strategies for research project

Research Design 101

Everything You Need To Get Started (With Examples)

By: Derek Jansen (MBA) | Reviewers: Eunice Rautenbach (DTech) & Kerryn Warren (PhD) | April 2023

Navigating the world of research can be daunting, especially if you’re a first-time researcher. One concept you’re bound to run into fairly early in your research journey is that of “ research design ”. Here, we’ll guide you through the basics using practical examples , so that you can approach your research with confidence.

Overview: Research Design 101

What is research design.

• Research design types for quantitative studies
• Video explainer : quantitative research design
• Research design types for qualitative studies
• Video explainer : qualitative research design
• How to choose a research design
• Key takeaways

Research design refers to the overall plan, structure or strategy that guides a research project , from its conception to the final data analysis. A good research design serves as the blueprint for how you, as the researcher, will collect and analyse data while ensuring consistency, reliability and validity throughout your study.

Understanding different types of research designs is essential as helps ensure that your approach is suitable  given your research aims, objectives and questions , as well as the resources you have available to you. Without a clear big-picture view of how you’ll design your research, you run the risk of potentially making misaligned choices in terms of your methodology – especially your sampling , data collection and data analysis decisions.

The problem with defining research design…

One of the reasons students struggle with a clear definition of research design is because the term is used very loosely across the internet, and even within academia.

Some sources claim that the three research design types are qualitative, quantitative and mixed methods , which isn’t quite accurate (these just refer to the type of data that you’ll collect and analyse). Other sources state that research design refers to the sum of all your design choices, suggesting it’s more like a research methodology . Others run off on other less common tangents. No wonder there’s confusion!

In this article, we’ll clear up the confusion. We’ll explain the most common research design types for both qualitative and quantitative research projects, whether that is for a full dissertation or thesis, or a smaller research paper or article.

Research Design: Quantitative Studies

Quantitative research involves collecting and analysing data in a numerical form. Broadly speaking, there are four types of quantitative research designs: descriptive , correlational , experimental , and quasi-experimental . 

Descriptive Research Design

As the name suggests, descriptive research design focuses on describing existing conditions, behaviours, or characteristics by systematically gathering information without manipulating any variables. In other words, there is no intervention on the researcher’s part – only data collection.

For example, if you’re studying smartphone addiction among adolescents in your community, you could deploy a survey to a sample of teens asking them to rate their agreement with certain statements that relate to smartphone addiction. The collected data would then provide insight regarding how widespread the issue may be – in other words, it would describe the situation.

The key defining attribute of this type of research design is that it purely describes the situation . In other words, descriptive research design does not explore potential relationships between different variables or the causes that may underlie those relationships. Therefore, descriptive research is useful for generating insight into a research problem by describing its characteristics . By doing so, it can provide valuable insights and is often used as a precursor to other research design types.

Correlational Research Design

Correlational design is a popular choice for researchers aiming to identify and measure the relationship between two or more variables without manipulating them . In other words, this type of research design is useful when you want to know whether a change in one thing tends to be accompanied by a change in another thing.

For example, if you wanted to explore the relationship between exercise frequency and overall health, you could use a correlational design to help you achieve this. In this case, you might gather data on participants’ exercise habits, as well as records of their health indicators like blood pressure, heart rate, or body mass index. Thereafter, you’d use a statistical test to assess whether there’s a relationship between the two variables (exercise frequency and health).

As you can see, correlational research design is useful when you want to explore potential relationships between variables that cannot be manipulated or controlled for ethical, practical, or logistical reasons. It is particularly helpful in terms of developing predictions , and given that it doesn’t involve the manipulation of variables, it can be implemented at a large scale more easily than experimental designs (which will look at next).

That said, it’s important to keep in mind that correlational research design has limitations – most notably that it cannot be used to establish causality . In other words, correlation does not equal causation . To establish causality, you’ll need to move into the realm of experimental design, coming up next…

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Experimental Research Design

Experimental research design is used to determine if there is a causal relationship between two or more variables . With this type of research design, you, as the researcher, manipulate one variable (the independent variable) while controlling others (dependent variables). Doing so allows you to observe the effect of the former on the latter and draw conclusions about potential causality.

For example, if you wanted to measure if/how different types of fertiliser affect plant growth, you could set up several groups of plants, with each group receiving a different type of fertiliser, as well as one with no fertiliser at all. You could then measure how much each plant group grew (on average) over time and compare the results from the different groups to see which fertiliser was most effective.

Overall, experimental research design provides researchers with a powerful way to identify and measure causal relationships (and the direction of causality) between variables. However, developing a rigorous experimental design can be challenging as it’s not always easy to control all the variables in a study. This often results in smaller sample sizes , which can reduce the statistical power and generalisability of the results.

Moreover, experimental research design requires random assignment . This means that the researcher needs to assign participants to different groups or conditions in a way that each participant has an equal chance of being assigned to any group (note that this is not the same as random sampling ). Doing so helps reduce the potential for bias and confounding variables . This need for random assignment can lead to ethics-related issues . For example, withholding a potentially beneficial medical treatment from a control group may be considered unethical in certain situations.

Quasi-Experimental Research Design

Quasi-experimental research design is used when the research aims involve identifying causal relations , but one cannot (or doesn’t want to) randomly assign participants to different groups (for practical or ethical reasons). Instead, with a quasi-experimental research design, the researcher relies on existing groups or pre-existing conditions to form groups for comparison.

For example, if you were studying the effects of a new teaching method on student achievement in a particular school district, you may be unable to randomly assign students to either group and instead have to choose classes or schools that already use different teaching methods. This way, you still achieve separate groups, without having to assign participants to specific groups yourself.

Naturally, quasi-experimental research designs have limitations when compared to experimental designs. Given that participant assignment is not random, it’s more difficult to confidently establish causality between variables, and, as a researcher, you have less control over other variables that may impact findings.

All that said, quasi-experimental designs can still be valuable in research contexts where random assignment is not possible and can often be undertaken on a much larger scale than experimental research, thus increasing the statistical power of the results. What’s important is that you, as the researcher, understand the limitations of the design and conduct your quasi-experiment as rigorously as possible, paying careful attention to any potential confounding variables .

Research Design: Qualitative Studies

There are many different research design types when it comes to qualitative studies, but here we’ll narrow our focus to explore the “Big 4”. Specifically, we’ll look at phenomenological design, grounded theory design, ethnographic design, and case study design.

Phenomenological Research Design

Phenomenological design involves exploring the meaning of lived experiences and how they are perceived by individuals. This type of research design seeks to understand people’s perspectives , emotions, and behaviours in specific situations. Here, the aim for researchers is to uncover the essence of human experience without making any assumptions or imposing preconceived ideas on their subjects.

For example, you could adopt a phenomenological design to study why cancer survivors have such varied perceptions of their lives after overcoming their disease. This could be achieved by interviewing survivors and then analysing the data using a qualitative analysis method such as thematic analysis to identify commonalities and differences.

Phenomenological research design typically involves in-depth interviews or open-ended questionnaires to collect rich, detailed data about participants’ subjective experiences. This richness is one of the key strengths of phenomenological research design but, naturally, it also has limitations. These include potential biases in data collection and interpretation and the lack of generalisability of findings to broader populations.

Grounded Theory Research Design

Grounded theory (also referred to as “GT”) aims to develop theories by continuously and iteratively analysing and comparing data collected from a relatively large number of participants in a study. It takes an inductive (bottom-up) approach, with a focus on letting the data “speak for itself”, without being influenced by preexisting theories or the researcher’s preconceptions.

As an example, let’s assume your research aims involved understanding how people cope with chronic pain from a specific medical condition, with a view to developing a theory around this. In this case, grounded theory design would allow you to explore this concept thoroughly without preconceptions about what coping mechanisms might exist. You may find that some patients prefer cognitive-behavioural therapy (CBT) while others prefer to rely on herbal remedies. Based on multiple, iterative rounds of analysis, you could then develop a theory in this regard, derived directly from the data (as opposed to other preexisting theories and models).

Grounded theory typically involves collecting data through interviews or observations and then analysing it to identify patterns and themes that emerge from the data. These emerging ideas are then validated by collecting more data until a saturation point is reached (i.e., no new information can be squeezed from the data). From that base, a theory can then be developed .

As you can see, grounded theory is ideally suited to studies where the research aims involve theory generation , especially in under-researched areas. Keep in mind though that this type of research design can be quite time-intensive , given the need for multiple rounds of data collection and analysis.

Ethnographic Research Design

Ethnographic design involves observing and studying a culture-sharing group of people in their natural setting to gain insight into their behaviours, beliefs, and values. The focus here is on observing participants in their natural environment (as opposed to a controlled environment). This typically involves the researcher spending an extended period of time with the participants in their environment, carefully observing and taking field notes .

All of this is not to say that ethnographic research design relies purely on observation. On the contrary, this design typically also involves in-depth interviews to explore participants’ views, beliefs, etc. However, unobtrusive observation is a core component of the ethnographic approach.

As an example, an ethnographer may study how different communities celebrate traditional festivals or how individuals from different generations interact with technology differently. This may involve a lengthy period of observation, combined with in-depth interviews to further explore specific areas of interest that emerge as a result of the observations that the researcher has made.

As you can probably imagine, ethnographic research design has the ability to provide rich, contextually embedded insights into the socio-cultural dynamics of human behaviour within a natural, uncontrived setting. Naturally, however, it does come with its own set of challenges, including researcher bias (since the researcher can become quite immersed in the group), participant confidentiality and, predictably, ethical complexities . All of these need to be carefully managed if you choose to adopt this type of research design.

Case Study Design

With case study research design, you, as the researcher, investigate a single individual (or a single group of individuals) to gain an in-depth understanding of their experiences, behaviours or outcomes. Unlike other research designs that are aimed at larger sample sizes, case studies offer a deep dive into the specific circumstances surrounding a person, group of people, event or phenomenon, generally within a bounded setting or context .

As an example, a case study design could be used to explore the factors influencing the success of a specific small business. This would involve diving deeply into the organisation to explore and understand what makes it tick – from marketing to HR to finance. In terms of data collection, this could include interviews with staff and management, review of policy documents and financial statements, surveying customers, etc.

While the above example is focused squarely on one organisation, it’s worth noting that case study research designs can have different variation s, including single-case, multiple-case and longitudinal designs. As you can see in the example, a single-case design involves intensely examining a single entity to understand its unique characteristics and complexities. Conversely, in a multiple-case design , multiple cases are compared and contrasted to identify patterns and commonalities. Lastly, in a longitudinal case design , a single case or multiple cases are studied over an extended period of time to understand how factors develop over time.

As you can see, a case study research design is particularly useful where a deep and contextualised understanding of a specific phenomenon or issue is desired. However, this strength is also its weakness. In other words, you can’t generalise the findings from a case study to the broader population. So, keep this in mind if you’re considering going the case study route.

How To Choose A Research Design

Having worked through all of these potential research designs, you’d be forgiven for feeling a little overwhelmed and wondering, “ But how do I decide which research design to use? ”. While we could write an entire post covering that alone, here are a few factors to consider that will help you choose a suitable research design for your study.

Data type: The first determining factor is naturally the type of data you plan to be collecting – i.e., qualitative or quantitative. This may sound obvious, but we have to be clear about this – don’t try to use a quantitative research design on qualitative data (or vice versa)!

Research aim(s) and question(s): As with all methodological decisions, your research aim and research questions will heavily influence your research design. For example, if your research aims involve developing a theory from qualitative data, grounded theory would be a strong option. Similarly, if your research aims involve identifying and measuring relationships between variables, one of the experimental designs would likely be a better option.

Time: It’s essential that you consider any time constraints you have, as this will impact the type of research design you can choose. For example, if you’ve only got a month to complete your project, a lengthy design such as ethnography wouldn’t be a good fit.

Resources: Take into account the resources realistically available to you, as these need to factor into your research design choice. For example, if you require highly specialised lab equipment to execute an experimental design, you need to be sure that you’ll have access to that before you make a decision.

Keep in mind that when it comes to research, it’s important to manage your risks and play as conservatively as possible. If your entire project relies on you achieving a huge sample, having access to niche equipment or holding interviews with very difficult-to-reach participants, you’re creating risks that could kill your project. So, be sure to think through your choices carefully and make sure that you have backup plans for any existential risks. Remember that a relatively simple methodology executed well generally will typically earn better marks than a highly-complex methodology executed poorly.

Recap: Key Takeaways

We’ve covered a lot of ground here. Let’s recap by looking at the key takeaways:

• Research design refers to the overall plan, structure or strategy that guides a research project, from its conception to the final analysis of data.
• Research designs for quantitative studies include descriptive , correlational , experimental and quasi-experimenta l designs.
• Research designs for qualitative studies include phenomenological , grounded theory , ethnographic and case study designs.
• When choosing a research design, you need to consider a variety of factors, including the type of data you’ll be working with, your research aims and questions, your time and the resources available to you.

If you need a helping hand with your research design (or any other aspect of your research), check out our private coaching services .

Psst… there’s more (for free)

This post is part of our dissertation mini-course, which covers everything you need to get started with your dissertation, thesis or research project. 

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Is there any blog article explaining more on Case study research design? Is there a Case study write-up template? Thank you.

Thanks this was quite valuable to clarify such an important concept.

Thanks for this simplified explanations. it is quite very helpful.

This was really helpful. thanks

Thank you for your explanation. I think case study research design and the use of secondary data in researches needs to be talked about more in your videos and articles because there a lot of case studies research design tailored projects out there.

Please is there any template for a case study research design whose data type is a secondary data on your repository?

This post is very clear, comprehensive and has been very helpful to me. It has cleared the confusion I had in regard to research design and methodology.

This post is helpful, easy to understand, and deconstructs what a research design is. Thanks

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Thank you very much for the post. It is wonderful and has cleared many worries in my mind regarding research designs. I really appreciate .

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Research Design | Step-by-Step Guide with Examples

Published on 5 May 2022 by Shona McCombes . Revised on 20 March 2023.

A research design is a strategy for answering your research question  using empirical data. Creating a research design means making decisions about:

• Your overall aims and approach
• The type of research design you’ll use
• Your sampling methods or criteria for selecting subjects
• Your data collection methods
• The procedures you’ll follow to collect data
• Your data analysis methods

A well-planned research design helps ensure that your methods match your research aims and that you use the right kind of analysis for your data.

Table of contents

Step 1: consider your aims and approach, step 2: choose a type of research design, step 3: identify your population and sampling method, step 4: choose your data collection methods, step 5: plan your data collection procedures, step 6: decide on your data analysis strategies, frequently asked questions.

• Introduction

Before you can start designing your research, you should already have a clear idea of the research question you want to investigate.

There are many different ways you could go about answering this question. Your research design choices should be driven by your aims and priorities – start by thinking carefully about what you want to achieve.

The first choice you need to make is whether you’ll take a qualitative or quantitative approach.

Qualitative research designs tend to be more flexible and inductive , allowing you to adjust your approach based on what you find throughout the research process.

Quantitative research designs tend to be more fixed and deductive , with variables and hypotheses clearly defined in advance of data collection.

It’s also possible to use a mixed methods design that integrates aspects of both approaches. By combining qualitative and quantitative insights, you can gain a more complete picture of the problem you’re studying and strengthen the credibility of your conclusions.

Practical and ethical considerations when designing research

As well as scientific considerations, you need to think practically when designing your research. If your research involves people or animals, you also need to consider research ethics .

• How much time do you have to collect data and write up the research?
• Will you be able to gain access to the data you need (e.g., by travelling to a specific location or contacting specific people)?
• Do you have the necessary research skills (e.g., statistical analysis or interview techniques)?
• Will you need ethical approval ?

At each stage of the research design process, make sure that your choices are practically feasible.

Prevent plagiarism, run a free check.

Within both qualitative and quantitative approaches, there are several types of research design to choose from. Each type provides a framework for the overall shape of your research.

Types of quantitative research designs

Quantitative designs can be split into four main types. Experimental and   quasi-experimental designs allow you to test cause-and-effect relationships, while descriptive and correlational designs allow you to measure variables and describe relationships between them.

With descriptive and correlational designs, you can get a clear picture of characteristics, trends, and relationships as they exist in the real world. However, you can’t draw conclusions about cause and effect (because correlation doesn’t imply causation ).

Experiments are the strongest way to test cause-and-effect relationships without the risk of other variables influencing the results. However, their controlled conditions may not always reflect how things work in the real world. They’re often also more difficult and expensive to implement.

Types of qualitative research designs

Qualitative designs are less strictly defined. This approach is about gaining a rich, detailed understanding of a specific context or phenomenon, and you can often be more creative and flexible in designing your research.

The table below shows some common types of qualitative design. They often have similar approaches in terms of data collection, but focus on different aspects when analysing the data.

Your research design should clearly define who or what your research will focus on, and how you’ll go about choosing your participants or subjects.

In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you’ll actually collect data from.

Defining the population

A population can be made up of anything you want to study – plants, animals, organisations, texts, countries, etc. In the social sciences, it most often refers to a group of people.

For example, will you focus on people from a specific demographic, region, or background? Are you interested in people with a certain job or medical condition, or users of a particular product?

The more precisely you define your population, the easier it will be to gather a representative sample.

Sampling methods

Even with a narrowly defined population, it’s rarely possible to collect data from every individual. Instead, you’ll collect data from a sample.

To select a sample, there are two main approaches: probability sampling and non-probability sampling . The sampling method you use affects how confidently you can generalise your results to the population as a whole.

Probability sampling is the most statistically valid option, but it’s often difficult to achieve unless you’re dealing with a very small and accessible population.

For practical reasons, many studies use non-probability sampling, but it’s important to be aware of the limitations and carefully consider potential biases. You should always make an effort to gather a sample that’s as representative as possible of the population.

Case selection in qualitative research

In some types of qualitative designs, sampling may not be relevant.

For example, in an ethnography or a case study, your aim is to deeply understand a specific context, not to generalise to a population. Instead of sampling, you may simply aim to collect as much data as possible about the context you are studying.

In these types of design, you still have to carefully consider your choice of case or community. You should have a clear rationale for why this particular case is suitable for answering your research question.

For example, you might choose a case study that reveals an unusual or neglected aspect of your research problem, or you might choose several very similar or very different cases in order to compare them.

Data collection methods are ways of directly measuring variables and gathering information. They allow you to gain first-hand knowledge and original insights into your research problem.

You can choose just one data collection method, or use several methods in the same study.

Survey methods

Surveys allow you to collect data about opinions, behaviours, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews.

Observation methods

Observations allow you to collect data unobtrusively, observing characteristics, behaviours, or social interactions without relying on self-reporting.

Observations may be conducted in real time, taking notes as you observe, or you might make audiovisual recordings for later analysis. They can be qualitative or quantitative.

Other methods of data collection

There are many other ways you might collect data depending on your field and topic.

If you’re not sure which methods will work best for your research design, try reading some papers in your field to see what data collection methods they used.

Secondary data

If you don’t have the time or resources to collect data from the population you’re interested in, you can also choose to use secondary data that other researchers already collected – for example, datasets from government surveys or previous studies on your topic.

With this raw data, you can do your own analysis to answer new research questions that weren’t addressed by the original study.

Using secondary data can expand the scope of your research, as you may be able to access much larger and more varied samples than you could collect yourself.

However, it also means you don’t have any control over which variables to measure or how to measure them, so the conclusions you can draw may be limited.

As well as deciding on your methods, you need to plan exactly how you’ll use these methods to collect data that’s consistent, accurate, and unbiased.

Planning systematic procedures is especially important in quantitative research, where you need to precisely define your variables and ensure your measurements are reliable and valid.

Operationalisation

Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalisation means turning these fuzzy ideas into measurable indicators.

If you’re using observations , which events or actions will you count?

If you’re using surveys , which questions will you ask and what range of responses will be offered?

You may also choose to use or adapt existing materials designed to measure the concept you’re interested in – for example, questionnaires or inventories whose reliability and validity has already been established.

Reliability and validity

Reliability means your results can be consistently reproduced , while validity means that you’re actually measuring the concept you’re interested in.

For valid and reliable results, your measurement materials should be thoroughly researched and carefully designed. Plan your procedures to make sure you carry out the same steps in the same way for each participant.

If you’re developing a new questionnaire or other instrument to measure a specific concept, running a pilot study allows you to check its validity and reliability in advance.

Sampling procedures

As well as choosing an appropriate sampling method, you need a concrete plan for how you’ll actually contact and recruit your selected sample.

That means making decisions about things like:

• How many participants do you need for an adequate sample size?
• What inclusion and exclusion criteria will you use to identify eligible participants?
• How will you contact your sample – by mail, online, by phone, or in person?

If you’re using a probability sampling method, it’s important that everyone who is randomly selected actually participates in the study. How will you ensure a high response rate?

If you’re using a non-probability method, how will you avoid bias and ensure a representative sample?

Data management

It’s also important to create a data management plan for organising and storing your data.

Will you need to transcribe interviews or perform data entry for observations? You should anonymise and safeguard any sensitive data, and make sure it’s backed up regularly.

Keeping your data well organised will save time when it comes to analysing them. It can also help other researchers validate and add to your findings.

On their own, raw data can’t answer your research question. The last step of designing your research is planning how you’ll analyse the data.

Quantitative data analysis

In quantitative research, you’ll most likely use some form of statistical analysis . With statistics, you can summarise your sample data, make estimates, and test hypotheses.

Using descriptive statistics , you can summarise your sample data in terms of:

• The distribution of the data (e.g., the frequency of each score on a test)
• The central tendency of the data (e.g., the mean to describe the average score)
• The variability of the data (e.g., the standard deviation to describe how spread out the scores are)

The specific calculations you can do depend on the level of measurement of your variables.

Using inferential statistics , you can:

• Make estimates about the population based on your sample data.
• Test hypotheses about a relationship between variables.

Regression and correlation tests look for associations between two or more variables, while comparison tests (such as t tests and ANOVAs ) look for differences in the outcomes of different groups.

Your choice of statistical test depends on various aspects of your research design, including the types of variables you’re dealing with and the distribution of your data.

Qualitative data analysis

In qualitative research, your data will usually be very dense with information and ideas. Instead of summing it up in numbers, you’ll need to comb through the data in detail, interpret its meanings, identify patterns, and extract the parts that are most relevant to your research question.

Two of the most common approaches to doing this are thematic analysis and discourse analysis .

There are many other ways of analysing qualitative data depending on the aims of your research. To get a sense of potential approaches, try reading some qualitative research papers in your field.

A sample is a subset of individuals from a larger population. Sampling means selecting the group that you will actually collect data from in your research.

For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

Statistical sampling allows you to test a hypothesis about the characteristics of a population. There are various sampling methods you can use to ensure that your sample is representative of the population as a whole.

Operationalisation means turning abstract conceptual ideas into measurable observations.

For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioural avoidance of crowded places, or physical anxiety symptoms in social situations.

Before collecting data , it’s important to consider how you will operationalise the variables that you want to measure.

The research methods you use depend on the type of data you need to answer your research question .

• If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts, and meanings, use qualitative methods .
• If you want to analyse a large amount of readily available data, use secondary data. If you want data specific to your purposes with control over how they are generated, collect primary data.
• If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.

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How to plan a research project

Whether for a paper or a thesis, define your question, review the work of others – and leave yourself open to discovery.

by Brooke Harrington   + BIO

is professor of sociology at Dartmouth College in New Hampshire. Her research has won international awards both for scholarly quality and impact on public life. She has published dozens of articles and three books, most recently the bestseller Capital without Borders (2016), now translated into five languages.

Edited by Sam Haselby

Need to know

‘When curiosity turns to serious matters, it’s called research.’ – From Aphorisms (1880-1905) by Marie von Ebner-Eschenbach

Planning research projects is a time-honoured intellectual exercise: one that requires both creativity and sharp analytical skills. The purpose of this Guide is to make the process systematic and easy to understand. While there is a great deal of freedom and discovery involved – from the topics you choose, to the data and methods you apply – there are also some norms and constraints that obtain, no matter what your academic level or field of study. For those in high school through to doctoral students, and from art history to archaeology, research planning involves broadly similar steps, including: formulating a question, developing an argument or predictions based on previous research, then selecting the information needed to answer your question.

Some of this might sound self-evident but, as you’ll find, research requires a different way of approaching and using information than most of us are accustomed to in everyday life. That is why I include orienting yourself to knowledge-creation as an initial step in the process. This is a crucial and underappreciated phase in education, akin to making the transition from salaried employment to entrepreneurship: suddenly, you’re on your own, and that requires a new way of thinking about your work.

What follows is a distillation of what I’ve learned about this process over 27 years as a professional social scientist. It reflects the skills that my own professors imparted in the sociology doctoral programme at Harvard, as well as what I learned later on as a research supervisor for Ivy League PhD and MA students, and then as the author of award-winning scholarly books and articles. It can be adapted to the demands of both short projects (such as course term papers) and long ones, such as a thesis.

At its simplest, research planning involves the four distinct steps outlined below: orienting yourself to knowledge-creation; defining your research question; reviewing previous research on your question; and then choosing relevant data to formulate your own answers. Because the focus of this Guide is on planning a research project, as opposed to conducting a research project, this section won’t delve into the details of data-collection or analysis; those steps happen after you plan the project. In addition, the topic is vast: year-long doctoral courses are devoted to data and analysis. Instead, the fourth part of this section will outline some basic strategies you could use in planning a data-selection and analysis process appropriate to your research question.

Step 1: Orient yourself

Planning and conducting research requires you to make a transition, from thinking like a consumer of information to thinking like a producer of information. That sounds simple, but it’s actually a complex task. As a practical matter, this means putting aside the mindset of a student, which treats knowledge as something created by other people. As students, we are often passive receivers of knowledge: asked to do a specified set of readings, then graded on how well we reproduce what we’ve read.

Researchers, however, must take on an active role as knowledge producers . Doing research requires more of you than reading and absorbing what other people have written: you have to engage in a dialogue with it. That includes arguing with previous knowledge and perhaps trying to show that ideas we have accepted as given are actually wrong or incomplete. For example, rather than simply taking in the claims of an author you read, you’ll need to draw out the implications of those claims: if what the author is saying is true, what else does that suggest must be true? What predictions could you make based on the author’s claims?

In other words, rather than treating a reading as a source of truth – even if it comes from a revered source, such as Plato or Marie Curie – this orientation step asks you to treat the claims you read as provisional and subject to interrogation. That is one of the great pieces of wisdom that science and philosophy can teach us: that the biggest advances in human understanding have been made not by being correct about trivial things, but by being wrong in an interesting way . For example, Albert Einstein was wrong about quantum mechanics, but his arguments about it with his fellow physicist Niels Bohr have led to some of the biggest breakthroughs in science, even a century later.

Step 2: Define your research question

Students often give this step cursory attention, but experienced researchers know that formulating a good question is sometimes the most difficult part of the research planning process. That is because the precise language of the question frames the rest of the project. It’s therefore important to pose the question carefully, in a way that’s both possible to answer and likely to yield interesting results. Of course, you must choose a question that interests you, but that’s only the beginning of what’s likely to be an iterative process: most researchers come back to this step repeatedly, modifying their questions in light of previous research, resource limitations and other considerations.

Researchers face limits in terms of time and money. They, like everyone else, have to pose research questions that they can plausibly answer given the constraints they face. For example, it would be inadvisable to frame a project around the question ‘What are the roots of the Arab-Israeli conflict?’ if you have only a week to develop an answer and no background on that topic. That’s not to limit your imagination: you can come up with any question you’d like. But it typically does require some creativity to frame a question that you can answer well – that is, by investigating thoroughly and providing new insights – within the limits you face.

In addition to being interesting to you, and feasible within your resource constraints, the third and most important characteristic of a ‘good’ research topic is whether it allows you to create new knowledge. It might turn out that your question has already been asked and answered to your satisfaction: if so, you’ll find out in the next step of this process. On the other hand, you might come up with a research question that hasn’t been addressed previously. Before you get too excited about breaking uncharted ground, consider this: a lot of potentially researchable questions haven’t been studied for good reason ; they might have answers that are trivial or of very limited interest. This could include questions such as ‘Why does the area of a circle equal π r²?’ or ‘Did winter conditions affect Napoleon’s plans to invade Russia?’ Of course, you might be able to make the argument that a seemingly trivial question is actually vitally important, but you must be prepared to back that up with convincing evidence. The exercise in the ‘Learn More’ section below will help you think through some of these issues.

Finally, scholarly research questions must in some way lead to new and distinctive insights. For example, lots of people have studied gender roles in sports teams; what can you ask that hasn’t been asked before? Reinventing the wheel is the number-one no-no in this endeavour. That’s why the next step is so important: reviewing previous research on your topic. Depending on what you find in that step, you might need to revise your research question; iterating between your question and the existing literature is a normal process. But don’t worry: it doesn’t go on forever. In fact, the iterations taper off – and your research question stabilises – as you develop a firm grasp of the current state of knowledge on your topic.

Step 3: Review previous research

In academic research, from articles to books, it’s common to find a section called a ‘literature review’. The purpose of that section is to describe the state of the art in knowledge on the research question that a project has posed. It demonstrates that researchers have thoroughly and systematically reviewed the relevant findings of previous studies on their topic, and that they have something novel to contribute.

Your own research project should include something like this, even if it’s a high-school term paper. In the research planning process, you’ll want to list at least half a dozen bullet points stating the major findings on your topic by other people. In relation to those findings, you should be able to specify where your project could provide new and necessary insights. There are two basic rhetorical positions one can take in framing the novelty-plus-importance argument required of academic research:

• Position 1 requires you to build on or extend a set of existing ideas; that means saying something like: ‘Person A has argued that X is true about gender; this implies Y, which has not yet been tested. My project will test Y, and if I find evidence to support it, that will change the way we understand gender.’
• Position 2 is to argue that there is a gap in existing knowledge, either because previous research has reached conflicting conclusions or has failed to consider something important. For example, one could say that research on middle schoolers and gender has been limited by being conducted primarily in coeducational environments, and that findings might differ dramatically if research were conducted in more schools where the student body was all-male or all-female.

Your overall goal in this step of the process is to show that your research will be part of a larger conversation: that is, how your project flows from what’s already known, and how it advances, extends or challenges that existing body of knowledge. That will be the contribution of your project, and it constitutes the motivation for your research.

Two things are worth mentioning about your search for sources of relevant previous research. First, you needn’t look only at studies on your precise topic. For example, if you want to study gender-identity formation in schools, you shouldn’t restrict yourself to studies of schools; the empirical setting (schools) is secondary to the larger social process that interests you (how people form gender identity). That process occurs in many different settings, so cast a wide net. Second, be sure to use legitimate sources – meaning publications that have been through some sort of vetting process, whether that involves peer review (as with academic journal articles you might find via Google Scholar) or editorial review (as you’d find in well-known mass media publications, such as The Economist or The Washington Post ). What you’ll want to avoid is using unvetted sources such as personal blogs or Wikipedia. Why? Because anybody can write anything in those forums, and there is no way to know – unless you’re already an expert – if the claims you find there are accurate. Often, they’re not.

Step 4: Choose your data and methods

Whatever your research question is, eventually you’ll need to consider which data source and analytical strategy are most likely to provide the answers you’re seeking. One starting point is to consider whether your question would be best addressed by qualitative data (such as interviews, observations or historical records), quantitative data (such as surveys or census records) or some combination of both. Your ideas about data sources will, in turn, suggest options for analytical methods.

You might need to collect your own data, or you might find everything you need readily available in an existing dataset someone else has created. A great place to start is with a research librarian: university libraries always have them and, at public universities, those librarians can work with the public, including people who aren’t affiliated with the university. If you don’t happen to have a public university and its library close at hand, an ordinary public library can still be a good place to start: the librarians are often well versed in accessing data sources that might be relevant to your study, such as the census, or historical archives, or the Survey of Consumer Finances.

Because your task at this point is to plan research, rather than conduct it, the purpose of this step is not to commit you irrevocably to a course of action. Instead, your goal here is to think through a feasible approach to answering your research question. You’ll need to find out, for example, whether the data you want exist; if not, do you have a realistic chance of gathering the data yourself, or would it be better to modify your research question? In terms of analysis, would your strategy require you to apply statistical methods? If so, do you have those skills? If not, do you have time to learn them, or money to hire a research assistant to run the analysis for you?

Please be aware that qualitative methods in particular are not the casual undertaking they might appear to be. Many people make the mistake of thinking that only quantitative data and methods are scientific and systematic, while qualitative methods are just a fancy way of saying: ‘I talked to some people, read some old newspapers, and drew my own conclusions.’ Nothing could be further from the truth. In the final section of this guide, you’ll find some links to resources that will provide more insight on standards and procedures governing qualitative research, but suffice it to say: there are rules about what constitutes legitimate evidence and valid analytical procedure for qualitative data, just as there are for quantitative data.

Circle back and consider revising your initial plans

As you work through these four steps in planning your project, it’s perfectly normal to circle back and revise. Research planning is rarely a linear process. It’s also common for new and unexpected avenues to suggest themselves. As the sociologist Thorstein Veblen wrote in 1908 : ‘The outcome of any serious research can only be to make two questions grow where only one grew before.’ That’s as true of research planning as it is of a completed project. Try to enjoy the horizons that open up for you in this process, rather than becoming overwhelmed; the four steps, along with the two exercises that follow, will help you focus your plan and make it manageable.

Key points – How to plan a research project

• Planning a research project is essential no matter your academic level or field of study. There is no one ‘best’ way to design research, but there are certain guidelines that can be helpfully applied across disciplines.
• Orient yourself to knowledge-creation. Make the shift from being a consumer of information to being a producer of information.
• Define your research question. Your question frames the rest of your project, sets the scope, and determines the kinds of answers you can find.
• Review previous research on your question. Survey the existing body of relevant knowledge to ensure that your research will be part of a larger conversation.
• Choose your data and methods. For instance, will you be collecting qualitative data, via interviews, or numerical data, via surveys?
• Circle back and consider revising your initial plans. Expect your research question in particular to undergo multiple rounds of refinement as you learn more about your topic.

Good research questions tend to beget more questions. This can be frustrating for those who want to get down to business right away. Try to make room for the unexpected: this is usually how knowledge advances. Many of the most significant discoveries in human history have been made by people who were looking for something else entirely. There are ways to structure your research planning process without over-constraining yourself; the two exercises below are a start, and you can find further methods in the Links and Books section.

The following exercise provides a structured process for advancing your research project planning. After completing it, you’ll be able to do the following:

• describe clearly and concisely the question you’ve chosen to study
• summarise the state of the art in knowledge about the question, and where your project could contribute new insight
• identify the best strategy for gathering and analysing relevant data

In other words, the following provides a systematic means to establish the building blocks of your research project.

Exercise 1: Definition of research question and sources

This exercise prompts you to select and clarify your general interest area, develop a research question, and investigate sources of information. The annotated bibliography will also help you refine your research question so that you can begin the second assignment, a description of the phenomenon you wish to study.

Jot down a few bullet points in response to these two questions, with the understanding that you’ll probably go back and modify your answers as you begin reading other studies relevant to your topic:

• What will be the general topic of your paper?
• What will be the specific topic of your paper?

b) Research question(s)

Use the following guidelines to frame a research question – or questions – that will drive your analysis. As with Part 1 above, you’ll probably find it necessary to change or refine your research question(s) as you complete future assignments.

• Your question should be phrased so that it can’t be answered with a simple ‘yes’ or ‘no’.
• Your question should have more than one plausible answer.
• Your question should draw relationships between two or more concepts; framing the question in terms of How? or What? often works better than asking Why ?

c) Annotated bibliography

Most or all of your background information should come from two sources: scholarly books and journals, or reputable mass media sources. You might be able to access journal articles electronically through your library, using search engines such as JSTOR and Google Scholar. This can save you a great deal of time compared with going to the library in person to search periodicals. General news sources, such as those accessible through LexisNexis, are acceptable, but should be cited sparingly, since they don’t carry the same level of credibility as scholarly sources. As discussed above, unvetted sources such as blogs and Wikipedia should be avoided, because the quality of the information they provide is unreliable and often misleading.

To create an annotated bibliography, provide the following information for at least 10 sources relevant to your specific topic, using the format suggested below.

Name of author(s):

Publication date:

Title of book, chapter, or article:

If a chapter or article, title of journal or book where they appear:

Brief description of this work, including main findings and methods ( c 75 words):

Summary of how this work contributes to your project ( c 75 words):

Brief description of the implications of this work ( c 25 words):

Identify any gap or controversy in knowledge this work points up, and how your project could address those problems ( c 50 words):

Exercise 2: Towards an analysis

Develop a short statement ( c 250 words) about the kind of data that would be useful to address your research question, and how you’d analyse it. Some questions to consider in writing this statement include:

• What are the central concepts or variables in your project? Offer a brief definition of each.
• Do any data sources exist on those concepts or variables, or would you need to collect data?
• Of the analytical strategies you could apply to that data, which would be the most appropriate to answer your question? Which would be the most feasible for you? Consider at least two methods, noting their advantages or disadvantages for your project.

Links & books

One of the best texts ever written about planning and executing research comes from a source that might be unexpected: a 60-year-old work on urban planning by a self-trained scholar. The classic book The Death and Life of Great American Cities (1961) by Jane Jacobs (available complete and free of charge via this link ) is worth reading in its entirety just for the pleasure of it. But the final 20 pages – a concluding chapter titled ‘The Kind of Problem a City Is’ – are really about the process of thinking through and investigating a problem. Highly recommended as a window into the craft of research.

Jacobs’s text references an essay on advancing human knowledge by the mathematician Warren Weaver. At the time, Weaver was director of the Rockefeller Foundation, in charge of funding basic research in the natural and medical sciences. Although the essay is titled ‘A Quarter Century in the Natural Sciences’ (1960) and appears at first blush to be merely a summation of one man’s career, it turns out to be something much bigger and more interesting: a meditation on the history of human beings seeking answers to big questions about the world. Weaver goes back to the 17th century to trace the origins of systematic research thinking, with enthusiasm and vivid anecdotes that make the process come alive. The essay is worth reading in its entirety, and is available free of charge via this link .

For those seeking a more in-depth, professional-level discussion of the logic of research design, the political scientist Harvey Starr provides insight in a compact format in the article ‘Cumulation from Proper Specification: Theory, Logic, Research Design, and “Nice” Laws’ (2005). Starr reviews the ‘research triad’, consisting of the interlinked considerations of formulating a question, selecting relevant theories and applying appropriate methods. The full text of the article, published in the scholarly journal Conflict Management and Peace Science , is available, free of charge, via this link .

Finally, the book Getting What You Came For (1992) by Robert Peters is not only an outstanding guide for anyone contemplating graduate school – from the application process onward – but it also includes several excellent chapters on planning and executing research, applicable across a wide variety of subject areas. It was an invaluable resource for me 25 years ago, and it remains in print with good reason; I recommend it to all my students, particularly Chapter 16 (‘The Thesis Topic: Finding It’), Chapter 17 (‘The Thesis Proposal’) and Chapter 18 (‘The Thesis: Writing It’).

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Engaging With Research

Strategies for Conducting Research

In the 21st century, we have more information and knowledge instantaneously at our fingertips than could have been imagined 100, 50, or even 30 years ago. Figuring out how to wade through all of that information can be daunting. Research is one way we can we can make sense of and discuss all the information available to us. Research is the basis for strong and persuasive communication because it helps us understand what others have said, done, and written about a particular topic or issue.

What is research?

Research begins with questions.  Before you begin to find sources, you must determine what your already know and what you hope to learn. Do you want first-person reflections and commentary? Statistics and facts? News reports? Scientific analyses? History?

For example, if you are interested in a recent piece of legislation then you would want to locate the full-text of the bill as well as commentary about the legislation from reliable news organizations such as  The Wall Street Journal  or  The New York Times . If you are interested in statistics about the U.S. population, you might go to the U.S. Census Bureau or the Pew Research Center. Perhaps you are interested in the experiences of veterans returning from active duty. In this case you may turn to blogs or  op-eds written by vets, official U.S. military records from agencies such as the Department of Defense, Department of Veterans’ Affairs, or organizations such as the RAND Corporation.

Primary v. Secondary Research

There are two basic kinds of research—primary and secondary. Often, primary and secondary research are used together.

Primary research  is often first-person accounts and can be useful when you are researching a local issue that may not have been addressed previously and/or have little published research available. You may also use primary research to supplement, confirm, or challenge national or regional trends with local information.  Primary research can include:

• Questionnaires
• Observations and analysis
• Ethnography (the study and description of people, cultures, and customs)

Secondary research  is what many students are most familiar with as it is generally requires searching libraries and other research institutions’ holdings.  Secondary research requires that you read others’ published studies and research in order to learn more about your topic, determine what others have written and said, and then develop a conclusion about your ideas on the topic, in light of what others have done and said. Some examples of source types that might be used in secondary research include:

• Academic, scientific, and technical journal articles
• Governmental reports
• Raw data and statistics
• Trade and professional organization data

Primary and secondary research often work together to develop persuasive arguments. Let’s say, for example, you are interested in using STEM knowledge to improve the quality of life for the homeless population in Columbus, Ohio. The most successful project would use both secondary and primary research. First, the secondary research will help establish best or common practices, trends, statistics, and current research about homelessness both broadly in the U.S. and state, and more narrowly in the county and city.

Your brainstorming would likely lead to questions regarding the following:

• The major issues facing homelessness and combating homelessness in the U.S.
• The homeless population and demographics for Columbus, Ohio
• Services currently available for the homeless in Columbus
• Services available in other cities and the state

The above information would likely be available through secondary research sources. Useful information would likely be available through city and state government agencies such as  U.S. Department of Health and Human Services  or the  U.S. Department of Housing and Urban Development ; local and national homeless advocacy groups such as the  Coalition on Homelessness and Housing in Ohio ,  Columbus Coalition for the Homeless ,   National Alliance to End Homelessness , and the  National Coalition for the Homeless . You would also need to search relevant research databases (discussed in the Where Do I Look? section) in subject areas such as engineering, sociology and social work, and government documents.

Second, primary research, such as interviews or surveys can provide more in-depth and local bent to the numbers and details provided in secondary sources. Some examples of groups to interview or survey include local homeless advocates; shelter and outreach employees and volunteers; people currently or previously experiencing homelessness, such as the vendors or writers for the street newspaper  Street Speech ; researchers or university-affiliated groups, such as  OSU’s STAR House , that conducts, compiles, and applies research on homelessness.

Often, the strongest research blends primary and secondary research.

Where do I begin?

Research is about questions. In the beginning the questions are focused on helping you determine a topic and types of information and sources; later in the research process, the questions are focused on expanding and supporting your ideas and claims as well as helping you stay focused on the specific rhetorical situation of your project.

Questions to get started

• What is my timeline for the project? You will likely want to set personal deadlines in addition to your instructor’s deadlines.
• What do I want to know or learn about? This helps you determine scope or the limits of your research. If you’re writing a dissertation or thesis, then your scope will generally be larger because those types of projects are often 100+ pages. For a term paper, the scope will be more narrow. For example, if you’re interested in NASA funding and research, you may limit yourself to the past 10-15 years because NASA because NASA has been around for nearly 60 years. Further, you may limit your focus to research that has transitioned into technologies or resources used outside of NASA and the space program.
• What do I already know about this topic?
• What biases might I have about this topic? How might I combat these biases?

Questions to determine methodology

• Where might I find useful, reliable information about this topic? For academic research, you will generally focus on library, technical, scientific, and governmental resources. It is fine if you are not quite sure exactly where you should look; your instructor should be able to help you determine some places that would be appropriate.
• Will I need to perform primary research, secondary research, or both?

Next you will have to develop a  research question . By this point you should have a general idea of your topic and some general ideas of where you might find this information.

Research Questions

Research questions generally form the basis for your project’s thesis. Research questions are not about facts, but are about opinions, ideas, or concerns.

Which of these is a research question?

• What is NASA’s budget for 2016?
• What is the impact of NASA’s budget on scientific breakthroughs and contributions to non-space-related fields?

The former can be answered quickly and easily (NASA’s 2016 budget was about $19.3 billion), but the latter requires detailed analysis of multiple sources and considerations of various opinions and facts.

Once you have developed your research question(s), you are ready to begin searching for answers.

Where do I look?

In the 21st century, we generally turn to the internet when we have a question. For technical, scientific, and academic research, we can still turn to the internet, but where we visit changes. We will discuss a few different places where you can perform research including Google, Google Scholar, and your university library website.

Google  and  Google Scholar

The default research site for most students tends to be Google. Google can be a great starting place for a variety of research. You can use Google to find news articles and other popular sources such as magazine articles and blog posts. You can use Google to discover keywords, alternative terms, and relevant professional, for-profit, and non-profits business and organizations. The most important thing to remember about using Google is that search results are organized by popularity, not by accuracy. Further, because Google customizes search results based on a user’s search history, searches performed by different people or on different browsers may provide slightly different results.

For many technical, scientific, and scholarly topics, Google will not provide access to the appropriate and necessary types of sources and information. Google Scholar, however, searches only academic and scientific journals, books, patents, and governmental and legal documents.  This means the results will be more technical and scholarly and therefore more appropriate for much of the research you will be expected to perform as a student. Though Google Scholar will show academic and technical results, that does not mean that you will have access to the full-text documents. Many of the sources that appear on Google Scholar are from databases, publishers, or libraries, which means that they are often behind paywalls or password-protected. In many cases, this means you will have to turn to a university or other library for access.

University Libraries

Library resources such as databases, peer-reviewed journals, and books are generally the best bet for accurate and more technical information. A Google search might yield millions and millions of results and a Google Scholar search may yield tens or hundreds of thousands of results, but a library search will generally turn up only a couple thousands, hundreds, or even dozens of results. You may think, “Isn’t fewer results a bad thing? Doesn’t that mean limiting the possibilities for the project?” The quick answers are yes, fewer results means fewer options for your project, but no, this does not mean using the library limits the possibilities for a project.

Overall, library resources are more tightly controlled and vetted. Anyone can create a blog or website and post information, regardless of the accuracy or usefulness of the information. Library resources, in contrast, have generally gone through rigorous processes and revisions before publication. For example, academic and scientific journals have a review system in place—whether a peer-review process or an editorial board—both feature panels of people with expertise in the areas under consideration. Publishers for books also feature editorial boards who determine the usefulness and accuracy of information. Of course, this does not mean that every peer-reviewed journal article or book is 100% accurate and useful all of the time. Biases still exist, and many commonly accepted facts change over time with more research and analysis. Overall the process for these types of publications require that multiple people read and comment on the work, providing some checks and balances that are not present for general internet sources.

So what are common types of library sources?

• Databases: databases are specialized search service that provide access to sources such as academic and scientific journals, newspapers, and magazines. An example of a database would be Academic Search Complete.
• Journals: journals are specialized publications focused on an often narrow topic or field. For example,  Computers & Composition is a peer-reviewed journal focused on the intersection of computers, technology, and composition (i.e. writing) classrooms. Another example is the Journal of Bioengineering & Biomedical Science.
• Books: also called monographs, books generally cover topics in more depth than can be done in a journal article. Sometimes books will contain contributions from multiple authors, with each chapter authored separately.
• Various media: depending on the library, you may have access to a range of media, including documentries, videos, audio recordings, and more. Some libraries offer streaming media that you can watch directly on the library website without having to download any files.

How do I perform a search?

Research is not a linear process. Research requires a back and forth between sources, your ideas and analysis, and the rhetorical situation for your research.

The research process is a bit like an eye exam. The doctor makes a best guess for the most appropriate lens strength, and then adjusts the lenses from there. Sometimes the first option is the best and most appropriate; sometimes it takes a few tries with several different options before finding the best one for you and your situation.

Once you decide on a general topic, you will need to determine keywords that you can use to search different resources.

Let’s say you read an article about  how four Mexican immigrants and their cheap robot beat MIT in a robotics competition , and now you are interested in the topic of immigration and STEM education or employment. After reading the article, you decide on some terms:

• Illegal aliens

It is important to have a wide range of keywords because not all terms will result in the same information. Developing a list of keywords can be aided by a quick Google search. A Google search may reveal more official language or terms; broader or narrower terms and concepts; or related terms and concepts. You can also search for the term + synonym to find other words you might use.  Keep in mind, a  synonym search will not work for all terms. For technical and scientific topics, though, Google may not be a lot of help for finding other terms.

You can use a couple different tricks to narrow your search. Using quotation marks around two or more words means the search results will contain those words only in that specific order. For example, based on the exercise above, a search for “illegal aliens” would only provide results where these words appear in this exact order, with no words between them. A search for illegal aliens  without the quotation marks will search for “illegal aliens” but also any sources that have the word illegal and alien anywhere in the text.

A Guide to Technical Communications: Strategies & Applications Copyright © 2016 by Lynn Hall & Leah Wahlin is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

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Home » Research Project – Definition, Writing Guide and Ideas

Research Project – Definition, Writing Guide and Ideas

Table of Contents

Research Project

Definition :

Research Project is a planned and systematic investigation into a specific area of interest or problem, with the goal of generating new knowledge, insights, or solutions. It typically involves identifying a research question or hypothesis, designing a study to test it, collecting and analyzing data, and drawing conclusions based on the findings.

Types of Research Project

Types of Research Projects are as follows:

Basic Research

This type of research focuses on advancing knowledge and understanding of a subject area or phenomenon, without any specific application or practical use in mind. The primary goal is to expand scientific or theoretical knowledge in a particular field.

Applied Research

Applied research is aimed at solving practical problems or addressing specific issues. This type of research seeks to develop solutions or improve existing products, services or processes.

Action Research

Action research is conducted by practitioners and aimed at solving specific problems or improving practices in a particular context. It involves collaboration between researchers and practitioners, and often involves iterative cycles of data collection and analysis, with the goal of improving practices.

Quantitative Research

This type of research uses numerical data to investigate relationships between variables or to test hypotheses. It typically involves large-scale data collection through surveys, experiments, or secondary data analysis.

Qualitative Research

Qualitative research focuses on understanding and interpreting phenomena from the perspective of the people involved. It involves collecting and analyzing data in the form of text, images, or other non-numerical forms.

Mixed Methods Research

Mixed methods research combines elements of both quantitative and qualitative research, using multiple data sources and methods to gain a more comprehensive understanding of a phenomenon.

Longitudinal Research

This type of research involves studying a group of individuals or phenomena over an extended period of time, often years or decades. It is useful for understanding changes and developments over time.

Case Study Research

Case study research involves in-depth investigation of a particular case or phenomenon, often within a specific context. It is useful for understanding complex phenomena in their real-life settings.

Participatory Research

Participatory research involves active involvement of the people or communities being studied in the research process. It emphasizes collaboration, empowerment, and the co-production of knowledge.

Research Project Methodology

Research Project Methodology refers to the process of conducting research in an organized and systematic manner to answer a specific research question or to test a hypothesis. A well-designed research project methodology ensures that the research is rigorous, valid, and reliable, and that the findings are meaningful and can be used to inform decision-making.

There are several steps involved in research project methodology, which are described below:

Define the Research Question

The first step in any research project is to clearly define the research question or problem. This involves identifying the purpose of the research, the scope of the research, and the key variables that will be studied.

Develop a Research Plan

Once the research question has been defined, the next step is to develop a research plan. This plan outlines the methodology that will be used to collect and analyze data, including the research design, sampling strategy, data collection methods, and data analysis techniques.

Collect Data

The data collection phase involves gathering information through various methods, such as surveys, interviews, observations, experiments, or secondary data analysis. The data collected should be relevant to the research question and should be of sufficient quantity and quality to enable meaningful analysis.

Analyze Data

Once the data has been collected, it is analyzed using appropriate statistical techniques or other methods. The analysis should be guided by the research question and should aim to identify patterns, trends, relationships, or other insights that can inform the research findings.

Interpret and Report Findings

The final step in the research project methodology is to interpret the findings and report them in a clear and concise manner. This involves summarizing the results, discussing their implications, and drawing conclusions that can be used to inform decision-making.

Research Project Writing Guide

Here are some guidelines to help you in writing a successful research project:

• Choose a topic: Choose a topic that you are interested in and that is relevant to your field of study. It is important to choose a topic that is specific and focused enough to allow for in-depth research and analysis.
• Conduct a literature review : Conduct a thorough review of the existing research on your topic. This will help you to identify gaps in the literature and to develop a research question or hypothesis.
• Develop a research question or hypothesis : Based on your literature review, develop a clear research question or hypothesis that you will investigate in your study.
• Design your study: Choose an appropriate research design and methodology to answer your research question or test your hypothesis. This may include choosing a sample, selecting measures or instruments, and determining data collection methods.
• Collect data: Collect data using your chosen methods and instruments. Be sure to follow ethical guidelines and obtain informed consent from participants if necessary.
• Analyze data: Analyze your data using appropriate statistical or qualitative methods. Be sure to clearly report your findings and provide interpretations based on your research question or hypothesis.
• Discuss your findings : Discuss your findings in the context of the existing literature and your research question or hypothesis. Identify any limitations or implications of your study and suggest directions for future research.
• Write your project: Write your research project in a clear and organized manner, following the appropriate format and style guidelines for your field of study. Be sure to include an introduction, literature review, methodology, results, discussion, and conclusion.
• Revise and edit: Revise and edit your project for clarity, coherence, and accuracy. Be sure to proofread for spelling, grammar, and formatting errors.
• Cite your sources: Cite your sources accurately and appropriately using the appropriate citation style for your field of study.

Examples of Research Projects

Some Examples of Research Projects are as follows:

• Investigating the effects of a new medication on patients with a particular disease or condition.
• Exploring the impact of exercise on mental health and well-being.
• Studying the effectiveness of a new teaching method in improving student learning outcomes.
• Examining the impact of social media on political participation and engagement.
• Investigating the efficacy of a new therapy for a specific mental health disorder.
• Exploring the use of renewable energy sources in reducing carbon emissions and mitigating climate change.
• Studying the effects of a new agricultural technique on crop yields and environmental sustainability.
• Investigating the effectiveness of a new technology in improving business productivity and efficiency.
• Examining the impact of a new public policy on social inequality and access to resources.
• Exploring the factors that influence consumer behavior in a specific market.

Characteristics of Research Project

Here are some of the characteristics that are often associated with research projects:

• Clear objective: A research project is designed to answer a specific question or solve a particular problem. The objective of the research should be clearly defined from the outset.
• Systematic approach: A research project is typically carried out using a structured and systematic approach that involves careful planning, data collection, analysis, and interpretation.
• Rigorous methodology: A research project should employ a rigorous methodology that is appropriate for the research question being investigated. This may involve the use of statistical analysis, surveys, experiments, or other methods.
• Data collection : A research project involves collecting data from a variety of sources, including primary sources (such as surveys or experiments) and secondary sources (such as published literature or databases).
• Analysis and interpretation : Once the data has been collected, it needs to be analyzed and interpreted. This involves using statistical techniques or other methods to identify patterns or relationships in the data.
• Conclusion and implications : A research project should lead to a clear conclusion that answers the research question. It should also identify the implications of the findings for future research or practice.
• Communication: The results of the research project should be communicated clearly and effectively, using appropriate language and visual aids, to a range of audiences, including peers, stakeholders, and the wider public.

Importance of Research Project

Research projects are an essential part of the process of generating new knowledge and advancing our understanding of various fields of study. Here are some of the key reasons why research projects are important:

• Advancing knowledge : Research projects are designed to generate new knowledge and insights into particular topics or questions. This knowledge can be used to inform policies, practices, and decision-making processes across a range of fields.
• Solving problems: Research projects can help to identify solutions to real-world problems by providing a better understanding of the causes and effects of particular issues.
• Developing new technologies: Research projects can lead to the development of new technologies or products that can improve people’s lives or address societal challenges.
• Improving health outcomes: Research projects can contribute to improving health outcomes by identifying new treatments, diagnostic tools, or preventive strategies.
• Enhancing education: Research projects can enhance education by providing new insights into teaching and learning methods, curriculum development, and student learning outcomes.
• Informing public policy : Research projects can inform public policy by providing evidence-based recommendations and guidance on issues related to health, education, environment, social justice, and other areas.
• Enhancing professional development : Research projects can enhance the professional development of researchers by providing opportunities to develop new skills, collaborate with colleagues, and share knowledge with others.

Research Project Ideas

Following are some Research Project Ideas:

Field: Psychology

• Investigating the impact of social support on coping strategies among individuals with chronic illnesses.
• Exploring the relationship between childhood trauma and adult attachment styles.
• Examining the effects of exercise on cognitive function and brain health in older adults.
• Investigating the impact of sleep deprivation on decision making and risk-taking behavior.
• Exploring the relationship between personality traits and leadership styles in the workplace.
• Examining the effectiveness of cognitive-behavioral therapy (CBT) for treating anxiety disorders.
• Investigating the relationship between social comparison and body dissatisfaction in young women.
• Exploring the impact of parenting styles on children’s emotional regulation and behavior.
• Investigating the effectiveness of mindfulness-based interventions for treating depression.
• Examining the relationship between childhood adversity and later-life health outcomes.

Field: Economics

• Analyzing the impact of trade agreements on economic growth in developing countries.
• Examining the effects of tax policy on income distribution and poverty reduction.
• Investigating the relationship between foreign aid and economic development in low-income countries.
• Exploring the impact of globalization on labor markets and job displacement.
• Analyzing the impact of minimum wage laws on employment and income levels.
• Investigating the effectiveness of monetary policy in managing inflation and unemployment.
• Examining the relationship between economic freedom and entrepreneurship.
• Analyzing the impact of income inequality on social mobility and economic opportunity.
• Investigating the role of education in economic development.
• Examining the effectiveness of different healthcare financing systems in promoting health equity.

Field: Sociology

• Investigating the impact of social media on political polarization and civic engagement.
• Examining the effects of neighborhood characteristics on health outcomes.
• Analyzing the impact of immigration policies on social integration and cultural diversity.
• Investigating the relationship between social support and mental health outcomes in older adults.
• Exploring the impact of income inequality on social cohesion and trust.
• Analyzing the effects of gender and race discrimination on career advancement and pay equity.
• Investigating the relationship between social networks and health behaviors.
• Examining the effectiveness of community-based interventions for reducing crime and violence.
• Analyzing the impact of social class on cultural consumption and taste.
• Investigating the relationship between religious affiliation and social attitudes.

Field: Computer Science

• Developing an algorithm for detecting fake news on social media.
• Investigating the effectiveness of different machine learning algorithms for image recognition.
• Developing a natural language processing tool for sentiment analysis of customer reviews.
• Analyzing the security implications of blockchain technology for online transactions.
• Investigating the effectiveness of different recommendation algorithms for personalized advertising.
• Developing an artificial intelligence chatbot for mental health counseling.
• Investigating the effectiveness of different algorithms for optimizing online advertising campaigns.
• Developing a machine learning model for predicting consumer behavior in online marketplaces.
• Analyzing the privacy implications of different data sharing policies for online platforms.
• Investigating the effectiveness of different algorithms for predicting stock market trends.

Field: Education

• Investigating the impact of teacher-student relationships on academic achievement.
• Analyzing the effectiveness of different pedagogical approaches for promoting student engagement and motivation.
• Examining the effects of school choice policies on academic achievement and social mobility.
• Investigating the impact of technology on learning outcomes and academic achievement.
• Analyzing the effects of school funding disparities on educational equity and achievement gaps.
• Investigating the relationship between school climate and student mental health outcomes.
• Examining the effectiveness of different teaching strategies for promoting critical thinking and problem-solving skills.
• Investigating the impact of social-emotional learning programs on student behavior and academic achievement.
• Analyzing the effects of standardized testing on student motivation and academic achievement.

Field: Environmental Science

• Investigating the impact of climate change on species distribution and biodiversity.
• Analyzing the effectiveness of different renewable energy technologies in reducing carbon emissions.
• Examining the impact of air pollution on human health outcomes.
• Investigating the relationship between urbanization and deforestation in developing countries.
• Analyzing the effects of ocean acidification on marine ecosystems and biodiversity.
• Investigating the impact of land use change on soil fertility and ecosystem services.
• Analyzing the effectiveness of different conservation policies and programs for protecting endangered species and habitats.
• Investigating the relationship between climate change and water resources in arid regions.
• Examining the impact of plastic pollution on marine ecosystems and biodiversity.
• Investigating the effects of different agricultural practices on soil health and nutrient cycling.

Field: Linguistics

• Analyzing the impact of language diversity on social integration and cultural identity.
• Investigating the relationship between language and cognition in bilingual individuals.
• Examining the effects of language contact and language change on linguistic diversity.
• Investigating the role of language in shaping cultural norms and values.
• Analyzing the effectiveness of different language teaching methodologies for second language acquisition.
• Investigating the relationship between language proficiency and academic achievement.
• Examining the impact of language policy on language use and language attitudes.
• Investigating the role of language in shaping gender and social identities.
• Analyzing the effects of dialect contact on language variation and change.
• Investigating the relationship between language and emotion expression.

Field: Political Science

• Analyzing the impact of electoral systems on women’s political representation.
• Investigating the relationship between political ideology and attitudes towards immigration.
• Examining the effects of political polarization on democratic institutions and political stability.
• Investigating the impact of social media on political participation and civic engagement.
• Analyzing the effects of authoritarianism on human rights and civil liberties.
• Investigating the relationship between public opinion and foreign policy decisions.
• Examining the impact of international organizations on global governance and cooperation.
• Investigating the effectiveness of different conflict resolution strategies in resolving ethnic and religious conflicts.
• Analyzing the effects of corruption on economic development and political stability.
• Investigating the role of international law in regulating global governance and human rights.

Field: Medicine

• Investigating the impact of lifestyle factors on chronic disease risk and prevention.
• Examining the effectiveness of different treatment approaches for mental health disorders.
• Investigating the relationship between genetics and disease susceptibility.
• Analyzing the effects of social determinants of health on health outcomes and health disparities.
• Investigating the impact of different healthcare delivery models on patient outcomes and cost effectiveness.
• Examining the effectiveness of different prevention and treatment strategies for infectious diseases.
• Investigating the relationship between healthcare provider communication skills and patient satisfaction and outcomes.
• Analyzing the effects of medical error and patient safety on healthcare quality and outcomes.
• Investigating the impact of different pharmaceutical pricing policies on access to essential medicines.
• Examining the effectiveness of different rehabilitation approaches for improving function and quality of life in individuals with disabilities.

Field: Anthropology

• Analyzing the impact of colonialism on indigenous cultures and identities.
• Investigating the relationship between cultural practices and health outcomes in different populations.
• Examining the effects of globalization on cultural diversity and cultural exchange.
• Investigating the role of language in cultural transmission and preservation.
• Analyzing the effects of cultural contact on cultural change and adaptation.
• Investigating the impact of different migration policies on immigrant integration and acculturation.
• Examining the role of gender and sexuality in cultural norms and values.
• Investigating the impact of cultural heritage preservation on tourism and economic development.
• Analyzing the effects of cultural revitalization movements on indigenous communities.

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6 Research strategy

A research strategy introduces the main components of a research project such as the research topic area and focus, the research perspective (see Sections 1 and 2), the research design, and the research methods (these are discussed below). It refers to how you propose to answer the research questions set and how you will implement the methodology.

In the first part of this course, you started to identify your research topic, to develop your research statement and you thought about possible research question(s). While you might already have clear research questions or objectives, it is possible that, at this stage, you are uncertain about the most appropriate strategy to implement in order to address those questions. This section looks briefly at a few research strategies you are likely to adopt.

Figure 5 shows the four main types of research strategy: case study, qualitative interviews, quantitative survey and action-oriented research. It is likely that you will use one of the first three; you are less likely to use action-oriented research.

Here is what each of these strategies entails:

• Case Study : This focuses on an in-depth investigation of a single case (e.g. one organisation) or a small number of cases. In case study research generally, information is sought from different sources and through the use of different types of data such as observations, survey, interviews and analysis of documents. Data can be qualitative, quantitative or a mix of both. Case study research allows a composite and multifaceted investigation of the issue or problem.
• Qualitative interviews : There are different types of qualitative interviews (e.g. structured, semi-structured, unstructured) and this is the most widely used method for gathering data. Interviews allow access to rich information. They require extensive planning concerning the development of the structure, decisions about who to interview and how, whether to conduct individual or group interviews, and how to record and analyse them. Interviewees need a wide range of skills, including good social skills, listening skills and communication skills. Interviews are also time-consuming to conduct and they are prone to problems and biases that need to be minimised during the design stage.
• Quantitative survey : This is a widely used method in business research and allows access to significantly high numbers of participants. The availability of online sites enables the wide and cheap distribution of surveys and the organisation of the responses. Although the development of questions may appear easy, to develop a meaningful questionnaire that allows the answering of research questions is difficult. Questionnaires need to appeal to respondents, cannot be too long, too intrusive or too difficult to understand. They also need to measure accurately the issue under investigation. For these reasons it is also advisable, when possible, to use questionnaires that are available on the market and have already been thoroughly validated. This is highly recommended for projects such as the one you need to carry out for this course. When using questionnaires decisions have to be made about the size of the sample and whether and when this is representative of the whole population studied. Surveys can be administered to the whole population (census), for example to all employees of a specific organisation.
• Action-oriented research : This refers to practical business research which is directed towards a change or the production of recommendations for change. Action-oriented research is a participatory process which brings together theory and practice, action and reflection. The project is often carried out by insiders. This is because it is grounded in the need to actively involve participants in order for them to develop ownership of the project. After the project, participants will have to implement the change.

Action-oriented research is not exactly action research, even though they are both grounded in the same assumptions (e.g. to produce change). Action research is a highly complex approach to research, reflection and change which is not always achievable in practice (Cameron and Price, 2009). Furthermore action researchers have to be highly skilled and it is unlikely that for this specific project you will be involved in action research. For these reasons this overview focuses on the less pure action-oriented research strategy. If you are interested in exploring this strategy and action research further, you might want to read Chapter 14 of Cameron and Price (2009).

It is possible for you to choose a strategy that includes the use of secondary data. Secondary data is data that has been collected by other people (e.g. employee surveys, market research data, census). Using secondary data for your research project needs to be justified in that it meets the requirements of the research questions. The use of secondary data has obvious benefits in terms of saving money and time. However, it is important to ascertain the quality of the data and how it was collected; for example, data collected by government agencies would be good quality but it may not necessary meet the needs of your project.

It is important to note that there should be consistency between the perspective (subjective or objective) and the methodology employed. This means that the type of strategy adopted needs to be coherent and that its various elements need to fit in with each other, whether the research is grounded on primary or secondary data.

Now watch this video clip in which Dr Rebecca Hewett, Prof Mark Saunders, Prof Gillian Symon and Prof David Guest discuss the importance of setting the right research question, what strategy they adopted to come up with specific research questions for their projects, and how they refined these initial research questions to focus their research.

Make notes on how you might apply some of these strategies to develop your own research question.

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• What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

Published on August 25, 2022 by Shona McCombes and Tegan George. Revised on November 20, 2023.

Your research methodology discusses and explains the data collection and analysis methods you used in your research. A key part of your thesis, dissertation , or research paper , the methodology chapter explains what you did and how you did it, allowing readers to evaluate the reliability and validity of your research and your dissertation topic .

It should include:

• The type of research you conducted
• How you collected and analyzed your data
• Any tools or materials you used in the research
• How you mitigated or avoided research biases
• Why you chose these methods
• Your methodology section should generally be written in the past tense .
• Academic style guides in your field may provide detailed guidelines on what to include for different types of studies.
• Your citation style might provide guidelines for your methodology section (e.g., an APA Style methods section ).

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Table of contents

How to write a research methodology, why is a methods section important, step 1: explain your methodological approach, step 2: describe your data collection methods, step 3: describe your analysis method, step 4: evaluate and justify the methodological choices you made, tips for writing a strong methodology chapter, other interesting articles, frequently asked questions about methodology.

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Your methods section is your opportunity to share how you conducted your research and why you chose the methods you chose. It’s also the place to show that your research was rigorously conducted and can be replicated .

It gives your research legitimacy and situates it within your field, and also gives your readers a place to refer to if they have any questions or critiques in other sections.

You can start by introducing your overall approach to your research. You have two options here.

Option 1: Start with your “what”

What research problem or question did you investigate?

• Aim to describe the characteristics of something?
• Explore an under-researched topic?
• Establish a causal relationship?

And what type of data did you need to achieve this aim?

• Quantitative data , qualitative data , or a mix of both?
• Primary data collected yourself, or secondary data collected by someone else?
• Experimental data gathered by controlling and manipulating variables, or descriptive data gathered via observations?

Option 2: Start with your “why”

Depending on your discipline, you can also start with a discussion of the rationale and assumptions underpinning your methodology. In other words, why did you choose these methods for your study?

• Why is this the best way to answer your research question?
• Is this a standard methodology in your field, or does it require justification?
• Were there any ethical considerations involved in your choices?
• What are the criteria for validity and reliability in this type of research ? How did you prevent bias from affecting your data?

Once you have introduced your reader to your methodological approach, you should share full details about your data collection methods .

Quantitative methods

In order to be considered generalizable, you should describe quantitative research methods in enough detail for another researcher to replicate your study.

Here, explain how you operationalized your concepts and measured your variables. Discuss your sampling method or inclusion and exclusion criteria , as well as any tools, procedures, and materials you used to gather your data.

Surveys Describe where, when, and how the survey was conducted.

• How did you design the questionnaire?
• What form did your questions take (e.g., multiple choice, Likert scale )?
• Were your surveys conducted in-person or virtually?
• What sampling method did you use to select participants?
• What was your sample size and response rate?

Experiments Share full details of the tools, techniques, and procedures you used to conduct your experiment.

• How did you design the experiment ?
• How did you recruit participants?
• How did you manipulate and measure the variables ?
• What tools did you use?

Existing data Explain how you gathered and selected the material (such as datasets or archival data) that you used in your analysis.

• Where did you source the material?
• How was the data originally produced?
• What criteria did you use to select material (e.g., date range)?

The survey consisted of 5 multiple-choice questions and 10 questions measured on a 7-point Likert scale.

The goal was to collect survey responses from 350 customers visiting the fitness apparel company’s brick-and-mortar location in Boston on July 4–8, 2022, between 11:00 and 15:00.

Here, a customer was defined as a person who had purchased a product from the company on the day they took the survey. Participants were given 5 minutes to fill in the survey anonymously. In total, 408 customers responded, but not all surveys were fully completed. Due to this, 371 survey results were included in the analysis.

• Information bias
• Omitted variable bias
• Regression to the mean
• Survivorship bias
• Undercoverage bias
• Sampling bias

Qualitative methods

In qualitative research , methods are often more flexible and subjective. For this reason, it’s crucial to robustly explain the methodology choices you made.

Be sure to discuss the criteria you used to select your data, the context in which your research was conducted, and the role you played in collecting your data (e.g., were you an active participant, or a passive observer?)

Interviews or focus groups Describe where, when, and how the interviews were conducted.

• How did you find and select participants?
• How many participants took part?
• What form did the interviews take ( structured , semi-structured , or unstructured )?
• How long were the interviews?
• How were they recorded?

Participant observation Describe where, when, and how you conducted the observation or ethnography .

• What group or community did you observe? How long did you spend there?
• How did you gain access to this group? What role did you play in the community?
• How long did you spend conducting the research? Where was it located?
• How did you record your data (e.g., audiovisual recordings, note-taking)?

Existing data Explain how you selected case study materials for your analysis.

• What type of materials did you analyze?
• How did you select them?

In order to gain better insight into possibilities for future improvement of the fitness store’s product range, semi-structured interviews were conducted with 8 returning customers.

Here, a returning customer was defined as someone who usually bought products at least twice a week from the store.

Surveys were used to select participants. Interviews were conducted in a small office next to the cash register and lasted approximately 20 minutes each. Answers were recorded by note-taking, and seven interviews were also filmed with consent. One interviewee preferred not to be filmed.

• The Hawthorne effect
• Observer bias
• The placebo effect
• Response bias and Nonresponse bias
• The Pygmalion effect
• Recall bias
• Social desirability bias
• Self-selection bias

Mixed methods

Mixed methods research combines quantitative and qualitative approaches. If a standalone quantitative or qualitative study is insufficient to answer your research question, mixed methods may be a good fit for you.

Mixed methods are less common than standalone analyses, largely because they require a great deal of effort to pull off successfully. If you choose to pursue mixed methods, it’s especially important to robustly justify your methods.

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Next, you should indicate how you processed and analyzed your data. Avoid going into too much detail: you should not start introducing or discussing any of your results at this stage.

In quantitative research , your analysis will be based on numbers. In your methods section, you can include:

• How you prepared the data before analyzing it (e.g., checking for missing data , removing outliers , transforming variables)
• Which software you used (e.g., SPSS, Stata or R)
• Which statistical tests you used (e.g., two-tailed t test , simple linear regression )

In qualitative research, your analysis will be based on language, images, and observations (often involving some form of textual analysis ).

Specific methods might include:

• Content analysis : Categorizing and discussing the meaning of words, phrases and sentences
• Thematic analysis : Coding and closely examining the data to identify broad themes and patterns
• Discourse analysis : Studying communication and meaning in relation to their social context

Mixed methods combine the above two research methods, integrating both qualitative and quantitative approaches into one coherent analytical process.

Above all, your methodology section should clearly make the case for why you chose the methods you did. This is especially true if you did not take the most standard approach to your topic. In this case, discuss why other methods were not suitable for your objectives, and show how this approach contributes new knowledge or understanding.

In any case, it should be overwhelmingly clear to your reader that you set yourself up for success in terms of your methodology’s design. Show how your methods should lead to results that are valid and reliable, while leaving the analysis of the meaning, importance, and relevance of your results for your discussion section .

• Quantitative: Lab-based experiments cannot always accurately simulate real-life situations and behaviors, but they are effective for testing causal relationships between variables .
• Qualitative: Unstructured interviews usually produce results that cannot be generalized beyond the sample group , but they provide a more in-depth understanding of participants’ perceptions, motivations, and emotions.
• Mixed methods: Despite issues systematically comparing differing types of data, a solely quantitative study would not sufficiently incorporate the lived experience of each participant, while a solely qualitative study would be insufficiently generalizable.

Remember that your aim is not just to describe your methods, but to show how and why you applied them. Again, it’s critical to demonstrate that your research was rigorously conducted and can be replicated.

1. Focus on your objectives and research questions

The methodology section should clearly show why your methods suit your objectives and convince the reader that you chose the best possible approach to answering your problem statement and research questions .

2. Cite relevant sources

Your methodology can be strengthened by referencing existing research in your field. This can help you to:

• Show that you followed established practice for your type of research
• Discuss how you decided on your approach by evaluating existing research
• Present a novel methodological approach to address a gap in the literature

3. Write for your audience

Consider how much information you need to give, and avoid getting too lengthy. If you are using methods that are standard for your discipline, you probably don’t need to give a lot of background or justification.

Regardless, your methodology should be a clear, well-structured text that makes an argument for your approach, not just a list of technical details and procedures.

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

• Normal distribution
• Measures of central tendency
• Chi square tests
• Confidence interval
• Quartiles & Quantiles

Methodology

• Cluster sampling
• Stratified sampling
• Thematic analysis
• Cohort study
• Peer review
• Ethnography

Research bias

• Implicit bias
• Cognitive bias
• Conformity bias
• Hawthorne effect
• Availability heuristic
• Attrition bias

Methodology refers to the overarching strategy and rationale of your research project . It involves studying the methods used in your field and the theories or principles behind them, in order to develop an approach that matches your objectives.

Methods are the specific tools and procedures you use to collect and analyze data (for example, experiments, surveys , and statistical tests ).

In shorter scientific papers, where the aim is to report the findings of a specific study, you might simply describe what you did in a methods section .

In a longer or more complex research project, such as a thesis or dissertation , you will probably include a methodology section , where you explain your approach to answering the research questions and cite relevant sources to support your choice of methods.

In a scientific paper, the methodology always comes after the introduction and before the results , discussion and conclusion . The same basic structure also applies to a thesis, dissertation , or research proposal .

Depending on the length and type of document, you might also include a literature review or theoretical framework before the methodology.

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

Reliability and validity are both about how well a method measures something:

• Reliability refers to the  consistency of a measure (whether the results can be reproduced under the same conditions).
• Validity   refers to the  accuracy of a measure (whether the results really do represent what they are supposed to measure).

If you are doing experimental research, you also have to consider the internal and external validity of your experiment.

A sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

In statistics, sampling allows you to test a hypothesis about the characteristics of a population.

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Publishing the results of scientific research is more than a personal choice; it is an ethical and increasingly regulatory obligation. It is generally accepted that top-ranking journals attract wider audiences than specialist publications and scientists have long recognised that the importance of targeting so-called high impact journal in getting their work noticed. However, gaining access to top-flight journals is difficult and a broader exposure is not necessarily guaranteed. Huge competition exists for attention within the scientific literature. Traditionally, scientists have viewed promoting their own research as somewhat self-serving and gauche, preferring its value to speak (passively) for itself. However, times have changed. Researchers can now be divided into two camps: those who see publication of their research as the final step in the process and those who see it as the first step in sharing their findings with the wider world. We summarize here 10 considerations for peri-publication activities that, when used in the right measure and appropriately to the work involved should aid those looking to increase the discoverability, readership and impact of their scientific research. The internet has transformed scientific communication. If you ignore this development, it is possible that your research will not get the recognition it deserves. You need to identify the specific issues to focus on (scope) and how much effort (resource) you are prepared to commit.

Video abstract: http://links.lww.com/CAEN/A22 .

Introduction

Publishing the results of scientific research is more than a personal choice; it is an ethical and increasingly regulatory obligation [ 1 ]. Research study audits indicate that less than half of all research is ever published and this may go some way to explaining why up to 80% or reported results are not reproducible [ 2 ]. Human and animal research is only justified when the knowledge gained is shared with the scientific community and made available for all [ 3 ].Reporting is doubly mandated when research involves human participants or is funded through charitable donations or public funds. Grant providing bodies must demonstrate knowledge returns on their investments. Requests for funding now often require investigators to provide details of how investigators intend to disseminate their findings and establish a lasting legacy for the work they fund. Furthermore, academic career progression is increasingly dependent on both journal and individual publication metrics. We must therefore infer that it is somewhat irresponsible to leave wider recognition of your findings to serendipity [ 4 ].

It is generally accepted that top-ranking journals attract wider audiences than specialist publications and scientists have long recognized that the importance of targeting so-called high impact journal in getting their work noticed [ 5 ]. However, gaining access to top-flight journals is difficult and a broader exposure is not necessarily guaranteed. Huge competition exists for attention within the scientific literature, with more than 2.5 million new items being added each year [ 6 ]. We are also bombarded with news articles, e-newsletters, blogs, podcasts, videos, etc. Even with powerful online search engines, it is getting harder for scientists to keep up to date and for authors to get their voices heard.

Traditionally, scientists have viewed promoting their own research as somewhat self-serving and gauche, preferring its value to speak (passively) for itself. However, times have changed. Scientists need to grasp the concept of ‘share of voice’ and engage in activities that aid in increasing the profile of their work to gain appropriate recognition. Many authors appreciate that a robust process of dissemination after publication builds stronger scientific reputations and increases opportunities for future support [ 7 ]. Researchers can now be divided into two camps: those who see publication of their research as the final step in the process and those who see it as the first step in sharing their findings with the wider world.

We summarise here 10 considerations for peri-publication activities that when used in the right measure and appropriately to the work involved should aid those looking to increase the discoverability, readership and impact of their scientific research. Although our perspective is primarily from the standpoint of medical science, we believe the principles are transferable across all research disciplines.

Rule 1: work with dissemination in mind

The best advice we can give scientists is contained within Rule #1 of the 2015 Ten Simple Rules article on online outreach [ 8 ]. Stop viewing research and dissemination of your findings as two separate activities. Substantial groundwork can be done while preparing manuscripts for publication to identify and create materials you can use in promoting your research to a wider audience (Table ​ (Table1). 1 ). Aim to exploit these materials. Adopt a reuse, recycle, repurpose and retarget mind-set if you don’t want your work to become ‘tomorrow’s fish-n-chips paper’. Succinct and articulate writing that complies with the target journal’s ‘guidelines to authors’ using a clear style, with accurate spelling and the correct use of grammar (preferably avoiding jargon) is more likely to be published. Careful consideration needs to be given to your titles and abstracts as they are often the only parts of a paper featured on webpages or accessible to search engines [ 9 , 10 ]. Most journals request that authors keep their submissions concise; however, it seems that longer articles tend to get more citations [ 11 , 12 ]. It should be noted that bibliographic studies can only review data from published articles (i.e., after authors have adhered to any length restrictions) and increasingly journals limit both length of submissions and number of references.

Summary of prepublication activities in preparation for promotion

You should consider first sharing any findings you mights later publish at a relevant scientific conference, both posters and oral presentations are appropriate as both are increasingly discoverable electronically after the event. Writing a review article based on your work and putting it in context with the field is also useful as many scientists discover primary research in review articles. Consider contextualizing your findings in narrative reviews, systematic literature summaries and meta-analyses, noting their respective strengths and weaknesses.

Few researchers have unlimited access to pay-to-view resources. Accessibility is possibly the greatest single factor affecting dissemination [ 13 ]. If possible (and in line with your budget), publish your article as ‘open access’ as researchers with limited resources will always select (and cite) the open-access option first compared with any ‘pay-to-view’ article. A manuscript has to promise significant value before an investment of $30+ can be justified. Furthermore, open-access electronic journals may be better than traditional publications where wider dissemination is required. Be aware of the difference between ‘open-access’ and ‘free-to-access’ publication policies; the former will usually involve a fee (which could be $2–3000), whereas the latter does not require payment for publication.

Rule 2: deploy preprints

A preprint is a full draft of a research paper that is shared publicly before it has been peer reviewed. Preprints are frequently given a digital object identifier so they can be cited. Scientists in physics and maths have long embraced electronic preprints, but only with the introduction of bioRxiv in 2013 ( https://www.biorxiv.org ) did the life sciences get its own preprint service. Although some researchers continue to have concerns about preprints, they continue to become more popular [ 14 ]. By posting a citable preprint with your research results, you can firmly stake claim to your work. Other researchers can discover your work sooner, potentially point out critical flaws or errors and suggest new studies or add data that strengthen your argument. They can even suggest a collaboration that will lead to publication in a more prestigious journal. The issue of targeting journal submission has been covered elsewhere [ 15 ], but it is well recognized that libraries generally carry well known journals (or publisher journal catalogues) and that external institutions or researchers not necessarily knowledgeable about the details of a field are more impressed by publication in a prestigious journal. Preprints and infrastructure link providers (e.g., CrossRef, https://www.crossref.org ) can bring new readers to your published paper. Attention scores that capture mentions on social and other media are higher when preprint servers are used as they increase the chance of work being discovered [ 16 ].

Rule 3: exploit the journal’s resources

Most publishers provide guidance and support to help people find, read, comment and ultimately cite publications that appear in their journals. These might include Really Simple Syndication feeds linking to newly published material and customized links that (may even) provide free access to your article. Journal newsletters and ‘table of contents’ alerts forward updates on your paper to interested colleagues. Some publishers/journals encourage authors to provide/create additional materials to entice readers to ‘dig deeper’. These can include microblogs, interviews or Twitter summaries. The value of journal add-on services will depend on the amount of promotion you expect to undertake once your work is published. Plan how you can best make use of each of these services while your manuscript is undergoing editorial review. Providing detailed protocols, checklists or primary data used in your research not only promotes more reproducible science, but also draws additional attention and encourages citations.

Rule 4: liaise with your institution

Academic and commercial institutions are eager to promote any successful research being conducted by their scientists. Inform your institution’s press office or public relations team of any pending publications. Ask if they would be interested in developing a press release or a summary of your work to be included on their website or within in-house publications. Alert the publisher’s social media managers/public relations team if your institution plans to produce a press release as they may want to work with it to maximize efforts to draw attention to the article (and institution) and coordinate timings (and possible news embargos) prior to release. Most organizations often have a repository where you can post your publication and this will improve accessibility. Make sure that you have the right permissions (particularly related to copyright restrictions) to post your article. Keep any materials or content linking to your manuscript fresh. For example, ensure that your professional profile on your institution’s website or on professional social media sites is up to date and includes a description of your current activities, past successes and any awards.

Rule 5: access your networks

Coworkers, colleagues and peers are the easiest audience to access. E-mail your wider network, telling them about your publication and providing a link to the article. Ask colleagues to share the news of your publication [ 10 ]. You might also want to use the timely opportunity of publication to reach out to others in your field with whom you do not currently collaborate. Many disciplines have active scientific communities, where involvement will extend your network of potential ‘readers’ eager to discuss or cite your findings [ 17 ]. Encourage readers to comment on your work if they spot errors or ambiguities – perhaps in a ‘letter to the editor’ – any resulting discussion within the literature will serve to correct any erroneous messages and further boost your profile. For a time, you may want to add a web link to your manuscript to your e-mail signature. This will keep your success fresh in people’s minds. Ensure your research partners understand the importance of promotion and their role in it, so they are prepared to ‘echo’ your own activities. If you are a member of a professional society, you should ask if they would be interested in commenting on your findings in newsletters and/or alerts. You should exploit all possible opportunities to promote your work at scientific/professional conferences, citing your work in posters, presentations and ‘echo’ communications; and do not forget to mention your work when talking with colleagues at the bar. Even in this digital age, face-to-face meetings remain powerful and are less subject to electronic noise. They provide the greatest opportunity to convince others to value your work and share your passion. Create and learn elevator pitches to communicate your point quickly.

Rule 6: engage with scholarly collaboration to extend your reach

Sharing your research accomplishments through scholarly networks is an excellent way to increase your reach and raise your visibility. Create an Open Research and Contributors ID (ORCiD) account ( https://orcid.org ), ORCiD provides a persistent digital identifier that distinguishes you from other researchers and, through integration in key research workflows such as manuscript and grant submissions, supports automated linkages between you and your professional activities. You may choose to post your article’s research data on community-recognized repositories or to general-science repositories [e.g., Figshare ( https://figshare.com ) and the Dryad Digital Repository ( https://datadryad.org )]. Recommendations suggest that, where possible, data should be submitted to discipline-specific, community-recognized repositories or generalist repositories if no suitable community resource is available [ 18 ]. There is a lively ongoing discussion over whether sharing scientific data brings any clear benefit to authors [ 19 ]. Whatever the requirement of your granting agency, data sharing has the potential to raise awareness about your research, perhaps opening the door to new collaborative projects. Other options to record your successes and maintain your professional visibility include online resources like ResearchGate, Mendeley and LinkedIn (Box ​ (Box1). 1 ). Use these resources to create links with colleagues and peers to extend your network and keep the information on projects and research up to date. GitHub repositories are freely visible to all; they provide developers and researchers with a dynamic and collaborative environment, often referred to as a social coding platform, which supports peer review, commenting and discussion. Many share their work publicly and openly from the start of the project in order to attract visibility and to benefit from early contributions from online communities. This service is catching on with the life sciences community [ 20 ].

Online academic databases

Rule 7: enrich your content

Traditional publishing, scholarly networks and academic forums use standard journal content when sharing information. This might appear in the form of a summary or abstract, the publication’s title or a figure from the manuscript describing your data. These dry, academic descriptions need to be ‘enriched’ when you are seeking to engage broader audiences. Create different ‘vehicles’ that can communicate your message on various levels. Writing a compelling plain language summary or short ‘call-outs’ that can pique curiosity. Some journals include such summaries and publish them in parallel with your scientific abstract (in some cases, it is mandatory). You might consider using Google Translate to increase the accessibility of a summary by providing it in different languages if your work has international implications. Alternatively, compose an article for use on nonacademic communication channels on how your work fits with current thinking.

Multimedia (podcasts, videos, slides, etc.) adds a new dimension to your research. Many publishers and journals encourage authors to create/provide supporting multi-media materials to accompany their manuscripts. Correlations exist between the number of views of a video abstract gets and article accessions [ 21 ]. A graphical summary (e.g., a visual abstract, infogram, photograph or cartoon) will significantly boost engagement through online resources. You can combine a plethora of resources on free web-based outreach services like Kudos ( www.growkudos.com ). Consider preparing a press release and submitting it to various news outlets – but remember that there is no certainty that your story will be reported. Consider making podcasts for release on YouTube or Vimeo. YouTube is the world’s second biggest search engine and can be an untapped source of traffic – with over 30 million visitors per day. All of these, if successful, will greatly increase your readership, both within academia and beyond.

Rule 8: use Twitter and social media

Twitter and social networks are rich and reliable channels for exchanging highly specialised information. Twitter plays a significant role in scholarly information and cross-disciplinary knowledge-sharing and also contributes to the nonacademic impact of scholarly research [ 22 ]. It is an excellent dissemination tool, but it is not a passive medium. Twitter requires you to generate an audience by engaging with the ‘community’ and maintaining their interest while establishing your specific credentials. Success requires you to interact with your peers (following them and hopefully being followed back), regularly tweeting and retweeting items of interest and getting involved with Twitter ‘lists’ and ‘tweet chats’. Your goal is to build an audience of avid followers eager to receive your tweets – ready for the day when you have work of your own to tweet about. Then hook your audience with a tweet of 280 characters or less and a mouth-watering image – directing them to your publication.

Sharing a link to your newly published manuscript, webpage, tweet or blog via social media helps generate further interest in your article. You can start simply by using your own social media account, for example, linking your article on your Facebook page ( www.facebook.com ) [ 22 , 23 ], or adding references on your LinkedIn profile ( www.linkedin.com ) [ 24 ]. There may be other social media platforms worth investigating that could contribute in efforts to extend the reach of your work (e.g., Instagram, Snapchat, Pinterest, Reddit, etc.).

A nontechnical summary of your research paper is often a great ‘share’ for social media and news websites. These activities will drive those within your social network to your article. Ensure you comment on other posts, and include links to other blogs, etc., to demonstrate that you are an active participant rather than just trying to exploit the medium for advertising. If you collaborate with other scientists and possibly patient groups, you may want to consider starting your own specialist forum or joining one. The more ambitious social media-minded researcher can try to build an audience by becoming a curator and distributor of key information for their field. Manually searching out relevant content to publish across multiple channels can be time consuming but can be augmented by automation software to assemble tweets, etc., which they can then be posted in blogs and on social media as topical science stories, conference reports, etc. For example, it is relatively simple to create a free newsletter service providing regular posts through Nuzzel ( https://www.nuzzel.com ).

Rule 9: create a website and/or blog

As a researcher, you will have both a vision and an opinion. Traditional scientific channels are conservative in the forum they offer for explaining or expanding on the meaning of your research, particularly with general audiences, or for speculating on its broader value. Academic publishing is relatively slow and incapable of contextualising your work with regards to ongoing developments. In contrast, blogs and self-run websites are good at introducing new research, conversations and initiating new collaborations. A blog or website provides the freedom to develop a backstory for your work; show your expertise and describe the time and effort that has gone into achieving your findings. They can serve as a good information resource to ‘point at’ when communicating via other channels (Twitter, LinkedIn or e-mails); and can be useful if your publication is locked behind paywalls. When commenting on your work, remember to create a compelling title or headline – think of these as calls-to-action to drive people to read your post. As well as summarizing the content, your title should include key words and hashtags.

You cannot be certain that an established reputation will ensure the reach of your research and you should, therefore, be actively involved in a process of building that reputation [ 25 ]. Do not wait to be asked for a contribution, get involved in discourse in your scientific community; the smooth running of many organisations relies on volunteers [ 17 ]. For example, engage with your society or find out if there is a Wikipedia page about your research topic, contribute to the content (Wikipedia has many guidelines for writing an entry, so check its website for details) [ 26 ].

Rule 10: track your activity

Promoting your research requires investment of your time and resources and you need to track which activity has the greatest effect on the reach, impact and legacy of your research so that you can focus your efforts. The journal impact factor and h-index are the best-known indicators of impact but these statistics are based on citation analysis and have attracted criticism [ 27 ]. The data lack immediacy – taking months to years to provide any clear assessment of quality or value. Scholars need to carefully balance a journal’s stature, as measured by its impact factor, with the need for a wide readership. One alternative might be to consider targeting a journal that cuts across traditional scientific boundaries. Cardiometabolic medicine is a good example where emerging therapies for glucose management interest not only diabetes and endocrinology communities but also cardiologists, renal physicians, not to mention primary care [ 28 ].

Altmetrics or article-level metrics complement traditional citation impact metrics and are a way to track in real time the attention and conversations around individual items. They gather data from a variety of online sources (including social media, blogs and news outlets) and give a measurement of digital impact and reach. Altmetrics measure ‘Attention’ – whether good, bad or simply ridiculous. Some of the highest Altmetric attention scores are associated with popularist, general interest or even fictitious articles that rightly or wrongly capture the attention to the public. Various publishing houses (Wiley, Elsevier, etc.) provide access to altmetric data as do some independent service providers. Funders (including the UK Medical Research Council) have started showing interest in these metrics [ 29 ]. It is now possible to determine whether a specific activity boosts your altmetrics score. Many publisher platforms such as PLoS, ScienceDirect and Nature Publishing Group, as well as software tools like the Altmetric bookmarklet provide article usage reports. You can also track traffic to your website/blog using Google Analytics. Ensure your website/blog is optimized for search engines – use keywords, MESH headings and text in metadata to attract views through search sites.

The internet has transformed scientific communication. If you ignore this development, it is possible that your research will not get the recognition it deserves. You need to identify the specific issues to focus on (scope) and how much effort (resource) you are prepared to commit. Accept that you do not need to promote your article on every single social media outlet or channel. You will benefit from knowing ‘Who’ and ‘Where’ to target your efforts. Find out how your articles are being read, shared and cited. Even a small amount of self-promotion in the right areas will have a significant impact, making you more discoverable. Once you have set yourself up, you can easily manage your profile by performing a few activities for 10–15 min every week.

The conventional wisdom on scientific communication may need to be jettisoned. ‘Click bait’ websites clearly tap the depths of the human psyche, creating compelling, ‘click me’ headlines for exploitation on social media. The marketing analytical site Buzz Sumo studied the 100 million headlines that generated the most engagement on Facebook and Twitter in terms of ‘likes’, ‘shares’, clicks and comment [ 30 ]. As a species, we cannot resist a list: ‘X reasons why…’ and ‘X things you can …’ are the most effective phrases to gain traction online. The study showed 5, 10 and 15 are the most click-worthy numbers. The most powerful three-word phrase for use anywhere in a headline or title was ‘will make you …’. Make of that what you can.

The lasting value of the various new communication/dissemination channels is presently unclear. The adoption of Twitter is having a measurable effect on individual scientific reputations, even if the jury is still out on a correlation between Tweets and citations [ 31 ]. A high Altmetric score is not always a true indicator that your article has made a significant impact on the science or in your area of study – just as is the case for traditional bibliographic statistics [ 32 ].

Sharing research, accomplishments and ambitions with a wider audience makes you more visible in your field [ 5 , 33 ]. This helps you get cited, cultivates your reputation, promotes your research and your career [ 6 ]. The history of science is critically related to the promotion of its findings. Where once we had the Lunar (or Royal) Society, nowadays we have the internet and its resources. Plus ça change plus c’est la meme chose (Jean-Baptiste Alphonse Karr, Les Guêpes, 1849).

Acknowledgements

The authors would like to thank the many academic partners they have worked with over the years who have taught them that, where the promotion of science is concerned, ignorance is bliss. The authors would also like to thank Daniel Hyde from Wolters Kluwer for generously sharing his insights.

Conflicts of interest

There are no conflicts of interest.

Supplemental Digital Content is available for this article. Direct URL citations appear in the printed text and are provided in the HTML and PDF versions of this article on the journal's website, www.cardiovascularendocrinology.com .

15 Steps to Good Research

• Define and articulate a research question (formulate a research hypothesis). How to Write a Thesis Statement (Indiana University)
• Identify possible sources of information in many types and formats. Georgetown University Library's Research & Course Guides
• Judge the scope of the project.
• Reevaluate the research question based on the nature and extent of information available and the parameters of the research project.
• Select the most appropriate investigative methods (surveys, interviews, experiments) and research tools (periodical indexes, databases, websites).
• Plan the research project. Writing Anxiety (UNC-Chapel Hill) Strategies for Academic Writing (SUNY Empire State College)
• Retrieve information using a variety of methods (draw on a repertoire of skills).
• Refine the search strategy as necessary.
• Write and organize useful notes and keep track of sources. Taking Notes from Research Reading (University of Toronto) Use a citation manager: Zotero or Refworks
• Evaluate sources using appropriate criteria. Evaluating Internet Sources
• Synthesize, analyze and integrate information sources and prior knowledge. Georgetown University Writing Center
• Revise hypothesis as necessary.
• Use information effectively for a specific purpose.
• Understand such issues as plagiarism, ownership of information (implications of copyright to some extent), and costs of information. Georgetown University Honor Council Copyright Basics (Purdue University) How to Recognize Plagiarism: Tutorials and Tests from Indiana University
• Cite properly and give credit for sources of ideas. MLA Bibliographic Form (7th edition, 2009) MLA Bibliographic Form (8th edition, 2016) Turabian Bibliographic Form: Footnote/Endnote Turabian Bibliographic Form: Parenthetical Reference Use a citation manager: Zotero or Refworks

Adapted from the Association of Colleges and Research Libraries "Objectives for Information Literacy Instruction" , which are more complete and include outcomes. See also the broader "Information Literacy Competency Standards for Higher Education."

Chapter One: Understanding the Assignment / Types of Research Projects / Preliminary Research

Types of Research Projects

You are viewing the first edition of this textbook. a second edition is available – please visit the latest edition for updated information..

We describe four types of research projects on this page:

• Interpretive

Your instructor may ask you to produce only one specific type or allow you to choose from among several. It is also common to see research projects that combine elements of two or more types. Please consult with your instructor if you are unsure what kind of project is acceptable.

Researchers begin each project by considering purpose:

• What are the specific hypotheses (claims) or research questions that your work examines?
• What pertinence does your research have for others? Another way of posing the question is to ask: what contributions does your proposed study make to the field? This question is often answered by providing a review of existing scholarly literature and then demonstrating how your work fills a gap or in other ways clarifies, extends, or applies the work of others.

Research projects also include the following elements:

• A specific description of the problem or topic being studied and a summary of the argument and its supporting elements, including any necessary definitions.
• A statement of the significance of the problem or topic.
• A review of the scholarly literature on the topic.
• An explanation of the methodology and theoretical approach of the study describing what information is used, how it is applied to the topic of study, and why the methodology and theoretical approach were chosen.
• A list of works cited and consulted that provides complete information for each reference mentioned in the literature review.

Interpretive Research Projects

An  interpretive  research project declares

• what a text  means ,
• what its major  themes  are, and
• what  morals  or  lessons  the reader should draw from it.

Example: Interpretive

An example of an  interpretive claim is to be found in Frank Kermode’s   interpretation of Jesus’ parable about the Sower of Seeds:

“For to him who has will more be given; and from him who has not, even what he has will be taken away.” To divine the true, the latent sense, you need to be of the elect, of the institution. Outsiders must content themselves with the manifest, and pay a supreme penalty for doing so. Only those who already know the mysteries—what the stories really mean—can discover what the stories really mean. (2-3)

Note that Kermode’s interpretation of Jesus’ parable is in conflict with other potential interpretations such as the claim that Jesus meant for his message to be heard and understood by everyone. [1]

Critical Research Projects

A  critical  research project

• evaluates  a text by applying  standards of quality to the work, and
• judges  it against those standards.

Example: Critical

An example of a  critical  research project is to be found in Edward Said’s  Culture and Imperialism . In Said’s reading of the novel  Heart of Darkness , by Joseph Conrad, he sees Conrad as criticizing imperialism but failing to call for its end. Said writes:

But Marlow and Kurtz are also creatures of their time and cannot take the next step, which would be to recognise that what they saw, disablingly and disparagingly, as a non-European ‘darkness’ was in fact a non-European world  resisting imperialism so as one day to regain sovereignty and independence, and not, as Conrad reductively says, to reestablish the darkness. Conrad’s tragic limitation is that even though he could see clearly that on one level imperialism was essentially pure dominance and land-grabbing, he could not then conclude that imperialism had to end so that ‘natives’ could lead lives free from European domination. As a creature of his time, Conrad could not grant the natives their freedom, despite his severe critique of the imperialism that enslaved them. (30) [2]

Though Said recognizes that Conrad was a product of his time (the novel was published in 1899), he praises Conrad for his insights while criticizing him for his limitations. Said’s criticism depends on a series of propositions about what counts as “good” literature about imperialism. We might summarize Said’s propositions this way:

• Literature about imperialism should identify imperialism as domination, violence, and slavery.
• Literature about imperialism should recognize that native efforts to preserve their identities is resistance.
• Literature about imperialism should call for an end to imperialism.

Heart of Darkness  meets the first criteria but not the last two. We might disagree with Said’s criteria, but if so we should be prepared to say what other criteria should be used. Note that Said is not criticizing the quality of the prose (he praises it). His primary concern is whether the literature supports or opposes imperialism.

Historical Research Projects

A  historical  research project presents an argument about

• historical factors  impacting the  production ,  distribution , and  reception  of a literary work, and
• it involves defining an object of study and a purpose, then collecting, reading, and analyzing your source materials.

The reading should be both wide-ranging and intensive, and your critical judgment is required in the process. The way to maintain focus is to keep in mind the purpose of your study and the questions that you seek to answer. Your bibliography should include all the works referenced in your thesis.

Example: Historical

An example of a  historical research project can be found below in a paper by Maddison McGann, who argues that serialization—the publication of novels in installments in periodicals—changed the relationship among authors, readers, and critics.

The fact that critics like Poe were writing and publishing ‘alternative endings’ at the same time as they were reading the novel suggests that reading a serial novel in the mid-nineteenth century was neither a predetermined nor a passive experience; rather, it was a “choose your own adventure” game that allowed for unspoken collaboration to take place between authors and readers. The serial novel (and its subsequent shift in reviewing) enabled readers to become creators as well as consumers, thus changing the way that novels were read and received in mid-nineteenth-century Britain. (79) [3]

McGann’s research explores the real historical events upon which Dickens based his novel, Dickens’ production of the novel in serial form, and its reception by literary critics of his time, in this case the scathing reviews of Dickens’ novel written by Edgar Allen Poe.

Creative Research Projects

For a  creative  research project, such as a short story, play, poem, or other creative text based on scholarly research about a literary work, the idea must be determined in consultation with the professor. However, for acceptance, a creative project must include at least the following elements:

• An explanation of why the specific form and genre were selected.
• A bibliography of all references used in the development of the creative thesis.
• A clear description of the nature, scope, and substance of the final creative product. For example, a dramatic adaptation that takes an alternate view of events.
• A discussion of the major elements of the craft used and how they will achieve certain aims or effects.

A creative research project has interrogatory components, which means that the researcher still asks critical questions and pursues answers to them. But creative research projects privilege invention over critique. In other words, the researcher must craft a response that goes beyond the traditional essay and does more “showing” than “telling.”

Example: Creative

An example of a  creative research project is Connie Porter’s “Rapunzel across Time and Space.”

Maybe, once upon a time, the moon did show her other face, proudly, boldly, for just one night. It shone down on Earth below just as the other side does, bathed in silver light, brilliant in its fullness. But this face was dismissed for being what it was not—just like the other side. Since that night the moon turned that face forevermore into the darkness of space refusing to let anyone on Earth see it and was called fickle. She was hurt by being made fun of, for being called fickle and sang out her sorrow from the dark side of her face. People hear her voice on windless nights. Part of a chorus people used to call the music of the spheres. Its beauty haunts us, draws us to look up into the sky at night. We want to hear her voice more clearly, but the moon will never turn its other face to us again. We will have to cross time and space to pull ourselves into her life, make a ladder of our own hair. Nappy. Curly. Straight. Braided. Dreaded. We will have to shave our own heads, all of us become baldheaded and beautiful, weaving a ladder that stretches to her to hear the full beauty of her voice, to see the beauty of the face cloaked in darkness. We will feel the power of her tears as they fall into our eyes. Though not blind, we will see that she was never the one who was fickle. We were. Then we will all live happily ever after. End of story. (282) [4]

In her work, Porter—a black female author—writes about an event in which she heard one of her readers use the word “baldheaded” to insult one of Porter’s fictional characters, a young black girl with short hair. The insult inspired Porter to rethink the familiar Rapunzel tale to see what it teaches us about hair, beauty, gender, and race. In re-reading “Rapunzel,” Porter discover that the prince is attracted not to Rapunzel’s hair but to her voice. Her hair is merely a means to an end: a rope for him to climb. Porter’s work is a hybrid: part reworking of the “Rapunzel” story, part personal essay, part literary research, and part polemic, arguing that we should encourage black girls to speak and that we should listen to them and appreciate their voices.

Suggested guidelines when doing a creative research project:

• The introduction should discuss the literary theory or theories you are using, how you used them to read the literary work, and what your creative project is in relation to your research question.
• The creative project is part of your research method in that it helps you answer your research question. For instance, let’s say we were wondering what impact gender has in the “Sleeping Beauty” stories by the Brothers Grimm, Charles Perrault, and Giambattista Basile. One way to find out might be to switch the genders of the main characters and see what results.
• The conclusion explains what you discovered or what resulted from the creative work.

Please read Chapter Four for information about literary theories and methods.

• Does your assignment allow you to choose from these types of research projects? Get clarification if necessary.
• Which type of research project most appeals to you and why?
• What are your thoughts about using analysis but going beyond it to make a claim and establish need?
• What was the most important lesson you learned from this page? What point was confusing or difficult to understand?

Write your responses in a webcourse discussion page.

• Kermode, Frank. The Genesis of Secrecy: On the Interpretation of Narrative, Cambridge, Mass.: Harvard University Press, 1979. ↵
• Said, Edward W., and Said, Edward William. Culture and imperialism. United Kingdom, Vintage Books, 1994. ↵
• McGann, Maddison. "The Meaning of Prophets and the Making of Trolls: 19th-Century Reception of Charles Dickens’ ​Barnaby Rudge." Iowa Journal of Cultural Studies 20 (2020): 72-79. ↵
• Porter, Connie. “Rapunzel across Time and Space.” Mirror, Mirror on the Wall: Women Writers Explore Their Favorite Fairy Tale. Kate Bernheimer, ed., pp. 273–282. New York: Anchor, 1998 ↵

Strategies for Conducting Literary Research Copyright © 2021 by Barry Mauer & John Venecek is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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• Research Enrollment and Diversity
• Harvard Catalyst Profiles

Project Management Strategies for Research Team Members

Webinar series on the principles of project management

For more information:

• Understand the foundational principles of project management.
• Explore how project management principles and strategies can influence your work with colleagues and stakeholders on various projects.

Managing projects is a detailed and systematic process. Yet, the applications of this process vary across disciplines and teams. This webinar series will introduce how to troubleshoot, forecast, and problem solve using project management in various contexts while considering how these elements impact the work of teams. Each of the four independent sessions will be led by David Vincenti, PMP, a certified project management professional. This series will identify the principles of project management and how to apply templates and skills to your work and experiences in team settings. The last session will feature a panel of guest speakers who utilize successful project management strategies in their respective roles and professions. Those without official training in this area will gain skills and confidence in project management during this series.

Boundary-Crossing Skills for Research Careers

This session explores approaches to developing a broad range of competencies integral to establishing and maintaining a successful research career. The series delves into the following competencies: team science, mentorship, project management, communication, leadership, and funding research. For more information and to access other resources and webinars in the series, please visit  Boundary-Crossing Skills for Research Careers.

Meet the Presenter

Vincenti has presented to academic and professional audiences on project management, professional development, and other topics, and has been recognized for his work with career planning for early-career technical professionals. He holds degrees in materials engineering and technology management from Stevens Institute of Technology.

Meet the Panelists

Sarita Patil, MD:  Assistant Professor of Medicine, Harvard Medical School and Assistant Physician, Massachusetts General Hospital

Jane Shim, BA : Clinical Research Coordinator, Food Allergy Center, Massachusetts General Hospital

Neal Smith, MSc : Senior Computational Biologist, Center for Immunology and Inflammatory Diseases, Massachusetts General Hospital

Yamini Virkud, MD, MA, MPH : Pediatric Allergist/Immunologist and Assistant Professor, University of North Carolina at Chapel Hill

Session dates

Session 1: Defining the Work November 1, 2022 | 12:00pm ET This session introduces basic project management principles. You will learn the definition of a project, how to manage project scope, and how to draft the baseline of a project while considering how projects can be connected.

Session 2: Creating the Plan November 3, 2022 | 12:00pm ET In this session, you will learn to apply project planning terms and understand how to break a project into manageable parts, sequence tasks, and manage time while considering how these components affect your work and the work of your team members.

Session 3: Finalizing the Plan November 8, 2022 | 12:00pm ET In this session, you will explore project management principles further by calculating risks, managing a process, reviewing a project plan, and forecasting the execution and completion of a project while considering how these elements impact your work and the work of your team members.

Session 4: Panel Discussion November 10, 2022 | 12:00pm ET This culminating session features a panel discussion with four successful project management practitioners. The panelists will share their experiences in their respective roles and professions, and discuss how they engage in project management work within team settings.

Time commitment

50-minute sessions on Zoom

This series is designed for team members in the clinical and translational (c/t ) workforce who are familiar with project management but have no formal training. Attendees are welcome to attend on their own or with their team members.

We believe that the research community is strengthened by understanding how a number of factors including gender identity, sexual orientation, race and ethnicity, socioeconomic status, culture, religion, national origin, language, disability, and age shape the environment in which we live and work, affect each of our personal identities, and impacts all areas of human health.

Eligibility

There are no eligibility requirements. Prior session attendees have included: PhD, MD, postdocs, junior faculty, and medical students.

Registration is currently closed. Please check back for future opportunities.

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An Introduction to Design Science pp 41–75 Cite as

Research Strategies and Methods

• Paul Johannesson 3 &
• Erik Perjons 3  
• First Online: 22 July 2021

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Researchers have since centuries used research methods to support the creation of reliable knowledge based on empirical evidence and logical arguments. This chapter offers an overview of established research strategies and methods with a focus on empirical research in the social sciences. We discuss research strategies, such as experiment, survey, case study, ethnography, grounded theory, action research, and phenomenology. Research methods for data collection are also described, including questionnaires, interviews, focus groups, observations, and documents. Qualitative and quantitative methods for data analysis are discussed. Finally, the use of research strategies and methods within design science is investigated.

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Stockholm University, Kista, Sweden

Paul Johannesson & Erik Perjons

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Johannesson, P., Perjons, E. (2021). Research Strategies and Methods. In: An Introduction to Design Science. Springer, Cham. https://doi.org/10.1007/978-3-030-78132-3_3

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Global Lesson Study Policy, Practice, and Research for Advancing Teacher and Student Learning in STEM

Evolving Engineering Education: Online vs. In-Person Capstone Projects Compared (EEE-OIPC) Provisionally Accepted

• 1 Engineering and Physics Department, Texas A&M University Texarkana, United States

The final, formatted version of the article will be published soon.

This study compares online and face-to-face (F2F) instructional methods in Capstone Senior Design (CSD) projects across the disciplines of Electrical Engineering (EE) and Mechanical Engineering (ME). Through a comprehensive assessment involving project evaluations, advisor feedback, and self-peer reviews, it aims to gauge the efficacy of each approach in enhancing student success and learning outcomes. A key observation is the parity between online and F2F modalities in several metrics, yet F2F instruction distinctly advances teamwork and collaboration. Conversely, online environments show robust advisor evaluations, signifying effective mentoring despite hurdles in consistent team collaboration and project execution. Highlighting the imperative to blend online and traditional pedagogies, suggesting improved online strategies and a holistic curriculum to boost CSD students' learning experiences. These insights bear significance for ongoing and future STEM education research, stressing adaptable teaching techniques to better student experiences across varied settings. The outcomes yield important guidance for evolving STEM education research and practices, stressing the need for flexible teaching techniques to enrich learning in different educational environments. These findings are crucial for educators and institutions working to adapt their strategies to the changing landscape of online and F2F instruction in STEM areas.

Keywords: Capstone Senior Project, Online Learning, F2F, Teamwork, Engineering Education, project-based learning, group projects, Communication

Received: 19 Mar 2024; Accepted: 10 Apr 2024.

Copyright: © 2024 Znidi, Uddin and Morsy. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY) . The use, distribution or reproduction in other forums is permitted, provided the original author(s) or licensor are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

* Correspondence: Dr. Faycal Znidi, Texas A&M University Texarkana, Engineering and Physics Department, Texarkana, 75503, Texas, United States

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