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How to Write an APA Methods Section | With Examples

Published on February 5, 2021 by Pritha Bhandari . Revised on June 22, 2023.

The methods section of an APA style paper is where you report in detail how you performed your study. Research papers in the social and natural sciences often follow APA style. This article focuses on reporting quantitative research methods .

In your APA methods section, you should report enough information to understand and replicate your study, including detailed information on the sample , measures, and procedures used.

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Table of contents

Structuring an apa methods section.

Participants

Example of an APA methods section

Other interesting articles, frequently asked questions about writing an apa methods section.

The main heading of “Methods” should be centered, boldfaced, and capitalized. Subheadings within this section are left-aligned, boldfaced, and in title case. You can also add lower level headings within these subsections, as long as they follow APA heading styles .

To structure your methods section, you can use the subheadings of “Participants,” “Materials,” and “Procedures.” These headings are not mandatory—aim to organize your methods section using subheadings that make sense for your specific study.

Note that not all of these topics will necessarily be relevant for your study. For example, if you didn’t need to consider outlier removal or ways of assigning participants to different conditions, you don’t have to report these steps.

The APA also provides specific reporting guidelines for different types of research design. These tell you exactly what you need to report for longitudinal designs , replication studies, experimental designs , and so on. If your study uses a combination design, consult APA guidelines for mixed methods studies.

Detailed descriptions of procedures that don’t fit into your main text can be placed in supplemental materials (for example, the exact instructions and tasks given to participants, the full analytical strategy including software code, or additional figures and tables).

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Begin the methods section by reporting sample characteristics, sampling procedures, and the sample size.

Participant or subject characteristics

When discussing people who participate in research, descriptive terms like “participants,” “subjects” and “respondents” can be used. For non-human animal research, “subjects” is more appropriate.

Specify all relevant demographic characteristics of your participants. This may include their age, sex, ethnic or racial group, gender identity, education level, and socioeconomic status. Depending on your study topic, other characteristics like educational or immigration status or language preference may also be relevant.

Be sure to report these characteristics as precisely as possible. This helps the reader understand how far your results may be generalized to other people.

The APA guidelines emphasize writing about participants using bias-free language , so it’s necessary to use inclusive and appropriate terms.

Sampling procedures

Outline how the participants were selected and all inclusion and exclusion criteria applied. Appropriately identify the sampling procedure used. For example, you should only label a sample as random  if you had access to every member of the relevant population.

Of all the people invited to participate in your study, note the percentage that actually did (if you have this data). Additionally, report whether participants were self-selected, either by themselves or by their institutions (e.g., schools may submit student data for research purposes).

Identify any compensation (e.g., course credits or money) that was provided to participants, and mention any institutional review board approvals and ethical standards followed.

Sample size and power

Detail the sample size (per condition) and statistical power that you hoped to achieve, as well as any analyses you performed to determine these numbers.

It’s important to show that your study had enough statistical power to find effects if there were any to be found.

Additionally, state whether your final sample differed from the intended sample. Your interpretations of the study outcomes should be based only on your final sample rather than your intended sample.

Write up the tools and techniques that you used to measure relevant variables. Be as thorough as possible for a complete picture of your techniques.

Primary and secondary measures

Define the primary and secondary outcome measures that will help you answer your primary and secondary research questions.

Specify all instruments used in gathering these measurements and the construct that they measure. These instruments may include hardware, software, or tests, scales, and inventories.

• To cite hardware, indicate the model number and manufacturer.
• To cite common software (e.g., Qualtrics), state the full name along with the version number or the website URL .
• To cite tests, scales or inventories, reference its manual or the article it was published in. It’s also helpful to state the number of items and provide one or two example items.

Make sure to report the settings of (e.g., screen resolution) any specialized apparatus used.

For each instrument used, report measures of the following:

• Reliability : how consistently the method measures something, in terms of internal consistency or test-retest reliability.
• Validity : how precisely the method measures something, in terms of construct validity  or criterion validity .

Giving an example item or two for tests, questionnaires , and interviews is also helpful.

Describe any covariates—these are any additional variables that may explain or predict the outcomes.

Quality of measurements

Review all methods you used to assure the quality of your measurements.

These may include:

• training researchers to collect data reliably,
• using multiple people to assess (e.g., observe or code) the data,
• translation and back-translation of research materials,
• using pilot studies to test your materials on unrelated samples.

For data that’s subjectively coded (for example, classifying open-ended responses), report interrater reliability scores. This tells the reader how similarly each response was rated by multiple raters.

Report all of the procedures applied for administering the study, processing the data, and for planned data analyses.

Data collection methods and research design

Data collection methods refers to the general mode of the instruments: surveys, interviews, observations, focus groups, neuroimaging, cognitive tests, and so on. Summarize exactly how you collected the necessary data.

Describe all procedures you applied in administering surveys, tests, physical recordings, or imaging devices, with enough detail so that someone else can replicate your techniques. If your procedures are very complicated and require long descriptions (e.g., in neuroimaging studies), place these details in supplementary materials.

To report research design, note your overall framework for data collection and analysis. State whether you used an experimental, quasi-experimental, descriptive (observational), correlational, and/or longitudinal design. Also note whether a between-subjects or a within-subjects design was used.

For multi-group studies, report the following design and procedural details as well:

• how participants were assigned to different conditions (e.g., randomization),
• instructions given to the participants in each group,
• interventions for each group,
• the setting and length of each session(s).

Describe whether any masking was used to hide the condition assignment (e.g., placebo or medication condition) from participants or research administrators. Using masking in a multi-group study ensures internal validity by reducing research bias . Explain how this masking was applied and whether its effectiveness was assessed.

Participants were randomly assigned to a control or experimental condition. The survey was administered using Qualtrics (https://www.qualtrics.com). To begin, all participants were given the AAI and a demographics questionnaire to complete, followed by an unrelated filler task. In the control condition , participants completed a short general knowledge test immediately after the filler task. In the experimental condition, participants were asked to visualize themselves taking the test for 3 minutes before they actually did. For more details on the exact instructions and tasks given, see supplementary materials.

Data diagnostics

Outline all steps taken to scrutinize or process the data after collection.

This includes the following:

• Procedures for identifying and removing outliers
• Data transformations to normalize distributions
• Compensation strategies for overcoming missing values

To ensure high validity, you should provide enough detail for your reader to understand how and why you processed or transformed your raw data in these specific ways.

Analytic strategies

The methods section is also where you describe your statistical analysis procedures, but not their outcomes. Their outcomes are reported in the results section.

These procedures should be stated for all primary, secondary, and exploratory hypotheses. While primary and secondary hypotheses are based on a theoretical framework or past studies, exploratory hypotheses are guided by the data you’ve just collected.

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This annotated example reports methods for a descriptive correlational survey on the relationship between religiosity and trust in science in the US. Hover over each part for explanation of what is included.

The sample included 879 adults aged between 18 and 28. More than half of the participants were women (56%), and all participants had completed at least 12 years of education. Ethics approval was obtained from the university board before recruitment began. Participants were recruited online through Amazon Mechanical Turk (MTurk; www.mturk.com). We selected for a geographically diverse sample within the Midwest of the US through an initial screening survey. Participants were paid USD $5 upon completion of the study.

A sample size of at least 783 was deemed necessary for detecting a correlation coefficient of ±.1, with a power level of 80% and a significance level of .05, using a sample size calculator (www.sample-size.net/correlation-sample-size/).

The primary outcome measures were the levels of religiosity and trust in science. Religiosity refers to involvement and belief in religious traditions, while trust in science represents confidence in scientists and scientific research outcomes. The secondary outcome measures were gender and parental education levels of participants and whether these characteristics predicted religiosity levels.

Religiosity

Religiosity was measured using the Centrality of Religiosity scale (Huber, 2003). The Likert scale is made up of 15 questions with five subscales of ideology, experience, intellect, public practice, and private practice. An example item is “How often do you experience situations in which you have the feeling that God or something divine intervenes in your life?” Participants were asked to indicate frequency of occurrence by selecting a response ranging from 1 (very often) to 5 (never). The internal consistency of the instrument is .83 (Huber & Huber, 2012).

Trust in Science

Trust in science was assessed using the General Trust in Science index (McCright, Dentzman, Charters & Dietz, 2013). Four Likert scale items were assessed on a scale from 1 (completely distrust) to 5 (completely trust). An example question asks “How much do you distrust or trust scientists to create knowledge that is unbiased and accurate?” Internal consistency was .8.

Potential participants were invited to participate in the survey online using Qualtrics (www.qualtrics.com). The survey consisted of multiple choice questions regarding demographic characteristics, the Centrality of Religiosity scale, an unrelated filler anagram task, and finally the General Trust in Science index. The filler task was included to avoid priming or demand characteristics, and an attention check was embedded within the religiosity scale. For full instructions and details of tasks, see supplementary materials.

For this correlational study , we assessed our primary hypothesis of a relationship between religiosity and trust in science using Pearson moment correlation coefficient. The statistical significance of the correlation coefficient was assessed using a t test. To test our secondary hypothesis of parental education levels and gender as predictors of religiosity, multiple linear regression analysis was used.

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

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

Methodology

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

Research bias

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

In your APA methods section , you should report detailed information on the participants, materials, and procedures used.

• Describe all relevant participant or subject characteristics, the sampling procedures used and the sample size and power .
• Define all primary and secondary measures and discuss the quality of measurements.
• Specify the data collection methods, the research design and data analysis strategy, including any steps taken to transform the data and statistical analyses.

You should report methods using the past tense , even if you haven’t completed your study at the time of writing. That’s because the methods section is intended to describe completed actions or research.

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

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

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How to Write a Methods Section for a Psychology Paper

Tips and Examples of an APA Methods Section

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

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

Verywell / Brianna Gilmartin 

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

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

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

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

What to Include in a Method Section

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

• Research design
• Participants
• Participant behavior

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

Components of a Method Section

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

Participants 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Tips for How to Write a Methods Section

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

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

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

A Word From Verywell

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

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

Frequently Asked Questions

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

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

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

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

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

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

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

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

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

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• How to Write Your Methods

Ensure understanding, reproducibility and replicability

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

Why Methods Matter

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

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

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

What to include in your methods section

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

A constant principle of rigorous science

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

Imagine replicating your own work, years in the future

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

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

Tip: Be sure to capture any changes to your protocols

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

Visual aids for methods help when reading the whole paper

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

Ethical Considerations

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

Existing standards, checklists, guidelines, partners

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

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

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

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

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

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

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

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

Summary Writing tips

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

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

Don’t

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

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

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

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

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APA Methods Section – How To Write It With Examples

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The APA methods section is a very important part of your academic paper, displaying how you conducted your research by providing a precise description of the methods and procedures you used for the study. This section ensures transparency, allowing other researchers to see exactly how you conducted your experiments. In APA style , the methods section usually includes subsections on participants, materials or measures, and procedures. This article discusses the APA methods section in detail.

Inhaltsverzeichnis

• 1 APA Methods Section – In a Nutshell
• 2 Definition: APA Methods Section
• 3 APA Methods Section: Structure
• 4 APA Methods Section: Participants
• 5 APA Methods Section: Materials
• 6 APA Methods Section: Procedure

APA Methods Section – In a Nutshell

• The APA methods section covers the participants, materials, and procedures.
• Under the ‘Participants’ heading of the APA methods section, you should state the relevant demographic characteristics of your participants.
• Accurately reporting the facts of the study can help other researchers determine how much the results can be generalized.

Definition: APA Methods Section

The APA methods section describes the procedures you used to carry out your research and explains why particular processes were selected. It allows other researchers to replicate the study and make their own conclusions on the validity of the experiment.

APA Methods Section: Structure

• The main heading of the APA methods section should be written in bold and should be capitalized. It also has to be centered.
• All subheadings should be aligned to the left and must be boldfaced. You should select subheadings that are suitable for your essay, and the most commonly used include ‘Participants’, ‘Materials’, and ‘Procedure’.

Heading formats:

APA format has certain requirements for reporting different research designs. You should go through these guidelines to determine what you should mention for research using longitudinal designs , replication studies, and experimental designs .

APA Methods Section: Participants

Under this subheading, you will have to report on the sample characteristics, the procedures used to collect samples, and the sample size selected.

Subject or Participant Characteristics

In academic studies, ‘participants’ refers to the people who take part in a study. If animals are used instead of human beings, the researcher can use the term ‘subjects’. In this subheading of the APA methods section, you have to describe the demographic characteristics of the participants, including their age, sex, race, ethnic group, education level, and gender identity. Depending on the nature of the study, other characteristics may be important. Some of these include:

• Education levels
• Language preference
• Immigration status

By describing the characteristics of the participants, readers will be able to determine how much the results can be generalized. Make sure you use bias-free language when writing this part of the APA methods section.

The study included 100 homosexual men and 100 homosexual women aged between 30 and 50 years from the city of London, UK.

Sampling Procedures

When selecting participants for your study, you will have to use certain sampling procedures. If the study could access all members of the population, you can say that you used random sampling methods. This section of the APA methods section should cover the percentage of respondents who participated in the research, and how they were chosen. You also need to state how participants were compensated and the ethical standard followed.

• Transgender male students from London were invited to participate in a study.
• Invites were sent to the students via email, social media posts, and posters in the schools.
• Each participant received $10 for the time spent in the study.
• The research obtained ethical approval before the participants were recruited.

Sample Size and Statistical Power

In this part of the APA methods section, you should give details on the sample size and statistical power you aimed at achieving. You should mention whether the final sample was the same as the intended sample. This section should show whether your research had enough statistical power to find any effects.

• The study aimed at a statistical power of 75% to detect an effect of 10% with an alpha of .05.
• 200 participants were required, and the study fulfilled these conditions.

APA Methods Section: Materials

Readers also need to know the materials you used for the study. This part of the APA methods section will give other researchers a good picture of the methods used to conduct the study.

Primary and secondary measures

Here, you should indicate the instruments used in the study, as well as the constructs they were meant to measure. Some of these are inventories, scales, tests, software, and hardware. Make sure you cover the following aspects:

• Reliability
• The Traumatic Stress Schedule (TSS) was used to measure the exposure to traumatic events.
• This 10-item chart requires participants to report lifelong exposure to traumatic stress.
• For example, they could indicate whether they suffered the traumatic death of a loved one.
• The Davidson Trauma Scale was also used to assess the symptoms of trauma.

Under this subheading of the APA methods section, you should also mention covariates or additional variables that can explain the outcomes.

Quality of measurements

You can mention the strategies you applied to ensure data integrity and reliability. These may include:

• Training the interviewers
• Establishing clear data nominalization procedures
• Rigorous data handling and analysis processes
• Having multiple people assess the data

If the data was subjectively coded, you should indicate the interrater reliability scores in the APA methods section.

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APA Methods Section: Procedure

This part of the APA methods section indicates the methods you used to carry out the research, process the data, and analyze the results.

Research Design and Data Collection Methods

Data collection is the systematic gathering of observations and measurements, and you have to describe all procedures used in this process. You can use supplementary materials to describe long and complicated data collection methods.

When reporting the research design, you should mention the framework of the study. This could be experimental, longitudinal, correlational, or descriptive. Additionally, you should mention whether you used a between-subjects design or within-subjects design .

In this part of the APA methods section, you should also mention whether any masking methods were used to hide condition assignments from the participants.

• Participants are told the research takes an hour covers their personal experiences in school.
• They were assured that the reports would be confidential and were asked to give consent.
• The participants were asked to fill in questionnaires .
• The control group was given an unrelated filler task, after which they filled a questionnaire.
• It was determined the experiences of homosexual and CIS-gendered students varied.

Data diagnostics

This part of the APA method section outlines the steps taken to process the data. It includes:

• Methods of identifying and controlling outliers
• Data transformation procedures
• Methods of compensating for missing values

Analytic strategies

This subheading of the APA methods section describes the analytic strategies used, but you shouldn’t mention the outcomes. The primary and secondary hypotheses use past studies or theoretical frameworks , while exploratory hypotheses focus on the data in the study.

We started by assessing the demographic differences between the two groups. We also performed an independent samples t-test on the test scores .

What are the parts of an APA methods section?

In this section, you should include the study participants, the methods used, and the procedures.

What is included in the APA methods section?

The methods section covers the participants or subject characteristics, the sampling procedures, the sample size, the measures used, the data collection methods, the research design, the data analysis strategy, and the data processing method.

Should I use the Oxford comma when writing the APA methods section?

Yes, the serial comma is required when writing the APA methods section.

Should I use the first person to write the APA methods section?

Yes, the APA language guidelines encourage researchers to use first-person pronouns when writing the methods section.

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Organizing Your Social Sciences Research Paper

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

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

Importance of a Good Methodology Section

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

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

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

Structure and Writing Style

I.  Groups of Research Methods

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

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

II.  Content

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

The remainder of your methodology section should describe the following:

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

In addition, an effectively written methodology section should:

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

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

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

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

III.  Problems to Avoid

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

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

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

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

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

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

Writing Tip

Statistical Designs and Tests? Do Not Fear Them!

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

To locate data and statistics, GO HERE .

Another Writing Tip

Knowing the Relationship Between Theories and Methods

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

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

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

Yet Another Writing Tip

Methods and the Methodology

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

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

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

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• Writing Tips

How to Write the Methods Section of an APA Paper

3-minute read

• 23rd December 2021

If you’re a researcher writing an APA paper , you’ll need to include a Methods section. This part explains the methods you used to conduct your experiment or research study and is always written in the past tense.

It’s crucial that you include all the relevant information here because other researchers will use this section to recreate your study, as well as judge how valid and accurate your results are.

In this guide, we’ll show you how to write a clear and comprehensive Methods section for your research paper.

Structuring the Methods Section

This section of an APA paper is typically split into three subsections under the following subheadings:

• Participants —who took part in the experiment and why?
• Materials —what tools did you use to conduct the experiment?
• Procedure —what steps were involved in the experiment?

If necessary, you may add further subsections. Different institutions have specific rules on what subsections should be included (for example, some universities require a “Design” subsection), so make sure to check your institution’s requirements before you start writing your Methods section.

Writing the Participants Subsection

In this first subsection, you will need to identify the participants of your experiment or study. You should include:

●  How many people took part, and how many were assigned to the experimental condition

●  How they were selected for participation

●  Any relevant demographic information (e.g., age, sex, ethnicity)

You’ll also need to address whether any restrictions were placed on who was selected and if any incentives were offered to encourage participants to take part.

Writing the Materials Subsection

In this subsection, you should address the materials, equipment, measures, and stimuli used in the study. These might include technology and computer software, tools such as questionnaires and psychological assessments, and, if relevant, the physical setting where the study took place.

You’ll need to describe specialist equipment in detail, especially if it has a niche purpose. However, you don’t need to provide specific information about common or standard equipment (e.g., the type of computer on which participants completed a survey) unless it’s relevant to the experiment.

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In addition, you don’t need to explain a material in depth if it’s well known within your field, such as a famous psychological assessment. Instead, you can provide a citation referring to that material.

If any materials were designed specifically for the experiment, such as a questionnaire, you’ll need to provide such materials in the appendix .

Writing the Procedure Subsection

The procedure subsection should describe what you had participants do in a step-by-step format. It should be detailed but concise and will typically include:

●  A summary of the instructions given to participants (as well as any information that was intentionally withheld)

●  A description of how participants in different conditions were treated

●  How long each step of the process took

●  How participants were debriefed or dismissed at the end of the experiment

After detailing the steps of the experiment, you should then address the methods you used to collect and analyze data.

Proofreading Your Methods Section

Because the Methods section of your paper will help other researchers understand and recreate your experiment, you’ll want your writing to be at its best.

Our expert research paper proofreaders can help your research get the recognition it deserves by making sure your work is clear, concise, and error-free. Why not try our services for free by submitting a trial document ?

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How to Write a Methods Section for a Research Paper

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

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

Not just a list of experiments and methods

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

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

Table of Contents:

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

More Journal Guidelines to Consider 

• Accurate and Appropriate Language in the Methods

General Methods Section Structure: What Is Your Story? 

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

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

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

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

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

What Methods Should You Report (and Leave Out)?

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

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

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

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

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

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

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

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

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

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

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

Details Commonly Missing from the Methods Section

Manufacturer information.

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

Sample size and power estimation

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

Ethical guidelines and approval

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

Structure & word limitations

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

Standardized checklists

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

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

Accurate and Appropriate Language in the Methods Section

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

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

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

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

How to Write the Methods Section of a Scientific Article

What Is the Methods Section of a Research Paper?

The Methods section of a research article includes an explanation of the procedures used to conduct the experiment. For authors of scientific research papers, the objective is to present their findings clearly and concisely and to provide enough information so that the experiment can be duplicated.

Research articles contain very specific sections, usually dictated by either the target journal or specific style guides. For example, in the social and behavioral sciences, the American Psychological Association (APA) style guide is used to gather information on how the manuscript should be arranged . As with most styles, APA’s objectives are to ensure that manuscripts are written with minimum distractions to the reader. Every research article should include a detailed Methods section after the Introduction.

Why is the Methods Section Important?

The Methods section (also referred to as “Materials and Methods”) is important because it provides the reader enough information to judge whether the study is valid and reproducible.

Structure of the Methods Section in a Research Paper

While designing a research study, authors typically decide on the key points that they’re trying to prove or the “ cause-and-effect relationship ” between objects of the study. Very simply, the study is designed to meet the objective. According to APA, a Methods section comprises of the following three subsections: participants, apparatus, and procedure.

How do You Write a Method Section in Biology?

In biological sciences, the Methods section might be more detailed, but the objectives are the same—to present the study clearly and concisely so that it is understandable and can be duplicated.

If animals (including human subjects) were used in the study, authors should ensure to include statements that they were treated according to the protocols outlined to ensure that treatment is as humane as possible.

• The Declaration of Helsinki is a set of ethical principles developed by The World Medical Association to provide guidance to scientists and physicians in medical research involving human subjects.

Research conducted at an institution using human participants is overseen by the Institutional Review Board (IRB) with which it is affiliated. IRB is an administrative body whose purpose is to protect the rights and welfare of human subjects during their participation in the study.

Literature Search

Literature searches are performed to gather as much information as relevant from previous studies. They are important for providing evidence on the topic and help validate the research. Most are accomplished using keywords or phrases to search relevant databases. For example, both MEDLINE and PubMed provide information on biomedical literature. Google Scholar, according to APA, is “one of the best sources available to an individual beginning a literature search.” APA also suggests using PsycINFO and refers to it as “the premier database for locating articles in psychological science and related literature.”

Authors must make sure to have a set of keywords (usually taken from the objective statement) to stay focused and to avoid having the search move far from the original objective. Authors will benefit by setting limiting parameters, such as date ranges, and avoiding getting pulled into the trap of using non-valid resources, such as social media, conversations with people in the same discipline, or similar non-valid sources, as references.

Related: Ready with your methods section and looking forward to manuscript submission ? Check these journal selection guidelines now!

What Should be Included in the Methods Section of a Research Paper?

One commonly misused term in research papers is “methodology.” Methodology refers to a branch of the Philosophy of Science which deals with scientific methods, not to the methods themselves, so authors should avoid using it. Here is the list of main subsections that should be included in the Methods section of a research paper ; authors might use subheadings more clearly to describe their research.

• Literature search : Authors should cite any sources that helped with their choice of methods. Authors should indicate timeframes of past studies and their particular parameters.
• Study participants : Authors should cite the source from where they received any non-human subjects. The number of animals used, the ages, sex, their initial conditions, and how they were housed and cared for, should be listed. In case of human subjects, authors should provide the characteristics, such as geographical location; their age ranges, sex, and medical history (if relevant); and the number of subjects. In case hospital records were used, authors should include the subjects’ basic health information and vital statistics at the beginning of the study. Authors should also state that written informed consent was provided by each subject.
• Inclusion/exclusion criteria : Authors should describe their inclusion and exclusion criteria, how they were determined, and how many subjects were eliminated.
• Group characteristics (could be combined with “Study participants”) : Authors should describe how the chosen group was divided into subgroups and their characteristics, including the control. Authors should also describe any specific equipment used, such as housing needs and feed (usually for animal studies). If patient records are reviewed and assessed, authors should mention whether the reviewers were blinded to them.
• Procedures : Authors should describe their study design. Any necessary preparations (e.g., tissue samples, drugs) and instruments must be explained. Authors should describe how the subjects were “ manipulated to answer the experimental question .” Timeframes should be included to ensure that the procedures are clear (e.g., “Rats were given XX drug for 14 d”). For animals sacrificed, the methods used and the protocols followed should be outlined.
• Statistical analyses: The type of data, how they were measured, and which statistical tests were performed, should be described. (Note: This is not the “results” section; any relevant tables and figures should be referenced later.) Specific software used must be cited.

What Should not be Included in Your Methods Section?

Common pitfalls can make the manuscript cumbersome to read or might make the readers question the validity of the research. The University of Southern California provides some guidelines .

• Background information that is not helpful must be avoided.
• Authors must avoid providing a lot of detail.
• Authors should focus more on how their method was used to meet their objective and less on mechanics .
• Any obstacles faced and how they were overcome should be described (often in your “Study Limitations”). This will help validate the results.

According to the University of Richmond , authors must avoid including extensive details or an exhaustive list of equipment that have been used as readers could quickly lose attention. These unnecessary details add nothing to validate the research and do not help the reader understand how the objective was satisfied. A well-thought-out Methods section is one of the most important parts of the manuscript. Authors must make a note to always prepare a draft that lists all parts, allow others to review it, and revise it to remove any superfluous information.

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How to Master the Methods Section of Your Research Paper

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

The methods section essentially answers the questions:

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

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

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

Understanding the purpose of the methods section

Adding validity and credibility to the research.

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

Enabling replication of the study

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

Deciding what to include in your methods section

Elements to include in the methods section.

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

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

Balancing detail and brevity

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

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

Writing the participants section

Describing the participants.

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

Discussing selection and assignment to groups

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

Ethical considerations in participant selection and treatment

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

Writing the materials and equipment section

Detailing materials and equipment used in the study.

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

Providing information about unique or unusually used tools

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

Writing the procedure section

Importance of including each step taken during the study.

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

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

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

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

Considerations for describing experimental and control conditions

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

Writing the data analysis section

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

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

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

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

Explaining any adjustments for potential biases or confounds

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

Common mistakes and how to avoid them

Typical errors in the methods section.

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

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

Tips and strategies for avoiding these mistakes

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

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

Sample methods sections and analysis

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

Psychology study example

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

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

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

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

Psychology study example analysis

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

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

Environmental science study example

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

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

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

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

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

Environmental science study example analysis

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

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

Linguistics study example

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

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

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

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

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

Linguistics study example analysis

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

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

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

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

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

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

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

Header image by Cytonn Photography .

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Research Paper Methods Section

How To Write The Methods Section of a Research Paper Step-by-Step

13 min read

Published on: Mar 6, 2024

Last updated on: Mar 5, 2024

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The method and material section stands as the cornerstone of any research paper. Crafting this section with precision is important, especially when aiming for a target journal. 

If you're navigating the intricacies of research paper writing and pondering on how to ace the methodology, fear not – we've got you covered. Our guide will walk you through the essentials, ensuring your methodology shines in the eyes of your target journal. 

Let's jump into the basics of the method section!

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What is the Methods Section of a Research Paper?

The methods section of a research paper provides a detailed description of the procedures, techniques, and methods employed to conduct the study ( American Psychological Association, 2020 ). It outlines the steps taken to collect, analyze, and interpret data, allowing other researchers to replicate the study and assess the validity of the results. 

This section includes information on the study design, participants, materials or apparatus used, data collection procedures, and statistical analyses. Typically, the methodology section is placed after the introduction and before the results section in a research paper.

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Importance of Methods Section

The methods section of a research paper holds significant importance. Here is why: 

• Replicability: The methods section ensures the replicability of the study by providing a clear and comprehensive account of the procedures used.
• Transparency: It enhances transparency, allowing other researchers to understand and evaluate the validity of the study's findings.
• Credibility: A well-documented methods section enhances the credibility of the research, instilling confidence in the study's design and execution.
• Guidance for Future Research: It serves as a guide for future research, offering insights into methodologies that can be applied or modified in similar studies.
• Ethical Considerations: The section highlights ethical considerations, promoting responsible and accountable research practices.

Structure of Methods Section of a Research Paper

There are some important parts of the method section of a research paper that you will need to include, whether you have done an experimental study or a descriptive study. 

Provided structured approach below ensures clarity and replicability of the research methodology:

Formatting of the Methods Section 

Make the main " Methods " heading centered, bold, and capitalized. For subtopics under "Methods," like participant details or data collection, use left-aligned, bold, and title cases. 

Feel free to include even sub-headings for more specifics. This formatting helps readers easily follow your study steps.

Next, we will address the most common query, i.e., how to write the methodology section of a research paper. Let’s explain the steps for writing the methodology section of a research paper:

Step 1: Start with Study Design

The initial step in the method section of a research paper is to provide a clear description of the study type. This involves outlining the overall plan and structure of the research. 

Different types of studies, such as cohort, case-control, and cross-sectional, may be employed based on the research objectives.

For instance:

Starting with the study design sets the stage for understanding the methodology. It provides readers with a foundation for subsequent sections in the methods portion of the research paper.

Step 2: Describe Participants

In the methods section, the second step involves providing a detailed account of the participants involved in the study. Start by describing the characteristics of both human and non-human subjects, using clear and descriptive language.

Address specific demographic characteristics relevant to your study, such as age, sex, ethnic or racial group, gender identity, education level, and socioeconomic status. Clearly outlining these essential details ensures transparency, replicability, and a comprehensive understanding of the study's sample.

Sampling Procedures:

• Clearly outline how participants were selected, specifying any inclusion and exclusion criteria applied.
• Appropriately identify the sampling procedure used, such as random sampling, convenience sampling, or stratified sampling.
• If applicable, note the percentage of invited participants who actually participated.
• Specify if participants were self-selected or chosen by their institutions (e.g., schools submitting student data).

Sample Size and Power:

• Detail the intended sample size estimation per condition and the statistical power aimed for in the study.
• Provide information on any analyses conducted to determine the sample size and power.
• Emphasize the importance of statistical power for detecting effects if present.
• State whether the final sample size differed from the originally intended sample.
• Base your interpretations of study outcomes solely on the final sample, reinforcing the importance of transparency in reporting.

Step 3: State Materials or Apparatus

In the third step, thoroughly describe the materials or apparatus used in your research. In addition, gives detailed information on the tools and techniques employed to measure relevant outcome variables.

Primary and Secondary Measures:

• Clearly define both primary and secondary outcome measures aligned with research questions.
• Specify all instruments used, citing hardware models, software versions, or references to manuals/articles.
• Report settings of specialized apparatus, such as screen resolution.

Reliability and Validity:

• For each instrument, detail measures of reliability and validity.
• Include an explanation of how consistently (reliability) and precisely (validity) the method measures the targeted variables.
• Provide examples or reference materials to illustrate the reliability and validity of tests, questionnaires, or interviews.

Covariates and Quality Assurance:

• Describe any covariates considered and their relevance to explaining or predicting outcomes.
• Review methods used to assure measurement quality, such as researcher training, multiple assessors, translation procedures, and pilot studies.
• For subjectively coded data, report interrater reliability scores to gauge consistency among raters.

Step 4 Write the Procedure

Next is the procedure section of the research paper, which thoroughly details the procedures applied for administering the study, processing data, and planning data analyses.

Data Collection Methods and Research Design

• Summarize data collection methods (e.g., surveys, tests) and the overall research design.
• Provide detailed procedures for administering surveys, tests, or any other data collection instruments.
• Clarify the research design framework, specifying whether it's experimental, quasi-experimental, descriptive, correlational, and/or longitudinal.
• For multi-group studies, report assignment methods, group instructions, interventions, and session details.

Data Analysis 

• Clearly state the planned data analysis methods for each research question or hypothesis.
• Specify descriptive statistics, inferential statistical tests, and any other analysis techniques.
• Include software or tools used for data analysis (e.g., SPSS, R).
• Provide a brief rationale for choosing each analysis method.

Step 5: Mention Ethical Approvals

In the fifth step of the methods section, explicitly address the ethical considerations of your research, ensuring transparency and adherence to ethical standards. Here are some key ethical considerations: 

• IRB Approval:

Clearly state that the research received approval from the Institutional Review Board (IRB) or an equivalent ethical review body.

• Informed Consent:

Specify the process of obtaining informed consent, including the provision of information sheets to participants.

• Confidentiality:

Describe measures taken to maintain confidentiality, such as assigning unique identification numbers and securing data.

• Participant Rights:

Emphasize participants' right to withdraw from the study at any point without consequences.

• Debriefing:

Mention if debriefing procedures were implemented to address any participant concerns post-study.

Methods Section of Research Paper Examples

Exploring sample methodology sections is crucial when composing your first research paper, as it enhances your understanding of the structure. We provide PDF examples of methodology sections that you can review to gain inspiration for your own research paper.

Methods Section of A Qualitative Research Paper

Methods Section of Research Paper Template

Methods Section of Research Proposal Example

Methods Section of Research Paper APA

How To Write A Method For An Experiment

Journal Guidelines to Consider

When writing the methods section, be mindful of the specific guidelines set by your target journal. These guidelines can vary, impacting the structure, word limitations, and even the presentation of your methodology. 

Here's a detailed explanation, along with an example:

Structure & Word Limitations

If a journal follows APA guidelines, it might allow flexibility in structuring the method section. However, some journals may impose strict limitations on the manuscript's length and the number of subsections. 

For instance, a journal might specify a maximum of 3000 words for the entire paper and limit the method section to 500 words. In such cases, ensure you adhere to these constraints, potentially submitting supplemental files for additional details.

Standardized Checklists

Journals often request authors to use standardized checklists for various study types to ensure completeness. 

For a randomized clinical trial, the CONSORT(Consolidated Standards of Reporting Trials) checklist might be required. If your research involves observational studies, the STROBE (Strengthening the Reporting of Observational Studies in Epidemiology) checklist may be applicable. 

For diagnostic accuracy studies, adherence to the STARD (Standards for the Reporting of Diagnostic Accuracy Studies) checklist is common. These checklists serve as a systematic way to include essential details in your manuscript, aligning with the journal's preferred reporting standards.

Blind Review Procedures

Some journals implement single- or double-blind review procedures. If a double-blind review is in place, authors need to remove any information that might reveal their identity or institutional affiliations. 

For instance, the method section cannot explicitly mention the institution's name, researchers' identities, or the institutional ethics committee. This ensures an unbiased evaluation of the research without reviewers being influenced by the authors' affiliations.

The Dos And Don’ts Of Writing The Methods Section

While it's important to be thorough, certain elements are better suited for other sections of the paper. Here are some Do’s and Don’ts of writing the methods section:

Dos of Writing the Methods Section

Here are what to include in the methods section: 

• Clarity and Precision: Clearly and concisely describe the procedures used in your study. Ensure that another researcher can replicate your work based on your explanation.
• Chronological Order: Present the methods in a logical and chronological sequence. This helps readers follow the flow of your research.
• Detail and Specificity: Provide sufficient detail to allow for replication. Specify equipment, materials, and procedures used, including any modifications.
• Consistency with Study Design: Align your methods with the overall design of your study. Clearly state whether it's experimental, observational, or another design.
• Inclusion of Participants: Detail participant characteristics, including demographics and any inclusion/exclusion criteria. Clearly state the sample size.
• Operational Definitions: Define and operationalize key variables. Clearly explain how each variable was measured or manipulated.
• Transparency in Data Collection: Describe the data collection process, including the timing, location, and any relevant protocols followed during the study.
• Statistical Information: Outline the statistical methods used for analysis. Specify the software, tests employed and significance levels.
• Ethical Considerations: Discuss ethical approvals obtained, informed consent procedures, and measures taken to ensure participant confidentiality. Address any potential conflicts of interest.

Don'ts of Writing the Methods Section

• Extraneous Details: Unlike the discussion section avoid including unnecessary details or information that does not contribute directly to understanding the research methods.
• Results Discussion: Refrain from discussing or interpreting the results in the methods section. Focus solely on describing the methods employed.
• Ambiguity and Vagueness: Steer clear of vague or ambiguous language. Be precise and specific in your descriptions.
• Overemphasis on Background: While some background information is relevant, avoid turning the methods section into an extensive literature review . Keep the focus on the research methods.
• Personal Opinions: Do not include personal opinions or anecdotes. Stick to factual and objective descriptions.
• Excessive Jargon: Minimize the use of technical jargon that may be confusing to readers who are not experts in your field. If necessary, provide clear explanations.
• Inadequate Explanation of Modifications: If you deviate from standard procedures, clearly explain the modifications and justify why they were made.
• Inconsistency with Design: Ensure that your methods align with the study design. Avoid inconsistencies that could create confusion for readers.

In conclusion , learning the art of writing the methods section is pivotal for any research paper. Following a step-by-step approach, from defining the study design to detailed data collection and analysis, ensures clarity and replicability. 

Remember, precision matters. If you find yourself grappling with the intricacies of your methodology, don't hesitate to reach out to CollegeEssay.org.  

Our professional writing service is ready to assist you in crafting a robust and well-structured methods section. 

Connect with our research paper writing service for expert guidance and conquer the challenges of research paper writing.

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As a Digital Content Strategist, Nova Allison has eight years of experience in writing both technical and scientific content. With a focus on developing online content plans that engage audiences, Nova strives to write pieces that are not only informative but captivating as well.

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RES 6600: Research in Education: Methods Section

• Methods Section
• APA This link opens in a new window

Using Library Resources for Research: Methods Section

Start by familiarizing yourself with the "method" sections found in other pieces of research similar to your topic of choice.  two library databases are worth reviewing, both found on the library homepage., 1. the "find articles" box directs you to ebscohost databases*, 2. the "find dissertations" box directs you to  proquest databases, you will then want to search using your " topic " and " the type of research method "  you are proposing i.e. qualitative, quantitative, mixed methods, action research. e.g.  teacher burnout and qualitative.

*Scroll to the bottom of this guide for a demonstration on using the features of EBSCOhost or reach out to the library for help.

Video Tutorial Demonstrating How to Find Method Section examples  

Alternate Link if above one doesn't work

or Scroll below to see Video

Method Section Writing: "What, How, Which, & Why"

• Chapter 10: Writing a Research Proposal From textbook, Introduction to Educational Design by Craig Mertler
• Method Sections for Empirical Research Papers From James Madison University Library, this article provides a typical structure with guiding questions for completing a Methods section in a research paper.

Organizing your Social Sciences Research Paper/ The Methodology from University of Southern California Library

How to Write a Methods Section for a Research Pape r by A Research Guide

How to Write a Methods Section for a Psychology Paper: Tips and Examples of an APA Methods Section by verywellMind

How to Write the Methods Section of a Research Paper by Researcher.Life

APA Professional Sample Papers

Apa sample professional paper and microsoft word templates by research paper type.

• Professional sample paper with annotations  (features examples of APA conventions in an actual paper)
• Qualitative professional paper template
• Quantitative professional paper template
• Mixed methods professional paper template

Source: APA Style Sample Papers

Dr. Craig Mertler Books & Action Research Interview

Craig Mertler websit e

Databases & Navigation

• Locating peer-reviewed content in EBSCO
• Boolean Searching
• Truncated Terms
• Requesting an Article
• Citation Location

CUC Research Databases

In the  Collegial Cloud , doctoral students, candidates will find all the information and resources needed to complete their dissertation requirements. 

• EBSCO  (for journals and articles)
• CUC Dissertations only
• Open Access Theses & Dissertations  
• Go to the library's website
• Click Find Articles ; use your Concordia Connect login to access (the website has been updated!)
• Select your databases, depending on your topic
• Put in your key terms 
• Select the "Scholarly (peer reviewed) Journals" and "Full Text" boxes, then click the big, green search box on top

Tip: Experiment with your keywords and don't type out a sentence (it's not Google)

Remember: You can request articles that are not full text!

What is peer-review?

The peer-review process subjects  an author's scholarly work, research, or ideas to the scrutiny of others who are experts in the same field (peers)  and is considered necessary to ensure academic scientific quality. Articles, journals, reports, books, and other content can be considered peer review. Prior to publication, a material is submitted and must be reviewed by at least one expert in the field. The reviewer evaluates the research presented in the material. The scholarly work that passes the peer-review process is then published; the scholarly work that does not pass the peer review process will not be published as peer-reviewed.

How do you I know if a journal is peer-reviewed ?

1. If you have a paper version of the journal you can look on the inside front cover to see if there is information regarding peer-review.

2. Many times an editorial board will be listed on the inside front cover

3. If you are using a database and only have an electronic version of an article-you can still verify if the journal is peer-reviewed. 

• Do a search for the journal and go to the homepage. Go to the about us section (or something similar) and you should find information about whether or not the journal is peer-reviewed.
• You can also  view this tutorial  where a Concordia librarian shows you how to narrow down your database search for only peer-reviewed content.

4. Many of the  CUC resources held in EBSCO  are peer-reviewed and accessible to all CUC members.

• What is a peer-reviewed journal?

Databases are not Google!

Keywords only.

Boolean searching is built on a  method of symbolic logic  developed by George Boole, a 19th century English mathematician. Boolean searches allow you to combine words and phrases using the words AND, OR, NOT (known as Boolean operators) to limit, broaden, or define your search.

For example, if you type in “Hampton Road Peace Conference” , you receive few results. But if you type in "Hampton Roads" AND "conference"  This allows your search results to only those documents containing the two keywords, instead of a whole phrase.

Look at the video below:

• LinkedIn Boolean Search Tips

In EBSCO, a word in a search bar can be truncated (shortened) by using the asterisk (shift + 8 = *)

giving you far more search results!

For example:

If you open EBSCO and look only for articles using the word " Mexican ", you will receive 151,859 results.

If you open EBSCO and look for only articles using the word " Mexic* ", you will receive 504,353 results.

Requesting articles from the library is free!

Navigate CUC databases at anytime! If there are articles you would like but are not available in  EBSCO , click on "Request this Item". Fill out the form and the library team will send the request to you via email as soon as possible. Please allow 4 days of processing time.

If you cannot locate the article record in EBSCO and still want to request the article, fill out the Interlibrary Loan Request form .

EBSCO & ProQuest provide citations too!

Did you know that you can locate the citation needed for the reference page in EBSCO and ProQuest?

Click here for more APA assistance.

View the videos below to find where:

Library Materials

Check List for Methods Section

1. Read your assignment rubric: 

• Understand what you are being asked to provide to fulfill your assignment and respond to each section that will make up your grade.
• Include your research question & hypothesis on a separate page

2. Research Design Type:

• Describe the overall research design
• Justify why this design was chosen and how it aligns with the research objectives

3. Sampling Plan & Sample Description (Participants):

• Provide details about the participants or subjects involved in the study
• Mention relevant demographic information and discuss any inclusion/exclusion criteria used

4. Data Collection Tools/Instruments:

• Include materials or instruments used (e.g. surveys, questionnaires, equipment)

5. Procedures:

• Detail the steps to collect data or conduct research
• Provide chronological description of the research process

6. Reliability and validity: 

• Explain the reliability and validity of measurement instruments used
• Describe the procedures employed to ensure consistency and stability in measurements
• Describe how the research design and methodology support the validity of the study

6. Ethical Considerations

• Discuss any ethical issues related to the research and how they were addressed
• Include information about informed consent, confidentiality, and participant anonymity
• Provide details about institutional review board (IRB) if appropriate

7. APA Format:

• The APA citation style requires including the participants, materials, and procedures as an obligatory part. Remember to state demographic characteristics when working on the participants’ aspect. The main heading of the methods section should be written in bold and capitalized. Centering must be used. As for the methodology in research paper subheadings, they should be aligned to the left and done in bold.

Reference Librarian

Recorded Video Instruction

• Next: APA >>
• Last Updated: Apr 7, 2024 2:52 PM
• URL: https://libguides.cuchicago.edu/RES_6600

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How to Write a Methods Section for a Research Paper

• Purpose of methods section
• Key components
• How to describe
• Step-by-step guide
• Methods section formats
• Additional elements

Purpose of the Methods section

What key components must be included in the methods section.

• Research design. This is the most important section to help your audience see the methods used. Make sure to structure your research methodology correctly and follow the rules of the scientific field. Depending on your work type, the research design of a methods section should represent an outline with the basic introduction, set objectives, a lab/field environment, and other related elements.
• Participants. When dealing with a sample group or a case study, you must discuss the research participants. Always narrow things down to why a specific group of participants have been chosen and talk about how it will be helpful to stay objective and unbiased.
• Equipment. This part describes the set of tools that have been used. Writing a methods section can include software, hardware, voice recorders, chemical equipment, special labs, and more.
• Materials. Describe what materials have been used for your studies. Talk about the studies and procedures used based on the available data.
• Variables. Talk about independent and dependent variables. The independent variables are related to those elements of your research that can be changed, like the amount of water or the use of certain colors to replicate a process. As for dependent variables, these are those affected by specific changes. In other words, variables in a methods section can change during the process of studies, like the experiment outcome or exceptions in the sample group.
• Participant behavior . This is where you talk about what has been experienced by the participants (if relevant). A methods section example may include a description of actions taken, processes experienced, and the environment used to conduct the research.

How to describe your research design and procedures?

• Reflect on your hypothesis . Talk about variables or aspects you should research. This is a procedure section of a research paper where you describe the type of information you must collect as you work on your main arguments. Narrow down the scope of data that has to be evaluated.
• Define your research approach . In most cases, it can be either qualitative or quantitative. While you can choose a mixture of both for your paper, focusing on one to clarify a relevant section is recommended.
• Choose your research design type . If you are dealing with quantitative research, it’s possible to use experimental, quasi-experimental, correlational, or descriptive design methods. Suppose you are choosing a qualitative design methodology. In that case, you may approach ethnography (a method based on cultural immersion, inside research), phenomenology (research based on the perspective of an individual, an intuitive analytical variable), or a grounded method (social-based research).
• Define your research sampling method . The risk here is to generate excessive data, making it extremely challenging to see things to include and avoid. You can choose a probabilistic sampling method or a deterministic sampling approach, also known as non-random selection. Certain methods can fit better depending on the materials section of the research paper. If you still choose a non-random design, the only challenge is that the latter sampling method is more biased.
• Evaluate the best data collection method . Start your Methodology section by marking the difference between your primary (surveys, interviews) and secondary data (references that have already been published) sources.
• Choose an approach to data analysis . You can alternate between qualitative and quantitative data analysis methods section approaches.

Step-by-step guide on how to compose your Methods section

• Step 1: Focus on two main purposes of your Methods section. You should help your target audience understand your research project easier and make it possible to replicate all the vital processes.
• Step 2: Offer sufficient information to make replication unbiased and complete. While you may have your research project ready for publishing, providing overly detailed information is only sometimes necessary. Always check things twice to learn the requirements. Most importantly, keep your research transparent, provide a clear methodology, and keep every step easy to replicate.
• Step 3: To make things easier, imagine you are an individual in your target audience. Think about how you would replicate your study and what scientific paper methods you would find accessible. Ask yourself about what information you would require. Take notes and create 2-3 outlines for additional clarity.
• Step 4: Consider adding visual aid elements. It may include relevant flow charts, mind maps, checklists, or statistical data for your methodology. It will help your readers interpret the study and avoid unnecessary steps.
• Step 5: Always adhere to strict ethical standards and scientific guidelines. Even though the “Ethical Guidelines” section will be presented in another research paper part, you must show the main arguments and thesis concerning ethical rules. It will show that you are using strict standards and following the rules related to your discipline.

Methods section checklist

• Is your logic consistent in every section?
• Does your introduction provide sufficient background information?
• Does your methodology structure sound clear and follows a chronology of the research?
• Do you provide the results of your research in the same format?
• Can you replicate your study based on a given methodology?
• Do your readers have all the necessary objectives mentioned?
• Are the tools used mentioned?

Methods section formats and features

Additional elements to consider.

• Location specifics. This is where the location and research environment can make a major difference for replication purposes.
• Limitations of the research. Talk about the limitations and specifics of the tools and methods being used.
• Writing style and tone. Remember to write in the past tense and keep the same tone throughout your research paper.
• Ethical considerations. Clarify and specify all the ethical guidelines for your institution, a scientific journal methodology, and a field of science.
• Data analysis methodology.
• Participants and subjects.
• Data collection methodology.
• Things required to replicate the research.
• Addressing the research objectives.
• Basic research question.

• Writing a Research Paper
• Research Paper Title
• Research Paper Sources
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• Research Question
• Research Paper Outline
• Research Paper Summary
• Research Paper Prospectus
• Research Paper Proposal
• Research Paper Format
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• Research Paper Structure
• Research Paper Cover Page
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• Research Paper Literature Review
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• Research Paper Discussion Section
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How to Write the Methods Section of a Research Manuscript

Affiliation.

• 1 Respiratory Care Services, Arkansas Children's Hospital, Little Rock, Arkansas. [email protected].
• PMID: 37643870
• PMCID: PMC10676260 (available on 2024-12-01 )
• DOI: 10.4187/respcare.11437

The methods section of a manuscript is one of the most important parts of a research paper because it provides information on the validity of the study and credibility of the results. Inadequate description of the methods has been reported as one of the main reasons for manuscript rejection. The methods section must include sufficient detail so that others could repeat the study and reproduce the results. The structure of the methods section should flow logically and chronologically. There are multiple components of methods sections, including study design, materials used, study procedures, and data analysis. Each element must be adequately described and thoroughly detailed to provide an understanding of how the results were obtained and how to interpret the findings. Studies that involved humans or animals must include an ethics statement of approval from the appropriate governing body. The methods section should explain how subjects were identified and should state inclusion and exclusion criteria. All materials used to complete the study should be described in detail, including equipment, drugs, gases, chemicals, treatments, interventions, or other items. Study procedures should outline all steps taken to obtain the results and clearly state the outcome measures. Subheadings might be helpful for organizing the methods section into subsections when there is a considerable amount of information to report. A well-written methods section will guide the reader through the research process and provide adequate information to evaluate study validity and reproduce the work. The purpose of this paper is to provide guidance for writing the methods section of a manuscript.

Keywords: manuscript; methods; publication; research; research paper; science writing; study protocol.

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The methods section of a manuscript is one of the most important parts of a research paper because it provides information on the validity of the study and credibility of the results. Inadequate description of the methods has been reported as one of the main reasons for manuscript rejection. The methods section must include sufficient detail so that others could repeat the study and reproduce the results. The structure of the methods section should flow logically and chronologically. There are multiple components of methods sections, including study design, materials used, study procedures, and data analysis. Each element must be adequately described and thoroughly detailed to provide an understanding of how the results were obtained and how to interpret the findings. Studies that involved humans or animals must include an ethics statement of approval from the appropriate governing body. The methods section should explain how subjects were identified and should state inclusion and exclusion criteria. All materials used to complete the study should be described in detail, including equipment, drugs, gases, chemicals, treatments, interventions, or other items. Study procedures should outline all steps taken to obtain the results and clearly state the outcome measures. Subheadings might be helpful for organizing the methods section into subsections when there is a considerable amount of information to report. A well-written methods section will guide the reader through the research process and provide adequate information to evaluate study validity and reproduce the work. The purpose of this paper is to provide guidance for writing the methods section of a manuscript.

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• Introduction

Dissemination of research findings occurs through abstracts, posters, presentations, and manuscripts. 1 , - , 3 Writing the manuscript is considered the last step of the research process because it provides a detailed account of the research from start to finish. 4 , 5 The main components of a research paper include an abstract, the introduction, methods, results, discussion, and conclusions. 3 , 4 Each section of the manuscript is important and has a specific role in describing the research story. However, the methods are one of the most critical sections of a manuscript because the details are used to evaluate and determine the validity of the study and credibility of the results. 6 Validity in research refers to reliability of the measured results: the extent to which the study accurately measured what it intended (internal validity) and how the results can be applied to the general population beyond the study (external validity). 6 , 7

The methods section describes what was done to answer the research question. 8 This section specifies how the research was done, the rationale for the procedures, what materials were used, and how the results were analyzed, all in a clear, concise, and organized manner. 6 The description of the research should provide enough detail so others could repeat the study and reproduce the results. 6 , 9 , 10 Much of the methods section should be written before the study is initiated. Indeed, for funded research, a detailed methods section is written as part of the grant application. There are several aspects of the methods sections, and the essential elements will vary, depending on the type of study. Submission requirements differ among journals; therefore, it is important to consult the instructions for authors for the specific journal to ensure that all necessary elements are included. 11 The purpose of this paper is to describe the different components of the methods section and provide guidance for writing the methods section of a research paper.

• General Considerations

An inadequate description of methods has been identified as one of the top reasons for manuscript rejection. 12 It has been suggested that including too much information is better than having insufficient detail because irrelevant content can later be omitted. 12 The methods section of a research paper is analogous to a recipe. 10 , 13 A recipe is composed of multiple elements, including the list and quantity of ingredients, equipment and tools needed and applicable settings, and the detailed instructions for how to create the recipe. Similar to a recipe, there are different elements of methods to describe in a manuscript. In general, common components of the methods section include a description of the study design, materials used, study procedures, measurements or calculations, and the statistical tests used to analyze the results. Materials used to conduct research are comparable with the ingredients, tools, and equipment for a recipe. Materials represent what was studied, including subjects, equipment or devices, and treatments or interventions. 6 , 14 The steps to create a recipe are akin to study procedures such as the process for data collection, measurements, calculations, and statistical analysis. A summary of the different elements of the methods section is included in Table 1 . The individual components for each element may vary, depending on the nature of the study.

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Methods Section Elements

Although similarities exist between a recipe and the methods section of a research paper, the methods section should not be formatted to read like a recipe. 13 Use past tense for writing the methods section because the study has been completed and describes what was already done. 6 , 9 , 10 , 13 , 14 The methods section should be structured for logical and chronological flow. 6 , 14 , 15 Use of subheadings can be helpful for organizing the different components for the methods section when there is a substantial amount of detail to describe. 6 , 13 However, subheadings may not be required by some journals. An excessive use of subheadings can be distracting to the reader by interrupting the flow of the manuscript. There should not be a subheading for every paragraph. This is particularly distracting when each subheading is followed by a short 1- or 2-sentence paragraph. Paragraphs with fewer than 3 sentences should be avoided; combine the information with another paragraph unless the journal to which the paper will be submitted requires specific subheadings. Subheadings can be useful as an outline when writing the methods section but then might be omitted in the final manuscript.

A common error in manuscript writing is reporting results in the methods section and vice versa. A frequently occurring example is including the number of subjects who participated in the research in the methods section when it was unknown how many met inclusion criteria before study initiation and subject screening. The methods section should only include information available during the planning phase, before study initiation. 10 , 16 There are instances in which study procedures may have changed after the study commencement. This information would be reported in the methods section but the outcomes stated in the results section. The results section should reflect the data obtained from study procedures because this information would be unknown before the study was completed.

• Study Design

The methods section often begins with an overall description of the study design and key attributes, including the type of study, setting, time frame, and procedures. 14 , 15 This provides an overview and context for how the study was conducted with further details and specifics described in subsequent subsections. Study design has been described as a road map for the methods section to provide information for how to understand the approach and interpret the results. 14

Common study designs include observational, bench evaluation, systematic review, randomized controlled trial, survey, and others. Guidelines for writing the manuscript include the Consolidated Standards of Reporting Trials (CONSORT) checklist for randomized controlled trials and Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) guidelines for systematic reviews. 17 , 18 Registration is another consideration for clinical trials and systematic reviews. The International Committee of Medical Journal Editors (ICMJE) 16 requires registration of clinical trials on a public trials registry. Many journals, including R espiratory C are , follow the recommendations for publication set forth by this group. A randomized controlled trial should also include the blinding mechanism and different treatment groups as applicable. 17 Although registration of a systematic review is often not a prerequisite for publication, registering the protocol supports transparency, decreases potential bias, and can help prevent duplication of reviews. 18 An observational study should report if the design was retrospective, prospective, a secondary or post hoc analysis, or other category of observational design. 7

The setting where the study occurred, if it included data from a single-center or multiple centers, and the time frame in which it took place must be included because these factors have implications for clinical practice, generalizability, and validity. 7 Potential study settings might include an ICU (or specific ICU type), medical surgical ward, emergency department, out-patient clinic, home-care environment, or simulation laboratory. The time frame is an essential element for context because practices and trends change over time. A prime example of this is prone positioning for treatment of hypoxemic respiratory failure as use substantially increased during the COVID-19 pandemic. 19

• Ethics Statement

The United States Department of Health and Human Services defines a human subject “as a living individual about whom an investigator (whether professional or student) conducting research obtains information or biospecimens through intervention or interaction with the individual, and uses, studies, or analyzes the biospecimens; or obtains, uses, studies, analyzes, or generates identifiable private information or identifiable biospecimens.” 20 The methods section must include a statement regarding approval from an institutional review board (IRB) or ethics committee for research that included human subjects. 16 Quality improvement studies and certain types of surveys are often not considered human subject research and therefore may not require IRB oversight but the decision is made by the IRB. Quality improvement projects, depending on requirements of the institution or organization, can be performed without IRB approval in some cases; however, IRB approval is needed before publication or presentation outside of the institution, and human subject determination is made by the IRB, not the investigators.

Animal studies also require ethics approval to be reported in the methods section. Research that involves animals is subject to approval from the local Institutional Animal Care and Use Committee and must be conducted in accordance with national guidelines, for example, the National Institute of Health Public Health Service Policy on Humane Care and Use of Laboratory Animals. 21 For journals that do not have a specific requirement for where to include the ethics statement within the methods section, many authors typically incorporate it in the initial general description of the study or with the detailed description of the subjects. Some studies have included it at the beginning of the methods section.

Characteristics of the study population should be described. This includes basic demographics (eg, adults or children, age, sex) and general health status such as if the individuals were healthy volunteers or had a specific diagnosis or condition. This information is also needed for control groups. 4 Inclusion criteria for how subjects were identified and selected should be detailed as well as reasons for exclusion. For example, an evaluation of a disease management program included adults ages ≥ 65 years and with COPD who were admitted to 1 of 5 hospitals during a specified time frame. 22 Patients were excluded if they left against medical advice, died during admission, transferred to a hospital outside of the health system, entered hospice care, refused home care, or were unable to participate in education. 22 In this example, subject characteristics (adults with COPD), selection and identification (hospital admission during defined time frame), and exclusion criteria are clearly stated.

When referring to human subjects in research, the terms subject and patient are often used interchangeably, but there is a difference. 23 A patient receives care to improve health, and care is individualized in each particular case. When a patient participates in research, he or she becomes a subject. In research, care is designed to create information and is the same for all subjects based on the study protocol. The individual conducting the research is not always involved in the patient care provided, thus also making the distinction between subject and patient. A common error is to use the word subjects exclusively when writing the manuscript. However, individuals are patients before enrollment. When referring to the broader population of individuals who might benefit from the research findings, the word patients is likely more correct. Participant and volunteer are other terms that can be used in place of subject. Individuals who participated in survey research are typically referred to as respondents . 24

In addition to humans, research subjects may also involve animals or organisms such as cells. When animals are studied, the methods should describe the species, weight, age, and sex of the animals. 6 Ring et al 25 used ex vivo porcine lungs to evaluate the effect of breathing pattern and nebulization on exhaled viral content during mechanical ventilation. The authors reported that the lungs were sourced from a retail processing facility and were from 6-month-old Yorkshire hybrid pigs that weighed 118 kg. In addition, it was noted that approval to conduct the study was granted by the local Institutional Animal Care and Use Committee. This publication demonstrates an appropriate description of animal subjects, including an ethics statement.

• Equipment and Other Materials

Identify all equipment and other materials used in the study, including devices, related accessories, drugs, or chemicals. At first mention of any device, provide the specific name of the item, model number if applicable, and manufacturer information. Many scientific journals do not usually allow use of trademark or registration symbols. 10 The ICMJE recommends that manufacturer name and location be included in parentheses. 16 For example, a study that evaluated the safety and feasibility of breathing high-dose nitric oxide in healthy volunteers used a Sievers 280i nitric oxide analyzer (GE Analytical Instruments, Boulder, Colorado) to measure nitric oxide gas concentration. 26 Subsequent mentions of equipment should be noted by generic name versus trade name when possible. It is important that the methods section does not project any bias that an author may have for a specific device or manufacturer.

Use of figures can be an effective means of providing a visual description of the equipment setup, especially when there are many components involved. This can also help reduce the amount of text and improve understanding of how the equipment was assembled. Figures can be either a photograph of the equipment or a graphic illustration (line drawing), but all components should be clearly labeled. An illustration of the setup used to deliver high-dose nitric oxide in the aforementioned study is provided in Figure 1 . 26 Use of a photograph to depict the experimental setup for measuring peak expiratory flow during mechanical insufflation-exsufflation is demonstrated in Figure 2 . 27 Photographs should be of good quality and include all relevant items. In both examples, all components are clearly identified and labeled.

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Graphic illustration of an experimental setup. From Reference 26.

Photograph of an experimental setup. From Reference 27.

In addition to naming the specific equipment used in the study, settings should also be included in the methods section because these details are highly relevant for duplication of the study. For example, the evaluation of peak expiratory flow during mechanical insufflation-exsufflation provided the pressure settings used during therapy. 27 Not only is this important for repeating the study, but it is also essential for assessing the validity of the results. If the settings were not typical of those used in the study population or in clinical practice, then this would introduce limitations to interpreting and understanding the results.

Equipment preparation is another consideration for the methods section. Describe the calibration process and the frequency for equipment that requires calibration. The flow meter used to measure peak expiratory flow during mechanical insufflation-exsufflation was calibrated and validated annually by the manufacturer. 27 If manufacturer standards for calibration are not followed, then the accuracy of the results may be affected. It should be noted that calibration and validation represent two different processes. 4 Both should be described as applicable.

In addition to equipment, identify all drugs, chemicals, gases, or other materials used specifically for the study. The details for drugs and gases should include the concentration, dose, frequency, and route of administration. Gases should also note the flow used. Chemicals should be noted with the name and concentration as applicable. Use the generic name for drugs. If the trade name for a drug is relevant to the study, then follow the same process for identifying equipment brands and manufacturer information and use the generic name after initial identification. Preparation information may be needed in some cases. For example, detailed preparation information was provided for the bacteriophage used in the animal study conducted by Ring et al. 25 The process for how the bacteriophage was prepared was described in detail as well as the amounts used for the study.

• Study Procedures

The methods section should explicitly detail all procedures, treatments, or interventions used in the study. This portion of the methods section describes how study procedures were performed, the chronological order of procedures, measurements or calculations made, and the specific data elements collected. A rationale may be needed for some procedures, depending on the audience. 6 Outcome measures are often included in the subsection for study procedures, but some authors report them in the overall description for study design.

A comprehensive explanation of the procedures is vital for providing adequate details for reproducibility and validity regardless of the study design. A retrospective cohort study investigated outcomes of children treated with continuous albuterol that contains benzalkonium chloride and preservative-free solutions. 28 Collected data were clearly stated and included subject demographics, diagnosis, mortality risk score, albuterol dose and duration, use of adjunctive therapies, and respiratory support. The methods section for this paper also reported the source of the data extraction (electronic medical records, database, manual chart review) and the process for how therapies were initiated, escalated, and de-escalated (intensivist discretion). 28 The basis for the use of therapies in this study is an important consideration for generalizability because practices vary among institutions and some care might involve the use of protocols.

Diagrams and flow charts can be helpful for illustrating processes or workflow. An evaluation of sputum volume obtained with different cough augmentation techniques outlined the protocol in an illustrated timeline for the sequence of interventions and data collection ( Fig. 3 ). 29 The timeline provides clear information for the procedures that were done, when they were done, and the data elements collected. Data were collected at baseline, at the end of the intervention, and then 1 h after the intervention, followed by a minimum 4-h washout period before the second intervention and data collection. 29 Details with regard to who performed the interventions (5 experienced respiratory clinicians), how they were administered (cough augmentation technique and settings), and subject information (positioning) were comprehensively described.

Illustrated timeline of study protocol that depicts chronological order. From Reference 29.

Measurements obtained during study procedures should be identified along with a description of how they were obtained and the devices used. For example, the same study measured ventilator parameters before, during, and after interventions by using a Fluxmed GrH monitor (MBMED, Buenos Aires, Argentina). 29 Procedures for measurements or techniques with established references do not have to be described in detail and can be omitted if the procedure could be repeated without the specific details. 6 , 12 , 14 This is a common practice for measurements obtained during spirometry. In those instances, provide the reference for the previous work without providing all of the additional details. In a study that aimed to correlate baseline spirometry with airway hyper-responsiveness in methacholine challenge, the reported testing was performed according to published guidelines. 30 The guideline was referenced without providing all the specifics. On the contrary, studies that used novel methods would need to be further described. 6

The outcome measures that address the research question should be clearly stated. Outcome measures are the dependent or response variables assessed to evaluate the impact of the research that is established before beginning the study. 6 , 8 Outcome measures may include both primary and secondary outcomes. The primary outcome is the main measure of the research question, and secondary outcomes provide additional information for interpreting results. The retrospective evaluation of different albuterol solutions used ICU and hospital length of stay as primary outcomes and duration of continuous albuterol, use and duration of adjunctive therapies, and need for mechanical ventilation as secondary outcomes. 28 The primary outcome was sputum volume for the trial that assessed cough augmentation techniques, and secondary outcomes were respiratory mechanics and hemodynamics. 29

• Statistical Analysis

The statistical analysis component is typically included as the last part of the methods section. This subsection describes how the collected data were analyzed through identification of the statistical tests that were used and the P value threshold for statistical significance. A clinical trial that evaluated the effect of endotracheal tube scraping during mechanical ventilation reported that categorical variables were analyzed with the chi-square or Fisher exact test, and continuous variables were presented as mean ± SD or median (interquartile range) based on distribution and analyzed with t test or Mann-Whitney test. 31 P < .05 was considered significant. The statistical analysis section of this paper distinctly identified the tests used to analyze specific data points and provided an explanation for when mean or median was reported.

The statistical analysis should also describe how the power analysis was conducted to determine the appropriate sample size. Justification for the approach should be provided when needed. For example, the study that evaluated the effect of endotracheal tube scraping calculated sample size for each treatment group based on previous institutional data for the mean duration of mechanical ventilation and determined that each group needed 136 subjects with an alpha of 0.05 and power of 0.80. 31 Citing references for the rationale and justification for the selected statistical tests is also an approach to support the choice of test. The previously noted evaluation of methacholine reactivity used a reference to support the use of partition analysis. 30 The software package and version used for data analysis should also be specified in the data analysis portion of the methods section. 16

• A Methods Model

Several publications were used throughout this paper to demonstrate the different elements of the methods section of a research paper. A summary of each of those elements and the individual components comprised within each subsection adapted from the endotracheal tube scraping clinical trial are included in Table 2 . 31 It is important to note how some items were further described in the text, such as the technique for airway suctioning, the definition of a successful spontaneous breathing trial, an explanation for extubation outcome, the elements of the ventilator-associated event prevention bundle, and how ventilator-associated events were defined. These specifics provide additional information to help determine validity and generalizability, and highlight the importance of including enough detail to duplicate the study.

Summary of Methods Elements and Details from a Published Paper

The methods section is an important part of a manuscript because it provides information on the validity of the study. One of the main reasons for manuscript rejection is an inadequate description of the methods. Enough detail must be provided so others could repeat the study and reproduce the results, similar to following a recipe. The methods section should be structured for logical and chronological flow, and be written in past tense. There are multiple components of the methods section that must be adequately described and thoroughly detailed to provide an understanding of how the results were obtained to interpret the findings. Subheadings can be helpful for organizing the methods section into subsections when there is a considerable amount of information to report, but subheadings should be used judiciously. A well-written methods section will guide the reader through the research process and provide adequate information to evaluate study validity and credibility of the results as well as reproduce the work.

• Correspondence: Denise Willis MSc RRT RRT-NPS AE-C FAARC, Respiratory Care Services, Arkansas Children’s Hospital, 1 Children’s Way, Slot 303, Little Rock, AR 72202. E-mail: WillisLD{at}archildrens.org

Ms Willis is a Section Editor for R espiratory C are .

Ms Willis presented a version of this paper at the symposium Research in Respiratory Care at AARC Congress 2022 held November 8, 2022, in New Orleans, Louisiana.

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