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  • How to Write Your Methods

method of the research paper

Ensure understanding, reproducibility and replicability

What should you include in your methods section, and how much detail is appropriate?

Why Methods Matter

The methods section was once the most likely part of a paper to be unfairly abbreviated, overly summarized, or even relegated to hard-to-find sections of a publisher’s website. While some journals may responsibly include more detailed elements of methods in supplementary sections, the movement for increased reproducibility and rigor in science has reinstated the importance of the methods section. Methods are now viewed as a key element in establishing the credibility of the research being reported, alongside the open availability of data and results.

A clear methods section impacts editorial evaluation and readers’ understanding, and is also the backbone of transparency and replicability.

For example, the Reproducibility Project: Cancer Biology project set out in 2013 to replicate experiments from 50 high profile cancer papers, but revised their target to 18 papers once they understood how much methodological detail was not contained in the original papers.

method of the research paper

What to include in your methods section

What you include in your methods sections depends on what field you are in and what experiments you are performing. However, the general principle in place at the majority of journals is summarized well by the guidelines at PLOS ONE : “The Materials and Methods section should provide enough detail to allow suitably skilled investigators to fully replicate your study. ” The emphases here are deliberate: the methods should enable readers to understand your paper, and replicate your study. However, there is no need to go into the level of detail that a lay-person would require—the focus is on the reader who is also trained in your field, with the suitable skills and knowledge to attempt a replication.

A constant principle of rigorous science

A methods section that enables other researchers to understand and replicate your results is a constant principle of rigorous, transparent, and Open Science. Aim to be thorough, even if a particular journal doesn’t require the same level of detail . Reproducibility is all of our responsibility. You cannot create any problems by exceeding a minimum standard of information. If a journal still has word-limits—either for the overall article or specific sections—and requires some methodological details to be in a supplemental section, that is OK as long as the extra details are searchable and findable .

Imagine replicating your own work, years in the future

As part of PLOS’ presentation on Reproducibility and Open Publishing (part of UCSF’s Reproducibility Series ) we recommend planning the level of detail in your methods section by imagining you are writing for your future self, replicating your own work. When you consider that you might be at a different institution, with different account logins, applications, resources, and access levels—you can help yourself imagine the level of specificity that you yourself would require to redo the exact experiment. Consider:

  • Which details would you need to be reminded of? 
  • Which cell line, or antibody, or software, or reagent did you use, and does it have a Research Resource ID (RRID) that you can cite?
  • Which version of a questionnaire did you use in your survey? 
  • Exactly which visual stimulus did you show participants, and is it publicly available? 
  • What participants did you decide to exclude? 
  • What process did you adjust, during your work? 

Tip: Be sure to capture any changes to your protocols

You yourself would want to know about any adjustments, if you ever replicate the work, so you can surmise that anyone else would want to as well. Even if a necessary adjustment you made was not ideal, transparency is the key to ensuring this is not regarded as an issue in the future. It is far better to transparently convey any non-optimal methods, or methodological constraints, than to conceal them, which could result in reproducibility or ethical issues downstream.

Visual aids for methods help when reading the whole paper

Consider whether a visual representation of your methods could be appropriate or aid understanding your process. A visual reference readers can easily return to, like a flow-diagram, decision-tree, or checklist, can help readers to better understand the complete article, not just the methods section.

Ethical Considerations

In addition to describing what you did, it is just as important to assure readers that you also followed all relevant ethical guidelines when conducting your research. While ethical standards and reporting guidelines are often presented in a separate section of a paper, ensure that your methods and protocols actually follow these guidelines. Read more about ethics .

Existing standards, checklists, guidelines, partners

While the level of detail contained in a methods section should be guided by the universal principles of rigorous science outlined above, various disciplines, fields, and projects have worked hard to design and develop consistent standards, guidelines, and tools to help with reporting all types of experiment. Below, you’ll find some of the key initiatives. Ensure you read the submission guidelines for the specific journal you are submitting to, in order to discover any further journal- or field-specific policies to follow, or initiatives/tools to utilize.

Tip: Keep your paper moving forward by providing the proper paperwork up front

Be sure to check the journal guidelines and provide the necessary documents with your manuscript submission. Collecting the necessary documentation can greatly slow the first round of peer review, or cause delays when you submit your revision.

Randomized Controlled Trials – CONSORT The Consolidated Standards of Reporting Trials (CONSORT) project covers various initiatives intended to prevent the problems of  inadequate reporting of randomized controlled trials. The primary initiative is an evidence-based minimum set of recommendations for reporting randomized trials known as the CONSORT Statement . 

Systematic Reviews and Meta-Analyses – PRISMA The Preferred Reporting Items for Systematic Reviews and Meta-Analyses ( PRISMA ) is an evidence-based minimum set of items focusing  on the reporting of  reviews evaluating randomized trials and other types of research.

Research using Animals – ARRIVE The Animal Research: Reporting of In Vivo Experiments ( ARRIVE ) guidelines encourage maximizing the information reported in research using animals thereby minimizing unnecessary studies. (Original study and proposal , and updated guidelines , in PLOS Biology .) 

Laboratory Protocols Protocols.io has developed a platform specifically for the sharing and updating of laboratory protocols , which are assigned their own DOI and can be linked from methods sections of papers to enhance reproducibility. Contextualize your protocol and improve discovery with an accompanying Lab Protocol article in PLOS ONE .

Consistent reporting of Materials, Design, and Analysis – the MDAR checklist A cross-publisher group of editors and experts have developed, tested, and rolled out a checklist to help establish and harmonize reporting standards in the Life Sciences . The checklist , which is available for use by authors to compile their methods, and editors/reviewers to check methods, establishes a minimum set of requirements in transparent reporting and is adaptable to any discipline within the Life Sciences, by covering a breadth of potentially relevant methodological items and considerations. If you are in the Life Sciences and writing up your methods section, try working through the MDAR checklist and see whether it helps you include all relevant details into your methods, and whether it reminded you of anything you might have missed otherwise.

Summary Writing tips

The main challenge you may find when writing your methods is keeping it readable AND covering all the details needed for reproducibility and replicability. While this is difficult, do not compromise on rigorous standards for credibility!

method of the research paper

  • Keep in mind future replicability, alongside understanding and readability.
  • Follow checklists, and field- and journal-specific guidelines.
  • Consider a commitment to rigorous and transparent science a personal responsibility, and not just adhering to journal guidelines.
  • Establish whether there are persistent identifiers for any research resources you use that can be specifically cited in your methods section.
  • Deposit your laboratory protocols in Protocols.io, establishing a permanent link to them. You can update your protocols later if you improve on them, as can future scientists who follow your protocols.
  • Consider visual aids like flow-diagrams, lists, to help with reading other sections of the paper.
  • Be specific about all decisions made during the experiments that someone reproducing your work would need to know.

method of the research paper

Don’t

  • Summarize or abbreviate methods without giving full details in a discoverable supplemental section.
  • Presume you will always be able to remember how you performed the experiments, or have access to private or institutional notebooks and resources.
  • Attempt to hide constraints or non-optimal decisions you had to make–transparency is the key to ensuring the credibility of your research.
  • How to Write a Great Title
  • How to Write an Abstract
  • How to Report Statistics
  • How to Write Discussions and Conclusions
  • How to Edit Your Work

The contents of the Peer Review Center are also available as a live, interactive training session, complete with slides, talking points, and activities. …

The contents of the Writing Center are also available as a live, interactive training session, complete with slides, talking points, and activities. …

There’s a lot to consider when deciding where to submit your work. Learn how to choose a journal that will help your study reach its audience, while reflecting your values as a researcher…

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Organizing Your Social Sciences Research Paper

  • 6. The Methodology
  • Purpose of Guide
  • Design Flaws to Avoid
  • Independent and Dependent Variables
  • Glossary of Research Terms
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  • Narrowing a Topic Idea
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The methods section describes actions taken to investigate a research problem and the rationale for the application of specific procedures or techniques used to identify, select, process, and analyze information applied to understanding the problem, thereby, allowing the reader to critically evaluate a study’s overall validity and reliability. The methodology section of a research paper answers two main questions: How was the data collected or generated? And, how was it analyzed? The writing should be direct and precise and always written in the past tense.

Kallet, Richard H. "How to Write the Methods Section of a Research Paper." Respiratory Care 49 (October 2004): 1229-1232.

Importance of a Good Methodology Section

You must explain how you obtained and analyzed your results for the following reasons:

  • Readers need to know how the data was obtained because the method you chose affects the results and, by extension, how you interpreted their significance in the discussion section of your paper.
  • Methodology is crucial for any branch of scholarship because an unreliable method produces unreliable results and, as a consequence, undermines the value of your analysis of the findings.
  • In most cases, there are a variety of different methods you can choose to investigate a research problem. The methodology section of your paper should clearly articulate the reasons why you have chosen a particular procedure or technique.
  • The reader wants to know that the data was collected or generated in a way that is consistent with accepted practice in the field of study. For example, if you are using a multiple choice questionnaire, readers need to know that it offered your respondents a reasonable range of answers to choose from.
  • The method must be appropriate to fulfilling the overall aims of the study. For example, you need to ensure that you have a large enough sample size to be able to generalize and make recommendations based upon the findings.
  • The methodology should discuss the problems that were anticipated and the steps you took to prevent them from occurring. For any problems that do arise, you must describe the ways in which they were minimized or why these problems do not impact in any meaningful way your interpretation of the findings.
  • In the social and behavioral sciences, it is important to always provide sufficient information to allow other researchers to adopt or replicate your methodology. This information is particularly important when a new method has been developed or an innovative use of an existing method is utilized.

Bem, Daryl J. Writing the Empirical Journal Article. Psychology Writing Center. University of Washington; Denscombe, Martyn. The Good Research Guide: For Small-Scale Social Research Projects . 5th edition. Buckingham, UK: Open University Press, 2014; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008.

Structure and Writing Style

I.  Groups of Research Methods

There are two main groups of research methods in the social sciences:

  • The e mpirical-analytical group approaches the study of social sciences in a similar manner that researchers study the natural sciences . This type of research focuses on objective knowledge, research questions that can be answered yes or no, and operational definitions of variables to be measured. The empirical-analytical group employs deductive reasoning that uses existing theory as a foundation for formulating hypotheses that need to be tested. This approach is focused on explanation.
  • The i nterpretative group of methods is focused on understanding phenomenon in a comprehensive, holistic way . Interpretive methods focus on analytically disclosing the meaning-making practices of human subjects [the why, how, or by what means people do what they do], while showing how those practices arrange so that it can be used to generate observable outcomes. Interpretive methods allow you to recognize your connection to the phenomena under investigation. However, the interpretative group requires careful examination of variables because it focuses more on subjective knowledge.

II.  Content

The introduction to your methodology section should begin by restating the research problem and underlying assumptions underpinning your study. This is followed by situating the methods you used to gather, analyze, and process information within the overall “tradition” of your field of study and within the particular research design you have chosen to study the problem. If the method you choose lies outside of the tradition of your field [i.e., your review of the literature demonstrates that the method is not commonly used], provide a justification for how your choice of methods specifically addresses the research problem in ways that have not been utilized in prior studies.

The remainder of your methodology section should describe the following:

  • Decisions made in selecting the data you have analyzed or, in the case of qualitative research, the subjects and research setting you have examined,
  • Tools and methods used to identify and collect information, and how you identified relevant variables,
  • The ways in which you processed the data and the procedures you used to analyze that data, and
  • The specific research tools or strategies that you utilized to study the underlying hypothesis and research questions.

In addition, an effectively written methodology section should:

  • Introduce the overall methodological approach for investigating your research problem . Is your study qualitative or quantitative or a combination of both (mixed method)? Are you going to take a special approach, such as action research, or a more neutral stance?
  • Indicate how the approach fits the overall research design . Your methods for gathering data should have a clear connection to your research problem. In other words, make sure that your methods will actually address the problem. One of the most common deficiencies found in research papers is that the proposed methodology is not suitable to achieving the stated objective of your paper.
  • Describe the specific methods of data collection you are going to use , such as, surveys, interviews, questionnaires, observation, archival research. If you are analyzing existing data, such as a data set or archival documents, describe how it was originally created or gathered and by whom. Also be sure to explain how older data is still relevant to investigating the current research problem.
  • Explain how you intend to analyze your results . Will you use statistical analysis? Will you use specific theoretical perspectives to help you analyze a text or explain observed behaviors? Describe how you plan to obtain an accurate assessment of relationships, patterns, trends, distributions, and possible contradictions found in the data.
  • Provide background and a rationale for methodologies that are unfamiliar for your readers . Very often in the social sciences, research problems and the methods for investigating them require more explanation/rationale than widely accepted rules governing the natural and physical sciences. Be clear and concise in your explanation.
  • Provide a justification for subject selection and sampling procedure . For instance, if you propose to conduct interviews, how do you intend to select the sample population? If you are analyzing texts, which texts have you chosen, and why? If you are using statistics, why is this set of data being used? If other data sources exist, explain why the data you chose is most appropriate to addressing the research problem.
  • Provide a justification for case study selection . A common method of analyzing research problems in the social sciences is to analyze specific cases. These can be a person, place, event, phenomenon, or other type of subject of analysis that are either examined as a singular topic of in-depth investigation or multiple topics of investigation studied for the purpose of comparing or contrasting findings. In either method, you should explain why a case or cases were chosen and how they specifically relate to the research problem.
  • Describe potential limitations . Are there any practical limitations that could affect your data collection? How will you attempt to control for potential confounding variables and errors? If your methodology may lead to problems you can anticipate, state this openly and show why pursuing this methodology outweighs the risk of these problems cropping up.

NOTE :   Once you have written all of the elements of the methods section, subsequent revisions should focus on how to present those elements as clearly and as logically as possibly. The description of how you prepared to study the research problem, how you gathered the data, and the protocol for analyzing the data should be organized chronologically. For clarity, when a large amount of detail must be presented, information should be presented in sub-sections according to topic. If necessary, consider using appendices for raw data.

ANOTHER NOTE : If you are conducting a qualitative analysis of a research problem , the methodology section generally requires a more elaborate description of the methods used as well as an explanation of the processes applied to gathering and analyzing of data than is generally required for studies using quantitative methods. Because you are the primary instrument for generating the data [e.g., through interviews or observations], the process for collecting that data has a significantly greater impact on producing the findings. Therefore, qualitative research requires a more detailed description of the methods used.

YET ANOTHER NOTE :   If your study involves interviews, observations, or other qualitative techniques involving human subjects , you may be required to obtain approval from the university's Office for the Protection of Research Subjects before beginning your research. This is not a common procedure for most undergraduate level student research assignments. However, i f your professor states you need approval, you must include a statement in your methods section that you received official endorsement and adequate informed consent from the office and that there was a clear assessment and minimization of risks to participants and to the university. This statement informs the reader that your study was conducted in an ethical and responsible manner. In some cases, the approval notice is included as an appendix to your paper.

III.  Problems to Avoid

Irrelevant Detail The methodology section of your paper should be thorough but concise. Do not provide any background information that does not directly help the reader understand why a particular method was chosen, how the data was gathered or obtained, and how the data was analyzed in relation to the research problem [note: analyzed, not interpreted! Save how you interpreted the findings for the discussion section]. With this in mind, the page length of your methods section will generally be less than any other section of your paper except the conclusion.

Unnecessary Explanation of Basic Procedures Remember that you are not writing a how-to guide about a particular method. You should make the assumption that readers possess a basic understanding of how to investigate the research problem on their own and, therefore, you do not have to go into great detail about specific methodological procedures. The focus should be on how you applied a method , not on the mechanics of doing a method. An exception to this rule is if you select an unconventional methodological approach; if this is the case, be sure to explain why this approach was chosen and how it enhances the overall process of discovery.

Problem Blindness It is almost a given that you will encounter problems when collecting or generating your data, or, gaps will exist in existing data or archival materials. Do not ignore these problems or pretend they did not occur. Often, documenting how you overcame obstacles can form an interesting part of the methodology. It demonstrates to the reader that you can provide a cogent rationale for the decisions you made to minimize the impact of any problems that arose.

Literature Review Just as the literature review section of your paper provides an overview of sources you have examined while researching a particular topic, the methodology section should cite any sources that informed your choice and application of a particular method [i.e., the choice of a survey should include any citations to the works you used to help construct the survey].

It’s More than Sources of Information! A description of a research study's method should not be confused with a description of the sources of information. Such a list of sources is useful in and of itself, especially if it is accompanied by an explanation about the selection and use of the sources. The description of the project's methodology complements a list of sources in that it sets forth the organization and interpretation of information emanating from those sources.

Azevedo, L.F. et al. "How to Write a Scientific Paper: Writing the Methods Section." Revista Portuguesa de Pneumologia 17 (2011): 232-238; Blair Lorrie. “Choosing a Methodology.” In Writing a Graduate Thesis or Dissertation , Teaching Writing Series. (Rotterdam: Sense Publishers 2016), pp. 49-72; Butin, Dan W. The Education Dissertation A Guide for Practitioner Scholars . Thousand Oaks, CA: Corwin, 2010; Carter, Susan. Structuring Your Research Thesis . New York: Palgrave Macmillan, 2012; Kallet, Richard H. “How to Write the Methods Section of a Research Paper.” Respiratory Care 49 (October 2004):1229-1232; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008. Methods Section. The Writer’s Handbook. Writing Center. University of Wisconsin, Madison; Rudestam, Kjell Erik and Rae R. Newton. “The Method Chapter: Describing Your Research Plan.” In Surviving Your Dissertation: A Comprehensive Guide to Content and Process . (Thousand Oaks, Sage Publications, 2015), pp. 87-115; What is Interpretive Research. Institute of Public and International Affairs, University of Utah; Writing the Experimental Report: Methods, Results, and Discussion. The Writing Lab and The OWL. Purdue University; Methods and Materials. The Structure, Format, Content, and Style of a Journal-Style Scientific Paper. Department of Biology. Bates College.

Writing Tip

Statistical Designs and Tests? Do Not Fear Them!

Don't avoid using a quantitative approach to analyzing your research problem just because you fear the idea of applying statistical designs and tests. A qualitative approach, such as conducting interviews or content analysis of archival texts, can yield exciting new insights about a research problem, but it should not be undertaken simply because you have a disdain for running a simple regression. A well designed quantitative research study can often be accomplished in very clear and direct ways, whereas, a similar study of a qualitative nature usually requires considerable time to analyze large volumes of data and a tremendous burden to create new paths for analysis where previously no path associated with your research problem had existed.

To locate data and statistics, GO HERE .

Another Writing Tip

Knowing the Relationship Between Theories and Methods

There can be multiple meaning associated with the term "theories" and the term "methods" in social sciences research. A helpful way to delineate between them is to understand "theories" as representing different ways of characterizing the social world when you research it and "methods" as representing different ways of generating and analyzing data about that social world. Framed in this way, all empirical social sciences research involves theories and methods, whether they are stated explicitly or not. However, while theories and methods are often related, it is important that, as a researcher, you deliberately separate them in order to avoid your theories playing a disproportionate role in shaping what outcomes your chosen methods produce.

Introspectively engage in an ongoing dialectic between the application of theories and methods to help enable you to use the outcomes from your methods to interrogate and develop new theories, or ways of framing conceptually the research problem. This is how scholarship grows and branches out into new intellectual territory.

Reynolds, R. Larry. Ways of Knowing. Alternative Microeconomics . Part 1, Chapter 3. Boise State University; The Theory-Method Relationship. S-Cool Revision. United Kingdom.

Yet Another Writing Tip

Methods and the Methodology

Do not confuse the terms "methods" and "methodology." As Schneider notes, a method refers to the technical steps taken to do research . Descriptions of methods usually include defining and stating why you have chosen specific techniques to investigate a research problem, followed by an outline of the procedures you used to systematically select, gather, and process the data [remember to always save the interpretation of data for the discussion section of your paper].

The methodology refers to a discussion of the underlying reasoning why particular methods were used . This discussion includes describing the theoretical concepts that inform the choice of methods to be applied, placing the choice of methods within the more general nature of academic work, and reviewing its relevance to examining the research problem. The methodology section also includes a thorough review of the methods other scholars have used to study the topic.

Bryman, Alan. "Of Methods and Methodology." Qualitative Research in Organizations and Management: An International Journal 3 (2008): 159-168; Schneider, Florian. “What's in a Methodology: The Difference between Method, Methodology, and Theory…and How to Get the Balance Right?” PoliticsEastAsia.com. Chinese Department, University of Leiden, Netherlands.

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Research Method

Home » Research Methods – Types, Examples and Guide

Research Methods – Types, Examples and Guide

Table of Contents

Research Methods

Research Methods

Definition:

Research Methods refer to the techniques, procedures, and processes used by researchers to collect , analyze, and interpret data in order to answer research questions or test hypotheses. The methods used in research can vary depending on the research questions, the type of data that is being collected, and the research design.

Types of Research Methods

Types of Research Methods are as follows:

Qualitative research Method

Qualitative research methods are used to collect and analyze non-numerical data. This type of research is useful when the objective is to explore the meaning of phenomena, understand the experiences of individuals, or gain insights into complex social processes. Qualitative research methods include interviews, focus groups, ethnography, and content analysis.

Quantitative Research Method

Quantitative research methods are used to collect and analyze numerical data. This type of research is useful when the objective is to test a hypothesis, determine cause-and-effect relationships, and measure the prevalence of certain phenomena. Quantitative research methods include surveys, experiments, and secondary data analysis.

Mixed Method Research

Mixed Method Research refers to the combination of both qualitative and quantitative research methods in a single study. This approach aims to overcome the limitations of each individual method and to provide a more comprehensive understanding of the research topic. This approach allows researchers to gather both quantitative data, which is often used to test hypotheses and make generalizations about a population, and qualitative data, which provides a more in-depth understanding of the experiences and perspectives of individuals.

Key Differences Between Research Methods

The following Table shows the key differences between Quantitative, Qualitative and Mixed Research Methods

Examples of Research Methods

Examples of Research Methods are as follows:

Qualitative Research Example:

A researcher wants to study the experience of cancer patients during their treatment. They conduct in-depth interviews with patients to gather data on their emotional state, coping mechanisms, and support systems.

Quantitative Research Example:

A company wants to determine the effectiveness of a new advertisement campaign. They survey a large group of people, asking them to rate their awareness of the product and their likelihood of purchasing it.

Mixed Research Example:

A university wants to evaluate the effectiveness of a new teaching method in improving student performance. They collect both quantitative data (such as test scores) and qualitative data (such as feedback from students and teachers) to get a complete picture of the impact of the new method.

Applications of Research Methods

Research methods are used in various fields to investigate, analyze, and answer research questions. Here are some examples of how research methods are applied in different fields:

  • Psychology : Research methods are widely used in psychology to study human behavior, emotions, and mental processes. For example, researchers may use experiments, surveys, and observational studies to understand how people behave in different situations, how they respond to different stimuli, and how their brains process information.
  • Sociology : Sociologists use research methods to study social phenomena, such as social inequality, social change, and social relationships. Researchers may use surveys, interviews, and observational studies to collect data on social attitudes, beliefs, and behaviors.
  • Medicine : Research methods are essential in medical research to study diseases, test new treatments, and evaluate their effectiveness. Researchers may use clinical trials, case studies, and laboratory experiments to collect data on the efficacy and safety of different medical treatments.
  • Education : Research methods are used in education to understand how students learn, how teachers teach, and how educational policies affect student outcomes. Researchers may use surveys, experiments, and observational studies to collect data on student performance, teacher effectiveness, and educational programs.
  • Business : Research methods are used in business to understand consumer behavior, market trends, and business strategies. Researchers may use surveys, focus groups, and observational studies to collect data on consumer preferences, market trends, and industry competition.
  • Environmental science : Research methods are used in environmental science to study the natural world and its ecosystems. Researchers may use field studies, laboratory experiments, and observational studies to collect data on environmental factors, such as air and water quality, and the impact of human activities on the environment.
  • Political science : Research methods are used in political science to study political systems, institutions, and behavior. Researchers may use surveys, experiments, and observational studies to collect data on political attitudes, voting behavior, and the impact of policies on society.

Purpose of Research Methods

Research methods serve several purposes, including:

  • Identify research problems: Research methods are used to identify research problems or questions that need to be addressed through empirical investigation.
  • Develop hypotheses: Research methods help researchers develop hypotheses, which are tentative explanations for the observed phenomenon or relationship.
  • Collect data: Research methods enable researchers to collect data in a systematic and objective way, which is necessary to test hypotheses and draw meaningful conclusions.
  • Analyze data: Research methods provide tools and techniques for analyzing data, such as statistical analysis, content analysis, and discourse analysis.
  • Test hypotheses: Research methods allow researchers to test hypotheses by examining the relationships between variables in a systematic and controlled manner.
  • Draw conclusions : Research methods facilitate the drawing of conclusions based on empirical evidence and help researchers make generalizations about a population based on their sample data.
  • Enhance understanding: Research methods contribute to the development of knowledge and enhance our understanding of various phenomena and relationships, which can inform policy, practice, and theory.

When to Use Research Methods

Research methods are used when you need to gather information or data to answer a question or to gain insights into a particular phenomenon.

Here are some situations when research methods may be appropriate:

  • To investigate a problem : Research methods can be used to investigate a problem or a research question in a particular field. This can help in identifying the root cause of the problem and developing solutions.
  • To gather data: Research methods can be used to collect data on a particular subject. This can be done through surveys, interviews, observations, experiments, and more.
  • To evaluate programs : Research methods can be used to evaluate the effectiveness of a program, intervention, or policy. This can help in determining whether the program is meeting its goals and objectives.
  • To explore new areas : Research methods can be used to explore new areas of inquiry or to test new hypotheses. This can help in advancing knowledge in a particular field.
  • To make informed decisions : Research methods can be used to gather information and data to support informed decision-making. This can be useful in various fields such as healthcare, business, and education.

Advantages of Research Methods

Research methods provide several advantages, including:

  • Objectivity : Research methods enable researchers to gather data in a systematic and objective manner, minimizing personal biases and subjectivity. This leads to more reliable and valid results.
  • Replicability : A key advantage of research methods is that they allow for replication of studies by other researchers. This helps to confirm the validity of the findings and ensures that the results are not specific to the particular research team.
  • Generalizability : Research methods enable researchers to gather data from a representative sample of the population, allowing for generalizability of the findings to a larger population. This increases the external validity of the research.
  • Precision : Research methods enable researchers to gather data using standardized procedures, ensuring that the data is accurate and precise. This allows researchers to make accurate predictions and draw meaningful conclusions.
  • Efficiency : Research methods enable researchers to gather data efficiently, saving time and resources. This is especially important when studying large populations or complex phenomena.
  • Innovation : Research methods enable researchers to develop new techniques and tools for data collection and analysis, leading to innovation and advancement in the field.

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How to Master the Methods Section of Your Research Paper

David Costello

The Methods section is a fundamental component of any research paper, playing a crucial role in establishing the validity and reliability of your study. It serves as a detailed roadmap of the research process that you undertook, providing sufficient information for the replication of the study. An effectively written Methods section can enhance the impact and credibility of your research, giving your readers a clear understanding of how your findings were achieved.

The methods section essentially answers the questions:

  • What did you do?
  • How did you do it?
  • What tools and procedures did you use?
  • And how did you analyze the data you collected?

Providing thorough responses to these questions, it typically includes detailed descriptions of your research design , participants or subjects of study, equipment or materials used, the procedures you followed, and the statistical methods applied for data analysis.

In the following sections, we'll delve into each of these elements, providing you with a comprehensive guide on how to craft a compelling, informative, and rigorous Methods section for your research paper.

Understanding the purpose of the methods section

Adding validity and credibility to the research.

The Methods section plays a pivotal role in adding validity and credibility to your research. By detailing the procedures you used, it allows readers to evaluate the soundness of your methodology. A well-written Methods section makes your research transparent, enabling others to understand exactly what you did and how you did it. This transparency not only adds to the credibility of your work but also allows for an accurate evaluation of the results. The Methods section is where you demonstrate that your research has been conducted in a rigorous, systematic, and ethical manner.

Enabling replication of the study

Perhaps one of the most crucial roles of the Methods section is to allow other researchers to replicate your study. Replication is a key aspect of scientific research - it's how we ensure that findings are not mere flukes or products of bias. By providing a clear and detailed description of your methodology, others can repeat your study under the same conditions to see if they achieve similar results. This not only reinforces the robustness of your own research but also contributes to the collective knowledge in your field. Consequently, the Methods section must be thorough and precise, ensuring that every step of your process can be duplicated accurately.

Deciding what to include in your methods section

Elements to include in the methods section.

The Methods section should provide a clear and comprehensive account of how you conducted your study. The content can vary depending on your field of study and the nature of your research, but typically, you should include the following elements:

  • Participants: Describe who took part in your study. This might include details about their demographics (age, gender, etc.), how they were selected, and how they were assigned to groups in the case of experimental research.
  • Materials and Equipment: Detail the materials or equipment you used during your study. This can range from lab equipment in a scientific study, surveys or tests in a social science study, to software and data sources in a computational study.
  • Procedure: Give a step-by-step account of what you did during your study. This should be detailed enough to enable another researcher to replicate your study exactly.
  • Data Analysis Methods: Explain how you analyzed your data. This might include statistical analysis methods, coding procedures for qualitative data , or computational algorithms.

Balancing detail and brevity

While it's important to provide enough detail in your Methods section to allow for replication, it's also crucial to avoid including unnecessary or irrelevant information. Striking a balance between detail and brevity is key. You should aim to provide a complete account of your methodology without getting lost in minute details that don't significantly impact the understanding or replication of your research.

Ask yourself, "Would including this detail enhance the understanding of my study or the ability to replicate it?" If the answer is no, you can likely leave that detail out. Remember, the goal is to provide a thorough, yet concise and readable account of your research methods .

Writing the participants section

Describing the participants.

In describing your participants, or subjects, it's essential to provide clear demographic information. This includes, but is not limited to, aspects like age, sex, ethnicity, occupation, education level, or any other characteristic relevant to your study. These details help provide context and allow readers to understand who your research is applicable to. For instance, a study involving only teenagers will have different implications than one involving adults.

Discussing selection and assignment to groups

The process of participant selection and assignment to groups is fundamental to many research studies, especially those involving experimental design. You should describe how you recruited your participants (e.g., through random sampling, convenience sampling, etc. ), and how they were assigned to different conditions or treatment groups if applicable. This might include a description of any randomization or matching procedures used. Clarity in this section bolsters the transparency and replicability of your study.

Ethical considerations in participant selection and treatment

It's also vital to discuss any ethical considerations related to your participants. This includes obtaining informed consent, ensuring participant privacy and confidentiality, and minimizing potential harm. If your study was reviewed and approved by an Institutional Review Board (IRB) or Ethics Committee, mention this in your Methods section. It's also appropriate to detail any steps you took to minimize potential bias or discrimination in participant selection. This not only demonstrates your commitment to ethical research practices but also contributes to the credibility of your study.

Writing the materials and equipment section

Detailing materials and equipment used in the study.

When detailing the materials and equipment used in your study, it's important to be as specific and precise as possible. This might include the make and model of equipment, the type and source of materials, and even the versions of software packages used. These specifics enable replication and also allow other researchers to understand the tools that contributed to your findings. This part of the Methods section might vary significantly depending on your field of research. For example, a biology study might detail the type of microscopes used, whereas a psychology study could discuss specific psychometric tests.

Providing information about unique or unusually used tools

If you used special or unique tools, or if you used standard tools in an unusual way, this should be clearly specified in the Materials and Equipment section. Describe these tools or methods in detail, and explain why they were necessary for your study. If a tool is rare or specialized, consider providing a citation or source where readers can learn more about it. If a standard tool was used in a novel or unconventional way, explain what you did and why. This not only adds interest to your paper, but also contributes to the complete understanding and potential replication of your research. Remember, transparency is key in this section, as it helps enhance the credibility of your study and its findings.

Writing the procedure section

Importance of including each step taken during the study.

The Procedure section serves as a step-by-step guide to your study, detailing each phase from start to finish. The significance of this section cannot be overstated, as it offers a comprehensive look at the "how" of your research. Each step you took, every decision you made, and all procedures you followed should be recorded in this section. This level of detail not only supports your study's validity but also enables others to replicate your study accurately, fostering scientific transparency.

Tips for writing clearly and concisely, yet with enough detail for replication

When detailing your procedures, clarity and conciseness are key. Strive to describe your methods in a way that's straightforward and easy to follow. Avoid jargon where possible, and when it's unavoidable, make sure to provide clear definitions.

Remember, while conciseness is important, so too is the inclusion of sufficient detail to allow for replication. One approach to ensuring the right level of detail is to write as though you are explaining your study to another researcher in your field. They should be able to read your Procedure section and know exactly how to carry out your study.

Considerations for describing experimental and control conditions

If your study involved experimental and control conditions, these should be described with particular care. Detail the experimental procedures, clearly stating what distinguishes the experimental group from the control group. This includes any stimuli or treatments that were administered, as well as how, when, and where they were delivered. In addition, it's essential to articulate any measures that were taken to minimize the effects of confounding variables. This precise detailing underscores the reliability of your research and enhances the likelihood of accurate replication.

Writing the data analysis section

Describing the statistical or other methods used to analyze the data.

In the Data Analysis section, your aim should be to clearly describe the statistical or other methods you used to analyze your data. Include specifics about the tests used, the software employed, and the reasoning behind choosing these particular methods. For statistical tests, mention the test name, the variables it was used for, and any specific variations of the test that were applied. If you conducted qualitative analysis, explain the coding process, thematic analysis, or other methods used. Providing this level of detail allows other researchers to assess the appropriateness and rigor of your data analysis.

Importance of including all steps of the analysis, not just the final results

Remember that the Data Analysis section is not just about presenting the final results, but also about revealing the process you used to get there. Including each step of your analysis provides a complete picture of your research journey and ensures that your methodology can be accurately replicated and evaluated by others. Whether it involves data cleaning, variable coding, preliminary analyses, or specific sequences of statistical tests, all these details contribute to the overall transparency of your research.

Explaining any adjustments for potential biases or confounds

Lastly, be sure to explain any adjustments or corrections you made to account for potential biases or confounding variables in your data. This may include controlling for certain variables, dealing with missing data, or using specific statistical techniques to address these issues. Clearly articulating these adjustments enhances the reliability and validity of your findings, and also provides a more comprehensive understanding of your research approach. This is also where you can discuss the limitations of your study and how you accounted for them in your analysis.

Common mistakes and how to avoid them

Typical errors in the methods section.

One common mistake in writing the Methods section is providing too little detail. A lack of specificity can make it difficult for others to replicate your study or fully understand your process. On the other hand, including too much detail, particularly irrelevant information, can dilute the focus of your Methods section and confuse your readers.

Another common error is forgetting to include important steps, such as the processes for data cleaning, preprocessing, or certain aspects of participant recruitment and management. Also, failing to adequately discuss ethical considerations, when relevant, can negatively impact the perceived credibility of your research.

Tips and strategies for avoiding these mistakes

In order to effectively avoid common errors when writing the Methods section of your research paper, consider implementing the following strategies:

  • Create a Detailed Outline: Begin by outlining your Methods section in detail. This will help you ensure that all important elements of your research process are captured and not forgotten in the final write-up.
  • Strive for Balance: Aim for a balance between brevity and comprehensiveness. Remember, your primary objective is to provide enough information so that someone else can replicate your study.
  • Review for Relevance: After drafting your section, review it to ensure that all included information is relevant and necessary. If certain details do not directly contribute to understanding your method or facilitating replication, consider removing them.
  • Include Ethical Considerations: Ethics are a crucial aspect of any research. Therefore, remember to discuss any ethical considerations and approvals related to your study.
  • Get Feedback: Have colleagues or mentors review your Methods section. They can offer valuable feedback and catch any errors or omissions you may have overlooked. It's always beneficial to have another pair of eyes on your work.

Sample methods sections and analysis

Consider the following examples of well-written methods sections from different fields of study. These fictional examples illustrate the important elements discussed above:

Psychology study example

In this study, 100 undergraduate students (50 males and 50 females, aged 18-25) were randomly selected from XYZ University. The selection criteria included full-time enrollment status and willingness to participate in the study. All participants provided informed consent prior to participation, and the study received ethical approval from the University's Institutional Review Board.

The instruments used included a demographic questionnaire, the Big Five Personality Test, and an academic performance survey. The demographic questionnaire gathered data on participants' age, gender, major, and year in college. The Big Five Personality Test, a validated and reliable instrument, was used to assess participants' personality traits. Academic performance was gauged through self-reported grade point averages (GPAs).

The experiment was conducted in a quiet and well-lit room. Participants first completed the demographic questionnaire, followed by the personality test. Afterward, they reported their GPAs on the academic performance survey. All responses were recorded anonymously to protect participant confidentiality.

The data were analyzed using SPSS software, version 24. Pearson's correlation coefficient was used to assess the relationship between personality traits and academic performance.

Psychology study example analysis

The above example illustrates several good practices in writing a methods section.

  • Clear description of participants: The researcher clearly stated the number, gender distribution, and age range of the participants, and also mentioned the selection criteria.
  • Detailed information about materials: The researcher named the tests and surveys used and briefly described what they measure.
  • Transparent procedure: The researcher provided a step-by-step guide to how the experiment was conducted, ensuring that it could be replicated by others.
  • Explanation of data analysis: The researcher stated which software was used and what statistical tests were performed.

Environmental science study example

For this study, soil samples were collected from 10 different locations within the ABC National Park. The locations were chosen to represent a variety of habitats within the park, including grassland, wetland, and forest areas. The study was conducted in the spring season to ensure consistency in environmental conditions.

At each location, five soil samples were taken using a standard soil corer. The samples were taken from the top 10 cm of the soil, as this is where the majority of biological activity typically occurs. Each sample was immediately sealed in a sterile container to prevent contamination.

Back in the lab, the soil samples were analyzed for nutrient content and microbial diversity. Nutrient content, including levels of nitrogen, phosphorus, and potassium, was measured using a soil nutrient testing kit from XYZ Company. Microbial diversity was assessed through DNA extraction and sequencing, using the DEF DNA extraction kit and the GHI sequencing platform.

The collected data were then analyzed using the JKL statistical software package. A one-way ANOVA was used to compare nutrient levels between the different habitats, while microbial diversity was evaluated using a diversity index.

In all cases, appropriate precautions were taken to minimize potential contamination and to ensure the accuracy of our measurements. This study was approved by the ABC National Park's Research Review Board.

Environmental science study example analysis

This example effectively demonstrates the correct structure and content for a methods section in environmental science.

  • Clear explanation of sample collection: The researcher has detailed where, when, and how the soil samples were collected.
  • Transparent process of sample analysis: The specific procedures and equipment used for analyzing the samples are clearly outlined, providing potential for replication.
  • Methodical data analysis: The use of specific software and statistical tests is mentioned, providing clarity on how results were derived.

Linguistics study example

For this study, the use of passive voice in academic writing across disciplines was investigated. A corpus of 500 peer-reviewed journal articles was created, comprising 100 articles from each of the following disciplines: Social Sciences, Humanities, Natural Sciences, Applied Sciences, and Formal Sciences. Articles were selected randomly from journals indexed in the ABC Database from the year 2022.

The data collection tool was a script written in Python, utilizing the Natural Language Toolkit (NLTK) for text processing and analysis. The script identified and counted instances of passive voice in each article.

The articles were processed one by one, first being converted into plain text files to allow for easy processing. The Python script then ran on each text file, analyzing and storing the data on passive voice usage. This process was automated to minimize errors and ensure consistency.

For data analysis, the counts of passive voice instances were normalized by the total word count of each article to account for variations in article length. The differences in passive voice usage across disciplines were then statistically analyzed using a Chi-square test in the R software environment.

All procedures in this study were designed with consideration to copyright and fair use policies. The Python script used for this study is openly available for other researchers to use and modify.

Linguistics study example analysis

This example demonstrates effective writing of a methods section in a Linguistics study.

  • Detailed description of the corpus: The researcher clearly defined the source and composition of the corpus, including the number of texts and their disciplinary distribution.
  • Explanation of data collection tool and process: The researcher explained the software and process used for text analysis, providing enough detail for replication.
  • Transparent data analysis: The researcher mentioned how they accounted for variations in article length and which statistical test was used for analysis.

Remember, although methods sections will differ across disciplines, they all should provide a clear, concise, and replicable roadmap of the research process.

The methods section of a research paper is a critical component that adds credibility to your research and allows others to replicate and verify your study. It involves providing detailed descriptions of the participants, materials and equipment used, the procedures followed, and the methods of data analysis.

While the exact content may vary depending on your research design and field of study, a well-crafted methods section will always focus on clarity, comprehensiveness, and transparency. The examples provided in this post illustrate good practices in diverse fields and can serve as a guide for you to construct your own.

Avoid common errors by creating a detailed outline, striving for balance in information, reviewing for relevance, including ethical considerations, and getting feedback from colleagues or mentors.

With these steps, you'll be well on your way to writing a high-quality methods section that bolsters your research paper's integrity and contributes meaningfully to your field.

Header image by Cytonn Photography .

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How to Write a Methods Section for a Psychology Paper

Tips and Examples of an APA Methods Section

Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

method of the research paper

Emily is a board-certified science editor who has worked with top digital publishing brands like Voices for Biodiversity, Study.com, GoodTherapy, Vox, and Verywell.

method of the research paper

Verywell / Brianna Gilmartin 

The methods section of an APA format psychology paper provides the methods and procedures used in a research study or experiment . This part of an APA paper is critical because it allows other researchers to see exactly how you conducted your research.

Method refers to the procedure that was used in a research study. It included a precise description of how the experiments were performed and why particular procedures were selected. While the APA technically refers to this section as the 'method section,' it is also often known as a 'methods section.'

The methods section ensures the experiment's reproducibility and the assessment of alternative methods that might produce different results. It also allows researchers to replicate the experiment and judge the study's validity.

This article discusses how to write a methods section for a psychology paper, including important elements to include and tips that can help.

What to Include in a Method Section

So what exactly do you need to include when writing your method section? You should provide detailed information on the following:

  • Research design
  • Participants
  • Participant behavior

The method section should provide enough information to allow other researchers to replicate your experiment or study.

Components of a Method Section

The method section should utilize subheadings to divide up different subsections. These subsections typically include participants, materials, design, and procedure.

Participants 

In this part of the method section, you should describe the participants in your experiment, including who they were (and any unique features that set them apart from the general population), how many there were, and how they were selected. If you utilized random selection to choose your participants, it should be noted here.

For example: "We randomly selected 100 children from elementary schools near the University of Arizona."

At the very minimum, this part of your method section must convey:

  • Basic demographic characteristics of your participants (such as sex, age, ethnicity, or religion)
  • The population from which your participants were drawn
  • Any restrictions on your pool of participants
  • How many participants were assigned to each condition and how they were assigned to each group (i.e., randomly assignment , another selection method, etc.)
  • Why participants took part in your research (i.e., the study was advertised at a college or hospital, they received some type of incentive, etc.)

Information about participants helps other researchers understand how your study was performed, how generalizable the result might be, and allows other researchers to replicate the experiment with other populations to see if they might obtain the same results.

In this part of the method section, you should describe the materials, measures, equipment, or stimuli used in the experiment. This may include:

  • Testing instruments
  • Technical equipment
  • Any psychological assessments that were used
  • Any special equipment that was used

For example: "Two stories from Sullivan et al.'s (1994) second-order false belief attribution tasks were used to assess children's understanding of second-order beliefs."

For standard equipment such as computers, televisions, and videos, you can simply name the device and not provide further explanation.

Specialized equipment should be given greater detail, especially if it is complex or created for a niche purpose. In some instances, such as if you created a special material or apparatus for your study, you might need to include an illustration of the item in the appendix of your paper.

In this part of your method section, describe the type of design used in the experiment. Specify the variables as well as the levels of these variables. Identify:

  • The independent variables
  • Dependent variables
  • Control variables
  • Any extraneous variables that might influence your results.

Also, explain whether your experiment uses a  within-groups  or between-groups design.

For example: "The experiment used a 3x2 between-subjects design. The independent variables were age and understanding of second-order beliefs."

The next part of your method section should detail the procedures used in your experiment. Your procedures should explain:

  • What the participants did
  • How data was collected
  • The order in which steps occurred

For example: "An examiner interviewed children individually at their school in one session that lasted 20 minutes on average. The examiner explained to each child that he or she would be told two short stories and that some questions would be asked after each story. All sessions were videotaped so the data could later be coded."

Keep this subsection concise yet detailed. Explain what you did and how you did it, but do not overwhelm your readers with too much information.

Tips for How to Write a Methods Section

In addition to following the basic structure of an APA method section, there are also certain things you should remember when writing this section of your paper. Consider the following tips when writing this section:

  • Use the past tense : Always write the method section in the past tense.
  • Be descriptive : Provide enough detail that another researcher could replicate your experiment, but focus on brevity. Avoid unnecessary detail that is not relevant to the outcome of the experiment.
  • Use an academic tone : Use formal language and avoid slang or colloquial expressions. Word choice is also important. Refer to the people in your experiment or study as "participants" rather than "subjects."
  • Use APA format : Keep a style guide on hand as you write your method section. The Publication Manual of the American Psychological Association is the official source for APA style.
  • Make connections : Read through each section of your paper for agreement with other sections. If you mention procedures in the method section, these elements should be discussed in the results and discussion sections.
  • Proofread : Check your paper for grammar, spelling, and punctuation errors.. typos, grammar problems, and spelling errors. Although a spell checker is a handy tool, there are some errors only you can catch.

After writing a draft of your method section, be sure to get a second opinion. You can often become too close to your work to see errors or lack of clarity. Take a rough draft of your method section to your university's writing lab for additional assistance.

A Word From Verywell

The method section is one of the most important components of your APA format paper. The goal of your paper should be to clearly detail what you did in your experiment. Provide enough detail that another researcher could replicate your study if they wanted.

Finally, if you are writing your paper for a class or for a specific publication, be sure to keep in mind any specific instructions provided by your instructor or by the journal editor. Your instructor may have certain requirements that you need to follow while writing your method section.

Frequently Asked Questions

While the subsections can vary, the three components that should be included are sections on the participants, the materials, and the procedures.

  • Describe who the participants were in the study and how they were selected.
  • Define and describe the materials that were used including any equipment, tests, or assessments
  • Describe how the data was collected

To write your methods section in APA format, describe your participants, materials, study design, and procedures. Keep this section succinct, and always write in the past tense. The main heading of this section should be labeled "Method" and it should be centered, bolded, and capitalized. Each subheading within this section should be bolded, left-aligned and in title case.

The purpose of the methods section is to describe what you did in your experiment. It should be brief, but include enough detail that someone could replicate your experiment based on this information. Your methods section should detail what you did to answer your research question. Describe how the study was conducted, the study design that was used and why it was chosen, and how you collected the data and analyzed the results.

Erdemir F. How to write a materials and methods section of a scientific article ? Turk J Urol . 2013;39(Suppl 1):10-5. doi:10.5152/tud.2013.047

Kallet RH. How to write the methods section of a research paper . Respir Care . 2004;49(10):1229-32. PMID: 15447808.

American Psychological Association.  Publication Manual of the American Psychological Association  (7th ed.). Washington DC: The American Psychological Association; 2019.

American Psychological Association. APA Style Journal Article Reporting Standards . Published 2020.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

How to write the methods section of a research paper

Affiliation.

  • 1 Respiratory Care Services, San Francisco General Hospital, NH:GA-2, 1001 Potrero Avenue, San Francisco, CA 94110, USA. [email protected]
  • PMID: 15447808

The methods section of a research paper provides the information by which a study's validity is judged. Therefore, it requires a clear and precise description of how an experiment was done, and the rationale for why specific experimental procedures were chosen. The methods section should describe what was done to answer the research question, describe how it was done, justify the experimental design, and explain how the results were analyzed. Scientific writing is direct and orderly. Therefore, the methods section structure should: describe the materials used in the study, explain how the materials were prepared for the study, describe the research protocol, explain how measurements were made and what calculations were performed, and state which statistical tests were done to analyze the data. Once all elements of the methods section are written, subsequent drafts should focus on how to present those elements as clearly and logically as possibly. The description of preparations, measurements, and the protocol should be organized chronologically. For clarity, when a large amount of detail must be presented, information should be presented in sub-sections according to topic. Material in each section should be organized by topic from most to least important.

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Organizing Academic Research Papers: 6. The Methodology

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The methods section of a research paper provides the information by which a study’s validity is judged. The method section answers two main questions: 1) How was the data collected or generated? 2) How was it analyzed? The writing should be direct and precise and written in the past tense.

Importance of a Good Methodology Section

You must explain how you obtained and analyzed your results for the following reasons:

  • Readers need to know how the data was obtained because the method you choose affects the results and, by extension, how you likely interpreted those results.
  • Methodology is crucial for any branch of scholarship because an unreliable method produces unreliable results and it misappropriates interpretations of findings .
  • In most cases, there are a variety of different methods you can choose to investigate a research problem. Your methodology section of your paper should make clear the reasons why you chose a particular method or procedure .
  • The reader wants to know that the data was collected or generated in a way that is consistent with accepted practice in the field of study. For example, if you are using a questionnaire, readers need to know that it offered your respondents a reasonable range of answers to choose from.
  • The research method must be appropriate to the objectives of the study . For example, be sure you have a large enough sample size to be able to generalize and make recommendations based upon the findings.
  • The methodology should discuss the problems that were anticipated and the steps you took to prevent them from occurring . For any problems that did arise, you must describe the ways in which their impact was minimized or why these problems do not affect the findings in any way that impacts your interpretation of the data.
  • Often in social science research, it is useful for other researchers to adapt or replicate your methodology. Therefore, it is important to always provide sufficient information to allow others to use or replicate the study . This information is particularly important when a new method had been developed or an innovative use of an existing method has been utilized.

Bem, Daryl J. Writing the Empirical Journal Article . Psychology Writing Center. University of Washington; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008.

Structure and Writing Style

I. Groups of Research Methods

There are two main groups of research methods in the social sciences:

  • The empirical-analytical group approaches the study of social sciences in a similar manner that researchers study the natural sciences. This type of research focuses on objective knowledge, research questions that can be answered yes or no, and operational definitions of variables to be measured. The empirical-analytical group employs deductive reasoning that uses existing theory as a foundation for hypotheses that need to be tested. This approach is focused on explanation .
  • The interpretative group is focused on understanding phenomenon in a comprehensive, holistic way . This research method allows you to recognize your connection to the subject under study. Because the interpretative group focuses more on subjective knowledge, it requires careful interpretation of variables.

II. Content

An effectively written methodology section should:

  • Introduce the overall methodological approach for investigating your research problem . Is your study qualitative or quantitative or a combination of both (mixed method)? Are you going to take a special approach, such as action research, or a more neutral stance?
  • Indicate how the approach fits the overall research design . Your methods should have a clear connection with your research problem. In other words, make sure that your methods will actually address the problem. One of the most common deficiencies found in research papers is that the proposed methodology is unsuited to achieving the stated objective of your paper.
  • Describe the specific methods of data collection you are going to use , such as, surveys, interviews, questionnaires, observation, archival research. If you are analyzing existing data, such as a data set or archival documents, describe how it was originally created or gathered and by whom.
  • Explain how you intend to analyze your results . Will you use statistical analysis? Will you use specific theoretical perspectives to help you analyze a text or explain observed behaviors?
  • Provide background and rationale for methodologies that are unfamiliar for your readers . Very often in the social sciences, research problems and the methods for investigating them require more explanation/rationale than widely accepted rules governing the natural and physical sciences. Be clear and concise in your explanation.
  • Provide a rationale for subject selection and sampling procedure . For instance, if you propose to conduct interviews, how do you intend to select the sample population? If you are analyzing texts, which texts have you chosen, and why? If you are using statistics, why is this set of statisics being used? If other data sources exist, explain why the data you chose is most appropriate.
  • Address potential limitations . Are there any practical limitations that could affect your data collection? How will you attempt to control for potential confounding variables and errors? If your methodology may lead to problems you can anticipate, state this openly and show why pursuing this methodology outweighs the risk of these problems cropping up.

NOTE :  Once you have written all of the elements of the methods section, subsequent revisions should focus on how to present those elements as clearly and as logically as possibly. The description of how you prepared to study the research problem, how you gathered the data, and the protocol for analyzing the data should be organized chronologically. For clarity, when a large amount of detail must be presented, information should be presented in sub-sections according to topic.

III.  Problems to Avoid

Irrelevant Detail The methodology section of your paper should be thorough but to the point. Don’t provide any background information that doesn’t directly help the reader to understand why a particular method was chosen, how the data was gathered or obtained, and how it was analyzed. Unnecessary Explanation of Basic Procedures Remember that you are not writing a how-to guide about a particular method. You should make the assumption that readers possess a basic understanding of how to investigate the research problem on their own and, therefore, you do not have to go into great detail about specific methodological procedures. The focus should be on how you applied a method , not on the mechanics of doing a method. NOTE: An exception to this rule is if you select an unconventional approach to doing the method; if this is the case, be sure to explain why this approach was chosen and how it enhances the overall research process. Problem Blindness It is almost a given that you will encounter problems when collecting or generating your data. Do not ignore these problems or pretend they did not occur. Often, documenting how you overcame obstacles can form an interesting part of the methodology. It demonstrates to the reader that you can provide a cogent rationale for the decisions you made to minimize the impact of any problems that arose. Literature Review Just as the literature review section of your paper provides an overview of sources you have examined while researching a particular topic, the methodology section should cite any sources that informed your choice and application of a particular method [i.e., the choice of a survey should include any citations to the works you used to help construct the survey].

It’s More than Sources of Information! A description of a research study's method should not be confused with a description of the sources of information. Such a list of sources is useful in itself, especially if it is accompanied by an explanation about the selection and use of the sources. The description of the project's methodology complements a list of sources in that it sets forth the organization and interpretation of information emanating from those sources.

Azevedo, L.F. et al. How to Write a Scientific Paper: Writing the Methods Section. Revista Portuguesa de Pneumologia 17 (2011): 232-238; Butin, Dan W. The Education Dissertation A Guide for Practitioner Scholars . Thousand Oaks, CA: Corwin, 2010; Carter, Susan. Structuring Your Research Thesis . New York: Palgrave Macmillan, 2012; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008. Methods Section . The Writer’s Handbook. Writing Center. University of Wisconsin, Madison; Writing the Experimental Report: Methods, Results, and Discussion . The Writing Lab and The OWL. Purdue University; Methods and Materials . The Structure, Format, Content, and Style of a Journal-Style Scientific Paper. Department of Biology. Bates College.

Writing Tip

Statistical Designs and Tests? Do Not Fear Them!

Don't avoid using a quantitative approach to analyzing your research problem just because you fear the idea of applying statistical designs and tests. A qualitative approach, such as conducting interviews or content analysis of archival texts, can yield exciting new insights about a research problem, but it should not be undertaken simply because you have a disdain for running a simple regression. A well designed quantitative research study can often be accomplished in very clear and direct ways, whereas, a similar study of a qualitative nature usually requires considerable time to analyze large volumes of data and a tremendous burden to create new paths for analysis where previously no path associated with your research problem had existed.

Another Writing Tip

Knowing the Relationship Between Theories and Methods

There can be multiple meaning associated with the term "theories" and the term "methods" in social sciences research. A helpful way to delineate between them is to understand "theories" as representing different ways of characterizing the social world when you research it and "methods" as representing different ways of generating and analyzing data about that social world. Framed in this way, all empirical social sciences research involves theories and methods, whether they are stated explicitly or not. However, while theories and methods are often related, it is important that, as a researcher, you deliberately separate them in order to avoid your theories playing a disproportionate role in shaping what outcomes your chosen methods produce.

Introspectively engage in an ongoing dialectic between theories and methods to help enable you to use the outcomes from your methods to interrogate and develop new theories, or ways of framing conceptually the research problem. This is how scholarship grows and branches out into new intellectual territory.

Reynolds, R. Larry. Ways of Knowing. Alternative Microeconomics. Part 1, Chapter 3. Boise State University; The Theory-Method Relationship . S-Cool Revision. United Kingdom.

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Advanced Research Methods

Writing the research paper.

  • What Is Research?
  • Library Research
  • Writing a Research Proposal

Before Writing the Paper

Methods, thesis, and hypothesis, clarity, precision, and academic expression, format your paper, typical problems, a few suggestions, avoid plagiarism.

  • Presenting the Research Paper
  • Try to find a subject that really interests you.
  • While you explore the topic, narrow or broaden your target and focus on something that gives the most promising results.
  • Don't choose a huge subject if you have to write a 3 page long paper, and broaden your topic sufficiently if you have to submit at least 25 pages.
  • Consult your class instructor (and your classmates) about the topic.
  • Find primary and secondary sources in the library.
  • Read and critically analyse them.
  • Take notes.
  • Compile surveys, collect data, gather materials for quantitative analysis (if these are good methods to investigate the topic more deeply).
  • Come up with new ideas about the topic. Try to formulate your ideas in a few sentences.
  • Review your notes and other materials and enrich the outline.
  • Try to estimate how long the individual parts will be.
  • Do others understand what you want to say?
  • Do they accept it as new knowledge or relevant and important for a paper?
  • Do they agree that your thoughts will result in a successful paper?
  • Qualitative: gives answers on questions (how, why, when, who, what, etc.) by investigating an issue
  • Quantitative:requires data and the analysis of data as well
  • the essence, the point of the research paper in one or two sentences.
  • a statement that can be proved or disproved.
  • Be specific.
  • Avoid ambiguity.
  • Use predominantly the active voice, not the passive.
  • Deal with one issue in one paragraph.
  • Be accurate.
  • Double-check your data, references, citations and statements.

Academic Expression

  • Don't use familiar style or colloquial/slang expressions.
  • Write in full sentences.
  • Check the meaning of the words if you don't know exactly what they mean.
  • Avoid metaphors.
  • Almost the rough content of every paragraph.
  • The order of the various topics in your paper.
  • On the basis of the outline, start writing a part by planning the content, and then write it down.
  • Put a visible mark (which you will later delete) where you need to quote a source, and write in the citation when you finish writing that part or a bigger part.
  • Does the text make sense?
  • Could you explain what you wanted?
  • Did you write good sentences?
  • Is there something missing?
  • Check the spelling.
  • Complete the citations, bring them in standard format.

Use the guidelines that your instructor requires (MLA, Chicago, APA, Turabian, etc.).

  • Adjust margins, spacing, paragraph indentation, place of page numbers, etc.
  • Standardize the bibliography or footnotes according to the guidelines.

method of the research paper

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(Based on English Composition 2 from Illinois Valley Community College):

  • Weak organization
  • Poor support and development of ideas
  • Weak use of secondary sources
  • Excessive errors
  • Stylistic weakness

When collecting materials, selecting research topic, and writing the paper:

  • Be systematic and organized (e.g. keep your bibliography neat and organized; write your notes in a neat way, so that you can find them later on.
  • Use your critical thinking ability when you read.
  • Write down your thoughts (so that you can reconstruct them later).
  • Stop when you have a really good idea and think about whether you could enlarge it to a whole research paper. If yes, take much longer notes.
  • When you write down a quotation or summarize somebody else's thoughts in your notes or in the paper, cite the source (i.e. write down the author, title, publication place, year, page number).
  • If you quote or summarize a thought from the internet, cite the internet source.
  • Write an outline that is detailed enough to remind you about the content.
  • Read your paper for yourself or, preferably, somebody else. 
  • When you finish writing, check the spelling;
  • Use the citation form (MLA, Chicago, or other) that your instructor requires and use it everywhere.

Plagiarism : somebody else's words or ideas presented without citation by an author

  • Cite your source every time when you quote a part of somebody's work.
  • Cite your source  every time when you summarize a thought from somebody's work.
  • Cite your source  every time when you use a source (quote or summarize) from the Internet.

Consult the Citing Sources research guide for further details.

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How to Write a Methods Section for a Research Paper

method of the research paper

A common piece of advice for authors preparing their first journal article for publication is to start with the methods section: just list everything that was done and go from there. While that might seem like a very practical approach to a first draft, if you do this without a clear outline and a story in mind, you can easily end up with journal manuscript sections that are not logically related to each other. 

Since the methods section constitutes the core of your paper, no matter when you write it, you need to use it to guide the reader carefully through your story from beginning to end without leaving questions unanswered. Missing or confusing details in this section will likely lead to early rejection of your manuscript or unnecessary back-and-forth with the reviewers until eventual publication. Here, you will find some useful tips on how to make your methods section the logical foundation of your research paper.

Not just a list of experiments and methods

While your introduction section provides the reader with the necessary background to understand your rationale and research question (and, depending on journal format and your personal preference, might already summarize the results), the methods section explains what exactly you did and how you did it. The point of this section is not to list all the boring details just for the sake of completeness. The purpose of the methods sections is to enable the reader to replicate exactly what you did, verify or corroborate your results, or maybe find that there are factors you did not consider or that are more relevant than expected. 

To make this section as easy to read as possible, you must clearly connect it to the information you provide in the introduction section before and the results section after, it needs to have a clear structure (chronologically or according to topics), and you need to present your results according to the same structure or topics later in the manuscript. There are also official guidelines and journal instructions to follow and ethical issues to avoid to ensure that your manuscript can quickly reach the publication stage.

Table of Contents:

  • General Methods Structure: What is Your Story? 
  • What Methods Should You Report (and Leave Out)? 
  • Details Frequently Missing from the Methods Section

More Journal Guidelines to Consider 

  • Accurate and Appropriate Language in the Methods

General Methods Section Structure: What Is Your Story? 

You might have conducted a number of experiments, maybe also a pilot before the main study to determine some specific factors or a follow-up experiment to clarify unclear details later in the process. Throwing all of these into your methods section, however, might not help the reader understand how everything is connected and how useful and appropriate your methodological approach is to investigate your specific research question. You therefore need to first come up with a clear outline and decide what to report and how to present that to the reader.

The first (and very important) decision to make is whether you present your experiments chronologically (e.g., Experiment 1, Experiment 2, Experiment 3… ), and guide the reader through every step of the process, or if you organize everything according to subtopics (e.g., Behavioral measures, Structural imaging markers, Functional imaging markers… ). In both cases, you need to use clear subheaders for the different subsections of your methods, and, very importantly, follow the same structure or focus on the same topics/measures in the results section so that the reader can easily follow along (see the two examples below).

If you are in doubt which way of organizing your experiments is better for your study, just ask yourself the following questions:

  • Does the reader need to know the timeline of your study? 
  • Is it relevant that one experiment was conducted first, because the outcome of this experiment determined the stimuli or factors that went into the next?
  • Did the results of your first experiment leave important questions open that you addressed in an additional experiment (that was maybe not planned initially)?
  • Is the answer to all of these questions “no”? Then organizing your methods section according to topics of interest might be the more logical choice.

If you think your timeline, protocol, or setup might be confusing or difficult for the reader to grasp, consider adding a graphic, flow diagram, decision tree, or table as a visual aid.

What Methods Should You Report (and Leave Out)?

The answer to this question is quite simple–you need to report everything that another researcher needs to know to be able to replicate your study. Just imagine yourself reading your methods section in the future and trying to set up the same experiments again without prior knowledge. You would probably need to ask questions such as:

  • Where did you conduct your experiments (e.g., in what kind of room, under what lighting or temperature conditions, if those are relevant)? 
  • What devices did you use? Are there specific settings to report?
  • What specific software (and version of that software) did you use?
  • How did you find and select your participants?
  • How did you assign participants into groups?  
  • Did you exclude participants from the analysis? Why and how?
  • Where did your reagents or antibodies come from? Can you provide a Research Resource Identifier (RRID) ?
  • Did you make your stimuli yourself or did you get them from somewhere?
  • Are the stimuli you used available for other researchers?
  • What kind of questionnaires did you use? Have they been validated?
  • How did you analyze your data? What level of significance did you use?
  • Were there any technical issues and did you have to adjust protocols?

Note that for every experimental detail you provide, you need to tell the reader (briefly) why you used this type of stimulus/this group of participants/these specific amounts of reagents. If there is earlier published research reporting the same methods, cite those studies. If you did pilot experiments to determine those details, describe the procedures and the outcomes of these experiments. If you made assumptions about the suitability of something based on the literature and common practice at your institution, then explain that to the reader.

In a nutshell, established methods need to be cited, and new methods need to be clearly described and briefly justified. However, if the fact that you use a new approach or a method that is not traditionally used for the data or phenomenon you study is one of the main points of your study (and maybe already reflected in the title of your article), then you need to explain your rationale for doing so in the introduction already and discuss it in more detail in the discussion section .

Note that you also need to explain your statistical analyses at the end of your methods section. You present the results of these analyses later, in the results section of your paper, but you need to show the reader in the methods section already that your approach is either well-established or valid, even if it is new or unusual. 

When it comes to the question of what details you should leave out, the answer is equally simple ‒ everything that you would not need to replicate your study in the future. If the educational background of your participants is listed in your institutional database but is not relevant to your study outcome, then don’t include that. Other things you should not include in the methods section:

  • Background information that you already presented in the introduction section.
  • In-depth comparisons of different methods ‒ these belong in the discussion section.
  • Results, unless you summarize outcomes of pilot experiments that helped you determine factors for your main experiment.

Also, make sure your subheadings are as clear as possible, suit the structure you chose for your methods section, and are in line with the target journal guidelines. If you studied a disease intervention in human participants, then your methods section could look similar to this:

materials an methods breakdown

Since the main point of interest here are your patient-centered outcome variables, you would center your results section on these as well and choose your headers accordingly (e.g., Patient characteristics, Baseline evaluation, Outcome variable 1, Outcome variable 2, Drop-out rate ). 

If, instead, you did a series of visual experiments investigating the perception of faces including a pilot experiment to create the stimuli for your actual study, you would need to structure your methods section in a very different way, maybe like this:

materials and methods breakdown

Since here the analysis and outcome of the pilot experiment are already described in the methods section (as the basis for the main experimental setup and procedure), you do not have to mention it again in the results section. Instead, you could choose the two main experiments to structure your results section ( Discrimination and classification, Familiarization and adaptation ), or divide the results into all your test measures and/or potential interactions you described in the methods section (e.g., Discrimination performance, Classification performance, Adaptation aftereffects, Correlation analysis ).

Details Commonly Missing from the Methods Section

Manufacturer information.

For laboratory or technical equipment, you need to provide the model, name of the manufacturer, and company’s location. The usual format for these details is the product name (company name, city, state) for US-based manufacturers and the product name (company name, city/town, country) for companies outside the US.

Sample size and power estimation

Power and sample size estimations are measures for how many patients or participants are needed in a study in order to detect statistical significance and draw meaningful conclusions from the results. Outside of the medical field, studies are sometimes still conducted with a “the more the better” approach in mind, but since many journals now ask for those details, it is better to not skip this important step.

Ethical guidelines and approval

In addition to describing what you did, you also need to assure the editor and reviewers that your methods and protocols followed all relevant ethical standards and guidelines. This includes applying for approval at your local or national ethics committee, providing the name or location of that committee as well as the approval reference number you received, and, if you studied human participants, a statement that participants were informed about all relevant experimental details in advance and signed consent forms before the start of the study. For animal studies, you usually need to provide a statement that all procedures included in your research were in line with the Declaration of Helsinki. Make sure you check the target journal guidelines carefully, as these statements sometimes need to be placed at the end of the main article text rather than in the method section.

Structure & word limitations

While many journals simply follow the usual style guidelines (e.g., APA for the social sciences and psychology, AMA for medical research) and let you choose the headers of your method section according to your preferred structure and focus, some have precise guidelines and strict limitations, for example, on manuscript length and the maximum number of subsections or header levels. Make sure you read the instructions of your target journal carefully and restructure your method section if necessary before submission. If the journal does not give you enough space to include all the details that you deem necessary, then you can usually submit additional details as “supplemental” files and refer to those in the main text where necessary.

Standardized checklists

In addition to ethical guidelines and approval, journals also often ask you to submit one of the official standardized checklists for different study types to ensure all essential details are included in your manuscript. For example, there are checklists for randomized clinical trials, CONSORT (Consolidated Standards of Reporting Trials) , cohort, case-control, cross‐sectional studies, STROBE (STrengthening the Reporting of OBservational studies in Epidemiology ), diagnostic accuracy, STARD (STAndards for the Reporting of Diagnostic accuracy studies) , systematic reviews and meta‐analyses PRISMA (Preferred Reporting Items for Systematic reviews and Meta‐Analyses) , and Case reports, CARE (CAse REport) .

Make sure you check if the manuscript uses a single- or double-blind review procedure , and delete all information that might allow a reviewer to guess where the authors are located from the manuscript text if necessary. This means that your method section cannot list the name and location of your institution, the names of researchers who conducted specific tests, or the name of your institutional ethics committee.  

methods section checklist

Accurate and Appropriate Language in the Methods Section

Like all sections of your research paper, your method section needs to be written in an academic tone . That means it should be formal, vague expressions and colloquial language need to be avoided, and you need to correctly cite all your sources. If you describe human participants in your method section then you should be especially careful about your choice of words. For example, “participants” sounds more respectful than “subjects,” and patient-first language, that is, “patients with cancer,” is considered more appropriate than “cancer patients” by many journals.

Passive voice is often considered the standard for research papers, but it is completely fine to mix passive and active voice, even in the method section, to make your text as clear and concise as possible. Use the simple past tense to describe what you did, and the present tense when you refer to diagrams or tables. Have a look at this article if you need more general input on which verb tenses to use in a research paper . 

Lastly, make sure you label all the standard tests and questionnaires you use correctly (look up the original publication when in doubt) and spell genes and proteins according to the common databases for the species you studied, such as the HUGO Gene Nomenclature Committee database for human studies .  

Visit Wordvice AI’s AI Text Editor to receive a free grammar check and English editing services (including manuscript editing , paper editing , and dissertation editing ) before submitting your manuscript to journal editors.

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A tutorial on methodological studies: the what, when, how and why

Lawrence mbuagbaw.

1 Department of Health Research Methods, Evidence and Impact, McMaster University, Hamilton, ON Canada

2 Biostatistics Unit/FSORC, 50 Charlton Avenue East, St Joseph’s Healthcare—Hamilton, 3rd Floor Martha Wing, Room H321, Hamilton, Ontario L8N 4A6 Canada

3 Centre for the Development of Best Practices in Health, Yaoundé, Cameroon

Daeria O. Lawson

Livia puljak.

4 Center for Evidence-Based Medicine and Health Care, Catholic University of Croatia, Ilica 242, 10000 Zagreb, Croatia

David B. Allison

5 Department of Epidemiology and Biostatistics, School of Public Health – Bloomington, Indiana University, Bloomington, IN 47405 USA

Lehana Thabane

6 Departments of Paediatrics and Anaesthesia, McMaster University, Hamilton, ON Canada

7 Centre for Evaluation of Medicine, St. Joseph’s Healthcare-Hamilton, Hamilton, ON Canada

8 Population Health Research Institute, Hamilton Health Sciences, Hamilton, ON Canada

Associated Data

Data sharing is not applicable to this article as no new data were created or analyzed in this study.

Methodological studies – studies that evaluate the design, analysis or reporting of other research-related reports – play an important role in health research. They help to highlight issues in the conduct of research with the aim of improving health research methodology, and ultimately reducing research waste.

We provide an overview of some of the key aspects of methodological studies such as what they are, and when, how and why they are done. We adopt a “frequently asked questions” format to facilitate reading this paper and provide multiple examples to help guide researchers interested in conducting methodological studies. Some of the topics addressed include: is it necessary to publish a study protocol? How to select relevant research reports and databases for a methodological study? What approaches to data extraction and statistical analysis should be considered when conducting a methodological study? What are potential threats to validity and is there a way to appraise the quality of methodological studies?

Appropriate reflection and application of basic principles of epidemiology and biostatistics are required in the design and analysis of methodological studies. This paper provides an introduction for further discussion about the conduct of methodological studies.

The field of meta-research (or research-on-research) has proliferated in recent years in response to issues with research quality and conduct [ 1 – 3 ]. As the name suggests, this field targets issues with research design, conduct, analysis and reporting. Various types of research reports are often examined as the unit of analysis in these studies (e.g. abstracts, full manuscripts, trial registry entries). Like many other novel fields of research, meta-research has seen a proliferation of use before the development of reporting guidance. For example, this was the case with randomized trials for which risk of bias tools and reporting guidelines were only developed much later – after many trials had been published and noted to have limitations [ 4 , 5 ]; and for systematic reviews as well [ 6 – 8 ]. However, in the absence of formal guidance, studies that report on research differ substantially in how they are named, conducted and reported [ 9 , 10 ]. This creates challenges in identifying, summarizing and comparing them. In this tutorial paper, we will use the term methodological study to refer to any study that reports on the design, conduct, analysis or reporting of primary or secondary research-related reports (such as trial registry entries and conference abstracts).

In the past 10 years, there has been an increase in the use of terms related to methodological studies (based on records retrieved with a keyword search [in the title and abstract] for “methodological review” and “meta-epidemiological study” in PubMed up to December 2019), suggesting that these studies may be appearing more frequently in the literature. See Fig.  1 .

An external file that holds a picture, illustration, etc.
Object name is 12874_2020_1107_Fig1_HTML.jpg

Trends in the number studies that mention “methodological review” or “meta-

epidemiological study” in PubMed.

The methods used in many methodological studies have been borrowed from systematic and scoping reviews. This practice has influenced the direction of the field, with many methodological studies including searches of electronic databases, screening of records, duplicate data extraction and assessments of risk of bias in the included studies. However, the research questions posed in methodological studies do not always require the approaches listed above, and guidance is needed on when and how to apply these methods to a methodological study. Even though methodological studies can be conducted on qualitative or mixed methods research, this paper focuses on and draws examples exclusively from quantitative research.

The objectives of this paper are to provide some insights on how to conduct methodological studies so that there is greater consistency between the research questions posed, and the design, analysis and reporting of findings. We provide multiple examples to illustrate concepts and a proposed framework for categorizing methodological studies in quantitative research.

What is a methodological study?

Any study that describes or analyzes methods (design, conduct, analysis or reporting) in published (or unpublished) literature is a methodological study. Consequently, the scope of methodological studies is quite extensive and includes, but is not limited to, topics as diverse as: research question formulation [ 11 ]; adherence to reporting guidelines [ 12 – 14 ] and consistency in reporting [ 15 ]; approaches to study analysis [ 16 ]; investigating the credibility of analyses [ 17 ]; and studies that synthesize these methodological studies [ 18 ]. While the nomenclature of methodological studies is not uniform, the intents and purposes of these studies remain fairly consistent – to describe or analyze methods in primary or secondary studies. As such, methodological studies may also be classified as a subtype of observational studies.

Parallel to this are experimental studies that compare different methods. Even though they play an important role in informing optimal research methods, experimental methodological studies are beyond the scope of this paper. Examples of such studies include the randomized trials by Buscemi et al., comparing single data extraction to double data extraction [ 19 ], and Carrasco-Labra et al., comparing approaches to presenting findings in Grading of Recommendations, Assessment, Development and Evaluations (GRADE) summary of findings tables [ 20 ]. In these studies, the unit of analysis is the person or groups of individuals applying the methods. We also direct readers to the Studies Within a Trial (SWAT) and Studies Within a Review (SWAR) programme operated through the Hub for Trials Methodology Research, for further reading as a potential useful resource for these types of experimental studies [ 21 ]. Lastly, this paper is not meant to inform the conduct of research using computational simulation and mathematical modeling for which some guidance already exists [ 22 ], or studies on the development of methods using consensus-based approaches.

When should we conduct a methodological study?

Methodological studies occupy a unique niche in health research that allows them to inform methodological advances. Methodological studies should also be conducted as pre-cursors to reporting guideline development, as they provide an opportunity to understand current practices, and help to identify the need for guidance and gaps in methodological or reporting quality. For example, the development of the popular Preferred Reporting Items of Systematic reviews and Meta-Analyses (PRISMA) guidelines were preceded by methodological studies identifying poor reporting practices [ 23 , 24 ]. In these instances, after the reporting guidelines are published, methodological studies can also be used to monitor uptake of the guidelines.

These studies can also be conducted to inform the state of the art for design, analysis and reporting practices across different types of health research fields, with the aim of improving research practices, and preventing or reducing research waste. For example, Samaan et al. conducted a scoping review of adherence to different reporting guidelines in health care literature [ 18 ]. Methodological studies can also be used to determine the factors associated with reporting practices. For example, Abbade et al. investigated journal characteristics associated with the use of the Participants, Intervention, Comparison, Outcome, Timeframe (PICOT) format in framing research questions in trials of venous ulcer disease [ 11 ].

How often are methodological studies conducted?

There is no clear answer to this question. Based on a search of PubMed, the use of related terms (“methodological review” and “meta-epidemiological study”) – and therefore, the number of methodological studies – is on the rise. However, many other terms are used to describe methodological studies. There are also many studies that explore design, conduct, analysis or reporting of research reports, but that do not use any specific terms to describe or label their study design in terms of “methodology”. This diversity in nomenclature makes a census of methodological studies elusive. Appropriate terminology and key words for methodological studies are needed to facilitate improved accessibility for end-users.

Why do we conduct methodological studies?

Methodological studies provide information on the design, conduct, analysis or reporting of primary and secondary research and can be used to appraise quality, quantity, completeness, accuracy and consistency of health research. These issues can be explored in specific fields, journals, databases, geographical regions and time periods. For example, Areia et al. explored the quality of reporting of endoscopic diagnostic studies in gastroenterology [ 25 ]; Knol et al. investigated the reporting of p -values in baseline tables in randomized trial published in high impact journals [ 26 ]; Chen et al. describe adherence to the Consolidated Standards of Reporting Trials (CONSORT) statement in Chinese Journals [ 27 ]; and Hopewell et al. describe the effect of editors’ implementation of CONSORT guidelines on reporting of abstracts over time [ 28 ]. Methodological studies provide useful information to researchers, clinicians, editors, publishers and users of health literature. As a result, these studies have been at the cornerstone of important methodological developments in the past two decades and have informed the development of many health research guidelines including the highly cited CONSORT statement [ 5 ].

Where can we find methodological studies?

Methodological studies can be found in most common biomedical bibliographic databases (e.g. Embase, MEDLINE, PubMed, Web of Science). However, the biggest caveat is that methodological studies are hard to identify in the literature due to the wide variety of names used and the lack of comprehensive databases dedicated to them. A handful can be found in the Cochrane Library as “Cochrane Methodology Reviews”, but these studies only cover methodological issues related to systematic reviews. Previous attempts to catalogue all empirical studies of methods used in reviews were abandoned 10 years ago [ 29 ]. In other databases, a variety of search terms may be applied with different levels of sensitivity and specificity.

Some frequently asked questions about methodological studies

In this section, we have outlined responses to questions that might help inform the conduct of methodological studies.

Q: How should I select research reports for my methodological study?

A: Selection of research reports for a methodological study depends on the research question and eligibility criteria. Once a clear research question is set and the nature of literature one desires to review is known, one can then begin the selection process. Selection may begin with a broad search, especially if the eligibility criteria are not apparent. For example, a methodological study of Cochrane Reviews of HIV would not require a complex search as all eligible studies can easily be retrieved from the Cochrane Library after checking a few boxes [ 30 ]. On the other hand, a methodological study of subgroup analyses in trials of gastrointestinal oncology would require a search to find such trials, and further screening to identify trials that conducted a subgroup analysis [ 31 ].

The strategies used for identifying participants in observational studies can apply here. One may use a systematic search to identify all eligible studies. If the number of eligible studies is unmanageable, a random sample of articles can be expected to provide comparable results if it is sufficiently large [ 32 ]. For example, Wilson et al. used a random sample of trials from the Cochrane Stroke Group’s Trial Register to investigate completeness of reporting [ 33 ]. It is possible that a simple random sample would lead to underrepresentation of units (i.e. research reports) that are smaller in number. This is relevant if the investigators wish to compare multiple groups but have too few units in one group. In this case a stratified sample would help to create equal groups. For example, in a methodological study comparing Cochrane and non-Cochrane reviews, Kahale et al. drew random samples from both groups [ 34 ]. Alternatively, systematic or purposeful sampling strategies can be used and we encourage researchers to justify their selected approaches based on the study objective.

Q: How many databases should I search?

A: The number of databases one should search would depend on the approach to sampling, which can include targeting the entire “population” of interest or a sample of that population. If you are interested in including the entire target population for your research question, or drawing a random or systematic sample from it, then a comprehensive and exhaustive search for relevant articles is required. In this case, we recommend using systematic approaches for searching electronic databases (i.e. at least 2 databases with a replicable and time stamped search strategy). The results of your search will constitute a sampling frame from which eligible studies can be drawn.

Alternatively, if your approach to sampling is purposeful, then we recommend targeting the database(s) or data sources (e.g. journals, registries) that include the information you need. For example, if you are conducting a methodological study of high impact journals in plastic surgery and they are all indexed in PubMed, you likely do not need to search any other databases. You may also have a comprehensive list of all journals of interest and can approach your search using the journal names in your database search (or by accessing the journal archives directly from the journal’s website). Even though one could also search journals’ web pages directly, using a database such as PubMed has multiple advantages, such as the use of filters, so the search can be narrowed down to a certain period, or study types of interest. Furthermore, individual journals’ web sites may have different search functionalities, which do not necessarily yield a consistent output.

Q: Should I publish a protocol for my methodological study?

A: A protocol is a description of intended research methods. Currently, only protocols for clinical trials require registration [ 35 ]. Protocols for systematic reviews are encouraged but no formal recommendation exists. The scientific community welcomes the publication of protocols because they help protect against selective outcome reporting, the use of post hoc methodologies to embellish results, and to help avoid duplication of efforts [ 36 ]. While the latter two risks exist in methodological research, the negative consequences may be substantially less than for clinical outcomes. In a sample of 31 methodological studies, 7 (22.6%) referenced a published protocol [ 9 ]. In the Cochrane Library, there are 15 protocols for methodological reviews (21 July 2020). This suggests that publishing protocols for methodological studies is not uncommon.

Authors can consider publishing their study protocol in a scholarly journal as a manuscript. Advantages of such publication include obtaining peer-review feedback about the planned study, and easy retrieval by searching databases such as PubMed. The disadvantages in trying to publish protocols includes delays associated with manuscript handling and peer review, as well as costs, as few journals publish study protocols, and those journals mostly charge article-processing fees [ 37 ]. Authors who would like to make their protocol publicly available without publishing it in scholarly journals, could deposit their study protocols in publicly available repositories, such as the Open Science Framework ( https://osf.io/ ).

Q: How to appraise the quality of a methodological study?

A: To date, there is no published tool for appraising the risk of bias in a methodological study, but in principle, a methodological study could be considered as a type of observational study. Therefore, during conduct or appraisal, care should be taken to avoid the biases common in observational studies [ 38 ]. These biases include selection bias, comparability of groups, and ascertainment of exposure or outcome. In other words, to generate a representative sample, a comprehensive reproducible search may be necessary to build a sampling frame. Additionally, random sampling may be necessary to ensure that all the included research reports have the same probability of being selected, and the screening and selection processes should be transparent and reproducible. To ensure that the groups compared are similar in all characteristics, matching, random sampling or stratified sampling can be used. Statistical adjustments for between-group differences can also be applied at the analysis stage. Finally, duplicate data extraction can reduce errors in assessment of exposures or outcomes.

Q: Should I justify a sample size?

A: In all instances where one is not using the target population (i.e. the group to which inferences from the research report are directed) [ 39 ], a sample size justification is good practice. The sample size justification may take the form of a description of what is expected to be achieved with the number of articles selected, or a formal sample size estimation that outlines the number of articles required to answer the research question with a certain precision and power. Sample size justifications in methodological studies are reasonable in the following instances:

  • Comparing two groups
  • Determining a proportion, mean or another quantifier
  • Determining factors associated with an outcome using regression-based analyses

For example, El Dib et al. computed a sample size requirement for a methodological study of diagnostic strategies in randomized trials, based on a confidence interval approach [ 40 ].

Q: What should I call my study?

A: Other terms which have been used to describe/label methodological studies include “ methodological review ”, “methodological survey” , “meta-epidemiological study” , “systematic review” , “systematic survey”, “meta-research”, “research-on-research” and many others. We recommend that the study nomenclature be clear, unambiguous, informative and allow for appropriate indexing. Methodological study nomenclature that should be avoided includes “ systematic review” – as this will likely be confused with a systematic review of a clinical question. “ Systematic survey” may also lead to confusion about whether the survey was systematic (i.e. using a preplanned methodology) or a survey using “ systematic” sampling (i.e. a sampling approach using specific intervals to determine who is selected) [ 32 ]. Any of the above meanings of the words “ systematic” may be true for methodological studies and could be potentially misleading. “ Meta-epidemiological study” is ideal for indexing, but not very informative as it describes an entire field. The term “ review ” may point towards an appraisal or “review” of the design, conduct, analysis or reporting (or methodological components) of the targeted research reports, yet it has also been used to describe narrative reviews [ 41 , 42 ]. The term “ survey ” is also in line with the approaches used in many methodological studies [ 9 ], and would be indicative of the sampling procedures of this study design. However, in the absence of guidelines on nomenclature, the term “ methodological study ” is broad enough to capture most of the scenarios of such studies.

Q: Should I account for clustering in my methodological study?

A: Data from methodological studies are often clustered. For example, articles coming from a specific source may have different reporting standards (e.g. the Cochrane Library). Articles within the same journal may be similar due to editorial practices and policies, reporting requirements and endorsement of guidelines. There is emerging evidence that these are real concerns that should be accounted for in analyses [ 43 ]. Some cluster variables are described in the section: “ What variables are relevant to methodological studies?”

A variety of modelling approaches can be used to account for correlated data, including the use of marginal, fixed or mixed effects regression models with appropriate computation of standard errors [ 44 ]. For example, Kosa et al. used generalized estimation equations to account for correlation of articles within journals [ 15 ]. Not accounting for clustering could lead to incorrect p -values, unduly narrow confidence intervals, and biased estimates [ 45 ].

Q: Should I extract data in duplicate?

A: Yes. Duplicate data extraction takes more time but results in less errors [ 19 ]. Data extraction errors in turn affect the effect estimate [ 46 ], and therefore should be mitigated. Duplicate data extraction should be considered in the absence of other approaches to minimize extraction errors. However, much like systematic reviews, this area will likely see rapid new advances with machine learning and natural language processing technologies to support researchers with screening and data extraction [ 47 , 48 ]. However, experience plays an important role in the quality of extracted data and inexperienced extractors should be paired with experienced extractors [ 46 , 49 ].

Q: Should I assess the risk of bias of research reports included in my methodological study?

A : Risk of bias is most useful in determining the certainty that can be placed in the effect measure from a study. In methodological studies, risk of bias may not serve the purpose of determining the trustworthiness of results, as effect measures are often not the primary goal of methodological studies. Determining risk of bias in methodological studies is likely a practice borrowed from systematic review methodology, but whose intrinsic value is not obvious in methodological studies. When it is part of the research question, investigators often focus on one aspect of risk of bias. For example, Speich investigated how blinding was reported in surgical trials [ 50 ], and Abraha et al., investigated the application of intention-to-treat analyses in systematic reviews and trials [ 51 ].

Q: What variables are relevant to methodological studies?

A: There is empirical evidence that certain variables may inform the findings in a methodological study. We outline some of these and provide a brief overview below:

  • Country: Countries and regions differ in their research cultures, and the resources available to conduct research. Therefore, it is reasonable to believe that there may be differences in methodological features across countries. Methodological studies have reported loco-regional differences in reporting quality [ 52 , 53 ]. This may also be related to challenges non-English speakers face in publishing papers in English.
  • Authors’ expertise: The inclusion of authors with expertise in research methodology, biostatistics, and scientific writing is likely to influence the end-product. Oltean et al. found that among randomized trials in orthopaedic surgery, the use of analyses that accounted for clustering was more likely when specialists (e.g. statistician, epidemiologist or clinical trials methodologist) were included on the study team [ 54 ]. Fleming et al. found that including methodologists in the review team was associated with appropriate use of reporting guidelines [ 55 ].
  • Source of funding and conflicts of interest: Some studies have found that funded studies report better [ 56 , 57 ], while others do not [ 53 , 58 ]. The presence of funding would indicate the availability of resources deployed to ensure optimal design, conduct, analysis and reporting. However, the source of funding may introduce conflicts of interest and warrant assessment. For example, Kaiser et al. investigated the effect of industry funding on obesity or nutrition randomized trials and found that reporting quality was similar [ 59 ]. Thomas et al. looked at reporting quality of long-term weight loss trials and found that industry funded studies were better [ 60 ]. Kan et al. examined the association between industry funding and “positive trials” (trials reporting a significant intervention effect) and found that industry funding was highly predictive of a positive trial [ 61 ]. This finding is similar to that of a recent Cochrane Methodology Review by Hansen et al. [ 62 ]
  • Journal characteristics: Certain journals’ characteristics may influence the study design, analysis or reporting. Characteristics such as journal endorsement of guidelines [ 63 , 64 ], and Journal Impact Factor (JIF) have been shown to be associated with reporting [ 63 , 65 – 67 ].
  • Study size (sample size/number of sites): Some studies have shown that reporting is better in larger studies [ 53 , 56 , 58 ].
  • Year of publication: It is reasonable to assume that design, conduct, analysis and reporting of research will change over time. Many studies have demonstrated improvements in reporting over time or after the publication of reporting guidelines [ 68 , 69 ].
  • Type of intervention: In a methodological study of reporting quality of weight loss intervention studies, Thabane et al. found that trials of pharmacologic interventions were reported better than trials of non-pharmacologic interventions [ 70 ].
  • Interactions between variables: Complex interactions between the previously listed variables are possible. High income countries with more resources may be more likely to conduct larger studies and incorporate a variety of experts. Authors in certain countries may prefer certain journals, and journal endorsement of guidelines and editorial policies may change over time.

Q: Should I focus only on high impact journals?

A: Investigators may choose to investigate only high impact journals because they are more likely to influence practice and policy, or because they assume that methodological standards would be higher. However, the JIF may severely limit the scope of articles included and may skew the sample towards articles with positive findings. The generalizability and applicability of findings from a handful of journals must be examined carefully, especially since the JIF varies over time. Even among journals that are all “high impact”, variations exist in methodological standards.

Q: Can I conduct a methodological study of qualitative research?

A: Yes. Even though a lot of methodological research has been conducted in the quantitative research field, methodological studies of qualitative studies are feasible. Certain databases that catalogue qualitative research including the Cumulative Index to Nursing & Allied Health Literature (CINAHL) have defined subject headings that are specific to methodological research (e.g. “research methodology”). Alternatively, one could also conduct a qualitative methodological review; that is, use qualitative approaches to synthesize methodological issues in qualitative studies.

Q: What reporting guidelines should I use for my methodological study?

A: There is no guideline that covers the entire scope of methodological studies. One adaptation of the PRISMA guidelines has been published, which works well for studies that aim to use the entire target population of research reports [ 71 ]. However, it is not widely used (40 citations in 2 years as of 09 December 2019), and methodological studies that are designed as cross-sectional or before-after studies require a more fit-for purpose guideline. A more encompassing reporting guideline for a broad range of methodological studies is currently under development [ 72 ]. However, in the absence of formal guidance, the requirements for scientific reporting should be respected, and authors of methodological studies should focus on transparency and reproducibility.

Q: What are the potential threats to validity and how can I avoid them?

A: Methodological studies may be compromised by a lack of internal or external validity. The main threats to internal validity in methodological studies are selection and confounding bias. Investigators must ensure that the methods used to select articles does not make them differ systematically from the set of articles to which they would like to make inferences. For example, attempting to make extrapolations to all journals after analyzing high-impact journals would be misleading.

Many factors (confounders) may distort the association between the exposure and outcome if the included research reports differ with respect to these factors [ 73 ]. For example, when examining the association between source of funding and completeness of reporting, it may be necessary to account for journals that endorse the guidelines. Confounding bias can be addressed by restriction, matching and statistical adjustment [ 73 ]. Restriction appears to be the method of choice for many investigators who choose to include only high impact journals or articles in a specific field. For example, Knol et al. examined the reporting of p -values in baseline tables of high impact journals [ 26 ]. Matching is also sometimes used. In the methodological study of non-randomized interventional studies of elective ventral hernia repair, Parker et al. matched prospective studies with retrospective studies and compared reporting standards [ 74 ]. Some other methodological studies use statistical adjustments. For example, Zhang et al. used regression techniques to determine the factors associated with missing participant data in trials [ 16 ].

With regard to external validity, researchers interested in conducting methodological studies must consider how generalizable or applicable their findings are. This should tie in closely with the research question and should be explicit. For example. Findings from methodological studies on trials published in high impact cardiology journals cannot be assumed to be applicable to trials in other fields. However, investigators must ensure that their sample truly represents the target sample either by a) conducting a comprehensive and exhaustive search, or b) using an appropriate and justified, randomly selected sample of research reports.

Even applicability to high impact journals may vary based on the investigators’ definition, and over time. For example, for high impact journals in the field of general medicine, Bouwmeester et al. included the Annals of Internal Medicine (AIM), BMJ, the Journal of the American Medical Association (JAMA), Lancet, the New England Journal of Medicine (NEJM), and PLoS Medicine ( n  = 6) [ 75 ]. In contrast, the high impact journals selected in the methodological study by Schiller et al. were BMJ, JAMA, Lancet, and NEJM ( n  = 4) [ 76 ]. Another methodological study by Kosa et al. included AIM, BMJ, JAMA, Lancet and NEJM ( n  = 5). In the methodological study by Thabut et al., journals with a JIF greater than 5 were considered to be high impact. Riado Minguez et al. used first quartile journals in the Journal Citation Reports (JCR) for a specific year to determine “high impact” [ 77 ]. Ultimately, the definition of high impact will be based on the number of journals the investigators are willing to include, the year of impact and the JIF cut-off [ 78 ]. We acknowledge that the term “generalizability” may apply differently for methodological studies, especially when in many instances it is possible to include the entire target population in the sample studied.

Finally, methodological studies are not exempt from information bias which may stem from discrepancies in the included research reports [ 79 ], errors in data extraction, or inappropriate interpretation of the information extracted. Likewise, publication bias may also be a concern in methodological studies, but such concepts have not yet been explored.

A proposed framework

In order to inform discussions about methodological studies, the development of guidance for what should be reported, we have outlined some key features of methodological studies that can be used to classify them. For each of the categories outlined below, we provide an example. In our experience, the choice of approach to completing a methodological study can be informed by asking the following four questions:

  • What is the aim?

A methodological study may be focused on exploring sources of bias in primary or secondary studies (meta-bias), or how bias is analyzed. We have taken care to distinguish bias (i.e. systematic deviations from the truth irrespective of the source) from reporting quality or completeness (i.e. not adhering to a specific reporting guideline or norm). An example of where this distinction would be important is in the case of a randomized trial with no blinding. This study (depending on the nature of the intervention) would be at risk of performance bias. However, if the authors report that their study was not blinded, they would have reported adequately. In fact, some methodological studies attempt to capture both “quality of conduct” and “quality of reporting”, such as Richie et al., who reported on the risk of bias in randomized trials of pharmacy practice interventions [ 80 ]. Babic et al. investigated how risk of bias was used to inform sensitivity analyses in Cochrane reviews [ 81 ]. Further, biases related to choice of outcomes can also be explored. For example, Tan et al investigated differences in treatment effect size based on the outcome reported [ 82 ].

Methodological studies may report quality of reporting against a reporting checklist (i.e. adherence to guidelines) or against expected norms. For example, Croituro et al. report on the quality of reporting in systematic reviews published in dermatology journals based on their adherence to the PRISMA statement [ 83 ], and Khan et al. described the quality of reporting of harms in randomized controlled trials published in high impact cardiovascular journals based on the CONSORT extension for harms [ 84 ]. Other methodological studies investigate reporting of certain features of interest that may not be part of formally published checklists or guidelines. For example, Mbuagbaw et al. described how often the implications for research are elaborated using the Evidence, Participants, Intervention, Comparison, Outcome, Timeframe (EPICOT) format [ 30 ].

Sometimes investigators may be interested in how consistent reports of the same research are, as it is expected that there should be consistency between: conference abstracts and published manuscripts; manuscript abstracts and manuscript main text; and trial registration and published manuscript. For example, Rosmarakis et al. investigated consistency between conference abstracts and full text manuscripts [ 85 ].

In addition to identifying issues with reporting in primary and secondary studies, authors of methodological studies may be interested in determining the factors that are associated with certain reporting practices. Many methodological studies incorporate this, albeit as a secondary outcome. For example, Farrokhyar et al. investigated the factors associated with reporting quality in randomized trials of coronary artery bypass grafting surgery [ 53 ].

Methodological studies may also be used to describe methods or compare methods, and the factors associated with methods. Muller et al. described the methods used for systematic reviews and meta-analyses of observational studies [ 86 ].

Some methodological studies synthesize results from other methodological studies. For example, Li et al. conducted a scoping review of methodological reviews that investigated consistency between full text and abstracts in primary biomedical research [ 87 ].

Some methodological studies may investigate the use of names and terms in health research. For example, Martinic et al. investigated the definitions of systematic reviews used in overviews of systematic reviews (OSRs), meta-epidemiological studies and epidemiology textbooks [ 88 ].

In addition to the previously mentioned experimental methodological studies, there may exist other types of methodological studies not captured here.

  • 2. What is the design?

Most methodological studies are purely descriptive and report their findings as counts (percent) and means (standard deviation) or medians (interquartile range). For example, Mbuagbaw et al. described the reporting of research recommendations in Cochrane HIV systematic reviews [ 30 ]. Gohari et al. described the quality of reporting of randomized trials in diabetes in Iran [ 12 ].

Some methodological studies are analytical wherein “analytical studies identify and quantify associations, test hypotheses, identify causes and determine whether an association exists between variables, such as between an exposure and a disease.” [ 89 ] In the case of methodological studies all these investigations are possible. For example, Kosa et al. investigated the association between agreement in primary outcome from trial registry to published manuscript and study covariates. They found that larger and more recent studies were more likely to have agreement [ 15 ]. Tricco et al. compared the conclusion statements from Cochrane and non-Cochrane systematic reviews with a meta-analysis of the primary outcome and found that non-Cochrane reviews were more likely to report positive findings. These results are a test of the null hypothesis that the proportions of Cochrane and non-Cochrane reviews that report positive results are equal [ 90 ].

  • 3. What is the sampling strategy?

Methodological reviews with narrow research questions may be able to include the entire target population. For example, in the methodological study of Cochrane HIV systematic reviews, Mbuagbaw et al. included all of the available studies ( n  = 103) [ 30 ].

Many methodological studies use random samples of the target population [ 33 , 91 , 92 ]. Alternatively, purposeful sampling may be used, limiting the sample to a subset of research-related reports published within a certain time period, or in journals with a certain ranking or on a topic. Systematic sampling can also be used when random sampling may be challenging to implement.

  • 4. What is the unit of analysis?

Many methodological studies use a research report (e.g. full manuscript of study, abstract portion of the study) as the unit of analysis, and inferences can be made at the study-level. However, both published and unpublished research-related reports can be studied. These may include articles, conference abstracts, registry entries etc.

Some methodological studies report on items which may occur more than once per article. For example, Paquette et al. report on subgroup analyses in Cochrane reviews of atrial fibrillation in which 17 systematic reviews planned 56 subgroup analyses [ 93 ].

This framework is outlined in Fig.  2 .

An external file that holds a picture, illustration, etc.
Object name is 12874_2020_1107_Fig2_HTML.jpg

A proposed framework for methodological studies

Conclusions

Methodological studies have examined different aspects of reporting such as quality, completeness, consistency and adherence to reporting guidelines. As such, many of the methodological study examples cited in this tutorial are related to reporting. However, as an evolving field, the scope of research questions that can be addressed by methodological studies is expected to increase.

In this paper we have outlined the scope and purpose of methodological studies, along with examples of instances in which various approaches have been used. In the absence of formal guidance on the design, conduct, analysis and reporting of methodological studies, we have provided some advice to help make methodological studies consistent. This advice is grounded in good contemporary scientific practice. Generally, the research question should tie in with the sampling approach and planned analysis. We have also highlighted the variables that may inform findings from methodological studies. Lastly, we have provided suggestions for ways in which authors can categorize their methodological studies to inform their design and analysis.

Acknowledgements

Abbreviations, authors’ contributions.

LM conceived the idea and drafted the outline and paper. DOL and LT commented on the idea and draft outline. LM, LP and DOL performed literature searches and data extraction. All authors (LM, DOL, LT, LP, DBA) reviewed several draft versions of the manuscript and approved the final manuscript.

This work did not receive any dedicated funding.

Availability of data and materials

Ethics approval and consent to participate.

Not applicable.

Consent for publication

Competing interests.

DOL, DBA, LM, LP and LT are involved in the development of a reporting guideline for methodological studies.

Publisher’s Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

ORIGINAL RESEARCH article

This article is part of the research topic.

Emerging Technologies for the Construction of Renewable Energy-Dominated Power System

A Method for Reducing Torque Ripple of Switched Reluctance Motor Based on Partitioned TSF Provisionally Accepted

  • 1 School of Electrical and Electronic Engineering, Huazhong University of Science and Technology, China
  • 2 BYD limited, China
  • 3 RUILI GROUP RUI'AN AUTO PARTS CO., LTD., China
  • 4 College of Automotive Engineering, Hu Nan Mechanical and Electrical Polytechnic, China

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

In this paper, a new torque sharing function control strategy is proposed to reduce the torque ripple. The traditional torque ripple methods, such as exponential and linear torque allocation strategies, the torque generation capacity of each phase and the power limitation of the power converter is not taken into account, in this paper, the communication region is divided into three intervals by establishing a new partitioning standard. According to the re-established reference function of torque generation, the torque deviation caused by phase current tracking error is compensated according to the torque generation capacity. Both optimization of torque ripple suppression and copper loss minimization are taken into consideration in this paper. To verify the validity and performances of the proposed TSF methods, simulations and experiments have been implemented in a 12/8 structure SRM prototype. This method can be applied to other switched reluctance motors with different topologies. Result shows lower current tracking error and better performance of torque ripple minimization compared with the conventional two-interval compensation method.

Keywords: switched reluctance motor, Torque sharing function, Torque ripple minimization, torque control, optimization

Received: 04 Feb 2024; Accepted: 28 Mar 2024.

Copyright: © 2024 Cai, Han, Pan and Tao. 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: MD, PhD. Hui Cai, Huazhong University of Science and Technology, School of Electrical and Electronic Engineering, Wuhan, 430074, Hubei Province, China

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Landmark IBM error correction paper published on the cover of Nature

27 Mar 2024

Rafi Letzter

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Today, the paper detailing those results was published as the cover story of the scientific journal Nature. 1

Last year, we demonstrated that quantum computers had entered the era of utility , where they are now capable of running quantum circuits better than classical computers can. Over the next few years, we expect to find speedups over classical computing and extract business value from these systems. But there are also algorithms with mathematically proven speedups over leading classical methods that require tuning quantum circuits with hundreds of millions, to billions, of gates. Expanding our quantum computing toolkit to include those algorithms requires us to find a way to compute that corrects the errors inherent to quantum systems — what we call quantum error correction.

Read how a paper from IBM and UC Berkeley shows a path toward useful quantum computing

Quantum error correction requires that we encode quantum information into more qubits than we would otherwise need. However, achieving quantum error correction in a scalable and fault-tolerant way has, to this point, been out of reach without considering scales of one million or more physical qubits. Our new result published today greatly reduces that overhead, and shows that error correction is within reach.

While quantum error correction theory dates back three decades, theoretical error correction techniques capable of running valuable quantum circuits on real hardware have been too impractical to deploy on quantum system. In our new paper, we introduce a new code, which we call the gross code , that overcomes that limitation.

This code is part of our broader strategy to bring useful quantum computing to the world.

While error correction is not a solved problem, this new code makes clear the path toward running quantum circuits with a billion gates or more on our superconducting transmon qubit hardware.

What is error correction?

Quantum information is fragile and susceptible to noise — environmental noise, noise from the control electronics, hardware imperfections, state preparation and measurement errors, and more. In order to run quantum circuits with millions to billions of gates, quantum error correction will be required.

Error correction works by building redundancy into quantum circuits. Many qubits work together to protect a piece of quantum information that a single qubit might lose to errors and noise.

On classical computers, the concept of redundancy is pretty straightforward. Classical error correction involves storing the same piece of information across multiple bits. Instead of storing a 1 as a 1 or a 0 as a 0, the computer might record 11111 or 00000. That way, if an error flips a minority of bits, the computer can treat 11001 as 1, or 10001 as 0. It’s fairly easy to build in more redundancy as needed to introduce finer error correction.

Things are more complicated on quantum computers. Quantum information cannot be copied and pasted like classical information, and the information stored in quantum bits is more complicated than classical data. And of course, qubits can decohere quickly, forgetting their stored information.

Research has shown that quantum fault tolerance is possible, and there are many error correcting schemes on the books. The most popular one is called the “surface code,” where qubits are arranged on a two-dimensional lattice and units of information are encoded into sub-units of the lattice.

But these schemes have problems.

First, they only work if the hardware’s error rates are better than some threshold determined by the specific scheme and the properties of the noise itself — and beating those thresholds can be a challenge.

Second, many of those schemes scale inefficiently — as you build larger quantum computers, the number of extra qubits needed for error correction far outpaces the number of qubits the code can store.

At practical code sizes where many errors can be corrected, the surface code uses hundreds of physical qubits per encoded qubit worth of quantum information, or more. So, while the surface code is useful for benchmarking and learning about error correction, it’s probably not the end of the story for fault-tolerant quantum computers.

Exploring “good” codes

The field of error correction buzzed with excitement in 2022 when Pavel Panteleev and Gleb Kalachev at Moscow State University published a landmark paper proving that there exist asymptotically good codes — codes where the number of extra qubits needed levels off as the quality of the code increases.

This has spurred a lot of new work in error correction, especially in the same family of codes that the surface code hails from, called quantum low-density parity check, or qLDPC codes. These qLDPC codes are quantum error correcting codes where the operations responsible for checking whether or not an error has occurred only have to act on a few qubits, and each qubit only has to participate in a few checks.

But this work was highly theoretical, focused on proving the possibility of this kind of error correction. It didn’t take into account the real constraints of building quantum computers. Most importantly, some qLDPC codes would require many qubits in a system to be physically linked to high numbers of other qubits. In practice, that would require quantum processors folded in on themselves in psychedelic hyper-dimensional origami, or entombed in wildly complex rats’ nests of wires.

In our paper, we looked for fault-tolerant quantum memory with a low qubit overhead, high error threshold, and a large code distance.

High-threshold and low-overhead fault-tolerant quantum memory

Bravyi, S., Cross, A., Gambetta, J., et al. High-threshold and low-overhead fault-tolerant quantum memory. Nature (2024). https://doi.org/10.1038/s41586-024-07107-7

In our Nature paper, we specifically looked for fault-tolerant quantum memory with a low qubit overhead, high error threshold, and a large code distance.

Let’s break that down:

Fault-tolerant: The circuits used to detect errors won't spread those errors around too badly in the process, and they can be corrected faster than they occur

Quantum memory: In this paper, we are only encoding and storing quantum information. We are not yet doing calculations on the encoded quantum information.

High error threshold: The higher the threshold, the higher amount of hardware errors the code will allow while still being fault tolerant. We were looking for a code that allowed us to operate the memory reliably at physical error rates as high as 0.001, so we wanted a threshold close to 1 percent.

Large code distance: Distance is the measure of how robust the code is — how many errors it takes to completely flip the value from 0 to 1 and vice versa. In the case of 00000 and 11111, the distance is 5. We wanted one with a large code distance that corrects more than just a couple errors. Large-distance codes can suppress noise by orders of magnitude even if the hardware quality is only marginally better than the code threshold. In contrast, codes with a small distance become useful only if the hardware quality is significantly better than the code threshold.

Low qubit overhead: Overhead is the number of extra qubits required for correcting errors. We want the number of qubits required to do error correction to be far less than we need for a surface code of the same quality, or distance.

We’re excited to report that our team’s mathematical analysis found concrete examples of qLDPC codes that met all of these required conditions. These fall into a family of codes called “Bivariate Bicycle (BB)” codes. And they are going to shape not only our research going forward, but how we architect physical quantum systems.

The gross code

While many qLDPC code families show great promise for advancing error correction theory, most aren’t necessarily pragmatic for real-world application. Our new codes lend themselves better to practical implementation because each qubit needs only to connect to six others, and the connections can be routed on just two layers.

To get an idea of how the qubits are connected, imagine they are put onto a square grid, like a piece of graph paper. Curl up this piece of graph paper so that it forms a tube, and connect the ends of the tube to make a donut. On this donut, each qubit is connected to its four neighbors and two qubits that are farther away on the surface of the donut. No more connections needed.

The good news is we don’t actually have to embed our qubits onto a donut to make these codes work — we can accomplish this by folding the surface differently and adding a few other long-range connectors to satisfy mathematical requirements of the code. It’s an engineering challenge, but much more feasible than a hyper-dimensional shape.

We explored some codes that have this architecture and focused on a particular [[144,12,12]] code. We call this code the gross code because 144 is a gross (or a dozen dozen). It requires 144 qubits to store data — but in our specific implementation, it also uses another 144 qubits to check for errors, so this instance of the code uses 288 qubits. It stores 12 logical qubits well enough that fewer than 12 errors can be detected. Thus: [[144,12,12]].

Using the gross code, you can protect 12 logical qubits for roughly a million cycles of error checks using 288 qubits. Doing roughly the same task with the surface code would require nearly 3,000 qubits.

This is a milestone. We are still looking for qLDPC codes with even more efficient architectures, and our research on performing error-corrected calculations using these codes is ongoing. But with this publication, the future of error correction looks bright.

fig1-Tanner Graphs of Surface and Bivariate Bicycle Codes.png

Fig. 1 | Tanner graphs of surface and BB codes.

Fig. 1 | Tanner graphs of surface and BB codes. a, Tanner graph of a surface code, for comparison. b, Tanner graph of a BB code with parameters [[144, 12, 12]] embedded into a torus. Any edge of the Tanner graph connects a data and a check vertex. Data qubits associated with the registers q(L) and q(R) are shown by blue and orange circles. Each vertex has six incident edges including four short-range edges (pointing north, south, east and west) and two long-range edges. We only show a few long-range edges to avoid clutter. Dashed and solid edges indicate two planar subgraphs spanning the Tanner graph, see the Methods. c, Sketch of a Tanner graph extension for measuring Z ˉ \={Z} and X ˉ \={X} following ref. 50, attaching to a surface code. The ancilla corresponding to the X ˉ \={X} measurement can be connected to a surface code, enabling load-store operations for all logical qubits by means of quantum teleportation and some logical unitaries. This extended Tanner graph also has an implementation in a thickness-2 architecture through the A and B edges (Methods).

Syndrome measurement circuit

Fig. 2 | Syndrome measurement circuit.

Fig. 2 | Syndrome measurement circuit. Full cycle of syndrome measurements relying on seven layers of CNOTs. We provide a local view of the circuit that only includes one data qubit from each register q(L) and q(R) . The circuit is symmetric under horizontal and vertical shifts of the Tanner graph. Each data qubit is coupled by CNOTs with three X-check and three Z-check qubits: see the Methods for more details.

Why error correction matters

Today, our users benefit from novel error mitigation techniques — methods for reducing or eliminating the effect of noise when calculating observables, alongside our work suppressing errors at the hardware level. This work brought us into the era of quantum utility. IBM researchers and partners all over the world are exploring practical applications of quantum computing today with existing quantum systems. Error mitigation lets users begin looking for quantum advantage on real quantum hardware.

But error mitigation comes with its own overhead, requiring running the same executions repeatedly so that classical computers can use statistical methods to extract an accurate result. This limits the scale of the programs you can run, and increasing that scale requires tools beyond error mitigation — like error correction.

Last year, we debuted a new roadmap laying out our plan to continuously improve quantum computers over the next decade. This new paper is an important example of how we plan to continuously increasing the complexity (number of gates) of the quantum circuits that can be run on our hardware. It will allow us to transition from running circuits with 15,000 gates to 100 million, or even 1 billion gates.

Bravyi, S., Cross, A.W., Gambetta, J.M. et al. High-threshold and low-overhead fault-tolerant quantum memory. Nature 627, 778–782 (2024). https://doi.org/10.1038/s41586-024-07107-7

Start using our 100+ qubit systems

Keep exploring, computing with error-corrected quantum computers.

Logical gates with magic state distillation

Logical gates with magic state distillation

Error correcting codes for near-term quantum computers

Error correcting codes for near-term quantum computers

method of the research paper

A new paper from IBM and UC Berkeley shows a path toward useful quantum computing

Hawaii International Conference on System Sciences 2023

Permanent uri for this community.

We are so pleased to release the proceedings of the 56th Hawaii International Conference on System Sciences (HICSS).

The pandemic has at least three positive effects on the shaping of the research at HICSS. Overall, judging from the massive amount of reviews of the 1,429 papers submitted for the conference, the quality of papers have significantly increased, and the overall total score of the accepted papers have jumped to an all-time high. With a target acceptance rate set at 47%, HICSS welcomes 678 papers to its 2023 Proceedings.

As HICSS records an increase in the number of paper submissions in all tracks, and if the number of submitted papers is a relevant indicator of research interests, the following tracks have attracted a significant amount of attention:

  • Organizational Systems and Technology (278)
  • Internet and the Digital Economy (237)
  • Decision Analytics and Service Sciences (191)
  • Collaboration Systems and Technologies (140)
  • Digital and Social Media (127)
  • Information Technology in Healthcare (122)

HICSS continues to promote a new area of MIS research – Location intelligence. In a nutshell, location intelligence brings the context of location to business analytics and problem solving. By analyzing and visualizing spatial data on maps, dashboards, and business models, location intelligence has become an integral part of today’s decision-making and planning paradigms.

We have seen a high number of research papers on the effect of COVID-19 pandemic on a wide spectrum of MIS topics from technology-supported collaboration to the future of work. We also notice an increasing number of research on the pandemic effect on the “dark side of technology” – negative impacts on people’s health and the dissemination of misinformation. As a consequence, various aspects of cyber security are another key feature of this year’s research at HICSS.

As HICSS has returned to the island of Maui to host its annual event, we welcome more than 1,100 scientists at the Hyatt Regency Resort in the pristine Kaanapali Beach area, HICSS welcomes a host of Symposia, Workshops and Tutorials.

As you are downloading the papers in this year’s proceedings, we invite you to cite them in your research work, and we encourage you to submit your work to future HICSS.

Finally, I would like to acknowledge the co-creation of HICSS-56 by the HICSS community.

  • 2,012 Authors of 678 research papers;
  • 2,523 Reviewers ;
  • 457 Minitrack Chairs;
  • 20 Track Chairs; and
  • Our sponsors including University of Hawaii at Manoa’s Shidler College of Business, National Security Agency, Association for Information Systems, University of Redlands and ESRI’s Joint Spatial Business Initiative, and University of Arkansas Sam M. Walton College of Business.

We are looking forward to continuing working with the community of researchers to advance the mission of HICSS – that is to provide a venue where ideas meet and science speaks.

Tung Bui Conference Chair Click here to download front matter and preface

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Writing a Research Paper Introduction | Step-by-Step Guide

Published on September 24, 2022 by Jack Caulfield . Revised on March 27, 2023.

Writing a Research Paper Introduction

The introduction to a research paper is where you set up your topic and approach for the reader. It has several key goals:

  • Present your topic and get the reader interested
  • Provide background or summarize existing research
  • Position your own approach
  • Detail your specific research problem and problem statement
  • Give an overview of the paper’s structure

The introduction looks slightly different depending on whether your paper presents the results of original empirical research or constructs an argument by engaging with a variety of sources.

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Table of contents

Step 1: introduce your topic, step 2: describe the background, step 3: establish your research problem, step 4: specify your objective(s), step 5: map out your paper, research paper introduction examples, frequently asked questions about the research paper introduction.

The first job of the introduction is to tell the reader what your topic is and why it’s interesting or important. This is generally accomplished with a strong opening hook.

The hook is a striking opening sentence that clearly conveys the relevance of your topic. Think of an interesting fact or statistic, a strong statement, a question, or a brief anecdote that will get the reader wondering about your topic.

For example, the following could be an effective hook for an argumentative paper about the environmental impact of cattle farming:

A more empirical paper investigating the relationship of Instagram use with body image issues in adolescent girls might use the following hook:

Don’t feel that your hook necessarily has to be deeply impressive or creative. Clarity and relevance are still more important than catchiness. The key thing is to guide the reader into your topic and situate your ideas.

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This part of the introduction differs depending on what approach your paper is taking.

In a more argumentative paper, you’ll explore some general background here. In a more empirical paper, this is the place to review previous research and establish how yours fits in.

Argumentative paper: Background information

After you’ve caught your reader’s attention, specify a bit more, providing context and narrowing down your topic.

Provide only the most relevant background information. The introduction isn’t the place to get too in-depth; if more background is essential to your paper, it can appear in the body .

Empirical paper: Describing previous research

For a paper describing original research, you’ll instead provide an overview of the most relevant research that has already been conducted. This is a sort of miniature literature review —a sketch of the current state of research into your topic, boiled down to a few sentences.

This should be informed by genuine engagement with the literature. Your search can be less extensive than in a full literature review, but a clear sense of the relevant research is crucial to inform your own work.

Begin by establishing the kinds of research that have been done, and end with limitations or gaps in the research that you intend to respond to.

The next step is to clarify how your own research fits in and what problem it addresses.

Argumentative paper: Emphasize importance

In an argumentative research paper, you can simply state the problem you intend to discuss, and what is original or important about your argument.

Empirical paper: Relate to the literature

In an empirical research paper, try to lead into the problem on the basis of your discussion of the literature. Think in terms of these questions:

  • What research gap is your work intended to fill?
  • What limitations in previous work does it address?
  • What contribution to knowledge does it make?

You can make the connection between your problem and the existing research using phrases like the following.

Now you’ll get into the specifics of what you intend to find out or express in your research paper.

The way you frame your research objectives varies. An argumentative paper presents a thesis statement, while an empirical paper generally poses a research question (sometimes with a hypothesis as to the answer).

Argumentative paper: Thesis statement

The thesis statement expresses the position that the rest of the paper will present evidence and arguments for. It can be presented in one or two sentences, and should state your position clearly and directly, without providing specific arguments for it at this point.

Empirical paper: Research question and hypothesis

The research question is the question you want to answer in an empirical research paper.

Present your research question clearly and directly, with a minimum of discussion at this point. The rest of the paper will be taken up with discussing and investigating this question; here you just need to express it.

A research question can be framed either directly or indirectly.

  • This study set out to answer the following question: What effects does daily use of Instagram have on the prevalence of body image issues among adolescent girls?
  • We investigated the effects of daily Instagram use on the prevalence of body image issues among adolescent girls.

If your research involved testing hypotheses , these should be stated along with your research question. They are usually presented in the past tense, since the hypothesis will already have been tested by the time you are writing up your paper.

For example, the following hypothesis might respond to the research question above:

The final part of the introduction is often dedicated to a brief overview of the rest of the paper.

In a paper structured using the standard scientific “introduction, methods, results, discussion” format, this isn’t always necessary. But if your paper is structured in a less predictable way, it’s important to describe the shape of it for the reader.

If included, the overview should be concise, direct, and written in the present tense.

  • This paper will first discuss several examples of survey-based research into adolescent social media use, then will go on to …
  • This paper first discusses several examples of survey-based research into adolescent social media use, then goes on to …

Full examples of research paper introductions are shown in the tabs below: one for an argumentative paper, the other for an empirical paper.

  • Argumentative paper
  • Empirical paper

Are cows responsible for climate change? A recent study (RIVM, 2019) shows that cattle farmers account for two thirds of agricultural nitrogen emissions in the Netherlands. These emissions result from nitrogen in manure, which can degrade into ammonia and enter the atmosphere. The study’s calculations show that agriculture is the main source of nitrogen pollution, accounting for 46% of the country’s total emissions. By comparison, road traffic and households are responsible for 6.1% each, the industrial sector for 1%. While efforts are being made to mitigate these emissions, policymakers are reluctant to reckon with the scale of the problem. The approach presented here is a radical one, but commensurate with the issue. This paper argues that the Dutch government must stimulate and subsidize livestock farmers, especially cattle farmers, to transition to sustainable vegetable farming. It first establishes the inadequacy of current mitigation measures, then discusses the various advantages of the results proposed, and finally addresses potential objections to the plan on economic grounds.

The rise of social media has been accompanied by a sharp increase in the prevalence of body image issues among women and girls. This correlation has received significant academic attention: Various empirical studies have been conducted into Facebook usage among adolescent girls (Tiggermann & Slater, 2013; Meier & Gray, 2014). These studies have consistently found that the visual and interactive aspects of the platform have the greatest influence on body image issues. Despite this, highly visual social media (HVSM) such as Instagram have yet to be robustly researched. This paper sets out to address this research gap. We investigated the effects of daily Instagram use on the prevalence of body image issues among adolescent girls. It was hypothesized that daily Instagram use would be associated with an increase in body image concerns and a decrease in self-esteem ratings.

The introduction of a research paper includes several key elements:

  • A hook to catch the reader’s interest
  • Relevant background on the topic
  • Details of your research problem

and your problem statement

  • A thesis statement or research question
  • Sometimes an overview of the paper

Don’t feel that you have to write the introduction first. The introduction is often one of the last parts of the research paper you’ll write, along with the conclusion.

This is because it can be easier to introduce your paper once you’ve already written the body ; you may not have the clearest idea of your arguments until you’ve written them, and things can change during the writing process .

The way you present your research problem in your introduction varies depending on the nature of your research paper . A research paper that presents a sustained argument will usually encapsulate this argument in a thesis statement .

A research paper designed to present the results of empirical research tends to present a research question that it seeks to answer. It may also include a hypothesis —a prediction that will be confirmed or disproved by your research.

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