Using Publish or Perish to do a literature review
Shows you how to do a comprehensive literature review with publish or perish
Note: Since Publish or Perish version 7, the previously separate All of the words, Any of the words, etc. fields are now consolidated into a single Keywords field in order to facilitate transparent keyword searches and literature reviews across data sources.
Note: You can use "quoted phrases" and the Boolean operators AND, OR, and NOT to achieve the same results -and more- as with the previously separate fields. Not all data sources support all Boolean operators even if the Publish or Perish syntax allows them. For details see the General/keyword search section of the Publish or Perish User's Manual.
To conduct a literature review search in Google Scholar (or Microsoft Academic or another data source) you can use Publish or Perish. Depending on how broad you want the results to be, you could use Any of the words, All of the words or The phrase. In Google Scholar, this will match these words anywhere in the resulting publications. If you use The phrase, the words will be matched in the order they were entered.
If you want to narrow down the results, ticking the Title words only box will only provide publications where the words are included in the title. As one would normally expect important publications in a field to include relevant key words in their title, this might be a good strategy.
Worked example: Born global firms
Let’s assume you would like to know what has been written about the relatively new concept of "born global" firms in international business. Born global firms are firms who start operating internationally from their inception, rather than starting out as domestic firms first and only internationalising gradually. To do so enter "born global" OR "born globals" in All of the words, check the Title words only box. This results in around 400 papers, three of which have been cited more than 1500 times. The screenshot above shows all papers with more than 400 citations.
Sorting the results by year allows us to identify the "founding author(s)" of the concept. Below I have reproduced all articles with born global in the title until 2000; the first publication was in 1993 by MW Rennie in McKinsey Quarterly. The paper talks about a McKinsey study amongst Australian firms that identified small and medium-sized companies that successfully competed against large, established players in the global arena without first building a home base. Hence, a consulting firm in Australia first discovered the phenomenon.
The second publication is an editorial by a well-known academic in International Marketing, who – in the Journal of International Marketing – reports on the results of the McKinsey study that he discovered when spending 6 months as a Fullbright Scholar in Australia. Cavusgil (1994:4) says: “I would like to comment on an interesting phenomenon in the Australian export scene. It is relevant to those of us in other post-industrial economies and, hopefully, should spur some research interests.”
Interestingly, the third publication is also about Australian born globals, this time wine producers. However, even after 20 years, the article hasn’t generated a single citation.This seems to suggest it has not been picked by researchers, no doubt largely caused by the fact that it was published in a rather obscure and specialized journal (Australian and New Zealand Wine Industry Journal). The Australian angle is also apparent in a later conceptual paper by Kandasaami at the University of Western Australia in 1998. Interestingly, this paper did gather nearly 50 citations, despite being an unpublished working paper.
Historical development of the field
Cavusgil took his own recommendation to heart and started researching this phenomenon, leading to a very highly cited publication in 1996 – co-authored with Gary Knight – in the research annual Advances in International Marketing. Both Knight and Cavusgil went on to publish many other papers in this field. They were joined at an early stage by Danish academic Tage Madsen, who, with his Danish co-authors Servais and Rasmussen, published a number of papers on the topic. In 1999, the phenomenon was also picked up in the UK, where Gurau & Ranchhod researched biotechnology firms.
By 2000 the topic had spread to researchers in the USA (Harveston et al.), Ireland (Bell), Finland (Autio, Sasi, Saarenketo), and Israel (Almor). Interest remained strong amongst researchers these countries, but after 2000 they were joined by researchers in Sweden, Portugal, and New Zealand. With the exception of some researchers in the USA and Israel, the phenomenon thus initially attracted most interest from academics in “small” economies at the peripheries of the world. The mid 2000s saw the interest in the phenomenon expand to countries such as Germany, Switzerland, Mexico, Korea, with Latin American countries (Brazil, Columbia, Costa Rica) and Italy joining from the late 2000s.
In the early 2010s the geographical interest had spread to India, China, and Eastern Europe. The year 2012 saw the publication of a Handbook of Research on Born Globals with 18 chapters by different researchers in the field, as well as an annotated bibliography. In 2015, the 2014 JIBS decade award went to Knight’s and Cavusgil’s paper on “Innovation, organizational capabilities, and the born-global firm”. In the same year, Gary Knight published a review article (“Born global firms: Evolution of a contemporary phenomenon”) in Advances in International Marketing. It appears that after 20 years, the topic of “born globals” has reached maturity.
Sorting our earlier results on born global firms by publication allows us to identify the journals that publish articles relating to this topic. All of the mainstream international business journals (Journal of International Business Studies, Journal of World Business, Management International Review, and International Business Review) contained a substantial number of papers on the topic.
Specialized International Marketing journals such as International Marketing Review and Journal of International Marketing also contain a large number of papers on this topic. Most born global firms are exporters rather than multinationals with subsidiaries abroad. Exporting has traditionally been a topic of interest to the International Marketing community.
Finally, the results also show a large number of papers in the International Journal of Globalisation and Small Business and a very large number of papers in the Journal of International Entrepreneurship. This illustrates that the born global phenomenon often concerns small and medium sized firms and that the early internationalization decision should be seen in the context of entrepreneurship.
Follow up on key publications in the field
Your literature review will discover the seminal publications in the field. These could be publications that are highly cited or publications that deal with exactly the topic you are interested in. Normally, you will want to ensure that you also review papers citing this seminal piece of work. These papers will often show up in your initial search, but if they look at the phenomenon from a different angle and don’t refer to the exact same concepts, they will not be captured.
So how can you use Publish or Perish to follow up on publications that cite your seminal publications? Simply right-click on the seminal work and chose Lookup citations in Publish or Perish. This will look all referring works and present them ordered by the number of citations. The screenshot below shows the ten most highly cited articles that cite the first publication on born globals (Rennie 1996). Of these, six were already included in our initial search, as they have born global in the title.
Of the remaining articles, those by Alba et al. and Quelch & Klein are probably not very relevant. However, the publications by Rialp, Rialp & Knight and Jones & Covielo appear highly relevant, even though they do not mention the terms born global in the title.
Searching Microsoft Academic in Publish or Perish from version 5 onwards
From version 5 onwards Publish or Perish allows for searching Microsoft Academic as a data-source. This provides you with several features that make doing a literature review even easier.
- Microsoft Academic doesn't have a limit for the number of results. Hence you can instruct Publish or Perish to return more than 1000 results by changing the maximum number of result per query in the preferences.
- As a default option Microsoft Academic searches for specified keywords only in the title and abstract (rather than the whole article). This will generally present you with a more accurate result.
- Unlike Google Scholar, Microsoft Academic doesn't suffer from truncation. Hence, using the PoP5's new option to export bibliographic details, you can simply select the relevant references and your desired referencing format to copy the exact references.
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Copyright © 2022 Anne-Wil Harzing. All rights reserved. Page last modified on Sat 11 Jun 2022 11:55
Anne-Wil Harzing is Professor of International Management at Middlesex University, London and visiting professor of International Management at Tilburg University. She is a Fellow of the Academy of International Business, a select group of distinguished AIB members who are recognized for their outstanding contributions to the scholarly development of the field of international business. In addition to her academic duties, she also maintains the Journal Quality List and is the driving force behind the popular Publish or Perish software program.