desktop research report

What is Desk Research? A Guide + Examples

Desk research can help you make data-driven decisions, define or adapt strategies, and uncover untapped market potential to drive growth – when it’s done right!

Nowadays, we have all the information we need at our fingertips; but knowing where to find the right data quickly is key.

So, what is desk research? What does it involve, and how can Similarweb Research Intelligence help?

Let’s find out.

What is desk research?

Desk research is a type of market research that uses existing data to support or validate outcomes and conclusions. Also known as secondary research , it’s a cost-effective way to obtain relevant data from a broad range of channels.

How is desk research used?

From small start-ups to established businesses, doing desk research provides you with crucial insights into trends, competitors, and market size . Whatever you do, desk research can help with product positioning and guide data-driven business decisions that help you become the ultimate competitor and find new ways to grow.

According to the latest data on the Internet of Things , around 130 new devices connect to the web every second. Stats on the state of data show we create and consume data at an exponential rate–data interactions will only continue to rise.

Primary vs. secondary research – what’s the difference?

Most market research methods fall into either primary or secondary research. When we talk about desk research, we tend to focus only on secondary methods. However, most primary research can also be done remotely, from a desk.

Primary research is self-conducted research that gathers data to answer questions. It usually involves going directly to a source, such as a customer or a prospect. Compared to secondary research, it takes longer, costs more, and demands more resources. Primary research methods include interviews, market research surveys , questionnaires, competitor reviews, market mapping , focus groups, etc.

Secondary research is the synthesis or summary of existing research using previously gained information from various sources. Most market research starts with secondary research: It aims to provide a researcher or analyst with a basis of knowledge formed from existing data. Secondary research methods include collecting data from the internet, government databases, reports, and academic journals, to name just a few.

Pros and cons of desk research

As with any type of market research, you need to choose the right method to deliver the best outcome for your research goal. Desk research is advantageous for several reasons, but it won’t always suit every market research project. Market research best practice tells us that we should use desk-based research before primary research – as this helps to reduce or refine the scope of the work before the second, more costly phase.

Here’s a summary of the pros and cons of desk research.

Advantages of desk-based research

Doing secondary market research is highly beneficial; here’s why.

• Low cost – most secondary research sources are low-to-no cost.
• Speed – as the data already exists, data collection is quick.
• Clarity – desk research drives & add-value to primary research actions.
• Scalability – due to the large datasets used in secondary research.
• Availability – pre-collected data is readily available to analyze.
• Insightful – get valuable insights and help resolve some initial research questions.

Disadvantages of desk-based research

As any good researcher will attest, it’s always good to look at a topic from every angle. Here are a few things to consider before starting any secondary research process.

• Out of-date data – consider if the coverage dates of the research are relevant. In a fast-moving market, having access to up-to-date information could be critical.
• Lack of perceived control over the data – secondary research is undertaken by a third party; as such, methodology controls need to be reviewed with caution.
• No exclusivity – desk research data is widely available and can be used by other researchers.
• Verification & interpretation – particularly when working with large data sets, it can take time to analyze and review to ensure the information is suitable for your research.

Types of desk-based research

Nowadays, you can do most market research from a desk. Here, I’ll focus solely on secondary research methods: Where finding and using the right resources is key. The data you use needs to be up-to-date and should always come from a trusted source.

Desk research methods – internal data resources

Before stepping into external research, look for any relevant internal sources. This data can often prove invaluable, and it’s a great place to start gathering insights that only you can see. The information is already yours, so aside from the fact it won’t cost a dime, it’s data your rivals won’t have access to.

Sources of internal information that can help you do desk research include:

• Historical campaign and sales analysis: Everything from website traffic and conversions through to sales. Accessible through your own analytics platform(s).
• Website and mobile application data: Your own platforms can also tell you where users are – such as the device split between mobile and desktop.
• Existing customer information: audience demographics , product use, and efficiency of service.
• Previous research conducted by other analysts: Even if the research seems unrelated, there could be indicative information within.

Desk research methods – external data resources

Using external data sources for desk research is an ideal way to get information about market trends, and explore a new topic.

• The internet: A virtual aggregator of all secondary research sources – always validate findings with credible sources.
• Commercial resources: Research associations and company reports usually cost money but give you data that’s specific to your industry/aim.
• Trade association reports: To see if there’s a trade association of interest, do a quick search online or use the Encyclopedia of Associations , the Directory of Associations , or the National Trade and Professional Associations Directory
• Industry Experts: Expert consultancy is an efficient way of getting information from someone who has ‘been there, done that.’ Also, consider ‘influencers.’
• Research associations & journals: Most research associations are independent and offer bespoke, specialized reports.
• Media coverage: TV, radio, newspapers, and magazines can often help uncover facts and relevant media stories related to your topic.
• Market research intelligence software: Platforms like Similarweb give you actionable insights into industry and competitors’ trends. With access to mobile app intelligence, you get a complete picture of the digital landscape.
• Government & non-government agencies: In the US, the biggest generator of data is the federal government. US Census Bureau , Congressional Research Service , US Government Publishing Office , US Small Business Administration , and the Department of Education . Most information from these sources is free.
• Local government sites: A reliable source to find data on population density or employment trends.
• Public library records: Access data via the Digital Public Library of America in the US or the National Archives in the UK.
• Competitor information: Sign-up for mailing lists, view comparison reports, and read online reviews.
• Educational institutions: Academic research papers and journals are well-researched. If you can find a relevant one, you’ll likely get solid data from credible sources.

How to choose the best type of desk research

With so many freely-available sources online for desk-based research; it’s easy to feel overwhelmed. The best guidance I can offer is to keep a list of key questions you are trying to answer with this research, and consider:

• What are you hoping to learn from your research?
• Why is this data relevant?
• Is there an action you can take from this information?
• How up-to-date is the data you are using?

Always keep the questions you’re trying to answer front of mind. It’ll help you stay focused and keep your desk research on the right track. Time and money will usually determine the right type of desk research to use, but, even then, it’s important to stay focussed on where you spend your time vs. the return on that investment.

Inspiration: This article outlines some of the best market research questions to ask.

How to do desk research in five steps

Follow these steps to guide you through doing desktop research:

1. Clearly define your research topic Identify your topic and its purpose, then list any relevant research attributes.

2. Select appropriate resources Make a list of sources that’ll provide relevant information for your research topic.

3. Look for existing data Once you’ve collated your research sources, look for internal and external data relevant to your research topic. Remember to only use data from authentic sources.

4. Collate, compare & assemble Next, you’ll need to collate all the data you’ve obtained, remove any duplication, and bring it together into a usable format.

5. Data analysis The final step of doing desk research is to analyze the data. At this point, you should be able to see if your research questions have been answered. If any questions remain unanswered, go back to step 2, and look for alternative resources that will help you get clearer insights.

Desk-based research tools

Online resources are by far your most valuable asset for doing secondary research. However, software like Similarweb Digital Intelligence , Google Analytics (GA), and Google Search Console (GSC) can save you time and give you a more visually-appealing view of relevant data.

My list of go-to tools for desk research includes:

• Google Analytics & Search Console – your own site’s performance and visitor stats.
• Similarweb Digital Research Intelligence – uncover market, industry & competitor trends across web, mobile, and apps.
• Tableau – data visualization for presenting your findings.
• Competitor data – on rival’s websites, newsletters, and social media accounts.

Read: The best market research tools of 2023

Note that GA and GSC are free to use but limited in terms of what you can see outside your own site. With Similarweb, you can access virtually limitless industry-wide data.

Stop Guessing, Start Analyzing

Get actionable insights for desk research here

How Similarweb helps with desk research

Here are just a few examples of how Similarweb Digital Research Intelligence can help you with secondary research.

• Benchmarking yourself against your industry – Benchmarking suite
• Understand how competitor websites and apps perform – Company research module
• Get a full picture of your industry – Market research & industry analysis tools
• Understand how apps are impacting your market – App Intelligence
• Analyze consumer behavior – Audience analysis tool
• Understand the complete customer journey – Consumer journey tracker

Using research intelligence tools will save you time and money while removing bias from the data – ultimately giving you clarity and a complete view of the digital world relevant to your research topic.

Success Story: See how Airbnb uses Similarweb to reveal growth opportunities in new markets .

Desk research examples with Similarweb

A good example of desk research in action is looking into an industry to uncover market leaders, trends, relevant search trends, and an overview of a complete industry. Using the market analysis module in Similarweb, you can find out exactly what’s happening in your market, and make data-driven decisions that’ll help you increase market share , and drive faster, more sustainable business growth.

For this particular desk research example, I chose the airline industry.

Let’s dive in.

Industry Overview

See a snapshot of industry traffic and engagement metrics . This data is typically based on Similarweb’s index of the top 100 websites in a chosen vertical. You can easily create a custom industry , allowing you to do competitive benchmarking against specific companies in your market.

Industry Leaders

Quickly see who is winning in an industry using the Market quadrant analysis graph and industry leaders table. Analyze top-performing websites in your vertical, and dive into their traffic and engagement performance to view bounce rates, visit duration, monthly visits, month-on-month changes, unique visitors, pages/visits, and traffic share .

Industry Trends

Analyze trends in near real-time so you can take action when it matters most–not a quarter later. Create a personalized view of your industry for in-depth analysis and make informed decisions that will help you grow your market share.

Marketing Channels

Access valuable traffic metrics and insights for each marketing channel. See data for direct, social, display ads, paid search, referrals, emails, and organic traffic channels and evaluate performance for each. Uncover opportunities to grow your own traffic share, evaluate engagement and quality of traffic, and identify trends over time.

Search Trends (within an industry)

Discover trending topics and emerging search terms in any industry. View what’s trending, search volume, % change, volume trend, and traffic leaders for both branded and non-branded search in your sector. Use these insights to get an understanding of market demand, search intent, and audience interests within a specific category, brand, or product.

Demographics

Gain crucial insights into the audiences visiting your website, your competitors’ websites, and your industry as a whole. See gender and age distribution across web, mobile, or combined traffic channels, and compare your demographics with that of your rivals.

The market analysis element of Similarweb will help you answer some of your most important research questions, such as:

• How a specific industry grew over time
• Who the top and emerging players are in your industry
• Which products or services are trending and/or what are consumers searching for
• What demographics are relevant to you, and your competitors

The app intelligence module completes the picture and gives you a broad view of the digital landscape across your market. You can quickly see how apps are impacting your industry, and look at download, engagement, installs, ranking, and more.

Here, I’m sticking with the airline industry to establish whether or not android or iOS is the best fit for a new app. Immediately, I can see there are between 1-1.5M monthly active users on iOS vs. an equivalent of around 350,000k on Android.

Like what you see? Take a tour of Similarweb for yourself.

Discover industry insights for desk research here

Wrapping up

Good desk research helps you quickly uncover key information that can shape and steer successful market research projects. When done right, you’ll be able to answer questions and discover crucial data about your industry, competitors, and key trends to consider while building a strategy for growth.

Asking the right research questions from the onset and keeping these at the forefront of your mind throughout will save time and help direct your market analysis in the right direction.

Is desk-based research free?

Depending on the method used, desktop research can be done for free. If you require industry or government agency reports, these often carry a charge but are more likely to be free from bias when compared to commercially produced reports that (sometimes) receive sponsorship. 

Which businesses can utilize secondary desk research?

Desk-based research can uncover crucial insights into market trends, market sizing, and competitors. The information can be used by any size business to help guide strategic decision-making and help refine a product’s positioning.

Should you do secondary research before primary research?

Absolutely, yes. Secondary research should always come before primary or field research. The formative research phase helps pinpoint where more in-depth primary research is required. Desk research can also verify and support findings from field research but should not replace primary research–as they are each utilized under different circumstances.

Who does desk-based research?

Desk research can ‘technically’ be done by anyone, but it’s typically performed by a researcher, an analyst, or a marketing professional. Good market research has solid foundational data to drive critical business decisions. Experienced researchers and analysts are best-placed to spot opportunities, trends, and patterns when the stakes are this high.

So, while anybody can access secondary data free of charge, investing the necessary resources to do things right to get the most out of the process is essential.

Related Posts

What is a Niche Market? And How to Find the Right One

The Future of UK Finance: Top Trends to Watch in 2024

From AI to Buy: The Role of Artificial Intelligence in Retail

How to Conduct a Social Media Competitor Analysis: 5 Quick Steps

Industry Research: The Data-Backed Approach

How to Do a Competitive Analysis: A Complete Guide

Wondering what similarweb can do for you.

Here are two ways you can get started with Similarweb today!

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

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

Home Market Research

Desk Research: What it is, Tips & Examples

What is desk research?

Desk research is a type of research that is based on the material published in reports and similar documents that are available in public libraries, websites, data obtained from surveys already carried out, etc. Some organizations also store data that can be used for research purposes.

It is a research method that involves the use of existing data. These are collected and summarized to increase the overall effectiveness of the investigation.

Secondary research is much more cost-effective than primary research , as it uses existing data, unlike primary research, in which data is collected first-hand by organizations, companies, or may employ a third party to obtain the data in your name.

LEARN ABOUT: Data Management Framework

Desk research examples

Being a cost-effective method, desk research is a popular choice for businesses and organizations as not everyone can pay large sums of money to conduct research and collect data. That is why it’s also called “ documentary research “.

Here are some more common secondary research methods and examples:

1. Data available on the Internet: One of the most popular ways to collect data for desk research is through the Internet. The information is available and can be downloaded with just one click.

This data is practically free or you may have to pay a negligible amount for it. Websites have a lot of information that companies or organizations can use to meet their research needs. However, you need to consider a reliable website to collect information.

2. Government and non-government agencies: Data for secondary research can also be collected from some government and non-government agencies. There will always be valuable and relevant data that companies or organizations can use.

3. Public libraries: Public libraries are another good source to search for data by doing desk research. They have copies of important research that has been done before. They are a store of documents from which relevant information can be extracted.

The services offered at these public libraries vary. Most often, they have a huge collection of government publications with market statistics, a large collection of business directories, and newsletters.

4. Educational Institutions: The importance of collecting data from educational institutions for secondary research is often overlooked. However, more research is done in colleges and universities than in any other business sector.

The data collected by universities is mainly used for primary research. However, companies or organizations can go to educational institutions and request data.

5. Sources of business information: Newspapers, magazines, radio and television stations are a great source of data for desk research. These sources have first-hand information on economic developments, the political agenda, the market, demographic segmentation and similar topics.

Companies or organizations can request to obtain the most relevant data for their study. Not only do they have the opportunity to identify your potential customers, but they can also learn the ways to promote their products or services through these sources, as they have a broader scope.

Differences between primary research and Desk Research

How to do a desk research.

These are the steps to follow to conduct a desk investigation:

• Identify the research topic: Before you begin, identify the topic you need to research. Once done, make a list of the attributes of the research and its purpose.
• Identify research sources: Subsequently, explain the sources of information that will provide you with the most relevant data applicable to your research.
• Collect existing data: Once the sources of information collection have been narrowed, check to see if previous data is available that is closely related to the topic. They can be obtained from various sources, such as newspapers, public libraries, government and non-government agencies, etc.
• Combine and compare: Once the data is collected, combine and compare it so that the information is not duplicated and put it together in an accessible format. Make sure to collect data from authentic sources so you don’t get in the way of your investigation.
• Analyze data: Analyze the data that is collected and identify if all the questions have been answered. If not, repeat the process to dig deeper into practical ideas.
• Most of the information is secondary research and readily available. There are many sources from which the data you need can be collected and used, as opposed to primary research, where data must be collected from scratch.
• It is a less expensive and time-consuming process, as the required data is readily available and does not cost much if it is extracted from authentic sources.
• The data that is collected through secondary or desktop research gives organizations or companies an idea about the effectiveness of primary research. Thus, a hypothesis can be formed and the cost of conducting the primary research can be evaluated.
• Doing desk research is faster due to the availability of data. It can be completed in a few weeks, depending on the objective of the companies or the scale of the data required.

Disadvantages

• Although the data is readily available, the credibility and authenticity of the available information must be assessed.
• Not all secondary data resources offer the latest reports and statistics. Even when they are accurate, they may not be up to date.

Desk research is a very popular research method, because it uses existing and reliable data that can be easily obtained. This is a great benefit for businesses and organizations as it increases the effectiveness of the investigation.

QuestionPro provides the best market research platform to uncover complex insights that can propel your business to the forefront of your industry.

START A FREE TRIAL

MORE LIKE THIS

Customer Communication Tool: Types, Methods, Uses, & Tools

Apr 23, 2024

Top 12 Sentiment Analysis Tools for Understanding Emotions

QuestionPro BI: From research data to actionable dashboards within minutes

Apr 22, 2024

21 Best Customer Experience Management Software in 2024

Other categories.

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

• Desk Research: Definition, Types, Application, Pros & Cons

If you are looking for a way to conduct a research study while optimizing your resources, desk research is a great option. Desk research uses existing data from various sources, such as books, articles, websites, and databases, to answer your research questions. 

Let’s explore desk research methods and tips to help you select the one for your research.

What Is Desk Research?

Desk research, also known as secondary research or documentary research, is a type of research that relies on data that has already been collected and published by others. Its data sources include public libraries, websites, reports, surveys, journals, newspapers, magazines, books, podcasts, videos, and other sources. 

When performing desk research, you are not gathering new information from primary sources such as interviews, observations, experiments, or surveys. The information gathered will then be used to make informed decisions.

The most common use cases for desk research are market research , consumer behavior , industry trends , and competitor analysis .

How Is Desk Research Used?

Here are the most common use cases for desk research:

• Exploring a new topic or problem
• Identifying existing knowledge gaps
• Reviewing the literature on a specific subject
• Finding relevant data and statistics
• Analyzing trends and patterns
• Evaluating competitors and market trends
• Supporting or challenging hypotheses
• Validating or complementing primary research

Types of Desk Research Methods

There are two main types of desk research methods: qualitative and quantitative. 

• Qualitative Desk Research 

Analyzing non-numerical data, such as texts, images, audio, or video. Here are some examples of qualitative desk research methods:

Content analysis – Examining the content and meaning of texts, such as articles, books, reports, or social media posts. It uses data to help you identify themes, patterns, opinions, attitudes, emotions, or biases.

Discourse analysis – Studying the use of language and communication in texts, such as speeches, interviews, conversations, or documents. It helps you understand how language shapes reality, influences behavior, constructs identities, creates power relations, and more.

Narrative analysis – Analyzing the stories and narratives that people tell in texts, such as biographies, autobiographies, memoirs, or testimonials. This allows you to explore how people make sense of their experiences, express their emotions, construct their identities, or cope with challenges.

• Quantitative Desk Research

Analyzing numerical data, such as statistics, graphs, charts, or tables. 

Here are common examples of quantitative desk research methods:

Statistical analysis : This method involves applying mathematical techniques and tools to numerical data, such as percentages ratios, averages, correlations, or regressions.

You can use statistical analysis to measure, describe, compare, or test relationships in the data.

Meta-analysis : Combining and synthesizing the results of multiple studies on a similar topic or question. Meta-analysis can help you increase the sample size, reduce the margin of error, or identify common findings or discrepancies in data.

Trend analysis : This method involves examining the changes and developments in numerical data over time, such as sales, profits, prices, or market share. It helps you identify patterns, cycles, fluctuations, or anomalies. 

Examples of Desk Research

Here are some real-life examples of desk research questions:

• What are the current trends and challenges in the fintech industry?
• How do Gen Z consumers perceive money and financial services?
• What are the best practices for conducting concept testing for a new fintech product?
• Documentary on World War II and its effect on Austria as a country

You can use the secondary data sources listed below to answer these questions:

Industry reports and publications

• Market research surveys and studies
• Academic journals and papers
• News articles and blogs
• Podcasts and videos
• Social media posts and reviews
• Government and non-government agencies

How to Choose the Best Type of Desk Research

The main factors for selecting a desk research method are:

• Research objective and question
• Budget and deadlines
• Data sources availability and accessibility.
• Quality and reliability of data sources
• Your data analysis skills

Let’s say your research question requires an in-depth analysis of a particular topic, a literature review may be the best method. But if the research question requires analysis of large data sets, you can use trend analysis.

Differences Between Primary Research and Desk Research

The main difference between primary research and desk research is the source of data. Primary research uses data that is collected directly from the respondents or participants of the study. Desk research uses data that is collected by someone else for a different purpose.

Another key difference is the cost and time involved. Primary research is usually more expensive, time-consuming, and resource-intensive than desk research. However, it can also provide you with more specific, accurate, and actionable data that is tailored to your research goal and question.

The best practice is to use desk-based research before primary research; it refines the scope of the work and helps you optimize resources.

Read Also – Primary vs Secondary Research Methods: 15 Key Differences

How to Conduct a Desk Research

Here are the four main steps to conduct desk research:

• Define Research Goal and Question

What do you want to achieve with your desk research? What problem do you want to solve or what opportunity do you want to explore? What specific question do you want to answer with your desk research?

• Identify and Evaluate Data Sources

Where can you find relevant data for your desk research? How relevant and current are the data sources for your research? How consistent and comparable are they with each other? 

You can evaluate your data sources based on factors such as- 

– Authority: Who is the author or publisher of the data source? What are their credentials and reputation? Are they experts or credible sources on the topic?

– Accuracy: How accurate and precise is the data source? Does it contain any errors or mistakes? Is it supported by evidence or references?

– Objectivity: How objective and unbiased is the data source? Does it present facts or opinions? Does it have any hidden agenda or motive?

– Coverage: How comprehensive and complete is the data source? Does it cover all aspects of your topic? Does it provide enough depth and detail?

– Currency: How current and up-to-date is the data source? When was it published or updated? Is it still relevant to your topic?

• Collect and Analyze Your Data

How can you collect your data efficiently and effectively? What tools or techniques can you use to organize and analyze your data? How can you interpret your data with your research goal and question?

• Present and Report Your Findings

How can you communicate your findings clearly and convincingly? What format or medium can you use to accurately record your findings?

You can use spreadsheets, presentation slides, charts, infographics, and more.

Advantages of Desk Research

• Cost Effective

It is cheaper and faster than primary research, you don’t have to collect new data or report them. You can simply analyze and leverage your findings to make deductions.

• Prevents Effort Duplication

Desk research provides you with a broad and thorough overview of the research topic and related issues. This helps to avoid duplication of efforts and resources by using existing data.

• Improves Data Validity

Using desk research, you can compare and contrast various perspectives and opinions on the same topic. This enhances the credibility and validity of your research by referencing authoritative sources.

• Identify Data Trends and Patterns

 It helps you to identify new trends and patterns in the data that may not be obvious from primary research. This can help you see knowledge and research gaps to offer more effective solutions.

Disadvantages of Desk Research

• Outdated Information

One of the main challenges of desk research is that the data may not be relevant, accurate, or up-to-date for the specific research question or purpose. Desk research relies on data that was collected for a different reason or context, which may not match the current needs or goals of the researcher.

• Limited Scope

Another limitation of desk research is that it may not provide enough depth or insight into qualitative aspects of the market, such as consumer behavior, preferences, motivations, or opinions. 

Data obtained from existing sources may be biased or incomplete due to the agenda or perspective of the source.

Read More – Research Bias: Definition, Types + Examples

• Data Inconsistencies

It may also be inconsistent or incompatible with other data sources due to different definitions or methodologies.

• Legal and Technical Issues

Desk research data may also be difficult to access or analyze due to legal, ethical, or technical issues.

How to Use Desk Research Effectively

Here are some tips on how to use desk research effectively:

• Define the research problem and objectives clearly and precisely.
• Identify and evaluate the sources of secondary data carefully and critically.
• Compare and contrast different sources of data to check for consistency and reliability.
• Use multiple sources of data to triangulate and validate the findings.
• Supplement desk research with primary research when exploring deeper issues.
• Cite and reference the sources of data properly and ethically.

Desk research should not be used as a substitute for primary research, but rather as a complement or supplement. Combine it with primary research methods, such as surveys, interviews, observations, experiments, and others to obtain a more complete and accurate picture of your research topic.

Desk research is a cost-effective tool for gaining insights into your research topic. Although it has limitations, if you choose the right method and carry out your desk research effectively, you will save a lot of time, money, and effort that primary research would require.

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

• desk research
• market research
• primary vs secondary research
• research bias
• secondary research
• Moradeke Owa

You may also like:

Judgmental Sampling: Definition, Examples and Advantages

Introduction Judgment sampling is a type of non-random sampling method used in survey research and data collection. It is a method in...

Projective Techniques In Surveys: Definition, Types & Pros & Cons

Introduction When you’re conducting a survey, you need to find out what people think about things. But how do you get an accurate and...

25 Research Questions for Subscription Pricing

After strategically positioning your product in the market to generate awareness and interest in your target audience, the next step is...

What is Thematic Analysis & How to Do It

Introduction Thematic Analysis is a qualitative research method that plays a crucial role in understanding and interpreting data. It...

Formplus - For Seamless Data Collection

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

Just one more step to your free trial.

.surveysparrow.com

Already using SurveySparrow?  Login

By clicking on "Get Started", I agree to the Privacy Policy and Terms of Service .

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Don't miss the future of CX at RefineCX USA!  Register Now

Enterprise Survey Software

Enterprise Survey Software to thrive in your business ecosystem

NPS® Software

Turn customers into promoters

Offline Survey

Real-time data collection, on the move. Go internet-independent.

360 Assessment

Conduct omnidirectional employee assessments. Increase productivity, grow together.

Reputation Management

Turn your existing customers into raving promoters by monitoring online reviews.

Ticket Management

Build loyalty and advocacy by delivering personalized support experiences that matter.

Chatbot for Website

Collect feedback smartly from your website visitors with the engaging Chatbot for website.

Swift, easy, secure. Scalable for your organization.

Executive Dashboard

Customer journey map, craft beautiful surveys, share surveys, gain rich insights, recurring surveys, white label surveys, embedded surveys, conversational forms, mobile-first surveys, audience management, smart surveys, video surveys, secure surveys, api, webhooks, integrations, survey themes, accept payments, custom workflows, all features, customer experience, employee experience, product experience, marketing experience, sales experience, hospitality & travel, market research, saas startup programs, wall of love, success stories, sparrowcast, nps® benchmarks, learning centre, apps & integrations, testimonials.

Our surveys come with superpowers ⚡

Blog General

Desk Research 101: Definition, Methods, and Examples

Parvathi vijayamohan.

2 March 2023

Table Of Contents

If you ever had to do a research study or a survey at some point, you would have started with desk research .

There’s another, more technical name for it – secondary research. To rewind a bit, there are two types of research: primary , where you go out and study things first-hand, and secondary , where you explore what others have done.

But what is desk research? How do you do it, and use it? This article will help you:

• Understand what is desk-based research
• Explore 3 examples of desk research
• Make note of 6 common desk research methods
• Uncover the advantages of desk research

What is desk research?

Desk research can be defined as a type of market/product research, where you collect data at your desk (metaphorically speaking) from existing sources to get initial ideas about your research topic.

Desk research or secondary research is an essential process from a business’s point of view. After all, secondary data sources are such an easy way to get information about their industry, trends, competitors, and customers.

Types of secondary data sources

#1. Internal secondary data: This consists of data from within the researcher’s company. Examples include:

• Company reports and presentations
• Case studies
• Podcasts, vlogs and blogs
• Press releases
• Websites and social media
• Company databases and data sets

#2. External secondary data: Researchers collect this from outside their respective firms. Examples include:

• Digital and print publications
• Domain-specific publications and periodicals
• Online research communities, like  ResearchGate
• Industry speeches and conference presentations
• Research papers

What are examples of desk research in action?

#1. testing product-audience match.

Let’s say you’re developing a fintech product. You want to do a concept testing study. To make sure you get it right, you’re interested in finding out your target audience’s attitudes about a topic in your domain. For e.g., Gen Z’s perceptions about money in the US.

With a quick Google search, you get news articles, reports, and research studies about Gen Z’s financial habits and attitudes. Also, infographics and videos provide plenty of quantitative data to draw on.

These steps are a solid starting point for framing your concept testing study. You can further reduce the time spent on survey design with a  Concept Testing Survey Template . Sign up to get free access to this and hundreds more templates.

Please enter a valid Email ID.

14-Day Free Trial • No Credit Card Required • No Strings Attached

#2. Tracking the evolution of the Web

As we wade into the brave new world of  Web 5.0 , there are quite a few of us who still remember static websites, flash animations, and images sliced up into tables.

If you want to refresh your memory, you can hop on the  Wayback Machine . iI gives you access to over 20 years of web history, with over 635 billion web pages saved over time!

Curiosity aside, there are practical use cases for this web archive. SEO specialist Artur Bowsza explores this in his fantastic article  Internet Archeology with the Wayback Machine .

Imagine you’re investigating a recent drop in a website’s visibility. You know there were some recent changes in the website’s code, but couldn’t get any details. Or maybe you’re preparing a case study of your recent successful project, but the website has changed so much, and you never bothered to take a screenshot. Wouldn’t it be great to travel back in time and uncover the long-forgotten versions of the website – like an archaeologist, discovering secrets from the past but working in the digital world?

#3. Repairing a business reputation

As a brand, you hope that a crisis never happens. But if hell does break loose, having a crisis management strategy is essential.

If you want examples, just do a Google search. From Gamestop getting caught in a  Reddit stock trading frenzy  to Facebook being voted  The Worst Company of 2021 , we have seen plenty of brands come under fire in recent years.

Some in-depth desk research can help you nail your crisis communication. Reputation management expert Lida Citroen outlines this in her article 7 Ways to Recover After a Reputation Crisis .

Conduct a thoughtful and thorough perception sweep of the reputation hit’s after-effects. This includes assessing digital impact such as social media, online relationships and Google search results. The evaluation gives you a baseline. How serious is the situation? Sometimes the way we believe the situation to be is not reflected in the business impact of the damage.

6 popular methods of desk research

#1. the internet.

No surprise there. When was the last time you checked a book to answer the burning question of “is pineapple on pizza illegal?” (it should be).

However, choosing authentic and credible sources from an information overload can be tricky. To help you out, the Lydia M. Olson Library has a 6-point checklist to filter out low-quality sources. You can read them in detail here .

#2. Libraries

You have earned some serious street cred if your preferred source is a library. But, jokes apart, finding the correct information for your research topic in a library can be time-consuming.

However, depending on which library you visit, you will find a wealth of verifiable, quotable information in the form of newspapers, magazines, research journals, books, documents, and more.

#3. Governmental and non-governmental organizations

NGOs, and governmental agencies like the US Census Bureau, have valuable demographic data that businesses can use during desk research. This data is collected using survey tools like SurveySparrow .

You may have to pay a certain fee to download or access the information from these agencies. However, the data obtained will be reliable and trustworthy.

#4. Educational institutions

Colleges and universities conduct plenty of primary research studies every year. This makes them a treasure trove for desk researchers.

However, getting access to this data requires legwork. The procedures vary according to the institution; among other things, you will need to submit an application to the relevant authority and abide by a data use agreement.

#5. Company databases

For businesses, customer and employee data are focus areas all on their own. But after the pandemic, companies are using even more applications and tools for the operations and service sides.

This gives businesses access to vast amounts of information useful for desk research and beyond. For example, one interesting  use case  is making employee onboarding more effective with just basic employee data, like their hobbies or skills.

#6. Commercial information media

These include radio, newspapers, podcasts, YouTube, and TV stations. They are decent sources of first-hand info on political and economic developments, market research, public opinion and other trending subjects.

However, this is also a source that blurs the lines between advertising, information and entertainment. So as far as credibility is concerned, you are better off supporting this data with additional sources.

Why is desk research helpful?

Desk research helps with the following:

• Better domain understanding.  Before doing market research, running a usability test, or starting any user-centric project, you want to see what companies have done in the past (in related areas if not the same domain). Then, instead of learning everything from scratch, you can review their research, success, and mistakes and learn from that. 
• Quicker opportunity spotting.  How do you know if you’ve found something new? By reviewing what has gone before. By doing this, you can spot gaps in the data that match up with the problem you’re trying to solve.
• More money saved . Thanks to the internet, most of the data you need is at your fingertips, and they are cheaper to compile than field data. With a few (search and mental) filters, you can quickly find credible sources with factual information.
• More time saved . You have less than 15 minutes with your research participant. Two minutes if you’re doing an online survey. Do you really want to waste that time asking questions that have already been answered elsewhere? Lack of preparation can also hurt your credibility.
• Better context.  Desk research helps to provide focus and a framework for primary research. By using desk research, companies can also get the insight to make better decisions about their customers and employees.
• More meaningful data.  Desk research is the yin to the yang of field research – they are both required for a meaningful study. That’s why desk research serves as a starting point for every kind of study.

This brings us to the last question.

How do you do desk research?

Good question! In her blog post , Lorène Fauvelle covers the desk research process in detail.

Y ou can also follow our 4-step guide below:

• First,  start with a general topic l ike “handmade organic soaps”. Read through existing literature about handmade soaps to see if there is a gap in the literature that your study can fill.
• Once you find that gap, it’s time to  specify your research topic . So in the example above, you can specify it like this: “What is the global market size for handmade organic soaps”?
• Identify the relevant secondary data for desk research. This only applies if there is past data that could be useful for your research.
• Review the secondary data  according to:
• The aim of the previous study
• The author/sponsors of the study
• The methodology of the study
• The time of the research

Note: One more thing about desk research…

Beware of dismissing research just because it was done a few years ago. People new to research often make the mistake of viewing research reports like so many yogurts in a fridge where the sell-by dates have expired. Just because it was done a couple of years ago, don’t think it’s no longer relevant. The best research tends to focus on human behaviour, and that tends to change very slowly.

• Dr David Travis, Desk Research: The What, Why and How

Wrapping up

That’s all folks! We hope this blog was helpful for you.

How have you used desk research for your work? Let us know in the comments below.

Growth Marketer at SurveySparrow

Fledgling growth marketer. Cloud watcher. Aunty to a naughty beagle.

You Might Also Like

Transactional nps vs relational nps — definition & key differences, what makes online surveys the best of field research methods, 50 consumer behavior survey questions (free template + examples).

Leave us your email, we wont spam. Promise!

Start your free trial today

No Credit Card Required. 14-Day Free Trial

Power your desktop research with stunning surveys

Don't rely on the past alone. get insights into the future with powerful feedback software. try surveysparrow for free..

14-Day Free Trial • No Credit card required • 40% more completion rate

Hi there, we use cookies to offer you a better browsing experience and to analyze site traffic. By continuing to use our website, you consent to the use of these cookies. Learn More

• UX consultancy
• UX training

Desk research: the what, why and how

The “where” (at your desk) and the “when” (at the beginning of your project) are easy questions to answer. But what is it, why do you need to to do it, and how should you go about doing desk research to make sure it adds value to your project? —  David Travis , Jan 4, 2016

By David Travis Jan 4, 2016 / strategy

Comment, share or save this article

(opens a new browser window)

What is desk research?

Desk research is another name for secondary research. Broadly speaking, there are two types of research activity: primary research (where you go out and discover stuff yourself); and secondary research (where you review what other people have done). Desk research is not about collecting data. Instead, your role as a user researcher carrying out desk research is to review previous research findings to gain a broad understanding of the field.

Why do desk research?

Before carrying out a field visit, developing a prototype, running a usability test, or embarking on any project that you want to be user centred, it makes sense to see what people have done in the past that relates to the product’s domain. Although it’s unlikely that anyone has carried out the exact research activity you’re planning, someone has almost certainly tried to answer related questions. Reviewing this research is the quickest and cheapest way to understand the domain.

Carrying out desk research is a critical first step, for at least three reasons:

• If you don’t know what has gone before, you won’t know when you’ve discovered something new.
• You’ll sound credible when you get face-to-face with users and stakeholders. If you’ve not done this “due diligence”, you’ll ask dumb or irrelevant questions and may find your participants cut your sessions short.
• Failing to do preparatory research is disrespectful of your participants’ time. You may get less than an hour with a user of your system. Do you really want to waste half that time understanding the domain issues that you could have covered elsewhere?

How do you approach desk research?

At this point, I’ve had many user researchers tell me that they’re working on a bleeding edge design project so there isn’t any desk research to do. There’s a common misconception that no research exists.

In my experience, there is almost always something you can build upon. Here’s an approach I take to go about finding it. It helps me stay focussed but also makes sure that I remember to check all the possible nooks and crannies where relevant research findings may be hiding.

A Venn diagram showing users, goals and environments. Where these three overlap is the sweet spot for user research.

The Venn diagram describes the context of use: your users, their goals and the environments where the action occurs. The best kind of research is where all three of these dimensions overlap: field visits that focus on your users trying to achieve their goals in context. This kind of research is so specific and relevant to your project that it may be hard to find, so don’t get discouraged if you can’t turn anything up in this area.

This set of Venn diagrams shows that research into the overlap between users and goals, environments and goals and users and envrionments can also yield useful insights.

But there is potentially useful research in the other areas of overlap on our Venn diagram. This falls into three broad areas:

• Research about your users and their goals, but that was not carried out in context. This kind of research will take the form of surveys, customer interviews and focus groups.
• Research that addresses the goals your system will support and the environment it will be used in, but doesn’t tell us much about users. Examples include call centre or web analytics.
• Research that uncovers information about your users in their environment, but that may not address the goals that your system will support. This will take the form of field research by teams who are designing a product for the same kinds of user but to meet different needs.

The most likely place you’ll find this kind of research is within your own organisation. But you need to be prepared to dig. This is because research findings, especially on agile projects, are often treated as throw-away by-products that apply to a specific project. The findings aren’t shared outside the design team but typically make a fleeting appearance on a research wall or end up buried in someone’s email inbox. Even when research findings are written down, and even when the report is archived somewhere, people typically don’t know how to go about finding it. Organisations are generally poor at creating a shared repository of knowledge and rarely teach staff how to use the intranet or where past reports might be located. The result of these obstacles is that companies waste time and money either doing research that already exists or asking the wrong research questions.

So within your organisation, you should:

• Talk to your stakeholders. Get to know the product owner and understand their goals, vision and concerns.
• Examine call centre analytics or web analytics (if there is an existing service).
• Talk to front line, customer facing people who currently interact with users.

In almost every project, you'll find some research that exists into users, goals and environments. This may not be directly relevant to your specific research questions but it will help you become knowledgeable about the domain.

Once you’ve covered the areas of overlap, your next step is to look for more generic information about your users, the environment in which they’ll use the system, and the kinds of goals your system will support.

• What research has been done with your users, even if it’s not directly relevant to their goals when using your system?
• What research has been done on the kind of goals your system will support, even if the research has been done with a different user group?
• What research exists on the kinds of environment where you expect your system to be used (environment means hardware, software and the physical and social environments in which your system will be used).

In this step, you’ll find it useful to:

• Review existing research done by Government organisations.'In the UK, the Office for National Statistics has a wealth of information about citizens that may be useful to understand your users, such as demographics about Internet users , consumer trends and facts about online retail sales in the UK
• Review research carried out by relevant charities. For example, if you’re developing a new kind of tool to help diabetics measure their sugar levels, you should bookmark the research done by Diabetes UK . Web sites like Charity Choice allow you to browse through and locate hundreds of different charitable organisations so you’re bound to find at least one that’s relevant.
• Search Google Scholar to find relevant research carried out by universities. Although you may struggle to appreciate the nuances of certain academic arguments, you could always use this route to find the researcher’s contact details and give them a call.
• If your system will be used in a work context, study interviews at careers web sites. For example, The Guardian's careers section has interviews with people working as tattoo artists , forensic scientists , and as a royal footman so the chances are that you'll be able to get some context for whatever job title your system is aimed at. You should also check the Guardian's " What I'm Really Thinking " series.

Judging the quality of the research you find

Judging the quality of research is a whole article in itself. Fortunately, Philip Hodgson’s guidelines for reviewing consumer research reports has it covered.

There’s just one thing I’d add to Philip’s guidelines. Beware of dismissing research just because it was done a few years ago. People new to research often make the mistake of viewing research reports like so many yogurts in a fridge where the sell-by dates have expired. Just because it was done a couple of years ago, don’t think it’s no longer relevant. The best research tends to focus on human behaviour, and that tends to change very slowly.

Interested in this topic?

Find out more on our 3-day, user experience immersion seminar .

About the author

Dr. David Travis ( @userfocus ) has been carrying out ethnographic field research and running product usability tests since 1989. He has published three books on user experience including Think Like a UX Researcher . If you like his articles, you might enjoy his free online user experience course .

If you liked this, try…

• Guidelines for reviewing consumer research reports
• Is Consumer Research Losing Its Focus?
• What user researchers can learn from Sherlock Holmes
• You have 19 days to define your research problem
• Usability Test Data

Foundation Certificate in UX

Gain hands-on practice in all the key areas of UX while you prepare for the BCS Foundation Certificate in User Experience. More details

Download the best of Userfocus. For free.

100s of pages of practical advice on user experience, in handy portable form. 'Bright Ideas' eBooks .

Related articles & resources

This article is tagged strategy .

User Experience Articles & Videos

Our most recent videos

• Jul 3: User research when social distancing
• Jun 19: How to create bulletproof survey questions
• Jun 12: Can you re-use usability test participants?
• Jun 5: Why you don't need user representatives
• May 29: Should a design agency test its own design?

Our most recent articles

• Dec 2: Usability task scenarios: The beating heart of a usability test
• Nov 4: Common traps in user needs research and how to avoid them
• Oct 7: Transitioning from academic research to UX research
• Sep 2: The minimalist field researcher: What's in my bag?
• Aug 5: The future of UX research is automated, and that's a problem

See all videos

Filter articles by keyword

• accessibility  •
• axure  •
• benefits  •
• careers  •
• case study  •
• css  •
• discount usability  •
• ecommerce  •
• ethnography  •
• expert review  •
• fitts law  •
• focus groups  •
• forms  •
• guidelines  •
• heuristic evaluation  •
• ia  •
• iso 9241  •
• iterative design  •
• layout  •
• legal  •
• metrics  •
• mobile  •
• moderating  •
• morae  •
• navigation  •
• personas  •
• prototyping  •
• questionnaires  •
• quotations  •
• roi  •
• selling usability  •
• standards  •
• strategy  •
• style guide  •
• survey design  •
• task scenarios  •
• templates  •
• tools  •
• usability testing  •
• user manual

Our services

Let us help you create great customer experiences.

• User experience research
• User experience design
• User experience training

Upcoming courses

We run regular training courses in usability and UX.

UX Certification

• Online User Experience training
• Arrange in-house training

Training courses

Join our community of UX professionals who get their user experience training from Userfocus. See our curriculum .

• Privacy policy

copyright © Userfocus 2021. The Usability Training Centre is a trading name of Userfocus limited.

Get help with…

Get hands-on practice in all the key areas of UX and prepare for the BCS Foundation Certificate.

In-House Usability Training Courses

We can tailor our user research and design courses to address the specific issues facing your development team.

User Experience Consultancy

Users don't always know what they want and their opinions can be unreliable — so we help you get behind your users' behaviour.

New NPM integration: design with fully interactive components from top libraries!

What is Desk Research? Definition & Useful Tools

Desk research typically serves as a starting point for design projects, providing designers with the knowledge to guide their approach and help them make informed design choices.

Make better design decisions with high-quality interactive UXPin prototypes. Sign up for a free trial to explore UXPin’s advanced prototyping features.

Build advanced prototypes

Design better products with States, Variables, Auto Layout and more.

What is Desk Research?

Desk research (secondary research or literature review) refers to gathering and analyzing existing data from various sources to inform design decisions for UX projects. It’s usually the first step in a design project as it’s cost-effective and informs where teams may need to dig deeper.

This data can come from published materials, academic papers, industry reports, online resources, and other third-party data sources. UX designers or researchers use this information to supplement data, learn about certain markets/user groups, explore industry trends, understand specific topics, or navigate design challenges.

The importance of desk research in the design process

Desk research gives designers a comprehensive understanding of the context, users, and existing solutions. It allows designers to gather valuable insights without conducting primary research which can be time-consuming and resource-intensive.

Desk research helps designers better understand the problem space, explore best practices and industry trends , and identify potential design opportunities without reinventing the wheel while learning from others’ mistakes.

Primary Research vs. Secondary Research

• Primary research: new and original data from first-hand sources collected by the team, such as questionnaires, interviews, field research, or experiments, specifically for a particular research project.
• Secondary research: utilizing existing data sets and information that others have collected, including books, articles, reports, and databases.

Primary and secondary research complement each other in comprehensively understanding a topic or problem. While primary research provides new first-party data specifically for a project’s goals , secondary data leverages existing knowledge and resources to gain insights.

What is the Purpose of Desk Research?

Understanding the problem or design challenge

Desk research helps designers comprehensively understand the problem or design challenge. By reviewing existing knowledge and information, designers can grasp the context, identify pain points, and define the scope of their design project.

For example, when tasked with designing a new mobile banking app, desk research can provide insights into user preferences, common challenges in the banking industry, and emerging trends in mobile banking.

Gathering background information

Desk research allows designers to gather background information related to their design project. It helps them explore the domain, industry, target audience, and relevant factors that may influence their design decisions. 

For example, when designing a fitness-tracking app, desk research may involve collecting information about fitness activities, wearable technologies, and health guidelines.

Exploring existing solutions and best practices

Desk research enables designers to explore existing solutions and best practices. By studying successful designs, case studies, and industry standards, designers can learn from previous approaches and incorporate proven techniques.

For example, when creating a website’s navigation menu , desk research can involve analyzing navigation patterns used by popular websites to ensure an intuitive user experience.

Identifying trends and patterns

Desk research helps designers identify trends and patterns within the industry or user behavior. Designers examine market reports, user surveys, and industry publications to identify trends, emerging technologies, and user preferences.

For example, when designing a smart home app, desk research can involve analyzing market trends in connected devices and user expectations for seamless integration.

Informing decision-making and design choices

Desk research provides designers valuable insights that inform their decision-making and design choices. It helps designers make informed design decisions based on existing knowledge, data, and research findings.

For example, when selecting a color palette for a brand’s website, desk research can involve studying color psychology, cultural associations, and industry trends to ensure the chosen colors align with the brand’s values and resonate with the target audience.

Secondary Research Methods and Techniques

Researchers use these methods individually or in combination, depending on the specific design project and research objectives. They select and adapt these based on the nature of the problem, available resources, and desired outcomes.

• Literature review : gathers and analyzes relevant data from academic and research publications, government agencies, educational institutions, books, articles, and online resources (i.e., Google Scholar, social media, etc.). It helps designers gain a deeper understanding of existing knowledge, theories, and perspectives on the subject matter.
• Market research : studying and analyzing market reports, industry trends, consumer behavior, and demographic data. It provides valuable insights into the target market, user preferences, emerging trends, and potential opportunities for design solutions.
• Competitor analysis : examines and evaluates the products, services, and strategies of competitors in the market. By studying competitors’ strengths, weaknesses, and unique selling points, designers can identify gaps, potential areas for improvement, and opportunities to differentiate their designs.
• User research analysis : User research analysis involves reviewing and analyzing data collected from various user research methods, such as surveys, interviews, and usability testing. It helps designers gain insights into user needs, preferences, pain points, and behaviors, which inform the design decisions and enhance the user-centeredness of the final product.
• Data analysis : processing and interpreting quantitative and qualitative data from various sources, such as surveys, analytics, and user feedback. It helps designers identify patterns, trends, and correlations in the data, which can guide decision-making and inform design choices.

How to Conduct Desk Research

Defining research objectives and questions

Start by defining the research objectives and formulating specific research questions. A clear goal will inform the type and method of secondary research.

For example, if you’re designing a mobile app for fitness tracking, your research objective might be to understand user preferences for workout-tracking features. Your research question could be: “What are the most commonly used workout tracking features in popular fitness apps?”

Identifying and selecting reliable sources

Identify relevant and reliable sources of information that align with your research objectives. These sources include academic journals, industry reports, reputable websites, and case studies.

For example, you might refer to academic journals and industry reports on fitness technology trends and user behavior to gather reliable insights for your research.

Collecting and analyzing relevant information

Collect information from the selected sources and carefully analyze it to extract key insights. 

For example, you could collect data on user preferences for workout-tracking features by reviewing user reviews of existing fitness apps, analyzing market research reports, and studying user surveys conducted by fitness-related organizations.

Organizing and synthesizing findings

Organize the research data and synthesize the findings to identify common themes, patterns, and trends.

For example, you might categorize the collected data based on different workout tracking features, identify the most frequently mentioned features, and analyze user feedback to understand the reasons behind their preferences.

Limitations and Considerations of Secondary Research

Considering these desk research limitations and considerations allows designers to approach it with a critical mindset, apply appropriate methodologies to address potential biases, and supplement it with other research methods when necessary.

• Potential bias in sources: Desk research heavily relies on existing information, which may come from biased or unreliable sources. It is essential to critically evaluate the credibility and objectivity of the sources used to minimize the risk of incorporating biased information into the research findings.
• Limited access to certain information: Desk research may have limitations in accessing certain types of information, such as proprietary data or sensitive industry insights. This limited access can restrict the depth of the research and may require designers to rely on alternative sources or approaches to fill the gaps.
• Lack of real-time data: Desk research uses existing data and information, which may not always reflect the most up-to-date or current trends. It is essential to consider the data’s publication date and recognize that certain aspects of the research may require complementary methods, such as user research or market surveys, to capture real-time insights.
• Necessary cross-referencing and triangulation: Given the potential limitations and biases in individual sources, it is crucial to cross-reference information from multiple sources and employ triangulation techniques. This due diligence helps validate the findings and ensures a more comprehensive and accurate understanding of the subject matter.

Test Research Findings With UXPin’s Interactive Prototypes

Secondary research is the first step. Design teams must test and validate ideas with end-users using prototypes. With UXPin’s built-in design libraries , designers can build fully functioning prototypes using patterns and components from leading design systems, including Material Design, iOS, Bootstrap, and Foundation.

UXPin’s prototypes allow usability participants and stakeholders to interact with user interfaces and features like they would the final product, giving design teams high-quality insights to iterate and improve efficiency with better results.

These four key features set UXPin apart from traditional image-based design tools :

• States : create multiple states for a single UI element and design complex interactive components like dropdown menus , tab menus , navigational drawers , and more .
• Variables : create personalized, dynamic prototype experiences by capturing data from user inputs and using it throughout the prototype–like a personalized welcome message or email confirmation.
• Expressions : Javascript-like functions to create complex components and advanced functionality–no code required!
• Conditional Interactions : create if-then and if-else conditions based on user interactions to create dynamic prototypes with multiple outcomes to replicate the final product experience accurately.

Gain valuable insights with fully functioning prototypes to validate UX research hypotheses and make better design decisions. Sign up for a free trial to build your first interactive prototype with UXPin.

Build prototypes that are as interactive as the end product. Try UXPin

by UXPin on 3rd July, 2023

UXPin is a web-based design collaboration tool. We’re pleased to share our knowledge here.

UXPin is a product design platform used by the best designers on the planet. Let your team easily design, collaborate, and present from low-fidelity wireframes to fully-interactive prototypes.

No credit card required.

These e-Books might interest you

Design Systems & DesignOps in the Enterprise

Spot opportunities and challenges for increasing the impact of design systems and DesignOps in enterprises.

DesignOps Pillar: How We Work Together

Get tips on hiring, onboarding, and structuring a design team with insights from DesignOps leaders.

We use cookies to improve performance and enhance your experience. By using our website you agree to our use of cookies in accordance with our cookie policy.

Yearly paid plans are up to 65% off for the spring sale. Limited time only! 🌸

• Form Builder
• Survey Maker
• AI Form Generator
• AI Survey Tool
• AI Quiz Maker
• Store Builder
• WordPress Plugin

HubSpot CRM

Google Sheets

Google Analytics

Microsoft Excel

• Popular Forms
• Job Application Form Template
• Rental Application Form Template
• Hotel Accommodation Form Template
• Online Registration Form Template
• Employment Application Form Template
• Application Forms
• Booking Forms
• Consent Forms
• Contact Forms
• Donation Forms
• Customer Satisfaction Surveys
• Employee Satisfaction Surveys
• Evaluation Surveys
• Feedback Surveys
• Market Research Surveys
• Personality Quiz Template
• Geography Quiz Template
• Math Quiz Template
• Science Quiz Template
• Vocabulary Quiz Template

Try without registration Quick Start

Read engaging stories, how-to guides, learn about forms.app features.

Inspirational ready-to-use templates for getting started fast and powerful.

Spot-on guides on how to use forms.app and make the most out of it.

See the technical measures we take and learn how we keep your data safe and secure.

• Integrations
• Help Center
• Sign In Sign Up Free
• What is desk research: Definition, tips & examples

Defne Çobanoğlu

Every research starts with thinking and then continues with reading. Lots of reading 🤓. It’s because you have to know what other scientists, marketers, and researchers have found on the subject so you can build on it. This is basically what desk research is. 

In this article, you will learn what secondary or desk research is and how to do it with some excellent tips and examples. Let us get started with the basic definition!

• What is desk research?

In layman’s terms, desk research is a type of research where you gather data while “ sitting at a desk .” It is another name for secondary research where the study itself is desk-based research and not experiment-based research. 

Broadly speaking, there are two types of main research types. One of them is primary research , where the researcher tries to gather data firsthand (directly from the data source). The other one is secondary research , where the researcher is going through secondary data from published books, case studies, and other quantitative research. In other words, secondary research basically equals desk research.

• Why do you need desk research?

No matter the objective of the study, desk research should always be the first step. Because previously done experimental research and explanatory research give a good starting point. If you can take advantage of the existing information, it is always constructive to see what was previously said. But that is not the only reason to use this research method. So here are the advantages of desk research:

✅Insightfulness

It would be foolish of you to just jump into the middle of research without doing any research beforehand. A researcher who collects data before going along with their plan will gather substantial information and continue with their plan with this obtained insightfulness.

✅Time efficiency

Conducting a full-on study from start to finish is quite time-consuming. However, secondary data is right there waiting to be inspected. Thanks to that, the data collection is very quick.

✅Availability

As mentioned above, the secondary data collection sources are available on many platforms. They can be found in libraries, databases, online sources, booklets, and many more.

✅Cost-effectiveness

In addition to the other advantages, doing desk research is very cheap, too. So long as you can access a library or have an internet connection, you can gather the appropriate data without a cost.

The benefits of desk research

• How to do desk research

The best approach to any research is a systematic one. That is why you should always have a plan or outline you will follow during your research. And we have gathered this step-by-step plan to guide you on your desk research. You can use it as is or build on these steps.

• Identify the topic: The first thing is to identify the research topic clearly to make sure you know what you want to know.. (You can change the topic as you explore the concept further.)
• Find research sources: Secondly, go on and identify the research sources.
• Collect data: Afterward, you can start collecting data from these sources. Go through every option to gather as much information as possible.
• Combine everything: Combine all that you gathered and compare it with the other information you collected. Make sure there are no contradictions.
• Make an informed analysis: The last step is to try to see if the findings answer the research topic well enough or not. If not, you can change the question or repeat the process. If you are satisfied with the findings you can decide if you want to continue with exploratory research methods to further your findings.

5 Steps to conduct a desk research

• Expert tips for desk research

Even the simplest task is best done by following a structured plan and organization. In addition to this, if you are planning to start your desk research, you should mind these smart tips to guide you in your way:

• Make sure the data you collect is not outdated .
• Take systematic notes while going through the sources so as not to get mixed up.
• Be critical and analytical and question your findings to make sure there are no contradictions.
• Do not limit yourself to just a few sources. It is better to make use of all options .
• Do not be biased. Stay open-minded . If you limit yourself to only a number of sources, your findings will be more than likely, insufficient. You should broaden your perspective by looking into various sides and frames.
• You can change course according to your findings. Do not feel limited to a frame. 
• You can combine and support your findings with some primary research techniques such as surveys, interviews, or observations.
• Applications of desk research

Now, we know how to do desk research, what to have in mind, and its advantages. But on what occasions can you use this type of research? Let us see some examples of desk research.

1. Doing market research on a subject

When you want information on the latest fashion trends and clothing preferences of teenagers, it is best to consult appropriate data. You can read through magazines, fashion articles, fashion brand reports, and so on. Worth the data you obtain, you can build your fashion brand or create an eye-catching ad.

2. When you have an academic approach

Let us say you are a scholar who specializes in second language acquisition in children in a bilingual household. You can check out available online academic sources such as Google Scholar, ResearchGate, Wiley Online Library, or Library Genesis. There, you can find previously done studies, articles, and statistics.  

3. Getting a general idea of a specific group of people

Let us say you will work with or around university students aged 18-28, and you want to know more about their behaviors and preferences to make informed decisions. You can use sources such as textbooks, news articles, reviews, journal entries, and previously done interviews and surveys. 

• Frequently asked questions about desk research

What are the common resources for desk research?

The sources for desk research are limitless. Because they are basically every study conducted on the research topic. As long as they are organized, tangible, and objective , there is no problem using them. Some appropriate resources for desk research are:

• Published books
• Case studies
• Directories
• Company financial data
• Government statistics
• Commercial publications

When is desk research not reliable?

You may go through the relevant sources all you want, but if you fail to make sure the data is accurate, this can disrupt your project. There are some instances where desk research is not reliable and usable. For example, you can not use information that is outdated, biased, insufficient, irrelevant, or inaccurate .

Desk research vs. Empirical research

Empirical research is based on observation as directly experienced by the researcher. And even though secondary research backs up the theory part, empirical data is a primary research method . In desk research, the researcher goes through existing sources; therefore, desk research is a secondary research method.

Desk research vs. Primary research

Desk research is also known as secondary research and it involves collecting data from secondary sources such as published documents. And, primary research involves collecting data directly from the original sources. For example, doing experiments, observations, or interviews. 

Desk research vs. Field research

Desk research, also known as secondary research, is when data collection is completed from secondary sources such as published documents or website sources. Field research, also known as primary research, is when data collection is directly from the source about a specific subject.

In desk research you collect pre-existing information while in field research you create new knowledge via exploration.

Desk research is an essential part of any study, no matter the concept. Thanks to desk research, the researcher collects all available data to draw their own conclusions or support their research theory.

It can be done using a number of source materials from books, reports, analyses, and entries. İt is a valuable part of the study. Desk research has its own advantages, and it can be perfected with some tips as well. What's more, you can use a smart tool such as a form and survey maker tool like forms.app to help you with all your research subjects!

Defne is a content writer at forms.app. She is also a translator specializing in literary translation. Defne loves reading, writing, and translating professionally and as a hobby. Her expertise lies in survey research, research methodologies, content writing, and translation.

• Form Features
• Data Collection

Table of Contents

Related posts.

Pop-up forms 101: How to create yours (+ free templates)

Behçet Beyazçiçek

How to create a volunteer application form (free templates & expert tips)

Sevgi Soylu

10 reasons why you need post product photos & videos to increase sales

forms.app Team

Desktop research

Review of existing research for information relevant to a project's needs.

• To identify specific or useful qualitative or quantitative data relevant to project needs.
• To develop an understanding of current policy and business needs.
• To identify gaps in existing data requiring further research.
• To understand how a project may contribute back to a larger body of knowledge.

What you get

• Collated list of available source data relevant to project needs.
• Summary of insights drawn from source data.
• Provides clarity on what work has already been done, to avoid duplication of effort.
• Provides an awareness of methodologies or approaches that have been tried before.
• Quality of insights depends on the relevance, timeliness and transparency of source data.
• Relevant source data may be missed if time for searching and consulting is not adequate.

When reviewing data it’s important to assess how the data was gathered. Knowing how to assess the conclusions reached in published research is an important skill. All conclusions should be critically examined before use in reports.

Toolkits and resources

• Desk Research: Secondary Research
• Desk Research: Prepartory Research

Updated 5 July 2023

Desk Research

Desk research methodology is a method of collecting and analyzing information from available secondary sources, such as documents, reports, academic publications and other materials available online or in libraries. The purpose of desk research is to gain a broader perspective on the problem or issue under study, as well as to supplement or confirm knowledge on the topic. Desk research is particularly useful for research on historical events or processes and theoretical studies.

Application of Desk Research

Methods for implementing desk research include various ways to collect and analyze available market information without conducting face-to-face surveys with users. Here are some example methods: Analysis of available industry reports and publications: you can collect data from available industry reports and publications, such as market reports, industry analysis, scientific reports, etc. Analysis of statistical data: you can use available statistical data, such as demographic data, sales data, labor market data, etc. Review of websites and industry portals: you can collect data from various websites and industry portals, such as those of manufacturers, distributors, industry organizations, etc. Analysis of newspaper articles: you can analyze newspaper articles posted in newspapers, magazines and the Internet to gain information about the market and its trends. Internet search: you can search for market information using search engines such as Google to gain a wide range of available information. Social media data analysis: you can collect and analyze data from social media such as Facebook, Twitter, Instagram, etc., to gain information about users’ opinions and preferences.

Methods of implementing Desk Research

The methods for carrying out desk research are as follows: Searching databases: Various databases, such as industry, statistical or scientific databases, can be used to find the information needed. Reviewing documents and reports: You can also review various types of documents and reports, such as financial reports, market statistics or industry reports, to obtain information on an issue of interest. Analyzing data from the Internet: You can also use various sources available on the Internet, such as websites, online forums and social media to find the information you need. Literature research: You can also conduct literature research, that is, you can analyze the available scientific literature and review articles from scientific journals or books in the field. Data analysis from other sources: You can also use data available from other sources, such as data files from government offices or institutions or data collected by other companies or organizations.

Our company Fieldstat specializes in Desk Research. We provide top-notch services and our teams are professionally qualified. We do market research, product quality research, competitive research, consumer research, social media research, technology research and much more. We have a wealth of tools and knowledge to meet our clients’ needs and deliver the best results. If you are looking for someone to help you gather and interpret information, please contact us.

Who commissions Desk Research?

Desk research is commissioned by various individuals or institutions that need information on a particular issue or market. Examples of people or institutions that may commission desk research: Companies: Many companies commission desk research to learn about the market situation, customer needs and preferences, competition or industry trends. Non-profit organizations: Non-profit organizations, such as foundations or associations, often commission desk research to obtain information on a particular field or social problem. Government institutions: Government institutions, such as ministries or offices, may also commission desk research to obtain information on various issues, such as to develop public policy. Individuals: Individuals can also commission desk research, such as if they want to learn about the market for services or products in order to make purchasing or investment decisions.

The path of cooperation

Let's talk about your project.

We value your time. Use the button at the bottom to contact us about your research project.

Systematic approach to desk-top research and university projects

• Post author By admin
• Post date September 22, 2014
• No Comments on Systematic approach to desk-top research and university projects

How to conduct effective desk-top research?

This article is for any university student about to embark on writing essays or completing dissertations and projects for the first time. I have also run workshops introducing these methods and they do seem to be overwhelmingly useful even to more experienced researchers. This article is also intended to help  dissertation supervisors who may want to produce a ‘mini-systematic review’ for an undergraduate or postgraduate research project. This provides a robust methodology for the students to follow and is a much more rewarding and exacting project than a mere literature review. It will also satisfy requirements of those professional bodies who look for an element of ‘data analysis’ within the project.

So, let us embark on an interesting and hopefully informative journey about how to carry out effective desk-top research.

Introducing the systematic review

The word “ systematic ” in relation to a review involves the use of precise methods to gather and assess the results of research publications that (most importantly) minimises bias within the process. The result should be a robust and reliable assimilation of evidence in order to reach a reliable conclusion. Medical systematic reviews are conducted and published through the Cochrane Library  named after Archie Cochrane a Scottish doctor who established the idea of evidence-based medicine. Why do I mention systematic reviews in relation to desk-top research? Well – if you understand the premise and approaches of a systematic review and apply them to your essays, coursework and dissertations, then you will be undertaking a high quality piece of work (or suggesting a high quality assignment if you are setting the work). The steps highlighted below would also provide you with a methodology and the basis of a methods section for a dissertation.

Figure 1 illustrates the systematic approach.  The details on the left hand side are the minimum approach that could be undertaken in an essay or piece of desk-top research. For more in-depth undergraduate projects, and certainly for full systematic reviews, the details on the right hand side would need to be fully understood and reported.

Full systematic reviews can be conducted on any subject, not just medical ones. I have written  ones on education subjects – and here too, they are useful to  pool knowledge about best practice, or to evaluate new innovations in teaching for example. In education, often the methods are more relaxed as generally education papers do not meet the high quality standards of medical papers and their research designs. This is often due to not being able to randomise groups of students / learners due to the constraints of timetabling and classrooms. This isn’t the entire story though, as generally there is a feeling that much medical research and education research is simply not conducted as well as it could be .

Systematic principles – we should all use them!

A full systematic review is a serious piece of research and I like to teach the principles to my university students wherever possible because it provides them with a basis for doing high quality literature reviews, essays and dissertations. In fact I believe that anyone conducting research should know these principles. How many times do we hear that people are just using a Google Search or even Scholar, and they think it is research? The mainstay for any professional research must be the use of peer-reviewed and edited articles, and Scholar will not provide a robust enough search of these, and will also retrieve non-peer-reviewed reports and documents. Interesting as background reading certainly, but not for citation within a professional piece of work.

1) Setting the research question

The formulation of a precise research question is the starting point for any research and can be quite tricky. In medicine the  PICO framework  is used to define the various elements – population, intervention, comparison and outcome measure. For example I might be interested whether probiotics help people with diarrhoea.

Population – patients with diarrhoea Intervention – probiotics Comparison – no treatment Outcome – alleviation of diarrhoeal symptoms

So a question might be,

In patients with diarrhoea, do probiotics compared to no treatment, alleviate symptoms?

A PICO based question is the starting point of any dissertation student of mine, although not all the categories may apply. Once the question is set, the search strategy evolves and we can start generating keywords around the question categories.

But let’s take an education example. I’m interested in free online learning in the form of massive online open courses – MOOCs and the student experience.

P = learners I = MOOCs C = face to face/ traditional learning O = student experience

The question might be,

Do MOOCs enhance the experience of learners compared to traditional methods?

2) Deciding where to search?

A systematic review will aim to find ALL the articles in the world! This means not just using electronic databases, but hand searching books and journals, and contacting experts for unpublished or ongoing research. This can be quite a time intensive process. Today, the process is greatly helped by being able to save your searches within electronic databases, so once established (e.g. you might run a search at the start of your student project), you can simply run it again at the end to check for recent articles. Be pragmatic with the time you have – you might not be able to search everywhere, and the school of thought is that actually a good search of electronic databases will retrieve you the majority of articles these days, although do take care if you are particularly interested in more historic ones that may not be digitised.

So, where you decide to search will depend on what your organisation or local library has access to. Web of Knowledge and Medline are the mainstays of my research – which is both medical and educational. For my review on MOOCs I also used SCOPUS, IEEE and others. These cover both conference proceedings and workshop proceedings alongside published articles (original research, literature reviews, comments, opinions, letters etc).

3) Building up keyword lists for searching

From our PICO categories, we can start building up lists of keywords on similar themes.

P = learners, students, users I = MOOCs, xMOOC, cMOOC, massive online open course, free course C = face to face teaching, traditional teaching O = student experience, learning gain, knowledge gain

The next step is building up these words further. This is where I recommend using Wikipedia . It is a great keyword generator. I will also run some searches at this point to find relevant studies and look at their keywords to add to the list. If you were carrying out a full systematic review to publish, you would spend some time building up your keywords and then testing the results to ensure you were retrieving relevant articles. This iterative process might go on for some time, although for shorter-time scale projects such as undergraduate work, this may not be desirable.

4) Getting the keywords organised using Boolean logic

In some research I recently conducted looking at massive online open courses – MOOCs – I used six online databases to search, and used Boolean notation for searching with my keyword lists. There is a nice explanation of the use of Boolean logic on Ithaca College Library website. This in its simplest form uses the words (inputed in capitals – AND, OR, NOT) to combine keywords in order to expand and cross-reference your search accordingly. The Figure 2 summarises this approach.

You can also truncate words to search for all the variants of word endings using an asterisk *

e.g. MOOC MOOCs we can search for MOOC* e.g. Massive or massively we can search for massiv*

If searching phrases these need to be in quotations otherwise the individual words will be searched for separately and return thousands of results.

e.g. “massiv* online open cours*”

I’ve referred to the use of Boolean notation in another blog article – “ Seek and ye shall find ” complete with webcasts and instructions. This is following very simple principles and those expert in searching and forming Boolean instruction will be more complex than this. Here are some of the more commonly used ‘operators’ or instructions within the notation.

# means search OR – this will link together keywords and is used to broaden a search AND – this will cross-reference two searches (and not expand the search as you might suspect) NOT – this will exclude terms from the search

Going back to our question whether probiotics are effective for patients with diarrhoea, we could just haphazardly search for the keywords as shown below in Figure 3. However, as shown by the numbers, you will retrieve vast numbers of records and your search will not be specifically addressing your question.

The use of Boolean notation can be illustrated by the formation of a Venn diagram which shows the principles of combining the three separate searches using the word ‘AND’. The ‘OR’ term will enable you to expand out your searches such as for probiotics and lactobacillus. You may also search for humans and adults as a focus, and also the disease of interest. By using the ‘AND’ term you are cross-referencing the three searches to find those papers in the centre of the Venn diagram (Figure 4) – you can see a more manageable number of 1312 papers. These of course can be further limited perhaps by searching just for clinical trials.

5) Running the search and being organised!

Organisation is key and many online databases can set up accounts to save your searches (Medline is great for this) or export your outputs to a reference manager. I prefer to sometimes run the search, save the results as a ‘txt’ file and input into Microsoft Excel for analysis. The analysis steps might be important in a systematic review where you have pre-set what your research question is and your criteria for including studies. You can therefore use a new Excel sheet for each step in the analysis to maintain a good record of your process.

If you are completing a full systematic review, you will wish to refine your search in an iterative manner. That is, you will look at your search results to see if they are retrieving relevant articles, and refine the keywords and Boolean strategy if necessary to produce a more precise result. This step can in my experience take far more time than you might realise. The benefit is, once the search is right, you can save it and use it to update your coursework / project or review in the future.

6) What are study inclusion and exclusion criteria? (Could be optional depending on type of project or research)

For an undergraduate project you may not wish to be so stringent to think about what types of studies you wish to include or exclude. If you are completing a literature review, you may want just to provide an overall evaluation of everything that you have found. If you are being more systematic and wish to generate data for your project, you can follow the steps undertaken by a full systematic review, and record the numbers of studies you include and exclude at each phase. The beauty of this within a project or piece of research is that you are generating legitimate research data that can be displayed in a number of established figures and formats as illustrated below in Figure 5. Here, the results of a literature search and numbers of studies that are excluded during the process are shown.

Some excellent details on how to report systematic review results can be found not he following website, describing the PRISMA statements – preferred reporting items for systematic reviews and meta analyses .

In my studies of ‘education’, I set the entry gate quite wide so not to restrict the numbers of studies based on their design and quality. You will need to decide your inclusion and exclusion criteria at the start when you are writing your research proposal, or planning your essay. If you did wish to consider excluding types of articles, you might for example be doing a medical review and may well wish to only include randomised controlled trials. You might be researching an area of biomedical science and wish only to include animal investigations. If you are interested in systematic reviews in education specifically, this is a subject of development and debate the present time (e.g. Bennett 2005).

When you are analysing the results of your searches you will often soon spot ‘duplicate studies’. You will almost certainly find the same study on a number of databases, so you can use the ‘sort’ function to scan your lists of authors and remove duplicates. Studies can be duplicated in more subtle ways, for example an author might publish an abstract of data in a national journal, and then present the data at international conference. These are strictly duplicate studies because they contain the same data. The duplicate will need to be removed as shown in Figure 5.

7) Data collection and analysis

If you are intending to follow a systematic approach you will need to construct a series of spreadsheets to gather and organise your results. If you are completing a full systematic review you will establish the layout of a data extraction table prior to starting the review. This would include items such as author name, date of publication, methodology, outcome measures, and a host of other details. Again, the Cochrane organisation has further details on  data extraction .

Sorting your search results and applying the inclusion and exclusion criteria does take time, but ultimately it will give you the good results you are looking for. In a full-scale systematic review a number of authors would do these steps independently to ensure the process is accurate and to avoid bias introduced by personal choices and preferences. A third author can help discuss any areas of conflict or indecision. Filtering of the papers generally occurs in two phases:

Phase 1 of filtering. You can quickly filter your results often by just looking at the titles and author names to identify duplicates. You may need to review the abstracts at this point to ensure they match your inclusion criteria. Anything that is unclear will need to be checked by reviewing the full paper.

Phase 2 of selecting and filtering. If your inclusion criteria is looking for a specific methodology – e.g. randomised controlled trial, or specific subset of articles – e.g. animal studies, if you cannot glean this information from the abstract you will need the full paper to review.

So you might go through a phase of ordering full papers, and again use a reference manager of file system on your computer to organise yourself. I generally obtain the full paper for every article as I go along.

8) Qualitative versus quantitive analysis

For a full systematic review, if you have identified enough studies you can then extract data for pooling in a meta-analysis to provide quantitative data. As part of a review it is also good practice to provide a brief ‘narrative’ of the papers identified, and also to summarise your results in table form. The extent to which you do all of this will depend on the numbers of papers retrieved, and for the purposes of ‘containing’ an undergraduate project within 5000 words which is often the limit, you may need to restrict the textual explanations of the papers.

Providing the ‘narrative’ is often the part that students struggle to do within project result sections, therefore it is worth gaining a deeper understanding of the approaches and styles that can be undertaken. Popay et al in 2006 wrote a report on narrative synthesis that may be a starting point.

9) Finishing off and identifying themes and conclusions

If you have adhered to your question, keywords and inclusion / exclusion criteria, you should end up with a corpus (body of literature) directly relevant to your question. Depending on the volume of papers retrieved you may be able to look for sub-themes and organise your discussion around these. For example, searching for probiotics and diarrhoeal disease may reveal areas of research focusing on children as opposed to adults for example. The research may focus on different types of bacteria or blends of bacteria. A systematic approach is a great way of organising your research from start to finish!

Bennett, J., Fred Lubben , Sylvia Hogarth & Bob Campbell (2005). Systematic reviews of research in science education: rigour or rigidity?, International Journal of Science Education, 27:4, 387-406.

Cochrane Library (2014). About Cochrane Systematic Reviews and Protocols. Available:  http://www.thecochranelibrary.com/view/0/AboutCochraneSystematicReviews.html

Popay, J., Roberts, H., Sowden, A., Petticrew, M., Arai, L., Rodgers, M., … & Duffy, S. (2006). Guidance on the conduct of narrative synthesis in systematic reviews. A product from the ESRC methods programme. Version, 1.

• Tags research methods , Study skills , systematic review

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Subscribe Now

Trending news, golden ratio in web design.

• Case Studies
• Development
• Project Management
• Start Up Tips

What Is Desk Research And How To Do It?

When it comes to pushing out a product to market, research and usability testing raises your chances of success. We have already covered a lot of different research and testing topics , but this time we wanted to focus on one of the easiest research methods – desk research. What is it and how you can do it?

What Is Desk Research?

There’s two types of research – primary and secondary. Primary research is when you actually go out and get first-hand data and gather information “in the wild”. Secondary research, which includes desk research, is when you look at secondary data or data that’s already available . So, instead of interviewing users or doing A/B testing (primary research) you just search for and sort through everything others published that is relevant to the issue at hand. The resources you find may vary greatly from simple articles, through industry reports to complex studies done by research institutes. All those things can be done from your desk or desktop (which is why some call desk research desktop research). That’s why this particular method of research is so popular.

Why Should You Do Desk Research?

There’s a common misconception that desk research will not be of any value to you, because the project is so cutting-edge and really innovative. And while that may be true, that doesn’t mean you should just rely on primary research. The data available online may not be 100% accurate but it doesn’t mean it’s not relevant to your project. You should search for any information that can be found about the specific market your business operates on. Doing this will save you time when planning your primary research and will help you ask your users more relevant questions. That’s the number one reason people do desk research – trying to find out information that somebody already researched and published is just a waste of time.

Besides that, desk research is completely free. Sitting at your desk, looking at market research, analyzing data and making conclusions is definitely cheaper than organizing primary research activities like focus groups or 1:1 interviews. It’s kind of like preparing for a job interview – you need to first get yourself familiar with the company you’re interviewing for, their market, process, competition etc. Otherwise you will seem unprofessional. To sum up, desk research is free, can be done right at your desk anytime and anywhere and will get you the information necessary to be more prepared for your other research activities.

Subscribe for exclusive access

How to carry out desk research.

Because desk research is focused on searching for existing information, people tend to get lost in the available resources. If you just search for your question in Google you will get thousands and thousands of results. And you may find that quite overwhelming. Which sources should you trust? How to use available statistics? Which research is relevant to your specific business? How to sort through this information ? Your desk-based research should fall into one of these categories: users, their goals, their environment or an overlap of two or more of those. Here’s a Venn diagram we use to help us identify which pieces of information we found will be useful:

As you can see, the diagram has three circles which overlap. Each represents something that is a contact for how the users use your product. The spot where all three (users, goals and environments) overlap is the best kind of market research. And that’s because it contains information about who uses your product in a very specific context.

However, this kind of information is very hard to obtain, especially from secondary data. You will usually need to gather primary data from field visits to get such specific information. But that doesn’t make other data not relevant. You may not find market research that lies within all those categories. But there’s definitely some research published that will get you an overview of your users and their environments or the users and their goals. Just remember, desk research is not here to replace any research activities. It’s here to help you refine your studies.

Which Kinds Of Research To Look For?

Based on the diagram above, you can see that you can search for research that falls into three areas: users and goals, users and environments as well as environments and goals. When in doubt, you can always check the diagram to see which category does a specific research piece fall into. Here’s what to look for during your desk research:

• Research that covers your users and their goals but not in the context of their environment. This type of information can be found in the form of surveys, focus groups or customer interviews. All those will get you data about the target audience and their needs. But you will not get any information about how they might use the product in their natural environment.
• Research that provides information about what goals users want to achieve and their use environment but doesn’t cover the actual users themselves. This type of information may be published as a call centre analysis or a web analysis.
• Research that has information about the users in their environment but doesn’t contain any data on their goals. This can be found in the form of market research for the same target group but different functionalities.

Resource Types To Look For

These three types of data will help you find missing spots that you can fill in later with your field research. It may be hard to find articles and studies that cover those topics, so don’t forget to look inside your company. Chances are, there’s a lot of data from previous projects that can be used to aid your efforts. Another great resource are government websites and research institutes. They often publish a lot of different research papers, so finding the one most useful for you may take some time. But the quality of market research from those sources is top-notch! Also, when you search for data, opt for using Google Scholar. It’s a specific section of Google that you can use to find scientific, data-based research and academic papers. If you narrow your search it will be much easier to find relevant information.

If you’re looking for an experienced team to help you research your business idea – contact us and let’s set up a research plan together!

Related posts

Agile software development process, how to prepare for the future ecommerce trends, new product design, cost mobile app development: factors to take (literally) into account, unlocking e-commerce success with “boosting sales with a/b testing”, 5 stages of a project management process, subscribe to our newsletter, recent posts, from skepticism to success: the kuchnia vikinga transformation, transforming job searching for gen z: our journey with jobflow, simplifying dining with apetigo: a digital revolution.

• Case Studies (17)
• Design (40)
• Development (53)
• Insight (13)
• Project Management (37)
• Start Up Tips (59)

© COPYRIGHT 2020, ALL RIGHTS RESERVED

Username or Email Address

Remember Me

Registration is closed.

• Customer Relationship Management

Desk Research - Methodology and Techniques

As depicted by name Desk Research is the research technique which is mainly acquired by sitting at a desk .

Desk research is basically involved in collecting data from existing resources hence it is often considered a low cost technique as compared to field research, as the main cost is involved in executive’s time, telephone charges and directories. However, it could also be a complete waste of time and money if the researcher does not have the proper knowledge of how the research is performed.

Desk research is very effective and can be conducted in starting phase of market research as it is quite quick and cheap and most of the basic information could be easily fetched which can be used as benchmark in the research process.

There are basically two types of desk research techniques:

The main advantage here in performing internal desk research is that it involves internal and existing organizational resources to organize the collected data in such a way that it is not only efficient but also usable. Internal desk research is comparatively very cheap and effective as internal recourses are deputed and the expenditure in getting data from outside is less.

There could be two approaches for digging out the relevant information from internet, one is directly browsing the specific information from industrial, marketing or business sites and extracting the information out of these sites. Secondly, using the various search engines like www.google.com, www.yahoo.com, www.infoseek.go.com, www.altavista.com etc, for modulated searching.

The important aspect here is to refine the searching techniques in such a way that results are promising and relevant. For this it is necessary that the researcher should know the importance of the research and follow the guideline intellectually to reduce the efforts made and time consumed in searching.

Customers are the one who are considered the most informed as they are actually using products and services and are aware of the current market trends more than any other. Hence the feedback and information provided by customers is the most accurate and useful data which can be used most effectively in the further process of research.

  Related Articles

• Customer Relationship Measurement
• Market Research and CRM
• Market Research Process
• Field Research
• Data Analysis and Compilation

View All Articles

Authorship/Referencing - About the Author(s)

The article is Written and Reviewed by Management Study Guide Content Team . MSG Content Team comprises experienced Faculty Member, Professionals and Subject Matter Experts. We are a ISO 2001:2015 Certified Education Provider . To Know more, click on About Us . The use of this material is free for learning and education purpose. Please reference authorship of content used, including link(s) to ManagementStudyGuide.com and the content page url.

• Origin of CRM
• Features of CRM
• Importance of CRM
• CRM and Marketing
• Misunderstandings about CRM
• Benefits and Challenges of CRM Software
• CRM (Customer Relationship Management) Software and Its Importance
• What is Customer Relationship
• Types of Customers
• Orientation of Customers
• Customer Modeling
• Customer Profiling
• Regression Scoring
• Quality of Relatiosnhip with Customers
• Need of Relatiosnhip with Customers
• Customer Relationship with Supplier
• Cost Sensitivity of Customers
• Bargaining Power of Customers
• Desk Research
• Report Preparation
• Action Plan in Report Preparation
• Strategic CRM
• Operational CRM
• Analytical CRM
• Collaborative CRM
• Customer’s Response - Introduction
• Measuring Customer Response
• Medium of Customer Responses
• Qualities of a Good Response
• Response in Consumer Sector
• Response in Core Sector
• Customer Acquisition - Introduction
• Customer Life Cycle
• Customer Acquisition Cost
• Measuring Acquisition Equity
• Customer Loyalty - Introduction
• Customer Loyalty & Satisfaction
• Drivers of Customer Loyalty
• Customer Loyalty Breakers
• Tracking Customer Loyalty
• Increasing Customer Loyalty
• Customer Satisfaction
• Why Dissatisfaction in Customers
• Measuring Customer Satisfaction
• Methods of Measuring Satisfaction
• Factors affecting Customer Satisfaction
• Customer Retention - Introduction
• Customer Retention Strategy
• Determinants of Customer Retention
• Methods/Tools for Customer Retention
• Myths about Customer Retention
• Benefits of Cloud CRM for Small Businesses
• Practical Tips for Effectively Implementing Salesforce

 Get a free consultation

Exciting news 🤩 Our  project  has been nominated for the UX Design Awards!

• Business Analysis
• Development
• Video production
• Dedicated design team
• EdTech design
• Enterprise design
• Healthcare design
• Real estate design
• Case studies
• Price calculator

How to Do Desk Research in 5 Simple Steps

Before you launch a product, you should get answers to several questions. The first and, we believe, most important one is to define the overall market situation and take a closer look at the potential customer. Mastering how to do desk research is a suitable, cost-effective way to get information for making data-driven decisions.

In this article, we’re going to highlight some essential tools for conducting desk research and defining user groups.

What is desk research?

Desk research (also called secondary research) is a research method that involves using existing data. This technique will allow you to get the first idea of your market and users “from your desk.”

Secondary research includes already published materials in reports, articles, or similar documents. We also recommend using software tools that can help you become more familiar with your users (you can find some of them below).

This method is much more cost-efficient than primary research and requests less time for conducting it. Still, a lot of analysis work should be done, and the result is really helpful. The best way is to mix qualitative user research and desk research. It’ll help you fit into your timelines and budgets.

Primary vs. secondary research

Since we’ve just mentioned primary research, let’s see what it is and how it differs from secondary desk research.

Primary research refers to the process of gathering firsthand data directly from the source, be it customers or prospects. This approach takes more time and effort than desk research, but you get the latest and most detailed information.

The most common primary research methods include the following:

• interviews;
• questionnaires;
• competitor reviews;
• focus groups;
• market mapping.

Secondary research , or desk research, involves analyzing existing data and information collected by someone else or for another project or research purpose. It’s often the starting point for market research, providing foundational knowledge from pre-existing data. This method is quicker and easier than primary research, but the information you get might be older or less specific.

The desk research methods include gathering data from the following sources:

• government databases;
• academic journals;
• social media.

While both research methodologies are helpful, you may be wondering when to use each. 

Go for primary research when you:

• need up-to-date information not readily available;
• study specific questions or problems not addressed in existing research;
• require in-depth info directly from your target audience;
• aim to test new ideas.

Desk research often paves the way for primary research. Chose this approach when you:

• need a basic overview of a topic or industry;
• want to get a background knowledge and context;
• aim to study existing trends and statistics;
• want to compare different perspectives on the same topic;
• seek to save time and resources.

Pros and cons of desk research

Desk research is a valuable tool for any researcher. But, like any tool, it has its strengths and weaknesses. 

Pros of desk research

Using desk research methods is highly beneficial. Here are just several reasons for that:

• Budget-friendly. Compared to primary research, desk research is more cost-efficient. You’re using existing information at low to no cost instead of generating it yourself.
• Fast. Desk research lets you access data and reports instantly, offering quick insights without lengthy data collection.
• Scalable. Desk research allows you to cover vast amounts of data.
• Readily available data. Data for desk research is readily available online, and you can access it anytime.
• Insightful. With careful searching, you can find helpful reports, studies, and expert opinions that provide valuable perspectives on your topic.

Cons of desk research

Despite the advantages, desk research comes with its cons. Here’s what to prepare for:

• Outdated data. Data for desk research can quickly become outdated, so verifying its relevance is a must.
• Limited control. You’re relying on someone else’s data, meaning you can’t control its methodology or accuracy.
• Minimal exclusivity. Desk research findings are readily available to others, therefore they’re not exclusive to your unique project.
• Verification complexities. Verifying data sources and interpreting information can be time-consuming.

Types of internal and external data sources

Desk research is a way to gather insights literally without leaving your desk. But where do you find the necessary info? Let’s look at the secondary data sources available to you:

Internal data sources

Your company is already a goldmine of information. So before jumping into other types of desk research, consider digging into internal resources:

• Historical campaigns and sales. Review past campaigns, website traffic insights, sales conversions, and other relevant data.
• Product analytics. Dive into product analytics to learn more about different customer segments , user behavior, engagement patterns, performance metrics, and user flows.
• Internal research. Use existing internal research reports and studies (if any) and get insights from them.

External data sources

Besides studying your company information, there are plenty of external resources to explore. Look into the following examples of secondary data:

• Internet. Access any type of resources through the web.
• Commercial resources. Industry reports or market research studies by third-party firms can offer data specific to your topic.
• Trade associations. Use reports and resources from trade associations, for example, the Directory of Associations , the National Trade and Professional Associations Directory , or the Encyclopedia of Associations .
• Industry experts. Connect with industry thought leaders and analysts.
• Research associations. Access independent research papers and industry publications.
• Media. Monitor news, press releases, magazine articles, and TV and radio content to get information on your topic.
• Market research software. Leverage specialized software platforms that offer advanced analytics, reports, or access to industry data.
• Government data. Use statistics and reports from government agencies like the US Census Bureau , US Government Publishing Office , US Small Business Administration , and so on.
• Local government data. Get market data, demographic info, and employment trends through local gov websites.
• Public libraries. Access library databases through the Digital Public Library of America or the National Archives in the UK.
• Competitors. Study competitor websites, press releases, mailing lists, online reviews, and social media activity.
• Educational resources. Analyze academic research papers and journals relevant to your topic.

Examples of desk research

Let’s now explore some examples of design projects leveraging desk research:

Analyzing dreams with Sleepify

The creator of the Sleepify project sought a user-centric design for an app tracking dreams and well-being. They leveraged external desk research and competitor analysis to:

• study sleep’s impact on a person’s well-being through UCE Research and ePsychologi.pl platforms;
• discover the strengths and weaknesses of competitor apps.

The secondary research findings, along with quantitative research, were used for creating a high-fidelity prototype, ready for user testing and validation.

Keeping users fit with MYFIT

MYFIT project suggests creating a fitness app packed with workout routines, aimed to boost user engagement and retention. It is expected to be a clean, stylish, and modern fitness app designed to keep users active and motivated. The designer proposes to tackle this challenge by:

• researching user behavior and frustrations with existing apps using various methods;
• exploring why users abandon fitness apps;
• creating optimal user journeys.

Reaching personalized sales with AI

Designers aimed to explore the potential of using AI for personalized sales in the gaming industry. Their desk research targeted:

• The global market size of generative AI in business, its usage in gaming, and sales marketing.
• Industry gap. While personalization thrives in eCommerce, the gaming industry lags behind.

The insight the designers derived is that a personalized AI tool based on in-game actions, purchase history, demographics, and player data could revolutionize game sales.

Five steps to conduct desk research

As already mentioned, the reason to conduct research is to become more familiar with your users and potential customers. Your focus should be on collecting notable data and analyzing it. Here’s how to do this in five steps:

1. Determine your research topic and goal

Before even starting your research, ask yourself what you want to study and why. Outline the questions you aim to answer or the information you’re looking for. Is it to understand industry trends or handle customer journey mapping ? The more specific your question, the easier it will be to steer your research in the right direction.

2. Choose relevant secondary data sources

Go through internal and external resources relevant to your topic, making sure they are credible and objective. Make a list of resources suitable for your research topic and goals.

3. Explore existing data

Go down your resource list and find relevant data. Here’s what you can study:

Most likely, you should start with the existing text available in the public domain. What to look for? Everything! You can go through government or private companies’ reports, the original material on which these reports are based, conference proceedings, primary periodicals, official publications, and articles in newspapers and journals. 

This method of data collection is the most inexpensive and nontime-consuming way.

Document analysis is an important part of business analysis . This process includes the examination of existing documents and recordings. In some way, you are using the research that has already been completed.

The objective of this process is to track changes over the whole period. You can analyze logs, email logs, databases, web analytics, minutes of meetings, staff reports, and information logs. These are only a few examples of the sources for this type of research.

For instance, before redesigning the existing product, you have to understand the reason for the low level of purchases or numerous complaints in support. Documents and records help track the interaction between employees and customers or between your current website and customers. This is the way to make correct conclusions.

Knowing your competitors helps analyze the existing solutions and define the current problems they cover. Obviously, to share the entire experience and provide an ultimate guide for conducting competitive research, we have to write a whole new article. Here are some points to pay attention to:

• determine the products your competitors offer;
• pay attention to their sales tactics and results;
• analyze how they market their products;
• take note of their content strategies;
• look at competitors’ social media presence, strategies, and go-to platforms;
• make a SWOT analysis to learn their strengths, weaknesses, opportunities, and threats.

There are a lot of tools that may help. We’d like to share some of those that we use while conducting desk research:

• Crunchbase is a live company database, which updates constantly. This tool helps you identify upcoming marketing tendencies. For example, you can find how many companies in a specific industry are raising.
• Capterra is an intermediary between buyers and technology vendors within the software industry. Here, you can find the most comprehensive lists of products per industry, reviews, ratings, and infographics, and easily compare needed competitors.
• Serpstat is one of the top-rated SEO tools and definitely will help you outline competitor analysis just by entering your domain.
• Semrush analyzes the data for you and gives you instant recommendations on SEO, content marketing, and advertising that help you improve your online visibility in days.

4. Organize and compare your data

Gathering data is just the beginning. Now, you should organize and make sense of it. Consider using mind maps or spreadsheets to structure your data. Remove any duplications as well.

5. Analyze your data

Now that you have your data in a digestible format, analyze it for helpful insights. Check if the gathered data answers the questions you aimed to study. If not, go back to step two and find other sources of information.

Useful resources for defining your user groups

As soon as you finalize your desk research, you will most likely be able to group your users. So now it’s time to take a deeper look at them. Here are some free tools you can use to identify your user personas.

Google Analytics

If you already have launched your website, don’t forget to insert the Google Analytics tracking code. It will help you get more information about your clients. Now we’ll share which reports we suggest using:

This report shows the key age group and gender of your website visitors. To kick off the demographic report, follow the flow: Audience tab at the left menu > Demographics > Overview.

Learn more about the preferred interests of your users. As you have already opened an Age or Gender report, you can add a secondary dimension. Select ‘Affinity Category’ at the dropdown. You will see all the segments your visitors are interested in. It is helpful to identify your ideal online customers at scale.

One more good analytics tool to identify the users who are actively researching and comparing items across the Google Display Network (YouTube, paid search results via AdWords, display ads via AdSense, etc.)

This report will provide you with an overview of all the languages your users have set in their browsers and the locations where they may live. It will be useful in understanding cultural differences and will decrease effort for your marketing campaigns.

If you’re going to create a mobile app, think about which devices your guests are most likely to use to access your website. Go to Audience > Benchmarking > Devices. After that, dive deeper into Mobile Devices’ info. You will see exactly which brand of mobile devices they are using. Go to Audience > Mobile > Devices.

So, we’ve just outlined some useful data to understand your users better. Now, let’s move forward to other sources.

Facebook Insights

As almost everyone over the Internet is a social media user, it is good to use the data it represents. It will help you create more target posts and campaigns that cover your customer needs.

If you already have a customer list or just a list of users with phones or email addresses, you can use it to gain extra information about these people.

You need a list in the .csv file. In the Facebook Ads Manager, you can create a custom audience. Then Facebook Audience Insights will finish uploading the list, and you will receive a ‘Ready’ notification. At this point, you can analyze your audience.

Initially, you need to open an Audience Insights tool. You can choose an Audience you want to analyze. This tool can give you access to such data:

• age, gender, and relationship status;
• lifestyle preferences, demographics, and interests;
• education level and job title;
• Facebook pages that are likely relevant to your audience;
• top cities, countries, and languages;
• frequency of certain activities;
• device usage;
• household size and estimated household income;
• homeownership status and house market value;
• spending methods, purchase behavior, and estimated retail and online retail spending habits.

Even if you don’t have a customer list yet, you can use generic insights connected to your Business Page. You can also use software tools that provide you with potential customer emails. Take a look at these tools:

• Snov.io helps find more convertible leads, verify contacts, track your lead’s progress, and automate cold outreach.
• Hunter is a cloud-based email search solution that helps businesses find emails on company websites, verify domains, compose follow-ups, and more.

Try to pull out the most useful insights about your potential users, finalize all the gathered information, and be sure your team is aware of the user groups you are trying to reach.  

LinkedIn is one more powerful resource for collecting data. A good LinkedIn profile is a pretty ready proto persona. You can discover the user’s location, career path and goals, achievements, and daily work responsibilities. It is especially useful for B2B marketing. By the way, if you are in this segment, you can also use tools like Leadfeeder to understand which companies are visiting your website.

Now, we will break out four components that could be revealed from LinkedIn: business attributes, pain points, hangouts, and values.

They give you a deeper view of the demographics of your business page followers and visitors. What can you gather here? You can see location, job function, seniority, industry, company size. There is also data about similar companies and the comparison in analytics. It’s a great specific tool to reinforce Google Analytics.

Pay attention to the sections ‘Summary,’ ‘Skills & Endorsements,’ ‘Activity,’ and ‘Interests.’ 

In ‘Summary,’ we can get an overview of the person’s work trajectory, education, and main skills. From the ‘Skills & Endorsements’ section, we can receive data about a person’s strengths and people who endorsed their skills (who can also be useful in the research). The ‘Activity’ section is a great way to observe what the person is talking about, what they like, and comment. ‘Interests’ shows a list of the following companies and people, so it is possible to examine what engages the person.

Company Page includes information about the history, size, and career opportunities. Such pages also may have stories about employees and their quotes. The company’s job descriptions show the professional attributes required of a candidate.

After gathering all this data, you can create a direct message to increase the chances that relevant people will view it. How to do it? Open your Company Page > Click on ‘Create Post’ > Manage Post Audience: from Anyone to Targeted audience. Add some specific details about your audience.

Use LinkedIn Advanced Search to earn data about market size and the number of required companies or people. By working on the filters, you can find more insights about locations, education, seniority levels, etc.

Last thoughts

Taking market temperature and understanding your audience are the key ingredients in a way to creating a successful product. Pay attention to detail, document the whole process, and share it with your team and all the stakeholders. Help them to keep an empathic approach to your product and audience.

Have a great time conducting research. If you will need professional help with it, feel free to contact us .

Did you like the article?

Help us share it:

prev .  

The Value of User Research Phase and What You Lose if You Skip it

next .  

How to Use Value Proposition Canvas for Better Product-Market Fit

What is the desk research method?

Secondary desk research is a research method that involves collecting and analyzing information from existing sources like reports, articles, and websites. This approach is particularly valuable in the early stages of prototyping , as it helps to gather essential insights with a streamlined resource investment.

How to do UX desk research?

To do UX desk research, follow these steps:

1.Define your goals and research questions,

2.Choose secondary data sources like usability studies or industry reports,

3.Go through the data relevant to your research,

4.Structure and compare the gathered data,

5.Analyze the data to make necessary UX improvements.

What are examples of desk research?

What are the two types of desk research techniques?

start your project with us .

An official website of the United States government

Here’s how you know

Official websites use .gov A .gov website belongs to an official government organization in the United States.

Secure .gov websites use HTTPS A lock ( Lock Locked padlock ) or https:// means you’ve safely connected to the .gov website. Share sensitive information only on official, secure websites.

Guidance on building better digital services in government

Discovery operations guide

Desk research.

Knowing what others have already discovered means you can contribute new, original thought to an existing knowledge base.

Reading time: 3 minutes

Start with what’s there

Where to start is one of the hardest questions to answer when researching a problem. Depending on the type of project, you’ll need to look into a variety of research types to learn what’s been done before. Understanding past research will help you to focus on where you can do new research, and how best to frame that research. 

This process is known as benchmarking. Essentially, it means doing traditional desk-based research to find out what others have discovered in the field you’re investigating. You should also look for research that supports, or does not support, items that you might already know, or think you know, about the subject.

This process both informs and gives direction to your work. If you know where others have been, you can build off of their work, and contribute to the overall knowledge in this topic through your original research.

Academic Research can help you uncover what people have already done in your topic area. Use search engines like Google Scholar or Academia.edu, and publications like the Harvard Business Review, the Stanford Social Innovation Review, and the MIT Technology Review to find projects related to your subject. Read the abstracts of articles that sound interesting, then check those papers’ bibliographies to find additional articles and works.

Statistical Research can help you properly frame your area of interest. For example, historical statistics will allow you to understand whether your problem frame should widen out or focus in. Always evaluate the source of your data to maintain data hygiene and fidelity. 

• Data hygiene refers to the quality of the data collection and interpretation. 
• Data fidelity refers to the precision with which the data has been recorded. If the data collection or interpretation is illogical or messy, move on and find better data on which to base your work.

Internal-to-Organization Research is helpful if your project relates to a program or set of programs already underway in your organization. Look at those programs to see what’s already being done. Talk to the program leaders, review their documents, and, if possible, observe them working in the field. This process will help you frame your approach to avoid duplication of work, and increase your contribution to work already in process.

External-to-Organization Research means seeking out and studying existing programs outside of your organization. Look across all sectors: private, non-profit, academic, or other government organizations. Learning what others are developing will help you frame your project in a way that builds on this work. As you notify others of your work, you will also contribute to the community of knowledge on your subject.

Organize your research

Always properly cite and document desk research sources. Follow the examples below; either print them, or take a screenshot and mark them up digitally.

Keep all your citations organized and together. Keeping track of research sources means you can quickly and easily find content that you would like to reference or cite in a final report or communication.

Header image credit: Miray Celebi Kaba/DigitalVision Vectors via Getty Images

Join 60,000 others in government and subscribe to our newsletter — a round-up of the best digital news in government and across our field.

Digital.gov

An official website of the U.S. General Services Administration

Takeaways from AP report on how the search for the coronavirus origins turned toxic

The Chinese government froze meaningful efforts to trace the origins of the coronavirus pandemic, despite publicly declaring that it supported an open scientific inquiry, an Associated Press investigation has found

BEIJING -- The Chinese government froze meaningful efforts to trace the origins of the coronavirus pandemic, despite publicly declaring it supported an open scientific inquiry, an Associated Press investigation has found.

The AP drew on thousands of pages of undisclosed emails and documents, leaked recordings, and dozens of interviews that showed the freeze began far earlier than previously known — in the first weeks of the outbreak — and involved political and scientific infighting in China as much as international finger-pointing.

Crucial initial efforts were hindered by bureaucrats in Wuhan trying to avoid blame who misled the central government; the central government, which silenced Chinese scientists and subjected visiting U.N. officials to stage-managed tours; and the World Health Organization itself, which may have compromised early opportunities to gather critical information, according to internal materials obtained by AP.

Secrecy clouds the beginning of the COVID-19 outbreak. Even the date when Chinese authorities first started searching for the virus’ origins is unclear. The first publicly known search for the coronavirus took place on Dec. 31, 2019, when Chinese Center for Disease Control scientists visited the Wuhan market where many early COVID-19 cases surfaced.

But WHO officials heard of an earlier inspection of the market on Dec. 25, 2019, according to a recording of a confidential WHO meeting provided to the AP. In the recording, WHO’s top virus expert, Peter Ben Embarek, told colleagues that Chinese officials that day were “looking at what was on sale in the market, whether all the vendors have licenses (and) if there was any illegal (wildlife) trade.”

Ben Embarek said the probe was “not routine” and WHO would “try to figure out what happened.” Such a probe has never been publicly mentioned by Chinese authorities or WHO.

WHO said in an email that it was “not aware” of any investigation on Dec. 25, 2019. Other experts said any visit to the market that day would be significant, especially if animal samples were taken because they could be critical evidence of how COVID-19 jumped to humans.

Zhang Yongzhen was the first scientist to publish a sequence of the COVID-19 virus. One day after he wrote a memo urging health authorities to act quickly, China’s top health official ordered his lab closed.

“They used their official power against me and our colleagues,” Zhang wrote in an email provided to AP by Edward Holmes, an Australian virologist.

Among Chinese doctors and scientists, the sense grew that Beijing was hunting for a scapegoat. The government opened investigations into top health officials, according to two former and current China CDC staff and three others familiar with the matter. China CDC staff were encouraged to report colleagues who mishandled the outbreak to the Communist Party’s disciplinary bodies, according to two of the people.

As criticism of China grew, the Chinese government deflected blame. Instead of firing health officials, they declared their virus response a success and closed investigations into the officials with few job losses.

“There were no real reforms, because doing reforms means admitting fault,” said a public health expert in contact with top Chinese health officials who asked that he not be identified because of the sensitivity of the matter.

Early on, Chinese scientists were silenced and politicians took control.

As WHO negotiated with China for a mission to investigate COVID-19 in early 2020, it was China’s Foreign Ministry, not scientists, that decided the terms. China refused a visa for WHO’s Ben Embarek, then the agency’s top animal virus expert. The itinerary dropped nearly all the items linked to an origins search, according to draft agendas obtained by AP.

Taking charge of the WHO visit was Liang Wannian, an epidemiologist close to top Chinese officials who was widely seen as pushing the party line, not science-backed policies, according to nine people familiar with the situation who declined to be named due to the sensitivity of the matter. Liang also ordered the Wuhan market disinfected before samples could be collected and promoted an implausible theory that COVID-19 originated from frozen food imported into China.

On a train ride with Dr. Bruce Aylward, a senior adviser to WHO chief Tedros Adhanom Ghebreyesus, Liang lobbied the U.N. agency to praise China’s response in its public report. The new section was so flattering that colleagues emailed Aylward to suggest he “dial it back a bit.”

By the time WHO led another visit to Wuhan in January 2021, the origins hunt had become highly politicized. Liang, the Chinese official in charge of two earlier WHO visits, organized market workers to tell WHO experts no live wildlife was sold and cut recent photos of wildlife at the market from the report.

The WHO team concluded a lab leak was “extremely unlikely.” Months later, WHO chief Tedros said it was “premature” to dismiss the lab leak theory and pressed China to be more transparent, infuriating Chinese officials

China told WHO any future missions to find the origins of COVID-19 should be elsewhere, according to a letter obtained by AP. Since then, global cooperation has ground to a halt.

Chinese scientists are still under heavy pressure, according to 10 researchers, medical experts and health officials. Researchers who published papers on the coronavirus ran into trouble with Chinese authorities. Others were barred from travel abroad for conferences and WHO meetings.

The head of the China CDC Institute of Viral Disease was forced to retire over the release of sensitive market data, according to a former China CDC official who declined to be named, fearing repercussions.

“It has to do with the origins, so they’re still worried,” the official said. “If you try and get to the bottom of it, what if it turns out to be from China?”

Cheng reported from Geneva.

Top Stories

5 takeaways from historic Supreme Court arguments on Trump's immunity claim

• Apr 25, 4:06 PM

Could a president stage a coup? And 9 more key moments from Trump's immunity hearing

• Apr 25, 3:18 PM

Ex-official told investigators Trump had 'no standing declassification order'

• Apr 25, 6:55 PM

Walmart US CEO talks inflation, self-checkout, and non-college degree workers

• Apr 25, 7:51 PM

What witnesses said about Trump's handling of classified info while president

• Apr 24, 4:58 PM

ABC News Live

24/7 coverage of breaking news and live events

Intel in charts: Desktop, notebook revenues rise from last year

More on Intel

• Intel: No Good Reason To Turn Bullish Ahead Of Q1 Earnings
• Intel: Could Soar On Its AI Investments
• AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache
• Intel stumbles as weak guidance, AI, foundry issues continue to weigh
• Intel more earnings info

Recommended For You

About intc stock, related stocks, trending analysis, trending news.