what is bibliography in research methodology

How to Write a Bibliography for a Research Paper

Do not try to “wow” your instructor with a long bibliography when your instructor requests only a works cited page. It is tempting, after doing a lot of work to research a paper, to try to include summaries on each source as you write your paper so that your instructor appreciates how much work you did. That is a trap you want to avoid. MLA style, the one that is most commonly followed in high schools and university writing courses, dictates that you include only the works you actually cited in your paper—not all those that you used.

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• If your assignment calls for a bibliography, list all the sources you consulted in your research.
• If your assignment calls for a works cited or references page, include only the sources you quote, summarize, paraphrase, or mention in your paper.
• If your works cited page includes a source that you did not cite in your paper, delete it.
• All in-text citations that you used at the end of quotations, summaries, and paraphrases to credit others for their ideas,words, and work must be accompanied by a cited reference in the bibliography or works cited. These references must include specific information about the source so that your readers can identify precisely where the information came from.The citation entries on a works cited page typically include the author’s name, the name of the article, the name of the publication, the name of the publisher (for books), where it was published (for books), and when it was published.

The good news is that you do not have to memorize all the many ways the works cited entries should be written. Numerous helpful style guides are available to show you the information that should be included, in what order it should appear, and how to format it. The format often differs according to the style guide you are using. The Modern Language Association (MLA) follows a particular style that is a bit different from APA (American Psychological Association) style, and both are somewhat different from the Chicago Manual of Style (CMS). Always ask your teacher which style you should use.

A bibliography usually appears at the end of a paper on its own separate page. All bibliography entries—books, periodicals, Web sites, and nontext sources such radio broadcasts—are listed together in alphabetical order. Books and articles are alphabetized by the author’s last name.

Most teachers suggest that you follow a standard style for listing different types of sources. If your teacher asks you to use a different form, however, follow his or her instructions. Take pride in your bibliography. It represents some of the most important work you’ve done for your research paper—and using proper form shows that you are a serious and careful researcher.

Bibliography Entry for a Book

A bibliography entry for a book begins with the author’s name, which is written in this order: last name, comma, first name, period. After the author’s name comes the title of the book. If you are handwriting your bibliography, underline each title. If you are working on a computer, put the book title in italicized type. Be sure to capitalize the words in the title correctly, exactly as they are written in the book itself. Following the title is the city where the book was published, followed by a colon, the name of the publisher, a comma, the date published, and a period. Here is an example:

Format : Author’s last name, first name. Book Title. Place of publication: publisher, date of publication.

• A book with one author : Hartz, Paula.  Abortion: A Doctor’s Perspective, a Woman’s Dilemma . New York: Donald I. Fine, Inc., 1992.
• A book with two or more authors : Landis, Jean M. and Rita J. Simon.  Intelligence: Nature or Nurture?  New York: HarperCollins, 1998.

Bibliography Entry for a Periodical

A bibliography entry for a periodical differs slightly in form from a bibliography entry for a book. For a magazine article, start with the author’s last name first, followed by a comma, then the first name and a period. Next, write the title of the article in quotation marks, and include a period (or other closing punctuation) inside the closing quotation mark. The title of the magazine is next, underlined or in italic type, depending on whether you are handwriting or using a computer, followed by a period. The date and year, followed by a colon and the pages on which the article appeared, come last. Here is an example:

Format:  Author’s last name, first name. “Title of the Article.” Magazine. Month and year of publication: page numbers.

• Article in a monthly magazine : Crowley, J.E.,T.E. Levitan and R.P. Quinn.“Seven Deadly Half-Truths About Women.”  Psychology Today  March 1978: 94–106.
• Article in a weekly magazine : Schwartz, Felice N.“Management,Women, and the New Facts of Life.”  Newsweek  20 July 2006: 21–22.
• Signed newspaper article : Ferraro, Susan. “In-law and Order: Finding Relative Calm.”  The Daily News  30 June 1998: 73.
• Unsigned newspaper article : “Beanie Babies May Be a Rotten Nest Egg.”  Chicago Tribune  21 June 2004: 12.

Bibliography Entry for a Web Site

For sources such as Web sites include the information a reader needs to find the source or to know where and when you found it. Always begin with the last name of the author, broadcaster, person you interviewed, and so on. Here is an example of a bibliography for a Web site:

Format : Author.“Document Title.” Publication or Web site title. Date of publication. Date of access.

Example : Dodman, Dr. Nicholas. “Dog-Human Communication.”  Pet Place . 10 November 2006.  23 January 2014 < http://www.petplace.com/dogs/dog-human-communication-2/page1.aspx >

After completing the bibliography you can breathe a huge sigh of relief and pat yourself on the back. You probably plan to turn in your work in printed or handwritten form, but you also may be making an oral presentation. However you plan to present your paper, do your best to show it in its best light. You’ve put a great deal of work and thought into this assignment, so you want your paper to look and sound its best. You’ve completed your research paper!

Back to  How To Write A Research Paper .

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Citation Guide

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• Examples of Plagiarism

What is a Bibliography?

What is an annotated bibliography, introduction to the annotated bibliography.

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• the authors' names
• the titles of the works
• the names and locations of the companies that published your copies of the sources
• the dates your copies were published
• the page numbers of your sources (if they are part of multi-source volumes)

Ok, so what's an Annotated Bibliography?

An annotated bibliography is the same as a bibliography with one important difference: in an annotated bibliography, the bibliographic information is followed by a brief description of the content, quality, and usefulness of the source. For more, see the section at the bottom of this page.

What are Footnotes?

Footnotes are notes placed at the bottom of a page. They cite references or comment on a designated part of the text above it. For example, say you want to add an interesting comment to a sentence you have written, but the comment is not directly related to the argument of your paragraph. In this case, you could add the symbol for a footnote. Then, at the bottom of the page you could reprint the symbol and insert your comment. Here is an example:

This is an illustration of a footnote. 1 The number “1” at the end of the previous sentence corresponds with the note below. See how it fits in the body of the text? 1 At the bottom of the page you can insert your comments about the sentence preceding the footnote.

When your reader comes across the footnote in the main text of your paper, he or she could look down at your comments right away, or else continue reading the paragraph and read your comments at the end. Because this makes it convenient for your reader, most citation styles require that you use either footnotes or endnotes in your paper. Some, however, allow you to make parenthetical references (author, date) in the body of your work.

Footnotes are not just for interesting comments, however. Sometimes they simply refer to relevant sources -- they let your reader know where certain material came from, or where they can look for other sources on the subject. To decide whether you should cite your sources in footnotes or in the body of your paper, you should ask your instructor or see our section on citation styles.

Where does the little footnote mark go?

Whenever possible, put the footnote at the end of a sentence, immediately following the period or whatever punctuation mark completes that sentence. Skip two spaces after the footnote before you begin the next sentence. If you must include the footnote in the middle of a sentence for the sake of clarity, or because the sentence has more than one footnote (try to avoid this!), try to put it at the end of the most relevant phrase, after a comma or other punctuation mark. Otherwise, put it right at the end of the most relevant word. If the footnote is not at the end of a sentence, skip only one space after it.

What's the difference between Footnotes and Endnotes?

The only real difference is placement -- footnotes appear at the bottom of the relevant page, while endnotes all appear at the end of your document. If you want your reader to read your notes right away, footnotes are more likely to get your reader's attention. Endnotes, on the other hand, are less intrusive and will not interrupt the flow of your paper.

If I cite sources in the Footnotes (or Endnotes), how's that different from a Bibliography?

Sometimes you may be asked to include these -- especially if you have used a parenthetical style of citation. A "works cited" page is a list of all the works from which you have borrowed material. Your reader may find this more convenient than footnotes or endnotes because he or she will not have to wade through all of the comments and other information in order to see the sources from which you drew your material. A "works consulted" page is a complement to a "works cited" page, listing all of the works you used, whether they were useful or not.

Isn't a "works consulted" page the same as a "bibliography," then?

Well, yes. The title is different because "works consulted" pages are meant to complement "works cited" pages, and bibliographies may list other relevant sources in addition to those mentioned in footnotes or endnotes. Choosing to title your bibliography "Works Consulted" or "Selected Bibliography" may help specify the relevance of the sources listed.

This information has been freely provided by plagiarism.org and can be reproduced without the need to obtain any further permission as long as the URL of the original article/information is cited. 

How Do I Cite Sources? (n.d.) Retrieved October 19, 2009, from http://www.plagiarism.org/plag_article_how_do_i_cite_sources.html

The Importance of an Annotated Bibliography

An Annotated Bibliography is a collection of annotated citations. These annotations contain your executive notes on a source. Use the annotated bibliography to help remind you of later of the important parts of an article or book. Putting the effort into making good notes will pay dividends when it comes to writing a paper!

Good Summary

Being an executive summary, the annotated citation should be fairly brief, usually no more than one page, double spaced.

• Focus on summarizing the source in your own words.
• Avoid direct quotations from the source, at least those longer than a few words. However, if you do quote, remember to use quotation marks. You don't want to forget later on what is your own summary and what is a direct quotation!
• If an author uses a particular term or phrase that is important to the article, use that phrase within quotation marks. Remember that whenever you quote, you must explain the meaning and context of the quoted word or text. 

Common Elements of an Annotated Citation

• Summary of an Article or Book's thesis or most important points (Usually two to four sentences)
• Summary of a source's methodological approach. That is, what is the source? How does it go about proving its point(s)? Is it mostly opinion based? If it is a scholarly source, describe the research method (study, etc.) that the author used. (Usually two to five sentences)
• Your own notes and observations on the source beyond the summary. Include your initial analysis here. For example, how will you use this source? Perhaps you would write something like, "I will use this source to support my point about . . . "
• Formatting Annotated Bibliographies This guide from Purdue OWL provides examples of an annotated citation in MLA and APA formats.

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Research Process: Bibliographic Information

• Selecting a Topic
• Background Information
• Narrowing the Topic
• Library Terms
• Generating Keywords
• Boolean Operators
• Search Engine Strategies
• Google Searching
• Basic Internet Terms
• Research & The Web
• Search Engines
• Evaluating Books
• Evaluating Articles
• Evaluating Websites

Bibliographic Information

• Off Campus Access
• Periodical Locator

What is a bibliography?

A bibliography is a list of works on a subject or by an author that were used or consulted to write a research paper, book or article. It can also be referred to as a list of works cited. It is usually found at the end of a book, article or research paper. 

Gathering Information

Regardless of what citation style is being used, there are key pieces of information that need to be collected in order to create the citation.

For books and/or journals:

• Author name
• Title of publication 
• Article title (if using a journal)
• Date of publication
• Place of publication
• Volume number of a journal, magazine or encyclopedia
• Page number(s)

For websites:

• Author and/or editor name
• Title of the website
• Company or organization that owns or posts to the website
• URL (website address)
• Date of access 

This section provides two examples of the most common cited sources: a print book and an online journal retrieved from a research database. 

Book - Print

For print books, bibliographic information can be found on the  TITLE PAGE . This page has the complete title of the book, author(s) and publication information.

The publisher information will vary according to the publisher - sometimes this page will include the name of the publisher, the place of publication and the date.

For this example :  Book title: HTML, XHTML, and CSS Bible Author: Steven M. Schafer Publisher: Wiley Publications, Inc.

If you cannot find the place or date of publication on the title page, refer to the  COPYRIGHT PAGE  for this information. The copyright page is the page behind the title page, usually written in a small font, it carries the copyright notice, edition information, publication information, printing history, cataloging data, and the ISBN number.

For this example : Place of publication: Indianapolis, IN Date of publication: 2010

Article - Academic OneFile Database

In the article view:

Bibliographic information can be found under the article title, at the top of the page. The information provided in this area is  NOT  formatted according to any style.

Citations can also be found at the bottom of the page; in an area titled  SOURCE CITATION . The database does not specify which style is used in creating this citation, so be sure to double check it against the style rules for accuracy.

Article - ProQuest Database

Bibliographic information can be found under the article title, at the top of the page. The information provided in this area is  NOT  formatted according to any style. 

Bibliographic information can also be found at the bottom of the page; in an area titled  INDEXING . (Not all the information provided in this area is necessary for creating citations, refer to the rules of the style being used for what information is needed.)

Other databases have similar formats - look for bibliographic information under the article titles and below the article body, towards the bottom of the page. 

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• Online Guide to Writing

Types of Documentation

Bibliographies and Source Lists

What is a bibliography.

A bibliography is a list of books and other source material that you have used in preparing a research paper. Sometimes these lists will include works that you consulted but did not cite specifically in your assignment. Consult the style guide required for your assignment to determine the specific title of your bibliography page as well as how to cite each source type. Bibliographies are usually placed at the end of your research paper.

What is an annotated bibliography?

A special kind of bibliography, the annotated bibliography, is often used to direct your readers to other books and resources on your topic. An instructor may ask you to prepare an annotated bibliography to help you narrow down a topic for your research assignment. Such bibliographies offer a few lines of information, typically 150-300 words, summarizing the content of the resource after the bibliographic entry.   

Example of Annotated Bibliographic Entry in MLA Style

Waddell, Marie L., Robert M. Esch, and Roberta R. Walker. The Art of Styling         Sentences: 20 Patterns for Success. 3rd ed. New York: Barron’s, 1993.         A comprehensive look at 20 sentence patterns and their variations to         teach students how to write effective sentences by imitating good style.

Mailing Address: 3501 University Blvd. East, Adelphi, MD 20783 This work is licensed under a  Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License . © 2022 UMGC. All links to external sites were verified at the time of publication. UMGC is not responsible for the validity or integrity of information located at external sites.

Table of Contents: Online Guide to Writing

Chapter 1: College Writing

How Does College Writing Differ from Workplace Writing?

What Is College Writing?

Why So Much Emphasis on Writing?

Chapter 2: The Writing Process

Doing Exploratory Research

Getting from Notes to Your Draft

Introduction

Prewriting - Techniques to Get Started - Mining Your Intuition

Prewriting: Targeting Your Audience

Prewriting: Techniques to Get Started

Prewriting: Understanding Your Assignment

Rewriting: Being Your Own Critic

Rewriting: Creating a Revision Strategy

Rewriting: Getting Feedback

Rewriting: The Final Draft

Techniques to Get Started - Outlining

Techniques to Get Started - Using Systematic Techniques

Thesis Statement and Controlling Idea

Writing: Getting from Notes to Your Draft - Freewriting

Writing: Getting from Notes to Your Draft - Summarizing Your Ideas

Writing: Outlining What You Will Write

Chapter 3: Thinking Strategies

A Word About Style, Voice, and Tone

A Word About Style, Voice, and Tone: Style Through Vocabulary and Diction

Critical Strategies and Writing

Critical Strategies and Writing: Analysis

Critical Strategies and Writing: Evaluation

Critical Strategies and Writing: Persuasion

Critical Strategies and Writing: Synthesis

Developing a Paper Using Strategies

Kinds of Assignments You Will Write

Patterns for Presenting Information

Patterns for Presenting Information: Critiques

Patterns for Presenting Information: Discussing Raw Data

Patterns for Presenting Information: General-to-Specific Pattern

Patterns for Presenting Information: Problem-Cause-Solution Pattern

Patterns for Presenting Information: Specific-to-General Pattern

Patterns for Presenting Information: Summaries and Abstracts

Supporting with Research and Examples

Writing Essay Examinations

Writing Essay Examinations: Make Your Answer Relevant and Complete

Writing Essay Examinations: Organize Thinking Before Writing

Writing Essay Examinations: Read and Understand the Question

Chapter 4: The Research Process

Planning and Writing a Research Paper

Planning and Writing a Research Paper: Ask a Research Question

Planning and Writing a Research Paper: Cite Sources

Planning and Writing a Research Paper: Collect Evidence

Planning and Writing a Research Paper: Decide Your Point of View, or Role, for Your Research

Planning and Writing a Research Paper: Draw Conclusions

Planning and Writing a Research Paper: Find a Topic and Get an Overview

Planning and Writing a Research Paper: Manage Your Resources

Planning and Writing a Research Paper: Outline

Planning and Writing a Research Paper: Survey the Literature

Planning and Writing a Research Paper: Work Your Sources into Your Research Writing

Research Resources: Where Are Research Resources Found? - Human Resources

Research Resources: What Are Research Resources?

Research Resources: Where Are Research Resources Found?

Research Resources: Where Are Research Resources Found? - Electronic Resources

Research Resources: Where Are Research Resources Found? - Print Resources

Structuring the Research Paper: Formal Research Structure

Structuring the Research Paper: Informal Research Structure

The Nature of Research

The Research Assignment: How Should Research Sources Be Evaluated?

The Research Assignment: When Is Research Needed?

The Research Assignment: Why Perform Research?

Chapter 5: Academic Integrity

Academic Integrity

Giving Credit to Sources

Giving Credit to Sources: Copyright Laws

Giving Credit to Sources: Documentation

Giving Credit to Sources: Style Guides

Integrating Sources

Practicing Academic Integrity

Practicing Academic Integrity: Keeping Accurate Records

Practicing Academic Integrity: Managing Source Material

Practicing Academic Integrity: Managing Source Material - Paraphrasing Your Source

Practicing Academic Integrity: Managing Source Material - Quoting Your Source

Practicing Academic Integrity: Managing Source Material - Summarizing Your Sources

Types of Documentation: Bibliographies and Source Lists

Types of Documentation: Citing World Wide Web Sources

Types of Documentation: In-Text or Parenthetical Citations

Types of Documentation: In-Text or Parenthetical Citations - APA Style

Types of Documentation: In-Text or Parenthetical Citations - CSE/CBE Style

Types of Documentation: In-Text or Parenthetical Citations - Chicago Style

Types of Documentation: In-Text or Parenthetical Citations - MLA Style

Types of Documentation: Note Citations

Chapter 6: Using Library Resources

Finding Library Resources

Chapter 7: Assessing Your Writing

How Is Writing Graded?

How Is Writing Graded?: A General Assessment Tool

The Draft Stage

The Draft Stage: The First Draft

The Draft Stage: The Revision Process and the Final Draft

The Draft Stage: Using Feedback

The Research Stage

Using Assessment to Improve Your Writing

Chapter 8: Other Frequently Assigned Papers

Reviews and Reaction Papers: Article and Book Reviews

Reviews and Reaction Papers: Reaction Papers

Writing Arguments

Writing Arguments: Adapting the Argument Structure

Writing Arguments: Purposes of Argument

Writing Arguments: References to Consult for Writing Arguments

Writing Arguments: Steps to Writing an Argument - Anticipate Active Opposition

Writing Arguments: Steps to Writing an Argument - Determine Your Organization

Writing Arguments: Steps to Writing an Argument - Develop Your Argument

Writing Arguments: Steps to Writing an Argument - Introduce Your Argument

Writing Arguments: Steps to Writing an Argument - State Your Thesis or Proposition

Writing Arguments: Steps to Writing an Argument - Write Your Conclusion

Writing Arguments: Types of Argument

Appendix A: Books to Help Improve Your Writing

Dictionaries

General Style Manuals

Researching on the Internet

Special Style Manuals

Writing Handbooks

Appendix B: Collaborative Writing and Peer Reviewing

Collaborative Writing: Assignments to Accompany the Group Project

Collaborative Writing: Informal Progress Report

Collaborative Writing: Issues to Resolve

Collaborative Writing: Methodology

Collaborative Writing: Peer Evaluation

Collaborative Writing: Tasks of Collaborative Writing Group Members

Collaborative Writing: Writing Plan

General Introduction

Peer Reviewing

Appendix C: Developing an Improvement Plan

Working with Your Instructor’s Comments and Grades

Appendix D: Writing Plan and Project Schedule

Devising a Writing Project Plan and Schedule

Reviewing Your Plan with Others

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Bibliography and Historical Research

Introduction.

• National Bibliography
• Personal Bibliography
• Corporate Bibliography
• Subject Bibliography
• Searching the Catalog for Bibliographies
• Browsing the Catalog for Bibliographies
• Other Tools for Finding Bibliographies
• Return to HPNL Website

Ask a Librarian

This guide created by Geoffrey Ross, May 4, 2017.

A bibliography is a list of documents, usually published documents like books and articles. This type of bibliography is more accurately called "enumerative bibliography". An enumerative bibliography will attempt to be as comprehensive as possible, within whatever parameters established by the bibliographer.

Bibliographies will list both secondary and primary sources. They are perhaps most valuable to historians for identifying primary sources. (They are still useful for finding secondary sources, but increasingly historians rely on electronic resources, like article databases, to locate secondary sources.)

Think of a bibliography as a guide to the source base for a specific field of inquiry. A high quality bibliography will help you understand what kinds of sources are available, but also what kinds of sources are not available (either because they were never preserved, or because they were never created in the first place).

Take for example the following bibliography:

• British Autobiographies: An Annotated Bibliography of British Autobiographies Published or Written before 1951 by William Matthews Call Number: 016.920041 M43BR Publication Date: 1955

Like many bibliographies, this one includes an introduction or prefatory essay that gives a bibliographic overview of the topic. If you were hoping to use autobiographies for a paper on medieval history, the following information from the preface would save you from wasting your time in a fruitless search:

The essay explains that autobiography does not become an important historical source until the early modern period:

Finally, the essay informs us that these early modern autobiographies are predominantly religious in nature--a useful piece of information if we were hoping to use them as evidence of, for example, the early modern textile trade:

All bibliographies are organized differently, but the best include indexes that help you pinpoint the most relevant entries.

A smart researcher will also use the index to obtain an overview of the entire source base: the index as a whole presents a broad outline of the available sources--the extent of available sources, as well as the the strengths and weaknesses of the source base. Browsing the subject index, if there is one, is often an excellent method of choosing a research topic because it enables you quickly to rule out topics that cannot be researched due to lack of primary sources.

The index to British Autobiographies , for example, tells me that I can find many autobiographies that document British social clubs (like White's and Boodle's), especially from the 19th century:

Unlike indexes you might be familiar with from non-fiction books, the indexes in bibliographies usually reference specific entries, not page numbers.

A bibliography's index will often help guide you systematically through the available sources, as in this entry which prompts you to look under related index entries for even more sources:

There are four main types of enumerative bibliography used for historical research:

Click here to learn more about bibliography as a discipline .

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A publication of the harvard college writing program.

Harvard Guide to Using Sources 

• The Honor Code
• Bibliography

If you are using Chicago style footnotes or endnotes, you should include a bibliography at the end of your paper that provides complete citation information for all of the sources you cite in your paper. Bibliography entries are formatted differently from notes. For bibliography entries, you list the sources alphabetically by last name, so you will list the last name of the author or creator first in each entry. You should single-space within a bibliography entry and double-space between them. When an entry goes longer than one line, use a hanging indent of .5 inches for subsequent lines. Here’s a link to a sample bibliography that shows layout and spacing . You can find a sample of note format here .

Complete note vs. shortened note

Here’s an example of a complete note and a shortened version of a note for a book:

1. Karen Ho, Liquidated: An Ethnography of Wall Street (Durham: Duke University Press, 2009), 27-35.

1. Karen Ho, Liquidated , 27-35.

Note vs. Bibliography entry

The bibliography entry that corresponds with each note is very similar to the longer version of the note, except that the author’s last and first name are reversed in the bibliography entry. To see differences between note and bibliography entries for different types of sources, check this section of the Chicago Manual of Style .

For Liquidated , the bibliography entry would look like this:

Ho, Karen, Liquidated: An Ethnography of Wall Street . Durham: Duke University Press, 2009.

Citing a source with two or three authors

If you are citing a source with two or three authors, list their names in your note in the order they appear in the original source. In the bibliography, invert only the name of the first author and use “and” before the last named author.

1. Melissa Borja and Jacob Gibson, “Internationalism with Evangelical Characteristics: The Case of Evangelical Responses to Southeast Asian Refugees,” The Review of Faith & International Affairs 17, no. 3 (2019): 80-81, https://doi.org/10.1080/15570274.2019.1643983 .

Shortened note:

1. Borja and Gibson, “Internationalism with Evangelical Characteristics,” 80-81.

Bibliography:

Borja, Melissa, and Jacob Gibson. “Internationalism with Evangelical Characteristics: The Case of Evangelical Responses to Southeast Asian Refugees.” The Review of Faith & International Affairs 17. no. 3 (2019): 80–93. https://doi.org/10.1080/15570274.2019.1643983 .

Citing a source with more than three authors

If you are citing a source with more than three authors, include all of them in the bibliography, but only include the first one in the note, followed by et al. ( et al. is the shortened form of the Latin et alia , which means “and others”).

1. Justine M. Nagurney, et al., “Risk Factors for Disability After Emergency Department Discharge in Older Adults,” Academic Emergency Medicine 27, no. 12 (2020): 1271.

Short version of note:

1. Justine M. Nagurney, et al., “Risk Factors for Disability,” 1271.

Nagurney, Justine M., Ling Han, Linda Leo‐Summers, Heather G. Allore, Thomas M. Gill, and Ula Hwang. “Risk Factors for Disability After Emergency Department Discharge in Older Adults.” Academic Emergency Medicine 27, no. 12 (2020): 1270–78. https://doi.org/10.1111/acem.14088 .

Citing a book consulted online

If you are citing a book you consulted online, you should include a URL, DOI, or the name of the database where you found the book.

1. Karen Ho, Liquidated: An Ethnography of Wall Street (Durham: Duke University Press, 2009), 27-35, https://doi-org.ezp-prod1.hul.harvard.edu/10.1215/9780822391371 .

Bibliography entry:

Ho, Karen. Liquidated: An Ethnography of Wall Street . Durham: Duke University Press, 2009. https://doi-org.ezp-prod1.hul.harvard.edu/10.1215/9780822391371 .

Citing an e-book consulted outside of a database

If you are citing an e-book that you accessed outside of a database, you should indicate the format. If you read the book in a format without fixed page numbers (like Kindle, for example), you should not include the page numbers that you saw as you read. Instead, include chapter or section numbers, if possible.

1. Karen Ho, Liquidated: An Ethnography of Wall Street (Durham: Duke University Press, 2009), chap. 2, Kindle.

Ho, Karen. Liquidated: An Ethnography of Wall Street . Durham: Duke University Press, 2009. Kindle.

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What Is a Bibliography?

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A bibliography is a list of books, scholarly  articles , speeches, private records, diaries, interviews, laws, letters, websites, and other sources you use when researching a topic and writing a paper. The bibliography appears at the end.

The main purpose of a bibliography entry is to give credit to authors whose work you've consulted in your research. It also makes it easy for a reader to find out more about your topic by delving into the research that you used to write your paper. In the academic world, papers aren't written in a vacuum; academic journals are the way new research on a topic circulates and previous work is built upon.

Bibliography entries must be written in a very specific format, but that format will depend on the particular style of writing you follow. Your teacher or publisher will tell you which style to use, and for most academic papers it will be either MLA , American Psychological Association (APA), Chicago (author-date citations or footnotes/endnotes format), or Turabian style .

The bibliography is sometimes also called the references, works cited, or works consulted page.

Components of a Bibliography Entry

Bibliography entries will compile:

• Authors and/or editors (and translator, if applicable)
• Title of your source (as well as edition, volume, and the book title if your source is a chapter or article in a multi-author book with an editor)
• Publication information (the city, state, name of the publisher, date published, page numbers consulted, and URL or DOI, if applicable)
• Access date, in the case of online sources (check with the style guide at the beginning of your research as to whether you need to track this information)

Order and Formatting

Your entries should be listed in alphabetical order by the last name of the first author. If you are using two publications that are written by the same author, the order and format will depend on the style guide.

In MLA, Chicago, and Turabian style, you should list the duplicate-author entries in alphabetical order according to the title of the work. The author's name is written as normal for his or her first entry, but for the second entry, you will replace the author's name with three long dashes. 

In APA style, you list the duplicate-author entries in chronological order of publication, placing the earliest first. The name of the author is used for all entries.

For works with more than one author, styles vary as to whether you invert the name of any authors after the first. Whether you use title casing or sentence-style casing on titles of sources, and whether you separate elements with commas or periods also varies among different style guides. Consult the guide's manual for more detailed information.

Bibliography entries are usually formatted using a hanging indent. This means that the first line of each citation is not indented, but subsequent lines of each citation are indented. Check with your instructor or publication to see if this format is required, and look up information in your word processor's help program if you do not know how to create a hanging indent with it.

Chicago's Bibliography vs. Reference System

Chicago has two different ways of citing works consulted: using a bibliography or a references page. Use of a bibliography or a references page depends on whether you're using author-date parenthetical citations in the paper or footnotes/endnotes. If you're using parenthetical citations, then you'll follow the references page formatting. If you're using footnotes or endnotes, you'll use a bibliography. The difference in the formatting of entries between the two systems is the location of the date of the cited publication. In a bibliography, it goes at the end of an entry. In a references list in the author-date style, it goes right after the author's name, similar to APA style.

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Bibliography Research

Introduction.

• National Bibliography
• Personal Bibliography
• Corporate Bibliography
• Subject Bibliography
• Catalog & Bibliographies
• Other Tools for Finding Bibliographies

A bibliography is a list of documents, usually published documents like books and articles. This type of bibliography is more accurately called "enumerative bibliography". An enumerative bibliography will attempt to be as comprehensive as possible, within whatever parameters established by the bibliographer.

Bibliographies will list both secondary and primary sources. They are perhaps most valuable to historians for identifying primary sources. (They are still useful for finding secondary sources, but increasingly historians rely on electronic resources, like article databases, to locate secondary sources.)

Think of a bibliography as a guide to the source base for a specific field of inquiry. A high quality bibliography will help you understand what kinds of sources are available, but also what kinds of sources are not available (either because they were never preserved, or because they were never created in the first place).

Take for example the following bibliography:  

British autobiographies; an annotated bibliography of British autobiographies published or written before 1951 by William Matthews

Call number:  Z2027 .A9 M3 1955

Publication date: 1955

Like many bibliographies, this one includes an introduction or prefatory essay that gives a bibliographic overview of the topic. If you were hoping to use autobiographies for a paper on medieval history, the following information from the preface would save you from wasting your time in a fruitless search:

The essay explains that autobiography does not become an important historical source until the early modern period:

Finally, the essay informs us that these early modern autobiographies are predominantly religious in nature--a useful piece of information if we were hoping to use them as evidence of, for example, the early modern textile trade:

All bibliographies are organized differently, but the best include indexes that help you pinpoint the most relevant entries.

A smart researcher will also use the index to obtain an overview of the entire source base: the index as a whole presents a broad outline of the available sources--the extent of available sources, as well as the the strengths and weaknesses of the source base. Browsing the subject index, if there is one, is often an excellent method of choosing a research topic because it enables you quickly to rule out topics that cannot be researched due to lack of primary sources.

The index to  British Autobiographies , for example, tells me that I can find many autobiographies that document British social clubs (like White's and Boodle's), especially from the 19th century:

Unlike indexes you might be familiar with from non-fiction books, the indexes in bibliographies usually reference specific entries, not page numbers.

A bibliography's index will often help guide you systematically through the available sources, as in this entry which prompts you to look under related index entries for even more sources:

Types of Bibliographies

There are four main types of enumerative bibliographies used for historical research:

enumerative bibliography: 

1. Enumerative bibliography: the listing of books according to some system or reference plan, for example, by author, by subject, or by date. The implication is that the listings will be short, usually providing only the author's name, the book's title, and date and place of publication. Enumerative bibliography (sometimes called systematic bibliography) attempts to record and list, rather than to describe minutely. Little or no information is likely to be provided about physical aspects of the book such as paper, type, illustrations, or binding. A library's card catalog is an example of an enumerative bibliography, and so is the list at the back of a book of works consulted, or a book like the New Cambridge Bibliography of English Literature, which catalogues briefly the works of English writers and the important secondary material about them. ...  (from McGill Library) 

Read more from their lecture on bibliographies from this linked Word Doc: Lecture I Discussion

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• What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

Published on 25 February 2019 by Shona McCombes . Revised on 10 October 2022.

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

It should include:

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

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Table of contents

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

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

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

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

Option 1: Start with your “what”

What research problem or question did you investigate?

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

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

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

Option 2: Start with your “why”

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

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

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

Quantitative methods

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

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

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

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

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

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

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

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

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

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

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

Qualitative methods

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

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

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

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

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

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

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

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

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

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

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

Mixed methods

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

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

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

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

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

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

Specific methods might include:

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

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

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

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

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

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

1. Focus on your objectives and research questions

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

2. Cite relevant sources

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

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

3. Write for your audience

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

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

Methodology refers to the overarching strategy and rationale of your research. Developing your methodology involves studying the research methods used in your field and the theories or principles that underpin them, in order to choose the approach that best matches your objectives.

Methods are the specific tools and procedures you use to collect and analyse data (e.g. interviews, experiments , surveys , statistical tests ).

In a dissertation or scientific paper, the methodology chapter or methods section comes after the introduction and before the results , discussion and conclusion .

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

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

Quantitative methods allow you to test a hypothesis by systematically collecting and analysing data, while qualitative methods allow you to explore ideas and experiences in depth.

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

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

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

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

Lawrence mbuagbaw.

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

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

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

Daeria O. Lawson

Livia puljak.

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

David B. Allison

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

Lehana Thabane

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

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

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

Associated Data

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

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

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

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

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

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

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

epidemiological study” in PubMed.

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

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

What is a methodological study?

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

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

When should we conduct a methodological study?

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

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

How often are methodological studies conducted?

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

Why do we conduct methodological studies?

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

Where can we find methodological studies?

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

Some frequently asked questions about methodological studies

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

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

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

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

Q: How many databases should I search?

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

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

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

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

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

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

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

Q: Should I justify a sample size?

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

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

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

Q: What should I call my study?

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

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

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

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

Q: Should I extract data in duplicate?

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

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

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

Q: What variables are relevant to methodological studies?

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

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

Q: Should I focus only on high impact journals?

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

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

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

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

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

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

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

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

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

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

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

A proposed framework

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

• What is the aim?

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

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

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

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

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

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

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

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

• 2. What is the design?

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

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

• 3. What is the sampling strategy?

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

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

• 4. What is the unit of analysis?

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

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

This framework is outlined in Fig.  2 .

A proposed framework for methodological studies

Conclusions

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

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

Acknowledgements

Abbreviations, authors’ contributions.

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

This work did not receive any dedicated funding.

Availability of data and materials

Ethics approval and consent to participate.

Not applicable.

Consent for publication

Competing interests.

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

Publisher’s Note

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

What Is A Bibliography?

Bibliography Definition: Overview

A bibliography is a list of sources used in researching and writing a work, such as a book, article, or academic paper. It includes detailed information about each source, like the author's name, title, and publication date. Bibliographies serve to credit authors, avoid plagiarism, provide references for readers, and demonstrate the research scope. They can be annotated, which includes summaries or evaluations, or simply list the sources. Proper formatting depends on the required citation style, such as APA, MLA, or Chicago.

Simply put, a bibliography lists all the sources you’ve used while working on a paper. It’s a window where your readers can check and verify the validity of your claims, and to know the origins of your research. Academic papers aren’t the only works that have bibliographies. Websites, interviews, and articles can also have them. 

The definition of bibliography encompasses many of these resource lists. Adding an extensive and authentic bibliography to your work credits the original authors and enhances credibility and trustworthiness.

Purpose of A Bibliography

The purpose of a bibliography is to help you keep track of your research, assist readers in finding more information on the topic, prove that your information comes from trustworthy sources, and give credit to the original sources and authors.

A bibliography has many purposes. That’s why your academic paper must have one. It serves to help in many different things:

• Improves your work’s credibility : It backs up your information and makes it credible and trustworthy.
• Counters plagiarism : It helps give credit to your sources and their authors which helps uphold integrity and counters plagiarism.
• Serves as guidance : By demonstrating your sources, your bibliography helps your readers the ability to explore your topic further and gain a deeper understanding of it.

Struggling with your Annotated Bibliography?

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Types of Bibliographies

Now we’ve gone over the basics of what’s a bibliography, let’s explore the different types. There are several types of them, each having a different purpose:

• Descriptive bibliographies : These provide very detailed information about the sources. They provide information on physical attributes, printing history, format, and edition.
• Enumerative bibliographies : These are not as detailed. They are organized either chronologically, alphabetically, or chronologically.
• Analytical bibliographies : These types examine the sources’ history, context, and production. They offer a deeper analytical view of the sources.

Annotated Bibliographies

A hard entry is the annotated bibliography. Here’s a more extensive guide on how to write an annotated bibliography for your convenience. These go beyond just listing sources. You typically include summaries and evaluations of your source entries with this type.

By doing so, you help your readers grasp the importance of each source and how it contributes to your work. When you properly create an annotated bibliography, you showcase your critical thinking capabilities. This, in turn, can enhance your paper’s overall credibility, and it also helps your readers in their further research.

We’ve explored the many aspects of what is a bibliography and answered the main questions. So, in the spirit of better understanding, let’s also learn about footnotes. 

Footnotes give additional information or citations at the bottom of a page. Footnotes are used to give credit or to highlight your sources without disrupting the flow of your main work. They can also be used to provide additional details that support your writing.

Footnotes can provide context and explanations and can highlight references. This, in turn, guides your readers and helps them fully understand your message. 

Common Mistakes When Creating Your Bibliography

There are many avoidable pitfalls you can counter just by reading our guides, but if you’re tired and need an extra hand, you can always send in a request for help with your bibliography or even a request to ‘ Write my book report .’ We’ll be on that task ASAP. If you’re feeling fit to learn more, here are some crucial pointers to remember:

• Incomplete citations : Be sure to finish your citations by providing all the necessary information like author, title, publication date, and publisher. 
• Bad formatting : Be consistent and stick to one citation style for your bibliography.
• Missing sources : Make sure all the sources you reference in your work are in your bibliography.
• Wrong order : Make sure you’ve organized your entries accordingly.

Formatting and Style

We’ve tackled all the definitions and the bibliography meaning. Now, let’s take a look at the crucial elements of formatting and style. Here’s what to remember:

• APA (American Psychological Association) : This style is commonly used in the social sciences. It highlights the author and publication year in in-text citations.
• MLA (Modern Language Association) : Very widely used in literature and language studies. It highlights the author and page number for in-text citations.
• Chicago/Turabian : This style is used in many different disciplines since it’s considered versatile. This style has two systems. One is the notes and bibliography style, used widely in the humanities. The other one is the author-date system, which is used in the sciences. Turabian is a simplified version of Chicago and is used by students.
• Harvard : This one uses author-date in-text citations and uses a reference list. It’s used in many different fields and is quite popular in Australia and the UK.

Key Takeaways

“What is a bibliography?” Now we know. Let’s remember some of the key points we’ve encountered in this guide for future reference:

• Different types : descriptive, enumerative, analytical.
• Avoiding common pitfalls : complete citations, be consistent, organize and include all sources.
• Choose one style : Choose MLA, APA, Chicago/Turabian or Harvard and stick to one style for your whole bibliography.

We hope you’ll retain all the information we’ve given you. You can always come back to our article if you need more time to memorize. We wish you luck in all your academic ventures.

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What is a bibliography page?

It’s a section at the end of your paper or your book. Here, you list all the sources that you used. You include details about the books, articles, websites, and every other material you used when researching.

What is bibliographic information?

This refers to the details about a source in your bibliography. This refers to the author’s name, the work’s title, the publication date, the publisher, and so on. This information helps your readers verify and find your sources.

What is a bibliography in an essay?

It’s the list of your sources that can be found at the end of your essay. It gives credit to your sources and backs up your claims.

What is the purpose of a bibliography?

Its purpose is to provide you and your readers with a clear, authentic, and organized list of sources. Sources you’ve used to back up your research and writing. It improves your work’s credibility, trustworthiness, and professionalism.

A good annotated bibliography is essentially a brief description of works cited. An important difference between your own ideas and scientific writing is how credible the sources are. The works cited in your annotated bibliography offer a brief description of your research process.

What is an annotated bibliography?

It’s like a standard bibliography but has an additional summary and evaluation of each source. It can be difficult to make, that's why an annotated bibliography writing service can be helpful when you’re having trouble. 

A high-quality bibliography writing service knows every detail of the citation process - from the author date style and page numbers to multi source volumes and style guides. Give it a try and feel the difference!

What is a bibliographic reference?

This simply refers to a source you’ve used in your research. They serve to acknowledge the authors and works you’ve sourced to avoid plagiarism, give credit, and guide your readers. 

When working on an annotated bibliography, the works cited from doing your own research, have to be on the references page. A good annotated bibliography entry has a references list in a style guide proposed by the university in APA format, MLA works cited format or any format for bibliographic information.

• California State University, Northridge

FCS 681: Research Methods

• Annotated Bibliography
• Finding Books
• Finding Scholarly Articles
• Evaluating Sources
• Citation Managers
• Literature Reviews
• Presentations and Images
• Career Resources
• Graduate Student Resources

What is An Annotated Bibliography?

An annotated bibliography is a list of sources (books, articles, websites, etc.) with short paragraph about each source. An annotated bibliography is sometimes a useful step before drafting a research paper, or it can stand alone as an overview of the research available on a topic.

Each source in the annotated bibliography has a citation - the information a reader needs to find the original source, in a consistent format to make that easier. These consistent formats are called citation styles.  The most common citation styles are MLA (Modern Language Association) for humanities, and APA (American Psychological Association) for social sciences.

Annotations are about 4 to 6 sentences long (roughly 150 words), and address:

•     Main focus or purpose of the work
•     Usefulness or relevance to your research topic 
•     Special features of the work that were unique or helpful
•     Background and credibility of the author
•     Conclusions or observations reached by the author
•     Conclusions or observations reached by you

Annotations versus Abstracts

Many scholarly articles start with an abstract, which is the author's summary of the article to help you decide whether you should read the entire article.  This abstract is not the same thing as an annotation.  The annotation needs to be in your own words, to explain the relevance of the source to your particular assignment or research question.

Annotated Bibliography video

APA 7th Annotated Bibliography Examples

Journal article

Alvarez, N. & Mearns, J. (2014). The benefits of writing and performing in the spoken word poetry community.  The Arts in Psychotherapy, 41 (3), 263-268.  https://doi.org/10.1016/j.aip.2014.03.004 Prior research has shown narrative writing to help with making meaning out of trauma. This article uses grounded theory to analyze semi-structured interviews with ten spoken word poets.  Because spoken word poetry is performed live, it creates personal and community connections that enhance the emotional development and resolution offered by the practice of writing. The findings are limited by the small, nonrandom sample (all the participants were from the same community).

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• Citing Sources

Citing Sources: What are citations and why should I use them?

What is a citation.

Citations are a way of giving credit when certain material in your work came from another source. It also gives your readers the information necessary to find that source again-- it provides an important roadmap to your research process. Whenever you use sources such as books, journals or websites in your research, you must give credit to the original author by citing the source. 

Why do researchers cite?

Scholarship is a conversation  and scholars use citations not only to  give credit  to original creators and thinkers, but also to  add strength and authority  to their own work.  By citing their sources, scholars are  placing their work in a specific context  to show where they “fit” within the larger conversation.  Citations are also a great way to  leave a trail  intended to help others who may want to explore the conversation or use the sources in their own work.

In short, citations

(1) give credit

(2) add strength and authority to your work

(3) place your work in a specific context

(4) leave a trail for other scholars

"Good citations should reveal your sources, not conceal them. They should honeslty reflect the research you conducted." (Lipson 4)

Lipson, Charles. "Why Cite?"  Cite Right: A Quick Guide to Citation Styles--MLA, APA, Chicago, the Sciences, Professions, and More . Chicago: U of Chicago, 2006. Print.

What does a citation look like?

Different subject disciplines call for citation information to be written in very specific order, capitalization, and punctuation. There are therefore many different style formats. Three popular citation formats are MLA Style (for humanities articles) and APA or Chicago (for social sciences articles).

MLA style (print journal article):  

Whisenant, Warren A. "How Women Have Fared as Interscholastic Athletic Administrators Since the Passage of Title IX." Sex Roles Vol. 49.3 (2003): 179-182.

APA style (print journal article):

Whisenant, W. A. (2003) How Women Have Fared as Interscholastic Athletic Administrators Since the Passage of Title IX. Sex Roles , 49 (3), 179-182.

Chicago style (print journal article):

Whisenant, Warren A. "How Women Have Fared as Interscholastic Athletic Administrators Since the Passage of Title IX." Sex Roles 49, no. 3 (2003): 179-182.

No matter which style you use, all citations require the same basic information:

• Author or Creator
• Container (e.g., Journal or magazine, website, edited book)
• Date of creation or publication
• Publisher 

You are most likely to have easy access to all of your citation information when you find it in the first place. Take note of this information up front, and it will be much easier to cite it effectively later.

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• PSYC300: Research Methods
• Annotated Bibliography

PSYC300: Research Methods: Annotated Bibliography

• Getting Started
• Evaluating Information
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• Research Process

What is an annotated bibliography?

The purpose of the annotated bibliography is to informat the reader of the relevance, accuracy, and quality of the sources cited. Annotated references (or bibliographies) are different from abstracts in that abstracts are purely descriptive summaries of a research paper found at the beginning of the article. Annotated bibliographies are descriptive but also critical; they should summarize the theory/hypotheses/method/findings of the study, evaluate the validity or contributions of the study, and explain how the work illuminates your won topic of study.

How to prepare an annotated bibliography

• Sample annotated bibliography

A guide to preparing an annotated bibliography from Cornell University Library .

A sample annotated bibliography: 

Annotated Bibliography Assignment

Your annotated references should include the following 4 components for each of your five references:

• Complete citation of source in APA format.
• Status of the reference -- Do you have access to the full article at this time? Are you waiting on it from Interlibrary Loan? If so, when did you request the article?
• A brief summary of the article (including subject, authors' theory and/or hypothesis, methodology, findings, summary of key points; your evaluative comments on the work -- i.e., its validity and contributions; how it relates to other work in the field and findings by others).
• Explanation of how the reference will fit into your paper (i.e., how does it lead to justify your hypothesis and/or support your argument?)

Organizing a paper

• Organizing a paper Organization of a scientific paper - This will give information about the basic organization of scientific papers and where to find what (i.e., specific hypothesis being tested, etc.) How to read a scientific research paper - This will give you more specific information about how to analyze a scientific research paper -- namely, the kinds of questions you should address from each section of the article. Use this as a guide for creating your article summaries and coming up with your discussion questions.
• How to read a Scientific Research Paper
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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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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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Research Writing and Analysis

• NVivo Group and Study Sessions
• SPSS This link opens in a new window
• Statistical Analysis Group sessions
• Using Qualtrics
• Dissertation and Data Analysis Group Sessions
• Defense Schedule - Commons Calendar This link opens in a new window
• Research Process Flow Chart
• Research Alignment Chapter 1 This link opens in a new window
• Step 1: Seek Out Evidence
• Step 2: Explain
• Step 3: The Big Picture
• Step 4: Own It
• Step 5: Illustrate
• Annotated Bibliography
• Literature Review This link opens in a new window
• Systematic Reviews & Meta-Analyses
• How to Synthesize and Analyze
• Synthesis and Analysis Practice
• Synthesis and Analysis Group Sessions
• Problem Statement
• Purpose Statement
• Conceptual Framework
• Theoretical Framework
• Locating Theoretical and Conceptual Frameworks This link opens in a new window
• Quantitative Research Questions
• Qualitative Research Questions
• Trustworthiness of Qualitative Data
• Analysis and Coding Example- Qualitative Data
• Thematic Data Analysis in Qualitative Design
• Dissertation to Journal Article This link opens in a new window
• International Journal of Online Graduate Education (IJOGE) This link opens in a new window
• Journal of Research in Innovative Teaching & Learning (JRIT&L) This link opens in a new window

What is an Annotated Bibliography?

An annotated bibliography is a summary and evaluation of a resource. According to Merriam-Webster, a bibliography is “the works or a list of the works referred to in a text or consulted by the author in its production.” Your references (APA) or Works Cited (MLA) can be considered a bibliography. A bibliography follows a documentation style and usually includes bibliographic information (i.e., the author(s), title, publication date, place of publication, publisher, etc.). An annotation refers to explanatory notes or comments on a source.

An annotated bibliography, therefore, typically consists of:

Documentation for each source you have used, following the required documentation style.

For each entry, one to three paragraphs that:

Begins  with a summary ,

Evaluates  the reliability of the information,

Demonstrates  how the information relates to previous and future research.

Entries in an annotated bibliography should be in alphabetical order.

** Please note: This may vary depending on your professor’s requirements.

Why Write an Annotated Bibliography?

Why Write an Annotated Bibliography

Writing an annotated bibliography will help you understand your topics in-depth.

An annotated bibliography is useful for organizing and cataloging resources when developing an argument.

Formatting an Annotated Bibliography

Formatting Annotated Bibliographies

• Use 1-inch margins all around
• Indent annotations ½ inch from the left margin.
• Use double spacing.
• Entries should be in alphabetical order.

Structure of an Annotated Bibliography

This table provides a high-level outline of the structure of a research article and how each section relates to important information for developing an annotated bibliography.

Annotated Bibliography Sample Outline

Author, S. A. (date of publication). Title of the article.  Title of Periodical, vol.  (issue), page-page.  https://doi.org/XXXXXX

Write one or two paragraphs that focus on the study and its findings.

• Two or more sentences that outline the thesis, hypothesis, and population of the study.
• Two or more sentences that discuss the methodology.
• Two or more sentences that discuss the study findings.  
• One or more sentences evaluating the study and its relationship to other studies.

Sample Annotated Bibliographies

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Referencing

Referencing is one of the most important aspects of any academic research and poor or lack of referencing will not only diminish your marks, but such practices may also be perceived as plagiarism by your university and disciplinary actions may follow that may even result in expulsion from the course.

Difference between References and Bibliography

It is very important to be able to distinguish between References and Bibliography. Under References you list resources that you referred to within the body of the work that also include quotations.  For example,

It has been noted that “time and the management of time is an important issue, and the supply of time management products – books, articles, CDs, workshops, etc. – reflects the huge demand for these products” (Walsh, 2007, p.3).

Interchangeability of identical parts and a high level of straightforwardness of attaching these parts through the assembly line can be considered as revolutionary components of Fordism for the first part of the 20 th century (Nolan, 2008).

Under Bibliography, on the other hand, you need to list resources that you have read during the research process in order to widen your knowledge about the research area , but specific piece of information from these resources have not been used in your research in the direct manner. You do not need to refer to Bibliography within the body of the text.

There are various methods of referencing such as Harvard, APA and Vancouver referencing systems. You should check with your dissertation handbook for the exact type of referencing required and follow this requirement thoroughly.

John Dudovskiy

Qualitative Research Methods Group

School of education.

Bibliography

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Butler-Kisber, L. (2010). Qualitative inquiry: Thematic, narrative and arts-informed perspectives Sage Publications.

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Loncoln, Y. S., & Guba, E. G. (1985). Naturalistic inquiry. Beverly Hills: Sage Publications. Marshall, C., & Rossman, G. B. (2006). Designing qualitative research (4th ed ed.). London: Sage Publications.

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Novick, G. (2008). Is there a bias against telephone interviews in qualitative research? Research in Nursing & Health, 31(4), 391-398.

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This glossary is intended to assist you in understanding commonly used terms and concepts when reading, interpreting, and evaluating scholarly research. Also included are common words and phrases defined within the context of how they apply to research in the social and behavioral sciences.

• Acculturation -- refers to the process of adapting to another culture, particularly in reference to blending in with the majority population [e.g., an immigrant adopting American customs]. However, acculturation also implies that both cultures add something to one another, but still remain distinct groups unto themselves.
• Accuracy -- a term used in survey research to refer to the match between the target population and the sample.
• Affective Measures -- procedures or devices used to obtain quantified descriptions of an individual's feelings, emotional states, or dispositions.
• Aggregate -- a total created from smaller units. For instance, the population of a county is an aggregate of the populations of the cities, rural areas, etc. that comprise the county. As a verb, it refers to total data from smaller units into a large unit.
• Anonymity -- a research condition in which no one, including the researcher, knows the identities of research participants.
• Baseline -- a control measurement carried out before an experimental treatment.
• Behaviorism -- school of psychological thought concerned with the observable, tangible, objective facts of behavior, rather than with subjective phenomena such as thoughts, emotions, or impulses. Contemporary behaviorism also emphasizes the study of mental states such as feelings and fantasies to the extent that they can be directly observed and measured.
• Beliefs -- ideas, doctrines, tenets, etc. that are accepted as true on grounds which are not immediately susceptible to rigorous proof.
• Benchmarking -- systematically measuring and comparing the operations and outcomes of organizations, systems, processes, etc., against agreed upon "best-in-class" frames of reference.
• Bias -- a loss of balance and accuracy in the use of research methods. It can appear in research via the sampling frame, random sampling, or non-response. It can also occur at other stages in research, such as while interviewing, in the design of questions, or in the way data are analyzed and presented. Bias means that the research findings will not be representative of, or generalizable to, a wider population.
• Case Study -- the collection and presentation of detailed information about a particular participant or small group, frequently including data derived from the subjects themselves.
• Causal Hypothesis -- a statement hypothesizing that the independent variable affects the dependent variable in some way.
• Causal Relationship -- the relationship established that shows that an independent variable, and nothing else, causes a change in a dependent variable. It also establishes how much of a change is shown in the dependent variable.
• Causality -- the relation between cause and effect.
• Central Tendency -- any way of describing or characterizing typical, average, or common values in some distribution.
• Chi-square Analysis -- a common non-parametric statistical test which compares an expected proportion or ratio to an actual proportion or ratio.
• Claim -- a statement, similar to a hypothesis, which is made in response to the research question and that is affirmed with evidence based on research.
• Classification -- ordering of related phenomena into categories, groups, or systems according to characteristics or attributes.
• Cluster Analysis -- a method of statistical analysis where data that share a common trait are grouped together. The data is collected in a way that allows the data collector to group data according to certain characteristics.
• Cohort Analysis -- group by group analytic treatment of individuals having a statistical factor in common to each group. Group members share a particular characteristic [e.g., born in a given year] or a common experience [e.g., entering a college at a given time].
• Confidentiality -- a research condition in which no one except the researcher(s) knows the identities of the participants in a study. It refers to the treatment of information that a participant has disclosed to the researcher in a relationship of trust and with the expectation that it will not be revealed to others in ways that violate the original consent agreement, unless permission is granted by the participant.
• Confirmability Objectivity -- the findings of the study could be confirmed by another person conducting the same study.
• Construct -- refers to any of the following: something that exists theoretically but is not directly observable; a concept developed [constructed] for describing relations among phenomena or for other research purposes; or, a theoretical definition in which concepts are defined in terms of other concepts. For example, intelligence cannot be directly observed or measured; it is a construct.
• Construct Validity -- seeks an agreement between a theoretical concept and a specific measuring device, such as observation.
• Constructivism -- the idea that reality is socially constructed. It is the view that reality cannot be understood outside of the way humans interact and that the idea that knowledge is constructed, not discovered. Constructivists believe that learning is more active and self-directed than either behaviorism or cognitive theory would postulate.
• Content Analysis -- the systematic, objective, and quantitative description of the manifest or latent content of print or nonprint communications.
• Context Sensitivity -- awareness by a qualitative researcher of factors such as values and beliefs that influence cultural behaviors.
• Control Group -- the group in an experimental design that receives either no treatment or a different treatment from the experimental group. This group can thus be compared to the experimental group.
• Controlled Experiment -- an experimental design with two or more randomly selected groups [an experimental group and control group] in which the researcher controls or introduces the independent variable and measures the dependent variable at least two times [pre- and post-test measurements].
• Correlation -- a common statistical analysis, usually abbreviated as r, that measures the degree of relationship between pairs of interval variables in a sample. The range of correlation is from -1.00 to zero to +1.00. Also, a non-cause and effect relationship between two variables.
• Covariate -- a product of the correlation of two related variables times their standard deviations. Used in true experiments to measure the difference of treatment between them.
• Credibility -- a researcher's ability to demonstrate that the object of a study is accurately identified and described based on the way in which the study was conducted.
• Critical Theory -- an evaluative approach to social science research, associated with Germany's neo-Marxist “Frankfurt School,” that aims to criticize as well as analyze society, opposing the political orthodoxy of modern communism. Its goal is to promote human emancipatory forces and to expose ideas and systems that impede them.
• Data -- factual information [as measurements or statistics] used as a basis for reasoning, discussion, or calculation.
• Data Mining -- the process of analyzing data from different perspectives and summarizing it into useful information, often to discover patterns and/or systematic relationships among variables.
• Data Quality -- this is the degree to which the collected data [results of measurement or observation] meet the standards of quality to be considered valid [trustworthy] and  reliable [dependable].
• Deductive -- a form of reasoning in which conclusions are formulated about particulars from general or universal premises.
• Dependability -- being able to account for changes in the design of the study and the changing conditions surrounding what was studied.
• Dependent Variable -- a variable that varies due, at least in part, to the impact of the independent variable. In other words, its value “depends” on the value of the independent variable. For example, in the variables “gender” and “academic major,” academic major is the dependent variable, meaning that your major cannot determine whether you are male or female, but your gender might indirectly lead you to favor one major over another.
• Deviation -- the distance between the mean and a particular data point in a given distribution.
• Discourse Community -- a community of scholars and researchers in a given field who respond to and communicate to each other through published articles in the community's journals and presentations at conventions. All members of the discourse community adhere to certain conventions for the presentation of their theories and research.
• Discrete Variable -- a variable that is measured solely in whole units, such as, gender and number of siblings.
• Distribution -- the range of values of a particular variable.
• Effect Size -- the amount of change in a dependent variable that can be attributed to manipulations of the independent variable. A large effect size exists when the value of the dependent variable is strongly influenced by the independent variable. It is the mean difference on a variable between experimental and control groups divided by the standard deviation on that variable of the pooled groups or of the control group alone.
• Emancipatory Research -- research is conducted on and with people from marginalized groups or communities. It is led by a researcher or research team who is either an indigenous or external insider; is interpreted within intellectual frameworks of that group; and, is conducted largely for the purpose of empowering members of that community and improving services for them. It also engages members of the community as co-constructors or validators of knowledge.
• Empirical Research -- the process of developing systematized knowledge gained from observations that are formulated to support insights and generalizations about the phenomena being researched.
• Epistemology -- concerns knowledge construction; asks what constitutes knowledge and how knowledge is validated.
• Ethnography -- method to study groups and/or cultures over a period of time. The goal of this type of research is to comprehend the particular group/culture through immersion into the culture or group. Research is completed through various methods but, since the researcher is immersed within the group for an extended period of time, more detailed information is usually collected during the research.
• Expectancy Effect -- any unconscious or conscious cues that convey to the participant in a study how the researcher wants them to respond. Expecting someone to behave in a particular way has been shown to promote the expected behavior. Expectancy effects can be minimized by using standardized interactions with subjects, automated data-gathering methods, and double blind protocols.
• External Validity -- the extent to which the results of a study are generalizable or transferable.
• Factor Analysis -- a statistical test that explores relationships among data. The test explores which variables in a data set are most related to each other. In a carefully constructed survey, for example, factor analysis can yield information on patterns of responses, not simply data on a single response. Larger tendencies may then be interpreted, indicating behavior trends rather than simply responses to specific questions.
• Field Studies -- academic or other investigative studies undertaken in a natural setting, rather than in laboratories, classrooms, or other structured environments.
• Focus Groups -- small, roundtable discussion groups charged with examining specific topics or problems, including possible options or solutions. Focus groups usually consist of 4-12 participants, guided by moderators to keep the discussion flowing and to collect and report the results.
• Framework -- the structure and support that may be used as both the launching point and the on-going guidelines for investigating a research problem.
• Generalizability -- the extent to which research findings and conclusions conducted on a specific study to groups or situations can be applied to the population at large.
• Grey Literature -- research produced by organizations outside of commercial and academic publishing that publish materials, such as, working papers, research reports, and briefing papers.
• Grounded Theory -- practice of developing other theories that emerge from observing a group. Theories are grounded in the group's observable experiences, but researchers add their own insight into why those experiences exist.
• Group Behavior -- behaviors of a group as a whole, as well as the behavior of an individual as influenced by his or her membership in a group.
• Hypothesis -- a tentative explanation based on theory to predict a causal relationship between variables.
• Independent Variable -- the conditions of an experiment that are systematically manipulated by the researcher. A variable that is not impacted by the dependent variable, and that itself impacts the dependent variable. In the earlier example of "gender" and "academic major," (see Dependent Variable) gender is the independent variable.
• Individualism -- a theory or policy having primary regard for the liberty, rights, or independent actions of individuals.
• Inductive -- a form of reasoning in which a generalized conclusion is formulated from particular instances.
• Inductive Analysis -- a form of analysis based on inductive reasoning; a researcher using inductive analysis starts with answers, but formulates questions throughout the research process.
• Insiderness -- a concept in qualitative research that refers to the degree to which a researcher has access to and an understanding of persons, places, or things within a group or community based on being a member of that group or community.
• Internal Consistency -- the extent to which all questions or items assess the same characteristic, skill, or quality.
• Internal Validity -- the rigor with which the study was conducted [e.g., the study's design, the care taken to conduct measurements, and decisions concerning what was and was not measured]. It is also the extent to which the designers of a study have taken into account alternative explanations for any causal relationships they explore. In studies that do not explore causal relationships, only the first of these definitions should be considered when assessing internal validity.
• Life History -- a record of an event/events in a respondent's life told [written down, but increasingly audio or video recorded] by the respondent from his/her own perspective in his/her own words. A life history is different from a "research story" in that it covers a longer time span, perhaps a complete life, or a significant period in a life.
• Margin of Error -- the permittable or acceptable deviation from the target or a specific value. The allowance for slight error or miscalculation or changing circumstances in a study.
• Measurement -- process of obtaining a numerical description of the extent to which persons, organizations, or things possess specified characteristics.
• Meta-Analysis -- an analysis combining the results of several studies that address a set of related hypotheses.
• Methodology -- a theory or analysis of how research does and should proceed.
• Methods -- systematic approaches to the conduct of an operation or process. It includes steps of procedure, application of techniques, systems of reasoning or analysis, and the modes of inquiry employed by a discipline.
• Mixed-Methods -- a research approach that uses two or more methods from both the quantitative and qualitative research categories. It is also referred to as blended methods, combined methods, or methodological triangulation.
• Modeling -- the creation of a physical or computer analogy to understand a particular phenomenon. Modeling helps in estimating the relative magnitude of various factors involved in a phenomenon. A successful model can be shown to account for unexpected behavior that has been observed, to predict certain behaviors, which can then be tested experimentally, and to demonstrate that a given theory cannot account for certain phenomenon.
• Models -- representations of objects, principles, processes, or ideas often used for imitation or emulation.
• Naturalistic Observation -- observation of behaviors and events in natural settings without experimental manipulation or other forms of interference.
• Norm -- the norm in statistics is the average or usual performance. For example, students usually complete their high school graduation requirements when they are 18 years old. Even though some students graduate when they are younger or older, the norm is that any given student will graduate when he or she is 18 years old.
• Null Hypothesis -- the proposition, to be tested statistically, that the experimental intervention has "no effect," meaning that the treatment and control groups will not differ as a result of the intervention. Investigators usually hope that the data will demonstrate some effect from the intervention, thus allowing the investigator to reject the null hypothesis.
• Ontology -- a discipline of philosophy that explores the science of what is, the kinds and structures of objects, properties, events, processes, and relations in every area of reality.
• Panel Study -- a longitudinal study in which a group of individuals is interviewed at intervals over a period of time.
• Participant -- individuals whose physiological and/or behavioral characteristics and responses are the object of study in a research project.
• Peer-Review -- the process in which the author of a book, article, or other type of publication submits his or her work to experts in the field for critical evaluation, usually prior to publication. This is standard procedure in publishing scholarly research.
• Phenomenology -- a qualitative research approach concerned with understanding certain group behaviors from that group's point of view.
• Philosophy -- critical examination of the grounds for fundamental beliefs and analysis of the basic concepts, doctrines, or practices that express such beliefs.
• Phonology -- the study of the ways in which speech sounds form systems and patterns in language.
• Policy -- governing principles that serve as guidelines or rules for decision making and action in a given area.
• Policy Analysis -- systematic study of the nature, rationale, cost, impact, effectiveness, implications, etc., of existing or alternative policies, using the theories and methodologies of relevant social science disciplines.
• Population -- the target group under investigation. The population is the entire set under consideration. Samples are drawn from populations.
• Position Papers -- statements of official or organizational viewpoints, often recommending a particular course of action or response to a situation.
• Positivism -- a doctrine in the philosophy of science, positivism argues that science can only deal with observable entities known directly to experience. The positivist aims to construct general laws, or theories, which express relationships between phenomena. Observation and experiment is used to show whether the phenomena fit the theory.
• Predictive Measurement -- use of tests, inventories, or other measures to determine or estimate future events, conditions, outcomes, or trends.
• Principal Investigator -- the scientist or scholar with primary responsibility for the design and conduct of a research project.
• Probability -- the chance that a phenomenon will occur randomly. As a statistical measure, it is shown as p [the "p" factor].
• Questionnaire -- structured sets of questions on specified subjects that are used to gather information, attitudes, or opinions.
• Random Sampling -- a process used in research to draw a sample of a population strictly by chance, yielding no discernible pattern beyond chance. Random sampling can be accomplished by first numbering the population, then selecting the sample according to a table of random numbers or using a random-number computer generator. The sample is said to be random because there is no regular or discernible pattern or order. Random sample selection is used under the assumption that sufficiently large samples assigned randomly will exhibit a distribution comparable to that of the population from which the sample is drawn. The random assignment of participants increases the probability that differences observed between participant groups are the result of the experimental intervention.
• Reliability -- the degree to which a measure yields consistent results. If the measuring instrument [e.g., survey] is reliable, then administering it to similar groups would yield similar results. Reliability is a prerequisite for validity. An unreliable indicator cannot produce trustworthy results.
• Representative Sample -- sample in which the participants closely match the characteristics of the population, and thus, all segments of the population are represented in the sample. A representative sample allows results to be generalized from the sample to the population.
• Rigor -- degree to which research methods are scrupulously and meticulously carried out in order to recognize important influences occurring in an experimental study.
• Sample -- the population researched in a particular study. Usually, attempts are made to select a "sample population" that is considered representative of groups of people to whom results will be generalized or transferred. In studies that use inferential statistics to analyze results or which are designed to be generalizable, sample size is critical, generally the larger the number in the sample, the higher the likelihood of a representative distribution of the population.
• Sampling Error -- the degree to which the results from the sample deviate from those that would be obtained from the entire population, because of random error in the selection of respondent and the corresponding reduction in reliability.
• Saturation -- a situation in which data analysis begins to reveal repetition and redundancy and when new data tend to confirm existing findings rather than expand upon them.
• Semantics -- the relationship between symbols and meaning in a linguistic system. Also, the cuing system that connects what is written in the text to what is stored in the reader's prior knowledge.
• Social Theories -- theories about the structure, organization, and functioning of human societies.
• Sociolinguistics -- the study of language in society and, more specifically, the study of language varieties, their functions, and their speakers.
• Standard Deviation -- a measure of variation that indicates the typical distance between the scores of a distribution and the mean; it is determined by taking the square root of the average of the squared deviations in a given distribution. It can be used to indicate the proportion of data within certain ranges of scale values when the distribution conforms closely to the normal curve.
• Statistical Analysis -- application of statistical processes and theory to the compilation, presentation, discussion, and interpretation of numerical data.
• Statistical Bias -- characteristics of an experimental or sampling design, or the mathematical treatment of data, that systematically affects the results of a study so as to produce incorrect, unjustified, or inappropriate inferences or conclusions.
• Statistical Significance -- the probability that the difference between the outcomes of the control and experimental group are great enough that it is unlikely due solely to chance. The probability that the null hypothesis can be rejected at a predetermined significance level [0.05 or 0.01].
• Statistical Tests -- researchers use statistical tests to make quantitative decisions about whether a study's data indicate a significant effect from the intervention and allow the researcher to reject the null hypothesis. That is, statistical tests show whether the differences between the outcomes of the control and experimental groups are great enough to be statistically significant. If differences are found to be statistically significant, it means that the probability [likelihood] that these differences occurred solely due to chance is relatively low. Most researchers agree that a significance value of .05 or less [i.e., there is a 95% probability that the differences are real] sufficiently determines significance.
• Subcultures -- ethnic, regional, economic, or social groups exhibiting characteristic patterns of behavior sufficient to distinguish them from the larger society to which they belong.
• Testing -- the act of gathering and processing information about individuals' ability, skill, understanding, or knowledge under controlled conditions.
• Theory -- a general explanation about a specific behavior or set of events that is based on known principles and serves to organize related events in a meaningful way. A theory is not as specific as a hypothesis.
• Treatment -- the stimulus given to a dependent variable.
• Trend Samples -- method of sampling different groups of people at different points in time from the same population.
• Triangulation -- a multi-method or pluralistic approach, using different methods in order to focus on the research topic from different viewpoints and to produce a multi-faceted set of data. Also used to check the validity of findings from any one method.
• Unit of Analysis -- the basic observable entity or phenomenon being analyzed by a study and for which data are collected in the form of variables.
• Validity -- the degree to which a study accurately reflects or assesses the specific concept that the researcher is attempting to measure. A method can be reliable, consistently measuring the same thing, but not valid.
• Variable -- any characteristic or trait that can vary from one person to another [race, gender, academic major] or for one person over time [age, political beliefs].
• Weighted Scores -- scores in which the components are modified by different multipliers to reflect their relative importance.
• White Paper -- an authoritative report that often states the position or philosophy about a social, political, or other subject, or a general explanation of an architecture, framework, or product technology written by a group of researchers. A white paper seeks to contain unbiased information and analysis regarding a business or policy problem that the researchers may be facing.

Elliot, Mark, Fairweather, Ian, Olsen, Wendy Kay, and Pampaka, Maria. A Dictionary of Social Research Methods. Oxford, UK: Oxford University Press, 2016; Free Social Science Dictionary. Socialsciencedictionary.com [2008]. Glossary. Institutional Review Board. Colorado College; Glossary of Key Terms. Writing@CSU. Colorado State University; Glossary A-Z. Education.com; Glossary of Research Terms. Research Mindedness Virtual Learning Resource. Centre for Human Servive Technology. University of Southampton; Miller, Robert L. and Brewer, John D. The A-Z of Social Research: A Dictionary of Key Social Science Research Concepts London: SAGE, 2003; Jupp, Victor. The SAGE Dictionary of Social and Cultural Research Methods . London: Sage, 2006.

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What is a Bibliography

Written by: Laura Carpenter

April 25, 2024

Time to read 1 min

A bibliography is a detailed list of sources that an author has consulted, cited, or referenced in their work. In the world of book publishing, a bibliography is an essential component of any scholarly or academic publication, as it provides readers with valuable information about the sources used to support the author's arguments, research, or ideas.

A well-constructed bibliography not only gives credit to the original authors and researchers whose work has influenced the book being published, but it also allows readers to delve deeper into the subject matter by exploring the referenced sources themselves. This can be particularly helpful for students, researchers, and academics who are looking to expand their knowledge on a particular topic or verify the accuracy of the information presented in a book. 

Whether you are a student looking for credible sources for a research paper, an academic seeking to validate your own research, or simply a curious reader interested in learning more about a specific subject, you can trust that the bibliographies in our books will guide you in the right direction.

If you are interested in exploring the world of scholarly publishing and discovering new books that are rigorously researched and meticulously documented, we invite you to browse our website and explore our diverse collection of titles. You can be confident that the books you find here will not only inform and inspire you, but also provide you with a solid foundation for further exploration and learning.

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‘My parkrun friends.’ A qualitative study of social experiences of men at parkrun in Ireland

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Allison Dunne, Helen Quirk, Alice Bullas, Steve Haake, ‘My parkrun friends.’ A qualitative study of social experiences of men at parkrun in Ireland, Health Promotion International , Volume 39, Issue 3, June 2024, daae045, https://doi.org/10.1093/heapro/daae045

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Social support is a well-established determinant of mental wellbeing. Community initiatives, which combine a purposeful activity with social connection, may be appropriate to promote the mental wellbeing of middle-aged men in Ireland—a group at risk of poor mental wellbeing due to social isolation. parkrun offers free, weekly, 5km run or walk events in 22 countries. This study aims to explore the social experience of parkrun participation for middle-aged men in Ireland and considers how social connections made at parkrun relate to mental wellbeing. Online semi-structured interviews were conducted in 2022/23 with 39 men aged 45–64 years, who run, walk or volunteer at parkrun in Ireland, recruited purposively in rural and urban communities. Men with a range of parkrun experience gave interviews lasting a mean of 32 minutes. Interviews were recorded and transcribed verbatim. Reflexive thematic analysis resulted in three themes and ten subthemes. The men described parkrun as offering a welcoming and supportive environment (Theme 1). Men at parkrun could choose the level of social connections, building strong or weak social ties to provide social support and improve mental wellbeing (Theme 2). Social engagement with parkrun evolved following repeated participation (Theme 3). The results suggest that parkrun is a suitable community initiative for middle-aged men at risk of poor mental wellbeing due to social isolation. Social connections were developed after repeated participation in parkrun and these connections improved subjective mental wellbeing. The findings from this study could be used to design new initiatives for mental health promotion.

This study considers how social connections made through community initiatives, such as parkrun, can be used to support mental wellbeing in middle-aged men in Ireland.

Both strong and weak social ties provided social support.

Social connections were developed after repeated participation in parkrun and these connections improved subjective mental wellbeing.

This information can be useful when recommending community initiatives to populations at risk of poor mental wellbeing due to social isolation.

It could also be useful when designing new interventions for mental health promotion.

Mental wellbeing is defined as a state of positive mental health which is vital for quality of life ( World Health Organization, 2022 ). Maintaining a state of good mental wellbeing can be preventative against mental health conditions and suicide ( Keyes et al ., 2010 ; Barry et al ., 2019 ). Social connections, incorporating social support, social capital and social networks, are recognized as determinants of mental health and wellbeing ( Umberson and Karas Montez, 2010 ; Thoits, 2011 ; Holt-Lunstad, 2022 ) and have been identified as a priority area for public health policy ( Holt-Lunstad, 2023 ; World Health Organization, 2023 ).

Ireland’s national mental health promotion plan Stronger Together highlights the importance of community programmes to improve social connection, particularly in the post-COVID-19 pandemic environment where communities are recovering from long periods of lockdowns and hardship which saw people become socially isolated ( Health Service Executive, 2022 ). Social isolation and the subjective feeling of loneliness are risk factors for premature mortality ( Elovainio et al ., 2017 ) and mental health conditions. One population group in Ireland who are known to be at risk of social isolation and poor mental wellbeing are middle-aged men (often defined as aged 45–65 years) who live in deprived neighbourhoods or who belong to marginalized groups ( Health Service Executive, 2016 ; O’Donnell & Richardson, 2020 ). Unemployment, relationship breakdown and living in rural communities can exacerbate this risk ( O’Donnell & Richardson, 2020 ; McGrath et al ., 2022 ; O’Donnell et al ., 2022 ). Men’s physical and mental health is seen as a priority issue in Ireland due to the continued lower life expectancy of men, when compared to women, and the persistent gender gap in mortality by suicide ( Health Service Executive, 2016 ; Department of Health, 2024 ). To address this, the government of Ireland were the first in the world to introduce a men’s health policy ( Health Service Executive, 2016 ).

Previous research has explored ‘what works’ for men’s mental health promotion ( Robertson et al ., 2018 ). Recommendations include using a safe space where men can gather, away from clinical settings ( Robertson et al ., 2018 ) and harnessing interest in sports or physical activity ( Zwolinsky et al ., 2013 ; Sharp et al ., 2021 ). Giving men control over the design and application of interventions was shown to be important ( Robertson et al ., 2018 ). A study on the design of men’s health interventions in Ireland reported that a focus on wellness rather than health (illness) was beneficial for engaging with men ( Lefkowich et al ., 2017 ).

Community-based initiatives, which combine a purposeful activity with social contact, support mental wellbeing by addressing the social determinants of health ( McLeroy et al ., 2003 ; Ballinger et al ., 2008 ; Golding, 2011 ; Baskin et al ., 2021 ) contributing to the building of social support and social capital ( Cohen and Wills, 1985 ; Linnemann et al ., 2017 ; Wiltshire and Stevinson, 2018 ). One community initiative which has the potential to support middle-aged men in Ireland to improve social connections is parkrun. In a similar way to walking football, parkrun includes a physical activity which is open to all genders ( Cholerton et al ., 2020 ; Andersson et al ., 2023 ), and, as with Men’s Sheds, it offers a place to socialize away from pubs and bars ( O’Donnell and Richardson, 2020 ). parkrun (branded with a small ‘p’) is a registered charity which supports free, weekly, timed events in the UK and over 20 other countries worldwide ( parkrun, 2021 ) in which adults and children (4 years and older) run or walk a 5km route in an outdoor setting on Saturday mornings ( parkrun UK, 2021 ). Volunteers from the local community organize the events ( parkrun support, 2021 ). By the start of 2024, parkrun was available at 107 locations in Ireland, with events in both rural and urban settings ( parkrun Ireland, 2024 ). Considering the evidence for what works for men’s health, parkrun combines several of the qualities recommended for a viable health promotion offering for men. These include the natural setting, using running as a hook for engagement, involvement of participants in the organization of the event and a focus on wellbeing rather than illness prevention.

Along with the physical health benefits associated with running and walking at parkrun, such as cardiovascular fitness and body weight control ( Stevinson and Hickson, 2014 , 2019 ), previous research also suggests parkrun participation improves mental wellbeing in the short-term and long-term. The subjective mental wellbeing of parkrun participants was first explored in a cross-sectional study by Stevinson and Hickson (2014) where parkrun attendance was positively associated with high mental wellbeing scores. Research has found that mental wellbeing indicators (self-esteem, stress and mood) improve immediately after parkrun participation ( Rogerson et al ., 2016 ) with benefits for some maintained after 12 months of participation (increased happiness and decreased risk of stress and depression) ( Stevinson and Hickson, 2019 ).

The link between social connections at parkrun and mental wellbeing has not been fully established. Research exploring the social experience of parkrun participants has consistently reported positive effects on social interaction, social capital and connections ( Wiltshire and Stevinson, 2018 ; Sharman et al ., 2019 ) but little research has explored the mechanisms through which parkrun can influence mental wellbeing ( Grunseit et al ., 2020 ). One study did note that men at parkrun describe a change in wellbeing related to community connectedness ( Grunseit et al ., 2017 ), suggesting that parkrun may be a suitable setting for men to form social connections which could in turn improve mental wellbeing. Research in Ireland suggests a possible link between social factors at parkrun and mental wellbeing ( Haake et al ., 2019 ; Dunne et al ., 2023 ). To date, there has been no detailed exploration of these phenomena in an Irish setting, or with a focus on middle-aged men.

The current study aims to explore the relationship between mental wellbeing and social experiences for middle-aged men in Ireland with the principal research question:

What is the social experience of parkrun participation for middle-aged men in Ireland and how is this related to mental wellbeing?

Research team and reflexivity

The interviews were all conducted by lead researcher A.D., a female pharmacist with over 20 years of patient-facing clinical experience in mental health care. With regard to the positionality of the lead researcher, the following reflections were considered. The researcher is in the same age category as the men interviewed, although a different gender. She moved to Ireland as an adult so has experienced Ireland as a newcomer. She has run or walked over 100 parkruns and has volunteered over 70 times, visiting more than 25 parkrun sites. The researcher noted that she should be mindful of her position as a keen and confident parkrunner and that this may influence her interpretation of the data. Reflexive thematic analysis ( Braun and Clarke, 2022 ) was chosen as the researcher could use her experiences as an embedded parkrun participant to engage with the interviewees and understand nuances in the interview data. This method recognizes there will be a subjective nature to the data analysis and is commonly used in health research ( Braun and Clarke, 2021 ; Campbell et al ., 2021 ).

In this study, the term participants is used to describe people who run, walk or volunteer at parkrun. To avoid confusion, the term interviewees will be used to describe the men who took part in the current study. The interviewees were all parkrun participants. The nine interviewees from Knocknacarra parkrun (one of the recruitment sites) had met A.D. briefly at previous parkrun events but did not have a confiding relationship with her prior to study commencement. At the start of each interview, all 39 interviewees were told that A.D. was a researcher who had an interest in mental health and wellbeing. If the topics arose during the interview A.D. described her participation in parkrun events as a runner and volunteer and disclosed her background as a pharmacist.

Semi-structured interviews were used to explore the type and value of social experiences among middle-aged men attending parkrun in Ireland. An interview guide was developed in consultation with parkrun participants, health professionals and the public. Interview questions were designed to be exploratory in nature and the interview script was semi-structured, allowing for the interviewer to explore topics around mental wellbeing and social experiences at parkrun. Putnam’s definition of social capital ( Putnam et al ., 1993 ) and Cohen’s concept of social support ( Cohen and Wills, 1985 ) were used to list possible topics and questions. The interview questions and prompts can be found in Table 1 .

Interview questions and prompts for semi-structured interviews with men aged 45–64 years attending parkrun in Ireland

Ethical approval for this project was granted by Sheffield Hallam University on 16/9/2022 (Ethics Review ID: ER42513594). Purposive participant recruitment took place from 21/09/2022 to 09/02/2023 via parkrun event Facebook pages and in-person visits to parkrun events across Ireland. Recruitment ceased when the lead researcher (A.D.) was satisfied with the geographical spread of participants and the information power of the interview data ( Malterud et al ., 2016 ). Information power indicates the richness and detail of the data, and its suitability to answer the research question and is more appropriate than data saturation for the reflexive thematic analysis method ( Malterud et al ., 2016 ; Braun and Clarke, 2022 ).

Each participant completed a short demographics questionnaire using Qualtrics survey software after giving online informed consent. Demographics included date of birth, Eircode (Irish postcode) and parkrun participation type (runner/walker, runner/walker/volunteer or volunteer only).

Interviews were conducted using Microsoft Teams video conferencing software and took place between 24/09/2022 and 16/02/2023. The interviews were between researcher A.D. and the interviewee only, with no non-participants present. A.D. used Teams from a home office and the interviewees used their own choice of location, either their own home or workplace office. A single interview was conducted with each interviewee, with no repeat interviews. The audio was recorded on an encrypted Dictaphone for all participants. Those who gave consent for video recording also had their Teams video saved. Handwritten notes were made during and immediately after each interview to capture the researcher’s (A.D.) observations. Auto transcription on Teams was used, with transcription manually checked by A.D. before sending it to each participant for final approval. Names, specific locations and any identifiers were redacted from the transcription. At the time of reporting, the interviewees did not provide feedback on the final findings.

Reflexive thematic analysis used the six-step, iterative, process described by Braun and Clarke (2022) . The lead researcher (A.D.) was the sole coder, a recommended feature of this type of analysis ( Braun and Clarke, 2022 ). Two critical friends were consulted during the theme development process ( Costa and Kallick, 1993 ). NVivo 12 (Lumivero) was used as a tool to manage the inductive coding process. The report was written following the Consolidated Criteria for Reporting Qualitative Studies (COREQ) ( Tong et al ., 2007 ). When the findings of reflexive thematic analysis are reported there is an option to report the results and discussion together or separately ( Braun and Clarke, 2022 ). For this study, the latter style was chosen.

By the end of the recruitment period, 41 interviews had been conducted. Two interviews were not used in the final data set as information regarding study eligibility became apparent during the interview, one participant was not living in the Republic of Ireland at the time and one participant did not take part in parkrun as runner/walker/volunteer, although had observed events without participating. The final number of interviews used for the study was 39.

The mean length of interviews was 32 min 12 s (with a range of 9 min 58 s to 53 min 15 s). All 39 interviewees identified as male and had a mean age of 54 years and 3 months (with a range of 45–64 years). A total of 33 interviewees (84.6%) self-identified their parkrun participation type as runners or walkers who volunteer. The remainder self-identified as runners or walkers (who did not volunteer). All but one of the men had done more than ten events, a threshold used to describe an ‘established’ parkrunner in previous studies ( Morris and Scott, 2019 ). The men lived in nine counties across Ireland (Clare, Cork, Dublin, Galway, Kildare, Mayo, Meath, Roscommon and Sligo). Seven men had moved to Ireland from other countries across the UK and Europe: England (two men), Italy, Poland, Scotland and Wales (two men).

Reflexive thematic analysis of the interview transcripts generated three themes, each with several subthemes: these, with example quotes, are shown in Table 2 .

Themes and subthemes from reflexive thematic analysis of interviews with 39 parkrun participants, all male, aged 45–64 years living in Ireland (rwv = runner or walker who volunteers rw = runner or walker only)

In the following narrative, quantifying language such as occasionally, many or most is used to give an approximation of the strength or consistency associated with each theme, using proportions suggested by Terry (2010) . When the term occasionally is used it will refer to themes or subthemes which involved a quarter or less of the interviewees (10 or less). When some is used it describes 11–25 interviewees. When the term many or often is used, it refers to two-thirds or more of the interviewees (26 or more). Each respondent was given a pseudonym. Age in years at the time of the interview is noted. The abbreviations rwv for runner or walker who volunteers and rw for runner or walker only are used.

Theme 1: parkrun offers a supportive environment for health

Theme 1 encompasses the way that many men in the study positively described the operational characteristics of parkrun such as free access, weekly events, worldwide locations and gender mix.

The interviewees occasionally described the location of the parkrun as being a familiar place where they felt comfortable and welcome (Theme 1a). ‘It’s just a nice, nice [sic] area and as kids, we’d have grown up there, so like it was just nice to go back to it again’ (Jimmy, age 56, rwv).

Many of the men described attending parkrun events with members of their family such as partners or children (Theme 1b). Occasionally, this had also been their route into parkrun; they had attended for the first time with a family member, or had been encouraged by them. ‘Three generations of families, we’re actually seeing grandparents, their kids and their grandchildren out running’ (Séamus, age 62, rwv).

Some men described parkrun as being welcoming (Theme 1c), especially the first time attending ‘I’ve done probably eight different locations. Something like that. But anywhere I was… always welcomed with the smile’ (Jakub, age 47, rwv, originally from Eastern Europe). Occasionally, the men specifically stated that inclusiveness at parkrun is one of the things that support their mental wellbeing (Theme 1c). ‘I enjoyed the, you know, the camaraderie, the atmosphere and the inclusiveness of parkrun’ (Eric, age 64, rwv).

The men often noted that parkrun is open to anyone, regardless of their age, physical ability, mental health status or sexuality and that they are all part of the parkrun community (Theme 1d). ‘…sexuality for me would have been probably a challenge for me, like being a gay man and not entering sports or not entering competitions … with parkrun there’s kind of, there’s a sense of community there, and non-judgmental’ (Don, age 47, rwv).

The men often described being able to interact with new people at parkrun. The way parkrun events are organized gives time for social contact before, during and after the run/walk (Theme 1e). ‘The buzz is the connection with all the different people. That’s the key for parkrun. All the different people … all the new friends I’ve met’ (Pat, age 59, rwv). The people the men met at parkrun ranged from those within their existing networks (e.g. colleagues and neighbours) to ones that they didn’t know from any other setting.

Some men described interacting with people outside of the parkrun setting, after originally meeting at parkrun (Theme 1e). Diarmuid describes how he learned about an adult education group at parkrun; ‘I didn’t know anybody there at all. At the end of the parkrun I heard a guy talking about doing Irish language classes… I’m going to go to his class tomorrow evening’ (Diarmuid, age 52, rw).

The men were asked about negative social interactions at parkrun, including cliques. Only one participant said he had experienced cliques at parkrun, but was not negatively impacted (Theme 1e). ‘Sometimes if there’s an in-group, and you’re not in it you’ll just head for the car, which is also fine’ (Karl, age 46, rwv).

These five subthemes were grouped to form Theme 1 as researcher A.D. felt that they were all describing the conditions and atmosphere at parkrun events which allow social contact to take place. These conditions may contribute to an environment which can support mental wellbeing directly or indirectly. These concepts will be described in more detail in the discussion section.

Theme 2: men who attend parkrun can choose the level of sociability

Theme 2 demonstrates that many men in the study described a range of social connections between themselves and other parkrun participants. Whilst parkrun events support socialization, there is no requirement to socialize; it is possible to turn up, run or walk and go home without speaking to anyone. ‘At parkrun you don’t have to be friends with everyone…it can be at your own kind of level’ (Jarleth, age 52, rwv).

For men who did wish to have social contact, they described two different levels of sociability: deep connections (Theme 2a) and casual social bonds (Theme 2b).

Some men talked about deep connections with people they spoke to at parkrun (Theme 2a). These were either with people they had met at parkrun and developed a friendship with over time, or a strengthening of relationships with people they already knew. These deep connections at parkrun were identified by the men as being good for mental wellbeing. After describing a parkrun participant who had been recently diagnosed with cancer, Derek notes ‘Definitely the social side of it and being able to talk about stuff and actively talking about stuff, it’s a positive… in terms of mental wellbeing’ (Derek, age 60, rwv).

One man, who had moved to Ireland from the UK, described parkrun as a route to making new, deep, friendships which help his mental wellbeing (Theme 2a). ‘Some of my best friends now in Ireland are people I didn’t know at all in parkrun a few years ago. So that’s what helps… I think it’s the social aspect that helps you’ (Dylan, age 64, rwv, originally from the UK).

When talking about casual social bonds at parkrun the men would occasionally use the phrase ‘parkrun friends’ (Theme 2b). This is not an official term from the parkrun charity but seems to have developed organically. ‘It’s actually created a kind of a separate friend group or peer group for me…. There are parkrun friends who are only parkrun friends’ (Finbarr, age 49, rwv). parkrun friends (Theme 2b) were described as people that the men meet at parkrun on Saturday mornings. They chat at the start line, while volunteering or at the café afterwards. However, they would not make any effort to meet up with those people outside of the parkrun setting. ‘You may say hello to lots and lots of people and that you may know over a period of time because of parkrun, but… you don’t have to develop any huge relationship’ (Stefan, age 51, rwv).

Many men noted that topics of conversation among parkrun friends are light-hearted and personal issues are not usually discussed (Theme 2b). ‘A lot of the chat is [about] health and fitness’ (Jimmy, age 56, rwv).

Some men stated directly that the social aspects of parkrun participation were good for their mental wellbeing (Theme 2b) ‘It’s meeting people and getting out there…you can see what it does, especially if you’re crew [a volunteer]… so many stories, that gives you good feeling…You do really, really, really feel great after. You know, a real buzz’ (Mike, age 64, rwv).

Theme 3: the parkrun experience can change over time

Although it is possible to attend just one parkrun event and not return, all but one of the men in this study were regular parkrunners who had attended 10 or more events. Theme 3 captures how they described their feelings before their first parkrun event and how their social experiences had changed over months and years of regular attendance.

One man, Ken, described his journey from a new parkrunner to now being an Event Director (the volunteer responsible for parkrun operations at a particular location) (Theme 3a). Talking about his first time attending a parkrun; ‘I was pretty, bit [ sic ] nervous going up because I wouldn’t have ran with a group of people before… So the bit of running I would have done would have been on my own and well away from people’ (Ken, age 55, rwv). Ken continues to describe how he came to take on the role of Event Director at the same parkrun several years later; ‘With the Event Director like, nobody was stepping up to do it. And I said I’ll do it just for the sake of the run not being, you know, cancelled then’ (Ken, age 55, rwv).

The social connections made at parkrun didn’t always happen immediately. Some of the men described gradually getting to know other people at parkrun over months or years (Theme 3a) ‘I met nobody the first time, you know, but you know how it is, you go and you talk to one or two people, you run with people, you complain about the hills … and you get to know people’ (Dylan, age 64, rwv, originally from the UK).

Occasionally the men explained how their perception of parkrun changed as they became regular participants (Theme 3b). ‘I heard of parkrun for a number of years but I always felt it was… too short for my own running…. once I started the parkruns I just absolutely love them’ (Rob, age 57, rwv).

The final subtheme describes the sense of pride that comes with being a member of the parkrun community (Theme 3c). Garrett describes his pride in being on the team that set up a new parkrun in a rural area of Ireland ‘We take great pride and credit and say We were there for the first one ’ (Garrett, age 52, rwv).

The key concept for these three subthemes is change. The social benefits of parkrun described by the men didn’t usually happen on the first visit. Their repeated participation allowed social contacts to develop and feelings like pride to grow.

This study focussed on the social experience of middle-aged men at parkrun, as this is a population who are at risk of social isolation and poor mental wellbeing and could therefore potentially benefit from community initiatives which combine an activity with social interaction. The results suggest that the men perceived parkrun as a suitable place to make or enhance social connections while participating as runners, walkers or volunteers. Regular participation may maximize the social element of the parkrun experience.

The operational characteristics of parkrun appear to be important in encouraging social interaction (Theme 1). These include: time for social interaction before, during and after the parkrun; a welcoming atmosphere; opportunities to volunteer and regular events. These elements combine to create a supportive environment for health, one of the five action areas for health promotion described in the Ottawa Charter ( World Health Organization, 1986 ).

The results of the current study show that the universal nature of parkrun, with access for all genders, is important for building social connections for middle-aged men in Ireland (Theme 1). Many health promotion initiatives aimed at improving the wellbeing of Irish men take place in a single-gender environment, for example, Men’s Sheds and the physical activity programme Men on the Move ( Kelly et al ., 2019 ; McGrath et al ., 2022 ). While there is certainly a place for single-gender activities ( Health Service Executive, 2016 ), the study by Lefkowich noted that single-gender activities are not always desired by Irish men ( Lefkowich et al ., 2017 ). Men from the current study described attending parkrun with friends, partners and family members of all genders, supporting previous parkrun research about the facilitators of participation ( Wiltshire and Stevinson, 2018 ).

The two openly gay men in the study found that parkrun was a welcoming environment. Gay men in Ireland are a group which are vulnerable to poor mental wellbeing ( Ceatha et al ., 2019 ) so an initiative like parkrun gives an opportunity for this population group to build social connections and support their mental wellbeing. Developing activities which are supportive of men, and that are also welcoming to women and members of the lesbian, gay, bisexual, transgender, queer and other sexual orientations and gender identities (LGBTQ+) communities will minimize the chance that groups may feel excluded from attending. The parkrun charity have recently acknowledged this opportunity for inclusivity by adding an option for gender for new registrants ‘prefer not to say’ and (in the majority of parkrun countries) an additional option of ‘another gender identity’: previously there had been only options for ‘male’ or ‘female’ ( parkrun Global, 2023 ). Further research on the inclusivity of all-gender community initiatives compared to men-only groups is recommended.

The men from this study described having a choice of whether to interact socially with other parkrunners or avoid social contact (Theme 2). For those who wish to socialize, the type of social interaction can be split into two types: casual social bonds and deep connections. These types of interactions echo those described by Granovetter as weak or strong ties, taking into consideration the time investment, emotional intensity, intimacy and reciprocity involved ( Granovetter, 1973 ). Weak ties are valuable in forming connections between people from diverse groups and strengthening communities ( Granovetter, 1973 ). The descriptions of weak social ties between the study participants and other parkrunners reinforce Hindley’s proposal that parkrun is a suitable place for casual sociability ( Hindley, 2020 ). The men in the current study explicitly described weak social ties as being beneficial for their mental wellbeing and for their continued engagement with parkrun events. This link between weak ties and mental wellbeing is similar to that described in previous research in the community setting where brief interactions with strangers were shown to positively impact happiness and wellbeing ( Sandstrom and Boothby, 2021 ; Van Lange and Columbus, 2021 ). Social support from both strong and weak ties is well-established as beneficial for mental wellbeing ( Berkman et al ., 2000 ; Golden et al ., 2009 ; Thoits, 2011 ; Moreton et al ., 2023 ) with an even balance of strong and weak ties being ideal ( Collins et al ., 2022 ).

One finding of this study was that it took repeated visits to parkrun events for the men to see the full benefit of social connections (Theme 3). A feature of parkrun is that it takes place in multiple locations, every week, 52 weeks of the year, which facilitates regular attendance. Other initiatives aimed at Irish men, such as Men on the Move, do not continue through the summer, with research by Kelly et al. (2019) noting that a long summer break contributed to men permanently discontinuing the physical activity programme. The continuous nature of parkrun would minimize the risk of this happening. The ‘practice makes perfect’ strategy of repeatedly attempting social contact with strangers to reduce discomfort and build weak ties was recommended by Sandstrom and Boothby (2021) and is an appropriate practice for new parkrun participants wishing to develop social interactions at parkrun events. A health promotion initiative to promote this strategy is an area for future consideration.

The results of the current study suggest that middle-aged men in Ireland could participate in parkrun to increase the number of social connections and develop weak or strong ties with those connections. This has the potential to support their mental wellbeing via the mechanism of social support or social capital. The topic of loneliness was not specifically discussed in this study but the results suggest that this could be an additional benefit from parkrun participation and is an area for further research.

The focus of this study was the experience of middle-aged men in Ireland. It is possible that some or all of the benefits described by the men may be experienced by men of different age groups or women who participate in parkrun and these are areas for further exploration. Grunseit et al. (2017) showed that there appear to be gender differences in the social experiences of parkrun participants so it could be worthwhile repeating this study with a female population to explore this in more detail. Additionally, a further study with men who are over 65 years old could explore the social experiences of this group, a population at risk of social isolation following retirement ( Abramowska-Kmon and Łątkowski, 2021 ).

Community initiatives which provide social support have been identified in Ireland as a national and international health promotion priority, particularly for men at risk of social isolation. Using parkrun as an example of a community initiative allows for the application of the learnings to other community-based events which combine a purposeful activity with time for social interaction for middle-aged men. This type of initiative is often recommended by social prescribing (community referral) schemes ( Fleming et al ., 2020 ; Alison and Simon, 2022 ). The results of this study suggest that activities which are gender-neutral, provide a supportive environment for social interaction and offer a continuous service to maximize the social and mental wellbeing benefits could be included as social prescribing options for men at risk of social isolation. Newcomers to this type of activity should be advised that repeated attendance may be necessary to gradually build social connections.

One consideration is that all but one of the men interviewed were regular parkrunners (who had participated in more than 10 events) so assumptions cannot be made about the application of these results to men who are new to parkrun participation. All men in the study were runners or walkers at events, at least some of the time. An extension of the study could include interviews with men who volunteer at parkrun without running or walking to explore their insights into the social aspects of parkrun.

This research took place in a post-COVID-19 pandemic environment. Research by Quirk et al. (2022) showed that happiness and life satisfaction among the parkrun population in the UK declined during the COVID-19 pandemic, although the effect was felt more strongly by females and younger adults. The current study took place in 2022/23 when parkrun events had been back in operation for at least 12 months following the COVID-19 pause (since September 2021) ( parkrun Ireland, 2021 ). As the long-term impact of the pandemic on men’s health and wellbeing is currently unknown, it is prudent to consider the results in light of the post-pandemic recovery period.

The current study explored the experiences of middle-aged men in Ireland without defining their socioeconomic status. More research into the barriers to participation for this population group is clearly indicated, particularly as men from areas of deprivation may have the most to gain from social connections at parkrun.

The men in the current study perceived that parkrun in Ireland has a diverse community and the demographics of the men in the current study did reflect some diversity in their country of birth. Future studies could extend this further, in particular, to include under-represented groups in this study, and in the wider parkrun community, such as Irish Travellers and people with Asian or African racial backgrounds.

The results of this study suggest that parkrun provides a supportive environment for middle-aged men in Ireland to form strong and weak social ties. These social ties may be beneficial to mental wellbeing through the mechanism of social support. The universal (all-gender) nature of initiatives such as parkrun allows for family involvement, and a diverse group of participants, which may both be important for initial and continued participation. New participants in this type of activity should be advised that repeated attendance may be necessary to gradually build social connections. Given parkrun’s global reach and the increase in loneliness since the COVID-19 pandemic lockdowns, the results may be relevant outside of the Irish setting. The findings from this study can be applied to other community initiatives which combine a purposeful activity with social connection to provide appropriate health promotion opportunities for middle-aged men at risk of poor mental wellbeing.

The authors would like to thank all the men who took part in the interviews. Many thanks also to the parkrun participants, members of the local community, healthcare professionals and the Advanced Wellbeing Research Centre Public Involvement in Research Group for their assistance in designing the recruitment materials and question script. Thank you to Sue Davison and Amy Murray-Evans from Sheffield Hallam University who acted as critical friends during the data analysis stage of this research. Many thanks to Pauline Dunne, University College Dublin, for advice on the reporting of reflexive thematic analysis results. Finally, thank you to the parkrun research board for approving this research project.

A.D., S.H., A.B. and H.Q. designed the study. A.D. completed the data analysis with the assistance of H.Q. A.D. drafted the manuscript. All authors contributed to the writing of and approval of the final manuscript.

Researcher A.D. was funded via a fees-only scholarship from the Centre for Sports Engineering Research, Sheffield Hallam University, UK. Authors have no additional funding to declare. The views, thoughts and opinions expressed in the manuscript belong solely to the author/s, and do not necessarily reflect the position of parkrun, the parkrun Research Board or any funder(s).

A.D., A.B., H.Q., S.H. (author initials) are all parkrun registrants. A.B., H.Q., S.H. were members of the parkrun Research Board ( https://awrcparkrunresearch.wordpress.com/ ) based at the Advanced Wellbeing Research Centre (AWRC) at Sheffield Hallam University (UK) at the time of writing this article. S.H. is the Chair and H.Q. and A.B. are the deputy Vice Chairs of the parkrun Research Board.

For the purpose of open access, the author has applied a Creative Commons Attribution (CC BY) licence to any Author Accepted Manuscript version arising from this submission.

The research design and consent procedures for this study were reviewed and approved by Sheffield Hallam University Research Ethics Committee (Reference number: ER42513594). Written and verbal informed consent was received from all participants before the online interviews. Final transcripts were approved by the participants before use in the study.

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Environmental Science: Nano

Exploring catalytic degradation of environmental fenamiphos by yeast enolase cross-linked with cooh-functionalized silver nanoparticles.

* Corresponding authors

a Ikram-ul-Haq Institute of Industrial Biotechnology, Government College University, Lahore 54000, Pakistan E-mail: [email protected] , [email protected] , [email protected] , [email protected] , [email protected] , [email protected] , [email protected] , [email protected]

b Department of Plant Sciences, Quaid-i-Azam University, Islamabad 45320, Pakistan E-mail: [email protected]

c Department of Botany and Microbiology, College of Science, King Saud University, Riyadh 11451, Saudi Arabia E-mail: [email protected] , [email protected]

d UWA Institute of Agriculture, School of Agriculture and Environment, The University of Western Australia, Perth, WA 6155, Australia E-mail: [email protected]

This study investigated the sustainable hydrolysis of the neurotoxic organophosphate insecticide fenamiphos using enolase from Saccharomyces cerevisiae FN6-01. The current detoxification methods for fenamiphos have some limitations. The research explored catalytic degradation using yeast enolase immobilized on COOH-functionalized silver nanoparticles (AgNPs). As enolase hydrolyzes fenamiphos into a less harmful form, Saccharomyces cerevisiae -produced enolase was immobilized on AgNPs through citrate stabilization and COOH functionalization. The synthesized AgNPs were characterized using UV-vis spectrophotometry, FTIR, XRD, and SEM. Enzymatic hydrolysis of fenamiphos was studied under different conditions. Immobilized enolase on AgNPs exhibited better stability and activity than the free enzyme. Hydrolysis efficiency was investigated concerning potassium ferrocyanate concentration and temperature. The immobilized enolase showed excellent thermostability at 30 °C. Statistically significant results ( p ≤ 0.05) confirmed the efficacy of immobilized enolase in detoxifying fenamiphos and reducing its adverse effects. This study revealed the mechanism of fenamiphos degradation through base hydrolysis facilitated by enolase while preserving its enzymatic activity. Immobilized yeast enolase demonstrated exceptional performance in fenamiphos hydrolysis, providing a promising approach for environmentally conscious pesticide elimination. The research contributes to sustainable pesticide remediation, offering a scientific basis for enzymatic methods to address environmental challenges associated with pesticide residues.

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S. Ali, R. Maqsood, M. U. Ahmad, I. Ahmad, Z. Hussain, A. Naveed, M. A. Javed, A. Zahid, M. N. Aftab, B. Ali, H. Rizwana and M. S. Elshikh, Environ. Sci.: Nano , 2024, Advance Article , DOI: 10.1039/D4EN00052H

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