-en-Provence, France

Literature reviews are in great demand in most scientific fields. Their need stems from the ever-increasing output of scientific publications [1] . For example, compared to 1991, in 2008 three, eight, and forty times more papers were indexed in Web of Science on malaria, obesity, and biodiversity, respectively [2] . Given such mountains of papers, scientists cannot be expected to examine in detail every single new paper relevant to their interests [3] . Thus, it is both advantageous and necessary to rely on regular summaries of the recent literature. Although recognition for scientists mainly comes from primary research, timely literature reviews can lead to new synthetic insights and are often widely read [4] . For such summaries to be useful, however, they need to be compiled in a professional way [5] .

When starting from scratch, reviewing the literature can require a titanic amount of work. That is why researchers who have spent their career working on a certain research issue are in a perfect position to review that literature. Some graduate schools are now offering courses in reviewing the literature, given that most research students start their project by producing an overview of what has already been done on their research issue [6] . However, it is likely that most scientists have not thought in detail about how to approach and carry out a literature review.

Reviewing the literature requires the ability to juggle multiple tasks, from finding and evaluating relevant material to synthesising information from various sources, from critical thinking to paraphrasing, evaluating, and citation skills [7] . In this contribution, I share ten simple rules I learned working on about 25 literature reviews as a PhD and postdoctoral student. Ideas and insights also come from discussions with coauthors and colleagues, as well as feedback from reviewers and editors.

Rule 1: Define a Topic and Audience

How to choose which topic to review? There are so many issues in contemporary science that you could spend a lifetime of attending conferences and reading the literature just pondering what to review. On the one hand, if you take several years to choose, several other people may have had the same idea in the meantime. On the other hand, only a well-considered topic is likely to lead to a brilliant literature review [8] . The topic must at least be:

  • interesting to you (ideally, you should have come across a series of recent papers related to your line of work that call for a critical summary),
  • an important aspect of the field (so that many readers will be interested in the review and there will be enough material to write it), and
  • a well-defined issue (otherwise you could potentially include thousands of publications, which would make the review unhelpful).

Ideas for potential reviews may come from papers providing lists of key research questions to be answered [9] , but also from serendipitous moments during desultory reading and discussions. In addition to choosing your topic, you should also select a target audience. In many cases, the topic (e.g., web services in computational biology) will automatically define an audience (e.g., computational biologists), but that same topic may also be of interest to neighbouring fields (e.g., computer science, biology, etc.).

Rule 2: Search and Re-search the Literature

After having chosen your topic and audience, start by checking the literature and downloading relevant papers. Five pieces of advice here:

  • keep track of the search items you use (so that your search can be replicated [10] ),
  • keep a list of papers whose pdfs you cannot access immediately (so as to retrieve them later with alternative strategies),
  • use a paper management system (e.g., Mendeley, Papers, Qiqqa, Sente),
  • define early in the process some criteria for exclusion of irrelevant papers (these criteria can then be described in the review to help define its scope), and
  • do not just look for research papers in the area you wish to review, but also seek previous reviews.

The chances are high that someone will already have published a literature review ( Figure 1 ), if not exactly on the issue you are planning to tackle, at least on a related topic. If there are already a few or several reviews of the literature on your issue, my advice is not to give up, but to carry on with your own literature review,

An external file that holds a picture, illustration, etc.
Object name is pcbi.1003149.g001.jpg

The bottom-right situation (many literature reviews but few research papers) is not just a theoretical situation; it applies, for example, to the study of the impacts of climate change on plant diseases, where there appear to be more literature reviews than research studies [33] .

  • discussing in your review the approaches, limitations, and conclusions of past reviews,
  • trying to find a new angle that has not been covered adequately in the previous reviews, and
  • incorporating new material that has inevitably accumulated since their appearance.

When searching the literature for pertinent papers and reviews, the usual rules apply:

  • be thorough,
  • use different keywords and database sources (e.g., DBLP, Google Scholar, ISI Proceedings, JSTOR Search, Medline, Scopus, Web of Science), and
  • look at who has cited past relevant papers and book chapters.

Rule 3: Take Notes While Reading

If you read the papers first, and only afterwards start writing the review, you will need a very good memory to remember who wrote what, and what your impressions and associations were while reading each single paper. My advice is, while reading, to start writing down interesting pieces of information, insights about how to organize the review, and thoughts on what to write. This way, by the time you have read the literature you selected, you will already have a rough draft of the review.

Of course, this draft will still need much rewriting, restructuring, and rethinking to obtain a text with a coherent argument [11] , but you will have avoided the danger posed by staring at a blank document. Be careful when taking notes to use quotation marks if you are provisionally copying verbatim from the literature. It is advisable then to reformulate such quotes with your own words in the final draft. It is important to be careful in noting the references already at this stage, so as to avoid misattributions. Using referencing software from the very beginning of your endeavour will save you time.

Rule 4: Choose the Type of Review You Wish to Write

After having taken notes while reading the literature, you will have a rough idea of the amount of material available for the review. This is probably a good time to decide whether to go for a mini- or a full review. Some journals are now favouring the publication of rather short reviews focusing on the last few years, with a limit on the number of words and citations. A mini-review is not necessarily a minor review: it may well attract more attention from busy readers, although it will inevitably simplify some issues and leave out some relevant material due to space limitations. A full review will have the advantage of more freedom to cover in detail the complexities of a particular scientific development, but may then be left in the pile of the very important papers “to be read” by readers with little time to spare for major monographs.

There is probably a continuum between mini- and full reviews. The same point applies to the dichotomy of descriptive vs. integrative reviews. While descriptive reviews focus on the methodology, findings, and interpretation of each reviewed study, integrative reviews attempt to find common ideas and concepts from the reviewed material [12] . A similar distinction exists between narrative and systematic reviews: while narrative reviews are qualitative, systematic reviews attempt to test a hypothesis based on the published evidence, which is gathered using a predefined protocol to reduce bias [13] , [14] . When systematic reviews analyse quantitative results in a quantitative way, they become meta-analyses. The choice between different review types will have to be made on a case-by-case basis, depending not just on the nature of the material found and the preferences of the target journal(s), but also on the time available to write the review and the number of coauthors [15] .

Rule 5: Keep the Review Focused, but Make It of Broad Interest

Whether your plan is to write a mini- or a full review, it is good advice to keep it focused 16 , 17 . Including material just for the sake of it can easily lead to reviews that are trying to do too many things at once. The need to keep a review focused can be problematic for interdisciplinary reviews, where the aim is to bridge the gap between fields [18] . If you are writing a review on, for example, how epidemiological approaches are used in modelling the spread of ideas, you may be inclined to include material from both parent fields, epidemiology and the study of cultural diffusion. This may be necessary to some extent, but in this case a focused review would only deal in detail with those studies at the interface between epidemiology and the spread of ideas.

While focus is an important feature of a successful review, this requirement has to be balanced with the need to make the review relevant to a broad audience. This square may be circled by discussing the wider implications of the reviewed topic for other disciplines.

Rule 6: Be Critical and Consistent

Reviewing the literature is not stamp collecting. A good review does not just summarize the literature, but discusses it critically, identifies methodological problems, and points out research gaps [19] . After having read a review of the literature, a reader should have a rough idea of:

  • the major achievements in the reviewed field,
  • the main areas of debate, and
  • the outstanding research questions.

It is challenging to achieve a successful review on all these fronts. A solution can be to involve a set of complementary coauthors: some people are excellent at mapping what has been achieved, some others are very good at identifying dark clouds on the horizon, and some have instead a knack at predicting where solutions are going to come from. If your journal club has exactly this sort of team, then you should definitely write a review of the literature! In addition to critical thinking, a literature review needs consistency, for example in the choice of passive vs. active voice and present vs. past tense.

Rule 7: Find a Logical Structure

Like a well-baked cake, a good review has a number of telling features: it is worth the reader's time, timely, systematic, well written, focused, and critical. It also needs a good structure. With reviews, the usual subdivision of research papers into introduction, methods, results, and discussion does not work or is rarely used. However, a general introduction of the context and, toward the end, a recapitulation of the main points covered and take-home messages make sense also in the case of reviews. For systematic reviews, there is a trend towards including information about how the literature was searched (database, keywords, time limits) [20] .

How can you organize the flow of the main body of the review so that the reader will be drawn into and guided through it? It is generally helpful to draw a conceptual scheme of the review, e.g., with mind-mapping techniques. Such diagrams can help recognize a logical way to order and link the various sections of a review [21] . This is the case not just at the writing stage, but also for readers if the diagram is included in the review as a figure. A careful selection of diagrams and figures relevant to the reviewed topic can be very helpful to structure the text too [22] .

Rule 8: Make Use of Feedback

Reviews of the literature are normally peer-reviewed in the same way as research papers, and rightly so [23] . As a rule, incorporating feedback from reviewers greatly helps improve a review draft. Having read the review with a fresh mind, reviewers may spot inaccuracies, inconsistencies, and ambiguities that had not been noticed by the writers due to rereading the typescript too many times. It is however advisable to reread the draft one more time before submission, as a last-minute correction of typos, leaps, and muddled sentences may enable the reviewers to focus on providing advice on the content rather than the form.

Feedback is vital to writing a good review, and should be sought from a variety of colleagues, so as to obtain a diversity of views on the draft. This may lead in some cases to conflicting views on the merits of the paper, and on how to improve it, but such a situation is better than the absence of feedback. A diversity of feedback perspectives on a literature review can help identify where the consensus view stands in the landscape of the current scientific understanding of an issue [24] .

Rule 9: Include Your Own Relevant Research, but Be Objective

In many cases, reviewers of the literature will have published studies relevant to the review they are writing. This could create a conflict of interest: how can reviewers report objectively on their own work [25] ? Some scientists may be overly enthusiastic about what they have published, and thus risk giving too much importance to their own findings in the review. However, bias could also occur in the other direction: some scientists may be unduly dismissive of their own achievements, so that they will tend to downplay their contribution (if any) to a field when reviewing it.

In general, a review of the literature should neither be a public relations brochure nor an exercise in competitive self-denial. If a reviewer is up to the job of producing a well-organized and methodical review, which flows well and provides a service to the readership, then it should be possible to be objective in reviewing one's own relevant findings. In reviews written by multiple authors, this may be achieved by assigning the review of the results of a coauthor to different coauthors.

Rule 10: Be Up-to-Date, but Do Not Forget Older Studies

Given the progressive acceleration in the publication of scientific papers, today's reviews of the literature need awareness not just of the overall direction and achievements of a field of inquiry, but also of the latest studies, so as not to become out-of-date before they have been published. Ideally, a literature review should not identify as a major research gap an issue that has just been addressed in a series of papers in press (the same applies, of course, to older, overlooked studies (“sleeping beauties” [26] )). This implies that literature reviewers would do well to keep an eye on electronic lists of papers in press, given that it can take months before these appear in scientific databases. Some reviews declare that they have scanned the literature up to a certain point in time, but given that peer review can be a rather lengthy process, a full search for newly appeared literature at the revision stage may be worthwhile. Assessing the contribution of papers that have just appeared is particularly challenging, because there is little perspective with which to gauge their significance and impact on further research and society.

Inevitably, new papers on the reviewed topic (including independently written literature reviews) will appear from all quarters after the review has been published, so that there may soon be the need for an updated review. But this is the nature of science [27] – [32] . I wish everybody good luck with writing a review of the literature.

Acknowledgments

Many thanks to M. Barbosa, K. Dehnen-Schmutz, T. Döring, D. Fontaneto, M. Garbelotto, O. Holdenrieder, M. Jeger, D. Lonsdale, A. MacLeod, P. Mills, M. Moslonka-Lefebvre, G. Stancanelli, P. Weisberg, and X. Xu for insights and discussions, and to P. Bourne, T. Matoni, and D. Smith for helpful comments on a previous draft.

Funding Statement

This work was funded by the French Foundation for Research on Biodiversity (FRB) through its Centre for Synthesis and Analysis of Biodiversity data (CESAB), as part of the NETSEED research project. The funders had no role in the preparation of the manuscript.

University of Texas

  • University of Texas Libraries

Literature Reviews

  • What is a literature review?
  • Steps in the Literature Review Process
  • Define your research question
  • Determine inclusion and exclusion criteria
  • Choose databases and search
  • Review Results
  • Synthesize Results
  • Analyze Results
  • Librarian Support

What is a Literature Review?

A literature or narrative review is a comprehensive review and analysis of the published literature on a specific topic or research question. The literature that is reviewed contains: books, articles, academic articles, conference proceedings, association papers, and dissertations. It contains the most pertinent studies and points to important past and current research and practices. It provides background and context, and shows how your research will contribute to the field. 

A literature review should: 

  • Provide a comprehensive and updated review of the literature;
  • Explain why this review has taken place;
  • Articulate a position or hypothesis;
  • Acknowledge and account for conflicting and corroborating points of view

From  S age Research Methods

Purpose of a Literature Review

A literature review can be written as an introduction to a study to:

  • Demonstrate how a study fills a gap in research
  • Compare a study with other research that's been done

Or it can be a separate work (a research article on its own) which:

  • Organizes or describes a topic
  • Describes variables within a particular issue/problem

Limitations of a Literature Review

Some of the limitations of a literature review are:

  • It's a snapshot in time. Unlike other reviews, this one has beginning, a middle and an end. There may be future developments that could make your work less relevant.
  • It may be too focused. Some niche studies may miss the bigger picture.
  • It can be difficult to be comprehensive. There is no way to make sure all the literature on a topic was considered.
  • It is easy to be biased if you stick to top tier journals. There may be other places where people are publishing exemplary research. Look to open access publications and conferences to reflect a more inclusive collection. Also, make sure to include opposing views (and not just supporting evidence).

Source: Grant, Maria J., and Andrew Booth. “A Typology of Reviews: An Analysis of 14 Review Types and Associated Methodologies.” Health Information & Libraries Journal, vol. 26, no. 2, June 2009, pp. 91–108. Wiley Online Library, doi:10.1111/j.1471-1842.2009.00848.x.

Meryl Brodsky : Communication and Information Studies

Hannah Chapman Tripp : Biology, Neuroscience

Carolyn Cunningham : Human Development & Family Sciences, Psychology, Sociology

Larayne Dallas : Engineering

Janelle Hedstrom : Special Education, Curriculum & Instruction, Ed Leadership & Policy ​

Susan Macicak : Linguistics

Imelda Vetter : Dell Medical School

For help in other subject areas, please see the guide to library specialists by subject .

Periodically, UT Libraries runs a workshop covering the basics and library support for literature reviews. While we try to offer these once per academic year, we find providing the recording to be helpful to community members who have missed the session. Following is the most recent recording of the workshop, Conducting a Literature Review. To view the recording, a UT login is required.

  • October 26, 2022 recording
  • Last Updated: Oct 26, 2022 2:49 PM
  • URL: https://guides.lib.utexas.edu/literaturereviews

Creative Commons License

PhilNews

  • #WalangPasok
  • Breaking News
  • Photography
  • ALS Exam Results
  • Aeronautical Engineering Board Exam Result
  • Agricultural and Biosystem Engineering Board Exam Result
  • Agriculturist Board Exam Result
  • Architecture Exam Results
  • BAR Exam Results
  • CPA Exam Results
  • Certified Plant Mechanic Exam Result
  • Chemical Engineering Exam Results
  • Chemical Technician Exam Result
  • Chemist Licensure Exam Result
  • Civil Engineering Exam Results
  • Civil Service Exam Results
  • Criminology Exam Results
  • Customs Broker Exam Result
  • Dental Hygienist Board Exam Result
  • Dental Technologist Board Exam Result
  • Dentist Licensure Exam Result
  • ECE Exam Results
  • ECT Board Exam Result
  • Environmental Planner Exam Result
  • Featured Exam Results
  • Fisheries Professional Exam Result
  • Geodetic Engineering Board Exam Result
  • Guidance Counselor Board Exam Result
  • Interior Design Board Exam Result
  • LET Exam Results
  • Landscape Architect Board Exam Result
  • Librarian Exam Result
  • Master Plumber Exam Result
  • Mechanical Engineering Exam Results
  • MedTech Exam Results
  • Metallurgical Engineering Board Exam Result
  • Midwives Board Exam Result
  • Mining Engineering Board Exam Result
  • NAPOLCOM Exam Results
  • Naval Architect and Marine Engineer Board Exam Result
  • Nursing Exam Results
  • Nutritionist Dietitian Board Exam Result
  • Occupational Therapist Board Exam Result
  • Ocular Pharmacologist Exam Result
  • Optometrist Board Exam Result
  • Pharmacist Licensure Exam Result
  • Physical Therapist Board Exam
  • Physician Exam Results
  • Principal Exam Results
  • Professional Forester Exam Result
  • Psychologist Board Exam Result
  • Psychometrician Board Exam Result
  • REE Board Exam Result
  • RME Board Exam Result
  • Radiologic Technology Board Exam Result
  • Real Estate Appraiser Exam Result
  • Real Estate Broker Exam Result
  • Real Estate Consultant Exam Result
  • Respiratory Therapist Board Exam Result 
  • Sanitary Engineering Board Exam Result 
  • Social Worker Exam Result
  • UPCAT Exam Results
  • Upcoming Exam Result
  • Veterinarian Licensure Exam Result 
  • X-Ray Technologist Exam Result
  • Programming
  • Smartphones
  • Web Hosting
  • Social Media
  • SWERTRES RESULT
  • EZ2 RESULT TODAY
  • STL RESULT TODAY
  • 6/58 LOTTO RESULT
  • 6/55 LOTTO RESULT
  • 6/49 LOTTO RESULT
  • 6/45 LOTTO RESULT
  • 6/42 LOTTO RESULT
  • 6-Digit Lotto Result
  • 4-Digit Lotto Result
  • 3D RESULT TODAY
  • 2D Lotto Result
  • English to Tagalog
  • English-Tagalog Translate
  • Maikling Kwento
  • EUR to PHP Today
  • Pounds to Peso
  • Binibining Pilipinas
  • Miss Universe
  • Family (Pamilya)
  • Life (Buhay)
  • Love (Pag-ibig)
  • School (Eskwela)
  • Work (Trabaho)
  • Pinoy Jokes
  • Tagalog Jokes
  • Referral Letters
  • Student Letters
  • Employee Letters
  • Business Letters
  • Pag-IBIG Fund
  • Home Credit Cash Loan
  • Pick Up Lines Tagalog
  • Pork Dishes
  • Lotto Result Today
  • Viral Videos

Related Literature – What Is Review Of Related Literature (RRL)?

Here are top 5 things to know about your review of related literature (rrl).

FACTS ABOUT RELATED LITERATURE – When conducting research, especially one academic in nature, you would most likely need to include an RRL.

Related literature is defined as a composition of facts, studies, principles, which are related to your research topic. Furthermore, you can find RRL materials in books, professional journals, articles, and other forms of publication.

However, before we continue to discuss more facts about the RRL, we need to know the difference between related studies and related literature.

Related Literature – What Is Review Of Related Literature (RRL)?

RELATED STUDIES VS RELATED LITERATURE

Official and public offices along with University thesis’ are examples of related studies . These are publicized source materials that have been peer-reviewed or sourced through facts and intensive research.

Meanwhile, related literature can stem from journalists, officials, or any influential figure. As such, the opinions, facts, and other details introduced can greatly affect the public’s opinion and thinking.

What is RRL?

Quick Answer: The RRL ( review of related literature ) is an overview of pre-existing literature which holds a relation to the topic of an individual’s research, thesis, or dissertation topic.

Moreover, through an RRL, researchers can identify potentially better topics through an excess of already available studies. With this, individuals can then identify the strengths and weaknesses of a given study.

Best Sources For Related Studies

Having access to primary sources of information are key when creating an RRL. Thus, researchers should include the following for their RRL:

  • Diaries, speeches, manuscripts, letters, interviews, records, eyewitness reports, and memoirs
  • Research articles, clinical reports, case studies, and dissertations
  • Poetry, music, video, and photography

Importance of RRL and research studies:

The goal of literature or research studies is to get a better grasp of the existing research and discussions on a certain topic or field of study. Additionally, it can provide information in the form of a written report as well as conducting aiding the development of your field expertise.

Thanks for reading. We aim to provide our readers with the freshest and most in-demand content. Come back next time for the latest news here on Philnews.

READ ALSO: Grade 10 Science Module DepEd – Learner’s Module PDF Free

Leave a Comment Cancel reply

logo-002.png

[email protected]  

+91 80562 90962.

  • Jul 9, 2017

What are Related studies in research? How it is helpful for all Ph.D and master level students?

Updated: Jun 11, 2020

Once you all set with research field/domain/area in next step you need to know about recent trends and research going on particular domain. Before starting with your research or project work to understand feasibility of research/project related study or review of literature need to be done.

Dissertation writing help

Here we will see what are related studies/ literature review for completing your project/research work.

Usually, related studies is about reviewing or studying existing works carried out in your project/research field. Especially, for Ph.D candidate’s related works is important constraint since pave path to entire research process. Related studies can be taken from journals, magazines, website links, government reports and other source.

Here your related studies need to provide

What’s problem in existing in selected domain?

What are the methods developed or adopted?

Which technique exhibit excellent outcome and effective?

Once you find answer for all this question rest will be easy! To calculate the feasibility and methodology need to be adopted for completion of your project.

thesis writing help

In final stage of both Ph.D and Master level you need to submit dissertation/thesis which is documentation of research work. In that related studies offers need to be included to justify your novelty of your research work. Even you can point out research gap of selected research field why you selected this domain. If you clearly mention in your documentation and presentation you complete research/project.

Related: Thesis writing help in India

#definitionforresearch #Inresearch #relatedstudies #researchfield #literaturereview #thesis #academic #dissertation #PhDcandidate

Recent Posts

HOW MANY CHAPTERS SHOULD A DISSERTATION HAVE?

Top 10 University to pursue a Ph.D. in India (2019)

What is Correlation analysis

Academia.edu no longer supports Internet Explorer.

To browse Academia.edu and the wider internet faster and more securely, please take a few seconds to  upgrade your browser .

Enter the email address you signed up with and we'll email you a reset link.

  • We're Hiring!
  • Help Center

paper cover thumbnail

CHAPTER -II REVIEW OF RELATED STUDIES

Profile image of Christian Necesario

Related Papers

aivy may Cabasag

review of related studies meaning

keir pasquin

ALLAN ORANDOY

ABSTRACT Title : INSTRUCTIONAL DEVELOPMENT PLAN FOR K TO 12 EARTH AND LIFE SCIENCE Researcher : ALLAN C. ORANDOY Degree : Doctor in Development Education Adviser : Dr. Andresa A. Pasaje Institution : Cebu Technological University Year Completed : 2018 The study assessed the relationship between the study habits and the academic performance in Earth and Life Science of the grade 11 and 12 students of Malolos National High School for School Year 2017-2018. It likewise looked into the problems encountered by the students in relation to their study habits. The descriptive method of research was utilized using the adopted survey questionnaire. Respondents of the study were 102 grade 11 and 12 of Malolos National High School. The data gathered were statistically treated using the weighted mean and Pearson Product Moment Correlation. The t-test was also used to test the null hypothesis of no significant correlation between the pupils’ study habits and their academic performance. Results of the study revealed that 58 percent of the respondents were male while 42 percent were female. Majority of the respondents’ age were at the normal age bracket for a Senior High School student or grade 11 and 12 ranging from 16 to 18 years old. Most of the respondents traveled 2 to 4 kilometers from Monday to Friday. This implies that the respondents has to double their effort since they are far away from their respective schools. Regarding multimedia exposures, it could be of use to them during the discussion especially in their computer classes or even in other academic subjects like for instance Film showing in English or even science if the teachers are resourceful and creative enough. Moreover, majority of the respondents’ parents’ socio-economic status was low. Only very few minority respondents’ parents were having high income. On the extent of the manifestations of the factors affecting their study habits, there are only three study habits wherein the respondents often manifested. It includes Taking Notes, preparation in taking examination and Place for study. Meanwhile, there is only one study habit where the respondents rarely manifested which is using library. On the other hand, of the 11 study habits cited above, seven had a description of sometimes which means that the respondents did those things occasionally or missed three times a week. As regards to correlation analysis, there was a significant relationship between the students’ academic performance and their study habits. It is recommended that the implementation of the proposed development plan be formulated.

maxene jew saavedra

Relationship of Music Preference & Study Habit in Academic Performance of 3rd Year Students.

Muhammad Syawal

Ihiabe Carr

Rengganis Ernia

International Research Journal Commerce arts science

Study habits of students those are involved in co-curricular activities play on important role of provide opportunities for the development of creativity and for achieving high academic achievement. This present study attempts to find out the study habits of students of senior secondary schools for this purpose, 800 students of senior secondary schools of Alwar District of Rajasthan State were randomly selected as sample. The study was conducted through descriptive survey method and Study Habits Inventory constructed by M. Mukhopadhyay and D.N. Sansanwal (2011) was used to collect the data. Critical ratio (CR) was applied to find out the significance of difference between means. The results indicate that there is significant difference between study habits of students of government and private senior secondary schools, study habits of male students of government and private senior secondary schools and study habits of female students of government and private senior secondary schools. There is no significant difference between study habits of male and female students of private schools and male and female students of government schools.

RELATED PAPERS

Ideas Y Valores

Ignacio Avila

Current Fungal Infection Reports

Renee Mercier

Entrepalavras

GIRLANE SILVA

Engineering, Construction and Architectural Management

Manuel Alejandro González-Naranjo

Current Developments in Nutrition

Nelly Zavaleta

Bulletin of the Seismological Society of America

JURNAL TEKNIK INDUSTRI

lamto widodo

Mihai Predoi

Arabian Journal of Mathematics

Youssri H Youssri

Teknik Dergi

MAHMUD GÜNGÖR

Fungal Ecology

Mats Niklasson

Microbiology

Maria Isabel Molina

Diego Blázquez Martín

Revista Geográfica de América Central

Pablo Ramirez Granados

American Entomologist

Emily Hernandez

Proceedings of the 9th International Conference on Software Development and Technologies for Enhancing Accessibility and Fighting Info-exclusion

Chris Hughes

Acta Medica Medianae

Dragoljub Miladinovic

Journal of Electronic Materials

Venkat Narayanan

Solar Energy Materials and Solar Cells

Joachim John

arXiv (Cornell University)

Maria Papathanasaki

Lasana Kazembe

Elizabeta Mitreva

Corporate Governance and Organizational Behavior Review

Shaip Bytyçi

  •   We're Hiring!
  •   Help Center
  • Find new research papers in:
  • Health Sciences
  • Earth Sciences
  • Cognitive Science
  • Mathematics
  • Computer Science
  • Academia ©2024
  • Open access
  • Published: 11 April 2024

Diagnostic delay of sarcoidosis: an integrated systematic review

  • Tergel Namsrai 1 ,
  • Christine Phillips 4 ,
  • Anne Parkinson 1 ,
  • Dianne Gregory 1 , 2 ,
  • Elaine Kelly 1 , 2 ,
  • Matthew Cook 3 &
  • Jane Desborough   ORCID: orcid.org/0000-0003-1406-4593 1  

Orphanet Journal of Rare Diseases volume  19 , Article number:  156 ( 2024 ) Cite this article

64 Accesses

1 Altmetric

Metrics details

Sarcoidosis is a chronic inflammatory granulomatous disease of unknown cause. Delays in diagnosis can result in disease progression and poorer outcomes for patients. Our aim was to review the current literature to determine the overall diagnostic delay of sarcoidosis, factors associated with diagnostic delay, and the experiences of people with sarcoidosis of diagnostic delay.

Three databases (PubMed/Medline, Scopus, and ProQuest) and grey literature sources were searched. Random effects inverse variance meta-analysis was used to pool mean diagnostic delay in all types of sarcoidosis subgroup analysis. Diagnostic delay was defined as the time from reported onset of symptoms to diagnosis of sarcoidosis.

We identified 374 titles, of which 29 studies were included in the review, with an overall sample of 1531 (694 females, 837 males). The overall mean diagnostic delay in all types of sarcoidosis was 7.93 months (95% CI 1.21 to 14.64 months). Meta-aggregation of factors related to diagnostic delay in the included studies identified three categories: (1) the complex and rare features of sarcoidosis, (2) healthcare factors and (3) patient-centred factors. Meta-aggregation of outcomes reported in case studies revealed that the three most frequent outcomes associated with diagnostic delay were: (1) incorrect diagnosis, (2) incorrect treatment and (3) development of complications/disease progression. There was no significant difference in diagnostic delay between countries with gatekeeper health systems (where consumers are referred from a primary care clinician to specialist care) and countries with non-gatekeeper systems. No qualitative studies examining people’s experiences of diagnostic delay were identified.

The mean diagnostic delay for sarcoidosis is almost 8 months, which has objective consequences for patient management. On the other hand, there is a paucity of evidence about the experience of diagnostic delay in sarcoidosis and factors related to this. Gaining an understanding of people’s experiences while seeking a diagnosis of sarcoidosis is vital to gain insight into factors that may contribute to delays, and subsequently inform strategies, tools and training activities aimed at increasing clinician and public awareness about this rare condition.

Trial registration

PROSPERO Registration number: CRD42022307236.

Introduction

Sarcoidosis is a multisystem granulomatous inflammatory disease of unknown cause, which can affect any organ, but primarily affects the lungs. Sarcoidosis can present as acute or chronic disease - acute sarcoidosis, with joint pain, erythema nodosum and hilar adenopathy, that resolves spontaneously; or chronic sarcoidosis with insidious onset and slow progression that continues to invade multiple systems. In studies using national patient registers the incidence appears to be highest in northern Europe at 11.5 per 100,000 per year in Sweden [ 1 ] and 11.3–14.8 per 100,000 per year in Denmark [ 2 ], There are significant intra-country differences attributable to ethnicity in the USA where African Americans have significantly higher rates of disease [ 1 , 2 ], earlier peak age of onset [ 3 ] and higher mortality [ 4 ]. The patterns of organ involvement [ 5 , 6 , 7 ] and gender distribution [ 3 , 4 , 8 ] vary between countries and within countries.

The reported delay of diagnosis in sarcoidosis ranges from 6 months [ 2 ] to 24 months [ 9 ]. Its complex clinical features, acute or chronic presentation, spontaneous or treatment-induced remission in some cases, and the absence of a single simple diagnostic test all contribute to challenges in timely diagnosis. In many cases, diagnosis hinges on tissue diagnosis and therefore a firm diagnosis might be delayed even when the diagnosis is suspected. Some of the most consequential extrapulmonary manifestations of sarcoidosis – neurological, ophthalmic, and cardiac – are among the most difficult to diagnose [ 8 , 9 , 10 , 11 ]. Spontaneous remission occurs frequently in sarcoidosis [ 12 ]; some studies report remission in half of the cases [ 13 ]. Diagnostic delay can occur with both acute and chronic presentations of sarcoidosis, but particularly for chronic presentations marked by slow progression and complex features, mimicking other diseases. Failure to initiate treatment for progressive pulmonary sarcoidosis [ 14 ] and many extrapulmonary manifestations of sarcoidosis can result in permanent organ damage [ 11 , 15 , 16 ]. Since the pathogenesis of sarcoidosis remains unknown, it is a diagnosis of exclusion. The differential diagnosis includes other causes of granulomas, which encompass infections, including mycobacteria, fungi and bacteria, occupational exposures such as beryllium and silica, sterile granulomatous inflammation, and lymphoma.

There is a paucity of research examining the diagnostic delay of sarcoidosis, including factors associated with diagnostic delay and people’s experiences from the time of symptom onset to diagnosis. Our aim was to systematically review the current evidence regarding the diagnostic delay of sarcoidosis and people’s experiences of this. This evidence may help to inform the development of strategies to enhance awareness of rare manifestations of sarcoidosis, enabling timely intervention when warranted for chronic and progressive sarcoidosis.

This systematic review was performed and reported in accordance with the Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) [ 17 ] and the Cochrane Handbook for Systematic Reviews [ 6 ]. It is registered with PROSPERO, an International prospective register of systematic reviews (registration number: CRD42022289830).

Literature search, study selection, and data extraction

A systematic electronic search of the literature was conducted using PubMed/Medline, Scopus, and ProQuest databases up to the 25th of May 2022, with no limitations. The search string was pre-developed and peer-reviewed using the PRESS checklist [ 18 ]. The final search string included “sarcoidosis” AND “delay in diagnosis” OR “diagnostic delay” OR “misdiagnosis” OR “time to diagnosis” OR “incorrect diagnosis” OR “missed diagnosis” OR “delayed diagnosis” without restrictions on study type, date, and language. A detailed search string and strategy are available in the published protocol [ 19 ]. Grey literature sources were searched up to the 25th of May 2022 in Open Access Theses and Dissertations ( https://oatd.org/ ), ProQuest thesis and dissertations, and the National Library of Australia. Manual reference searches were conducted on all review articles identified in the literature search.

There was no restriction on publication dates. All studies, both qualitative and quantitative, examining diagnostic delay, incorrect diagnosis, missed diagnosis or slow diagnosis of sarcoidosis in all age groups were included, except for review articles. Studies in languages other than English, German and Indonesian were excluded. Final search results were imported into a systematic review management software (Covidence) to facilitate reviewer collaboration [ 20 ].

Two authors conducted an independent screening of titles and abstracts followed by a full-text screening of articles using pre-developed PICOS eligibility criteria outlined in Table  1 . Articles that did not meet the eligibility criteria were excluded. Discrepancies were resolved in discussion with a third reviewer and through reaching a consensus. Included studies were quality appraised using the Mixed Methods Appraisal Tool (MMAT) [ 21 ]. A pre-developed and pre-piloted data extraction tool was used, and following further discussion after piloting, data describing the initial specialist and the presence/absence of gatekeeper health systems were also extracted.

Data analysis

General data preparation.

Diagnostic delay was defined in accordance with the included studies - from reported onset of symptoms to a diagnosis of sarcoidosis. In studies where mean diagnostic delay was presented in years or days, we converted it to months. For studies that did not report a standard deviation (SD) of mean diagnostic delay, we imputed the SD using the method recommended by Cochrane, which calculates SD using an upper limit, lower limit, and confidence interval [ 6 ]. In studies where the confidence interval was not reported, we calculated SD using the method improved by Wan and colleagues, incorporating the sample size or population [ 22 ].

Categorisation of studies was based on the location or organ involvement of sarcoidosis - pulmonary, extrapulmonary, and systemic. Where sarcoidosis involved only the lungs (defined as changes in hila, mediastina, and the lungs) the location was categorised as pulmonary; where sarcoidosis involved two or more organs the location was categorised as systemic. If only one organ other than the lungs was involved, the location was categorised as extrapulmonary. Health systems were categorised as either gatekeeper (where primary care physicians authorise access to specialist physicians) or non-gatekeeper health systems, based on the dominant health system in the country where the study was conducted. A country was classified as having a gatekeeper system if the system of health financing uniformly used primary care gatekeepers, without the option of self-funding to see specialists, or models of health funding that supported open access to specialists. In countries with diverse health insurance models which may include open access and gatekeepers, such as the USA, an assessment was made for each publication by two authors. Where we could not determine the gatekeeper system used by participants the paper was excluded. We calculated the missing mean age of the study sample when complete data of the study participants was available.

Analysis of diagnostic delay in sarcoidosis

We used an inverse variance weighted random effects model (Der-Simonian-Laird method) to pool mean diagnostic delay [ 6 ]. Sensitivity analyses between studies with estimated SDs and original SDs were conducted. Additionally, we conducted subgroup analyses based on healthcare system type and publication year to investigate possible group differences in diagnostic delay in sarcoidosis. We analysed quantitative data through a meta-synthesis. The alpha level was set at 0.05, and the heterogeneity of meta-analysis estimates was presented using the I 2 statistic. Funnel plots were used to assess the risk of publication bias.

We descriptively analysed and presented a narrative synthesis of the quantitative data from case reports that could not be pooled. Gender difference in diagnostic delay was calculated in case reports where data on sex and delay in diagnosis (months) was available. The distribution of delay in diagnosis in case reports was examined by density plot and Shapiro test ( p  <.05), indicating non-normal distribution; thus, the Mann-Whitney-Wilcoxon test was used to analyse the group differences of delay in diagnosis by sex. All statistical analyses were performed using R version 4.6.2 [ 23 ] and the ‘meta’ package.

Analysis of symptoms, factors, outcomes and experiences associated with diagnostic delay

To investigate the factors associated with diagnostic delay, data on symptoms that changed the diagnosis, and factors related to and outcomes of diagnostic delay were extracted and synthesised using meta-aggregation, for which meanings from qualitative data are identified and aggregated into categories that can be synthesised and analysed [ 24 ]. The broader categorisation of the aggregated data was decided through peer discussion and referral back to the original papers when needed. Additionally, factors linked to pulmonary, extrapulmonary and systemic sarcoidosis were grouped and further analysed.

To our knowledge, none of the included studies reported data on experiences of diagnostic delay in sarcoidosis.

Out of 374 titles identified, we removed 100 duplicates, and screened 274 titles and abstracts. Of those, 67 articles were reviewed at full text and 29 studies were included in the review as shown in Fig.  1 .

figure 1

Selection flow chart of studies included in the systematic review

Description of included studies

Included studies are summarised in Table  2 and a full data extraction table is presented in Supplementary Table 1 . The 29 included studies comprised 24 non-comparative descriptive studies (including 15 case reports [ 25 , 26 , 27 , 28 , 29 , 30 , 31 , 32 , 33 , 34 , 35 , 36 , 37 , 38 , 39 ], five case series [ 40 , 41 , 42 , 43 , 44 ], two surveys [ 45 , 46 ], and two descriptive cross-sectional studies [ 2 , 47 ]), and five comparative studies (all analytical cross-sectional studies) [ 9 , 48 , 49 , 50 , 51 ]. Twenty-eight of the included studies used non-patient-reported data including clinical reports and retrospective patient registry data, while one used patient-reported data [ 45 ]. In total, there were eleven studies from Europe [ 2 , 9 , 25 , 26 , 33 , 35 , 38 , 42 , 45 , 47 , 48 ], nine from the United States or Canada [ 27 , 29 , 30 , 32 , 34 , 37 , 43 , 44 , 49 ], three from West Asia [ 41 , 46 , 50 ], four from East Asia [ 28 , 31 , 39 , 40 ], one from sub-Saharan Africa [ 36 ], and one from South America [ 51 ]. Various organ involvement of sarcoidosis was reported, including eyes [ 9 ], nasal passages [ 42 ], kidney [ 26 , 27 ], skin [ 28 , 34 ], heart [ 40 , 48 ], nervous system [ 30 , 38 , 44 ], lungs [ 35 , 36 , 37 , 43 ], skeletal muscle [ 33 ], subcutaneous tissue [ 39 ], and systemic or mixed [ 2 , 25 , 29 , 31 , 32 , 41 , 45 , 46 , 49 , 50 , 51 ]. Based on the manual categorisation, thirteen studies examined extrapulmonary sarcoidosis [ 26 , 27 , 28 , 29 , 30 , 32 , 33 , 34 , 39 , 40 , 44 , 47 , 48 ], five examined systemic sarcoidosis [ 9 , 25 , 31 , 38 , 42 ], and four examined pulmonary sarcoidosis [ 35 , 36 , 37 , 43 ]. In seven studies it was not possible to differentiate between pulmonary and non-pulmonary sarcoidosis [ 2 , 41 , 45 , 46 , 49 , 50 , 51 ]. Of the 29 included studies, 18 were from countries with non-gatekeeper health systems (2, 25, 27–33, 3537, 39, 40, 43, 44, 47, 49) and 11 were from countries with gatekeeper health systems [ 9 , 26 , 34 , 38 , 41 , 42 , 45 , 46 , 48 , 50 , 51 ]. Twelve studies reported data on ethnicity or race [ 2 , 25 , 29 , 30 , 31 , 32 , 33 , 36 , 42 , 43 , 49 , 51 ].

In total, a population size of 1531 participants (694 females; 837 males) was included in the review. The mean age was 47.91 years (SD = 5.47), excluding case reports (see below). Overall, participant ages ranged from 9.3 years to 69 years (including case reports).

Results of the quality appraisal

Consensus on the quality appraisal of the included studies is shown in Supplementary Table 2 . After the double-quality appraisal, a consensus was reached by two authors regarding an overall low risk of bias for all studies; therefore, no study was excluded.

Case studies

Twenty case studies comprising 15 case reports (8 females; 7 males) [ 25 , 26 , 27 , 28 , 29 , 30 , 31 , 32 , 33 , 34 , 35 , 36 , 37 , 38 , 39 ] and five case series [ 40 , 41 , 42 , 43 , 44 ], with 29 participants (22 females, 7 males), were included. The mean age of participants in case report studies was 47.87 years (SD = 14.06 years), with individual age ranging between 26 years [ 25 ] and 69 years [ 27 ]. In the case series, mean age of individuals ranged from 9.3 years [ 41 ] to 44 years [ 42 ].

Of the 20 included case studies, 11 examined extrapulmonary sarcoidosis [ 26 , 27 , 28 , 29 , 30 , 32 , 33 , 34 , 39 , 40 , 44 ], and four each focused on pulmonary [ 35 , 36 , 37 , 43 ] and systemic sarcoidosis [ 25 , 31 , 38 , 42 ]. In the one remaining case study, it was not possible to determine the extent of organ involvement [ 41 ].

In the 15 included case reports, individual diagnostic delay ranged from 0.25 months (0.02 years) [ 39 ] to 96 months (8 years) [ 35 ] and the mean diagnostic delay was 21.73 months. In the five case series, the mean diagnostic delay ranged from 5 months [ 42 ] to 43.5 months [ 43 ].

There was no significant gender difference in delay in diagnosis in case reports ( n  = 15, Mann-Whitney-Wilcoxon test: w = 21.5, p  =.749).

Pooled diagnostic delay in sarcoidosis

The results of the pooled mean diagnostic delay of the five studies [ 2 , 9 , 23 , 41 , 42 ] with an overall sample size of 124 are presented in Fig.  2 . Individual study sample size of these studies ranged from 8 [ 41 , 42 ] to 67 [ 9 ], while the mean diagnostic delay ranged from 5 months [ 42 ] to 23 months [ 9 ]. The pooled diagnostic delay was 7.93 months (95% CI 1.21 to 14.64 months) ( Fig.  2 ) . A funnel plot of the pooled diagnostic delay is presented in Supplementary Fig.  1 . We conducted a sensitivity analysis on SD estimated studies and SD not estimated studies and found no significant difference (between groups difference = 1.06 months, P  =.30) in mean diagnostic delay between the two groups as shown in Supplementary Fig.  2 .

figure 2

Pooled mean diagnostic delay in sarcoidosis

We could not conduct a subgroup analysis between pulmonary, extrapulmonary and systemic sarcoidosis due to the small number of studies with complete data (mean delay, total number of participants and SD of mean delay) in each group. However, in the included studies, systemic sarcoidosis had the longest mean diagnostic delay at 23.0 months [ 9 ] compared with extrapulmonary sarcoidosis, which had the shortest mean diagnostic delay of 5.0 months [ 42 ].

A subgroup analysis comparing studies ( n  = 5) with different healthcare systems is presented in Supplementary Fig.  3 . There was no significant difference in mean diagnostic delay in countries with gatekeeper healthcare systems when compared with those with non-gatekeeper systems (between groups difference = 0.34 months, P = .56).

We conducted an additional subgroup analysis examining publication year of studies, which showed a significant inter-study difference in diagnostic delay in studies conducted (between groups difference = 16.99 months, P  =.002) (see Supplementary Fig.  4 ). Further analysis examining publication year of the studies (e.g., before 2000 and after 2000) was not feasible due to the small number of studies.

Initial symptoms

Twenty-one studies comprising 15 case reports [ 25 , 26 , 27 , 28 , 29 , 30 , 31 , 32 , 33 , 34 , 35 , 36 , 37 , 38 , 39 ], three case series [ 40 , 42 , 43 ], two cross-sectional studies [ 47 , 49 ] and one survey [ 46 ] reported initial symptoms. Initial symptoms included weight loss [ 29 , 36 , 37 , 41 , 43 ], fatigue or generalised weakness [ 29 , 37 , 40 , 43 ], dyspnoea [ 36 , 40 , 43 ], muscle pain/muscle cramps/general body pain [ 32 , 37 , 40 ], headache [ 38 ], palpitations [ 40 ], nasal obstruction [ 42 ] and a subcutaneous mass [ 39 ] (refer to Supplementary Table 3 ). When aggregated, these symptoms could be categorised as: (1) general symptoms (fever, fatigue, weight loss), (2) organ-specific extrapulmonary symptoms (neurological- nausea, headache, vomiting; cardiac- palpitations; skin - rash, ulcers), and (3) pulmonary symptoms (cough, dyspnoea). Of the initial symptoms, 31.25% (25/80) were general; 55% (44/80) were organ specific and related to extrapulmonary symptoms, while 13.75% (11/80) were pulmonary (see Supplementary Table 3 ).

Initial specialist and treatment/diagnostic centre

Five of the included studies reported the cadre of specialist first consulted, one study each reporting general practitioner [ 29 ], emergency specialist [ 31 ], gynaecologist [ 38 ], oncologist [ 39 ], and neurologist [ 32 ] as the first specialist consulted. Twenty-one studies reported visits to treatment or diagnostic centres including secondary or tertiary hospitals, research centres and university hospitals [ 2 , 9 , 25 , 26 , 27 , 31 , 32 , 33 , 35 , 37 , 38 , 39 , 40 , 41 , 42 , 44 , 47 , 48 , 49 , 50 , 51 ]. Nineteen of these 21 studies reported treatment or diagnosis at multidisciplinary centres [ 2 , 9 , 25 , 26 , 27 , 31 , 32 , 33 , 35 , 37 , 38 , 41 , 42 , 44 , 47 , 48 , 50 , 51 ], and one study each at an institute of oncology [ 39 ] and a research centre [ 49 ].

Symptoms that changed the diagnostic approach

Twelve case studies, containing a total of 13 cases/participants, reported 24 symptoms that changed the diagnostic approach [ 27 , 31 , 32 , 33 , 34 , 35 , 36 , 37 , 38 , 40 , 43 ]. These symptoms ranged from no response to treatment [ 31 , 36 , 43 ], persistent or increasing shortness of breath/dyspnoea [ 35 , 40 , 43 ], persistent cough [ 35 , 37 ] to worsening hypertension [ 27 ], renal function decline and hypercalcemia [ 27 ] (Supplementary Table 4 ). None of the cross-sectional studies and surveys reported symptoms that changed the diagnostic approach. When aggregated, symptoms that changed the diagnostic approach were categorised into: (1) persistent symptoms (7/24, 29.2%) [ 33 , 35 , 40 , 43 ], (2) new symptoms or signs (7/24, 29.2%) [ 31 , 32 , 38 ], (3) worsening of symptoms (6/24, 25%) [ 27 , 34 , 40 ] and (4) no response to treatment (4/24, 16.6%) [ 31 , 36 , 43 ], as shown in Supplementary Tables 4 and Supplementary Fig.  5 .

Factors related to diagnostic delay

Fifteen case reports [ 25 , 26 , 27 , 28 , 29 , 30 , 31 , 32 , 33 , 34 , 35 , 36 , 37 , 38 , 39 ], three case series [ 40 , 42 , 44 ], two analytical cross-sectional studies [ 9 , 48 ], one survey [ 45 ] and one descriptive cross-sectional study [ 47 ] reported factors that might influence diagnostic delay in sarcoidosis (see Supplementary Table 5 ). Two analytical cross-sectional studies examined association between several factors and diagnostic delay [ 49 , 51 ]. In one study, the presence of pulmonary symptoms was associated with a longer time to diagnosis, whereas the presence of skin symptoms was associated with a shorter time to diagnosis [ 49 ]. People assessed as being at a higher stage on the Scadding scale (radiological scale to measure lung changes; higher stage correlates to greater structural damage in lungs) had a longer time-to-diagnosis compared to people with lower stage features (stage IV vs. stage II, stage III vs. stage 0 or I on chest radiographs) [ 49 ]. One study in Brazil found that misdiagnosis of and treatment for tuberculosis was more likely to be reported among those with a time-to-diagnosis of more than 6 months [ 51 ].

The factors mentioned in the 22 studies were meta-aggregated and the results are shown in Fig.  3 . We categorised these factors into: (1) complex and rare features of sarcoidosis (27/35, 77.1%), (2) healthcare factors (7/35, 20%) and (3) patient-centred factors (1/35, 2.9%). Of these, 77.1% (27/35 factors) were related to complex and rare features of sarcoidosis (category 1), including broad clinical features and differential diagnosis [ 9 , 25 , 26 , 27 , 28 , 31 , 32 , 33 , 34 , 35 , 36 , 37 , 38 , 40 , 42 , 44 , 47 , 48 ], rare presentation [ 28 , 32 , 34 , 36 , 37 , 38 , 42 ], lack of awareness and rarity of sarcoidosis [ 29 , 30 , 32 , 33 , 40 ], and coexisting disease or comorbidities [ 35 , 38 ]. The 20% (7/35 factors) pertaining to healthcare factors (category 2) included exclusion diagnosis [ 39 ], lack of standard procedure to distinguish sarcoidosis [ 47 ], not using appropriate diagnostic techniques/ relying on chest x-ray [ 45 , 48 ], challenges with biopsy [ 9 , 40 ], and challenges with making a definitive diagnosis in sarcoidosis [ 32 ]. The remaining 2.9% of factors were patient-centred (category 3), which referred to refusal of biopsy (1/35 factors) [ 35 ].

figure 3

Meta-aggregation results of factors related to diagnostic delay in sarcoidosis

We further analysed these factors by sarcoidosis type (Supplementary Table 6 ). Twenty-two studies reported types of sarcoidosis; of these, 21 studies [ 9 , 25 , 26 , 27 , 28 , 29 , 30 , 31 , 32 , 33 , 34 , 35 , 36 , 37 , 38 , 39 , 40 , 42 , 44 , 47 , 48 ] reported factors related to diagnostic delay. Three studies reported five factors of diagnostic delay in pulmonary sarcoidosis. Of these, 80% were categorised as complex and rare features of sarcoidosis (category 1), which included co-existing disease and comorbidities [ 35 ], rare presentations [ 36 , 37 ] and broad clinical features [ 37 ]. The remaining 20% were patient-centred factors, referring to patient’s refusal of a biopsy (category 3) [ 35 ]. Thirteen studies reported twenty factors related to diagnostic delay in extrapulmonary sarcoidosis [ 26 , 27 , 28 , 29 , 30 , 32 , 33 , 34 , 39 , 40 , 44 , 47 , 48 ]. Of these, 75% were linked to complex and rare features of sarcoidosis (category 1), including broad clinical features and differential diagnosis [ 26 , 27 , 28 , 40 , 44 , 47 , 48 ], rare presentation [ 28 , 32 , 34 ] and lack of awareness of sarcoidosis [ 29 , 30 , 32 , 33 , 40 ]. The remaining 25% were categorised as healthcare related (category 2), which included factors relating to healthcare providers [ 48 ] and challenges with diagnostic approach or tools [ 32 , 39 , 40 , 47 ]. Nine factors were mentioned to be linked to diagnostic delay in systemic sarcoidosis [ 9 , 25 , 31 , 38 , 42 ]; eight of these were linked to the complex and rare features of sarcoidosis (category 1); broad clinical features [ 25 , 31 , 38 , 42 ], rare presentation [ 9 , 38 , 42 ], and co-existing disease [ 38 ]. One factor was linked to healthcare (category 2): challenges with diagnostic approach and tool, described by the authors of the paper as limited number of patients amenable to lymph node biopsy [ 9 ].

Outcomes related to diagnostic delay

Sixteen studies described the outcomes of diagnostic delay, including 11 case reports [ 26 , 27 , 31 , 32 , 33 , 34 , 35 , 36 , 37 , 38 , 39 ], two case series [ 40 , 44 ], two analytical cross-sectional studies [ 48 , 51 ], and one survey [ 45 ]. The survey and analytical cross-sectional studies did not use statistical methods to examine the relationship between independent variables and diagnostic delay; however, they reported descriptive or comparative results of the outcomes of diagnostic delay. One study described incorrect diagnoses that were provided instead of sarcoidosis, including tuberculosis, lung cancer, rheumatic fever, Hodgkin’s lymphoma, pneumonia, and patients simulating the symptoms [ 45 ]. One study reported irreversible deterioration of cardiac function (6/10 cases) and high mortality (5/10 cases) in people with a late diagnosis of sarcoidosis [ 48 ], and another study reported poor lung function in people with a late diagnosis [ 51 ].

While case reports or case studies are not designed to assess the association between two variables, we analysed their data using meta-aggregation as shown in Supplementary Tables 7 and Fig.  4 . Thirteen case studies, including 11 case reports [ 26 , 27 , 31 , 32 , 33 , 34 , 35 , 36 , 37 , 38 , 39 ] and two case series [ 40 , 44 ], described outcomes from 26 cases. We aggregated the outcomes into: (1) incorrect diagnosis, (2) incorrect treatment and (3) complications/progression of the condition. Incorrect diagnosis (category 1) was reported in 38.5% (10/26 cases), including xanthogranulomatous pyelonephritis [ 26 ], monoclonal gammopathy of undetermined significance [ 27 ], tuberculosis [ 31 , 36 ], deep tissue infection [ 34 ], bronchitis [ 35 ], respiratory infection [ 37 ], tachycardia and heart block [ 40 ], and multiple sclerosis [ 44 ]. Incorrect treatment (category 2) was reported in 34.6% (9/10 cases), consisting of nephrectomy [ 26 ], anti-tuberculosis agents [ 31 , 36 ], antibiotics [ 34 , 35 , 37 ] and excision of mass [ 39 ]. Complications/progression of symptoms or the condition (category 3) was reported in 26.9% (7/10 cases) of the cases. These included renal failure [ 27 ], seizure [ 32 ], weakness of the extremities [ 33 ], infection [ 34 ], dyspnoea and oxygen therapy [ 35 ], headache, vomiting and blurred vision [ 38 ], dyspnoea and haemoptysis [ 40 ].

figure 4

Meta-aggregation of outcomes of diagnostic delay in case studies

People’s experiences related to diagnostic delay

We did not identify any studies, including qualitative, that examined people’s experiences of diagnostic delay in our systematic search.

Using data from the 29 studies included in this review, we were able to present a pooled analysis of diagnostic delay in all types of sarcoidosis to describe factors that are related to and associated with diagnostic delay, and the outcomes for people living with sarcoidosis. Pooled mean diagnostic delay for all types of sarcoidosis was 7.93 months (95% CI 1.21 to 14.64 months), a similar range to delays described for other chronic inflammatory diseases, including inflammatory bowel disease [ 52 ]. The overall sample pool of this study consisted of more males than females (54.7% vs. 45.3%). No difference in delay in diagnosis was found between males and females based on the analysis conducted on case reports. The high number of single-person case studies on misdiagnosis attests to the size of the diagnostic challenge for the clinician. Several factors may influence diagnostic delay of sarcoidosis, including the clinical characteristics of the condition, prevalence, different types/presentation of the condition, clinicians’ and patients’ awareness of the condition, and the availability of diagnostic tests.

The present review found complex and rare features of sarcoidosis, healthcare factors, and patient-centred factors may contribute to diagnostic delay in all types of sarcoidosis. In some studies included in the review, associations were found between pulmonary symptoms and higher Scadding scores, and prolonged diagnostic delay of sarcoidosis. The presence of pulmonary symptoms that may be attributable to various health conditions (common flu, pneumonia, bronchitis, asthma, emphysema, and lung cancer) create challenges for healthcare providers working to narrow down the health condition and differentiate between possible causes of pulmonary symptoms. In these cases, healthcare providers may first choose to investigate more common causes of pulmonary symptoms and pursue a diagnostic approach that excludes the most common causes through minimal testing, which is cost effective.

The review also revealed healthcare factors (exclusion diagnosis, challenges with obtaining a biopsy and lack of standard procedure to distinguish sarcoidosis) may lead to diagnostic delay. Difficulties with access to medical resources needed to conduct a biopsy (availability of clinicians and medical facilities) may cause delay in the definitive diagnosis of sarcoidosis through extending the time between suspicion and confirmation of diagnosis. Identifying the difference between suspicion and confirmation of diagnosis can provide further insights into the depth of the impact on diagnostic delay associated with healthcare factors.

Diagnostic delay due to misdiagnosis of tuberculosis was also identified in this review, highlighting the similarity of the two conditions and that differentiating between them is crucial for initiating the correct treatment, as treatment of sarcoidosis involves immunosuppression. In countries with a high prevalence of tuberculosis, it is understandable that clinicians may initially suspect tuberculosis. A misdiagnosis of tuberculosis has implications for the individual, their families and carers, and the use of medical resources, signalling the need for a careful and methodical approach in diagnosis. Once a clinician has made a diagnosis, it is natural to attribute the constellation of symptoms and signs of a rare disease to the identified cause (misdiagnosed condition), until clear evidence arises to disprove the current diagnosis.

Both acute and chronic presentation of sarcoidosis may influence the diagnostic delay. Acute sarcoidosis may follow acute onset with more typical features and radiological findings (hilar adenopathy in chest x-ray). Chronic sarcoidosis has insidious onset and may mimic other disorders (signs and symptoms from multiple systems); therefore, chronic sarcoidosis may present additional challenges for diagnosis of sarcoidosis. The present review did not study the difference in diagnostic delay between acute and chronic sarcoidosis due to limited data. Analyses of sarcoidosis location and factors related to diagnostic delay revealed similar findings, in which most reported factors were linked to complex and rare features, regardless of the location of sarcoidosis. Raising clinicians’ awareness of the complex clinical presentations of all types of sarcoidosis, including rare presentations, may assist in expediting diagnosis.

While none of the included studies used quantitative methods to examine outcomes of diagnostic delay, we used meta-aggregation to extract and examine outcomes described in case reports and case series which revealed incorrect diagnosis, incorrect treatment, and complications/progression of the condition as outcomes of diagnostic delay of sarcoidosis. This accords with findings from a recent review of diagnostic delay in myositis where outcomes including misdiagnoses, progression of symptoms, incorrect treatment, and early discharge were reported [ 53 ]. These outcomes align with people’s experiences of diagnostic delay recently described [ 54 ], signalling the need for improved awareness of sarcoidosis and a better understanding of its diagnosis and treatment.

As in our previous study examining diagnostic delay of myositis, where we did not find any studies examining people’s experiences of diagnostic delay [ 53 ], we did not find research examining experiences of diagnostic delay of sarcoidosis. We believe that further exploration of people’s experiences from symptom onset until diagnosis may assist in understanding these experiences and factors that may impact and influence diagnosis and its delay in sarcoidosis. This information may then be used to inform strategies aimed at reducing the undiagnosed period, including raising awareness and the development of clinical reasoning tools to distinguish when clinicians might consider re-evaluation of an existing diagnosis and the presence of a rare disease.

Despite the lack of studies examining people with sarcoidosis’ experiences of diagnostic delay, a recent commentary describes people with sarcoidosis’ experiences of misdiagnoses [ 54 ]. One person described frustration at ‘being dismissed’ and not listened to by their clinician, an experience that has also been described by people with multiple sclerosis seeking a diagnosis [ 55 ]. All of those interviewed for the article highlighted ongoing pain and discomfort from symptoms pre- and post-diagnosis as greatly impacting their lives, aligning with evidence of the negative impact that sarcoidosis has on people’s quality of life [ 56 ].

Diagnostic delay can create a sense of uncertainty and, in many cases, escalating symptoms, as found in research examining people’s experiences with multiple sclerosis [ 55 ], placing them in a stressful state of ‘not knowing”. Delayed diagnosis of childhood illnesses has consequences for both children and their families, including anxiety, frustration and stress, and fear of future reproduction due to ill-defined genetic risk [ 57 ]. Hospitalisation and surgical interventions related to rare diseases are more frequent among people who experience a delayed diagnosis [ 58 ]. Research examining experiences of hereditary angioedema found that inappropriate treatments were ineffective and at times, exacerbated the underlying condition [ 59 ]. For some patients, symptoms were attributed to psychological reasons and due to this, some stopped seeking medical care despite experiencing severe symptoms [ 59 ]. Attribution of rare disease symptoms to psychological or psychiatric reasons, and treatment in line with this is not uncommon; [ 57 , 58 , 59 ] however the impact of a rare disease on individuals’ mental health has important implications for the treatment and care of people with these health conditions [ 59 ].

Delay in diagnosis of sarcoidosis can cause impaired physical function, pain, reduced capacity to work, and strain on personal relationships, leading to a reduction in quality of life and the ability to engage in pleasurable activities, which in turn can have negative emotional consequences that impact wellbeing [ 60 ]. A survey of the treatment priorities of people with sarcoidosis found that they most valued quality of life and functionality and concluded that psychological support was key to their wellbeing [ 61 ]. Unfortunately, being able to discuss issues and concerns about sarcoidosis with clinician(s) cannot be realised until a diagnosis is received.

There is a paucity of evidence about the patient experience of diagnostic delay in sarcoidosis and factors related to this. Diagnosis of sarcoidosis can take a long time, during which the impacts on the lives of people living with sarcoidosis can be substantial, including receiving incorrect diagnoses and treatment, and suffering unfavourable outcomes. Further studies examining factors that contribute to diagnostic delay in sarcoidosis, and people’s experiences from symptom onset to diagnosis, are crucial in determining target areas for clinicians, policy-makers and consumer advocacy groups. With this further knowledge, we may develop strategies, training activities and awareness-raising programs that expedite diagnosis and improve outcomes for people living with sarcoidosis.

Strengths and limitation

The main strength of this review is inclusion of the current evidence of diagnostic delay in all types of studies (including qualitative and quantitative studies) which provided clear insight into the status of diagnostic delay, its factors, and consequences. This systematic review identified a lack of qualitative studies examining patients’ experience of diagnostic delay in sarcoidosis. The main limitation of the present systematic review is the low number of study samples used in pooling of the diagnostic delay ( n  = 124 over 5 studies). The lack of available data on health specialists, clinics, acute or chronic presentation of sarcoidosis, and the period between suspected and confirmed diagnosis limited the possibility of analysing the difference in diagnostic delay in various settings. Lastly, the analysis of case reports may reflect features of chronic sarcoidosis with complex features due to publication bias- tendency to publish rare and interesting cases.

Data availability

All data relevant to the study is available in the supplementary materials. A detailed extracted data table can be accessed via figtree repository (via DOI: https://doi.org/10.6084/m9.figshare.24431275 ).

Baughman RP, Field S, Costabel U, Crystal RG, Culver DA, Drent M, et al. Sarcoidosis in America. Analysis based on Health Care Use. Ann Am Thorac Soc. 2016;13(8):1244–52.

Article   PubMed   Google Scholar  

Leclerc S, Myers RP, Moussalli J, Herson S, Poynard T, Benveniste O. Sarcoidosis and interferon therapy: report of five cases and review of the literature. Eur J Intern Med. 2003;14(4):237–43.

Article   CAS   PubMed   Google Scholar  

Rybicki BA, Major M, Popovich J Jr., Maliarik MJ, Iannuzzi MC. Racial differences in sarcoidosis incidence: a 5-year study in a health maintenance organization. Am J Epidemiol. 1997;145(3):234–41.

Mirsaeidi M, Machado RF, Schraufnagel D, Sweiss NJ, Baughman RP. Racial difference in sarcoidosis mortality in the United States. Chest. 2015;147(2):438–49.

Perlman DM, Sudheendra MT, Furuya Y, Shenoy C, Kalra R, Roukoz H, et al. Clinical presentation and treatment of high-risk Sarcoidosis. Annals Am Thorac Soc. 2021;18(12):1935–47.

Article   Google Scholar  

Higgins JPTTJ, Chandler J, Cumpston M, Li T, Page MJ, Welch VA. Cochrane Handbook for Systematic Reviews of Interventions version 6.2 2021.

Pasadhika S, Rosenbaum JT. Ocular Sarcoidosis. Clin Chest Med. 2015;36(4):669–83.

Article   PubMed   PubMed Central   Google Scholar  

Kidd DP. Neurosarcoidosis: clinical manifestations, investigation and treatment. Pract Neurol. 2020;20(3):199–212.

Bolletta E, Mastrofilippo V, Invernizzi A, Aldigeri R, Spaggiari L, Besutti G et al. Clinical relevance of Subcentimetric Lymph Node Biopsy in the diagnosis of ocular sarcoidosis. Ocul Immunol Inflamm. 2020:1–4.

Kusano KF, Satomi K. Diagnosis and treatment of cardiac sarcoidosis. Heart. 2016;102(3):184–90.

Ungprasert P, Tooley AA, Crowson CS, Matteson EL, Smith WM. Clinical characteristics of ocular sarcoidosis: a Population-based study 1976–2013. Ocul Immunol Inflamm. 2019;27(3):389–95.

Johns CJ, Michele TM. The clinical management of sarcoidosis. A 50-year experience at the Johns Hopkins Hospital. Med (Baltim). 1999;78(2):65–111.

Article   CAS   Google Scholar  

Hillerdal G, Nöu E, Osterman K, Schmekel B, Sarcoidosis. Epidemiology and prognosis. Am Rev Respir Dis. 1984;130(1):29–32.

CAS   PubMed   Google Scholar  

Belperio JA, Shaikh F, Abtin FG, Fishbein MC, Weigt SS, Saggar R, et al. Diagnosis and treatment of pulmonary sarcoidosis: a review. JAMA. 2022;327(9):856–67.

Ungprasert P, Crowson CS, Matteson EL. Characteristics and long-term outcome of neurosarcoidosis: a Population-based study from 1976–2013. Neuroepidemiology. 2017;48(3–4):87–94.

Hunninghake GW, Costabel U, Ando M, Baughman R, Cordier JF, du Bois R, et al. ATS/ERS/WASOG statement on sarcoidosis. American Thoracic Society/European Respiratory Society/World Association of Sarcoidosis and other Granulomatous disorders. Sarcoidosis Vasc Diffuse Lung Dis. 1999;16(2):149–73.

Moher D, Shamseer L, Clarke M, Ghersi D, Liberati A, Petticrew M, et al. Preferred reporting items for systematic review and meta-analysis protocols (PRISMA-P) 2015 statement. Syst Reviews. 2015;4(1):1.

McGowan J, Sampson M, Salzwedel DM, Cogo E, Foerster V, Lefebvre C. PRESS peer review of electronic search strategies: 2015 Guideline Statement. J Clin Epidemiol. 2016;75:40–6.

Namsrai T, Phillips C, Desborough J, Gregory D, Kelly E, Cook M et al. December,. Diagnostic delay of sarcoidosis: protocol for an integrated systematic review. PLoS ONE Accepted on 7 2022.

Veritas Health Innovation. Covidence systematic review software Melbourne, Australia [Available from: Available at www.covidence.org.

Hong QN, Fàbregues S, Bartlett G, Boardman F, Cargo M, Dagenais P, et al. The mixed methods Appraisal Tool (MMAT) version 2018 for information professionals and researchers. Educ Inform. 2018;34:285–91.

Wan X, Wang W, Liu J, Tong T. Estimating the sample mean and standard deviation from the sample size, median, range and/or interquartile range. BMC Med Res Methodol. 2014;14:135.

RStudio Team. RStudio: Integrated Development for R. PBC, Boston MA. RStudio; 2020. http://www.rstudio.com/ .

Florczak KL. Meta-aggregation: just what is it? Nurs Sci Q. 2018;32(1):11.

Darugar A, Mathian A, Lehoang P, Bodaghi B. Acute posterior multifocal placoid pigment epitheliopathy as the initial manifestation of sarcoidosis. J Ophthalmic Vis Res. 2011;6(4):338–43.

PubMed   PubMed Central   Google Scholar  

Froehner M, Meinhardt M, Parmentier S, Hugo C, Wirth MP. Renal Sarcoidosis Mimicking Xanthogranulomatous Pyelonephritis. Urology. 2016;97:e19–20.

Ghafoor A, Almakki A. Renal confined sarcoidosis: natural history and diagnostic challenge. Avicenna J Med. 2014;4(2):44–7.

Ghorpade A, Ramanan C. Cutaneous sarcoidosis. Indian J Dermatol Venereol Leprol. 1996;62(3):171–2.

Ho B, Choi KS, Ochoa W, Torralba KD, Sandhu VK, Pakbaz Z. Atypical manifestations of sarcoidosis in a hispanic male. J Community Hosp Intern Med Perspect. 2019;9(3):271–4.

Jaster JH, Dohan FC Jr., Bertorini TE, Bass JE, Mönkemüller KE, Handorf CR, et al. Solitary spinal cord sarcoidosis without other manifestations of systemic sarcoidosis. Clin Imaging. 1997;21(1):17–22.

Lee CH, Jung YS, Lee SH. Hydrocephalus as a presenting manifestation of neurosarcoidosis: easy to misdiagnose as tuberculosis. J Korean Neurosurg Soc. 2010;48(1):79–81.

Mehta A, Khan F, Wagner C, Hashemzadeh T, Stemer A, Sloan EA, et al. A case of Neurosarcoid presenting as multiple intraparenchymal hemorrhages. Neurohospitalist. 2022;12(1):162–6.

Meyer N, Sutter R, Schirp U, Gutzeit A. Extensive intramuscular manifestation of sarcoidosis with initially missed diagnosis and delayed therapy: a case report. J Med Case Rep. 2017;11(1):246.

Noiles K, Beleznay K, Crawford RI, Au S. Sarcoidosis can present with necrotizing granulomas histologically: two cases of ulcerated sarcoidosis and review of the literature. J Cutan Med Surg. 2013;17(6):377–83.

Papaetis GS, Pefanis A, Solomon S, Tsangarakis I, Orphanidou D, Achimastos A. Asymptomatic stage I sarcoidosis complicated by pulmonary tuberculosis: a case report. J Med Case Rep. 2008;2:226.

Plit ML, Miller GB. Cavitating pulmonary sarcoidosis. S Afr Med J. 1983;64(2):67–8.

Thomas PM, Mabrouk T, Li Y, Wallach SL. Delayed diagnosis in a Rare Case of Pulmonary Sarcoidosis presenting as unilateral Hilar Lymphadenopathy and Fever of unknown origin. Cureus. 2021;13(6):e15792.

van Rooijen JM, Mijnhout GS, Aalders TT, de Bondt RB. Hydrocephalus, a rare manifestation of sarcoidosis. Clin Pract. 2011;1(3):e66.

Viswanath L, Pallade S, Krishnamurthy B, Naveen T, Preethi BL, Pramod KP, et al. Darier-Roussy Sarcoidosis mimicking metastatic breast Cancer. Case Rep Oncol. 2009;2(3):251–4.

Guleria R, Sharma R, Mohan A, Das C. Cardiac sarcoidosis: an uncommon presentation of sarcoidosis in India. Indian J Chest Dis Allied Sci. 2006;48(2):133–7.

Al-Mayouf SM, Al-Sonbul A, Al Jumaah S, Al-Hemidan A. Sarcoidosis: a delayed or missed diagnosis in children. Ann Saudi Med. 2006;26(3):220–3.

Fergie N, Jones NS, Havlat MF. The nasal manifestations of sarcoidosis: a review and report of eight cases. J Laryngol Otol. 1999;113(10):893–8.

Judson MA, Vincent B, Huggins T, Silvestri GA, Sahn SA. Unusual presentations of pulmonary sarcoidosis: cases from the medical university of South Carolina. Semin Respir Crit Care Med. 2007;28(1):75–82.

Scott TF, Yandora K, Kunschner LJ, Schramke C. Neurosarcoidosis mimicry of multiple sclerosis: clinical, laboratory, and imaging characteristics. Neurologist. 2010;16(6):386–9.

Kirsten D. [Sarcoidosis in Germany. Analysis of a questionnaire survey in 1992 of patients of the German Sarcoidosis Group]. Pneumologie. 1995;49(6):378–82.

Okumus G, Musellim B, Cetinkaya E, Turker H, Uzaslan E, Yenturk E, et al. Extrapulmonary involvement in patients with sarcoidosis in Turkey. Respirology. 2011;16(3):446–50.

Send T, Tuleta I, Koppen T, Thiesler T, Eichhorn KW, Bertlich M, et al. Sarcoidosis of the paranasal sinuses. Eur Arch Otorhinolaryngol. 2019;276(7):1969–74.

Hoogendoorn JC, Ninaber MK, Piers SRD, de Riva M, Grauss RW, Bogun FM, et al. The harm of delayed diagnosis of arrhythmogenic cardiac sarcoidosis: a case series. Europace. 2020;22(9):1376–83.

Judson MA, Thompson BW, Rabin DL, Steimel J, Knattereud GL, Lackland DT, et al. The diagnostic pathway to sarcoidosis. Chest. 2003;123(2):406–12.

Kobak S, Yildiz F, Semiz H, Orman M. Elderly-onset sarcoidosis: a single center comparative study. Reumatol Clin (Engl Ed). 2020;16(3):235–8.

Rodrigues MM, Coletta EN, Ferreira RG, Pereira CA. Delayed diagnosis of sarcoidosis is common in Brazil. J Bras Pneumol. 2013;39(5):539–46.

Sulkanen E, Repo M, Huhtala H, Hiltunen P, Kurppa K. Impact of diagnostic delay to the clinical presentation and associated factors in pediatric inflammatory bowel disease: a retrospective study. BMC Gastroenterol. 2021;21(1).

Namsrai T, Parkinson A, Chalmers A, Lowe C, Cook M, Phillips C, et al. Diagnostic delay of myositis: an integrated systematic review. Orphanet J Rare Dis. 2022;17(1):420.

Morgan J. Misdiagnosis of sarcoidosis. Lancet Respir Med. 2021;9(7):696–8.

Desborough J, Brunoro C, Parkinson A, Chisholm K, Elisha M, Drew J, et al. It struck at the heart of who I thought I was’: a meta-synthesis of the qualitative literature examining the experiences of people with multiple sclerosis. Health Expect. 2020;23(5):1007–27.

Voortman M, Hendriks CMR, Lodder P, Drent M, De Vries J. Quality of life of couples living with Sarcoidosis. Respiration. 2019;98(5):373–82.

Zurynski Y, Deverell M, Dalkeith T et al. Australian children living with rare diseases: experiences of diagnosis and perceived consequences of diagnostic delays. Orphanet J Rare Dis. 2017/04/11 2017;12(1):68. https://doi.org/10.1186/s13023-017-0622-4 .

Benito-Lozano J, Arias-Merino G, Gómez-Martínez M, Ancochea-Díaz A, Aparicio-García A, de la Posada M et al. Diagnostic process in Rare diseases: determinants Associated with Diagnostic Delay. Int J Environ Res Public Health. 2022;19(11).

Isono M, Kokado M, Kato K. Why does it take so long for rare disease patients to get an accurate diagnosis?—A qualitative investigation of patient experiences of hereditary angioedema. PLoS ONE. 2022;17(3):e0265847.

Article   CAS   PubMed   PubMed Central   Google Scholar  

Saketkoo LA, Russell AM, Jensen K, Mandizha J, Tavee J, Newton J et al. Health-Related Quality of Life (HRQoL) in Sarcoidosis: diagnosis, management, and Health outcomes. Diagnostics (Basel). 2021;11(6).

Baughman RP, Barriuso R, Beyer K, Boyd J, Hochreiter J, Knoet C, et al. Sarcoidosis: patient treatment priorities. ERJ Open Res. 2018;4(4):00141–2018.

Download references

Acknowledgements

Not applicable.

This work was supported by “Missed opportunities in clinical practice: Tools to enhance healthcare providers’ awareness and diagnosis of rare diseases in Australia” a project funded by the Commonwealth represented by Department of Health Australia [ID 4-G5ZN0T7]. Sponsors or funding officials were not involved in any part of the review including protocol development, data selection, synthesis, reporting and publishing of the results.

Author information

Authors and affiliations.

National Centre for Epidemiology and Population Health, The Australian National University, 63, Eggleston Road, Acton ACT, Canberra, 2601, Australia

Tergel Namsrai, Anne Parkinson, Dianne Gregory, Elaine Kelly & Jane Desborough

Sarcoidosis Lyme Australia, Camden, Australia

Dianne Gregory & Elaine Kelly

John Curtin School of Medical Research, The Australian National University, Canberra, Australia

Matthew Cook

School of Medicine and Psychology, The Australian National University, Canberra, Australia

Christine Phillips

You can also search for this author in PubMed   Google Scholar

Contributions

AP, CP, JD, EK, DG, and MC conceptualised the study and supported the study methodology. TN, CP, AP, and JD conducted the data collection and analysis. TN drafted the original manuscript. JD, AP, CP, MC, DG, and EK reviewed and edited the manuscript.

Corresponding author

Correspondence to Jane Desborough .

Ethics declarations

Ethics approval and consent to participate.

As this was a systematic review, no human was involved or participated in the study, with no necessity for ethical approval and consent to participate.

Consent for publication

As this was a systematic review, no human was involved or participated in the study, with no necessity for consent for publication.

Competing interests

The authors have declared no conflict of interest.

Additional information

Publisher’s note.

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

Electronic supplementary material

Below is the link to the electronic supplementary material.

Supplementary Material 1

Supplementary material 2, supplementary material 3, supplementary material 4, rights and permissions.

Open Access This article is licensed under a Creative Commons Attribution 4.0 International License, which permits use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons licence, and indicate if changes were made. The images or other third party material in this article are included in the article’s Creative Commons licence, unless indicated otherwise in a credit line to the material. If material is not included in the article’s Creative Commons licence and your intended use is not permitted by statutory regulation or exceeds the permitted use, you will need to obtain permission directly from the copyright holder. To view a copy of this licence, visit http://creativecommons.org/licenses/by/4.0/ . The Creative Commons Public Domain Dedication waiver ( http://creativecommons.org/publicdomain/zero/1.0/ ) applies to the data made available in this article, unless otherwise stated in a credit line to the data.

Reprints and permissions

About this article

Cite this article.

Namsrai, T., Phillips, C., Parkinson, A. et al. Diagnostic delay of sarcoidosis: an integrated systematic review. Orphanet J Rare Dis 19 , 156 (2024). https://doi.org/10.1186/s13023-024-03152-7

Download citation

Received : 23 March 2023

Accepted : 28 March 2024

Published : 11 April 2024

DOI : https://doi.org/10.1186/s13023-024-03152-7

Share this article

Anyone you share the following link with will be able to read this content:

Sorry, a shareable link is not currently available for this article.

Provided by the Springer Nature SharedIt content-sharing initiative

  • Sarcoidosis
  • Diagnostic delay
  • Misdiagnosis
  • Systematic review
  • Meta-analysis
  • Meta-aggregation
  • Rare disease

Orphanet Journal of Rare Diseases

ISSN: 1750-1172

  • Submission enquiries: Access here and click Contact Us
  • General enquiries: [email protected]

review of related studies meaning

  • Open access
  • Published: 14 November 2023

Employment of patients with rheumatoid arthritis - a systematic review and meta-analysis

  • Lilli Kirkeskov 1 , 2 &
  • Katerina Bray 1 , 3  

BMC Rheumatology volume  7 , Article number:  41 ( 2023 ) Cite this article

1682 Accesses

1 Citations

7 Altmetric

Metrics details

Patients with rheumatoid arthritis (RA) have difficulties maintaining employment due to the impact of the disease on their work ability. This review aims to investigate the employment rates at different stages of disease and to identify predictors of employment among individuals with RA.

The study was carried out according to the Preferred Reporting Items for Systematic Reviews and Meta-Analysis (PRISMA) guidelines focusing on studies reporting employment rate in adults with diagnosed RA. The literature review included cross-sectional and cohort studies published in the English language between January 1966 and January 2023 in the PubMed, Embase and Cochrane Library databases. Data encompassing employment rates, study demographics (age, gender, educational level), disease-related parameters (disease activity, disease duration, treatment), occupational factors, and comorbidities were extracted. Quality assessment was performed employing Newcastle–Ottawa Scale. Meta-analysis was conducted to ascertain predictors for employment with odds ratios and confidence intervals, and test for heterogeneity, using chi-square and I 2 -statistics were calculated. This review was registered with PROSPERO (CRD42020189057).

Ninety-one studies, comprising of a total of 101,831 participants, were included in the analyses. The mean age of participants was 51 years and 75.9% were women. Disease duration varied between less than one year to more than 18 years on average. Employment rates were 78.8% (weighted mean, range 45.4–100) at disease onset; 47.0% (range 18.5–100) at study entry, and 40.0% (range 4–88.2) at follow-up. Employment rates showed limited variations across continents and over time. Predictors for sustained employment included younger age, male gender, higher education, low disease activity, shorter disease duration, absence of medical treatment, and the absence of comorbidities.

Notably, only some of the studies in this review met the requirements for high quality studies. Both older and newer studies had methodological deficiencies in the study design, analysis, and results reporting.

Conclusions

The findings in this review highlight the prevalence of low employment rates among patients with RA, which increases with prolonged disease duration and higher disease activity. A comprehensive approach combining clinical and social interventions is imperative, particularly in early stages of the disease, to facilitate sustained employment among this patient cohort.

Peer Review reports

Rheumatoid arthritis (RA) is a chronic, inflammatory joint disease that can lead to joint destruction. RA particularly attacks peripheral joints and joint tissue, gradually resulting in bone erosion, destruction of cartilage, and, ultimately, loss of joint integrity. The prevalence of RA varies globally, ranging from 0.1- 2.0% of the population worldwide [ 1 , 2 ]. RA significantly reduces functional capacity, quality of life, and results in an increase in sick leave, unemployment, and early retirement [ 3 , 4 , 5 ]. The loss of productivity due to RA is substantial [ 2 , 5 , 6 , 7 ]. A 2015 American study estimated the cost of over $250 million annually from RA-related absenteeism in United States alone [ 8 ].

Research has highlighted the importance of maintaining a connection to the labour market [ 3 , 9 ], Even a short cessation from work entails a pronounced risk of enduring work exclusion [ 10 ]. In Denmark merely 55% on sick leave for 13 weeks succeeded in re-joining the workforce within one year. Among those on sick leave for 26 weeks, only 40% returned to work within the same timeframe [ 11 ]. Sustained employment is associated with an improved health-related quality of life [ 12 , 13 ]. Early and aggressive treatment of RA is crucial for importance in achieving remission and a favourable prognosis reducing the impact of the disease [ 2 , 14 , 15 , 16 ]. Therefore, initiating treatment in a timely manner and supporting patients with RA in maintaining their jobs with inclusive and flexible workplaces if needed is critical [ 3 , 17 ].

International studies have indicated, that many patients with RA are not employed [ 18 ]. In 2020, the average employment rate across Organization for Economic Co-operation and Development (OECD) countries was 69% in the general population (15 to 64 years of age), exhibiting variations among countries, ranging from 46–47% in South Africa and India to 85% in Iceland [ 19 ]. Employment rates were lower for individuals with educational levels below upper secondary level compared to those with upper secondary level or higher education [ 19 ]. For individuals suffering with chronic diseases, the employment rates tend to be lower. Prognostic determinants for employment in the context of other chronic diseases encompasses the disease’s severity, employment status prior to getting a chronic disease, and baseline educational level [ 20 , 21 , 22 ]. These somatic and social factors may similarly influence employment status of patients with RA. Several factors, including the type of job (especially physically demanding occupations), support from employers and co-workers, social safety net, and disease factors such as duration and severity, could have an impact on whether patients with RA are employed [ 17 , 23 , 24 ]. Over the years, politicians and social welfare systems have tried to improve the employment rates for patients with chronic diseases. In some countries, rehabilitation clinics have been instrumental in supporting patients to remain in paid work. Healthcare professionals who care for patients with RA occupy a pivotal role in preventing work-related disability and support the patients to remain in work. Consequently, knowledge of the factors that contribute to retention of patients with RA at work is imperative [ 17 , 25 ].

The aim of this study is therefore to conduct a systematic review, with a primary focus on examining employment rates among patients with RA at the onset of the disease, at study entry, and throughout follow-up. Additionally, this study intends to identify predictors of employment. The predefined predictors, informed by the author’s comprehensive understanding of the field and specific to RA, encompass socioeconomic factors such as age, gender, level of education, employment status prior to the disease, disease stage and duration, treatment modalities, and comorbidities, including depression, which are relevant both to RA and other chronic conditions [ 26 ].

This systematic review was carried out according to Preferred Reporting Items for Systematic Reviews and Meta-Analysis (PRISMA) for studies that included employment rate in patients with rheumatoid arthritis [ 27 ]. PROSPERO registration number: CRD42020189057.

Selection criteria and search strategies

A comprehensive literature search was conducted, covering the period from January 1966 to January 2023 across the PubMed, Embase, and Cochrane Library databases using the following search terms: (Rheumatoid arthritis OR RA) AND (employment OR return to work). Only studies featuring a minimum cohort size of thirty patients and articles in the English language were deemed eligible for inclusion.

The initial screening of articles was based on the titles and abstracts. Studies comprising a working-age population, with current or former employment status, and with no limitations to gender, demographics, or ethnicity were included in this review. Articles addressing topics of employment, work ability or disability, return to work or disability pension were encompassed within the scope of this review. Full-time and part-time employment, but not ‘working as housewives’ was included in this review’s definition of employment. Studies involving other inflammatory diseases than RA were excluded. Reference lists in the selected articles were reviewed, and more articles were included if relevant. A review of the reference lists in the initially selected articles was conducted, with additional articles incorporated if they proved relevant to the research objectives. The eligible study designs encompassed cohort studies, case–control studies, and cross-sectional studies. All other study designs, including reviews, case series/case reports, in vitro studies, qualitative studies, and studies based on health economics were systematically excluded from the review.

Data extraction, quality assessment and risk-of-bias

The data extraction from the selected articles included author names, year of publication, study design, date for data collection, employment rate, study population, age, gender, educational level, ethnicity, disease duration, and pharmacological treatment. To ensure comprehensive evaluation of study quality and potential bias, quality assessment was independently assessed by two reviewers (LK and KB) using the Newcastle–Ottawa Scale (NOS) for cross-sectional and cohort studies [ 28 ]. Any disparities in the assessment were resolved by discussion until consensus was reached. For cross-sectional studies the quality assessment included: 1) Selection (maximum 5 points): representativeness of the sample, sample size, non-respondents, ascertainment of the risk factor; 2) Comparability (maximum 2 points); study controls for the most important, and any additional factor; 3) Outcome (maximum 3 points): assessment of outcome, and statistical testing. For cohort studies the assessment included: 1) Selection (maximum 4 points): representativeness of the exposed cohort, selection of the non-exposed cohort, ascertainment of exposure, demonstration that the outcome of interest was not present at start of study; 2) Comparability (maximum 2 points): comparability of cohorts on the basis of the design or analysis; 3) Outcome (maximum 3 points): assessment of outcome, was the follow-up long enough for outcomes to occur, and adequacy of follow up of cohorts. The rating scale was based on 9–10 items dividing the studies into high (7–9/10), moderate (4–6) or low (0–3) quality. A low NOS score (range 0–3) indicated a high risk of bias, and a high NOS score (range 7–9/10) indicated a lower risk of bias.

Analytical approach

For outcomes reported in numerical values or percentages, the odds ratio along with their 95% confidence intervals (CI) were calculated, whenever feasible. Weighted means were calculated, and comparisons between these were conducted using t-test for unpaired data. Furthermore, meta-analysis concerning the pre-determined and potentially pivotal predictors for employment status, both at disease onset, study entry, and follow-up was undertaken. The predictors included age, gender, ethnicity, level of education, duration of disease, treatment, and the presence of comorbities, contingent upon the availability of the adequate data. Additionally, attempts have been made to find information regarding on job categorizations, disease activity (quantified through DAS28; disease activity score for number of swollen joints), and quality of life (SF-36 scores ranging from 0 (worst) to 100 (best)). Age was defined as (< = 50/ > 50 years), gender (male/female), educational level college education or more/no college education), race (Caucasian/not Caucasian), job type (non-manual/manual), comorbidities (not present/present), MTX ever (no/yes), biological treatment ever (no/yes), prednisolone ever (no/yes), disease duration, HAQ score (from 0–3)), joint pain (VAS from 1–10), and DAS28 score. Age, disease duration, HAQ score, VAS score, SF36 and DAS28 were in the studies reported by mean values and standard deviations (SD). Challenges were encountered during attempts to find data which could be used for analysing predictors of employment status before disease onset, and at follow-up, as well as factors related to treatments beyond MTX, prednisolone, and biological as predictors for being employed after disease onset. Test for heterogeneity was done using Chi-squared statistics and I 2 , where I 2 below 40% might not be important; 30–60% may represent moderate heterogeneity; 50–90% substantial heterogeneity; and 75–100% considerable heterogeneity. Meta-analysis for predictors for employment and odds ratio; confidence intervals; and test for heterogeneity were calculated using the software Review Manager (RevMan, version 5.3. Copenhagen: The Nordic Cochrane Centre, The Cochrane Collaboration, 2014).

General description of included studies

The search yielded a total of 2277 references addressing RA its association with employment. Following the initial title screen, 199 studies were considered relevant for further evaluation. Of those, 91 studies ultimately met the inclusion criteria. Figure  1 shows the results of the systematic search strategy.

figure 1

Flow chart illustrating the systematic search for studies examining employment outcome in patients with rheumatoid arthritis

Table 1 summarizes the general characteristics of the included studies. The publication year of the included studies ranged from 1971 to 2022. Among the studies, 60 (66%) adopted a cross-sectional research design [ 13 , 18 , 29 , 30 , 31 , 32 , 33 , 34 , 35 , 36 , 37 , 38 , 39 , 40 , 41 , 42 , 43 , 44 , 45 , 46 , 47 , 48 , 49 , 50 , 51 , 52 , 53 , 54 , 55 , 56 , 57 , 58 , 59 , 60 , 61 , 62 , 63 , 64 , 65 , 66 , 67 , 68 , 69 , 70 , 71 , 72 , 73 , 74 , 75 , 76 , 77 , 78 , 79 , 80 , 81 , 82 , 83 , 84 , 85 , 86 , 87 , 88 , 129 ] with a total of 41,857 participants analysing data at a specific point in time. Concurrently, 31 studies (34%) adopted a cohort design [ 89 , 90 , 91 , 92 , 93 , 94 , 95 , 96 , 97 , 98 , 99 , 100 , 101 , 102 , 103 , 104 , 105 , 106 , 107 , 108 , 109 , 110 , 111 , 112 , 113 , 114 , 115 , 116 , 117 , 118 , 119 , 120 , 121 , 122 , 130 ] with a total of 59,974 participants. Most of these studies exhibited a small to moderate sample size, with a median of 652 participants. Additionally, single centre studies and studies from high-income countries were predominant. Study details are shown in Table 1 .

General description of study participants

On average, patients with RA were 51 years old, with an age range spanning from 42 to 64 years. Furthermore, the female population accounted for 75.9% of the patient cohort, with a range from 41 to 92%. The duration of the disease at study entry exhibited significant variability, ranging from less than one year up to more than 18 years on average.

  • Employment rate

At disease onset, the employment rate was 78.8% (weighted mean, range 45.4–100), at study entry 47.0% (range 18.5–100), and during the follow-up period 40.0% (range 4–88.2), as shown in Table 2 . Notably, a comparative analysis of the employment rates between Europe and North America indicated no substantial difference ( p  = 0.93). However, the comparison between Europe, North America and ‘other continents’ did yield significant differences (or nearly differences) with p -values of 0.003 and 0.08, respectively.

The employment rate exhibited no change, when comparing studies from the 1980s through to 2022. Specifically, the weighted mean for the years 1981–2000 was 49.2%, aligning closely with the corresponding figures for the years 2001–2010 (49.2%) and 2011–2022 43.6%. These findings were statistically non-significant, with p -values of 0.80 for comparison between year 1981–2000 and 2001–2010; 0.66 for 2001–2010 and 2011–2022, and 0.94 for 1981–2000 and 2011–2022, shown in Figure S 1 , see Additional file.

Among the studies included in the analysis, nineteen studies included data of employment at follow-up, with durations ranging from 1 to 20 years, Table 2 . For instance, Jäntti, 1999 [ 97 ] reported an employment rate 69% one year after disease onset, which gradually declined to 50% after 15 years and further to 20% after 20 years. Similarly, Mäkisara, 1982 [ 63 ] demonstrated that 60% of the patients were employed 5 years after disease onset, 50% after 10 years, and 33% after 15 years. Nikiphorou, 2012 [ 101 ] reported an employment rate of 67% at study entry, which decreased to 43% after 10 years.

In addition, seven studies included data of employment rate among patients comparing different medical treatments [ 18 , 44 , 56 , 91 , 105 , 110 , 119 ]. These studies indicated that, on average, 55.0% (weighted mean) of the patients were employed after receiving treatment with MTX, while 42.8% after undergoing treatment with a combination of MTX + Adalimumab (all patients were employed at disease onset in these specific studies).

Predictors for employment

Information of normative comparison data to use for meta-analysis of predictors for employment at study entry was available for age, gender, educational level, race, job type, comorbidities, MTX at any time, biological treatment at any time, prednisolone at any time, disease duration, HAQ score, joint pain (VAS-score), and disease activity (DAS28 score). Predictors for employment at study entry was being younger /age below 50 years, being a male, higher educational level (college or more), non-manual work, having no comorbidities, no medical treatment, short disease duration, and low HAQ score, VAS-score, or DAS28 score. Heterogeneity was small for age, gender, medical treatment, and moderate for educational level, and job type as indicted by the I 2 values, Table  3 , and shown in detail in Figures S 2 , S 3 , S 4 , S 5 , S 6 , S 7 , S 8 , S 9 , S 10 , S 11 , S 12 , S 13 , S 14 , S 15 and S 16 , see Additional file.

Assessment of quality of included studies

All studies were subject to rigorous quality assessment. These assessments resulted in categorisation of either medium quality ( n  = 64; 70%) or high-quality studies ( n  = 27; 30%), with no studies falling into the low-quality category. The quality assessment is shown in Tables  4 and 5 .

Notably, many studies were characterised by several common attributes, including cross-sectional study design, single-centre-settings, relatively small sample sizes, and the reliance on self-reported patient data. When including only the high-quality studies in the analyses, the employment rates at study entry changed from 47% (weighted mean, all studies) to 50% (weighted mean, high quality studies).

Key findings

This systematic review has identified a decline in the employment rate among patients with RA, with a notable decrease from disease onset during the study entry to follow-up, where only half of the patients were employed. These findings corroborate earlier research that indicated a substantial decline in employment rates among patients with RA over time. Notably, previous studies have reported that approximately one third of patients with RA stopped working within 2 to 3 years after disease onset, and more than half was unable to work after 10 to 15 years [ 23 , 63 , 93 , 97 , 101 ]. Only few studies have included data from the general population, comparing the employment rates with the rates for patients with RA [ 89 , 90 ]. Comparisons with the general population further underscored the challenges faced by RA patients, as their employment rates were consistently lower.

Despite changes in medical treatment, social security systems, and societal norms over the past decades, there was no significant improvement in the employment for patients with RA. This pattern aligns with data from the Global Burden of Disease studies, highlighting the persistent need for novel approaches and dedicated efforts to support patients with RA in sustaining employment [ 2 , 123 ]. Recent recommendations from EULAR (European Alliance of Associations for Rheumatology) and ACR (American College of Rheumatology) have emphasized the importance of enabling individuals with rheumatic and musculoskeletal diseases to engage in healthy and sustainable work [ 17 , 124 , 125 ].

While different countries possess different social laws and health care systems for supporting patients with chronic diseases, the variations in the weighted mean of employment rates across countries were relatively minor.

In the meta-analysis, one of the strongest predictors for maintaining employment was younger age at disease onset [ 43 , 51 , 101 , 116 ]. Verstappen, 2004 found that older patients with RA had an increased risk of becoming work disabled, potentially caused by the cumulative effects of long-standing RA, joint damage, and diminished coping mechanisms, compared to younger patients [ 23 ].

More women than men develop RA, however this study showed that a higher proportion of men managed to remain employed compared to women [ 18 , 36 , 42 , 43 , 46 , 62 , 71 , 89 , 101 , 116 ]. Previous studies have shown inconsistent results in this regard. Eberhart, 2007 found that a significantly higher number of men with RA worked even though there was no difference in any disease state between the sexes [ 93 ]. De Roos,1999 showed that work-disabled women were less likely to be well-educated and more likely to be in a nonprofessional occupation than working women. Interestingly, there was no association of these variables among men. Type of work and disease activity may influence work capacity more in women than in men [ 46 ]. Sokka, 2010 demonstrated a lower DAS28 and HAQ-score in men compared to women among the still working patients with RA, which indicated that women continued working at higher disability and disease activity levels compared with men [ 18 ].

Disease duration also played a significant role as a predictor of employment outcomes [ 33 , 36 , 45 , 71 , 77 , 86 , 102 , 111 ]. Longer disease duration correlate with decreased employment likelihood, which could be attributed to older age and increased joint damage and disability in patients with longer-standing RA.

Higher educational levels were associated with a greater possibility of employment [ 30 , 43 , 45 , 46 , 51 , 62 , 86 ]. This is probably due to enhanced job opportunities, flexibility, lower physical workload, better insurance coverage, and improved health care for well-educated individuals. This is further supported by the fact that having a manual work was a predictor for not being employed [ 30 , 39 , 43 , 44 , 45 ].

Furthermore, health-related quality of life, as measured by SF 36, lower disease activity (DAS28 scores), reduced joint pain (VAS-score), and lower disability (HAQ score) were additionally predictors for being employed [ 33 , 35 , 36 , 45 , 71 , 86 ]. This support the statement that the fewer symptoms from RA, the greater the possibility of being able to work.

The results showed that the presence of comorbidity was a predictor for not being employed, aligning with findings from previous studies that chronic diseases such as cardiovascular disease, lung disease, diabetes, cancer, and depression reduced the chances of being employed [ 126 ]. Moreover, the risk of exiting paid work increased with multimorbidity [ 127 ].

While limited data were available for assessing the impact of treatment on employment, indications suggested that patients with RA were receiving medical treatments, such as MTX or biological medicine, were more likely to be unemployed. One possible explanation for this phenomenon could be that patients with RA, who were receiving medical treatment, had a more severe and a longer duration of RA compared to those, who had never been on medical treatment. However, the scarcity of relevant studies necessitates caution when drawing definitive conclusions in this regard.

Therefore, the predictors for employment found in this review were being younger, being a male, having higher education, low disease activity, low disease duration, and being without comorbidities. This is supported by previous studies [ 93 , 116 ]

In summary, this review underscores the importance of managing disease activity, offering early support to patients upon diagnosis, and reducing physically demanding work to maintain employment among patients with RA. Achieving success in this endeavour requires close cooperation among healthcare professionals, rehabilitation institutions, companies, and employers. Furthermore, it is important that these efforts are underpinned by robust social policies that ensure favourable working conditions and provide financial support for individuals with physical disabilities, enabling them to remain active in the labour market.

Strengths and limitations

The strength of this review and meta-analysis lies in the inclusion of a large number of articles originating from various countries. Furthermore, the data showed a consistent employment rate in high quality studies compared to all studies. However, there are some limitations to this review. No librarian was used to define search terms and only three databases were searched. Furthermore, the initial search, selection of articles, data extraction, and analysis was undertaken only by one author, potentially leading to the omission of relevant literature and data. The review also extended back to 1966, with some articles from the 1970s and 1980s included. Given the significant changes in medical treatment, social security systems, and society over the past decades, the generalizability of the findings may be limited.

Moreover, the majority of studies did not include a control group from the general population, which limited the ability to compare employment rates with the general population in the respective countries. Many studies were cross-sectional in design, which limits the evidence of causality between employment rate and having RA. However, the employment rate was approximately the same in high quality studies compared to all studies, which supports an association. A substantial number of studies relied on self-reported employment rates, introducing the potential for recall bias. Additionally, many studies did not account for all relevant risk factors for unemployment failing to control for all relevant confounders.

EULAR have made recommendation for point to consider when designing, analysing, and reporting of studies with work participation as an outcome domain in patients with inflammatory arthritis. These recommendations include study design, study duration, and the choice of work participation outcome domains (e.g., job type, social security system) and measurement instruments, the power to detect meaningful effects, interdependence among different work participation outcome domains (e.g., between absenteeism and presentism), the populations included in the analysis of each work participation outcome domain and relevant characteristics should be described. In longitudinal studies work-status should be regularly assessed and changes reported, and both aggregated results and proportions of predefined meaningful categories should be considered [ 128 ]. Only some of the studies in this review met the requirements for high quality studies. In both older and newer studies methodological deficiencies persisted in study design, analysis, and reporting of results, as recommended by EULAR.

Perspectives for future studies

Future research in this area should focus on developing and evaluating new strategies to address the ongoing challenges faced by patients with RA in maintaining employment. Despite many initiatives over the years, there has been no success in increasing employment rates for patients with RA in many countries. Therefore, there is a pressing need for controlled studies that investigated the effectiveness of interventions such as education, social support, and workplace adaptations in improving employment outcomes for these individuals.

This systematic review underscores the low employment rate among patients with RA. Key predictors of sustained employment include being younger, having higher educational level, short disease duration, and lower disease activity, along with fewer comorbidities. Importantly, the review reveals that the employment rate has not changed significantly across different time periods. To support patients with RA in maintaining their employment, a comprehensive approach that combines early clinical treatment with social support is crucial. This approach can play a pivotal role in helping patients with RA stay connected to the labour market.

Availability of data and materials

The datasets used and/or analyzed during the current study are available in the supplementary file.

Abbreviations

  • Rheumatoid arthritis

Methotrexate

Newcastle Ottawa Quality Assessment Scale

Standard deviation

Not analyzed

Not relevant

Disease activity

Health Assessment Questionnaire

Visual analog scale for pain

European Alliance of Associations for Rheumatology

American College of Rheumatology

Almutairi K, Nossent J, Preen D, Keen H, Inderjeeth C. The global prevalence of rheumatoid arthritis: a meta-analysis based on a systematic review. Rheumatol Int. 2021;41:863–77.

Article   PubMed   Google Scholar  

Safiri S, Kolahi AA, Hoy D, Smith E, Bettampadi D, Mansournia MA, et al. Global, regional and national burden of rheumatoid arthritis 1990–2017: a systematic analysis of the Global Burden of Disease study 2017. Ann Rheum Dis. 2019;78:1463–71.

Verstappen SMM. Rheumatoid arthritis and work: The impact of rheumatoid arthritis on absenteeism and presenteeism. Best Pract Res Clin Rheumatol. 2015;29:495–511.

Madsen CMT, Bisgaard SK, Primdahl J, Christensen JR, von Bülow C. A systematic review of job loss prevention interventions for persons with inflammatory arthritis. J Occup Rehabil. 2021;4:866–85.

Kessler RC, Maclean JR, Petukhova M, Sarawate CA, Short L, Li TT, et al. The effects of rheumatoid arthritis on labor force participation, work performance, and healthcare costs in two workplace samples. J Occup Environ Med. 2008;50:88–98.

Filipovic I, Walker D, Forster F, Curry AS. Quantifying the economic burden of productivity loss in rheumatoid arthritis. Rheumatology. 2011;50:1083–90.

Burton W, Morrison A, Maclean R, Ruderman E. Systematic review of studies of productivity loss due to rheumatoid arthritis. Occup Med. 2006;56:18–27.

Article   Google Scholar  

Gunnarsson C, Chen J, Rizzo JA, Ladapo JA, Naim A, Lofland JH. The employee absenteeism costs of reumatoid arthritis. Evidence from US National Survey Data. J Occup Environ Med. 2015;57:635–42.

van der Noordt M, Ijzelenberg H, Droomers M, Proper KI. Health effects of employment: a systematic review of prospective studies. Occup Environ Health. 2014;71:730–6.

Google Scholar  

Virtanen M, Kivimäki M, Vahtera J, Elovainio M, Sund R, Virtanen P, et al. Sickness absence as a risk factor for job termination, unemployment, and disability pension among temporary and permanent employees. Occup Environ Med. 2006;63:212–7.

Article   CAS   PubMed   PubMed Central   Google Scholar  

Vilhelmsen J. Længerevarende sygefravær øger risikoen for udstødning [long-term sick-leave increase the risk of job termination]. 2007.  https://www.ae.dk/analyse/2007-10-laengerevarende-sygefravaer-oeger-risikoen-for-udstoedning .

Grønning K, Rødevand E, Steinsbekk A. Paid work is associated with improved health-related quality of life in patients with rheumatoid arthritis. Clin Rheumatol. 2010;29:1317–22.

Article   PubMed   PubMed Central   Google Scholar  

Chorus AMJ, Miedema HS, Boonen A, van der Linden S. Quality of life and work in patients with rheumatoid arthritis and ankylosing spondylitis of working age. Ann Rheum Dis. 2003;62:7.

Ma MHY, Kingsley GH, Scott DL. A systematic comparison of combination DMARD therapy and tumour necrosis inhibitor therapy with methotrexate in patients with early rheumatoid arthritis. Rheumatology (Oxford). 2010;49:91–8.

Article   CAS   PubMed   Google Scholar  

Vermeer M, Kuper HH, Hoekstra M, Haagsma CJ, Posthumus MD, Brus HL, et al. Implementation of a treat-to-target strategy in very early rheumatoid arthritis. Results of the Dutch arthritis monitoring remission induction cohort study. Arthritis Rheum. 2011;63:2865–72.

Vermeer M, Kuper HH, Bernelot Moens HJ, Drossaers-Bakker KW, van der Bijl AE, van Riel PL, et al. Sustained beneficial effects of a protocolized treat-to-target strategy in very early rheumatoid arthritis: three-year results of the Dutch rheumatoid arthritis monitoring remission induction cohort. Arthritis Care Res. 2013;65:1219–26.

Article   CAS   Google Scholar  

Boonen A, Webers C, Butink M, Barten B, Betteridge N, Black DC, et al. 2021 EULAR points to consider to support people with rheumatic and musculoskeletal diseases to participate in healthy and sustainable paid work. Ann Rheum Dis. 2023;82:57–64.

Sokka T, Kautianen H, Pincus T, Verstappen SMM, Aggarwai A, Alten R, et al. Work disability remains a major problem in rheumatoid arthritis in the 2000s: data from 32 countries in the QUEST-RA study. Arthritis Res Ther. 2010;1(R42):1–10.

OECD. Employment rate (indicator). 2020. https://dataoecd.org/emp/employment-rate.htm . Assessed on 11 May.

Hannerz H, Pedersen BH, Poulsen OM, Humle F, Andersen LL. A nationwide prospective cohort study on return to gainful occupation after stroke in Denmark 1996–2006. BMJ Open. 2011;1:1–5.

Tumin D, Chou H, Hayes D Jr, Tobias JD, Galantowicz M, McConnell PI. Employment after hearth transplantation among adults with congenital heart disease. Congenit Heart Dis. 2017;12:794–9.

Islam T, Dahlui M, Majid HA, Nahar AM, MohdTaib NA, Su TT, MyBCC study group. Factors associated with return to work of breast cancer survivors: a systematic review. BMC Public Health. 2014;14:1–13.

Verstappen SMM, Bijlsma JWJ, Verkleij H, Buskens E, Blaauw AAM, Borg EJ, Jacobs JWG. Overview of work disability in rheumatoid arthritis patients as observed in cross-sectional and longitudinal surveys. Arthritis Rheum. 2004;51:488–97.

Wilkie R, Bjork M, Costa-Black KM, Parker M, Pransky G. Managing work participation for people with rheumatic and musculoskeletal diseases. Best Pract Res. 2020;34:1–16.

Varekamp I, Haafkens JA, Detaille SI, Tak PP, van Dijk FJH. Preventing work disability among employees with rheumatoid arthritis: what medical preofessionals can learn form patients’ perspective. Arthritis Rheum. 2005;53:965–72.

Kirkeskov L, Carlsen RK, Lund T, Buus NH. Emloyment of patients with kidney failure treated with dialysis or kidney transplantation - a systematic review and metaanalysis. BMC Nephrol. 2021;22–348:1–17.

Page MJ, McKenzie JE, Bossuyt PM, Boutron I, Hoffmann TC, Mulrow CD, et al. The PRISMA 2020 statement: an updated guideline for reporting systematic reviews. BMJ. 2020;2021:372. https://doi.org/10.1136/bmj.n71 .

Wells GA, Shea B, O’Connell D, Peterson J, Welch V, Losos M, et al. Newcastle-Ottawa Scale (NOS) for assessing the quality if nonrandomized studies in meta-analyses. 2009. http://www.ohri.ca/programs/clinical_epidemiology/oxford.asp .

Al-Jabi SW, Seleit DI, Badran A, Koni A, Zyoud SH. Impact of socio-demographic and clinical characteristics on functional disability and health-related quality of life in patients with rheumatoid arthritis: a cross-sectional study from Palestine. Health Qual Life Outcomes. 2021;19:241.

Allaire SH, Anderson JJ, Meenan RF. Reducing work disability associated with rheumatoid arthritis: Identifiction of additional risk factors and persons likely to benefit from intervention. Arthritis Care Res. 1996;9(5):9.

Allaire S, Wolfe F, Niu J, Lavalley MP. Comtemporary prevalence and incidence of work disability associated with rheumatoid arthritis in the US. Arthritis Rheum. 2008;59(4):7.

Anno S, Sugioka Y, Inui K, Tada M, Okano T, Mamoto K. Evaluation of work disability in Japanese patients with rheumatoid arthritis: from the TOMORROW study. Clin Rheumatol. 2018;37:9.

Azevedo ABC, Ferraz MB, Ciconelli RM. Indirect costs of rheumatoid arthritis in Brazil. Value Health. 2008;11:869–77.

Backman CL, Kennedy SM, Chalmers A, Singer J. Participation in paid and unpaid work by adults with rheumatoid arthritis. J Rheumatol. 2004;31:47–57.

PubMed   Google Scholar  

Berner C, Haider S, Grabovac I, Lamprecht T, Fenzl KH, Erlacher L, et al. Work ability and employment in rheumatoid arthritis: a cross-sectional study on the role of muscle strength and lower extremity function. Int J Rheumatol. 2018;2018:11.

Bertin P, Fagnani F, Duburcq A, Woronoff AS, Chauvin P, Cukierman G, et al. Impact of rheumatoid arthritis on career progression, productivity, and employability: the PRET Study. Joint Bone Spine. 2016;83:6.

Bodur H, Borman P, Alper B, Keskin D. Work status and related variables in patients with rheumatoid arthitis and ankylosing spondylitis. Turk J Rheumatol. 2011;26(2):19.

Cadena J, Vinaccia S, Perez A, Rico MI, Hinojosa R, Anaya JM. The impact of disease activity on the quality of life, mental health status, and family dysfunction in Colombian patients with rheumatoid arthritis. Clin Rheumatol. 2003;9:142–50.

Callahan LF, Bloch DA, Pincus T. Identification of work disability in rheumatoid arthritis : physical, radiographic and laboratory variables do not add explanatory power to demographic and functional variables. J Clin Epidemiol. 1992;45(2):12.

Camilleri JP, Jessop AM, Davis S, Jessop JD, Hall M. A survey of factors affecting the capacity to work in patients with rheumatoid arthritis in South Wales. Clin Rehabil. 1995;9:4.

Chen MH, Lee MH, Liao HT, Chen WS, Lai CC, Tsai CY. Health-related quality of life outcomes in patients with rehumatoid arthritis and ankylosing spondylitis after tapering biologic treatment. Clin Rheumatol. 2018;37:429–38.

Chorus AMJ, Miedema HS, Wevers CJ, van der Linden S. Labour force participation among patients with rheumtoid arthritis. Ann Rheum Dis. 2000;59:6.

Chorus AMJ, Miedema HS, Wevers CJ, van der Linden S. Work factors and behavioural coping in relation to withdrawal from the labour force in patients with rheumatoid arthritis. Ann Rheum Dis. 2001;60:8.

Chung CP, Sokka T, Arbogast PG, Pincus T. Work disability in early rheumatoid arthritis: higher rates but better clinical status in Finland compared with the US. Ann Rheum Dis. 2006;65:5.

Dadoniene J, Stropuviene S, Venalis A, Boonen A. High work disability rate among rheumatoid arthritis patients in Lithuania. Arthritis Rheum. 2004;51:433–9.

De Roos AJ, Callahan LF. Differences by sex in correlates of work status in rheumatoid arthritis patients. Arthritis Care Res. 1999;12:381–91.

Dejaco C, Mueller T, Zamani O, Kurtz U, Egger S, Resch-Passini J, et al. A prospective study to evaluate the impact of Golimumab therapy on work productivity and activity, and quality of life in patients with rheumatoid arthritis, psoriatic arthritis and axil spondylarthritis in a real life setting in AUSTRIA. The Go-ACTIVE Study. Front Med. 2022;9:1–9.

Doeglas D, Suurmeijer T, Krol B, Sanderman R, van Leeuwen M, van Rijswijk M. Work disability in early rheumatoid arthritis. Ann Rheum Dis. 1995;54:6.

Fara N, Recchia O, Sequeira G, Sanchez K. Disability due to rheumatic diseases in the city of Junín, Argentina. Rheumatol Int. 2019;39:729–33.

Fifield J, Reisine S, Sheehan TJ, McQuillan J. Gender, paid work, and symptoms of emotional distress in rheumatoid arthritis patients. Arthritis Rheum. 1996;39:427–35.

Gomes RKS, Schreiner LC, Vieira MO, Machado PH, Nobre MRC. Staying in the labor force among patients with rheumatoid arthritis and associated factors in Southern Brazil. Adv Rheumatol. 2018;58(14):1–9.

Hamdeh HA, Al-Jabi SW, Koni A, Zyoud SH. Health-related quality of life and treatment satisfaction in Palestinians with rheumatoid arthritis: a cross-sectional study. BMC Rheumatol. 2022;6(19):1–12.

Hazes JM, Taylor P, Strand V, Purcaru O, Coteur G, Mease P. Physical function improvements and relief from fatigue and pain are associated with incresed productivity at work and at home in rheumatoid arthritis patients treated with certolizumab pegol. Rheumatology. 2010;49:1900–10.

Hulander E, Lindqvist HM, Wadell AT, Gjertsson I, Winkvist A, Bärebring L. Improvements in body composition after a proposed anti-inflammatory diet are modified by employment status in weight-stable patients with rheumatoid arthritis, a randomized controlled crossover trial. Nutrients. 2022;14:1058.

Intriago M, Maldonado G, Guerrero R, Moreno M, Moreno L, Rios C. Functional disability and its determinants in Ecudorian patients with rheumatoid arthritis. Open Access Rheumatol. 2020;12:97–104.

Kavanaugh A, Smolen JS, Emery P, Purcaru O, Keystone E, Richard L, et al. Effect of certolizumab pegol with ethotrexate on home and work place productivity and social activities in patients with active rheumatoid arthritis. Arthritis Rheum. 2009;61:1592–600.

Kwon JM, Rhee J, Ku H, Lee EK. Socioeconomic and employment status of patients with rheumatoid arthritis in Korea. Epidemiol Health. 2003;34:1–7.

Lacaille D, Sheps S, Spinelli JJ, Chalmers A, Esdaile JM. Identification of modifiable work-related factors that influence the risk of work disability in rheumatoid arthritis. Arthritis Rheum. 2004;51:843–52.

Lahiri M, Cheung PPM, Dhanasekaran P, Wong SR, Yap A, Tan DSH, et al. Evaluation of a multidisciplinary care model to improve quality of life in rheumatoid arthritis: a randomised controlled trial. Qual Life Res. 2022;31:1749–59.

Lapcevic M, Vukovic M, Gvozdenovic BS, Mioljevic V, Marjanovic S. Socioeconomic and therapy factor influence on self-reported fatigue, anxiety and depression in rheumatoid arthritis patients. Rev Bras Reumatol. 2017;57(6):12.

Mattila K, Buttgereit F, Tuominen R. Impact of morning stiffness on working behaviour and performance in people with rhematoid arthritis. Rheumatol Int. 2014;34:1751–8.

McQuillan J, Andersen JA, Berdahl TA, Willett J. Associations of rheumatoid arthritis and depressive symptoms over time: Are there differences by education, race/ethnicity, and gender? Arthritis Care Res. 2022;0:1–9.

Mäkisara GL, Mäkisara P. Prognosis of funcrional capacity and work capacity in rheumatoid arthritis. Clin Rheumatol. 1982;1(2):9.

Meenan RF, Yelin EH, Nevitt M, Epstein WV. The impact of chronic disease. A sociomedical profile of rheumatoid arthritis. Arthritis Rheum. 1981;24:544–9.

Morf H, Castelar-Pinheiro GR, Vargas-Santos AB, Baerwald C, Seifert O. Impact of clinical and psychological factors associated with depression in patients with rheumatoid arthritis: comparative study between Germany and Brazil. Clin Rheumatol. 2021;40:1779–87.

Newhall-Perry K, Law NJ, Ramos B, Sterz M, Wong WK, Bulpitt KJ, et al. Direct and indirect costs associated with the onset of seropositive rheumatoid arthritis. J Rheumatol. 2000;27:1156–63.

CAS   PubMed   Google Scholar  

Osterhaus JT, Purcaru O, Richard L. Discriminant validity, responsiveness and reliability of the rheumatoid arthritis-specific Work Productivity Survey (WPS-RA). Arthritis Res Ther. 2009;11(R73):1–12.

Pieringer H, Puchner R, Pohanka E, Danninger K. Power of national economy, disease control and employment status in patients with RA - an analytical multi-site ecological study. Clin Rheumatol. 2016;35:5.

Rosa-Gocalves D, Bernardes M, Costa L. Quality of life and functional capacity in patients with rheumatoid arthritis - Cross-sectional study. Reumatol Clin. 2018;14:360–6.

Sacilotto NC, Giorgi RDN, Vargas-Santos AB, Albuquerque CP, Radominski SC, Pereira IA, et al. Real - rheumatoid arthritis in real life - study cohort: a sociodemographic profile of rheumatoid arthritis in Brazil. Adv Rheumatol. 2020;60:20.

Shanahan EM, Smith M, Roberts-Thomson L, Esterman A, Ahern M. Influence of rheumatoid arthritis on work participation in Australia. Intern Med J. 2008;38:166–73.

Smolen JS, van der Heijde DM, Keystone EC, van Vollenhoven RF, Golding MB, Guérette B, et al. Association of joint space narrowing with impairment of physical function and work ability in patients with early rheumatoid arthritis: protection beyond disease control by adalimumab plus methotrexate. Ann Rheum Dis. 2012;72:1156–62.

Syngle D, Singh A, Verma A. Impact of rheumatoid arthritis on work capacity impairment and its predictors. Clin Rheumatol. 2020;39:1101–9.

Tamborenea MN, Pisoni C, Toloza S, Mysler E, Tate G. Pereira D et al Work instability in rheumatoid arthritis patients from Argentina: prevalence and associated factors. Rheumatol Int. 2015;35:107–14.

Tanaka Y, Kameda H, Saito K, Kanedo Y, Tanaka E, Yasuda S, et al. Response to tocilizumab and work productivity in patients with rheumatoid arthritis: 2-year follow-up of FIRST ACT-SC study. Mod Rheumatol. 2021;21:42–52.

van der Zee-Neuen A, Putrik P, Ramiro S, Keszei AP, Hmamouchi I, Dougados M, Boonen A. Large country differences in work outcomes in patients with RA - an analysis in the multinational study COMORA. Arthritis Res Ther. 2017;19:216.

van Jaarsveld CHM, Jacobs JWG, Schrijvers AJP, van Albada-Kuipers GA, Hofman DM, Bijlsma JWJ. Effects of rheumatoid arthritis on employment and social participation during the first years of disease in the Netherlands. Br J Rheumatol. 1998;37:848–53.

Verstappen SMM, Boonen A, Bijlsma JWJ, Buskens E, Verkleij H, Schenk Y, et al. Working status among Dutch patients with rheumatoid arthritis: work disability and working conditions. Rheumatology. 2005;44:202–6.

Vliet Vlieland TPM, Buitenhuis NA, van Zeben D, Vandenbroucke JP, Breedveld FC, Hazes JMW. Sociodemographic factors and the outcome of rheumatoid arthritis in young women. Ann Rheum Dis. 1994;53:803–6.

Li F, Ai W, Ye J, Wang C, Yuan S, Xie Y, et al. Inflammatory markers and risk factors of RA patients with depression and application of different scales in judging depression. Clin Rheumatol. 2022;41:2309–17.

Wan SW, He HG, Mak A, Lahiri M, Luo N, Cheung PP, et al. Health-related quality of life and its predictors among patients with rheumatoid arthritis. Appl Nurs Res. 2016;30:176–83.

Xavier RM, Zerbini CAF, Pollak DF, Morales-Torres JLA, Chalem P, Restrepo JFM, et al. Burden of rheumatoid arthritis on patients’ work productivity and quality of life. Adv Rheumatol. 2019;59:47.

Yajima N, Kawaguchi T, Takahashi R, Nishiwaki H, Toyoshima Y, Oh K, et al. Adherence to methotrexate and associated factors considering social desirability in patients with rheumatoid arthritis: a multicenter cross-sectional study. BMC Rheumatol. 2022;6(75):1–8.

Yates M, Ledingham JM, Hatcher PA, Adas M, Hewitt S, Bartlett-Pestell S, et al. Disease activity and its predictors in early inflammatory arthritis: findings from a national cohort. Rheumatology. 2021;60:4811–20.

Yelin E, Henke C, Epstein W. The work dynamics of the person with rheumatoid arthritis. Arthritis Rheum. 1987;30:507–12.

Zhang W, Bansback N, Guh D, Li X, Nosyk B, Marra CA, et al. Short-term influence of adalimumab on work productivity outcomes in patients with rheumatoid arthritis. J Rheumatol. 2008;35:1729–36.

Żołnierczyk-Zreda D, Jędryka-Góral A, Bugajska J, Bedyńska S, Brzosko M, Pazdur J. The relationship between work, mental health, physical health, and fatigue in patients with rheumatoid arthritis: a cross-sectional study. J Health Psychol. 2020;25:665–73.

da Rocha Castellar Pinheiro G, Khandker RK, Sato R, Rose A, Piercy J. Impact of rheumatoid arthritis on quality of life, work productivity and resource utilisation: an observational, cross-sectional study in Brazil. Clin Exp Rheumatol. 2013;31:334–40.

Albers JMC, Kuper HH, van Riel PLCM, Prevoo MLL, Van’t Hof MA, van Gestel AM, et al. Socio-economic consequences of rheumatoid arthritis in the first year of the disease. Rheumatology. 1999;38:423–30.

Barrett EM, Scott DGI, Wiles NJ. The impact of rheumatoid arthritis on employment status in the early years of disease: a UK community-based study. Rheumatology. 2000;39:7.

Bejano V, Quinn M, Conaghan PG, Reece R, Keenan AM, Walker D, et al. Effect of the early use of the anti–tumor necrosis factor Adalimumab on the prevention of job loss in patients with early rheumatoid arthritis. Arthritis Care Res. 2008;59:1467–74.

Eberhardt K, Larsson BM, Nived K. Early rheumatoid arthritis – some social, economical, and psychological aspects. Scand J Rheum. 1993;22:119–23.

Eberhardt K, Larsson BM, Nived K, Lindqvist E. Work disability in rheumatoid arthritis- development over 15 years and evaluation of predictive factors over time. J Rheumatol. 2007;34:481–7.

Halpern MT, Cifaldi MA, Kvien TK. Impact of adalimumab on work participation in rheumatoid arthritis: comparison of an open-label extension study and a registry-based control group. Ann Rheum Dis. 2009;68:930–7.

Herenius MMJ, Hoving JI, Sluiter JK, Raterman HG, Lems WF, Dijkmans BAC, et al. Improvement of work ability, quality of life, and fatique in patients with rheumatoid arthritis treated with adalimumab. J Occup Environ Health. 2010;52:618–21.

Hoving JL, Bartelds GM, Sluiter JK, Sadiraj K, Groot I, Lems WF, et al. Perceived work ability, quality of life, and fatigue in patients with rheumatoid arthritis after a 6-month course of TNF inhibitors: prospective intervention study and partial economic evaluation. Scand J Rheumatol. 2009;38:246–50.

Jäntti J, Aho K, Kaarela K, Kautiainen H. Work disability in an inception cohort of patients with seropositive rheumatoid arthritis: a 20 year study. Rheumatology. 1999;38:4.

Kaarela K, Lehtinen K, Luukkainen R. Work capacity of patients with inflammatory joint diseases: an eight-year follow-up study. Scand J Rheumatol. 1987;16:403–6.

McWilliams DF, Varughese S, Young A, Kiely PD, Walsh DA. Work disability and state benefit claims in early rheumatoid arthritis: the ERAN cohort. Rheumatology. 2014;53:9.

Mau W, Bornmann M, Weber H, Weidemann HF, Hecker H, Raspe HH. Prediction of permanent work disability in a follow-up study of early rheumatoid arthritis: results of a tree structured analysis using RECPAM. Br J Rheumatol. 1996;35:652–9.

Nikiphorou E, Guh D, Bansback N, Zhang W, Dixey J, Williams P, et al. Work disability rates in RA. Results from an inception cohort with 24 years follow-up. Rheumatology. 2012;51:8.

Nordmark B, Blomqvist P, Andersson B, Hägerström M, Nordh-Grate K, Rönnqvist R, et al. A two-year follow-up of work capacity in early rheumatoid arthritis: a study of multidisciplinary team care with emphasis on vocational support. Scand J Rheumatol. 2006;35:7–14.

Pincus T, Callahan LF, Sale WG, Brooks AL, Payne LE, Vaughn WK. Severe functional declines, work disability, and increased mortality in seventy-five rheumatoid arthritis patients studied over mine years. Arthritis Rheum. 1984;27:864–72.

Puolakka K, Kautiainen H, Möttönen T, Hannonen P, Hakala M, Korpela M, et al. Predictors of productivity loss in early rheumatoid arthritis: a 5 year follow up study. Ann Rheum Dis. 2005;64:130–3.

Puolakka K, Kautiainen H, Möttönen T, Hannonen P, Korpela M, Julkunen H, et al. Impact of initial aggressive drug treatment with a combination of disease-modifying antirheumatic drugs on the development of work disability in early rheumatoid arthritis. Arthritis Rheum. 2004;50:55–62.

Reisine S, Fifield J, Walsh S, Feinn R. Factors associated with continued employment among patients with rheumatoid arthritis: a survival model. J Rheumatol. 2001;28:2400–8.

Reisine S, Fifield J, Walsh S, Dauser D. Work disability among two cohorts of women with recent onset rheumatoid arthritis: a survival analysis. Arthritis Rheum. 2007;57:372–80.

Robinson HS, Walters K. Return to work after treatment of rheumatoid arthritis. Can Med Assoc J. 1971;105:166–9.

CAS   PubMed   PubMed Central   Google Scholar  

Smolen JS, Han C, van der Heijde D, Emery P, Bathon JM, Keystone E, et al. Infliximab treatment maintains employability in patients with early rheumatoid arthritis. Arthritis Rheum. 2006;54:716–22.

van Vollenhoven RF, Cifaldi MA, Ray S, Chen N, Weisman MH. Improvement in work place and household productivity for patients with early rheumatoid arthritis treated with adalimumab plus methotrexate: work outcomes and their correlations with clinical and radiographic measures from a randomized controlled trial companion study. Arthritis Care Res. 2010;62:226–34.

Vazquez-Villegas ML, Gamez-Nava JI, Celis A, Sanchez-Mosco D, de la Cerda-Trujillo LF, Murillo-Vazquez JD, et al. Prognostic factors for permanent work disability in patients with rheumatoid arthritis who received combination therapy of conventional synthetic disease-modifying antirheumatic drugs. A retrospective cohort study. J Clin Rheumatol. 2017;23:376–82.

Verstappen SMM, Jacobs JWG, Kruize AA, Erlich JC, van Albada-Kuipers GA, Verkleij H, et al. Trends in economic consequences of rheumatoid arthritis over two subsequent years. Rheumatology. 2007;46:968–74.

Vlak T, Eldar R. Disability in rheumatoid arthritis after monotherapy with DMARDs. Int J Rehabil Res. 2003;26:207–12.

Yelin E, Trupin L, Katz P, Lubeck D, Rush S, Wanke L. Association between etanercept use and employment outcomes among patients with rheumatoid arthritis. Arthritis & Rheum. 2003;48:3046–54.

Young A, Dixey J, Cox N, Davies P, Devlin J, Emery P, et al. How does functional disability in early rheumatoid arthritis (RA) affect patients and their lifes? Results of 5 years of follow-up in 732 patients from the Early RA Study (ERAS). Rheumatology. 2000;39:603–11.

Young A, Dixey J, Kulinskaya E, Cox N, Davies P, Devlin J, et al. Which patients stop working because of rheumatoid arthritis? Results of five years’ follow up in 732 patients from the Early RA Study (ERAS). Ann Rheum Dis. 2002;61:335–40.

Zirkzee EJM, Sneep AC, de Buck PDM, Allaart CF, Peeters AJ, Ronday HK, et al. Sick leave and work disability in patients with early arthritis. Clin Rheumatol. 2008;27:9.

Reisine S, McQuillan J, Fifield J. Predictors of work disability in rheumatoid arthritis patients. Arthritis Rheum. 2005;38:1630–7.

Verstappen SMM, Watson KD, Lunt M, McGrother K, Symmons PM, Hyrich KL. Working status in patients with rheumatoid arthritis, ankylosing spondylitis and psoriatic arthritis: results from the British Society for Rheumatology Biogics Register. Rheumatology. 2010;49:1570–7.

Nissilä M, Isomäki H, Kaarela K, Kiviniemi P, Martio J, Sarna S. Prognosis of inflammatory joint diseases. A three-year follow-up study. Scand J Rheumatol. 1983;12:33–8.

Han C, Smolen J, Kavanaugh A, St.Clair EW, Baker D, Bala M. Comparison of employability outcomes among patients with early or long-standing rheumatoid arthritis. Arthritis Rheum. 2008;59:510–4.

Gwinnutt JM, Leggett S, Lunt M, Barton A, Hyrich KL, Walker-Bone K, et al. Predictors of presenteeism, absenteeism and job loss in patients commencing methotrexate or biologic therapy for rheumatoid arthritis. Rheumatology. 2020;59:2908–19.

Cieza A, Causey K, Kamenov K, Hanson SW, Chatterji S, Vos T. Global estimates of the need for rehabilitation based on the Global Burden of Disease study 2019: a systematic analysis for the Global Burden of Disease Study 2019. Lancet. 2020. https://doi.org/10.1016/S0140-6736(20)32340-0:1-12 .

Gwinnutt JM, Wieczorek M, Balanescu A, Bischoff-Ferrari HA, Boonen A, Cavalli G, et al. 2021 EULAR recommendations regarding lifestyle behaviours and work participation to prevent progression of rheumatic and musculoskeletal diseases. Ann Rheum Dis. 2023;82:48–56.

England BR, Smith BJ, Baker NA, Barton JL, Oatis CA, Guyatt G, et al. 2022 American College of Rheumatology Guideline for exercise, rehabilitation, diet, and additional integrative interventions for rheumatoid arthritis. Arthritis Care Res. 2023;75:1603–15.

Vu M, Carvalho N, Clarke PM, Buchbinder R, Tran-Duy A. Impact of comorbid conditions on healtcare expenditure and work-related outcomes in patients with rheumatoid arthritis. J Rheumatol. 2021;48:1221–9.

Amaral GSG, Ots P, Brouwer S, van Zon SKR. Multimorbidity and exit from paid employment: the effect of specific combinations of chronic health conditions. Eur J Public Health. 2022;32:392–7.

Boonen A, Putrik P, Marques ML, Alunno A, Abasolo L, Beaton D, et al. EULAR Points to Consider (PtC) for designing, analysing and reporting of studies with work participation as an outcome domain in patients with inflammatory arthritis. Ann Rheum Dis. 2021;80:1116–23.

Lajas C, Abasolo L, Bellajdel B, Hernandez-Garcia C, Carmona L, Vargas E, et al. Costs and predictors of costs in rheumatoid arthritis: A prevalence-based study. Arthritis Care Res. 2003;49:64–70.

Reisine S, McQuillan J, Fifield J. Predictors of work disability in rheumatoid arthritis patients. Arthritis Rheum. 1995;38:1630–7.

Download references

Acknowledgements

Open access funding provided by Royal Library, Copenhagen University Library

Author information

Authors and affiliations.

Department of Social Medicine, University Hospital Bispebjerg-Frederiksberg, Copenhagen, Denmark

Lilli Kirkeskov & Katerina Bray

Department of Social Medicine, University Hospital Bispebjerg-Frederiksberg, Nordre Fasanvej 57, Vej 8, Opgang 2.2., 2000, Frederiksberg, Denmark

Lilli Kirkeskov

Department of Occupational and Social Medicine, Holbaek Hospital, Holbaek, Denmark

Katerina Bray

You can also search for this author in PubMed   Google Scholar

Contributions

LK performed the systematic research, including reading articles, performed the blinded quality assessment and the meta-analysis, and drafted and revised the article. KM performed the blinded quality assessment and the discussion afterwards of articles to be included in the research and the scores, and drafted and revised the article.

Corresponding author

Correspondence to Lilli Kirkeskov .

Ethics declarations

Ethics approval and consent to participate.

Not applicable as this is a systematic review. All the studies that are included have obtained ethical approval and consent as appreciated by the journal in which they have been published.

Consent for publication

Not applicable.

Competing interests

The authors declare no competing interests.

Additional information

Publisher’s note.

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

Supplementary Information

Additional file 1: figure s1..

Employment; year of investigation.

Additional file 2: Figure S2.

Forest Plot of Comparison: Predictors for employment. Outcome: Younger or older age.

Additional file 3: Figure S3.

Forest Plot of Comparison: Predictors for employment. Outcome: >50 yr or <50 yr of age.

Additional file 4: Figure S4.

Forest Plot of Comparison: Predictors for employment. Outcome: Gender: Male or Female.

Additional file 5: Figure S5.

Forest Plot of Comparison: Predictors for employment. Outcome: Educational level: no college education or college education or higher.

Additional file 6: Figure S6.

Forest Plot of Comparison: Predictors for employment. Outcome: no comorbidities present or one or more comorbidities present.

Additional file 7: Figure S7.

Forest Plot of Comparison: Predictors for employment. Outcome: Ethnicity: Caucasian or other than Caucasian.

Additional file 8: Figure S8.

Forest Plot of Comparison: Predictors for employment. Outcome: Short or long disease duration.

Additional file 9: Figure S9.

Forest Plot of Comparison: Predictors for employment. Outcome: Low or high Health Assessment Questionnaire, HAQ-score.

Additional file 10: Figure S10.

Forest Plot of Comparison: Predictors for employment. Outcome: Low or high VAS-score.

Additional file 11: Figure S11.

Forest Plot of Comparison: Predictors for employment. Outcome: Job type: blue collar workers or other job types.

Additional file 12: Figure S12.

Forest Plot of Comparison: Predictors for employment. Outcome: No MTX or MTX.

Additional file 13: Figure S13.

Forest Plot of Comparison: Predictors for employment. Outcome: No biological or biological.

Additional file 14: Figure S14.

Forest Plot of Comparison: Predictors for employment. Outcome: No prednisolone or prednisolone.

Additional file 15: Figure S15.

Forest Plot of Comparison: Predictors for employment. Outcome: Low or high DAS score.

Additional file 16: Figure S16.

Forest Plot of Comparison: Predictors for employment. Outcome: Low or high SF 36-score.

Rights and permissions

Open Access This article is licensed under a Creative Commons Attribution 4.0 International License, which permits use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons licence, and indicate if changes were made. The images or other third party material in this article are included in the article's Creative Commons licence, unless indicated otherwise in a credit line to the material. If material is not included in the article's Creative Commons licence and your intended use is not permitted by statutory regulation or exceeds the permitted use, you will need to obtain permission directly from the copyright holder. To view a copy of this licence, visit http://creativecommons.org/licenses/by/4.0/ . The Creative Commons Public Domain Dedication waiver ( http://creativecommons.org/publicdomain/zero/1.0/ ) applies to the data made available in this article, unless otherwise stated in a credit line to the data.

Reprints and permissions

About this article

Cite this article.

Kirkeskov, L., Bray, K. Employment of patients with rheumatoid arthritis - a systematic review and meta-analysis. BMC Rheumatol 7 , 41 (2023). https://doi.org/10.1186/s41927-023-00365-4

Download citation

Received : 07 June 2023

Accepted : 20 October 2023

Published : 14 November 2023

DOI : https://doi.org/10.1186/s41927-023-00365-4

Share this article

Anyone you share the following link with will be able to read this content:

Sorry, a shareable link is not currently available for this article.

Provided by the Springer Nature SharedIt content-sharing initiative

  • Return to work
  • Unemployment

BMC Rheumatology

ISSN: 2520-1026

review of related studies meaning

生涯学の創出-超高齢社会における発達・加齢観の刷新

  • A01 Perception and Cognition
  • A02 Cognitive and Social Neuroscience
  • A03 Clinical Psychology
  • B01 Elderly Social Participation
  • B02 Well-being
  • C01 Tacit Knowledge
  • C02 Humans-Things
  • D01 Adult and Community Education
  • Administrative
  • AY 2021 Publicly Offered Research
  • AY 2023 Publicity offered research
  • Research achievements
  • Activity report
  • Kasai, Y. 2024. Discovering the meaning of social groups and events through collaborative research with local communities: Case studies of folklores as repertoires of symbiosis. The KeMCo Review 2: 10-28.
  • research achievement

村上太一, 北崎充晃. 2024. バーチャル身体化における変身パタンが身体変容感、身体所有感、行為主体感に及ぼす効果. 日本バーチャルリアリティ学会論文誌 29(1): 39-46.

Li, w., tsutsui, j., tanaka, k. 2024. what kind of “outlook of life” do we hold in 100-year-old era: results from web survey. journal of applied sociology 66: 93-106..

IMAGES

  1. Review of Related Literature and Studies

    review of related studies meaning

  2. Review of Related Studies and Literature This section tells all the

    review of related studies meaning

  3. Chapter 6 the review of related literature and studies

    review of related studies meaning

  4. 🎉 Sample review of related literature. Sample review of related

    review of related studies meaning

  5. Review Of Related Literature And Studies Sample Thesis

    review of related studies meaning

  6. REVIEW OF RELATED LITERATURE AND STUDIES

    review of related studies meaning

VIDEO

  1. Difference between Research paper and a review. Which one is more important?

  2. Sessions 2 and 3 Research Seminar for Elementary School Teacher

  3. How to Write Chapter II Theoretical Background/Review of Related Literature and Studies

  4. Ph.D. Chapter two Literature Review for a Thesis| HOW TO WRITE CHAPTE TWO for Ph.D

  5. How to Write the Review of Related Literature

  6. SUMAS CrS: University Recognition 👨🏻‍🎓🏫✨

COMMENTS

  1. Review of Related Literature: Format, Example, & How to Make RRL

    A review of related literature (RRL) is a part of the research report that examines significant studies, theories, and concepts published in scholarly sources on a particular topic. An RRL includes 3 main components: A short overview and critique of the previous research.

  2. How to Write a Literature Review

    Examples of literature reviews. Step 1 - Search for relevant literature. Step 2 - Evaluate and select sources. Step 3 - Identify themes, debates, and gaps. Step 4 - Outline your literature review's structure. Step 5 - Write your literature review.

  3. How to Write Review of Related Literature (RRL) in Research

    Tips on how to write a review of related literature in research. Given that you will probably need to produce a number of these at some point, here are a few general tips on how to write an effective review of related literature 2. Define your topic, audience, and purpose: You will be spending a lot of time with this review, so choose a topic ...

  4. A quick guide to conducting an effective review of related ...

    Identify relevant literature: The first and foremost step to conduct an RRL is to identify relevant literature. You can do this through various sources, online and offline. When going through the resources, make notes and identify key concepts of each resource to describe in the review. Discovering relevant work is highly important.

  5. 3 Conducting a Review of Related Literature

    In the previous chapter, you were introduced to the concept of a review of related literature. All quantitative, qualitative, and action research articles will have a section devoted to a review of related literature, and while historical and philosophical studies may not typically include a distinct literature review section, they will still be grounded in relevant literature in one manner or ...

  6. 5. The Literature Review

    The body of literature includes all studies that address related or identical hypotheses or research problems. A well-done integrative review meets the same standards as primary research in regard to clarity, rigor, and replication. This is the most common form of review in the social sciences. Historical Review

  7. How does the review of related literature (RRL) help the ...

    The RRL should not simply summarize sources, but critically analyze and evaluate published studies to provide a clear picture of the state of the knowledge on the subject. Coming to your question, pinpointing exactly how an RRL would help the accuracy and validity of your research is a bit difficult without knowing the field of your research.

  8. Reviewing literature for research: Doing it the right way

    Selecting the right quality of literature is the key to successful research literature review. The quality can be estimated by what is known as "The Evidence Pyramid.". The level of evidence of references obtained from the aforementioned search tools are depicted in Figure 9. Systematic reviews obtained from Cochrane library constitute ...

  9. How to write review of related literature in research?

    A literature review is a critical analysis of existing literature in a research field. It evaluates the contribution made by other researchers in that field and highlights gaps in knowledge that need to be addressed. To begin with, you can read a lot of articles, books, and other published works on the topics of your interest.

  10. Ten Simple Rules for Writing a Literature Review

    The topic must at least be: interesting to you (ideally, you should have come across a series of recent papers related to your line of work that call for a critical summary), an important aspect of the field (so that many readers will be interested in the review and there will be enough material to write it), and.

  11. What is a literature review?

    A literature or narrative review is a comprehensive review and analysis of the published literature on a specific topic or research question. The literature that is reviewed contains: books, articles, academic articles, conference proceedings, association papers, and dissertations. It contains the most pertinent studies and points to important ...

  12. (PDF) Review of related literature

    Introduction "Review of related Literature" is mostly known as the second chapter in almost every empirical thesis. But it is the very first step to know, to explore and to understand the area of ...

  13. Chapter II. REVIEW OF RELATED LITERATURE AND STUDIES

    review of related literature and studies¶ The literature and studies cited in this chapter tackle the different concept, understanding, and ideas, generalization or conclusions and different development related to study of the enrollment from the past up to the present and which serves as the researchers guide in developing the project.

  14. Related Literature

    Related literature is a collection of facts and principles that are related to your research topic. Learn the difference between related studies and related literature, the best sources for related studies, and the importance of review of related literature (RRL) for your research.

  15. CHAPTER 2 REVIEW OF RELATED LITERATURE AND STUDIES

    A Critical Paper: The Miseducation of the Filipinos. Ezekiel Succor. Download Free PDF. View PDF. CHAPTER 2 REVIEW OF RELATED LITERATURE AND STUDIES This chapter presents the related literature and studies after the thorough and in-depth search done by the researchers.

  16. Chapter 2 Review of Related Literature and Studies

    A review of related literature and studies is the theories which the researchers use to explain the existence of a research problem and use as a bases in analyzing relationship between variables can be generated from reference books and of collecting, selecting and reading books, journals, reports, abstract, and other reference materials.

  17. Q: How do I do a review of related literature (RRL)?

    A review of related literature (RRL) is a detailed review of existing literature related to the topic of a thesis or dissertation. In an RRL, you talk about knowledge and findings from existing literature relevant to your topic. If you find gaps or conflicts in existing literature, you can also discuss these in your review, and if applicable ...

  18. What are related studies in research? How it is helpful ...

    Usually, related studies is about reviewing or studying existing works carried out in your project/research field. Especially, for Ph.D candidate's related works is important constraint since pave path to entire research process. Related studies can be taken from journals, magazines, website links, government reports and other source.

  19. Related Literature and Related Studies

    Pastoral Poetry, Definition, Origin, Characteristics and Examples. ... A survey or review of related literature and studies is very important because such reviewed literature and studies serve as a foundation of the proposed study. This is because related literature and studies guide the researcher in pursuing his research venture.

  20. Review of Related Literature, Meaning, Rationale, Types and Sources

    The study has discovered that many words have been formed through some word formation processes such as, compounding, neologisms semantic, extension that were created by politicians in Hausa language.

  21. CHAPTER -II REVIEW OF RELATED STUDIES

    A review of the related literature studies makes the scholar familiar with what is already unknown and with what is unknown and unproved. 2. The review of the related literature enables the researcher to define the limits of his field; it helps the researcher to delimit and defines his problem. 3. It brings the researcher up to date on the work. 4.

  22. Example of Review of Related Literature and Studies

    Related Literature In this part of the research study, the researchers will include all the related literature and studies, providing five (5) literatures and five (5) studies. Peperomia pellucida, locally known as "ulasimang-bato" or "pansit-pansitan", has long been used in Philippine traditional medicine for its analgesic, anti ...

  23. How can I re-write the RRL to RRS?

    In casual parlance, review of the related literature (RRL) and review of related studies (RRS) might be used interchangeably; however, there is a subtle difference. An RRL reviews as much of the literature possible around a particular research problem. This literature can include various article types, including theoretical articles, reviews ...

  24. Diagnostic delay of sarcoidosis: an integrated systematic review

    No qualitative studies examining people's experiences of diagnostic delay were identified. The mean diagnostic delay for sarcoidosis is almost 8 months, which has objective consequences for patient management. On the other hand, there is a paucity of evidence about the experience of diagnostic delay in sarcoidosis and factors related to this.

  25. Employment of patients with rheumatoid arthritis

    Background Patients with rheumatoid arthritis (RA) have difficulties maintaining employment due to the impact of the disease on their work ability. This review aims to investigate the employment rates at different stages of disease and to identify predictors of employment among individuals with RA. Methods The study was carried out according to the Preferred Reporting Items for Systematic ...

  26. Kasai, Y. 2024. Discovering the meaning of social groups and events

    Discovering the meaning of social groups and events through collaborative research with local communities: Case studies of folklores as repertoires of symbiosis. The KeMCo Review 2: 10-28. ... Related Posts. 丹羽朋子, 陳昭. 2024. 第12章「芸術―資源・身体・協働の先へ」 .