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AI tools and documents for engineering and project management.

Technical Literature Evidence Matrix

Map technical publications and primary records to engineering claims while preserving applicability limits.

How to use this template

This Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.

This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.

The form prepares a separate brief; it does not fill the Word or Excel file.

Read product descriptions in your language. The Word and Excel template files are in English.

Selected page preview · XLSX

Only selected pages are shown. This is not the complete template. The full editable Word or Excel file is supplied with purchase.

Learning

How to use this template

When you need it

Use when publications or primary technical records inform an engineering decision. Maintain it during research so source selection, extracted claims and applicability limits remain traceable before conclusions are drafted.

What it helps you decide

The record shows exactly which claim each source supports and where evidence conflicts. It prevents a citation from being treated as project validation when the underlying study used different conditions or scale.

How to complete it

  1. Document the search question, terms and dates, then assign Source ID and Locator. Record reasons for inclusion or exclusion without claiming exhaustive coverage unsupported by the method.
  2. Paraphrase Claim supported and describe Method / setting. Separate the authors' conclusion from project interpretation and retain Evidence limitations and any stated conflicts.
  3. Assess Project applicability and Conflicting evidence before setting Review disposition. Identify unresolved questions needing project-specific investigation rather than replacing validation with a publication reference.

Who prepares and reviews it

A research or discipline engineer prepares entries from accessible sources. A technically competent reviewer assesses relevance and limitations; the engineering decision owner determines what additional project-specific evidence is required before reliance.

A mistake to avoid

Citing a paper that discusses the technology without checking whether it supports the specific claimed performance creates an appearance of evidence without a valid connection.

Illustrative example

Illustrative example: a designer reviews published evidence on a strengthening technique for an existing structure. The register links each claim to the studied materials and loading conditions. Differences from the actual building become validation questions before the designer decides whether the technique deserves detailed assessment.

Explore the wider topic

Document contents

  • Document control and decision owner
  • Evidence, scope and applicability
  • Search and selection record
  • Claim extraction
  • Evidence quality and relevance
  • Synthesis and next question
  • Open points, competent review and decision

Required inputs

  • Project / asset identity, assessment date, scope and authorized decision owner
  • Verified source documents with exact revision and record locators
  • Defined research question and inclusion scope
  • Actual accessible publications and primary records
  • Search dates and search terms
  • Technical reviewer criteria for applicability

Practical tools.
Professional judgment.

Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.

Prepare project brief