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
- Start after 3 sources — you need enough to see patterns
- Themes emerge from reading — don't predefine them all
- Add columns as new themes appear — the matrix grows horizontally
- Each cell is a brief summary — not a full note, just how that source addresses that theme
- Empty cells are data — they show which sources DON'T address which themes
- 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
- Opening statement: Your argument or observation (1-2 sentences)
- Evidence: What the sources show (with citations)
- Analysis: Why this matters, what it means
- Tensions: Where sources disagree and why
- Implications: What follows from this analysis
- 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 notecontradicts— Source disagrees with another source's findingsextends— Source builds on or deepens another's workrefines— Source clarifies or nuances another's argumentquestions— 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