example of historical research paper

Handbook for Historians

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Home » Historical Research – Types, Methods and Examples

Historical Research – Types, Methods and Examples

Table of Contents

Historical Research

Definition:

Historical research is the process of investigating and studying past events, people, and societies using a variety of sources and methods. This type of research aims to reconstruct and interpret the past based on the available evidence.

Types of Historical Research

There are several types of historical research, including:

Descriptive Research

This type of historical research focuses on describing events, people, or cultures in detail. It can involve examining artifacts, documents, or other sources of information to create a detailed account of what happened or existed.

Analytical Research

This type of historical research aims to explain why events, people, or cultures occurred in a certain way. It involves analyzing data to identify patterns, causes, and effects, and making interpretations based on this analysis.

Comparative Research

This type of historical research involves comparing two or more events, people, or cultures to identify similarities and differences. This can help researchers understand the unique characteristics of each and how they interacted with each other.

Interpretive Research

This type of historical research focuses on interpreting the meaning of past events, people, or cultures. It can involve analyzing cultural symbols, beliefs, and practices to understand their significance in a particular historical context.

Quantitative Research

This type of historical research involves using statistical methods to analyze historical data. It can involve examining demographic information, economic indicators, or other quantitative data to identify patterns and trends.

Qualitative Research

This type of historical research involves examining non-numerical data such as personal accounts, letters, or diaries. It can provide insights into the experiences and perspectives of individuals during a particular historical period.

Data Collection Methods

Data Collection Methods are as follows:

• Archival research : This involves analyzing documents and records that have been preserved over time, such as government records, diaries, letters, newspapers, and photographs. Archival research is often conducted in libraries, archives, and museums.
• Oral history : This involves conducting interviews with individuals who have lived through a particular historical period or event. Oral history can provide a unique perspective on past events and can help to fill gaps in the historical record.
• Artifact analysis: This involves examining physical objects from the past, such as tools, clothing, and artwork, to gain insights into past cultures and practices.
• Secondary sources: This involves analyzing published works, such as books, articles, and academic papers, that discuss past events and cultures. Secondary sources can provide context and insights into the historical period being studied.
• Statistical analysis : This involves analyzing numerical data from the past, such as census records or economic data, to identify patterns and trends.
• Fieldwork : This involves conducting on-site research in a particular location, such as visiting a historical site or conducting ethnographic research in a particular community. Fieldwork can provide a firsthand understanding of the culture and environment being studied.
• Content analysis: This involves analyzing the content of media from the past, such as films, television programs, and advertisements, to gain insights into cultural attitudes and beliefs.

Data Analysis Methods

• Content analysis : This involves analyzing the content of written or visual material, such as books, newspapers, or photographs, to identify patterns and themes. Content analysis can be used to identify changes in cultural values and beliefs over time.
• Textual analysis : This involves analyzing written texts, such as letters or diaries, to understand the experiences and perspectives of individuals during a particular historical period. Textual analysis can provide insights into how people lived and thought in the past.
• Discourse analysis : This involves analyzing how language is used to construct meaning and power relations in a particular historical period. Discourse analysis can help to identify how social and political ideologies were constructed and maintained over time.
• Statistical analysis: This involves using statistical methods to analyze numerical data, such as census records or economic data, to identify patterns and trends. Statistical analysis can help to identify changes in population demographics, economic conditions, and other factors over time.
• Comparative analysis : This involves comparing data from two or more historical periods or events to identify similarities and differences. Comparative analysis can help to identify patterns and trends that may not be apparent from analyzing data from a single historical period.
• Qualitative analysis: This involves analyzing non-numerical data, such as oral history interviews or ethnographic field notes, to identify themes and patterns. Qualitative analysis can provide a rich understanding of the experiences and perspectives of individuals in the past.

Historical Research Methodology

Here are the general steps involved in historical research methodology:

• Define the research question: Start by identifying a research question that you want to answer through your historical research. This question should be focused, specific, and relevant to your research goals.
• Review the literature: Conduct a review of the existing literature on the topic of your research question. This can involve reading books, articles, and academic papers to gain a thorough understanding of the existing research.
• Develop a research design : Develop a research design that outlines the methods you will use to collect and analyze data. This design should be based on the research question and should be feasible given the resources and time available.
• Collect data: Use the methods outlined in your research design to collect data on past events, people, and cultures. This can involve archival research, oral history interviews, artifact analysis, and other data collection methods.
• Analyze data : Analyze the data you have collected using the methods outlined in your research design. This can involve content analysis, textual analysis, statistical analysis, and other data analysis methods.
• Interpret findings : Use the results of your data analysis to draw meaningful insights and conclusions related to your research question. These insights should be grounded in the data and should be relevant to the research goals.
• Communicate results: Communicate your findings through a research report, academic paper, or other means. This should be done in a clear, concise, and well-organized manner, with appropriate citations and references to the literature.

Applications of Historical Research

Historical research has a wide range of applications in various fields, including:

• Education : Historical research can be used to develop curriculum materials that reflect a more accurate and inclusive representation of history. It can also be used to provide students with a deeper understanding of past events and cultures.
• Museums : Historical research is used to develop exhibits, programs, and other materials for museums. It can provide a more accurate and engaging presentation of historical events and artifacts.
• Public policy : Historical research is used to inform public policy decisions by providing insights into the historical context of current issues. It can also be used to evaluate the effectiveness of past policies and programs.
• Business : Historical research can be used by businesses to understand the evolution of their industry and to identify trends that may affect their future success. It can also be used to develop marketing strategies that resonate with customers’ historical interests and values.
• Law : Historical research is used in legal proceedings to provide evidence and context for cases involving historical events or practices. It can also be used to inform the development of new laws and policies.
• Genealogy : Historical research can be used by individuals to trace their family history and to understand their ancestral roots.
• Cultural preservation : Historical research is used to preserve cultural heritage by documenting and interpreting past events, practices, and traditions. It can also be used to identify and preserve historical landmarks and artifacts.

Examples of Historical Research

Examples of Historical Research are as follows:

• Examining the history of race relations in the United States: Historical research could be used to explore the historical roots of racial inequality and injustice in the United States. This could help inform current efforts to address systemic racism and promote social justice.
• Tracing the evolution of political ideologies: Historical research could be used to study the development of political ideologies over time. This could help to contextualize current political debates and provide insights into the origins and evolution of political beliefs and values.
• Analyzing the impact of technology on society : Historical research could be used to explore the impact of technology on society over time. This could include examining the impact of previous technological revolutions (such as the industrial revolution) on society, as well as studying the current impact of emerging technologies on society and the environment.
• Documenting the history of marginalized communities : Historical research could be used to document the history of marginalized communities (such as LGBTQ+ communities or indigenous communities). This could help to preserve cultural heritage, promote social justice, and promote a more inclusive understanding of history.

Purpose of Historical Research

The purpose of historical research is to study the past in order to gain a better understanding of the present and to inform future decision-making. Some specific purposes of historical research include:

• To understand the origins of current events, practices, and institutions : Historical research can be used to explore the historical roots of current events, practices, and institutions. By understanding how things developed over time, we can gain a better understanding of the present.
• To develop a more accurate and inclusive understanding of history : Historical research can be used to correct inaccuracies and biases in historical narratives. By exploring different perspectives and sources of information, we can develop a more complete and nuanced understanding of history.
• To inform decision-making: Historical research can be used to inform decision-making in various fields, including education, public policy, business, and law. By understanding the historical context of current issues, we can make more informed decisions about how to address them.
• To preserve cultural heritage : Historical research can be used to document and preserve cultural heritage, including traditions, practices, and artifacts. By understanding the historical significance of these cultural elements, we can work to preserve them for future generations.
• To stimulate curiosity and critical thinking: Historical research can be used to stimulate curiosity and critical thinking about the past. By exploring different historical perspectives and interpretations, we can develop a more critical and reflective approach to understanding history and its relevance to the present.

When to use Historical Research

Historical research can be useful in a variety of contexts. Here are some examples of when historical research might be particularly appropriate:

• When examining the historical roots of current events: Historical research can be used to explore the historical roots of current events, practices, and institutions. By understanding how things developed over time, we can gain a better understanding of the present.
• When examining the historical context of a particular topic : Historical research can be used to explore the historical context of a particular topic, such as a social issue, political debate, or scientific development. By understanding the historical context, we can gain a more nuanced understanding of the topic and its significance.
• When exploring the evolution of a particular field or discipline : Historical research can be used to explore the evolution of a particular field or discipline, such as medicine, law, or art. By understanding the historical development of the field, we can gain a better understanding of its current state and future directions.
• When examining the impact of past events on current society : Historical research can be used to examine the impact of past events (such as wars, revolutions, or social movements) on current society. By understanding the historical context and impact of these events, we can gain insights into current social and political issues.
• When studying the cultural heritage of a particular community or group : Historical research can be used to document and preserve the cultural heritage of a particular community or group. By understanding the historical significance of cultural practices, traditions, and artifacts, we can work to preserve them for future generations.

Characteristics of Historical Research

The following are some characteristics of historical research:

• Focus on the past : Historical research focuses on events, people, and phenomena of the past. It seeks to understand how things developed over time and how they relate to current events.
• Reliance on primary sources: Historical research relies on primary sources such as letters, diaries, newspapers, government documents, and other artifacts from the period being studied. These sources provide firsthand accounts of events and can help researchers gain a more accurate understanding of the past.
• Interpretation of data : Historical research involves interpretation of data from primary sources. Researchers analyze and interpret data to draw conclusions about the past.
• Use of multiple sources: Historical research often involves using multiple sources of data to gain a more complete understanding of the past. By examining a range of sources, researchers can cross-reference information and validate their findings.
• Importance of context: Historical research emphasizes the importance of context. Researchers analyze the historical context in which events occurred and consider how that context influenced people’s actions and decisions.
• Subjectivity : Historical research is inherently subjective, as researchers interpret data and draw conclusions based on their own perspectives and biases. Researchers must be aware of their own biases and strive for objectivity in their analysis.
• Importance of historical significance: Historical research emphasizes the importance of historical significance. Researchers consider the historical significance of events, people, and phenomena and their impact on the present and future.
• Use of qualitative methods : Historical research often uses qualitative methods such as content analysis, discourse analysis, and narrative analysis to analyze data and draw conclusions about the past.

Advantages of Historical Research

There are several advantages to historical research:

• Provides a deeper understanding of the past : Historical research can provide a more comprehensive understanding of past events and how they have shaped current social, political, and economic conditions. This can help individuals and organizations make informed decisions about the future.
• Helps preserve cultural heritage: Historical research can be used to document and preserve cultural heritage. By studying the history of a particular culture, researchers can gain insights into the cultural practices and beliefs that have shaped that culture over time.
• Provides insights into long-term trends : Historical research can provide insights into long-term trends and patterns. By studying historical data over time, researchers can identify patterns and trends that may be difficult to discern from short-term data.
• Facilitates the development of hypotheses: Historical research can facilitate the development of hypotheses about how past events have influenced current conditions. These hypotheses can be tested using other research methods, such as experiments or surveys.
• Helps identify root causes of social problems : Historical research can help identify the root causes of social problems. By studying the historical context in which these problems developed, researchers can gain a better understanding of how they emerged and what factors may have contributed to their development.
• Provides a source of inspiration: Historical research can provide a source of inspiration for individuals and organizations seeking to address current social, political, and economic challenges. By studying the accomplishments and struggles of past generations, researchers can gain insights into how to address current challenges.

Limitations of Historical Research

Some Limitations of Historical Research are as follows:

• Reliance on incomplete or biased data: Historical research is often limited by the availability and quality of data. Many primary sources have been lost, destroyed, or are inaccessible, making it difficult to get a complete picture of historical events. Additionally, some primary sources may be biased or represent only one perspective on an event.
• Difficulty in generalizing findings: Historical research is often specific to a particular time and place and may not be easily generalized to other contexts. This makes it difficult to draw broad conclusions about human behavior or social phenomena.
• Lack of control over variables : Historical research often lacks control over variables. Researchers cannot manipulate or control historical events, making it difficult to establish cause-and-effect relationships.
• Subjectivity of interpretation : Historical research is often subjective because researchers must interpret data and draw conclusions based on their own biases and perspectives. Different researchers may interpret the same data differently, leading to different conclusions.
• Limited ability to test hypotheses: Historical research is often limited in its ability to test hypotheses. Because the events being studied have already occurred, researchers cannot manipulate variables or conduct experiments to test their hypotheses.
• Lack of objectivity: Historical research is often subjective, and researchers must be aware of their own biases and strive for objectivity in their analysis. However, it can be difficult to maintain objectivity when studying events that are emotionally charged or controversial.
• Limited generalizability: Historical research is often limited in its generalizability, as the events and conditions being studied may be specific to a particular time and place. This makes it difficult to draw broad conclusions that apply to other contexts or time periods.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Historical Research

One of the most significant historical events that changed the world is the invention of written language around 3500-3000 BCE in Sumer. Originally, Sumerians started to use  writing  to communicate with people from other cities and regions to trade resources. From then on, they did multiple enhancements on the invention to maximize its use. Today, needless to say, this invention has been serving us its purpose in many ways, such as in developing  procedure documentation  and writing a research paper for historical research.

What Is Historical Research?

Historical research is a research methodology that allows people to study past events that have molded the present. This investigation involves systematically retaking the pieces of information from one or more data sources which can let you, as a researcher or a detective, create a theory of how a phenomenon happened to be in its present situation. Although this type of research usually uses primary sources, such as journals and testimonies in many forms, the data it gets may also come from secondary sources, such as textbooks in the public library, newspapers, etc. Due to the nature of historical research, comparing and preserving historical records can also be good reasons to conduct this kind of research.

Strong Historical Research Design

For effective execution of the data collection and analysis for historical research in education and other fields, you will need a strong research design that includes the following stages.

1. Data Collection

We have mentioned earlier that in gathering the necessary data for historical research, you can use either or both primary and secondary data sources. Additionally, although this research is under the vast category of qualitative research , you can use quantitative data to interpret the facts you use.

2. Data Criticism

One of the advantages of conducting historical research is, aside from the present, you may gather evidence to explain the event that is yet to happen, which can be a delicate piece of information. In coming up with an explanation about a future phenomenon, you must evaluate the reliability of your sources. You can do it through  internal and external validity . Through an external validity, you can determine the authenticity of a reference. Meanwhile, with internal validity, you can ensure that the data you gather is reliable by interpreting the content correctly.

3. Data Presentation

Once you have assured that the data you have collected is competent enough, you will analyze it and test the hypothesis of your research. We recommend you to do this step carefully since you will use logical methods instead of statistical tools. Avoid over-simplifying details and incorporating personal observations.

10+ Historical Research Examples

Now, you know the elements to include in your research. Let’s take a look at how researchers write their history research paper.

1. Biography of Historical Research Example

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2. Historical Research in Library Example

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3. Historical Reserch Agenda Example

4. Sample Historical Research Example

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5. Historical Research Information Systems Research Example

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6. Historical Research in Social Work Example

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7. Stndard Historical Research Example

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8. Legal History and Historical Research Example

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9. Methods and Principles of Historical Research Example

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10. Historical Research in Communication Example

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11. Historical Research in Education Example

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Best Practices in Conducting Historical Research

Now that you know almost everything that you need to cover about historical research, strengthen your project by keeping the following guidelines in mind.

1. Narrow Down the Direction of Your Project

Before you start writing your research paper , think of the topic that you choose to research. List down the research questions that you will focus on throughout the research process. Gather useful information and take note of the source information such as the author, etc. Then, decide on the specific type of information that you want to focus on. These steps will ensure that your research will not go astray.

2. Be Mindful of Your Sources

There are many sources available to gather information for your inquiry, especially on the internet. However, the question is, are these contents reliable enough? For historical research, we recommend you to ask assistance to the public librarians or historical consultants before you incorporate the information that you have gathered from the internet and the library.

3. Balance your Searches

Nowadays, you can always find the information that you need through the internet. However, when conducting research, you must do well-balanced data gathering. Meaning, aside from one source like the internet, you can gather data that you can only find in a particular root. A good example is local news.

4. Dig Deeper

It is essential to narrow down the scope of your research. It will be more interesting if you use the information that you have gathered to know more about a particular event or topic. It can also be an excellent way to find new leads that can support your research.

Countless historical events changed the way we perceive things. Among these phenomena, is the invention of written language. It also allows us to know how to deal with the obstacles that we are yet to encounter. Enlighten the people of a significant phenomenon by applying what you learned today to the research project that you are going to conduct.

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How to Write a History Research Paper

• How do I pick a topic?
• But I can’t find any material…

Research Guide

Writing guide.

See also: How to Write a Good History Essay

1. How do I pick a topic?

Picking a topic is perhaps the most important step in writing a research paper. To do it well requires several steps of refinement. First you have to determine a general area in which you have an interest (if you aren’t interested, your readers won’t be either). You do not write a paper “about the Civil War,” however, for that is such a large and vague concept that the paper will be too shallow or you will be swamped with information. The next step is to narrow your topic. Are you interested in comparison? battles? social change? politics? causes? biography? Once you reach this stage try to formulate your research topic as a question. For example, suppose that you decide to write a paper on the use of the films of the 1930’s and what they can tell historians about the Great Depression. You might turn that into the following question: “What are the primary values expressed in films of the 1930’s?” Or you might ask a quite different question, “What is the standard of living portrayed in films of the 1930’s?” There are other questions, of course, which you could have asked, but these two clearly illustrate how different two papers on the same general subject might be. By asking yourself a question as a means of starting research on a topic you will help yourself find the answers. You also open the door to loading the evidence one way or another. It will help you decide what kinds of evidence might be pertinent to your question, and it can also twist perceptions of a topic. For example, if you ask a question about economics as motivation, you are not likely to learn much about ideals, and vice versa.

2. But I can’t find any material…

No one should pick a topic without trying to figure out how one could discover pertinent information, nor should anyone settle on a topic before getting some background information about the general area. These two checks should make sure your paper is in the realm of the possible. The trick of good research is detective work and imaginative thinking on how one can find information. First try to figure out what kinds of things you should know about a topic to answer your research question. Are there statistics? Do you need personal letters? What background information should be included? Then if you do not know how to find that particular kind of information, ASK . A reference librarian or professor is much more likely to be able to steer you to the right sources if you can ask a specific question such as “Where can I find statistics on the number of interracial marriages?” than if you say “What can you find on racial attitudes?”

Use the footnotes and bibliographies of general background books as well as reference aids to lead you to special studies. If Carleton does not have the books or sources you need, try ordering through the library minitex. Many sources are also available on-line.

As your research paper takes shape you will find that you need background on people, places, events, etc. Do not just rely on some general survey for all of your background. Check the several good dictionaries of biography for background on people, or see if there is a standard book-length biography. If you are dealing with a legal matter check into the background of the judges who make the court decision and the circumstances surrounding the original incident or law. Try looking for public opinions in newspapers of the time. In other words, each bit of information you find should open the possibility of other research paths.

Learn to use several research techniques. You cannot count on a good research paper coming from browsing on one shelf at the library. A really pertinent book may be hidden in another section of the library due to classification quirks. The Readers’ Guide (Ref. A13 .R4) is not the only source for magazine articles, nor the card catalog for books. There are whole books which are listings of other books on particular topics. There are specialized indexes of magazine articles. Modern History Journals are indexed in the Social Studies and Humanities Index (Ref. A13 .R282) before 1976 After 1976 use the Social Sciences Index (REF A13 .S62) and the Humanities Index (Ref. A13 .H85). See also Historical Abstracts (Ref. D1 .H5). Reference Librarians would love to help you learn to use these research tools. It pays to browse in the reference room at the library and poke into the guides which are on the shelves. It also pays to browse the Internet.

3. Help! How do I put this together?

A. preliminary research:.

If you do not already have a general background on your topic, get the most recent good general source on the topic and read it for general orientation. On the basis of that reading formulate as clearly focused question as you can. You should generally discuss with your professor at that point whether your question is a feasible one.

B. Building a Basic Bibliography:

Use the bibliography/notes in your first general source, MUSE, and especially Historical Abstracts on cd-rom in the Library Reading Room (the computer farthest to the left in the front row as you walk past the Reference Desk — or ask there). If there is a specialized bibliography on your topic, you will certainly want to consult that as well, but these are often a bit dated.

C. Building a Full Bibliography:

Read the recent articles or chapters that seem to focus on your topic best. This will allow you to focus your research question quite a bit. Use the sources cited and/or discussed in this reading to build a full bibliography. Use such tools as Historical Abstracts (or, depending on your topic, the abstracts from a different field) and a large, convenient computer-based national library catalog (e.g. the University of California system from the “Libs” command in your VAX account or the smaller University of Minnesota library through MUSE) to check out your sources fully. For specific article searches “Uncover” (press returns for the “open access”) or possibly (less likely for history) “First Search” through “Connect to Other Resources” in MUSE can also be useful.

D. Major Research:

Now do the bulk of your research. But do not overdo it. Do not fall into the trap of reading and reading to avoid getting started on the writing. After you have the bulk of information you might need, start writing. You can fill in the smaller gaps of your research more effectively later.

A. Outline:

Write a preliminary thesis statement, expressing what you believe your major argument(s) will be. Sketch out a broad outline that indicates the structure — main points and subpoints or your argument as it seems at this time. Do not get too detailed at this point.

B. The First Draft:

On the basis of this thesis statement and outline, start writing, even pieces, as soon as you have enough information to start. Do not wait until you have filled all the research gaps. Keep on writing. If you run into smaller research questions just mark the text with a searchable symbol. It is important that you try to get to the end point of this writing as soon as possible, even if you leave pieces still in outline form at first and then fill the gaps after you get to the end.

Critical advice for larger papers: It is often more effective not to start at the point where the beginning of your paper will be. Especially the introductory paragraph is often best left until later, when you feel ready and inspired.

C. The Second Draft:

The “second draft” is a fully re-thought and rewritten version of your paper. It is at the heart of the writing process.

First, lay your first draft aside for a day or so to gain distance from it. After that break, read it over with a critical eye as you would somebody else’s paper (well, almost!). You will probably find that your first draft is still quite descriptive, rather than argumentative. It is likely to wander; your perspective and usually even the thesis seemed to change/develop as you wrote. Don’t despair. That is perfectly normal even for experienced writers (even after 40 years and a good deal of published work!). You will be frustrated. But keep questioning your paper along the following lines: What precisely are my key questions? What parts of my evidence here are really pertinent to those questions (that is, does it help me answer them)? How or in what order can I structure my paper most effectively to answer those questions most clearly and efficiently for my reader?

At this point you must outline your paper freshly. Mark up your first draft, ask tough questions whether your argument is clear and whether the order in which you present your points is effective! You must write conceptually a new paper at this point, even if you can use paragraphs and especially quotes, factual data in the new draft.

It is critical that in your new draft your paragraphs start with topic sentences that identify the argument you will be making in the particular paragraph (sometimes this can be strings of two or three paragraphs). The individual steps in your argument must be clearly reflected in the topic sentences of your paragraphs (or a couple of them linked).

D. The Third or Final Draft:

You are now ready to check for basic rules of good writing. This is when you need to check the diction, that is, the accuracy and suitability of words. Eliminate unnecessary passive or awkward noun constructions (active-voice, verbal constructions are usually more effective); improve the flow of your transitions; avoid repetitions or split infinitives; correct apostrophes in possessives and such. Make the style clear and smooth. Check that the start of your paper is interesting for the reader. Last but not least, cut out unnecessary verbiage and wordiness. Spell-check and proof-read.

– Diethelm Prowe, 1998

A Step-by-Step Guide to Doing Historical Research [without getting hysterical!] In addition to being a scholarly investigation, research is a social activity intended to create new knowledge. Historical research is your informed response to the questions that you ask while examining the record of human experience. These questions may concern such elements as looking at an event or topic, examining events that lead to the event in question, social influences, key players, and other contextual information. This step-by-step guide progresses from an introduction to historical resources to information about how to identify a topic, craft a thesis and develop a research paper. Table of contents: The Range and Richness of Historical Sources Secondary Sources Primary Sources Historical Analysis What is it? Who, When, Where, What and Why: The Five "W"s Topic, Thesis, Sources Definition of Terms Choose a Topic Craft a Thesis Evaluate Thesis and Sources A Variety of Information Sources Take Efficient Notes Note Cards Thinking, Organizing, Researching Parenthetical Documentation Prepare a Works Cited Page Drafting, Revising, Rewriting, Rethinking For Further Reading: Works Cited Additional Links So you want to study history?! Tons of help and links Slatta Home Page Use the Writing and other links on the lefhand menu I. The Range and Richness of Historical Sources Back to Top Every period leaves traces, what historians call "sources" or evidence. Some are more credible or carry more weight than others; judging the differences is a vital skill developed by good historians. Sources vary in perspective, so knowing who created the information you are examining is vital. Anonymous doesn't make for a very compelling source. For example, an FBI report on the antiwar movement, prepared for U.S. President Richard Nixon, probably contained secrets that at the time were thought to have affected national security. It would not be usual, however, for a journalist's article about a campus riot, featured in a local newspaper, to leak top secret information. Which source would you read? It depends on your research topic. If you're studying how government officials portrayed student activists, you'll want to read the FBI report and many more documents from other government agencies such as the CIA and the National Security Council. If you're investigating contemporary opinion of pro-war and anti-war activists, local newspaper accounts provide a rich resource. You'd want to read a variety of newspapers to ensure you're covering a wide range of opinions (rural/urban, left/right, North/South, Soldier/Draft-dodger, etc). Historians classify sources into two major categories: primary and secondary sources. Secondary Sources Back to Top Definition: Secondary sources are created by someone who was either not present when the event occurred or removed from it in time. We use secondary sources for overview information, to familiarize ourselves with a topic, and compare that topic with other events in history. In refining a research topic, we often begin with secondary sources. This helps us identify gaps or conflicts in the existing scholarly literature that might prove promsing topics. Types: History books, encyclopedias, historical dictionaries, and academic (scholarly) articles are secondary sources. To help you determine the status of a given secondary source, see How to identify and nagivate scholarly literature . Examples: Historian Marilyn Young's (NYU) book about the Vietnam War is a secondary source. She did not participate in the war. Her study is not based on her personal experience but on the evidence she culled from a variety of sources she found in the United States and Vietnam. Primary Sources Back to Top Definition: Primary sources emanate from individuals or groups who participated in or witnessed an event and recorded that event during or immediately after the event. They include speeches, memoirs, diaries, letters, telegrams, emails, proclamations, government documents, and much more. Examples: A student activist during the war writing about protest activities has created a memoir. This would be a primary source because the information is based on her own involvement in the events she describes. Similarly, an antiwar speech is a primary source. So is the arrest record of student protesters. A newspaper editorial or article, reporting on a student demonstration is also a primary source. II. Historical Analysis What is it? Back to Top No matter what you read, whether it's a primary source or a secondary source, you want to know who authored the source (a trusted scholar? A controversial historian? A propagandist? A famous person? An ordinary individual?). "Author" refers to anyone who created information in any medium (film, sound, or text). You also need to know when it was written and the kind of audience the author intend to reach. You should also consider what you bring to the evidence that you examine. Are you inductively following a path of evidence, developing your interpretation based on the sources? Do you have an ax to grind? Did you begin your research deductively, with your mind made up before even seeing the evidence. Historians need to avoid the latter and emulate the former. To read more about the distinction, examine the difference between Intellectual Inquirers and Partisan Ideologues . In the study of history, perspective is everything. A letter written by a twenty- year old Vietnam War protestor will differ greatly from a letter written by a scholar of protest movements. Although the sentiment might be the same, the perspective and influences of these two authors will be worlds apart. Practicing the " 5 Ws " will avoid the confusion of the authority trap. Who, When, Where, What and Why: The Five "W"s Back to Top Historians accumulate evidence (information, including facts, stories, interpretations, opinions, statements, reports, etc.) from a variety of sources (primary and secondary). They must also verify that certain key pieces of information are corroborated by a number of people and sources ("the predonderance of evidence"). The historian poses the " 5 Ws " to every piece of information he examines: Who is the historical actor? When did the event take place? Where did it occur? What did it entail and why did it happen the way it did? The " 5 Ws " can also be used to evaluate a primary source. Who authored the work? When was it created? Where was it created, published, and disseminated? Why was it written (the intended audience), and what is the document about (what points is the author making)? If you know the answers to these five questions, you can analyze any document, and any primary source. The historian doesn't look for the truth, since this presumes there is only one true story. The historian tries to understand a number of competing viewpoints to form his or her own interpretation-- what constitutes the best explanation of what happened and why. By using as wide a range of primary source documents and secondary sources as possible, you will add depth and richness to your historical analysis. The more exposure you, the researcher, have to a number of different sources and differing view points, the more you have a balanced and complete view about a topic in history. This view will spark more questions and ultimately lead you into the quest to unravel more clues about your topic. You are ready to start assembling information for your research paper. III. Topic, Thesis, Sources Definition of Terms Back to Top Because your purpose is to create new knowledge while recognizing those scholars whose existing work has helped you in this pursuit, you are honor bound never to commit the following academic sins: Plagiarism: Literally "kidnapping," involving the use of someone else's words as if they were your own (Gibaldi 6). To avoid plagiarism you must document direct quotations, paraphrases, and original ideas not your own. Recycling: Rehashing material you already know thoroughly or, without your professor's permission, submitting a paper that you have completed for another course. Premature cognitive commitment: Academic jargon for deciding on a thesis too soon and then seeking information to serve that thesis rather than embarking on a genuine search for new knowledge. Choose a Topic Back to Top "Do not hunt for subjects, let them choose you, not you them." --Samuel Butler Choosing a topic is the first step in the pursuit of a thesis. Below is a logical progression from topic to thesis: Close reading of the primary text, aided by secondary sources Growing awareness of interesting qualities within the primary text Choosing a topic for research Asking productive questions that help explore and evaluate a topic Creating a research hypothesis Revising and refining a hypothesis to form a working thesis First, and most important, identify what qualities in the primary or secondary source pique your imagination and curiosity and send you on a search for answers. Bloom's taxonomy of cognitive levels provides a description of productive questions asked by critical thinkers. While the lower levels (knowledge, comprehension) are necessary to a good history essay, aspire to the upper three levels (analysis, synthesis, evaluation). Skimming reference works such as encyclopedias, books, critical essays and periodical articles can help you choose a topic that evolves into a hypothesis, which in turn may lead to a thesis. One approach to skimming involves reading the first paragraph of a secondary source to locate and evaluate the author's thesis. Then for a general idea of the work's organization and major ideas read the first and last sentence of each paragraph. Read the conclusion carefully, as it usually presents a summary (Barnet and Bedau 19). Craft a Thesis Back to Top Very often a chosen topic is too broad for focused research. You must revise it until you have a working hypothesis, that is, a statement of an idea or an approach with respect to the source that could form the basis for your thesis. Remember to not commit too soon to any one hypothesis. Use it as a divining rod or a first step that will take you to new information that may inspire you to revise your hypothesis. Be flexible. Give yourself time to explore possibilities. The hypothesis you create will mature and shift as you write and rewrite your paper. New questions will send you back to old and on to new material. Remember, this is the nature of research--it is more a spiraling or iterative activity than a linear one. Test your working hypothesis to be sure it is: broad enough to promise a variety of resources. narrow enough for you to research in depth. original enough to interest you and your readers. worthwhile enough to offer information and insights of substance "do-able"--sources are available to complete the research. Now it is time to craft your thesis, your revised and refined hypothesis. A thesis is a declarative sentence that: focuses on one well-defined idea makes an arguable assertion; it is capable of being supported prepares your readers for the body of your paper and foreshadows the conclusion. Evaluate Thesis and Sources Back to Top Like your hypothesis, your thesis is not carved in stone. You are in charge. If necessary, revise it during the research process. As you research, continue to evaluate both your thesis for practicality, originality, and promise as a search tool, and secondary sources for relevance and scholarliness. The following are questions to ask during the research process: Are there many journal articles and entire books devoted to the thesis, suggesting that the subject has been covered so thoroughly that there may be nothing new to say? Does the thesis lead to stimulating, new insights? Are appropriate sources available? Is there a variety of sources available so that the bibliography or works cited page will reflect different kinds of sources? Which sources are too broad for my thesis? Which resources are too narrow? Who is the author of the secondary source? Does the critic's background suggest that he/she is qualified? After crafting a thesis, consider one of the following two approaches to writing a research paper: Excited about your thesis and eager to begin? Return to the primary or secondary source to find support for your thesis. Organize ideas and begin writing your first draft. After writing the first draft, have it reviewed by your peers and your instructor. Ponder their suggestions and return to the sources to answer still-open questions. Document facts and opinions from secondary sources. Remember, secondary sources can never substitute for primary sources. Confused about where to start? Use your thesis to guide you to primary and secondary sources. Secondary sources can help you clarify your position and find a direction for your paper. Keep a working bibliography. You may not use all the sources you record, but you cannot be sure which ones you will eventually discard. Create a working outline as you research. This outline will, of course, change as you delve more deeply into your subject. A Variety of Information Sources Back to Top "A mind that is stretched to a new idea never returns to its original dimension." --Oliver Wendell Holmes Your thesis and your working outline are the primary compasses that will help you navigate the variety of sources available. In "Introduction to the Library" (5-6) the MLA Handbook for Writers of Research Papers suggests you become familiar with the library you will be using by: taking a tour or enrolling for a brief introductory lecture referring to the library's publications describing its resources introducing yourself and your project to the reference librarian The MLA Handbook also lists guides for the use of libraries (5), including: Jean Key Gates, Guide to the Use of Libraries and Information Sources (7th ed., New York: McGraw, 1994). Thomas Mann, A Guide to Library Research Methods (New York: Oxford UP, 1987). Online Central Catalog Most libraries have their holdings listed on a computer. The online catalog may offer Internet sites, Web pages and databases that relate to the university's curriculum. It may also include academic journals and online reference books. Below are three search techniques commonly used online: Index Search: Although online catalogs may differ slightly from library to library, the most common listings are by: Subject Search: Enter the author's name for books and article written about the author. Author Search: Enter an author's name for works written by the author, including collections of essays the author may have written about his/her own works. Title Search: Enter a title for the screen to list all the books the library carries with that title. Key Word Search/Full-text Search: A one-word search, e.g., 'Kennedy,' will produce an overwhelming number of sources, as it will call up any entry that includes the name 'Kennedy.' To focus more narrowly on your subject, add one or more key words, e.g., "John Kennedy, Peace Corps." Use precise key words. Boolean Search: Boolean Search techniques use words such as "and," "or," and "not," which clarify the relationship between key words, thus narrowing the search. Take Efficient Notes Back to Top Keeping complete and accurate bibliography and note cards during the research process is a time (and sanity) saving practice. If you have ever needed a book or pages within a book, only to discover that an earlier researcher has failed to return it or torn pages from your source, you understand the need to take good notes. Every researcher has a favorite method for taking notes. Here are some suggestions-- customize one of them for your own use. Bibliography cards There may be far more books and articles listed than you have time to read, so be selective when choosing a reference. Take information from works that clearly relate to your thesis, remembering that you may not use them all. Use a smaller or a different color card from the one used for taking notes. Write a bibliography card for every source. Number the bibliography cards. On the note cards, use the number rather than the author's name and the title. It's faster. Another method for recording a working bibliography, of course, is to create your own database. Adding, removing, and alphabetizing titles is a simple process. Be sure to save often and to create a back-up file. A bibliography card should include all the information a reader needs to locate that particular source for further study. Most of the information required for a book entry (Gibaldi 112): Author's name Title of a part of the book [preface, chapter titles, etc.] Title of the book Name of the editor, translator, or compiler Edition used Number(s) of the volume(s) used Name of the series Place of publication, name of the publisher, and date of publication Page numbers Supplementary bibliographic information and annotations Most of the information required for an article in a periodical (Gibaldi 141): Author's name Title of the article Name of the periodical Series number or name (if relevant) Volume number (for a scholarly journal) Issue number (if needed) Date of publication Page numbers Supplementary information For information on how to cite other sources refer to your So you want to study history page . Note Cards Back to Top Take notes in ink on either uniform note cards (3x5, 4x6, etc.) or uniform slips of paper. Devote each note card to a single topic identified at the top. Write only on one side. Later, you may want to use the back to add notes or personal observations. Include a topical heading for each card. Include the number of the page(s) where you found the information. You will want the page number(s) later for documentation, and you may also want page number(s)to verify your notes. Most novice researchers write down too much. Condense. Abbreviate. You are striving for substance, not quantity. Quote directly from primary sources--but the "meat," not everything. Suggestions for condensing information: Summary: A summary is intended to provide the gist of an essay. Do not weave in the author's choice phrases. Read the information first and then condense the main points in your own words. This practice will help you avoid the copying that leads to plagiarism. Summarizing also helps you both analyze the text you are reading and evaluate its strengths and weaknesses (Barnet and Bedau 13). Outline: Use to identify a series of points. Paraphrase, except for key primary source quotations. Never quote directly from a secondary source, unless the precise wording is essential to your argument. Simplify the language and list the ideas in the same order. A paraphrase is as long as the original. Paraphrasing is helpful when you are struggling with a particularly difficult passage. Be sure to jot down your own insights or flashes of brilliance. Ralph Waldo Emerson warns you to "Look sharply after your thoughts. They come unlooked for, like a new bird seen on your trees, and, if you turn to your usual task, disappear...." To differentiate these insights from those of the source you are reading, initial them as your own. (When the following examples of note cards include the researcher's insights, they will be followed by the initials N. R.) When you have finished researching your thesis and you are ready to write your paper, organize your cards according to topic. Notecards make it easy to shuffle and organize your source information on a table-- or across the floor. Maintain your working outline that includes the note card headings and explores a logical order for presenting them in your paper. IV. Begin Thinking, Researching, Organizing Back to Top Don't be too sequential. Researching, writing, revising is a complex interactive process. Start writing as soon as possible! "The best antidote to writer's block is--to write." (Klauser 15). However, you still feel overwhelmed and are staring at a blank page, you are not alone. Many students find writing the first sentence to be the most daunting part of the entire research process. Be creative. Cluster (Rico 28-49). Clustering is a form of brainstorming. Sometimes called a web, the cluster forms a design that may suggest a natural organization for a paper. Here's a graphical depiction of brainstorming . Like a sun, the generating idea or topic lies at the center of the web. From it radiate words, phrases, sentences and images that in turn attract other words, phrases, sentences and images. Put another way--stay focused. Start with your outline. If clustering is not a technique that works for you, turn to the working outline you created during the research process. Use the outline view of your word processor. If you have not already done so, group your note cards according to topic headings. Compare them to your outline's major points. If necessary, change the outline to correspond with the headings on the note cards. If any area seems weak because of a scarcity of facts or opinions, return to your primary and/or secondary sources for more information or consider deleting that heading. Use your outline to provide balance in your essay. Each major topic should have approximately the same amount of information. Once you have written a working outline, consider two different methods for organizing it. Deduction: A process of development that moves from the general to the specific. You may use this approach to present your findings. However, as noted above, your research and interpretive process should be inductive. Deduction is the most commonly used form of organization for a research paper. The thesis statement is the generalization that leads to the specific support provided by primary and secondary sources. The thesis is stated early in the paper. The body of the paper then proceeds to provide the facts, examples, and analogies that flow logically from that thesis. The thesis contains key words that are reflected in the outline. These key words become a unifying element throughout the paper, as they reappear in the detailed paragraphs that support and develop the thesis. The conclusion of the paper circles back to the thesis, which is now far more meaningful because of the deductive development that supports it. Chronological order A process that follows a traditional time line or sequence of events. A chronological organization is useful for a paper that explores cause and effect. Parenthetical Documentation Back to Top The Works Cited page, a list of primary and secondary sources, is not sufficient documentation to acknowledge the ideas, facts, and opinions you have included within your text. The MLA Handbook for Writers of Research Papers describes an efficient parenthetical style of documentation to be used within the body of your paper. Guidelines for parenthetical documentation: "References to the text must clearly point to specific sources in the list of works cited" (Gibaldi 184). Try to use parenthetical documentation as little as possible. For example, when you cite an entire work, it is preferable to include the author's name in the text. The author's last name followed by the page number is usually enough for an accurate identification of the source in the works cited list. These examples illustrate the most common kinds of documentation. Documenting a quotation: Ex. "The separation from the personal mother is a particularly intense process for a daughter because she has to separate from the one who is the same as herself" (Murdock 17). She may feel abandoned and angry. Note: The author of The Heroine's Journey is listed under Works Cited by the author's name, reversed--Murdock, Maureen. Quoted material is found on page 17 of that book. Parenthetical documentation is after the quotation mark and before the period. Documenting a paraphrase: Ex. In fairy tales a woman who holds the princess captive or who abandons her often needs to be killed (18). Note: The second paraphrase is also from Murdock's book The Heroine's Journey. It is not, however, necessary to repeat the author's name if no other documentation interrupts the two. If the works cited page lists more than one work by the same author, include within the parentheses an abbreviated form of the appropriate title. You may, of course, include the title in your sentence, making it unnecessary to add an abbreviated title in the citation. > Prepare a Works Cited Page Back to Top There are a variety of titles for the page that lists primary and secondary sources (Gibaldi 106-107). A Works Cited page lists those works you have cited within the body of your paper. The reader need only refer to it for the necessary information required for further independent research. Bibliography means literally a description of books. Because your research may involve the use of periodicals, films, art works, photographs, etc. "Works Cited" is a more precise descriptive term than bibliography. An Annotated Bibliography or Annotated Works Cited page offers brief critiques and descriptions of the works listed. A Works Consulted page lists those works you have used but not cited. Avoid using this format. As with other elements of a research paper there are specific guidelines for the placement and the appearance of the Works Cited page. The following guidelines comply with MLA style: The Work Cited page is placed at the end of your paper and numbered consecutively with the body of your paper. Center the title and place it one inch from the top of your page. Do not quote or underline the title. Double space the entire page, both within and between entries. The entries are arranged alphabetically by the author's last name or by the title of the article or book being cited. If the title begins with an article (a, an, the) alphabetize by the next word. If you cite two or more works by the same author, list the titles in alphabetical order. Begin every entry after the first with three hyphens followed by a period. All entries begin at the left margin but subsequent lines are indented five spaces. Be sure that each entry cited on the Works Cited page corresponds to a specific citation within your paper. Refer to the the MLA Handbook for Writers of Research Papers (104- 182) for detailed descriptions of Work Cited entries. Citing sources from online databases is a relatively new phenomenon. Make sure to ask your professor about citing these sources and which style to use. V. Draft, Revise, Rewrite, Rethink Back to Top "There are days when the result is so bad that no fewer than five revisions are required. In contrast, when I'm greatly inspired, only four revisions are needed." --John Kenneth Galbraith Try freewriting your first draft. Freewriting is a discovery process during which the writer freely explores a topic. Let your creative juices flow. In Writing without Teachers , Peter Elbow asserts that "[a]lmost everybody interposes a massive and complicated series of editings between the time words start to be born into consciousness and when they finally come off the end of the pencil or typewriter [or word processor] onto the page" (5). Do not let your internal judge interfere with this first draft. Creating and revising are two very different functions. Don't confuse them! If you stop to check spelling, punctuation, or grammar, you disrupt the flow of creative energy. Create; then fix it later. When material you have researched comes easily to mind, include it. Add a quick citation, one you can come back to later to check for form, and get on with your discovery. In subsequent drafts, focus on creating an essay that flows smoothly, supports fully, and speaks clearly and interestingly. Add style to substance. Create a smooth flow of words, ideas and paragraphs. Rearrange paragraphs for a logical progression of information. Transition is essential if you want your reader to follow you smoothly from introduction to conclusion. Transitional words and phrases stitch your ideas together; they provide coherence within the essay. External transition: Words and phrases that are added to a sentence as overt signs of transition are obvious and effective, but should not be overused, as they may draw attention to themselves and away from ideas. Examples of external transition are "however," "then," "next," "therefore." "first," "moreover," and "on the other hand." Internal transition is more subtle. Key words in the introduction become golden threads when they appear in the paper's body and conclusion. When the writer hears a key word repeated too often, however, she/he replaces it with a synonym or a pronoun. Below are examples of internal transition. Transitional sentences create a logical flow from paragraph to paragraph. Iclude individual words, phrases, or clauses that refer to previous ideas and that point ahead to new ones. They are usually placed at the end or at the beginning of a paragraph. A transitional paragraph conducts your reader from one part of the paper to another. It may be only a few sentences long. Each paragraph of the body of the paper should contain adequate support for its one governing idea. Speak/write clearly, in your own voice. Tone: The paper's tone, whether formal, ironic, or humorous, should be appropriate for the audience and the subject. Voice: Keep you language honest. Your paper should sound like you. Understand, paraphrase, absorb, and express in your own words the information you have researched. Avoid phony language. Sentence formation: When you polish your sentences, read them aloud for word choice and word placement. Be concise. Strunk and White in The Elements of Style advise the writer to "omit needless words" (23). First, however, you must recognize them. Keep yourself and your reader interested. In fact, Strunk's 1918 writing advice is still well worth pondering. First, deliver on your promises. Be sure the body of your paper fulfills the promise of the introduction. Avoid the obvious. Offer new insights. Reveal the unexpected. Have you crafted your conclusion as carefully as you have your introduction? Conclusions are not merely the repetition of your thesis. The conclusion of a research paper is a synthesis of the information presented in the body. Your research has led you to conclusions and opinions that have helped you understand your thesis more deeply and more clearly. Lift your reader to the full level of understanding that you have achieved. Revision means "to look again." Find a peer reader to read your paper with you present. Or, visit your college or university's writing lab. Guide your reader's responses by asking specific questions. Are you unsure of the logical order of your paragraphs? Do you want to know whether you have supported all opinions adequately? Are you concerned about punctuation or grammar? Ask that these issues be addressed. You are in charge. Here are some techniques that may prove helpful when you are revising alone or with a reader. When you edit for spelling errors read the sentences backwards. This procedure will help you look closely at individual words. Always read your paper aloud. Hearing your own words puts them in a new light. Listen to the flow of ideas and of language. Decide whether or not the voice sounds honest and the tone is appropriate to the purpose of the paper and to your audience. Listen for awkward or lumpy wording. Find the one right word, Eliminate needless words. Combine sentences. Kill the passive voice. Eliminate was/were/is/are constructions. They're lame and anti-historical. Be ruthless. If an idea doesn't serve your thesis, banish it, even if it's one of your favorite bits of prose. In the margins, write the major topic of each paragraph. By outlining after you have written the paper, you are once again evaluating your paper's organization. OK, you've got the process down. Now execute! And enjoy! It's not everyday that you get to make history. VI. For Further Reading: Works Cited Back to Top Barnet, Sylvan, and Hugo Bedau. Critical Thinking, Reading, and Writing: A Brief Guide to Argument. Boston: Bedford, 1993. Brent, Doug. Reading as Rhetorical Invention: Knowledge,Persuasion and the Teaching of Research-Based Writing. Urbana: NCTE, 1992. Elbow, Peter. Writing without Teachers. New York: Oxford University Press, 1973. Gibladi, Joseph. MLA Handbook for Writers of Research Papers. 4th ed. New York: Modern Language Association, 1995. Horvitz, Deborah. "Nameless Ghosts: Possession and Dispossession in Beloved." Studies in American Fiction , Vol. 17, No. 2, Autum, 1989, pp. 157-167. Republished in the Literature Research Center. Gale Group. (1 January 1999). Klauser, Henriette Anne. Writing on Both Sides of the Brain: Breakthrough Techniques for People Who Write. Philadelphia: Harper, 1986. Rico, Gabriele Lusser. Writing the Natural Way: Using Right Brain Techniques to Release Your Expressive Powers. Los Angeles: Houghton, 1983. Sorenson, Sharon. The Research Paper: A Contemporary Approach. New York: AMSCO, 1994. Strunk, William, Jr., and E. B. White. The Elements of Style. 3rd ed. New York: MacMillan, 1979. Back to Top This guide adapted from materials published by Thomson Gale, publishers. For free resources, including a generic guide to writing term papers, see the Gale.com website , which also includes product information for schools.

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This guide is an introduction to selected resources available for historical research.  It covers both primary sources (such as diaries, letters, newspaper articles, photographs, government documents and first-hand accounts) and secondary materials (such as books and articles written by historians and devoted to the analysis and interpretation of historical events and evidence).

"Research in history involves developing an understanding of the past through the examination and interpretation of evidence. Evidence may exist in the form of texts, physical remains of historic sites, recorded data, pictures, maps, artifacts, and so on. The historian’s job is to find evidence, analyze its content and biases, corroborate it with further evidence, and use that evidence to develop an interpretation of past events that holds some significance for the present.

Historians use libraries to

• locate primary sources (first-hand information such as diaries, letters, and original documents) for evidence
• find secondary sources (historians’ interpretations and analyses of historical evidence)
• verify factual material as inconsistencies arise"

( Research and Documentation in the Electronic Age, Fifth Edition, by Diana Hacker and Barbara Fister, Bedford/St. Martin, 2010)

This guide is meant to help you work through these steps.

Other helpful guides

This is a list of other historical research guides you may find helpful:

• Learning Historical Research Learning to Do Historical Research: A Primer for Environmental Historians and Others by William Cronon and his students, University of Wisconsin A website designed as a basic introduction to historical research for anyone and everyone who is interested in exploring the past.
• Reading, Writing, and Researching for History: A Guide for College Students by Patrick Rael, Bowdoin College Guide to all aspects of historical scholarship—from reading a history book to doing primary source research to writing a history paper.
• Writing Historical Essays: A Guide for Undergraduates Rutgers History Department guide to writing historical essays
• History Study Guides History study guides created by the Carleton College History Department

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• Last Updated: Mar 4, 2024 12:48 PM
• URL: https://researchguides.library.wisc.edu/introhist

Princeton Correspondents on Undergraduate Research

How to Write a History Research Paper

In my last post, I shared some tips on how to conduct research in history and emphasized that researchers should keep in mind a source’s category (transcript, court document, speech, etc.). This post is something of a sequel to that, as I will share some thoughts on what often follows primary-source research: a history research paper. 

1. Background Reading   The first step to a history research paper is of course, background reading and research. In the context of a class assignment, “background reading” might simply be course readings or lectures, but for independent work, this step will likely involve some quality time on your own in the library. During the background reading phase of your project, keep an eye out for intriguing angles to approach your topic from and any trends that you see across sources (both primary and secondary).

2. T hemes and Context Recounting the simple facts about your topic alone will not make for a successful research paper. One must grasp both the details of events as well as the larger, thematic context of the time period in which they occurred. What’s the scholarly consensus about these themes? Does that consensus seem right to you, after having done primary and secondary research of your own?

3. Develop an Argument  Grappling with answers to the above questions will get you thinking about your emerging argument. For shorter papers, you might identify a gap in the scholarship or come up with an argumentative response to a class prompt rather quickly. Remember: as an undergraduate, you don’t have to come up with (to borrow Philosophy Professor Gideon Rosen’s phrase) ‘a blindingly original theory of everything.’ In other words, finding a nuanced thesis does not mean you have to disprove some famous scholar’s work in its entirety. But, if you’re having trouble defining your thesis, I encourage you not to worry; talk to your professor, preceptor, or, if appropriate, a friend. These people can listen to your ideas, and the simple act of talking about your paper can often go a long way in helping you realize what you want to write about.

4. Outline Your Argument  With a history paper specifically, one is often writing about a sequence of events and trying to tell a story about what happened. Roughly speaking, your thesis is your interpretation of these events, or your take on some aspect of them (i.e. the role of women in New Deal programs). Before opening up Word, I suggest writing down the stages of your argument. Then, outline or organize your notes to know what evidence you’ll use in each of these various stages. If you think your evidence is solid, then you’re probably ready to start writing—and you now have a solid roadmap to work from! But, if this step is proving difficult, you might want to gather more evidence or go back to the thesis drawing board and look for a better angle. I often find myself somewhere between these two extremes (being 100% ready to write or staring at a sparse outline), but that’s also helpful, because it gives me a better idea of where my argument needs strengthening.

5. Prepare Yourself   Once you have some sort of direction for the paper (i.e. a working thesis), you’re getting close to the fun part—the writing itself. Gather your laptop, your research materials/notes, and some snacks, and get ready to settle in to write your paper, following your argument outline. As mentioned in the photo caption, I suggest utilizing large library tables to spread out your notes. This way, you don’t have to constantly flip through binders, notebooks, and printed drafts.

In addition to this step by step approach, I’ll leave you with a few last general tips for approaching a history research paper. Overall, set reasonable goals for your project, and remember that a seemingly daunting task can be broken down into the above constituent phases. And, if nothing else, know that you’ll end up with a nice Word document full of aesthetically pleasing footnotes!

— Shanon FitzGerald, Social Sciences Correspondent

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Thesis Statements

What is a thesis statement.

Your thesis statement is one of the most important parts of your paper.  It expresses your main argument succinctly and explains why your argument is historically significant.  Think of your thesis as a promise you make to your reader about what your paper will argue.  Then, spend the rest of your paper–each body paragraph–fulfilling that promise.

Your thesis should be between one and three sentences long and is placed at the end of your introduction.  Just because the thesis comes towards the beginning of your paper does not mean you can write it first and then forget about it.  View your thesis as a work in progress while you write your paper.  Once you are satisfied with the overall argument your paper makes, go back to your thesis and see if it captures what you have argued.  If it does not, then revise it.  Crafting a good thesis is one of the most challenging parts of the writing process, so do not expect to perfect it on the first few tries.  Successful writers revise their thesis statements again and again.

A successful thesis statement:

• makes an historical argument
• takes a position that requires defending
• is historically specific
• is focused and precise
• answers the question, “so what?”

How to write a thesis statement:

Suppose you are taking an early American history class and your professor has distributed the following essay prompt:

“Historians have debated the American Revolution’s effect on women.  Some argue that the Revolution had a positive effect because it increased women’s authority in the family.  Others argue that it had a negative effect because it excluded women from politics.  Still others argue that the Revolution changed very little for women, as they remained ensconced in the home.  Write a paper in which you pose your own answer to the question of whether the American Revolution had a positive, negative, or limited effect on women.”

Using this prompt, we will look at both weak and strong thesis statements to see how successful thesis statements work.

While this thesis does take a position, it is problematic because it simply restates the prompt.  It needs to be more specific about how  the Revolution had a limited effect on women and  why it mattered that women remained in the home.

Revised Thesis:  The Revolution wrought little political change in the lives of women because they did not gain the right to vote or run for office.  Instead, women remained firmly in the home, just as they had before the war, making their day-to-day lives look much the same.

This revision is an improvement over the first attempt because it states what standards the writer is using to measure change (the right to vote and run for office) and it shows why women remaining in the home serves as evidence of limited change (because their day-to-day lives looked the same before and after the war).  However, it still relies too heavily on the information given in the prompt, simply saying that women remained in the home.  It needs to make an argument about some element of the war’s limited effect on women.  This thesis requires further revision.

Strong Thesis: While the Revolution presented women unprecedented opportunities to participate in protest movements and manage their family’s farms and businesses, it ultimately did not offer lasting political change, excluding women from the right to vote and serve in office.

Few would argue with the idea that war brings upheaval.  Your thesis needs to be debatable:  it needs to make a claim against which someone could argue.  Your job throughout the paper is to provide evidence in support of your own case.  Here is a revised version:

Strong Thesis: The Revolution caused particular upheaval in the lives of women.  With men away at war, women took on full responsibility for running households, farms, and businesses.  As a result of their increased involvement during the war, many women were reluctant to give up their new-found responsibilities after the fighting ended.

Sexism is a vague word that can mean different things in different times and places.  In order to answer the question and make a compelling argument, this thesis needs to explain exactly what  attitudes toward women were in early America, and  how those attitudes negatively affected women in the Revolutionary period.

Strong Thesis: The Revolution had a negative impact on women because of the belief that women lacked the rational faculties of men. In a nation that was to be guided by reasonable republican citizens, women were imagined to have no place in politics and were thus firmly relegated to the home.

This thesis addresses too large of a topic for an undergraduate paper.  The terms “social,” “political,” and “economic” are too broad and vague for the writer to analyze them thoroughly in a limited number of pages.  The thesis might focus on one of those concepts, or it might narrow the emphasis to some specific features of social, political, and economic change.

Strong Thesis: The Revolution paved the way for important political changes for women.  As “Republican Mothers,” women contributed to the polity by raising future citizens and nurturing virtuous husbands.  Consequently, women played a far more important role in the new nation’s politics than they had under British rule.

This thesis is off to a strong start, but it needs to go one step further by telling the reader why changes in these three areas mattered.  How did the lives of women improve because of developments in education, law, and economics?  What were women able to do with these advantages?  Obviously the rest of the paper will answer these questions, but the thesis statement needs to give some indication of why these particular changes mattered.

Strong Thesis: The Revolution had a positive impact on women because it ushered in improvements in female education, legal standing, and economic opportunity.  Progress in these three areas gave women the tools they needed to carve out lives beyond the home, laying the foundation for the cohesive feminist movement that would emerge in the mid-nineteenth century.

Thesis Checklist

When revising your thesis, check it against the following guidelines:

• Does my thesis make an historical argument?
• Does my thesis take a position that requires defending?
• Is my thesis historically specific?
• Is my thesis focused and precise?
• Does my thesis answer the question, “so what?”

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History Research Paper

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Introduction

Diachronic anthropology, the radical left as an intellectual tradition, anthropology of advocacy, rise of fascism, elite theory, conflict approach to history, ideology, revolution, and reaction in history, where is science now, more history research papers:.

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History is both a structured and a dynamic process. The history of history begins with the proposition that it is the telling of history that is important. Objectivity is a specific interpretation that is related to a specific subjective reference point. The social facts a historian deals with are related to dominant but changing social forces that appear dissimilar to people with different points of reference. These social facts and forces are defined in terms of historical trends that are interpreted differently by different historians of the same time period. Historical trends then presuppose that a transformation is happening with these social facts. Changes in the social life of a nation are reflected in the changes in the class structure, and ultimately changes in the productive techniques and social environment.

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Human knowledge as expressed by individual psychology develops collectively through growing up and interacting in a social setting in concert with a changing social environment. Even the language that a people speaks is learned through communication within social groupings. The world as we experience it is created out of the way we see our lives and think about our personal active participation in the events of our lives. This, in turn, is at every point a social creation.

We are products of our social upbringing. Our thoughts and ideas are the invention of a specific set of social, cultural, and historical conditions. We learn through the exchange of ideas in the social setting we participate in.

Each culture within its own historical setting develops a unique worldview. Every culture develops along its own path, with its own thought patterns that are created out of a shared but changing worldview and narration. This is reflected in the way a people responds to events in their world.

Within each society and each ethnic group in that society, different classes often develop different, and sometimes competing, belief arrangements and points of view. Even within classes, different genders and generations develop competing convictions and perspectives. This is true even if people are employing the same symbols and unifying ideologies. These distinctive occurrences in the collective beliefs and attitudes are built on historical paradigms. New sets of assumptions that constitute a way of viewing reality for the community are forged from what is left over from past worldviews, creating an acknowledged understanding that becomes recognized as real. This change develops continuously because life is always changing. Altered circumstances that are lived in the present stand in contrast with past interpretations of life. Because people are active within their social environment, their environment reflects that activity. People interact consciously with their environment. While reacting to their immediate needs, they often create outcomes that have long-term effects. This is in part the nature of social evolution. The result is largely the consequences of our collective actions that are, in fact, unpredicted. This leads to a need for a people to come up with new strategies to come to terms with the changes brought about in the societal ecosystem. History at this point is the story of important modifications.

History reflects recurrent adjustment to a continuously changing environment. There is constant engagement between communities, between individuals within communities, and between people within their larger environment. This alteration also coaxes a persistent reinterpretation of the conventional cardinal philosophy. This is the essence of the enduring human condition.

To understand these changes by using both diachronic anthropology and historical sociology, we begin by observing just how situational truth is. It is not enough to describe a social fact objectively. The historical sociologists/ anthropologists need to also look at the cultural understanding of the fact in the context of the larger society. This includes the careful examination of the motives, values, and interpretations of the participating actors in their lived social drama. In the social sciences, objective explanations are in fact trite, dispassionate accounts, and without cultural understandings, they are basically dull.

Because changes in people’s attitudes reflect changes in their existential reality, a people’s beliefs and point of view are part of any scientific study of society. The actual experience of existence is filtered through a shared worldview that is culturally and historically specific. Each cultural-historical epoch has its own unusual and salient worldview. The historical artifacts of socially created worldviews are the tense interaction between differing worldviews of the historian and the subject matter being studied. The actual threat of domestic communism during the post–World War II era is going to be told differently by historians who came of age in the turmoil of the 1960s and those who came of age in the post– Cold War era, 30 years later. The second set of historians does not have the same sense of moral indignation leveled against the U.S. government’s antisubversive programs.

Along similar lines, particular sociological theories are set in specific historical settings. Established social theories correspond to the position and point of view of the individual who initially set up the theory. The devotees inhabit a distinctive point in the tiered social structure. Each theory, then, has a legitimate perspective given the social site of the researcher.

Any serious study of anthropology or sociology would require that at some point students carefully read the classics while examining the historical context in which they were written. Because the contemporary code of beliefs and philosophies is created out of elements of past theories, the classics remain important to any dynamic study of sociology. Through anthropology, we can better understand the historical and social-cultural context that gives rise to any theory.

For example, the idea that a society is like an integrated organism requires that the writer be living in a modern industrial nation-state. British structural functionalism is set in the early 20th century and is intellectually reflective of the British Empire. The incorporated essence of this society bears a resemblance to an organism. This analogy is derived from the structure of a society in which different institutions, like different organ systems of a living individual, tend to specialize in function. Functionalism reflects the development of a modern industrial society following the French Revolution in Europe. In these societies, because of an integrated market economy, the society moves in the direction of a more centralized and efficient economic and political amalgamation.

A modern industrial society cooks up a multitude of theories developed to explain the same or similar phenomena. The anthropologist or sociologist or historian is a product of this environment. The opposing theories represent conflicting social positions in the same society.

History and 19th-Century Evolutionary Thought

Evolutionary thought began to take root during the 18th-century European Enlightenment. By the second half of the 19th century, evolutionary anthropologists were developing evolutionary thought even before Charles Darwin published On the Origin of Species (1859). Biblical scholars looked on non-European societies as being an erosion of a basic humanity that monotheism, and specifically Christianity, had generated. The evolutionist developed an alternative view by hypothesizing that nonwhites (i.e., nonEuropeans) were a more primitive type of human subspecies. Monotheism was superior to either polytheism or animism. Science was superior to religion and rationalism superior to mysticism. Consequently, European civilization was at the apex of evolutionary development. All other cultures were somewhere along the evolutionary trajectory from early apelike hominids to modern Europeans.

In reaction to universal evolution, Franz Boas became a founding spirit of historical particularism, which claimed that the universal or unilinear evolution, in which Europe was the apex, was teleological and therefore not scientific. British structural functionalism also became antievolutionary in how it saw the separate parts of a society interact to form a cooperating whole as being the focus of their studies; this synchronic theory characterizes the most important goal of any cultural element as being the harmony of the society as a whole. In doing so, history is not the core in these studies. However, history could not be ignored. Change is a constant in all social settings. Therefore, societies must be studied in their historical context. Cultural evolution reemerges as a fact of life.

Historical sociology as a part of diachronic anthropology demonstrates the continuous development of groups, classes, nations, and social institutions in which one set of social organizations replaces earlier examples. In doing this, we learn how each small part interacts with the others in order to establish ever-larger units until we define a global economy.

In the study of the mixture of discrete elements, we learn that these parts come together to provide an interrelated whole. The world is made up of a combination of millions of local communities that are always in a process of transformation. Because of the increasing tempo of change following World War II and the degree of external intrusion in local affairs, process theory developed as a sharp criticism of functionalism by a younger anthropologist hostile to colonialism.

Cultural motifs form themes that condition the evolution of future national designs. A modern way of looking at the world would not have been possible before the advent of the Industrial and Liberal Revolutions. The modern mind-set develops a way of looking at things along the lines of a concept that holds that both the past and the future are real units of time and that this linear time frame is real and related to an ever-changing present. This liberal worldview is a noticeable departure from the previous age in which people saw truth as both absolute and unchanging.

Capitalism, liberal government, industrial technology, and scientific development mutually feed one another. Liberal society began being defined during the Enlightenment of the 18th century, and with Adam Smith’s Wealth of Nations and the Market Economy, its rough outline was delineated. Along the same lines, feudal privilege and the power of religion was being challenged. Science developed in this environment. Modern rational philosophy was the expression of a revolutionary, capitalist bourgeoisie in its assent to power. Empiricism and science became the practical expression of the empowered capitalist class. The growing capitalist economy required the quantitative analysis of market possibilities, production expenses, and technological innovation.

With a market economy, production grows in importance, replacing local subsistence economy. The new market economy was founded on an exchange of values and prices that defined the relationship among production units and thus among individuals. Previously, production and production units were embedded in social obligations. Thus, the expansion of market relations within a society changed the established social relations.

Because liberalism became the dominant worldview, the political changes that followed were revolutionary. Natural law and human nature became the cornerstones of the new philosophy. National identity creates a general spirit of the time and outlook, going beyond local distinctiveness and native uniqueness. “The rights of man” and resistance against tyranny replaced theocratic absolutes. Through revolution in Europe and America and colonialism everywhere else, liberal ideas spread throughout most of the world. As the liberal bourgeois society spread, it destroyed much of the time-honored social organization in traditional society. The ideas of John Locke, Jean Rousseau, Adam Smith, and others helped to define much of the liberal thought, which gained a definition.

History and Conservative Philosophy

The reaction to the spread of liberal society was the expansion and fruition of conservative philosophy. Conservatism came into existence with the advent of liberal capitalism. Because there is a specific connection between beliefs, attitudes, values, and the social circumstances of a particular group, it can be seen that the conservative ideology appeals to those most threatened by the spread of capitalism. By putting an end to the ancient order, a call for its return is likely to follow.

Because of the rise of liberal society and its corresponding worldview, conservative philosophy would be characterized by its way of following and countering an opposition to liberalism. Conservative philosophy was born after and not before liberal philosophy. Because it was a reaction against capitalism, it was a dream of a return either to feudalism in Europe or to a traditional society everywhere else. Because science, empiricism, rationalism, and modern technology coevolved with capitalism, conservatives find a lot to fight against. Because this progressive market economy undermines the ancient order and the saga of heroes—to free both people and resources for production for profit—those who did better under a traditional society will oppose both free enterprise and science. To the conservative, liberalism, capitalism, and modernism were seen as the destruction of all that was decent in life to the conservative thinker.

The conservative movement was a romantic attempt to reestablish traditional communities that existed before capitalism. The capitalist and the working class are a product of capitalism, and both stand to gain nothing by a return to the antique civilization. Thus, both the capitalist and the working class are very much underrepresented in the ranks of the conservative thinker.

Those elements utterly damaged by the development of bourgeois-capitalist society are the small-property owners, such as small farmers, peasants, urban small-business owners, independent artisans, and the self-employed. These factions join forces with the natural leaders of the conservative movement, the large-landed aristocracy with ties to their feudal or traditional past.

With the robust formation of a romantic-conservative movement, a milieu is set up in which some intellectuals, who feel alienated from both bourgeois liberalism and the socialism of the revolutionary working class, can find a home within the setting of the romantic folklore, that is, a vision of what the traditional society was like before the Enlightenment of the 18th century, the Industrial Revolution of the 19th century, and the modern global capitalism of the 20th century. Community is defended against society. The spiritual is seen as preferable to science. Family and kinship are understood as favored over contracts and professional qualifications. The conservatives such as Friedrich Wilhelm Joseph von Schelling or Joseph de Maistre believed that society must be governed by divinely inspired internal principles that are embedded in deep traditional roots, which are culturally embedded and long established within deep historical roots.

With the advancement of the market economy and the Industrial Revolution, a new industrial working class is formed from the disrupted elements of the previous society. These detached fragments come together to form a distinct organic class unique to capitalism. Wage labor is the minimum requirement for the further development of industrial capital. The working class has lost its connection to traditional society and can now be fashioned into an original class within capitalism. Because the very nature of wage labor is creating a surplus for the capitalist, the defining characteristic of the proletariat is exploitation. It is only the natural workers who develop an alternative perspective in opposition to liberal philosophy. Socialism stands in marked opposition to both liberals and conservatives. Because of shared common experiences, socialism can be neither liberal nor conservative.

Along similar lines, many anthropologists see their roles not only as researchers but also as advocates for the people they study. In 1968, anthropologist Helga Kleivan formed the International Work Group for Indigenous Affairs as a human rights support organization to help indigenous peoples define their rights, maintain control over their lands, and maintain their independent existence. Science has served capitalism well by creating this worldview of objectivity in which truth is independent of ethics. Now, these anthropologists claim that they must offer whatever assistance they can to help the surviving indigenous peoples to resist becoming the victims of someone else’s progress.

Fascism is the effect of failed liberalism and the excessive remains of conservatism that has come to nothing. As fascism goes, it absorbs disempowered liberals and disenchanted socialists. Fascism is both activist and irrational. Militant engagement and the intuitive sentiments are glorified over reason and caution. Leadership is virtually made sacred. Elite theory states that history is made by elites, and everyone else simply follows. The acting without regard to science or reason, placing the act of conquest above ethical principles, negates the need for careful analysis or an interpretation of history.

Fascists believe that history at the simplest level, while an intellectually coherent and understandable method of knowledge, disappears. Fascism is the irrational exaltation of the deed, and the antihistorical myth takes priority over history as the imaginative symbols provide the edifice for the simple rendition of a future golden age based on a newly created folklore of the past that is envisioned by the leader. History becomes a lie, and the myth is a creative fiction become real in the hearts of the masses. Only the leader has the vision, and the rest of the population is only glad for the prophet to lead them out of the wilderness.

In the beginning, Fascism was anticapitalist and antisocialist. While destroying socialism by its strong hostility to equality, democracy, and all socialist ideology, it borrows from the people’s socialism in order to make the claim that it speaks to the masses. While being anticapitalist, fascism can never come to power without making peace with the very largesse of capitalists who not only support but also finance it in the quest for power.

Fascism makes an extremely patriotic use of platitudes, catch phrases, flags, symbols, songs, and strong emotions to rally crowds of people into the frenzy of a unifying mania of patriotism. Xenophobia and a passionate love of one’s “country” rally large groups of people against the treat of a common foe, that is, anyone or anything that is different. Because of a perceived need for national security, basic civil liberties and human rights are seen as a luxury that needs to be suspended for the greater need for security. The military, our protector, is given top priority in government funding until social programs must be cut to pay for the swollen military budgets. Life in the military is glorified, while human rights and peace activists are vilified. Sexism is commonplace. Opposition to abortion is a high priority, as is homophobia and antigay legislation. Religion is central to fascism. Government backing for the dominant religion receives support from many in the church hierarchies. The industrial and business upper crust support the government leaders, creating a mutually beneficial business-to-government relationship and strengthening the position of the power elite. In spite of a popular appeal, ordinary working people are treated like expendable resources. Workers in their labor unions are severely suppressed. There is encouragement of an open hostility to higher education. Intellectuals are dismissed as irrelevant. Professors who are competent are sometimes censored or fired for taking a political stand. Openness in the arts is blatantly harassed either in the public media or by the government, which refuses to fund the arts. Either the mass media are directly controlled or their range of opinions are limited through a control of funding.

Elite theory is based on the idea that a small, powerful ruling elite rules all societies. Politics is but the tool by which this elite maintains control. Leaders govern because the masses are too weak to rule themselves. Vilfredo Pareto (1848–1923) claimed that the ruling elite was in fact an association of superior individuals having the will to power. Because of this, history is the “circulation of elites.” As one group of elites becomes weak, it is replaced by another group of elites in a violent revolution. Gaetano Mosca (1858–1941) added that the superiority of the political elite was based on the fact that the elites have the virtues needed to rule. Often proponents of this theory looked on fascism as a necessary corrective force.

The conflicts among classes, ethnic groups, and classes within ethnic groups reflect larger social contradictions. The long-lasting results are the deployment of reciprocally contradictory explanations for social reality in capitalist societies. Sociology gives us the tools to study the complex interactions of a whole society within a global context. Anthropology adds a cross-cultural and historical component within which to better understand the relational connections among social interactions. But there is more than one kind of sociology, and social or cultural anthropology is often found in a separate department at a college or university. Competing groups use the sociological method in mutually antagonistic ways.

Critical historical sociology is the basis of scientific socialism. What is largely a cultural subconsciousness of competing groups within a larger society is exposed through historical sociology. This is why Marxism defines the rest of sociology as either a debate with the ghost of Marx or an attempt at trying to disprove or defend or reform Marxism.

Historical studies are embedded in a rigorous theory that can be used to examine the data. Radical social scientists use the critical methods in the demanding engagement of social activism. This is analyzed in the context of power relationships to determine the possibilities of collective vigorous action as a means of achieving radical political and economic change. By becoming aware of one’s social, cultural, political, and economic situation, the activists become aware of the real conditions. From this awareness, one can begin to see the possibilities in terms of strategies to strengthen one’s class or group’s position in society.

Intellectuals exist in all classes, and many, for personal reasons, transcend class lines by strongly identifying with another class. Because many intellectuals identify so closely with a class other than the one of their origin, they bring fresh insights into their adoptive class. Communication among intellectuals of antagonistic classes is easy. This allows for the intellectual in each of the major classes to develop counterarguments to any and all criticisms of the intellectuals’ theories. This creates a cross-fertilization of ideas. Intellectuals are strongly influenced by their opponents. Departmental divisions and specializations at the university only weaken this trend.

At one level, a group of intellectuals representing themselves as professionals structurally becomes its own class, both in and for itself. With the increasing specialization and growth of bureaucracy since the end of the 19th century, the modern nation-state saw the rise of a new class to challenge the capitalists for dominance. Not the industrial working class but the professional class is next in line to be the ruling class.

With increasing specialization, the expanding bureaus or departments are staffed with educated professionals. The importance of the expert means that democracy is continuously being undermined. Both capital and labor become increasingly dependent on the expert, and the professionals progressively take on more responsibility for all aspects of life. The overall working class is kept permanently disempowered. At the top levels of the major universities and research institutes, a small group of professionals form a power block that can be seen as a real threat to the most powerful capitalists. Because of the capitalists’ dependence on these intelligentsia, there is a monopoly of expert knowledge.

With experts in a class of their own, the two power blocks, capitalists versus professionals, begin to compete for dominance in the larger capitalist society. The prize is control over the economy and politics. A small elite versus a not-quite-as-small elite means the serious rivalry between capital and expertise, suggesting that the majority of the population is left out of the preponderance of decisions affecting their lives. Add to this a highly industrialized military, and the total domination of society by these twin oligarchies is complete. Most people, because of the quality of their education, are kept ignorant of the process that allows a small group of autocrats to dominate their lives.

The anxiety of the powerless is intensified because of their inability to gain any substantive insight into their lives. Personal shrewdness replaces political understanding. Because rebellion becomes undirected, the repressed assert themselves through irrational outbursts. Leaders of the nation count on this and manipulate the influence of management in order to control the population. Either crime for the individual or fascism for the many allows people to avoid the worst aspects of this perfidious class structure. Crime and fascism is preferred to revolution.

For the proletarian intellectual, the challenge is to gain an understanding of these social facts in order to direct social change by influencing people to take the actions that will strengthen their choices. If a proletarian mental laborer and cultural worker carefully examine the current social situation and its historical background, the iron cage can be unlocked. The essential major thinking is the hopeful knowledge of objective opportunity making it likely to coordinate tangible circumstances and capability. Since each of the competing factions within society use their own sociological theories and have a drastically different understanding and analysis of what is going on, it is important to understand that the opposing theories are of the social environment and must be carefully studied. The more complete the study, the more likely the activist will come up with a successful program.

If a psychological explanation fails to take into account changing goals, values, and beliefs that are socially defined, we will know nothing about how changing social and cultural circumstances mold the personality. Every judgment includes values of good and evil, beauty and unattractiveness, or just better or worse. All knowing or learning is a group project. Individual knowledge is born in this group process, and each person influences that process. This is what we study in our struggles with the opposition. Combined achievement of conflicting groups establishes daily habits while defining the struggle.

Different cultures have their own evolutionary trajectories. Individuals experience similar events differently, and the significance of events is viewed differently by different classes. Elites and the dispossessed live in different universes. Each segment within the larger group has unique standards and deciphers the ordinary contents and knowledge of daily life and life experiences differently. Unless an individual has a real break with the past, his or her experiences generally confirm what is already believed to be true. Only when the external world comes in direct conflict with established beliefs does conversion become likely.

While knowing is interpreted through the living experiences of a personal biography, it is set in a social and historical context. Social position and life situations influence the particular character of this world and the encounters of real people. Through the active creation of their technology, their material culture, and the process of survival, people reproduce and change their social relations, resulting in a particular way of thinking and responding to their environment.

Meaning is related to the general ideas that bring together a combination of culturally unique processes and purposes for a historically explicit episode. When a person fails to understand the long-term consequences of an immediate action, it can be viewed as an example of false consciousness. Because knowledge is set in a historical context, it is not relative because some statements are incorrect. Knowledge is dependent on historical and social relationships to be correct. However, values and goals of the observer are as important as the subject in any study. The interaction between theory and the social setting points to a relation between various elements in the social setting.

Science has grown with the advent of the university’s independence from the church. Science by the mid-19th century was closely allied with industry, finance capital, and the rising power of the nation-state. During the prior 200 years, science had to fight against the feudal theocratic monopoly of political domination over the rest of society. With the establishment of the liberal state, science as an intellectual movement became the new symbol of hope or official creed. The romantic-conservative reaction fought a pitched battle, retreating into idealistic reconsideration of a venerated fable of history. It established a historical tradition creating an antirational folklore of the way things should remain. However, socialists, both utopian and scientific, would steal science in support of a revolutionary transformation of society and its eventual management. This world-shattering overhaul and ultimate organization would develop but not replace science.

Science is a method of studying events and objects around us and produces a history of ideas developed using an evolving scientific method. What is chosen to be researched is entrenched in the history that the researcher is part of. These research priorities are in turn affected by and effect our living concepts of nature. The ever-changing result is that discoveries are embedded in political, social, and economic historical forces. Social science follows a similar path.

In point of fact, the economic base only sets the limits of what is possible, as the environmental and technological bases set the limits for the economy. The economy in turn is limited by the possibilities of the rest of the sociocultural environment. All parts of the social and cultural whole have a profound effect on each of the other parts of the historically changing whole. Science is no exception. The history of science is the investigation of associations. Now, although the arrow of causality goes both ways, it more often than not travels from existence to consciousness. This complicates social science research, making the break between science and philosophy less clear.

The philosophy of social science, like science itself, is set inside a moving history that reflects a set of values or reflects a point of view that is overloaded with cultural biases. Theory is necessary to understand anything, and theory reflects both ideologies and their underlying worldviews. These basic culturally derived assumptions saturate our scientific thinking. This in turn establishes what we consider to be facts. This becomes the foundation of our scientific theories, and an established theory sets up research priorities and delineates adequate scientific discoveries.

Historical sociologists such as Weber, Mannheim, and Merton (and their current counterparts) find a way of rooting the history of science in society without risking tenure or promotion in the academic world by believing that they are objective scholars. Theory and practice are forever separated in their cowardice. While attempting neutrality, these scholars studied in detail the historical and social context of the development of science while avoiding the moral context of scientific research. These brilliant intellectuals carried on excellent scholarship. They even studied the close relationship between technology, economic class, and a global economy within the evolution of science, but what is lacking is the ethical consequences of scientific research. Much has been done in the way of research into the class origins of scientists. The culture of scientific communities, patronage of individual research projects, commercial and political investments in grants to researchers, scientific accountability and to whom have been carried out in detail without asking the difficult question of ethical responsibility. The honors given to top scientists along with accolades, the ethos of laboratory analysis, and scientific lack of responsibility to the powerless, poor, and dispossessed is left unstudied.

Chronological storytelling would have us believe that scientific insight develops progressively in the path of a superior gathering of more and more factual knowledge. This myth is at the present time generally ridiculed as a history that is overly simple and highly subjective of a romanticized fantasy of fulfillment (Mannheim, 1936, p. 205). This fairy tale is founded on the illusion of a universal scientific method, similar to the economic fable of marginal utility. This literary fiction would have us believe a body of scientific knowledge is allegedly expanded by generalizing from the gathering of information from meticulous observations and experiments rather than to the articulation of universal laws presented as fact.

There are convincing points of view that there are many acceptable methods in any research. We need to subject all research to rigorous assessments because it is possible to chip away at the complete scheme of a single scientific method by arguing that human action cannot be comprehended as a simple process of following general rules applicable to any research project. It may be that working scientists are not constrained by any of the rules of method that are universally applicable.

The conflicting total worldview of an entire class in contemporary society is molded by the existential condition of history. This existential moment of choice is the focus of the external manifestation of a way of life. Each particular mind-set identifies itself as the psychology of an individual. What lies behind a personal set of beliefs is born out of that person’s social and historical location. Ultimately, the total social and cultural origin of the psychology lies in a changing historical setting.

All philosophy or science or religion is a social product that is created out of a very real living history shared differently by different groups. Each person is the product of a specific social environment. Because different classes experience life differently, they develop conflicting interests and opposing values. The oppressed want change that will end their oppression. The oppressed look to the future with their utopian dreams. The liberal looks to preserve the current social inequality by allowing only those reforms that will safeguard the status quo. The romantic looks longingly at the existing conditions of the past in the hope of reestablishing those golden days of yesteryear.

The predominant patterns that are socially arranged provide the raw resources for shared culture. Thinking, accepted wisdom, reasoning, imagining, judgment, conclusions, opinions, and beliefs can be radically transformed through ever-changing social conditions. However, the new patterns of thought are formed out of the obsolete and altered outlines of previous thought.

In every historical period, knowing is given birth from genuine existing phenomena. All elements of meaning in a given situation are interconnected causally and have reference to each part and to the whole. When a shared, collective set of circumstances changes, the arrangement of norms, customs, and values ceases to be in harmony with real life and a rupture arises with reference to traditional beliefs.

A crisis arises within the traditional philosophy of wisdom and its corresponding historical perspective. This forms a new reciprocal interrelated framework of thought. People themselves change as does basic human nature, both of which are culturally distinct. People are always adapting and regenerating through the awareness of a new body of knowledge and are consequently generating innovative factions. There are new compositions of groupings of intellectual categories, leading to changes in patterns of social stratification in the larger society and ever-changing debates between antagonistic segments of society and their differing views of that society.

Competing social theories are always being redefined and reinforced to offset potential criticism. The theories once articulated directly inform the participants of what needs to be done. Then, they act in ways that change the social environment and the corresponding political culture.

The statement of any scholar may be true or false, valid or invalid, but it is so only in the context of a specific social, cultural, and historical context. Because of continuously changing social environments, categorical forms of knowledge are always changing. What is right in any one period of time will be wrong in another. Validity is determined within the context in which categories themselves are changing. Consequently, theory must continuously be updated to be valid.

Bibliography:

• Boas, F. (1963). The mind of primitive man. NewYork: Macmillan.
• Ehrenreich, J., & Ehrenreich, B. (1979). The professionalmanagerial class. In P.Walker (Ed.), Between labor and capital (pp. 213–278). Boston: South End Press.
• Engels, F. (1975). The origin of the family, private property and the state. New York: International.
• Engels, F. (1976). Anti-Duhring: Herr Eugen Duhring’s revolution in science. New York: International.
• Francisconi, M. J. (1998). Kinship, capitalism, change: The informal economy of the Navajo, 1868–1995. NewYork: Garland.
• Harris, M. (1968). The rise of anthropological theory: A history of theories of culture. New York: Crowell.
• Harris, M. (1974). Cows, pigs, wars and witches: The riddles of culture. New York: Vintage Books.
• Harris, M. (1977). Cannibals and kings: The origins of cultures. New York: Vintage Books.
• Harris, M. (1980). Cultural materialism: The struggle for a science of culture. New York: Vintage Books.
• Harris, M. (1998). Theories of culture in postmodern times. Walnut Creek, CA: AltaMira Press.
• Lenin, V. I. (1970). Left-wing communism, an infantile disorder. Peking, China: Foreign Languages Press.
• Lewellen, T. C. (1983). Political anthropology. South Hadley, MA: Bergin & Garvey.
• Lukacs, G. (1971). History and class consciousness: Studies in Marxist dialectics. Cambridge: MIT Press.
• Luxemburg, R. (1951). The accumulation of capital. New York: Monthly Review.
• Luxemburg, R. (1977). The industrial development of Poland. New York: Campaigner.
• Malinowski, B. (1961). A scientific theory of culture and other essays. London: Oxford University Press.
• Mannheim, K. (1936). Ideology and utopia: An introduction to the sociology of knowledge. London: K. Paul, Trench, Trubner.
• Marx, K., & Engels, F. (1970). The German ideology. NewYork: International.
• Polanyi, K. (1957). The great transformation: The political economic origins of our time. Boston: Beacon.
• Radcliffe-Brown, A. R. (1965). Structure and function in primitive society. New York: Free Press.
• Rose, H., & Rose, S. (Eds.). (1976). The radicalisation of science. London: Macmillan Press.
• Steward, J. H. (1955). Theory of culture change: The methodology of multilinear evolution. Urbana: University of Illinois Press.
• Szymanski, A. (1978). The capitalist state and the politics of class. Cambridge, MA: Winthrop.
• Trotsky, L. (1993). Fascism: What it is and how to fight it. NewYork: Pathfinder Press.
• Zeitlin, I. M. (1990). Ideology and the development of social theory (4th ed.). Englewood Cliffs, NJ: Prentice Hall.

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Write a Historiography

What is historiography, what is the purpose of a historiography paper, what are the different branches of history, what are the parts of a historiography paper.

• Seven Steps to Writing Historiography
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Historiography means “the writing of history.” In a research paper, the writer asks questions about the past, analyzes primary sources, and presents an argument about historical events, people, or societies. In a historiography paper, the author critiques, evaluates, and summarizes how historians have approached, discussed, and debated certain topics over time. 

Scholars who work with the same historical records and archival materials can often come away from their research with vastly different opinions about why things happened the way they did. In some cases, historians who study the same sources are not even interested in the same topics or people! This variety of approaches is precisely why we write historiographies.  

Historians arrive at such different conclusions for many reasons. One is that historians are individuals with unique experiences, and our experiences and identities often affect how we approach our work. Historians are also influenced by social, cultural, political, and technological events in their lifetimes. For example, the introduction of computers allowed historians to use more quantitative data in their research, while social and political developments (e.g., civil, gay, and women’s rights movements) continue to influence the kinds of questions historians ask about historical subjects. 

In a historiographical paper, the author (that’s you!) examines the sources, theories, and assumptions that historians have used to conduct their research. Your job is then to explain why and how the history of a particular subject has been written the way it has.  

Writing historiography is a lot like writing a literature review . For this reason, many of the links and resources in this LibGuide will direct you towards existing Library resources for writing literature reviews.

Historiography assignments typically have two goals:  

• They encourage you to explore secondary studies and familiarize yourself with scholarly debates within the history of a given topic.  
• how historians have treated a topic in the past,  
• how they have used novel approaches and methodologies to ask new questions, and 
• how other disciplines like anthropology, sociology, literary critique, and psychology have influenced the work of historians.  

Your instructor might leave the approach up to you or they might encourage you to write a specific kind of historiography. For example, your paper might:  

• analyze how contemporary or near-contemporary historians interpreted or explained past events as or just after they occurred,  
• review how historians have approached a specific topic over time and explain why their methods and assumptions have produced different or similar arguments, or 
• compare how historians from different “schools” of thought have treated the same topic.  

Depending on the nature of your paper and argument, you might end up combining some of these approaches, for example, by dividing your paper chronologically and discussing the branches of history that were popular during each period.  

There are many fields and subfields within history, each with its own theoretical assumptions and methodological trends, but this list of the most common ones will help you get started: 

• Art history  
• Cultural history  
• Diplomatic history  
• Economic history  
• Environmental history  
• History of science  
• Intellectual history  
• Political history  
• Social history 
• Women’s and gender history 

Like most history papers, the historiography follows a traditional essay structure with an introduction, body paragraphs, and a conclusion. The major difference is that the analysis focuses on the secondary sources, as opposed to the primary sources.  

What is the difference between primary and secondary sources?

Primary sources are the sources created by or about our historical subjects, during or slightly after the period we study. They can be firsthand accounts of historical events (newspapers, chronicles, diaries, letters, memoirs, or court documents) or sources that were produced during or just after the period we study (books, songs, films, art, or artifacts). The most important distinction is that most of these sources do not contain any big-picture analysis of the past: they are sources or materials that get us as close to our subjects as possible, to help us understand how they thought, believed, and lived.  

Secondary sources are the texts that contain research produced by historians who have analyzed primary sources to learn more about the past. To help the reader understand their arguments, the authors of historical studies interpret, analyze, and synthesize information from primary sources and the research of other historians. Peer-reviewed articles, books, and conference papers are all considered secondary sources.  

Introduction

• To explain the focus and show the importance of the subject.  
• provide the framework, selection criteria, or parameters of your historiography.  
• provide brief background context for the topic being discussed.   
• outline what kind of work has been done on the topic.  
• briefly point out any controversies within the field or any recent research that has raised questions about earlier assumptions, if they are relevant to your paper.  
• In a stand-alone historiography paper, the thesis statement will sum up and evaluate the current state of research on this topic.  
• In a historiography paper that introduces or is preparatory to an argumentative history paper or graduate thesis, the thesis statement will situate your original research within the existing historiographical debates and help to justify your work by proving what is new or interesting about your chosen approach.  
• To summarize and evaluate the current state of historical knowledge about this subject.  
• To note major themes or topics, the most important trends, and any findings on which researchers agree or disagree.  
• Can be divided by subheadings, but this is usually not necessary in papers shorter than 2,000 words.  
• For example, a historiography section in a dissertation on memories of the Second World War might discuss how commemoration has been studied in the context of the First World War and the American Civil War, as well as broader cultures of commemoration in Britain, Canada, Australia, and the US.  
• To summarize the evidence presented and show its significance.  
• Rather than restating your thesis or purpose statement, explain what your historiographical overview tells you about the current state of the field.  
• If the historiography is an introduction to your own research, the conclusion highlights gaps and shows how earlier research has led to your own research project and chosen methodology.   
• If the historiography is a stand-alone assignment for a course, the conclusion should summarize your findings and discuss implications and possibilities for future research.  

In most history courses at the University of Guelph, you will use Chicago Manual of Style’s notes and bibliography reference style (footnotes). Follow the guidelines to format citations (footnotes) and create a reference list or bibliography at the end of your paper.  

To get started with basic Chicago style, see the library’s quick guide on how to  Cite Your Sources: Chicago Notes & Bibliography . 

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Writing a Good History Paper

• Top Ten Reasons for Negative Comments
• Making Sure your Paper has Substance

Common Marginal Remarks on Style, Clarity, Grammar, and Syntax

Word and phrase usage problems, analyzing a historical document, writing a book review, writing a term paper or senior thesis, top ten reasons for negative comments on history papers.

(Drawn from a survey of the History Department ) 10. You engage in cheap, anachronistic moralizing .  9. You are sloppy with the chronology .  8. You quote excessively or improperly .  7. You have written a careless “one-draft wonder.” (See revise and proofread)  6. You are vague or have empty, unsupported generalizations .  5. You write too much in the passive voice.  4. You use inappropriate sources .  3. You use evidence uncritically.  2. You are wordy .  1. You have no clear thesis and little analysis.

Making Sure your History Paper has Substance

Get off to a good start..

Avoid pretentious, vapid beginnings. If you are writing a paper on, say, British responses to the rebellion in India in 1857, don't open with a statement like this: “Throughout human history people in all cultures everywhere in the world have engaged in many and long-running conflicts about numerous aspects of government policy and diplomatic issues, which have much interested historians and generated historical theories in many areas.” This is pure garbage, bores the reader, and is a sure sign that you have nothing substantive to say. Get to the point. Here’s a better start: “The rebellion in 1857 compelled the British to rethink their colonial administration in India.” This sentence tells the reader what your paper is actually about and clears the way for you to state your thesis in the rest of the opening paragraph. For example, you might go on to argue that greater British sensitivity to Indian customs was hypocritical.

State a clear thesis.

Whether you are writing an exam essay or a senior thesis, you need to have a thesis. Don’t just repeat the assignment or start writing down everything that you know about the subject. Ask yourself, “What exactly am I trying to prove?” Your thesis is your take on the subject, your perspective, your explanation—that is, the case that you’re going to argue. “Famine struck Ireland in the 1840s” is a true statement, but it is not a thesis. “The English were responsible for famine in Ireland in the 1840s” is a thesis (whether defensible or not is another matter). A good thesis answers an important research question about how or why something happened. (“Who was responsible for the famine in Ireland in the 1840s?”) Once you have laid out your thesis, don’t forget about it. Develop your thesis logically from paragraph to paragraph. Your reader should always know where your argument has come from, where it is now, and where it is going.

Be sure to analyze.

Students are often puzzled when their professors mark them down for summarizing or merely narrating rather than analyzing. What does it mean to analyze? In the narrow sense, to analyze means to break down into parts and to study the interrelationships of those parts. If you analyze water, you break it down into hydrogen and oxygen. In a broader sense, historical analysis explains the origins and significance of events. Historical analysis digs beneath the surface to see relationships or distinctions that are not immediately obvious. Historical analysis is critical; it evaluates sources, assigns significance to causes, and weighs competing explanations. Don’t push the distinction too far, but you might think of summary and analysis this way: Who, what, when, and where are the stuff of summary; how, why, and to what effect are the stuff of analysis. Many students think that they have to give a long summary (to show the professor that they know the facts) before they get to their analysis. Try instead to begin your analysis as soon as possible, sometimes without any summary at all. The facts will “shine through” a good analysis. You can't do an analysis unless you know the facts, but you can summarize the facts without being able to do an analysis. Summary is easier and less sophisticated than analysis—that’s why summary alone never earns an “A.”

Use evidence critically.

Like good detectives, historians are critical of their sources and cross-check them for reliability. You wouldn't think much of a detective who relied solely on a suspect’s archenemy to check an alibi. Likewise, you wouldn't think much of a historian who relied solely on the French to explain the origins of World War I. Consider the following two statements on the origin of World War I: 1) “For the catastrophe of 1914 the Germans are responsible. Only a professional liar would deny this...” 2) “It is not true that Germany is guilty of having caused this war. Neither the people, the government, nor the Kaiser wanted war....”  They can’t both be right, so you have to do some detective work. As always, the best approach is to ask: Who wrote the source? Why? When? Under what circumstances? For whom? The first statement comes from a book by the French politician Georges Clemenceau, which he wrote in 1929 at the very end of his life. In 1871, Clemenceau had vowed revenge against Germany for its defeat of France in the Franco-Prussian War. As premier of France from 1917 to 1920, he represented France at the Paris Peace Conference in 1919. He was obviously not a disinterested observer. The second statement comes from a manifesto published by ninety-three prominent German intellectuals in the fall of 1914. They were defending Germany against charges of aggression and brutality. They too were obviously not disinterested observers. Now, rarely do you encounter such extreme bias and passionate disagreement, but the principle of criticizing and cross-checking sources always applies. In general, the more sources you can use, and the more varied they are, the more likely you are to make a sound historical judgment, especially when passions and self-interests are engaged. You don’t need to be cynical as a historian (self-interest does not explain everything), but you do need to be critical and skeptical. Competent historians may offer different interpretations of the same evidence or choose to stress different evidence. You will not find a single historical Truth with a capital “T” on any matter of significance. You can, however, learn to discriminate among conflicting interpretations, not all of which are created equal. (See also: Analyzing a Historical Document )

Be precise.

Vague statements and empty generalizations suggest that you haven't put in the time to learn the material. Consider these two sentences: “During the French Revolution, the government was overthrown by the people. The Revolution is important because it shows that people need freedom.” What people? Landless peasants? Urban journeymen? Wealthy lawyers? Which government? When? How? Who exactly needed freedom, and what did they mean by freedom? Here is a more precise statement about the French Revolution: “Threatened by rising prices and food shortages in 1793, the Parisian sans-culottes pressured the Convention to institute price controls.” This statement is more limited than the grandiose generalizations about the Revolution, but unlike them, it can open the door to a real analysis of the Revolution. Be careful when you use grand abstractions like people, society, freedom, and government, especially when you further distance yourself from the concrete by using these words as the apparent antecedents for the pronouns they and it. Always pay attention to cause and effect. Abstractions do not cause or need anything; particular people or particular groups of people cause or need things. Avoid grandiose trans-historical generalizations that you can’t support. When in doubt about the appropriate level of precision or detail, err on the side of adding “too much” precision and detail.

Watch the chronology.

Anchor your thesis in a clear chronological framework and don't jump around confusingly. Take care to avoid both anachronisms and vagueness about dates. If you write, “Napoleon abandoned his Grand Army in Russia and caught the redeye back to Paris,” the problem is obvious. If you write, “Despite the Watergate scandal, Nixon easily won reelection in 1972,” the problem is more subtle, but still serious. (The scandal did not become public until after the election.) If you write, “The revolution in China finally succeeded in the twentieth century,” your professor may suspect that you haven’t studied. Which revolution? When in the twentieth century? Remember that chronology is the backbone of history. What would you think of a biographer who wrote that you graduated from Hamilton in the 1950s?

Cite sources carefully.

Your professor may allow parenthetical citations in a short paper with one or two sources, but you should use footnotes for any research paper in history. Parenthetical citations are unaesthetic; they scar the text and break the flow of reading. Worse still, they are simply inadequate to capture the richness of historical sources. Historians take justifiable pride in the immense variety of their sources. Parenthetical citations such as (Jones 1994) may be fine for most of the social sciences and humanities, where the source base is usually limited to recent books and articles in English. Historians, however, need the flexibility of the full footnote. Try to imagine this typical footnote (pulled at random from a classic work of German history) squeezed into parentheses in the body of the text: DZA Potsdam, RdI, Frieden 5, Erzgebiet von Longwy-Briey, Bd. I, Nr. 19305, gedruckte Denkschrift für OHL und Reichsleitung, Dezember 1917, und in RWA, Frieden Frankreich Nr. 1883. The abbreviations are already in this footnote; its information cannot be further reduced. For footnotes and bibliography, historians usually use Chicago style. (The Chicago Manual of Style. 15th edition. Chicago: University of Chicago Press, 2003.) On the Writing Center’s website you can find a useful summary of Chicago citation style prepared by a former history major, Elizabeth Rabe ’04 ( Footnotes ). RefWorks (on the library’s website) will convert your citations to Chicago style. Don’t hesitate to ask one of the reference librarians for help if you have trouble getting started on RefWorks.

Use primary sources.

Use as many primary sources as possible in your paper. A primary source is one produced by a participant in or witness of the events you are writing about. A primary source allows the historian to see the past through the eyes of direct participants. Some common primary sources are letters, diaries, memoirs, speeches, church records, newspaper articles, and government documents of all kinds. The capacious genre “government records” is probably the single richest trove for the historian and includes everything from criminal court records, to tax lists, to census data, to parliamentary debates, to international treaties—indeed, any records generated by governments. If you’re writing about culture, primary sources may include works of art or literature, as well as philosophical tracts or scientific treatises—anything that comes under the broad rubric of culture. Not all primary sources are written. Buildings, monuments, clothes, home furnishings, photographs, religious relics, musical recordings, or oral reminiscences can all be primary sources if you use them as historical clues. The interests of historians are so broad that virtually anything can be a primary source. (See also: Analyzing a Historical Document )

Use scholarly secondary sources.

A secondary source is one written by a later historian who had no part in what he or she is writing about. (In the rare cases when the historian was a participant in the events, then the work—or at least part of it—is a primary source.) Historians read secondary sources to learn about how scholars have interpreted the past. Just as you must be critical of primary sources, so too you must be critical of secondary sources. You must be especially careful to distinguish between scholarly and non-scholarly secondary sources. Unlike, say, nuclear physics, history attracts many amateurs. Books and articles about war, great individuals, and everyday material life dominate popular history. Some professional historians disparage popular history and may even discourage their colleagues from trying their hand at it. You need not share their snobbishness; some popular history is excellent. But—and this is a big but—as a rule, you should avoid popular works in your research, because they are usually not scholarly. Popular history seeks to inform and entertain a large general audience. In popular history, dramatic storytelling often prevails over analysis, style over substance, simplicity over complexity, and grand generalization over careful qualification. Popular history is usually based largely or exclusively on secondary sources. Strictly speaking, most popular histories might better be called tertiary, not secondary, sources. Scholarly history, in contrast, seeks to discover new knowledge or to reinterpret existing knowledge. Good scholars wish to write clearly and simply, and they may spin a compelling yarn, but they do not shun depth, analysis, complexity, or qualification. Scholarly history draws on as many primary sources as practical. Now, your goal as a student is to come as close as possible to the scholarly ideal, so you need to develop a nose for distinguishing the scholarly from the non-scholarly. Here are a few questions you might ask of your secondary sources (bear in mind that the popular/scholarly distinction is not absolute, and that some scholarly work may be poor scholarship). Who is the author? Most scholarly works are written by professional historians (usually professors) who have advanced training in the area they are writing about. If the author is a journalist or someone with no special historical training, be careful. Who publishes the work? Scholarly books come from university presses and from a handful of commercial presses (for example, Norton, Routledge, Palgrave, Penguin, Rowman & Littlefield, Knopf, and HarperCollins). If it’s an article, where does it appear? Is it in a journal subscribed to by our library, listed on JSTOR , or published by a university press? Is the editorial board staffed by professors? Oddly enough, the word journal in the title is usually a sign that the periodical is scholarly. What do the notes and bibliography look like? If they are thin or nonexistent, be careful. If they are all secondary sources, be careful. If the work is about a non-English-speaking area, and all the sources are in English, then it's almost by definition not scholarly. Can you find reviews of the book in the data base Academic Search Premier? If the book was published within the last few decades, and it’s not in there, that’s a bad sign. With a little practice, you can develop confidence in your judgment—and you’re on your way to being a historian. If you are unsure whether a work qualifies as scholarly, ask your professor. (See also: Writing a Book Review )

Avoid abusing your sources.

Many potentially valuable sources are easy to abuse. Be especially alert for these five abuses: Web abuse. The Web is a wonderful and improving resource for indexes and catalogs. But as a source for primary and secondary material for the historian, the Web is of limited value. Anyone with the right software can post something on the Web without having to get past trained editors, peer reviewers, or librarians. As a result, there is a great deal of garbage on the Web. If you use a primary source from the Web, make sure that a respected intellectual institution stands behind the site. Be especially wary of secondary articles on the Web, unless they appear in electronic versions of established print journals (e.g., The Journal of Asian Studies in JSTOR). Many articles on the Web are little more than third-rate encyclopedia entries. When in doubt, check with your professor. With a few rare exceptions, you will not find scholarly monographs in history (even recent ones) on the Web. You may have heard of Google’s plans to digitize the entire collections of some of the world’s major libraries and to make those collections available on the Web. Don’t hold your breath. Your days at Hamilton will be long over by the time the project is finished. Besides, your training as a historian should give you a healthy skepticism of the giddy claims of technophiles. Most of the time and effort of doing history goes into reading, note-taking, pondering, and writing. Finding a chapter of a book on the Web (as opposed to getting the physical book through interlibrary loan) might be a convenience, but it doesn’t change the basics for the historian. Moreover, there is a subtle, but serious, drawback with digitized old books: They break the historian’s sensual link to the past. And of course, virtually none of the literally trillions of pages of archival material is available on the Web. For the foreseeable future, the library and the archive will remain the natural habitats of the historian. Thesaurus abuse. How tempting it is to ask your computer’s thesaurus to suggest a more erudite-sounding word for the common one that popped into your mind! Resist the temptation. Consider this example (admittedly, a bit heavy-handed, but it drives the point home): You’re writing about the EPA’s programs to clean up impure water supplies. Impure seems too simple and boring a word, so you bring up your thesaurus, which offers you everything from incontinent to meretricious. “How about meretricious water?” you think to yourself. “That will impress the professor.” The problem is that you don’t know exactly what meretricious means, so you don’t realize that meretricious is absurdly inappropriate in this context and makes you look foolish and immature. Use only those words that come to you naturally. Don’t try to write beyond your vocabulary. Don’t try to impress with big words. Use a thesaurus only for those annoying tip-of-the-tongue problems (you know the word and will recognize it instantly when you see it, but at the moment you just can’t think of it).  Quotation book abuse. This is similar to thesaurus abuse. Let’s say you are writing a paper on Alexander Hamilton’s banking policies, and you want to get off to a snappy start that will make you seem effortlessly learned. How about a quotation on money? You click on the index of Bartlett’s Familiar Quotations , and before you know it, you’ve begun your paper with, “As Samuel Butler wrote in Hudibras ,  ‘For what is worth in anything/ But so much money as ’t will bring?’” Face it, you’re faking it. You don’t know who Samuel Butler is, and you’ve certainly never heard of Hudibras , let alone read it. Your professor is not fooled. You sound like an insecure after-dinner speaker. Forget Bartlett’s, unless you're confirming the wording of a quotation that came to you spontaneously and relates to your paper.  Encyclopedia abuse. General encyclopedias like Britannica are useful for checking facts (“Wait a sec, am I right about which countries sent troops to crush the Boxer Rebellion in China? Better check.”). But if you are footnoting encyclopedias in your papers, you are not doing college-level research.

Dictionary Abuse. The dictionary is your friend. Keep it by your side as you write, but do not abuse it by starting papers with a definition. You may be most tempted to start this way when you are writing on a complex, controversial, or elusive subject. (“According to Webster’s Collegiate Dictionary , liberalism is defined as...”). Actually, the dictionary does you little good in such cases and makes you sound like a conscientious but dull high-school student. Save in the rare case that competing dictionary definitions are the subject at hand, keep dictionary quotations out of your paper.

Quote sparingly

Avoid quoting a secondary source and then simply rewording or summarizing the quotation, either above or below the quotation. It is rarely necessary to quote secondary sources at length, unless your essay focuses on a critical analysis of the author’s argument. (See also: Writing a Book Review ) Your professor wants to see your ability to analyze and to understand the secondary sources. Do not quote unless the quotation clarifies or enriches your analysis. When in doubt, do not quote; instead, integrate the author’s argument into your own (though be sure to acknowledge ideas from your sources, even when you are paraphrasing). If you use a lot of quotations from secondary sources, you are probably writing a poor paper. An analysis of a primary source, such as a political tract or philosophical essay, might require lengthy quotations, often in block format. In such cases, you might need to briefly repeat key points or passages as a means to introduce the author’s ideas, but your analysis and interpretation of the text’s meaning should remain the most important aim. (See also: Using primary sources and Use scholarly secondary sources .)

Know your audience

Unless instructed otherwise, you should assume that your audience consists of educated, intelligent, nonspecialists. In fact, your professor will usually be your only reader, but if you write directly to your professor, you may become cryptic or sloppy (oh well, she’ll know what I’m talking about). Explaining your ideas to someone who doesn't know what you mean forces you to be clear and complete. Now, finding the right amount of detail can, admittedly, be tricky (how much do I put in about the Edict of Nantes, the Embargo Act, or President Wilson’s background?). When in doubt, err on the side of putting in extra details. You’ll get some leeway here if you avoid the extremes (my reader’s an ignoramus/my reader knows everything).

Avoid cheap, anachronistic moralizing

Many of the people and institutions of the past appear unenlightened, ignorant, misguided, or bigoted by today’s values. Resist the temptation to condemn or to get self-righteous. (“Martin Luther was blind to the sexism and class prejudice of sixteenth-century German society.”) Like you, people in the past were creatures of their time; like you, they deserve to be judged by the standards of their time. If you judge the past by today’s standards (an error historians call “presentism”), you will never understand why people thought or acted as they did. Yes, Hitler was a bad guy, but he was bad not only by today’s standards, but also by the commonly accepted standards of his own time. Someday you’re going to look pretty foolish and ignorant yourself. (“Early twenty-first century Hamilton students failed to see the shocking inderdosherism [that’s right, you don’t recognize the concept because it doesn’t yet exist] implicit in their career plans.”)

Have a strong conclusion

Obviously, you should not just stop abruptly as though you have run out of time or ideas. Your conclusion should conclude something. If you merely restate briefly what you have said in your paper, you give the impression that you are unsure of the significance of what you have written. A weak conclusion leaves the reader unsatisfied and bewildered, wondering why your paper was worth reading. A strong conclusion adds something to what you said in your introduction. A strong conclusion explains the importance and significance of what you have written. A strong conclusion leaves your reader caring about what you have said and pondering the larger implications of your thesis. Don’t leave your reader asking, “So what?”

Revise and proofread

Your professor can spot a “one-draft wonder,” so don't try to do your paper at the last moment. Leave plenty of time for revising and proofreading. Show your draft to a writing tutor or other good writer. Reading the draft aloud may also help. Of course, everyone makes mistakes, and a few may slip through no matter how meticulous you are. But beware of lots of mistakes. The failure to proofread carefully suggests that you devoted little time and effort to the assignment. Tip: Proofread your text both on the screen and on a printed copy. Your eyes see the two differently. Don’t rely on your spell checker to catch all of your misspellings. (If ewe ken reed this ewe kin sea that a computer wood nut all ways help ewe spill or rite reel good.)

Note: The Writing Center suggests standard abbreviations for noting some of these problems. You should familiarize yourself with those abbreviations, but your professor may not use them.  

Remarks on Style and Clarity

Wordy/verbose/repetitive..

Try your hand at fixing this sentence: “Due to the fact that these aspects of the issue of personal survival have been raised by recently transpired problematic conflicts, it is at the present time paramount that the ultimate psychological end of suicide be contemplated by this individual.” If you get it down to “To be or not to be, that is the question,” you’ve done well. You may not match Shakespeare, but you can learn to cut the fat out of your prose. The chances are that the five pages you’ve written for your history paper do not really contain five pages’ worth of ideas.

Misuse of the passive voice.

Write in the active voice. The passive voice encourages vagueness and dullness; it enfeebles verbs; and it conceals agency, which is the very stuff of history. You know all of this almost instinctively. What would you think of a lover who sighed in your ear, “My darling, you are loved by me!”? At its worst, the passive voice—like its kin, bureaucratic language and jargon—is a medium for the dishonesty and evasion of responsibility that pervade contemporary American culture. (“Mistakes were made; I was given false information.” Now notice the difference: “I screwed up; Smith and Jones lied to me; I neglected to check the facts.”) On history papers the passive voice usually signals a less toxic version of the same unwillingness to take charge, to commit yourself, and to say forthrightly what is really going on, and who is doing what to whom. Suppose you write, “In 1935 Ethiopia was invaded.” This sentence is a disaster. Who invaded? Your professor will assume that you don't know. Adding “by Italy” to the end of the sentence helps a bit, but the sentence is still flat and misleading. Italy was an aggressive actor, and your passive construction conceals that salient fact by putting the actor in the syntactically weakest position—at the end of the sentence as the object of a preposition. Notice how you add vigor and clarity to the sentence when you recast it in the active voice: "In 1935 Italy invaded Ethiopia." I n a few cases , you may violate the no-passive-voice rule. The passive voice may be preferable if the agent is either obvious (“Kennedy was elected in 1960”), irrelevant (“Theodore Roosevelt became president when McKinley was assassinated”), or unknown (“King Harold was killed at the Battle of Hastings”). Note that in all three of these sample sentences the passive voice focuses the reader on the receiver of the action rather than on the doer (on Kennedy, not on American voters; on McKinley, not on his assassin; on King Harold, not on the unknown Norman archer). Historians usually wish to focus on the doer, so you should stay with the active voice—unless you can make a compelling case for an exception.

Abuse of the verb to be.

The verb to be is the most common and most important verb in English, but too many verbs to be suck the life out of your prose and lead to wordiness. Enliven your prose with as many action verbs as possible. ( “In Brown v. Board of Education it was the opinion of the Supreme Court that the doctrine of ‘separate but equal’ was in violation of the Fourteenth Amendment.”) Rewrite as “ In Brown v. Board of Education the Supreme Court ruled that the doctrine of ‘separate but equal’ violated the Fourteenth ”

Explain/what’s your point?/unclear/huh?

You may (or may not) know what you’re talking about, but if you see these marginal comments, you have confused your reader. You may have introduced a non sequitur ; gotten off the subject; drifted into abstraction; assumed something that you have not told the reader; failed to explain how the material relates to your argument; garbled your syntax; or simply failed to proofread carefully.  If possible, have a good writer read your paper and point out the muddled parts. Reading your paper aloud may help too.

Paragraph goes nowhere/has no point or unity.

Paragraphs are the building blocks of your paper. If your paragraphs are weak, your paper cannot be strong. Try underlining the topic sentence of every paragraph. If your topic sentences are vague, strength and precision—the hallmarks of good writing—are unlikely to follow. Consider this topic sentence (from a paper on Ivan the Terrible): “From 1538 to 1547, there are many different arguments about the nature of what happened.”  Disaster looms. The reader has no way of knowing when the arguing takes place, who’s arguing, or even what the arguing is about. And how does the “nature of what happened” differ from plain “what happened”? Perhaps the writer means the following: “The childhood of Ivan the Terrible has provoked controversy among scholars of Russian history.” That's hardly deathless prose, but it does orient the reader and make the writer accountable for what follows in the paragraph. Once you have a good topic sentence, make sure that everything in the paragraph supports that sentence, and that cumulatively the support is persuasive. Make sure that each sentence follows logically from the previous one, adding detail in a coherent order. Move, delete, or add material as appropriate. To avoid confusing the reader, limit each paragraph to one central idea. (If you have a series of supporting points starting with first, you must follow with a second, third , etc.) A paragraph that runs more than a printed page is probably too long. Err on the side of shorter paragraphs.

Inappropriate use of first person.

Most historians write in the third person, which focuses the reader on the subject. If you write in the first person singular, you shift the focus to yourself. You give the impression that you want to break in and say, “Enough about the Haitian revolution [or whatever], now let’s talk about me!” Also avoid the first person plural (“We believe...”). It suggests committees, editorial boards, or royalty. None of those should have had a hand in writing your paper. And don’t refer to yourself lamely as “this writer.” Who else could possibly be writing the paper?

Tense inconsistency.

Stay consistently in the past tense when you are writing about what took place in the past. (“Truman’s defeat of Dewey in 1948 caught the pollsters by surprise.”) Note that the context may require a shift into the past perfect. (“The pollsters had not realized [past perfect] that voter opinion had been [past perfect] changing rapidly in the days before the election.”) Unfortunately, the tense problem can get a bit more complicated. Most historians shift into the present tense when describing or commenting on a book, document, or evidence that still exists and is in front of them (or in their mind) as they write.  (“de Beauvoir published [past tense] The Second Sex in 1949. In the book she contends [present tense] that woman....”) If you’re confused, think of it this way: History is about the past, so historians write in the past tense, unless they are discussing effects of the past that still exist and thus are in the present. When in doubt, use the past tense and stay consistent.

Ill-fitted quotation.

This is a common problem, though not noted in stylebooks. When you quote someone, make sure that the quotation fits grammatically into your sentence.  Note carefully the mismatch between the start of the following sentence and the quotation that follows:  “In order to understand the Vikings, writes Marc Bloch, it is necessary, ‘To conceive of the Viking expeditions as religious warfare inspired by the ardour of an implacable pagan fanaticism—an explanation that has sometimes been at least suggested—conflicts too much with what we know of minds disposed to respect magic of every kind.’” At first, the transition into the quotation from Bloch seems fine. The infinitive (to conceive) fits. But then the reader comes to the verb (conflicts) in Bloch’s sentence, and things no longer make sense. The writer is saying, in effect, “it is necessary conflicts.” The wordy lead-in and the complex syntax of the quotation have tripped the writer and confused the reader. If you wish to use the whole sentence, rewrite as “Marc Bloch writes in Feudal Society , ‘To conceive of...’” Better yet, use your own words or only part of the quotation in your sentence. Remember that good writers quote infrequently, but when they do need to quote, they use carefully phrased lead-ins that fit the grammatical construction of the quotation.

Free-floating quotation.

Do not suddenly drop quotations into your prose. (“The spirit of the Progressive era is best understood if one remembers that the United States is ‘the only country in the world that began with perfection and aspired to progress.’”) You have probably chosen the quotation because it is finely wrought and says exactly what you want to say. Fine, but first you inconvenience the reader, who must go to the footnote to learn that the quotation comes from The Age of Reform by historian Richard Hofstadter. And then you puzzle the reader. Did Hofstadter write the line about perfection and progress, or is he quoting someone from the Progressive era? If, as you claim, you are going to help the reader to judge the “spirit of the Progressive era,” you need to clarify. Rewrite as “As historian Richard Hofstadter writes in the Age of Reform , the United States is ‘the only country in the world...’” Now the reader knows immediately that the line is Hofstadter’s.

Who’s speaking here?/your view?

Always be clear about whether you’re giving your opinion or that of the author or historical actor you are discussing. Let’s say that your essay is about Martin Luther’s social views. You write, “The German peasants who revolted in 1525 were brutes and deserved to be crushed mercilessly.” That’s what Luther thought, but do you agree?  You may know, but your reader is not a mind reader. When in doubt, err on the side of being overly clear.

Jargon/pretentious theory.

Historians value plain English. Academic jargon and pretentious theory will make your prose turgid, ridiculous, and downright irritating. Your professor will suspect that you are trying to conceal that you have little to say. Of course, historians can’t get along without some theory; even those who profess to have no theory actually do—it’s called naïve realism. And sometimes you need a technical term, be it ontological argument or ecological fallacy. When you use theory or technical terms, make sure that they are intelligible and do real intellectual lifting.  Please, no sentences like this: “By means of a neo-Althusserian, post-feminist hermeneutics, this essay will de/construct the logo/phallo/centrism imbricated in the marginalizing post-colonial gendered gaze, thereby proliferating the subjectivities that will re/present the de/stabilization of the essentializing habitus of post-Fordist capitalism.”

Informal language/slang.

You don’t need to be stuffy, but stay with formal English prose of the kind that will still be comprehensible to future generations. Columbus did not “push the envelope in the Atlantic.” Henry VIII was not “looking for his inner child when he broke with the Church.” Prime Minister Cavour of Piedmont was not “trying to play in the major leagues diplomatic wise.” Wilson did not “almost veg out” at the end of his second term. President Hindenburg did not appoint Hitler in a “senior moment.” Prime Minister Chamberlain did not tell the Czechs to “chill out” after the Munich Conference, and Gandhi was not an “awesome dude.”

Try to keep your prose fresh. Avoid cliches. When you proofread, watch out for sentences like these: “Voltaire always gave 110 percent and thought outside the box. His bottom line was that as people went forward into the future, they would, at the end of the day, step up to the plate and realize that the Jesuits were conniving perverts.” Ugh. Rewrite as “Voltaire tried to persuade people that the Jesuits were cony, step up to the plate and realize that the Jesuits were conniving perverts.” Ugh. Rewrite as “Voltaire tried to persuade people that the Jesuits were conniving perverts.”

Intensifier abuse/exaggeration.

Avoid inflating your prose with unsustainable claims of size, importance, uniqueness, certainty, or intensity. Such claims mark you as an inexperienced writer trying to impress the reader. Your statement is probably not certain ; your subject probably not unique , the biggest, the best, or the most important. Also, the adverb very will rarely strengthen your sentence. Strike it. (“President Truman was very determined to stop the spread of communism in Greece.”) Rewrite as “President Truman resolved to stop the spread of communism in Greece.”

Mixed image.

Once you have chosen an image, you must stay with language compatible with that image. In the following example, note that the chain, the boiling, and the igniting are all incompatible with the image of the cold, rolling, enlarging snowball: “A snowballing chain of events boiled over, igniting the powder keg of war in 1914.” Well chosen images can enliven your prose, but if you catch yourself mixing images a lot, you're probably trying to write beyond your ability. Pull back. Be more literal.

Clumsy transition.

If your reader feels a jolt or gets disoriented at the beginning of a new paragraph, your paper probably lacks unity. In a good paper, each paragraph is woven seamlessly into the next. If you find yourself beginning your paragraphs with phrases such as “Another aspect of this problem...,” then you are probably “stacking note cards” rather than developing a thesis.

Unnecessary relative clause.

If you don’t need to restrict the meaning of your sentence’s subject, then don’t. (“Napoleon was a man who tried to conquer Europe.”) Here the relative clause adds nothing. Rewrite as “Napoleon tried to conquer Europe.” Unnecessary relative clauses are a classic form of wordiness.

Distancing or demeaning quotation marks.

If you believe that a frequently used word or phrase distorts historical reality, don’t put it in dismissive, sneering quotation marks to make your point (“the communist ‘threat’ to the ‘free’ world during the Cold War”). Many readers find this practice arrogant, obnoxious, and precious, and they may dismiss your arguments out of hand. If you believe that the communist threat was bogus or exaggerated, or that the free world was not really free, then simply explain what you mean.

Remarks on Grammar and Syntax

Ideally, your professor will help you to improve your writing by specifying exactly what is wrong with a particular passage, but  sometimes you may find a simple awk in the margin. This all-purpose negative comment usually suggests that the sentence is clumsy because you have misused words or compounded several errors. Consider this sentence from a book review:

“However, many falsehoods lie in Goldhagen’s claims and these will be explored.”

What is your long-suffering professor to do with this sentence? The however contributes nothing; the phrase falsehoods lie is an unintended pun that distracts the reader; the comma is missing between the independent clauses; the these has no clear antecedent ( falsehoods? claims? ); the second clause is in the passive voice and contributes nothing anyway; the whole sentence is wordy and screams hasty, last-minute composition. In weary frustration, your professor scrawls awk in the margin and moves on. Buried under the twelve-word sentence lies a three-word idea: “Goldhagen often errs.” When you see awk, check for the common errors in this list. If you don’t understand what’s wrong, ask.

Unclear antecedent.

All pronouns must refer clearly to antecedents and must agree with them in number. The reader usually assumes that the antecedent is the immediately preceding noun. Do not confuse the reader by having several possible antecedents. Consider these two sentences:

“Pope Gregory VII forced Emperor Henry IV to wait three days in the snow at Canossa before granting him an audience. It was a symbolic act.”

To what does the it refer? Forcing the Emperor to wait? The waiting itself? The granting of the audience? The audience itself? The whole previous sentence? You are most likely to get into antecedent trouble when you begin a paragraph with this or it , referring vaguely back to the general import of the previous paragraph. When in doubt, take this test: Circle the pronoun and the antecedent and connect the two with a line. Then ask yourself if your reader could instantly make the same diagram without your help. If the line is long, or if the circle around the antecedent is large, encompassing huge gobs of text, then your reader probably will be confused.  Rewrite. Repetition is better than ambiguity and confusion.

Faulty parallelism.

You confuse your reader if you change the grammatical construction from one element to the next in a series. Consider this sentence:

“King Frederick the Great sought to expand Prussia, to rationalize agriculture, and that the state support education.”

The reader expects another infinitive, but instead trips over the that . Rewrite the last clause as “and to promote state-supported education.” Sentences using neither/nor frequently present parallelism problems. Note the two parts of this sentence:

“After 1870 the cavalry charge was neither an effective tactic, nor did armies use it frequently.”

The sentence jars because the neither is followed by a noun, the nor by a verb. Keep the parts parallel.

Rewrite as “After 1870 the cavalry charge was neither effective nor frequently used.”

Sentences with not only/but also are another pitfall for many students. (“Mussolini attacked not only liberalism, but he also advocated militarism.”) Here the reader is set up to expect a noun in the second clause, but stumbles over a verb. Make the parts parallel by putting the verb attacked after the not only .

Misplaced modifier/dangling element.

Do not confuse the reader with a phrase or clause that refers illogically or absurdly to other words in the sentence. (“Summarized on the back cover of the American paperback edition, the publishers claim that...”) The publishers are not summarized on the back cover. (“Upon finishing the book, many questions remain.”) Who finished the book? Questions can’t read. Avoid following an introductory participial clause with the expletives it or there . Expletives are by definition filler words; they can’t be agents. (“Having examined the origins of the Meiji Restoration in Japan, it is apparent that...”) Apparent to whom?  The expletive it didn’t do the examining. (“After going on the Long March, there was greater support for the Communists in China.”) Who went on the Long March? There didn’t go on the Long March. Always pay attention to who’s doing what in your sentences.

Run-on sentence.

Run-on sentences string together improperly joined independent clauses. Consider these three sentences:

“Galileo recanted his teaching that the earth moved privately he maintained his convictions.” “Galileo recanted his teaching that the earth moved, privately he maintained his convictions.” “Galileo recanted his teaching that the earth moved, however, privately he maintained his convictions.”

The first fuses two independent clauses with neither a comma nor a coordinating conjunction; the second uses a comma but omits the coordinating conjunction; and the third also omits the coordinating conjunction (however is not a coordinating conjunction). To solve the problem, separate the two clauses with a comma and the coordinating conjunction but. You could also divide the clauses with a semicolon or make separate sentences. Remember that there are only seven coordinating conjunctions ( and, but, or, nor, for, so, yet ).

Sentence fragment.

Write in sentences. A sentence has to have a subject and a predicate. If you string together a lot of words, you may lose control of the syntax and end up with a sentence fragment. Note that the following is not a sentence:

“While in Western Europe railroad building proceeded rapidly in the nineteenth century, and in Russia there was less progress.”

Here you have a long compound introductory clause followed by no subject and no verb, and thus you have a fragment. You may have noticed exceptions to the no-fragments rule. Skilful writers do sometimes intentionally use a fragment to achieve a certain effect. Leave the rule-breaking to the experts.

Confusion of restrictive and nonrestrictive clauses.

Consider these two versions of the same sentence:

1. “World War I, which raged from 1914-1918, killed millions of Europeans.” 2. “World War I that raged from 1914-1918 killed millions of Europeans.”

The first sentence has a nonrestrictive relative clause; the dates are included almost as parenthetical information. But something seems amiss with the second sentence. It has a restrictive relative clause that limits the subject (World War I) to the World War I fought between 1914 and 1918, thus implying that there were other wars called World War I, and that we need to distinguish among them. Both sentences are grammatically correct, but the writer of the second sentence appears foolish.  Note carefully the distinction between that (for use in restrictive clauses, with no comma) and which (for use in nonrestrictive clauses, with a comma).

Confusion about who’s doing what.

Remember—history is about what people do, so you need to be vigilant about agency. Proofread your sentences carefully, asking yourself, “Have I said exactly who is doing or thinking what, or have I inadvertently attributed an action or belief to the wrong person or group?” Unfortunately, there are many ways to go wrong here, but faulty punctuation is among the most common. Here’s a sentence about Frantz Fanon, the great critic of European imperialism. Focus on the punctuation and its effect on agency: “Instead of a hierarchy based on class, Fanon suggests the imperialists establish a hierarchy based on race.” As punctuated, the sentence says something absurd: that Fanon is advising the imperialists about the proper kind of hierarchy to establish in the colonies. Surely, the writer meant to say that, in his analysis of imperialism, Fanon distinguishes between two kinds of hierarchy. A comma after suggests fixes the immediate problem. Now look at the revised sentence. It still needs work. Better diction and syntax would sharpen it.  Fanon does not suggest (with connotations of both hinting and advocating); he states outright. What’s more, the comparison of the two kinds of hierarchy gets blurred by too many intervening words. The key point of the sentence is, in effect, “instead of A, we have B.” Clarity demands that B follow A as closely as possible, and that the two elements be grammatically parallel. But between the elements A and B, the writer inserts Fanon (a proper noun), suggests (a verb), imperialists (a noun), and establish (a verb). Try the sentence this way: “Fanon says that the imperialists establish a hierarchy based on race rather than class.” Now the agency is clear: We know what Fanon does, and we know what the imperialists do. Notice that errors and infelicities have a way of clustering. If you find one problem in a sentence, look for others.

Confusion about the objects of prepositions.

Here’s another one of those common problems that does not receive the attention it merits. Discipline your prepositional phrases; make sure you know where they end. Notice the mess in this sentence: “Hitler accused Jewish people of engaging in incest and stating that Vienna was the ‘personification of incest.’” The reader thinks that both engaging and stating are objects of the preposition of. Yet the writer intends only the first to be the object of the preposition. Hitler is accusing the Jews of engaging , but not of stating ; he is the one doing the stating . Rewrite as “Hitler accused the Jews of incest; he stated that Vienna was the ‘personification of incest.’” Note that the wordiness of the original encouraged the syntactical mess. Simplify. It can’t be said too many times: Always pay attention to who’s doing what in your sentences.

Misuse of the comparative.

There are two common problems here. The first might be called the “floating comparative.” You use the comparative, but you don’t say what you are comparing. (“Lincoln was more upset by the dissolution of the union.”) More upset than by what? More upset than who? The other problem, which is more common and takes many forms, is the unintended (and sometimes comical) comparison of unlike elements. Consider these attempts to compare President Clinton to President George H. W. Bush. Often the trouble starts with a possessive:

“President Clinton’s sexual appetite was more voracious than President Bush.”

You mean to compare appetites, but you've forgotten about your possessive, so you absurdly compare an appetite to a man. Rewrite as “more voracious than President Bush’s.” A variation of this problem is the unintended comparison resulting from the omission of a verb:

“President Clinton liked women more than President Bush.”

Re-write as “more than did President Bush.”

A misplaced modifier may also cause comparison trouble: “Unlike the Bush administration, sexual scandal nearly destroyed the Clinton administration.” Rewrite as  “Unlike the Bush administration, the Clinton administration was nearly destroyed by sexual scandal.” Here the passive voice is better than the misplaced modifier, but you could rewrite as “The Bush administration had been free of sexual scandal, which nearly destroyed the Clinton administration.”

Misuse of apostrophe.

Get control of your apostrophes. Use the apostrophe to form singular or plural possessives (Washington’s soldiers; the colonies’ soldiers) or to form contractions (don’t; it’s). Do not use the apostrophe to form plurals. (“The communists [not communists’] defeated the nationalists [not nationalists’] in China.”)

Comma after although.

This is a new error, probably a carryover from the common conversational habit of pausing dramatically after although . ( “Although , coffee consumption rose in eighteenth-century Europe, tea remained far more popular.”) Delete the comma after although . Remember that although is not a synonym for the word however , so you cannot solve the problem in the sentence by putting a period after Europe . A clause beginning with although cannot stand alone as a sentence.

Comma between subject and verb.

This is a strange new error. (“Hitler and Stalin, agreed to a pact in August 1939.”) Delete the comma after Stalin. Finally, two hints: If your word-processing program underlines something and suggests changes, be careful. When it comes to grammar and syntax, your computer is a moron. Not only does it fail to recognize some gross errors, it also falsely identifies some correct passages as errors. Do not cede control of your writing decisions to your computer. Make the suggested changes only if you are positive that they are correct. If you are having trouble with your writing, try simplifying. Write short sentences and read them aloud to test for clarity. Start with the subject and follow it quickly with an active verb. Limit the number of relative clauses, participial phrases, adjectives, adverbs, and prepositional phrases. You will win no prizes for eloquence, but at least you will be clear. Add complexity only when you have learned to handle it.

An historical/an historian.

The consonant “H” is not silent in historical and historian , so the proper form of the indefinite article is “A.”

Avoid the common solecism of using feel as a synonym for think, believe, say, state, assert, contend, argue, conclude, or write. (“Marx felt that the bourgeoisie exploited the proletariat.” “Emmeline Pankhurst felt that British women should be able to vote.”) The use of feel in these sentences demeans the agents by suggesting undisciplined sentiment rather than carefully formulated conviction. Concentrate on what your historical actors said and did; leave their feelings to speculative chapters of their biographies. As for your own feelings, keep them out of your papers. (“I feel that Lincoln should have freed the slaves earlier.”) Your professor will be delighted that the material engages both your head and your heart, but your feelings cannot be graded. If you believe that Lincoln should have acted earlier, then explain, giving cogent historical reasons.

The fact that.

This is a clumsy, unnecessary construction. ( “The fact that Nixon resigned in disgrace damaged the Republican Party.”) Re-word as “Nixon resigned in disgrace, damaging the Republican Party.” Never use the hideous phrase due to the fact that.

In terms of.

This phrase is filler. Get rid of it. (“Bismarck was a success in terms of uniting Germany.) Rewrite as “Bismarck successfully united Germany.”

Attend carefully to the placement of this limiting word. Note, for example, these three sentences:

“The government only interred Japanese Americans during World War II.” “The government interred only Japanese Americans during World War II.” “The government interred Japanese Americans only during World War II.”

The first limits the action to interring (as opposed to, say, killing); the second limits the group interred (i.e., not Italian Americans); the third limits the time of interring (i.e., not during other wars).

Thus and therefore.

More than likely, you have not earned these words and are implying that you have said more than you actually have. Use them sparingly, only when you are concluding a substantial argument with a significant conclusion.

Misuse of instead.

Instead is an adverb, not a conjunction. Consider this sentence: “Charles Beard argued that the framers of the constitution were not idealists, instead they promoted their economic interests.” Revise as “The framers of the constitution, Charles Beard argued, did not uphold ideals; instead , they promoted their economic interests.” Now the instead appears properly as an adverb. (Note also that the two clauses are now parallel—both contain transitive verbs.)

Essentially and basically.

These are usually either filler words (the written equivalent of “uh” or “um”) or weasel words that merely call attention to your vagueness, lack of conviction, or lazy unwillingness to qualify precisely. (“ Essentially , Churchill believed that Nazi Germany presented a grave danger to Britain.”) Delete essentially and basically unless you are writing about essences or bases.

Both share or both agree.

These are redundant. If two people share or agree , they are both involved by definition. (“Stalin and Mao both agreed that capitalism belonged in the dustbin of history.”) Delete both .

This word means one of a kind. It is an absolute. Something cannot be very unique, more unique, or somewhat unique.

Incredible.

In casual conversation incredible often means extraordinary, astonishing, or impressive (“Yesterday’s storm was incredible.”). To avoid confusion in historical prose, you should stick with the original meaning of incredible : not believable. If you write that “William Jennings Bryan gave incredible speeches,” you’re saying that you don’t believe his speeches, or that his audiences didn’t believe them at the time—in other words, that he appeared to be lying or mistaken. You probably mean that he gave great speeches. If you write that “It’s incredible that Japan attacked Pearl Harbor,” you’re calling into question the very existence of a historical event. You probably mean that the Japanese attack was unwise or reckless. English is rich with adjectives. Finding the best one forces you to think about what you really mean.

As a synonym for subject matter, bone of contention, reservation, or almost anything else vaguely associated with what you are discussing, the word issue has lost its meaning through overuse. (“There were many issues involved with Truman’s decision to use the atomic bomb, and some historians have issues with his decision.”) Stop talking about issues and get to the point.

Beware of the word literally . It’s commonly misused, and you almost never need it in historical prose. Literally means actually, factually, exactly, directly, without metaphor. The careful writer would never say, “Roosevelt literally swamped Landon in the election of 1936.” One imagines Roosevelt (in his wheelchair no less!) dumping the hapless Landon off a pier in the Everglades on election night. The swamping was figurative, strictly a figure of speech. The adverb literally may also cause you trouble by falsely generalizing the coverage of your verb. “London was literally destroyed by the blitz.” This suggests that the whole city was destroyed, when, in fact, only parts were destroyed. Rewrite as “The blitz destroyed parts of London.” Now you’ve qualified properly (and gotten rid of the passive).

When you’re tempted to use this word, resist. Like issue , involve tells the reader too little. (“Erasmus was involved in the Renaissance.”) This statement could mean virtually anything. Delete it and discuss specifically what Erasmus said or did.

This is a fine old word with many precise meanings, but as an overused synonym for feature, side, or part, it is usually a sign of insipid prose (“Another aspect of the issues in this area is the fact that...”). Just get directly to the point.

Most good writers frown on the use of this word as a verb.(“Eisenhower’s military background impacted his foreign policy.”) Affected, influenced, or shaped would be better here. Impacted suggests painfully blocked wisdom teeth or feces. Had an impact is better than impacted , but is still awkward because impact implies a collision.

Here is another beloved but vapid word. (“Many factors led to the Reformation.”) Such a sentence usually opens a vague, boring, weaseling paragraph. If you believe (quite reasonably) that the Reformation had many causes, then start evaluating them.

Meaningful.

Overuse has drained the meaning from meaningful . (“Peter the Great took meaningful steps to westernize Russia.”) Just get to the point.

Interesting.

The adjective interesting is vague, overused, and does not earn its keep. (“Burckhardt had an interesting perspective on the Renaissance.”) This sentence is filler. Delete it and explain and analyze his perspective.

The events that transpired.

Your professor will gag on this one. Events take place or happen by definition, so the relative clause is redundant. Furthermore, most good writers do not accept transpire as a synonym for happen. Again, follow the old rule of thumb: Get right to the point, say what happened, and explain its significance. You don’t need any filler about events and transpiring .

The reason is because.

This phrase is awkward and redundant. Replace it with the reason is, or better still, simply delete it and get right to your reason.

For all intensive purposes.

The phrase is for all intents and purposes , and few good writers use it in formal prose anyway.

Take for granite.

This is an illiteracy. The phrase is “ take for granted .”

Should of/could of.

You mean should have or could have .

Center around.

Good writers frown on this phrase because it’s illogical and jarring. Use center on or center in. Attention to a small detail like this indicates that you’re thinking carefully about what you’re saying, so when the big problems confront you, you’ll be disciplined and ready.

Begs the question.

Recently, many people have started to use this phrase to mean raises, invites, or brings up the question. (“Stalin’s purges beg the question of whether he was paranoid.”) Actually, begging the question is the common logical fallacy of assuming your conclusion as part of your argument. (“In the late nineteenth century, many Americans moved to the cities because of urbanization.”) Note that the use of abstractions (e.g., urbanization) encourages begging the question . Understanding this fallacy is central to your education. The formal Latin term, petitio principii, is too fancy to catch on, so you need to preserve the simple English phrase. If something raises a question, just say so.

Historic/historical confusion.

Everything in the past or relating to the past is historical. Resist the media-driven hype that elevates the ordinary to the historic . (“A three-alarm fire last night destroyed the historic site of the first Portuguese-owned dry cleaners in Cleveland.”) Reserve the word historic for the genuinely important events, persons, or objects of the past. The Norman invasion of England in 1066 was indeed historic . Historically , historians have gathered annually for a historical convention; so far, none of the conventions has been historic .

Affect/effect confusion.

The chances are that the verb you want is affect , which means to have an influence on (“The Iranian hostage crisis affected [not effected] the presidential election of 1980”). Effect as a verb means to bring about or cause to exist ( effect change). Effect as a noun means result or consequence (“The effect of the Iranian hostage crisis on the election...”).

While/whereas confusion.

If you’re stressing contrast, the word you want is whereas . While stresses simultaneity. “Hobbes had a dismal view of human nature, whereas [not while] Rousseau believed that man had a natural sense of pity.”

It’s/its confusion.

This is the classic bonehead error. Note that the spell checker won’t help you. And remember— its’ is not a word at all.

Reign/rein confusion.

A queen reigns during her reign. You rein in a horse with reins.

Their/there/they’re confusion.

You do know the difference. Pay attention.

Everyday/every day confusion.

As an adjective, everyday (one word) means routine. If you wish to say that something happened on every successive day, then you need two words, the adjective every and the noun day . Note the difference in these two sentences: “Kant was famous for going on the same constitutional at the same time every day . For Kant, exercise and thinking were everyday activities.”

Refer/allude confusion.

To allude means to refer to indirectly or to hint at. The word you probably want in historical prose is refer , which means to mention or call direct attention to. “In the first sentence of the ‘Gettysburg Address’ Lincoln refers [not alludes ] to the fathers of the nation [he mentions them directly]; he alludes to the ‘Declaration of Independence’ [the document of four score and seven years earlier that comes to the reader’s mind, but that Lincoln doesn’t directly mention].”

Novel/book confusion.

Novel is not a synonym for book. A novel is a long work of fiction in prose. A historical monograph is not a novel —unless the historian is making everything up.

Than/then confusion.

This is an appalling new error. If you are making a comparison, you use the conjunction than . (“President Kennedy’s health was worse than [not then ] the public realized.”)

Lead/led confusion.

The past tense of the verb to lead is led (not lead ). “Sherman led [not lead ] a march to the sea.”

Lose/loose confusion.

The opposite of win is lose , not loose . “Supporters of the Equal Rights Amendment suspected that they would lose [not loose ] the battle to amend the constitution.”

However/but confusion.

However may not substitute for the coordinating conjunction but. (“Mussolini began his career as a socialist, but [not however ] he later abandoned socialism for fascism.”) The word however has many proper uses; however , [note the semicolon and comma] graceful writers use it sparingly.

Cite/site/sight confusion.

You cited a source for your paper; ancient Britons sited Stonehenge on a plain; Columbus’s lookout sighted land.

Conscience/conscious confusion.

When you wake up in the morning you are conscious , though your conscience may bother you if you’ve neglected to write your history paper.

Tenet/tenant confusion.

Your religion, ideology, or worldview all have tenets —propositions you hold or believe in. Tenants rent from landlords.

All are not/not all are confusion.

If you write, “ All the colonists did not want to break with Britain in 1776,” the chances are you really mean, “ Not all the colonists wanted to break with Britain in 1776.” The first sentence is a clumsy way of saying that no colonists wanted to break with Britain (and is clearly false). The second sentence says that some colonists did not want to break with Britain (and is clearly true, though you should go on to be more precise).

Nineteenth-century/nineteenth century confusion.

Historians talk a lot about centuries, so you need to know when to hyphenate them. Follow the standard rule: If you combine two words to form a compound adjective, use a hyphen, unless the first word ends in ly. (“ Nineteenth-century [hyphenated] steamships cut the travel time across the Atlantic.”) Leave out the hyphen if you’re just using the ordinal number to modify the noun century. (“In the nineteenth century [no hyphen] steamships cut the travel time across the Atlantic.”) By the way, while you have centuries in mind, don’t forget that the nineteenth century is the 1800s, not the 1900s. The same rule for hyphenating applies to middle-class and middle class —a group that historians like to talk about.

Bourgeois/bourgeoisie confusion.

Bourgeois is usually an adjective, meaning characteristic of the middle class and its values or habits. Occasionally, bourgeois is a noun, meaning a single member of the middle class. Bourgeoisie is a noun, meaning the middle class collectively. (“Marx believed that the bourgeoisie oppressed the proletariat; he argued that bourgeois values like freedom and individualism were hypocritical.”)

Your professor may ask you to analyze a primary document. Here are some questions you might ask of your document. You will note a common theme—read critically with sensitivity to the context. This list is not a suggested outline for a paper; the wording of the assignment and the nature of the document itself should determine your organization and which of the questions are most relevant. Of course, you can ask these same questions of any document you encounter in your research.

• What exactly is the document (e.g., diary, king’s decree, opera score, bureaucratic memorandum, parliamentary minutes, newspaper article, peace treaty)?
• Are you dealing with the original or with a copy? If it is a copy, how remote is it from the original (e.g., photocopy of the original, reformatted version in a book, translation)? How might deviations from the original affect your interpretation?
• What is the date of the document?
• Is there any reason to believe that the document is not genuine or not exactly what it appears to be?
• Who is the author, and what stake does the author have in the matters discussed? If the document is unsigned, what can you infer about the author or authors?
• What sort of biases or blind spots might the author have? For example, is an educated bureaucrat writing with third-hand knowledge of rural hunger riots?
• Where, why, and under what circumstances did the author write the document?
• How might the circumstances (e.g., fear of censorship, the desire to curry favor or evade blame) have influenced the content, style, or tone of the document?
• Has the document been published? If so, did the author intend it to be published?
• If the document was not published, how has it been preserved? In a public archive? In a private collection? Can you learn anything from the way it has been preserved? For example, has it been treated as important or as a minor scrap of paper?
• Does the document have a boilerplate format or style, suggesting that it is a routine sample of a standardized genre, or does it appear out of the ordinary, even unique?
• Who is the intended audience for the document?
• What exactly does the document say? Does it imply something different?
• If the document represents more than one viewpoint, have you carefully distinguished between the author’s viewpoint and those viewpoints the author presents only to criticize or refute?
• In what ways are you, the historian, reading the document differently than its intended audience would have read it (assuming that future historians were not the intended audience)?
• What does the document leave out that you might have expected it to discuss?
• What does the document assume that the reader already knows about the subject (e.g., personal conflicts among the Bolsheviks in 1910, the details of tax farming in eighteenth-century Normandy, secret negotiations to end the Vietnam war)?
• What additional information might help you better interpret the document?
• Do you know (or are you able to infer) the effects or influences, if any, of the document?
• What does the document tell you about the period you are studying?
• If your document is part of an edited collection, why do you suppose the editor chose it? How might the editing have changed the way you perceive the document? For example, have parts been omitted? Has it been translated? (If so, when, by whom, and in what style?) Has the editor placed the document in a suggestive context among other documents, or in some other way led you to a particular interpretation?

Your professor may ask you to write a book review, probably of a scholarly historical monograph. Here are some questions you might ask of the book. Remember that a good review is critical, but critical does not necessarily mean negative. This list is not meant to be exhaustive, nor is it a suggested outline. Of course, you can ask these same questions of any secondary historical work, even if you’re not writing a review.

• Who is the author, and what are his or her qualifications? Has the author written other books on the subject?
• When was the book written, and how does it fit into the scholarly debate on the subject? For example, is Smith writing to refute that idiot Jones; to qualify the work of the competent but unimaginative Johnson; or to add humbly to the evidence presented by the redoubtable Brown’s classic study? Be sure not to confuse the author’s argument with those arguments he or she presents only to criticize later.
• What is the book’s basic argument? (Getting this right is the foundation of your review.)
• What is the author’s method? For example, does the author rely strictly on narrative and anecdotes, or is the book analytical in some way?
• What kinds of evidence does the author use? For example, what is the balance of primary and secondary sources? Has the author done archival work? Is the source base substantial, or does it look thin? Is the author up-to-date in the scholarly literature?
• How skillfully and imaginatively has the author used the evidence?
• Does the author actually use all of the material in the bibliography, or is some of it there for display?
• What sorts of explicit or implicit ideological or methodological assumptions does the author bring to the study? For example, does he or she profess bland objectivity? A Whig view of history? Marxism?
• How persuasive is the author’s argument?
• Is the argument new, or is it old wine in new bottles?
• Is the argument important, with wide-ranging implications, or is it narrow and trivial?
• Is the book well organized and skillfully written?
• What is your overall critical assessment of the book?
• What is the general significance, if any, of the book? (Make sure that you are judging the book that the author actually wrote, not complaining that the author should have written a different book.)

Here are some tips for those long, intimidating term papers or senior theses:

• Start early. If you don’t, none of these tips will matter. Big trouble is looming if you don’t have a specific topic by the end of the first week. You should be delving into the sources during the second week.
• Keep in mind all of the dos and don’ts in this booklet.
• Work closely with your professor to assure that your topic is neither too broad nor too narrow.
• Set up a schedule with your professor and check his or her policy about reading rough drafts or parts of rough drafts. Then keep your professor informed about what you’re doing. You don’t want any unpleasant surprises. You certainly don’t want to hear, “I haven’t seen you for weeks, and it sounds like you’re way off base. How can you possibly get this done with only two weeks left in the semester?”
• Make an appointment with Kristin Strohmeyer, the history reference librarian in Burke Library. She will help you to find and use the appropriate catalogs and indexes.
• Use your imagination in compiling a bibliography. Think of all of the possible key words and subjects that may lead you to material. If you find something really good, check the subjects under which it is cataloged. Comb the notes and bibliographies of books and articles you’ve already found.
• Much of what you need will not be in our library, so get to know the friendly folks in the Interlibrary Loan department.
• Start early. This can’t be said too often.
• Use as many primary sources as you can.
• Jot down your ideas as they come to you. You may not remember them later.
• Take careful notes on your reading. Label your notes completely and precisely. Distinguish meticulously and systematically between what you are directly quoting and what you are summarizing in your own words. Unintended plagiarism is still plagiarism. Stay clean as a hound’s tooth. Write down not just the page of the quotation or idea, but also the whole run of pages where the matter is discussed. Reread all of your notes periodically to make sure that you still understand them and are compiling what you will need to write your paper. Err on the side of writing down more than you think you will need. Copious, precise notes won’t come back to haunt you; skimpy, vague notes will. Just accept that there is something anal about good note-taking.
• If you take notes directly into your computer, they will be easy to index and pull up, but there are a couple of downsides. You will not be able to see all of them simultaneously, as you can note cards laid out on a big table. What you gain in ease of access may come at the price of losing the big picture. Also, if your notes are in your computer, you may be tempted to save time and thought by pasting many of them directly into your paper. Note cards encourage you to rethink and to rework your ideas into a unified whole.
• Don’t start to write until you have a good outline.
• Make sure that your paper has a thesis. (See the entry State a clear thesis. )
• Check and recheck your facts.
• Footnote properly. (See the entry Cite sources carefully .)
• Save plenty of time to proofread.
• Start early.

Top Ten Signs that you may be Writing a Weak History Paper

10. You’re overjoyed to find that you can fill the required pages by widening all margins.

9. You haven’t mentioned any facts or cited any sources for several paragraphs.

8. You find yourself using the phrase “throughout history mankind has...”

7. You just pasted in another 100 words of quotations.

6. You haven’t a clue about the content of your next paragraph.

5. You’re constantly clicking on The Britannica, Webster’s, and Bartlett’s.

4. Your writing tutor sneaks another look at her watch as she reminds you for the third time to clarify your thesis.

3. Your main historical actors are this, it, they, the people, and society, and they are all involved with factors, aspects, impacts, and issues.

2. You just realize that you don’t understand the assignment, but it’s 3:00 A.M, the paper is due at 9:00, and you don’t dare call your professor.

1. You’re relieved that the paper counts for only 20 percent of the course grade.

Final Advice

You guessed it — start early.

Studying History at Hamilton

Students will learn to use interdisciplinary methods from the humanities and social sciences to probe the sources of the past for answers to present questions. They will learn to draw comparisons and connections among diverse societies across a range of historical eras. They will further learn to convey their findings through writing that is clearly structured, precise, and persuasive.

Tutor Appointments

Peer tutor and consultant appointments are managed through TracCloud (login required). Find resources and more information about the ALEX centers using the following links.

Office / Department Name

Nesbitt-Johnston Writing Center

Contact Name

Jennifer Ambrose

Writing Center Director

Help us provide an accessible education, offer innovative resources and programs, and foster intellectual exploration.

Site Search

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• Research Guides

The History Research Process

• Choosing a Topic & Framing a Research Question
• Brainstorming Search Terms
• Feasibility: Secondary Sources
• Feasibility: Primary Source Overview
• Example Assessment of Primary Sourcebase #1
• Example Assessment of Primary Sourcebase #2
• Where and How to Find Primary Sources
• Tutorial on Reading Primary Sources
• Searching: How-To Videos
• Writing History Book Reviews
• Find the Historiography of a Topic This link opens in a new window
• Evaluating Sources (new window) This link opens in a new window
• Reference Sources
• Surveying Scholarship
• Discussing Scholarship in Your Narrative
• Referencing Scholarship in Footnotes
• Chicago Citation Style (new window)

Research Topics Versus Research Questions

You will often begin by selecting a research topic, then defining a research question within this topic to investigate. What's the difference?

A simple topic is too broad. For example:

• African Americans and the Civil War may be a broad topic that interests you, but this is not yet a question you can attempt to answer.
• How did African American participation in the Union and Confederate armies change during the course of the war? is one example of a research question you might create from the previous topic.
• How were African Americans participating in the Civil War in eastern Kentucky in June of 1864? is one example of a question which relates to the previous topic, but which is too narrow in scope to be reasonable.

As you explore scholarly secondary sources and historical primary sources, you may need to periodically re-evaluate your research question to ensure that it is neither too broad nor too narrow.

  Robert C. Williams suggests that a research question might:

• "ask how or why an event happened (causation, explanation)"
• "ask what the consequences were of a particular event"
• "discuss the intellectual origins of a particular idea"
• "ask what the cultural context of an event was";
• "ask whether or not an individual was responsible for a certain act"
• "ask about the social history of a political event"
• "quantify broad trends in a society at a particular time" (52)

  Source: Williams, Robert C. The Historian's Toolbox: A Student's Guide to the Theory and Craft of History . Second ed. Armonk, NY: M. E. Sharpe, 2007.

Additional Resources for Selecting Topics

The following books can suggest topic ideas.

Consulting a special encyclopedia in your area of history may also inspire you with ideas for topics and research questions.

Another approach is to start with the primary sources that are available and work backwards to a research question. Browse through sources from the "Primary Sources" tab (or similar). What questions do the documents raise for you? (Maybe regarding the people who created them, the culture in which they were created, etc.) Your research might seek to answer one of your questions.

Tips for Choosing Research Topics

• Start with something that interests you. Extreme boredom will make it harder to stay motivated.  
• Jenny Presnell recommends choosing a topic "that exemplifies a larger phenomenon. For instance, you may be following the current debates on the changing family in twenty-first century America and want to explore what families were like in a different place and time" (8).  

This list of tips owes credit to: Presnell, Jenny L. The Information-Literate Historian: A Guide to Research for History Students . New York: Oxford University Press, 2007.

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How to write an introduction for a history essay

Every essay needs to begin with an introductory paragraph. It needs to be the first paragraph the marker reads.

While your introduction paragraph might be the first of the paragraphs you write, this is not the only way to do it.

You can choose to write your introduction after you have written the rest of your essay.

This way, you will know what you have argued, and this might make writing the introduction easier.

Either approach is fine. If you do write your introduction first, ensure that you go back and refine it once you have completed your essay. 

What is an ‘introduction paragraph’?

An introductory paragraph is a single paragraph at the start of your essay that prepares your reader for the argument you are going to make in your body paragraphs .

It should provide all of the necessary historical information about your topic and clearly state your argument so that by the end of the paragraph, the marker knows how you are going to structure the rest of your essay.

In general, you should never use quotes from sources in your introduction.

Introduction paragraph structure

While your introduction paragraph does not have to be as long as your body paragraphs , it does have a specific purpose, which you must fulfil.

A well-written introduction paragraph has the following four-part structure (summarised by the acronym BHES).

B – Background sentences

H – Hypothesis

E – Elaboration sentences

S - Signpost sentence

Each of these elements are explained in further detail, with examples, below:

1. Background sentences

The first two or three sentences of your introduction should provide a general introduction to the historical topic which your essay is about. This is done so that when you state your hypothesis , your reader understands the specific point you are arguing about.

Background sentences explain the important historical period, dates, people, places, events and concepts that will be mentioned later in your essay. This information should be drawn from your background research . 

Example background sentences:

Middle Ages (Year 8 Level)

Castles were an important component of Medieval Britain from the time of the Norman conquest in 1066 until they were phased out in the 15 th and 16 th centuries. Initially introduced as wooden motte and bailey structures on geographical strongpoints, they were rapidly replaced by stone fortresses which incorporated sophisticated defensive designs to improve the defenders’ chances of surviving prolonged sieges.

WWI (Year 9 Level)

The First World War began in 1914 following the assassination of Archduke Franz Ferdinand. The subsequent declarations of war from most of Europe drew other countries into the conflict, including Australia. The Australian Imperial Force joined the war as part of Britain’s armed forces and were dispatched to locations in the Middle East and Western Europe.

Civil Rights (Year 10 Level)

The 1967 Referendum sought to amend the Australian Constitution in order to change the legal standing of the indigenous people in Australia. The fact that 90% of Australians voted in favour of the proposed amendments has been attributed to a series of significant events and people who were dedicated to the referendum’s success.

Ancient Rome (Year 11/12 Level)  

In the late second century BC, the Roman novus homo Gaius Marius became one of the most influential men in the Roman Republic. Marius gained this authority through his victory in the Jugurthine War, with his defeat of Jugurtha in 106 BC, and his triumph over the invading Germanic tribes in 101 BC, when he crushed the Teutones at the Battle of Aquae Sextiae (102 BC) and the Cimbri at the Battle of Vercellae (101 BC). Marius also gained great fame through his election to the consulship seven times.

2. Hypothesis

Once you have provided historical context for your essay in your background sentences, you need to state your hypothesis .

A hypothesis is a single sentence that clearly states the argument that your essay will be proving in your body paragraphs .

A good hypothesis contains both the argument and the reasons in support of your argument. 

Example hypotheses:

Medieval castles were designed with features that nullified the superior numbers of besieging armies but were ultimately made obsolete by the development of gunpowder artillery.

Australian soldiers’ opinion of the First World War changed from naïve enthusiasm to pessimistic realism as a result of the harsh realities of modern industrial warfare.

The success of the 1967 Referendum was a direct result of the efforts of First Nations leaders such as Charles Perkins, Faith Bandler and the Federal Council for the Advancement of Aborigines and Torres Strait Islanders.

Gaius Marius was the most one of the most significant personalities in the 1 st century BC due to his effect on the political, military and social structures of the Roman state.

3. Elaboration sentences

Once you have stated your argument in your hypothesis , you need to provide particular information about how you’re going to prove your argument.

Your elaboration sentences should be one or two sentences that provide specific details about how you’re going to cover the argument in your three body paragraphs.

You might also briefly summarise two or three of your main points.

Finally, explain any important key words, phrases or concepts that you’ve used in your hypothesis, you’ll need to do this in your elaboration sentences.

Example elaboration sentences:

By the height of the Middle Ages, feudal lords were investing significant sums of money by incorporating concentric walls and guard towers to maximise their defensive potential. These developments were so successful that many medieval armies avoided sieges in the late period.

Following Britain's official declaration of war on Germany, young Australian men voluntarily enlisted into the army, which was further encouraged by government propaganda about the moral justifications for the conflict. However, following the initial engagements on the Gallipoli peninsula, enthusiasm declined.

The political activity of key indigenous figures and the formation of activism organisations focused on indigenous resulted in a wider spread of messages to the general Australian public. The generation of powerful images and speeches has been frequently cited by modern historians as crucial to the referendum results.

While Marius is best known for his military reforms, it is the subsequent impacts of this reform on the way other Romans approached the attainment of magistracies and how public expectations of military leaders changed that had the longest impacts on the late republican period.

4. Signpost sentence

The final sentence of your introduction should prepare the reader for the topic of your first body paragraph. The main purpose of this sentence is to provide cohesion between your introductory paragraph and you first body paragraph .

Therefore, a signpost sentence indicates where you will begin proving the argument that you set out in your hypothesis and usually states the importance of the first point that you’re about to make. 

Example signpost sentences:

The early development of castles is best understood when examining their military purpose.

The naïve attitudes of those who volunteered in 1914 can be clearly seen in the personal letters and diaries that they themselves wrote.

The significance of these people is evident when examining the lack of political representation the indigenous people experience in the early half of the 20 th century.

The origin of Marius’ later achievements was his military reform in 107 BC, which occurred when he was first elected as consul.

Putting it all together

Once you have written all four parts of the BHES structure, you should have a completed introduction paragraph. In the examples above, we have shown each part separately. Below you will see the completed paragraphs so that you can appreciate what an introduction should look like.

Example introduction paragraphs: 

Castles were an important component of Medieval Britain from the time of the Norman conquest in 1066 until they were phased out in the 15th and 16th centuries. Initially introduced as wooden motte and bailey structures on geographical strongpoints, they were rapidly replaced by stone fortresses which incorporated sophisticated defensive designs to improve the defenders’ chances of surviving prolonged sieges. Medieval castles were designed with features that nullified the superior numbers of besieging armies, but were ultimately made obsolete by the development of gunpowder artillery. By the height of the Middle Ages, feudal lords were investing significant sums of money by incorporating concentric walls and guard towers to maximise their defensive potential. These developments were so successful that many medieval armies avoided sieges in the late period. The early development of castles is best understood when examining their military purpose.

The First World War began in 1914 following the assassination of Archduke Franz Ferdinand. The subsequent declarations of war from most of Europe drew other countries into the conflict, including Australia. The Australian Imperial Force joined the war as part of Britain’s armed forces and were dispatched to locations in the Middle East and Western Europe. Australian soldiers’ opinion of the First World War changed from naïve enthusiasm to pessimistic realism as a result of the harsh realities of modern industrial warfare. Following Britain's official declaration of war on Germany, young Australian men voluntarily enlisted into the army, which was further encouraged by government propaganda about the moral justifications for the conflict. However, following the initial engagements on the Gallipoli peninsula, enthusiasm declined. The naïve attitudes of those who volunteered in 1914 can be clearly seen in the personal letters and diaries that they themselves wrote.

The 1967 Referendum sought to amend the Australian Constitution in order to change the legal standing of the indigenous people in Australia. The fact that 90% of Australians voted in favour of the proposed amendments has been attributed to a series of significant events and people who were dedicated to the referendum’s success. The success of the 1967 Referendum was a direct result of the efforts of First Nations leaders such as Charles Perkins, Faith Bandler and the Federal Council for the Advancement of Aborigines and Torres Strait Islanders. The political activity of key indigenous figures and the formation of activism organisations focused on indigenous resulted in a wider spread of messages to the general Australian public. The generation of powerful images and speeches has been frequently cited by modern historians as crucial to the referendum results. The significance of these people is evident when examining the lack of political representation the indigenous people experience in the early half of the 20th century.

In the late second century BC, the Roman novus homo Gaius Marius became one of the most influential men in the Roman Republic. Marius gained this authority through his victory in the Jugurthine War, with his defeat of Jugurtha in 106 BC, and his triumph over the invading Germanic tribes in 101 BC, when he crushed the Teutones at the Battle of Aquae Sextiae (102 BC) and the Cimbri at the Battle of Vercellae (101 BC). Marius also gained great fame through his election to the consulship seven times. Gaius Marius was the most one of the most significant personalities in the 1st century BC due to his effect on the political, military and social structures of the Roman state. While Marius is best known for his military reforms, it is the subsequent impacts of this reform on the way other Romans approached the attainment of magistracies and how public expectations of military leaders changed that had the longest impacts on the late republican period. The origin of Marius’ later achievements was his military reform in 107 BC, which occurred when he was first elected as consul.

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Cultural Relativity and Acceptance of Embryonic Stem Cell Research

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There is a debate about the ethical implications of using human embryos in stem cell research, which can be influenced by cultural, moral, and social values. This paper argues for an adaptable framework to accommodate diverse cultural and religious perspectives. By using an adaptive ethics model, research protections can reflect various populations and foster growth in stem cell research possibilities.

INTRODUCTION

Stem cell research combines biology, medicine, and technology, promising to alter health care and the understanding of human development. Yet, ethical contention exists because of individuals’ perceptions of using human embryos based on their various cultural, moral, and social values. While these disagreements concerning policy, use, and general acceptance have prompted the development of an international ethics policy, such a uniform approach can overlook the nuanced ethical landscapes between cultures. With diverse viewpoints in public health, a single global policy, especially one reflecting Western ethics or the ethics prevalent in high-income countries, is impractical. This paper argues for a culturally sensitive, adaptable framework for the use of embryonic stem cells. Stem cell policy should accommodate varying ethical viewpoints and promote an effective global dialogue. With an extension of an ethics model that can adapt to various cultures, we recommend localized guidelines that reflect the moral views of the people those guidelines serve.

Stem cells, characterized by their unique ability to differentiate into various cell types, enable the repair or replacement of damaged tissues. Two primary types of stem cells are somatic stem cells (adult stem cells) and embryonic stem cells. Adult stem cells exist in developed tissues and maintain the body’s repair processes. [1] Embryonic stem cells (ESC) are remarkably pluripotent or versatile, making them valuable in research. [2] However, the use of ESCs has sparked ethics debates. Considering the potential of embryonic stem cells, research guidelines are essential. The International Society for Stem Cell Research (ISSCR) provides international stem cell research guidelines. They call for “public conversations touching on the scientific significance as well as the societal and ethical issues raised by ESC research.” [3] The ISSCR also publishes updates about culturing human embryos 14 days post fertilization, suggesting local policies and regulations should continue to evolve as ESC research develops. [4]  Like the ISSCR, which calls for local law and policy to adapt to developing stem cell research given cultural acceptance, this paper highlights the importance of local social factors such as religion and culture.

I.     Global Cultural Perspective of Embryonic Stem Cells

Views on ESCs vary throughout the world. Some countries readily embrace stem cell research and therapies, while others have stricter regulations due to ethical concerns surrounding embryonic stem cells and when an embryo becomes entitled to moral consideration. The philosophical issue of when the “someone” begins to be a human after fertilization, in the morally relevant sense, [5] impacts when an embryo becomes not just worthy of protection but morally entitled to it. The process of creating embryonic stem cell lines involves the destruction of the embryos for research. [6] Consequently, global engagement in ESC research depends on social-cultural acceptability.

a.     US and Rights-Based Cultures

In the United States, attitudes toward stem cell therapies are diverse. The ethics and social approaches, which value individualism, [7] trigger debates regarding the destruction of human embryos, creating a complex regulatory environment. For example, the 1996 Dickey-Wicker Amendment prohibited federal funding for the creation of embryos for research and the destruction of embryos for “more than allowed for research on fetuses in utero.” [8] Following suit, in 2001, the Bush Administration heavily restricted stem cell lines for research. However, the Stem Cell Research Enhancement Act of 2005 was proposed to help develop ESC research but was ultimately vetoed. [9] Under the Obama administration, in 2009, an executive order lifted restrictions allowing for more development in this field. [10] The flux of research capacity and funding parallels the different cultural perceptions of human dignity of the embryo and how it is socially presented within the country’s research culture. [11]

b.     Ubuntu and Collective Cultures

African bioethics differs from Western individualism because of the different traditions and values. African traditions, as described by individuals from South Africa and supported by some studies in other African countries, including Ghana and Kenya, follow the African moral philosophies of Ubuntu or Botho and Ukama , which “advocates for a form of wholeness that comes through one’s relationship and connectedness with other people in the society,” [12] making autonomy a socially collective concept. In this context, for the community to act autonomously, individuals would come together to decide what is best for the collective. Thus, stem cell research would require examining the value of the research to society as a whole and the use of the embryos as a collective societal resource. If society views the source as part of the collective whole, and opposes using stem cells, compromising the cultural values to pursue research may cause social detachment and stunt research growth. [13] Based on local culture and moral philosophy, the permissibility of stem cell research depends on how embryo, stem cell, and cell line therapies relate to the community as a whole . Ubuntu is the expression of humanness, with the person’s identity drawn from the “’I am because we are’” value. [14] The decision in a collectivistic culture becomes one born of cultural context, and individual decisions give deference to others in the society.

Consent differs in cultures where thought and moral philosophy are based on a collective paradigm. So, applying Western bioethical concepts is unrealistic. For one, Africa is a diverse continent with many countries with different belief systems, access to health care, and reliance on traditional or Western medicines. Where traditional medicine is the primary treatment, the “’restrictive focus on biomedically-related bioethics’” [is] problematic in African contexts because it neglects bioethical issues raised by traditional systems.” [15] No single approach applies in all areas or contexts. Rather than evaluating the permissibility of ESC research according to Western concepts such as the four principles approach, different ethics approaches should prevail.

Another consideration is the socio-economic standing of countries. In parts of South Africa, researchers have not focused heavily on contributing to the stem cell discourse, either because it is not considered health care or a health science priority or because resources are unavailable. [16] Each country’s priorities differ given different social, political, and economic factors. In South Africa, for instance, areas such as maternal mortality, non-communicable diseases, telemedicine, and the strength of health systems need improvement and require more focus. [17] Stem cell research could benefit the population, but it also could divert resources from basic medical care. Researchers in South Africa adhere to the National Health Act and Medicines Control Act in South Africa and international guidelines; however, the Act is not strictly enforced, and there is no clear legislation for research conduct or ethical guidelines. [18]

Some parts of Africa condemn stem cell research. For example, 98.2 percent of the Tunisian population is Muslim. [19] Tunisia does not permit stem cell research because of moral conflict with a Fatwa. Religion heavily saturates the regulation and direction of research. [20] Stem cell use became permissible for reproductive purposes only recently, with tight restrictions preventing cells from being used in any research other than procedures concerning ART/IVF.  Their use is conditioned on consent, and available only to married couples. [21] The community's receptiveness to stem cell research depends on including communitarian African ethics.

c.     Asia

Some Asian countries also have a collective model of ethics and decision making. [22] In China, the ethics model promotes a sincere respect for life or human dignity, [23] based on protective medicine. This model, influenced by Traditional Chinese Medicine (TCM), [24] recognizes Qi as the vital energy delivered via the meridians of the body; it connects illness to body systems, the body’s entire constitution, and the universe for a holistic bond of nature, health, and quality of life. [25] Following a protective ethics model, and traditional customs of wholeness, investment in stem cell research is heavily desired for its applications in regenerative therapies, disease modeling, and protective medicines. In a survey of medical students and healthcare practitioners, 30.8 percent considered stem cell research morally unacceptable while 63.5 percent accepted medical research using human embryonic stem cells. Of these individuals, 89.9 percent supported increased funding for stem cell research. [26] The scientific community might not reflect the overall population. From 1997 to 2019, China spent a total of $576 million (USD) on stem cell research at 8,050 stem cell programs, increased published presence from 0.6 percent to 14.01 percent of total global stem cell publications as of 2014, and made significant strides in cell-based therapies for various medical conditions. [27] However, while China has made substantial investments in stem cell research and achieved notable progress in clinical applications, concerns linger regarding ethical oversight and transparency. [28] For example, the China Biosecurity Law, promoted by the National Health Commission and China Hospital Association, attempted to mitigate risks by introducing an institutional review board (IRB) in the regulatory bodies. 5800 IRBs registered with the Chinese Clinical Trial Registry since 2021. [29] However, issues still need to be addressed in implementing effective IRB review and approval procedures.

The substantial government funding and focus on scientific advancement have sometimes overshadowed considerations of regional cultures, ethnic minorities, and individual perspectives, particularly evident during the one-child policy era. As government policy adapts to promote public stability, such as the change from the one-child to the two-child policy, [30] research ethics should also adapt to ensure respect for the values of its represented peoples.

Japan is also relatively supportive of stem cell research and therapies. Japan has a more transparent regulatory framework, allowing for faster approval of regenerative medicine products, which has led to several advanced clinical trials and therapies. [31] South Korea is also actively engaged in stem cell research and has a history of breakthroughs in cloning and embryonic stem cells. [32] However, the field is controversial, and there are issues of scientific integrity. For example, the Korean FDA fast-tracked products for approval, [33] and in another instance, the oocyte source was unclear and possibly violated ethical standards. [34] Trust is important in research, as it builds collaborative foundations between colleagues, trial participant comfort, open-mindedness for complicated and sensitive discussions, and supports regulatory procedures for stakeholders. There is a need to respect the culture’s interest, engagement, and for research and clinical trials to be transparent and have ethical oversight to promote global research discourse and trust.

d.     Middle East

Countries in the Middle East have varying degrees of acceptance of or restrictions to policies related to using embryonic stem cells due to cultural and religious influences. Saudi Arabia has made significant contributions to stem cell research, and conducts research based on international guidelines for ethical conduct and under strict adherence to guidelines in accordance with Islamic principles. Specifically, the Saudi government and people require ESC research to adhere to Sharia law. In addition to umbilical and placental stem cells, [35] Saudi Arabia permits the use of embryonic stem cells as long as they come from miscarriages, therapeutic abortions permissible by Sharia law, or are left over from in vitro fertilization and donated to research. [36] Laws and ethical guidelines for stem cell research allow the development of research institutions such as the King Abdullah International Medical Research Center, which has a cord blood bank and a stem cell registry with nearly 10,000 donors. [37] Such volume and acceptance are due to the ethical ‘permissibility’ of the donor sources, which do not conflict with religious pillars. However, some researchers err on the side of caution, choosing not to use embryos or fetal tissue as they feel it is unethical to do so. [38]

Jordan has a positive research ethics culture. [39] However, there is a significant issue of lack of trust in researchers, with 45.23 percent (38.66 percent agreeing and 6.57 percent strongly agreeing) of Jordanians holding a low level of trust in researchers, compared to 81.34 percent of Jordanians agreeing that they feel safe to participate in a research trial. [40] Safety testifies to the feeling of confidence that adequate measures are in place to protect participants from harm, whereas trust in researchers could represent the confidence in researchers to act in the participants’ best interests, adhere to ethical guidelines, provide accurate information, and respect participants’ rights and dignity. One method to improve trust would be to address communication issues relevant to ESC. Legislation surrounding stem cell research has adopted specific language, especially concerning clarification “between ‘stem cells’ and ‘embryonic stem cells’” in translation. [41] Furthermore, legislation “mandates the creation of a national committee… laying out specific regulations for stem-cell banking in accordance with international standards.” [42] This broad regulation opens the door for future global engagement and maintains transparency. However, these regulations may also constrain the influence of research direction, pace, and accessibility of research outcomes.

e.     Europe

In the European Union (EU), ethics is also principle-based, but the principles of autonomy, dignity, integrity, and vulnerability are interconnected. [43] As such, the opportunity for cohesion and concessions between individuals’ thoughts and ideals allows for a more adaptable ethics model due to the flexible principles that relate to the human experience The EU has put forth a framework in its Convention for the Protection of Human Rights and Dignity of the Human Being allowing member states to take different approaches. Each European state applies these principles to its specific conventions, leading to or reflecting different acceptance levels of stem cell research. [44]

For example, in Germany, Lebenzusammenhang , or the coherence of life, references integrity in the unity of human culture. Namely, the personal sphere “should not be subject to external intervention.” [45]  Stem cell interventions could affect this concept of bodily completeness, leading to heavy restrictions. Under the Grundgesetz, human dignity and the right to life with physical integrity are paramount. [46] The Embryo Protection Act of 1991 made producing cell lines illegal. Cell lines can be imported if approved by the Central Ethics Commission for Stem Cell Research only if they were derived before May 2007. [47] Stem cell research respects the integrity of life for the embryo with heavy specifications and intense oversight. This is vastly different in Finland, where the regulatory bodies find research more permissible in IVF excess, but only up to 14 days after fertilization. [48] Spain’s approach differs still, with a comprehensive regulatory framework. [49] Thus, research regulation can be culture-specific due to variations in applied principles. Diverse cultures call for various approaches to ethical permissibility. [50] Only an adaptive-deliberative model can address the cultural constructions of self and achieve positive, culturally sensitive stem cell research practices. [51]

II.     Religious Perspectives on ESC

Embryonic stem cell sources are the main consideration within religious contexts. While individuals may not regard their own religious texts as authoritative or factual, religion can shape their foundations or perspectives.

The Qur'an states:

“And indeed We created man from a quintessence of clay. Then We placed within him a small quantity of nutfa (sperm to fertilize) in a safe place. Then We have fashioned the nutfa into an ‘alaqa (clinging clot or cell cluster), then We developed the ‘alaqa into mudgha (a lump of flesh), and We made mudgha into bones, and clothed the bones with flesh, then We brought it into being as a new creation. So Blessed is Allah, the Best of Creators.” [52]

Many scholars of Islam estimate the time of soul installment, marked by the angel breathing in the soul to bring the individual into creation, as 120 days from conception. [53] Personhood begins at this point, and the value of life would prohibit research or experimentation that could harm the individual. If the fetus is more than 120 days old, the time ensoulment is interpreted to occur according to Islamic law, abortion is no longer permissible. [54] There are a few opposing opinions about early embryos in Islamic traditions. According to some Islamic theologians, there is no ensoulment of the early embryo, which is the source of stem cells for ESC research. [55]

In Buddhism, the stance on stem cell research is not settled. The main tenets, the prohibition against harming or destroying others (ahimsa) and the pursuit of knowledge (prajña) and compassion (karuna), leave Buddhist scholars and communities divided. [56] Some scholars argue stem cell research is in accordance with the Buddhist tenet of seeking knowledge and ending human suffering. Others feel it violates the principle of not harming others. Finding the balance between these two points relies on the karmic burden of Buddhist morality. In trying to prevent ahimsa towards the embryo, Buddhist scholars suggest that to comply with Buddhist tenets, research cannot be done as the embryo has personhood at the moment of conception and would reincarnate immediately, harming the individual's ability to build their karmic burden. [57] On the other hand, the Bodhisattvas, those considered to be on the path to enlightenment or Nirvana, have given organs and flesh to others to help alleviate grieving and to benefit all. [58] Acceptance varies on applied beliefs and interpretations.

Catholicism does not support embryonic stem cell research, as it entails creation or destruction of human embryos. This destruction conflicts with the belief in the sanctity of life. For example, in the Old Testament, Genesis describes humanity as being created in God’s image and multiplying on the Earth, referencing the sacred rights to human conception and the purpose of development and life. In the Ten Commandments, the tenet that one should not kill has numerous interpretations where killing could mean murder or shedding of the sanctity of life, demonstrating the high value of human personhood. In other books, the theological conception of when life begins is interpreted as in utero, [59] highlighting the inviolability of life and its formation in vivo to make a religious point for accepting such research as relatively limited, if at all. [60] The Vatican has released ethical directives to help apply a theological basis to modern-day conflicts. The Magisterium of the Church states that “unless there is a moral certainty of not causing harm,” experimentation on fetuses, fertilized cells, stem cells, or embryos constitutes a crime. [61] Such procedures would not respect the human person who exists at these stages, according to Catholicism. Damages to the embryo are considered gravely immoral and illicit. [62] Although the Catholic Church officially opposes abortion, surveys demonstrate that many Catholic people hold pro-choice views, whether due to the context of conception, stage of pregnancy, threat to the mother’s life, or for other reasons, demonstrating that practicing members can also accept some but not all tenets. [63]

Some major Jewish denominations, such as the Reform, Conservative, and Reconstructionist movements, are open to supporting ESC use or research as long as it is for saving a life. [64] Within Judaism, the Talmud, or study, gives personhood to the child at birth and emphasizes that life does not begin at conception: [65]

“If she is found pregnant, until the fortieth day it is mere fluid,” [66]

Whereas most religions prioritize the status of human embryos, the Halakah (Jewish religious law) states that to save one life, most other religious laws can be ignored because it is in pursuit of preservation. [67] Stem cell research is accepted due to application of these religious laws.

We recognize that all religions contain subsets and sects. The variety of environmental and cultural differences within religious groups requires further analysis to respect the flexibility of religious thoughts and practices. We make no presumptions that all cultures require notions of autonomy or morality as under the common morality theory , which asserts a set of universal moral norms that all individuals share provides moral reasoning and guides ethical decisions. [68] We only wish to show that the interaction with morality varies between cultures and countries.

III.     A Flexible Ethical Approach

The plurality of different moral approaches described above demonstrates that there can be no universally acceptable uniform law for ESC on a global scale. Instead of developing one standard, flexible ethical applications must be continued. We recommend local guidelines that incorporate important cultural and ethical priorities.

While the Declaration of Helsinki is more relevant to people in clinical trials receiving ESC products, in keeping with the tradition of protections for research subjects, consent of the donor is an ethical requirement for ESC donation in many jurisdictions including the US, Canada, and Europe. [69] The Declaration of Helsinki provides a reference point for regulatory standards and could potentially be used as a universal baseline for obtaining consent prior to gamete or embryo donation.

For instance, in Columbia University’s egg donor program for stem cell research, donors followed standard screening protocols and “underwent counseling sessions that included information as to the purpose of oocyte donation for research, what the oocytes would be used for, the risks and benefits of donation, and process of oocyte stimulation” to ensure transparency for consent. [70] The program helped advance stem cell research and provided clear and safe research methods with paid participants. Though paid participation or covering costs of incidental expenses may not be socially acceptable in every culture or context, [71] and creating embryos for ESC research is illegal in many jurisdictions, Columbia’s program was effective because of the clear and honest communications with donors, IRBs, and related stakeholders.  This example demonstrates that cultural acceptance of scientific research and of the idea that an egg or embryo does not have personhood is likely behind societal acceptance of donating eggs for ESC research. As noted, many countries do not permit the creation of embryos for research.

Proper communication and education regarding the process and purpose of stem cell research may bolster comprehension and garner more acceptance. “Given the sensitive subject material, a complete consent process can support voluntary participation through trust, understanding, and ethical norms from the cultures and morals participants value. This can be hard for researchers entering countries of different socioeconomic stability, with different languages and different societal values. [72]

An adequate moral foundation in medical ethics is derived from the cultural and religious basis that informs knowledge and actions. [73] Understanding local cultural and religious values and their impact on research could help researchers develop humility and promote inclusion.

IV.     Concerns

Some may argue that if researchers all adhere to one ethics standard, protection will be satisfied across all borders, and the global public will trust researchers. However, defining what needs to be protected and how to define such research standards is very specific to the people to which standards are applied. We suggest that applying one uniform guide cannot accurately protect each individual because we all possess our own perceptions and interpretations of social values. [74] Therefore, the issue of not adjusting to the moral pluralism between peoples in applying one standard of ethics can be resolved by building out ethics models that can be adapted to different cultures and religions.

Other concerns include medical tourism, which may promote health inequities. [75] Some countries may develop and approve products derived from ESC research before others, compromising research ethics or drug approval processes. There are also concerns about the sale of unauthorized stem cell treatments, for example, those without FDA approval in the United States. Countries with robust research infrastructures may be tempted to attract medical tourists, and some customers will have false hopes based on aggressive publicity of unproven treatments. [76]

For example, in China, stem cell clinics can market to foreign clients who are not protected under the regulatory regimes. Companies employ a marketing strategy of “ethically friendly” therapies. Specifically, in the case of Beike, China’s leading stem cell tourism company and sprouting network, ethical oversight of administrators or health bureaus at one site has “the unintended consequence of shifting questionable activities to another node in Beike's diffuse network.” [77] In contrast, Jordan is aware of stem cell research’s potential abuse and its own status as a “health-care hub.” Jordan’s expanded regulations include preserving the interests of individuals in clinical trials and banning private companies from ESC research to preserve transparency and the integrity of research practices. [78]

The social priorities of the community are also a concern. The ISSCR explicitly states that guidelines “should be periodically revised to accommodate scientific advances, new challenges, and evolving social priorities.” [79] The adaptable ethics model extends this consideration further by addressing whether research is warranted given the varying degrees of socioeconomic conditions, political stability, and healthcare accessibilities and limitations. An ethical approach would require discussion about resource allocation and appropriate distribution of funds. [80]

While some religions emphasize the sanctity of life from conception, which may lead to public opposition to ESC research, others encourage ESC research due to its potential for healing and alleviating human pain. Many countries have special regulations that balance local views on embryonic personhood, the benefits of research as individual or societal goods, and the protection of human research subjects. To foster understanding and constructive dialogue, global policy frameworks should prioritize the protection of universal human rights, transparency, and informed consent. In addition to these foundational global policies, we recommend tailoring local guidelines to reflect the diverse cultural and religious perspectives of the populations they govern. Ethics models should be adapted to local populations to effectively establish research protections, growth, and possibilities of stem cell research.

For example, in countries with strong beliefs in the moral sanctity of embryos or heavy religious restrictions, an adaptive model can allow for discussion instead of immediate rejection. In countries with limited individual rights and voice in science policy, an adaptive model ensures cultural, moral, and religious views are taken into consideration, thereby building social inclusion. While this ethical consideration by the government may not give a complete voice to every individual, it will help balance policies and maintain the diverse perspectives of those it affects. Embracing an adaptive ethics model of ESC research promotes open-minded dialogue and respect for the importance of human belief and tradition. By actively engaging with cultural and religious values, researchers can better handle disagreements and promote ethical research practices that benefit each society.

This brief exploration of the religious and cultural differences that impact ESC research reveals the nuances of relative ethics and highlights a need for local policymakers to apply a more intense adaptive model.

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[2] Poliwoda, S., Noor, N., Downs, E., Schaaf, A., Cantwell, A., Ganti, L., Kaye, A. D., Mosel, L. I., Carroll, C. B., Viswanath, O., & Urits, I. (2022). Stem cells: a comprehensive review of origins and emerging clinical roles in medical practice.  Orthopedic reviews ,  14 (3), 37498. https://doi.org/10.52965/001c.37498

[3] International Society for Stem Cell Research. (2023). Laboratory-based human embryonic stem cell research, embryo research, and related research activities . International Society for Stem Cell Research. https://www.isscr.org/guidelines/blog-post-title-one-ed2td-6fcdk ; Kimmelman, J., Hyun, I., Benvenisty, N.  et al.  Policy: Global standards for stem-cell research.  Nature   533 , 311–313 (2016). https://doi.org/10.1038/533311a

[4] International Society for Stem Cell Research. (2023). Laboratory-based human embryonic stem cell research, embryo research, and related research activities . International Society for Stem Cell Research. https://www.isscr.org/guidelines/blog-post-title-one-ed2td-6fcdk

[5] Concerning the moral philosophies of stem cell research, our paper does not posit a personal moral stance nor delve into the “when” of human life begins. To read further about the philosophical debate, consider the following sources:

Sandel M. J. (2004). Embryo ethics--the moral logic of stem-cell research.  The New England journal of medicine ,  351 (3), 207–209. https://doi.org/10.1056/NEJMp048145 ; George, R. P., & Lee, P. (2020, September 26). Acorns and Embryos . The New Atlantis. https://www.thenewatlantis.com/publications/acorns-and-embryos ; Sagan, A., & Singer, P. (2007). The moral status of stem cells. Metaphilosophy , 38 (2/3), 264–284. http://www.jstor.org/stable/24439776 ; McHugh P. R. (2004). Zygote and "clonote"--the ethical use of embryonic stem cells.  The New England journal of medicine ,  351 (3), 209–211. https://doi.org/10.1056/NEJMp048147 ; Kurjak, A., & Tripalo, A. (2004). The facts and doubts about beginning of the human life and personality.  Bosnian journal of basic medical sciences ,  4 (1), 5–14. https://doi.org/10.17305/bjbms.2004.3453

[6] Vazin, T., & Freed, W. J. (2010). Human embryonic stem cells: derivation, culture, and differentiation: a review.  Restorative neurology and neuroscience ,  28 (4), 589–603. https://doi.org/10.3233/RNN-2010-0543

[7] Socially, at its core, the Western approach to ethics is widely principle-based, autonomy being one of the key factors to ensure a fundamental respect for persons within research. For information regarding autonomy in research, see: Department of Health, Education, and Welfare, & National Commission for the Protection of Human Subjects of Biomedical and Behavioral Research (1978). The Belmont Report. Ethical principles and guidelines for the protection of human subjects of research.; For a more in-depth review of autonomy within the US, see: Beauchamp, T. L., & Childress, J. F. (1994). Principles of Biomedical Ethics . Oxford University Press.

[8] Sherley v. Sebelius , 644 F.3d 388 (D.C. Cir. 2011), citing 45 C.F.R. 46.204(b) and [42 U.S.C. § 289g(b)]. https://www.cadc.uscourts.gov/internet/opinions.nsf/6c690438a9b43dd685257a64004ebf99/$file/11-5241-1391178.pdf

[9] Stem Cell Research Enhancement Act of 2005, H. R. 810, 109 th Cong. (2001). https://www.govtrack.us/congress/bills/109/hr810/text ; Bush, G. W. (2006, July 19). Message to the House of Representatives . National Archives and Records Administration. https://georgewbush-whitehouse.archives.gov/news/releases/2006/07/20060719-5.html

[10] National Archives and Records Administration. (2009, March 9). Executive order 13505 -- removing barriers to responsible scientific research involving human stem cells . National Archives and Records Administration. https://obamawhitehouse.archives.gov/the-press-office/removing-barriers-responsible-scientific-research-involving-human-stem-cells

[11] Hurlbut, W. B. (2006). Science, Religion, and the Politics of Stem Cells.  Social Research ,  73 (3), 819–834. http://www.jstor.org/stable/40971854

[12] Akpa-Inyang, Francis & Chima, Sylvester. (2021). South African traditional values and beliefs regarding informed consent and limitations of the principle of respect for autonomy in African communities: a cross-cultural qualitative study. BMC Medical Ethics . 22. 10.1186/s12910-021-00678-4.

[13] Source for further reading: Tangwa G. B. (2007). Moral status of embryonic stem cells: perspective of an African villager. Bioethics , 21(8), 449–457. https://doi.org/10.1111/j.1467-8519.2007.00582.x , see also Mnisi, F. M. (2020). An African analysis based on ethics of Ubuntu - are human embryonic stem cell patents morally justifiable? African Insight , 49 (4).

[14] Jecker, N. S., & Atuire, C. (2021). Bioethics in Africa: A contextually enlightened analysis of three cases. Developing World Bioethics , 22 (2), 112–122. https://doi.org/10.1111/dewb.12324

[15] Jecker, N. S., & Atuire, C. (2021). Bioethics in Africa: A contextually enlightened analysis of three cases. Developing World Bioethics, 22(2), 112–122. https://doi.org/10.1111/dewb.12324

[16] Jackson, C.S., Pepper, M.S. Opportunities and barriers to establishing a cell therapy programme in South Africa.  Stem Cell Res Ther   4 , 54 (2013). https://doi.org/10.1186/scrt204 ; Pew Research Center. (2014, May 1). Public health a major priority in African nations . Pew Research Center’s Global Attitudes Project. https://www.pewresearch.org/global/2014/05/01/public-health-a-major-priority-in-african-nations/

[17] Department of Health Republic of South Africa. (2021). Health Research Priorities (revised) for South Africa 2021-2024 . National Health Research Strategy. https://www.health.gov.za/wp-content/uploads/2022/05/National-Health-Research-Priorities-2021-2024.pdf

[18] Oosthuizen, H. (2013). Legal and Ethical Issues in Stem Cell Research in South Africa. In: Beran, R. (eds) Legal and Forensic Medicine. Springer, Berlin, Heidelberg. https://doi.org/10.1007/978-3-642-32338-6_80 , see also: Gaobotse G (2018) Stem Cell Research in Africa: Legislation and Challenges. J Regen Med 7:1. doi: 10.4172/2325-9620.1000142

[19] United States Bureau of Citizenship and Immigration Services. (1998). Tunisia: Information on the status of Christian conversions in Tunisia . UNHCR Web Archive. https://webarchive.archive.unhcr.org/20230522142618/https://www.refworld.org/docid/3df0be9a2.html

[20] Gaobotse, G. (2018) Stem Cell Research in Africa: Legislation and Challenges. J Regen Med 7:1. doi: 10.4172/2325-9620.1000142

[21] Kooli, C. Review of assisted reproduction techniques, laws, and regulations in Muslim countries.  Middle East Fertil Soc J   24 , 8 (2020). https://doi.org/10.1186/s43043-019-0011-0 ; Gaobotse, G. (2018) Stem Cell Research in Africa: Legislation and Challenges. J Regen Med 7:1. doi: 10.4172/2325-9620.1000142

[22] Pang M. C. (1999). Protective truthfulness: the Chinese way of safeguarding patients in informed treatment decisions. Journal of medical ethics , 25(3), 247–253. https://doi.org/10.1136/jme.25.3.247

[23] Wang, L., Wang, F., & Zhang, W. (2021). Bioethics in China’s biosecurity law: Forms, effects, and unsettled issues. Journal of law and the biosciences , 8(1).  https://doi.org/10.1093/jlb/lsab019 https://academic.oup.com/jlb/article/8/1/lsab019/6299199

[24] Wang, Y., Xue, Y., & Guo, H. D. (2022). Intervention effects of traditional Chinese medicine on stem cell therapy of myocardial infarction.  Frontiers in pharmacology ,  13 , 1013740. https://doi.org/10.3389/fphar.2022.1013740

[25] Li, X.-T., & Zhao, J. (2012). Chapter 4: An Approach to the Nature of Qi in TCM- Qi and Bioenergy. In Recent Advances in Theories and Practice of Chinese Medicine (p. 79). InTech.

[26] Luo, D., Xu, Z., Wang, Z., & Ran, W. (2021). China's Stem Cell Research and Knowledge Levels of Medical Practitioners and Students.  Stem cells international ,  2021 , 6667743. https://doi.org/10.1155/2021/6667743

[27] Luo, D., Xu, Z., Wang, Z., & Ran, W. (2021). China's Stem Cell Research and Knowledge Levels of Medical Practitioners and Students.  Stem cells international ,  2021 , 6667743. https://doi.org/10.1155/2021/6667743

[28] Zhang, J. Y. (2017). Lost in translation? accountability and governance of Clinical Stem Cell Research in China. Regenerative Medicine , 12 (6), 647–656. https://doi.org/10.2217/rme-2017-0035

[29] Wang, L., Wang, F., & Zhang, W. (2021). Bioethics in China’s biosecurity law: Forms, effects, and unsettled issues. Journal of law and the biosciences , 8(1).  https://doi.org/10.1093/jlb/lsab019 https://academic.oup.com/jlb/article/8/1/lsab019/6299199

[30] Chen, H., Wei, T., Wang, H.  et al.  Association of China’s two-child policy with changes in number of births and birth defects rate, 2008–2017.  BMC Public Health   22 , 434 (2022). https://doi.org/10.1186/s12889-022-12839-0

[31] Azuma, K. Regulatory Landscape of Regenerative Medicine in Japan.  Curr Stem Cell Rep   1 , 118–128 (2015). https://doi.org/10.1007/s40778-015-0012-6

[32] Harris, R. (2005, May 19). Researchers Report Advance in Stem Cell Production . NPR. https://www.npr.org/2005/05/19/4658967/researchers-report-advance-in-stem-cell-production

[33] Park, S. (2012). South Korea steps up stem-cell work.  Nature . https://doi.org/10.1038/nature.2012.10565

[34] Resnik, D. B., Shamoo, A. E., & Krimsky, S. (2006). Fraudulent human embryonic stem cell research in South Korea: lessons learned.  Accountability in research ,  13 (1), 101–109. https://doi.org/10.1080/08989620600634193 .

[35] Alahmad, G., Aljohani, S., & Najjar, M. F. (2020). Ethical challenges regarding the use of stem cells: interviews with researchers from Saudi Arabia. BMC medical ethics, 21(1), 35. https://doi.org/10.1186/s12910-020-00482-6

[36] Association for the Advancement of Blood and Biotherapies.  https://www.aabb.org/regulatory-and-advocacy/regulatory-affairs/regulatory-for-cellular-therapies/international-competent-authorities/saudi-arabia

[37] Alahmad, G., Aljohani, S., & Najjar, M. F. (2020). Ethical challenges regarding the use of stem cells: Interviews with researchers from Saudi Arabia.  BMC medical ethics ,  21 (1), 35. https://doi.org/10.1186/s12910-020-00482-6

[38] Alahmad, G., Aljohani, S., & Najjar, M. F. (2020). Ethical challenges regarding the use of stem cells: Interviews with researchers from Saudi Arabia. BMC medical ethics , 21(1), 35. https://doi.org/10.1186/s12910-020-00482-6

Culturally, autonomy practices follow a relational autonomy approach based on a paternalistic deontological health care model. The adherence to strict international research policies and religious pillars within the regulatory environment is a great foundation for research ethics. However, there is a need to develop locally targeted ethics approaches for research (as called for in Alahmad, G., Aljohani, S., & Najjar, M. F. (2020). Ethical challenges regarding the use of stem cells: interviews with researchers from Saudi Arabia. BMC medical ethics, 21(1), 35. https://doi.org/10.1186/s12910-020-00482-6), this decision-making approach may help advise a research decision model. For more on the clinical cultural autonomy approaches, see: Alabdullah, Y. Y., Alzaid, E., Alsaad, S., Alamri, T., Alolayan, S. W., Bah, S., & Aljoudi, A. S. (2022). Autonomy and paternalism in Shared decision‐making in a Saudi Arabian tertiary hospital: A cross‐sectional study. Developing World Bioethics , 23 (3), 260–268. https://doi.org/10.1111/dewb.12355 ; Bukhari, A. A. (2017). Universal Principles of Bioethics and Patient Rights in Saudi Arabia (Doctoral dissertation, Duquesne University). https://dsc.duq.edu/etd/124; Ladha, S., Nakshawani, S. A., Alzaidy, A., & Tarab, B. (2023, October 26). Islam and Bioethics: What We All Need to Know . Columbia University School of Professional Studies. https://sps.columbia.edu/events/islam-and-bioethics-what-we-all-need-know

[39] Ababneh, M. A., Al-Azzam, S. I., Alzoubi, K., Rababa’h, A., & Al Demour, S. (2021). Understanding and attitudes of the Jordanian public about clinical research ethics.  Research Ethics ,  17 (2), 228-241.  https://doi.org/10.1177/1747016120966779

[40] Ababneh, M. A., Al-Azzam, S. I., Alzoubi, K., Rababa’h, A., & Al Demour, S. (2021). Understanding and attitudes of the Jordanian public about clinical research ethics.  Research Ethics ,  17 (2), 228-241.  https://doi.org/10.1177/1747016120966779

[41] Dajani, R. (2014). Jordan’s stem-cell law can guide the Middle East.  Nature  510, 189. https://doi.org/10.1038/510189a

[42] Dajani, R. (2014). Jordan’s stem-cell law can guide the Middle East.  Nature  510, 189. https://doi.org/10.1038/510189a

[43] The EU’s definition of autonomy relates to the capacity for creating ideas, moral insight, decisions, and actions without constraint, personal responsibility, and informed consent. However, the EU views autonomy as not completely able to protect individuals and depends on other principles, such as dignity, which “expresses the intrinsic worth and fundamental equality of all human beings.” Rendtorff, J.D., Kemp, P. (2019). Four Ethical Principles in European Bioethics and Biolaw: Autonomy, Dignity, Integrity and Vulnerability. In: Valdés, E., Lecaros, J. (eds) Biolaw and Policy in the Twenty-First Century. International Library of Ethics, Law, and the New Medicine, vol 78. Springer, Cham. https://doi.org/10.1007/978-3-030-05903-3_3

[44] Council of Europe. Convention for the protection of Human Rights and Dignity of the Human Being with regard to the Application of Biology and Medicine: Convention on Human Rights and Biomedicine (ETS No. 164) https://www.coe.int/en/web/conventions/full-list?module=treaty-detail&treatynum=164 (forbidding the creation of embryos for research purposes only, and suggests embryos in vitro have protections.); Also see Drabiak-Syed B. K. (2013). New President, New Human Embryonic Stem Cell Research Policy: Comparative International Perspectives and Embryonic Stem Cell Research Laws in France.  Biotechnology Law Report ,  32 (6), 349–356. https://doi.org/10.1089/blr.2013.9865

[45] Rendtorff, J.D., Kemp, P. (2019). Four Ethical Principles in European Bioethics and Biolaw: Autonomy, Dignity, Integrity and Vulnerability. In: Valdés, E., Lecaros, J. (eds) Biolaw and Policy in the Twenty-First Century. International Library of Ethics, Law, and the New Medicine, vol 78. Springer, Cham. https://doi.org/10.1007/978-3-030-05903-3_3

[46] Tomuschat, C., Currie, D. P., Kommers, D. P., & Kerr, R. (Trans.). (1949, May 23). Basic law for the Federal Republic of Germany. https://www.btg-bestellservice.de/pdf/80201000.pdf

[47] Regulation of Stem Cell Research in Germany . Eurostemcell. (2017, April 26). https://www.eurostemcell.org/regulation-stem-cell-research-germany

[48] Regulation of Stem Cell Research in Finland . Eurostemcell. (2017, April 26). https://www.eurostemcell.org/regulation-stem-cell-research-finland

[49] Regulation of Stem Cell Research in Spain . Eurostemcell. (2017, April 26). https://www.eurostemcell.org/regulation-stem-cell-research-spain

[50] Some sources to consider regarding ethics models or regulatory oversights of other cultures not covered:

Kara MA. Applicability of the principle of respect for autonomy: the perspective of Turkey. J Med Ethics. 2007 Nov;33(11):627-30. doi: 10.1136/jme.2006.017400. PMID: 17971462; PMCID: PMC2598110.

Ugarte, O. N., & Acioly, M. A. (2014). The principle of autonomy in Brazil: one needs to discuss it ...  Revista do Colegio Brasileiro de Cirurgioes ,  41 (5), 374–377. https://doi.org/10.1590/0100-69912014005013

Bharadwaj, A., & Glasner, P. E. (2012). Local cells, global science: The rise of embryonic stem cell research in India . Routledge.

For further research on specific European countries regarding ethical and regulatory framework, we recommend this database: Regulation of Stem Cell Research in Europe . Eurostemcell. (2017, April 26). https://www.eurostemcell.org/regulation-stem-cell-research-europe   

[51] Klitzman, R. (2006). Complications of culture in obtaining informed consent. The American Journal of Bioethics, 6(1), 20–21. https://doi.org/10.1080/15265160500394671 see also: Ekmekci, P. E., & Arda, B. (2017). Interculturalism and Informed Consent: Respecting Cultural Differences without Breaching Human Rights.  Cultura (Iasi, Romania) ,  14 (2), 159–172.; For why trust is important in research, see also: Gray, B., Hilder, J., Macdonald, L., Tester, R., Dowell, A., & Stubbe, M. (2017). Are research ethics guidelines culturally competent?  Research Ethics ,  13 (1), 23-41.  https://doi.org/10.1177/1747016116650235

[52] The Qur'an  (M. Khattab, Trans.). (1965). Al-Mu’minun, 23: 12-14. https://quran.com/23

[53] Lenfest, Y. (2017, December 8). Islam and the beginning of human life . Bill of Health. https://blog.petrieflom.law.harvard.edu/2017/12/08/islam-and-the-beginning-of-human-life/

[54] Aksoy, S. (2005). Making regulations and drawing up legislation in Islamic countries under conditions of uncertainty, with special reference to embryonic stem cell research. Journal of Medical Ethics , 31: 399-403.; see also: Mahmoud, Azza. "Islamic Bioethics: National Regulations and Guidelines of Human Stem Cell Research in the Muslim World." Master's thesis, Chapman University, 2022. https://doi.org/10.36837/ chapman.000386

[55] Rashid, R. (2022). When does Ensoulment occur in the Human Foetus. Journal of the British Islamic Medical Association , 12 (4). ISSN 2634 8071. https://www.jbima.com/wp-content/uploads/2023/01/2-Ethics-3_-Ensoulment_Rafaqat.pdf.

[56] Sivaraman, M. & Noor, S. (2017). Ethics of embryonic stem cell research according to Buddhist, Hindu, Catholic, and Islamic religions: perspective from Malaysia. Asian Biomedicine,8(1) 43-52.  https://doi.org/10.5372/1905-7415.0801.260

[57] Jafari, M., Elahi, F., Ozyurt, S. & Wrigley, T. (2007). 4. Religious Perspectives on Embryonic Stem Cell Research. In K. Monroe, R. Miller & J. Tobis (Ed.),  Fundamentals of the Stem Cell Debate: The Scientific, Religious, Ethical, and Political Issues  (pp. 79-94). Berkeley: University of California Press.  https://escholarship.org/content/qt9rj0k7s3/qt9rj0k7s3_noSplash_f9aca2e02c3777c7fb76ea768ba458f0.pdf https://doi.org/10.1525/9780520940994-005

[58] Lecso, P. A. (1991). The Bodhisattva Ideal and Organ Transplantation.  Journal of Religion and Health ,  30 (1), 35–41. http://www.jstor.org/stable/27510629 ; Bodhisattva, S. (n.d.). The Key of Becoming a Bodhisattva . A Guide to the Bodhisattva Way of Life. http://www.buddhism.org/Sutras/2/BodhisattvaWay.htm

[59] There is no explicit religious reference to when life begins or how to conduct research that interacts with the concept of life. However, these are relevant verses pertaining to how the fetus is viewed. (( King James Bible . (1999). Oxford University Press. (original work published 1769))

Jerimiah 1: 5 “Before I formed thee in the belly I knew thee; and before thou camest forth out of the womb I sanctified thee…”

In prophet Jerimiah’s insight, God set him apart as a person known before childbirth, a theme carried within the Psalm of David.

Psalm 139: 13-14 “…Thou hast covered me in my mother's womb. I will praise thee; for I am fearfully and wonderfully made…”

These verses demonstrate David’s respect for God as an entity that would know of all man’s thoughts and doings even before birth.

[60] It should be noted that abortion is not supported as well.

[61] The Vatican. (1987, February 22). Instruction on Respect for Human Life in Its Origin and on the Dignity of Procreation Replies to Certain Questions of the Day . Congregation For the Doctrine of the Faith. https://www.vatican.va/roman_curia/congregations/cfaith/documents/rc_con_cfaith_doc_19870222_respect-for-human-life_en.html

[62] The Vatican. (2000, August 25). Declaration On the Production and the Scientific and Therapeutic Use of Human Embryonic Stem Cells . Pontifical Academy for Life. https://www.vatican.va/roman_curia/pontifical_academies/acdlife/documents/rc_pa_acdlife_doc_20000824_cellule-staminali_en.html ; Ohara, N. (2003). Ethical Consideration of Experimentation Using Living Human Embryos: The Catholic Church’s Position on Human Embryonic Stem Cell Research and Human Cloning. Department of Obstetrics and Gynecology . Retrieved from https://article.imrpress.com/journal/CEOG/30/2-3/pii/2003018/77-81.pdf.

[63] Smith, G. A. (2022, May 23). Like Americans overall, Catholics vary in their abortion views, with regular mass attenders most opposed . Pew Research Center. https://www.pewresearch.org/short-reads/2022/05/23/like-americans-overall-catholics-vary-in-their-abortion-views-with-regular-mass-attenders-most-opposed/

[64] Rosner, F., & Reichman, E. (2002). Embryonic stem cell research in Jewish law. Journal of halacha and contemporary society , (43), 49–68.; Jafari, M., Elahi, F., Ozyurt, S. & Wrigley, T. (2007). 4. Religious Perspectives on Embryonic Stem Cell Research. In K. Monroe, R. Miller & J. Tobis (Ed.),  Fundamentals of the Stem Cell Debate: The Scientific, Religious, Ethical, and Political Issues  (pp. 79-94). Berkeley: University of California Press.  https://escholarship.org/content/qt9rj0k7s3/qt9rj0k7s3_noSplash_f9aca2e02c3777c7fb76ea768ba458f0.pdf https://doi.org/10.1525/9780520940994-005

[65] Schenker J. G. (2008). The beginning of human life: status of embryo. Perspectives in Halakha (Jewish Religious Law).  Journal of assisted reproduction and genetics ,  25 (6), 271–276. https://doi.org/10.1007/s10815-008-9221-6

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[67] Jafari, M., Elahi, F., Ozyurt, S. & Wrigley, T. (2007). 4. Religious Perspectives on Embryonic Stem Cell Research. In K. Monroe, R. Miller & J. Tobis (Ed.),  Fundamentals of the Stem Cell Debate: The Scientific, Religious, Ethical, and Political Issues  (pp. 79-94). Berkeley: University of California Press.  https://escholarship.org/content/qt9rj0k7s3/qt9rj0k7s3_noSplash_f9aca2e02c3777c7fb76ea768ba458f0.pdf https://doi.org/10.1525/9780520940994-005

[68] Gert, B. (2007). Common morality: Deciding what to do . Oxford Univ. Press.

[69] World Medical Association (2013). World Medical Association Declaration of Helsinki: ethical principles for medical research involving human subjects. JAMA , 310(20), 2191–2194. https://doi.org/10.1001/jama.2013.281053 Declaration of Helsinki – WMA – The World Medical Association .; see also: National Commission for the Protection of Human Subjects of Biomedical and Behavioral Research. (1979).  The Belmont report: Ethical principles and guidelines for the protection of human subjects of research . U.S. Department of Health and Human Services.  https://www.hhs.gov/ohrp/regulations-and-policy/belmont-report/read-the-belmont-report/index.html

[70] Zakarin Safier, L., Gumer, A., Kline, M., Egli, D., & Sauer, M. V. (2018). Compensating human subjects providing oocytes for stem cell research: 9-year experience and outcomes.  Journal of assisted reproduction and genetics ,  35 (7), 1219–1225. https://doi.org/10.1007/s10815-018-1171-z https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6063839/ see also: Riordan, N. H., & Paz Rodríguez, J. (2021). Addressing concerns regarding associated costs, transparency, and integrity of research in recent stem cell trial. Stem Cells Translational Medicine , 10 (12), 1715–1716. https://doi.org/10.1002/sctm.21-0234

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[75] Pirzada, N. (2022). The Expansion of Turkey’s Medical Tourism Industry.  Voices in Bioethics ,  8 . https://doi.org/10.52214/vib.v8i.9894

[76] Stem Cell Tourism: False Hope for Real Money . Harvard Stem Cell Institute (HSCI). (2023). https://hsci.harvard.edu/stem-cell-tourism , See also: Bissassar, M. (2017). Transnational Stem Cell Tourism: An ethical analysis.  Voices in Bioethics ,  3 . https://doi.org/10.7916/vib.v3i.6027

[77] Song, P. (2011) The proliferation of stem cell therapies in post-Mao China: problematizing ethical regulation,  New Genetics and Society , 30:2, 141-153, DOI:  10.1080/14636778.2011.574375

[78] Dajani, R. (2014). Jordan’s stem-cell law can guide the Middle East.  Nature  510, 189. https://doi.org/10.1038/510189a

[79] International Society for Stem Cell Research. (2024). Standards in stem cell research . International Society for Stem Cell Research. https://www.isscr.org/guidelines/5-standards-in-stem-cell-research

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Mifrah Hayath

SM Candidate Harvard Medical School, MS Biotechnology Johns Hopkins University

Olivia Bowers

MS Bioethics Columbia University (Disclosure: affiliated with Voices in Bioethics)

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