how to start with a research project

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How to Get Started With a Research Project

Last Updated: October 3, 2023 Fact Checked

This article was co-authored by Chris Hadley, PhD . Chris Hadley, PhD is part of the wikiHow team and works on content strategy and data and analytics. Chris Hadley earned his PhD in Cognitive Psychology from UCLA in 2006. Chris' academic research has been published in numerous scientific journals. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 313,020 times.

You'll be required to undertake and complete research projects throughout your academic career and even, in many cases, as a member of the workforce. Don't worry if you feel stuck or intimidated by the idea of a research project, with care and dedication, you can get the project done well before the deadline!

Development and Foundation

• Don't hesitate while writing down ideas. You'll end up with some mental noise on the paper – silly or nonsensical phrases that your brain just pushes out. That's fine. Think of it as sweeping the cobwebs out of your attic. After a minute or two, better ideas will begin to form (and you might have a nice little laugh at your own expense in the meantime).

• Some instructors will even provide samples of previously successful topics if you ask for them. Just be careful that you don't end up stuck with an idea you want to do, but are afraid to do because you know someone else did it before.

• For example, if your research topic is “urban poverty,” you could look at that topic across ethnic or sexual lines, but you could also look into corporate wages, minimum wage laws, the cost of medical benefits, the loss of unskilled jobs in the urban core, and on and on. You could also try comparing and contrasting urban poverty with suburban or rural poverty, and examine things that might be different about both areas, such as diet and exercise levels, or air pollution.

• Think in terms of questions you want answered. A good research project should collect information for the purpose of answering (or at least attempting to answer) a question. As you review and interconnect topics, you'll think of questions that don't seem to have clear answers yet. These questions are your research topics.

• Don't limit yourself to libraries and online databases. Think in terms of outside resources as well: primary sources, government agencies, even educational TV programs. If you want to know about differences in animal population between public land and an Indian reservation, call the reservation and see if you can speak to their department of fish and wildlife.
• If you're planning to go ahead with original research, that's great – but those techniques aren't covered in this article. Instead, speak with qualified advisors and work with them to set up a thorough, controlled, repeatable process for gathering information.

• If your plan comes down to “researching the topic,” and there aren't any more specific things you can say about it, write down the types of sources you plan to use instead: books (library or private?), magazines (which ones?), interviews, and so on. Your preliminary research should have given you a solid idea of where to begin.

Expanding Your Idea with Research

• It's generally considered more convincing to source one item from three different authors who all agree on it than it is to rely too heavily on one book. Go for quantity at least as much as quality. Be sure to check citations, endnotes, and bibliographies to get more potential sources (and see whether or not all your authors are just quoting the same, older author).
• Writing down your sources and any other relevant details (such as context) around your pieces of information right now will save you lots of trouble in the future.

• Use many different queries to get the database results you want. If one phrasing or a particular set of words doesn't yield useful results, try rephrasing it or using synonymous terms. Online academic databases tend to be dumber than the sum of their parts, so you'll have to use tangentially related terms and inventive language to get all the results you want.

• If it's sensible, consider heading out into the field and speaking to ordinary people for their opinions. This isn't always appropriate (or welcomed) in a research project, but in some cases, it can provide you with some excellent perspective for your research.
• Review cultural artifacts as well. In many areas of study, there's useful information on attitudes, hopes, and/or concerns of people in a particular time and place contained within the art, music, and writing they produced. One has only to look at the woodblock prints of the later German Expressionists, for example, to understand that they lived in a world they felt was often dark, grotesque, and hopeless. Song lyrics and poetry can likewise express strong popular attitudes.

Expert Q&A

• Start early. The foundation of a great research project is the research, which takes time and patience to gather even if you aren't performing any original research of your own. Set aside time for it whenever you can, at least until your initial gathering phase is complete. Past that point, the project should practically come together on its own. Thanks Helpful 1 Not Helpful 0
• When in doubt, write more, rather than less. It's easier to pare down and reorganize an overabundance of information than it is to puff up a flimsy core of facts and anecdotes. Thanks Helpful 1 Not Helpful 0

• Respect the wishes of others. Unless you're a research journalist, it's vital that you yield to the wishes and requests of others before engaging in original research, even if it's technically ethical. Many older American Indians, for instance, harbor a great deal of cultural resentment towards social scientists who visit reservations for research, even those invited by tribal governments for important reasons such as language revitalization. Always tread softly whenever you're out of your element, and only work with those who want to work with you. Thanks Helpful 8 Not Helpful 2
• Be mindful of ethical concerns. Especially if you plan to use original research, there are very stringent ethical guidelines that must be followed for any credible academic body to accept it. Speak to an advisor (such as a professor) about what you plan to do and what steps you should take to verify that it will be ethical. Thanks Helpful 6 Not Helpful 2

You Might Also Like

• ↑ http://www.butte.edu/departments/cas/tipsheets/research/research_paper.html
• ↑ https://www.nhcc.edu/academics/library/doing-library-research/basic-steps-research-process
• ↑ https://library.sacredheart.edu/c.php?g=29803&p=185905
• ↑ https://owl.purdue.edu/owl/general_writing/common_writing_assignments/research_papers/choosing_a_topic.html
• ↑ https://www.unr.edu/writing-speaking-center/student-resources/writing-speaking-resources/using-an-interview-in-a-research-paper
• ↑ https://www.science.org/content/article/how-review-paper

About This Article

The easiest way to get started with a research project is to use your notes and other materials to come up with topics that interest you. Research your favorite topic to see if it can be developed, and then refine it into a research question. Begin thoroughly researching, and collect notes and sources. To learn more about finding reliable and helpful sources while you're researching, continue reading! Did this summary help you? Yes No

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How to write a research plan: Step-by-step guide

Last updated

30 January 2024

Reviewed by

Short on time? Get an AI generated summary of this article instead

Today’s businesses and institutions rely on data and analytics to inform their product and service decisions. These metrics influence how organizations stay competitive and inspire innovation. However, gathering data and insights requires carefully constructed research, and every research project needs a roadmap. This is where a research plan comes into play.

Read this step-by-step guide for writing a detailed research plan that can apply to any project, whether it’s scientific, educational, or business-related.

• What is a research plan?

A research plan is a documented overview of a project in its entirety, from end to end. It details the research efforts, participants, and methods needed, along with any anticipated results. It also outlines the project’s goals and mission, creating layers of steps to achieve those goals within a specified timeline.

Without a research plan, you and your team are flying blind, potentially wasting time and resources to pursue research without structured guidance.

The principal investigator, or PI, is responsible for facilitating the research oversight. They will create the research plan and inform team members and stakeholders of every detail relating to the project. The PI will also use the research plan to inform decision-making throughout the project.

• Why do you need a research plan?

Create a research plan before starting any official research to maximize every effort in pursuing and collecting the research data. Crucially, the plan will model the activities needed at each phase of the research project .

Like any roadmap, a research plan serves as a valuable tool providing direction for those involved in the project—both internally and externally. It will keep you and your immediate team organized and task-focused while also providing necessary definitions and timelines so you can execute your project initiatives with full understanding and transparency.

External stakeholders appreciate a working research plan because it’s a great communication tool, documenting progress and changing dynamics as they arise. Any participants of your planned research sessions will be informed about the purpose of your study, while the exercises will be based on the key messaging outlined in the official plan.

Here are some of the benefits of creating a research plan document for every project:

Project organization and structure

Well-informed participants

All stakeholders and teams align in support of the project

Clearly defined project definitions and purposes

Distractions are eliminated, prioritizing task focus

Timely management of individual task schedules and roles

Costly reworks are avoided

• What should a research plan include?

The different aspects of your research plan will depend on the nature of the project. However, most official research plan documents will include the core elements below. Each aims to define the problem statement , devising an official plan for seeking a solution.

Specific project goals and individual objectives

Ideal strategies or methods for reaching those goals

Required resources

Descriptions of the target audience, sample sizes , demographics, and scopes

Key performance indicators (KPIs)

Project background

Research and testing support

Preliminary studies and progress reporting mechanisms

Cost estimates and change order processes

Depending on the research project’s size and scope, your research plan could be brief—perhaps only a few pages of documented plans. Alternatively, it could be a fully comprehensive report. Either way, it’s an essential first step in dictating your project’s facilitation in the most efficient and effective way.

• How to write a research plan for your project

When you start writing your research plan, aim to be detailed about each step, requirement, and idea. The more time you spend curating your research plan, the more precise your research execution efforts will be.

Account for every potential scenario, and be sure to address each and every aspect of the research.

Consider following this flow to develop a great research plan for your project:

Define your project’s purpose

Start by defining your project’s purpose. Identify what your project aims to accomplish and what you are researching. Remember to use clear language.

Thinking about the project’s purpose will help you set realistic goals and inform how you divide tasks and assign responsibilities. These individual tasks will be your stepping stones to reach your overarching goal.

Additionally, you’ll want to identify the specific problem, the usability metrics needed, and the intended solutions.

Know the following three things about your project’s purpose before you outline anything else:

What you’re doing

Why you’re doing it

What you expect from it

Identify individual objectives

With your overarching project objectives in place, you can identify any individual goals or steps needed to reach those objectives. Break them down into phases or steps. You can work backward from the project goal and identify every process required to facilitate it.

Be mindful to identify each unique task so that you can assign responsibilities to various team members. At this point in your research plan development, you’ll also want to assign priority to those smaller, more manageable steps and phases that require more immediate or dedicated attention.

Select research methods

Once you have outlined your goals, objectives, steps, and tasks, it’s time to drill down on selecting research methods . You’ll want to leverage specific research strategies and processes. When you know what methods will help you reach your goals, you and your teams will have direction to perform and execute your assigned tasks.

Research methods might include any of the following:

User interviews : this is a qualitative research method where researchers engage with participants in one-on-one or group conversations. The aim is to gather insights into their experiences, preferences, and opinions to uncover patterns, trends, and data.

Field studies : this approach allows for a contextual understanding of behaviors, interactions, and processes in real-world settings. It involves the researcher immersing themselves in the field, conducting observations, interviews, or experiments to gather in-depth insights.

Card sorting : participants categorize information by sorting content cards into groups based on their perceived similarities. You might use this process to gain insights into participants’ mental models and preferences when navigating or organizing information on websites, apps, or other systems.

Focus groups : use organized discussions among select groups of participants to provide relevant views and experiences about a particular topic.

Diary studies : ask participants to record their experiences, thoughts, and activities in a diary over a specified period. This method provides a deeper understanding of user experiences, uncovers patterns, and identifies areas for improvement.

Five-second testing: participants are shown a design, such as a web page or interface, for just five seconds. They then answer questions about their initial impressions and recall, allowing you to evaluate the design’s effectiveness.

Surveys : get feedback from participant groups with structured surveys. You can use online forms, telephone interviews, or paper questionnaires to reveal trends, patterns, and correlations.

Tree testing : tree testing involves researching web assets through the lens of findability and navigability. Participants are given a textual representation of the site’s hierarchy (the “tree”) and asked to locate specific information or complete tasks by selecting paths.

Usability testing : ask participants to interact with a product, website, or application to evaluate its ease of use. This method enables you to uncover areas for improvement in digital key feature functionality by observing participants using the product.

Live website testing: research and collect analytics that outlines the design, usability, and performance efficiencies of a website in real time.

There are no limits to the number of research methods you could use within your project. Just make sure your research methods help you determine the following:

What do you plan to do with the research findings?

What decisions will this research inform? How can your stakeholders leverage the research data and results?

Recruit participants and allocate tasks

Next, identify the participants needed to complete the research and the resources required to complete the tasks. Different people will be proficient at different tasks, and having a task allocation plan will allow everything to run smoothly.

Prepare a thorough project summary

Every well-designed research plan will feature a project summary. This official summary will guide your research alongside its communications or messaging. You’ll use the summary while recruiting participants and during stakeholder meetings. It can also be useful when conducting field studies.

Ensure this summary includes all the elements of your research project . Separate the steps into an easily explainable piece of text that includes the following:

An introduction: the message you’ll deliver to participants about the interview, pre-planned questioning, and testing tasks.

Interview questions: prepare questions you intend to ask participants as part of your research study, guiding the sessions from start to finish.

An exit message: draft messaging your teams will use to conclude testing or survey sessions. These should include the next steps and express gratitude for the participant’s time.

Create a realistic timeline

While your project might already have a deadline or a results timeline in place, you’ll need to consider the time needed to execute it effectively.

Realistically outline the time needed to properly execute each supporting phase of research and implementation. And, as you evaluate the necessary schedules, be sure to include additional time for achieving each milestone in case any changes or unexpected delays arise.

For this part of your research plan, you might find it helpful to create visuals to ensure your research team and stakeholders fully understand the information.

Determine how to present your results

A research plan must also describe how you intend to present your results. Depending on the nature of your project and its goals, you might dedicate one team member (the PI) or assume responsibility for communicating the findings yourself.

In this part of the research plan, you’ll articulate how you’ll share the results. Detail any materials you’ll use, such as:

Presentations and slides

A project report booklet

A project findings pamphlet

Documents with key takeaways and statistics

Graphic visuals to support your findings

• Format your research plan

As you create your research plan, you can enjoy a little creative freedom. A plan can assume many forms, so format it how you see fit. Determine the best layout based on your specific project, intended communications, and the preferences of your teams and stakeholders.

Find format inspiration among the following layouts:

Written outlines

Narrative storytelling

Visual mapping

Graphic timelines

Remember, the research plan format you choose will be subject to change and adaptation as your research and findings unfold. However, your final format should ideally outline questions, problems, opportunities, and expectations.

• Research plan example

Imagine you’ve been tasked with finding out how to get more customers to order takeout from an online food delivery platform. The goal is to improve satisfaction and retain existing customers. You set out to discover why more people aren’t ordering and what it is they do want to order or experience. 

You identify the need for a research project that helps you understand what drives customer loyalty . But before you jump in and start calling past customers, you need to develop a research plan—the roadmap that provides focus, clarity, and realistic details to the project.

Here’s an example outline of a research plan you might put together:

Project title

Project members involved in the research plan

Purpose of the project (provide a summary of the research plan’s intent)

Objective 1 (provide a short description for each objective)

Objective 2

Objective 3

Proposed timeline

Audience (detail the group you want to research, such as customers or non-customers)

Budget (how much you think it might cost to do the research)

Risk factors/contingencies (any potential risk factors that may impact the project’s success)

Remember, your research plan doesn’t have to reinvent the wheel—it just needs to fit your project’s unique needs and aims.

Customizing a research plan template

Some companies offer research plan templates to help get you started. However, it may make more sense to develop your own customized plan template. Be sure to include the core elements of a great research plan with your template layout, including the following:

Introductions to participants and stakeholders

Background problems and needs statement

Significance, ethics, and purpose

Research methods, questions, and designs

Preliminary beliefs and expectations

Implications and intended outcomes

Realistic timelines for each phase

Conclusion and presentations

How many pages should a research plan be?

Generally, a research plan can vary in length between 500 to 1,500 words. This is roughly three pages of content. More substantial projects will be 2,000 to 3,500 words, taking up four to seven pages of planning documents.

What is the difference between a research plan and a research proposal?

A research plan is a roadmap to success for research teams. A research proposal, on the other hand, is a dissertation aimed at convincing or earning the support of others. Both are relevant in creating a guide to follow to complete a project goal.

What are the seven steps to developing a research plan?

While each research project is different, it’s best to follow these seven general steps to create your research plan:

Defining the problem

Identifying goals

Choosing research methods

Recruiting participants

Preparing the brief or summary

Establishing task timelines

Defining how you will present the findings

Should you be using a customer insights hub?

Do you want to discover previous research faster?

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Research Process Steps: What they are + How To Follow

There are various approaches to conducting basic and applied research. This article explains the research process steps you should know. Whether you are doing basic research or applied research, there are many ways of doing it. In some ways, each research study is unique since it is conducted at a different time and place.

Conducting research might be difficult, but there are clear processes to follow. The research process starts with a broad idea for a topic. This article will assist you through the research process steps, helping you focus and develop your topic.

Research Process Steps

The research process consists of a series of systematic procedures that a researcher must go through in order to generate knowledge that will be considered valuable by the project and focus on the relevant topic.

To conduct effective research, you must understand the research process steps and follow them. Here are a few steps in the research process to make it easier for you:

Step 1: Identify the Problem

Finding an issue or formulating a research question is the first step. A well-defined research problem will guide the researcher through all stages of the research process, from setting objectives to choosing a technique. There are a number of approaches to get insight into a topic and gain a better understanding of it. Such as:

• A preliminary survey
• Case studies
• Interviews with a small group of people
• Observational survey

Step 2: Evaluate the Literature

A thorough examination of the relevant studies is essential to the research process . It enables the researcher to identify the precise aspects of the problem. Once a problem has been found, the investigator or researcher needs to find out more about it.

This stage gives problem-zone background. It teaches the investigator about previous research, how they were conducted, and its conclusions. The researcher can build consistency between his work and others through a literature review. Such a review exposes the researcher to a more significant body of knowledge and helps him follow the research process efficiently.

Step 3: Create Hypotheses

Formulating an original hypothesis is the next logical step after narrowing down the research topic and defining it. A belief solves logical relationships between variables. In order to establish a hypothesis, a researcher must have a certain amount of expertise in the field. 

It is important for researchers to keep in mind while formulating a hypothesis that it must be based on the research topic. Researchers are able to concentrate their efforts and stay committed to their objectives when they develop theories to guide their work.

Step 4: The Research Design

Research design is the plan for achieving objectives and answering research questions. It outlines how to get the relevant information. Its goal is to design research to test hypotheses, address the research questions, and provide decision-making insights.

The research design aims to minimize the time, money, and effort required to acquire meaningful evidence. This plan fits into four categories:

• Exploration and Surveys
• Data Analysis
• Observation

Step 5: Describe Population

Research projects usually look at a specific group of people, facilities, or how technology is used in the business. In research, the term population refers to this study group. The research topic and purpose help determine the study group.

Suppose a researcher wishes to investigate a certain group of people in the community. In that case, the research could target a specific age group, males or females, a geographic location, or an ethnic group. A final step in a study’s design is to specify its sample or population so that the results may be generalized.

Step 6: Data Collection

Data collection is important in obtaining the knowledge or information required to answer the research issue. Every research collected data, either from the literature or the people being studied. Data must be collected from the two categories of researchers. These sources may provide primary data.

• Questionnaire

Secondary data categories are:

• Literature survey
• Official, unofficial reports
• An approach based on library resources

Step 7: Data Analysis

During research design, the researcher plans data analysis. After collecting data, the researcher analyzes it. The data is examined based on the approach in this step. The research findings are reviewed and reported.

Data analysis involves a number of closely related stages, such as setting up categories, applying these categories to raw data through coding and tabulation, and then drawing statistical conclusions. The researcher can examine the acquired data using a variety of statistical methods.

Step 8: The Report-writing

After completing these steps, the researcher must prepare a report detailing his findings. The report must be carefully composed with the following in mind:

• The Layout: On the first page, the title, date, acknowledgments, and preface should be on the report. A table of contents should be followed by a list of tables, graphs, and charts if any.
• Introduction: It should state the research’s purpose and methods. This section should include the study’s scope and limits.
• Summary of Findings: A non-technical summary of findings and recommendations will follow the introduction. The findings should be summarized if they’re lengthy.
• Principal Report: The main body of the report should make sense and be broken up into sections that are easy to understand.
• Conclusion: The researcher should restate his findings at the end of the main text. It’s the final result.

LEARN ABOUT: 12 Best Tools for Researchers

The research process involves several steps that make it easy to complete the research successfully. The steps in the research process described above depend on each other, and the order must be kept. So, if we want to do a research project, we should follow the research process steps.

QuestionPro’s enterprise-grade research platform can collect survey and qualitative observation data. The tool’s nature allows for data processing and essential decisions. The platform lets you store and process data. Start immediately!

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How to do a research project for your academic study

• Link copied!

Writing a research report is part of most university degrees, so it is essential you know what one is and how to write one. This guide on how to do a research project for your university degree shows you what to do at each stage, taking you from planning to finishing the project.

What is a research project? 

The big question is: what is a research project? A research project for students is an extended essay that presents a question or statement for analysis and evaluation. During a research project, you will present your own ideas and research on a subject alongside analysing existing knowledge. 

How to write a research report 

The next section covers the research project steps necessary to producing a research paper. 

Developing a research question or statement 

Research project topics will vary depending on the course you study. The best research project ideas develop from areas you already have an interest in and where you have existing knowledge. 

The area of study needs to be specific as it will be much easier to cover fully. If your topic is too broad, you are at risk of not having an in-depth project. You can, however, also make your topic too narrow and there will not be enough research to be done. To make sure you don’t run into either of these problems, it’s a great idea to create sub-topics and questions to ensure you are able to complete suitable research. 

A research project example question would be: How will modern technologies change the way of teaching in the future? 

Finding and evaluating sources 

Secondary research is a large part of your research project as it makes up the literature review section. It is essential to use credible sources as failing to do so may decrease the validity of your research project.

Examples of secondary research include:

• Peer-reviewed journals
• Scholarly articles
• Newspapers 

Great places to find your sources are the University library and Google Scholar. Both will give you many opportunities to find the credible sources you need. However, you need to make sure you are evaluating whether they are fit for purpose before including them in your research project as you do not want to include out of date information. 

When evaluating sources, you need to ask yourself:

• Is the information provided by an expert?
• How well does the source answer the research question?
• What does the source contribute to its field?
• Is the source valid? e.g. does it contain bias and is the information up-to-date?

It is important to ensure that you have a variety of sources in order to avoid bias. A successful research paper will present more than one point of view and the best way to do this is to not rely too heavily on just one author or publication. 

Conducting research 

For a research project, you will need to conduct primary research. This is the original research you will gather to further develop your research project. The most common types of primary research are interviews and surveys as these allow for many and varied results. 

Examples of primary research include: 

• Interviews and surveys 
• Focus groups 
• Experiments 
• Research diaries 

If you are looking to study in the UK and have an interest in bettering your research skills, The University of Sheffield is a  world top 100 research university  which will provide great research opportunities and resources for your project. 

Research report format  

Now that you understand the basics of how to write a research project, you now need to look at what goes into each section. The research project format is just as important as the research itself. Without a clear structure you will not be able to present your findings concisely. 

A research paper is made up of seven sections: introduction, literature review, methodology, findings and results, discussion, conclusion, and references. You need to make sure you are including a list of correctly cited references to avoid accusations of plagiarism. 

Introduction 

The introduction is where you will present your hypothesis and provide context for why you are doing the project. Here you will include relevant background information, present your research aims and explain why the research is important. 

Literature review  

The literature review is where you will analyse and evaluate existing research within your subject area. This section is where your secondary research will be presented. A literature review is an integral part of your research project as it brings validity to your research aims. 

What to include when writing your literature review:

• A description of the publications
• A summary of the main points
• An evaluation on the contribution to the area of study
• Potential flaws and gaps in the research 

Methodology

The research paper methodology outlines the process of your data collection. This is where you will present your primary research. The aim of the methodology section is to answer two questions: 

• Why did you select the research methods you used?
• How do these methods contribute towards your research hypothesis? 

In this section you will not be writing about your findings, but the ways in which you are going to try and achieve them. You need to state whether your methodology will be qualitative, quantitative, or mixed. 

• Qualitative – first hand observations such as interviews, focus groups, case studies and questionnaires. The data collected will generally be non-numerical. 
• Quantitative – research that deals in numbers and logic. The data collected will focus on statistics and numerical patterns.
• Mixed – includes both quantitative and qualitative research.

The methodology section should always be written in the past tense, even if you have already started your data collection. 

Findings and results 

In this section you will present the findings and results of your primary research. Here you will give a concise and factual summary of your findings using tables and graphs where appropriate. 

Discussion 

The discussion section is where you will talk about your findings in detail. Here you need to relate your results to your hypothesis, explaining what you found out and the significance of the research. 

It is a good idea to talk about any areas with disappointing or surprising results and address the limitations within the research project. This will balance your project and steer you away from bias.

Some questions to consider when writing your discussion: 

• To what extent was the hypothesis supported?
• Was your research method appropriate?
• Was there unexpected data that affected your results?
• To what extent was your research validated by other sources?

Conclusion 

The conclusion is where you will bring your research project to a close. In this section you will not only be restating your research aims and how you achieved them, but also discussing the wider significance of your research project. You will talk about the successes and failures of the project, and how you would approach further study. 

It is essential you do not bring any new ideas into your conclusion; this section is used only to summarise what you have already stated in the project. 

References 

As a research project is your own ideas blended with information and research from existing knowledge, you must include a list of correctly cited references. Creating a list of references will allow the reader to easily evaluate the quality of your secondary research whilst also saving you from potential plagiarism accusations. 

The way in which you cite your sources will vary depending on the university standard.

If you are an international student looking to  study a degree in the UK , The University of Sheffield International College has a range of  pathway programmes  to prepare you for university study. Undertaking a Research Project is one of the core modules for the  Pre-Masters programme  at The University of Sheffield International College.

Frequently Asked Questions 

What is the best topic for research .

It’s a good idea to choose a topic you have existing knowledge on, or one that you are interested in. This will make the research process easier; as you have an idea of where and what to look for in your sources, as well as more enjoyable as it’s a topic you want to know more about.

What should a research project include? 

There are seven main sections to a research project, these are:

• Introduction – the aims of the project and what you hope to achieve
• Literature review – evaluating and reviewing existing knowledge on the topic
• Methodology – the methods you will use for your primary research
• Findings and results – presenting the data from your primary research
• Discussion – summarising and analysing your research and what you have found out
• Conclusion – how the project went (successes and failures), areas for future study
• List of references – correctly cited sources that have been used throughout the project. 

How long is a research project? 

The length of a research project will depend on the level study and the nature of the subject. There is no one length for research papers, however the average dissertation style essay can be anywhere from 4,000 to 15,000+ words. 

Libraries | Research Guides

Start your research, purpose of this guide, develop a research question, decide on sources, locate your resources.

• Tips for Reading and Notetaking
• Course Reserves This link opens in a new window
• Cite Your Sources
• Individual and Group Study Spaces
• Make an Appointment to Meet with a Librarian This link opens in a new window

This tutorial on research methods will help you gain practical skills and knowledge you can apply for all research needs.

Scroll down to learn about:.

• Developing a Research Question : How do you get background knowledge? Develop a thesis? Start searching?
• Deciding on Sources : What's the difference between academic and popular sources, or primary and secondary sources?
• Locating Sources : How do you locate articles, books and literature reviews both from NUL and other academic institutions?
• Tips for Reading and Note-taking : What are different strategies for reading scholarly articles and books?

Have a question or need help? Contact any NUL Subject Specialist Librarian for personal assistance.

• Build Background on your Topic
• Build a Question
• Videos: Choose and Search Keywords

Somewhere in between your initial idea and settling on a research question, you'll need to do background research on how scholars in a particular subject area have discussed your topic. You may find background research in your textbook or class readings, academic books in the library's collection, or reference sources.

The databases below compile reference sources from a variety of disciplines, and they can be a great way to consider how your topic has been studied from different angles.

• Oxford Bibliographies This link opens in a new window Offers annotated bibliographies of the most important books and articles on specific topics in a growing range of subject areas. Particularly useful for anyone beginning research.
• Oxford Reference Online This link opens in a new window Online version of many Oxford University Press reference works, ranging from specialized dictionaries and companions to major reference works such as the Encyclopedia of Human Rights, the Oxford Encyclopedia of Food and Drink, the Oxford Encyclopedia of Latinos and Latinas in the United States, and the Oxford Encyclopedia of Economic History, among many others.
• CQ Researcher Plus Archive This link opens in a new window The CQ Researcher is a collection of reports covering political and social issues, with regular reports on topics in health, international affairs, education, the environment, technology and the U.S. economy.

Use  NU Search  to browse for books, reference entries, and periodicals to build background information.

After you have an initial project idea, you can think deeper about the idea by developing a "Topic + Question + Significance" sentence. This formula came from Kate Turabian's  Student's Guide to Writing College Papers . Turabian notes that you can use it plan and test your question, but do not incorporate this sentence directly into your paper (p. 13):

TOPIC: I am working on the topic of __________, QUESTION: because I want to find out __________, SIGNIFICANCE: so that I can help others understand __________.

Remember : the shorter your final paper, the narrower your topic needs to be. Having trouble?

• Which specific subset of the topic you can focus on? Specific people, places, or times?
• Is there a cause and effect relationship you can explore?
• Is there something about this topic that is not addressed in scholarship?

Turabian, Kate L.  Student's Guide to Writing College Papers . 4th edition. Chicago: University of Chicago Press. 2010.

How do you move from a research question to searching in a database? You first have to pick out keywords from your research question.

• Evaluating Sources
• Academic vs. Popular Publications
• Primary vs. Secondary Sources
• Video: Types of Scholarly Articles

When evaluating a source of information, consider both the content of the source itself and  the context in which the source was created.  

CONTENT 

•  What does it say? What is its main point or argument? Relevance to your topic? What new information, facts, or opinions does it include? 
•  Where did you find it? Where was it published? 
•  When was it written? Within the past few days, weeks, or years? Is it historical? Has its information changed over time? 
•  Who created this information? What are their credentials? 
•  Why does this source exist? Is its purpose to inform, persuade, or entertain? 
•  How does it incorporate data or evidence? What kinds of evidence?

CONTEXT  

•  What is the audience for this source? General readers, people who work in a specific field, academics? Does it assume previous knowledge? 
•  Where can you find other information about this topic? 
•  When was this information last updated? Has it been revised, redacted, or challenged? 
•  Who is missing from the conversation? Does it include opposing viewpoints, marginalized voices, or global perspectives? 
•  Why do you need this information? Is it for an academic assignment, work project, personal decision-making, or to share with others?* 
•  How did the information find you?  Was it through a relevance-ranked search, social media algorithm, advertising cookie, or press release? 

 *Sources that may be appropriate for sharing with others, deepening personal understanding, or decision-making may not be appropriate for an academic assignment or work presentation. When in doubt, check with your librarian or professor for more guidance! 

Adapted from  Beyond the Source  created by the DePaul University Libraries .

Not all "articles" are the same! They have different purposes and different "architecture".

• Original article – information based on original research
• Case reports – usually of a single case
• Technical notes -  describe a specific technique or procedure
• Pictorial essay – teaching article with images
• Review – detailed analysis of recent research on a specific topic
• Commentary – short article with author’s personal opinions
• Editorial – often short review or critique of original articles
• Letter to the Editor – short & on subject of interest to readers

Peh, WCG and NG, KH. (2008) "Basic Structure and Types of Scientific Papers." Singapore Medical Journal , 48 (7) : 522-525.  http://smj.sma.org.sg/4907/4907emw1.pdf  accessed 4/24/19.

• What are the differences between types of articles? "Scholarly articles," "trade journals," "popular magazines," and "newspapers" are all referred to as "articles" - pretty confusing, right?! Check out this table which distinguishes between the different kinds of "articles" that could be useful sources.

Primary sources  provide the raw data you use to support your arguments. Some common types of primary resources include manuscripts, diaries, court cases, maps, data sets, experiment results, news stories, polls, or original research.  One other way to think about primary sources is  the author was there .

Secondary sources  analyze primary sources, using primary source materials to answer research questions.  Secondary sources may analyze, criticize, interpret or summarize data from primary sources. The most common secondary resources are books, journal articles, or reviews of the literature. 

Depending on the subject in which you are doing your research, what counts as a primary or secondary source can vary!  Here are some examples of types of sources that relate to dragons in different disciplines:

There are many types of primary resources, so it is important to define your parameters by:

• Discipline (e.g. art, history, physics, political science)
• Format (e.g. book, manuscript, map, photograph)
• Type of information you need (e.g. numerical data, images, polls, government reports, letters)

Look at the  Primary and Secondary Sources  guide for more clarification on what primary and secondary sources are in different disciplines! 

• Find Articles
• Videos: Books at NU and Other Libraries
• Find Literature Reviews

Northwestern has access to millions of articles not available through Google!

From the library website , enter your keywords into the NUSearch search box. All results with those keywords in the title or description will appear in the search results. Limit your results to "Peer-reviewed Journals" for scholarly articles.

For a more specific search,  go to one of the Libraries' many scholarly databases. If you know the name of your database, find it with  Databases A-Z . Find subject-specific lists of databases in our  Research Guides.

Searching a scholarly database is different from using a Google search. When searching: 

• Use an advanced search, which  allows you to search for multiple keywords. "AND" allows you to enter more than one term in multiple search boxes to focus your search (e.g. apples AND oranges) for articles about both. "OR" broadens your results (e.g. apples OR oranges) for articles about either. 
• The results may link to a full-text version of the article, but if one is not available, the library can likely get it for you! Clicking the "Find it @ NU" button  on the database's left-hand navigation will display other Northwestern databases that may have access to it. If we don't have access to the article, request it through Interlibrary Loan. 

Locating Books

To locate a book, use the NUsearch.  The catalog will tell you the location and call number for retrieval. You can also request for books to be pulled and picked up at the Circulation desk of your choosing.

Borrowing Materials from other Institutions

Need to borrow a book Northwestern does not own or have an article PDF scanned and sent to you? Log into (or create) your interlibrary loan account.  You may also check the status of your interlibrary loan requests here. Contact the Interlibrary Loan Department for more assistance.

• Interlibrary Loan Department

• Annual Reviews The Annual Reviews provide substantially researched articles written by recognized scholars in a wide variety of disciplines that summarize the major research literature in the field. These are often a good place to start your research and to keep informed about recent developments.
• Oxford Handbooks Online Scholarly reviews of research in 15 subject fields including: Archaeology, Business/Management, Classical Studies, Criminology/Criminal Justice, Economics/Finance, History, Law, Linguistics, Literature, Music, Neuroscience, Philosophy, Physical Sciences, Political Science, Psychology, Religion, Sociology.

Search for literature review articles in subject databases:

• Type the phrase "Literature Review" (with quotation marks) as a search term OR
• Look to see if there is an option to limit your search results by  Document Type  (this may appear underneath the search box or among the filters on the left side of the search results display).

Be careful The document type "Review" is often used and may identify articles that are book reviews, software reviews or reviews of films, performances, art exhibits, etc.

Need Help? Ask Your Librarian

Created by...

Created and maintained by Instruction & Curriculum Support , with content also developed by Chris Davidson, Jason Kruse, Gina Petersen, and Amy Odwarka (intern, fall 2019). 

• Next: Tips for Reading and Notetaking >>
• Last Updated: May 2, 2024 10:39 AM
• URL: https://libguides.northwestern.edu/start-research

How to Start a Research Project: Home

• Video Tutorials

Getting Started

This guide will help you get started with the research process and organize your results in order to manage the many steps involved in doing research.

You may also be interested in the following guides:

• The Research Process: A Suggested Timeline
• Current Events, Opposing Viewpoints, and Controversial Issues
• How To Do A Word Study Without Knowing Hebrew Or Greek
• How to Write an Annotated Bibliography
• How to Write an Exegesis Paper with Library Resources

What's Here?

Step 1: understand the assignment.

Step 2: Choose a Topic

Step 3: Develop a Research Question

Step 4: identify keywords, step 5: develop a search string, step 6: choose the right database, step 7: mark, save, and email your results, step 8: write your paper, step 9: cite your sources, need more help.

Research can be a complex, lengthy, and sometimes intimidating process, but the APU Libraries can help. Librarians are always available to give you customized research suggestions, and you can find books and articles (print and online) via the APU Libraries website .

Subject-Specific Research Assistance

Did you know that there's a librarian who specializes in helping students from your major? Contact your subject librarian for customized help.

Identifying the amount and types of sources your assignment requires will help you choose the right online research tools.

Before you begin developing a strategy for searching the library catalog and databases, you should clarify several things about the assignment:

• What type of assignment is it? (Research paper, essay, opinion paper, review, or other?)
• How long does your paper need to be?
• How many sources do you need for your bibliography?
• What types of information do you need? (Statistics, Web pages, books, articles, images, audio/video clips, or other?)
• Do you need current or historical sources? Or both?

If you are unclear on any of the requirements, ASK YOUR PROFESSOR ASAP ! Doing this early in the semester will save you stress later on and will show your professor that you are proactive.

Step 2: Choose a Topic

Sometimes your topic is assigned by your professor. However, most of the time your professor will give you the freedom to choose your own research topic. Choosing a topic that is specific enough to be manageable without being too narrow can be difficult, but these steps can help.

First, think about what topics might be of interest to you. You can get ideas by skimming your textbook, reading news magazines like Time , or keeping an eye on the news.

Once you've identified a broad topic, looking at a few scholarly reference books (such as dictionaries and encyclopedias) can help you figure out which authors and sources are the most important to know about. Scholarly encyclopedias can also help you discover narrower aspects of your broad topic so that your topic is more manageable.

Often a scholarly reference book will give you a short, authoritative overview of your topic and suggest additional sources for you to read. In essence, reading a reference article can save you time and give you a head-start on your project!

There are two easy ways to find reference material. First, try doing a keyword search of the APU Library Catalog for your topic, limiting your search to the Reference collection (use the drop-down "View Entire Collection" menu and choose "Reference"). Second, try searching for your topic in an online reference database , such as Credo Reference ,  Gale Virtual Reference Library , Oxford Reference Online , or SAGE eReference .

After you've identified and narrowed a research topic, you should re-state it in the form of a research question. Phrasing your topic in the form of a question helps to direct your research process.

Asking whether a fact or statistic directly answers your research question can help you find the most relevant information for your topic. A good research question also leads to a direct answer in the form of a thesis.

A sample research question might be: What are some strategies for improving employee retention among female law enforcement officers?

This question might lead to the following thesis in the final paper: "Recommended strategies for improving employee retention among female law enforcement officers include: flexible benefits and scheduling, diversity training, and..."

A good research question also helps you pull out the different concepts your research will cover. Concepts are discrete ideas that can be researched independently from each other, although most of the time you are looking for research on how multiple concepts interact with each other. Our example, "What are some strategies for improving employee retention among female law enforcement officers?" has 3 distinct concepts:

• Employee retention
• Law enforcement officers

These concepts will become the search keywords you will use in the Library Catalog and online article databases. Keywords are words that appear in the title, table of contents, and other parts of the book or article record in the catalog or database. Keyword searching is different from subject searching, since a keyword search will only return results that exactly match the terms you enter . Searching by subject headings will allow you to pull up books and articles on that topic, regardless of whether or not a particular keyword appears in the record. For more information on subject searching, see our LibGuide on Finding Library Resources by Subject .

Keep in mind that not every author will use the same keywords to describe a topic: one author might write about "police officers," and another might use the phrase "law enforcement officers."

For this reason, you will want to identify some synonyms and related terms for each of your keywords before you start searching. For example:

• Synonyms/related terms: recruitment, promotion, advancement, loyalty
• Synonyms/related terms: women, mothers
• Synonyms/related terms: police, sheriff, cops

Once you've identified your search terms and synonyms, the final pre-search step is to combine those terms into search strings.

To give you the most precise results, online search tools like the library catalog and databases require a specific format for search statements, including the use of words called Boolean operators . Boolean operators are the words AND, OR, and NOT. Placing these words between your search terms will help you find books and articles that are targeted to your research topic.

The Boolean operator AND gives you more targeted results by requiring that two or more terms all appear within the title, abstract, or table of contents of a book or article. Let's imagine we are looking for information on workplace discrimination.

A keyword search in the library catalog for "discrimination" returns 423 titles.

A keyword search for "discrimination AND workplace" returns only 12 titles, but those 12 are much more relevant to our topic.

The Boolean operator OR is the opposite of AND. OR generally gives you more search results by requiring either one term or another to appear in a book or article. OR works best when you are looking for synonyms or related terms.

For example, a keyword search in the library catalog for "recruitment" returns 62 titles.

A keyword search for "recruitment OR retention" returns 141 titles.

A keyword search for "recruitment AND retention" returns 17 titles.

There are 2 types of research sources that can be found through the APU Libraries web site: books and articles.

To find books, use the APU Library Catalog :

To find articles, use a database. This short video from RMIT (an Australian university) can help you understand what library databases contain and how they work:  http://www.youtube.com/watch?v=KKIbnNLCh8g&feature=player_embedded

APU subscribes to more than 120 subscription databases , so it can be tricky to find the right one! The easiest way to choose the right database for your topic is to use the subject menu on the "All Databases" page--it will help you find a database recommended for your subject.

Still not sure? A good multidisciplinary database to begin with is Academic Search Premier :

(Search results will open in a new window.)

Once you've started finding books and articles on your topic, be sure to save the information. This will save you time as you organize your notes and start preparing your bibliography.

In the APU Library Catalog , you can download information about the books you find by adding them to your book bag: 

Then, click the "View Bag" button and follow the directions to print, save, or email your records: 

You can also automatically generate an APA, MLA, or Chicago-style citation for the books you find by clicking on the "WorldCat Citations" link from the catalog record:

In online databases , look for buttons or checkbozes to mark your articles or save them in a folder. Then look for print/email/save options; usually you can also choose to have a pre-formatted citation (in APA, MLA, or Chicago style) included in the email or saved file.

If the database you're using does not have a full-text copy of the article you need, click on the "Full Text Finder" button. The Full Text Finder will tell you if there is a copy of the article in another database; if so, it will link you to the full text.

If the Full Text Finder indicates that full text is not available, it will provide you with a link to the ArticleReach service. Click the link to request a free, scanned copy of the article from another library. For more information about ArticleReach, please see our ArticleReach guide .

By this point, you should have a pretty good idea of what your main points are. If you want some help with the writing process , you should schedule an appointment with the APU Writing Center . The writing tutors can give you tips, feedback, and suggestions that can help you write a great paper!

It is important that you cite your information sources correctly in your paper, for several reasons:

• You need to give credit to the original author of your information.
• If you don't cite your sources, you may be accused of plagiarism .
• Providing citations shows your professor that you have devoted time and effort to researching your topic.
• Citations help future readers of your work locate the sources you've used, so that they can build upon the research you've started.

If you need help citing sources, there are several how-to guides available in the LibGuides system.

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• Last Updated: Sep 26, 2023 9:42 AM
• URL: https://apu.libguides.com/startresearch

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Home » How To Write A Research Proposal – Step-by-Step [Template]

How To Write A Research Proposal – Step-by-Step [Template]

Table of Contents

How To Write a Research Proposal

Writing a Research proposal involves several steps to ensure a well-structured and comprehensive document. Here is an explanation of each step:

1. Title and Abstract

• Choose a concise and descriptive title that reflects the essence of your research.
• Write an abstract summarizing your research question, objectives, methodology, and expected outcomes. It should provide a brief overview of your proposal.

2. Introduction:

• Provide an introduction to your research topic, highlighting its significance and relevance.
• Clearly state the research problem or question you aim to address.
• Discuss the background and context of the study, including previous research in the field.

3. Research Objectives

• Outline the specific objectives or aims of your research. These objectives should be clear, achievable, and aligned with the research problem.

4. Literature Review:

• Conduct a comprehensive review of relevant literature and studies related to your research topic.
• Summarize key findings, identify gaps, and highlight how your research will contribute to the existing knowledge.

5. Methodology:

• Describe the research design and methodology you plan to employ to address your research objectives.
• Explain the data collection methods, instruments, and analysis techniques you will use.
• Justify why the chosen methods are appropriate and suitable for your research.

6. Timeline:

• Create a timeline or schedule that outlines the major milestones and activities of your research project.
• Break down the research process into smaller tasks and estimate the time required for each task.

7. Resources:

• Identify the resources needed for your research, such as access to specific databases, equipment, or funding.
• Explain how you will acquire or utilize these resources to carry out your research effectively.

8. Ethical Considerations:

• Discuss any ethical issues that may arise during your research and explain how you plan to address them.
• If your research involves human subjects, explain how you will ensure their informed consent and privacy.

9. Expected Outcomes and Significance:

• Clearly state the expected outcomes or results of your research.
• Highlight the potential impact and significance of your research in advancing knowledge or addressing practical issues.

10. References:

• Provide a list of all the references cited in your proposal, following a consistent citation style (e.g., APA, MLA).

11. Appendices:

• Include any additional supporting materials, such as survey questionnaires, interview guides, or data analysis plans.

Research Proposal Format

The format of a research proposal may vary depending on the specific requirements of the institution or funding agency. However, the following is a commonly used format for a research proposal:

1. Title Page:

• Include the title of your research proposal, your name, your affiliation or institution, and the date.

2. Abstract:

• Provide a brief summary of your research proposal, highlighting the research problem, objectives, methodology, and expected outcomes.

3. Introduction:

• Introduce the research topic and provide background information.
• State the research problem or question you aim to address.
• Explain the significance and relevance of the research.
• Review relevant literature and studies related to your research topic.
• Summarize key findings and identify gaps in the existing knowledge.
• Explain how your research will contribute to filling those gaps.

5. Research Objectives:

• Clearly state the specific objectives or aims of your research.
• Ensure that the objectives are clear, focused, and aligned with the research problem.

6. Methodology:

• Describe the research design and methodology you plan to use.
• Explain the data collection methods, instruments, and analysis techniques.
• Justify why the chosen methods are appropriate for your research.

7. Timeline:

8. Resources:

• Explain how you will acquire or utilize these resources effectively.

9. Ethical Considerations:

• If applicable, explain how you will ensure informed consent and protect the privacy of research participants.

10. Expected Outcomes and Significance:

11. References:

12. Appendices:

Research Proposal Template

Here’s a template for a research proposal:

1. Introduction:

2. Literature Review:

3. Research Objectives:

4. Methodology:

5. Timeline:

6. Resources:

7. Ethical Considerations:

8. Expected Outcomes and Significance:

9. References:

10. Appendices:

Research Proposal Sample

Title: The Impact of Online Education on Student Learning Outcomes: A Comparative Study

1. Introduction

Online education has gained significant prominence in recent years, especially due to the COVID-19 pandemic. This research proposal aims to investigate the impact of online education on student learning outcomes by comparing them with traditional face-to-face instruction. The study will explore various aspects of online education, such as instructional methods, student engagement, and academic performance, to provide insights into the effectiveness of online learning.

2. Objectives

The main objectives of this research are as follows:

• To compare student learning outcomes between online and traditional face-to-face education.
• To examine the factors influencing student engagement in online learning environments.
• To assess the effectiveness of different instructional methods employed in online education.
• To identify challenges and opportunities associated with online education and suggest recommendations for improvement.

3. Methodology

3.1 Study Design

This research will utilize a mixed-methods approach to gather both quantitative and qualitative data. The study will include the following components:

3.2 Participants

The research will involve undergraduate students from two universities, one offering online education and the other providing face-to-face instruction. A total of 500 students (250 from each university) will be selected randomly to participate in the study.

3.3 Data Collection

The research will employ the following data collection methods:

• Quantitative: Pre- and post-assessments will be conducted to measure students’ learning outcomes. Data on student demographics and academic performance will also be collected from university records.
• Qualitative: Focus group discussions and individual interviews will be conducted with students to gather their perceptions and experiences regarding online education.

3.4 Data Analysis

Quantitative data will be analyzed using statistical software, employing descriptive statistics, t-tests, and regression analysis. Qualitative data will be transcribed, coded, and analyzed thematically to identify recurring patterns and themes.

4. Ethical Considerations

The study will adhere to ethical guidelines, ensuring the privacy and confidentiality of participants. Informed consent will be obtained, and participants will have the right to withdraw from the study at any time.

5. Significance and Expected Outcomes

This research will contribute to the existing literature by providing empirical evidence on the impact of online education on student learning outcomes. The findings will help educational institutions and policymakers make informed decisions about incorporating online learning methods and improving the quality of online education. Moreover, the study will identify potential challenges and opportunities related to online education and offer recommendations for enhancing student engagement and overall learning outcomes.

6. Timeline

The proposed research will be conducted over a period of 12 months, including data collection, analysis, and report writing.

The estimated budget for this research includes expenses related to data collection, software licenses, participant compensation, and research assistance. A detailed budget breakdown will be provided in the final research plan.

8. Conclusion

This research proposal aims to investigate the impact of online education on student learning outcomes through a comparative study with traditional face-to-face instruction. By exploring various dimensions of online education, this research will provide valuable insights into the effectiveness and challenges associated with online learning. The findings will contribute to the ongoing discourse on educational practices and help shape future strategies for maximizing student learning outcomes in online education settings.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Written by Casey Scott-Songin

Research projects, 0 comment(s).

It can be really exciting to embark on a research project, but knowing where to start can feel overwhelming! Setting up a research project properly means that you will save yourself a lot of stress, worrying about whether you’ll collect useful information, and will save you time analysing results!

Before you even begin to think about what research method you should use or where to recruit participants , you need to think about the purpose, objectives, and key research questions for your project. Below are the six steps to starting a research project that you can be confident in!

1. Define your purpose

The first thing you need to do is have a clear understanding of the purpose of your project. If you had to summarise why you wanted to do this project in two to three sentences, what would they be?

These should include:

• what problem you are trying to solve
• the context for that problem
• the purpose of the project

The problem you are trying to solve

Think about how to summarise your main problem in one sentence.  Is it that your product is not selling? Are you not sure why some ads are more successful than others? Is it that you are struggling to grow you client list? Or maybe There is a high bounce rate on a particular page on your website. Whatever it is, clearly identify it in one sentence (okay, two sentences maximum). 

The context for that problem

This is the opportunity to think about what you already know. This should be a summary of what data or research you already have access to. This could include analytics from your website or social media pages, previous qualitative research you may have done, or sector or industry research you have access to. Basically, this is the data that has helped you realise you had a problem to begin with. Knowing where you are starting from will help you significantly when you finish your research because you’ll have a clear understanding of where you are coming from in order to define where you want to be in the future.

The purpose of the project

This should be a sentence about why you decided to do this research project in the first place. If you are working with stakeholders and will be using this to get research approved, this sentence should be your commitment that research can help solve the problem you have identified.

2. Clarify your Objectives

This section should focus on what the research will add to the overall project. It should clearly identify the goals you want to achieve by the end of the research project. Try to focus on one or two goals maximum. You will know you have succeeded at the end of the project if you have achieved these goals. 

For example, if the problem you have identified is that you have a high bounce rate on the main sales page on your website, your objectives of the research may be:

• To identify the key problems on the sales page that is resulting in a high number of users leaving without buying anything
• To understand which audiences are most likely to leave without purchasing anything

Finally, you should identify (if you can) what type of outcomes you want to have from this research project. Will you be writing a report? Will it result in a list of recommended changes to your website? Being very clear about what to expect at the end of the project helps stakeholders get on board and support research projects like these.

3. Define your Key Research Questions

A very important step in any research plan is to identify your key research questions. These are very useful and help you narrow the focus of your research project. They are also really useful when you are analysing your data! When you go to write your report, if you use the data to answer the questions you’ve asked for this project, you’ll know you will have done what you set out to do. 

These questions should be the key questions you are hoping to get an answer to. Try to keep to around five to ten questions. Being as specific as possible to help you focus your research project and get the answers you need to solve your problem. 

Key research questions should be as specific as possible to help you focus your research project and get the answers you need to solve your problem. 

These questions could fall into some of the below categories:

• Why is something happening? 
• Why are your customers behaving a certain way? 
• Why is something not being used?
• What are your audiences’ needs?
• What is motivating your users to do something?
• What specific questions do you have about the product or service?
• What questions do you have after looking into the data that is already available?

The questions you write should not be the questions you ask your audiences. These are often complex and overarching questions, and will most likely need to be broken down when asking your audiences in order to collect useful data. 

4. Write out your Hypotheses and Challenge your Assumptions

An often skipped step, but an important one nonetheless, is to think about any hypotheses you have. Do you expect to have any particular outcomes to the research? Go back to your research questions and write down what you think the answers might be. What do you expect your audiences to do, think or feel? These will entirely be your thoughts and don’t necessarily have to be based in data. To make sure it is clear, you should write these starting each sentence with  “I think….”. 

Now take a look at your research questions again. Have you made any assumptions when crafting your research questions? Did you leave anything out because you assumed you knew the answers? Did you assume something would be more important that something else?

In order to make sure your research is as objective as possible, you need to be aware of what biases you are bringing to the research.

Understanding your hypotheses and assumptions is a crucial step to making your research objective. In order to make sure your research is as objective as possible, you need to be aware of what biases you are bringing to the research. These biases will mean you will be more likely to hear some things over other things. This is called confirmation bias, and it can lead to you making some results more or less important than they actually are. 

It’s useful to document these so you can refer back to them throughout the research process. If you lay out all the things you think might inadvertently impact your interpretation of the results, it will help you from letting confirmation bias influence your research. 

5. Choose your Methodology 

Now that you have a good understanding of what your research project is trying to accomplish, it’s time to choose the right research method to get the information you are looking for!

There are two main types of research methods to choose from: quantitative research and qualitative research. 

Quantitative research identifies what your users are doing while qualitative research helps to understand why users do what they do.

Quantitative Research

Quantitative research helps to answer the question: What are your consumers/audiences/users doing? These methods can capture large data sets relatively quickly and give a basic understanding of audience behaviours. Having a large data set allows you to provide a strong confidence in findings relatively quickly. You’ll be able to quickly and easily see if any patterns are emerging. 

While quantitative research is very good at capturing what users are doing, it cannot easily capture what users’ underlying decision making processes are. Further, it does not allow you to follow up on unexpected findings, or have the flexibility to investigate different areas on inquiry. 

Qualitative Research

Qualitative research helps to answer the question: Why are users doing what they’re doing? These research methods can provide an in-depth understanding of user behaviours, attitudes and decision making processes. These methods also allow you to have the flexibility to explore unexpected results, which is often where important or insightful data lies. It usually results in much smaller data sets, but the data is often very rich and cn provide a deep dive into the research questions you are hoping to answer.

Qualitative research does not provide a large data set, and analysis can be time consuming. Further, it is often important to make sure you’re project setup is as objective as possible, as it is possible to accidentally skew your data with your own biases. 

Choosing your Research Method

When deciding on a research method, it can be useful to evaluate whether your key research questions fall into one of the following three categories:

If you are looking to collect breadth in data, you are most likely looking to answer questions around what a large group of people think. Some examples of research methods that can provide breadth in data are surveys, task analysis, or card sorting. These are research methods that work best when a wide range or a large quantity of people need to be reached in order to answer your question. They are useful because the methods themselves allow for data to be categorised relatively easily, which helps analyse quickly. These methods are most useful when testing a hypothesis rather than defining a problem. 

If you are looking to understand the context of something, you are most likely trying to get a better understanding of what problems might exist. Research methods that look for context are most useful when there isn’t much knowledge about the subject. They can often help define the questions as well. Context can be captured with qualitative or quantitative methods. Web or social analytics is a good example of understanding context using a quantitative research method.  Qualitative research methods that capture context include participant observations in natural or group settings. Overall, these methods are good at finding out people’s natural behaviours with little intervention – what they do vs. what they say they do. 

Looking for depth in your key research questions most likely means you’ll be using a qualitative research method, such as interviews or focus groups, to answer your questions. These types of research methods allow you to use open questions to dig deeper into answers and explore topics in greater depth. Depth methods allow you to most accurately define a problem you are hoping to solve with your service or product. Methods such as co-creation or participatory design allow for you to work closely with your audiences to design solutions you know they will like. 

If you’d like to learn more about choosing the right research methods, check out my post: How to Choose the Right Research Method for your Project

6. Recruit your Participants

Once you have chosen the research method that would be best for your project, it’s time to think about who you want to speak to, and how you are going to recruit their help to your project. This is often the most difficult task, but it is one of the most critical things to get correct.

How do you recruit participants for your research project?

The first thing you need to do is identify who you would like to speak to. It could be your entire audience, it could be a subset of people, or it could be people who currently don’t engage with you! 

Finding people from your audience

Once you have an idea of who you want to speak to, think about where you might find them. Maybe you have an email list so it’s as simple as reaching out to your current subscribers! If you don’t currently have anyone on your email list, think about where your audience might be. Would they be in a particular facebook group? Maybe they follow you on social media? Reaching out to your audiences on owned channels such as your social media accounts, via email, or even as a pop up on your website can be a really cheap and easy way to speak to your audiences. 

Finding people who don’t know who you are

And if you’re just starting out, or you want to speak to people who don’t currently follow you, you can always recruit through panels. Depending on how many people you’d like to speak to, you can recruit via panels for relatively low costs, and ensure you’ll get participants that will be relevant to your key research questions. Some survey tools (such as Survey Monkey) have panels you can use built right into their software, or you can search for panels in your country (or the country you’re interested in speaking to participants to) to find a company that would be a good partner for your project. 

How many participants is enough?

How many people is enough for your research project will depend entirely on the research method you choose and the complexity of the questions you are trying to answer. For me, I generally try to get at least 100 survey responses if I’m sending out a survey, and anywhere from six to twenty participants for qualitative research methods such as interviews, focus groups, or co-creation. 

Taking slightly more time to set up a research project has huge benefits and means that your results will be as useful as possible and findings and recommendations will come together much easier and quicker than they would otherwise. 

To find out more about a variety of elements that go into research projects in more detail, check out the other posts on my blog !

What steps do you take when starting research?

Let me know in the comments below if you have tried any of the above methods!

And don’t forget to sign up to my newsletter to recieve more on what research methods to choose, research best practice, and a variety of other relevant and informative content!

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How to plan a research project

Whether for a paper or a thesis, define your question, review the work of others – and leave yourself open to discovery.

by Brooke Harrington   + BIO

is professor of sociology at Dartmouth College in New Hampshire. Her research has won international awards both for scholarly quality and impact on public life. She has published dozens of articles and three books, most recently the bestseller Capital without Borders (2016), now translated into five languages.

Edited by Sam Haselby

Need to know

‘When curiosity turns to serious matters, it’s called research.’ – From Aphorisms (1880-1905) by Marie von Ebner-Eschenbach

Planning research projects is a time-honoured intellectual exercise: one that requires both creativity and sharp analytical skills. The purpose of this Guide is to make the process systematic and easy to understand. While there is a great deal of freedom and discovery involved – from the topics you choose, to the data and methods you apply – there are also some norms and constraints that obtain, no matter what your academic level or field of study. For those in high school through to doctoral students, and from art history to archaeology, research planning involves broadly similar steps, including: formulating a question, developing an argument or predictions based on previous research, then selecting the information needed to answer your question.

Some of this might sound self-evident but, as you’ll find, research requires a different way of approaching and using information than most of us are accustomed to in everyday life. That is why I include orienting yourself to knowledge-creation as an initial step in the process. This is a crucial and underappreciated phase in education, akin to making the transition from salaried employment to entrepreneurship: suddenly, you’re on your own, and that requires a new way of thinking about your work.

What follows is a distillation of what I’ve learned about this process over 27 years as a professional social scientist. It reflects the skills that my own professors imparted in the sociology doctoral programme at Harvard, as well as what I learned later on as a research supervisor for Ivy League PhD and MA students, and then as the author of award-winning scholarly books and articles. It can be adapted to the demands of both short projects (such as course term papers) and long ones, such as a thesis.

At its simplest, research planning involves the four distinct steps outlined below: orienting yourself to knowledge-creation; defining your research question; reviewing previous research on your question; and then choosing relevant data to formulate your own answers. Because the focus of this Guide is on planning a research project, as opposed to conducting a research project, this section won’t delve into the details of data-collection or analysis; those steps happen after you plan the project. In addition, the topic is vast: year-long doctoral courses are devoted to data and analysis. Instead, the fourth part of this section will outline some basic strategies you could use in planning a data-selection and analysis process appropriate to your research question.

Step 1: Orient yourself

Planning and conducting research requires you to make a transition, from thinking like a consumer of information to thinking like a producer of information. That sounds simple, but it’s actually a complex task. As a practical matter, this means putting aside the mindset of a student, which treats knowledge as something created by other people. As students, we are often passive receivers of knowledge: asked to do a specified set of readings, then graded on how well we reproduce what we’ve read.

Researchers, however, must take on an active role as knowledge producers . Doing research requires more of you than reading and absorbing what other people have written: you have to engage in a dialogue with it. That includes arguing with previous knowledge and perhaps trying to show that ideas we have accepted as given are actually wrong or incomplete. For example, rather than simply taking in the claims of an author you read, you’ll need to draw out the implications of those claims: if what the author is saying is true, what else does that suggest must be true? What predictions could you make based on the author’s claims?

In other words, rather than treating a reading as a source of truth – even if it comes from a revered source, such as Plato or Marie Curie – this orientation step asks you to treat the claims you read as provisional and subject to interrogation. That is one of the great pieces of wisdom that science and philosophy can teach us: that the biggest advances in human understanding have been made not by being correct about trivial things, but by being wrong in an interesting way . For example, Albert Einstein was wrong about quantum mechanics, but his arguments about it with his fellow physicist Niels Bohr have led to some of the biggest breakthroughs in science, even a century later.

Step 2: Define your research question

Students often give this step cursory attention, but experienced researchers know that formulating a good question is sometimes the most difficult part of the research planning process. That is because the precise language of the question frames the rest of the project. It’s therefore important to pose the question carefully, in a way that’s both possible to answer and likely to yield interesting results. Of course, you must choose a question that interests you, but that’s only the beginning of what’s likely to be an iterative process: most researchers come back to this step repeatedly, modifying their questions in light of previous research, resource limitations and other considerations.

Researchers face limits in terms of time and money. They, like everyone else, have to pose research questions that they can plausibly answer given the constraints they face. For example, it would be inadvisable to frame a project around the question ‘What are the roots of the Arab-Israeli conflict?’ if you have only a week to develop an answer and no background on that topic. That’s not to limit your imagination: you can come up with any question you’d like. But it typically does require some creativity to frame a question that you can answer well – that is, by investigating thoroughly and providing new insights – within the limits you face.

In addition to being interesting to you, and feasible within your resource constraints, the third and most important characteristic of a ‘good’ research topic is whether it allows you to create new knowledge. It might turn out that your question has already been asked and answered to your satisfaction: if so, you’ll find out in the next step of this process. On the other hand, you might come up with a research question that hasn’t been addressed previously. Before you get too excited about breaking uncharted ground, consider this: a lot of potentially researchable questions haven’t been studied for good reason ; they might have answers that are trivial or of very limited interest. This could include questions such as ‘Why does the area of a circle equal π r²?’ or ‘Did winter conditions affect Napoleon’s plans to invade Russia?’ Of course, you might be able to make the argument that a seemingly trivial question is actually vitally important, but you must be prepared to back that up with convincing evidence. The exercise in the ‘Learn More’ section below will help you think through some of these issues.

Finally, scholarly research questions must in some way lead to new and distinctive insights. For example, lots of people have studied gender roles in sports teams; what can you ask that hasn’t been asked before? Reinventing the wheel is the number-one no-no in this endeavour. That’s why the next step is so important: reviewing previous research on your topic. Depending on what you find in that step, you might need to revise your research question; iterating between your question and the existing literature is a normal process. But don’t worry: it doesn’t go on forever. In fact, the iterations taper off – and your research question stabilises – as you develop a firm grasp of the current state of knowledge on your topic.

Step 3: Review previous research

In academic research, from articles to books, it’s common to find a section called a ‘literature review’. The purpose of that section is to describe the state of the art in knowledge on the research question that a project has posed. It demonstrates that researchers have thoroughly and systematically reviewed the relevant findings of previous studies on their topic, and that they have something novel to contribute.

Your own research project should include something like this, even if it’s a high-school term paper. In the research planning process, you’ll want to list at least half a dozen bullet points stating the major findings on your topic by other people. In relation to those findings, you should be able to specify where your project could provide new and necessary insights. There are two basic rhetorical positions one can take in framing the novelty-plus-importance argument required of academic research:

• Position 1 requires you to build on or extend a set of existing ideas; that means saying something like: ‘Person A has argued that X is true about gender; this implies Y, which has not yet been tested. My project will test Y, and if I find evidence to support it, that will change the way we understand gender.’
• Position 2 is to argue that there is a gap in existing knowledge, either because previous research has reached conflicting conclusions or has failed to consider something important. For example, one could say that research on middle schoolers and gender has been limited by being conducted primarily in coeducational environments, and that findings might differ dramatically if research were conducted in more schools where the student body was all-male or all-female.

Your overall goal in this step of the process is to show that your research will be part of a larger conversation: that is, how your project flows from what’s already known, and how it advances, extends or challenges that existing body of knowledge. That will be the contribution of your project, and it constitutes the motivation for your research.

Two things are worth mentioning about your search for sources of relevant previous research. First, you needn’t look only at studies on your precise topic. For example, if you want to study gender-identity formation in schools, you shouldn’t restrict yourself to studies of schools; the empirical setting (schools) is secondary to the larger social process that interests you (how people form gender identity). That process occurs in many different settings, so cast a wide net. Second, be sure to use legitimate sources – meaning publications that have been through some sort of vetting process, whether that involves peer review (as with academic journal articles you might find via Google Scholar) or editorial review (as you’d find in well-known mass media publications, such as The Economist or The Washington Post ). What you’ll want to avoid is using unvetted sources such as personal blogs or Wikipedia. Why? Because anybody can write anything in those forums, and there is no way to know – unless you’re already an expert – if the claims you find there are accurate. Often, they’re not.

Step 4: Choose your data and methods

Whatever your research question is, eventually you’ll need to consider which data source and analytical strategy are most likely to provide the answers you’re seeking. One starting point is to consider whether your question would be best addressed by qualitative data (such as interviews, observations or historical records), quantitative data (such as surveys or census records) or some combination of both. Your ideas about data sources will, in turn, suggest options for analytical methods.

You might need to collect your own data, or you might find everything you need readily available in an existing dataset someone else has created. A great place to start is with a research librarian: university libraries always have them and, at public universities, those librarians can work with the public, including people who aren’t affiliated with the university. If you don’t happen to have a public university and its library close at hand, an ordinary public library can still be a good place to start: the librarians are often well versed in accessing data sources that might be relevant to your study, such as the census, or historical archives, or the Survey of Consumer Finances.

Because your task at this point is to plan research, rather than conduct it, the purpose of this step is not to commit you irrevocably to a course of action. Instead, your goal here is to think through a feasible approach to answering your research question. You’ll need to find out, for example, whether the data you want exist; if not, do you have a realistic chance of gathering the data yourself, or would it be better to modify your research question? In terms of analysis, would your strategy require you to apply statistical methods? If so, do you have those skills? If not, do you have time to learn them, or money to hire a research assistant to run the analysis for you?

Please be aware that qualitative methods in particular are not the casual undertaking they might appear to be. Many people make the mistake of thinking that only quantitative data and methods are scientific and systematic, while qualitative methods are just a fancy way of saying: ‘I talked to some people, read some old newspapers, and drew my own conclusions.’ Nothing could be further from the truth. In the final section of this guide, you’ll find some links to resources that will provide more insight on standards and procedures governing qualitative research, but suffice it to say: there are rules about what constitutes legitimate evidence and valid analytical procedure for qualitative data, just as there are for quantitative data.

Circle back and consider revising your initial plans

As you work through these four steps in planning your project, it’s perfectly normal to circle back and revise. Research planning is rarely a linear process. It’s also common for new and unexpected avenues to suggest themselves. As the sociologist Thorstein Veblen wrote in 1908 : ‘The outcome of any serious research can only be to make two questions grow where only one grew before.’ That’s as true of research planning as it is of a completed project. Try to enjoy the horizons that open up for you in this process, rather than becoming overwhelmed; the four steps, along with the two exercises that follow, will help you focus your plan and make it manageable.

Key points – How to plan a research project

• Planning a research project is essential no matter your academic level or field of study. There is no one ‘best’ way to design research, but there are certain guidelines that can be helpfully applied across disciplines.
• Orient yourself to knowledge-creation. Make the shift from being a consumer of information to being a producer of information.
• Define your research question. Your question frames the rest of your project, sets the scope, and determines the kinds of answers you can find.
• Review previous research on your question. Survey the existing body of relevant knowledge to ensure that your research will be part of a larger conversation.
• Choose your data and methods. For instance, will you be collecting qualitative data, via interviews, or numerical data, via surveys?
• Circle back and consider revising your initial plans. Expect your research question in particular to undergo multiple rounds of refinement as you learn more about your topic.

Good research questions tend to beget more questions. This can be frustrating for those who want to get down to business right away. Try to make room for the unexpected: this is usually how knowledge advances. Many of the most significant discoveries in human history have been made by people who were looking for something else entirely. There are ways to structure your research planning process without over-constraining yourself; the two exercises below are a start, and you can find further methods in the Links and Books section.

The following exercise provides a structured process for advancing your research project planning. After completing it, you’ll be able to do the following:

• describe clearly and concisely the question you’ve chosen to study
• summarise the state of the art in knowledge about the question, and where your project could contribute new insight
• identify the best strategy for gathering and analysing relevant data

In other words, the following provides a systematic means to establish the building blocks of your research project.

Exercise 1: Definition of research question and sources

This exercise prompts you to select and clarify your general interest area, develop a research question, and investigate sources of information. The annotated bibliography will also help you refine your research question so that you can begin the second assignment, a description of the phenomenon you wish to study.

Jot down a few bullet points in response to these two questions, with the understanding that you’ll probably go back and modify your answers as you begin reading other studies relevant to your topic:

• What will be the general topic of your paper?
• What will be the specific topic of your paper?

b) Research question(s)

Use the following guidelines to frame a research question – or questions – that will drive your analysis. As with Part 1 above, you’ll probably find it necessary to change or refine your research question(s) as you complete future assignments.

• Your question should be phrased so that it can’t be answered with a simple ‘yes’ or ‘no’.
• Your question should have more than one plausible answer.
• Your question should draw relationships between two or more concepts; framing the question in terms of How? or What? often works better than asking Why ?

c) Annotated bibliography

Most or all of your background information should come from two sources: scholarly books and journals, or reputable mass media sources. You might be able to access journal articles electronically through your library, using search engines such as JSTOR and Google Scholar. This can save you a great deal of time compared with going to the library in person to search periodicals. General news sources, such as those accessible through LexisNexis, are acceptable, but should be cited sparingly, since they don’t carry the same level of credibility as scholarly sources. As discussed above, unvetted sources such as blogs and Wikipedia should be avoided, because the quality of the information they provide is unreliable and often misleading.

To create an annotated bibliography, provide the following information for at least 10 sources relevant to your specific topic, using the format suggested below.

Name of author(s):

Publication date:

Title of book, chapter, or article:

If a chapter or article, title of journal or book where they appear:

Brief description of this work, including main findings and methods ( c 75 words):

Summary of how this work contributes to your project ( c 75 words):

Brief description of the implications of this work ( c 25 words):

Identify any gap or controversy in knowledge this work points up, and how your project could address those problems ( c 50 words):

Exercise 2: Towards an analysis

Develop a short statement ( c 250 words) about the kind of data that would be useful to address your research question, and how you’d analyse it. Some questions to consider in writing this statement include:

• What are the central concepts or variables in your project? Offer a brief definition of each.
• Do any data sources exist on those concepts or variables, or would you need to collect data?
• Of the analytical strategies you could apply to that data, which would be the most appropriate to answer your question? Which would be the most feasible for you? Consider at least two methods, noting their advantages or disadvantages for your project.

Links & books

One of the best texts ever written about planning and executing research comes from a source that might be unexpected: a 60-year-old work on urban planning by a self-trained scholar. The classic book The Death and Life of Great American Cities (1961) by Jane Jacobs (available complete and free of charge via this link ) is worth reading in its entirety just for the pleasure of it. But the final 20 pages – a concluding chapter titled ‘The Kind of Problem a City Is’ – are really about the process of thinking through and investigating a problem. Highly recommended as a window into the craft of research.

Jacobs’s text references an essay on advancing human knowledge by the mathematician Warren Weaver. At the time, Weaver was director of the Rockefeller Foundation, in charge of funding basic research in the natural and medical sciences. Although the essay is titled ‘A Quarter Century in the Natural Sciences’ (1960) and appears at first blush to be merely a summation of one man’s career, it turns out to be something much bigger and more interesting: a meditation on the history of human beings seeking answers to big questions about the world. Weaver goes back to the 17th century to trace the origins of systematic research thinking, with enthusiasm and vivid anecdotes that make the process come alive. The essay is worth reading in its entirety, and is available free of charge via this link .

For those seeking a more in-depth, professional-level discussion of the logic of research design, the political scientist Harvey Starr provides insight in a compact format in the article ‘Cumulation from Proper Specification: Theory, Logic, Research Design, and “Nice” Laws’ (2005). Starr reviews the ‘research triad’, consisting of the interlinked considerations of formulating a question, selecting relevant theories and applying appropriate methods. The full text of the article, published in the scholarly journal Conflict Management and Peace Science , is available, free of charge, via this link .

Finally, the book Getting What You Came For (1992) by Robert Peters is not only an outstanding guide for anyone contemplating graduate school – from the application process onward – but it also includes several excellent chapters on planning and executing research, applicable across a wide variety of subject areas. It was an invaluable resource for me 25 years ago, and it remains in print with good reason; I recommend it to all my students, particularly Chapter 16 (‘The Thesis Topic: Finding It’), Chapter 17 (‘The Thesis Proposal’) and Chapter 18 (‘The Thesis: Writing It’).

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• Citation Styles

How to start the research process (6 tips)

Research can be a fun and informative process, but so many writers struggle to know where to begin. In this post, we’ll discuss six tips for starting the research process.

1. Understand how the research process works

If you’ve never undertaken a research project before, or if you find it difficult to get started, take some time to learn how the research process actually works. Your grasp of how research gets done will inform your ability to not only start the process, but to persevere until the end.

All research begins with a question or set of questions. These questions eventually transform into thesis statements and main ideas. However, even before you can come up with the questions that you want your research to answer, you need to familiarize yourself with what other researchers have written about your topic. This is called preliminary research .

Preliminary research helps you situate your own ideas within the ongoing scholarly conversation. It also allows you to establish whether your idea is worth exploring.

2. Make a plan and know when to stop

The most successful research process will be both well-planned and flexible. On the one hand, you should plan to complete your research in a way that enables you to meet the deadline.

On the other hand, you should allow for the possibility that your topic or main idea might be too broad or narrow (see step three below). Even the most well-planned research projects sometimes veer in unexpected directions.

Additionally, you’ll want to be aware of when it’s appropriate to stop your research. While you could feasibly go on researching a topic forever, use the assignment guidelines (and your own instincts) to help you determine when you need to move on to the next component of the project.

3. Choose a manageable topic

Many research projects start with a broad topic, but it’s essential to know when a topic is too broad to manage. The complexity of your topic should depend on the required length or size of the assignment.

Preliminary research can help you determine if your topic is too broad because it forces you to engage with the scholarly conversation. This allows you to find the gaps in the current research, which are likely narrower than general topic ideas.

4. Meet with a librarian

A librarian can help you formulate a topic, narrow or broaden your ideas, and find relevant sources for your research. Consider scheduling a research consultation with a librarian at the start of your research process. Librarians can also provide guidance on citing your sources.

5. Create an outline

You can use an outline to map out the areas that you want to explore in your research process. An outline will equip you with a set of clear directions for undertaking systematic research on your topic

6. Keep track of your sources

You’ll want to keep track of the sources that you’re consulting throughout the research process. This will be especially important when you create the bibliography or reference list for your research project. It’s a good idea to cite your sources as you work, rather than wait until the last minute.

BibGuru’s citation generator can help you keep track of your references, create in-text citations, and assemble your bibliography. Use BibGuru’s projects feature to organize your research by assignment or source type, or create a folder for each of the main points of your outline.

Frequently Asked Questions about how to start the research process

The first step in the research process is identifying the question or set of questions that you wish to answer with your research.

The most important step in the research process is coming up with your primary research question.

An effective research process is well-planned, yet flexible, and incorporates ample time for finding, reading, and citing sources.

Start by creating an outline that maps out the directions you want to take with your research. Then, schedule time for tasks like meeting with a librarian, finding and reading your sources, and citation.

Research is a process because it includes multiple steps that allow you to gradually refine your ideas about a given topic.

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For students and teachers.

15 Steps to Good Research

• Define and articulate a research question (formulate a research hypothesis). How to Write a Thesis Statement (Indiana University)
• Identify possible sources of information in many types and formats. Georgetown University Library's Research & Course Guides
• Judge the scope of the project.
• Reevaluate the research question based on the nature and extent of information available and the parameters of the research project.
• Select the most appropriate investigative methods (surveys, interviews, experiments) and research tools (periodical indexes, databases, websites).
• Plan the research project. Writing Anxiety (UNC-Chapel Hill) Strategies for Academic Writing (SUNY Empire State College)
• Retrieve information using a variety of methods (draw on a repertoire of skills).
• Refine the search strategy as necessary.
• Write and organize useful notes and keep track of sources. Taking Notes from Research Reading (University of Toronto) Use a citation manager: Zotero or Refworks
• Evaluate sources using appropriate criteria. Evaluating Internet Sources
• Synthesize, analyze and integrate information sources and prior knowledge. Georgetown University Writing Center
• Revise hypothesis as necessary.
• Use information effectively for a specific purpose.
• Understand such issues as plagiarism, ownership of information (implications of copyright to some extent), and costs of information. Georgetown University Honor Council Copyright Basics (Purdue University) How to Recognize Plagiarism: Tutorials and Tests from Indiana University
• Cite properly and give credit for sources of ideas. MLA Bibliographic Form (7th edition, 2009) MLA Bibliographic Form (8th edition, 2016) Turabian Bibliographic Form: Footnote/Endnote Turabian Bibliographic Form: Parenthetical Reference Use a citation manager: Zotero or Refworks

Adapted from the Association of Colleges and Research Libraries "Objectives for Information Literacy Instruction" , which are more complete and include outcomes. See also the broader "Information Literacy Competency Standards for Higher Education."

How to Do Research: A Step-By-Step Guide: Get Started

• Get Started
• 1a. Select a Topic
• 1b. Develop Research Questions
• 1c. Identify Keywords
• 1d. Find Background Information
• 1e. Refine a Topic
• 2a. Search Strategies
• 2d. Articles
• 2e. Videos & Images
• 2f. Databases
• 2g. Websites
• 2h. Grey Literature
• 2i. Open Access Materials
• 3a. Evaluate Sources
• 3b. Primary vs. Secondary
• 3c. Types of Periodicals
• 4a. Take Notes
• 4b. Outline the Paper
• 4c. Incorporate Source Material
• 5a. Avoid Plagiarism
• 5b. Zotero & MyBib
• 5c. MLA Formatting
• 5d. MLA Citation Examples
• 5e. APA Formatting
• 5f. APA Citation Examples
• 5g. Annotated Bibliographies

Research Essentials Video Tutorials

Related guides.

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Research Process Overview

Step 1.  Develop a topic Select a Topic | Develop Research Questions | Identify Keywords | Find Background Information | Refine a Topic

Step 2. Locate information Search Strategies | Books | eBooks | Articles  | Videos & Images | Databases | Websites | Grey Literature

Step 3. Evaluate and analyze information Evaluate Sources | Primary vs Secondary | Types of Periodicals

Step 4. Write, organize, and communicate information Take Notes | Outline the Paper | Incorporate Source Material

Step 5. Cite sources Avoid Plagiarism | Zotero & MyBib | MLA | APA | Chicago Style | Annotated Bibliographies

For research help,  use one of the following options:

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How to Do Your Research Project: A Guide for Students

Student resources, welcome to the digital roadmap and resources.

Work your way through  interactive exercises  for each stage of the research project roadmap and watch  videos   from your pocket supervisor, Gary Thomas. Explore real-world practice through  case studies   and  journal articles . Reflect, revise, and take your learning on the go with  worksheets  and get to grips with key terms and concepts using digital  flashcards .

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• Knowledge Base

Methodology

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

What Is a Research Design | Types, Guide & Examples

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

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

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

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

Table of contents

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

• Introduction

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

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

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

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

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

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

Practical and ethical considerations when designing research

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

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

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

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

Types of quantitative research designs

Quantitative designs can be split into four main types.

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

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

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

Types of qualitative research designs

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

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

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

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

Defining the population

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

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

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

• Sampling methods

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

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

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

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

Case selection in qualitative research

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

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

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

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

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

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

Survey methods

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

Observation methods

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

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

Other methods of data collection

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

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

Secondary data

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

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

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

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

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

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

Operationalization

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

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

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

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

Reliability and validity

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

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

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

Sampling procedures

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

That means making decisions about things like:

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

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

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

Data management

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

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

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

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

Quantitative data analysis

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

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

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

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

Using inferential statistics , you can:

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

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

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

Qualitative data analysis

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

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

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

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

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

 Statistics

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

Research bias

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

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

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

Quantitative research designs can be divided into two main categories:

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

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

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

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

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

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

Operationalization means turning abstract conceptual ideas into measurable observations.

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

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

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

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How Do I Get Started in Research?

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One major perk of being a Stanford student is that you will have opportunities to do original research with the Stanford faculty. Faculty across the university are engaged in research, and if you are interested in joining them in their pursuit, it will be up to you to get the ball rolling.

Ways of doing research

Generally speaking, there are two ways Stanford students can engage in research:

• You can assist a faculty member with their research project
• You can pursue your own  independent research project  (guided by a faculty mentor), where the research question and methodology are determined by you

Some students just assist in faculty research and then decide that they are not interested in pursuing their own research project. Other students don’t get involved in research until the day they are ready to propose their own independent project. And some students will pursue both options: usually they assist a faculty member earlier in their Stanford career, and then engage in their own independent research project later on.

How can I get involved with faculty research?

Assisting a professor with their research project can teach you valuable new skills, help you determine whether or not you enjoy the research process, and prompt you to think about whether you may want to design your own research project someday. There are many ways you can get involved.

Apply to a structured research program

During the summer, many departments and centers will have a research program that hires dozens of students for full-time summer work. Be sure to check the  list of departments and centers that receive VPUE funding,  as these are the most likely places to find such  summer research programs . There are also several summer research programs that are not funded by VPUE, such as the  Bio-X Program  and the  NeURO Fellowship Program.  The  Stanford On & Off-Campus Learning Opportunities (SOLO)  site is another place to search for research programs to apply to.

Note that most summer research programs will have their application deadlines either late in Autumn quarter or during Winter quarter.

In addition to these summer research programs, be aware that there are also structured research programs that happen at other times during the year. If you are interested in the Humanities, for example, check out the  Humanities Research Intensive  program, which happens over spring break (applications due in Autumn). And if you are interested in sciences and engineering, consider the  ChEM-H Undergraduate Scholars Program,  which runs from winter quarter through the following fall (applications due in Autumn).  

Check job ads on mailing lists, newsletters, SOLO, and Handshake

Professors looking for research assistants often advertise over email (especially on their departmental mailing lists), on the weekly  Academic Advising Newsletter,  on  SOLO,  or on  Handshake.  If you’re not on any departmental mailing lists, ask the department’s  Student Services Officer  if you can be added to a mailing list for current or prospective majors. Job postings may happen during any quarter, and are usually for only one or two students for part-time work.  

Connect with a professor you already know

There is no better place to start learning about research than chatting with a professor you may already know through classes or other connections. Rather than asking for a job up front, we recommend asking to meet during office hours to get advice on getting started in research. While it is possible your professor may have a research position open, you can still gain valuable tips and connections even if they have nothing available for you at the moment. Remember to ask what other faculty members your professor recommends that you reach out to if you are interested in doing research in this subject.  

Reach out to a professor you haven't met yet

If you have a topic of interest, but don’t yet know any professors working in that field, your first step is to find out which faculty are working on that topic.

• Visit the department webpage  for departments most closely related to your topic of interest. Take a look at the Faculty Profiles to find information about the research interests of the faculty associated with these departments.  
• Visit the Student Services Officer  in the departments most closely related to your topic of interest. The  Student Services Officer  can talk with you about your interests and try to help you identify one or more faculty whose research you may want to learn more about.

Once you have identified the faculty whose research most interests you, visit their office hours or send them an email to request a meeting for further conversation about their research interests and your own. Again, rather than asking for a job up front, we recommend asking to meet during office hours to get advice on getting started in research. Remember to ask what other faculty members your professor recommends that you reach out to if you are interested in doing research in this subject.

More Suggestions for Finding Faculty

• How to Email Faculty
• Connecting with Faculty  (including our Networking with Faculty video presentation)

Further Help

If you are uncertain about any of these steps, go talk with your  Academic Advisor ! They guide students at all stages of the research process to help them identify faculty and future mentors, think about how to start the conversation, and more. They are also good people to turn to when interested in getting  funding for an independent project.

• Undergrad Research at Stanford
• What type of Student Grant is best for your needs?
• Getting Started With Undergraduate Research: Options and Opportunities (video)
• How do I pursue an independent project?
• Research Gave Meaning to My Undergraduate Years (Todd Davies, Symbolic Systems)

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• Clin Epidemiol

From ideas to studies: how to get ideas and sharpen them into research questions

Jan p vandenbroucke.

1 Leiden University Medical Center, Leiden, the Netherlands

2 Department of Clinical Epidemiology, Aarhus University, Aarhus, Denmark

3 Department of Medical Statistics and Centre for Global NCDs, London School of Hygiene and Tropical Medicine, London, UK

Neil Pearce

Where do new research questions come from? This is at best only partially taught in courses or textbooks about clinical or epidemiological research. Methods are taught under the assumption that a researcher already knows the research question and knows which methods will fit that question. Similarly, the real complexity of the thought processes that lead to a scientific undertaking is almost never described in published papers. In this paper, we first discuss how to get an idea that is worth researching. We describe sources of new ideas and how to foster a creative attitude by “cultivating your thoughts”. Only a few of these ideas will make it into a study. Next, we describe how to sharpen and focus a research question so that a study becomes feasible and a valid test of the underlying idea. To do this, the idea needs to be “pruned”. Pruning a research question means cutting away anything that is unnecessary, so that only the essence remains. This includes determining both the latent and the stated objectives, specific pruning questions, and the use of specific schemes to structure reasoning. After this, the following steps include preparation of a brief protocol, conduct of a pilot study, and writing a draft of the paper including draft tables. Then you are ready to carry out your research.

Introduction

How do you get an idea for a study? How do you turn your idea into a testable hypothesis, and turn this into an appropriate and feasible study design? This is usually at best only partially taught in epidemiology courses. Most courses and textbooks assume that you know your research question and the general methods that you will need to answer it. Somehow it is assumed that you can readily translate your idea into a specific framework, such as the PICO framework (Patient, Intervention, Control or Comparison, Outcome) 1 or the FINER framework (Feasible, Interesting, Novel, Ethical, and Relevant) 2 or that you can fit it into counterfactual reasoning. 3 However, before describing your project in one of these frameworks, you first need to have an idea for your study and think about it in general terms: why you might do a study and how you might do a study.

This paper considers the complex process of having ideas, keeping track of them, turning them into studies, trying them out in pilot studies, and writing a draft paper before you finally embark on your study.

The paper is intended for novice researchers in clinical or public health epidemiology. It is not intended to be a comprehensive literature review about creativity, nor a sociology or philosophical treatise about why scientists get particular ideas (and not other ideas). It is based on our personal experience of (a combined) 70+ epidemiologic research-years. We have worked on very different topics, mostly on opposite sides of the globe, yet found that our experiences are quite similar. The fact that these issues are rarely covered in epidemiology courses has provided motivation to reflect on our experience.

Getting new ideas

So how do you get an idea? How some juxtaposition of neural patterns in our brain suddenly creates a new idea is a process that we are far from understanding. According to Karl Popper, the origin of new ideas does not matter; the only thing of interest is to devise how to test them. 4 Over the past decades, the literature has been enriched with new ideas about “being creative” in science – as witnessed in the book Innovation Generation by Ness. 5

In the present paper, we will not cover the literature about creativity and discovery in depth, but we will discuss the issues that we consider relevant to epidemiologic research. We will first consider the more general principles.

The real complexity of the thought processes that lead to a scientific undertaking is almost never described in published papers. Immunologist Medawar claimed that in this respect almost all scientific papers may be a fraud – not in the sense that scientists deliberately produce misleading data, but in the sense that the real thought processes that lead to the data and conclusions are not mentioned. 6 Scientists tell us about their real thought processes in memoirs, inaugural, or valedictory lectures – which is why these are so much more interesting than “standard” papers or presentations.

What strikes our minds: regularities or anomalies?

All sciences study a particular “object of knowledge” (eg, “matter”, “life”). Ideas come from experience and previous knowledge or facts about this object of knowledge, although this knowledge is always filtered through the perspective of one or more theories. 7 Epidemiology studies the distribution and determinants of disease in human populations, 8 and epidemiological ideas arise from observing and thinking about populations. 9 These could be clinical populations (ie, clinical experience, sometimes involving just a few patients), exposure-based populations (eg, workers exposed to a particular chemical), or general populations (geographically defined or sociologically defined). Whatever the population we are interested in, ideas come from observing either regularities or anomalies.

The observation of regularities (“induction”) is a common origin of new ideas. 4 , 10 – 13 Philosopher David Hume described “Induction” as: regularly seeing two things happening in succession (like pushing a switch and a light going on) leads to suspicions of causality. As he pointed out, causality can never be proven by the mere observation of “constant conjunctions”, but observing regularities can start our train of thought. 12

An anomaly (or irregularity) strikes our mind, because it defies our expectations. The regularity that we expected was our “hypothesis” (even if it was not really explicitly formulated); the anomaly is a “refutation”. 4 , 13 It forces us to think about other explanations, and these lead to new hypotheses that we then try to test. Thus, scientists do not usually start from hypotheses that are nicely formulated “out of the blue”, but instead start from previous knowledge and experience; when they are challenged by anomalies, scientists seek new explanations. 14

An interesting way to discover anomalies is to enter a new field of research; since you have other background experience than the people already in the field, you see things that they take for granted but that strike you as odd – at the same time, you may also see new explanations for these anomalies. One of the pioneers of clinical epidemiology, Sackett, once wrote that scientists should “retire” from a field as soon as they become “experts”. 15 When you are too long in a field, you will no longer see the anomalies, and you may even obstruct newcomers with new explanations. Of course, there are differences between scientists: some roam across various fields and others stick to a problem area that they explore with increasing depth – then the increasing depth and the new techniques that one needs for advancing one’s thoughts will be like a “new field”.

Taxonomies of discovery

Few researchers have listed the different ways in which one can arrive at new ideas, that is, lists of ways of discovery. We will present two of them – which have very different origins but remarkable similarities. Several examples of studies corresponding to items on these two lists are given in Appendix Examples A1–A10 .

Sources for new ideas about health care evaluation were described by Crombie and Davies in the chapter “Developing the research question” of their book on Research in Health Care that reflects a UK public health experience. 16

• “Review existing practice […] the current organisation and delivery of health care is not as good as it could be […]”
• “Challenge accepted ideas […] much of health care is based on accepted practice rather than research evidence […]” ( Appendix Example A3 )
• “Look for conflicting views […] which indicate either that there is not enough evidence, or that some practitioners are misinformed”
• “Investigate geographical variation […] reflecting on the reasons [for geographical variation] can be a fruitful source of research questions […]” ( Appendix Example A6 )
• “Identify Cinderella topics […] important areas of health care are often overlooked […]”
• “Let loose the imagination […] look for wild or impossible ideas […] free the mind from the constraints of conventional wisdom […].”

A taxonomy for sources of clinical research questions about medical care and clinical problems was proposed by Hulley and Cummings, in the context of clinical research in the US: 2

• “Build on experience;” your own experience, that of close colleagues with whom you can freely discuss your research ideas, and that of a good mentor, because young researchers might not yet have much experience, “An essential strategy for a young investigator is to apprentice himself to an experienced senior scientist who has the time and interest to work with him regularly.”
• ○ By harvesting “the medical literature and attending journal clubs, national and international meetings, seeking informal conversations with other scientists and colleagues”
• ○ “A sceptical attitude about prevailing beliefs can stimulate good research questions”
• ○ Be alert to “careful observation of patients, which has historically been one of the major sources of descriptive studies” ( Appendix Examples A1 and A2 )
• ○ Your experiences in teaching; having to explain something may make you aware of gaps in your knowledge; questions by patients and colleagues may similarly identify things that we do not fully understand or ignore
• “Keep the imagination roaming […]” by a mixture of creativity and tenacity; “put an unresolved question clearly in view and turn on the mental switch that lets the mind run freely toward it”.

A special mention needs to be made about the last categories of both the lists: “Let loose the imagination” and “Keep the imagination roaming”. These are especially important to find innovative solutions. In many situations wherein you cannot do a perfect study and you run a grave danger of potential confounding or bias, it helps to “get deeply immersed”: to understand the problem biologically, clinically, socially, organizationally, and environmentally will help you to think about what is happening, why it is happening, and whether you can find situations in which the potential confounders or biases do not exist or exists in reverse. You should forget formal designs and think out of the box: you will find instances of studies that mutually reinforce each other and may even arrive at formulating new designs or analytic solutions (see Appendix Examples A7–A10 ).

Keeping track of your ideas

It is not only important to have good ideas but also important to develop them. Researchers who work in laboratories have the habit of keeping “lab logs”. They write down briefly the results of an experiment, note why they think it went wrong, and how they will perform the next experiment. This permits them to trace how they changed the experiments or even the content and the direction of their research. We should do the same in epidemiologic and clinical research, particularly in the stage of creating new ideas. Such notes about ideas can include not only hypotheses and views or results by others but also drawing directed acyclic graphs (DAGs) (see “Intermezzo: specific schemes to structure reasoning” section) to make the causal structures of ideas clear.

The greatest minds kept track of their thoughts. Charles Darwin’s notebooks document his ideas, his observations, his readings, and new theories and facts that struck him. 17 For example, Darwin noted a story that he heard from his father, a medical practitioner. His father recounted that he had been struck by one of his patients’ ways of expressing himself, because he had attended a parent of the patient who had had the same mannerisms – even though the parent had died when the patient was still an infant. Remarks like these still have relevance today when we think about the heredity and evolution of behavior.

The sociologist C Wright Mills carried the description of the process one step further in the appendix of his book on The Sociological Imagination . 18 He encourages young sociologists to set up a file of stacked cards to keep track of “[…] personal experience and professional activities, studies underway and studies planned […]” which “[…] encourages you to capture ‘fringe thoughts’: various ideas which may be by-products of everyday life, stretches of conversations […]”. These notes are continuously reshuffled, regrouped under new headings, and pondered. Mills denounced the habit of most (social) scientists who feel the need to write about their plans only when they are going to apply for a grant. He thought that scientists should continually work with their file of ideas and regularly take stock of how these have evolved.

Such strategies are still relevant today, even if our “logs” are kept in electronic form, particularly because grant writing has become more demanding, hectic, and time-consuming. From such files, new research projects are born: while your ideas gradually develop, you keep wondering what data you might need to prove a certain proposition, and how you might get those data in the easiest way possible. Often, ideas are reshuffled and regrouped under new headings. A new observation, a new piece of literature may make old ones fall into place, or there may suddenly be a new opportunity to work out an old idea.

A complementary advice recently came in a blog from a contemporary sociologist, Aldrich: his advice is to “Write as if you don’t have the data”, that is, to write “[…] the literature review and planning phase of a project, preferably before it has been locked into a specific research design”. 19

The role of emotions

Underlying the discovery process, there are often two emotions: “surprise” and “indignation”. Surprise is the intellectual emotion when we see something happening against expectation: a patient with an unusual exposure, unusual disease manifestation, sudden cure, or sudden ill-understood deterioration; a laboratory result that is an anomaly; and a sudden epidemic of disease in a population. Indignation is the moral emotion: a group of patients is not being treated well because we lack sufficient knowledge, or because we are blundering in organizing health care or in transmitting and applying public health knowledge. Some passion is useful to bring any undertaking to a good end, be it that the passion should be restrained and channeled into polite undertakings, like in a research protocol. While doing the research project, maintaining some of the original passion will help you to find ways to overcome the daily hassles of research, the misadventures, the difficulties of getting others to collaborate, and the difficulties of getting published ( Appendix Example A11 ).

Sharpening the research question: the pruning

Pruning a research question means cutting away anything that is unnecessary, so that only the essence remains.

The initial spark of an idea will usually lead to some rather general research question. Invariably, this is too ambitious, or so all-encompassing that it cannot be researched (at least not within the time frame of a single grant or PhD project). You have to refine your research question into something that is interesting, yet feasible. To do so, you have to know clearly where you are heading. The emphasis on a clear preconceived idea about what you want to attain by your research often comes as a surprise; some people object: “[…] isn’t research about discovery? How can you know in advance what you want to find?”

The social scientist Verschuren proposed the “wristwatch metaphor”. 20 A researcher is not like a beachcomber, who strolls along the beach to see whether anything valuable washed ashore. Rather, a researcher is like someone who has lost her wristwatch on the beach and returns to search for it. She knows what part of the beach to look, she can describe her wristwatch in detail, and once she has found it, she knows that this is the watch she was looking for. Some further background to these ideas can be found in Appendix B .

Charles Medawar wrote in his Advice to a Young Scientist (page 18) 21 that as much as politics is the ‘art of the possible’, research is the ‘art of the soluble’. A research question should be limited to a question that can be solved with the resources at hand. This does not mean that you should preferentially study “trivial” questions with easy solutions. It does mean that you should seek out your particular niche: something specific, something that was overlooked by others, or some new twist to a general question, so that you can make your own contribution.

The concept of “serendipity” is often invoked when thinking of “seeking novelty”: it means finding something that you were not looking for. For a full discussion of the more complex reality that shows how, in reality, “chance favors a prepared mind”, see Appendix C .

Proceed in the inverse order of the paper that you will write

From the aforementioned, we know that we need a precise aim and a soluble research question.

How can we achieve this? The best approach is to “begin at the end”, that is, the conclusion that you hope to support when you eventually publish your research findings, perhaps many years from now. 22 Most medical research papers have a fixed format: introduction, methods, results, discussion. Usually, the discussion has three parts: summary of the results, discussion of the strengths and limitations, and the importance and interpretation of the findings. There you start: you try to imagine what such last lines of the eventual paper might be – in particular what their intent, their message to the reader might be. Another useful strategy would be to imagine what might be written in the separate box “What this paper adds” that many journals nowadays ask to convey the message from the authors clearly and succinctly to the readers.

The “latent” versus the “stated” objective

The pioneer clinical epidemiologist Feinstein wrote that a good research consultant should be like a good clinician, who first wants to learn from the patient: “What is the chief complaint?”, that is, which is the problem that you want to study. Next, “What will you do with the answer?” 22 The latter question is not just about the potential conclusions of the research paper, but more importantly, their meaning. What is the intended effect (or impact) of the findings? He called this the “latent objective”: what do you want to achieve or change by your project; the “stated objective” is different, it is the type of result that the study will deliver. For example, the stated objective can be that you want to do a randomized trial to compare one intervention versus another and that you will look at recurrence of disease. The latent objective might be that you are concerned that one intervention may be harmful to patients, driven by special interests, and that if this is the case it should be abolished.

Rather analogously, the long-time editor of the Annals of Internal Medicine , Edward Huth, proposed in his book about medical publishing the “So-What” and the “Who-Cares” tests: “What may happen if the paper’s message is correct?”; may it change concepts and treatment or stimulate further exciting research? 23 In fact, many funders now require such an “impact statement” as part of the grant application process.

Experienced research consultants know that when trying to discover the latent objective, it is useful to brush aside the detailed protocol and to ask directly what the meaning of the research is. The meaning of the research is often not clearly stated in a formal study protocol that limits itself more or less to “stated aims”. 24 Like a patient who cannot articulate her/his complaints very well, would-be researchers lose themselves in trivial “side issues” or operational details of the protocol. Appendix Examples A2 and A11 explain the importance of elucidating the underlying frustration of the clinician-researcher to clearly guide a research effort.

After initial questions have set the scene and clarified the “latent objective” of a project, the next questions are more operational, translating the latent objective back into a “stated objective”. 22 The stated objective should be a feasible research project. According to Feinstein, one should ask: what maneuver is to be executed (what intervention, deliberate or not, and how is it administered), what groups are to be compared (and why those groups), and what is the outcome that we will study?

In these phases of discussion, one needs to immerse oneself into the problem: one has to understand it biologically and clinically, and how it is dealt with in the daily practice of health care in the setting in which you will do research. Getting deeply immersed in the problem is the only way of arriving at shrewd or new solutions for studies on vexing medical or public health problems ( Appendix Example A9 ). Mere discussion of technical or procedural aspects of a proposed design, data collection, or analysis will usually not lead to new insights.

Specific pruning questions, to ask yourself or others

In initial discussions, one goes back and forth between the general aim (the latent objective), the scientific questions that follow from it, and the possible research designs (with stated objectives). After feeling secure about the “latent” aim, proceed with more specific questions.

• Try to describe exactly the knowledge gap that you want to fill (ie, the watch that you lost at the beach). Is it about etiology, about pathogenesis, about prognosis? What should change for the benefit of a particular group of patients? Try to be as specific as possible. Do your colleagues see these problems and their solutions as you do? – and if not, why don’t they?
• Once you know the point you want to make, describe what table or figure you need to fill the gap in knowledge, that is, what would your results look like? This means drawing a simple table or graph. Are these the data you want? Will these tables convince your colleagues? What objections might they have? Keep in mind that if the research results go against ingrained beliefs, they will be scrutinized mercilessly, so the important aspects of your research should be able to withstand likely objections.
• Thereafter, the questions become more practical: what study design is needed to produce this table, this figure? Can we do this? Do we have the resources or can we find them?

Be self-critical

You should always remain self-critical about the aspects that threaten the validity of your study ( Appendix Example A12 ). 25 If the practical problems are too large, or the research question too unfeasibly grandiose, it might be wise to settle for a less ambitious aim ( Appendix Example A13 ).

Paraphrasing Miettinen, 26 the first decision is whether you should do the study at all. There might be several reasons to decide not to pursue a study. One might be that arriving at a satisfactory design will be impossible, because of biases that you are unable to solve. It serves no purpose to add another study that suffers from the same unsolved problems as previous studies. For example, it does not serve any purpose to do yet another study that shows lower mortality in vegetarians, if you cannot solve the problems of confounding that vegetarians are persons who have different lifestyles in comparison with others. 27 (If, however, you have found a solution – pursue it at all means!) Nevertheless, thinking about the potential problems and ultimate aims of a seemingly impossible question can foster the development of a new study design or a new method of analysis, ( Appendix Examples A2, A9, and A10 ). In the same vein, deciding that you cannot do a study yourself might make you look for collaboration with persons who have the type of data that you do not, for example, in a different population where it is believed that confounding is not so severe or may even be in the opposite direction.

All studies have imperfections, but you need to be aware which ones you can tolerate. 28 In the early stages of an enquiry, an “imperfect” study might still be worthwhile to see whether “there might be something in it”. For example, time trends or ecological comparisons are often seen as poor study designs to assess causality by themselves, but they can be very valuable in helping to develop ideas, as well as providing a “reality check” about the potential credibility of some hypothesis. 29

Conversely, it is pointless to add yet another study, however perfect, showing what is already known very well – unless you have to do it for “political” purposes, say, for convincing decision makers in your own country.

Finally, it is not a good use of your time to chase something completely improbable or futile. For example, at the present state of the debate, it serves no purpose to add another study about the presence or absence of clinical benefits or harms of homeopathy: no one will change his or her mind about the issue. 30 , 31 An exception might be something that is highly improbable, but that if true might lead to completely revolutionary insights – such an idea might be worth pursuing, even if the initial reaction of outsiders might remain incredulousness. Still, you should pursue unlikely hypotheses knowingly, that is, with the right amount of self-criticism – in particular, to make yourself aware when you are in a blind alley.

To keep yourself on the “straight and narrow”, it helps to form a group of people who cover different aspects of the problem you want to study: clinical, biochemical and physiological, and methodological – to discuss the project as equals. Such discussions can not only be tremendous fun but also will invariably lead to more profound and diverse research questions and will help to find solutions for practical as well as theoretical problems. In the right circumstances of a “machtsfreie Dialog” 32 (a communication in which all are equal and that is only based on rational arguments and not on power – which all scientific debates should be), such a circle of colleagues and friends will help you to be self-critical.

Finally, when pursuing one’s research interests, one should be prepared to learn new skills from other fields or collaborate with others from these fields. If one stays only with the techniques and skills that one knows, it might not lead to the desired answers. 33

What if the data already exist? And you are employed to do a particular analysis with an existing protocol?

Even in the circumstance that the data already exist, it greatly helps to not jump into an analysis, but to think for yourself what you would ideally like to do – if there were no constraints. As Aldrich mentioned, 19 also in that circumstance researchers should still

[…] begin their literature review and conceptual modeling as if they had the luxury of a blank slate […]. Writing without data constraints will, I believe, free their imaginations to range widely over the realm of possibilities, before they are brought to earth by practical necessities.

Moreover, this will make clear what compromises one will make by accepting the available data and the existing analysis protocol. Otherwise, one starts an analysis without being sufficiently aware of the limitations of a particular analysis on particular data.

The difference between explanatory and pragmatic research

A useful distinction is between explanatory and pragmatic research: the former is research that aims at discovery and explanation, whereas the latter is intended to evaluate interventions or diagnostic procedures. The first type of research consists of chasing explanations by pursuing different and evolving hypotheses; the second type of research aims at making decisions about actions in future patients. 27 The two opposites differ strongly in their thinking about the types of studies to pursue (eg, observational vs randomized), about the role of prior specification of a research hypothesis, about the need for “sticking to a prespecified protocol”, and about subgroup analyses and multiplicity of analyses. Some of these will be explained in the following subheadings.

The difference between explanatory and pragmatic trials is sometimes thought to mirror the difference between doing randomized trials versus observational research. However, even for randomized trials, a difference exists between “ pragmatic” and “explanatory” trials (coined first by Schwartz and Lellouch). 34 Because it is not always easy to delineate what aspects of a randomized trial are “pragmatic” or “explanatory”, instruments have been crafted to help researchers and evaluators. 35 , 36 Conversely, not all observational studies are explanatory: some are needed for pragmatic decisions (think about adverse effects of drugs and also about diagnostic evaluations where studies should influence practice guidelines) – while other studies aim at explaining how nature works.

Which iterations should you allow yourself? Anticipating the next project

Thinking about a research problem is a strongly iterative process. 2 , 33 , 37 One starts with a broad aim and then tries out several possible ideas about studies that might lead to better understanding or to better solutions.

Likewise, project proposals characteristically go through many iterations. In the early phases of the research, it is commonplace that the study design or even the research question is changed. Specific suggestions about common research problems and their potential solutions were given by Hulley and Cummings, 2 which we reproduce in Appendix D .

The revision of the aims of a project may be profound, in particular in explanatory research (see “The difference between explanatory and pragmatic research” section), in contrast to pragmatic research (see “Shouldn’t you stick to a predefined protocol?” section). The chemist Whitesides wrote: “Often the objectives of a paper when it is finished are different from those used to justify starting the work. Much of good science is opportunistic and revisionist”. 38 Along a similar line, Medawar proposed that to do justice to the real thought processes of a research undertaking, the discussion section of a paper should come at the beginning, since the thought processes of a scientist start with an expectation about particular results. The expectation determines which findings are of interest and why they will be interpreted in a particular way. 6 He added that in real scientific life, scientists get new ideas (ie, new expectations) while doing their research, but “[…] many of them apparently are ashamed to admit, that hypotheses appear in their mind along uncharted byways of thought”. 6

“Seeing something in the data” can be an important part of scientific discovery. This is often decried as “data dredging”, which it is not: one sees something because of one’s background knowledge and thereby there always is some “prior” that exists – even if that was not specified beforehand in the study protocol. 27 , 39 The word “exploratory” is often misused when it is used to characterize a study. True “exploratory” data analysis would only exists if it is mindlessly done, such as a Genome Wide Association Study (GWAS) analysis – but even GWAS analyses have specific aims, which becomes clear when results are interpreted and some findings are designated as “important” and others not. As stated by Rothman:

Hypotheses are not generated by data; they are proposed by scientists. The process by which scientists use their imagination to create hypotheses has no formal methodology […]. Any study, whether considered exploratory or not, can serve to refute a hypothesis. 40

Appendix Examples A5 and A7 show how projects changed mid-course because of a new discovery in the data or in the background knowledge about a research topic.

Generally, it is a good habit to think through what the next project might be, once you will have the result of the project you are currently thinking about, so as to know what direction your research might take. 33

Shouldn’t you stick to a predefined protocol?

Different research aims, in particular along the “explanatory” versus “pragmatic” continuum, may lead to different attitudes on the amount of change that protocols may endure while doing research. 27 , 39 For randomized trials, and also for pragmatic observational research, the research question is usually fixed: does a new therapy lead to better outcomes for a particular group of patients in a particular setting? Because findings from randomized trials or pragmatic observational research may lead to millions of patients to adopt or avoid a particular therapy (which means that their well-being or even life depends on the research) researchers are generally not at liberty to change their hypotheses at the last moment – for example, by suddenly declaring an interest in a particular subgroup. They should stick to the predefined protocol. If a change is needed for practical reasons, it should be clearly stated in the resulting publications. This makes thinking about research questions and doing pilot studies beforehand all the more important (see “Pilot Study” section).

In contrast, much epidemiologic and clinical research tries to explain how nature works. This gives greater leeway: exploration of data can lead to new insights. Thus, “sticking to the protocol” is a good rule for randomized trials and pragmatic observational research, but may be counterproductive for explanatory research. 39 , 41 Nevertheless, it is good to keep track of the changes in your thoughts and in the protocol, even if only for yourself. In practice, many situations are intermediate; in particular when using large available data sets, it often happens that one envisages in a protocol what one would do with the data, only to discover upon opening the data files that the data fall short or are more complex than imagined; this is another reason for doing pilot studies, even with large available data sets (see “Pilot Study” section).

How much literature should you read?

If you are setting up a new research project in a new area, do not start by reading too much. You will quickly drown in the ideas of others. Rather, read a few general reviews that identify unanswered problems. Only return to the literature after you have defined your research question and provisionally your study design. Now, the literature suddenly becomes extremely interesting, since you know what types of papers you need. You also know what the potential objections and shortcomings are of the different design options, because you thought about them yourself. The number of relevant papers usually greatly shrinks, see Appendix Example A4 .

Shouldn’t you do a systematic review first?

It is argued that before embarking on a new piece of research, one should first do a systematic review and/or meta-analysis, because this may help to define the gaps in knowledge more precisely, and guide new research – or may show that the question has been solved. This argument is somewhat circular. A systematic review is a piece of research in itself, intended for publication, and requires much time and effort. Like any piece of research, it requires a clear research question. As such it does not “identify gaps”: a systematic review is about a research question which is already specified, but for which more information is needed. Thus, the main function of the advice to first do a systematic review is to know whether the research question that one has in mind has not yet been solved by others. Perusing the literature in depth is absolutely needed, for example, before embarking on a randomized trial or on a major observational study. However, this is not the same as doing a formal systematic review. In-depth scoping of the literature will suffice. If it is found that potentially valuable studies already exist on the research question that one has in mind, then the new study that one is thinking about may be discarded, and a systematic review should be done instead.

Intermezzo: specific schemes to structure reasoning

Specific schemes have been proposed to guide our reasoning between the stage of delineation of the “gap in knowledge” and the stage of proposing the research design.

The acronym FINER (feasible, interesting, novel, ethical, and relevant) was coined by Hulley and Cummings 2 and denotes the different aspects that one should consider to judge a budding research proposal. These words are a good checklist for an in-depth self-scrutiny of your research. The central aspects are the feasibility and whether the possible answers are exciting (and/or much needed).

The PICO format (Patient, Intervention, Control or Comparison, Outcome) is advocated by the evidence-based medicine and Cochrane movements and is very useful for clinical therapeutic research, particularly randomized controlled trials (RCTs). 1 , 42 Questions about therapeutic interventions are highly specific, for example, a particular chemotherapeutic scheme (the intervention) is proposed to study survival (the outcome) among young women with a particular form of stage III breast cancer (the patients). This framework is less useful, and becomes a bit pointless, for etiologic research about generalizable questions such as: “Does smoking cause lung cancer?” which applies to all humans and to different types of smoking. Of course, all research will be done in particular population, with particular smoking habits, but this does not necessarily define the research question. Some of the first investigations about smoking and lung cancer were done in male doctors aged ≥35 years in the UK 43 – this was a very convenient group to research, but being a male doctor in the UK is not part of the research question.

The PICO format is thus most applicable for pragmatic research. A much more detailed and elaborate scheme for pragmatic research was proposed by the US Patient-Centered Outcomes Research Institute (PCORI) which has published Methodology Standards, including “Standards for Formulating Research Questions”. While we would not agree with all six standards, junior investigators may find the structure useful as they think through their options – especially for pragmatic research questions. 44

Counterfactual reasoning 3 emphasizes those aspects of the “ideal randomized trial” that should be mimicked by an observational study. A key question is whether your study is addressing a hypothesis that could in theory be studied in a randomized trial. For example, if the research question is “does smoking cause lung cancer?”, then this is a question that could in theory (but not in practice) be addressed by randomizing study participants to be smokers or nonsmokers. In this situation, it may be useful to design your observational study with the intention of obtaining the same answer that would have been obtained if you had been able to do a randomized trial.

However, the aims of explanatory observational research are different from those of randomized trials. 27 Explanatory research about disease etiology may involve “states” like being female, being old, being obese, having hypertension, having a high serum cholesterol, carrying the BrCa1 gene, and so on, as causes of disease. None of these causes are interventions. In contrast, RCTs focus on what to do to change particular causes: which interventions are feasible and work? For example, being female might expose a person to job discrimination; the intervention might be to have women on the appointment committee or to use some kind of positive discrimination. Likewise, the gene for phenylketonuria leads to disease, but the intervention is to change the diet. For carriers of BRCa1 genes, different strategies can be evaluated in RCTs to evaluate their effectiveness in preventing premature death due to breast cancer: frequent screening, prophylactic mastectomy, hormone treatment, and so on – which may have different effects. For obesity or hypertension or hypercholesterolemia, different types of interventions are possible – with potentially different effects and different adverse effects.

The interventionist outlook, that is, trying to mimic an RCT, can be very useful, for some type of observational studies, for example, about the adverse effects of drugs. It helps to make certain that one can mimic an “intervention” (ie, patients starting to use particular drugs) that is specific and consistent in groups of patients that are comparable (more technically, exchangeable – meaning that the results of the investigation would not change if the persons exposed and nonexposed were swapped). These conditions can be met in a credible way, if there are competing drugs for a similar indication, so that there is an active drug comparator: the interventions (use of different drugs in different patients) will be well defined, and the patients on the different drugs will tend to be comparable. This works particularly well if you are focusing on adverse drug effects that were unknown or unpredictable at the time of prescription. 45 , 46 For example, you may obtain more valid findings in a study that compares the adverse effects of two different beta agonists for asthma care (ie, two different drugs within the same class), than to design a study which compares patients who are prescribed beta agonists with patients who are prescribed other asthma medication, or no medication at all – because the latter might be a highly different group of patients. 47

As mentioned, there are some important studies about causes of diseases where a randomized trial is not feasible, even in theory. In particular, there are various “states” which are major causes of disease (obesity, cholesterol, hypertension, diabetes, etc). These states strongly affect the risks of disease and death, but cannot be randomized. For example, it is difficult to conceive of randomizing study participants to be obese or not obese; however, we could randomize them for the reduction of obesity, for example, through exercise, but such a study would assess the effects of a particular intervention, not of obesity itself. Still, it remains important to estimate the overall effects of obesity, that is, to answer the question “would this group of people have had different health status, on the average, if they had not been obese”. In this situation, the concept of “interventions” is not relevant to designing your study (at least in the way that the term “intervention” is commonly used). What is more relevant is simply to focus on the counterfactual contrast which is being assessed (eg, a body mass index [BMI] of 35 versus a BMI of 25), without specifying how this contrast came about.

A technique that has gone hand in hand with counterfactual reasoning in epidemiology is drawing DAGs; several introductions to DAG theory can be found in epidemiologic textbooks. 3 , 48 DAGs can be useful in the brainstorming phase of a study, after the general research question has been defined. At this stage, a general structure for the study is envisaged and the complexity of the causal processes needs clarification. A DAG can be extremely useful for illustrating the context in which a causal question is being asked, the assumptions that will be involved in the analyses (eg, whether a particular risk factor is a confounder, a mediator, or a col-lider), and help us question the validity of our reasoning. 49 Using DAGs helps us also decide which variables we need to collect information on and how they should be measured and defined. Given that DAGs root in causal thinking, their construction is, of necessity, subjective.

Preparation: pilot study, protocol, and advance writing

Doing a pilot study and collecting ancillary information about feasibility.

May I now start? is a question heard after lengthy deliberations about the research question and the potential studies that follow from it. Such deliberations almost invariably produce a lot of enthusiasm and exhilaration – because they are fun. The researcher wants to begin collecting data or start the analysis. However, Crombie and Davies, in their chapter about “Developing the research question” state emphatically: “Don’t rush into a study”. 16 Separate from doing a pilot study, which is about the procedures of your study, you may also need to collect ancillary information before actually starting your study.

Pilot study

Even if you think you are totally certain of what you want, you should first do a pilot study, based on a brief protocol. 2 , 22 That initial protocol should be easy to write. You have already discussed the aim and design of your study. Write them down. You expect a particular type of information that is essential and that will tell the essence of your message (a particular 2-by-2 or X-by-Y table, a particular graph), which you can describe.

Pilot studies are not done to know the likely direction of the results; instead, the aim is to see whether you will be able to perform the procedures of your study – and ultimately whether that really is the study you want to do. 50 The aim is to save yourself from embarrassment: data that very surprisingly do not turn out to be what you expected, questionnaires that are misunderstood or do not deliver the answers that you need or that are not returned, laboratories that do not produce, patients who do not show up, heads of other departments who block access to their patients or materials, or yourself who needs more time to manage the complexity of the undertaking.

We have never heard of someone who was sorry for having done a pilot. Conversely, we know many persons who found out at much personal embarrassment and institutional cost that their project was unfeasible. In intermediate cases, the pilot may show the need to change questionnaires or procedures before the study goes ahead.

In principle, a pilot study should be exactly like your final study and test out all your procedures on a small number of persons. Often, it is better to approach the task piecemeal and pilot different aspects of the research one by one.

A tough question is how to do pilot studies and pilot analyses when ethical or institutional review board approval is necessary for some of the actions in a pilot study. One solution might be to avoid piloting some procedures; for example, try parts of the procedure – for example, you may not be able to randomize in a pilot, but you may be able to try out data collection procedures and forms. There is a degree of circularity about piloting, also in obtaining funding, as one may need funding for the pilot. In practice, the best step might be to ask the ethics committee or review board of your institute which aspects of the research can be piloted and under what conditions.

In Appendix E , several questions that you might ask in pilot studies are listed. They may lead to profound reassessments of your research – particularly if you are piloting the collection of new data, but also if the research involves analyses of existing data.

Ancillary information

It may be necessary to collect additional information about event rates or standard deviations of measurements to calculate the statistical precision that might be obtained. Also, sometimes you need other ways of “testing the water” like procedures to streamlining data collection from different centers in order to know whether the study is feasible. Depending on the study size and importance, such activities may become studies in themselves and actually take a lot of time and money.

Advance writing of paper: before full data collection and/or analysis

Whitesides’ advice is:

The key to efficient use of your and my time is that we start exchanging outlines and proposals as early in a project as possible. Do not, under any circumstances, wait until the collection of data is ‘complete’ before starting to write an outline. 38

After the pilot study, you have a firm grasp of all elements that are necessary for a scientific paper: introduction, materials and methods, results, and discussion. In the introduction, you explain why you have done this research. Almost always, an introduction comprises three ideas: what is the general problem? what is the particular research question? what study will you perform to answer that question? This is followed by the materials and methods section. They have been extensively discussed and have been fine-tuned in the study protocol and the pilot study. Thereafter come the results sections. By now, you know what tables or figures you want and how you can obtain them, but not what the final numbers will look like. You will also have an idea about the auxiliary tables that you might need to explain your data to others (such as a table with the baseline characteristics or an additional table with a subgroup analysis). You can now draft the layouts of all these tables. Visualizing the presentation of your results in advance is the “bare minimum” of writing in advance.

Finally, the discussion section. Can you write a discussion before you know the final data? Of course you can; you even must think ahead. In principle, there are only three possible outcomes: the study can give the results that you hoped for; it can show the inverse; or something indeterminate in between. In all instances, you can imagine how you will react. One possibility is that you are disappointed by the results of your study, and you will tend to find excuses for why it did not produce the results you hoped for. What excuses might your produce? The other possibility is that it does show what you wanted; then you may have to imagine how others will react and what their objections might be. If the results are indeterminate, everybody might be disappointed, and you will need to explain the failure of your research to give clear-cut results. When you detect a specific weakness by imagining this situation, you may wish to change aspects of your study.

As we explain in Appendix F , there is no need to write a very extensive paper as a first draft – on the contrary, it might be more useful to write a short paper, which has the advantage that others will more readily read it and comment on it.

Never be afraid to discuss your study at all stages extensively with others, not only your immediate research colleagues but also semi-outsiders and also in this advance-writing stage. If you know, or are told by others, that a particular direction of your results might not be believed and therefore draw criticism because of some potential deficiency in your study, why not remedy it at this stage? Looking at what you have written, or by discussing potential results with others, you will be able to imagine more clearly what your readers and critical colleagues might object to.

Writing a paper beforehand is the ultimate test of whether the research project is what you wanted, whether your reasoning flows logically, or whether you forgot something. The initial draft will be a yardstick for yourself and for others – whatever happens during the course of your research. This will help you to surmount surprise happenings: you have written down where you started and why, and therefore you will also know very securely when and why you have to take a detour – or even a U-turn.

Writing is difficult and time-consuming. Writing a paper can easily take 5–10 revisions, which might span a full year (inclusive of the time it takes your supervisor or your colleagues to produce comments). During the writing, you will often be obliged to go back to the data and do additional or different analyses. Since your paper will need many revisions, and this will take such a long time, why not take a head-start at the beginning of your data collection? It will save frustration and lost time at the end of your project.

Many guidelines and advices exist about writing, both about the substance (how to use words and phrases) and about the process. All beginning researchers should have a look at some books and papers about writing, and seasoned researchers can still profit from rereading them. Several reporting guidelines exist for several types of studies (RCTs, observational, diagnostic research, etc). They are often very detailed, in describing what should be in title, abstract, and so on. Although they should not be mechanically adhered to, 28 they help writing. In Appendix F , we have collected some wisdom that we particularly liked; several books on writing are listed, as well as reporting guidelines that help researchers to craft papers that are readable and contain all the information that is necessary and useful to others.

Now you can start “your research”

After the piloting and after having written your paper, you are ready to start your data collection, your analysis, or whatever is needed to “do your research”.

The work that is needed before you can start to “do your research” will take a great deal of time and effort. What will you have achieved after setting up a piece of research following the lengthy and involved precepts of this paper? You will have specified a limited research question that you will solve. You will add one little shining stone to the large mosaic of science. At the time that you do the study, you may still be too close to see its effect on the overall picture. That will come over the years.

Further reading

Some texts that we mention in the paper might be especially worthwhile for further reading; see Appendix G .

Acknowledgments

We thank Miguel Hernán, Stuart Pocock, and Bianca De Stavola for their informative comments on an earlier draft manuscript, as well as two anonymous reviewers of Clinical Epidemiology . The Centre for Global NCDs is supported by the Wellcome Trust Institutional Strategic Support Fund (097834/Z/11/B). This work was also supported by the European Research Council under the European Union’s Seventh Framework Programme (FP7/2007-2013 / ERC grant agreement number 668954).

The authors report no conflicts of interest in this work.

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Google Chrome to Start Blocking Websites Using Entrust Certificates

Google has said it will start blocking sites using certificates from Entrust in its Chrome browser around November 1 this year. According to Google, the primary reasons for this move are compliance issues and Entrust’s inability to address security problems in a timely manner. Learn more about it here.

• Google has said it will start blocking sites using certificates from Entrust in its Chrome browser around November 1 this year.
• According to Google, the primary reasons for this move are compliance issues and Entrust’s inability to address security problems in a timely manner.

Google has announced that it will start blocking websites that use certificates from Entrust in its Chrome browser. The blocking is expected to begin around November 1 and cover the browser’s macOS, Windows, ChromeOS, Linux, and Android versions. Chrome for iPadOS and iOS are exceptions due to Apple policies, which don’t allow the Chrome Root Store to be used.

According to the search engine giant Opens a new window , the primary reasons for this move are compliance issues and the certificate authority’s inability to address security problems promptly. The company also believes that Entrust’s lack of progress regarding publicly disclosed incident reports and unrealized improvement commitments presents risks to the internet ecosystem.

The Google Chrome security team said, “Over the past several years, publicly disclosed incident reports highlighted a pattern of concerning behaviors by Entrust that fall short of the above expectations and has eroded confidence in their competence, reliability, and integrity as a publicly-trusted [ certificate authority Opens a new window ] owner.”

Google further said it no longer plans to trust TLS server authentication certificates issued by Entrust, beginning with Chrome browser versions 127 and higher by default. That said, Chrome users and enterprise customers can override these settings if they wish.

See more: Google Introduces Project Naptime To Boost Vulnerability Research Using AI

Due to the blocking, users navigating to a site serving an Entrust or AffirmTrust certificate will be greeted by an interstitial message that warns them that their connection is not secure and isn’t private.

Website operators who are affected by this move are encouraged to move to a publicly-trusted certificate authority owner to reduce disruption before October 31, 2024.

Google said, “While website operators could delay the impact of blocking action by choosing to collect and install a new TLS certificate issued from Entrust before Chrome’s blocking action begins on November 1, 2024, website operators will inevitably need to collect and install a new TLS certificate from one of the many other CAs included in the Chrome Root Store”.

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Conservative-backed group is creating a list of federal workers it suspects could resist Trump plans

Tom Jones, a political activist and former Capitol Hill aide to Republican senators, is pictured in Bardstown, Ky., Tuesday, June 18, 2024. (AP Photo/Timothy D. Easley)

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WASHINGTON (AP) — From his home office in small-town Kentucky, a seasoned political operative is quietly investigating scores of federal employees suspected of being hostile to the policies of Republican Donald Trump , a highly unusual and potentially chilling effort that dovetails with broader conservative preparations for a new White House.

Tom Jones and his American Accountability Foundation are digging into the backgrounds, social media posts and commentary of key high-ranking government employees, starting with the Department of Homeland Security . They’re relying in part on tips from his network of conservative contacts, including workers. In a move that alarms some, they’re preparing to publish the findings online.

With a $100,000 grant from the Heritage Foundation , the goal is to post 100 names of government workers to a website this summer to show a potential new administration who might be standing in the way of a second-term Trump agenda — and ripe for scrutiny, reclassifications, reassignments or firings .

“We need to understand who these people are and what they do,” said Jones, a former Capitol Hill aide to Republican senators.

The concept of compiling and publicizing a list of government employees shows the lengths Trump’s allies are willing to go to ensure nothing or no one will block his plans in a potential second term. Jones’ Project Sovereignty 2025 comes as Heritage’s Project 2025 lays the groundwork, with policies, proposals and personnel ready for a possible new White House.

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The effort, focused on top career government officials who aren’t appointees within the political structure, has stunned democracy experts and shocked the civil service community in what they compare with the red scare of McCarthyism.

Jacqueline Simon, policy director at the American Federation of Government Employees, said the language being used — the Heritage Foundation’s announcement praised the group for ferreting out “anti-American bad actors” — is “shocking.”

Civil servants are often ex-military personnel and are required to take an oath to the Constitution to work for the federal government, not a loyalty test to a president, she and others said.

“It just seems as though their goal is to try to menace federal employees and sow fear,” said Simon, whose union backs President Joe Biden , a Democrat, for reelection .

As Trump, who has been convicted of felony charges in a hush money case and is under a four-count federal indictment accusing him of working to overturn his 2020 election loss , faces a likely rematch with Biden this fall, far-right conservatives have vowed to take a wrecking ball to what they call the deep-state bureaucracy.

The Trump campaign has said outside groups don’t speak for the ex-president, who alone sets his policy priorities .

Conservatives view the federal workforce as overstepping its role to become a power center that can drive or thwart a president’s agenda. Particularly during the Trump administration, government officials came under attack from the White House and Republicans on Capitol Hill, as his own Cabinet often raised objections to some of his more singular or even unlawful proposals.

While Jones’ group won’t necessarily be recommending whether to fire or reassign the federal workers it lists, the work aligns with Heritage’s far-reaching Project 2025 blueprint for a conservative administration.

Heritage’s Project 2025 proposes reviving the Trump Schedule F policy that would try to reclassify tens of thousands of federal workers as political appointees, which could enable mass dismissals — although a Biden administration rule seeks to make that more difficult. The Heritage project is working to recruit and train a new generation to travel to Washington to fill government jobs.

In announcing the $100,000 Innovation Award last month, Heritage said it’d support American Accountability Foundation’s “investigative researchers, in-depth reports, and educational efforts to alert Congress, a conservative administration, and the American people to the presence of anti-American bad actors burrowed into the administrative state and ensure appropriate action is taken.”

Heritage President Kevin Roberts said the “weaponization of the federal government” has been possible only because of the “deep state of entrenched Leftist bureaucrats.” He said he was proud to support the work of American Accountability Foundation workers “in their fight to hold our government accountable and drain it of bad actors.”

The federal government employs about 2.2 million people, including those in the Washington, D.C., area and workers who the unions say many Americans know as friends or neighbors in communities across the country.

About 4,000 positions in the government are considered political appointees who routinely change from one presidential administration to the next, but most are career professionals — from landscapers at Veterans Administration cemeteries to economists at the Bureau of Labor Statistics.

The public list-making conjures for some the era of Joseph McCarthy, the senator who conducted grueling hearings into suspected communist sympathizers during the Cold War. The hearings were orchestrated by a top staffer, Roy Cohn, who became a confidant of a younger Trump.

Skye Perryman, CEO of the advocacy group Democracy Forward, said it’s deeply disturbing and reminiscent of “the darker parts of American history.”

Publicly naming government workers is an “intimidation tactic to try to chill the work of these civil servants,” she said, and part of a broader “retribution agenda” underway this election.

“They’re seeking to undermine our democracy,” she said. “They’re seeking to undermine the way that our government works for people.”

Jones, from his desk overlooking rickhouses storing barrels in the Bourbon Capitol of Bardstown, scoffed at comparisons to McCarthyism as “nonsense.”

He’s a former staffer to then-Sen. Jim DeMint, the South Carolina conservative Republican who later led Heritage and now helms the Conservative Policy Institute, where American Accountability Foundation has a mailing address. Jones also worked for Sen. Ron Johnson, R-Wisconsin, and provided opposition research for Texas GOP Sen. Ted Cruz’s 2016 presidential bid.

With six researchers, Jones’ team operates remotely across the country, poring over the information about federal workers within Homeland Security, the State Department and other agencies that deal with immigration and border issues.

Their focus is on the highest ranks of the civil servants — GS-13, GS-14 and GS-15 employees and those in senior executive positions who could put up roadblocks to Trump’s plans for tighter borders and more deportations.

“I think it’s important to the next administration to understand who those people are,” Jones said.

He dismissed the risks that could be involved in publicly posting the names, salary information and other details of federal workers who have some level of privacy or the idea his group’s work could put employees’ livelihoods in jeopardy.

“You don’t get to make policy and then say, ‘Hey, don’t scrutinize me,”’ he said.

He acknowledges some of the work is often a “gut check” or “instinct” about which federal employees would be suspected of trying to block a conservative agenda.

“We’re looking at, ‘Are there wrong people on the bus right now that are, you know, openly hostile to efforts to secure the southern border?’” he said.

His own group came under scrutiny as it first probed Biden nominees.

Biden had repealed Trump’s Schedule F executive order in January 2021, but a Government Accountability Office report in 2022 found that agencies believed it could be reinstated by a future administration.

Since then, the Biden administration issued a rule that would make it harder to fire workers. A new administration could direct the Office of Personnel Management to undo the regulation, but the process would take time and be open to legal challenges.

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• System Requirements

Meeting recommended specifications won't guarantee perfect performance.

Recommended:

• OS: Windows 10+ x64
• You can check with CPU-Z
• You can check with GPU-Z
• RAM: 6GB or more
• Microsoft Visual C++ Redistributable for Visual Studio 2015, 2017 and 2019
• Windows <10 support is limited. Don't expect anything to work.
• Runs on Linux with Wine using Vulkan .
• Direct3D 12 will only work on Windows 10 due to D3D12on7 and vkd3d not being supported.
• AMD GPUs also fall under this due to Xenia triggering driver bugs causing crashes.
• 2017/2019 x64 Visual C++ Redistributable

Xenia doesn't require any Xbox 360 system files.

Xenia will check for the minimum supported CPU and GPU on startup and error out if one is not detected. Make sure that you have the latest drivers installed. You cannot just remove the checks in the code and assume things will work.

There are no magical workarounds to make Xenia work on your potato computer.

OpenGL and Direct3D 11 or lower are not, and never will be supported.

Windows Update tends to lag behind, so download GPU drivers from your manufacturer:

Where do I download Xenia?

Xenia is sometimes detected as a virus. Ignore this, as it is a false positive.

Xenia Canary is a fork of Xenia with changes not present in master.

For more information: What is the difference between Xenia Canary and Xenia master?

• How to rip games

YOU CANNOT PLAY GAMES DIRECTLY FROM THE DISC DRIVE, OR USE AN XBOX ONE/SERIES TO RIP GAMES!

Stock console method

Requirements.

• Xbox 360 console
• USB storage device that's at least 16GB. You might encounter problems with smaller devices.

If you're wanting to rip games from disc:

• Xbox 360 game disc
• Xbox 360 that can read discs

Preparation

Before beginning, you need to check if the USB is formatted:

• Go to Settings > System > Storage

• If it's already formatted, skip this section.
• Press A to format

• Note: This will erase everything from the drive. Make sure to move the files off of it first!
• Once done, return to home by pressing B twice.

Section 1. Ripping discs

If your game isn't a disc (XBLA, digital, etc.) skip to Section 2.

You'll want to change these options to stop game(s) from automatically starting:

• Settings > System > Console Settings > Auto-Play > Disable

• Settings > System > Console Settings > Startup and Shutdown > Startup > Xbox Dashboard

• Go to home on the dashboard
• Insert the disc into the drive, and close the tray.
• Once the game shows up press X (Game Details) with the game selected.
• College Hoops 2k7
• Pocket Bike Racers
• Crackdown (Can be installed with latest title update)
• Dead or Alive Xtreme 2
• Select the storage device you want to install the game on.
• Once it's 100% Completed press A to continue, and press B to go back to home.

Section 2. Transferring HDD games

If you ripped the game(s) directly to the USB drive, or they're already on the USB drive, you can skip this section.

• Go to Settings > System > Storage > Hard Drive > Press Y (Device Options) > Transfer Content > USB Storage Device
• Choose what you want to transfer. Keep in mind full games and trials/demos are in separate categories.

Section 3. Importing games for use in Xenia

• If the USB drive appears empty enable Show hidden files and folders in Windows Explorer.
• Go into 00000# . There will be folders with names consisting of lots of letters and numbers. You should find the game's folder within one of them.
• XBLA games will be one file, GOD (disc) games will contain a file, along with a *.data folder with the same name.
• ContentCache.pkg is irrelevant. Ignore it.
• To confirm that it is indeed a game try opening the file in Xenia.
• (Optional) If the game crashes you can try extracting the game using Velocity.
• If the game is extracted you will need to drag default.xex onto Xenia.
• Some games have multiple .xex files, so if you can't find default.xex or it just doesn't work, try another one.

Section 4. Activating games

By default Xenia runs ALL XBLA/digital games in demo/trial mode.

To run games in full/activated mode you need to change this option .

Redump method (rare/specific drives)

For these DVD drives:

• SH-D163A / TS-H353A
• SH-D163B / TS-H353B
• SH-162C / TS-H352C / SD-M2012C(?)
• SH-D162D / TS-H352D

IF YOUR DRIVE IS NOT LISTED HERE IT WILL NOT WORK!

http://wiki.redump.org/index.php?title=Microsoft_Xbox_and_Xbox_360_Dumping_Guide

How to install DLCs

• Identify what the Game Title ID is. This can be identified by running the game in Xenia.

• Locate your DLC Content folder from your removable storage.

Download Velocity from here .

Open the Packages with Velocity.

• Extract the content packages

Xenia Master Wiki | Xenia Canary Wiki

• Compatibility List

For Developers:

• For Developers
• Style Guide
• Good first issue(s)
• More documents

Clone this wiki locally

Amendment 24: D.18 Euclid General Investigator Program: Mission Involvement

D.18 Euclid General Investigator Program (EGIP) solicits proposals for basic research focused on data from the ESA Euclid mission to which NASA contributed infrared detectors. The EGIP solicits research based on the analysis of data from the Euclid mission that is publicly available by the start of the selected project. See Section 1.3 for more information on types of proposals solicited.

ROSES-2024 Amendment 24 adds new requirement to D.18 EGIP to distinguish proposed work from that associated with missions. Section 1.4 and Table D.18-1 have been updated to specify that if the proposal includes individuals associated with an active mission team, then the proposal must demonstrate that the proposed work does not overlap with any mission-related activities as part of the “Expertise and Resources Not Anonymized” document. New text is in bold.

As a result of the addition of this new requirement, the due dates have been delayed: Mandatory NOIs are now due August 22, 2024, and proposals are due October 3, 2024. Also, the Planning start date is now March 2025.

On or about July 1, 2024, this Amendment to the NASA Research Announcement "Research Opportunities in Space and Earth Sciences (ROSES) 2024" (NNH24ZDA001N) will be posted on the NASA research opportunity homepage at https://solicitation.nasaprs.com/ROSES2024

Questions concerning D.18 EGIP may be directed to Doris Daou at [email protected] .

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