literature-review

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Academic literature review using Raul Pacheco-Vega's methods (AIC reading, Conceptual Synthesis Excel, research memos). Use for systematic reading and synthesis of academic or professional literature on a topic.

danieldekay By danieldekay schedule Updated 3/4/2026

name: literature-review description: "Academic literature review using Raul Pacheco-Vega's methods (AIC reading, Conceptual Synthesis Excel, research memos). Use for systematic reading and synthesis of academic or professional literature on a topic."

Literature Review Skill (Pacheco-Vega Method)

Overview

A systematic methodology for reading, analyzing, and synthesizing academic and professional literature, based on the methods developed by Raul Pacheco-Vega (raulpacheco.org). The core tools are the AIC reading method, the Conceptual Synthesis Excel (CSE), and research memos.

When to Use This Skill

  • Conducting a literature review for a research project or article
  • Systematically reading and processing multiple academic papers
  • Building understanding of a scholarly field or debate
  • Preparing to write a research-grounded piece
  • Understanding the state of knowledge on a complex topic

The AIC Reading Method

The AIC method structures how you read each individual source. Three passes, each with a distinct purpose:

A — Analytical Reading (Pass 1)

Question: "What does this text actually say?"

Extract:

  • Thesis/main argument: What is the author claiming?
  • Structure: How is the argument organized?
  • Methodology: How did they gather/analyze evidence?
  • Key data: What specific evidence do they present?
  • Definitions: How do they define key terms?
  • Scope: What does the paper explicitly cover and exclude?

Output: Factual summary — no interpretation yet.

I — Interpretive Reading (Pass 2)

Question: "What does this mean in context?"

Analyze:

  • Implications: What follows from these findings?
  • Connections: How does this relate to other sources you've read?
  • Context: How does this fit in the broader scholarly conversation?
  • Assumptions: What unstated assumptions does the author make?
  • Significance: Why does this matter for your research question?
  • Surprises: What was unexpected or counterintuitive?

Output: Interpretive layer added to the analytical notes.

C — Critical Reading (Pass 3)

Question: "How strong is this, and what's missing?"

Assess:

  • Evidence quality: Is the evidence sufficient for the claims?
  • Methodology strength: Are there methodological limitations?
  • Bias indicators: Does the author have evident biases or conflicts?
  • Gaps: What doesn't this source address that it should?
  • Counter-arguments: What would opponents say?
  • Contribution: What does this uniquely add to the field?

Output: Complete AIC note (see template: analytical-note.md)

The Conceptual Synthesis Excel (CSE)

The CSE is a matrix that tracks how different sources address shared themes. It's the main tool for detecting patterns across the literature.

Structure

              | Theme A    | Theme B    | Theme C    | Theme D    |
Source 1      | [how S1    | [how S1    |            | [how S1    |
              |  addresses |  addresses |            |  addresses |
              |  Theme A]  |  Theme B]  |            |  Theme D]  |
Source 2      |            | [how S2    | [how S2    | [how S2    |
              |            |  addresses |  addresses |  addresses |
              |            |  Theme B]  |  Theme C]  |  Theme D]  |
Source 3      | [how S3    |            | [how S3    |            |
              |  addresses |            |  addresses |            |
              |  Theme A]  |            |  Theme C]  |            |

How to Build

  1. Start after 3 sources — you need enough to see patterns
  2. Themes emerge from reading — don't predefine them all
  3. Add columns as new themes appear — the matrix grows horizontally
  4. Each cell is a brief summary — not a full note, just how that source addresses that theme
  5. Empty cells are data — they show which sources DON'T address which themes
  6. Review the matrix after every 3-5 new sources — look for patterns

Pattern Detection

After building the CSE, look for:

  • Vertical patterns: A theme that every source addresses → core concept
  • Empty columns: A theme only one source addresses → unique contribution or niche
  • Contradictory cells: Sources that disagree on a theme → tension to investigate
  • Empty rows: A source that doesn't fit themes → outlier, possibly irrelevant
  • Clustering: Groups of sources that address the same themes → schools of thought

Research Memos

Memos are short analytical essays (500-1000 words) that synthesize what you've learned. They are NOT summaries — they are arguments.

When to Write

  • After processing 3-5 related sources
  • When a clear pattern emerges from the CSE
  • When you find a contradiction you can analyze
  • When you have enough evidence to make an argument

Memo Structure

  1. Opening statement: Your argument or observation (1-2 sentences)
  2. Evidence: What the sources show (with citations)
  3. Analysis: Why this matters, what it means
  4. Tensions: Where sources disagree and why
  5. Implications: What follows from this analysis
  6. Open questions: What still needs investigation

Memo Rules

  • Argue, don't summarize — memos take a position
  • Cite every claim — trace everything to sources
  • Keep it focused — one main idea per memo
  • Connect to your question — how does this serve your research?
  • Write for your future self — you'll re-read this months later

The Literature Matrix

A master tracking document for the entire review. More comprehensive than the CSE, more structured than a bibliography.

Fields Tracked

Field Purpose
Citation Full bibliographic reference
Type Empirical / Theoretical / Review / Commentary
Methodology How evidence was gathered
Key findings Main contributions
Relevance How it connects to your question
AIC Status Which passes completed
Quality Tier 1-5 assessment
Themes Which CSE themes it addresses

Integration with Zettelkasten

Every piece of this methodology maps to Zettelkasten note types:

Pacheco-Vega Artifact Zettelkasten Note Type Tags
AIC reading note literature literature-review, aic-reading
CSE matrix structure literature-review, cse-matrix
Research memo permanent literature-review, research-memo
Literature matrix structure literature-review, lit-matrix

Link Types for Literature Review

  • supports — Source provides evidence for a claim in another note
  • contradicts — Source disagrees with another source's findings
  • extends — Source builds on or deepens another's work
  • refines — Source clarifies or nuances another's argument
  • questions — Source raises doubts about another's methodology or conclusions

Templates

All templates in .github/skills/literature-review/templates/:

Template Artifact Usage
analytical-note.md AIC reading note Per source, during Phase 2
conceptual-synthesis.md CSE matrix Living document, Phase 3
research-memo.md Synthesis memo Per theme, Phase 4
literature-matrix.md Source tracker Living document, Phase 1-5

Anti-Patterns

  • Reading without structure: Reading papers without the AIC framework — leads to shallow understanding
  • Summarizing instead of synthesizing: Creating summaries instead of memos — misses the point
  • CSE neglect: Not updating the matrix — you'll miss patterns
  • Isolated notes: Creating literature notes without linking — defeats Zettelkasten purpose
  • Premature synthesis: Writing memos before reading enough sources — conclusions won't be grounded
  • Scope creep: Following every citation chain — stay within review boundaries
Install via CLI
npx skills add https://github.com/danieldekay/ai-ops --skill literature-review
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