Have a language expert improve your writing

Run a free plagiarism check in 10 minutes, generate accurate citations for free.

  • Knowledge Base

Methodology

Research Methods | Definitions, Types, Examples

Research methods are specific procedures for collecting and analyzing data. Developing your research methods is an integral part of your research design . When planning your methods, there are two key decisions you will make.

First, decide how you will collect data . Your methods depend on what type of data you need to answer your research question :

  • Qualitative vs. quantitative : Will your data take the form of words or numbers?
  • Primary vs. secondary : Will you collect original data yourself, or will you use data that has already been collected by someone else?
  • Descriptive vs. experimental : Will you take measurements of something as it is, or will you perform an experiment?

Second, decide how you will analyze the data .

  • For quantitative data, you can use statistical analysis methods to test relationships between variables.
  • For qualitative data, you can use methods such as thematic analysis to interpret patterns and meanings in the data.

Table of contents

Methods for collecting data, examples of data collection methods, methods for analyzing data, examples of data analysis methods, other interesting articles, frequently asked questions about research methods.

Data is the information that you collect for the purposes of answering your research question . The type of data you need depends on the aims of your research.

Qualitative vs. quantitative data

Your choice of qualitative or quantitative data collection depends on the type of knowledge you want to develop.

For questions about ideas, experiences and meanings, or to study something that can’t be described numerically, collect qualitative data .

If you want to develop a more mechanistic understanding of a topic, or your research involves hypothesis testing , collect quantitative data .

You can also take a mixed methods approach , where you use both qualitative and quantitative research methods.

Primary vs. secondary research

Primary research is any original data that you collect yourself for the purposes of answering your research question (e.g. through surveys , observations and experiments ). Secondary research is data that has already been collected by other researchers (e.g. in a government census or previous scientific studies).

If you are exploring a novel research question, you’ll probably need to collect primary data . But if you want to synthesize existing knowledge, analyze historical trends, or identify patterns on a large scale, secondary data might be a better choice.

Descriptive vs. experimental data

In descriptive research , you collect data about your study subject without intervening. The validity of your research will depend on your sampling method .

In experimental research , you systematically intervene in a process and measure the outcome. The validity of your research will depend on your experimental design .

To conduct an experiment, you need to be able to vary your independent variable , precisely measure your dependent variable, and control for confounding variables . If it’s practically and ethically possible, this method is the best choice for answering questions about cause and effect.

Receive feedback on language, structure, and formatting

Professional editors proofread and edit your paper by focusing on:

  • Academic style
  • Vague sentences
  • Style consistency

See an example

research method report

Your data analysis methods will depend on the type of data you collect and how you prepare it for analysis.

Data can often be analyzed both quantitatively and qualitatively. For example, survey responses could be analyzed qualitatively by studying the meanings of responses or quantitatively by studying the frequencies of responses.

Qualitative analysis methods

Qualitative analysis is used to understand words, ideas, and experiences. You can use it to interpret data that was collected:

  • From open-ended surveys and interviews , literature reviews , case studies , ethnographies , and other sources that use text rather than numbers.
  • Using non-probability sampling methods .

Qualitative analysis tends to be quite flexible and relies on the researcher’s judgement, so you have to reflect carefully on your choices and assumptions and be careful to avoid research bias .

Quantitative analysis methods

Quantitative analysis uses numbers and statistics to understand frequencies, averages and correlations (in descriptive studies) or cause-and-effect relationships (in experiments).

You can use quantitative analysis to interpret data that was collected either:

  • During an experiment .
  • Using probability sampling methods .

Because the data is collected and analyzed in a statistically valid way, the results of quantitative analysis can be easily standardized and shared among researchers.

Here's why students love Scribbr's proofreading services

Discover proofreading & editing

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

  • Chi square test of independence
  • Statistical power
  • Descriptive statistics
  • Degrees of freedom
  • Pearson correlation
  • Null hypothesis
  • Double-blind study
  • Case-control study
  • Research ethics
  • Data collection
  • Hypothesis testing
  • Structured interviews

Research bias

  • Hawthorne effect
  • Unconscious bias
  • Recall bias
  • Halo effect
  • Self-serving bias
  • Information bias

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

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

In mixed methods research , you use both qualitative and quantitative data collection and analysis methods to answer your research question .

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

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

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

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

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

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

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

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

Is this article helpful?

Other students also liked, writing strong research questions | criteria & examples.

  • What Is a Research Design | Types, Guide & Examples
  • Data Collection | Definition, Methods & Examples

More interesting articles

  • Between-Subjects Design | Examples, Pros, & Cons
  • Cluster Sampling | A Simple Step-by-Step Guide with Examples
  • Confounding Variables | Definition, Examples & Controls
  • Construct Validity | Definition, Types, & Examples
  • Content Analysis | Guide, Methods & Examples
  • Control Groups and Treatment Groups | Uses & Examples
  • Control Variables | What Are They & Why Do They Matter?
  • Correlation vs. Causation | Difference, Designs & Examples
  • Correlational Research | When & How to Use
  • Critical Discourse Analysis | Definition, Guide & Examples
  • Cross-Sectional Study | Definition, Uses & Examples
  • Descriptive Research | Definition, Types, Methods & Examples
  • Ethical Considerations in Research | Types & Examples
  • Explanatory and Response Variables | Definitions & Examples
  • Explanatory Research | Definition, Guide, & Examples
  • Exploratory Research | Definition, Guide, & Examples
  • External Validity | Definition, Types, Threats & Examples
  • Extraneous Variables | Examples, Types & Controls
  • Guide to Experimental Design | Overview, Steps, & Examples
  • How Do You Incorporate an Interview into a Dissertation? | Tips
  • How to Do Thematic Analysis | Step-by-Step Guide & Examples
  • How to Write a Literature Review | Guide, Examples, & Templates
  • How to Write a Strong Hypothesis | Steps & Examples
  • Inclusion and Exclusion Criteria | Examples & Definition
  • Independent vs. Dependent Variables | Definition & Examples
  • Inductive Reasoning | Types, Examples, Explanation
  • Inductive vs. Deductive Research Approach | Steps & Examples
  • Internal Validity in Research | Definition, Threats, & Examples
  • Internal vs. External Validity | Understanding Differences & Threats
  • Longitudinal Study | Definition, Approaches & Examples
  • Mediator vs. Moderator Variables | Differences & Examples
  • Mixed Methods Research | Definition, Guide & Examples
  • Multistage Sampling | Introductory Guide & Examples
  • Naturalistic Observation | Definition, Guide & Examples
  • Operationalization | A Guide with Examples, Pros & Cons
  • Population vs. Sample | Definitions, Differences & Examples
  • Primary Research | Definition, Types, & Examples
  • Qualitative vs. Quantitative Research | Differences, Examples & Methods
  • Quasi-Experimental Design | Definition, Types & Examples
  • Questionnaire Design | Methods, Question Types & Examples
  • Random Assignment in Experiments | Introduction & Examples
  • Random vs. Systematic Error | Definition & Examples
  • Reliability vs. Validity in Research | Difference, Types and Examples
  • Reproducibility vs Replicability | Difference & Examples
  • Reproducibility vs. Replicability | Difference & Examples
  • Sampling Methods | Types, Techniques & Examples
  • Semi-Structured Interview | Definition, Guide & Examples
  • Simple Random Sampling | Definition, Steps & Examples
  • Single, Double, & Triple Blind Study | Definition & Examples
  • Stratified Sampling | Definition, Guide & Examples
  • Structured Interview | Definition, Guide & Examples
  • Survey Research | Definition, Examples & Methods
  • Systematic Review | Definition, Example, & Guide
  • Systematic Sampling | A Step-by-Step Guide with Examples
  • Textual Analysis | Guide, 3 Approaches & Examples
  • The 4 Types of Reliability in Research | Definitions & Examples
  • The 4 Types of Validity in Research | Definitions & Examples
  • Transcribing an Interview | 5 Steps & Transcription Software
  • Triangulation in Research | Guide, Types, Examples
  • Types of Interviews in Research | Guide & Examples
  • Types of Research Designs Compared | Guide & Examples
  • Types of Variables in Research & Statistics | Examples
  • Unstructured Interview | Definition, Guide & Examples
  • What Is a Case Study? | Definition, Examples & Methods
  • What Is a Case-Control Study? | Definition & Examples
  • What Is a Cohort Study? | Definition & Examples
  • What Is a Conceptual Framework? | Tips & Examples
  • What Is a Controlled Experiment? | Definitions & Examples
  • What Is a Double-Barreled Question?
  • What Is a Focus Group? | Step-by-Step Guide & Examples
  • What Is a Likert Scale? | Guide & Examples
  • What Is a Prospective Cohort Study? | Definition & Examples
  • What Is a Retrospective Cohort Study? | Definition & Examples
  • What Is Action Research? | Definition & Examples
  • What Is an Observational Study? | Guide & Examples
  • What Is Concurrent Validity? | Definition & Examples
  • What Is Content Validity? | Definition & Examples
  • What Is Convenience Sampling? | Definition & Examples
  • What Is Convergent Validity? | Definition & Examples
  • What Is Criterion Validity? | Definition & Examples
  • What Is Data Cleansing? | Definition, Guide & Examples
  • What Is Deductive Reasoning? | Explanation & Examples
  • What Is Discriminant Validity? | Definition & Example
  • What Is Ecological Validity? | Definition & Examples
  • What Is Ethnography? | Definition, Guide & Examples
  • What Is Face Validity? | Guide, Definition & Examples
  • What Is Non-Probability Sampling? | Types & Examples
  • What Is Participant Observation? | Definition & Examples
  • What Is Peer Review? | Types & Examples
  • What Is Predictive Validity? | Examples & Definition
  • What Is Probability Sampling? | Types & Examples
  • What Is Purposive Sampling? | Definition & Examples
  • What Is Qualitative Observation? | Definition & Examples
  • What Is Qualitative Research? | Methods & Examples
  • What Is Quantitative Observation? | Definition & Examples
  • What Is Quantitative Research? | Definition, Uses & Methods

"I thought AI Proofreading was useless but.."

I've been using Scribbr for years now and I know it's a service that won't disappoint. It does a good job spotting mistakes”

  • Resources Home 🏠
  • Try SciSpace Copilot
  • Search research papers
  • Add Copilot Extension
  • Try AI Detector
  • Try Paraphraser
  • Try Citation Generator
  • April Papers
  • June Papers
  • July Papers

SciSpace Resources

Here's What You Need to Understand About Research Methodology

Deeptanshu D

Table of Contents

Research methodology involves a systematic and well-structured approach to conducting scholarly or scientific inquiries. Knowing the significance of research methodology and its different components is crucial as it serves as the basis for any study.

Typically, your research topic will start as a broad idea you want to investigate more thoroughly. Once you’ve identified a research problem and created research questions , you must choose the appropriate methodology and frameworks to address those questions effectively.

What is the definition of a research methodology?

Research methodology is the process or the way you intend to execute your study. The methodology section of a research paper outlines how you plan to conduct your study. It covers various steps such as collecting data, statistical analysis, observing participants, and other procedures involved in the research process

The methods section should give a description of the process that will convert your idea into a study. Additionally, the outcomes of your process must provide valid and reliable results resonant with the aims and objectives of your research. This thumb rule holds complete validity, no matter whether your paper has inclinations for qualitative or quantitative usage.

Studying research methods used in related studies can provide helpful insights and direction for your own research. Now easily discover papers related to your topic on SciSpace and utilize our AI research assistant, Copilot , to quickly review the methodologies applied in different papers.

Analyze and understand research methodologies faster with SciSpace Copilot

The need for a good research methodology

While deciding on your approach towards your research, the reason or factors you weighed in choosing a particular problem and formulating a research topic need to be validated and explained. A research methodology helps you do exactly that. Moreover, a good research methodology lets you build your argument to validate your research work performed through various data collection methods, analytical methods, and other essential points.

Just imagine it as a strategy documented to provide an overview of what you intend to do.

While undertaking any research writing or performing the research itself, you may get drifted in not something of much importance. In such a case, a research methodology helps you to get back to your outlined work methodology.

A research methodology helps in keeping you accountable for your work. Additionally, it can help you evaluate whether your work is in sync with your original aims and objectives or not. Besides, a good research methodology enables you to navigate your research process smoothly and swiftly while providing effective planning to achieve your desired results.

What is the basic structure of a research methodology?

Usually, you must ensure to include the following stated aspects while deciding over the basic structure of your research methodology:

1. Your research procedure

Explain what research methods you’re going to use. Whether you intend to proceed with quantitative or qualitative, or a composite of both approaches, you need to state that explicitly. The option among the three depends on your research’s aim, objectives, and scope.

2. Provide the rationality behind your chosen approach

Based on logic and reason, let your readers know why you have chosen said research methodologies. Additionally, you have to build strong arguments supporting why your chosen research method is the best way to achieve the desired outcome.

3. Explain your mechanism

The mechanism encompasses the research methods or instruments you will use to develop your research methodology. It usually refers to your data collection methods. You can use interviews, surveys, physical questionnaires, etc., of the many available mechanisms as research methodology instruments. The data collection method is determined by the type of research and whether the data is quantitative data(includes numerical data) or qualitative data (perception, morale, etc.) Moreover, you need to put logical reasoning behind choosing a particular instrument.

4. Significance of outcomes

The results will be available once you have finished experimenting. However, you should also explain how you plan to use the data to interpret the findings. This section also aids in understanding the problem from within, breaking it down into pieces, and viewing the research problem from various perspectives.

5. Reader’s advice

Anything that you feel must be explained to spread more awareness among readers and focus groups must be included and described in detail. You should not just specify your research methodology on the assumption that a reader is aware of the topic.  

All the relevant information that explains and simplifies your research paper must be included in the methodology section. If you are conducting your research in a non-traditional manner, give a logical justification and list its benefits.

6. Explain your sample space

Include information about the sample and sample space in the methodology section. The term "sample" refers to a smaller set of data that a researcher selects or chooses from a larger group of people or focus groups using a predetermined selection method. Let your readers know how you are going to distinguish between relevant and non-relevant samples. How you figured out those exact numbers to back your research methodology, i.e. the sample spacing of instruments, must be discussed thoroughly.

For example, if you are going to conduct a survey or interview, then by what procedure will you select the interviewees (or sample size in case of surveys), and how exactly will the interview or survey be conducted.

7. Challenges and limitations

This part, which is frequently assumed to be unnecessary, is actually very important. The challenges and limitations that your chosen strategy inherently possesses must be specified while you are conducting different types of research.

The importance of a good research methodology

You must have observed that all research papers, dissertations, or theses carry a chapter entirely dedicated to research methodology. This section helps maintain your credibility as a better interpreter of results rather than a manipulator.

A good research methodology always explains the procedure, data collection methods and techniques, aim, and scope of the research. In a research study, it leads to a well-organized, rationality-based approach, while the paper lacking it is often observed as messy or disorganized.

You should pay special attention to validating your chosen way towards the research methodology. This becomes extremely important in case you select an unconventional or a distinct method of execution.

Curating and developing a strong, effective research methodology can assist you in addressing a variety of situations, such as:

  • When someone tries to duplicate or expand upon your research after few years.
  • If a contradiction or conflict of facts occurs at a later time. This gives you the security you need to deal with these contradictions while still being able to defend your approach.
  • Gaining a tactical approach in getting your research completed in time. Just ensure you are using the right approach while drafting your research methodology, and it can help you achieve your desired outcomes. Additionally, it provides a better explanation and understanding of the research question itself.
  • Documenting the results so that the final outcome of the research stays as you intended it to be while starting.

Instruments you could use while writing a good research methodology

As a researcher, you must choose which tools or data collection methods that fit best in terms of the relevance of your research. This decision has to be wise.

There exists many research equipments or tools that you can use to carry out your research process. These are classified as:

a. Interviews (One-on-One or a Group)

An interview aimed to get your desired research outcomes can be undertaken in many different ways. For example, you can design your interview as structured, semi-structured, or unstructured. What sets them apart is the degree of formality in the questions. On the other hand, in a group interview, your aim should be to collect more opinions and group perceptions from the focus groups on a certain topic rather than looking out for some formal answers.

In surveys, you are in better control if you specifically draft the questions you seek the response for. For example, you may choose to include free-style questions that can be answered descriptively, or you may provide a multiple-choice type response for questions. Besides, you can also opt to choose both ways, deciding what suits your research process and purpose better.

c. Sample Groups

Similar to the group interviews, here, you can select a group of individuals and assign them a topic to discuss or freely express their opinions over that. You can simultaneously note down the answers and later draft them appropriately, deciding on the relevance of every response.

d. Observations

If your research domain is humanities or sociology, observations are the best-proven method to draw your research methodology. Of course, you can always include studying the spontaneous response of the participants towards a situation or conducting the same but in a more structured manner. A structured observation means putting the participants in a situation at a previously decided time and then studying their responses.

Of all the tools described above, it is you who should wisely choose the instruments and decide what’s the best fit for your research. You must not restrict yourself from multiple methods or a combination of a few instruments if appropriate in drafting a good research methodology.

Types of research methodology

A research methodology exists in various forms. Depending upon their approach, whether centered around words, numbers, or both, methodologies are distinguished as qualitative, quantitative, or an amalgamation of both.

1. Qualitative research methodology

When a research methodology primarily focuses on words and textual data, then it is generally referred to as qualitative research methodology. This type is usually preferred among researchers when the aim and scope of the research are mainly theoretical and explanatory.

The instruments used are observations, interviews, and sample groups. You can use this methodology if you are trying to study human behavior or response in some situations. Generally, qualitative research methodology is widely used in sociology, psychology, and other related domains.

2. Quantitative research methodology

If your research is majorly centered on data, figures, and stats, then analyzing these numerical data is often referred to as quantitative research methodology. You can use quantitative research methodology if your research requires you to validate or justify the obtained results.

In quantitative methods, surveys, tests, experiments, and evaluations of current databases can be advantageously used as instruments If your research involves testing some hypothesis, then use this methodology.

3. Amalgam methodology

As the name suggests, the amalgam methodology uses both quantitative and qualitative approaches. This methodology is used when a part of the research requires you to verify the facts and figures, whereas the other part demands you to discover the theoretical and explanatory nature of the research question.

The instruments for the amalgam methodology require you to conduct interviews and surveys, including tests and experiments. The outcome of this methodology can be insightful and valuable as it provides precise test results in line with theoretical explanations and reasoning.

The amalgam method, makes your work both factual and rational at the same time.

Final words: How to decide which is the best research methodology?

If you have kept your sincerity and awareness intact with the aims and scope of research well enough, you must have got an idea of which research methodology suits your work best.

Before deciding which research methodology answers your research question, you must invest significant time in reading and doing your homework for that. Taking references that yield relevant results should be your first approach to establishing a research methodology.

Moreover, you should never refrain from exploring other options. Before setting your work in stone, you must try all the available options as it explains why the choice of research methodology that you finally make is more appropriate than the other available options.

You should always go for a quantitative research methodology if your research requires gathering large amounts of data, figures, and statistics. This research methodology will provide you with results if your research paper involves the validation of some hypothesis.

Whereas, if  you are looking for more explanations, reasons, opinions, and public perceptions around a theory, you must use qualitative research methodology.The choice of an appropriate research methodology ultimately depends on what you want to achieve through your research.

Frequently Asked Questions (FAQs) about Research Methodology

1. how to write a research methodology.

You can always provide a separate section for research methodology where you should specify details about the methods and instruments used during the research, discussions on result analysis, including insights into the background information, and conveying the research limitations.

2. What are the types of research methodology?

There generally exists four types of research methodology i.e.

  • Observation
  • Experimental
  • Derivational

3. What is the true meaning of research methodology?

The set of techniques or procedures followed to discover and analyze the information gathered to validate or justify a research outcome is generally called Research Methodology.

4. Where lies the importance of research methodology?

Your research methodology directly reflects the validity of your research outcomes and how well-informed your research work is. Moreover, it can help future researchers cite or refer to your research if they plan to use a similar research methodology.

research method report

You might also like

Consensus GPT vs. SciSpace GPT: Choose the Best GPT for Research

Consensus GPT vs. SciSpace GPT: Choose the Best GPT for Research

Sumalatha G

Literature Review and Theoretical Framework: Understanding the Differences

Nikhil Seethi

Using AI for research: A beginner’s guide

Shubham Dogra

Logo for BCcampus Open Publishing

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

Chapter 11: Presenting Your Research

Writing a Research Report in American Psychological Association (APA) Style

Learning Objectives

  • Identify the major sections of an APA-style research report and the basic contents of each section.
  • Plan and write an effective APA-style research report.

In this section, we look at how to write an APA-style empirical research report , an article that presents the results of one or more new studies. Recall that the standard sections of an empirical research report provide a kind of outline. Here we consider each of these sections in detail, including what information it contains, how that information is formatted and organized, and tips for writing each section. At the end of this section is a sample APA-style research report that illustrates many of these principles.

Sections of a Research Report

Title page and abstract.

An APA-style research report begins with a  title page . The title is centred in the upper half of the page, with each important word capitalized. The title should clearly and concisely (in about 12 words or fewer) communicate the primary variables and research questions. This sometimes requires a main title followed by a subtitle that elaborates on the main title, in which case the main title and subtitle are separated by a colon. Here are some titles from recent issues of professional journals published by the American Psychological Association.

  • Sex Differences in Coping Styles and Implications for Depressed Mood
  • Effects of Aging and Divided Attention on Memory for Items and Their Contexts
  • Computer-Assisted Cognitive Behavioural Therapy for Child Anxiety: Results of a Randomized Clinical Trial
  • Virtual Driving and Risk Taking: Do Racing Games Increase Risk-Taking Cognitions, Affect, and Behaviour?

Below the title are the authors’ names and, on the next line, their institutional affiliation—the university or other institution where the authors worked when they conducted the research. As we have already seen, the authors are listed in an order that reflects their contribution to the research. When multiple authors have made equal contributions to the research, they often list their names alphabetically or in a randomly determined order.

In some areas of psychology, the titles of many empirical research reports are informal in a way that is perhaps best described as “cute.” They usually take the form of a play on words or a well-known expression that relates to the topic under study. Here are some examples from recent issues of the Journal Psychological Science .

  • “Smells Like Clean Spirit: Nonconscious Effects of Scent on Cognition and Behavior”
  • “Time Crawls: The Temporal Resolution of Infants’ Visual Attention”
  • “Scent of a Woman: Men’s Testosterone Responses to Olfactory Ovulation Cues”
  • “Apocalypse Soon?: Dire Messages Reduce Belief in Global Warming by Contradicting Just-World Beliefs”
  • “Serial vs. Parallel Processing: Sometimes They Look Like Tweedledum and Tweedledee but They Can (and Should) Be Distinguished”
  • “How Do I Love Thee? Let Me Count the Words: The Social Effects of Expressive Writing”

Individual researchers differ quite a bit in their preference for such titles. Some use them regularly, while others never use them. What might be some of the pros and cons of using cute article titles?

For articles that are being submitted for publication, the title page also includes an author note that lists the authors’ full institutional affiliations, any acknowledgments the authors wish to make to agencies that funded the research or to colleagues who commented on it, and contact information for the authors. For student papers that are not being submitted for publication—including theses—author notes are generally not necessary.

The  abstract  is a summary of the study. It is the second page of the manuscript and is headed with the word  Abstract . The first line is not indented. The abstract presents the research question, a summary of the method, the basic results, and the most important conclusions. Because the abstract is usually limited to about 200 words, it can be a challenge to write a good one.

Introduction

The  introduction  begins on the third page of the manuscript. The heading at the top of this page is the full title of the manuscript, with each important word capitalized as on the title page. The introduction includes three distinct subsections, although these are typically not identified by separate headings. The opening introduces the research question and explains why it is interesting, the literature review discusses relevant previous research, and the closing restates the research question and comments on the method used to answer it.

The Opening

The  opening , which is usually a paragraph or two in length, introduces the research question and explains why it is interesting. To capture the reader’s attention, researcher Daryl Bem recommends starting with general observations about the topic under study, expressed in ordinary language (not technical jargon)—observations that are about people and their behaviour (not about researchers or their research; Bem, 2003 [1] ). Concrete examples are often very useful here. According to Bem, this would be a poor way to begin a research report:

Festinger’s theory of cognitive dissonance received a great deal of attention during the latter part of the 20th century (p. 191)

The following would be much better:

The individual who holds two beliefs that are inconsistent with one another may feel uncomfortable. For example, the person who knows that he or she enjoys smoking but believes it to be unhealthy may experience discomfort arising from the inconsistency or disharmony between these two thoughts or cognitions. This feeling of discomfort was called cognitive dissonance by social psychologist Leon Festinger (1957), who suggested that individuals will be motivated to remove this dissonance in whatever way they can (p. 191).

After capturing the reader’s attention, the opening should go on to introduce the research question and explain why it is interesting. Will the answer fill a gap in the literature? Will it provide a test of an important theory? Does it have practical implications? Giving readers a clear sense of what the research is about and why they should care about it will motivate them to continue reading the literature review—and will help them make sense of it.

Breaking the Rules

Researcher Larry Jacoby reported several studies showing that a word that people see or hear repeatedly can seem more familiar even when they do not recall the repetitions—and that this tendency is especially pronounced among older adults. He opened his article with the following humourous anecdote:

A friend whose mother is suffering symptoms of Alzheimer’s disease (AD) tells the story of taking her mother to visit a nursing home, preliminary to her mother’s moving there. During an orientation meeting at the nursing home, the rules and regulations were explained, one of which regarded the dining room. The dining room was described as similar to a fine restaurant except that tipping was not required. The absence of tipping was a central theme in the orientation lecture, mentioned frequently to emphasize the quality of care along with the advantages of having paid in advance. At the end of the meeting, the friend’s mother was asked whether she had any questions. She replied that she only had one question: “Should I tip?” (Jacoby, 1999, p. 3)

Although both humour and personal anecdotes are generally discouraged in APA-style writing, this example is a highly effective way to start because it both engages the reader and provides an excellent real-world example of the topic under study.

The Literature Review

Immediately after the opening comes the  literature review , which describes relevant previous research on the topic and can be anywhere from several paragraphs to several pages in length. However, the literature review is not simply a list of past studies. Instead, it constitutes a kind of argument for why the research question is worth addressing. By the end of the literature review, readers should be convinced that the research question makes sense and that the present study is a logical next step in the ongoing research process.

Like any effective argument, the literature review must have some kind of structure. For example, it might begin by describing a phenomenon in a general way along with several studies that demonstrate it, then describing two or more competing theories of the phenomenon, and finally presenting a hypothesis to test one or more of the theories. Or it might describe one phenomenon, then describe another phenomenon that seems inconsistent with the first one, then propose a theory that resolves the inconsistency, and finally present a hypothesis to test that theory. In applied research, it might describe a phenomenon or theory, then describe how that phenomenon or theory applies to some important real-world situation, and finally suggest a way to test whether it does, in fact, apply to that situation.

Looking at the literature review in this way emphasizes a few things. First, it is extremely important to start with an outline of the main points that you want to make, organized in the order that you want to make them. The basic structure of your argument, then, should be apparent from the outline itself. Second, it is important to emphasize the structure of your argument in your writing. One way to do this is to begin the literature review by summarizing your argument even before you begin to make it. “In this article, I will describe two apparently contradictory phenomena, present a new theory that has the potential to resolve the apparent contradiction, and finally present a novel hypothesis to test the theory.” Another way is to open each paragraph with a sentence that summarizes the main point of the paragraph and links it to the preceding points. These opening sentences provide the “transitions” that many beginning researchers have difficulty with. Instead of beginning a paragraph by launching into a description of a previous study, such as “Williams (2004) found that…,” it is better to start by indicating something about why you are describing this particular study. Here are some simple examples:

Another example of this phenomenon comes from the work of Williams (2004).

Williams (2004) offers one explanation of this phenomenon.

An alternative perspective has been provided by Williams (2004).

We used a method based on the one used by Williams (2004).

Finally, remember that your goal is to construct an argument for why your research question is interesting and worth addressing—not necessarily why your favourite answer to it is correct. In other words, your literature review must be balanced. If you want to emphasize the generality of a phenomenon, then of course you should discuss various studies that have demonstrated it. However, if there are other studies that have failed to demonstrate it, you should discuss them too. Or if you are proposing a new theory, then of course you should discuss findings that are consistent with that theory. However, if there are other findings that are inconsistent with it, again, you should discuss them too. It is acceptable to argue that the  balance  of the research supports the existence of a phenomenon or is consistent with a theory (and that is usually the best that researchers in psychology can hope for), but it is not acceptable to  ignore contradictory evidence. Besides, a large part of what makes a research question interesting is uncertainty about its answer.

The Closing

The  closing  of the introduction—typically the final paragraph or two—usually includes two important elements. The first is a clear statement of the main research question or hypothesis. This statement tends to be more formal and precise than in the opening and is often expressed in terms of operational definitions of the key variables. The second is a brief overview of the method and some comment on its appropriateness. Here, for example, is how Darley and Latané (1968) [2] concluded the introduction to their classic article on the bystander effect:

These considerations lead to the hypothesis that the more bystanders to an emergency, the less likely, or the more slowly, any one bystander will intervene to provide aid. To test this proposition it would be necessary to create a situation in which a realistic “emergency” could plausibly occur. Each subject should also be blocked from communicating with others to prevent his getting information about their behaviour during the emergency. Finally, the experimental situation should allow for the assessment of the speed and frequency of the subjects’ reaction to the emergency. The experiment reported below attempted to fulfill these conditions. (p. 378)

Thus the introduction leads smoothly into the next major section of the article—the method section.

The  method section  is where you describe how you conducted your study. An important principle for writing a method section is that it should be clear and detailed enough that other researchers could replicate the study by following your “recipe.” This means that it must describe all the important elements of the study—basic demographic characteristics of the participants, how they were recruited, whether they were randomly assigned, how the variables were manipulated or measured, how counterbalancing was accomplished, and so on. At the same time, it should avoid irrelevant details such as the fact that the study was conducted in Classroom 37B of the Industrial Technology Building or that the questionnaire was double-sided and completed using pencils.

The method section begins immediately after the introduction ends with the heading “Method” (not “Methods”) centred on the page. Immediately after this is the subheading “Participants,” left justified and in italics. The participants subsection indicates how many participants there were, the number of women and men, some indication of their age, other demographics that may be relevant to the study, and how they were recruited, including any incentives given for participation.

Three ways of organizing an APA-style method. Long description available.

After the participants section, the structure can vary a bit. Figure 11.1 shows three common approaches. In the first, the participants section is followed by a design and procedure subsection, which describes the rest of the method. This works well for methods that are relatively simple and can be described adequately in a few paragraphs. In the second approach, the participants section is followed by separate design and procedure subsections. This works well when both the design and the procedure are relatively complicated and each requires multiple paragraphs.

What is the difference between design and procedure? The design of a study is its overall structure. What were the independent and dependent variables? Was the independent variable manipulated, and if so, was it manipulated between or within subjects? How were the variables operationally defined? The procedure is how the study was carried out. It often works well to describe the procedure in terms of what the participants did rather than what the researchers did. For example, the participants gave their informed consent, read a set of instructions, completed a block of four practice trials, completed a block of 20 test trials, completed two questionnaires, and were debriefed and excused.

In the third basic way to organize a method section, the participants subsection is followed by a materials subsection before the design and procedure subsections. This works well when there are complicated materials to describe. This might mean multiple questionnaires, written vignettes that participants read and respond to, perceptual stimuli, and so on. The heading of this subsection can be modified to reflect its content. Instead of “Materials,” it can be “Questionnaires,” “Stimuli,” and so on.

The  results section  is where you present the main results of the study, including the results of the statistical analyses. Although it does not include the raw data—individual participants’ responses or scores—researchers should save their raw data and make them available to other researchers who request them. Several journals now encourage the open sharing of raw data online.

Although there are no standard subsections, it is still important for the results section to be logically organized. Typically it begins with certain preliminary issues. One is whether any participants or responses were excluded from the analyses and why. The rationale for excluding data should be described clearly so that other researchers can decide whether it is appropriate. A second preliminary issue is how multiple responses were combined to produce the primary variables in the analyses. For example, if participants rated the attractiveness of 20 stimulus people, you might have to explain that you began by computing the mean attractiveness rating for each participant. Or if they recalled as many items as they could from study list of 20 words, did you count the number correctly recalled, compute the percentage correctly recalled, or perhaps compute the number correct minus the number incorrect? A third preliminary issue is the reliability of the measures. This is where you would present test-retest correlations, Cronbach’s α, or other statistics to show that the measures are consistent across time and across items. A final preliminary issue is whether the manipulation was successful. This is where you would report the results of any manipulation checks.

The results section should then tackle the primary research questions, one at a time. Again, there should be a clear organization. One approach would be to answer the most general questions and then proceed to answer more specific ones. Another would be to answer the main question first and then to answer secondary ones. Regardless, Bem (2003) [3] suggests the following basic structure for discussing each new result:

  • Remind the reader of the research question.
  • Give the answer to the research question in words.
  • Present the relevant statistics.
  • Qualify the answer if necessary.
  • Summarize the result.

Notice that only Step 3 necessarily involves numbers. The rest of the steps involve presenting the research question and the answer to it in words. In fact, the basic results should be clear even to a reader who skips over the numbers.

The  discussion  is the last major section of the research report. Discussions usually consist of some combination of the following elements:

  • Summary of the research
  • Theoretical implications
  • Practical implications
  • Limitations
  • Suggestions for future research

The discussion typically begins with a summary of the study that provides a clear answer to the research question. In a short report with a single study, this might require no more than a sentence. In a longer report with multiple studies, it might require a paragraph or even two. The summary is often followed by a discussion of the theoretical implications of the research. Do the results provide support for any existing theories? If not, how  can  they be explained? Although you do not have to provide a definitive explanation or detailed theory for your results, you at least need to outline one or more possible explanations. In applied research—and often in basic research—there is also some discussion of the practical implications of the research. How can the results be used, and by whom, to accomplish some real-world goal?

The theoretical and practical implications are often followed by a discussion of the study’s limitations. Perhaps there are problems with its internal or external validity. Perhaps the manipulation was not very effective or the measures not very reliable. Perhaps there is some evidence that participants did not fully understand their task or that they were suspicious of the intent of the researchers. Now is the time to discuss these issues and how they might have affected the results. But do not overdo it. All studies have limitations, and most readers will understand that a different sample or different measures might have produced different results. Unless there is good reason to think they  would have, however, there is no reason to mention these routine issues. Instead, pick two or three limitations that seem like they could have influenced the results, explain how they could have influenced the results, and suggest ways to deal with them.

Most discussions end with some suggestions for future research. If the study did not satisfactorily answer the original research question, what will it take to do so? What  new  research questions has the study raised? This part of the discussion, however, is not just a list of new questions. It is a discussion of two or three of the most important unresolved issues. This means identifying and clarifying each question, suggesting some alternative answers, and even suggesting ways they could be studied.

Finally, some researchers are quite good at ending their articles with a sweeping or thought-provoking conclusion. Darley and Latané (1968) [4] , for example, ended their article on the bystander effect by discussing the idea that whether people help others may depend more on the situation than on their personalities. Their final sentence is, “If people understand the situational forces that can make them hesitate to intervene, they may better overcome them” (p. 383). However, this kind of ending can be difficult to pull off. It can sound overreaching or just banal and end up detracting from the overall impact of the article. It is often better simply to end when you have made your final point (although you should avoid ending on a limitation).

The references section begins on a new page with the heading “References” centred at the top of the page. All references cited in the text are then listed in the format presented earlier. They are listed alphabetically by the last name of the first author. If two sources have the same first author, they are listed alphabetically by the last name of the second author. If all the authors are the same, then they are listed chronologically by the year of publication. Everything in the reference list is double-spaced both within and between references.

Appendices, Tables, and Figures

Appendices, tables, and figures come after the references. An  appendix  is appropriate for supplemental material that would interrupt the flow of the research report if it were presented within any of the major sections. An appendix could be used to present lists of stimulus words, questionnaire items, detailed descriptions of special equipment or unusual statistical analyses, or references to the studies that are included in a meta-analysis. Each appendix begins on a new page. If there is only one, the heading is “Appendix,” centred at the top of the page. If there is more than one, the headings are “Appendix A,” “Appendix B,” and so on, and they appear in the order they were first mentioned in the text of the report.

After any appendices come tables and then figures. Tables and figures are both used to present results. Figures can also be used to illustrate theories (e.g., in the form of a flowchart), display stimuli, outline procedures, and present many other kinds of information. Each table and figure appears on its own page. Tables are numbered in the order that they are first mentioned in the text (“Table 1,” “Table 2,” and so on). Figures are numbered the same way (“Figure 1,” “Figure 2,” and so on). A brief explanatory title, with the important words capitalized, appears above each table. Each figure is given a brief explanatory caption, where (aside from proper nouns or names) only the first word of each sentence is capitalized. More details on preparing APA-style tables and figures are presented later in the book.

Sample APA-Style Research Report

Figures 11.2, 11.3, 11.4, and 11.5 show some sample pages from an APA-style empirical research report originally written by undergraduate student Tomoe Suyama at California State University, Fresno. The main purpose of these figures is to illustrate the basic organization and formatting of an APA-style empirical research report, although many high-level and low-level style conventions can be seen here too.

""

Key Takeaways

  • An APA-style empirical research report consists of several standard sections. The main ones are the abstract, introduction, method, results, discussion, and references.
  • The introduction consists of an opening that presents the research question, a literature review that describes previous research on the topic, and a closing that restates the research question and comments on the method. The literature review constitutes an argument for why the current study is worth doing.
  • The method section describes the method in enough detail that another researcher could replicate the study. At a minimum, it consists of a participants subsection and a design and procedure subsection.
  • The results section describes the results in an organized fashion. Each primary result is presented in terms of statistical results but also explained in words.
  • The discussion typically summarizes the study, discusses theoretical and practical implications and limitations of the study, and offers suggestions for further research.
  • Practice: Look through an issue of a general interest professional journal (e.g.,  Psychological Science ). Read the opening of the first five articles and rate the effectiveness of each one from 1 ( very ineffective ) to 5 ( very effective ). Write a sentence or two explaining each rating.
  • Practice: Find a recent article in a professional journal and identify where the opening, literature review, and closing of the introduction begin and end.
  • Practice: Find a recent article in a professional journal and highlight in a different colour each of the following elements in the discussion: summary, theoretical implications, practical implications, limitations, and suggestions for future research.

Long Descriptions

Figure 11.1 long description: Table showing three ways of organizing an APA-style method section.

In the simple method, there are two subheadings: “Participants” (which might begin “The participants were…”) and “Design and procedure” (which might begin “There were three conditions…”).

In the typical method, there are three subheadings: “Participants” (“The participants were…”), “Design” (“There were three conditions…”), and “Procedure” (“Participants viewed each stimulus on the computer screen…”).

In the complex method, there are four subheadings: “Participants” (“The participants were…”), “Materials” (“The stimuli were…”), “Design” (“There were three conditions…”), and “Procedure” (“Participants viewed each stimulus on the computer screen…”). [Return to Figure 11.1]

  • Bem, D. J. (2003). Writing the empirical journal article. In J. M. Darley, M. P. Zanna, & H. R. Roediger III (Eds.),  The compleat academic: A practical guide for the beginning social scientist  (2nd ed.). Washington, DC: American Psychological Association. ↵
  • Darley, J. M., & Latané, B. (1968). Bystander intervention in emergencies: Diffusion of responsibility.  Journal of Personality and Social Psychology, 4 , 377–383. ↵

A type of research article which describes one or more new empirical studies conducted by the authors.

The page at the beginning of an APA-style research report containing the title of the article, the authors’ names, and their institutional affiliation.

A summary of a research study.

The third page of a manuscript containing the research question, the literature review, and comments about how to answer the research question.

An introduction to the research question and explanation for why this question is interesting.

A description of relevant previous research on the topic being discusses and an argument for why the research is worth addressing.

The end of the introduction, where the research question is reiterated and the method is commented upon.

The section of a research report where the method used to conduct the study is described.

The main results of the study, including the results from statistical analyses, are presented in a research article.

Section of a research report that summarizes the study's results and interprets them by referring back to the study's theoretical background.

Part of a research report which contains supplemental material.

Research Methods in Psychology - 2nd Canadian Edition Copyright © 2015 by Paul C. Price, Rajiv Jhangiani, & I-Chant A. Chiang is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Share This Book

research method report

Editorial Manager, our manuscript submissions site will be unavailable between 12pm April 5, 2024 and 12pm April 8 2024 (Pacific Standard Time). We apologize for any inconvenience this may cause.

When you choose to publish with PLOS, your research makes an impact. Make your work accessible to all, without restrictions, and accelerate scientific discovery with options like preprints and published peer review that make your work more Open.

  • PLOS Biology
  • PLOS Climate
  • PLOS Complex Systems
  • PLOS Computational Biology
  • PLOS Digital Health
  • PLOS Genetics
  • PLOS Global Public Health
  • PLOS Medicine
  • PLOS Mental Health
  • PLOS Neglected Tropical Diseases
  • PLOS Pathogens
  • PLOS Sustainability and Transformation
  • PLOS Collections
  • How to Write Your Methods

research method report

Ensure understanding, reproducibility and replicability

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

Why Methods Matter

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

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

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

research method report

What to include in your methods section

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

A constant principle of rigorous science

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

Imagine replicating your own work, years in the future

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

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

Tip: Be sure to capture any changes to your protocols

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

Visual aids for methods help when reading the whole paper

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

Ethical Considerations

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

Existing standards, checklists, guidelines, partners

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

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

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

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

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

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

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

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

Summary Writing tips

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

research method report

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

research method report

Don’t

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

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

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

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

Uncomplicated Reviews of Educational Research Methods

  • Writing a Research Report

.pdf version of this page

This review covers the basic elements of a research report. This is a general guide for what you will see in journal articles or dissertations. This format assumes a mixed methods study, but you can leave out either quantitative or qualitative sections if you only used a single methodology.

This review is divided into sections for easy reference. There are five MAJOR parts of a Research Report:

1.    Introduction 2.    Review of Literature 3.    Methods 4.    Results 5.    Discussion

As a general guide, the Introduction, Review of Literature, and Methods should be about 1/3 of your paper, Discussion 1/3, then Results 1/3.

Section 1 : Cover Sheet (APA format cover sheet) optional, if required.

Section 2: Abstract (a basic summary of the report, including sample, treatment, design, results, and implications) (≤ 150 words) optional, if required.

Section 3 : Introduction (1-3 paragraphs) •    Basic introduction •    Supportive statistics (can be from periodicals) •    Statement of Purpose •    Statement of Significance

Section 4 : Research question(s) or hypotheses •    An overall research question (optional) •    A quantitative-based (hypotheses) •    A qualitative-based (research questions) Note: You will generally have more than one, especially if using hypotheses.

Section 5: Review of Literature ▪    Should be organized by subheadings ▪    Should adequately support your study using supporting, related, and/or refuting evidence ▪    Is a synthesis, not a collection of individual summaries

Section 6: Methods ▪    Procedure: Describe data gathering or participant recruitment, including IRB approval ▪    Sample: Describe the sample or dataset, including basic demographics ▪    Setting: Describe the setting, if applicable (generally only in qualitative designs) ▪    Treatment: If applicable, describe, in detail, how you implemented the treatment ▪    Instrument: Describe, in detail, how you implemented the instrument; Describe the reliability and validity associated with the instrument ▪    Data Analysis: Describe type of procedure (t-test, interviews, etc.) and software (if used)

Section 7: Results ▪    Restate Research Question 1 (Quantitative) ▪    Describe results ▪    Restate Research Question 2 (Qualitative) ▪    Describe results

Section 8: Discussion ▪    Restate Overall Research Question ▪    Describe how the results, when taken together, answer the overall question ▪    ***Describe how the results confirm or contrast the literature you reviewed

Section 9: Recommendations (if applicable, generally related to practice)

Section 10: Limitations ▪    Discuss, in several sentences, the limitations of this study. ▪    Research Design (overall, then info about the limitations of each separately) ▪    Sample ▪    Instrument/s ▪    Other limitations

Section 11: Conclusion (A brief closing summary)

Section 12: References (APA format)

Share this:

About research rundowns.

Research Rundowns was made possible by support from the Dewar College of Education at Valdosta State University .

  • Experimental Design
  • What is Educational Research?
  • Writing Research Questions
  • Mixed Methods Research Designs
  • Qualitative Coding & Analysis
  • Qualitative Research Design
  • Correlation
  • Effect Size
  • Instrument, Validity, Reliability
  • Mean & Standard Deviation
  • Significance Testing (t-tests)
  • Steps 1-4: Finding Research
  • Steps 5-6: Analyzing & Organizing
  • Steps 7-9: Citing & Writing

Create a free website or blog at WordPress.com.

' src=

  • Already have a WordPress.com account? Log in now.
  • Subscribe Subscribed
  • Copy shortlink
  • Report this content
  • View post in Reader
  • Manage subscriptions
  • Collapse this bar

The Writing Center • University of North Carolina at Chapel Hill

Scientific Reports

What this handout is about.

This handout provides a general guide to writing reports about scientific research you’ve performed. In addition to describing the conventional rules about the format and content of a lab report, we’ll also attempt to convey why these rules exist, so you’ll get a clearer, more dependable idea of how to approach this writing situation. Readers of this handout may also find our handout on writing in the sciences useful.

Background and pre-writing

Why do we write research reports.

You did an experiment or study for your science class, and now you have to write it up for your teacher to review. You feel that you understood the background sufficiently, designed and completed the study effectively, obtained useful data, and can use those data to draw conclusions about a scientific process or principle. But how exactly do you write all that? What is your teacher expecting to see?

To take some of the guesswork out of answering these questions, try to think beyond the classroom setting. In fact, you and your teacher are both part of a scientific community, and the people who participate in this community tend to share the same values. As long as you understand and respect these values, your writing will likely meet the expectations of your audience—including your teacher.

So why are you writing this research report? The practical answer is “Because the teacher assigned it,” but that’s classroom thinking. Generally speaking, people investigating some scientific hypothesis have a responsibility to the rest of the scientific world to report their findings, particularly if these findings add to or contradict previous ideas. The people reading such reports have two primary goals:

  • They want to gather the information presented.
  • They want to know that the findings are legitimate.

Your job as a writer, then, is to fulfill these two goals.

How do I do that?

Good question. Here is the basic format scientists have designed for research reports:

  • Introduction

Methods and Materials

This format, sometimes called “IMRAD,” may take slightly different shapes depending on the discipline or audience; some ask you to include an abstract or separate section for the hypothesis, or call the Discussion section “Conclusions,” or change the order of the sections (some professional and academic journals require the Methods section to appear last). Overall, however, the IMRAD format was devised to represent a textual version of the scientific method.

The scientific method, you’ll probably recall, involves developing a hypothesis, testing it, and deciding whether your findings support the hypothesis. In essence, the format for a research report in the sciences mirrors the scientific method but fleshes out the process a little. Below, you’ll find a table that shows how each written section fits into the scientific method and what additional information it offers the reader.

Thinking of your research report as based on the scientific method, but elaborated in the ways described above, may help you to meet your audience’s expectations successfully. We’re going to proceed by explicitly connecting each section of the lab report to the scientific method, then explaining why and how you need to elaborate that section.

Although this handout takes each section in the order in which it should be presented in the final report, you may for practical reasons decide to compose sections in another order. For example, many writers find that composing their Methods and Results before the other sections helps to clarify their idea of the experiment or study as a whole. You might consider using each assignment to practice different approaches to drafting the report, to find the order that works best for you.

What should I do before drafting the lab report?

The best way to prepare to write the lab report is to make sure that you fully understand everything you need to about the experiment. Obviously, if you don’t quite know what went on during the lab, you’re going to find it difficult to explain the lab satisfactorily to someone else. To make sure you know enough to write the report, complete the following steps:

  • What are we going to do in this lab? (That is, what’s the procedure?)
  • Why are we going to do it that way?
  • What are we hoping to learn from this experiment?
  • Why would we benefit from this knowledge?
  • Consult your lab supervisor as you perform the lab. If you don’t know how to answer one of the questions above, for example, your lab supervisor will probably be able to explain it to you (or, at least, help you figure it out).
  • Plan the steps of the experiment carefully with your lab partners. The less you rush, the more likely it is that you’ll perform the experiment correctly and record your findings accurately. Also, take some time to think about the best way to organize the data before you have to start putting numbers down. If you can design a table to account for the data, that will tend to work much better than jotting results down hurriedly on a scrap piece of paper.
  • Record the data carefully so you get them right. You won’t be able to trust your conclusions if you have the wrong data, and your readers will know you messed up if the other three people in your group have “97 degrees” and you have “87.”
  • Consult with your lab partners about everything you do. Lab groups often make one of two mistakes: two people do all the work while two have a nice chat, or everybody works together until the group finishes gathering the raw data, then scrams outta there. Collaborate with your partners, even when the experiment is “over.” What trends did you observe? Was the hypothesis supported? Did you all get the same results? What kind of figure should you use to represent your findings? The whole group can work together to answer these questions.
  • Consider your audience. You may believe that audience is a non-issue: it’s your lab TA, right? Well, yes—but again, think beyond the classroom. If you write with only your lab instructor in mind, you may omit material that is crucial to a complete understanding of your experiment, because you assume the instructor knows all that stuff already. As a result, you may receive a lower grade, since your TA won’t be sure that you understand all the principles at work. Try to write towards a student in the same course but a different lab section. That student will have a fair degree of scientific expertise but won’t know much about your experiment particularly. Alternatively, you could envision yourself five years from now, after the reading and lectures for this course have faded a bit. What would you remember, and what would you need explained more clearly (as a refresher)?

Once you’ve completed these steps as you perform the experiment, you’ll be in a good position to draft an effective lab report.

Introductions

How do i write a strong introduction.

For the purposes of this handout, we’ll consider the Introduction to contain four basic elements: the purpose, the scientific literature relevant to the subject, the hypothesis, and the reasons you believed your hypothesis viable. Let’s start by going through each element of the Introduction to clarify what it covers and why it’s important. Then we can formulate a logical organizational strategy for the section.

The inclusion of the purpose (sometimes called the objective) of the experiment often confuses writers. The biggest misconception is that the purpose is the same as the hypothesis. Not quite. We’ll get to hypotheses in a minute, but basically they provide some indication of what you expect the experiment to show. The purpose is broader, and deals more with what you expect to gain through the experiment. In a professional setting, the hypothesis might have something to do with how cells react to a certain kind of genetic manipulation, but the purpose of the experiment is to learn more about potential cancer treatments. Undergraduate reports don’t often have this wide-ranging a goal, but you should still try to maintain the distinction between your hypothesis and your purpose. In a solubility experiment, for example, your hypothesis might talk about the relationship between temperature and the rate of solubility, but the purpose is probably to learn more about some specific scientific principle underlying the process of solubility.

For starters, most people say that you should write out your working hypothesis before you perform the experiment or study. Many beginning science students neglect to do so and find themselves struggling to remember precisely which variables were involved in the process or in what way the researchers felt that they were related. Write your hypothesis down as you develop it—you’ll be glad you did.

As for the form a hypothesis should take, it’s best not to be too fancy or complicated; an inventive style isn’t nearly so important as clarity here. There’s nothing wrong with beginning your hypothesis with the phrase, “It was hypothesized that . . .” Be as specific as you can about the relationship between the different objects of your study. In other words, explain that when term A changes, term B changes in this particular way. Readers of scientific writing are rarely content with the idea that a relationship between two terms exists—they want to know what that relationship entails.

Not a hypothesis:

“It was hypothesized that there is a significant relationship between the temperature of a solvent and the rate at which a solute dissolves.”

Hypothesis:

“It was hypothesized that as the temperature of a solvent increases, the rate at which a solute will dissolve in that solvent increases.”

Put more technically, most hypotheses contain both an independent and a dependent variable. The independent variable is what you manipulate to test the reaction; the dependent variable is what changes as a result of your manipulation. In the example above, the independent variable is the temperature of the solvent, and the dependent variable is the rate of solubility. Be sure that your hypothesis includes both variables.

Justify your hypothesis

You need to do more than tell your readers what your hypothesis is; you also need to assure them that this hypothesis was reasonable, given the circumstances. In other words, use the Introduction to explain that you didn’t just pluck your hypothesis out of thin air. (If you did pluck it out of thin air, your problems with your report will probably extend beyond using the appropriate format.) If you posit that a particular relationship exists between the independent and the dependent variable, what led you to believe your “guess” might be supported by evidence?

Scientists often refer to this type of justification as “motivating” the hypothesis, in the sense that something propelled them to make that prediction. Often, motivation includes what we already know—or rather, what scientists generally accept as true (see “Background/previous research” below). But you can also motivate your hypothesis by relying on logic or on your own observations. If you’re trying to decide which solutes will dissolve more rapidly in a solvent at increased temperatures, you might remember that some solids are meant to dissolve in hot water (e.g., bouillon cubes) and some are used for a function precisely because they withstand higher temperatures (they make saucepans out of something). Or you can think about whether you’ve noticed sugar dissolving more rapidly in your glass of iced tea or in your cup of coffee. Even such basic, outside-the-lab observations can help you justify your hypothesis as reasonable.

Background/previous research

This part of the Introduction demonstrates to the reader your awareness of how you’re building on other scientists’ work. If you think of the scientific community as engaging in a series of conversations about various topics, then you’ll recognize that the relevant background material will alert the reader to which conversation you want to enter.

Generally speaking, authors writing journal articles use the background for slightly different purposes than do students completing assignments. Because readers of academic journals tend to be professionals in the field, authors explain the background in order to permit readers to evaluate the study’s pertinence for their own work. You, on the other hand, write toward a much narrower audience—your peers in the course or your lab instructor—and so you must demonstrate that you understand the context for the (presumably assigned) experiment or study you’ve completed. For example, if your professor has been talking about polarity during lectures, and you’re doing a solubility experiment, you might try to connect the polarity of a solid to its relative solubility in certain solvents. In any event, both professional researchers and undergraduates need to connect the background material overtly to their own work.

Organization of this section

Most of the time, writers begin by stating the purpose or objectives of their own work, which establishes for the reader’s benefit the “nature and scope of the problem investigated” (Day 1994). Once you have expressed your purpose, you should then find it easier to move from the general purpose, to relevant material on the subject, to your hypothesis. In abbreviated form, an Introduction section might look like this:

“The purpose of the experiment was to test conventional ideas about solubility in the laboratory [purpose] . . . According to Whitecoat and Labrat (1999), at higher temperatures the molecules of solvents move more quickly . . . We know from the class lecture that molecules moving at higher rates of speed collide with one another more often and thus break down more easily [background material/motivation] . . . Thus, it was hypothesized that as the temperature of a solvent increases, the rate at which a solute will dissolve in that solvent increases [hypothesis].”

Again—these are guidelines, not commandments. Some writers and readers prefer different structures for the Introduction. The one above merely illustrates a common approach to organizing material.

How do I write a strong Materials and Methods section?

As with any piece of writing, your Methods section will succeed only if it fulfills its readers’ expectations, so you need to be clear in your own mind about the purpose of this section. Let’s review the purpose as we described it above: in this section, you want to describe in detail how you tested the hypothesis you developed and also to clarify the rationale for your procedure. In science, it’s not sufficient merely to design and carry out an experiment. Ultimately, others must be able to verify your findings, so your experiment must be reproducible, to the extent that other researchers can follow the same procedure and obtain the same (or similar) results.

Here’s a real-world example of the importance of reproducibility. In 1989, physicists Stanley Pons and Martin Fleischman announced that they had discovered “cold fusion,” a way of producing excess heat and power without the nuclear radiation that accompanies “hot fusion.” Such a discovery could have great ramifications for the industrial production of energy, so these findings created a great deal of interest. When other scientists tried to duplicate the experiment, however, they didn’t achieve the same results, and as a result many wrote off the conclusions as unjustified (or worse, a hoax). To this day, the viability of cold fusion is debated within the scientific community, even though an increasing number of researchers believe it possible. So when you write your Methods section, keep in mind that you need to describe your experiment well enough to allow others to replicate it exactly.

With these goals in mind, let’s consider how to write an effective Methods section in terms of content, structure, and style.

Sometimes the hardest thing about writing this section isn’t what you should talk about, but what you shouldn’t talk about. Writers often want to include the results of their experiment, because they measured and recorded the results during the course of the experiment. But such data should be reserved for the Results section. In the Methods section, you can write that you recorded the results, or how you recorded the results (e.g., in a table), but you shouldn’t write what the results were—not yet. Here, you’re merely stating exactly how you went about testing your hypothesis. As you draft your Methods section, ask yourself the following questions:

  • How much detail? Be precise in providing details, but stay relevant. Ask yourself, “Would it make any difference if this piece were a different size or made from a different material?” If not, you probably don’t need to get too specific. If so, you should give as many details as necessary to prevent this experiment from going awry if someone else tries to carry it out. Probably the most crucial detail is measurement; you should always quantify anything you can, such as time elapsed, temperature, mass, volume, etc.
  • Rationale: Be sure that as you’re relating your actions during the experiment, you explain your rationale for the protocol you developed. If you capped a test tube immediately after adding a solute to a solvent, why did you do that? (That’s really two questions: why did you cap it, and why did you cap it immediately?) In a professional setting, writers provide their rationale as a way to explain their thinking to potential critics. On one hand, of course, that’s your motivation for talking about protocol, too. On the other hand, since in practical terms you’re also writing to your teacher (who’s seeking to evaluate how well you comprehend the principles of the experiment), explaining the rationale indicates that you understand the reasons for conducting the experiment in that way, and that you’re not just following orders. Critical thinking is crucial—robots don’t make good scientists.
  • Control: Most experiments will include a control, which is a means of comparing experimental results. (Sometimes you’ll need to have more than one control, depending on the number of hypotheses you want to test.) The control is exactly the same as the other items you’re testing, except that you don’t manipulate the independent variable-the condition you’re altering to check the effect on the dependent variable. For example, if you’re testing solubility rates at increased temperatures, your control would be a solution that you didn’t heat at all; that way, you’ll see how quickly the solute dissolves “naturally” (i.e., without manipulation), and you’ll have a point of reference against which to compare the solutions you did heat.

Describe the control in the Methods section. Two things are especially important in writing about the control: identify the control as a control, and explain what you’re controlling for. Here is an example:

“As a control for the temperature change, we placed the same amount of solute in the same amount of solvent, and let the solution stand for five minutes without heating it.”

Structure and style

Organization is especially important in the Methods section of a lab report because readers must understand your experimental procedure completely. Many writers are surprised by the difficulty of conveying what they did during the experiment, since after all they’re only reporting an event, but it’s often tricky to present this information in a coherent way. There’s a fairly standard structure you can use to guide you, and following the conventions for style can help clarify your points.

  • Subsections: Occasionally, researchers use subsections to report their procedure when the following circumstances apply: 1) if they’ve used a great many materials; 2) if the procedure is unusually complicated; 3) if they’ve developed a procedure that won’t be familiar to many of their readers. Because these conditions rarely apply to the experiments you’ll perform in class, most undergraduate lab reports won’t require you to use subsections. In fact, many guides to writing lab reports suggest that you try to limit your Methods section to a single paragraph.
  • Narrative structure: Think of this section as telling a story about a group of people and the experiment they performed. Describe what you did in the order in which you did it. You may have heard the old joke centered on the line, “Disconnect the red wire, but only after disconnecting the green wire,” where the person reading the directions blows everything to kingdom come because the directions weren’t in order. We’re used to reading about events chronologically, and so your readers will generally understand what you did if you present that information in the same way. Also, since the Methods section does generally appear as a narrative (story), you want to avoid the “recipe” approach: “First, take a clean, dry 100 ml test tube from the rack. Next, add 50 ml of distilled water.” You should be reporting what did happen, not telling the reader how to perform the experiment: “50 ml of distilled water was poured into a clean, dry 100 ml test tube.” Hint: most of the time, the recipe approach comes from copying down the steps of the procedure from your lab manual, so you may want to draft the Methods section initially without consulting your manual. Later, of course, you can go back and fill in any part of the procedure you inadvertently overlooked.
  • Past tense: Remember that you’re describing what happened, so you should use past tense to refer to everything you did during the experiment. Writers are often tempted to use the imperative (“Add 5 g of the solid to the solution”) because that’s how their lab manuals are worded; less frequently, they use present tense (“5 g of the solid are added to the solution”). Instead, remember that you’re talking about an event which happened at a particular time in the past, and which has already ended by the time you start writing, so simple past tense will be appropriate in this section (“5 g of the solid were added to the solution” or “We added 5 g of the solid to the solution”).
  • Active: We heated the solution to 80°C. (The subject, “we,” performs the action, heating.)
  • Passive: The solution was heated to 80°C. (The subject, “solution,” doesn’t do the heating–it is acted upon, not acting.)

Increasingly, especially in the social sciences, using first person and active voice is acceptable in scientific reports. Most readers find that this style of writing conveys information more clearly and concisely. This rhetorical choice thus brings two scientific values into conflict: objectivity versus clarity. Since the scientific community hasn’t reached a consensus about which style it prefers, you may want to ask your lab instructor.

How do I write a strong Results section?

Here’s a paradox for you. The Results section is often both the shortest (yay!) and most important (uh-oh!) part of your report. Your Materials and Methods section shows how you obtained the results, and your Discussion section explores the significance of the results, so clearly the Results section forms the backbone of the lab report. This section provides the most critical information about your experiment: the data that allow you to discuss how your hypothesis was or wasn’t supported. But it doesn’t provide anything else, which explains why this section is generally shorter than the others.

Before you write this section, look at all the data you collected to figure out what relates significantly to your hypothesis. You’ll want to highlight this material in your Results section. Resist the urge to include every bit of data you collected, since perhaps not all are relevant. Also, don’t try to draw conclusions about the results—save them for the Discussion section. In this section, you’re reporting facts. Nothing your readers can dispute should appear in the Results section.

Most Results sections feature three distinct parts: text, tables, and figures. Let’s consider each part one at a time.

This should be a short paragraph, generally just a few lines, that describes the results you obtained from your experiment. In a relatively simple experiment, one that doesn’t produce a lot of data for you to repeat, the text can represent the entire Results section. Don’t feel that you need to include lots of extraneous detail to compensate for a short (but effective) text; your readers appreciate discrimination more than your ability to recite facts. In a more complex experiment, you may want to use tables and/or figures to help guide your readers toward the most important information you gathered. In that event, you’ll need to refer to each table or figure directly, where appropriate:

“Table 1 lists the rates of solubility for each substance”

“Solubility increased as the temperature of the solution increased (see Figure 1).”

If you do use tables or figures, make sure that you don’t present the same material in both the text and the tables/figures, since in essence you’ll just repeat yourself, probably annoying your readers with the redundancy of your statements.

Feel free to describe trends that emerge as you examine the data. Although identifying trends requires some judgment on your part and so may not feel like factual reporting, no one can deny that these trends do exist, and so they properly belong in the Results section. Example:

“Heating the solution increased the rate of solubility of polar solids by 45% but had no effect on the rate of solubility in solutions containing non-polar solids.”

This point isn’t debatable—you’re just pointing out what the data show.

As in the Materials and Methods section, you want to refer to your data in the past tense, because the events you recorded have already occurred and have finished occurring. In the example above, note the use of “increased” and “had,” rather than “increases” and “has.” (You don’t know from your experiment that heating always increases the solubility of polar solids, but it did that time.)

You shouldn’t put information in the table that also appears in the text. You also shouldn’t use a table to present irrelevant data, just to show you did collect these data during the experiment. Tables are good for some purposes and situations, but not others, so whether and how you’ll use tables depends upon what you need them to accomplish.

Tables are useful ways to show variation in data, but not to present a great deal of unchanging measurements. If you’re dealing with a scientific phenomenon that occurs only within a certain range of temperatures, for example, you don’t need to use a table to show that the phenomenon didn’t occur at any of the other temperatures. How useful is this table?

A table labeled Effect of Temperature on Rate of Solubility with temperature of solvent values in 10-degree increments from -20 degrees Celsius to 80 degrees Celsius that does not show a corresponding rate of solubility value until 50 degrees Celsius.

As you can probably see, no solubility was observed until the trial temperature reached 50°C, a fact that the text part of the Results section could easily convey. The table could then be limited to what happened at 50°C and higher, thus better illustrating the differences in solubility rates when solubility did occur.

As a rule, try not to use a table to describe any experimental event you can cover in one sentence of text. Here’s an example of an unnecessary table from How to Write and Publish a Scientific Paper , by Robert A. Day:

A table labeled Oxygen requirements of various species of Streptomyces showing the names of organisms and two columns that indicate growth under aerobic conditions and growth under anaerobic conditions with a plus or minus symbol for each organism in the growth columns to indicate value.

As Day notes, all the information in this table can be summarized in one sentence: “S. griseus, S. coelicolor, S. everycolor, and S. rainbowenski grew under aerobic conditions, whereas S. nocolor and S. greenicus required anaerobic conditions.” Most readers won’t find the table clearer than that one sentence.

When you do have reason to tabulate material, pay attention to the clarity and readability of the format you use. Here are a few tips:

  • Number your table. Then, when you refer to the table in the text, use that number to tell your readers which table they can review to clarify the material.
  • Give your table a title. This title should be descriptive enough to communicate the contents of the table, but not so long that it becomes difficult to follow. The titles in the sample tables above are acceptable.
  • Arrange your table so that readers read vertically, not horizontally. For the most part, this rule means that you should construct your table so that like elements read down, not across. Think about what you want your readers to compare, and put that information in the column (up and down) rather than in the row (across). Usually, the point of comparison will be the numerical data you collect, so especially make sure you have columns of numbers, not rows.Here’s an example of how drastically this decision affects the readability of your table (from A Short Guide to Writing about Chemistry , by Herbert Beall and John Trimbur). Look at this table, which presents the relevant data in horizontal rows:

A table labeled Boyle's Law Experiment: Measuring Volume as a Function of Pressure that presents the trial number, length of air sample in millimeters, and height difference in inches of mercury, each of which is presented in rows horizontally.

It’s a little tough to see the trends that the author presumably wants to present in this table. Compare this table, in which the data appear vertically:

A table labeled Boyle's Law Experiment: Measuring Volume as a Function of Pressure that presents the trial number, length of air sample in millimeters, and height difference in inches of mercury, each of which is presented in columns vertically.

The second table shows how putting like elements in a vertical column makes for easier reading. In this case, the like elements are the measurements of length and height, over five trials–not, as in the first table, the length and height measurements for each trial.

  • Make sure to include units of measurement in the tables. Readers might be able to guess that you measured something in millimeters, but don’t make them try.
  • Don’t use vertical lines as part of the format for your table. This convention exists because journals prefer not to have to reproduce these lines because the tables then become more expensive to print. Even though it’s fairly unlikely that you’ll be sending your Biology 11 lab report to Science for publication, your readers still have this expectation. Consequently, if you use the table-drawing option in your word-processing software, choose the option that doesn’t rely on a “grid” format (which includes vertical lines).

How do I include figures in my report?

Although tables can be useful ways of showing trends in the results you obtained, figures (i.e., illustrations) can do an even better job of emphasizing such trends. Lab report writers often use graphic representations of the data they collected to provide their readers with a literal picture of how the experiment went.

When should you use a figure?

Remember the circumstances under which you don’t need a table: when you don’t have a great deal of data or when the data you have don’t vary a lot. Under the same conditions, you would probably forgo the figure as well, since the figure would be unlikely to provide your readers with an additional perspective. Scientists really don’t like their time wasted, so they tend not to respond favorably to redundancy.

If you’re trying to decide between using a table and creating a figure to present your material, consider the following a rule of thumb. The strength of a table lies in its ability to supply large amounts of exact data, whereas the strength of a figure is its dramatic illustration of important trends within the experiment. If you feel that your readers won’t get the full impact of the results you obtained just by looking at the numbers, then a figure might be appropriate.

Of course, an undergraduate class may expect you to create a figure for your lab experiment, if only to make sure that you can do so effectively. If this is the case, then don’t worry about whether to use figures or not—concentrate instead on how best to accomplish your task.

Figures can include maps, photographs, pen-and-ink drawings, flow charts, bar graphs, and section graphs (“pie charts”). But the most common figure by far, especially for undergraduates, is the line graph, so we’ll focus on that type in this handout.

At the undergraduate level, you can often draw and label your graphs by hand, provided that the result is clear, legible, and drawn to scale. Computer technology has, however, made creating line graphs a lot easier. Most word-processing software has a number of functions for transferring data into graph form; many scientists have found Microsoft Excel, for example, a helpful tool in graphing results. If you plan on pursuing a career in the sciences, it may be well worth your while to learn to use a similar program.

Computers can’t, however, decide for you how your graph really works; you have to know how to design your graph to meet your readers’ expectations. Here are some of these expectations:

  • Keep it as simple as possible. You may be tempted to signal the complexity of the information you gathered by trying to design a graph that accounts for that complexity. But remember the purpose of your graph: to dramatize your results in a manner that’s easy to see and grasp. Try not to make the reader stare at the graph for a half hour to find the important line among the mass of other lines. For maximum effectiveness, limit yourself to three to five lines per graph; if you have more data to demonstrate, use a set of graphs to account for it, rather than trying to cram it all into a single figure.
  • Plot the independent variable on the horizontal (x) axis and the dependent variable on the vertical (y) axis. Remember that the independent variable is the condition that you manipulated during the experiment and the dependent variable is the condition that you measured to see if it changed along with the independent variable. Placing the variables along their respective axes is mostly just a convention, but since your readers are accustomed to viewing graphs in this way, you’re better off not challenging the convention in your report.
  • Label each axis carefully, and be especially careful to include units of measure. You need to make sure that your readers understand perfectly well what your graph indicates.
  • Number and title your graphs. As with tables, the title of the graph should be informative but concise, and you should refer to your graph by number in the text (e.g., “Figure 1 shows the increase in the solubility rate as a function of temperature”).
  • Many editors of professional scientific journals prefer that writers distinguish the lines in their graphs by attaching a symbol to them, usually a geometric shape (triangle, square, etc.), and using that symbol throughout the curve of the line. Generally, readers have a hard time distinguishing dotted lines from dot-dash lines from straight lines, so you should consider staying away from this system. Editors don’t usually like different-colored lines within a graph because colors are difficult and expensive to reproduce; colors may, however, be great for your purposes, as long as you’re not planning to submit your paper to Nature. Use your discretion—try to employ whichever technique dramatizes the results most effectively.
  • Try to gather data at regular intervals, so the plot points on your graph aren’t too far apart. You can’t be sure of the arc you should draw between the plot points if the points are located at the far corners of the graph; over a fifteen-minute interval, perhaps the change occurred in the first or last thirty seconds of that period (in which case your straight-line connection between the points is misleading).
  • If you’re worried that you didn’t collect data at sufficiently regular intervals during your experiment, go ahead and connect the points with a straight line, but you may want to examine this problem as part of your Discussion section.
  • Make your graph large enough so that everything is legible and clearly demarcated, but not so large that it either overwhelms the rest of the Results section or provides a far greater range than you need to illustrate your point. If, for example, the seedlings of your plant grew only 15 mm during the trial, you don’t need to construct a graph that accounts for 100 mm of growth. The lines in your graph should more or less fill the space created by the axes; if you see that your data is confined to the lower left portion of the graph, you should probably re-adjust your scale.
  • If you create a set of graphs, make them the same size and format, including all the verbal and visual codes (captions, symbols, scale, etc.). You want to be as consistent as possible in your illustrations, so that your readers can easily make the comparisons you’re trying to get them to see.

How do I write a strong Discussion section?

The discussion section is probably the least formalized part of the report, in that you can’t really apply the same structure to every type of experiment. In simple terms, here you tell your readers what to make of the Results you obtained. If you have done the Results part well, your readers should already recognize the trends in the data and have a fairly clear idea of whether your hypothesis was supported. Because the Results can seem so self-explanatory, many students find it difficult to know what material to add in this last section.

Basically, the Discussion contains several parts, in no particular order, but roughly moving from specific (i.e., related to your experiment only) to general (how your findings fit in the larger scientific community). In this section, you will, as a rule, need to:

Explain whether the data support your hypothesis

  • Acknowledge any anomalous data or deviations from what you expected

Derive conclusions, based on your findings, about the process you’re studying

  • Relate your findings to earlier work in the same area (if you can)

Explore the theoretical and/or practical implications of your findings

Let’s look at some dos and don’ts for each of these objectives.

This statement is usually a good way to begin the Discussion, since you can’t effectively speak about the larger scientific value of your study until you’ve figured out the particulars of this experiment. You might begin this part of the Discussion by explicitly stating the relationships or correlations your data indicate between the independent and dependent variables. Then you can show more clearly why you believe your hypothesis was or was not supported. For example, if you tested solubility at various temperatures, you could start this section by noting that the rates of solubility increased as the temperature increased. If your initial hypothesis surmised that temperature change would not affect solubility, you would then say something like,

“The hypothesis that temperature change would not affect solubility was not supported by the data.”

Note: Students tend to view labs as practical tests of undeniable scientific truths. As a result, you may want to say that the hypothesis was “proved” or “disproved” or that it was “correct” or “incorrect.” These terms, however, reflect a degree of certainty that you as a scientist aren’t supposed to have. Remember, you’re testing a theory with a procedure that lasts only a few hours and relies on only a few trials, which severely compromises your ability to be sure about the “truth” you see. Words like “supported,” “indicated,” and “suggested” are more acceptable ways to evaluate your hypothesis.

Also, recognize that saying whether the data supported your hypothesis or not involves making a claim to be defended. As such, you need to show the readers that this claim is warranted by the evidence. Make sure that you’re very explicit about the relationship between the evidence and the conclusions you draw from it. This process is difficult for many writers because we don’t often justify conclusions in our regular lives. For example, you might nudge your friend at a party and whisper, “That guy’s drunk,” and once your friend lays eyes on the person in question, she might readily agree. In a scientific paper, by contrast, you would need to defend your claim more thoroughly by pointing to data such as slurred words, unsteady gait, and the lampshade-as-hat. In addition to pointing out these details, you would also need to show how (according to previous studies) these signs are consistent with inebriation, especially if they occur in conjunction with one another. To put it another way, tell your readers exactly how you got from point A (was the hypothesis supported?) to point B (yes/no).

Acknowledge any anomalous data, or deviations from what you expected

You need to take these exceptions and divergences into account, so that you qualify your conclusions sufficiently. For obvious reasons, your readers will doubt your authority if you (deliberately or inadvertently) overlook a key piece of data that doesn’t square with your perspective on what occurred. In a more philosophical sense, once you’ve ignored evidence that contradicts your claims, you’ve departed from the scientific method. The urge to “tidy up” the experiment is often strong, but if you give in to it you’re no longer performing good science.

Sometimes after you’ve performed a study or experiment, you realize that some part of the methods you used to test your hypothesis was flawed. In that case, it’s OK to suggest that if you had the chance to conduct your test again, you might change the design in this or that specific way in order to avoid such and such a problem. The key to making this approach work, though, is to be very precise about the weakness in your experiment, why and how you think that weakness might have affected your data, and how you would alter your protocol to eliminate—or limit the effects of—that weakness. Often, inexperienced researchers and writers feel the need to account for “wrong” data (remember, there’s no such animal), and so they speculate wildly about what might have screwed things up. These speculations include such factors as the unusually hot temperature in the room, or the possibility that their lab partners read the meters wrong, or the potentially defective equipment. These explanations are what scientists call “cop-outs,” or “lame”; don’t indicate that the experiment had a weakness unless you’re fairly certain that a) it really occurred and b) you can explain reasonably well how that weakness affected your results.

If, for example, your hypothesis dealt with the changes in solubility at different temperatures, then try to figure out what you can rationally say about the process of solubility more generally. If you’re doing an undergraduate lab, chances are that the lab will connect in some way to the material you’ve been covering either in lecture or in your reading, so you might choose to return to these resources as a way to help you think clearly about the process as a whole.

This part of the Discussion section is another place where you need to make sure that you’re not overreaching. Again, nothing you’ve found in one study would remotely allow you to claim that you now “know” something, or that something isn’t “true,” or that your experiment “confirmed” some principle or other. Hesitate before you go out on a limb—it’s dangerous! Use less absolutely conclusive language, including such words as “suggest,” “indicate,” “correspond,” “possibly,” “challenge,” etc.

Relate your findings to previous work in the field (if possible)

We’ve been talking about how to show that you belong in a particular community (such as biologists or anthropologists) by writing within conventions that they recognize and accept. Another is to try to identify a conversation going on among members of that community, and use your work to contribute to that conversation. In a larger philosophical sense, scientists can’t fully understand the value of their research unless they have some sense of the context that provoked and nourished it. That is, you have to recognize what’s new about your project (potentially, anyway) and how it benefits the wider body of scientific knowledge. On a more pragmatic level, especially for undergraduates, connecting your lab work to previous research will demonstrate to the TA that you see the big picture. You have an opportunity, in the Discussion section, to distinguish yourself from the students in your class who aren’t thinking beyond the barest facts of the study. Capitalize on this opportunity by putting your own work in context.

If you’re just beginning to work in the natural sciences (as a first-year biology or chemistry student, say), most likely the work you’ll be doing has already been performed and re-performed to a satisfactory degree. Hence, you could probably point to a similar experiment or study and compare/contrast your results and conclusions. More advanced work may deal with an issue that is somewhat less “resolved,” and so previous research may take the form of an ongoing debate, and you can use your own work to weigh in on that debate. If, for example, researchers are hotly disputing the value of herbal remedies for the common cold, and the results of your study suggest that Echinacea diminishes the symptoms but not the actual presence of the cold, then you might want to take some time in the Discussion section to recapitulate the specifics of the dispute as it relates to Echinacea as an herbal remedy. (Consider that you have probably already written in the Introduction about this debate as background research.)

This information is often the best way to end your Discussion (and, for all intents and purposes, the report). In argumentative writing generally, you want to use your closing words to convey the main point of your writing. This main point can be primarily theoretical (“Now that you understand this information, you’re in a better position to understand this larger issue”) or primarily practical (“You can use this information to take such and such an action”). In either case, the concluding statements help the reader to comprehend the significance of your project and your decision to write about it.

Since a lab report is argumentative—after all, you’re investigating a claim, and judging the legitimacy of that claim by generating and collecting evidence—it’s often a good idea to end your report with the same technique for establishing your main point. If you want to go the theoretical route, you might talk about the consequences your study has for the field or phenomenon you’re investigating. To return to the examples regarding solubility, you could end by reflecting on what your work on solubility as a function of temperature tells us (potentially) about solubility in general. (Some folks consider this type of exploration “pure” as opposed to “applied” science, although these labels can be problematic.) If you want to go the practical route, you could end by speculating about the medical, institutional, or commercial implications of your findings—in other words, answer the question, “What can this study help people to do?” In either case, you’re going to make your readers’ experience more satisfying, by helping them see why they spent their time learning what you had to teach them.

Works consulted

We consulted these works while writing this handout. This is not a comprehensive list of resources on the handout’s topic, and we encourage you to do your own research to find additional publications. Please do not use this list as a model for the format of your own reference list, as it may not match the citation style you are using. For guidance on formatting citations, please see the UNC Libraries citation tutorial . We revise these tips periodically and welcome feedback.

American Psychological Association. 2010. Publication Manual of the American Psychological Association . 6th ed. Washington, DC: American Psychological Association.

Beall, Herbert, and John Trimbur. 2001. A Short Guide to Writing About Chemistry , 2nd ed. New York: Longman.

Blum, Deborah, and Mary Knudson. 1997. A Field Guide for Science Writers: The Official Guide of the National Association of Science Writers . New York: Oxford University Press.

Booth, Wayne C., Gregory G. Colomb, Joseph M. Williams, Joseph Bizup, and William T. FitzGerald. 2016. The Craft of Research , 4th ed. Chicago: University of Chicago Press.

Briscoe, Mary Helen. 1996. Preparing Scientific Illustrations: A Guide to Better Posters, Presentations, and Publications , 2nd ed. New York: Springer-Verlag.

Council of Science Editors. 2014. Scientific Style and Format: The CSE Manual for Authors, Editors, and Publishers , 8th ed. Chicago & London: University of Chicago Press.

Davis, Martha. 2012. Scientific Papers and Presentations , 3rd ed. London: Academic Press.

Day, Robert A. 1994. How to Write and Publish a Scientific Paper , 4th ed. Phoenix: Oryx Press.

Porush, David. 1995. A Short Guide to Writing About Science . New York: Longman.

Williams, Joseph, and Joseph Bizup. 2017. Style: Lessons in Clarity and Grace , 12th ed. Boston: Pearson.

You may reproduce it for non-commercial use if you use the entire handout and attribute the source: The Writing Center, University of North Carolina at Chapel Hill

Make a Gift

U.S. flag

An official website of the United States government

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

The site is secure. The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely.

  • Publications
  • Account settings

Preview improvements coming to the PMC website in October 2024. Learn More or Try it out now .

  • Advanced Search
  • Journal List
  • J Korean Med Sci
  • v.37(16); 2022 Apr 25

Logo of jkms

A Practical Guide to Writing Quantitative and Qualitative Research Questions and Hypotheses in Scholarly Articles

Edward barroga.

1 Department of General Education, Graduate School of Nursing Science, St. Luke’s International University, Tokyo, Japan.

Glafera Janet Matanguihan

2 Department of Biological Sciences, Messiah University, Mechanicsburg, PA, USA.

The development of research questions and the subsequent hypotheses are prerequisites to defining the main research purpose and specific objectives of a study. Consequently, these objectives determine the study design and research outcome. The development of research questions is a process based on knowledge of current trends, cutting-edge studies, and technological advances in the research field. Excellent research questions are focused and require a comprehensive literature search and in-depth understanding of the problem being investigated. Initially, research questions may be written as descriptive questions which could be developed into inferential questions. These questions must be specific and concise to provide a clear foundation for developing hypotheses. Hypotheses are more formal predictions about the research outcomes. These specify the possible results that may or may not be expected regarding the relationship between groups. Thus, research questions and hypotheses clarify the main purpose and specific objectives of the study, which in turn dictate the design of the study, its direction, and outcome. Studies developed from good research questions and hypotheses will have trustworthy outcomes with wide-ranging social and health implications.

INTRODUCTION

Scientific research is usually initiated by posing evidenced-based research questions which are then explicitly restated as hypotheses. 1 , 2 The hypotheses provide directions to guide the study, solutions, explanations, and expected results. 3 , 4 Both research questions and hypotheses are essentially formulated based on conventional theories and real-world processes, which allow the inception of novel studies and the ethical testing of ideas. 5 , 6

It is crucial to have knowledge of both quantitative and qualitative research 2 as both types of research involve writing research questions and hypotheses. 7 However, these crucial elements of research are sometimes overlooked; if not overlooked, then framed without the forethought and meticulous attention it needs. Planning and careful consideration are needed when developing quantitative or qualitative research, particularly when conceptualizing research questions and hypotheses. 4

There is a continuing need to support researchers in the creation of innovative research questions and hypotheses, as well as for journal articles that carefully review these elements. 1 When research questions and hypotheses are not carefully thought of, unethical studies and poor outcomes usually ensue. Carefully formulated research questions and hypotheses define well-founded objectives, which in turn determine the appropriate design, course, and outcome of the study. This article then aims to discuss in detail the various aspects of crafting research questions and hypotheses, with the goal of guiding researchers as they develop their own. Examples from the authors and peer-reviewed scientific articles in the healthcare field are provided to illustrate key points.

DEFINITIONS AND RELATIONSHIP OF RESEARCH QUESTIONS AND HYPOTHESES

A research question is what a study aims to answer after data analysis and interpretation. The answer is written in length in the discussion section of the paper. Thus, the research question gives a preview of the different parts and variables of the study meant to address the problem posed in the research question. 1 An excellent research question clarifies the research writing while facilitating understanding of the research topic, objective, scope, and limitations of the study. 5

On the other hand, a research hypothesis is an educated statement of an expected outcome. This statement is based on background research and current knowledge. 8 , 9 The research hypothesis makes a specific prediction about a new phenomenon 10 or a formal statement on the expected relationship between an independent variable and a dependent variable. 3 , 11 It provides a tentative answer to the research question to be tested or explored. 4

Hypotheses employ reasoning to predict a theory-based outcome. 10 These can also be developed from theories by focusing on components of theories that have not yet been observed. 10 The validity of hypotheses is often based on the testability of the prediction made in a reproducible experiment. 8

Conversely, hypotheses can also be rephrased as research questions. Several hypotheses based on existing theories and knowledge may be needed to answer a research question. Developing ethical research questions and hypotheses creates a research design that has logical relationships among variables. These relationships serve as a solid foundation for the conduct of the study. 4 , 11 Haphazardly constructed research questions can result in poorly formulated hypotheses and improper study designs, leading to unreliable results. Thus, the formulations of relevant research questions and verifiable hypotheses are crucial when beginning research. 12

CHARACTERISTICS OF GOOD RESEARCH QUESTIONS AND HYPOTHESES

Excellent research questions are specific and focused. These integrate collective data and observations to confirm or refute the subsequent hypotheses. Well-constructed hypotheses are based on previous reports and verify the research context. These are realistic, in-depth, sufficiently complex, and reproducible. More importantly, these hypotheses can be addressed and tested. 13

There are several characteristics of well-developed hypotheses. Good hypotheses are 1) empirically testable 7 , 10 , 11 , 13 ; 2) backed by preliminary evidence 9 ; 3) testable by ethical research 7 , 9 ; 4) based on original ideas 9 ; 5) have evidenced-based logical reasoning 10 ; and 6) can be predicted. 11 Good hypotheses can infer ethical and positive implications, indicating the presence of a relationship or effect relevant to the research theme. 7 , 11 These are initially developed from a general theory and branch into specific hypotheses by deductive reasoning. In the absence of a theory to base the hypotheses, inductive reasoning based on specific observations or findings form more general hypotheses. 10

TYPES OF RESEARCH QUESTIONS AND HYPOTHESES

Research questions and hypotheses are developed according to the type of research, which can be broadly classified into quantitative and qualitative research. We provide a summary of the types of research questions and hypotheses under quantitative and qualitative research categories in Table 1 .

Research questions in quantitative research

In quantitative research, research questions inquire about the relationships among variables being investigated and are usually framed at the start of the study. These are precise and typically linked to the subject population, dependent and independent variables, and research design. 1 Research questions may also attempt to describe the behavior of a population in relation to one or more variables, or describe the characteristics of variables to be measured ( descriptive research questions ). 1 , 5 , 14 These questions may also aim to discover differences between groups within the context of an outcome variable ( comparative research questions ), 1 , 5 , 14 or elucidate trends and interactions among variables ( relationship research questions ). 1 , 5 We provide examples of descriptive, comparative, and relationship research questions in quantitative research in Table 2 .

Hypotheses in quantitative research

In quantitative research, hypotheses predict the expected relationships among variables. 15 Relationships among variables that can be predicted include 1) between a single dependent variable and a single independent variable ( simple hypothesis ) or 2) between two or more independent and dependent variables ( complex hypothesis ). 4 , 11 Hypotheses may also specify the expected direction to be followed and imply an intellectual commitment to a particular outcome ( directional hypothesis ) 4 . On the other hand, hypotheses may not predict the exact direction and are used in the absence of a theory, or when findings contradict previous studies ( non-directional hypothesis ). 4 In addition, hypotheses can 1) define interdependency between variables ( associative hypothesis ), 4 2) propose an effect on the dependent variable from manipulation of the independent variable ( causal hypothesis ), 4 3) state a negative relationship between two variables ( null hypothesis ), 4 , 11 , 15 4) replace the working hypothesis if rejected ( alternative hypothesis ), 15 explain the relationship of phenomena to possibly generate a theory ( working hypothesis ), 11 5) involve quantifiable variables that can be tested statistically ( statistical hypothesis ), 11 6) or express a relationship whose interlinks can be verified logically ( logical hypothesis ). 11 We provide examples of simple, complex, directional, non-directional, associative, causal, null, alternative, working, statistical, and logical hypotheses in quantitative research, as well as the definition of quantitative hypothesis-testing research in Table 3 .

Research questions in qualitative research

Unlike research questions in quantitative research, research questions in qualitative research are usually continuously reviewed and reformulated. The central question and associated subquestions are stated more than the hypotheses. 15 The central question broadly explores a complex set of factors surrounding the central phenomenon, aiming to present the varied perspectives of participants. 15

There are varied goals for which qualitative research questions are developed. These questions can function in several ways, such as to 1) identify and describe existing conditions ( contextual research question s); 2) describe a phenomenon ( descriptive research questions ); 3) assess the effectiveness of existing methods, protocols, theories, or procedures ( evaluation research questions ); 4) examine a phenomenon or analyze the reasons or relationships between subjects or phenomena ( explanatory research questions ); or 5) focus on unknown aspects of a particular topic ( exploratory research questions ). 5 In addition, some qualitative research questions provide new ideas for the development of theories and actions ( generative research questions ) or advance specific ideologies of a position ( ideological research questions ). 1 Other qualitative research questions may build on a body of existing literature and become working guidelines ( ethnographic research questions ). Research questions may also be broadly stated without specific reference to the existing literature or a typology of questions ( phenomenological research questions ), may be directed towards generating a theory of some process ( grounded theory questions ), or may address a description of the case and the emerging themes ( qualitative case study questions ). 15 We provide examples of contextual, descriptive, evaluation, explanatory, exploratory, generative, ideological, ethnographic, phenomenological, grounded theory, and qualitative case study research questions in qualitative research in Table 4 , and the definition of qualitative hypothesis-generating research in Table 5 .

Qualitative studies usually pose at least one central research question and several subquestions starting with How or What . These research questions use exploratory verbs such as explore or describe . These also focus on one central phenomenon of interest, and may mention the participants and research site. 15

Hypotheses in qualitative research

Hypotheses in qualitative research are stated in the form of a clear statement concerning the problem to be investigated. Unlike in quantitative research where hypotheses are usually developed to be tested, qualitative research can lead to both hypothesis-testing and hypothesis-generating outcomes. 2 When studies require both quantitative and qualitative research questions, this suggests an integrative process between both research methods wherein a single mixed-methods research question can be developed. 1

FRAMEWORKS FOR DEVELOPING RESEARCH QUESTIONS AND HYPOTHESES

Research questions followed by hypotheses should be developed before the start of the study. 1 , 12 , 14 It is crucial to develop feasible research questions on a topic that is interesting to both the researcher and the scientific community. This can be achieved by a meticulous review of previous and current studies to establish a novel topic. Specific areas are subsequently focused on to generate ethical research questions. The relevance of the research questions is evaluated in terms of clarity of the resulting data, specificity of the methodology, objectivity of the outcome, depth of the research, and impact of the study. 1 , 5 These aspects constitute the FINER criteria (i.e., Feasible, Interesting, Novel, Ethical, and Relevant). 1 Clarity and effectiveness are achieved if research questions meet the FINER criteria. In addition to the FINER criteria, Ratan et al. described focus, complexity, novelty, feasibility, and measurability for evaluating the effectiveness of research questions. 14

The PICOT and PEO frameworks are also used when developing research questions. 1 The following elements are addressed in these frameworks, PICOT: P-population/patients/problem, I-intervention or indicator being studied, C-comparison group, O-outcome of interest, and T-timeframe of the study; PEO: P-population being studied, E-exposure to preexisting conditions, and O-outcome of interest. 1 Research questions are also considered good if these meet the “FINERMAPS” framework: Feasible, Interesting, Novel, Ethical, Relevant, Manageable, Appropriate, Potential value/publishable, and Systematic. 14

As we indicated earlier, research questions and hypotheses that are not carefully formulated result in unethical studies or poor outcomes. To illustrate this, we provide some examples of ambiguous research question and hypotheses that result in unclear and weak research objectives in quantitative research ( Table 6 ) 16 and qualitative research ( Table 7 ) 17 , and how to transform these ambiguous research question(s) and hypothesis(es) into clear and good statements.

a These statements were composed for comparison and illustrative purposes only.

b These statements are direct quotes from Higashihara and Horiuchi. 16

a This statement is a direct quote from Shimoda et al. 17

The other statements were composed for comparison and illustrative purposes only.

CONSTRUCTING RESEARCH QUESTIONS AND HYPOTHESES

To construct effective research questions and hypotheses, it is very important to 1) clarify the background and 2) identify the research problem at the outset of the research, within a specific timeframe. 9 Then, 3) review or conduct preliminary research to collect all available knowledge about the possible research questions by studying theories and previous studies. 18 Afterwards, 4) construct research questions to investigate the research problem. Identify variables to be accessed from the research questions 4 and make operational definitions of constructs from the research problem and questions. Thereafter, 5) construct specific deductive or inductive predictions in the form of hypotheses. 4 Finally, 6) state the study aims . This general flow for constructing effective research questions and hypotheses prior to conducting research is shown in Fig. 1 .

An external file that holds a picture, illustration, etc.
Object name is jkms-37-e121-g001.jpg

Research questions are used more frequently in qualitative research than objectives or hypotheses. 3 These questions seek to discover, understand, explore or describe experiences by asking “What” or “How.” The questions are open-ended to elicit a description rather than to relate variables or compare groups. The questions are continually reviewed, reformulated, and changed during the qualitative study. 3 Research questions are also used more frequently in survey projects than hypotheses in experiments in quantitative research to compare variables and their relationships.

Hypotheses are constructed based on the variables identified and as an if-then statement, following the template, ‘If a specific action is taken, then a certain outcome is expected.’ At this stage, some ideas regarding expectations from the research to be conducted must be drawn. 18 Then, the variables to be manipulated (independent) and influenced (dependent) are defined. 4 Thereafter, the hypothesis is stated and refined, and reproducible data tailored to the hypothesis are identified, collected, and analyzed. 4 The hypotheses must be testable and specific, 18 and should describe the variables and their relationships, the specific group being studied, and the predicted research outcome. 18 Hypotheses construction involves a testable proposition to be deduced from theory, and independent and dependent variables to be separated and measured separately. 3 Therefore, good hypotheses must be based on good research questions constructed at the start of a study or trial. 12

In summary, research questions are constructed after establishing the background of the study. Hypotheses are then developed based on the research questions. Thus, it is crucial to have excellent research questions to generate superior hypotheses. In turn, these would determine the research objectives and the design of the study, and ultimately, the outcome of the research. 12 Algorithms for building research questions and hypotheses are shown in Fig. 2 for quantitative research and in Fig. 3 for qualitative research.

An external file that holds a picture, illustration, etc.
Object name is jkms-37-e121-g002.jpg

EXAMPLES OF RESEARCH QUESTIONS FROM PUBLISHED ARTICLES

  • EXAMPLE 1. Descriptive research question (quantitative research)
  • - Presents research variables to be assessed (distinct phenotypes and subphenotypes)
  • “BACKGROUND: Since COVID-19 was identified, its clinical and biological heterogeneity has been recognized. Identifying COVID-19 phenotypes might help guide basic, clinical, and translational research efforts.
  • RESEARCH QUESTION: Does the clinical spectrum of patients with COVID-19 contain distinct phenotypes and subphenotypes? ” 19
  • EXAMPLE 2. Relationship research question (quantitative research)
  • - Shows interactions between dependent variable (static postural control) and independent variable (peripheral visual field loss)
  • “Background: Integration of visual, vestibular, and proprioceptive sensations contributes to postural control. People with peripheral visual field loss have serious postural instability. However, the directional specificity of postural stability and sensory reweighting caused by gradual peripheral visual field loss remain unclear.
  • Research question: What are the effects of peripheral visual field loss on static postural control ?” 20
  • EXAMPLE 3. Comparative research question (quantitative research)
  • - Clarifies the difference among groups with an outcome variable (patients enrolled in COMPERA with moderate PH or severe PH in COPD) and another group without the outcome variable (patients with idiopathic pulmonary arterial hypertension (IPAH))
  • “BACKGROUND: Pulmonary hypertension (PH) in COPD is a poorly investigated clinical condition.
  • RESEARCH QUESTION: Which factors determine the outcome of PH in COPD?
  • STUDY DESIGN AND METHODS: We analyzed the characteristics and outcome of patients enrolled in the Comparative, Prospective Registry of Newly Initiated Therapies for Pulmonary Hypertension (COMPERA) with moderate or severe PH in COPD as defined during the 6th PH World Symposium who received medical therapy for PH and compared them with patients with idiopathic pulmonary arterial hypertension (IPAH) .” 21
  • EXAMPLE 4. Exploratory research question (qualitative research)
  • - Explores areas that have not been fully investigated (perspectives of families and children who receive care in clinic-based child obesity treatment) to have a deeper understanding of the research problem
  • “Problem: Interventions for children with obesity lead to only modest improvements in BMI and long-term outcomes, and data are limited on the perspectives of families of children with obesity in clinic-based treatment. This scoping review seeks to answer the question: What is known about the perspectives of families and children who receive care in clinic-based child obesity treatment? This review aims to explore the scope of perspectives reported by families of children with obesity who have received individualized outpatient clinic-based obesity treatment.” 22
  • EXAMPLE 5. Relationship research question (quantitative research)
  • - Defines interactions between dependent variable (use of ankle strategies) and independent variable (changes in muscle tone)
  • “Background: To maintain an upright standing posture against external disturbances, the human body mainly employs two types of postural control strategies: “ankle strategy” and “hip strategy.” While it has been reported that the magnitude of the disturbance alters the use of postural control strategies, it has not been elucidated how the level of muscle tone, one of the crucial parameters of bodily function, determines the use of each strategy. We have previously confirmed using forward dynamics simulations of human musculoskeletal models that an increased muscle tone promotes the use of ankle strategies. The objective of the present study was to experimentally evaluate a hypothesis: an increased muscle tone promotes the use of ankle strategies. Research question: Do changes in the muscle tone affect the use of ankle strategies ?” 23

EXAMPLES OF HYPOTHESES IN PUBLISHED ARTICLES

  • EXAMPLE 1. Working hypothesis (quantitative research)
  • - A hypothesis that is initially accepted for further research to produce a feasible theory
  • “As fever may have benefit in shortening the duration of viral illness, it is plausible to hypothesize that the antipyretic efficacy of ibuprofen may be hindering the benefits of a fever response when taken during the early stages of COVID-19 illness .” 24
  • “In conclusion, it is plausible to hypothesize that the antipyretic efficacy of ibuprofen may be hindering the benefits of a fever response . The difference in perceived safety of these agents in COVID-19 illness could be related to the more potent efficacy to reduce fever with ibuprofen compared to acetaminophen. Compelling data on the benefit of fever warrant further research and review to determine when to treat or withhold ibuprofen for early stage fever for COVID-19 and other related viral illnesses .” 24
  • EXAMPLE 2. Exploratory hypothesis (qualitative research)
  • - Explores particular areas deeper to clarify subjective experience and develop a formal hypothesis potentially testable in a future quantitative approach
  • “We hypothesized that when thinking about a past experience of help-seeking, a self distancing prompt would cause increased help-seeking intentions and more favorable help-seeking outcome expectations .” 25
  • “Conclusion
  • Although a priori hypotheses were not supported, further research is warranted as results indicate the potential for using self-distancing approaches to increasing help-seeking among some people with depressive symptomatology.” 25
  • EXAMPLE 3. Hypothesis-generating research to establish a framework for hypothesis testing (qualitative research)
  • “We hypothesize that compassionate care is beneficial for patients (better outcomes), healthcare systems and payers (lower costs), and healthcare providers (lower burnout). ” 26
  • Compassionomics is the branch of knowledge and scientific study of the effects of compassionate healthcare. Our main hypotheses are that compassionate healthcare is beneficial for (1) patients, by improving clinical outcomes, (2) healthcare systems and payers, by supporting financial sustainability, and (3) HCPs, by lowering burnout and promoting resilience and well-being. The purpose of this paper is to establish a scientific framework for testing the hypotheses above . If these hypotheses are confirmed through rigorous research, compassionomics will belong in the science of evidence-based medicine, with major implications for all healthcare domains.” 26
  • EXAMPLE 4. Statistical hypothesis (quantitative research)
  • - An assumption is made about the relationship among several population characteristics ( gender differences in sociodemographic and clinical characteristics of adults with ADHD ). Validity is tested by statistical experiment or analysis ( chi-square test, Students t-test, and logistic regression analysis)
  • “Our research investigated gender differences in sociodemographic and clinical characteristics of adults with ADHD in a Japanese clinical sample. Due to unique Japanese cultural ideals and expectations of women's behavior that are in opposition to ADHD symptoms, we hypothesized that women with ADHD experience more difficulties and present more dysfunctions than men . We tested the following hypotheses: first, women with ADHD have more comorbidities than men with ADHD; second, women with ADHD experience more social hardships than men, such as having less full-time employment and being more likely to be divorced.” 27
  • “Statistical Analysis
  • ( text omitted ) Between-gender comparisons were made using the chi-squared test for categorical variables and Students t-test for continuous variables…( text omitted ). A logistic regression analysis was performed for employment status, marital status, and comorbidity to evaluate the independent effects of gender on these dependent variables.” 27

EXAMPLES OF HYPOTHESIS AS WRITTEN IN PUBLISHED ARTICLES IN RELATION TO OTHER PARTS

  • EXAMPLE 1. Background, hypotheses, and aims are provided
  • “Pregnant women need skilled care during pregnancy and childbirth, but that skilled care is often delayed in some countries …( text omitted ). The focused antenatal care (FANC) model of WHO recommends that nurses provide information or counseling to all pregnant women …( text omitted ). Job aids are visual support materials that provide the right kind of information using graphics and words in a simple and yet effective manner. When nurses are not highly trained or have many work details to attend to, these job aids can serve as a content reminder for the nurses and can be used for educating their patients (Jennings, Yebadokpo, Affo, & Agbogbe, 2010) ( text omitted ). Importantly, additional evidence is needed to confirm how job aids can further improve the quality of ANC counseling by health workers in maternal care …( text omitted )” 28
  • “ This has led us to hypothesize that the quality of ANC counseling would be better if supported by job aids. Consequently, a better quality of ANC counseling is expected to produce higher levels of awareness concerning the danger signs of pregnancy and a more favorable impression of the caring behavior of nurses .” 28
  • “This study aimed to examine the differences in the responses of pregnant women to a job aid-supported intervention during ANC visit in terms of 1) their understanding of the danger signs of pregnancy and 2) their impression of the caring behaviors of nurses to pregnant women in rural Tanzania.” 28
  • EXAMPLE 2. Background, hypotheses, and aims are provided
  • “We conducted a two-arm randomized controlled trial (RCT) to evaluate and compare changes in salivary cortisol and oxytocin levels of first-time pregnant women between experimental and control groups. The women in the experimental group touched and held an infant for 30 min (experimental intervention protocol), whereas those in the control group watched a DVD movie of an infant (control intervention protocol). The primary outcome was salivary cortisol level and the secondary outcome was salivary oxytocin level.” 29
  • “ We hypothesize that at 30 min after touching and holding an infant, the salivary cortisol level will significantly decrease and the salivary oxytocin level will increase in the experimental group compared with the control group .” 29
  • EXAMPLE 3. Background, aim, and hypothesis are provided
  • “In countries where the maternal mortality ratio remains high, antenatal education to increase Birth Preparedness and Complication Readiness (BPCR) is considered one of the top priorities [1]. BPCR includes birth plans during the antenatal period, such as the birthplace, birth attendant, transportation, health facility for complications, expenses, and birth materials, as well as family coordination to achieve such birth plans. In Tanzania, although increasing, only about half of all pregnant women attend an antenatal clinic more than four times [4]. Moreover, the information provided during antenatal care (ANC) is insufficient. In the resource-poor settings, antenatal group education is a potential approach because of the limited time for individual counseling at antenatal clinics.” 30
  • “This study aimed to evaluate an antenatal group education program among pregnant women and their families with respect to birth-preparedness and maternal and infant outcomes in rural villages of Tanzania.” 30
  • “ The study hypothesis was if Tanzanian pregnant women and their families received a family-oriented antenatal group education, they would (1) have a higher level of BPCR, (2) attend antenatal clinic four or more times, (3) give birth in a health facility, (4) have less complications of women at birth, and (5) have less complications and deaths of infants than those who did not receive the education .” 30

Research questions and hypotheses are crucial components to any type of research, whether quantitative or qualitative. These questions should be developed at the very beginning of the study. Excellent research questions lead to superior hypotheses, which, like a compass, set the direction of research, and can often determine the successful conduct of the study. Many research studies have floundered because the development of research questions and subsequent hypotheses was not given the thought and meticulous attention needed. The development of research questions and hypotheses is an iterative process based on extensive knowledge of the literature and insightful grasp of the knowledge gap. Focused, concise, and specific research questions provide a strong foundation for constructing hypotheses which serve as formal predictions about the research outcomes. Research questions and hypotheses are crucial elements of research that should not be overlooked. They should be carefully thought of and constructed when planning research. This avoids unethical studies and poor outcomes by defining well-founded objectives that determine the design, course, and outcome of the study.

Disclosure: The authors have no potential conflicts of interest to disclose.

Author Contributions:

  • Conceptualization: Barroga E, Matanguihan GJ.
  • Methodology: Barroga E, Matanguihan GJ.
  • Writing - original draft: Barroga E, Matanguihan GJ.
  • Writing - review & editing: Barroga E, Matanguihan GJ.
  • Academic Skills
  • Reading, writing and referencing

Research reports

This resource will help you identify the common elements and basic format of a research report.

Research reports generally follow a similar structure and have common elements, each with a particular purpose. Learn more about each of these elements below.

Common elements of reports

Your title should be brief, topic-specific, and informative, clearly indicating the purpose and scope of your study. Include key words in your title so that search engines can easily access your work. For example:  Measurement of water around Station Pier.

An abstract is a concise summary that helps readers to quickly assess the content and direction of your paper. It should be brief, written in a single paragraph and cover: the scope and purpose of your report; an overview of methodology; a summary of the main findings or results; principal conclusions or significance of the findings; and recommendations made.

The information in the abstract must be presented in the same order as it is in your report. The abstract is usually written last when you have developed your arguments and synthesised the results.

The introduction creates the context for your research. It should provide sufficient background to allow the reader to understand and evaluate your study without needing to refer to previous publications. After reading the introduction your reader should understand exactly what your research is about, what you plan to do, why you are undertaking this research and which methods you have used. Introductions generally include:

  • The rationale for the present study. Why are you interested in this topic? Why is this topic worth investigating?
  • Key terms and definitions.
  • An outline of the research questions and hypotheses; the assumptions or propositions that your research will test.

Not all research reports have a separate literature review section. In shorter research reports, the review is usually part of the Introduction.

A literature review is a critical survey of recent relevant research in a particular field. The review should be a selection of carefully organised, focused and relevant literature that develops a narrative ‘story’ about your topic. Your review should answer key questions about the literature:

  • What is the current state of knowledge on the topic?
  • What differences in approaches / methodologies are there?
  • Where are the strengths and weaknesses of the research?
  • What further research is needed? The review may identify a gap in the literature which provides a rationale for your study and supports your research questions and methodology.

The review is not just a summary of all you have read. Rather, it must develop an argument or a point of view that supports your chosen methodology and research questions.

The purpose of this section is to detail how you conducted your research so that others can understand and replicate your approach.

You need to briefly describe the subjects (if appropriate), any equipment or materials used and the approach taken. If the research method or method of data analysis is commonly used within your field of study, then simply reference the procedure. If, however, your methods are new or controversial then you need to describe them in more detail and provide a rationale for your approach. The methodology is written in the past tense and should be as concise as possible.

This section is a concise, factual summary of your findings, listed under headings appropriate to your research questions. It’s common to use tables and graphics. Raw data or details about the method of statistical analysis used should be included in the Appendices.

Present your results in a consistent manner. For example, if you present the first group of results as percentages, it will be confusing for the reader and difficult to make comparisons of data if later results are presented as fractions or as decimal values.

In general, you won’t discuss your results here. Any analysis of your results usually occurs in the Discussion section.

Notes on visual data representation:

  • Graphs and tables may be used to reveal trends in your data, but they must be explained and referred to in adjacent accompanying text.
  • Figures and tables do not simply repeat information given in the text: they summarise, amplify or complement it.
  • Graphs are always referred to as ‘Figures’, and both axes must be clearly labelled.
  • Tables must be numbered, and they must be able to stand-alone or make sense without your reader needing to read all of the accompanying text.

The Discussion responds to the hypothesis or research question. This section is where you interpret your results, account for your findings and explain their significance within the context of other research. Consider the adequacy of your sampling techniques, the scope and long-term implications of your study, any problems with data collection or analysis and any assumptions on which your study was based. This is also the place to discuss any disappointing results and address limitations.

Checklist for the discussion

  • To what extent was each hypothesis supported?
  • To what extent are your findings validated or supported by other research?
  • Were there unexpected variables that affected your results?
  • On reflection, was your research method appropriate?
  • Can you account for any differences between your results and other studies?

Conclusions in research reports are generally fairly short and should follow on naturally from points raised in the Discussion. In this section you should discuss the significance of your findings. To what extent and in what ways are your findings useful or conclusive? Is further research required? If so, based on your research experience, what suggestions could you make about improvements to the scope or methodology of future studies?

Also, consider the practical implications of your results and any recommendations you could make. For example, if your research is on reading strategies in the primary school classroom, what are the implications of your results for the classroom teacher? What recommendations could you make for teachers?

A Reference List contains all the resources you have cited in your work, while a Bibliography is a wider list containing all the resources you have consulted (but not necessarily cited) in the preparation of your work. It is important to check which of these is required, and the preferred format, style of references and presentation requirements of your own department.

Appendices (singular ‘Appendix’) provide supporting material to your project. Examples of such materials include:

  • Relevant letters to participants and organisations (e.g. regarding the ethics or conduct of the project).
  • Background reports.
  • Detailed calculations.

Different types of data are presented in separate appendices. Each appendix must be titled, labelled with a number or letter, and referred to in the body of the report.

Appendices are placed at the end of a report, and the contents are generally not included in the word count.

Fi nal ti p

While there are many common elements to research reports, it’s always best to double check the exact requirements for your task. You may find that you don’t need some sections, can combine others or have specific requirements about referencing, formatting or word limits.

Two people looking over study materials

Looking for one-on-one advice?

Get tailored advice from an Academic Skills Adviser by booking an Individual appointment, or get quick feedback from one of our Academic Writing Mentors via email through our Writing advice service.

Go to Student appointments

  • Research Report: Definition, Types + [Writing Guide]

busayo.longe

One of the reasons for carrying out research is to add to the existing body of knowledge. Therefore, when conducting research, you need to document your processes and findings in a research report. 

With a research report, it is easy to outline the findings of your systematic investigation and any gaps needing further inquiry. Knowing how to create a detailed research report will prove useful when you need to conduct research.  

What is a Research Report?

A research report is a well-crafted document that outlines the processes, data, and findings of a systematic investigation. It is an important document that serves as a first-hand account of the research process, and it is typically considered an objective and accurate source of information.

In many ways, a research report can be considered as a summary of the research process that clearly highlights findings, recommendations, and other important details. Reading a well-written research report should provide you with all the information you need about the core areas of the research process.

Features of a Research Report 

So how do you recognize a research report when you see one? Here are some of the basic features that define a research report. 

  • It is a detailed presentation of research processes and findings, and it usually includes tables and graphs. 
  • It is written in a formal language.
  • A research report is usually written in the third person.
  • It is informative and based on first-hand verifiable information.
  • It is formally structured with headings, sections, and bullet points.
  • It always includes recommendations for future actions. 

Types of Research Report 

The research report is classified based on two things; nature of research and target audience.

Nature of Research

  • Qualitative Research Report

This is the type of report written for qualitative research . It outlines the methods, processes, and findings of a qualitative method of systematic investigation. In educational research, a qualitative research report provides an opportunity for one to apply his or her knowledge and develop skills in planning and executing qualitative research projects.

A qualitative research report is usually descriptive in nature. Hence, in addition to presenting details of the research process, you must also create a descriptive narrative of the information.

  • Quantitative Research Report

A quantitative research report is a type of research report that is written for quantitative research. Quantitative research is a type of systematic investigation that pays attention to numerical or statistical values in a bid to find answers to research questions. 

In this type of research report, the researcher presents quantitative data to support the research process and findings. Unlike a qualitative research report that is mainly descriptive, a quantitative research report works with numbers; that is, it is numerical in nature. 

Target Audience

Also, a research report can be said to be technical or popular based on the target audience. If you’re dealing with a general audience, you would need to present a popular research report, and if you’re dealing with a specialized audience, you would submit a technical report. 

  • Technical Research Report

A technical research report is a detailed document that you present after carrying out industry-based research. This report is highly specialized because it provides information for a technical audience; that is, individuals with above-average knowledge in the field of study. 

In a technical research report, the researcher is expected to provide specific information about the research process, including statistical analyses and sampling methods. Also, the use of language is highly specialized and filled with jargon. 

Examples of technical research reports include legal and medical research reports. 

  • Popular Research Report

A popular research report is one for a general audience; that is, for individuals who do not necessarily have any knowledge in the field of study. A popular research report aims to make information accessible to everyone. 

It is written in very simple language, which makes it easy to understand the findings and recommendations. Examples of popular research reports are the information contained in newspapers and magazines. 

Importance of a Research Report 

  • Knowledge Transfer: As already stated above, one of the reasons for carrying out research is to contribute to the existing body of knowledge, and this is made possible with a research report. A research report serves as a means to effectively communicate the findings of a systematic investigation to all and sundry.  
  • Identification of Knowledge Gaps: With a research report, you’d be able to identify knowledge gaps for further inquiry. A research report shows what has been done while hinting at other areas needing systematic investigation. 
  • In market research, a research report would help you understand the market needs and peculiarities at a glance. 
  • A research report allows you to present information in a precise and concise manner. 
  • It is time-efficient and practical because, in a research report, you do not have to spend time detailing the findings of your research work in person. You can easily send out the report via email and have stakeholders look at it. 

Guide to Writing a Research Report

A lot of detail goes into writing a research report, and getting familiar with the different requirements would help you create the ideal research report. A research report is usually broken down into multiple sections, which allows for a concise presentation of information.

Structure and Example of a Research Report

This is the title of your systematic investigation. Your title should be concise and point to the aims, objectives, and findings of a research report. 

  • Table of Contents

This is like a compass that makes it easier for readers to navigate the research report.

An abstract is an overview that highlights all important aspects of the research including the research method, data collection process, and research findings. Think of an abstract as a summary of your research report that presents pertinent information in a concise manner. 

An abstract is always brief; typically 100-150 words and goes straight to the point. The focus of your research abstract should be the 5Ws and 1H format – What, Where, Why, When, Who and How. 

  • Introduction

Here, the researcher highlights the aims and objectives of the systematic investigation as well as the problem which the systematic investigation sets out to solve. When writing the report introduction, it is also essential to indicate whether the purposes of the research were achieved or would require more work.

In the introduction section, the researcher specifies the research problem and also outlines the significance of the systematic investigation. Also, the researcher is expected to outline any jargons and terminologies that are contained in the research.  

  • Literature Review

A literature review is a written survey of existing knowledge in the field of study. In other words, it is the section where you provide an overview and analysis of different research works that are relevant to your systematic investigation. 

It highlights existing research knowledge and areas needing further investigation, which your research has sought to fill. At this stage, you can also hint at your research hypothesis and its possible implications for the existing body of knowledge in your field of study. 

  • An Account of Investigation

This is a detailed account of the research process, including the methodology, sample, and research subjects. Here, you are expected to provide in-depth information on the research process including the data collection and analysis procedures. 

In a quantitative research report, you’d need to provide information surveys, questionnaires and other quantitative data collection methods used in your research. In a qualitative research report, you are expected to describe the qualitative data collection methods used in your research including interviews and focus groups. 

In this section, you are expected to present the results of the systematic investigation. 

This section further explains the findings of the research, earlier outlined. Here, you are expected to present a justification for each outcome and show whether the results are in line with your hypotheses or if other research studies have come up with similar results.

  • Conclusions

This is a summary of all the information in the report. It also outlines the significance of the entire study. 

  • References and Appendices

This section contains a list of all the primary and secondary research sources. 

Tips for Writing a Research Report

  • Define the Context for the Report

As is obtainable when writing an essay, defining the context for your research report would help you create a detailed yet concise document. This is why you need to create an outline before writing so that you do not miss out on anything. 

  • Define your Audience

Writing with your audience in mind is essential as it determines the tone of the report. If you’re writing for a general audience, you would want to present the information in a simple and relatable manner. For a specialized audience, you would need to make use of technical and field-specific terms. 

  • Include Significant Findings

The idea of a research report is to present some sort of abridged version of your systematic investigation. In your report, you should exclude irrelevant information while highlighting only important data and findings. 

  • Include Illustrations

Your research report should include illustrations and other visual representations of your data. Graphs, pie charts, and relevant images lend additional credibility to your systematic investigation.

  • Choose the Right Title

A good research report title is brief, precise, and contains keywords from your research. It should provide a clear idea of your systematic investigation so that readers can grasp the entire focus of your research from the title. 

  • Proofread the Report

Before publishing the document, ensure that you give it a second look to authenticate the information. If you can, get someone else to go through the report, too, and you can also run it through proofreading and editing software. 

How to Gather Research Data for Your Report  

  • Understand the Problem

Every research aims at solving a specific problem or set of problems, and this should be at the back of your mind when writing your research report. Understanding the problem would help you to filter the information you have and include only important data in your report. 

  • Know what your report seeks to achieve

This is somewhat similar to the point above because, in some way, the aim of your research report is intertwined with the objectives of your systematic investigation. Identifying the primary purpose of writing a research report would help you to identify and present the required information accordingly. 

  • Identify your audience

Knowing your target audience plays a crucial role in data collection for a research report. If your research report is specifically for an organization, you would want to present industry-specific information or show how the research findings are relevant to the work that the company does. 

  • Create Surveys/Questionnaires

A survey is a research method that is used to gather data from a specific group of people through a set of questions. It can be either quantitative or qualitative. 

A survey is usually made up of structured questions, and it can be administered online or offline. However, an online survey is a more effective method of research data collection because it helps you save time and gather data with ease. 

You can seamlessly create an online questionnaire for your research on Formplus . With the multiple sharing options available in the builder, you would be able to administer your survey to respondents in little or no time. 

Formplus also has a report summary too l that you can use to create custom visual reports for your research.

Step-by-step guide on how to create an online questionnaire using Formplus  

  • Sign into Formplus

In the Formplus builder, you can easily create different online questionnaires for your research by dragging and dropping preferred fields into your form. To access the Formplus builder, you will need to create an account on Formplus. 

Once you do this, sign in to your account and click on Create new form to begin. 

  • Edit Form Title : Click on the field provided to input your form title, for example, “Research Questionnaire.”
  • Edit Form : Click on the edit icon to edit the form.
  • Add Fields : Drag and drop preferred form fields into your form in the Formplus builder inputs column. There are several field input options for questionnaires in the Formplus builder. 
  • Edit fields
  • Click on “Save”
  • Form Customization: With the form customization options in the form builder, you can easily change the outlook of your form and make it more unique and personalized. Formplus allows you to change your form theme, add background images, and even change the font according to your needs. 
  • Multiple Sharing Options: Formplus offers various form-sharing options, which enables you to share your questionnaire with respondents easily. You can use the direct social media sharing buttons to share your form link to your organization’s social media pages.  You can also send out your survey form as email invitations to your research subjects too. If you wish, you can share your form’s QR code or embed it on your organization’s website for easy access. 

Conclusion  

Always remember that a research report is just as important as the actual systematic investigation because it plays a vital role in communicating research findings to everyone else. This is why you must take care to create a concise document summarizing the process of conducting any research. 

In this article, we’ve outlined essential tips to help you create a research report. When writing your report, you should always have the audience at the back of your mind, as this would set the tone for the document. 

Logo

Connect to Formplus, Get Started Now - It's Free!

  • ethnographic research survey
  • research report
  • research report survey
  • busayo.longe

Formplus

You may also like:

21 Chrome Extensions for Academic Researchers in 2022

In this article, we will discuss a number of chrome extensions you can use to make your research process even seamless

research method report

How to Write a Problem Statement for your Research

Learn how to write problem statements before commencing any research effort. Learn about its structure and explore examples

Ethnographic Research: Types, Methods + [Question Examples]

Simple guide on ethnographic research, it types, methods, examples and advantages. Also highlights how to conduct an ethnographic...

Assessment Tools: Types, Examples & Importance

In this article, you’ll learn about different assessment tools to help you evaluate performance in various contexts

Formplus - For Seamless Data Collection

Collect data the right way with a versatile data collection tool. try formplus and transform your work productivity today..

Research methods & reporting

Quantifying possible bias in clinical and epidemiological studies with quantitative bias analysis: common approaches and limitations, assessing robustness to worst case publication bias using a simple subset meta-analysis, regression discontinuity design studies: a guide for health researchers, process guide for inferential studies using healthcare data from routine clinical practice to evaluate causal effects of drugs, updated recommendations for the cochrane rapid review methods guidance for rapid reviews of effectiveness, avoiding conflicts of interest and reputational risks associated with population research on food and nutrition, the estimands framework: a primer on the ich e9(r1) addendum, evaluation of clinical prediction models (part 3): calculating the sample size required for an external validation study, evaluation of clinical prediction models (part 2): how to undertake an external validation study, evaluation of clinical prediction models (part 1): from development to external validation, emulation of a target trial using electronic health records and a nested case-control design, rob-me: a tool for assessing risk of bias due to missing evidence in systematic reviews with meta-analysis, enhancing reporting quality and impact of early phase dose-finding clinical trials: consort dose-finding extension (consort-define) guidance, enhancing quality and impact of early phase dose-finding clinical trial protocols: spirit dose-finding extension (spirit-define) guidance, understanding how health interventions or exposures produce their effects using mediation analysis, a guide and pragmatic considerations for applying grade to network meta-analysis, a framework for assessing selection and misclassification bias in mendelian randomisation studies: an illustrative example between bmi and covid-19, practical thematic analysis: a guide for multidisciplinary health services research teams engaging in qualitative analysis, selection bias due to conditioning on a collider, the imprinting effect of covid-19 vaccines: an expected selection bias in observational studies, a step-by-step approach for selecting an optimal minimal important difference, recommendations for the development, implementation, and reporting of control interventions in trials of self-management therapies, methods for deriving risk difference (absolute risk reduction) from a meta-analysis, transparent reporting of multivariable prediction models for individual prognosis or diagnosis: checklist for systematic reviews and meta-analyses, consort harms 2022 statement, explanation, and elaboration: updated guideline for the reporting of harms in randomised trials, transparent reporting of multivariable prediction models: : explanation and elaboration, transparent reporting of multivariable prediction models: tripod-cluster checklist, bias by censoring for competing events in survival analysis, code-ehr best practice framework for the use of structured electronic healthcare records in clinical research, validation of prediction models in the presence of competing risks, reporting guideline for the early stage clinical evaluation of decision support systems driven by artificial intelligence, searching clinical trials registers: guide for systematic reviewers, how to design high quality acupuncture trials—a consensus informed by evidence, early phase clinical trials extension to guidelines for the content of statistical analysis plans, incorporating dose effects in network meta-analysis, consolidated health economic evaluation reporting standards 2022 statement, strengthening the reporting of observational studies in epidemiology using mendelian randomisation (strobe-mr): explanation and elaboration, a new framework for developing and evaluating complex interventions, adapting interventions to new contexts—the adapt guidance, recommendations for including or reviewing patient reported outcome endpoints in grant applications, consort extension for the reporting of randomised controlled trials conducted using cohorts and routinely collected data (consort-routine): checklist with explanation and elaboration, consort extension for the reporting of randomised controlled trials conducted using cohorts and routinely collected data, guidance for the design and reporting of studies evaluating the clinical performance of tests for present or past sars-cov-2 infection, the prisma 2020 statement: an updated guideline for reporting systematic reviews, prisma 2020 explanation and elaboration: updated guidance and exemplars for reporting systematic reviews, preferred reporting items for journal and conference abstracts of systematic reviews and meta-analyses of diagnostic test accuracy studies (prisma-dta for abstracts): checklist, explanation, and elaboration, designing and undertaking randomised implementation trials: guide for researchers, start-rwe: structured template for planning and reporting on the implementation of real world evidence studies, methodological standards for qualitative and mixed methods patient centered outcomes research, grade approach to drawing conclusions from a network meta-analysis using a minimally contextualised framework, grade approach to drawing conclusions from a network meta-analysis using a partially contextualised framework, use of multiple period, cluster randomised, crossover trial designs for comparative effectiveness research, when to replicate systematic reviews of interventions: consensus checklist, reporting guidelines for clinical trial reports for interventions involving artificial intelligence: the consort-ai extension, guidelines for clinical trial protocols for interventions involving artificial intelligence: the spirit-ai extension, preferred reporting items for systematic review and meta-analysis of diagnostic test accuracy studies (prisma-dta): explanation, elaboration, and checklist, non-adherence in non-inferiority trials: pitfalls and recommendations, the adaptive designs consort extension (ace) statement: a checklist with explanation and elaboration guideline for reporting randomised trials that use an adaptive design, machine learning and artificial intelligence research for patient benefit: 20 critical questions on transparency, replicability, ethics, and effectiveness, calculating the sample size required for developing a clinical prediction model, spirit extension and elaboration for n-of-1 trials: spent 2019 checklist, synthesis without meta-analysis (swim) in systematic reviews: reporting guideline, alternative approaches for confounding adjustment in observational studies using weighting based on the propensity score: a primer for practitioners, a guide to prospective meta-analysis, rob 2: a revised tool for assessing risk of bias in randomised trials, consort 2010 statement: extension to randomised crossover trials, when and how to use data from randomised trials to develop or validate prognostic models, guide to presenting clinical prediction models for use in clinical settings, a guide to systematic review and meta-analysis of prognostic factor studies, when continuous outcomes are measured using different scales: guide for meta-analysis and interpretation, the reporting of studies conducted using observational routinely collected health data statement for pharmacoepidemiology (record-pe), reporting of stepped wedge cluster randomised trials: extension of the consort 2010 statement with explanation and elaboration, delta,2, guidance on choosing the target difference and undertaking and reporting the sample size calculation for a randomised controlled trial, outcome reporting bias in trials: a methodological approach for assessment and adjustment in systematic reviews, reading mendelian randomisation studies: a guide, glossary, and checklist for clinicians, how to use fda drug approval documents for evidence syntheses, how to avoid common problems when using clinicaltrials.gov in research: 10 issues to consider, tidier-php: a reporting guideline for population health and policy interventions, analysis of cluster randomised trials with an assessment of outcome at baseline, key design considerations for adaptive clinical trials: a primer for clinicians, population attributable fraction, how to estimate the effect of treatment duration on survival outcomes using observational data, concerns about composite reference standards in diagnostic research, statistical methods to compare functional outcomes in randomized controlled trials with high mortality, consort-equity 2017 extension and elaboration for better reporting of health equity in randomised trials, handling time varying confounding in observational research, four study design principles for genetic investigations using next generation sequencing, amstar 2: a critical appraisal tool for systematic reviews that include randomised or non-randomised studies of healthcare interventions, or both, multivariate and network meta-analysis of multiple outcomes and multiple treatments: rationale, concepts, and examples, stard for abstracts: essential items for reporting diagnostic accuracy studies in journal or conference abstracts, statistics notes: percentage differences, symmetry, and natural logarithms, statistics notes: what is a percentage difference, gripp2 reporting checklists: tools to improve reporting of patient and public involvement in research, enhancing the usability of systematic reviews by improving the consideration and description of interventions, how to design efficient cluster randomised trials, consort 2010 statement: extension checklist for reporting within person randomised trials, life expectancy difference and life expectancy ratio: two measures of treatment effects in randomised trials with non-proportional hazards, standards for reporting implementation studies (stari) statement, meta-analytical methods to identify who benefits most from treatments: daft, deluded, or deft approach, follow us on, content links.

  • Collections
  • Health in South Asia
  • Women’s, children’s & adolescents’ health
  • News and views
  • BMJ Opinion
  • Rapid responses
  • Editorial staff
  • BMJ in the USA
  • BMJ in South Asia
  • Submit your paper
  • BMA members
  • Subscribers
  • Advertisers and sponsors

Explore BMJ

  • Our company
  • BMJ Careers
  • BMJ Learning
  • BMJ Masterclasses
  • BMJ Journals
  • BMJ Student
  • Academic edition of The BMJ
  • BMJ Best Practice
  • The BMJ Awards
  • Email alerts
  • Activate subscription

Information

Research report guide: Definition, types, and tips

Last updated

5 March 2024

Reviewed by

From successful product launches or software releases to planning major business decisions, research reports serve many vital functions. They can summarize evidence and deliver insights and recommendations to save companies time and resources. They can reveal the most value-adding actions a company should take.

However, poorly constructed reports can have the opposite effect! Taking the time to learn established research-reporting rules and approaches will equip you with in-demand skills. You’ll be able to capture and communicate information applicable to numerous situations and industries, adding another string to your resume bow.

  • What are research reports?

A research report is a collection of contextual data, gathered through organized research, that provides new insights into a particular challenge (which, for this article, is business-related). Research reports are a time-tested method for distilling large amounts of data into a narrow band of focus.

Their effectiveness often hinges on whether the report provides:

Strong, well-researched evidence

Comprehensive analysis

Well-considered conclusions and recommendations

Though the topic possibilities are endless, an effective research report keeps a laser-like focus on the specific questions or objectives the researcher believes are key to achieving success. Many research reports begin as research proposals, which usually include the need for a report to capture the findings of the study and recommend a course of action.

A description of the research method used, e.g., qualitative, quantitative, or other

Statistical analysis

Causal (or explanatory) research (i.e., research identifying relationships between two variables)

Inductive research, also known as ‘theory-building’

Deductive research, such as that used to test theories

Action research, where the research is actively used to drive change

  • Importance of a research report

Research reports can unify and direct a company's focus toward the most appropriate strategic action. Of course, spending resources on a report takes up some of the company's human and financial resources. Choosing when a report is called for is a matter of judgment and experience.

Some development models used heavily in the engineering world, such as Waterfall development, are notorious for over-relying on research reports. With Waterfall development, there is a linear progression through each step of a project, and each stage is precisely documented and reported on before moving to the next.

The pace of the business world is faster than the speed at which your authors can produce and disseminate reports. So how do companies strike the right balance between creating and acting on research reports?

The answer lies, again, in the report's defined objectives. By paring down your most pressing interests and those of your stakeholders, your research and reporting skills will be the lenses that keep your company's priorities in constant focus.

Honing your company's primary objectives can save significant amounts of time and align research and reporting efforts with ever-greater precision.

Some examples of well-designed research objectives are:

Proving whether or not a product or service meets customer expectations

Demonstrating the value of a service, product, or business process to your stakeholders and investors

Improving business decision-making when faced with a lack of time or other constraints

Clarifying the relationship between a critical cause and effect for problematic business processes

Prioritizing the development of a backlog of products or product features

Comparing business or production strategies

Evaluating past decisions and predicting future outcomes

  • Features of a research report

Research reports generally require a research design phase, where the report author(s) determine the most important elements the report must contain.

Just as there are various kinds of research, there are many types of reports.

Here are the standard elements of almost any research-reporting format:

Report summary. A broad but comprehensive overview of what readers will learn in the full report. Summaries are usually no more than one or two paragraphs and address all key elements of the report. Think of the key takeaways your primary stakeholders will want to know if they don’t have time to read the full document.

Introduction. Include a brief background of the topic, the type of research, and the research sample. Consider the primary goal of the report, who is most affected, and how far along the company is in meeting its objectives.

Methods. A description of how the researcher carried out data collection, analysis, and final interpretations of the data. Include the reasons for choosing a particular method. The methods section should strike a balance between clearly presenting the approach taken to gather data and discussing how it is designed to achieve the report's objectives.

Data analysis. This section contains interpretations that lead readers through the results relevant to the report's thesis. If there were unexpected results, include here a discussion on why that might be. Charts, calculations, statistics, and other supporting information also belong here (or, if lengthy, as an appendix). This should be the most detailed section of the research report, with references for further study. Present the information in a logical order, whether chronologically or in order of importance to the report's objectives.

Conclusion. This should be written with sound reasoning, often containing useful recommendations. The conclusion must be backed by a continuous thread of logic throughout the report.

  • How to write a research paper

With a clear outline and robust pool of research, a research paper can start to write itself, but what's a good way to start a research report?

Research report examples are often the quickest way to gain inspiration for your report. Look for the types of research reports most relevant to your industry and consider which makes the most sense for your data and goals.

The research report outline will help you organize the elements of your report. One of the most time-tested report outlines is the IMRaD structure:

Introduction

...and Discussion

Pay close attention to the most well-established research reporting format in your industry, and consider your tone and language from your audience's perspective. Learn the key terms inside and out; incorrect jargon could easily harm the perceived authority of your research paper.

Along with a foundation in high-quality research and razor-sharp analysis, the most effective research reports will also demonstrate well-developed:

Internal logic

Narrative flow

Conclusions and recommendations

Readability, striking a balance between simple phrasing and technical insight

How to gather research data for your report

The validity of research data is critical. Because the research phase usually occurs well before the writing phase, you normally have plenty of time to vet your data.

However, research reports could involve ongoing research, where report authors (sometimes the researchers themselves) write portions of the report alongside ongoing research.

One such research-report example would be an R&D department that knows its primary stakeholders are eager to learn about a lengthy work in progress and any potentially important outcomes.

However you choose to manage the research and reporting, your data must meet robust quality standards before you can rely on it. Vet any research with the following questions in mind:

Does it use statistically valid analysis methods?

Do the researchers clearly explain their research, analysis, and sampling methods?

Did the researchers provide any caveats or advice on how to interpret their data?

Have you gathered the data yourself or were you in close contact with those who did?

Is the source biased?

Usually, flawed research methods become more apparent the further you get through a research report.

It's perfectly natural for good research to raise new questions, but the reader should have no uncertainty about what the data represents. There should be no doubt about matters such as:

Whether the sampling or analysis methods were based on sound and consistent logic

What the research samples are and where they came from

The accuracy of any statistical functions or equations

Validation of testing and measuring processes

When does a report require design validation?

A robust design validation process is often a gold standard in highly technical research reports. Design validation ensures the objects of a study are measured accurately, which lends more weight to your report and makes it valuable to more specialized industries.

Product development and engineering projects are the most common research-report examples that typically involve a design validation process. Depending on the scope and complexity of your research, you might face additional steps to validate your data and research procedures.

If you’re including design validation in the report (or report proposal), explain and justify your data-collection processes. Good design validation builds greater trust in a research report and lends more weight to its conclusions.

Choosing the right analysis method

Just as the quality of your report depends on properly validated research, a useful conclusion requires the most contextually relevant analysis method. This means comparing different statistical methods and choosing the one that makes the most sense for your research.

Most broadly, research analysis comes down to quantitative or qualitative methods (respectively: measurable by a number vs subjectively qualified values). There are also mixed research methods, which bridge the need for merging hard data with qualified assessments and still reach a cohesive set of conclusions.

Some of the most common analysis methods in research reports include:

Significance testing (aka hypothesis analysis), which compares test and control groups to determine how likely the data was the result of random chance.

Regression analysis , to establish relationships between variables, control for extraneous variables , and support correlation analysis.

Correlation analysis (aka bivariate testing), a method to identify and determine the strength of linear relationships between variables. It’s effective for detecting patterns from complex data, but care must be exercised to not confuse correlation with causation.

With any analysis method, it's important to justify which method you chose in the report. You should also provide estimates of the statistical accuracy (e.g., the p-value or confidence level of quantifiable data) of any data analysis.

This requires a commitment to the report's primary aim. For instance, this may be achieving a certain level of customer satisfaction by analyzing the cause and effect of changes to how service is delivered. Even better, use statistical analysis to calculate which change is most positively correlated with improved levels of customer satisfaction.

  • Tips for writing research reports

There's endless good advice for writing effective research reports, and it almost all depends on the subjective aims of the people behind the report. Due to the wide variety of research reports, the best tips will be unique to each author's purpose.

Consider the following research report tips in any order, and take note of the ones most relevant to you:

No matter how in depth or detailed your report might be, provide a well-considered, succinct summary. At the very least, give your readers a quick and effective way to get up to speed.

Pare down your target audience (e.g., other researchers, employees, laypersons, etc.), and adjust your voice for their background knowledge and interest levels

For all but the most open-ended research, clarify your objectives, both for yourself and within the report.

Leverage your team members’ talents to fill in any knowledge gaps you might have. Your team is only as good as the sum of its parts.

Justify why your research proposal’s topic will endure long enough to derive value from the finished report.

Consolidate all research and analysis functions onto a single user-friendly platform. There's no reason to settle for less than developer-grade tools suitable for non-developers.

What's the format of a research report?

The research-reporting format is how the report is structured—a framework the authors use to organize their data, conclusions, arguments, and recommendations. The format heavily determines how the report's outline develops, because the format dictates the overall structure and order of information (based on the report's goals and research objectives).

What's the purpose of a research-report outline?

A good report outline gives form and substance to the report's objectives, presenting the results in a readable, engaging way. For any research-report format, the outline should create momentum along a chain of logic that builds up to a conclusion or interpretation.

What's the difference between a research essay and a research report?

There are several key differences between research reports and essays:

Research report:

Ordered into separate sections

More commercial in nature

Often includes infographics

Heavily descriptive

More self-referential

Usually provides recommendations

Research essay

Does not rely on research report formatting

More academically minded

Normally text-only

Less detailed

Omits discussion of methods

Usually non-prescriptive 

Get started today

Go from raw data to valuable insights with a flexible research platform

Editor’s picks

Last updated: 21 December 2023

Last updated: 16 December 2023

Last updated: 6 October 2023

Last updated: 5 March 2024

Last updated: 25 November 2023

Last updated: 15 February 2024

Last updated: 11 March 2024

Last updated: 12 December 2023

Last updated: 6 March 2024

Last updated: 10 April 2023

Last updated: 20 December 2023

Latest articles

Related topics, log in or sign up.

Get started for free

  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • QuestionPro

survey software icon

  • Solutions Industries Gaming Automotive Sports and events Education Government Travel & Hospitality Financial Services Healthcare Cannabis Technology Use Case NPS+ Communities Audience Contactless surveys Mobile LivePolls Member Experience GDPR Positive People Science 360 Feedback Surveys
  • Resources Blog eBooks Survey Templates Case Studies Training Help center

research method report

Home Market Research

Research Reports: Definition and How to Write Them

Research Reports

Reports are usually spread across a vast horizon of topics but are focused on communicating information about a particular topic and a niche target market. The primary motive of research reports is to convey integral details about a study for marketers to consider while designing new strategies.

Certain events, facts, and other information based on incidents need to be relayed to the people in charge, and creating research reports is the most effective communication tool. Ideal research reports are extremely accurate in the offered information with a clear objective and conclusion. These reports should have a clean and structured format to relay information effectively.

What are Research Reports?

Research reports are recorded data prepared by researchers or statisticians after analyzing the information gathered by conducting organized research, typically in the form of surveys or qualitative methods .

A research report is a reliable source to recount details about a conducted research. It is most often considered to be a true testimony of all the work done to garner specificities of research.

The various sections of a research report are:

  • Background/Introduction
  • Implemented Methods
  • Results based on Analysis
  • Deliberation

Learn more: Quantitative Research

Components of Research Reports

Research is imperative for launching a new product/service or a new feature. The markets today are extremely volatile and competitive due to new entrants every day who may or may not provide effective products. An organization needs to make the right decisions at the right time to be relevant in such a market with updated products that suffice customer demands.

The details of a research report may change with the purpose of research but the main components of a report will remain constant. The research approach of the market researcher also influences the style of writing reports. Here are seven main components of a productive research report:

  • Research Report Summary: The entire objective along with the overview of research are to be included in a summary which is a couple of paragraphs in length. All the multiple components of the research are explained in brief under the report summary.  It should be interesting enough to capture all the key elements of the report.
  • Research Introduction: There always is a primary goal that the researcher is trying to achieve through a report. In the introduction section, he/she can cover answers related to this goal and establish a thesis which will be included to strive and answer it in detail.  This section should answer an integral question: “What is the current situation of the goal?”.  After the research design was conducted, did the organization conclude the goal successfully or they are still a work in progress –  provide such details in the introduction part of the research report.
  • Research Methodology: This is the most important section of the report where all the important information lies. The readers can gain data for the topic along with analyzing the quality of provided content and the research can also be approved by other market researchers . Thus, this section needs to be highly informative with each aspect of research discussed in detail.  Information needs to be expressed in chronological order according to its priority and importance. Researchers should include references in case they gained information from existing techniques.
  • Research Results: A short description of the results along with calculations conducted to achieve the goal will form this section of results. Usually, the exposition after data analysis is carried out in the discussion part of the report.

Learn more: Quantitative Data

  • Research Discussion: The results are discussed in extreme detail in this section along with a comparative analysis of reports that could probably exist in the same domain. Any abnormality uncovered during research will be deliberated in the discussion section.  While writing research reports, the researcher will have to connect the dots on how the results will be applicable in the real world.
  • Research References and Conclusion: Conclude all the research findings along with mentioning each and every author, article or any content piece from where references were taken.

Learn more: Qualitative Observation

15 Tips for Writing Research Reports

Writing research reports in the manner can lead to all the efforts going down the drain. Here are 15 tips for writing impactful research reports:

  • Prepare the context before starting to write and start from the basics:  This was always taught to us in school – be well-prepared before taking a plunge into new topics. The order of survey questions might not be the ideal or most effective order for writing research reports. The idea is to start with a broader topic and work towards a more specific one and focus on a conclusion or support, which a research should support with the facts.  The most difficult thing to do in reporting, without a doubt is to start. Start with the title, the introduction, then document the first discoveries and continue from that. Once the marketers have the information well documented, they can write a general conclusion.
  • Keep the target audience in mind while selecting a format that is clear, logical and obvious to them:  Will the research reports be presented to decision makers or other researchers? What are the general perceptions around that topic? This requires more care and diligence. A researcher will need a significant amount of information to start writing the research report. Be consistent with the wording, the numbering of the annexes and so on. Follow the approved format of the company for the delivery of research reports and demonstrate the integrity of the project with the objectives of the company.
  • Have a clear research objective: A researcher should read the entire proposal again, and make sure that the data they provide contributes to the objectives that were raised from the beginning. Remember that speculations are for conversations, not for research reports, if a researcher speculates, they directly question their own research.
  • Establish a working model:  Each study must have an internal logic, which will have to be established in the report and in the evidence. The researchers’ worst nightmare is to be required to write research reports and realize that key questions were not included.

Learn more: Quantitative Observation

  • Gather all the information about the research topic. Who are the competitors of our customers? Talk to other researchers who have studied the subject of research, know the language of the industry. Misuse of the terms can discourage the readers of research reports from reading further.
  • Read aloud while writing. While reading the report, if the researcher hears something inappropriate, for example, if they stumble over the words when reading them, surely the reader will too. If the researcher can’t put an idea in a single sentence, then it is very long and they must change it so that the idea is clear to everyone.
  • Check grammar and spelling. Without a doubt, good practices help to understand the report. Use verbs in the present tense. Consider using the present tense, which makes the results sound more immediate. Find new words and other ways of saying things. Have fun with the language whenever possible.
  • Discuss only the discoveries that are significant. If some data are not really significant, do not mention them. Remember that not everything is truly important or essential within research reports.

Learn more: Qualitative Data

  • Try and stick to the survey questions. For example, do not say that the people surveyed “were worried” about an research issue , when there are different degrees of concern.
  • The graphs must be clear enough so that they understand themselves. Do not let graphs lead the reader to make mistakes: give them a title, include the indications, the size of the sample, and the correct wording of the question.
  • Be clear with messages. A researcher should always write every section of the report with an accuracy of details and language.
  • Be creative with titles – Particularly in segmentation studies choose names “that give life to research”. Such names can survive for a long time after the initial investigation.
  • Create an effective conclusion: The conclusion in the research reports is the most difficult to write, but it is an incredible opportunity to excel. Make a precise summary. Sometimes it helps to start the conclusion with something specific, then it describes the most important part of the study, and finally, it provides the implications of the conclusions.
  • Get a couple more pair of eyes to read the report. Writers have trouble detecting their own mistakes. But they are responsible for what is presented. Ensure it has been approved by colleagues or friends before sending the find draft out.

Learn more: Market Research and Analysis

MORE LIKE THIS

Behavior analytics tools

Best 15 Behavior Analytics Tools to Explore Your User Actions

Apr 8, 2024

concept testing tools

Top 7 Concept Testing Tools to Elevate Your Ideas in 2024

AI Question Generator

AI Question Generator: Create Easy + Accurate Tests and Surveys

Apr 6, 2024

ux research software

Top 17 UX Research Software for UX Design in 2024

Apr 5, 2024

Other categories

  • Academic Research
  • Artificial Intelligence
  • Assessments
  • Brand Awareness
  • Case Studies
  • Communities
  • Consumer Insights
  • Customer effort score
  • Customer Engagement
  • Customer Experience
  • Customer Loyalty
  • Customer Research
  • Customer Satisfaction
  • Employee Benefits
  • Employee Engagement
  • Employee Retention
  • Friday Five
  • General Data Protection Regulation
  • Insights Hub
  • Life@QuestionPro
  • Market Research
  • Mobile diaries
  • Mobile Surveys
  • New Features
  • Online Communities
  • Question Types
  • Questionnaire
  • QuestionPro Products
  • Release Notes
  • Research Tools and Apps
  • Revenue at Risk
  • Survey Templates
  • Training Tips
  • Uncategorized
  • Video Learning Series
  • What’s Coming Up
  • Workforce Intelligence

Logo for M Libraries Publishing

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

11.2 Writing a Research Report in American Psychological Association (APA) Style

Learning objectives.

  • Identify the major sections of an APA-style research report and the basic contents of each section.
  • Plan and write an effective APA-style research report.

In this section, we look at how to write an APA-style empirical research report , an article that presents the results of one or more new studies. Recall that the standard sections of an empirical research report provide a kind of outline. Here we consider each of these sections in detail, including what information it contains, how that information is formatted and organized, and tips for writing each section. At the end of this section is a sample APA-style research report that illustrates many of these principles.

Sections of a Research Report

Title page and abstract.

An APA-style research report begins with a title page . The title is centered in the upper half of the page, with each important word capitalized. The title should clearly and concisely (in about 12 words or fewer) communicate the primary variables and research questions. This sometimes requires a main title followed by a subtitle that elaborates on the main title, in which case the main title and subtitle are separated by a colon. Here are some titles from recent issues of professional journals published by the American Psychological Association.

  • Sex Differences in Coping Styles and Implications for Depressed Mood
  • Effects of Aging and Divided Attention on Memory for Items and Their Contexts
  • Computer-Assisted Cognitive Behavioral Therapy for Child Anxiety: Results of a Randomized Clinical Trial
  • Virtual Driving and Risk Taking: Do Racing Games Increase Risk-Taking Cognitions, Affect, and Behavior?

Below the title are the authors’ names and, on the next line, their institutional affiliation—the university or other institution where the authors worked when they conducted the research. As we have already seen, the authors are listed in an order that reflects their contribution to the research. When multiple authors have made equal contributions to the research, they often list their names alphabetically or in a randomly determined order.

It’s Soooo Cute!

How Informal Should an Article Title Be?

In some areas of psychology, the titles of many empirical research reports are informal in a way that is perhaps best described as “cute.” They usually take the form of a play on words or a well-known expression that relates to the topic under study. Here are some examples from recent issues of the Journal of Personality and Social Psychology .

  • “Let’s Get Serious: Communicating Commitment in Romantic Relationships”
  • “Through the Looking Glass Clearly: Accuracy and Assumed Similarity in Well-Adjusted Individuals’ First Impressions”
  • “Don’t Hide Your Happiness! Positive Emotion Dissociation, Social Connectedness, and Psychological Functioning”
  • “Forbidden Fruit: Inattention to Attractive Alternatives Provokes Implicit Relationship Reactance”

Individual researchers differ quite a bit in their preference for such titles. Some use them regularly, while others never use them. What might be some of the pros and cons of using cute article titles?

For articles that are being submitted for publication, the title page also includes an author note that lists the authors’ full institutional affiliations, any acknowledgments the authors wish to make to agencies that funded the research or to colleagues who commented on it, and contact information for the authors. For student papers that are not being submitted for publication—including theses—author notes are generally not necessary.

The abstract is a summary of the study. It is the second page of the manuscript and is headed with the word Abstract . The first line is not indented. The abstract presents the research question, a summary of the method, the basic results, and the most important conclusions. Because the abstract is usually limited to about 200 words, it can be a challenge to write a good one.

Introduction

The introduction begins on the third page of the manuscript. The heading at the top of this page is the full title of the manuscript, with each important word capitalized as on the title page. The introduction includes three distinct subsections, although these are typically not identified by separate headings. The opening introduces the research question and explains why it is interesting, the literature review discusses relevant previous research, and the closing restates the research question and comments on the method used to answer it.

The Opening

The opening , which is usually a paragraph or two in length, introduces the research question and explains why it is interesting. To capture the reader’s attention, researcher Daryl Bem recommends starting with general observations about the topic under study, expressed in ordinary language (not technical jargon)—observations that are about people and their behavior (not about researchers or their research; Bem, 2003). Concrete examples are often very useful here. According to Bem, this would be a poor way to begin a research report:

Festinger’s theory of cognitive dissonance received a great deal of attention during the latter part of the 20th century (p. 191)

The following would be much better:

The individual who holds two beliefs that are inconsistent with one another may feel uncomfortable. For example, the person who knows that he or she enjoys smoking but believes it to be unhealthy may experience discomfort arising from the inconsistency or disharmony between these two thoughts or cognitions. This feeling of discomfort was called cognitive dissonance by social psychologist Leon Festinger (1957), who suggested that individuals will be motivated to remove this dissonance in whatever way they can (p. 191).

After capturing the reader’s attention, the opening should go on to introduce the research question and explain why it is interesting. Will the answer fill a gap in the literature? Will it provide a test of an important theory? Does it have practical implications? Giving readers a clear sense of what the research is about and why they should care about it will motivate them to continue reading the literature review—and will help them make sense of it.

Breaking the Rules

Researcher Larry Jacoby reported several studies showing that a word that people see or hear repeatedly can seem more familiar even when they do not recall the repetitions—and that this tendency is especially pronounced among older adults. He opened his article with the following humorous anecdote (Jacoby, 1999).

A friend whose mother is suffering symptoms of Alzheimer’s disease (AD) tells the story of taking her mother to visit a nursing home, preliminary to her mother’s moving there. During an orientation meeting at the nursing home, the rules and regulations were explained, one of which regarded the dining room. The dining room was described as similar to a fine restaurant except that tipping was not required. The absence of tipping was a central theme in the orientation lecture, mentioned frequently to emphasize the quality of care along with the advantages of having paid in advance. At the end of the meeting, the friend’s mother was asked whether she had any questions. She replied that she only had one question: “Should I tip?” (p. 3).

Although both humor and personal anecdotes are generally discouraged in APA-style writing, this example is a highly effective way to start because it both engages the reader and provides an excellent real-world example of the topic under study.

The Literature Review

Immediately after the opening comes the literature review , which describes relevant previous research on the topic and can be anywhere from several paragraphs to several pages in length. However, the literature review is not simply a list of past studies. Instead, it constitutes a kind of argument for why the research question is worth addressing. By the end of the literature review, readers should be convinced that the research question makes sense and that the present study is a logical next step in the ongoing research process.

Like any effective argument, the literature review must have some kind of structure. For example, it might begin by describing a phenomenon in a general way along with several studies that demonstrate it, then describing two or more competing theories of the phenomenon, and finally presenting a hypothesis to test one or more of the theories. Or it might describe one phenomenon, then describe another phenomenon that seems inconsistent with the first one, then propose a theory that resolves the inconsistency, and finally present a hypothesis to test that theory. In applied research, it might describe a phenomenon or theory, then describe how that phenomenon or theory applies to some important real-world situation, and finally suggest a way to test whether it does, in fact, apply to that situation.

Looking at the literature review in this way emphasizes a few things. First, it is extremely important to start with an outline of the main points that you want to make, organized in the order that you want to make them. The basic structure of your argument, then, should be apparent from the outline itself. Second, it is important to emphasize the structure of your argument in your writing. One way to do this is to begin the literature review by summarizing your argument even before you begin to make it. “In this article, I will describe two apparently contradictory phenomena, present a new theory that has the potential to resolve the apparent contradiction, and finally present a novel hypothesis to test the theory.” Another way is to open each paragraph with a sentence that summarizes the main point of the paragraph and links it to the preceding points. These opening sentences provide the “transitions” that many beginning researchers have difficulty with. Instead of beginning a paragraph by launching into a description of a previous study, such as “Williams (2004) found that…,” it is better to start by indicating something about why you are describing this particular study. Here are some simple examples:

Another example of this phenomenon comes from the work of Williams (2004).
Williams (2004) offers one explanation of this phenomenon.
An alternative perspective has been provided by Williams (2004).
We used a method based on the one used by Williams (2004).

Finally, remember that your goal is to construct an argument for why your research question is interesting and worth addressing—not necessarily why your favorite answer to it is correct. In other words, your literature review must be balanced. If you want to emphasize the generality of a phenomenon, then of course you should discuss various studies that have demonstrated it. However, if there are other studies that have failed to demonstrate it, you should discuss them too. Or if you are proposing a new theory, then of course you should discuss findings that are consistent with that theory. However, if there are other findings that are inconsistent with it, again, you should discuss them too. It is acceptable to argue that the balance of the research supports the existence of a phenomenon or is consistent with a theory (and that is usually the best that researchers in psychology can hope for), but it is not acceptable to ignore contradictory evidence. Besides, a large part of what makes a research question interesting is uncertainty about its answer.

The Closing

The closing of the introduction—typically the final paragraph or two—usually includes two important elements. The first is a clear statement of the main research question or hypothesis. This statement tends to be more formal and precise than in the opening and is often expressed in terms of operational definitions of the key variables. The second is a brief overview of the method and some comment on its appropriateness. Here, for example, is how Darley and Latané (1968) concluded the introduction to their classic article on the bystander effect:

These considerations lead to the hypothesis that the more bystanders to an emergency, the less likely, or the more slowly, any one bystander will intervene to provide aid. To test this proposition it would be necessary to create a situation in which a realistic “emergency” could plausibly occur. Each subject should also be blocked from communicating with others to prevent his getting information about their behavior during the emergency. Finally, the experimental situation should allow for the assessment of the speed and frequency of the subjects’ reaction to the emergency. The experiment reported below attempted to fulfill these conditions (p. 378).

Thus the introduction leads smoothly into the next major section of the article—the method section.

The method section is where you describe how you conducted your study. An important principle for writing a method section is that it should be clear and detailed enough that other researchers could replicate the study by following your “recipe.” This means that it must describe all the important elements of the study—basic demographic characteristics of the participants, how they were recruited, whether they were randomly assigned, how the variables were manipulated or measured, how counterbalancing was accomplished, and so on. At the same time, it should avoid irrelevant details such as the fact that the study was conducted in Classroom 37B of the Industrial Technology Building or that the questionnaire was double-sided and completed using pencils.

The method section begins immediately after the introduction ends with the heading “Method” (not “Methods”) centered on the page. Immediately after this is the subheading “Participants,” left justified and in italics. The participants subsection indicates how many participants there were, the number of women and men, some indication of their age, other demographics that may be relevant to the study, and how they were recruited, including any incentives given for participation.

Figure 11.1 Three Ways of Organizing an APA-Style Method

After the participants section, the structure can vary a bit. Figure 11.1 “Three Ways of Organizing an APA-Style Method” shows three common approaches. In the first, the participants section is followed by a design and procedure subsection, which describes the rest of the method. This works well for methods that are relatively simple and can be described adequately in a few paragraphs. In the second approach, the participants section is followed by separate design and procedure subsections. This works well when both the design and the procedure are relatively complicated and each requires multiple paragraphs.

What is the difference between design and procedure? The design of a study is its overall structure. What were the independent and dependent variables? Was the independent variable manipulated, and if so, was it manipulated between or within subjects? How were the variables operationally defined? The procedure is how the study was carried out. It often works well to describe the procedure in terms of what the participants did rather than what the researchers did. For example, the participants gave their informed consent, read a set of instructions, completed a block of four practice trials, completed a block of 20 test trials, completed two questionnaires, and were debriefed and excused.

In the third basic way to organize a method section, the participants subsection is followed by a materials subsection before the design and procedure subsections. This works well when there are complicated materials to describe. This might mean multiple questionnaires, written vignettes that participants read and respond to, perceptual stimuli, and so on. The heading of this subsection can be modified to reflect its content. Instead of “Materials,” it can be “Questionnaires,” “Stimuli,” and so on.

The results section is where you present the main results of the study, including the results of the statistical analyses. Although it does not include the raw data—individual participants’ responses or scores—researchers should save their raw data and make them available to other researchers who request them. Some journals now make the raw data available online.

Although there are no standard subsections, it is still important for the results section to be logically organized. Typically it begins with certain preliminary issues. One is whether any participants or responses were excluded from the analyses and why. The rationale for excluding data should be described clearly so that other researchers can decide whether it is appropriate. A second preliminary issue is how multiple responses were combined to produce the primary variables in the analyses. For example, if participants rated the attractiveness of 20 stimulus people, you might have to explain that you began by computing the mean attractiveness rating for each participant. Or if they recalled as many items as they could from study list of 20 words, did you count the number correctly recalled, compute the percentage correctly recalled, or perhaps compute the number correct minus the number incorrect? A third preliminary issue is the reliability of the measures. This is where you would present test-retest correlations, Cronbach’s α, or other statistics to show that the measures are consistent across time and across items. A final preliminary issue is whether the manipulation was successful. This is where you would report the results of any manipulation checks.

The results section should then tackle the primary research questions, one at a time. Again, there should be a clear organization. One approach would be to answer the most general questions and then proceed to answer more specific ones. Another would be to answer the main question first and then to answer secondary ones. Regardless, Bem (2003) suggests the following basic structure for discussing each new result:

  • Remind the reader of the research question.
  • Give the answer to the research question in words.
  • Present the relevant statistics.
  • Qualify the answer if necessary.
  • Summarize the result.

Notice that only Step 3 necessarily involves numbers. The rest of the steps involve presenting the research question and the answer to it in words. In fact, the basic results should be clear even to a reader who skips over the numbers.

The discussion is the last major section of the research report. Discussions usually consist of some combination of the following elements:

  • Summary of the research
  • Theoretical implications
  • Practical implications
  • Limitations
  • Suggestions for future research

The discussion typically begins with a summary of the study that provides a clear answer to the research question. In a short report with a single study, this might require no more than a sentence. In a longer report with multiple studies, it might require a paragraph or even two. The summary is often followed by a discussion of the theoretical implications of the research. Do the results provide support for any existing theories? If not, how can they be explained? Although you do not have to provide a definitive explanation or detailed theory for your results, you at least need to outline one or more possible explanations. In applied research—and often in basic research—there is also some discussion of the practical implications of the research. How can the results be used, and by whom, to accomplish some real-world goal?

The theoretical and practical implications are often followed by a discussion of the study’s limitations. Perhaps there are problems with its internal or external validity. Perhaps the manipulation was not very effective or the measures not very reliable. Perhaps there is some evidence that participants did not fully understand their task or that they were suspicious of the intent of the researchers. Now is the time to discuss these issues and how they might have affected the results. But do not overdo it. All studies have limitations, and most readers will understand that a different sample or different measures might have produced different results. Unless there is good reason to think they would have, however, there is no reason to mention these routine issues. Instead, pick two or three limitations that seem like they could have influenced the results, explain how they could have influenced the results, and suggest ways to deal with them.

Most discussions end with some suggestions for future research. If the study did not satisfactorily answer the original research question, what will it take to do so? What new research questions has the study raised? This part of the discussion, however, is not just a list of new questions. It is a discussion of two or three of the most important unresolved issues. This means identifying and clarifying each question, suggesting some alternative answers, and even suggesting ways they could be studied.

Finally, some researchers are quite good at ending their articles with a sweeping or thought-provoking conclusion. Darley and Latané (1968), for example, ended their article on the bystander effect by discussing the idea that whether people help others may depend more on the situation than on their personalities. Their final sentence is, “If people understand the situational forces that can make them hesitate to intervene, they may better overcome them” (p. 383). However, this kind of ending can be difficult to pull off. It can sound overreaching or just banal and end up detracting from the overall impact of the article. It is often better simply to end when you have made your final point (although you should avoid ending on a limitation).

The references section begins on a new page with the heading “References” centered at the top of the page. All references cited in the text are then listed in the format presented earlier. They are listed alphabetically by the last name of the first author. If two sources have the same first author, they are listed alphabetically by the last name of the second author. If all the authors are the same, then they are listed chronologically by the year of publication. Everything in the reference list is double-spaced both within and between references.

Appendixes, Tables, and Figures

Appendixes, tables, and figures come after the references. An appendix is appropriate for supplemental material that would interrupt the flow of the research report if it were presented within any of the major sections. An appendix could be used to present lists of stimulus words, questionnaire items, detailed descriptions of special equipment or unusual statistical analyses, or references to the studies that are included in a meta-analysis. Each appendix begins on a new page. If there is only one, the heading is “Appendix,” centered at the top of the page. If there is more than one, the headings are “Appendix A,” “Appendix B,” and so on, and they appear in the order they were first mentioned in the text of the report.

After any appendixes come tables and then figures. Tables and figures are both used to present results. Figures can also be used to illustrate theories (e.g., in the form of a flowchart), display stimuli, outline procedures, and present many other kinds of information. Each table and figure appears on its own page. Tables are numbered in the order that they are first mentioned in the text (“Table 1,” “Table 2,” and so on). Figures are numbered the same way (“Figure 1,” “Figure 2,” and so on). A brief explanatory title, with the important words capitalized, appears above each table. Each figure is given a brief explanatory caption, where (aside from proper nouns or names) only the first word of each sentence is capitalized. More details on preparing APA-style tables and figures are presented later in the book.

Sample APA-Style Research Report

Figure 11.2 “Title Page and Abstract” , Figure 11.3 “Introduction and Method” , Figure 11.4 “Results and Discussion” , and Figure 11.5 “References and Figure” show some sample pages from an APA-style empirical research report originally written by undergraduate student Tomoe Suyama at California State University, Fresno. The main purpose of these figures is to illustrate the basic organization and formatting of an APA-style empirical research report, although many high-level and low-level style conventions can be seen here too.

Figure 11.2 Title Page and Abstract

Title Page and Abstract

This student paper does not include the author note on the title page. The abstract appears on its own page.

Figure 11.3 Introduction and Method

Introduction and Method

Note that the introduction is headed with the full title, and the method section begins immediately after the introduction ends.

Figure 11.4 Results and Discussion

Results and Discussion

The discussion begins immediately after the results section ends.

Figure 11.5 References and Figure

References and Figure

If there were appendixes or tables, they would come before the figure.

Key Takeaways

  • An APA-style empirical research report consists of several standard sections. The main ones are the abstract, introduction, method, results, discussion, and references.
  • The introduction consists of an opening that presents the research question, a literature review that describes previous research on the topic, and a closing that restates the research question and comments on the method. The literature review constitutes an argument for why the current study is worth doing.
  • The method section describes the method in enough detail that another researcher could replicate the study. At a minimum, it consists of a participants subsection and a design and procedure subsection.
  • The results section describes the results in an organized fashion. Each primary result is presented in terms of statistical results but also explained in words.
  • The discussion typically summarizes the study, discusses theoretical and practical implications and limitations of the study, and offers suggestions for further research.
  • Practice: Look through an issue of a general interest professional journal (e.g., Psychological Science ). Read the opening of the first five articles and rate the effectiveness of each one from 1 ( very ineffective ) to 5 ( very effective ). Write a sentence or two explaining each rating.
  • Practice: Find a recent article in a professional journal and identify where the opening, literature review, and closing of the introduction begin and end.
  • Practice: Find a recent article in a professional journal and highlight in a different color each of the following elements in the discussion: summary, theoretical implications, practical implications, limitations, and suggestions for future research.

Bem, D. J. (2003). Writing the empirical journal article. In J. M. Darley, M. P. Zanna, & H. R. Roediger III (Eds.), The compleat academic: A practical guide for the beginning social scientist (2nd ed.). Washington, DC: American Psychological Association.

Darley, J. M., & Latané, B. (1968). Bystander intervention in emergencies: Diffusion of responsibility. Journal of Personality and Social Psychology, 4 , 377–383.

Research Methods in Psychology Copyright © 2016 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Retirement planning – a systematic review of literature and future research directions

  • Published: 28 October 2023

Cite this article

  • Kavita Karan Ingale   ORCID: orcid.org/0000-0003-3570-4211 1 &
  • Ratna Achuta Paluri 2  

506 Accesses

Explore all metrics

Rising life expectancy and an aging population across nations are leading to an increased need for long-term financial savings and a focus on the financial well-being of retired individuals amidst changing policy framework. This study is a systematic review based on a scientific way of producing high-quality evidence based on 191 articles from the Scopus and Web of Science databases. It adopts the Theory, Context, Characteristics, and Method (TCCM) framework to analyze literature. This study provides collective insights into financial decision-making for retirement savings and identifies constructs for operationalizing and measuring financial behavior for retirement planning. Further, it indicates the need for an interdisciplinary approach. Though cognitive areas were studied extensively, the non-cognitive areas received little attention. Qualitative research design is gaining prominence in research over other methods, with the sparse application of mixed methods design. The study’s TCCM framework explicates several areas for further research. Furthermore, it guides the practice and policy by integrating empirical evidence and concomitant findings. Coherent synthesis of the extant literature reconciles the highly fragmented field of retirement planning. No research reports prospective areas for further analysis based on the TCCM framework on retirement planning, which highlights the uniqueness of the study.

This is a preview of subscription content, log in via an institution to check access.

Access this article

Price includes VAT (Russian Federation)

Instant access to the full article PDF.

Rent this article via DeepDyve

Institutional subscriptions

Similar content being viewed by others

research method report

A Research Proposal to Examine Psychological Factors Influence on Financial Planning for Retirement in China

research method report

Domains and determinants of retirement timing: A systematic review of longitudinal studies

Micky Scharn, Ranu Sewdas, … Allard J. van der Beek

research method report

Reinventing Retirement

Deanna L. Sharpe

Data Availability

The research data will be made available on request.

Acknowledgment.

Elderly population is defined as a population aged 65 years and over.

Defined benefit plan guarantees benefits to the employee, while defined contribution plan requires employees to decide on their own investment and bear the financial risks identified with it.

“The old-age dependency ratio is defined as the number of individuals aged 65 and over per 100 people of working age defined as those at ages 20 to 64”(OECD 2023 ).

Adams GA, Rau BL (2011) Putting off tomorrow to do what you want today: planning for Retirement. Am Psychol 66(3):180–192. https://doi.org/10.1037/a0022131

Article   Google Scholar  

Aegon Cfor, Longevity, Retirement ICR (2016) The Aegon Retirement Readiness Survey 2016. In The Aegon Retirement Readiness Survey 2016 . https://www.aegon.com/contentassets/c6a4b1cdded34f1b85a4f21d4c66e5d3/2016-aegon-retirement-readiness-report-india.pdf

Agarwalla SK, Barua SK, Jacob J, Varma JR (2015) Financial Literacy among Working Young in Urban India. World Development , 67 (2013), 101–109. https://doi.org/10.1016/j.worlddev.2014.10.004

Ajzen I (1991) The theory of Planned Behavior. Organ Behav Hum Decis Process 50:179–211. https://doi.org/10.47985/dcidj.475

Anderson A, Baker F, Robinson DT (2017) Precautionary savings, retirement planning, and misperceptions of financial literacy. J Financ Econ 126(2):383–398. https://doi.org/10.1016/j.jfineco.2017.07.008

Atkinson A, Messy FA (2011) Assessing financial literacy in 12 countries: an OECD/INFE international pilot exercise. J Pension Econ Finance 10(4):657–665. https://doi.org/10.1017/S1474747211000539`

Aydin AE, Akben Selcuk E (2019) An investigation of financial literacy, money ethics, and time preferences among college students: a structural equation model. Int J Bank Mark 37(3):880–900. https://doi.org/10.1108/IJBM-05-2018-0120

Bapat D (2020) Antecedents to responsible financial management behavior among young adults: the moderating role of financial risk tolerance. Int J Bank Mark 38(5):1177–1194. https://doi.org/10.1108/IJBM-10-2019-0356

Beckett A, Hewer P, Howcroft B (2000) An exposition of consumer behaviour in the financial services industry. Int J Bank Mark 18(1):15–26. https://doi.org/10.1108/02652320010315325

Białowolski P (2019) Economic sentiment as a driver for household financial behavior. J Behav Experimental Econ 80(August 2017):59–66. https://doi.org/10.1016/j.socec.2019.03.006

Binswanger J, Carman KG (2012) How real people make long-term decisions: the case of retirement preparation. J Economic Behav Organ 81(1):39–60. https://doi.org/10.1016/j.jebo.2011.08.010

Brounen D, Koedijk KG, Pownall RAJ (2016) Household financial planning and savings behavior. J Int Money Finance 69:95–107. https://doi.org/10.1016/j.jimonfin.2016.06.011

Brown R, Jones M (2015) Mapping and exploring the topography of contemporary financial accounting research. Br Acc Rev 47(3):237–261. https://doi.org/10.1016/j.bar.2014.08.006

Brown S, Gray D (2016) Household finances and well-being in Australia: an empirical analysis of comparison effects. J Econ Psychol 53:17–36. https://doi.org/10.1016/j.joep.2015.12.006

Brown S, Taylor K (2014) Household finances and the big five personality traits. J Econ Psychol 45:197–212. https://doi.org/10.1016/j.joep.2014.10.006

Brown S, Taylor K (2016) Early influences on saving behaviour: analysis of British panel data. J Bank Finance 62:1–14. https://doi.org/10.1016/j.jbankfin.2015.09.011

Brüggen EC, Post T, Schmitz K (2019) Interactivity in online pension planners enhances engagement with retirement planning – but not for everyone. J Serv Mark 33(4):488–501. https://doi.org/10.1108/JSM-02-2018-0082

Bruggen E, Post T, Katharina S (2019) Interactivity in online pension planners enhances engagement with retirement planning but not for everyone. J Serv Mark 33(4):488–501

Calcagno R, Monticone C (2015) Financial literacy and the demand for financial advice. J Bank Finance 50:363–380. https://doi.org/10.1016/j.jbankfin.2014.03.013

Campbell JY (2006) Household finance. J Finance 61(4):1553–1604. https://doi.org/10.1111/j.1540-6261.2006.00883.x

Choudhury K (2015) Service quality and customers’ behavioural intentions: class and mass banking and implications for the consumer and society. Asia Pac J Mark Logistics 27(5):735–757

Chowdhry N, Jung J, Dholakia U (2018) Association for consumer research. Adv Consum Res 42:42–46

Google Scholar  

Clark GL, Knox-Hayes J, Strauss K (2009) Financial sophistication, salience, and the scale of deliberation in UK retirement planning. Environ Plann A 41(10):2496–2515. https://doi.org/10.1068/a41265

Clark R, Lusardi A, Mitchell OS (2017) Employee Financial Literacy and Retirement Plan Behavior: a case study. Econ Inq 55(1):248–259. https://doi.org/10.1111/ecin.12389

Collins JM, Urban C (2016) The role of information on Retirement Planning: evidence from a field study. Econ Inq 54(4):1860–1872. https://doi.org/10.1111/ecin.12349

Creswell J (2009) Research Design Qualitative Quantitative and Mixed Methods Approaches. In Sage Publishing: Vol. Third edit . https://doi.org/10.1002/tl.20234

Csorba L (2020) The determining factors of financial culture, financial literacy, and financial behavior. Public Finance Q 65:67–83. https://doi.org/10.35551/PFQ_2020_1_6

Davidoff T, Gerhard P, Post T (2017) Reverse mortgages: what homeowners (don’t) know and how it matters. J Economic Behav Organ 133:151–171. https://doi.org/10.1016/j.jebo.2016.11.007

Davis FD (1989) Perceived usefulness, perceived ease of use, and user acceptance of information technology. MIS Quarterly: Management Information Systems 13(3):319–339. https://doi.org/10.2307/249008

Devlin J (2001) Consumer evaluation and competitive advantage in retail financial services - a research agenda. Eur J Mark 35(5/6):639–660

Dholakia U, Tam L, Yoon S, Wong N (2016) The ant and the grasshopper: understanding personal saving orientation of consumers. J Consum Res 43(1):134–155. https://doi.org/10.1093/jcr/ucw004

Dolls M, Doerrenberg P, Peichl A, Stichnoth H (2018) Do retirement savings increase in response to information about retirement and expected pensions? J Public Econ 158(July 2017):168–179. https://doi.org/10.1016/j.jpubeco.2017.12.014

Dragos SL, Dragos CM, Muresan GM (2020) From intention to the decision in purchasing life insurance and private pensions: different effects of knowledge and behavioural factors. J Behav Experimental Econ 87(March):101555. https://doi.org/10.1016/j.socec.2020.101555

Drever AI, Odders-white E, Kalish CW, Hoagland EM, Nelms EN, Drever AI, Odders-white E, Charles W, Else-quest NM, Hoagland EM, Nelms EN (2015) Foundations of Financial Weil-Being: Insights into the Role of Executive Function, Financial Socialization, and Experience-Based Learning in Childhood and Youth Source : The Journal of Consumer Affairs, Vol. 49, No. 1, Special Issue on Starting Ea. The Journal of Consumer Affairs , 49 (1)

Duflo E, Saez E (2002) Participation and investment decisions in a retirement plan: the influence of colleagues’ choices. J Public Econ 85(1):121–148. https://doi.org/10.1016/S0047-2727(01)00098-6

Duxbury D, Summers B, Hudson R, Keasey K (2013) How people evaluate defined contribution, annuity-based pension arrangements: a behavioral exploration. J Econ Psychol 34:256–269. https://doi.org/10.1016/j.joep.2012.10.008

Earl J, Bednall T, Muratore A (2015) A matter of time: why some people plan for retirement and others do not. Work Aging and Retirement 1(2):181–189. https://doi.org/10.1093/workar/wau005

Employees Benefits Research Institute (2020) EBRI Retirement Confidence Survey Report (Issue 202)

Engel JF, Kollat DT, Blackwell RD (1968) A model of consumer motivation and behavior. In: Research in consumer behavior. Holt, Rinehart and Winston, Inc., New York, pp 3–20

Erasmus A, Boshoff E, Rousseau G (2001) Consumer decision-making models within the discipline of consumer science: a critical approach. J Family Ecol Consumer Sci /Tydskrif Vir Gesinsekologie En Verbruikerswetenskappe 29(1):82–90. https://doi.org/10.4314/jfecs.v29i1.52799

Farrell L, Fry TRL, Risse L (2016) The significance of financial self-efficacy in explaining women’s personal finance behaviour. J Econ Psychol 54:85–99

Fernandes D, Lynch JG, Netemeyer RG (2014) Financial literacy, financial education, and downstream financial behaviors. Manage Sci 60(8):1861–1883. https://doi.org/10.1287/mnsc.2013.1849

Filbec G, Ricciardi V, Evensky H, Fan S, Holzhauer H, Spieler A (2017) Behavioral finance: a panel discussion. J Behav Experimental Finance 15:52–58. https://doi.org/10.1016/j.jbef.2015.07.003

Fishbein M (1979) A theory of reasoned action: some applications and implications. Nebraska Symposium on Motivation 27:65–116

Fisher PJ, Montalto CP (2010) Effect of saving motives and horizon on saving behaviors. J Econ Psychol 31(1):92–105. https://doi.org/10.1016/j.joep.2009.11.002

Flores SAM, Vieira KM (2014) Propensity toward indebtedness: an analysis using behavioral factors. J Behav Exp Finance 3:1–10

Foxall GR, Pallister JG (1998) Measuring purchase decision involvement for financial services: comparison of the Zaichkowsky and Mittal scales. Int J Bank Mark 16(5):180–194. https://doi.org/10.1108/02652329810228181

Friedman M (1957) Introduction to “A theory of the consumption function”. In: A theory of the consumption function. Princeton University Press, pp 1–6

Frydman C, Camerer CF (2016) The psychology and neuroscience of financial decision making. Trends Cogn Sci 20(9):661–675. https://doi.org/10.1016/j.tics.2016.07.003

Gardarsdóttir RB, Dittmar H (2012) The relationship of materialism to debt and financial well-being: the case of Iceland’s perceived prosperity. J Econ Psychol 33(3):471–481. https://doi.org/10.1016/j.joep.2011.12.008

Gathergood J (2012) Self-control, financial literacy and consumer over-indebtedness. J Econ Psychol 33(3):590–602

Gerhard P, Gladstone JJ, Hoffmann AOI (2018) Psychological characteristics and household savings behavior: the importance of accounting for latent heterogeneity. J Economic Behav Organ 148:66–82. https://doi.org/10.1016/j.jebo.2018.02.013

Gibbs PT (2009) Time, temporality, and

Goedde-Menke M, Lehmensiek-Starke M, Nolte S (2014) An empirical test of competing hypotheses for the annuity puzzle. J Econ Psychol 43:75–91

Gough O, Nurullah M (2009) Understanding what drives the purchase decision in pension and investment products. J Financial Serv Mark 14(2):152–172. https://doi.org/10.1057/fsm.2009.14

Griffin B, Loe D, Hesketh B (2012) Using Proactivity, Time Discounting, and the theory of Planned Behavior to identify predictors of Retirement Planning. Educ Gerontol 38(12):877–889. https://doi.org/10.1080/03601277.2012.660857

Gritten A (2011) New insights into consumer confidence in financial services. Int J Bank Mark 29(2):90–106. https://doi.org/10.1108/02652321111107602

Grohmann A (2018) Financial literacy and financial behavior: Evidence from the emerging Asian middle class. Pacific Basin Finance Journal , 48 (November 2017), 129–143. https://doi.org/10.1016/j.pacfin.2018.01.007

Grohmann A, Kouwenberg R, Menkhoff L (2015) Childhood roots of financial literacy. J Econ Psychol 51:114–133. https://doi.org/10.1016/j.joep.2015.09.002

Hair JF, Sarstedt M, Ringle CM, Mena JA (2012) An assessment of the use of partial least squares structural equation modeling in marketing research . 414–433. https://doi.org/10.1007/s11747-011-0261-6

Hanna SD, Kim KT, Chen SCC (2016) Retirement savings. In: Handbook of consumer finance research, pp 33–43

Harrison T, Waite K, White P (2006) Analysis by paralysis: the pension purchase decision process. Int J Bank Mark 24(1):5–23. https://doi.org/10.1108/02652320610642317

Hastings J, Mitchell O (2011) How financial literact and impatience shape retirement wealth and investment behaviors. Pengaruh Harga Diskon Dan Persepsi Produk Terhadap Nilai Belanja Serta Perilaku Pembelian Konsumen, NBER Working paper, 1–28

Hauff J, Carlander A, Amelie G, Tommy G, Holmen M (2016) Breaking the ice of low financial involvement: does narrative information format from a trusted sender increase savings in mutual funds? Int J Bank Mark 34(2):151–170

Hentzen JK, Hoffmann A, Dolan R, Pala E (2021) Artificial intelligence in customer-facing financial services: a systematic literature review and agenda for future research. Int J Bank Mark. https://doi.org/10.1108/IJBM-09-2021-0417

Hershey DA, Mowen JC (2000) Psychological determinants of financial preparedness for retirement. Gerontologist 40(6):687–697. https://doi.org/10.1093/geront/40.6.687

Hershey DA, Henkens K, Van Dalen HP (2007) Mapping the minds of retirement planners: a cross-cultural perspective. J Cross-Cult Psychol 38(3):361–382. https://doi.org/10.1177/0022022107300280

Hershey DA, Jacobs-Lawson JM, McArdle JJ, Hamagami F (2007b) Psychological foundations of financial planning for retirement. J Adult Dev 14(1–2):26–36. https://doi.org/10.1007/s10804-007-9028-1

Hershey DA, Jacobs-Lawson JM, McArdle JJ, Hamagami F (2008) Psychological foundations of financial planning for retirement. J Adult Dev 14(1–2):26–36. https://doi.org/10.1007/s10804-007-9028-1

Hershfield H, Goldstein D, Sharpe W, Fox J, Yeykelis L, Carstensen L, Bailenson J (2011) Increasing saving behavior through age-progressed renderings of the future self. J Mark Res 48:23–37

Hoffmann AOI, Broekhuizen TLJ (2009) Susceptibility to and impact of interpersonal influence in an investment context. J Acad Mark Sci 37:488–503

Hoffmann AOI, Broekhuizen TLJ (2010) Understanding investors’ decisions to purchase innovative products: drivers of adoption timing and range. Int J Res Mark 27(4):342–355. https://doi.org/10.1016/j.ijresmar.2010.08.002

Hoffmann AOI, Plotkina D (2020a) Positive framing when assessing the personal resources to manage one’s finances increases consumers’ retirement self-efficacy and improves retirement goal clarity. Psychol Mark 38(12):2286–2304. https://doi.org/10.1002/mar.21563

Hoffmann AOI, Plotkina D (2020b) Why and when does financial information affect retirement planning intentions and which consumers are more likely to act on them? Journal of Business Research , 117 (September 2019), 411–431. https://doi.org/10.1016/j.jbusres.2020.06.023

Hoffmann AOI, Plotkina D (2021) Let your past define your future. How recalling successful financial experiences can increase beliefs of self-efficacy in financial planning. J Consum Aff 55(3):847–871. https://doi.org/10.1111/joca.12378

Hoffmann AOI, Risse L (2020) Do good things come in pairs? How personality traits help explain individuals’ simultaneous pursuit of a healthy lifestyle and financially responsible behavior. J Consum Aff 54(3):1082–1120. https://doi.org/10.1111/joca.12317

Hsiao YJ, Tsai WC (2018) Financial literacy and participation in the derivatives markets. J Bank Finance 88:15–29

Huhmann BA, McQuitty S (2009) A model of consumer financial numeracy. Int J Bank Mark 27(4):270–293. https://doi.org/10.1108/02652320910968359

Huston SJ (2010) Measuring financial literacy. J Consum Aff 44(2):296–316. https://doi.org/10.1111/j.1745-6606.2010.01170.x

Ijevleva K, Arefjevs I (2014) Analysis of the Aggregate Financial Behaviour of customers using the Transtheoretical Model of Change. Procedia - Social and Behavioral Sciences 156(April):435–438. https://doi.org/10.1016/j.sbspro.2014.11.217

Ingale KK, Paluri RA (2020) Financial literacy and financial behavior: a bibliometric analysis. Rev Behav Finance. https://doi.org/10.1108/RBF-06-2020-0141

Jacobs-Lawson J, Hershey D (2005) Influence of future time perspective, financial knowledge, and financial risk tolerance on retirement savings behavior. Financial Serv Rev 14:331–344. https://doi.org/10.1088/1751-8113/44/8/085201

Jappelli T, Padula M (2013) Investment in financial literacy and saving decisions. J Bank Finance 37(8):2779–2792. https://doi.org/10.1016/j.jbankfin.2013.03.019

Kadoya Y, Rahim Khan MS (2020) Financial literacy in Japan: new evidence using financial knowledge, behavior, and attitude. Sustain (Switzerland) 12(9). https://doi.org/10.3390/su12093683

Kamil NSSN, Musa R, Sahak SZ (2014) Examining the Role of Financial Intelligence Quotient (FiQ) in explaining credit card usage behavior: a conceptual Framework. Procedia - Social and Behavioral Sciences 130:568–576. https://doi.org/10.1016/j.sbspro.2014.04.066

Kerry MJ (2018) Psychological antecedents of retirement planning: a systematic review. Front Psychol 9(OCT). https://doi.org/10.3389/fpsyg.2018.01870

Kerry MJ, Embretson SE (2018) An experimental evaluation of competing age predictions of future time perspective between workplace and retirement domains. Front Psychol 8(JAN):1–9. https://doi.org/10.3389/fpsyg.2017.02316

Kiliyanni AL, Sivaraman S (2016) The perception-reality gap in financial literacy: evidence from the most literate state in India. Int Rev Econ Educ 23:47–64. https://doi.org/10.1016/j.iree.2016.07.001

Kimiyaghalam F, Mansori S, Safari M, Yap S (2017) Parents’ influence on retirement planning in Malaysia. Family Consumer Sci Res J 45(3):315–325

Klapper L, Lusardi A, Panos GA (2013) Financial literacy and its consequences: evidence from Russia during the financial crisis. J Bank Finance 37(10):3904–3923

Koehler DJ, Langstaff J, Liu WQ (2015) A simulated financial savings task for studying consumption and retirement decision-making. J Econ Psychol 46:89–97. https://doi.org/10.1016/j.joep.2014.12.004

Kramer MM (2016) Financial literacy, confidence, and financial advice seeking. Journal of Economic Behavior and Organization , 131 (June 2015), 198–217. https://doi.org/10.1016/j.jebo.2016.08.016

Kumar S, Tomar S, Verma D (2019) Women’s financial planning for retirement: systematic literature review and future research agenda. Int J Bank Mark 37(1):120–141. https://doi.org/10.1108/IJBM-08-2017-0165

Kwon KN, Lee J (2009) The effects of reference point, knowledge, and risk propensity on the evaluation of financial products. J Bus Res 62(7):719–725. https://doi.org/10.1016/j.jbusres.2008.07.002

Landerretche OM, Martínez C (2013) Voluntary savings, financial behavior, and pension finance literacy: evidence from Chile. J Pension Econ Finance 12(3):251–297. https://doi.org/10.1017/S1474747212000340

Lee T (2017) (David). Clear, conspicuous, and improving: US corporate websites for critical financial literacy in retirement. International Journal of Bank Marketing , 35 (5), 761–780. https://doi.org/10.1108/IJBM-01-2016-0010

Liang C-J, Wang Wen‐Hung, Farquhar JD (2009) (2009). The influence of customer perceptions on financial performance in financial services. International Journal of Bank Marketing , 27 (2), 129–149

Liberman N, Trope Y (2003) Construal level theory of intertemporal judgment and decision. In: Loewenstein G, Read D, Baumeister R (eds) Time and decision: economic and psychological perspectives on intertemporal choice, pp 245–276

Lim KL, Soutar GN, Lee JA (2013) Factors affecting investment intentions: a consumer behaviour perspective. J Financ Serv Mark 18:301–315

Lin C, Hsiao YJ, Yeh CY (2017) Financial literacy, financial advisors, and information sources on demand for life insurance. Pac Basin Finance J 43(March):218–237. https://doi.org/10.1016/j.pacfin.2017.04.002

Lown JM (2011) Development and validation of a Financial Self-Efficacy Scale. J Financial Couns Plann 22(2):54–63

Lusardi A, Mitchell OS (2007) Baby Boomer retirement security: the roles of planning, financial literacy, and housing wealth. J Monet Econ 54(1):205–224. https://doi.org/10.1016/j.jmoneco.2006.12.001

Maloney M, McCarthy A (2017) Understanding pension communications at the organizational level: insights from bounded rationality theory & implications for HRM. Hum Resource Manage Rev 27(2):338–352. https://doi.org/10.1016/j.hrmr.2016.08.001

Marjanovic Z, Fiksenbaum L, Greenglass E (2018) Financial threat correlates with acute economic hardship and behavioral intentions that can improve one’s personal finances and health. J Behav Experimental Econ 77(April):151–157. https://doi.org/10.1016/j.socec.2018.09.012

Marques S, Mariano J, Lima ML, Abrams D (2018) Are you talking to the future me? The moderator role of future self-relevance on the effects of aging salience in retirement savings. J Appl Soc Psychol 48(7):360–368. https://doi.org/10.1111/jasp.12516

McKechnie S (1992) Consumer buying behaviour in financial services: an overview. Int J Bank Mark 10(5):5–39. https://doi.org/10.1108/02652329210016803

Milner T, Rosenstreich D (2013a) A review of consumer decision-making models and development of a new model for financial services. J Financial Serv Mark 18(2):106–120. https://doi.org/10.1057/fsm.2013.7

Milner T, Rosenstreich D (2013b) Insights into mature consumers of financial services. J Consumer Mark 30(3):248–257. https://doi.org/10.1108/07363761311328919

Mitchell OS, Mukherjee A (2017) Assessing the demand for micro pensions among India’s poor. J Econ Ageing 9:30–40. https://doi.org/10.1016/j.jeoa.2016.05.004

Mitchell O, Utkus S (2003) Lessons from Behavioral Finance for Retirement Plan Design (PRC WP 2003-6). http://prc.wharton.upenn.edu/prc/prc.html

Modigliani F, Brumberg RH (1954) Utility analysis and the consumption function: an interpretation of cross-section data. In: Kurihara KK (ed) Post-Keynesian economics. Rutgers University Press, New Brunswick, pp 388–436

Moher D, Liberati A, Tetzlaff J, Altman DG, Altman D, Antes G, Atkins D, Barbour V, Barrowman N, Berlin JA, Clark J, Clarke M, Cook D, D’Amico R, Deeks JJ, Devereaux PJ, Dickersin K, Egger M, Ernst E, …, Tugwell P (2009) Preferred reporting items for systematic reviews and meta-analyses: the PRISMA statement. PLoS Med 6(7). https://doi.org/10.1371/journal.pmed.1000097

Monti M, Pelligra V, Martignon L, Berg N (2014) Retail investors and financial advisors: new evidence on trust and advice taking heuristics. J Bus Res 67(8):1749–1757. https://doi.org/10.1016/j.jbusres.2014.02.022

Mouna A, Anis J (2017) Financial literacy in Tunisia: its determinants and its implications on investment behavior. Res Int Bus Finance 39:568–577

Mullainathan S, Thaler R (2000) Massachusetts Institute of Technology Department of Economics Working Paper Series . September

Nga KH, Yeoh KK (2018) An exploratory model on retirement savings behaviour: a Malaysian study. Int J Bus Soc 19(3):637–659

OECD (2023) Old-age dependency ratio (indicator). https://doi.org/10.1787/e0255c98-en . Accessed 13 Oct 2023

Onwuegbuzie AJ, Collins KM (2007) A typology of mixed methods sampling designs in social science research. Qualitative Rep 12(2):474–498

Pallister JG, Wang HC, Foxall GR (2007) An application of the style/involvement model to financial services. Technovation 27(1–2):78–88. https://doi.org/10.1016/j.technovation.2005.10.001

Pan L, Pezzuti T, Lu W, Pechmann C (2019) Hyperopia and frugality: different motivational drivers and yet similar effects on consumer spending. J Bus Res 95(August 2018):347–356

Parise G, Peijnenburg K (2017) Understanding the Determinants of Financial Outcomes and Choices: The Role of Noncognitive Abilities. BIS Working Papers

Paul J, Rosado-Serrano A (2019) Gradual internationalization vs Born-Global/International new venture models: a review and research agenda. Int Mark Rev 36(6):830–858. https://doi.org/10.1108/IMR-10-2018-0280

Paul J, Criado AR (2020) The art of writing literature review: what do we know and what do we need to know? Int Bus Rev 29(4):101717. https://doi.org/10.1016/j.ibusrev.2020.101717

Paul J, Khatri P, Kaur Duggal H (2023) Frameworks for developing impactful systematic literature reviews and theory building: what, why and how? J Decis Syst 00(00):1–14. https://doi.org/10.1080/12460125.2023.2197700

Petkoska J, Earl JK (2009) Understanding the influence of demographic and psychological variables on Retirement Planning. Psychol Aging 24(1):245–251. https://doi.org/10.1037/a0014096

Piotrowska M (2019) The importance of personality characteristics and behavioral constraints for retirement saving. Econ Anal Policy 64:194–220

Plath DA, Stevenson TH (2005) Financial services consumption behavior across Hispanic American consumers. J Bus Res 58(8):1089–1099. https://doi.org/10.1016/j.jbusres.2004.03.003

Poterba JM (2015) Saver heterogeneity and the challenge of assessing retirement saving adequacy. Natl Tax J 68(2):377–388. https://doi.org/10.17310/ntj.2015.2.06

Potrich ACG, Vieira KM, Kirch G (2018) How well do women do when it comes to financial literacy? Proposition of an indicator and analysis of gender differences. J Behav Experimental Finance 17:28–41. https://doi.org/10.1016/j.jbef.2017.12.005

Rai D, Lin CW (2019) (Wilson). The influence of implicit self-theories on consumer financial decision making. Journal of Business Research , 95 (August 2018), 316–325. https://doi.org/10.1016/j.jbusres.2018.08.016

Ramalho TB, Forte D (2019) Financial literacy in Brazil – do knowledge and self-confidence relate with behavior? RAUSP Manage J 54(1):77–95. https://doi.org/10.1108/RAUSP-04-2018-0008

Rana J, Paul J (2017) Consumer behavior and purchase intention for organic food: a review and research agenda. J Retailing Consumer Serv 38(June):157–165. https://doi.org/10.1016/j.jretconser.2017.06.004

Ranyard R, McNair S, Nicolini G, Duxbury D (2020) An item response theory approach to constructing and evaluating brief and in-depth financial literacy scales. J Consum Aff 54(3):1121–1156. https://doi.org/10.1111/joca.12322

RBI Household Finance Committee (2017) Indian household finance. Reserve Bank of India, Mumbai

Ruefenacht M, Schlager T, Maas P, Puustinen P (2015) Drivers of long-term savings behavior from consumer’s perspective. Electron Libr 34(1):1–5

Scholz JK, Seshadri A, Khitatrakun S (2006) Are Americans saving “optimally” for retirement? J Polit Econ 114(4):607–643

Schuabb T, França LH, Amorim SM (2019) Retirement savings model tested with Brazilian private health care workers. Front Psychol 10(JULY):1–11. https://doi.org/10.3389/fpsyg.2019.01701

Schuhen M, Schurkmann S (2014) International Review of Economics Education. Int Rev Econ Educ 16:1–11

Segel-Karpas D, Werner P (2014) Perceived financial retirement preparedness and its correlates: a national study in Israel. Int J Aging Hum Dev 79(4):279–301. https://doi.org/10.1177/0091415015574177

Seth H, Talwar S, Bhatia A, Saxena A, Dhir A (2020) Consumer resistance and inertia of retail investors: Development of the resistance adoption inertia continuance (RAIC) framework. Journal of Retailing and Consumer Services , 55 (August 2019), 102071. https://doi.org/10.1016/j.jretconser.2020.102071

Sewell M (2008) Behavioural finance. Economist 389(8604):1–13. https://doi.org/10.1057/9780230280786_5

Shefrin HM, Thaler RH (1988) The behavioral life‐cycle hypothesis. Econ Inq 26(4):609–643

Shim S, Serido J, Tang C (2012) The ant and the grasshopper revisited: the present psychological benefits of saving and future oriented financial behavior. J Econ Psychol 33(1):155–165

Simon HA (1978) Information-processing theory of human problem solving. In: Handbook of learning and cognitive processes, vol 5, pp 271–295

Sivaramakrishnan S, Srivastava M, Rastogi A (2017) Attitudinal factors, financial literacy, and stock market participation. Int J Bank Mark 34(1):1–5

Snyder H (2019) Literature review as a research methodology: an overview and guidelines. J Bus Res 104(August):333–339. https://doi.org/10.1016/j.jbusres.2019.07.039

Stawski RS, Hershey DA, Jacobs-Lawson JM (2007) Goal clarity and financial planning activities as determinants of retirement savings contributions. Int J Aging Hum Dev 64(1):13–32. https://doi.org/10.2190/13GK-5H72-H324-16P2

Steinert JI, Zenker J, Filipiak U, Movsisyan A, Cluver LD, Shenderovich Y (2018) Do saving promotion interventions increase household savings, consumption, and investments in Sub-saharan Africa? A systematic review and meta-analysis. World Dev 104:238–256. https://doi.org/10.1016/j.worlddev.2017.11.018

Steinhart Y, Mazursky D (2010) Purchase availability and involvement antecedents among financial products. Int J Bank Mark 28(2):113–135. https://doi.org/10.1108/02652321011018314

Strömbäck C, Lind T, Skagerlund K, Västfjäll D, Tinghög G (2017) Does self-control predict financial behavior and financial well-being? J Behav Experimental Finance 14:30–38. https://doi.org/10.1016/j.jbef.2017.04.002

Strömbäck C, Skagerlund K, Västfjäll D, Tinghög G (2020) Subjective self-control but not objective measures of executive functions predict financial behavior and well-being. Journal of Behavioral and Experimental Finance , 27 . https://doi.org/10.1016/j.jbef.2020.100339

Tam L, Dholakia U (2014) Saving in cycles: how to get people to save more money. Psychol Sci 25(2):531–537. https://doi.org/10.1177/0956797613512129

Tang N, Baker A (2016) Self-esteem, financial knowledge and financial behavior. J Econ Psychol 54:164–176

Tate M, Evermann J, Gable G (2015) An integrated framework for theories of individual attitudes toward technology. Inform Manage 52(6):710–727. https://doi.org/10.1016/j.im.2015.06.005

Taylor MP, Jenkins SP, Sacker A (2011) Financial capability and psychological health. J Econ Psychol 32(5):710–723. https://doi.org/10.1016/j.joep.2011.05.006

Tennyson S, Yang HK (2014) The role of life experience in long-term care insurance decisions. Journal of Economic Psychology , 42 (2014), 175–188. https://doi.org/10.1016/j.joep.2014.04.002

Thaler BRH (1994) Psychology and savings policies. Am Econ Rev 84(2):175–179. http://www.jstor.org/stable/3132220

Thaler R (1980) Toward a positive theory of consumer choice. J Econ Behav Organ 1:39–60

Thaler RH (2005) Advances in behavioral finance. Adv Behav Finance 2:1–694. https://doi.org/10.2307/2329257

Thaler R, Shefrin H (1981) An economic theory of self-control. J Polit Econ 89(2):392–406

Tomar S, Kent Baker H, Kumar S, Hoffmann AOI (2021) Psychological determinants of retirement financial planning behavior. Journal of Business Research , 133 (November 2020), 432–449. https://doi.org/10.1016/j.jbusres.2021.05.007

Topa G, Moriano JA, Depolo M, Alcover CM, Morales JF (2009) Antecedents and consequences of retirement planning and decision-making: a meta-analysis and model. J Vocat Behav 75(1):38–55. https://doi.org/10.1016/j.jvb.2009.03.002

Topa G, Moriano JA, Depolo M, Alcover CM, Moreno A (2011) Retirement and wealth relationships: Meta-analysis and SEM. Res Aging 33(5):501–528. https://doi.org/10.1177/0164027511410549

Tranfield D, Denyer D, Smart P (2003) Towards a methodology for developing evidence-informed management knowledge by means of systematic review. Br J Manag 14(3):207–222. https://doi.org/10.1111/1467-8551.00375

Ülkümen G, Cheema A (2011) Framing goals to influence personal savings: the role of specificity and construal level. J Mark Res 48(6):958–969. https://doi.org/10.1509/jmr.09.0516

United Nations, Department of Economic and Social, Affairs PD (2020) (2019). World Population Ageing 2019. In United Nations . http://link.springer.com/chapter/10.1007/ 978-94-007-5204-7_6

Utkarsh, Pandey A, Ashta A, Spiegelman E, Sutan A (2020) Catch them young: impact of financial Socialization, financial literacy and attitude towards money on the financial well-being of young adults. Int J Consumer Stud 44(6):531–541. https://doi.org/10.1111/ijcs.12583

Valente TW, Paredes P, Poppe P (1998) Matching the message to the process: the relative ordering of knowledge, attitudes, and practices in behavior change research. Hum Commun Res 24(3):366–385

Van Rooij M, Teppa F (2014) Personal traits and individual choices: taking action in economic and non-economic decisions. J Econ Behav Organ 100:33–43

van Rooij M, Lusardi A, Alessie R (2011) Financial literacy and stock market participation. J Financ Econ 101(2):449–472. https://doi.org/10.1016/j.jfineco.2011.03.006

Van Rooij MCJ, Lusardi A, Alessie RJM (2011a) Financial literacy and retirement planning in the Netherlands. J Econ Psychol 32(4):593–608. https://doi.org/10.1016/j.joep.2011.02.004

van Schie RJG, Dellaert BGC, Donkers B (2015) Promoting later planned retirement: construal level intervention impact reverses with age. J Econ Psychol 50:124–131. https://doi.org/10.1016/j.joep.2015.06.010

Venkatesh V, Morris M, Davis G, Davis F (2003) Factors influencing the Use of M-Banking by academics: Case Study sms-based M-Banking. MIS Q 27(3):425–478

Vitt LA (2004) Consumers’ financial decisions and the psychology of values. J Financial Service Professionals 58(November):68–77. http://search.ebscohost.com/login.aspx?direct=true &db=bth&AN=14888952&site=ehost-live

Wang L, Lu W, Malhotra NK (2011) Demographics, attitude, personality, and credit card features correlate with credit card debt: a view from China. J Econ Psychol 32(1):179–193. https://doi.org/10.1016/j.joep.2010.11.006

World Economic Forum (2019) Investing in (and for) our future. Issue June. www.weforum.org

Xia T, Wang Z, Li K (2014) Financial literacy overconfidence and stock market participation. Soc Indic Res 119(3):1233–1245. https://doi.org/10.1007/s11205-013-0555-9

Xiao JJ, Chen C, Chen F (2014) Consumer financial capability and financial satisfaction. Soc Indic Res 118(1):415–432. https://doi.org/10.1007/s11205-013-0414-8

Yeung DY, Zhou X (2017) Planning for retirement: longitudinal effect on retirement resources and post-retirement well-being. Front Psychol 8:1300

Zhou R, Pham MT (2004) Promotion and prevention across mental accounts: when financial products dictate consumers’ investment goals. J Consum Res 31(1):125–135. https://doi.org/10.1086/383429

Download references

Acknowledgements

Authors would like to acknowledge the academicians and researchers who guided the search of the article and would like to thank the experts for the valuable inputs to refine the work.

There is no funding received for this research.

Author information

Authors and affiliations.

Symbiosis International (Deemed University), Pune, India

Kavita Karan Ingale

Symbiosis Institute of Operations Management, Symbiosis International (Deemed) University, Pune, India

Ratna Achuta Paluri

You can also search for this author in PubMed   Google Scholar

Contributions

Both authors contributed to the conceptualization, research design, methodology, analysis of the data,writing of the manuscript and its revision.

Corresponding author

Correspondence to Kavita Karan Ingale .

Ethics declarations

Conflict of interest.

The authors declare that there is no conflict of interest.

Additional information

Publisher’s note.

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

Rights and permissions

Springer Nature or its licensor (e.g. a society or other partner) holds exclusive rights to this article under a publishing agreement with the author(s) or other rightsholder(s); author self-archiving of the accepted manuscript version of this article is solely governed by the terms of such publishing agreement and applicable law.

Reprints and permissions

About this article

Ingale, K.K., Paluri, R.A. Retirement planning – a systematic review of literature and future research directions. Manag Rev Q (2023). https://doi.org/10.1007/s11301-023-00377-x

Download citation

Received : 14 December 2022

Accepted : 04 October 2023

Published : 28 October 2023

DOI : https://doi.org/10.1007/s11301-023-00377-x

Share this article

Anyone you share the following link with will be able to read this content:

Sorry, a shareable link is not currently available for this article.

Provided by the Springer Nature SharedIt content-sharing initiative

  • Retirement planning
  • Systematic literature review
  • Financial behavior
  • Household finance
  • Long-term savings
  • Pension plan
  • Financial literacy
  • TCCM framework
  • Find a journal
  • Publish with us
  • Track your research

Thank you for visiting nature.com. You are using a browser version with limited support for CSS. To obtain the best experience, we recommend you use a more up to date browser (or turn off compatibility mode in Internet Explorer). In the meantime, to ensure continued support, we are displaying the site without styles and JavaScript.

  • View all journals
  • My Account Login
  • Explore content
  • About the journal
  • Publish with us
  • Sign up for alerts
  • Open access
  • Published: 09 April 2024

Simultaneous rotary and linear displacement sensor based on soft pneumatic sensing chambers

  • Alireza Ghaffari 1 &
  • Yousef Hojjat 1  

Scientific Reports volume  14 , Article number:  8317 ( 2024 ) Cite this article

Metrics details

  • Electrical and electronic engineering
  • Mechanical engineering

Specific industrial or research applications necessitate specialized displacement measurement conditions, thereby driving researchers to innovate sensors based on novel operating principles. One such challenging condition is the prevalence of strong electromagnetic waves, which precludes using any sensor with a metallic structure or one that operates on electrical measurement principles. Additionally, space constraints in applications requiring multidimensional displacement measurements mandate the development of sensors capable of measuring displacements simultaneously in multiple directions. This paper introduces a novel soft sensor designed to simultaneously measure linear and rotational displacements using Soft Pneumatic Sensing Chambers (SPSCs). This sensor is unique in its ability to measure both linear and rotational movements and, due to its Electro-Magnetic Compatibility (EMC) and compact size, is suitable for environments with significant electromagnetic interference and spatial constraints. Furthermore, its flexibility makes it appropriate for body-interacting applications. The Abaqus software was employed to optimize the operating parameters. Subsequently, a laboratory setup was assembled, and the sensor's performance was assessed using two calibration methods: mathematical modeling and machine learning. According to the machine learning method, the accuracy in the linear and rotational directions was 0.49 mm and 5.4°, while the Root Mean Square Error (RMSE) was 0.05mm and 0.48°, respectively.

Introduction

The challenge of measuring multi-dimensional displacements has been a longstanding issue in the field of instrumentation. Various methods have been devised to address this need, most involving the separation of movements along different axes. This approach, however, increases both the required space and the complexity of the motion mechanisms. Conversely, recent research has yielded a limited number of methods for simultaneously measuring different degrees of freedom. These methods are primarily categorized into three groups: capacitive, magnetic, or optical 1 , 2 , 3 , 4 , 5 .

Rotary-linear movement is a type of multi-degree-of-freedom movement encountered in various applications, making its measurement crucial for developing closed-loop systems. Applications requiring the measurement of rotary and linear displacements include capping machines, pick-and-place tasks in production lines, needle insertion robots for biopsy procedures, laboratory processes such as Polymerase Chain Reaction (PCR) for sample displacement, handheld football game controllers, and remote control systems 6 , 7 , 8 , 9 . Gao et al. successfully measured rotary-linear movements using a surface encoder comprising a microstructured surface and a system for processing the light reflected from this surface 10 . Laser interferometry, another method, accurately measures two-dimensional movements despite its rotational range limitations 11 .

Image processing has also been employed to measure this movement, but it necessitates a high processing volume and space for installing the image sensors 6 . Anandan et al., as well as Kumar et al., managed to measure an axis's linear and rotational movements by measuring the capacity of 4 and 6 capacitors, respectively, and deriving its mathematical mode 7 , 12 . In another study, researchers managed to measure the simultaneous linear and rotational motions of an axis by utilizing triboelectric and electrostatic induction effects 13 . Among the weaknesses of these researches, we can point out their electromagnetic incompatibility due to their metallic structure and electrical measurement nature. The optic method, nearly the only available Electro-Magnetic Compatible (EMC) displacement measurement technique, has been employed in single-degree-of-freedom measurements 14 . Also, the mentioned methods are not electrically isolated and could not be used in explosive environments.

To address these weaknesses, the soft measurement technique has been employed in this research. The surge of interest in soft robotics in recent years has led to further advancements in the field of soft sensors. Before this development, the Force-Sensing Resistor (FSR) was the only soft sensor that had garnered significant research attention and commercialized. The popularity of this sensor can be ascribed to its flexibility and thinness, attributes absent in sensors with rigid mechanical structures. Soft sensors can be fabricated using more readily available and expedited methods, such as 3D printing and silicon rubber molding, and also exhibit resilience in diverse environments 15 , 16 . A notable characteristic of these sensors is that, unlike traditional sensors, they do not constrain the degrees of freedom of the objects being measured, making them suitable for measuring displacements with multiple degrees of freedom 17 , 18 , 19 . One such method, which has been proven effective for measuring movements with one degree of freedom, involves the use of Soft Pneumatic Sensing Chambers (SPSCs) 20 , 21 , 22 , 23 . This technique measures displacements by detecting changes in the air pressure trapped within flexible chambers.

In a previous article, we successfully introduced a Soft Pneumatic Rotary Encoder (SPRE) based on this measurement method 24 . The present article makes an effort to design, optimize, and fabricate a soft sensor for measuring simultaneous linear and rotational movements using a specific arrangement of SPSCs. Through this research, we were able to generalize the idea of SPRE to more complex and challenging multi-dimensional movements. This represents the first instance where the efficacy of SPSCs in multidimensional measurements is proven. Unique features of this sensor include electro-magnetic compatibility and electrical isolation from the object being measured, attributes that are a consequence of its non-electrical measurement nature and entirely non-metallic structure. As a result, this sensor is the only available rotary-linear sensor that can be employed without special shielding conditions or Electro-Magnetic interference (EMI) in MR-guided robots 25 . Owing to its ability to measure degrees of freedom simultaneously, this sensor requires minimal space, making it suitable for the confined space of MRI bore and any other applications with space limitations.

Additionally, the mechanical movement mechanism of the axes is simple and backlashless. The passivity of this measurement method allows its usage in hazardous environments, such as explosive atmospheres, and in applications involving direct contact with humans, such as rehabilitation equipment. On the other hand, in single-axis displacement measurement applications, this sensor has the capability to tolerate unwanted linear movements of the rotary actuator and unwanted rotary displacements of the linear actuator.

Calibrating multi-degree-of-freedom sensors presents another challenge: dealing with Multiple-Input Multiple-Output (MIMO) systems. MIMO systems can be calibrated by extracting mathematical equations or employing machine learning algorithms 23 . In a study referenced as 26 , the capacitance of 8 dielectric elastomers was utilized to compute the displacement of a 5-degree-of-freedom actuator. This study demonstrated that MIMO sensors could be calibrated using the Support Vector Machine (SVM), one of the machine learning algorithms. Kawato et al., by creating a system consisting of three two-axis Hall effect sensors and using the Gaussian Least-Squares Differential-correction (GLSDC) method to solve its mathematical model, introduced a sensor with three degrees of freedom 3 . In this article, both mathematical modeling and machine learning methods are evaluated.

The structure of the article is as follows: First, the concept design, functional mechanism, and sensor optimization using the finite element method are discussed. Then, the fabrication process of the sensor and its test setup is explained. Finally, the test results are stated and analyzed.

Materials and methods

Sensor concept and working principle.

In the SPRE study, the pressure inside of the SPSCs was employed to calculate the rotation of an eccentric shaft 24 . To overcome the decreased measurement sensitivity of each SPSC at the start and end of the measurement range, two SPSCs with a 90-degree phase difference were utilized. This approach was replicated in the present study, albeit with two sets of SPSCs (Fig.  1 a) and (Fig.  1 b). A 90-degree rotational phase difference between the two sets was considered to ensure the sensitivity of the sensor all over the working range. Rather than applying this phase difference to the SPSCs' placement, it was applied to the shaft by considering another eccentric axis (Fig.  1 c). The axis of symmetry shown in Fig.  1 d is considered as the reference axis in linear displacements, and the distance of this axis from reference point, which is the middle point of the shaft, represents the value of L. The deviation of each set from its straight configuration is called linear deviation (D), and its value when L = 0 is the initial linear deviation \(({D}_{0})\) . If \({D}_{0}\) is zero, the two sets will not have any phase difference in the linear direction and they will be parallel, as a result, the linear displacement measurement becomes impossible. Therefore, it is necessary to determine a non-zero value for \({D}_{0}\) . The direction of eccentricity and rotary reference axis are depicted in Fig.  1 e. The \(\theta\) parameter is calculated based on the angle between the direction of eccentricity and the reference rotary direction in set 1. To prevent any deviation and backlash in ball bearings, each set incorporated two rows of bearings. Consistent with our previous research, we employed the sbl15 model suction cup by Airbest as the SPSC 24 . This Nitrile Butadiene Rubber (NBR) suction cup features an active volume with a 15.5mm diameter and a 13.7 mm length. Its compact size and suitable number of steps in its active length informed this choice.

figure 1

Concept and parameters introduction: ( a ) schematic of the sensor representing the main concept, ( b ) chambers arrangement and \(L-\theta\) direction, ( c ) design of eccentricities, ( d ) linear deviation (D) and references, ( e ) eccentricity direction and rotary reference axis, ( f ) Initial contraction parameter (C), ( g ) the designed gauge which holds the sets on their home positions to connect to the ambient pressure during the initialization process.

Another influential parameter is the initial contraction ( C ), representing the SPSC's contraction amount at its maximum contraction (Fig.  1 f). For simplification, the SPSC-connected wall’s motion path is presumed to be circular. The impacts of parameters \({D}_{0}\) and C will be subsequently assessed via simulation in Section " Simulation ".

The sensor activation process commences with an initialization procedure, during which each set must return to its home position ( \(D=0\) and \(\theta =0^\circ\) for set1 and \(\theta =90^\circ\) for set2) and connect to the ambient air pressure. This ensures the repeatability of sensor calibration. A slot has been considered on the shaft to align the sets with their home positions, and two holes have been considered on the sensor casing. Additionally, a gauge (Fig.  1 g) has been designed. When the initialization pins coincide with the casing holes and the gauge makes contact with the initialization slot on the shaft, it aligns the sets with their reference angles. Moreover, by moving the shaft to contact the upper and lower boundaries of the initialization slot with the gauge, each set returns to its \(D=0\) point.

To eliminate the effect of temperature, a temperature neutralizer tube was placed inside a sheath along with other tubes. This closed-end tube continues inside the sensor and its pressure is constantly measured. This tube is connected to the ambient pressure with the help of a valve during the initial setup process. Because the temperature of this tube is the same as the temperature of the air trapped in other tubes, the result of dividing the pressure of SPSCs by the pressure of this tube will result in pressure ratio parameters ( \({R}_{1}, {R}_{2}, {R}_{3}, {R}_{4}\) ) independent of temperature. The R parameters are expressed in percentage.

The Fluid cavity tool of Abaqus software was utilized for the finite element simulation of the sensor. C and D 0 were applied to the initialization procedure through a displacement boundary condition. During the initialization process, wherever needed, the pressure was set to zero using the fluid cavity pressure boundary condition. A reference point was defined on the shaft and coupled to the shaft. Theta and El boundary conditions were applied to this point. Also, another point was defined on the eccentric axis, and by coupling it to the bearing cover, the role of the bearing was implemented. Due to the possibility of contact between the steps of SPSCs, self-contact interaction was applied to them. Tubes reduce the range of sensor pressure changes. In fact, pressure changes are attenuated by the ratio of SPSC volume to the total volume of trapped air. Tubes have been omitted in the simulation, so to apply this effect, the attenuation factor was multiplied by the ambient pressure. At first, a simulation was carried out to calculate the volume of SPSCs at the moment of connection to atmospheric pressure during the initialization process for each combination of C and D 0 . Considering the volume of the tubes, which is \(3534 {{\text{mm}}}^{3}\) , the range of attenuation factor was between 0.21 and 0.23, according to the different combinations of C and D 0 . The volume of the active portion of the SPSC without applying any deformation is about \(1330{{\text{mm}}}^{3}\) . This simulation was done assuming an ideal gas with a molar mass of \(28.8 {\text{g}}\) at \(25^\circ{\rm C}\) .

The sensor's rotational and linear motion ranges were deemed infinite and ± 6.5 mm, respectively. Due to symmetry, the simulation was conducted for one of the sets within the 0°–180° range. C , D 0 parameters should be selected so that the difference between the highest and lowest pressures observed during the working interval ( \(\Delta P\) ) is maximized. On the other hand, to keep the sensor fixed, we need a holding torque and holding force, and their maximum should be minimized.

Figure  2 a illustrates the pressure in chamber number 1, resulting from changing D . The \(D<2\) region is critical due to the low rate of pressure changes with D . Therefore, the D parameter should be designed in such a way that both sets do not locate in this region at the same time. This requirement is fulfilled if \({D}_{0}\ge 2{\text{mm}}\) is stipulated.

figure 2

Results of the simulation ( a ) the effects of \(D\) on gauge pressure in chamber 1 ( b ), ( c ), ( d ) the effects D 0 and C on the amplitude of the pressure change ( \(\Delta P\) ), maximum holding force and maximum holding torque of the sensor.

Based on Fig.  2 b, parameter C has an optimal value at 5mm where the pressure changes are maximum. In other words, this parameter causes the SPC working interval to be selected in such a way that the volume changes are maximum. The maximum amount of pressure will occur at \(D=0\) . Therefore, the maximum pressure observed in the entire working range is independent of the \({D}_{0}\) value. Increasing the value of \({D}_{0}\) will cause the SPSCs to be in the range with more tension, and we will face less pressures in the system. This increase in the pressure range is shown in the Fig.  2 b, which behaves almost linearly with \({D}_{0}\) . An increase in \({D}_{0}\) and a decrease in C increase the holding force and torque due to the increase in the extension of the SPSCs. The exponential form of these curves can be due to the exponential form present in the force–displacement diagrams of the SPSCs.

Per the graphs in Fig.  2 b–d, if the design objective is to augment the sensor's pressure variation range, a C value of 5 mm should be adopted. However, if the goal is to minimize the holding torque and holding force, a C value of 6mm is preferable. In this study, C  = 5 was selected as it represents a compromise between the torque and force parameters and maximizes ∆P. Since the influence of elevating the D 0 parameter on the ∆ P value is marginal (Fig.  2 b), but it considerably impacts force and particularly torque, the D 0 value was set at 2mm in this study to satisfy the condition \({D}_{0}\ge 2{\text{mm}}\) .

Fabrication and testing

The fabricated sensor is depicted in Fig.  3 . The casing and shaft were fabricated using 3D-printed Acrylonitrile Butadiene Styrene (ABS). Since the shaft is subjected to wear from linear movements, and Polyamide (PA) offers superior wear resistance compared to ABS, the shaft cover was 3D-printed from PA. A Polyurethane (PU) tube, with internal and external diameters of 1.5 mm and 3 mm, respectively, was employed to connect the SPSCs to the DAQ unit. Cyanoacrylate glue was used to affix the ball bearing cover to the SPSC, the SPSC to the casing, the tube to the SPSC, and the tube to the pressure sensor. Additionally, all the bearings utilized were made of polymer. The specifications of the fabricated sensor are detailed in Table 1 .

figure 3

Presented sensor and its test setup including two degrees of freedom displacement mechanism and displacement measurement sensors.

Five BMP280 sensors manufactured by Bosch were used to measure the pressure and temperature of four SPSCs and the ambient air. During the initialization procedure, pneumatic valves were used to connect the chambers to the ambient air. To assess the sensor's performance, a laboratory setup comprising two stepper motors designed to generate linear and rotary movements was assembled (Fig.  3 ). The rotational movements generated by one of the motors were converted into linear displacement via a 3 mm pitch lead screw. Additionally, a Nikon RX1800 rotary encoder, with 7200 steps per revolution, and an Opkon RTL-100 linear potentiometer were used to measure the rotary and linear movements, respectively. The pressure sensors data were transmitted to an Arduino Mega 2560 microcontroller via an SPI interface. This microcontroller was also employed to generate the rotational pulses of the stepper motor drivers and read the position sensors. The testing procedure involved positioning the sensor's linear position at 100 µm intervals and executing a full cycle of back-and-forth rotation in 1.8° steps to measure the SPSCs' pressure values. The sensor was evaluated in 5 complete cycles of longitudinal movements for three days. Meanwhile, in order to check the effectiveness of the presented method in compensating the effect of temperature, the ambient temperature was changed in the temperature range of 17–28 °C.

Results and discussion

The R charts derived from the experimental tests on the fabricated prototype are illustrated in Fig.  4 . The range of R ratio changes for SPSCs 1 and 2 is approximately \(7\) For SPSCs 3 and 4, it is about \(8.5\) . This disparity is attributed to the pressure range observed in the two sets, which is approximately 6 kPa for the SPSCs in the first set and about 8.9 kPa for the second set. This parameter was 9.8 kPa in the simulations, which closely aligns with the measured values in the second set. The sole factor that could account for the discrepancy between the simulation and the values obtained in set 2 is the errors introduced during manual assembly. These errors could encompass inaccuracies in part fabrication due to the limited precision of the 3D printer and errors in adhesive application.

figure 4

Results of the experimental tests ( a ) R1 and R2, ( b ) R3 and R4.

Sensor calibration

Before presenting calibration models, the uniqueness of each ( \(\theta ,L\) ) position for the possible combination of ( \({R}_{1},{R}_{2},{R}_{3},{R}_{4}\) ) input values should be examined. For this purpose, 1 million pairs of positions were randomly selected. Their R distance and spatial distance for each pair, such as m and n, were calculated using Eqs.  1 and 2 . These distance parameters have no physical meaning. In order to match the scale of the linear and rotary distances, they are normalized in Eq.  2 .

In order to ensure uniqueness, it is necessary for the data points to have no intersection with the horizontal axis except at the origin. As depicted in Fig.  5 , this criterion is almost met by the data points depicted in this diagram.

figure 5

R distance against spatial distance values calculated for 1 million pairs of data points.

The first approach employed for displacement calculation in this study is the Random Forest algorithm, one of the machine learning (ML) methods used for classification and regression. Random forest is an accurate algorithm that is robust to outliers and data noise. The Python programming language was used to implement the random forest regressor algorithm of the Sklearn library. Because data quality is highly important in machine learning, multiple actions have been taken to cleanse the dataset. The first phase entails configuring the pressure sensor, which transmits the pressure value after oversampling 16 times and IIR filtering with the coefficient of 2 in order to reduce noise and short-term fluctuations. In each position, pressure data were recorded two times in order to allow the model to learn the noise that might be associated with the measurement of the same position. Due to the discontinuity between the data at the start and end of the 0–360-degree measurement range and the inability to identify the periodic feature, the angle was substituted with its sine and cosine. After computing the R values in Excel software and eliminating wrong data received from serial port due to the high baud rate, the dataset was processed to the training phase. Moreover, the linear displacement data were normalized. Therefore, this algorithm maps four R values as inputs to three output features: sine and cosine of \(\theta\) and the normalized value of \(L\) . The solution process involves dividing all the collected data, approximately 870 K, into two parts: 435 K for training and 435 K for test. The splitting is done randomly by “train_test_split” function of the “scikit_learn” library. We should determine the number of decision trees and the height of each tree in the algorithm, which are specified by the parameters n_estimators and max_depth, respectively. Increasing n_estimators and max_depth parameters more than 150 and 50 was found to be ineffective. The error probability densities resulting from “ksdensity” function of Matlab software are illustrated in Fig.  6 . Characteristics of the proposed sensor with presented calibration methods are summarized in Table 2 .

figure 6

Error probability density ( a ) Rotary error, ( b ) Linear error.

In this research, an alternative means of calculating displacement involves using mathematical modeling (MM). Developing a mathematic model using analytical relationships for soft sensors is often unfeasible due to their non-linear behavior and complex deformation. A viable alternative for calibrating these sensors is to employ regression methods to derive a model without resorting to mechanical deformation relationships. To determine the transfer function, for instance, we analyzed the changes of R1 in R1-θ, R1-L, and R1-cos(θ) planes (Fig.  7 ).

figure 7

R1 diagram ( a ) in R1-L plane, ( b ) in R1-θ plane, ( c ) in R1-cos(θ) plane.

As observed in Fig.  7 b and c, with moving along L, the modulated cosine graph on R1 also shifts. This shift is assumed to be a third-degree polynomial. Conversely, when moving along the L direction, the amplitude of the waves initially increases and then decreases. Then, the amplitude of these cosine curves also fluctuates with L and is postulated to be of the third degree. Consequently, an equation of the following form was contemplated for this diagram:

Subsequently, four equations were derived for each of the R s. This non-linear system of equations was solved using the ‘fsolve’ command in Matlab. The initial guess, which is the position of the last computed point, was considered as an input to the ‘fsolve’ command. The error probability density resulting from this method for 435 K points of the working region is depicted in Fig.  8 . The accuracy and the Root Mean Square Error (RMSE) of this method are provided in (Table 2 ).

figure 8

Error probability density obtained from mathematic modeling ( a ) rotary measurement error, ( b ) linear measurement error.

ML method, in comparison to MM, yields higher accuracy and computation speed at the cost of higher RAM occupation. The ML model occupies 4 gigabytes of RAM space, and it takes around two milliseconds to compute each displacement using a dual-core Core i7 processor with a maximum frequency of 3.5 GHz. MM method, on the other hand, takes around 6 ms for the same task.

Also, due to the necessity of providing an initial guess to the ‘fsolve’ function, the accuracy of the predictions is directly affected by this value. In this paper, the last calculated value is given as an initial guess to this function. Meanwhile, the MM method does not require any initial value.

The hysteresis property is one of the parameters that considerably impacts the mechanical behavior of hyper-elastic materials. Although this effect may not disrupt the performance of soft actuators, it can have detrimental effects on the efficiency of soft sensors, compelling us to use computational methods to eliminate it. In the sensor presented in this research, due to the interactions of two SPSCs placed in a set, hysteresis may cause changes in pressure during reciprocating movements. For this reason, the effects of hysteresis on longitudinal and rotational measurements have been experimentally investigated in this section.

As shown in the Fig.  9 , although this effect was not observed in the rotary direction, in linear displacements, a maximum of 0.2 mm hysteresis was observed.

figure 9

Hysteresis analysis diagrams ( a ) θ value in forward and backward rotary movements, ( b ) L value in forward and backward linear movements.

The output of the fabricated sensor by placing it in a state of rest for 30 min is shown in Fig.  10 . The standard deviation of the data in this chart indicates the sensor resolution for two modes of rotary and linear measurements, which are mentioned in Table 2 27 . These values are more affected by the noise present in the data, the source of which is the noise on the pressure and temperature data of the BMP280 sensors. MM method is more susceptible to noise compared to ML method in linear measurements. Their performance is the same in rotary measurements.

figure 10

Measured values of stationary sensor during 30 min for ML and MM methods ( a ) rotary measurement, ( b ) linear measurement.

Dynamic response

The dynamic response of the sensor was evaluated up to a linear and rotational speed of 3 mm/s and 15 rpm with MM model. The graph obtained from this test at these two speeds and the resulting numerical values are shown in the Fig.  11 , Tables 3 and 4 . According to Fig.  11 , dynamic displacements in one direction will increase the measurement error in the other direction as well. These errors can be derived from the speed of data acquisition and the nature of pneumatic measurement.

figure 11

Dynamic response of sensor ( a ) linear response of the sensor at 3mm/s and its associated rotary error, ( b ) rotary response of the sensor at 15 RPM and its associated linear error.

A comparison of the performance characteristics of the proposed sensor with others is delineated in Table 5 .

Due to the all-polymer structure, this sensor is fully compatible with electromagnetic environments. Other methods are not at all suitable for use in these environments due to metal mechanisms and the nature of electrical measurement. The magnetic sensor has the lowest score due to more interference with these waves. On the other hand, due to the use of air as an interface in the measurements and the significant distance between the data acquisition unit and the sensor, it is electrically isolated from the measured object. This feature is established in optical sensors due to the distance between the source of emission and light reception with the object to be measured, but the applied fields in capacitive, triboelectric, and magnetic methods are an obstacle to isolation. The measurement method presented in this article is very economical due to the polymer structure and the type of pressure sensors used. However, other methods require more complex circuits and data acquisition equipment.

In conclusion, this study detailed the inception, design, testing, and assessment of the first soft sensor devised for the simultaneous measurement of linear and rotational displacements. The sensor was assembled using a series of SPSCs attached to a shaft. The efficacy of this sensor was appraised utilizing a setup tailored for linear and rotational displacements and calibration methodologies encompassing mathematical modelling and machine learning. The ML approach with random forest algorithm yielded superior outcomes compared to the alternative technique. As a result, within the linear movement range of ± 6.5 mm and rotational range of (0°–360°), the sensor's accuracy was ascertained to be 0.49 mm and 5.4°, respectively. By adjusting parameters such as tube length, eccentricity, initial contraction (C), and initial linear deflection ( \({D}_{0}\) ), the sensor could be designed according to the intended application.

This sensor embodies attributes that are unattainable in analogous measurement methods, such as:

No Electro-Magnetic interface (EMI) noise and the absence of electromagnetic wave emission. Additionally, the sensor lacks metal components, classifying it as an Electro-Magnetic Compatible (EMC) sensor.

Compact size due to simultaneous measurement of displacements and eliminating the movement mechanisms.

The capability to measure purely rotational movements without interference from concurrent linear movements along the L direction of the measured object. This is particularly advantageous in rehabilitation applications, as it minimizes movement constraints for individuals, thereby enhancing their comfort. This capability is also applicable in purely linear movement measurement scenarios, eliminating the need to restrict the object's rotational movements. This feature mitigates the stresses exerted on the sensor and actuator in industrial applications.

A more streamlined manufacturing process and cost-effectiveness compared to similar models.

Data availability

The code and dataset are available on: https://drive.google.com/drive/folders/1GX4ZJbJ_x1p9qLXqKUzTtiqSEdK7uUaM?usp=sharing .

Ottonelli, S. et al. A compact three degrees-of-freedom motion sensor based on the laser-self-mixing effect. IEEE Photonics Technol. Lett. 20 , 1360–1362 (2008).

Article   ADS   Google Scholar  

Girard, A. et al. Soft two-degree-of-freedom dielectric elastomer position sensor exhibiting linear behavior. IEEE/ASME Trans. Mechatron. 20 , 105–114 (2015).

Article   Google Scholar  

Kawato, Y. & Kim, W. Multi-degree-of-freedom precision position sensing and motion control using two-axis hall-effect sensors. J. Dyn. Syst. Meas. Contr. 128 , 980–988 (2006).

Kim, J.-A., Kim, K.-C., Bae, E. W., Kim, S. & Kwak, Y. K. Six-degree-of-freedom displacement measurement system using a diffraction grating. Rev. Sci. Instrum. 71 , 3214–3219 (2000).

Article   ADS   CAS   Google Scholar  

Lee, K.-M. & Zhou, D. A real-time optical sensor for simultaneous measurement of three-DOF motions. IEEE/ASME Trans. Mechatron. 9 , 499–507 (2004).

Bošnak, M. & Klančar, G. Fast and reliable alternative to encoder-based measurements of multiple 2-DOF rotary-linear transformable objects using a network of image sensors with application to table football. Sensors 20 , 3552 (2020).

Article   ADS   PubMed   PubMed Central   Google Scholar  

Anandan, N. & George, B. A wide-range capacitive sensor for linear and angular displacement measurement. IEEE Trans. Ind. Electron. 64 , 5728–5737 (2017).

El-Bannan, K., Chronik, B. A. & Salisbury, S. P. Development of an MRI-compatible, compact, rotary-linear Piezoworm actuator. J. Med. Dev. 9 , 014501 (2015).

Sugumar, D., Kong, L. X., Ismail, A., Ravichandran, M. & Su Yin, L. Rapid multi sample DNA amplification using rotary-linear polymerase chain reaction device (PCRDisc). Biomicrofluidics 6 , 014119 (2012).

Article   CAS   PubMed Central   Google Scholar  

Gao, W., Sato, S. & Arai, Y. A linear-rotary stage for precision positioning. Precis. Eng. 34 , 301–306 (2010).

Zhao, S., Wei, H. & Li, Y. Laser heterodyne interferometer for the simultaneous measurement of displacement and angle using a single reference retroreflector. Opt. Eng. 54 , 084112 (2015).

Anil-Kumar, A. S., Anandan, N., George, B. & Mukhopadhyay, S. C. Improved capacitive sensor for combined angular and linear displacement sensing. IEEE Sens J 19 , 10253–10261 (2019).

Zhang, X. et al. Self-powered triboelectric mechanical motion sensor for simultaneous monitoring of linear-rotary multi-motion. Nano Energy 108 , 108239 (2023).

Article   CAS   Google Scholar  

Huang, S. et al. An MR safe rotary encoder based on eccentric sheave and FBG sensors. In 2021 IEEE International Conference on Robotics and Automation (ICRA) 9410–9416 (IEEE, 2021). https://doi.org/10.1109/ICRA48506.2021.9561227

Pan, M. et al. Soft actuators and robotic devices for rehabilitation and assistance. Adv. Intell. Syst. 4 , 2100140 (2022).

Cafiso, D., Lantean, S., Pirri, C. F. & Beccai, L. Soft mechanosensing via 3D printing: A review. Adv. Intell. Syst. 5 , 2200373 (2023).

Zhang, H. & Wang, M. Y. Multi-axis soft sensors based on dielectric elastomer. Soft Robot 3 , 3–12 (2016).

Vogt, D. M., Park, Y.-L. & Wood, R. J. Design and characterization of a soft multi-axis force sensor using embedded microfluidic channels. IEEE Sens. J. 13 , 4056–4064 (2013).

Chin, K., Hellebrekers, T. & Majidi, C. Machine learning for soft robotic sensing and control. Adv. Intell. Syst. 2 , 1900171 (2020).

Tawk, C., Panhuis, M. I. H., Spinks, G. M. & Alici, G. Soft pneumatic sensing chambers for generic and interactive Human–Machine interfaces. Adv. Intell. Syst 1 , 1900002 (2019).

Tawk, C. et al. in 2020 3rd IEEE International Conference on Soft Robotics (RoboSoft) 446–451 (IEEE, 2020). https://doi.org/10.1109/RoboSoft48309.2020.9115978

Tawk, C. et al. Design, modeling, and control of a 3D printed monolithic soft robotic finger with embedded pneumatic sensing chambers. IEEE/ASME Trans. Mechatron. 26 , 876–887 (2021).

Tawk, C., Panhuis, M. I. H., Spinks, G. M., Alici, G. in 2020 IEEE/ASME International Conference on Advanced Intelligent Mechatronics (AIM) 922–927 (IEEE, 2020). https://doi.org/10.1109/AIM43001.2020.9158959

Ghaffari, A. & Hojjat, Y. A novel absolute rotary encoder based on soft pneumatic sensing chambers. IEEE Sens. J. 23 , 1999–2007 (2023).

Harrington, G. S., Wright, C. T. & Downs, J. H. A new vibrotactile stimulator for functional MRI. Hum. Brain Mapp. 10 , 140–145 (2000).

Article   CAS   PubMed   PubMed Central   Google Scholar  

Thérien, F. & Plante, J.-S. Design and calibration of a soft multiple degree of freedom motion sensor system based on dielectric elastomers. Soft Robot. 3 , 45–53 (2016).

Yavsan, E., Kara, M. R., Karali, M., Gokce, B. & Erismis, M. A. A novel high resolution miniaturized capacitive rotary encoder. Sens. Actuat. A Phys. 331 , 112992 (2021).

Download references

Author information

Authors and affiliations.

Department of Mechanical Engineering, Tarbiat Modares University, Tehran, Iran

Alireza Ghaffari & Yousef Hojjat

You can also search for this author in PubMed   Google Scholar

Contributions

A.G.: Conceptualization, investigation, data-analysis, writing-review and editing Y.H.: supervision, conceptualization, writing-review and editing.

Corresponding author

Correspondence to Yousef Hojjat .

Ethics declarations

Competing interests.

The authors declare no competing interests.

Additional information

Publisher's note.

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

Rights and permissions

Open Access This article is licensed under a Creative Commons Attribution 4.0 International License, which permits use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons licence, and indicate if changes were made. The images or other third party material in this article are included in the article's Creative Commons licence, unless indicated otherwise in a credit line to the material. If material is not included in the article's Creative Commons licence and your intended use is not permitted by statutory regulation or exceeds the permitted use, you will need to obtain permission directly from the copyright holder. To view a copy of this licence, visit http://creativecommons.org/licenses/by/4.0/ .

Reprints and permissions

About this article

Cite this article.

Ghaffari, A., Hojjat, Y. Simultaneous rotary and linear displacement sensor based on soft pneumatic sensing chambers. Sci Rep 14 , 8317 (2024). https://doi.org/10.1038/s41598-024-59168-3

Download citation

Received : 16 November 2023

Accepted : 08 April 2024

Published : 09 April 2024

DOI : https://doi.org/10.1038/s41598-024-59168-3

Share this article

Anyone you share the following link with will be able to read this content:

Sorry, a shareable link is not currently available for this article.

Provided by the Springer Nature SharedIt content-sharing initiative

By submitting a comment you agree to abide by our Terms and Community Guidelines . If you find something abusive or that does not comply with our terms or guidelines please flag it as inappropriate.

Quick links

  • Explore articles by subject
  • Guide to authors
  • Editorial policies

Sign up for the Nature Briefing newsletter — what matters in science, free to your inbox daily.

research method report

research method report

Preprint  

  • Preprint egusphere-2024-916

Source analyses of ambient VOCs considering reactive losses: methods of reducing loss effects, impacts of losses, and sources

Abstract. Chemical losses of ambient reactive volatile organic compounds (VOCs) is a long-term issue yet to be resolved in VOC source apportionments. These losses substantially reduce the concentrations of highly reactive species in the apportioned factor profiles and result in the underestimation of source contributions. This review assesses the common methods and existing issues in ways to reduce losses and loss impacts in source analyses and suggest research directions for improved VOC source apportionments. Positive Matrix Factorization (PMF) is now the main VOC source analysis method compared to other mathematical models. The issue in using any apportionment tool is the processing of the data to be analyzed to reduce the impacts of reactive losses. Estimating the initial concentrations of ambient VOCs based on photochemical age has become the primary approach to reduce reactive loss effects in PMF except for selecting low reactivity species or nighttime data into the analysis. Currently, the initial concentration method only considers daytime reactions with hydroxyl (•OH) radicals. However, the •OH rate constants vary with temperature and that has not been considered. Losses from reactions with O 3 and NO 3 radicals especially for alkene species remain to be included. Thus, the accuracy of the photochemical-age estimation is uncertain. Beyond developing accurate quantitative approaches for reactive losses, source analyses methods for the consumed VOCs and the accurate quantification of different source contributions to O 3 and secondary organic aerosols are important additional directions for future research.

  • Preprint (PDF, 1296 KB)
  • Supplement (959 KB)
  • Preprint (1296 KB)
  • Metadata XML

Mendeley

Status : open (until 20 May 2024)

Report abuse

Please provide a reason why you see this comment as being abusive. You might include your name and email but you can also stay anonymous.

Please provide a reason why you see this comment as being abusive.

Please confirm reCaptcha.

Mendeley

https://doi.org/10.5194/egusphere-2024-916-supplement

  • Supplement: 3

Viewed (geographical distribution)

Baoshuang liu, shaojie song, yinchang feng, philip k. hopke.

Home Toggle navigation FR Toggle Search Search the site Search About us About us Head office Regional offices History Archives Background materials Photos and videos Accessibility Contact us Corporate governance Board of Directors Governing Council and Senior Management Governance documents Educational resources The Economy, Plain and Simple Explainers Financial education resources Careers Take a central role at the Bank of Canada with our current opportunities and scholarships.

Interest Rate Announcement and Monetary Policy Report

09:45 (ET) On eight scheduled dates each year, the Bank of Canada announces the setting for the overnight rate target in a press release explaining the factors behind the decision. Four times a year, Governing Council presents the Monetary Policy Report : the Bank’s base-case projection for inflation and growth in the Canadian economy, and its assessment of risks.

See the media advisory .

We use cookies to help us keep improving this website.

IMAGES

  1. Methodology Sample In Research : Research Support: Research Methodology

    research method report

  2. 010 Format Methodology Research Paper ~ Museumlegs

    research method report

  3. The seven steps for the scientific method and the appropriate research

    research method report

  4. how to write a method in science report

    research method report

  5. How To Write The Methodology Part Of A Research Paper ~ Alice Writing

    research method report

  6. SCIENCE LAB REPORT EXAMPLE in Word and Pdf formats

    research method report

VIDEO

  1. LIM Report Out

  2. Leeds Improvement Method Report Out

  3. LIM Report Out

  4. LIM Report Out

  5. LIM Report Out

  6. LIM Report Out

COMMENTS

  1. Research Report

    Research Report is a written document that presents the results of a research project or study, including the research question, methodology, results, and conclusions, in a clear and objective manner. ... For example, a research report on a new teaching methodology could provide insights and ideas for educators to incorporate into their own ...

  2. What Is a Research Methodology?

    Step 1: Explain your methodological approach. Step 2: Describe your data collection methods. Step 3: Describe your analysis method. Step 4: Evaluate and justify the methodological choices you made. Tips for writing a strong methodology chapter. Other interesting articles.

  3. Research Methods

    Research methods are specific procedures for collecting and analyzing data. Developing your research methods is an integral part of your research design. When planning your methods, there are two key decisions you will make. First, decide how you will collect data. Your methods depend on what type of data you need to answer your research question:

  4. Your Step-by-Step Guide to Writing a Good Research Methodology

    Provide the rationality behind your chosen approach. Based on logic and reason, let your readers know why you have chosen said research methodologies. Additionally, you have to build strong arguments supporting why your chosen research method is the best way to achieve the desired outcome. 3. Explain your mechanism.

  5. (PDF) Research Methodology WRITING A RESEARCH REPORT

    Nature of Research Qualitative Research Report This is the type of report is written for qualitative research. It outlines the methods, processes, and findings of a qualitative method of ...

  6. Writing a Research Report in American Psychological Association (APA

    Identify the major sections of an APA-style research report and the basic contents of each section. Plan and write an effective APA-style research report. ... The abstract presents the research question, a summary of the method, the basic results, and the most important conclusions. Because the abstract is usually limited to about 200 words, it ...

  7. How to Write Your Methods

    Your Methods Section contextualizes the results of your study, giving editors, reviewers and readers alike the information they need to understand and interpret your work. Your methods are key to establishing the credibility of your study, along with your data and the results themselves. A complete methods section should provide enough detail ...

  8. Writing up a Research Report

    Write up a state-of-the-art research report. Understand how to use scientific language in research reports. Develop a structure for your research report that comprises all relevant sections. Assess the consistency of your research design. Avoid dumbfounding your reader with surprising information.

  9. Writing a Research Report

    This review is divided into sections for easy reference. There are five MAJOR parts of a Research Report: 1. Introduction 2. Review of Literature 3. Methods 4. Results 5. Discussion. As a general guide, the Introduction, Review of Literature, and Methods should be about 1/3 of your paper, Discussion 1/3, then Results 1/3.

  10. Scientific Reports

    Here is the basic format scientists have designed for research reports: Introduction; Methods and Materials; Results; Discussion; ... testing it, and deciding whether your findings support the hypothesis. In essence, the format for a research report in the sciences mirrors the scientific method but fleshes out the process a little. Below, you ...

  11. How to Write Research Methodology in 2024: Overview, Tips, and

    Methodology in research is defined as the systematic method to resolve a research problem through data gathering using various techniques, providing an interpretation of data gathered and drawing conclusions about the research data. Essentially, a research methodology is the blueprint of a research or study (Murthy & Bhojanna, 2009, p. 32).

  12. A Practical Guide to Writing Quantitative and Qualitative Research

    INTRODUCTION. Scientific research is usually initiated by posing evidenced-based research questions which are then explicitly restated as hypotheses.1,2 The hypotheses provide directions to guide the study, solutions, explanations, and expected results.3,4 Both research questions and hypotheses are essentially formulated based on conventional theories and real-world processes, which allow the ...

  13. PDF Writing a Research Report

    Use the section headings (outlined above) to assist with your rough plan. Write a thesis statement that clarifies the overall purpose of your report. Jot down anything you already know about the topic in the relevant sections. 3 Do the Research. Steps 1 and 2 will guide your research for this report.

  14. PDF research methods & reporting

    research question. It uses explicit, systematic methods that are selected to minimise bias, thus providing reliable findings from which conclusions can be drawn and deci-sions made. Meta-analysis is the use of statistical methods to summarise and combine the results of independent studies. Many systematic reviews contain meta-analyses, but not all.

  15. PDF How to Write an Effective Research REport

    Abstract. This guide for writers of research reports consists of practical suggestions for writing a report that is clear, concise, readable, and understandable. It includes suggestions for terminology and notation and for writing each section of the report—introduction, method, results, and discussion. Much of the guide consists of ...

  16. Research reports

    An outline of the research questions and hypotheses; the assumptions or propositions that your research will test. Literature Review. Not all research reports have a separate literature review section. In shorter research reports, the review is usually part of the Introduction. A literature review is a critical survey of recent relevant ...

  17. Research Report: Definition, Types + [Writing Guide]

    A research report is a well-crafted document that outlines the processes, data, and findings of a systematic investigation. It is an important document that serves as a first-hand account of the research process, and it is typically considered an objective and accurate source of information.

  18. The BMJ research methods & reporting

    Continue to all research methods & reporting articles. RMR articles discuss the nuts and bolts of doing and writing up research. For doctors interested in doing and interpreting clinical research. Also papers that present new or updated research reporting guidelines.

  19. Writing up a Research Report

    Provide details only in the body of your report. So, this is the foundation on which you build the logical next step to reach a conclusion that answers your research question. Try to keep the structure of the introduction simple. An effective way is to start with a rather general statement about the topic.

  20. Research Report: Definition, Types, Guide

    A research report is a collection of contextual data, gathered through organized research, that provides new insights into a particular challenge (which, for this article, is business-related). Research reports are a time-tested method for distilling large amounts of data into a narrow band of focus.

  21. Research Reports: Definition and How to Write Them

    Research reports are recorded data prepared by researchers or statisticians after analyzing the information gathered by conducting organized research, typically in the form of surveys or qualitative methods. A research report is a reliable source to recount details about a conducted research. It is most often considered to be a true testimony ...

  22. PDF cdn-dynmedia-1.microsoft.com

    cdn-dynmedia-1.microsoft.com

  23. 11.2 Writing a Research Report in American Psychological Association

    An APA-style research report begins with a title page. The title is centered in the upper half of the page, with each important word capitalized. The title should clearly and concisely (in about 12 words or fewer) communicate the primary variables and research questions. ... The abstract presents the research question, a summary of the method ...

  24. Retirement planning

    A systematic review is based on reproducible methods and is subject to identification, organization, and critical assessment of the field of study (Snyder 2019; Tranfield et al. 2003).It is a proven method for synthesizing the knowledge base transparently, unlike traditional narrative reviews, which are likely to suffer from researcher bias in the selection and absence of diligence (Tranfield ...

  25. Projections of Disability in the Department of Defense Workforce

    This report is part of the RAND research report series. RAND reports present research findings and objective analysis that address the challenges facing the public and private sectors. All RAND reports undergo rigorous peer review to ensure high standards for research quality and objectivity.

  26. Simultaneous rotary and linear displacement sensor based on soft

    Conversely, recent research has yielded a limited number of methods for simultaneously measuring different degrees of freedom. These methods are primarily categorized into three groups: capacitive ...

  27. Source analyses of ambient VOCs considering reactive losses: methods of

    Abstract. Chemical losses of ambient reactive volatile organic compounds (VOCs) is a long-term issue yet to be resolved in VOC source apportionments. These losses substantially reduce the concentrations of highly reactive species in the apportioned factor profiles and result in the underestimation of source contributions. This review assesses the common methods and existing issues in ways to ...

  28. Election Official Turnover Rates from 2000-2024

    The methodology, content, and recommendations of this report have been informed by BPC's Election Workforce Advisory Council and Task Force on Elections. This research was supported by the Election Trust Initiative, a nonpartisan grant-making organization working to strengthen the field of election administration. Introduction

  29. Interest Rate Announcement and Monetary Policy Report

    09:45 (ET)On eight scheduled dates each year, the Bank of Canada announces the setting for the overnight rate target in a press release explaining the factors behind the decision. Four times a year, Governing Council presents the Monetary Policy Report: the Bank's base-case projection for inflation and growth in the Canadian economy, and its assessment of risks.