methodology term paper

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What is Research Methodology? Definition, Types, and Examples

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

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

What is research methodology ?

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

Why is research methodology important?

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

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

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Types of research methodology.

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

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

What are the types of sampling designs in research methodology?

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

• Probability sampling

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

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

What are data collection methods?

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

Qualitative research 5

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

Quantitative research 6

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

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What are data analysis methods.

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

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

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

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

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

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

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

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

How to choose a research methodology?

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

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

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How to write a research methodology .

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

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

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

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Frequently Asked Questions

Q1. What are the key components of research methodology?

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

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

Q2. Why is ethical consideration important in research methodology?

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

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

Q3. What is the difference between methodology and method?

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

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

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

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• USC Libraries
• Research Guides

Organizing Your Social Sciences Research Paper

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

The methods section describes actions taken to investigate a research problem and the rationale for the application of specific procedures or techniques used to identify, select, process, and analyze information applied to understanding the problem, thereby, allowing the reader to critically evaluate a study’s overall validity and reliability. The methodology section of a research paper answers two main questions: How was the data collected or generated? And, how was it analyzed? The writing should be direct and precise and always written in the past tense.

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

Importance of a Good Methodology Section

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

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

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

Structure and Writing Style

I.  Groups of Research Methods

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

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

II.  Content

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

The remainder of your methodology section should describe the following:

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

In addition, an effectively written methodology section should:

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

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

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

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

III.  Problems to Avoid

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

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

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

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

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

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

Writing Tip

Statistical Designs and Tests? Do Not Fear Them!

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

To locate data and statistics, GO HERE .

Another Writing Tip

Knowing the Relationship Between Theories and Methods

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

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

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

Yet Another Writing Tip

Methods and the Methodology

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

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

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

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

Lawrence mbuagbaw.

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

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

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

Daeria O. Lawson

Livia puljak.

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

David B. Allison

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

Lehana Thabane

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

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

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

Associated Data

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

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

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

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

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

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

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

epidemiological study” in PubMed.

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

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

What is a methodological study?

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

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

When should we conduct a methodological study?

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

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

How often are methodological studies conducted?

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

Why do we conduct methodological studies?

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

Where can we find methodological studies?

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

Some frequently asked questions about methodological studies

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

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

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

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

Q: How many databases should I search?

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

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

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

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

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

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

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

Q: Should I justify a sample size?

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

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

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

Q: What should I call my study?

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

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

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

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

Q: Should I extract data in duplicate?

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

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

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

Q: What variables are relevant to methodological studies?

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

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

Q: Should I focus only on high impact journals?

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

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

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

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

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

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

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

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

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

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

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

A proposed framework

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

• What is the aim?

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

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

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

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

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

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

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

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

• 2. What is the design?

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

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

• 3. What is the sampling strategy?

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

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

• 4. What is the unit of analysis?

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

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

This framework is outlined in Fig.  2 .

A proposed framework for methodological studies

Conclusions

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

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

Acknowledgements

Abbreviations, authors’ contributions.

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

This work did not receive any dedicated funding.

Availability of data and materials

Ethics approval and consent to participate.

Not applicable.

Consent for publication

Competing interests.

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

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Reference management. Clean and simple.

What is research methodology?

The basics of research methodology

Why do you need a research methodology, what needs to be included, why do you need to document your research method, what are the different types of research instruments, qualitative / quantitative / mixed research methodologies, how do you choose the best research methodology for you, frequently asked questions about research methodology, related articles.

When you’re working on your first piece of academic research, there are many different things to focus on, and it can be overwhelming to stay on top of everything. This is especially true of budding or inexperienced researchers.

If you’ve never put together a research proposal before or find yourself in a position where you need to explain your research methodology decisions, there are a few things you need to be aware of.

Once you understand the ins and outs, handling academic research in the future will be less intimidating. We break down the basics below:

A research methodology encompasses the way in which you intend to carry out your research. This includes how you plan to tackle things like collection methods, statistical analysis, participant observations, and more.

You can think of your research methodology as being a formula. One part will be how you plan on putting your research into practice, and another will be why you feel this is the best way to approach it. Your research methodology is ultimately a methodological and systematic plan to resolve your research problem.

In short, you are explaining how you will take your idea and turn it into a study, which in turn will produce valid and reliable results that are in accordance with the aims and objectives of your research. This is true whether your paper plans to make use of qualitative methods or quantitative methods.

The purpose of a research methodology is to explain the reasoning behind your approach to your research - you'll need to support your collection methods, methods of analysis, and other key points of your work.

Think of it like writing a plan or an outline for you what you intend to do.

When carrying out research, it can be easy to go off-track or depart from your standard methodology.

Tip: Having a methodology keeps you accountable and on track with your original aims and objectives, and gives you a suitable and sound plan to keep your project manageable, smooth, and effective.

With all that said, how do you write out your standard approach to a research methodology?

As a general plan, your methodology should include the following information:

• Your research method.  You need to state whether you plan to use quantitative analysis, qualitative analysis, or mixed-method research methods. This will often be determined by what you hope to achieve with your research.
• Explain your reasoning. Why are you taking this methodological approach? Why is this particular methodology the best way to answer your research problem and achieve your objectives?
• Explain your instruments.  This will mainly be about your collection methods. There are varying instruments to use such as interviews, physical surveys, questionnaires, for example. Your methodology will need to detail your reasoning in choosing a particular instrument for your research.
• What will you do with your results?  How are you going to analyze the data once you have gathered it?
• Advise your reader.  If there is anything in your research methodology that your reader might be unfamiliar with, you should explain it in more detail. For example, you should give any background information to your methods that might be relevant or provide your reasoning if you are conducting your research in a non-standard way.
• How will your sampling process go?  What will your sampling procedure be and why? For example, if you will collect data by carrying out semi-structured or unstructured interviews, how will you choose your interviewees and how will you conduct the interviews themselves?
• Any practical limitations?  You should discuss any limitations you foresee being an issue when you’re carrying out your research.

In any dissertation, thesis, or academic journal, you will always find a chapter dedicated to explaining the research methodology of the person who carried out the study, also referred to as the methodology section of the work.

A good research methodology will explain what you are going to do and why, while a poor methodology will lead to a messy or disorganized approach.

You should also be able to justify in this section your reasoning for why you intend to carry out your research in a particular way, especially if it might be a particularly unique method.

Having a sound methodology in place can also help you with the following:

• When another researcher at a later date wishes to try and replicate your research, they will need your explanations and guidelines.
• In the event that you receive any criticism or questioning on the research you carried out at a later point, you will be able to refer back to it and succinctly explain the how and why of your approach.
• It provides you with a plan to follow throughout your research. When you are drafting your methodology approach, you need to be sure that the method you are using is the right one for your goal. This will help you with both explaining and understanding your method.
• It affords you the opportunity to document from the outset what you intend to achieve with your research, from start to finish.

A research instrument is a tool you will use to help you collect, measure and analyze the data you use as part of your research.

The choice of research instrument will usually be yours to make as the researcher and will be whichever best suits your methodology.

There are many different research instruments you can use in collecting data for your research.

Generally, they can be grouped as follows:

• Interviews (either as a group or one-on-one). You can carry out interviews in many different ways. For example, your interview can be structured, semi-structured, or unstructured. The difference between them is how formal the set of questions is that is asked of the interviewee. In a group interview, you may choose to ask the interviewees to give you their opinions or perceptions on certain topics.
• Surveys (online or in-person). In survey research, you are posing questions in which you ask for a response from the person taking the survey. You may wish to have either free-answer questions such as essay-style questions, or you may wish to use closed questions such as multiple choice. You may even wish to make the survey a mixture of both.
• Focus Groups.  Similar to the group interview above, you may wish to ask a focus group to discuss a particular topic or opinion while you make a note of the answers given.
• Observations.  This is a good research instrument to use if you are looking into human behaviors. Different ways of researching this include studying the spontaneous behavior of participants in their everyday life, or something more structured. A structured observation is research conducted at a set time and place where researchers observe behavior as planned and agreed upon with participants.

These are the most common ways of carrying out research, but it is really dependent on your needs as a researcher and what approach you think is best to take.

It is also possible to combine a number of research instruments if this is necessary and appropriate in answering your research problem.

There are three different types of methodologies, and they are distinguished by whether they focus on words, numbers, or both.

➡️ Want to learn more about the differences between qualitative and quantitative research, and how to use both methods? Check out our guide for that!

If you've done your due diligence, you'll have an idea of which methodology approach is best suited to your research.

It’s likely that you will have carried out considerable reading and homework before you reach this point and you may have taken inspiration from other similar studies that have yielded good results.

Still, it is important to consider different options before setting your research in stone. Exploring different options available will help you to explain why the choice you ultimately make is preferable to other methods.

If proving your research problem requires you to gather large volumes of numerical data to test hypotheses, a quantitative research method is likely to provide you with the most usable results.

If instead you’re looking to try and learn more about people, and their perception of events, your methodology is more exploratory in nature and would therefore probably be better served using a qualitative research methodology.

It helps to always bring things back to the question: what do I want to achieve with my research?

Once you have conducted your research, you need to analyze it. Here are some helpful guides for qualitative data analysis:

➡️  How to do a content analysis

➡️  How to do a thematic analysis

➡️  How to do a rhetorical analysis

Research methodology refers to the techniques used to find and analyze information for a study, ensuring that the results are valid, reliable and that they address the research objective.

Data can typically be organized into four different categories or methods: observational, experimental, simulation, and derived.

Writing a methodology section is a process of introducing your methods and instruments, discussing your analysis, providing more background information, addressing your research limitations, and more.

Your research methodology section will need a clear research question and proposed research approach. You'll need to add a background, introduce your research question, write your methodology and add the works you cited during your data collecting phase.

The research methodology section of your study will indicate how valid your findings are and how well-informed your paper is. It also assists future researchers planning to use the same methodology, who want to cite your study or replicate it.

What Is Research Methodology? A Plain-Language Explanation & Definition (With Examples)

By Derek Jansen (MBA)  and Kerryn Warren (PhD) | June 2020 (Last updated April 2023)

If you’re new to formal academic research, it’s quite likely that you’re feeling a little overwhelmed by all the technical lingo that gets thrown around. And who could blame you – “research methodology”, “research methods”, “sampling strategies”… it all seems never-ending!

In this post, we’ll demystify the landscape with plain-language explanations and loads of examples (including easy-to-follow videos), so that you can approach your dissertation, thesis or research project with confidence. Let’s get started.

Research Methodology 101

• What exactly research methodology means
• What qualitative , quantitative and mixed methods are
• What sampling strategy is
• What data collection methods are
• What data analysis methods are
• How to choose your research methodology
• Example of a research methodology

What is research methodology?

Research methodology simply refers to the practical “how” of a research study. More specifically, it’s about how  a researcher  systematically designs a study  to ensure valid and reliable results that address the research aims, objectives and research questions . Specifically, how the researcher went about deciding:

• What type of data to collect (e.g., qualitative or quantitative data )
• Who  to collect it from (i.e., the sampling strategy )
• How to  collect  it (i.e., the data collection method )
• How to  analyse  it (i.e., the data analysis methods )

Within any formal piece of academic research (be it a dissertation, thesis or journal article), you’ll find a research methodology chapter or section which covers the aspects mentioned above. Importantly, a good methodology chapter explains not just   what methodological choices were made, but also explains  why they were made. In other words, the methodology chapter should justify  the design choices, by showing that the chosen methods and techniques are the best fit for the research aims, objectives and research questions. 

So, it’s the same as research design?

Not quite. As we mentioned, research methodology refers to the collection of practical decisions regarding what data you’ll collect, from who, how you’ll collect it and how you’ll analyse it. Research design, on the other hand, is more about the overall strategy you’ll adopt in your study. For example, whether you’ll use an experimental design in which you manipulate one variable while controlling others. You can learn more about research design and the various design types here .

Need a helping hand?

What are qualitative, quantitative and mixed-methods?

Qualitative, quantitative and mixed-methods are different types of methodological approaches, distinguished by their focus on words , numbers or both . This is a bit of an oversimplification, but its a good starting point for understanding.

Let’s take a closer look.

Qualitative research refers to research which focuses on collecting and analysing words (written or spoken) and textual or visual data, whereas quantitative research focuses on measurement and testing using numerical data . Qualitative analysis can also focus on other “softer” data points, such as body language or visual elements.

It’s quite common for a qualitative methodology to be used when the research aims and research questions are exploratory  in nature. For example, a qualitative methodology might be used to understand peoples’ perceptions about an event that took place, or a political candidate running for president. 

Contrasted to this, a quantitative methodology is typically used when the research aims and research questions are confirmatory  in nature. For example, a quantitative methodology might be used to measure the relationship between two variables (e.g. personality type and likelihood to commit a crime) or to test a set of hypotheses .

As you’ve probably guessed, the mixed-method methodology attempts to combine the best of both qualitative and quantitative methodologies to integrate perspectives and create a rich picture. If you’d like to learn more about these three methodological approaches, be sure to watch our explainer video below.

What is sampling strategy?

Simply put, sampling is about deciding who (or where) you’re going to collect your data from . Why does this matter? Well, generally it’s not possible to collect data from every single person in your group of interest (this is called the “population”), so you’ll need to engage a smaller portion of that group that’s accessible and manageable (this is called the “sample”).

How you go about selecting the sample (i.e., your sampling strategy) will have a major impact on your study.  There are many different sampling methods  you can choose from, but the two overarching categories are probability   sampling and  non-probability   sampling .

Probability sampling  involves using a completely random sample from the group of people you’re interested in. This is comparable to throwing the names all potential participants into a hat, shaking it up, and picking out the “winners”. By using a completely random sample, you’ll minimise the risk of selection bias and the results of your study will be more generalisable  to the entire population. 

Non-probability sampling , on the other hand,  doesn’t use a random sample . For example, it might involve using a convenience sample, which means you’d only interview or survey people that you have access to (perhaps your friends, family or work colleagues), rather than a truly random sample. With non-probability sampling, the results are typically not generalisable .

To learn more about sampling methods, be sure to check out the video below.

What are data collection methods?

As the name suggests, data collection methods simply refers to the way in which you go about collecting the data for your study. Some of the most common data collection methods include:

• Interviews (which can be unstructured, semi-structured or structured)
• Focus groups and group interviews
• Surveys (online or physical surveys)
• Observations (watching and recording activities)
• Biophysical measurements (e.g., blood pressure, heart rate, etc.)
• Documents and records (e.g., financial reports, court records, etc.)

The choice of which data collection method to use depends on your overall research aims and research questions , as well as practicalities and resource constraints. For example, if your research is exploratory in nature, qualitative methods such as interviews and focus groups would likely be a good fit. Conversely, if your research aims to measure specific variables or test hypotheses, large-scale surveys that produce large volumes of numerical data would likely be a better fit.

What are data analysis methods?

Data analysis methods refer to the methods and techniques that you’ll use to make sense of your data. These can be grouped according to whether the research is qualitative  (words-based) or quantitative (numbers-based).

Popular data analysis methods in qualitative research include:

• Qualitative content analysis
• Thematic analysis
• Discourse analysis
• Narrative analysis
• Interpretative phenomenological analysis (IPA)
• Visual analysis (of photographs, videos, art, etc.)

Qualitative data analysis all begins with data coding , after which an analysis method is applied. In some cases, more than one analysis method is used, depending on the research aims and research questions . In the video below, we explore some  common qualitative analysis methods, along with practical examples.  

Moving on to the quantitative side of things, popular data analysis methods in this type of research include:

• Descriptive statistics (e.g. means, medians, modes )
• Inferential statistics (e.g. correlation, regression, structural equation modelling)

Again, the choice of which data collection method to use depends on your overall research aims and objectives , as well as practicalities and resource constraints. In the video below, we explain some core concepts central to quantitative analysis.

How do I choose a research methodology?

As you’ve probably picked up by now, your research aims and objectives have a major influence on the research methodology . So, the starting point for developing your research methodology is to take a step back and look at the big picture of your research, before you make methodology decisions. The first question you need to ask yourself is whether your research is exploratory or confirmatory in nature.

If your research aims and objectives are primarily exploratory in nature, your research will likely be qualitative and therefore you might consider qualitative data collection methods (e.g. interviews) and analysis methods (e.g. qualitative content analysis). 

Conversely, if your research aims and objective are looking to measure or test something (i.e. they’re confirmatory), then your research will quite likely be quantitative in nature, and you might consider quantitative data collection methods (e.g. surveys) and analyses (e.g. statistical analysis).

Designing your research and working out your methodology is a large topic, which we cover extensively on the blog . For now, however, the key takeaway is that you should always start with your research aims, objectives and research questions (the golden thread). Every methodological choice you make needs align with those three components. 

Example of a research methodology chapter

In the video below, we provide a detailed walkthrough of a research methodology from an actual dissertation, as well as an overview of our free methodology template .

Psst... there’s more!

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

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199 Comments

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We can’t write your methodology for you. If you’re looking for samples, you should be able to find some sample methodologies on Google. Alternatively, you can download some previous dissertations from a dissertation directory and have a look at the methodology chapters therein.

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MLA Jansen, Derek, and Kerryn Warren. “What (Exactly) Is Research Methodology?” Grad Coach, June 2021, gradcoach.com/what-is-research-methodology/.

APA Jansen, D., & Warren, K. (2021, June). What (Exactly) Is Research Methodology? Grad Coach. https://gradcoach.com/what-is-research-methodology/

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Organizing Academic Research Papers: 6. The Methodology

• Purpose of Guide
• Design Flaws to Avoid
• Glossary of Research Terms
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
• Academic Writing Style
• Choosing a Title
• Making an Outline
• Paragraph Development
• Executive Summary
• Background Information
• The Research Problem/Question
• Theoretical Framework
• Citation Tracking
• Content Alert Services
• Evaluating Sources
• Primary Sources
• Secondary Sources
• Tertiary Sources
• What Is Scholarly vs. Popular?
• Qualitative Methods
• Quantitative Methods
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Annotated Bibliography
• Dealing with Nervousness
• Using Visual Aids
• Grading Someone Else's Paper
• How to Manage Group Projects
• Multiple Book Review Essay
• Reviewing Collected Essays
• About Informed Consent
• Writing Field Notes
• Writing a Policy Memo
• Writing a Research Proposal
• Acknowledgements

The methods section of a research paper provides the information by which a study’s validity is judged. The method section answers two main questions: 1) How was the data collected or generated? 2) How was it analyzed? The writing should be direct and precise and written in the past tense.

Importance of a Good Methodology Section

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

• Readers need to know how the data was obtained because the method you choose affects the results and, by extension, how you likely interpreted those results.
• Methodology is crucial for any branch of scholarship because an unreliable method produces unreliable results and it misappropriates interpretations of findings .
• In most cases, there are a variety of different methods you can choose to investigate a research problem. Your methodology section of your paper should make clear the reasons why you chose a particular method or procedure .
• The reader wants to know that the data was collected or generated in a way that is consistent with accepted practice in the field of study. For example, if you are using a questionnaire, readers need to know that it offered your respondents a reasonable range of answers to choose from.
• The research method must be appropriate to the objectives of the study . For example, be sure you have a large enough sample size to be able to generalize and make recommendations based upon the findings.
• The methodology should discuss the problems that were anticipated and the steps you took to prevent them from occurring . For any problems that did arise, you must describe the ways in which their impact was minimized or why these problems do not affect the findings in any way that impacts your interpretation of the data.
• Often in social science research, it is useful for other researchers to adapt or replicate your methodology. Therefore, it is important to always provide sufficient information to allow others to use or replicate the study . This information is particularly important when a new method had been developed or an innovative use of an existing method has been utilized.

Bem, Daryl J. Writing the Empirical Journal Article . Psychology Writing Center. University of Washington; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008.

Structure and Writing Style

I. Groups of Research Methods

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

• The empirical-analytical group approaches the study of social sciences in a similar manner that researchers study the natural sciences. This type of research focuses on objective knowledge, research questions that can be answered yes or no, and operational definitions of variables to be measured. The empirical-analytical group employs deductive reasoning that uses existing theory as a foundation for hypotheses that need to be tested. This approach is focused on explanation .
• The interpretative group is focused on understanding phenomenon in a comprehensive, holistic way . This research method allows you to recognize your connection to the subject under study. Because the interpretative group focuses more on subjective knowledge, it requires careful interpretation of variables.

II. Content

An effectively written methodology section should:

• Introduce the overall methodological approach for investigating your research problem . Is your study qualitative or quantitative or a combination of both (mixed method)? Are you going to take a special approach, such as action research, or a more neutral stance?
• Indicate how the approach fits the overall research design . Your methods should have a clear connection with your research problem. In other words, make sure that your methods will actually address the problem. One of the most common deficiencies found in research papers is that the proposed methodology is unsuited to achieving the stated objective of your paper.
• Describe the specific methods of data collection you are going to use , such as, surveys, interviews, questionnaires, observation, archival research. If you are analyzing existing data, such as a data set or archival documents, describe how it was originally created or gathered and by whom.
• Explain how you intend to analyze your results . Will you use statistical analysis? Will you use specific theoretical perspectives to help you analyze a text or explain observed behaviors?
• Provide background and rationale for methodologies that are unfamiliar for your readers . Very often in the social sciences, research problems and the methods for investigating them require more explanation/rationale than widely accepted rules governing the natural and physical sciences. Be clear and concise in your explanation.
• Provide a rationale for subject selection and sampling procedure . For instance, if you propose to conduct interviews, how do you intend to select the sample population? If you are analyzing texts, which texts have you chosen, and why? If you are using statistics, why is this set of statisics being used? If other data sources exist, explain why the data you chose is most appropriate.
• Address potential limitations . Are there any practical limitations that could affect your data collection? How will you attempt to control for potential confounding variables and errors? If your methodology may lead to problems you can anticipate, state this openly and show why pursuing this methodology outweighs the risk of these problems cropping up.

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

III.  Problems to Avoid

Irrelevant Detail The methodology section of your paper should be thorough but to the point. Don’t provide any background information that doesn’t directly help the reader to understand why a particular method was chosen, how the data was gathered or obtained, and how it was analyzed. Unnecessary Explanation of Basic Procedures Remember that you are not writing a how-to guide about a particular method. You should make the assumption that readers possess a basic understanding of how to investigate the research problem on their own and, therefore, you do not have to go into great detail about specific methodological procedures. The focus should be on how you applied a method , not on the mechanics of doing a method. NOTE: An exception to this rule is if you select an unconventional approach to doing the method; if this is the case, be sure to explain why this approach was chosen and how it enhances the overall research process. Problem Blindness It is almost a given that you will encounter problems when collecting or generating your data. Do not ignore these problems or pretend they did not occur. Often, documenting how you overcame obstacles can form an interesting part of the methodology. It demonstrates to the reader that you can provide a cogent rationale for the decisions you made to minimize the impact of any problems that arose. Literature Review Just as the literature review section of your paper provides an overview of sources you have examined while researching a particular topic, the methodology section should cite any sources that informed your choice and application of a particular method [i.e., the choice of a survey should include any citations to the works you used to help construct the survey].

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

Azevedo, L.F. et al. How to Write a Scientific Paper: Writing the Methods Section. Revista Portuguesa de Pneumologia 17 (2011): 232-238; Butin, Dan W. The Education Dissertation A Guide for Practitioner Scholars . Thousand Oaks, CA: Corwin, 2010; Carter, Susan. Structuring Your Research Thesis . New York: Palgrave Macmillan, 2012; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008. Methods Section . The Writer’s Handbook. Writing Center. University of Wisconsin, Madison; Writing the Experimental Report: Methods, Results, and Discussion . The Writing Lab and The OWL. Purdue University; Methods and Materials . The Structure, Format, Content, and Style of a Journal-Style Scientific Paper. Department of Biology. Bates College.

Writing Tip

Statistical Designs and Tests? Do Not Fear Them!

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

Another Writing Tip

Knowing the Relationship Between Theories and Methods

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

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

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

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Everything You Need to Know to Write an A+ Term Paper

Last Updated: March 4, 2024 Fact Checked

Sample Term Papers

Researching & outlining.

• Drafting Your Paper
• Revising Your Paper

Expert Q&A

This article was co-authored by Matthew Snipp, PhD and by wikiHow staff writer, Raven Minyard, BA . C. Matthew Snipp is the Burnet C. and Mildred Finley Wohlford Professor of Humanities and Sciences in the Department of Sociology at Stanford University. He is also the Director for the Institute for Research in the Social Science’s Secure Data Center. He has been a Research Fellow at the U.S. Bureau of the Census and a Fellow at the Center for Advanced Study in the Behavioral Sciences. He has published 3 books and over 70 articles and book chapters on demography, economic development, poverty and unemployment. He is also currently serving on the National Institute of Child Health and Development’s Population Science Subcommittee. He holds a Ph.D. in Sociology from the University of Wisconsin—Madison. There are 13 references cited in this article, which can be found at the bottom of the page. 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 2,235,749 times.

A term paper is a written assignment given to students at the end of a course to gauge their understanding of the material. Term papers typically count for a good percentage of your overall grade, so of course, you’ll want to write the best paper possible. Luckily, we’ve got you covered. In this article, we’ll teach you everything you need to know to write an A+ term paper, from researching and outlining to drafting and revising.

Quick Steps to Write a Term Paper

• Hook your readers with an interesting and informative intro paragraph. State your thesis and your main points.
• Support your thesis by providing quotes and evidence that back your claim in your body paragraphs.
• Summarize your main points and leave your readers with a thought-provoking question in your conclusion.

• Think of your term paper as the bridge between what you’ve learned in class and how you apply that knowledge to real-world topics.
• For example, a history term paper may require you to explore the consequences of a significant historical event, like the Civil War. An environmental science class, on the other hand, may have you examine the effects of climate change on a certain region.
• Your guidelines should tell you the paper’s word count and formatting style, like whether to use in-text citations or footnotes and whether to use single- or double-spacing. If these things aren’t specified, be sure to reach out to your instructor.

• Make sure your topic isn’t too broad. For example, if you want to write about Shakespeare’s work, first narrow it down to a specific play, like Macbeth , then choose something even more specific like Lady Macbeth’s role in the plot.
• If the topic is already chosen for you, explore unique angles that can set your content and information apart from the more obvious approaches many others will probably take. [3] X Research source
• Try not to have a specific outcome in mind, as this will close you off to new ideas and avenues of thinking. Rather than trying to mold your research to fit your desired outcome, allow the outcome to reflect a genuine analysis of the discoveries you made. Ask yourself questions throughout the process and be open to having your beliefs challenged.
• Reading other people's comments, opinions, and entries on a topic can often help you to refine your own, especially where they comment that "further research" is required or where they posit challenging questions but leave them unanswered.

• For example, if you’re writing a term paper about Macbeth , your primary source would be the play itself. Then, look for other research papers and analyses written by academics and scholars to understand how they interpret the text.

• For example, if you’re writing a paper about Lady Macbeth, your thesis could be something like “Shakespeare’s characterization of Lady Macbeth reveals how desire for power can control someone’s life.”
• Remember, your research and thesis development doesn’t stop here. As you continue working through both the research and writing, you may want to make changes that align with the ideas forming in your mind and the discoveries you continue to unearth.
• On the other hand, don’t keep looking for new ideas and angles for fear of feeling confined. At some point, you’re going to have to say enough is enough and make your point. You may have other opportunities to explore these questions in future studies, but for now, remember your term paper has a finite word length and an approaching due date!

• Abstract: An abstract is a concise summary of your paper that informs readers of your topic, its significance, and the key points you’ll explore. It must stand on its own and make sense without referencing outside sources or your actual paper.
• Introduction: The introduction establishes the main idea of your paper and directly states the thesis. Begin your introduction with an attention-grabbing sentence to intrigue your readers, and provide any necessary background information to establish your paper’s purpose and direction.
• Body paragraphs: Each body paragraph focuses on a different argument supporting your thesis. List specific evidence from your sources to back up your arguments. Provide detailed information about your topic to enhance your readers’ understanding. In your outline, write down the main ideas for each body paragraph and any outstanding questions or points you’re not yet sure about.
• Results: Depending on the type of term paper you’re writing, your results may be incorporated into your body paragraphs or conclusion. These are the insights that your research led you to. Here you can discuss how your perspective and understanding of your topic shifted throughout your writing process.
• Conclusion: Your conclusion summarizes your argument and findings. You may restate your thesis and major points as you wrap up your paper.

Drafting Your Term Paper

• Writing an introduction can be challenging, but don’t get too caught up on it. As you write the rest of your paper, your arguments might change and develop, so you’ll likely need to rewrite your intro at the end, anyway. Writing your intro is simply a means of getting started and you can always revise it later. [10] X Trustworthy Source PubMed Central Journal archive from the U.S. National Institutes of Health Go to source
• Be sure to define any words your readers might not understand. For example, words like “globalization” have many different meanings depending on context, and it’s important to state which ones you’ll be using as part of your introductory paragraph.

• Try to relate the subject of the essay (say, Plato’s Symposium ) to a tangentially related issue you happen to know something about (say, the growing trend of free-wheeling hookups in frat parties). Slowly bring the paragraph around to your actual subject and make a few generalizations about why this aspect of the book/subject is so fascinating and worthy of study (such as how different the expectations for physical intimacy were then compared to now).

• You can also reflect on your own experience of researching and writing your term paper. Discuss how your understanding of your topic evolved and any unexpected findings you came across.

• While peppering quotes throughout your text is a good way to help make your point, don’t overdo it. If you use too many quotes, you’re basically allowing other authors to make the point and write the paper for you. When you do use a quote, be sure to explain why it is relevant in your own words.
• Try to sort out your bibliography at the beginning of your writing process to avoid having a last-minute scramble. When you have all the information beforehand (like the source’s title, author, publication date, etc.), it’s easier to plug them into the correct format.

Revising & Finalizing Your Term Paper

• Trade in weak “to-be” verbs for stronger “action” verbs. For example: “I was writing my term paper” becomes “I wrote my term paper.”

• It’s extremely important to proofread your term paper. If your writing is full of mistakes, your instructor will assume you didn’t put much effort into your paper. If you have too many errors, your message will be lost in the confusion of trying to understand what you’ve written.

• If you add or change information to make things clearer for your readers, it’s a good idea to look over your paper one more time to catch any new typos that may have come up in the process.

• The best essays are like grass court tennis—the argument should flow in a "rally" style, building persuasively to the conclusion. Thanks Helpful 1 Not Helpful 0
• If you get stuck, consider giving your professor a visit. Whether you're still struggling for a thesis or you want to go over your conclusion, most instructors are delighted to help and they'll remember your initiative when grading time rolls around. Thanks Helpful 1 Not Helpful 1
• At least 2 hours for 3-5 pages.
• At least 4 hours for 8-10 pages.
• At least 6 hours for 12-15 pages.
• Double those hours if you haven't done any homework and you haven't attended class.
• For papers that are primarily research-based, add about two hours to those times (although you'll need to know how to research quickly and effectively, beyond the purview of this brief guide).

You Might Also Like

• ↑ https://www.binghamton.edu/counseling/self-help/term-paper.html
• ↑ Matthew Snipp, PhD. Research Fellow, U.S. Bureau of the Census. Expert Interview. 26 March 2020.
• ↑ https://emory.libanswers.com/faq/44525
• ↑ https://writing.wisc.edu/handbook/assignments/planresearchpaper/
• ↑ https://owl.purdue.edu/owl/general_writing/the_writing_process/thesis_statement_tips.html
• ↑ https://libguides.usc.edu/writingguide/outline
• ↑ https://gallaudet.edu/student-success/tutorial-center/english-center/writing/guide-to-writing-introductions-and-conclusions/
• ↑ https://www.ncbi.nlm.nih.gov/pubmed/26731827
• ↑ https://writing.wisc.edu/handbook/assignments/writing-an-abstract-for-your-research-paper/
• ↑ https://www.ivcc.edu/stylesite/Essay_Title.pdf
• ↑ https://www.uni-flensburg.de/fileadmin/content/institute/anglistik/dokumente/downloads/how-to-write-a-term-paper-daewes.pdf
• ↑ https://library.sacredheart.edu/c.php?g=29803&p=185937
• ↑ https://www.cornerstone.edu/blog-post/six-steps-to-really-edit-your-paper/

About This Article

If you need to write a term paper, choose your topic, then start researching that topic. Use your research to craft a thesis statement which states the main idea of your paper, then organize all of your facts into an outline that supports your thesis. Once you start writing, state your thesis in the first paragraph, then use the body of the paper to present the points that support your argument. End the paper with a strong conclusion that restates your thesis. For tips on improving your term paper through active voice, read on! Did this summary help you? Yes No

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How to Write a Term Paper From Start to Finish

The term paper, often regarded as the culmination of a semester's hard work, is a rite of passage for students in pursuit of higher education. Here's an interesting fact to kick things off: Did you know that the term paper's origins can be traced back to ancient Greece, where scholars like Plato and Aristotle utilized written works to explore and document their philosophical musings? Just as these great minds once wrote their thoughts on parchment, you, too, can embark on this intellectual voyage with confidence and skill.

How to Write a Term Paper: Short Description

In this article, we'll delve into the core purpose of this kind of assignment – to showcase your understanding of a subject, your research abilities, and your capacity to communicate complex ideas effectively. But it doesn't stop there. We'll also guide you in the art of creating a well-structured term paper format, a roadmap that will not only keep you on track but also ensure your ideas flow seamlessly and logically. Packed with valuable tips on writing, organization, and time management, this resource promises to equip you with the tools needed to excel in your academic writing.

Understanding What Is a Term Paper

A term paper, a crucial component of your college education, is often assigned towards the conclusion of a semester. It's a vehicle through which educators gauge your comprehension of the course content. Imagine it as a bridge between what you've learned in class and your ability to apply that knowledge to real-world topics.

For instance, in a history course, you might be asked to delve into the causes and consequences of a significant historical event, such as World War II. In a psychology class, your term paper might explore the effects of stress on mental health, or in an environmental science course, you could analyze the impact of climate change on a specific region.

Writing a term paper isn't just about summarizing facts. It requires a blend of organization, deep research, and the art of presenting your findings in a way that's both clear and analytical. This means structuring your arguments logically, citing relevant sources, and critically evaluating the information you've gathered.

For further guidance, we've prepared an insightful guide for you authored by our expert essay writer . It's brimming with practical tips and valuable insights to help you stand out in this academic endeavor and earn the recognition you deserve.

How to Start a Term Paper

Before you start, keep the guidelines for the term paper format firmly in mind. If you have any doubts, don't hesitate to reach out to your instructor for clarification before you begin your research and writing process. And remember, procrastination is your worst enemy in this endeavor. If you're aiming to produce an exceptional piece and secure a top grade, it's essential to plan ahead and allocate dedicated time each day to work on it. Now, let our term paper writing services provide you with some valuable tips to help you on your journey:

• Hone Your Topic : Start by cultivating a learning mindset that empowers you to effectively organize your thoughts. Discover how to research a topic in the section below.
• Hook Your Readers: Initiate a brainstorming session and unleash a barrage of creative ideas to captivate your audience right from the outset. Pose intriguing questions, share compelling anecdotes, offer persuasive statistics, and more.
• Craft a Concise Thesis Statement Example : If you find yourself struggling to encapsulate the main idea of your paper in just a sentence or two, it's time to revisit your initial topic and consider narrowing it down.
• Understand Style Requirements: Your work must adhere to specific formatting guidelines. Delve into details about the APA format and other pertinent regulations in the section provided.
• Delve Deeper with Research : Equipped with a clearer understanding of your objectives, dive into your subject matter with a discerning eye. Ensure that you draw from reputable and reliable sources.
• Begin Writing: Don't obsess over perfection from the get-go. Just start writing, and don't worry about initial imperfections. You can always revise or remove those early sentences later. The key is to initiate the term papers as soon as you've amassed sufficient information.

Ace your term paper with EssayPro 's expert help. Our academic professionals are here to guide you through every step, ensuring your term paper is well-researched, structured, and written to the highest standards.

Term Paper Topics

Selecting the right topic for your term paper is a critical step, one that can significantly impact your overall experience and the quality of your work. While instructors sometimes provide specific topics, there are instances when you have the freedom to choose your own. To guide you on how to write a term paper, consider the following factors when deciding on your dissertation topics :

• Relevance to Assignment Length: Begin by considering the required length of your paper. Whether it's a substantial 10-page paper or a more concise 5-page one, understanding the word count will help you determine the appropriate scope for your subject. This will inform whether your topic should be broad or more narrowly focused.
• Availability of Resources : Investigate the resources at your disposal. Check your school or community library for books and materials that can support your research. Additionally, explore online sources to ensure you have access to a variety of reference materials.
• Complexity and Clarity : Ensure you can effectively explain your chosen topic, regardless of how complex it may seem. If you encounter areas that are challenging to grasp fully, don't hesitate to seek guidance from experts or your professor. Clarity and understanding are key to producing a well-structured term paper.
• Avoiding Overused Concepts : Refrain from choosing overly trendy or overused topics. Mainstream subjects often fail to captivate the interest of your readers or instructors, as they can lead to repetitive content. Instead, opt for a unique angle or approach that adds depth to your paper.
• Manageability and Passion : While passion can drive your choice of topic, it's important to ensure that it is manageable within the given time frame and with the available resources. If necessary, consider scaling down a topic that remains intriguing and motivating to you, ensuring it aligns with your course objectives and personal interests.

Worrying About the Quality of Your Upcoming Essay?

"Being highly trained professionals, our writers can provide term paper help by creating a paper specifically tailored to your needs.

Term Paper Outline

Before embarking on the journey of writing a term paper, it's crucial to establish a well-structured outline. Be mindful of any specific formatting requirements your teacher may have in mind, as these will guide your outline's structure. Here's a basic format to help you get started:

• Cover Page: Begin with a cover page featuring your name, course number, teacher's name, and the deadline date, centered at the top.
• Abstract: Craft a concise summary of your work that informs readers about your paper's topic, its significance, and the key points you'll explore.
• Introduction: Commence your term paper introduction with a clear and compelling statement of your chosen topic. Explain why it's relevant and outline your approach to addressing it.
• Body: This section serves as the meat of academic papers, where you present the primary findings from your research. Provide detailed information about the topic to enhance the reader's understanding. Ensure you incorporate various viewpoints on the issue and conduct a thorough analysis of your research.
• Results: Share the insights and conclusions that your research has led you to. Discuss any shifts in your perspective or understanding that have occurred during the course of your project.
• Discussion: Conclude your term paper with a comprehensive summary of the topic and your findings. You can wrap up with a thought-provoking question or encourage readers to explore the subject further through their own research.

How to Write a Term Paper with 5 Steps

Before you begin your term paper, it's crucial to understand what a term paper proposal entails. This proposal serves as your way to introduce and justify your chosen topic to your instructor, and it must gain approval before you start writing the actual paper.

In your proposal, include recent studies or research related to your topic, along with proper references. Clearly explain the topic's relevance to your course, outline your objectives, and organize your ideas effectively. This helps your instructor grasp your term paper's direction. If needed, you can also seek assistance from our expert writers and buy term paper .

Draft the Abstract

The abstract is a critical element while writing a term paper, and it plays a crucial role in piquing the reader's interest. To create a captivating abstract, consider these key points from our dissertation writing service :

• Conciseness: Keep it short and to the point, around 150-250 words. No need for lengthy explanations.
• Highlight Key Elements: Summarize the problem you're addressing, your research methods, and primary findings or conclusions. For instance, if your paper discusses the impact of social media on mental health, mention your research methods and significant findings.
• Engagement: Make your abstract engaging. Use language that draws readers in. For example, if your paper explores the effects of artificial intelligence on the job market, you might begin with a question like, 'Is AI revolutionizing our work landscape, or should we prepare for the robots to take over?'
• Clarity: Avoid excessive jargon or technical terms to ensure accessibility to a wider audience.

Craft the Introduction

The introduction sets the stage for your entire term paper and should engage readers from the outset. To craft an intriguing introduction, consider these tips:

• Hook Your Audience: Start with a captivating hook, such as a thought-provoking question or a compelling statistic. For example, if your paper explores the impact of smartphone addiction, you could begin with, 'Can you remember the last time you went a whole day without checking your phone?'
• State Your Purpose: Clearly state the purpose of your paper and its relevance. If your term paper is about renewable energy's role in combating climate change, explain why this topic is essential in today's world.
• Provide a Roadmap: Briefly outline how your paper is structured. For instance, if your paper discusses the benefits of mindfulness meditation, mention that you will explore its effects on stress reduction, emotional well-being, and cognitive performance.
• Thesis Statement: Conclude your introduction with a concise thesis statement that encapsulates the central argument or message of your paper. In the case of a term paper on the impact of online education, your thesis might be: 'Online education is revolutionizing learning by providing accessibility, flexibility, and innovative teaching methods.'

Develop the Body Sections: Brainstorming Concepts and Content

Generate ideas and compose text: body sections.

The body of your term paper is where you present your research, arguments, and analysis. To generate ideas and write engaging text in the body sections, consider these strategies from our research paper writer :

• Structure Your Ideas: Organize your paper into sections or paragraphs, each addressing a specific aspect of your topic. For example, if your term paper explores the impact of social media on interpersonal relationships, you might have sections on communication patterns, privacy concerns, and emotional well-being.
• Support with Evidence: Back up your arguments with credible evidence, such as data, research findings, or expert opinions. For instance, when discussing the effects of social media on mental health, you can include statistics on social media usage and its correlation with anxiety or depression.
• Offer Diverse Perspectives: Acknowledge and explore various viewpoints on the topic. When writing about the pros and cons of genetic engineering, present both the potential benefits, like disease prevention, and the ethical concerns associated with altering human genetics.
• Use Engaging Examples: Incorporate real-life examples to illustrate your points. If your paper discusses the consequences of climate change, share specific instances of extreme weather events or environmental degradation to make the topic relatable.
• Ask Thought-Provoking Questions: Integrate questions throughout your text to engage readers and stimulate critical thinking. In a term paper on the future of artificial intelligence, you might ask, 'How will AI impact job markets and the concept of work in the coming years?'

Formulate the Conclusion

The conclusion section should provide a satisfying wrap-up of your arguments and insights. To craft a compelling term paper example conclusion, follow these steps:

• Revisit Your Thesis: Begin by restating your thesis statement. This reinforces the central message of your paper. For example, if your thesis is about the importance of biodiversity conservation, reiterate that biodiversity is crucial for ecological balance and human well-being.
• Summarize Key Points: Briefly recap the main points you've discussed in the body of your paper. For instance, if you've been exploring the impact of globalization on local economies, summarize the effects on industries, job markets, and cultural diversity.
• Emphasize Your Main Argument: Reaffirm the significance of your thesis and the overall message of your paper. Discuss why your findings are important or relevant in a broader context. If your term paper discusses the advantages of renewable energy, underscore its potential to combat climate change and reduce our reliance on fossil fuels.
• Offer a Thoughtful Reflection: Share your own reflections or insights about the topic. How has your understanding evolved during your research? Have you uncovered any unexpected findings or implications? If your paper discusses the future of space exploration, consider what it means for humanity's quest to explore the cosmos.
• End with Impact: Conclude your term paper with a powerful closing statement. You can leave the reader with a thought-provoking question, a call to action, or a reflection on the broader implications of your topic. For instance, if your paper is about the ethics of artificial intelligence, you could finish by asking, 'As AI continues to advance, what ethical considerations will guide our choices and decisions?'

Edit and Enhance the Initial Draft

After completing your initial draft, the revision and polishing phase is essential for improving your paper. Here's how to refine your work efficiently:

• Take a Break: Step back and return to your paper with a fresh perspective.
• Structure Check: Ensure your paper flows logically and transitions smoothly from the introduction to the conclusion.
• Clarity and Conciseness: Trim excess words for clarity and precision.
• Grammar and Style: Proofread for errors and ensure consistent style.
• Citations and References: Double-check your citations and reference list.
• Peer Review: Seek feedback from peers or professors for valuable insights.
• Enhance Intro and Conclusion: Make your introduction and conclusion engaging and impactful.
• Coherence Check: Ensure your arguments support your thesis consistently.
• Read Aloud: Reading your paper aloud helps identify issues.
• Final Proofread: Perform a thorough proofread to catch any remaining errors.

Term Paper Format

When formatting your term paper, consider its length and the required citation style, which depends on your research topic. Proper referencing is crucial to avoid plagiarism in academic writing. Common citation styles include APA and MLA.

If unsure how to cite term paper for social sciences, use the APA format, including the author's name, book title, publication year, publisher, and location when citing a book.

For liberal arts and humanities, MLA is common, requiring the publication name, date, and location for referencing.

Adhering to the appropriate term paper format and citation style ensures an organized and academically sound paper. Follow your instructor's guidelines for a polished and successful paper.

Term Paper Example

To access our term paper example, simply click the button below.

The timeline of events from 1776 to 1861, that, in the end, prompted the American Civil War, describes and relates to a number of subjects modern historians acknowledge as the origins and causes of the Civil War. In fact, pre-Civil War events had both long-term and short-term influences on the War—such as the election of Abraham Lincoln as the American president in 1860 that led to the Fall of Fort Sumter in April of the same year. In that period, contentions that surrounded states’ rights progressively exploded in Congress—since they were the initial events that formed after independence. Congress focused on resolving significant issues that affected the states, which led to further issues. In that order, the US’s history from 1776 to 1861 provides a rich history, as politicians brought forth dissimilarities, dissections, and tensions between the Southern US & the people of slave states, and the Northern states that were loyal to the Union. The events that unfolded from the period of 1776 to 1861 involved a series of issues because they promoted the great sectional crisis that led to political divisions and the build-up to the Civil War that made the North and the South seem like distinctive and timeless regions that predated the crisis itself.

Final Thoughts

In closing, approach the task of writing term papers with determination and a positive outlook. Begin well in advance, maintain organization, and have faith in your capabilities. Don't hesitate to seek assistance if required, and express your individual perspective with confidence. You're more than capable of succeeding in this endeavor!

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Article Contents

The positioning of bame, methodology, unpacking the discourse around bame, data availability.

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“ We are no longer using the term BAME: ” a qualitative analysis exploring how activists position and mobilize naming of minority ethnic groups in Britain

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Sim Gill, “ We are no longer using the term BAME: ” a qualitative analysis exploring how activists position and mobilize naming of minority ethnic groups in Britain, Communication, Culture and Critique , Volume 17, Issue 1, March 2024, Pages 9–16, https://doi.org/10.1093/ccc/tcae004

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In early 2021, the term BAME (Black, Asian, and Minority Ethnic) was commonly used by the government, public bodies, and the mass media to describe minority ethnic groups in Britain. However, this usage faced fierce criticism, particularly due to complex tensions surrounding racial and ethnic identity, solidarity, and history. This article critically evaluates these tensions and the meaning behind BAME through 10 interviews with activists working in the field of British race relations. My principle focus amid this debate revisits the foundations of the term BAME, which, I argue, is rooted in the rise and fall of Political Blackness. Additionally, I examine the broader strategic purposes of BAME as well as emphasize the importance of colorism within our discussions of racialization in Britain. Ultimately, this discussion seeks a richer account of our current climate around ethnic identification that considers both the potential and the limits of the term BAME.

Naming can operate on multiple levels, but in all instances, the term BAME (Black, Asian, and Minority Ethnic) has provided visibility to Black and Asian minority ethnic groups in the UK public sphere. As a form of discursive identification and structuring, the term has attracted little attention from academic scholars. However, it has been legitimated, sustained, and circulated by British society through its inclusion within government and public bodies, media, and activist groups since the early 2000s. More recently, the term has seen a proliferation of mentions. Indeed, according to Google Trends (2021), BAME hit a peak in search inquiries in 2020.

Amidst this growth followed a debate on whether BAME could be an appropriate term to categorize Black and Asian minority ethnic groups in the UK. A crucial component of this conversation concerned the essentializing of ethnic identity that (re)inscribed a Western (normatively White) form of authority for the classification of the other. This form of categorization contributes to an ontological exchange between cultures and as such the salience of this positioning has mutually implicated societal impacts on how individuals navigate themselves throughout British society. Critically here, the terminology used by the state versus descriptors chosen by individuals outside of these formal institutions is significant. Often seen as a point of contention, how communities may choose to refer to themselves as opposed to labels assigned by organizations presents us with important questions when engaging with questions around terminology and belonging.

It is demeaning to be categorized in relation to what we are not, rather than what we are: British Indian, British Caribbean, and so on. The BAME acronym also disguises huge differences in outcomes between ethnic groups. This reductionist idea forces us to think that the principal cause of all disparities must be majority versus minority discrimination. It also allows our institutions and businesses to point to the success of some BAME people in their organization and absolve themselves of responsibility for people from those minority groups that are doing less well. Like the UK’s White population, ethnic minority groups are far from monolithic in their attitudes towards British social norms and their inclusion in different walks of life. ( CRED, 2021 , pp. 32–33)

Fittingly, the paragraph concludes with a key argument often put forward by opponents of this racialized expression. Within this paragraph, we see how BAME fails to accurately capture authentic notions of identity that reflect the multiplicity of lived experiences in the UK. Put another way, this sentence is significant in drawing attention to the heterogeneity of the UK’s White population in relation to minority ethnic communities. Here the presumed normativity of Whiteness alongside conditions of class are emphasized to liberate individuals from engaging structurally with performances of British race and racism. By this I mean, that in implying the need to acknowledge and recognize specific ethnic identities rather than being lumped into broad categories, the paragraph above criticizes BAME for its erasure of complexities and diverse experiences within different ethnic communities. By supporting this sentiment with the fact that differences in outcomes may be affected by other factors (some of which have indeed led to diverse opportunities amongst the British White population), the report underscores the need to articulate individuality and unique experiences of ethnic minorities rather than the structural conditions that have historically privileged epistemological, normative Whiteness.

Moreover, while acknowledging and appreciating the mounting importance of naming and identity politics, we must remember that this is not the first time Britain has encountered such a debate. Rather one should note that race and racism are not static products but are reflections of a history and a politics. As such, it is correct that amid this discussion that we revisit the foundations of BAME, which is rooted in the rise and fall of Political Blackness. As such, it is not by happenstance that we find the focus of our contemporary conversation to have reignited similar criticisms that ultimately led to the decline in the use of the umbrella term Black. Certainly, at a moment when many British conservative MPs are willing the public towards a post-racial society, the use of identity politics here supports a global trend that views phrases like BAME as inert if not threatening.

Therefore, this article is organized into three main parts. The first section critically reviews existing literature on Positioning theory, Political Blackness, and Critical Race Theory (CRT). My focus is to underscore the historical considerations related to the terms Black and Political Blackness that draw parallels between these discussions and the emergence of the term BAME. The second section introduces the methodology used in this article, which focuses on interviewing activists. Activism plays a crucial role in social and political movements and serves as an important avenue for political participation in representative democracies ( Dahl, 1989 ). This is important because activists generate theory largely outside of academic circles, which directly impacts our understanding of the epistemology of race and racism in Britain. Thus, by interviewing activists, this article aims to understand how they position themselves and engage with the discursive category of BAME, as well as what this construction signifies for the naming of minority ethnic groups in Britain.

The final section discusses the key findings derived from the interviews. Here, I outline the need for greater consideration of colorism in order to fully understand the process and structures of racialization in Britain. I then note how the overarching purpose of BAME is to highlight structural failings and promote accountability rather than focusing solely on the personal identity of ethnic groups. More directly, I conclude by arguing that future theorizing should consider constructing race and racism in the plural, recognizing that the naming of minority ethnic groups should be explained alongside the structures of normative Whiteness. Ultimately this discussion seeks out a deeper understanding of our current climate around identity and race that considers both the potential and the limits of naming.

At its core, the term BAME has often provided visibility to ethnic minority groups in British society. As a means to position this group within a broader social and ideological hegemony, BAME acts as a signifying practice that attests to structures of power, discourse, and linguistics. The significance of this discursive frame can also be discussed through positioning theory, which within the social sciences was a concept first prominently introduced by Holloway (1984) in her feminist critique of gender differentiation in discourses. With particular attention to the embodiments of masculine and feminine attributes, a significant point Holloway’s work emphasizes is how subject positions are produced within discourses. In this context, a subject position refers to the momentary clusters of rights and duties that embody a particular way of thinking, acting, and speaking.

Building on this foundation, Harré’s ( Harré & Langehove,1999 ; Harré & Moghaddam, 2003 ) work helped shape positioning theory more formally. Indeed, a central idea of interest for Harré ( Harré’s & Langehove, 1999 ; Harré & Moghaddam, 2003 ) outlines positioning as a discursive practice, whereby individuals exchange meaning concerning their social world by tactically positioning themselves throughout a dialogue. As such, individuals emerge from the process of social interaction, not as a fixed product, but as active agents whose subjectivity is constantly being negotiated: being made and remade within discursive practices that the subject engages. Positioning is, therefore, a dynamic construction as well as an essential feature of social interaction. This understanding can be extended to frame our understanding of culture or to put it more concisely, practices of culture: whereby we may argue that individuals, such as those captured by BAME, do not harness a fixed set of monolithic values/essences but instead are subject to dynamic construction of positions that shape the way in which their practices of culture can be embodied. These subject positions provide agency and meaning to individuals as well as allow us to note signifiers of acceptance, othering, and even stigmatization. Reflecting some criticisms noted by the CRED report, positioning theory helps delineate how positions such as BAME can be taken for granted as if they were just the natural order.

These dynamic theoretical concepts provide a vocabulary to help navigate our understanding of the world and, as such, are widely applied across various other academic disciplines, especially within discussions of identity and power. Subsequently, for my research, positioning theory is a primary source of inspiration and will be drawn upon throughout this article.

A brief history of Political Blackness

Black Power in its American usage has often dominated public perception, from its association with the early 1850s Black leader Frederick Douglass to its more prominent use by activists and scholars Carmichael and Hamilton (1967) . However, while the mobilization of Black Power in Britain has drawn inspiration from this established movement, Political Blackness in Britain has often contrasted with that of its American counterpart. Certainly, despite being overlooked in mainstream culture, there is an extensive and rich scholarship covering Political Blackness in Britain ( Ambikaipaker, 2018 ; Gilroy, 1987 ; Shukra, 1998 ).

Starting with the 1950s, due to changing economic conditions, post-war Britain saw its internal boundaries substantially altered. As a result, the minority ethnic population increased rapidly in size, with many workers and their families migrating from outside of Europe—predominantly from countries with a history of colonialism, including Jamaica, Barbados, India, and Pakistan ( Winant, 2001 ). These new immigrants of Commonwealth origin, of both West African and South Asian descent, were to be grouped as Black by White Britons, irrespective of other forms of categorization and distinction.

Alternatively, and quite rationally, many of these Commonwealth migrants did not position themselves as a single entity of Black people. They saw their differences. However, by the late 1960s, economic and social discrimination against Black communities reached a significant point of tension. Indeed, Virdee (2014) exemplifies the effects of this division by drawing attention to the creation of informal color bars in workplaces and racial discrimination in areas such as housing and policing during this period. This discrimination was often accompanied by overt instances of physical violence in the name of “nigger hunting” or “Paki bashing.” 1 Certainly, in direct contrast to historically established idioms of anti-Black hate speech in the US, in Britain, this rhetoric included South Asians. Tying all this together, the spectacle of anti-Black hostility became acutely confined under the banner of the neofascist National Front ( Solomos, 1989 ). In short, these experiences forced many activists to re-evaluate how they positioned their struggles and identities ( Shukra, 1998 ). Instead, the interaction between racism experienced by the new Commonwealth immigrants and the rise of Black Power in the US inspired a distinct culture of Black solidarity in Britain.

In other words, adopting a Black identity did not denote ascribing to a descriptive category or cultural association between Asian, African, and Caribbean communities. On the contrary, as Hall (1991 , 1997 ) echoes, the strategic consequences of this position could be spelled out as a function for anti-racism and a form of solidarity politics offering many instrumental benefits, including resource mobilization, resilience-building against ordinary examples of normative Whiteness, and what Shilliam has called a diasporically educated and committed “global infrastructure of anti-colonial connectivity” ( 2015 , p. 3). Ultimately, then, as a theoretical weapon, Political Blackness was a form of racial analysis that tried to understand, challenge, and present strength among multiple forms of racism that were nonetheless interlocked in the politics of the state and society.

Multiculturalism, BAME & the rise of what about me

Political Blackness articulated a specific social vision that was broadly agreed upon within British scholarship of the 1950s and 1960s. However, much of this vision was lost in scholarship and activism that emerged during the late 1980s. As Gilroy (1987 , p. 36) laments, this period progressed several significant epistemological shifts that moved away from “political definitions of Black based on the possibility of Afro-Asian unity and towards more restricted alternative formulations, which ultimately confined the concept of Blackness to people of African descent.” In Ambalavaner Sivananda’s words, “Black lost its political culture and became a cultural color” (1988, cited in Shukra, 1998 , p. 62).

This particular discourse revolved around the politics of recognition and was notably championed by scholar Modood (1994 , 1999 ). Principally, Modood argued that the term Black could not appropriately or sufficiently serve Asian communities because it was rooted in Pan-Africanist/Black power influence, which he considered as an acceptance by Asians of an Afro-political leadership. Broadly speaking, these criticisms extended into debates around gender and (briefly) colorism as well as discussions around the ontological experience of non-Whiteness. Each component of this debate against the umbrella term Black provides an almost identical reflection of contemporary discourse concerning BAME. However, given the length of this article, and for succinctness, I will focus my attention on what primarily drives much of these historical discussions: chiefly, the increased fissionability of multiculturalism.

As scholars Lauren Berlant and Michael Warner (cited in Goldberg, 1994 , p.107) write, the promise ushered by multiculturalism was to make “political cultures open and responsible,” but its development has instead helped to spotlight a politics of difference. Within this politics of difference, the success of multiculturalism predicates identity and perceptions of identity as commodities that grant or deny resources. These resources include self-worth, visibility, and better (more targeted) educational and employment opportunities. This discourse moves us away from transforming society towards a neoliberal discourse that Ambikaipaker describes as “getting a bigger portion for ourselves” (2018, p. 183). In short, this discourse encouraged debates centered on emerging identity politics and a cultural preoccupation with individual selfhood, intricately intertwined with the social and economic conditions of capital, prompting a recognition of calls for “ What about me ?” Consequently, this attractive neoliberal framing of multiculturalism inevitably contributed to abandoning Black, and a shift towards the term BME or “Black and Minority Ethnic” which first made its appearance in 1987. Indeed, in 1988, the Commission for Racial Equality (CRE) decided to cease its recommendation that the ethnic monitoring category Black encompass Asians. This directly influenced the Population Census in 1991, where Britons were first presented with a question on ethnicity, which included four main categories: White, Black, Asian, and any other race or ethnic group. The eventual transition from BME to BAME followed shortly after in the early 2000s.

BAME and the current moment

While there is an abundance of scholarly work utilizing BAME, it is noteworthy that there is a lack of research specifically examining how these texts employ the terminology and its significance in discourses that surround British race relations. It has most often been used by academics to either align their research with government policy or because the label is largely recognized by the target audience of the publishing journal (see also, Howells et al., 2018 ). Equally, some scholars, such as Opara et al. (2020) , choose to adopt BAME due to personal preferences over substitute umbrella terms, including visible minorities or people of color. Quite simply, this lack of engagement with the term BAME has also meant there is a lack of clarity on how the wider British public responds to such positioning. Altogether, these literature gaps make it difficult to understand the wider socio-political debate around naming minority ethnic groups, as well as the political and economic motivations behind CRED’s recommendation. This is particularly noteworthy when we consider the different dimensions of naming and dialectic tensions between how individual communities, grassroots activists, and/or media and formal governmental institutions utilize racial terminology.

Nevertheless, the symmetry between the discourse concerning Political Blackness and BAME suggests that the wider issues of naming are not problems that can just disappear. Rather unsettling critiques of naming require thorough engagement with those whose lives are both produced and reduced by such a terminology. With the hope, then, to not repeat our past debates under slightly different names, this present research seeks to outline what BAME means for British activists as a means to build forward a new path for future literature concerning racial and ethnic identities in Britain.

The key question addressed by this article seeks to understand how activists position and work with the discursive category of BAME and what the construction of this discursive category signifies for the naming of minority ethnic groups in Britain. Drawing from Robinson’s (2014) comprehensive guide on sampling in qualitative research, I established criteria for my interviewee selection based on my research question’s focus, which was inclusive of individuals over 18 residing in England and affiliated with activist organizations. 2

I employed LinkedIn advertisements for participant recruitment in my study, aligning with established practices in research ( Bhutta, 2012 ; Ritchie et al., 2014 ). Certainly, in leveraging the flexibility offered through social media, I was able to share my research materials more widely for over a two-month period. These materials explicitly communicated my affiliation with the BAME community and articulated the research’s objective: to explore individuals’ perceptions of the term “BAME,” its historical significance, and their aspirations of naming ethnic minority groups in the British context. Initially, eight individuals responded to the calls, and the remaining participants were recruited through snowball sampling. The choice to interview only 10 activists stemmed from constraints in time, budget, and resources. Additionally, the decision aimed to strike a balance by prioritizing depth over breadth, allowing for a detailed exploration of participants’ experiences, perceptions, and motivations. The interviewing lengths varied from 48 minutes to 80 minutes, with interview details shown in Table 1 .

Interviewee information and interview details

Coding framework, reflexivity & analysis

My intention for analysis is not to present a homogenous or authentic voice for activists because I maintain that no such voice exists. However, in accordance with Fereday and Muir-Cochrane (2006) , thematic analysis unearths themes prominent in interviewees’ accounts that capture their experiences and perceptions of the social world. The recognition of such themes distinguished my categories for analysis.

In total, I produced 11 interpretive codes: defining BAME, accountability, alternatives to BAME, the year 2020, experiences of racism, gender, religion, class, what type of society do we want to live in, present future classification, and acceptance. While this coding process involved several iterations, the stages of thematic analysis enabled recurrent and distinctive features of interviewees’ accounts to be understood and compared. These features highlighted what interviewees had in common as well as where they diverged and meaningfully contributed to developing three overarching themes, which will be presented in the next section of this article.

Pausing briefly, I would like to draw attention to the fact that qualitative researchers have different philosophical approaches to understanding how meaning is created. Traditionally, interviews have been seen as one-sided, with the interviewer gathering information from the interviewee who is seen as the unilateral source of facts ( Holstein & Gubrium, 1995 ). However, this view oversimplifies the interview process as a mere source of knowledge. Many researchers, especially feminists, criticize the idea of value-free and objective interviewing ( Ellis & Berger, 2003 ). They argue that researchers should recognize their personal, political, and professional biases that influence the meaning-making process. Thus, amongst these different epistemological contentions, I follow a philosophical position broadly in line with contextualism ( King et al., 2019 ). I have chosen this approach due to the emphasis placed on the role of reflexivity. The recognition of my position is crucial to underscore how my background may influence responses elicited by my interviewees. This background may also affect how I interpret responses. Moreover, my positionality must also be considered in parallel with the positions of the activists I interview. As Blee (2013) notes in her paper “Interviewing Activists,” it is almost inevitable that researchers will have some opinion about the value or assessment of political work in which activist interviewees are implicated. As such, these political and moral judgments needed to be considered within the interviewing process as well as in the development of my codes and discussion. This was particularly noticeable when, for instance, in two of my interviews, the interviewees positioned me within their responses, stating: “You know how it is as an Indian.” To some degree, my background as a British Indian implicates me as an insider in the community being researched ( Adler & Adler, 1987 ). The recognition of this position underscores how identity may influence responses elicited by interviewees. In order to omit any judgment in my responses, so my interviewees could express their thoughts clearly without damaging the rapport or flow of the conversation, I relied on reflexivity. Specifically, by keeping a research journal I recorded the dates and times of interviews, a summary of the discussion and my reflections on certain responses, as well as brief notes of what was occurring socially and politically. This level of detail was crucial given the liveliness of public debate on my research topic.

Furthermore, discussions on race and belonging produce different outcomes and illustrate how racism is not felt equally, nor is it recognized uniformly by all those who experience it. Instead, these discourses communicate the sociality of racialization as a process. Therefore employing reflexivity within all stages of the methodological process ensures that such nuances are captured and showcases the interview as a methodological space where subject positions are constantly being negotiated.

What BAME actually means

I began each interview by discussing the activists’ identities, which extended to the affiliations of the organizations they represented, and how they defined the term BAME. In accordance with GOV.UK (2018), BAME provides cover to Black and Asian minority ethnic groups in Britain and excludes Mixed, Other, and White ethnic minority groups. However, among my interviewees, there was confusion and disagreement regarding its definition. Some saw BAME as a term for non-White individuals, while others considered it as an umbrella term for all minority ethnic backgrounds in Britain. The only point of agreement was the inclusion of individuals from mixed backgrounds.

I am a woman of color, but I also benefit from light-skinned privilege, and I'm also White assumed a lot (…) I used White assumed because it’s quite complex for people to ascribe you as White passing when you don't feel in your heart that you are. (P8)

Like I'm white, my dad and brother aren’t. We’re a family that came out in different shades (…) and actually I could walk around and unless they knew who my brother and dad were, and what my heritage was, I would get away with it. I could pass (…) (P10)

P10’s notion of passing draws on the privileges of colorism. At its simplest, colorism involves a prejudiced preference for lighter skin tones. It is a form of bias that has created a global market for skin-lightening, currently valued at US$8bn with projections for growth of US$13.7bn by 2025 ( CNN, 2022 ). This evaluation is predicated on the belief that light skin is awarded larger material wealth, class, and prospects of matrimony in comparison to those with darker shades. In some ways, this discourse corresponds with French Sociologist Bourdieu’s (1997) notion of symbolic capital, whereby the aesthetics of the body informs a practice of commoditization that is associated with value as well as perceived and constructed identity. If we develop this further, we may see colorism as a manifestation of racism and racialization that complicates our relationship with BAME. Therefore, how we position BAME and who it captures becomes a somewhat different story when discussing color.

Accountability, but for whom?

To speak of a BAME community within the nation state is to speak metaphorically. Somewhat inevitably, most individuals of a BAME background are strangers to one another. But even if we can't agree on what or who BAME stands for, many people will share a rough idea of what is distinctive about BAME from the national (normatively White) character. This point proved particularly salient when uncovering the value of BAME.

Indeed, the COVID-19 pandemic significantly highlights the popularity and perception of BAME, as evidenced by its search trends on Google. During this period, we also see the British Government publicly stating that being from a BAME background was a risk factor for COVID-19 ( BBC News, 2020 ). Despite numerous reports circulating within the British academic and public sphere that substantiate findings of institutional racism, this counterviewpoint persists. In fact, in reference to these reports, a rather topical example was raised by P5, who is an advocate of anti-racism within education. Reciting an investigative story first broken by the British newspaper The Guardian , P5 grievously details how in 1968, the Queen’s advisers, including her chief financial manager, had informed civil servants that it was not a part of their correct practice to appoint “colored immigrants” to clerical roles within the royal household: “That was based not on merit, that was based on the color of your skin” (P5).

As discussed, CRT scholars argue racism is so deeply ingrained in society that its existence is often denied, unless it manifests in extreme acts ( Bonilla-Silva, 2003 ). This narrow definition of racism overlooks the pervasive effects of structural and institutional racism. An example of such consequences is highlighted by P5, whose father faced challenges in having his educational qualifications recognized in the UK when he immigrated in the late 1960s. This kind of racism not only affects self-esteem and self-worth but also alters career paths, as P5 continues: “My dad ended up working in the factories for 30 years, never being a teacher. We have similar issues now. So, people coming from various countries, their qualifications are not recognized. Now, they’re not on merit, these are political decisions.” Such findings are not uncommon even now ( Institute for Fiscal Studies, 2022 ).

Similarly reflecting on this, P1, a former advocate at an anti-racist think tank and current worker in diversity and inclusion in higher education, emphasizes the disparities in economic activity, social networks, unemployment rates, wage rates, and healthcare benefits between White individuals and minority ethnic individuals: “And there’s evidence to suggest that, if you’re from a minority ethnic minority group, sometimes, like you know, you won't be recruited as much, you won't be shortlisted and things like that” (P1).

“Adam gets called to interview three times more than Mohammed and gets asked by recruitment agencies twice as much. All over one simple thing, the name Adam” (P9) “If you’re a white person whose surname is Watson, you’re applying for a job and thinking, is it good enough, did I get my grammar correct, are they hiring, do they have enough spaces? You’re not thinking, oh, are they even going to look at it because my name is Mohammad!” (P6)

You know the murder of George Floyd (…) that was part of a continuum of the racism and the brutality against the Black community. (P9) It’s not BAME, we’re talking about Black people. (P6)

However, a crucial difference between discourses of the 1980s and our present moment is the activist origins that distinguish Black and BAME. Similar to the inception of Political Blackness, it’s undeniable that the Black Lives Matter (BLM) movement holds significant power. Its conceptual positioning has proven to be valuable in theoretical, political, and ideological terms. As a movement, it carries a deeply grassroots-led political impetus that strengthens the call for racial justice ( Lowery, 2016 ). As activists P7 and P8, who focus on educational research and decolonization in higher education, respectively, point out, BAME is widely seen as a state-sanctioned label: Indeed, in other words, P8 notes “The term BAME, was never designed to have that kind of political force. The term BAME is a monitoring term (…) it was a state term.”

Relatedly, P8 details the internal politics of activism and the terms they use depending on the audience: “Now I don't view people of color as being a particular political term, but there are a lot of people who do view it that way. And so, if I'm in a certain room I might use BAME on purpose to try and endear that person to me so that they won't think of me as a radical in the same way.” Consequently, the association of BAME with the state influences my interviewees’ day-to-day activism, leading many to express great apathy towards it. The gap between grassroots community activism and institutional grassroots activism, then, is evidenced by the rejection of BAME as an identity. As P1 colorfully asserts, “I’ve never heard anyone run around saying I’m BAME, I’m BAME, I’m BAME”—the identity of BAME is not conceived at the individual level.

While the significance of BAME diminishes when speaking of the practicalities of day-to-day activism, it is essential to note that all but three of my interviewees expressed a reluctance to dispense with the term altogether. Many interviewees also pointed out that relying solely on individual ethnic groups would create similar problems by obscuring some details and emphasizing others, with P7 noting that “if you only look to individual ethnic groups, you'd also lose something of the bigger picture of racialization in our society.”

Crucially, the point is not to take rigid sides between individual ethnic identities and umbrella terms. Instead, we need to understand where terms such as BAME are seen as a valuable tool for connecting and providing accountability for wider racialized institutional and structural failures.

What type of society do we want to live in?

From Politically Black to BAME, the evolution of umbrella terms reveals how individuals are positioned and repositioned by local circumstances, changing migration patterns, new experiences of racism, generational shifts, and unstable geopolitical conditions. Thus, to articulate the future trajectory of naming ethnic minorities in Britain, I concluded all my interviews by asking my interviewees to describe their hopes for our future society. The analysis of the responses proved engaging and thought-provoking from the outset. The narratives were a blend of humor, moments of sadness, and occasional contradictions. But overall, the accounts generated tended to be predominantly optimistic.

Specifically, this question prompted answers that naturally gravitated towards two main theoretical and conceptual frames: the first of which continued a discourse on a post-racial Britain. P3 articulates that amongst this discourse, he hopes that “knowledge of the different strands of diversity are commonplace, so we don't need an organization like ours to have to explain to people what it means to be a Black person or an Asian person in the community.” Sensing the sadness underlying this sentiment, these accounts insisted on a layering of traditional multicultural understanding of differences, whereby diversity is celebrated and recognized; but the overall category of race remains benign, in that it does not limit an individual’s access to opportunities or project feelings of othering and extreme violence.

I think at the moment, a lot of White people, and some people of color as well, are very keen on the idea of a diverse and inclusive society. I'm interested in equity, justice, decolonization, and reparations (…) a world where the truth about our history is taught in schools and universities. And there’s a free exchange of ideas and forms of knowledge production between different countries across the world. (P8)

As P8 continues, “deconstructing whiteness and deconstructing how Western viewpoints and Western structures, etc., have governed the way that we learn, the way that people are perceived, the way that we’re kind of rewarded for things or even criticized for others.” Rather, against our current normative view of history, we divide our complex world into such simple dichotomies of good and bad, that privilege those who have had certain affordances, such as their race or Whiteness. It is within such a simple understanding that we may uncover the spatial and time-bound layers of meaning behind history that contribute to our present understanding of progress, representation, and world-making. Under this narrative, it is fundamental that we bridge the gaps between finding the meaning of memory and doing/living memory. In short, and quite crucially, despite these distinctive responses, there was an overwhelming agreement, that in any of these futures, there would remain some form of umbrella term for minority ethnic groups at a grassroots and institutional level.

At its simplest, then, umbrella terms can offer a sense of familiarity, acceptance, and shared heritage that many, quite reasonably, would be unwilling to dispose of. However, what this ideal umbrella term would look like and how it would operate and interact with systems of capitalism and normative Whiteness remained unimagined. Perhaps, so much so, to suggest that the ideal terminology does not matter as much as grasping the negotiated and often contested conditions that reproduce race and racism in Britain.

The motivation for this research stemmed from the very sobering conclusions from the COVID-19 pandemic; indeed, the year 2021 brought about a very rare instance where both BAME and BAME communities have been thrust into the spotlight of our public sphere. Consequently, unpacking the effects of this discourse has been at the heart of this article.

Yet equally this is not the first time we have encountered this debate, with a historical consideration towards the term Black and Political Blackness, we can see the symmetry between the two discussions that ultimately led us to BAME. Quite notably, then my findings suggest the need for greater attention and openness toward discussing the discourse of colorism to fully understand British race and race relations. Equally, my interviewees emphasized that while the political impetus of BAME may be weaker than other terms like BLM, the primary value of BAME lies in its ability to draw attention to the unconscious or subconscious systemic disparities that exist within our society. Indeed, the purpose of BAME positions structural failings against the larger national picture: thus, accountability, not personal identity, is its raison d'être .

Taken together, the narrating of what we call ourselves now, or what umbrella term we choose to call ourselves next, is not the end but only a means to an end. Accordingly, future theorizing should emphasize the need to construct race and racism in the plural, recognizing that any future naming of minority ethnic groups must be explained alongside structures of Whiteness. Discussing terms like BAME under this more complex, structural lens would move us away from a zero-sum, binary approach. This would also underscore the social construction of naming, with the hope that we address new frameworks for looking at systemic issues that lay underneath terms such as BAME, rather than reissue them under slightly different names. Ultimately, this article attempts to contribute to this hope.

Funding support for this article was provided by the This research received no specific grant from any funding agency in the public, commercial, or not-for-profit sectors.

The participants of this study did not give written consent for their data to be shared publicly, so due to the sensitive nature of the research supporting data is not available.

Conflict of interest : None declared.

I consciously use the terms “nigger hunting” and “Paki bashing” in their entirety to appropriately reflect the evolution of social attitudes towards race. In an effort to support critical thinking, our language and how it has (and is) evoked to communicate racism is crucial to understand and reflect on if we are to overcome practices that maintain racism.

While the definition of who is an activist and what counts as activism is far-reaching and not universally agreed upon in contemporary social science debates, I have included individuals from think-tanks, charities, networks, and support groups within my sampling frame.

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Quantum Finance and Fuzzy Reinforcement Learning-Based Multi-agent Trading System

• Published: 25 May 2024

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• Chi Cheng   ORCID: orcid.org/0009-0001-2763-8317 1 ,
• Bingshen Chen 1 ,
• Ziting Xiao 1 &
• Raymond S. T. Lee   ORCID: orcid.org/0000-0002-2487-1914 1  

In a volatile stock market, an investor’s long-term goal involves determining the most effective buying, selling strategies, and money management techniques in order to maximize profits. This paper introduces a multi-agent trading system to achieve this goal, termed QF-FRL, based on quantum finance and fuzzy reinforcement learning (QF-FRL). The system comprises two agents: (1) The trading agent, constructed using the Deep Deterministic Policy Gradient (DDPG) and Twin Delayed Deep Deterministic Policy Gradient (TD3). This agent employs a Denoising Auto Encoder (DAE) to extract stock representations from historical time series data. The trading agent initially employed the DDPG model, which was subsequently supplanted by the TD3 model. It integrates traditional financial technology indicators, like moving averages, with modern deep reinforcement learning technology to generate buying and selling signals for determining the optimal strategy. (2) The risk control agent, founded on quantum finance and an adaptive network-based fuzzy inference system. This agent merges the QPL indicator with a fuzzy risk control method to ascertain transaction amounts. Furthermore, a genetic algorithm is utilized to optimize the parameters of the fuzzy system, aiming to enhance profits and ensure accuracy in transactions at specific amounts. The experiments in this study involved selecting nine stocks and testing them against seven competing quantitative trading models. Upon comparing the profit rate, trading frequency, Sharpe ratio, and average return of each stock, eight stocks within the QF-FRL system achieved the highest returns and a greater number of transactions. Additionally, the QF-FRL system has also attained the highest average return and the second highest average Sharpe ratio. The results indicate that QF-FRL outperforms competing models, yielding higher profits and being particularly suitable for long-term investment. Moreover, it exhibits more favorable risk-adjusted returns and a notable degree of robustness.

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This paper was supported in part by the Guangdong Provincial Key Laboratory IRADS (2022B1212010006, R0400001-22), Key Laboratory for Artificial Intelligence and Multi-Model Data Processing of Department of Education of Guangdong Province and Guangdong Province F1 project grant on Curriculum Development and Teaching Enhancement on Quantum Finance course UICR0400050-21CTL.

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Dr Raymond Lee: Supervision, project administration, funding acquisition, reviewing and editing. Chi Cheng: Conceptualization, methodology, reviewing and editing. Bingshen Chen: Conceptualization, methodology, writing—original draft preparation, formal analysis, data visualization, validation. Ziting Xiao: Investigation, literature review, software design, implementation.

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Cheng, C., Chen, B., Xiao, Z. et al. Quantum Finance and Fuzzy Reinforcement Learning-Based Multi-agent Trading System. Int. J. Fuzzy Syst. (2024). https://doi.org/10.1007/s40815-024-01731-1

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b College of Chemistry & Chemical Engineering, Northwest Normal University, Lanzhou 730070, People's Republic of China

c Institute of Anatomy and Histology & Embryology, Neuroscience, School of Basic Medical Sciences, Lanzhou University, Lanzhou 730000, People's Republic of China

Abnormal neuronal polarity leads to early deficits in Alzheimer's disease (AD) by affecting the function of axons. Precise and rapid evaluation of polarity changes is very important for the early prevention and diagnosis of AD. However, due to the limitations of existing detection methods, the mechanism related to how neuronal polarity changes in AD is unclear. Herein, we reported a ratiometric fluorescent probe characterized by neutral molecule to disclose the polarity changes in nerve cells and the brain of APP/PS1 mice. Cy7-K showed a sensitive and selective ratiometric fluorescence response to polarity. Remarkably, unlike conventional intramolecular charge transfer fluorescent probes, the fluorescence quantum yield of Cy7-K in highly polar solvents is higher than that in low polar solvents due to the transition of neutral quinones to aromatic zwitterions. Using the ratiometric fluorescence imaging, we found that beta-amyloid protein (Aβ) inhibits the expression of histone deacetylase 6, thereby increasing the amount of acetylated Tau protein (AC-Tau) and ultimately enhancing cell polarity. There was a high correlation between polarity and AC-Tau. Furthermore, Cy7-K penetrated the blood–brain barrier to image the polarity of different brain regions and confirmed that APP/PS1 mice had higher polarity than Wild-type mice. The probe Cy7-K will be a promising tool for assessing the progression of AD development by monitoring polarity.

• This article is part of the themed collection: Journal of Materials Chemistry B HOT Papers

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A ratiometric fluorescent probe revealing the abnormality of acetylated tau by visualizing polarity in Alzheimer's disease

P. Sun, H. Chen, W. Guo, Z. Zhang, S. Sun, N. Gao, Y. Jing and B. Wang, J. Mater. Chem. B , 2024, Advance Article , DOI: 10.1039/D4TB00357H

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