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Research Summary – Structure, Examples and Writing Guide

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Research Summary

Definition:

A research summary is a brief and concise overview of a research project or study that highlights its key findings, main points, and conclusions. It typically includes a description of the research problem, the research methods used, the results obtained, and the implications or significance of the findings. It is often used as a tool to quickly communicate the main findings of a study to other researchers, stakeholders, or decision-makers.

Structure of Research Summary

The Structure of a Research Summary typically include:

• Introduction : This section provides a brief background of the research problem or question, explains the purpose of the study, and outlines the research objectives.
• Methodology : This section explains the research design, methods, and procedures used to conduct the study. It describes the sample size, data collection methods, and data analysis techniques.
• Results : This section presents the main findings of the study, including statistical analysis if applicable. It may include tables, charts, or graphs to visually represent the data.
• Discussion : This section interprets the results and explains their implications. It discusses the significance of the findings, compares them to previous research, and identifies any limitations or future directions for research.
• Conclusion : This section summarizes the main points of the research and provides a conclusion based on the findings. It may also suggest implications for future research or practical applications of the results.
• References : This section lists the sources cited in the research summary, following the appropriate citation style.

How to Write Research Summary

Here are the steps you can follow to write a research summary:

• Read the research article or study thoroughly: To write a summary, you must understand the research article or study you are summarizing. Therefore, read the article or study carefully to understand its purpose, research design, methodology, results, and conclusions.
• Identify the main points : Once you have read the research article or study, identify the main points, key findings, and research question. You can highlight or take notes of the essential points and findings to use as a reference when writing your summary.
• Write the introduction: Start your summary by introducing the research problem, research question, and purpose of the study. Briefly explain why the research is important and its significance.
• Summarize the methodology : In this section, summarize the research design, methods, and procedures used to conduct the study. Explain the sample size, data collection methods, and data analysis techniques.
• Present the results: Summarize the main findings of the study. Use tables, charts, or graphs to visually represent the data if necessary.
• Interpret the results: In this section, interpret the results and explain their implications. Discuss the significance of the findings, compare them to previous research, and identify any limitations or future directions for research.
• Conclude the summary : Summarize the main points of the research and provide a conclusion based on the findings. Suggest implications for future research or practical applications of the results.
• Revise and edit : Once you have written the summary, revise and edit it to ensure that it is clear, concise, and free of errors. Make sure that your summary accurately represents the research article or study.
• Add references: Include a list of references cited in the research summary, following the appropriate citation style.

Example of Research Summary

Here is an example of a research summary:

Title: The Effects of Yoga on Mental Health: A Meta-Analysis

Introduction: This meta-analysis examines the effects of yoga on mental health. The study aimed to investigate whether yoga practice can improve mental health outcomes such as anxiety, depression, stress, and quality of life.

Methodology : The study analyzed data from 14 randomized controlled trials that investigated the effects of yoga on mental health outcomes. The sample included a total of 862 participants. The yoga interventions varied in length and frequency, ranging from four to twelve weeks, with sessions lasting from 45 to 90 minutes.

Results : The meta-analysis found that yoga practice significantly improved mental health outcomes. Participants who practiced yoga showed a significant reduction in anxiety and depression symptoms, as well as stress levels. Quality of life also improved in those who practiced yoga.

Discussion : The findings of this study suggest that yoga can be an effective intervention for improving mental health outcomes. The study supports the growing body of evidence that suggests that yoga can have a positive impact on mental health. Limitations of the study include the variability of the yoga interventions, which may affect the generalizability of the findings.

Conclusion : Overall, the findings of this meta-analysis support the use of yoga as an effective intervention for improving mental health outcomes. Further research is needed to determine the optimal length and frequency of yoga interventions for different populations.

References :

• Cramer, H., Lauche, R., Langhorst, J., Dobos, G., & Berger, B. (2013). Yoga for depression: a systematic review and meta-analysis. Depression and anxiety, 30(11), 1068-1083.
• Khalsa, S. B. (2004). Yoga as a therapeutic intervention: a bibliometric analysis of published research studies. Indian journal of physiology and pharmacology, 48(3), 269-285.
• Ross, A., & Thomas, S. (2010). The health benefits of yoga and exercise: a review of comparison studies. The Journal of Alternative and Complementary Medicine, 16(1), 3-12.

Purpose of Research Summary

The purpose of a research summary is to provide a brief overview of a research project or study, including its main points, findings, and conclusions. The summary allows readers to quickly understand the essential aspects of the research without having to read the entire article or study.

Research summaries serve several purposes, including:

• Facilitating comprehension: A research summary allows readers to quickly understand the main points and findings of a research project or study without having to read the entire article or study. This makes it easier for readers to comprehend the research and its significance.
• Communicating research findings: Research summaries are often used to communicate research findings to a wider audience, such as policymakers, practitioners, or the general public. The summary presents the essential aspects of the research in a clear and concise manner, making it easier for non-experts to understand.
• Supporting decision-making: Research summaries can be used to support decision-making processes by providing a summary of the research evidence on a particular topic. This information can be used by policymakers or practitioners to make informed decisions about interventions, programs, or policies.
• Saving time: Research summaries save time for researchers, practitioners, policymakers, and other stakeholders who need to review multiple research studies. Rather than having to read the entire article or study, they can quickly review the summary to determine whether the research is relevant to their needs.

Characteristics of Research Summary

The following are some of the key characteristics of a research summary:

• Concise : A research summary should be brief and to the point, providing a clear and concise overview of the main points of the research.
• Objective : A research summary should be written in an objective tone, presenting the research findings without bias or personal opinion.
• Comprehensive : A research summary should cover all the essential aspects of the research, including the research question, methodology, results, and conclusions.
• Accurate : A research summary should accurately reflect the key findings and conclusions of the research.
• Clear and well-organized: A research summary should be easy to read and understand, with a clear structure and logical flow.
• Relevant : A research summary should focus on the most important and relevant aspects of the research, highlighting the key findings and their implications.
• Audience-specific: A research summary should be tailored to the intended audience, using language and terminology that is appropriate and accessible to the reader.
• Citations : A research summary should include citations to the original research articles or studies, allowing readers to access the full text of the research if desired.

When to write Research Summary

Here are some situations when it may be appropriate to write a research summary:

• Proposal stage: A research summary can be included in a research proposal to provide a brief overview of the research aims, objectives, methodology, and expected outcomes.
• Conference presentation: A research summary can be prepared for a conference presentation to summarize the main findings of a study or research project.
• Journal submission: Many academic journals require authors to submit a research summary along with their research article or study. The summary provides a brief overview of the study’s main points, findings, and conclusions and helps readers quickly understand the research.
• Funding application: A research summary can be included in a funding application to provide a brief summary of the research aims, objectives, and expected outcomes.
• Policy brief: A research summary can be prepared as a policy brief to communicate research findings to policymakers or stakeholders in a concise and accessible manner.

Advantages of Research Summary

Research summaries offer several advantages, including:

• Time-saving: A research summary saves time for readers who need to understand the key findings and conclusions of a research project quickly. Rather than reading the entire research article or study, readers can quickly review the summary to determine whether the research is relevant to their needs.
• Clarity and accessibility: A research summary provides a clear and accessible overview of the research project’s main points, making it easier for readers to understand the research without having to be experts in the field.
• Improved comprehension: A research summary helps readers comprehend the research by providing a brief and focused overview of the key findings and conclusions, making it easier to understand the research and its significance.
• Enhanced communication: Research summaries can be used to communicate research findings to a wider audience, such as policymakers, practitioners, or the general public, in a concise and accessible manner.
• Facilitated decision-making: Research summaries can support decision-making processes by providing a summary of the research evidence on a particular topic. Policymakers or practitioners can use this information to make informed decisions about interventions, programs, or policies.
• Increased dissemination: Research summaries can be easily shared and disseminated, allowing research findings to reach a wider audience.

Limitations of Research Summary

Limitations of the Research Summary are as follows:

• Limited scope: Research summaries provide a brief overview of the research project’s main points, findings, and conclusions, which can be limiting. They may not include all the details, nuances, and complexities of the research that readers may need to fully understand the study’s implications.
• Risk of oversimplification: Research summaries can be oversimplified, reducing the complexity of the research and potentially distorting the findings or conclusions.
• Lack of context: Research summaries may not provide sufficient context to fully understand the research findings, such as the research background, methodology, or limitations. This may lead to misunderstandings or misinterpretations of the research.
• Possible bias: Research summaries may be biased if they selectively emphasize certain findings or conclusions over others, potentially distorting the overall picture of the research.
• Format limitations: Research summaries may be constrained by the format or length requirements, making it challenging to fully convey the research’s main points, findings, and conclusions.
• Accessibility: Research summaries may not be accessible to all readers, particularly those with limited literacy skills, visual impairments, or language barriers.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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• USC Libraries
• Research Guides

Organizing Your Social Sciences Research Paper

• 6. The Methodology
• Purpose of Guide
• Design Flaws to Avoid
• Independent and Dependent Variables
• Glossary of Research Terms
• Reading Research Effectively
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
• Academic Writing Style
• Applying Critical Thinking
• Choosing a Title
• Making an Outline
• Paragraph Development
• Research Process Video Series
• Executive Summary
• The C.A.R.S. Model
• Background Information
• The Research Problem/Question
• Theoretical Framework
• Citation Tracking
• Content Alert Services
• Evaluating Sources
• Primary Sources
• Secondary Sources
• Tiertiary Sources
• Scholarly vs. Popular Publications
• Qualitative Methods
• Quantitative Methods
• Insiderness
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Writing Concisely
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Generative AI and Writing
• USC Libraries Tutorials and Other Guides
• Bibliography

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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• How to Write Your Methods

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.

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!

• 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.

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

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How To Write A Research Summary

It’s a common perception that writing a research summary is a quick and easy task. After all, how hard can jotting down 300 words be? But when you consider the weight those 300 words carry, writing a research summary as a part of your dissertation, essay or compelling draft for your paper instantly becomes daunting task.

A research summary requires you to synthesize a complex research paper into an informative, self-explanatory snapshot. It needs to portray what your article contains. Thus, writing it often comes at the end of the task list.

Regardless of when you’re planning to write, it is no less of a challenge, particularly if you’re doing it for the first time. This blog will take you through everything you need to know about research summary so that you have an easier time with it.

What is a Research Summary?

A research summary is the part of your research paper that describes its findings to the audience in a brief yet concise manner. A well-curated research summary represents you and your knowledge about the information written in the research paper.

While writing a quality research summary, you need to discover and identify the significant points in the research and condense it in a more straightforward form. A research summary is like a doorway that provides access to the structure of a research paper's sections.

Since the purpose of a summary is to give an overview of the topic, methodology, and conclusions employed in a paper, it requires an objective approach. No analysis or criticism.

Research summary or Abstract. What’s the Difference?

They’re both brief, concise, and give an overview of an aspect of the research paper. So, it’s easy to understand why many new researchers get the two confused. However, a research summary and abstract are two very different things with individual purpose. To start with, a research summary is written at the end while the abstract comes at the beginning of a research paper.

A research summary captures the essence of the paper at the end of your document. It focuses on your topic, methods, and findings. More like a TL;DR, if you will. An abstract, on the other hand, is a description of what your research paper is about. It tells your reader what your topic or hypothesis is, and sets a context around why you have embarked on your research.

Getting Started with a Research Summary

Before you start writing, you need to get insights into your research’s content, style, and organization. There are three fundamental areas of a research summary that you should focus on.

• While deciding the contents of your research summary, you must include a section on its importance as a whole, the techniques, and the tools that were used to formulate the conclusion. Additionally, there needs to be a short but thorough explanation of how the findings of the research paper have a significance.
• To keep the summary well-organized, try to cover the various sections of the research paper in separate paragraphs. Besides, how the idea of particular factual research came up first must be explained in a separate paragraph.
• As a general practice worldwide, research summaries are restricted to 300-400 words. However, if you have chosen a lengthy research paper, try not to exceed the word limit of 10% of the entire research paper.

How to Structure Your Research Summary

The research summary is nothing but a concise form of the entire research paper. Therefore, the structure of a summary stays the same as the paper. So, include all the section titles and write a little about them. The structural elements that a research summary must consist of are:

It represents the topic of the research. Try to phrase it so that it includes the key findings or conclusion of the task.

The abstract gives a context of the research paper. Unlike the abstract at the beginning of a paper, the abstract here, should be very short since you’ll be working with a limited word count.

Introduction

This is the most crucial section of a research summary as it helps readers get familiarized with the topic. You should include the definition of your topic, the current state of the investigation, and practical relevance in this part. Additionally, you should present the problem statement, investigative measures, and any hypothesis in this section.

Methodology

This section provides details about the methodology and the methods adopted to conduct the study. You should write a brief description of the surveys, sampling, type of experiments, statistical analysis, and the rationality behind choosing those particular methods.

Create a list of evidence obtained from the various experiments with a primary analysis, conclusions, and interpretations made upon that. In the paper research paper, you will find the results section as the most detailed and lengthy part. Therefore, you must pick up the key elements and wisely decide which elements are worth including and which are worth skipping.

This is where you present the interpretation of results in the context of their application. Discussion usually covers results, inferences, and theoretical models explaining the obtained values, key strengths, and limitations. All of these are vital elements that you must include in the summary.

Most research papers merge conclusion with discussions. However, depending upon the instructions, you may have to prepare this as a separate section in your research summary. Usually, conclusion revisits the hypothesis and provides the details about the validation or denial about the arguments made in the research paper, based upon how convincing the results were obtained.

The structure of a research summary closely resembles the anatomy of a scholarly article . Additionally, you should keep your research and references limited to authentic and  scholarly sources only.

Tips for Writing a Research Summary

The core concept behind undertaking a research summary is to present a simple and clear understanding of your research paper to the reader. The biggest hurdle while doing that is the number of words you have at your disposal. So, follow the steps below to write a research summary that sticks.

1. Read the parent paper thoroughly

You should go through the research paper thoroughly multiple times to ensure that you have a complete understanding of its contents. A 3-stage reading process helps.

a. Scan: In the first read, go through it to get an understanding of its basic concept and methodologies.

b. Read: For the second step, read the article attentively by going through each section, highlighting the key elements, and subsequently listing the topics that you will include in your research summary.

c. Skim: Flip through the article a few more times to study the interpretation of various experimental results, statistical analysis, and application in different contexts.

Sincerely go through different headings and subheadings as it will allow you to understand the underlying concept of each section. You can try reading the introduction and conclusion simultaneously to understand the motive of the task and how obtained results stay fit to the expected outcome.

2. Identify the key elements in different sections

While exploring different sections of an article, you can try finding answers to simple what, why, and how. Below are a few pointers to give you an idea:

• What is the research question and how is it addressed?
• Is there a hypothesis in the introductory part?
• What type of methods are being adopted?
• What is the sample size for data collection and how is it being analyzed?
• What are the most vital findings?
• Do the results support the hypothesis?

Discussion/Conclusion

• What is the final solution to the problem statement?
• What is the explanation for the obtained results?
• What is the drawn inference?
• What are the various limitations of the study?

3. Prepare the first draft

Now that you’ve listed the key points that the paper tries to demonstrate, you can start writing the summary following the standard structure of a research summary. Just make sure you’re not writing statements from the parent research paper verbatim.

Instead, try writing down each section in your own words. This will not only help in avoiding plagiarism but will also show your complete understanding of the subject. Alternatively, you can use a summarizing tool (AI-based summary generators) to shorten the content or summarize the content without disrupting the actual meaning of the article.

SciSpace Copilot is one such helpful feature! You can easily upload your research paper and ask Copilot to summarize it. You will get an AI-generated, condensed research summary. SciSpace Copilot also enables you to highlight text, clip math and tables, and ask any question relevant to the research paper; it will give you instant answers with deeper context of the article..

4. Include visuals

One of the best ways to summarize and consolidate a research paper is to provide visuals like graphs, charts, pie diagrams, etc.. Visuals make getting across the facts, the past trends, and the probabilistic figures around a concept much more engaging.

5. Double check for plagiarism

It can be very tempting to copy-paste a few statements or the entire paragraphs depending upon the clarity of those sections. But it’s best to stay away from the practice. Even paraphrasing should be done with utmost care and attention.

Also: QuillBot vs SciSpace: Choose the best AI-paraphrasing tool

6. Religiously follow the word count limit

You need to have strict control while writing different sections of a research summary. In many cases, it has been observed that the research summary and the parent research paper become the same length. If that happens, it can lead to discrediting of your efforts and research summary itself. Whatever the standard word limit has been imposed, you must observe that carefully.

7. Proofread your research summary multiple times

The process of writing the research summary can be exhausting and tiring. However, you shouldn’t allow this to become a reason to skip checking your academic writing several times for mistakes like misspellings, grammar, wordiness, and formatting issues. Proofread and edit until you think your research summary can stand out from the others, provided it is drafted perfectly on both technicality and comprehension parameters. You can also seek assistance from editing and proofreading services , and other free tools that help you keep these annoying grammatical errors at bay.

8. Watch while you write

Keep a keen observation of your writing style. You should use the words very precisely, and in any situation, it should not represent your personal opinions on the topic. You should write the entire research summary in utmost impersonal, precise, factually correct, and evidence-based writing.

9. Ask a friend/colleague to help

Once you are done with the final copy of your research summary, you must ask a friend or colleague to read it. You must test whether your friend or colleague could grasp everything without referring to the parent paper. This will help you in ensuring the clarity of the article.

Once you become familiar with the research paper summary concept and understand how to apply the tips discussed above in your current task, summarizing a research summary won’t be that challenging. While traversing the different stages of your academic career, you will face different scenarios where you may have to create several research summaries.

In such cases, you just need to look for answers to simple questions like “Why this study is necessary,” “what were the methods,” “who were the participants,” “what conclusions were drawn from the research,” and “how it is relevant to the wider world.” Once you find out the answers to these questions, you can easily create a good research summary following the standard structure and a precise writing style.

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What is Research Methodology? Definition, Types, and Examples

Research methodology 1,2 is a structured and scientific approach used to collect, analyze, and interpret quantitative or qualitative data to answer research questions or test hypotheses. A research methodology is like a plan for carrying out research and helps keep researchers on track by limiting the scope of the research. Several aspects must be considered before selecting an appropriate research methodology, such as research limitations and ethical concerns that may affect your research.

The research methodology section in a scientific paper describes the different methodological choices made, such as the data collection and analysis methods, and why these choices were selected. The reasons should explain why the methods chosen are the most appropriate to answer the research question. A good research methodology also helps ensure the reliability and validity of the research findings. There are three types of research methodology—quantitative, qualitative, and mixed-method, which can be chosen based on the research objectives.

What is research methodology ?

A research methodology describes the techniques and procedures used to identify and analyze information regarding a specific research topic. It is a process by which researchers design their study so that they can achieve their objectives using the selected research instruments. It includes all the important aspects of research, including research design, data collection methods, data analysis methods, and the overall framework within which the research is conducted. While these points can help you understand what is research methodology, you also need to know why it is important to pick the right methodology.

Why is research methodology important?

Having a good research methodology in place has the following advantages: 3

• Helps other researchers who may want to replicate your research; the explanations will be of benefit to them.
• You can easily answer any questions about your research if they arise at a later stage.
• A research methodology provides a framework and guidelines for researchers to clearly define research questions, hypotheses, and objectives.
• It helps researchers identify the most appropriate research design, sampling technique, and data collection and analysis methods.
• A sound research methodology helps researchers ensure that their findings are valid and reliable and free from biases and errors.
• It also helps ensure that ethical guidelines are followed while conducting research.
• A good research methodology helps researchers in planning their research efficiently, by ensuring optimum usage of their time and resources.

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Types of research methodology.

There are three types of research methodology based on the type of research and the data required. 1

• Quantitative research methodology focuses on measuring and testing numerical data. This approach is good for reaching a large number of people in a short amount of time. This type of research helps in testing the causal relationships between variables, making predictions, and generalizing results to wider populations.
• Qualitative research methodology examines the opinions, behaviors, and experiences of people. It collects and analyzes words and textual data. This research methodology requires fewer participants but is still more time consuming because the time spent per participant is quite large. This method is used in exploratory research where the research problem being investigated is not clearly defined.
• Mixed-method research methodology uses the characteristics of both quantitative and qualitative research methodologies in the same study. This method allows researchers to validate their findings, verify if the results observed using both methods are complementary, and explain any unexpected results obtained from one method by using the other method.

What are the types of sampling designs in research methodology?

Sampling 4 is an important part of a research methodology and involves selecting a representative sample of the population to conduct the study, making statistical inferences about them, and estimating the characteristics of the whole population based on these inferences. There are two types of sampling designs in research methodology—probability and nonprobability.

• Probability sampling

In this type of sampling design, a sample is chosen from a larger population using some form of random selection, that is, every member of the population has an equal chance of being selected. The different types of probability sampling are:

• Systematic —sample members are chosen at regular intervals. It requires selecting a starting point for the sample and sample size determination that can be repeated at regular intervals. This type of sampling method has a predefined range; hence, it is the least time consuming.
• Stratified —researchers divide the population into smaller groups that don’t overlap but represent the entire population. While sampling, these groups can be organized, and then a sample can be drawn from each group separately.
• Cluster —the population is divided into clusters based on demographic parameters like age, sex, location, etc.
• Convenience —selects participants who are most easily accessible to researchers due to geographical proximity, availability at a particular time, etc.
• Purposive —participants are selected at the researcher’s discretion. Researchers consider the purpose of the study and the understanding of the target audience.
• Snowball —already selected participants use their social networks to refer the researcher to other potential participants.
• Quota —while designing the study, the researchers decide how many people with which characteristics to include as participants. The characteristics help in choosing people most likely to provide insights into the subject.

What are data collection methods?

During research, data are collected using various methods depending on the research methodology being followed and the research methods being undertaken. Both qualitative and quantitative research have different data collection methods, as listed below.

Qualitative research 5

• One-on-one interviews: Helps the interviewers understand a respondent’s subjective opinion and experience pertaining to a specific topic or event
• Document study/literature review/record keeping: Researchers’ review of already existing written materials such as archives, annual reports, research articles, guidelines, policy documents, etc.
• Focus groups: Constructive discussions that usually include a small sample of about 6-10 people and a moderator, to understand the participants’ opinion on a given topic.
• Qualitative observation : Researchers collect data using their five senses (sight, smell, touch, taste, and hearing).

Quantitative research 6

• Sampling: The most common type is probability sampling.
• Interviews: Commonly telephonic or done in-person.
• Observations: Structured observations are most commonly used in quantitative research. In this method, researchers make observations about specific behaviors of individuals in a structured setting.
• Document review: Reviewing existing research or documents to collect evidence for supporting the research.
• Surveys and questionnaires. Surveys can be administered both online and offline depending on the requirement and sample size.

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What are data analysis methods.

The data collected using the various methods for qualitative and quantitative research need to be analyzed to generate meaningful conclusions. These data analysis methods 7 also differ between quantitative and qualitative research.

Quantitative research involves a deductive method for data analysis where hypotheses are developed at the beginning of the research and precise measurement is required. The methods include statistical analysis applications to analyze numerical data and are grouped into two categories—descriptive and inferential.

Descriptive analysis is used to describe the basic features of different types of data to present it in a way that ensures the patterns become meaningful. The different types of descriptive analysis methods are:

• Measures of frequency (count, percent, frequency)
• Measures of central tendency (mean, median, mode)
• Measures of dispersion or variation (range, variance, standard deviation)
• Measure of position (percentile ranks, quartile ranks)

Inferential analysis is used to make predictions about a larger population based on the analysis of the data collected from a smaller population. This analysis is used to study the relationships between different variables. Some commonly used inferential data analysis methods are:

• Correlation: To understand the relationship between two or more variables.
• Cross-tabulation: Analyze the relationship between multiple variables.
• Regression analysis: Study the impact of independent variables on the dependent variable.
• Frequency tables: To understand the frequency of data.
• Analysis of variance: To test the degree to which two or more variables differ in an experiment.

Qualitative research involves an inductive method for data analysis where hypotheses are developed after data collection. The methods include:

• Content analysis: For analyzing documented information from text and images by determining the presence of certain words or concepts in texts.
• Narrative analysis: For analyzing content obtained from sources such as interviews, field observations, and surveys. The stories and opinions shared by people are used to answer research questions.
• Discourse analysis: For analyzing interactions with people considering the social context, that is, the lifestyle and environment, under which the interaction occurs.
• Grounded theory: Involves hypothesis creation by data collection and analysis to explain why a phenomenon occurred.
• Thematic analysis: To identify important themes or patterns in data and use these to address an issue.

How to choose a research methodology?

Here are some important factors to consider when choosing a research methodology: 8

• Research objectives, aims, and questions —these would help structure the research design.
• Review existing literature to identify any gaps in knowledge.
• Check the statistical requirements —if data-driven or statistical results are needed then quantitative research is the best. If the research questions can be answered based on people’s opinions and perceptions, then qualitative research is most suitable.
• Sample size —sample size can often determine the feasibility of a research methodology. For a large sample, less effort- and time-intensive methods are appropriate.
• Constraints —constraints of time, geography, and resources can help define the appropriate methodology.

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How to write a research methodology .

A research methodology should include the following components: 3,9

• Research design —should be selected based on the research question and the data required. Common research designs include experimental, quasi-experimental, correlational, descriptive, and exploratory.
• Research method —this can be quantitative, qualitative, or mixed-method.
• Reason for selecting a specific methodology —explain why this methodology is the most suitable to answer your research problem.
• Research instruments —explain the research instruments you plan to use, mainly referring to the data collection methods such as interviews, surveys, etc. Here as well, a reason should be mentioned for selecting the particular instrument.
• Sampling —this involves selecting a representative subset of the population being studied.
• Data collection —involves gathering data using several data collection methods, such as surveys, interviews, etc.
• Data analysis —describe the data analysis methods you will use once you’ve collected the data.
• Research limitations —mention any limitations you foresee while conducting your research.
• Validity and reliability —validity helps identify the accuracy and truthfulness of the findings; reliability refers to the consistency and stability of the results over time and across different conditions.
• Ethical considerations —research should be conducted ethically. The considerations include obtaining consent from participants, maintaining confidentiality, and addressing conflicts of interest.

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The methods section is a critical part of the research papers, allowing researchers to use this to understand your findings and replicate your work when pursuing their own research. However, it is usually also the most difficult section to write. This is where Paperpal can help you overcome the writer’s block and create the first draft in minutes with Paperpal Copilot, its secure generative AI feature suite.  

With Paperpal you can get research advice, write and refine your work, rephrase and verify the writing, and ensure submission readiness, all in one place. Here’s how you can use Paperpal to develop the first draft of your methods section.  

• Generate an outline: Input some details about your research to instantly generate an outline for your methods section 
• Develop the section: Use the outline and suggested sentence templates to expand your ideas and develop the first draft.  
• P araph ras e and trim : Get clear, concise academic text with paraphrasing that conveys your work effectively and word reduction to fix redundancies. 
• Choose the right words: Enhance text by choosing contextual synonyms based on how the words have been used in previously published work.  
• Check and verify text : Make sure the generated text showcases your methods correctly, has all the right citations, and is original and authentic. .   

You can repeat this process to develop each section of your research manuscript, including the title, abstract and keywords. Ready to write your research papers faster, better, and without the stress? Sign up for Paperpal and start writing today!

Frequently Asked Questions

Q1. What are the key components of research methodology?

A1. A good research methodology has the following key components:

• Research design
• Data collection procedures
• Data analysis methods
• Ethical considerations

Q2. Why is ethical consideration important in research methodology?

A2. Ethical consideration is important in research methodology to ensure the readers of the reliability and validity of the study. Researchers must clearly mention the ethical norms and standards followed during the conduct of the research and also mention if the research has been cleared by any institutional board. The following 10 points are the important principles related to ethical considerations: 10

• Participants should not be subjected to harm.
• Respect for the dignity of participants should be prioritized.
• Full consent should be obtained from participants before the study.
• Participants’ privacy should be ensured.
• Confidentiality of the research data should be ensured.
• Anonymity of individuals and organizations participating in the research should be maintained.
• The aims and objectives of the research should not be exaggerated.
• Affiliations, sources of funding, and any possible conflicts of interest should be declared.
• Communication in relation to the research should be honest and transparent.
• Misleading information and biased representation of primary data findings should be avoided.

Q3. What is the difference between methodology and method?

A3. Research methodology is different from a research method, although both terms are often confused. Research methods are the tools used to gather data, while the research methodology provides a framework for how research is planned, conducted, and analyzed. The latter guides researchers in making decisions about the most appropriate methods for their research. Research methods refer to the specific techniques, procedures, and tools used by researchers to collect, analyze, and interpret data, for instance surveys, questionnaires, interviews, etc.

Research methodology is, thus, an integral part of a research study. It helps ensure that you stay on track to meet your research objectives and answer your research questions using the most appropriate data collection and analysis tools based on your research design.

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• Research methodologies. Pfeiffer Library website. Accessed August 15, 2023. https://library.tiffin.edu/researchmethodologies/whatareresearchmethodologies
• Types of research methodology. Eduvoice website. Accessed August 16, 2023. https://eduvoice.in/types-research-methodology/
• The basics of research methodology: A key to quality research. Voxco. Accessed August 16, 2023. https://www.voxco.com/blog/what-is-research-methodology/
• Sampling methods: Types with examples. QuestionPro website. Accessed August 16, 2023. https://www.questionpro.com/blog/types-of-sampling-for-social-research/
• What is qualitative research? Methods, types, approaches, examples. Researcher.Life blog. Accessed August 15, 2023. https://researcher.life/blog/article/what-is-qualitative-research-methods-types-examples/
• What is quantitative research? Definition, methods, types, and examples. Researcher.Life blog. Accessed August 15, 2023. https://researcher.life/blog/article/what-is-quantitative-research-types-and-examples/
• Data analysis in research: Types & methods. QuestionPro website. Accessed August 16, 2023. https://www.questionpro.com/blog/data-analysis-in-research/#Data_analysis_in_qualitative_research
• Factors to consider while choosing the right research methodology. PhD Monster website. Accessed August 17, 2023. https://www.phdmonster.com/factors-to-consider-while-choosing-the-right-research-methodology/
• What is research methodology? Research and writing guides. Accessed August 14, 2023. https://paperpile.com/g/what-is-research-methodology/
• Ethical considerations. Business research methodology website. Accessed August 17, 2023. https://research-methodology.net/research-methodology/ethical-considerations/

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How to Write Research Methodology

Last Updated: May 27, 2024 Approved

This article was co-authored by Alexander Ruiz, M.Ed. and by wikiHow staff writer, Jennifer Mueller, JD . Alexander Ruiz is an Educational Consultant and the Educational Director of Link Educational Institute, a tutoring business based in Claremont, California that provides customizable educational plans, subject and test prep tutoring, and college application consulting. With over a decade and a half of experience in the education industry, Alexander coaches students to increase their self-awareness and emotional intelligence while achieving skills and the goal of achieving skills and higher education. He holds a BA in Psychology from Florida International University and an MA in Education from Georgia Southern University. wikiHow marks an article as reader-approved once it receives enough positive feedback. In this case, several readers have written to tell us that this article was helpful to them, earning it our reader-approved status. This article has been viewed 526,337 times.

The research methodology section of any academic research paper gives you the opportunity to convince your readers that your research is useful and will contribute to your field of study. An effective research methodology is grounded in your overall approach – whether qualitative or quantitative – and adequately describes the methods you used. Justify why you chose those methods over others, then explain how those methods will provide answers to your research questions. [1] X Research source

Describing Your Methods

• In your restatement, include any underlying assumptions that you're making or conditions that you're taking for granted. These assumptions will also inform the research methods you've chosen.
• Generally, state the variables you'll test and the other conditions you're controlling or assuming are equal.

• If you want to research and document measurable social trends, or evaluate the impact of a particular policy on various variables, use a quantitative approach focused on data collection and statistical analysis.
• If you want to evaluate people's views or understanding of a particular issue, choose a more qualitative approach.
• You can also combine the two. For example, you might look primarily at a measurable social trend, but also interview people and get their opinions on how that trend is affecting their lives.

• For example, if you conducted a survey, you would describe the questions included in the survey, where and how the survey was conducted (such as in person, online, over the phone), how many surveys were distributed, and how long your respondents had to complete the survey.
• Include enough detail that your study can be replicated by others in your field, even if they may not get the same results you did. [4] X Research source

• Qualitative research methods typically require more detailed explanation than quantitative methods.
• Basic investigative procedures don't need to be explained in detail. Generally, you can assume that your readers have a general understanding of common research methods that social scientists use, such as surveys or focus groups.

• For example, suppose you conducted a survey and used a couple of other research papers to help construct the questions on your survey. You would mention those as contributing sources.

Justifying Your Choice of Methods

• Describe study participants specifically, and list any inclusion or exclusion criteria you used when forming your group of participants.
• Justify the size of your sample, if applicable, and describe how this affects whether your study can be generalized to larger populations. For example, if you conducted a survey of 30 percent of the student population of a university, you could potentially apply those results to the student body as a whole, but maybe not to students at other universities.

• Reading other research papers is a good way to identify potential problems that commonly arise with various methods. State whether you actually encountered any of these common problems during your research.

• If you encountered any problems as you collected data, explain clearly the steps you took to minimize the effect that problem would have on your results.

• In some cases, this may be as simple as stating that while there were numerous studies using one method, there weren't any using your method, which caused a gap in understanding of the issue.
• For example, there may be multiple papers providing quantitative analysis of a particular social trend. However, none of these papers looked closely at how this trend was affecting the lives of people.

Connecting Your Methods to Your Research Goals

• Depending on your research questions, you may be mixing quantitative and qualitative analysis – just as you could potentially use both approaches. For example, you might do a statistical analysis, and then interpret those statistics through a particular theoretical lens.

• For example, suppose you're researching the effect of college education on family farms in rural America. While you could do interviews of college-educated people who grew up on a family farm, that would not give you a picture of the overall effect. A quantitative approach and statistical analysis would give you a bigger picture.

• If in answering your research questions, your findings have raised other questions that may require further research, state these briefly.
• You can also include here any limitations to your methods, or questions that weren't answered through your research.

• Generalization is more typically used in quantitative research. If you have a well-designed sample, you can statistically apply your results to the larger population your sample belongs to.

Template to Write Research Methodology

Community Q&A

• Organize your methodology section chronologically, starting with how you prepared to conduct your research methods, how you gathered data, and how you analyzed that data. [13] X Research source Thanks Helpful 0 Not Helpful 0
• Write your research methodology section in past tense, unless you're submitting the methodology section before the research described has been carried out. [14] X Research source Thanks Helpful 0 Not Helpful 0
• Discuss your plans in detail with your advisor or supervisor before committing to a particular methodology. They can help identify possible flaws in your study. [15] X Research source Thanks Helpful 0 Not Helpful 0

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• ↑ http://expertjournals.com/how-to-write-a-research-methodology-for-your-academic-article/
• ↑ http://libguides.usc.edu/writingguide/methodology
• ↑ https://www.skillsyouneed.com/learn/dissertation-methodology.html
• ↑ https://uir.unisa.ac.za/bitstream/handle/10500/4245/05Chap%204_Research%20methodology%20and%20design.pdf
• ↑ https://elc.polyu.edu.hk/FYP/html/method.htm

About This Article

To write a research methodology, start with a section that outlines the problems or questions you'll be studying, including your hypotheses or whatever it is you're setting out to prove. Then, briefly explain why you chose to use either a qualitative or quantitative approach for your study. Next, go over when and where you conducted your research and what parameters you used to ensure you were objective. Finally, cite any sources you used to decide on the methodology for your research. To learn how to justify your choice of methods in your research methodology, scroll down! Did this summary help you? Yes No

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• What Is a Research Design | Types, Guide & Examples

What Is a Research Design | Types, Guide & Examples

Published on June 7, 2021 by Shona McCombes . Revised on November 20, 2023 by Pritha Bhandari.

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

• Your overall research objectives and approach
• Whether you’ll rely on primary research or secondary research
• Your sampling methods or criteria for selecting subjects
• Your data collection methods
• The procedures you’ll follow to collect data
• Your data analysis methods

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

Table of contents

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

• Introduction

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

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

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

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

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

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

Practical and ethical considerations when designing research

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

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

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

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

Types of quantitative research designs

Quantitative designs can be split into four main types.

• Experimental and   quasi-experimental designs allow you to test cause-and-effect relationships
• Descriptive and correlational designs allow you to measure variables and describe relationships between them.

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

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

Types of qualitative research designs

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

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

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

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

Defining the population

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

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

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

• Sampling methods

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

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

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

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

Case selection in qualitative research

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

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

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

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

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

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

Survey methods

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

Observation methods

Observational studies allow you to collect data unobtrusively, observing characteristics, behaviors or social interactions without relying on self-reporting.

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

Other methods of data collection

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

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

Secondary data

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

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

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

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

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

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

Operationalization

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

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

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

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

Reliability and validity

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

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

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

Sampling procedures

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

That means making decisions about things like:

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

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

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

Data management

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

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

Keeping your data well-organized will save time when it comes to analyzing it. It can also help other researchers validate and add to your findings (high replicability ).

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

Quantitative data analysis

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

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

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

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

Using inferential statistics , you can:

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

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

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

Qualitative data analysis

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

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

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

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

• Simple random sampling
• Stratified sampling
• Cluster sampling
• Likert scales
• Reproducibility

 Statistics

• Null hypothesis
• Statistical power
• Probability distribution
• Effect size
• Poisson distribution

Research bias

• Optimism bias
• Cognitive bias
• Implicit bias
• Hawthorne effect
• Anchoring bias
• Explicit bias

A research design is a strategy for answering your   research question . It defines your overall approach and determines how you will collect and analyze data.

A well-planned research design helps ensure that your methods match your research aims, that you collect high-quality data, and that you use the right kind of analysis to answer your questions, utilizing credible sources . This allows you to draw valid , trustworthy conclusions.

Quantitative research designs can be divided into two main categories:

• Correlational and descriptive designs are used to investigate characteristics, averages, trends, and associations between variables.
• Experimental and quasi-experimental designs are used to test causal relationships .

Qualitative research designs tend to be more flexible. Common types of qualitative design include case study , ethnography , and grounded theory designs.

The priorities of a research design can vary depending on the field, but you usually have to specify:

• Your research questions and/or hypotheses
• Your overall approach (e.g., qualitative or quantitative )
• The type of design you’re using (e.g., a survey , experiment , or case study )
• Your data collection methods (e.g., questionnaires , observations)
• Your data collection procedures (e.g., operationalization , timing and data management)
• Your data analysis methods (e.g., statistical tests  or thematic analysis )

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

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

Operationalization means turning abstract conceptual ideas into measurable observations.

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

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

A research project is an academic, scientific, or professional undertaking to answer a research question . Research projects can take many forms, such as qualitative or quantitative , descriptive , longitudinal , experimental , or correlational . What kind of research approach you choose will depend on your topic.

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Research Methodologies: Research Methodologies

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• Quantitative Research Methods
• Qualitative Research Methods
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What are research methodologies?

According to Dawson (2019), a research methodology is the primary principle that will guide your research.  It becomes the general approach in conducting research on your topic and determines what research method you will use. A research methodology is different from a research method because research methods are the tools you use to gather your data (Dawson, 2019).  You must consider several issues when it comes to selecting the most appropriate methodology for your topic.  Issues might include research limitations and ethical dilemmas that might impact the quality of your research.  Descriptions of each type of methodology are included below.

Quantitative Research Methodologies

Quantitative research methodologies are meant to create numeric statistics by using survey research to gather data (Dawson, 2019).  This approach tends to reach a larger amount of people in a shorter amount of time.  According to Labaree (2020), there are three parts that make up a quantitative research methodology:

• Sample population
• How you will collect your data (this is the research method)
• How you will analyze your data

Once you decide on a methodology, you can consider the method to which you will apply your methodology.

Qualitative Research Methodologies

Qualitative research methodologies examine the behaviors, opinions, and experiences of individuals through methods of examination (Dawson, 2019).  This type of approach typically requires less participants, but more time with each participant.  It gives research subjects the opportunity to provide their own opinion on a certain topic.

Examples of Qualitative Research Methodologies

• Action research:  This is when the researcher works with a group of people to improve something in a certain environment.  It is a common approach for research in organizational management, community development, education, and agriculture (Dawson, 2019).
• Ethnography:  The process of organizing and describing cultural behaviors (Dawson, 2019).  Researchers may immerse themselves into another culture to receive in "inside look" into the group they are studying.  It is often a time consuming process because the researcher will do this for a long period of time.  This can also be called "participant observation" (Dawson, 2019).
• Feminist research:  The goal of this methodology is to study topics that have been dominated by male test subjects.  It aims to study females and compare the results to previous studies that used male participants (Dawson, 2019).
• Grounded theory:  The process of developing a theory to describe a phenomenon strictly through the data results collected in a study.  It is different from other research methodologies where the researcher attempts to prove a hypothesis that they create before collecting data.  Popular research methods for this approach include focus groups and interviews (Dawson, 2019).

Mixed Method Methodologies

A mixed methodology allows you to implement the strengths of both qualitative and quantitative research methods.  In some cases, you may find that your research project would benefit from this.  This approach is beneficial because it allows each methodology to counteract the weaknesses of the other (Dawson, 2019).  You should consider this option carefully, as it can make your research complicated if not planned correctly.

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• Next: Selecting a Methodology >>
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Research Summary

Ai generator.

A research paper analyzes a perspective or argues a point. It is an expanded essay based on your interpretation, evaluation or argument about a certain topic.

According to Sunny Empire State College , “When you write a research paper you build upon what you know about the subject and make a deliberate attempt to find out what experts know. A research paper involves surveying a field of knowledge in order to find the best possible information in that field.” Whatever type of research paper you choose to write, it should present your own ideas backed with others’ (especially experts on the field) information and data.

Every research paper has a research summary. A research summary is a brief overview of what the whole research is about. It is a professional piece of writing that describes your research to the readers. It concisely yet perfectly captures the essence of the research as a whole. You may also see What Should Be in an Executive Summary of a Report?

Fundamentals of a Research Summary

Having a good template for a research summary is nothing if you don’t know its importance and basic function. Before you start writing your research summary, you should first know its fundamentals on the areas you need to pay attention to such as its content, style and organization.

• The content of your research summary must briefly discuss the techniques and tools used in the research and the importance of the research as a whole. Explain how the research can be of benefit for the people.
• To organize your research summary, each topic must be discussed in separate paragraphs. How you came up with a factual research must be briefly explained in a separate paragraph.
• If you have a lengthy research paper, try not to write not more than 10% of the entire paper. If it’s not as lengthy, you should not write more than 300 words in your summary.

However, rules may vary according to your research professor’s standards. This is just the basic fundamentals on how to write your research summary. Also see  Thesis Outline Examples

How to Write a Research Summary

It is apparent that a research summary is a condensed version of the main idea of your research paper. Because of this, it is advised that the summary of your paper is written after you are done with your entire research. This is to ensure that all the added information in your research can be written in your summary as well and all of those that removed can be edited out. Here are a few steps on how to write a research summary:

Read your paper

It should be a fact you should know beforehand; the importance of reading your entire research paper thoroughly to write an effective research summary. Along the way, take notes of the important details and key findings that you want to highlight in your paper. This will help you organize your summary better. Remember that your research summary is a mini-paper of your study and it should contain the main ideas of your entire research.

Write a draft

For your first draft, focus on the content rather than the length of your summary. Your draft is your first outline on what to include in the final summary. Writing a draft ensures you write a clear, thorough and coherent summary of your research paper. Also see  How to Write a Rough Outline

Identify main points

Within your research paper, you must identify the major points that will encourage prospective readers to go through your research paper. These major points must thoroughly and completely explain what the paper is trying to convey.

Separate sections

Identify the differences of the main section in your paper. Write a few sentences describing the main ideas of each section. In short, you should be able to present and thoroughly describe what each main section is focused on. It should have these basic sections:

• Introduction, brief opening statement
• Purpose of the study
• Data gathering method
• Summary of findings
• Description of recommendations with actual justification.

Combine Information

All the information you have gathered must be then used to make your summary. Remember that your summary is just an overview of your research paper as a whole. It should be not be more than 10% of your whole paper. Also see  5 Summary Writing Examples and Samples

Making The First Draft

After establishing the basic way of writing a research summary, it is a must to write a first draft. It should follow the flow of the original paper. Here’s a few steps on how to make a first draft:

First, state the research question in the introduction of your summary. This holds the ground as to the summary’s direction. Provide an explanation why your research is interesting and how it can help your target recipients.

Second, state the hypothesis you wish to prove. This will help you and your readers stay grounded on the topic at hand.

Third, briefly discuss the methodology used in your research. Discuss and describe the procedure, materials, participants, design, etc. The analysis of your data must also be included. You may also see  How to Write a Successful Thesis Proposal

Fourth, describe the results and significance of your research. And lastly, briefly discuss the key implications of your research. The results and its interpretation should directly coincide with your hypothesis.

Editing your Research Summary

A research paper is a formal piece of writing. Your summary should be tailored to your expected readers. Say for example the prospective readers are your classmates, so the style of your paper should be clearly understood by them.

Eliminate wordiness. Avoid using unnecessary adjectives and adverbs. Write in a way it would be easier for your readers to understand. It is common for research papers to establish a word count. Avoid elongating your sentences when it has shorter versions.

Being vague in describing and explaining the points of your paper might lead to confusion in your readers part. Use specific, concrete language when presenting results. Use reliable and specific examples and references as well. You should also use scientifically accurate language to help support your claims. Avoid informal words and adjectives to describe the results of your research.

Paraphrase the information you want to include in your research paper. Direct quoting the information you have read from a different source is not oftenly used in formal writings. To give the exact credit for the information you paraphrased, follow the citation format required by your professor.

Reread your paper and let others read it as well. This way minor errors you were not able to notice can be quickly pointed out and corrected.

Research Summary Writing Tips

Your research summary should not be more than 10 pages long or not more than 10% of your original document. This keeps your research summary concise and compact. It should be short enough for your readers to read through but long enough for you to clearly explain your study.

Copy and paste

Avoid simply copy and pasting different parts of your paper into your summary. You should paraphrase parts that you want to include. As most research advisers read through all of your paper, it can easily be identified if you have copy-pasted parts from your research and might give you a bad grade.

Consider the readers

Although not a requirement from your professor, catering your summary to what the readers need is sometimes required. As some studies are given out to different influential people in the field, writing a summary that caters to the readers’ necessities might be required.

Research Article Summary Template

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Research Writing Summary Tips (continuation)

Clarity and organization.

One of the common mistakes in writing a research is publishing an unclear and unpolished summary. Bear in mind that your readers are likely reading about the topic of your research for the first time, avoid unclear and uncertain explanations and a disorganized summary.

Use strong and positive language

Use precise and strong words to help strengthen the foundation of your summary. Your summary should be able to stand alone despite it being a part of the research paper. Once you have convinced your readers with the recommendations regarding the topic of your paper, the readers should be able to find concrete evidence and explanations within your summary. Avoid pleas and biased statements in your summary, but make sure you are able to relay the sense of urgency for the recommendations you have given.

Divide into parts

To make things easier for you, divide your paper into different sections and headings, much like creating an outline. With this in mind, every point should be explained limited to its essence. In this way, you avoid writing too much information about your paper in your summary.

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10 Examples of Public speaking

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• Open access
• Published: 23 July 2024

The “what, why, and how?” of story completion in health services research: a scoping review

• Candelyn Yu Pong 1 ,
• Nicola J. Roberts 4 &
• Elaine Lum 1 , 2 , 3  

BMC Medical Research Methodology volume  24 , Article number:  159 ( 2024 ) Cite this article

Metrics details

The story completion method provides a different way of doing qualitative research. We note the emergent popularity of this method in health-related research, while much remains to be negotiated in terms of best practices for such studies. This scoping review aims to provide a synthesis on how researchers have used the story completion method in health services research. We offer implications for research and practice for further discussion by the scholarly community.

We used the JBI methodology for scoping reviews. Six databases were searched for published literature till March 1, 2023: Medline, Embase, CINAHL, PsycINFO, SAGE Journals Online databases, and SAGE Research Methods. We included primary studies of any study design using the story completion method in health services research.

A total of 17 studies were included. Findings suggest that the story completion method is useful for research on sensitive topics, and affords the use of comparative study designs and large sample sizes which may be difficult with conventional qualitative research methods. More than 80% of included studies used story completion as the sole method. However, the data collected from this method were limited in terms of the inferences that can be drawn; and richness of participant responses may vary widely. Less than 30% of included studies reported piloting of the story stems. Most studies were conducted online and analyzed qualitatively, though the story stem design and sample size varied widely.

The story completion method, with its attendant affordances for larger sample sizes, comparative study designs, and streamlined data collection is an innovative and useful stand-alone or adjunct qualitative method for health services research.

Peer Review reports

Qualitative methods increasingly underpin robust population health research, health services research, and implementation research [ 1 , 2 , 3 ]. The insights provided by qualitative methods allow us to appropriately design, execute, and evaluate a plethora of healthcare programs and innovations, including digital health and AI-augmented healthcare [ 4 , 5 , 6 ].

Qualitative methods used in these fields include interviews and focus groups. These methods are often time and resource intensive [ 7 ], and arguably less efficacious in eliciting uncensored views especially for topics that are socio-culturally sensitive [ 8 ]. In that, participants may adjust their positions on an issue to align with what they perceive as accepted social or cultural discourses, perhaps to avoid potential repercussions [ 9 ].

Story completion is a method not often used in population health, health services, and implementation research. Given its attributes, apart from being used on its own to explore socio-culturally sensitive topics, story completion promises to be a useful adjunct to semi-structured interviews and focus groups. The story completion method has already garnered much interest in the scholarly community, with several published discussions regarding its utility and issues [ 10 , 11 ], flexibility as a method across disciplines [ 12 ], and potential for decolonizing research methodologies [ 13 ].

What is story completion?

Story completion, first used in quantitative developmental psychology research and in psychoanalysis as a projective technique for clinical assessment, was subsequently re-developed as a qualitative method by Kitzinger for feminist research [ 8 ]. Importantly, Kitzinger re-conceptualized story completion in the mid-1990s as a way “to access not just psychological meanings but also social discourses” [ 8 ]. More recently, Clarke and colleagues re-ignited interest in this method with the publication of a special issue “Using Story Completion Methods in Qualitative Research” in the Qualitative Research in Psychology journal [ 8 ]. Although story completion originated as a pen-and-paper task, this method has been increasingly administered online. Hence, the moniker, digital story completion.

In typical story completion studies, participants are presented with one or several hypothetical scenarios that act as writing prompts (story stems) and asked to complete the story however they like (Table 1 ). In example 1, researchers used story completion as a stand-alone qualitative method to collect narratives from Australian adults regarding their views on the COVID-19 restrictions implemented, and how it affected their health and well-being [ 14 ]. The story completion method was chosen due to its ability to examine social discourses, meanings, norms, and assumptions; and researchers were interested to understand how individuals would react to constantly changing situations, such as COVID-19 restrictions [ 14 ]. In example 2, researchers also used story completion as a stand-alone method to explore how evangelical Christians perceive depression [ 15 ]. Story completion method was chosen in this case due to the stigma associated with depression or mental health in general; and as this method does not explicitly obtain respondents’ personal experiences or views, it reduces the risk of social desirability bias [ 15 ].

A key advantage of the story completion method is its ability to side-step solely direct personal experiences to include socio-cultural discourse and representations, which enables researchers to understand meaning-making frameworks of a particular social group [ 10 ]. Other notable advantages of the method include the ability to accommodate larger samples of participants relative to traditional qualitative methods, and the contentious use of comparative study designs, uncommon in qualitative research [ 10 ].

A perceived weakness of this method has to do with the invitation to participants to be imaginative when responding to the story stem, triggering some researchers (and users of research) to be concerned that “anything goes.” To alleviate this concern, we recognize the bi-directional connection between imagination and experience, where imagination is influenced by an individual’s experiences [ 16 ] and “experiences are partly constituted through the stories within [one’s] socio-cultural landscapes [ 17 ]. So, despite its apparent playfulness, story completion holds merit as a sole method and as a useful adjunct to traditional qualitative methods in multiple- or mixed-methods studies.

Rationale for this review

We observed a steady increase via PubMed in the number of studies using story completion for health-related research in the last five years. While each study justifies and explains its use, it is our opinion that much needs to be clarified and negotiated about best practices for this method. For example, how should story stems be derived? How and when to use comparator groups? How large should the sample be to yield adequate data for meaningful analysis? These questions pertain to future discussions about best practices or ‘shoulds’. However, we first need to understand the current landscape. In this scoping review we elicited how the story completion method has been used in health-related research. Specifically, we were interested in: (a) the target populations and/or health conditions, (b) the study designs used, (c) how story stems were derived, (d) how data were analyzed, (e) other research methods used to triangulate data from the story completion method, and (f) strengths and weaknesses of the method stated by study authors. Our findings serve as a useful resource or starting point for health services researchers interested in using the story completion method, when planning or designing their study.

Search strategy

This study was carried out in accordance with the JBI methodology for scoping review [ 18 ]. The protocol was published on Open Science Framework (available here: https://osf.io/rk2e6/ ) [ 19 ]. We developed a search strategy using the PRESS guidelines [ 20 ] and consulted university librarians for refinement around the following key terms: story completion and health services research (Additional File 1 ). We searched six databases: Medline, Embase, CINAHL, PsycINFO, SAGE Journals Online databases, and SAGE Research Methods for published literature till March 1, 2023.

Eligibility criteria

Inclusion criteria: a primary study of any study design using the story completion method in health services research. For the purposes of this review, we defined story completion as a type of qualitative research method where study participants are asked to complete a story based on an assigned story “stem” or opening [ 8 ], and health services research as an interdisciplinary study of scientific investigation that explores how social determinants, financial policies, organizational systems and structures, medical technology, and individual actions influence cost, access, quality of healthcare, and also our well-being and health [ 21 ]. This definition of health services research does not confine it to the provision of health services or health structures, but also includes the exploration of how social determinants and individual behaviors affect health and well-being. The World Health Organization recognizes social determinants such as social exclusion and discrimination as important factors that can affect access to healthcare and health equity in negative ways [ 22 ]. Hence, studies investigating perceptions of potentially stigmatizing conditions or sexual orientations which are likely to influence how/whether those individuals seek help/healthcare have been included. Studies were excluded if they were editorials, commentaries, discussion papers, methodological papers (non-empirical), conference papers, systematic reviews, meta-analyses, or study protocols.

Selection of studies

Three researchers (CP, NJR, EL) independently conducted title/abstract and full text screening of studies captured by the search strategy. Conflicts at both screening stages were resolved through discussion by two lead researchers (NJR, EL). Covidence ® , a web-based software for conducting reviews (Veritas Health Innovation, Melbourne, Australia) and Endnote 20 (Clarivate Analytics, PA, USA) were used for screening and managing citations respectively. Studies in languages other than English were translated using ChatGPT (OpenAI, CA, USA) and screened by two researchers (CP, EL), to determine eligibility.

Data extraction and data analysis

A standardized form was developed for data extraction using Google Forms. The following data were extracted: publication year, author, country of study, characteristics of the study population, study aim(s), study design, description of the story completion study, sample size, how story stems were derived, how data was captured and analyzed including type of analysis (e.g. Braun & Clarke’s reflexive thematic analysis, etc.), other research methods used to triangulate data (e.g. semi-structured interviews, surveys, focus groups, etc.), reported strengths and weaknesses of the story completion method, assumptions and underlying theories.

The form was piloted by three researchers (CP, NJR, EL) using three included studies, and refined accordingly. How we operationalized data extraction is shown in Additional File 2 . Two researchers (CP, EL) independently completed data extraction for the remaining studies. Publication year and sample size were extracted as numerical values. Other data points expressed as textual data were summarized rather than extracted verbatim from included studies, apart from author, country of study, and study aims. For example, data point “characteristics of the study population” were summarized as “Australia-based adults aged 18 and above during the COVID-19 pandemic”, “adolescents aged 14–25 years old with complex regional pain syndrome” and so forth. Descriptive statistics, where appropriate, were used to summarize extracted data in Excel ® (Version 1808 (Microsoft)). For example, to provide a numerical count of how many included studies were single country versus multi-country, and so forth.

The search yielded 278 studies. After removing 75 duplicates, 203 studies remained for screening. At full text screening stage there were nine studies reported in languages other than English which were translated using ChatGPT; these did not meet eligibility criteria and were excluded. A total of 17 studies were included in this review (Fig.  1 ). The list of included studies is provided as Additional File 3 .

PRISMA-scoping review flow diagram [ 18 ]

Study characteristics

The main characteristics of included studies are summarized in Table  2 . The majority were single country studies (15/17, 88·2%), originating from the European region (9/17, 52·9%) and Western Pacific region (4/17, 23·5%). Most of the studies were published between 2021 and 2023 (9/17, 52·9%). In terms of the study design used, of the 17 studies, 13 (76·5%) were qualitative, three (3/17, 17·6%) used a mixed-method design, and one (1/17, 5·9%) used a multi-method design (Table  2 ). We used the following definitions for mixed-method and multi-method studies, respectively. Mixed-method studies use two or more methods in a single research project comprising both qualitative and quantitative approaches, that involves the connection, integration, or linking of these two approaches [ 23 ]. Multi-method studies use two or more solely qualitative or solely quantitative methods in a single research project [ 24 ]. In addition, although the story completion method allows for comparative study designs, this was adopted by only three studies (3/17, 17·6%) [ 25 , 26 , 27 ].

Description of the story completion study

Most studies asked participants to complete one story stem each, with the exception of five studies (5/17, 29·4%) which asked each participant to complete either two [ 30 , 31 , 32 ] or three story stems [ 33 , 34 ]. Of these five studies, four provided multiple story stems to allow a diversity of illnesses, genders, socio-economic groups, or occupations to be included in the stem [ 30 , 32 , 33 , 34 ]; while one did not provide a rationale for having multiple stems. Story stems provided were fairly brief, consisting of two to five short sentences. Examples of story stems can be found in Table 1 .

For single story stem studies ( n  = 12), most provided the same story opening to every participant, except three (3/12, 25.0%) which adopted a comparative design where study authors developed two story stems of the same narrative but with different protagonists in terms of gender [ 25 , 26 ] or occupation [ 27 ]. Participants were allocated [ 25 ] or randomly allocated to either stem [ 26 , 27 ]. Another study (1/12, 8.3%) randomized each participant to one of three story stems pertaining to the research, with results from each stem analyzed separately [ 35 ]. Of the five multi-story stems studies, three (3/5, 60.0%) provided the story openings in the same order for participants [ 31 , 33 , 34 ]. Two studies (2/5, 40.0%) counterbalanced the order of the story openings with half the participants presented with the first story stem followed by the second story stem while the other half were presented with the second story stem followed by the first [ 30 , 32 ].

Most studies provided participant guidelines for either time (minutes) and/or length (number of words/ characters/ sentences) for story responses (10/17, 58·8%), though these varied widely among studies (Table  3 ). Sample size varied widely among studies as well; ranging from 17 to as large as 227 (Table  3 ).

Populations studied and health conditions

Study aims, populations studied, and health conditions are shown in Table  3 . Study participants were recruited from general populations or subgroups of general populations (e.g. adolescents, gay men), or were working adults in the healthcare industry and/or students in a health-related course. Most studies targeted a particular health condition (13/17, 76·5%). Of those that did, six studies focused on mental health conditions (6/17, 35·3%), three on chronic diseases (3/17, 17·6%), and one on cancer (1/17, 5·9%).

Study aims of some included studies are socio-culturally sensitive. For example, in the study by Lloyd et al 2022 one of the aims was to “explore how self-harm is perceived” [ 36 ], while Walsh et al 2010 aimed to “explore the ways in which ‘anorexic’ and ‘bulimic’ young women are discursively constructed by those who neither self-identify as ‘eating disordered’ nor are involved in ‘eating disorder’ interventions” [ 32 ].

How story stems were derived

Story stems were constructed by study authors in most studies, except for four studies (4/17, 23.5%) where study authors reported using either published literature or a theoretical framework to inform the development of story stems [ 27 , 33 , 36 , 37 ], and one study (1/17, 5.9%) which derived and modified the story stems based on the Wallace (1956) measure [ 31 , 38 ]. The Wallace measure estimates how far into the future a person typically plans (future time perspective) and consists of two types of questions concerning timeframes about future actions or outcomes [ 38 ]. For example, the first type of question may ask participants to list 10 events that will occur in their lives and the age they would expect to be for each event. The second type of question asks participants to write endings to story stems (i.e. story completion) and to indicate the duration in which the story occurred (e.g. “x” minutes, days, years).

The majority of studies did not pre-test the story stems (12/17, 70·6%); of those that did, they were either piloted to ensure clarity [ 15 , 30 , 35 , 36 ] or to prevent potential narrowing of responses [ 9 ]. Most studies adopted third-person story stem(s), except two studies (2/17, 11.8%) that used a first-person story stem to allow participants to reflect on their perceived future [ 39 , 40 ].

How data was captured and analyzed

Twelve out of 17 studies (70·6%) administered the story completion task online. The remaining five studies (5/17, 29.4%) were administered either in-person [ 31 , 34 ], a combination of both in-person and online [ 9 ], or did not report the mode of data collection [ 30 , 32 ]. Most studies analyzed the data qualitatively (14/17, 82·4%), with Braun & Clarke’s reflexive thematic analysis [ 41 ] as the most commonly used approach (12/17, 70·6%) (Table  2 ). However, three studies (3/17, 17.6%) applied a quantitative approach to the analysis of story completion data, as follows. The study by Nimbley et al. 2021 analyzed the stories collected using the Linguistic Inquiry and Word Count (LIWC) program which identified and coded words against pre-selected categories pertaining to positive or negative emotions, social, and cognitive dimensions determined by study authors [ 39 ]. The LIWC program subsequently generated quantitative data in the form of frequencies (counts) and proportions of words against these categories, which were further analyzed using statistical programs such as SPSS [ 39 ]. In the study by Jones et al. 2009, participants were asked to complete two story stems and to also indicate the duration in which the story occurred (e.g. minutes, days, years). The duration was quantitatively analyzed (salient to their research question), while the stories collected were not subjected to further analysis [ 31 ]. The study by Tichenor et al. 1977 analyzed the stories collected via deductive coding using a schema of 12 categories pre-developed by study authors, then assigning a frequency score [ 34 ]. The rates of expression for each of these categories were standardized through dividing the frequency scores by the number of words written by participants and multiplying this number by a constant of 1000 [ 34 ].

Research methods used to triangulate data

The majority of studies did not use other research methods to triangulate the data from the story completion method, with the exception of two (2/17, 11.8%) that used surveys [ 30 , 34 ] and one that used semi-structured interviews (1/17, 5·9%) [ 40 ]. Of the two studies that used surveys to triangulate data, one conducted the survey prior to the story completion task [ 30 ] whilst the other did not specify the order in which the tasks were carried out [ 34 ]. The sole study that used semi-structured interviews conducted them after the story completion task to explore the stories crafted by participants in greater detail [ 40 ].

Reported strengths and weaknesses of the story completion method

The story completion method is reported to be useful for exploring sensitive topics and vulnerable populations [ 9 , 15 , 25 , 32 , 36 , 37 , 42 ] as it does not require participants to reveal their personal experiences [ 14 , 27 , 33 ]. Instead of actual behaviors, story completion method uncovers participants’ unconscious and subconscious patterns and ways of sense-making as well as perceptions towards a given scenario, beyond their lived experiences [ 9 , 14 , 15 , 27 , 35 , 42 ], thereby reducing the risk of social desirability bias [ 15 , 36 ].

Hence, this method reportedly allows study authors the potential to obtain rich data pertaining to both individual and collective experiences of major social events and problems [ 14 , 30 ] that may not be elicited through more conventional data collection methods [ 26 , 27 ]. Additionally, data from a larger group of participants can be collected more efficiently, relative to other forms of qualitative methods [ 26 , 40 ].

However, the story completion method is not without weaknesses. Study authors discerned that as the story completion method does not explicitly obtain participants’ personal experiences [ 15 , 27 , 36 ], it limits the inferences that can be derived from the findings [ 14 , 37 ]. When crafting responses, participants may exaggerate the protagonist’s life to produce a “good” story that they would otherwise not have done in a more conventional data collection method [ 32 ] or orientate their responses to include more social elements than what they would have otherwise given due to the type of story stem provided [ 40 ].

Additionally, study authors reported that participants’ engagement with the story stem varied widely. Some would provide complex and detailed responses while others produced superficial and short stories [ 25 ], and some may misinterpret the task and provide a theoretical account of the assigned story opening instead of completing the story [ 25 , 26 ]. Study authors also noted that in common with other qualitative research, it is hard to recruit male participants [ 26 ].

Underpinning philosophy

Most studies specified the ontology, epistemology, or theoretical lens used (10/17, 58·8%). The top three were social constructionism (4/17, 23·5%), critical realism (2/17, 11·8%), and epistemic contextualism (2/17, 11·8%) (Table  2 ). Study authors deemed the story completion method to be compatible with their selected underpinning philosophy, which was in turn used to inform interpretation of the narratives collected.

This scoping review provides a synthesis of how the story completion method has been used in health services research thus far. Our findings serve as a useful resource for health services researchers interested in exploring and using the story completion method, when planning or designing their study. We found several distinct advantages of the story completion method, suggesting its usefulness as either a sole or adjunct approach to undertaking qualitative research, provided its shortcomings are mitigated.

First, the story completion method enables large sample sizes as the collection of data can be done in a relatively efficient way, compared to traditional qualitative methods such as semi-structured interviews. Several studies included in this scoping review reported sample sizes of over 100 [ 9 , 15 , 26 , 31 , 36 , 37 ], the largest being 227 [ 31 ]. In contrast, the average sample size was between 18 and 45 in a recent systematic analysis of sample sizes for interview-based studies published over a 15-year period in health research journals [ 43 ]. Second, the story completion method can accommodate comparative study designs, which is unusual in qualitative methods, and useful for systematically eliciting differences in variables salient to the research question (e.g. male/female, novice/expert, and so forth). An overview of the story completion method by Clarke et al. 2019 underscores that this advantage allows a more “nuanced understanding of how a particular phenomenon is socially constructed” [ 8 ]. Third, story completion is especially appropriate for research on sensitive topics as it minimizes the risk of social desirability bias, a common problem reported in qualitative health research literature [ 44 ]. This is because in contrast to qualitative methods such as semi-structured interviews, the story completion method allows participants to respond to socio-culturally sensitive topics as a third party and to participate anonymously (assuming the story stem references a third party e.g. “Tom”, “Ali”, and data collection was conducted via an online platform). In our review, conditions that carry social stigma such as mental health issues and eating disorders, were target health conditions among included studies.

The shortcomings of the story completion method reported by study authors are acknowledged in methodological discussions about this innovative approach [ 10 , 11 ]. The non-intrusive data collection afforded by the story completion method might limit the inferences study authors can draw from the findings as responses might not reflect participants’ lived experiences [ 14 , 15 , 27 , 36 , 37 ]. However, Clarke et al. 2019 cautions that whether this constitutes a problem depends on the ontological stance taken: “Essentialist/realist/(post)positivist researchers may be concerned that data may not reflect or predict “real-life” behaviour. By contrast, for social constructionist or critical realist researchers interested in the sociocultural meanings or discourses people draw on when writing their stories, this critique holds no water” [ 8 ].

Additionally, story completion is a fixed self-administered task unlike other qualitative research methods such as semi-structured interviews or focus groups where researchers and participants interact to co-shape the research-in-progress. Hence, some participants may misinterpret the task [ 25 , 26 ] or provide responses that fall short of the study authors’ requirements or expectations. When confronted with such data, researchers need to judge whether these responses are sufficiently meaningful to warrant inclusion in the dataset for analysis [ 11 ]. Misinterpretation of the story completion task can be mitigated by piloting to ensure clarity [ 15 , 30 , 35 , 36 ] or to prevent potential narrowing of responses [ 9 ]. Yet, piloting of story stems was conducted by less than a third of included studies.

We note that most studies used story completion as the sole method rather than as an adjunct method. For example, other quantitative or qualitative research methods were not used to triangulate data from the story completion method. Admittedly, some research questions may not require more than a single method. However, the wider literature recognizes the potentially complementary pairing of the story completion method with another method such as semi-structured interviews [ 11 , 12 ].

Most studies adopted a qualitative approach to data analysis, with Braun & Clarke’s reflexive thematic analysis [ 41 ] being the most prominently used. Story stems were brief to allow participants the freedom to construct their own stories; and story stem design varied widely, with the most common being participants completing a single third-person story stem, with the same story opening provided to all.

Since the COVID-19 pandemic, the pace of research has sped up significantly [ 45 ]. Researchers engaged in population health, health services, or implementation research have worked on ways to accelerate actionable outputs without compromising scientific rigor; for example, rapid qualitative analysis to reduce the time taken to analyze qualitative data [ 46 , 47 ] and methods to hasten on-the-ground implementation [ 48 ]. The story completion method, with its attendant affordances for larger sample sizes, comparative study designs, and streamlined data collection adds to these innovative methods.

Limitations and strengths

There are some limitations to this review. First, we may have missed capturing some studies as the search was restricted to peer-reviewed articles and we did not manually search the reference lists of included papers to identify potential studies for inclusion. Second, we did not include an assessment of the reporting quality of included studies. We attempted to assess the reporting quality of 14 out of 17 included studies which conducted qualitative analysis on collected data, using an established checklist for reporting qualitative research — the Consolidated Criteria for Reporting Qualitative Research, COREQ [ 49 ]. However, many items on the COREQ checklist were neither appropriate nor relevant to the reporting of story completion studies; for example, interview guide, repeat interviews, field notes, participant checking, and so forth. We are mindful of salient scholarly critique regarding COREQ’s trustworthiness and reliability in reflecting the quality of reporting [ 50 ]. Therefore, we could not justifiably adapt COREQ for the purposes of this study.

Strengths of this review include having an extensive search strategy and broad inclusion criteria, allowing us to retrieve as many relevant studies as possible. University librarians were consulted for refinement of search strategy and included studies were not limited to a particular search period or geographical area. We piloted our data extraction form to evaluate its ability to capture relevant study information. Issues were flagged and the form was revised accordingly prior to actual extraction by two researchers.

Implications for research and practice

Currently, there are no universally agreed best practice nor reporting standard for the story completion method in health services research. Given the various ways in which the story completion method has been used in this scoping review, we offer several suggestions for research and practice for further discussions by the scholarly community.

First, piloting is crucial and recommended by key proponents of the story completion method [ 8 , 11 ]. Story completion is a fixed task unlike other qualitative methods such as semi-structured interviews or focus groups where it is possible to iteratively modify the questions as participants co-shape the research-in-progress. Piloting is a smart way to ensure that both the instructions and story stem(s) provided to participants are clear, to prevent misinterpretations.

Second, consider using other quantitative or qualitative research methods to triangulate or corroborate the data from the story completion method if thorough investigation of the research question(s) requires more than one method. While a methodological strength of the story completion method is that it uncovers participants’ patterns and ways of sense-making beyond their lived experiences [ 9 , 14 , 15 , 27 , 35 , 42 ], this also means that there may be limited inferences that can be drawn from the findings since responses may not reflect participants’ realities. Hence, pairing story completion with a story-mediated interview, for example, may lend further insights [ 12 ].

Third, as story completion studies are markedly different from traditional qualitative research methods, having an agreed set of reporting criteria for such studies will be useful for health services researchers. For example, a minimalist set of reporting criteria could comprise the 10-item JBI critical appraisal checklist for qualitative research [ 51 ] plus a description of the study design, development of the story stems, number of participants/sample size, and how participants completed the task in terms of modality, the number of story stems per participant, and sequence of story stem presentation.

The story completion method is an exciting and innovative way of doing qualitative research, and has the potential to be used more widely. This scoping review generated a comprehensive summary of how the story completion method has been used in health-related research. Findings and suggestions for research and practice serve as useful resources for researchers interested in experimenting with and adopting the story completion method in their work.

Data availability

The dataset supporting the conclusions of this article are available in the Open Science Framework repository, https://osf.io/rk2e6/.

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Acknowledgements

We thank university librarians from these institutions for consultations on the search strategy: Queensland University of Technology, Australia and Edinburgh Napier University, United Kingdom.

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Candelyn Yu Pong & Elaine Lum

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Nicola J. Roberts

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Author contributions described according to the CRediT taxonomy as follows. Conceptualized the study: EL. Drafted, revised, and finalized the study protocol including search strategy: CYP, EL, and NJR. Conducted the study: CYP and EL. Curated and analyzed the data: CYP and EL. Interpreted the data: EL, CYP, and NJR. Supervised the study: EL. Wrote the first draft of the manuscript including data visualizations: CYP and EL. Revised the manuscript following peer review: EL. Provided critical input to the first draft of the manuscript: NJR. Provided critical input to the revised manuscript: NJR and CYP. All authors approved the final manuscript for submission.

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Pong, C.Y., Roberts, N.J. & Lum, E. The “what, why, and how?” of story completion in health services research: a scoping review. BMC Med Res Methodol 24 , 159 (2024). https://doi.org/10.1186/s12874-024-02274-7

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Best CBD Oils For Back Pain In 2024

Medically Reviewed

Back pain is a common experience, affecting 39% of U.S. adults in 2019, according to the Centers for Disease Control and Prevention (CDC) [1] Back, Lower Limb, and Upper Limb Pain Among U.S. Adults, 2019 . Centers for Disease Control and Prevention. Accessed 6/7/2024. . Some individuals may be interested in cannabidiol (CBD) oil to help alleviate back pain.

In a market flooded with CBD products, it can be difficult to choose a high-quality CBD oil for back pain relief. To narrow down the options, Forbes Health analyzed data on over 150 CBD oils made from plants grown in the U.S. All have a certificate of analysis (COA), are third-party tested by ISO 17025-compliant laboratories, pass tests for pesticides, heavy metals and molds, and contain no more than 0.3% THC by dry weight. Read on to discover which CBD oils for back pain made our list.

Why You Can Trust Forbes Health

The Forbes Health editorial team prioritizes the accuracy and integrity of the data collected. Our ranking is based on quantitative data and is free from conflicts of interest. We carefully fact check the information featured in our ranking and are committed to producing rankings and supplemental content about CBD that readers can trust. You can read more about our editorial guidelines and our CBD methodology for the rankings below.

• 70+ CBD brands considered
• 150+ CBD oil products evaluated
• 20 metrics analyzed
• Best CBD Oil
• Best CBD Creams
• Best CBD Gummies
• Best CBD Capsules
• CBD Oil Benefits
• Best CBD Gummies For Anxiety
• Science-Backed Benefits Of CBD Oil

• Full Spectrum CBD (1000 to 6000 milligrams)
• CBN (150 to 300 milligrams)
• Curated blend of terpenes
• Organic, vegan-friendly and gluten-free
• Formulated to help you sleep without leaving you feeling groggy the next morning

5 Best CBD Oils for Back Pain of 2024

Aspen green relief organic full spectrum cbd oil, canna river full spectrum cbd classic tincture (3,000 milligrams), batch cbd gold reserve blend (4,000 milligrams), five cbd full spectrum cbd + thc oil, lazarus naturals full spectrum, high potency cbd oil tincture, methodology: how we picked the best cbd oils for back pain of 2024, how does cbd oil work for back pain, types of cbd oils for back pain, how to use cbd oil for back pain, what to consider before buying cbd oil for back pain, summary: best cbd oils for back pain of 2024, frequently asked questions (faqs), our top cbd oils for back pain.

• Best High-Potency: Aspen Green Relief Organic Full Spectrum CBD Oil
• Best Flavor Variety: Canna River Full Spectrum CBD Classic Tincture (3,000 milligrams)
• Best With CBG: Batch CBD Gold Reserve Blend (4,000 milligrams)
• Best Rewards Program: Five CBD Full Spectrum CBD + THC Oil
• Best Ingredient List: Lazarus Naturals Full Spectrum, High Potency CBD Oil Tincture

• Manufacturer price: $149.99 ($5 per 1-milliliter serving)
• 133 milligrams of full-spectrum CBD per serving
• 30 milliliters per container (30 servings)
• USDA certified organic
• Flavors available: Cherry
• Better Business Bureau rating: Not available
• Trustpilot rating: 2.9 out 5 stars

Aspen Green Relief Organic Full Spectrum CBD Oil is the most expensive product on our list, but it’s also one of the more potent products available with 133 milligrams of CBD and 2.5 milligrams of THC per serving. What’s more, this CBD oil contains additional botanical ingredients like organic extracts of chamomile, black cumin seed, ginger and rosemary, which may offer pain-relieving and anti-inflammatory benefits, according to research.

If you’re an experienced CBD user who knows your body experiences better back pain relief with a higher potency, Aspen Green Relief Organic Full Spectrum CBD Oil may be an excellent choice. The product contains more THC than other products on our list, which may enhance analgesic (pain-relieving) qualities.

• Non-GMO, vegan and gluten-free
• Made in an FDA-registered facility, according to the company
• Detailed dosing guide available on product website and clearly marked doses on dropper
• Company offers a 60-day return policy
• Third-party tested for potentially harmful ingredients
• More expensive than other CBD oils on our list
• Not suitable for customers seeking a THC-free oil
• Only available in one flavor (cherry)
• High potency may not appeal to all consumers
• Contains coconut, which may not be ideal for those with tree nut allergies

• Manufacturer price: $40 ($1.33 per 1-milliliter serving)
• 100 milligrams of full-spectrum CBD per serving
• Not USDA certified organic
• Flavors available: Natural, lemon raspberry, mango peach, sweet mint
• Better Business Bureau rating: A+ (Not accredited)
• Trustpilot rating: Not available

Canna River Full Spectrum CBD Classic Tincture is a potent and affordable option for those seeking a high-quality CBD oil. It’s available in natural, lemon raspberry, mango peach and sweet mint flavors, which is a wider flavor variety than many other CBD oils on the market. The natural (unflavored) variant of this CBD oil contains only two ingredients, medium chain triglyceride (MCT) oil and full-spectrum hemp distillate, while the flavored versions also contain natural and artificial flavors and sucralose.

I like this product because it delivers a high potency of CBD per serving at an affordable cost. This CBD oil also comes in four different potencies and sizes, so users can adjust dosing up or down to find their sweet spot for CBD pain relief. I’m also impressed by Canna River’s generous discount policy for teachers, military veterans, first responders and several other groups.

• Affordable price for a higher-potency CBD oil
• Available in 1,500 milligram, 3,000 milligram, 6,000 milligram and 12,000 milligram potency options
• Non-GMO, gluten-free and cruelty-free, according to the company
• Free shipping available for most U.S. states
• Company offers a 30% discount for certain community members like military veterans, teachers, first responders, medical professionals and more
• Company offers a 60-day money-back guarantee
• 15-milliliter bottle size may not last an entire month if users follow the company’s recommended daily serving guidelines
• Flavored options contain the artificial sweetener sucralose
• Free shipping isn’t available for customers in Hawaii or Alaska
• Full label information isn’t viewable on the product’s website images

• Manufacturer price: $149.99 ($2.50 per 0.5-milliliter serving)
• 67 milligrams of full-spectrum CBD per serving
• 30 milliliters per container (60 servings)
• Flavors available: Slightly citrus

Batch’s Gold Reserve blend is the company’s most potent CBD oil, delivering 67 milligrams of full-spectrum CBD per serving. Each 30-milliliter bottle contains 4,000 milligrams of CBD and 2,000 milligrams of cannabigerol (CBG), which research suggests may contain anti-inflammatory properties. What’s more, this CBD oil contains a “clarity” terpene blend that includes essential oils and pinene—a plant-based compound that may offer pain-relieving effects. This high concentration of cannabinoids is best suited for consumers who have experience using CBD products, according to the company. Although only available in one flavor, Batch describes this CBD oil as having a mild taste with a slightly citrus flavor derived from organic orange and lemon oils.

This product appeals to me because the hemp is grown on Batch’s farm in Wisconsin, and the company’s operations take place under one roof, including formulations created by the company’s in-house chemist. Also, the “30-day happiness guarantee” allows customers to purchase with confidence and return products easily.

• Made from 100% organic hemp grown on Batch’s farm in Wisconsin, according to the company
• Gluten-free, vegan-friendly and non-GMO
• The company claims to ship within 24 business hours
• 30-day “happiness guarantee” allows users to return a product for free within 30 days of purchase
• Subscription options helps customers save 20% per purchase
• Free shipping available on all orders over $75
• More expensive than many competing CBD oils
• Unclear whether product is USDA certified organic
• Only one potency available
• Orders aren’t shipped on weekends or holidays
• Single flavor option may not appeal to all customers

• Manufacturer price: $49.99 ($1.67 per 1-milliliter serving)
• 50 milligrams of full-spectrum CBD per serving
• Flavors available: Citrus and mint chocolate
• Trustpilot rating: 2.8 out of 5 stars

Five CBD’s Full Spectrum CBD and THC Oil provides 1,500 milligrams of CBD and 60 milligrams of THC per 30-milliliter bottle, which is less than 0.3% THC by dry weight, making this product accessible in all states. However, the company notes the amount of cannabinoids may vary from what’s noted on the label and are approximated based on the most recent certificate of analysis (COA). This CBD oil comes in two flavors—citrus and mint chocolate—made from natural extracts. What’s more, the company offers a rewards program where users can earn and redeem points to access discounts. Every 100 points translates to $10 off an order, according to the company.

While 50 milligrams of CBD per dose might be too high for people new to CBD, it may be just right for others. I’m an experienced CBD user and find that when I keep my CBD dose between 50 to 60 milligrams per day, I sleep better and feel less stressed. I don’t experience much pain in general, but that dose is what I’d personally aim for to reduce pain.

• More affordable than many similar CBD oils
• Vegan-friendly
• COA easily accessible on company’s website
• Offers a 30-day risk-free trial for new customers
• Free shipping on all subscribe-and-save orders and for purchases $75 and over
• Rewards program allows customers to redeem points for discounts
• Only available in two flavors (citrus and mint chocolate)
• 50 milligrams of CBD per dose may be a high amount for beginners
• Full ingredients list not available on company website
• Some Trustpilot reviews report poor customer service

• Flavors available: Classic, chocolate mint, strawberry lemonade
• Better Business Bureau rating: B- (Not accredited)
• Trustpilot rating: 3.4 out of 5 stars

Lazarus Naturals Full Spectrum, High Potency CBD Oil Tincture is made from hemp grown on the company’s farms in Oregon. Each order is packed in the company’s facility using materials recycled from post-consumer waste, and the company strives to be carbon-neutral by 2030. The product is available in three flavors: classic (unflavored), chocolate mint and strawberry lemonade.

This is one of my favorite products on our list because of the low price point while offering a medium potency of 50 milligrams per serving. Free shipping on orders over $50 appeals to me as well. I’m also impressed with Lazarus Naturals’ sustainability policies like using recycled packing materials to reduce the company’s carbon footprint.

• Contains just three clean ingredients: Organic hempseed oil, coconut-derived MCT oil and hemp extract
• Certified kosher and USDA certified organic
• 90-day “stress-free guarantee,” which allows users to return products for free within 90 days of purchase
• Free shipping on all orders over $50
• Company offers up to 60% discounts for veterans, people on long-term disability and those with qualifying low incomes
• May not be suitable for people with tree nut allergies (contains coconut)
• Users who have been advised against eating grapefruit may not be able to use this product
• Some reviews report an unpleasant taste
• 50 milligrams of CBD per dose may be high for beginners
• No subscription option available

To determine the best CBD oils for back pain, the Forbes Health editorial team analyzed data on over 100 full-spectrum (meaning it contains all compounds in the cannabis plant) CBD oil products that:

• Are made from plants grown in the U.S.
• Have a readily available certificate of analysis (COA)
• Are third-party tested by ISO 17025-compliant laboratories
• Pass all tests for pesticides, heavy metals and molds
• Contain no more than 0.3% THC by dry weight.

We then ranked the CBD oil based on the following factors:

• Price (25%)
• Potency (40%)
• Gluten-free (5%)
• Vegan-friendly (5%)
• Organic (5%)
• Non-GMO (5%)
• Contains all-natural ingredients (10%)
• Number of flavor options available (5%)

Serving sizes vary based on the product and its nutritional label. We provided per-serving pricing and full product pricing to help you determine the best value.

Note that all products listed may contain THC which could lead to a positive result on a drug test.

Read more about our CBD review methodology

• Made with full spectrum USDA Organic CBD
• 25 or 50mg of CBD per serving
• No flavoring, no preservatives
• Grown in Kentucky
• Third-party lab tested

CBD oils are among the most popular forms of CBD preferred by U.S. consumers and are often used to reduce pain, according to a recent Forbes Health survey of 2,000 U.S. adults [2] CBD Statistics, Data And Use (2024) . Forbes Health. Accessed 6/4/2024. .

Scientists are still trying to fully understand the ways in which CBD works on many different pain receptors in our body, says Eloise Theisen, chief nursing officer at Leaf 411, a cannabis nurse hotline and cannabis resource center. However, research indicates CBD binds with and stimulates receptors in the body’s endocannabinoid system, a network of organs that helps balance various bodily functions, including pain .

Clinical human trials exploring how CBD oil may relieve back pain are limited, but  some research suggests CBD may have beneficial effects on chronic pain in general. A small, eight-week 2019 study assessed 97 participants who took opioids for chronic pain. Researchers found that more than half (53%) of individuals who took two capsules containing a combination of 30 milligrams of CBD and 1 milligram of THC twice a day reduced or eliminated opioid use and reported improvements to quality of life [3] Capano A, Weaver R, Burkman E. Evaluation of the effects of CBD hemp extract on opioid use and quality of life indicators in chronic pain patients: a prospective cohort study . Postgrad Med. 2020;132(1):56-61. .

Factors that influence how well CBD oil may work for pain, according to Theisen, include:

• Product quality
• Frequency of use
• Dosage amount
• Duration of CBD use
• Receiving additional pain treatments, such as physical therapy, massage, hot and cold packs and medications

CBD oils typically fall into one of three categories : full spectrum, broad spectrum and isolate.

Full Spectrum

Full-spectrum CBD oil is a hemp extract that contains CBD and multiple additional compounds of the cannabis plant, including terpenes, which create the aroma characteristic of cannabis. Full-spectrum CBD typically contains less than 0.3% tetrahydrocannabinol ( THC ), the part of the cannabis plant that can lead to an intoxicatingly psychoactive “high.”  This small amount of THC usually doesn’t lead to psychoactive effects, however.

Instead, multiple compounds found in the cannabis plant work synergistically to create what’s known as the “entourage effect,” which may increase pain-relieving benefits, says Theisen. “THC stimulates cannabinoid receptors in our endocannabinoid system which also play an important role in reducing pain and inflammation,” adds Theisen.

Broad Spectrum

Broad-spectrum CBD is a hemp extract that typically contains all compounds of the cannabis plant except THC. “Broad-spectrum CBD is thought to still provide some entourage effect,” says Theisen. Some individuals may experience less back pain relief when taking broad-spectrum CBD as opposed to full spectrum, she notes.

CBD Isolate

CBD isolate is also extracted from the cannabis sativa plant. However, isolate contains pure CBD without THC or any additional cannabinoids, meaning this type of CBD oil does not create the entourage effect. Those who are interested in using CBD isolate may need to work with a health care provider to find a dose that effectively alleviates pain.

New CBD users may want to begin with a low dose of 5 to 10 milligrams of CBD oil once per day for back pain, recommends Theisen. She also suggests individuals keep a log of daily dosage amounts, timing and how long it takes to feel effects like back pain relief (if any). It may also be beneficial to record how long back pain relief lasts and if any side effects occur, which may include dizziness, dry mouth, drowsiness or low blood pressure, says Theisen.

“Take that information down for about two weeks,” recommends Theisen. From there, an individual may start to see trends in pain relief (or the lack of it), she says. For best results, work with a cannabis clinician, such as a cannabis nurse or another knowledgeable health care provider, who can help individuals find the right type and dose for them, adds Theisen.

Theisen recommends working with a cannabis clinician instead of experimenting with dose amounts yourself. “There are so many products to choose from, and getting a good quality product to start with can increase your chances of success,” says Theisen. “Working with someone who can assess the situation and follow the treatment plan helps ensure that one is using CBD safely and effectively,” she adds.

If an individual’s CBD oil dose is working, they should feel some back pain relief within the first two weeks, says Theisen. If there’s no pain relief after two weeks, consider gradually increasing dosages. If someone hasn’t experienced pain relief after three months, even with higher doses and experimenting with different brands and additional compounds (like CBG , CBN or THC), CBD oil may not be the right treatment for the condition, notes Theisen.

Health Risks of CBD Oil

A health care practitioner may recommend avoiding CBD if you’re taking any of numerous medications that can interact with CBD, including:

• Citalopram (Celexa) and fluoxetine (Prozac). CBD may cause these medications to take longer to break down, increasing levels of these drugs in the body and their side effects.
• Lithium. Higher doses of CBD may increase lithium levels in the body, increasing one’s risk of lithium toxicity.
• Carbamazepine (Tegretol). CBD may decrease how quickly the body is able to break down this medication, increasing levels of the drug and its side effects.
• Medications changed and broken down by the liver. CBD may impact how quickly the liver breaks down the medication, possibly changing the effects and side effects of drugs.
• Medications that increase or decrease the breakdown of other medications by the liver. Some medications impact how quickly the liver breaks down CBD, which can impact the effects and side effects of the cannabinoid.
• Methadone. Taking CBD with methadone may increase the effects and side effects of the medication.
• Sedative medications like benzodiazepines, barbiturates and some sleep medicines. Taking CBD with sedative medications may cause drowsiness and/or breathing problems.
• Tamoxifen (Nolvadex). CBD may impact how quickly the body is able to break down tamoxifen, affecting the drug’s levels in the body.
• Warfarin. CBD may increase warfarin levels in the body, which may increase the risk of bleeding.
• Melatonin and valerian. Taking these herbal supplements alongside CBD may cause slowed breathing and/or excessive drowsiness.

Additionally, individuals who are pregnant or breastfeeding should avoid using CBD, since some CBD products may contain contaminants that can harm the fetus or infant.

CBD may also cause side effects like changes in alertness, irritability, drowsiness and gastrointestinal distress, such as nausea or diarrhea. Consult with a health care provider to determine whether it’s safe for you to use CBD products.

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When choosing a CBD oil, look for the item’s certificate of analysis (COA) on the company website. The COA is a third-party laboratory report showing amounts of CBD, THC and other cannabinoids in the product. The report also tests for heavy metals, pesticides and other contaminants for quality and safety.

It may also be beneficial to consider factors like cost, preferred CBD oil type (those who undergo drug testing, for instance, may want to avoid full-spectrum CBD oils), organic ingredients, flavor variety and potency.

Before purchasing a CBD oil for back pain, visit your primary care physician, pain specialist, orthopaedist or another health care practitioner to determine the root cause of your pain. A health care provider can perform a physical exam and, if necessary, order imaging to check for any changes or potential reasons for back pain.

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How much CBD will help with back pain?

CBD dosing is personalized and depends on how a user’s body responds. Start out with a small dose of 5 to 10 milligrams a day, noticing any pain relief results. Gradually increase the dose if necessary, reviewing dosing instructions provided by the CBD manufacturer or specialized cannabis practitioner.

What is the best form of CBD for pain?

Full-spectrum and broad-spectrum CBD oils contain additional cannabis plant compounds that may lead to the entourage effect, meaning these types of CBD oils may be more effective in treating pain than CBD isolate.

Does CBD really work for inflammation and pain?

Research on CBD’s effects on inflammation and pain is limited, but some studies show potential benefits. The U.S. Food and Drug Administration (FDA) hasn’t approved over-the-counter CBD products for treating pain.

• Back, Lower Limb, and Upper Limb Pain Among U.S. Adults, 2019. Centers for Disease Control and Prevention. Accessed 6/7/2024.
• CBD Statistics, Data And Use (2024). Forbes Health. Accessed 6/4/2024.
• Capano A, Weaver R, Burkman E. Evaluation of the effects of CBD hemp extract on opioid use and quality of life indicators in chronic pain patients: a prospective cohort study. Postgrad Med. 2020;132(1):56-61.
• Cannabidiol (CBD). MedlinePlus. Accessed 6/4/2024.
• Sheikh N, Dua Anterpreet. Cannabinoids. StatPearls [Internet]. 2023.
• FDA and Cannabis: Research and Drug Approval Process. U.S Food & Drug Administration. Accessed 6/4/2024.
• Capano A, Weaver R, Burkman E. Evaluation of the effects of CBD hemp extract on opioid use and quality of life indicators in chronic pain patients: a prospective cohort study. Postgraduate Medicine. 2019;132(1):56-61.
• Cather JC, Cather JC. Cannabidiol Primer for Healthcare Professionals. Baylor University Medical Center Proceedings. 2020;33(3):376–379.
• Casiano V, Sarwan G, Dydick A, Varacallo M. Back Pain. StatPearls [Internet]. 2023.
• Villanueva M, Joshaghani N, Villa N, et. al. Efficacy, Safety and Regulation of Cannabidiol on Chronic Pain: A Systematic Review. Cureus. 2022;14(7):e26913.

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Information provided on Forbes Health is for educational purposes only. Your health and wellness is unique to you, and the products and services we review may not be right for your circumstances. We do not offer individual medical advice, diagnosis or treatment plans. For personal advice, please consult with a medical professional.

Forbes Health adheres to strict editorial integrity standards. To the best of our knowledge, all content is accurate as of the date posted, though offers contained herein may no longer be available. The opinions expressed are the author’s alone and have not been provided, approved or otherwise endorsed by our advertisers.

Deb Hipp is a freelance health and medical writer and editor who lives in Kansas City, Missouri. She is a former investigative reporter with more than 25 years of experience as a journalist and writer. She specializes in health and wellness, medical aging, long-term care, caregiving, retirement and a variety of other health and retirement topics.

Lenore Cangeloso is a board-certified acupuncturist and herbal medicine practitioner based in Oregon. She graduated with honors from Oregon College of Oriental Medicine in 2016 and obtained her bachelors of science from Oregon State University. She is also a registered yoga Instructor with a 200-hour certification from the Kripalu Institute in Massachusetts. Cangeloso has spent many months traveling to deepen her knowledge of the human body, studying massage in Thailand and traditional crafts in Mexico and Indonesia. She is a dedicated and skilled practitioner who strives to help her patients achieve optimal states of well-being.

How To Choose Your Research Methodology

Qualitative vs quantitative vs mixed methods.

By: Derek Jansen (MBA). Expert Reviewed By: Dr Eunice Rautenbach | June 2021

Without a doubt, one of the most common questions we receive at Grad Coach is “ How do I choose the right methodology for my research? ”. It’s easy to see why – with so many options on the research design table, it’s easy to get intimidated, especially with all the complex lingo!

In this post, we’ll explain the three overarching types of research – qualitative, quantitative and mixed methods – and how you can go about choosing the best methodological approach for your research.

Overview: Choosing Your Methodology

Understanding the options – Qualitative research – Quantitative research – Mixed methods-based research

Choosing a research methodology – Nature of the research – Research area norms – Practicalities

1. Understanding the options

Before we jump into the question of how to choose a research methodology, it’s useful to take a step back to understand the three overarching types of research – qualitative , quantitative and mixed methods -based research. Each of these options takes a different methodological approach.

Qualitative research utilises data that is not numbers-based. In other words, qualitative research focuses on words , descriptions , concepts or ideas – while quantitative research makes use of numbers and statistics. Qualitative research investigates the “softer side” of things to explore and describe, while quantitative research focuses on the “hard numbers”, to measure differences between variables and the relationships between them.

Importantly, qualitative research methods are typically used to explore and gain a deeper understanding of the complexity of a situation – to draw a rich picture . In contrast to this, quantitative methods are usually used to confirm or test hypotheses . In other words, they have distinctly different purposes. The table below highlights a few of the key differences between qualitative and quantitative research – you can learn more about the differences here.

• Uses an inductive approach
• Is used to build theories
• Takes a subjective approach
• Adopts an open and flexible approach
• The researcher is close to the respondents
• Interviews and focus groups are oftentimes used to collect word-based data.
• Generally, draws on small sample sizes
• Uses qualitative data analysis techniques (e.g. content analysis , thematic analysis , etc)
• Uses a deductive approach
• Is used to test theories
• Takes an objective approach
• Adopts a closed, highly planned approach
• The research is disconnected from respondents
• Surveys or laboratory equipment are often used to collect number-based data.
• Generally, requires large sample sizes
• Uses statistical analysis techniques to make sense of the data

Mixed methods -based research, as you’d expect, attempts to bring these two types of research together, drawing on both qualitative and quantitative data. Quite often, mixed methods-based studies will use qualitative research to explore a situation and develop a potential model of understanding (this is called a conceptual framework), and then go on to use quantitative methods to test that model empirically.

In other words, while qualitative and quantitative methods (and the philosophies that underpin them) are completely different, they are not at odds with each other. It’s not a competition of qualitative vs quantitative. On the contrary, they can be used together to develop a high-quality piece of research. Of course, this is easier said than done, so we usually recommend that first-time researchers stick to a single approach , unless the nature of their study truly warrants a mixed-methods approach.

The key takeaway here, and the reason we started by looking at the three options, is that it’s important to understand that each methodological approach has a different purpose – for example, to explore and understand situations (qualitative), to test and measure (quantitative) or to do both. They’re not simply alternative tools for the same job. 

Right – now that we’ve got that out of the way, let’s look at how you can go about choosing the right methodology for your research.

2. How to choose a research methodology

To choose the right research methodology for your dissertation or thesis, you need to consider three important factors . Based on these three factors, you can decide on your overarching approach – qualitative, quantitative or mixed methods. Once you’ve made that decision, you can flesh out the finer details of your methodology, such as the sampling , data collection methods and analysis techniques (we discuss these separately in other posts ).

The three factors you need to consider are:

• The nature of your research aims, objectives and research questions
• The methodological approaches taken in the existing literature
• Practicalities and constraints

Let’s take a look at each of these.

Factor #1: The nature of your research

As I mentioned earlier, each type of research (and therefore, research methodology), whether qualitative, quantitative or mixed, has a different purpose and helps solve a different type of question. So, it’s logical that the key deciding factor in terms of which research methodology you adopt is the nature of your research aims, objectives and research questions .

But, what types of research exist?

Broadly speaking, research can fall into one of three categories:

• Exploratory – getting a better understanding of an issue and potentially developing a theory regarding it
• Confirmatory – confirming a potential theory or hypothesis by testing it empirically
• A mix of both – building a potential theory or hypothesis and then testing it

As a rule of thumb, exploratory research tends to adopt a qualitative approach , whereas confirmatory research tends to use quantitative methods . This isn’t set in stone, but it’s a very useful heuristic. Naturally then, research that combines a mix of both, or is seeking to develop a theory from the ground up and then test that theory, would utilize a mixed-methods approach.

Let’s look at an example in action.

If your research aims were to understand the perspectives of war veterans regarding certain political matters, you’d likely adopt a qualitative methodology, making use of interviews to collect data and one or more qualitative data analysis methods to make sense of the data.

If, on the other hand, your research aims involved testing a set of hypotheses regarding the link between political leaning and income levels, you’d likely adopt a quantitative methodology, using numbers-based data from a survey to measure the links between variables and/or constructs .

So, the first (and most important thing) thing you need to consider when deciding which methodological approach to use for your research project is the nature of your research aims , objectives and research questions. Specifically, you need to assess whether your research leans in an exploratory or confirmatory direction or involves a mix of both.

The importance of achieving solid alignment between these three factors and your methodology can’t be overstated. If they’re misaligned, you’re going to be forcing a square peg into a round hole. In other words, you’ll be using the wrong tool for the job, and your research will become a disjointed mess.

If your research is a mix of both exploratory and confirmatory, but you have a tight word count limit, you may need to consider trimming down the scope a little and focusing on one or the other. One methodology executed well has a far better chance of earning marks than a poorly executed mixed methods approach. So, don’t try to be a hero, unless there is a very strong underpinning logic.

Need a helping hand?

Factor #2: The disciplinary norms

Choosing the right methodology for your research also involves looking at the approaches used by other researchers in the field, and studies with similar research aims and objectives to yours. Oftentimes, within a discipline, there is a common methodological approach (or set of approaches) used in studies. While this doesn’t mean you should follow the herd “just because”, you should at least consider these approaches and evaluate their merit within your context.

A major benefit of reviewing the research methodologies used by similar studies in your field is that you can often piggyback on the data collection techniques that other (more experienced) researchers have developed. For example, if you’re undertaking a quantitative study, you can often find tried and tested survey scales with high Cronbach’s alphas. These are usually included in the appendices of journal articles, so you don’t even have to contact the original authors. By using these, you’ll save a lot of time and ensure that your study stands on the proverbial “shoulders of giants” by using high-quality measurement instruments .

Of course, when reviewing existing literature, keep point #1 front of mind. In other words, your methodology needs to align with your research aims, objectives and questions. Don’t fall into the trap of adopting the methodological “norm” of other studies just because it’s popular. Only adopt that which is relevant to your research.

Factor #3: Practicalities

When choosing a research methodology, there will always be a tension between doing what’s theoretically best (i.e., the most scientifically rigorous research design ) and doing what’s practical , given your constraints . This is the nature of doing research and there are always trade-offs, as with anything else.

But what constraints, you ask?

When you’re evaluating your methodological options, you need to consider the following constraints:

• Data access
• Equipment and software
• Your knowledge and skills

Let’s look at each of these.

Constraint #1: Data access

The first practical constraint you need to consider is your access to data . If you’re going to be undertaking primary research , you need to think critically about the sample of respondents you realistically have access to. For example, if you plan to use in-person interviews , you need to ask yourself how many people you’ll need to interview, whether they’ll be agreeable to being interviewed, where they’re located, and so on.

If you’re wanting to undertake a quantitative approach using surveys to collect data, you’ll need to consider how many responses you’ll require to achieve statistically significant results. For many statistical tests, a sample of a few hundred respondents is typically needed to develop convincing conclusions.

So, think carefully about what data you’ll need access to, how much data you’ll need and how you’ll collect it. The last thing you want is to spend a huge amount of time on your research only to find that you can’t get access to the required data.

Constraint #2: Time

The next constraint is time. If you’re undertaking research as part of a PhD, you may have a fairly open-ended time limit, but this is unlikely to be the case for undergrad and Masters-level projects. So, pay attention to your timeline, as the data collection and analysis components of different methodologies have a major impact on time requirements . Also, keep in mind that these stages of the research often take a lot longer than originally anticipated.

Another practical implication of time limits is that it will directly impact which time horizon you can use – i.e. longitudinal vs cross-sectional . For example, if you’ve got a 6-month limit for your entire research project, it’s quite unlikely that you’ll be able to adopt a longitudinal time horizon. 

Constraint #3: Money

As with so many things, money is another important constraint you’ll need to consider when deciding on your research methodology. While some research designs will cost near zero to execute, others may require a substantial budget .

Some of the costs that may arise include:

• Software costs – e.g. survey hosting services, analysis software, etc.
• Promotion costs – e.g. advertising a survey to attract respondents
• Incentive costs – e.g. providing a prize or cash payment incentive to attract respondents
• Equipment rental costs – e.g. recording equipment, lab equipment, etc.
• Travel costs
• Food & beverages

These are just a handful of costs that can creep into your research budget. Like most projects, the actual costs tend to be higher than the estimates, so be sure to err on the conservative side and expect the unexpected. It’s critically important that you’re honest with yourself about these costs, or you could end up getting stuck midway through your project because you’ve run out of money.

Constraint #4: Equipment & software

Another practical consideration is the hardware and/or software you’ll need in order to undertake your research. Of course, this variable will depend on the type of data you’re collecting and analysing. For example, you may need lab equipment to analyse substances, or you may need specific analysis software to analyse statistical data. So, be sure to think about what hardware and/or software you’ll need for each potential methodological approach, and whether you have access to these.

Constraint #5: Your knowledge and skillset

The final practical constraint is a big one. Naturally, the research process involves a lot of learning and development along the way, so you will accrue knowledge and skills as you progress. However, when considering your methodological options, you should still consider your current position on the ladder.

Some of the questions you should ask yourself are:

• Am I more of a “numbers person” or a “words person”?
• How much do I know about the analysis methods I’ll potentially use (e.g. statistical analysis)?
• How much do I know about the software and/or hardware that I’ll potentially use?
• How excited am I to learn new research skills and gain new knowledge?
• How much time do I have to learn the things I need to learn?

Answering these questions honestly will provide you with another set of criteria against which you can evaluate the research methodology options you’ve shortlisted.

So, as you can see, there is a wide range of practicalities and constraints that you need to take into account when you’re deciding on a research methodology. These practicalities create a tension between the “ideal” methodology and the methodology that you can realistically pull off. This is perfectly normal, and it’s your job to find the option that presents the best set of trade-offs.

Recap: Choosing a methodology

In this post, we’ve discussed how to go about choosing a research methodology. The three major deciding factors we looked at were:

• Exploratory
• Confirmatory
• Combination
• Research area norms
• Hardware and software
• Your knowledge and skillset

If you have any questions, feel free to leave a comment below. If you’d like a helping hand with your research methodology, check out our 1-on-1 research coaching service , or book a free consultation with a friendly Grad Coach.

Psst... there’s more!

This post was based on one of our popular Research Bootcamps . If you're working on a research project, you'll definitely want to check this out ...

Very useful and informative especially for beginners

Nice article! I’m a beginner in the field of cybersecurity research. I am a Telecom and Network Engineer and Also aiming for PhD scholarship.

I find the article very informative especially for my decitation it has been helpful and an eye opener.

Hi I am Anna ,

I am a PHD candidate in the area of cyber security, maybe we can link up

The Examples shows by you, for sure they are really direct me and others to knows and practices the Research Design and prepration.

I found the post very informative and practical.

I struggle so much with designs of the research for sure!

I’m the process of constructing my research design and I want to know if the data analysis I plan to present in my thesis defense proposal possibly change especially after I gathered the data already.

Thank you so much this site is such a life saver. How I wish 1-1 coaching is available in our country but sadly it’s not.

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• How to List Awards on Your...

How to List Awards on Your Resume and Wow Recruiters

8 min read · Updated on August 25, 2022

And the winner is…*drum roll*... YOU!

Have you prepared your speech? Winning any type of award is flattering. Whether you've been recognized for your contributions at work or have entered a competition, you may want to shout about your accolades. So, how do you list these awards on your resume?

Recruiters spend around seven seconds looking at each resume that lands on their desk (or in their inbox!). That's not a whole load of time to make the right impression on them and win an interview. If you want to catch their eye, you need to use everything in your arsenal. That's why it's important to include complimentary awards on your resume.

Believe it or not, there's a right and wrong way to include awards on your resume. Looking for a new job at the moment? In this short guide, we will go over everything you need to know: from what type of awards to include to where you need to place them.

Which awards should you include on your resume?

Before you get started, you're going to need to know which awards to list on your resume. Spoiler alert: a hiring manager is unlikely to be all that interested in your high school swimming award…unless, of course, you're applying to be a swimming teacher. Understanding which types of awards are appropriate for your resume is your first step toward success. 

If you're unsure where to start, you've come to the right place. Luckily, we've got you covered. Here's a quick breakdown of the types of awards you should include:

Industry-specific awards

Are there any awards that are specific to your industry? The fact that you've won this type of award shows a hiring manager that you are recognized in the wider field. Often seen as more prestigious than company awards, these honors show you're known in the sector.

When listing these awards, be sure to include the body, the title, and the year that you won. If you want to add some extra clout to your application, you can include how many nominees were in the running. For example, you could say “out of 100 other candidates.”

Academic awards

When writing your resume, your education section is absolutely vital. Think back, did you win any academic awards that will set you apart from the crowd? Don't be shy about tooting your own horn. Since the majority of candidates will have the same educational background, these awards could be crucial in landing you the interview . 

These types of awards are particularly useful when it comes to entry-level resumes. If you don't have a whole load of industry experience, you can use your academic accolades to bolster your application. Be sure to include the title and the year that you achieved them. Here are some of the academic achievements you may want to include on your resume: 

Department-based awards 

Best in class awards 

Scholarships 

Research projects 

Dean's list and/or honor roll 

Class President 

Other class-based titles

While there's a broad variety of education awards you can include, you should consider what each tells a hiring manager about you. For instance, if you were class president, chances are that you have great people skills and are a natural-born leader. That's a formidable combination if they are looking for a salesperson or manager. 

Company awards 

If you've excelled in a role, your company may recognize that with an award. It should come as no surprise that these accomplishments can enhance your resume. Of course, each business will have a different set of awards on offer for employees. However, some of the common ones you may see include the following: 

Employee of the month and/or year 

Top performer awards

Leadership awards 

Peer-based awards 

Company awards show that you have been a valuable asset to the business. That's good news in the eyes of any hiring manager. When you're listing these awards on your resume, be as specific as possible. For example, you shouldn't merely write “Employee of the Month.” Instead, get in there with the details and put “Employee of the Month, April 2022.”

Extracurricular awards

Have you won an award outside of the workplace or classroom? You may be part of a society, have joined a specialist club, or have excelled in your hobbies. Extracurricular awards can add weight to your resume. However, you should think about whether they are appropriate to include on your application and what they say about you as a professional. Let's take a look at some of the extracurricular awards you may want to highlight: 

Volunteering or charity awards 

Arts and culture-based awards

Military honors and awards 

Athletic or sports team awards 

Society or community awards 

Before you put your awards on your resume, take a moment to think about whether they are appropriate. For instance, if you are applying to work for a charity and have previously won a community development award, that fits well. On the other hand, if you are an illustrator and have an arts award under your belt, that's going to put you in good stead. 

Where should you include awards on your resume?

Now that you understand what type of awards you need to include on your resume, let's talk about where to put them. There are three main areas where you can list awards on your resume: your education section, your employment section, or a dedicated awards section. Which area you choose will depend on the type of award you're listing. If you're stumped, don't worry. 

Here's a quick breakdown of each option: 

Education section 

If you've received an academic award, the most obvious place to put it is in your education section . You should ensure that the placement aligns with when you received the award. For example, if you were class president in the academic year 2017-18, add the award under that period.

Example: 

Marketing and Communications, Bachelor of Arts

University of Florida, Florida 2016-2019

Dean's List and Honors Roll 

Most of the time, you can simply add your award under the main information about the qualification. You may want to use a bullet-pointed format or just place it on a line beneath. 

Employment section 

When listing either company or industry-specific awards, chances are they will fit best in the employment section. Once again, you can put these below your position, company, and years of employment. If you won an industry award while working for a certain business, it might be logical to include it here. Check out our example below. 

Example 

Sales Manager, Dancewear Inc., Iowa City  

Jan 2020 - Jun 2022

Regional Salesperson of the Year 2021

As you can see here, you don't have to include loads of detail when listing awards on your resume. However, you do have to get the basics right. That means including the date you achieved the award and other minor details. The more specific you are, the better. 

Dedicated awards section 

Are you a real go-getter? Are you more decorated than the world's biggest athletes? If you're a serial award-winner, you might want to create a dedicated area on your resume. The usual placement for this is below your education section at the bottom of the page. 

Awards & Achievements 

Top Performing Salesperson of the Year 2021

Iowa Region Sales Star 2020

Listed in “Top 10 Sales Professionals to Watch”

Should you choose to include your awards in this way, ensure that they are in the same realm. There's very little merit in listing a bunch of unrelated awards. Be selective when it comes to the achievements that you decide to include on your professional resume. 

Important things to remember when listing awards 

Ready to put pen to paper and spruce up your resume? If you've missed any awards off your resume up until now, you may find that they give you the competitive edge. Before you get started, there are some final things that you may want to keep in mind: 

Quantify your awards, wherever possible

Always include the date you earned the award 

Consider whether the award fits your profession

If applicable, note the body that gave the award

The takeaway 

Awards can help you grab a hiring manager's attention — and keep it —  for all the right reasons. As we have covered here, there are plenty of places where you can list your awards on your resume. Now you know what to do, it's time to include your achievements.

Looking to land your dream job? The first thing you need to do is get your resume up to speed. Check out our expert resume writing services and set yourself apart from the crowd. We match professionals with the perfect writer for their needs.   

Recommended Reading 

How to Check if My Resume is ATS Friendly

9 Soft Skills Employers are Looking For in 2022

Is Your Resume Inspirational? If Not, Here's How to Fix It

10 High-Income Skills Companies Need in 2022

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