best way to conduct a research project

Illustration by James Round

How to plan a research project

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

by Brooke Harrington + BIO

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

Edited by Sam Haselby

Need to know

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

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

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

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

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

Step 1: Orient yourself

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

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

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

Step 2: Define your research question

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

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

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

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

Step 3: Review previous research

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

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

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

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

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

Step 4: Choose your data and methods

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

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

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

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

Circle back and consider revising your initial plans

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

Key points – How to plan a research project

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

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

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

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

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

Exercise 1: Definition of research question and sources

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

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

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

b) Research question(s)

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

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

c) Annotated bibliography

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

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

Name of author(s):

Publication date:

Title of book, chapter, or article:

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

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

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

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

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

Exercise 2: Towards an analysis

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

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

Links & books

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

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

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

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

How to use ‘possibility thinking’

Have you hit an impasse in your personal or professional life? Answer these questions to open your mind to what’s possible

by Constance de Saint Laurent & Vlad Glăveanu

The nature of reality

How to think about time

This philosopher’s introduction to the nature of time could radically alter how you see your past and imagine your future

by Graeme A Forbes

Cognitive and behavioural therapies

How to stop living on auto-pilot

Are you going through the motions? Use these therapy techniques to set meaningful goals and build a ‘life worth living’

by Kiki Fehling

Choosing & Using Sources: A Guide to Academic Research

(48 reviews)

Cheryl Lowry, Ohio State University

Publisher: Ohio State University Libraries

Language: English

Formats Available

Conditions of use.

Learn more about reviews.

Reviewed by Elbert Davis, Assistant Professor, Marshall University on 10/24/21

Comprehensiveness rating: 5 see less

The author does an incredible job in explaining the research process, from choosing a research question to how to search for sources (and citing those sources), and more. There are relevant self-check quizzes throughout the book to check for understanding, along with other supplemental resources. As the book was published through The Ohio State University, some of the sources are only available to OSU students, but the author makes it clear when this is the case.

Content Accuracy rating: 5

The author did an excellent job with the accuracy of the book, Two specific examples that stood out: taking care to mention that Wikipedia is a great as a starting point, but not as an endpoint for research. Lowry also clearly explained that educational use did not automatically mean fair use, which seems to be an issue with students and faculty alike.

Relevance/Longevity rating: 5

The book should remain relevant in years to come, as academic research seems to follow the same basic pattern. The only issue would be if The Ohio State University changes the links used in the book, although I expect these to be easy to update. The book would still be able to be used without the supplemental links though.

Clarity rating: 5

The book seems to be targeting an introductory audience. Lowry does a great job of breaking down the jargon of academic research into plain English for the beginning researcher.

Consistency rating: 5

I thought the author used approprate terminology for a student learning about academic research.

Modularity rating: 5

The book is designed into specific chapters for the different aspects of choosing a source. While there are specific sections devoted to The Ohio State University library, I would not expect to have any trouble assigning the other chapters in my courses.

Organization/Structure/Flow rating: 5

The author started at the beginning, with how to design a research question before going into choosing a source, which gave good background knowledge.

Interface rating: 5

The contents of the book were clean and crisp. No distortions were noted. Navigation from the table of contents was easy.

Grammatical Errors rating: 5

No grammatical errors were noted.

Cultural Relevance rating: 5

Nothing offensive was in the book.

I have a difficult time in getting beginning graduate student to understand the different types of sources and fair use. I think using most chapters of this book would help a great deal in that comprehension.

Reviewed by Kelly LeFave, Instructor, Portland Community College on 6/15/21

Comprehensiveness rating: 4 see less

This student friendly overview of academic research, including a strong focus on information literacy, covers many of the salient points that college level writing and writing for research classes curricula contain, making it a strong choice as a comprehensive and useful overview. Chapters include enough depth of coverage to make the leap from information to practice for students; self-directed activities are provided to check knowledge, work through concept applications, and offer more specifics. The book provides an easy-to-navigate Table of Contents, but an Index and Glossary do not seem to be available.

Content Accuracy rating: 4

Some errors appear that a thorough proofread would catch. Some resources may need to be updated since information practices and modes change so quickly; some references and links direct students to OSU information that would not apply to all readers.

Relevance/Longevity rating: 4

The book’s topic – academic research – necessarily demands constant updating given our fast-changing digital landscape and the shifting paradigms we are witnessing for locating and evaluating information in our times. Resources can become obsolete fairly quickly in this environment. The book’s content is largely up-to-date, though a thorough review of linked resources, perhaps annually, would be beneficial. For instance, a video on RSS mentioned a Google feature that looks to be no longer available, though finding alternatives proves simple when searched online. The book’s organization makes updating or replacing linked resources easy, so keeping the content relevant would be straightforward with regular review.

Content is presented in a style engaging for students, using the “you” pronoun address to walk readers through a thinking process that applies and links ideas to practice; this effective approach is used for many of the book’s concepts. The writing strikes a good stylistic balance between engaging the student reader and informing/challenging that same reader by modeling research brainstorming or methods. The style seems appropriate for college level readers and college level curricula. The topic of academic research does include some technical terms at times, but the book’s approach is to define and explain such terms a part of its content.

Stylistically and organizationally, the content is consistent and easy-to-follow. A user begins to anticipate knowledge check activities or “try it out” activities at particular points in each section. The knowledge check quizzes, which are simplified multiple choice questions, seem at odds with the highly contextualized concept explanations in much of the book’s prose; perhaps a different approach to knowledge check quizzing, which as an element can be helpful, would work better.

Modularity rating: 4

Headings and subheadings follow a logical organization and are easy to navigate in the book. Some sections do refer to—and link to—other book sections, but most would work as stand-alone modules. An instructor or course designer could pick and choose sections and adapt them for their own purposes. As a whole, the book remains self-referential to the context of a specific university, which limits the easy adaptation of the book, and perhaps even sections, for faculty and course designers at other educational institutions.

The book’s organization is easy to navigate and coheres with the overall focus on presenting academic research and information literacy in a way that invites students toward a practical and fuller understanding. Topic order makes sense and is organized via headings and subheadings well.

Overall, no significant navigation issues or interface distractions.

A few errors that look like typos remain in the book. Otherwise, grammatical errors are not an issue for readability.

Cultural Relevance rating: 4

A more nuanced and inclusive awareness of cultural relevance and diversity is worth considering for the book. The choice of some example topics, such as school shootings, might be distracting or traumatic for some student populations, while adding more examples that showcase interests or topics related to non-dominant cultural ideas would widen the sense of inclusivity throughout the book. Choices might be contingent on the demographics of the Ohio State University population, but more awareness of this aspect of the book might also make it more appealing as a resource for others to adapt

Reviewed by Nell McCabe, Associate Professor, Berkshire Community College on 6/15/21

This text is very-student friendly and covers all aspects of writing a student research paper, including steps that students frequently overlook such as the value of preliminary research and the different ways to incorporate different kinds of... read more

This text provides a well-balanced, research-driven approach to guiding students through the process of writing an academic research paper. Spelling mistakes, flaw grammar and usage, and factual errors are few and far between (as in I didn't find any during the course of this review).

Kinds of sources and the means of evaluating them are broad enough to be long-lasting, but the examples and other supporting details are timely and relevant.

This text uses student-friendly language and avoids jargon and other symptoms of academia run amok, while still maintaining high standards and expectations for students. Connections between the different stages of conducting research and developing an argument are well laid out and clear.

Terms associated with locating, evaluating, and incorporating a range of different kinds of sources are clear and consistent throughout the text.

The chapters do stand alone and I could image someone using bits and pieces or leaving out bits and pieces, but since the text is primarily focused on supporting the needs of a college research throughout the research process, it is hard to image much need for separating it into discrete modules. You could certainly rearrange the order of the chapters too if that worked better for your approach to teaching student research.

The flow of one chapter into the next is well-integrated and smooth. The order of the chapters

I had no issues with the interface; everything worked as expected.

Cultural Relevance rating: 3

The book does not go out of its way to make obviously inclusive examples. Increasing the cultural perspectives represented in the examples would enhance the overall value of this text.

Reviewed by Darci Adolf, Director of Library & Media Services, Oregon Coast Community College on 6/11/21

I found "Choosing and Using Sources" to be quite comprehensive and included the major areas that I cover in my LIB 101 Research skills class. In my class I like to cover each area of Eisenberg's Big6 Research model: Task definition, information seeking strategies, location and access, use of information, synthesis, and evaluation. I was pleased to find the subject of synthesis covered under the writing chapter-- many research textbooks leave this out. I did not find anything that talked about Evaluation of the process and product. Also, I would've liked to have seen social justice and equity issues in information publishing and access addressed as a chapter or portion of a chapter. The textbook has a great Table of Contents, but no index.

This textbook seems to contain accurate and error-free content. I spot-checked most of the chapters and didn't find anything I didn't believe to be true, and links weren't broken. Because this book is mostly factual in nature, there aren't areas where an author's opinion was used over facts, and opinions seem to be be appropriate and unbiased. For example, the author remarks on the use of blogs in research: "Blogs – Frequently updated websites that do not necessarily require extensive technical skills and can be published by virtually anyone for no cost to themselves other than the time they devote to content creation." This is a wide-held belief among librarians.

The content appeared to be up-to-date throughout the book. The area that might change the quickest is the types of sources, Chapter 2 in the book. They did a good job including an overview of all of the major source types and should stay relevant for a good period of time. Because they've listed these source types in a single chapter, updates to the text should be fairly straight forward and easy to do without disturbing much of the rest of the book.

Clarity rating: 4

The text was clear to me, a seasoned librarian. But I think there were terms used throughout the textbook that might not be familiar to a student first starting out in library research. So I would add some clarification around some of the language if I were using this textbook for a lower-level class. For example: There are several types of specialized databases listed including: Bibliographic, Full-text, Multimedia, etc. Many first year students wouldn't know those terms, or others such as "circulation, World-cat, discharge, InterLibrary Loan" and so forth.

The text was consistent throughout in terms of terminology and the overall frame. As I mentioned previously, some of the terms might need to be defined for the first-year student, either in-text or in a separate glossary. The framework is well-done, with clear chapters and sections--it was definitely written by those who teach research at the college level.

The textbook has 13 chapters that are again sub-divided into six or more sub-topics. This makes it very easy for an instructor to pick and choose which topics to cover. The thirteen broader subjects makes it easy to use the entire textbook for a term-- or just choose the pieces you want to use. For example, I would use the "Ethical Use and Citing Sources" chapter if I were doing a one-shot in a classroom, but might choose to use most of the chapters for an online class.

The structure was easy to follow. If I were setting it up myself, I'd probably combine the chapters on Ethical Use of Sources (Ethical Use and Citing Sources, Why Cite Sources, and Challenges in Citing Sources) with the chapter on "How to Cite Sources," but it's easier to have them separate and combine them for a class than to have a big block of text that would make it difficult to work through.

The textbook online version was done in Wordpress, and was easy to view and navigate. There were several other choices for students, including a PDF that could be viewed off line. There were charts, graphs, and links throughout that added to the content, but not so much as to be distracting. Any visuals were simple and enough white space was left as to not overwhelm, with colors that were contrasting visually.

I spot-checked throughout the text in each chapter and did not find any grammatical errors.

The textbook seemed to be inclusive of all races, ethnicities, and backgrounds.

Ohio State University has included a lot of links to their own pages, handouts, and resources that would need to be changed or omitted by a new user. For example, they have a handout from the OSU Writing Center, and they link to the OSU World Cat platform. These would need to be changed by the adopter.

Reviewed by Kaia Henrickson, Assistant Professor of Library & Information Science, Information Literacy Librarian, University of Alaska, Southeast on 11/4/20, updated 12/16/20

This text does a good job highlighting the steps in the research process, from formulating a strong research question, to finding and evaluating sources, to incorporating ideas from research into writing, and finally, to citing and using sources properly. Each chapter can stand on its own as useful content for a research-based course, or the entire text could be used to walk students through the entire research and writing process. Based on tutorials created for Ohio State University Libraries, some sections, like Chapter 5 on search tools as well as some of the activities, are fairly specific to OSU. Still, much of the text and many of the activities are applicable to all student researchers. This would be a great base text for someone who wanted to remix and add in information from their own university library and student service supports to replace the OSU-focused sections.

The material is accurate overall.

Text content, as well as videos and activities, are fairly current. Sections are small, so making updates should be fairly easy.

While the text is generally clear, there are sections that are a bit cumbersome or wordy. The Evaluating Sources section, especially, seems overly complicated.

References and links to other helpful sections within the text are appropriate and useful. Key concepts and ideas are repeated and built upon as the text progresses.

Each chapter is divided into manageable sections, and there are few sections which require a lot of scrolling. Those that are longer are broken up by subheadings. Embedded video content, visuals, and boxes are used to break up the text for easier reading and more visual appeal.

The text clearly progresses through the steps in the research and writing process from start to finish, but it can also be accessed by section if a particular subtopic is all that is needed. Each chapter stands on its own, as well as being integrated into the whole.

Interface rating: 3

The web version of the text has no paragraph indents or lines of space between paragraphs, which makes it a bit difficult to read, especially when there are longer blocks of text. There are many videos included that only have automatically-created closed captions (and a few with no closed captions available at all). A few of the graphics are blurry, but most visual and audiovisual content is clear and easy to read. With some of the linked activities, it is unclear what to do when you have selected an incorrect answer, and there is not much feedback for students who answer questions incorrectly.

Grammatical Errors rating: 4

There are a few typos and other minor issues here and there in the text. Some of the linked activities have more significant errors.

The text is not culturally insensitive, but it also doesn't present much in the way of diversity in examples or ideas. In addition, there is a noticeable amount content that is focused on Ohio State University resources and students, and this may not be relevant for readers from other universities.

Reviewed by Marybeth Beller, Associate Professor, Marshall University on 3/13/20

The book provides a thorough review of the research process; that said, a professor will have to add discipline-specific information and requirements, such as expected citation practices and research methods. read more

I found no errors in the text.

I will use this book for my undergraduate research course as it gives a very good introduction to research, from narrowing the topic to turning questions into hypotheses.

The book is very clear and provides graphs, links and videos for the reader to have additional information as needed.

Each chapter is organized similarly to the others and is written in the same easy-to-follow, technical-free language. It removes any inhibitions a reader might have.

Each chapter section has its own heading and link. The entire book could be assigned or sections of the book could be just as easily assigned. A drop-down table of contents menu allows the reader to move freely between topics.

This guide is beautifully organized for the beginning researcher but can easily be followed through the table of contents for students needed refreshers on particular elements of research.

I found no interface issues at all in navigating the book.

There were no grammatical errors in the text.

I believe the book would be welcomed by a diverse group of people. There is no insensitive language or use of poor examples in the book.

I really enjoyed the organization of the book and that the author takes the time to include links to additional information as well as videos for students who want to spend more time with a particular concept.

Reviewed by Racheal Rothrock, Assistant Professor, Miami University on 2/28/20

The text is comprehensive in its covering of topics related to choosing and using sources, though it does not go into great depth for each topic. Rather this text provides a broad overview around the topic of sources. This text seems to be written... read more

This information is presented in an unbiased way that informs on the topic rather than presenting a strong bias or slant toward a particular type of source (though, there is cultural bias—see review comments in “cultural” section). The text does provide details on what approaches might be more helpful in certain situations. This provides a balance of usefulness for students trying to determine which sources to use, while also not assigning value to some sources over others or create a hierarchy.

Relevance/Longevity rating: 3

The text demonstrates a current understanding around the topic of sources, taking into account the shift away from paper and toward digital sources. While overall this text should be useful for several years, there are some areas that may require updating (e.g. links, OSU policies or statements, specifics about various citation styles, software options available, copyright laws, etc.). Throughout the text, the authors do depend on examples that are specific to OSU (e.g. a section on “WorldCat@OSU”), and this might provide less useful for non-OSU students.

The text is written with simple language and explanations are given for more technical terminology (e.g. peer-reviewed, quantitative, qualitative, etc.).

Little specialized terminology is used throughout the text, however, the language and terminology used is consistent throughout. The format, structure, and approach the authors use, is also consistent throughout the text and forms a cohesive narrative.

The text is broken up by main topics and then within each topic, subtopics are provided to support the main topic. The length of each subtopic is fairly brief and examples are provided throughout with graphical separation for clarity. While the topics and subtopics support each other, each subtopic could be assigned individually and would maintain usefulness.

Organization/Structure/Flow rating: 4

Overall, the organization is logical and clear. There are a few topics that might be shifted in their order, but this is not a critical need. For instance, moving the information about copyright closer to the section on ethical use of sources might make sense, but does not overly disrupt the general flow of the text.

There are no significant issues. A fixed bar at the bottom of the screen allows for navigation to pages directly preceding and proceeding the current page and a clickable contents button at the top right side of the page allows further navigation between sections. Overall, visuals do not appear to be distorted, however, many of the visuals are quite large, taking up the majority of the screen, and could be reduced in size without losing effectiveness. Additionally, on pages 9 and 11, a graphic is presented that contains text that is too small to read. While it is not necessary to read the text in the visual in order to understand the lesson of the section, because it is provided, it would be reasonable to make this large enough to be legible.

The text seems to be free of any major grammatical errors.

This text is written from an academic, western cultural perspective that is relevant to the particular topic and audience (i.e. “A guide to academic research”), but does not take into other ontological or epistemological scholarly perspectives (e.g. testimonios or oral histories as significant sources). The visuals and examples do privilege the U.S. and mainstream cultures, such as through a photo of a White woman using her Mac computer in a library, a photo of a football team, an illustration with the U.S. flag in it, an example question of “How has NASA helped America,” an example opinion of “George Clooney is the sexiest actor alive,” etc. The text is not overtly insensitive or offensive, but it also does not appear to take up or address non-dominant perspectives and cultures in any substantive way.

Reviewed by Audrey Besch, Temporary Faculty , East Tennessee State University on 10/31/19

This text is very comprehensive! From choosing sources to the final research project, this book does a wonderful job of providing all the steps. read more

This text is very comprehensive! From choosing sources to the final research project, this book does a wonderful job of providing all the steps.

Information is accurate for the purposes of writing research and using sources.

Up-to-date and relevant, this text does a good job of outlining various types of sources that can be used and the appropriate ways in which to use them.

Very easy to read content that would be great for students, especially those who are just starting the academic writing process for research.

The text remained consistent in it's use of terminology and framework.

Text has an appropriate use of subheadings and includes activity sections that focus on concepts. Material was broken into easy to grasp ways that didn't seem too lengthy.

Content is well organized and in a logical format for the content provided.

Book did not have any navigation issues and all images were appropriately used for content.

To the extent of my knowledge, there were no grammatical errors in this text.

There were no culturally insensitive issues or offensive language in this text that I could find.

Reviewed by Kris Frykman, Community Faculty, Minnesota State University System on 10/18/19

Comprehensive overview, with examples, to punctuate learning. read more

Comprehensive overview, with examples, to punctuate learning.

Clear, accurate process in showcasing academic research.

Appropriate book for researchers of all levels.

Chapter follow-up questions and videos are included to further enhance clarity.

Terminology and examples are included to further make the content accessible for the reader.

The book is divided in sections so that students can study and apply one concept at a time.

Content is clearly organized.

Charts, diagrams, examples, and videos are highlighted to exemplify key contents.

No discernable grammatical errors.

Appropriately culturally sensitive.

Reviewed by TyRee Jenks, Research Librarian & Library Instruction Coordinator, Montana State University - Billings on 7/31/19

The text is very comprehensive and covers all the necessary aspects of information literacy and student research. There is no index or glossary included, but terms are well explained within the text. The extensive coverage of topics, like types of sources and copyright, was thorough while not being so in-depth as to bore students. The activities, quizzes, and short videos reinforce the concepts covered in the chapters and add interest, however some quizzes would benefit from additional explanation as to why answers are right or wrong.

The content of the text seems to be accurate. Very minor spelling errors and a copy/paste duplicate. No apparent bias.

Content is up to date and relevant for students while being broad enough to be useful for a longer period of time. Updating information would be easy. The text contains a lot of hyperlinks that an instructor would need to stay on top of to keep the links current. In some cases the links were to very reliable sources that will remain stable for a long time (i.e. Purdue OWL) while others are more transient (i.e. YouTube videos).

In general the text is clear, including good explanations of terms and concepts. It contains very little jargon and the prose is accessible. In “The Details Are Tricky” section, the finer points of primary, secondary, or tertiary information could be confusing to students who are trying to comprehend the basics. The author’s inclusion of informative tables with sample responses as well as the blank template for students to use was helpful.

There is consistent use of terminology and layout throughout the text.

The book has good modularity, excellent graphics, and the text and/or activities can easily be used at the point of need in an information literacy class or one that is discipline specific. Chapters can be used individually or rearranged as needed.

Overall the organizational flow worked well, however the chapters on copyright and fair use might make more sense when grouped with the chapters on the ethical use of sources and how to cite sources.

The EPUB and web versions of the text are easy to navigate with a clickable table of contents and left/right arrow navigation at the bottom of each page. Other than some images that could be resized, the formatting lent itself to consistency throughout the text giving students a uniform experience. In some cases the URL links were just written text instead of hyperlinked which was a little inconsistent. Pleasant graphics added value, explained concepts, balanced out the text, and added visual interest. The inclusion of links that lead out to further explanations of concepts (i.e. the peer review process or how to read a scholarly article) are a nice addition.

There are no major grammatical errors that would be distracting to the reader.

The text is applicable to students in all disciplines, and there are no concerns about cultural relevance or insensitivity. The text is heavily OSU centric (i.e. referencing the OSU code of conduct and requiring students to log in to OSU resources for some activities and examples) and requires effort on the part of instructors at other institutions to make the necessary changes making the content applicable at their institution.

With modifications this text could be incorporated into a three credit information literacy course for undergraduates or into other disciplines. The fair use and copyright sections could be useful to instructors as well as students. Could easily integrate with the ACRL Framework. There is some great general information on writing and making an argument that are applicable across disciplines.

Reviewed by Eric Bradley, Research and Instruction Librarian, Goshen College on 5/31/19

The focus of the book is on published sources for college level research and writing. In this area it is comprehensive. It does not address other areas of academic research. read more

The focus of the book is on published sources for college level research and writing. In this area it is comprehensive. It does not address other areas of academic research.

The content is accurate, error-free, and politically neutral. The last piece makes this a excellent source in the current United States political climate.

Content reflects the current realities of the information landscape. Several of the chapters use up-to-date wording that may need to be updated more frequently, but the excellent modularity of the text allows for accommodation.

The book is straight forward and uses contemporary language of the information and academic landscapes.

The text follows a consistent framework throughout the book.

The text is divided in a way to teach across a course. While the text builds upon itself, many of the chapters stand alone well. I have skipped several chapters of the text and it has not caused any disruption with students.

Excellent organization. The text guides the reader step by step through the research process.

Interface rating: 4

The overall interface is strong. The images and charts are excellent, although the use of branded logos in some of the images may become dated.

No grammatical errors noted.

The text is focused on academic research practices for a North American context. While not culturally insensitive or offensive in any way, it does not take into consideration research practices of other cultures.

I use this text as a replacement of Booth et al.’s Craft of Research. Beside the benefits of being a open textbook, this text provides a more relevant guide to finding sources in the current academic environment.

Reviewed by Kathleen Murphy, Coordinator and Assistant Professor of Music Thearpy, Loyola University-New Orleans on 4/30/19

This book includes all relevant information to help students choose appropriate sources for an academic research paper. It clearly defines different types of sources that can be used, and the difference between primary and secondary sources. It gives an overview of how to search various databases, and defines and describes boolean operators. The chapter on ethical uses of sources clearly defines plagiarism and how and when to cite so as to avoid plagiarizing. The chapter on copyright is an excellent addition; that information is not common in many texts related to academic writing. Each chapter contains extra activities students can work on independently to help with understanding and application of the material covered.

Overall, I found the book to be accurate. I did find one error in Chapter 7. In the section titled "Challenges in Citing Sources" the entry labeled "Running out of Time" was repeated. In regards to bias--I did not find the content to be biased; however, the majority of links where students could go to get extra information were connected to Ohio State University. The one notable exception were the links to the Perdue Online Writing Lab.

The content is up-to-date and relevant. Choosing and using sources for an academic paper has not changed much. What has changed is how to access and find the sources to choose and use. This book does a nice job of explaining how to find sources--databases, google scholar, and search engines. My only concern is the frequent suggestion to search Wikipedia. As an academic, I find this a little troubling. To the author's credit, they did not that one should not cite Wikipedia or use information from Wikipedia in an academic paper. I am not able to comment on ease of updating information, as that is a technical issue.

The book is written in clear, accessible language, with limited "jargon." At times I found the writing to be too simple, written more for high school students than college students. Definitions are provided for all relevant terms.

The book is internally consistent. It moves through the process of choosing and using sources in a linear fashion. However, to their credit, the authors note that writing an academic research paper is not always a linear process.

Each chapter is broken up into smaller units that cover a topic relevant to the chapter theme. Sections of this book could be assigned as individual assignments based on areas of difficultly students seem to be having. Alternatively, a professor could develop a class session or two around each of the chapters. These book seems to be very versatile; there are links to previous chapters that readers can click on to refresh their memories.

The topics in the text are presented in a logical and clear way. The book moves through each topic associated with choosing and using sources in sequence that most researchers would follow. The table of contents, with main headings and subtopics provide a step-by-step guide to help undergraduate students through the research process.

There are many links in throughout the book that students can click on to get more information or to practice skills. Navigation back to the main text is a little trickier. Sometimes, clicking on the back arrow will get the reader back to the page s/he was studying before clicking on the hyperlink. More often, however, the back arrow will take the reader back to the Table of Contents, or front cover of the book. Not all the links worked when I went through the book

I did not fine any grammatical or mechanical errors. I think the book is well-written and appropriate for high school students. I think the language may be too simplistic for most college students.

I did not come across anything that was culturally insensitive or offensive in any way.

I think this book is an excellent resource for high school students, and maybe college freshman who need help in choosing and using sources for an academic paper. The book is logical, gives an overview of the process and provides excellent examples and extra activities to enhance learning. I think it also could be used as a self-study guide.

Reviewed by Miguel Valderrama, Adjunct Assistant Professor, New York City College of Technology on 4/7/19

This book is a great resource of all steps needed to be taken in an academic research process. The book's index clearly displays a suggested methodology to follow and makes it easier to comeback for the review of previous chapters. In general the book is easy to read and every time a new world or a particular terminology related to the topic comes up, it is clearly defined and put into context.

This book collects a series of methodologies that have been proven to be efficient when they are put into use during the process of academic research. These techniques are not only presented and described to the readers, they are also actively used in the various examples, pretty much in every chapter in the book. These techniques may not be the only way a person can start and develop a research process but they are certainly a clear and convenient way to do so for beginners. There may be complex terminology entered to the discussion which may slow down the reading process. However, this is effectively addressed by separated easy to access links; This provide more in detail definitions and exercises from a particular section.

This book is a guide that presents many particularities of research methods and techniques that have been used for long time. These methodologies have been proven to be very effective in academic research. This book not only collects many of these techniques but carefully relate them to new searching tools that are part of the communication era we live in nowadays. This was not the case just couple of decades ago. I anticipate long life to the methodologies presented in this text with years or decades before they could become obsolete. Within this context, the searching tools may keep changing but the methodologies that are used here could keep working efficiently; at least as a way to approach to a research process for an undergrad student.

The author uses a clear and easy way to understand the language and terminology that makes part of a research process. Without getting too deep into technical terminology the book marks clearly words that deserve more understanding and usually provides separate links which connects the reader with a deeper explanation. The text doesn't have very large paragraphs all around which to me allows readers to keep a good and dynamic paste. Links to previous discussed topics presents a quick way to review previous content without loosing the paste.

Consistency rating: 4

Through out the entire text it is consistent that at the beginning of every chapter there's a statement related to what the previous set of contents was, also in several parts of the book this first paragraph makes a point about how this relates to what it is about to be presented in that chapter. This is why several words allusive to the subject of research are reuse constantly in different chapters. This makes lots of sense to me as a way to keep the reader's familiarity with these terms which will also ended up increasing retentivity levels in the subject. Since the book is clearly broken down into steps they all seemed to be well placed in order to present a cohesive structure that guides the process of research.

Academic research it is a process that should be flexible by nature in many ways. Even though some parts of the process could be done simultaneously to others, this will definitely not apply to all of them. This book brings up an interesting way to order this process which even though may look rigid at times it tries to make sure that some parts are developed before others in the research. It is presented that way so that there's enough understanding of the bases before there can be any progression or even conclusions. This is mostly reflected in the techniques that are presented, where some of then have as their main job to detonate creative thinking. For example: the importance of the set of questions that are asked at the beginning is that the answers will be used mostly to clarify the end goals of a research.

This text is organized following a clear and efficient way to develop an academic research process. It is well distributed in chapters that are all connected to each other in one or other way. The book is efficient at establishing this connections, specially at the beginning and end of every chapter where there's mentioning of the previous and following topic's main ideas. This helps readers to keep track with the overall content.

This book presents an excellent graphic approach to expose its content. The electronic version has the really nice feature of having the index accessible at any point of the reading process. This text is full of links that are either deeper explanations of a particular topic or a set of exercises that are directly related to what the reader is learning. If the idea was to present the information in a format that doesn't look congested to the eyes and that it is not distracting the reader from the important ideas, the editors made an excellent job. This book can't be easier to read, follow through and understand.

Besides a couple of punctuation spaces here and then I was not able to perceive any major grammatical errors. The book is well written all around. Punctuation is pretty much excellent and its composition keeps the reader in track with the content effectible.

Particularly the topics used as examples were very diverse in therms of gender allusion, cultural backgrounds and specialized fields. Research is a process that apply to all disciplines and the professionals working in them. This makes the research process a particularly broad one. The book makes efforts to present this idea by using numerous examples that connect with different segments of the population at numerous levels.

This books is an excellent tool available to anyone who wishes to start a serious research process in almost any particular professional area or field, even amateur researchers can benefit from its content. The book was written to merge the topic content with a series of exercises, tests and examples using a cohesive testing dynamic that helps to increase retention. This dynamic becomes the most efficient way to understand what it takes to start a professional research. The steps to follow the process are laid out clearly in this guide and the important things that need to be taking in account during the research process are highlighted and deconstructed to obtain a deeper overall understanding by the reader or researcher. The fact that the reader is being quizzed constantly during the entire book generates a stronger connection with the important subjects and a good way to evaluate the reader's understanding in real time as well. Highly recommended to undergrad and graduate students and perhaps even amateur researchers becoming familiar with the process of research as well.

Reviewed by Cindy Gruwell, Professor/Research Librarian, Minnesota State on 1/11/19

Choosing and Using Sources does a very good job of covering the topic of Academic Research. Each chapter focuses on an aspect of the research process and thoroughly covers the content with easy to read text and examples/activities for student practice. Most importantly first-year students through seniors should find the content informative and presented in a collegial format.

All of the content is accurate and explained in a manner that is easy to grasp. There are some minor typos in some of the activities, but they do not confuse the reader. The text is bias-free and includes interesting examples that students can relate to.

The overall content is highly relevant and will age very well. Updates would definite be easy to handle and manipulate. By breaking down each chapter into a variety of content areas, readers will be able to focus and review areas of concern.

Having read several print and online texts of a similar nature, it was a pleasure to come across a text that is clean, consistent, and concise. Each topic has an appropriate amount of information to get the point across as well as tips that lead the reader to additional information. The presentation is consistent throughout without any bloating often found in print texts.

The authors of the text did an excellent job of producing an online text that is consistent and easy to use. No tricks that make it difficult to navigate or confusing to read.

One aspect of the text that I especially like is the modularity that allows for the use of a particular chapter or page(s). Too often texts have chapters that make readers feel like there is no end in sight. The concise nature of this work blends extremely well with the modularity of the complete text.

What makes this text easy to adapt is the layout from beginning to end. Each chapter and section scaffolds upon the other which will allow students to build their skills in a natural manner. Knowledge attained will easily transfer from one topic to another as they move through the book.

While I believe that the text is excellent and I have adopted it for my class, I do find myself frustrated by not being able to move from one section to another within a chapter without having to go back to the contents list. This surprised me because most books and tutorials have forward and backward links, especially within chapters.

There are a few grammatical (spelling) errors in several of the exercises, however, they do not interfere or confuse the reader.

This is definitely a professional work that has no cultural issues and is an excellent example of a non-biased text.

While looking for an OER text I was delighted to come across this book. The content and flow fit in with my class content extremely well and is an excellent resources for courses in the liberal arts, general research, and library-centric classes.

Reviewed by Kathy Moss, Clinical Professor, University of Missouri on 11/27/18

The hyperlinks and examples include a wide range of topics that include cooking, surgery, architecture and sports. read more

The hyperlinks and examples include a wide range of topics that include cooking, surgery, architecture and sports.

Credit is given to an editor, production and design specialists, as well as several content contributors. No additional information is provided to support inference regarding author credibility.

The open textbook Choosing & Using Sources: A Guide to Academic Research presented material that is relevant to my current issues course, including Background reading, Developing a complex research question, Classifying sources, and Evaluating sources.

The topics are presented clearly, using an engaging conversational style and frequent tips and activities. A reader who has no background in information science may be hampered by some terms used in the book (e.g., blog, podcast, Wikipedia, browser, database, Gawker, Reddit). The book does give intentional attention to the technology-naïve audience with some skills (Control-F) and topics (brief description of LexisNexis Academic, Lantern Online).

Terms and organizational framework are consistent throughout the text.

I plan to assign particular chapters of this text that are most relevant to my course's goals. The consistency of the text's terminology and organization should permit this reading plan with minimal distraction to the reader.

The information is clearly organized with a contents listing, chapter numbers and section headers. This organization facilitates easy access for learners with a specific interest in a single topic.

The author’s frequent use of hyperlinks invites students to explore topics more in-depth.

I note a few minor typographical errors that did not adversely affect my ability to comprehend the text.

The book includes examples of non-Western sources such as the allAfrica news database. Some of the links and examples are only available to individuals who have accounts with The Ohio State University. Though the book includes examples in audio and video formats, it could be improved by giving specific attention to topics related to accessibility.

The book provides the opportunity for readers to apply the topics by analyzing its frequent examples.

Reviewed by Lori Meier, Associate Professor, East Tennessee State University on 11/8/18

This text is exceedingly comprehensive. It addresses all elements of academic research (i.e. choosing questions, exploring and selecting sources, searching strategies, citation issues, copyright) as well as providing abundant links for student... read more

This book is accurate and comprehensive. I would not hesitate to use this resource with undergraduate or graduate students as a beginning primer for research.

The book is relevant and timely in regards to the various resources and tech tools it mentions (Google Scholar, EndNote, Ref Works). Given the subject matter I suspect that this book will have longevity to users.

The text is clear and provides definitions for jargon/technical terminology that is used. It is very comprehensive which might be a bit intimidating for the first time reader, but all elements needed for cogent research are included and therefore necessary. I appreciate the use of student scenarios as a way to step-by-step show the thinking process of choosing research questions.

Very consistent and thorough.

This text would be ideal for use as single chapters in courses where the content is needed. While the content is crafted with Ohio State University students in mind it is still very relevant for use by students and scholars. I am already thinking how I might use this next semester with an undergraduate honor's thesis student - both as modules to be read but also as a reference source.

The book is organized in a logical manner but spends only a brief amount of time about qualitative and quantitative research as peer-reviewed sources and only gives basic definitions for those two terms. I would perhaps suggest an additional section on qual/quant/mixed methods research methodology and perhaps a quick overview of research methods or samples via discipline. Additionally, a mention of the common IRB process for Human Subject Research might be helpful to those students using academic sources that discuss that process. It is a very clear text and this could be added with just a few pages of information that might be beneficial to students.

Navigation links worked well for me. The book is easy to read and the display features are not troublesome to me.

Grammatically sound.

Appropriate and is accessible to a wide audience.

Reviewed by Kathy Lamb, ELL Specialist/ English Instructor, Miami University on 8/2/18

The text covers most areas of academic research, and has a table of contents but no glossary, which is much needed. Topics are clear and concise, transitioning smoothly from general to more specific, such as “What is a Research Question?” to... read more

The content is accurate, error-free and unbiased.

The source is up-to-date and it would be relatively easy to update information.

The text is easily understand and flows in a clear manner. Ideas and topics progress easily and examples are used to offer context.

Ideas build one upon another and academic vocabulary is repeated throughout.

Some parts of the book seem a little “text heavy”, but overall it is well organized with efficient flow. The embedded links in the text connect earlier concepts

One problematic is that there lacks a glossary. The table of contents is very long, but broken down so that one is able to easily reference topics. Chapters are concise enough to be read in a timely manner and effectively used.

For some of the online activities it was confusing to discern which answers were correct or incorrect. And, after clicking on and completing an activity one must go back to the former page in order to navigate further. On the other hand, being able to access other information about the chapter topics via link is a handy tool.

There are no grammatical errors.

This book is culturally relevant and not offensive or insensitive in any way.

Reviewed by Sara Abrahamson, Faculty, Minneosta West Community and Technical College on 8/2/18

This text is very comprehensive. The complete research process is broken down from start to finish. read more

This text is very comprehensive. The complete research process is broken down from start to finish.

Very accurate information.

The content is very relative to today's researchers and does a fine job of detailing types of sources.

Very easy to read with content that is easily understood by even a first-time researcher.

The content was very consistent and easy to follow because if it.

LOVED the easy of reading because of the small, digestible informational pieces!

The flow of the text was perfect, following the research process from beginning to end.

I enjoyed the hyperlinked Activities, however, they did not all work for me.

No grammatical errors found.

Very culturally unbiased.

Excellent text that I wished I had years ago!

Reviewed by Justin Megahan, Librarian / Associate Professor, Fontbonne University on 6/19/18

The text does a good job covering academic research. There is a table of contents, but I feel like a glossary and index would be helpful for this book. read more

The text does a good job covering academic research. There is a table of contents, but I feel like a glossary and index would be helpful for this book.

The content is accurate. I did not notice any errors.

The content is up-to-date. There are many databases and websites referred to in the text so it is important to check those relevant links on occasion. It would be straightforward to update the text as needed.

The text clearly steps the reader through the research process. The process is discussed in detail over the 13 chapters.

The text is consistent.

The book is modular. Chapters can be rearranged without confusion. The Copyright Chapter is a good example of a component that can be used separately as a supplemental reading in another course.

The book is organized logically. The addition of a glossary and index could help navigation.

The book has images, charts, and videos that are useful. There are quick activity questions that tests the students’ knowledge on the current topic. These activities do link out to OSU’s site so it is important to make sure those links continue to stay active.

The text contains no grammatical errors.

This book does not have cultural concerns.

Many links direct the reader to OSU resources that have restricted access. The discussion of OSU resources and tools needs to be modified to fit the reader’s institutional resources. “ACTIVITY: Quantitative vs. Qualitative” has a link that is no longer working.

Reviewed by Jane Theissen, Reference Librarian/Professor, Fontbonne University on 5/21/18

The research process is explained in detail, from how to develop a research question to where and how to research through the application of copyright, fair use and citation styles. read more

The research process is explained in detail, from how to develop a research question to where and how to research through the application of copyright, fair use and citation styles.

The content is accurate and unbiased. Most of the links, which are plentiful and well placed, are either broken or link to resources at OSU's library, which I could not access. Use of this book would require time to correct this.

The content is stable. Other than updating the links, little would need to be done to use this text.

Very clearly written; jargon is appropriately explained. Self-checks allow students to make sure they understand the material.

Each section logically builds on the previous, and tone is consistent throughout.

The text has a great deal of modularity. Each section is listed in the Table of Contents and covers a few pages or less. There is no index. It is easy to find and move to sections quickly. the structure allows one to pull sections out for other courses (which I have done).

The research process is explained step-by-step with appropriate detail and excellent graphics.

Images, charts, and diagrams serve to explain and support the text. Many seem rather large and I found them a bit distracting. Additionally, there are page breaks in strange places, leaving large blocks of white space on pages while the narrative continued on the next page. This was very confusing. It would also be helpful if the links would open in a new window.

It seemed inclusive where applicable.

This text impressed me as appropriate for high school students or college freshmen.

Reviewed by Laura Heinz, Librarian, Texas Tech University on 3/27/18

This book provides beginning student researchers with a clear and complete path to the research process for class assignments and undergraduate research projects. read more

This book provides beginning student researchers with a clear and complete path to the research process for class assignments and undergraduate research projects.

The content is presented is accurate and in an unbiased manner for students to easily grasp the process and concepts.

This book was written in 2016 and may need some minor updates. The material is presented in a logical manner that leads students through the process as they begin their research. Each chapter can be used independently as the instructor fits the chapters into course content.

This book is easily understood by an undergraduate and doesn't require extra readings or content to be understood. It is concise and clear which will be appreciated by the student as they conduct research.

This book is consistent in it's framework which leads the student to each step logically avoiding confusion or frustration.

The chapters can easily be used independently and refer students to other chapters with supporting information.

The book is written to lead students in a logical manner through the research process. The length of the chapters allows a student to easily read the chapter for that step in their research, apply it and refer to it easily.

The book downloads easily onto a laptop or e-reader. The graphics display nicely on either size screen and enhance the text.

No grammatical errors were noticed.

This book is not culturally insensitive or offensive in any way. Examples used are appropriate.

This book introduces beginning student researchers to the academic research process in a thoughtful and deliberate manner. The books lack of jargon and abbreviations will help international students learn how to better navigate an academic library for research. Instructors in all disciplines should consider this book as an additional textbook for their classes requiring research for assignments, class projects and/or papers.

Reviewed by Hilary Johnson, Learning & Teaching Librarian, The Open University on 3/27/18

The text does not include an index or glossary. However, it covers a complex (and dry) subject in an economical and stimulating fashion. Each reader would learn about the subject from the basic text but the authors have enriched the text by embedding audio-visual resources, download-and-keep checklists and formative activities of excellent quality.Chapter 9 'Making an Argument' is particularly strong and complements Chapter 1's analysis of research questions well. It is an excellent resource for undergraduates, post-graduates and beyond, and could also be useful for professionals researching topics to support evidence-based practice protocols.

More tips about applying facets to search results on services like Summon, EDS or Primo would be a useful addiition. I was surprised the authors did not employ language to frame the skill development in the language of 'employability' and life-skills, which might hook readers who are not planning to engage in academic research in the long-term.

The accuracy of the book was excellent, My score would have been 5, except the advice about copyright legislation and fair use is only applicable to students of Ohio State or elsewhere in the USA; so an institution in the Britain, Ireland or Europe would not be able to use or recommend chapters 11 or 12. However, these chapters are well-judged for the intended audience; succinct and comprehensible, where so many guides are too woolly or arcane to be useful to a general readership.

Chapter 1 had a dead link to an audio-visual resource. The explanation of how to use Wikipedia for academic study was nuanced, classic and practical. The explanation of how to use truncation and wildcards were similarly time- (and platform-) proof. There is much current interest in 'fake news' and the manipulation of Facebook and Google algorithms. So it could be timely to add a section on the known issues and some practical strategies to compensate for them.

The authors use excellent, clear English that should be comprehensible to anyone with academic english reading proficiency. My only qualms related to an ambiguous use of the term "poster" (this word has a particular meaning in an academic setting which was not explained) and more extensively around the slightly simplistic and dated language used for the university library catalogue and abstract & indexing databases. One of the activity sheets is structured like a decision-tree and starts with the question "are you working from a database"; with modern resource discovery platforms and other aggregating tools, students may not be able to tell whether they are looking at results from a single database, all the databases from one supplier or multiple databases from a variety of suppliers.

The stylesheet and planning of content is elegant and the quality is consistent throughout the text.

Each chapter is split into useful subsections, with clear formatting to demarcate between topics, tips and activities. The authors have also helpfully embedded hyperlinks to relevant chapters or sections earlier or later in the book.The length of individual subsections is consistent to make reading online easy (balancing scrolling and page turning). However, the length of embedded audio-visual materials varies so a student planning their time might be surprised in places.

The text has a sensible progression of topics, with hyperlinks back and forwards to connect relevant topics. And the final chapter, 'Roles of Research Sources', pulls together the lessons learnt with a useful acronym (BEAM), giving the book a strong ending.

I accessed the text on a variety of browsers, screen sizes and operating systems without any problems with the interface.

I only spotted two minor errors - site instead of cite and White's definition (page 186) without an apostrophe.

Not all the video materials embedded are captioned making them inaccessible to some categories of disabled users.

Reviewed by Lydia Bales, Academic Skills Tutor & Librarian, Staffordshire University on 2/1/18

Considering the book is not overly large, the guide manages to be very through and comprehensive guide to locating sources and using them correctly. It even goes further in giving some great information on making an argument and writing out the research. The chapters are in easily digestible chunks covering the process of searching and evaluating resources in a useful and cross-discipline manner. It covers the source search process of research in an easily digestible manner.

The topics are accurate and have been written in a way that they will not date too much. The links and examples of the services provided may need updating to keep them accurate but the nature of the online format makes this easily possible. The Copyright chapter is obviously only applicable to those studying in the US. Having a version of this chapter available discussing copyright law in the UK could be useful any access the course for a different location.

The topics, examples and videos used are relevant and useful and should not date too much. The links and examples of the services provided may need updating to keep them accurate but the nature of the online format makes this easily possible. Some of the examples and links are specific to Ohio State and America and this can limit the relevance for students who do not have the ability to access Ohio State resources or are not based in America. Also the copyright section specfically is obviously only US copyright law limiting it's usefulness for students based in other locations.

The writing style is straightforward and easy to follow. It is sometimes slightly repetitive but overall the information is clearly presented and the vocabulary used is not too advanced. The style is informal and it makes a weighty topic much easier to process. I think it would be useful to have a glossary in the resource for students who maybe have not come across some of the topic specific words before and need them defining.

I was impressed with the consistency considering the work is made up of different author’s contributions. I could not identify different voices within the text, which helped improve the flow of the work. The arrangement of the contents tab is very useful to help navigate to specific sections of chapters as well as the overall chapter.

The layout of the book makes this modular. You can choose which sections to look at in any order and they read clearly and separately well. The other sections are signposted throughout the text and you can link back through to these using the hyperlinks provided. I think the order could be slightly improved by moving the citing and copyright information after the information on argument and writing but because you can choose how to read the book then it is not really an issue. I think it is important to note that if you cannot play the video content or the links in the book are Ohio State Specific the book does lose some of its positive features.

Overall, the structure is straightforward and logical. It flows in a manner that is easy to read and to process. Using the navigation you can work your way through the book in any order you feel is appropriate. As I stated I feel the referencing and copyright information could be in a different place but because you can choose to read this in a different order, it does not really matter.

Having read the online version on both a PC and a tablet I found the interface both easy to use and accessible. The page and chapter length worked well on both platforms and it was easy to access the links and activities contained within the resource. I could not access the videos on the PC due to not having Adobe Flash and it would be useful to have known I would require this to access the resource in its entirety. The video content is a refreshing change to just text and the images used are overall relevant. The videos do not all include a text version and this would be useful for accessibility. A few of them do have this option. Some of the images in the text viewed blurry on my PC and tablet. I am not sure if this was an issue with my own software or an error in the book.

I did not notice any errors during this read through. In some places, the text was a bit repetitive but this not disrupt the flow too drastically.

The examples used are not offensive and are diverse in their range. They have not given examples that define the guide for specific subset of students, which makes it more applicable.

Just for accessibility purposes, I think all the videos need a text version not just some. In addition, the RefWorks program has now been updated and it is called New Refworks with a changed logo and this could be updated in the book along with the guide to setting up Refworks if your institution subscribes. I feel that there are many links that you could not access unless you were an Ohio State user and this could disrupt the flow of the book for some users.

Reviewed by Lori Jacobson, Associate Director, Curriculum Development, William & Mary Writing Resources Center on 2/1/18

The book provides a comprehensive introduction to the use of sources in academic writing. read more

The book provides a comprehensive introduction to the use of sources in academic writing.

The book is a polished, professional and appropriate tool to help students improve their information literacy.

The content is relevant for undergraduate students and their instructors. It focuses primarily on fundamental approaches to finding, evaluating, and deploying sources in order to enter the scholarly conversation. While the authors occasionally mention a specific tool, or insert links to outside sources, these are placed within "Tip" boxes that can easily be updated.

Because this book was created for students at Ohio State University, it is sometimes quite specific about tools or processes that are unique to OSU. Instructors using this book at other institutions may sometimes need to suggest their own's institution's available tools to keep the text relevant for their students.

The book is well-crafted for an undergraduate audience, taking an easy-going, friendly tone and clearly defining key terms and concepts. It is also accessibly structured, making it fairly easy for users to jump between topics, rather than requiring a linear read. Links between related sections are provided wherever it is appropriate.

The book uses a consistent design scheme and structure. Features that appear in each chapter include graphics, tip boxes, examples, activities, and summaries.

Each unit of the text stands on its own and could be easily assigned as an individual reading. Rather than being self-referential, the text will suggest that more information on a related topic can be found in one of the other modules.

The text is organized to flow in roughly the same sequence as a typical research project. Students who are reading the text while working on a project should find individual sections logically presented and relevant. This is clearly not a text designed as background reading; rather it functions best as "just in time" information for students working through the research process.

I found the text quite easy to use in it its online form. It is visually appealing, easy to navigate, and thoughtfully arranged.

I noticed a couple of typos, but no significant grammatical errors.

The examples provided are of broad interest, and most readers will have some familiarity with them. There were no insensitive or offensive comments or examples.

Choosing & Using Sources: A Guide to Academic Research is a practical tool for novice researchers. It asks students to begin the process with a research question, and then provides a step-by-step approach to creating the question. All the other chapters flow from this effective beginning, and should increase students' information literacy by helping them understand types of sources available to researchers, the relationship between sources and information needs, how sources should be evaluated, and how they can be deployed effectively and ethically. Additional chapters on argumentation and copyright round out the book's overall usefulness to students engaged in a research project. This book could be easily paired with a staged research project, and would provide students with the "just-in-time" information they need to successfully complete the assignment.

Reviewed by Kristin Green, Reference and Instruction Librarian, Penn State Worthington Scranton on 2/1/18

The aspects of academic research that are prudent to cover within the first year of any undergraduate student's general education are all covered within this textbook. From an introduction to the ethics of source use to crafting basic Boolean search strings, all facets of entering scholarly discourse are addressed in brief chapters that feel modern and accessible. While instructors may wish to supplement or replace some of the exercise sets in the text with their own assessments, the content of the text provides ample coverage if selected to serve as a primary textbook for a foundational information literacy course.

The book is accurate in addressing the current state of the information landscape as encountered in the realm of academic research, as well as the legalities of copyright and fair use.

All content within this book is current and the content within chapters sections are written in a style that today's undergraduate students will be able to learn easily from. Many of the concepts, processes, and principles that are covered in the text have an inherent longevity that will prolong the relevance of this text past its initial publication date. However some chapter sections, tutorials, and videos are institution-specific reducing the overall relevancy of using the entire text at other locations.

The text is written in a clear and concise style that current students will find very accessible. The authors consciously defined any technical terminology or jargon as it was introduced throughout the chapters. Furthermore, the technical concepts that were more complex to define are often accompanied by visuals to help convey what is being defined.

The terminology and format of the book, along with the linked exercise sets and visualizations, provide a solid consistency that will helps students focus on learning the content rather than being bogged down with understanding the textbook format.

Instructors could easily parse different chapters of this book to use for modular instruction, especially in "one-shot" or other limited instructional scenarios. Some of the chapters are a bit self-referential which may generate a minor degree of confusion if used out of the holistic context.

Organization/Structure/Flow rating: 3

While there is a logical flow to most of the chapters, some seem a little out of place such as the "Making an Argument" chapter. I would have preferred a division of chapters into sections, where the writing-related chapters were separated from the source-related chapters. I also think the chapters that covered Copyright, Fair Use, ethical source use, and citations would have a stronger flow if organized together in their own section.

The ability to navigate through the book from the table of contents page is a great feature for students, especially when the instructor is choosing to assign only particular chapters or work through some of the chapters in a different sequence. The linked exercise sets are also easy to navigate through, allowing students to focusing on applying learned concepts rather than learning new interfaces. However, throughout my review some of the linked external content would not open for me and links to external materials always have the possibility of changing which may result in future inaccessibility

No grammatical errors were detected when reviewing this book.

This book is not offensive nor culturally insensitive in any manner.

For any instructor looking for an open textbook to orient undergraduate students to the basics of the academic research and writing processes while simultaneously providing context of contemporary issues surrounding these scholarly activities, this is a comprehensive and accessible choice!

Reviewed by Anne Behler, Information Literacy Librarian & Instruction Coordinator, The Pennsylvania State University on 2/1/18

This text offers a comprehensive breakdown of the academic research process, with special effort made to demystify jargon that may present itself in either the classroom or library environment. Beginning with establishing a research question and carrying through to integrating and citing sources, the text includes practical tools for students to use in their own research, as well as links to supplemental information. If anything, the text errs on the side of providing too much information, such that a novice researcher may feel overloaded.

The text offers an accurate articulation of the research process, and avoids bias by covering a wide variety of potential information sources, including the use of web search engines other than Google.

Because the information landscape is constantly shifting, the text will require fairly frequent review. This is particularly important when it comes to how web sources are addressed. For example, the book does not address fake news and/or dealing with problematic web resources, and it glosses over use of social media as an information source. However, the concepts related to the research process itself change very little, and the information presented about them has staying power.

The text is written in accessible language, and works to address uses of jargon that are typical within the academic environment by providing explanations for what professors typically want when they request a particular item in the research process. This is an effective way to establish relevance with students, as well as clarify academic expectations.

The language within the text is consistent and accessible, with helpful insertions of definitions and/or links to explanatory supplementary information online.

The text's sections are clearly and logically labeled, and could very easily be plugged into a course in part or whole.

The order of topics in the text follow the research assignment process, from point of assignment decoding through to writing and source citation. Given the audience for the text and its intended purpose, this makes great sense.

The text contains links to many outside web sources that may provide helpful supplemental information for the reader; however many of these links were found to be dead. Comprehensive review of all links is highly recommended. In addition, I recommend continuing review of available videos related to the topics, as many selected are either rudimentary or contain dated material.

The writing and grammatical quality of this text are of the highest quality.

The text is culturally relevant and inclusive in its examples.

As stated, this book holds great utility and relevance, but requires updating for links to external web resources. It will also need to be adapted to keep up with the changing landscape of information sources themselves.

Reviewed by Craig Larson, Librarian, North Hennepin Community College on 2/1/18

The book is very comprehensive, sometimes almost too much so (sections on copyright seem to be more detailed than the average college student would need or perhaps be interested in; the section on the lifecycle of information, while interesting, also is a bit questionable as to its overall relevance). Instructors who choose this book for a one- or two-credit information literacy course will have much more material at their hands than they can reasonably cover in a semester. This book would make a good companion volume to just about any course involving research.

The content is accurate and unbiased. As an example, I was interested to find that the author actually recommends that students use Wikipedia, at least in the very early stages of research, to get an overall picture of their topic. So many college instructors, regardless of the subject, seem to have a strong aversion to Wikipedia. Here, the author actually goes into some detail on how using the references in an entry can lead the researcher to additional sources he/she might not find through other means. Some of the activities are a bit misleading or written in such a way that there could be more than one right answer, which isn't necessarily an error, but could be tightened up a bit.

The content is largely relevant and up-to-date, though I was a bit surprised to not find a section addressing "fake news," which has become such a watchword over the past year. I was also a bit surprised that, although the author has a section talking about which "neighborhood" certain types of information "hangs out," there wasn't a discussion of different domain names, such as ".edu," ".org," and ".com" and what they indicate to readers. Also hampering the book's relevance somewhat is an overabundance of examples and activities that require an Ohio State student ID to log-in. Many of these would have to be re-worked or re-written for the book to be useful at other schools.

In large part, the book is clearly written and new ideas are clearly explained. The writer does a pretty good job of avoiding jargon and technical terminology or where it can't be avoided, of providing examples and clear definitions of terms. Some of the activities aren't so clearly written that there is one obviously correct answer. Also, some of the scoring of activities isn't clear enough to indicate to the user what was wrong and why it was wrong or even the correct answer that should have been chosen. Not every concept is adequately explained or thoroughly developed (for instance, the crucial process of moving from an initial reading to a research question could use further clarification and development). Another area that could use further discussion and development would be how to use databases.

The book is largely consistent, though there are occasions where the consistency falls through. For example, most of the accompanying activities will open in a new window, but not all. There were several occasions where this reader closed out an activity window and closed out the entire book as well. This is an area that someone really should take a look at, as it can be confusing and irritating for the user. Also, the fact that many of the book's activities require an Ohio State student ID effectively locks out users from other institutions.

The book is largely modular, with sections that can easily be broken apart and assigned at different points in the course. There is a very useful table of contents, broken down by subject into smaller pieces that can easily be accessed. As mentioned previously, the book is very comprehensive, almost too much so at times, so having this table of contents is very helpful.

The book is fairly-well organized, though there are things placed in odd locations that could be touched on earlier or later, as the case may be. For instance, there is a good discussion fairly late in the book about deciding whether to quote, paraphrase, or summarize, which would have been much more useful if it was placed in the section of the book that directly addresses each of those activities. Instead, it is placed in a section on academic integrity (which, again, is very Ohio State-specific, too much so, really). I also question the relevance of a chapter on creating an academic argument, which if it is to be included at all, would seem to make much more sense earlier in the book, when students are learning the basics of research and how to apply it to their writing.

The book is largely free of significant issues, although as mentioned previously, many of the activities require an Ohio State student ID to log-in and use, which makes them useless to students from other institutions. Also, the activities are sometimes difficult to follow--one doesn't know why one answered incorrectly or what the correct answer even is in some instances. And the fact that some activities open a new browser window and some don't can also be confusing. There are a few activities that lead to broken links.

There are the occasional run-on sentences and spelling mistakes in the text. It's almost impossible not to have some issues in this area. However, the infrequent errors don't detract from the book or its overall usefulness, though it might be a good idea for someone to go through the text and try to clear some of these up.

The book does a good job of avoiding being culturally insensitive or offensive. Activities and examples are written in such a way as to be inclusive. Many of the examples link directly to sites that deal with minority themes and issue.

I think, on the whole, this is a very useful book and one that could be put to immediate use in many instances. However, the number of activities and examples that require an Ohio State student ID to access make this less relevant than it could be if the author had striven for more universal examples.

Reviewed by Mairéad Hogan, Lecturer, National University of Ireland, Galway on 2/1/18

This book covers the subject matter in a comprehensive and detailed way. The way in which the material is presented is very suitable for students who have not previously been involved in academic research as it starts at the very beginning and assumes no prior knowledge. It has additional features that help to reinforce the material, such as activities and MCQs. These help to reinforce the learning and test the reader’s understanding. Additionally, the examples used are very useful and helpful in gaining understanding of the subject matter.

It goes into the material in depth and not only tells students how to progress their research but also explains clearly why they should be doing it this way. For example, it explains to students how to differentiate between good and bad sources. However, I have one small concern with this aspect. They do not tell students how to differentiate between different standards of peer-reviewed journals. They do mention looking at citation count but state that is not a useful measure for very recent articles. Some discussion on determining the quality of the journal itself would be helpful. For example, looking at citation counts for the journal, rather than the article would be one example, as would looking at rankings.

Overall, I would see this as an excellent reference book to last students through their academic careers.

The material itself is accurate. However, many of the links to additional material either do not work or are inaccessible to those without OSU credentials.

The material is mainly presented in a way that will last. However, many of the links no longer work so these should be checked and alternatives put in on a regular basis. Additionally, there are links to videos that may not be there in the future, although all I clicked on were available. However, the text description of the videos did not work. Many of the activities (MCQ’s etc) have a dated feel about them in terms of layout and interaction. The design of them could do with some updating.

The writing itself is very clear and easy to understand. Diagrams are used to good effect to clarify concepts (e.g. use of Venn diagrams to explain Boolean concepts). However, some of the terminology is not as clearly defined as it could be. While terms are generally explained clearly in the text, it would be nice to have a glossary of terms. Additionally, the MCQs are not always clear as if the reader gets an answer wrong it is not always apparent which is the correct one.

The book is consistent in writing style and interface.

The book is structured in a modular format whereby the reader can dip in and out of different sections, as they need to. Equally, for a student starting out, it is structured in a way that is likely to follow the steps in the same order as the student, making it a good companion to their research projects.

The book was organised in a very natural and sensible way and flowed smoothly from one topic to another. Links were provided to related sections of the book where relevant so that if the reader forgot what was meant by a particular topic, they could easily hop back and forth. The book started at the very beginning with good coverage of developing a research question and then progressed through tools and sources to help with this. The additional activities were all web based, which works fine if you have easy access. However, I was using a kindle with poor broadband so struggled to access it at times. It also felt a bit disruptive leaving the book to do the activities. It’s also not always clear whether links lead to another part of the book or to an external site. The tips are a useful addition. The stand out when flicking through the book and help to reinforce the important points. It is also useful the ways steps are clearly broken down into sub-steps.

I downloaded it to Kindle, and found a number of issues. It struggled to deal with larger fonts, resulting in some text not being visible.. There were also references to “the bottom of the page” but the bottom of the page varies depending on font size. Not all of the activities worked. Some of the activities required OSU credentials to access them, which was frustrating.

There were some minor grammatical and typographical errors but nothing major.

The book is very US centric in its use of examples. For example, there is an American football example and news sources referred to are US based generally. Additionally, copyright discussion is US centric.

Overall, I found this to be an excellent book that will help students in their research projects. I think it is a book that they will use for a number of years as it is has sufficient depth to help at different levels. The one main change I would make would be to broaden OSU references and activities so they are referring to databases in general, for example, rather than simply talking about the OSU one. Much of the material is relevant regardless of institution but a reader unfamiliar with databases would not be aware of this and might skip over some very useful information.

Reviewed by Anthony Patterson, Assistant Professor, North Carolina Central University on 2/1/18

Choosing and Using Sources is an extremely thorough text taking readers through the research process from formulating research questions to fair use and copy right issues. I particularly liked the online examples and resources including quizzes and videos. The table of contents is thorough but there is not a glossary. While this is a strong text some discussion of theory and how theoretical frameworks are used in academic writing.

While the text could have addressed additional areas, the authors were accurate and detailed. Chapter 8 - How to Cite Sources is well done and accurately takes novel researchers through when they should and should not provide citations.

The authors present how to develop, approach, and conduct sound research in a well thought out format. This text is up-to-date addressing issues like Wikipedia and Google Scholar. While issues around these information sources will change, the way this text is set up, it can easily be updated in the future.

The book is well written, clear, and easy to follow. Jargon such as primary, secondary, and tertiary sources were explained clearly with appropriate examples. This text will be accessible for my students and most others pursuing advanced degrees.

The authors are consistent throughout the text when discussing topics like presenting arguments and the relationship this has with concepts like research questions and the sources researcher select. While consistency is expected is difficult to do especially when writing as a team. More impressively is the consistency of supplemental materials throughout the text.

The book has long chapters and occasionally I had some difficulty knowing where one section ended and another began but overall it is readily divisible. Another important aspect of the text are the supplemental materials like online quizzes and videos which are also clearly align with the sections in the text.

I was skeptical at first when I began reading but the overall organization of this text is good. Even though the text is about writing and sources, a section of theory and incorporating theoretical frameworks would have strengthen the book. However the topics selected flowed well and led potential researchers through a logical process.

A few problems linking to sum supplemental materials but overall I was impressed by the quality of the graphics as well as the links to quizzes and videos that were provided.

I did not come across any grammatical or typographical issues.

I did not see any cultural insensitive examples or information provided. However I also did not see a lot of racial or ethnic diversity in examples throughout this text. Overall, I feel the authors approached the subject matter appropriately.

Reviewed by Rachelle Savitz, Assistant Professor, Clemson University on 2/1/18

The text is quite comprehensive regarding finding, using, and understanding sources. It provides the process of sourcing from start to finish with examples and activities provided throughout to support the reader. Various ways to find sources are described. There is a focus throughout on software and databases for the students at the authors institution and that can be confusing to readers from other institutions. The information provided regarding citing, ethics and copyright, and fair use was informative and would be beneficial to the reader. There were sections throughout that could have been more in depth and more specific. For instance, when going over the various ways to cite sources, additional examples could be provided and the version/edition should be listed. For instance, was the APA citation in APA 6th edition format? Also, make sure to address citing from secondary sources as students do this often and tend to cite what they read even if they read it from another text. The TOC was helpful and allowed ease of understanding what was to be covered in each section. One main complain that I have was regarding the additional information provided to help the reader in writing a paper. This information would be helpful for basic college writing but not for academic writing, thesis or dissertation writing. The sections required for some of these papers are not discussed and the text eludes that the sections provided regarding writing an argumentative piece would be appropriate for all. Also, synthesizing information could be explained a bit more and with more depth. Synthesizing includes more than critiquing and summarizing. All in all, the sourcing information is spectacular and the additional information could be expanded upon.

Accuracy of sourcing was spot on. Some of the additional categories discussed, as mentioned in the first section of this review, could be expanded upon to fully explain that category, if it is to be included in the book. The examples and activities provided were quite good and would be very beneficial for students to apply what they are learning in real-life contexts. Links were provided for extending information. I did not attempt to open every link but making sure they are up-to-date will be important as time goes forward. I also feel that the section on popular texts can be misleading. Stating that the Washington Post is "popular" eludes that it is not reliable or valid. This is not necessarily true as many experts in various fields write sections in "popular" newspapers.

As previously stated, a lot of links go to OSU resources. This could be problematic for any reader that is not at OSU. More information should be provided to support any student in the world as that part would be confusing to many students.

The text is easy to read and follow. All new information is explained and then examples and activities are provided. This is student friendly and allows any reader to quickly follow along and understand what is being stated, especially regarding the sourcing elements. As stated above, there are some sections that could/should be expanded upon for clarity and this might be best for beginning university students but the text was easy to understand in regards to sourcing, citing, and fair use. More information on how to use the sources and sections of papers would be beneficial to all students.

Each chapter seemed to follow a similar structure that followed the TOC.

Modularity rating: 3

Reading the book online provides ability to chunk the text based on assignments and can be read chapter by chapter, entirety or starting at different places. Due to the extensive amount of outside links and examples, this would be quite different if read in paper format. This book truly has to be read online to ensure benefit from all of the additional activities, links, examples, sources, etc. In addition, the many links specific to OSU would not be helpful for other students.

The organization is consistent from chapter to chapter. Information is explained and then examples and activities are provided to further knowledge. This works well for readers that needs examples.

Using a laptop provided no issues. However, when using a smartphone, the pages changed in size and various display features did not load properly or at all.

Very few grammatical errors were noticed.

No cultural issues noticed other than the many OSU references and sources. This could be offensive to other institutions as they will not be able to access many of the links.

Reviewed by Scott Rice, Associate Professor, Appalachian State University on 2/1/18

The book is very comprehensive which sometimes detracted from its usefulness. There were a few units that may be superfluous, but I did appreciate that the author seemed to err on the side of inclusivity, leaving it to other adoptees how much... read more

The book is error-free and appears to be free of bias.

The book is pitched to an Ohio State University audience, so some of the resources pointed to would not be the same as a potential adopter's institution might select. In addition, the book needs some updating regarding the impact of social media on the information cycle. Social media formats are mentioned, but a fuller treatment of how they fit into the information climate would be a good addition.

The text was clear and easy to read, and provided numerous examples for its points. It also did not rely on jargon in its explanations, which makes it much more accessible.

The text was consistent in its use of terms. I found its tone consistent, as well as the level of explanation for the wide variety of concepts explored.

The organization of the text into units makes it very easy to break the content apart into smaller units and use it for a variety of purposes. I could see using the content for different parts of several courses, as well as incorporating it into e-learning content.

The topics are presented in a logical fashion, following the path that a typical research assignment might take. This will also make it easier to fit within the flow of a course that uses the textbook to teach about the process of academic research.

The interface of the text itself works appropriately, but some of the ancillary quizzes and extra material did not work so well. Many of the graphics did not work as well within the pdf format as they do in the web format.

The textbook was free of grammatical errors and was easy to read.

The text did not appear to be culturally insensitive.

I am exploring the creation of a for-credit information literacy class at my institution and this book is a possible candidate for adoption for the course.

Reviewed by Bryan Gattozzi, Lecturer, General Studies Writing, Bowling Green State University on 2/1/18

I was impressed how the text began helping students understand the benefits of leading a research project by writing research question(s), following with assessment of research methods, and thinking about research writing as an avenue to test a... read more

The book didn't seem to dismiss any possible research method. Instead it provided suggestions of how and when any individual research method may be relevant.

The book was published last academic year and the content included is still relevant, mostly because best-practices in research (and research writing) haven't changed much.

The volume of research methods students can use given the internet's power is ever increasing, yet the book does well to isolate a handful of long standing tenets that academic writers have used for decades while allowing for discussion of web-based writing and multi-modal presentation methods instructors may increasingly require students to use.

Each section is concise, clear, and easy to follow . . . for me.

I assume students will be capable of reading the text, performing quizzes provided, and plotting out a research path to complete their assignment(s).

Then again, as an academic I obsess over these issues. I can see a student yawning while reading this text.

The content isn't especially fun to read yet the information provided in relevant and time-saving if students are willing to relax, read actively, and apply the material to the assignment their instructor has given.

I don't imagine many students would seek the book out and read about research methods, yet an instructor can pair excerpts from the book with specific assignments along a student's research path to help the student retain and apply the helpful suggestions in the book.

The text does well to allow students to name the process they're going through when composing a research question then deciding on what research path fits their question. Students are guided to consider what blend of qualitative / quantitative, primary / secondary / tertiary, or public / professional / scholarly research will fit their research and writing goals.

The book refers back to the same terms throughout and provides students with active learning worksheets to plot a research AND writing plan to complete their work, one they could conceivably follow throughout their academic and professional career.

Each subheading contains, on average, not more than a page of content allowing instructors the ability to easily limit reading assignments from the book to concise, focused sections.

The book is very process-based, and follows the workflow necessary to write a successful academic researched assignment.

The limit of this strategy might be students being overwhelmed with so much discussion of process they'd be paralyzed to inaction.

An instructor, then, would have to be direct in assigning reading materials relevant to a student's immediate research goal.

I like how the text follows the path a student would follow: from narrowing a research question, selecting and reviewing research materials, then choosing how to implement them ethically in writing.

It also details how to process research considerations students may not consider including how to archive research results, to respect copyright law when publishing blog posts or submitting student work to an online repository.

The text contains many online activities, sample research artifacts, and instructional handouts. Some require on Ohio State student authentication. The text is still useful without access to these materials, though an instructor would have to alert students to this issue.

Text was proofread well.

Didn't see any culturally insensitive content.

Reviewed by Jonathan Grunert, Assistant Professor of Library Services: Information Literacy Coordinator, Colorado State University - Pueblo on 2/1/18

This textbook covers the concepts found in the ACRL frameworks in a way that is meaningful and accessible to academic researchers at all levels. It adequately provides a discussion of the complete research process, with clear signposts as to which... read more

The content appears to be accurate to 2016, with some acknowledgement that finding sources is an activity that has seen many changes in the past few decades, and will likely seem more, and rapidly.

Information discovery and retrieval is a rapidly changing process in a changing field. But much of the content in this textbook—as far as general advice and instruction for finding resources and the ways to use them—remains relevant. As information processes change and as information uses change, I have no doubt that librarians will be at the forefront of maintaining the relevance of a textbook like this one through various edition changes.

This textbook is clear, and accessible to researchers at all levels. Jargon, where present, is well-explained, and the contexts for the various components of the textbook are provided.

The text and frameworks in this book are consistent with ACRL frameworks as well as with the ways librarians tend to talk about finding and using sources. Furthermore, the book consistently uses the same terminologies to clearly explain sometimes difficult practices.

I would be very comfortable using any chapter of this book to teach a component of the academic research process. The chapters are discrete, with well-defined boundaries. The modularity of this textbook helps reinforce the overarching idea in this book: the iterative research process. Students might read the chapters in virtually any order, and come away with a valuable understanding of the research process.

This textbook presents the research process in the way that many students and faculty think about the process—from the perspective of the end goal, and through the organizational structure of an academic paper. But, it also indicates throughout the process places when the researcher needs to revisit an earlier step, to modify the project, or to make the end product more meaningful.

No issues in the interface; nothing distracting from the content.

Some minor punctuation errors, but no grammatical errors that distract from the content.

This textbook comes from an American perspective for ways of searching for, retrieving, and using information, as well as the traditionally American ways of constructing arguments. Though there is not discussion of other cultural ways of arguing academically, this textbook does not dismiss or otherwise denigrate other cultures; nor is it insensitive in any way.

Many examples are university-specific to the libraries at Ohio State University, as should be expected from a textbook such as this. As such, this book will be most helpful to students using the book at OSU. However, instructors using this book need to be aware of this focus, and must prepare to supplement with materials accessible by researchers outside OSU.

Reviewed by Susan Nunamaker, Lecturer, Clemson University on 2/1/18

This textbook is comprehensive. It goes in-depth covering the topics of research questions (specifically how to narrow down topics), types of sources, sources and information needs, precision searching, search tools, evaluating sources, ethical use of sources, how to cite sources, making an argument, writing tips, copyright basics, fair use, and roles of resource sources. The textbook hits all of the topics that I plan to cover in my upcoming classroom-based research course with the exception of techniques for completing and writing a literature review. The textbook touches on the topic through a section on "background reading", but does not go in-depth. Otherwise, the textbook covers every aspect of academic research.

I found no errors or bias issues in my initial first read of the textbook.

The information and techniques provided within this textbook are up-to-date and relevant for academic research. I reviewed several textbooks before choosing this one for my upcoming masters-level classroom-based research course. I chose this book because of its relevance in regard to the practical skills needed in order to complete research assignments within the course, as well as, writing a capstone research paper.

This textbook is clear and exceptionally readable. It is organized by research skills in an order that makes sense to the reader. For example, the book begins with a chapter on choosing one's research question. Verbiage is clear and concise for all levels of academia to be able to effectively utilize this text.

This textbook is consistent in terms of terminology and framework. Each chapter of the textbook builds on the last. The reader is not necessarily expected to have prior knowledge of research before reading chapter one, but should easily be able to have a good frame of reference for academic research by the end of the textbook due to its high-quality framework for scaffolding knowledge with each chapter.

This textbook does a great job of sectioning academic research into small bites for the reader. It was easy for me to create modules from the textbook's chapters, spreading the information within the text over an 8-week course. The modularity of this textbook was a selling point for utilizing the textbook with students.

This is a well-organized textbook. Each chapter builds on prior chapters. Chapters are organized in a logical manner. The first chapter begins with the purpose of research questions and builds content to assist the reader in narrowing down options for research questions. The textbook progresses to assist the reader in building skills as an academic researcher throughout the textbook.

No interface issues were discovered during my initial exposure to the online format. I printed the PDF (because I still love paper) and all display features printed properly. The online navigation is easy to use and pleasing to the eye, as well.

No grammar issues were detected during my initial review of the textbook.

This text is not culturally insensitive or offensive in my opinion.

This is an excellent textbook if you are looking to utilize it to introduce students to the academic research and writing process. Its layout and design and conducive to module-based instruction, and the content is well thought out and beneficial.

Reviewed by Diane Kauppi, Library Faculty, Technical Services & Systems, Ruth A Myers Library at Fond du Lac Tribal & Community College on 2/1/18

The text did a great job of covering the subject and the table of contents were laid out well. The content was well thought out. read more

The text did a great job of covering the subject and the table of contents were laid out well. The content was well thought out.

I found the accuracy to be good. The content is a good representation of what a student needs to know in order better understanding library research.

The content itself is good & should stand the test of time for the near future. The only exception is that even though it's only one year from the publishing date (2016) many of the links are broken. And I would have preferred a OER text that was geared more generally for application to any institution vs. the inclusion of OSU specific references, links, resources.

For a text written to a 4-year university/college audience the text was good. For a 2-year community college audience some of the terminology would need to be defined.

I found the consistency to be good. It followed through each section with including tips, activities, etc.

I think the modularity was good. And the text could easily be broken down into smaller sections to be used as units by themselves or refresher units. The only issue would be where there are links within a module that link to other modules. Add to this that these links didn't work-- I rec'd errors each time I tried a module link.

The overall organization and flow as great. As stated on p 6 ("... as though you are conducting a research project while reading them [the sections]...") this made my logical side happy.

I like the links to activities for students to practice the skills being taught. The problem though was that many of the links no longer work. Additionally, many of the links are to areas not available to users who are not affiliated with OSU. And as mentioned in another review section, module links to other modules didn't work either.

I found the grammar to be quite good with only a few exceptions or where it was clunky at times.

I thought the text was neutral in this area. Nothing that blatantly jumped out at me.

I appreciated the link to application of research to other areas of our lives outside of academic research. I try to get this point across to students, especially when they are hesitant and resistant to library research. I found the "tips" & "summaries" to be a nice added 'pop' & easy for referring back to later. I liked the bold letters/words for emphasis. And the suggestion to "brush up" on p 31 was a nice touch vs outwardly assuming they don't know. The downloadable templates are a great resource for students. Overall, I found the text to be a good resource.

Reviewed by Kristine Roshau, Instructional Technology Specialist and PT Faculty Librarian, Central Oregon Community College on 8/15/17

This text is extensive! Like the title suggests, it truly is a full guide to academic research, from developing a topic, finding sources, and using them appropriately. It also follows the logical order of the search process, from identifying an information need, evaluating source quality (and purpose), and how to perform complex searches. It also highlights several common areas where academic research can be performed, from the college library catalog to specialized databases and how to find academic sources on the free web.

The book also covers what to do once sources have been found, including the importance of properly citing sources, ethical use of source material, and how to cite unusual or non-standard source material. It then moves into addressing the writing process: developing an argument and idea, writing tips, and a large section on copyright, fair use, creative commons, and public domain.

The table of contents is very granular, which is helpful. The sections vary in length, but given the overall size of the book (190 pages) having a very specific TOC is useful when returning to the text as a reference source.

I did not find any objectionable or questionable content. The authors have done a good job of selecting examples for each section (often with associated online activities or examples linked out to the web) that are varied and unbiased, but also represent realistic examples of what students might be encountering during their research process. I was really pleased when looking through the section on citing sources - styles can change, but the book is written in such a way as to be comprehensive about the purpose of citing sources, and links out to many helpful web sources, citation tools, etc so the information will remain accurate in the textbook even if the style guides themselves are updated in the future.

The section on copyright is similarly done.

See previous note - it is clear the authors have taken care to include examples that will remain relevant, not evaporate into popular culture, and provide flexibility where the content may be updated or changes (such as copyright law and citation style guides). They do provide a LOT of external links and activities, not all produced by Ohio State. So it's possible that some of their links may break in the future. It does appear that they have made an effort to either link to open sources they control, or which are unlike to change significantly (ie: government websites).

If I were using this text, I would probably modify some of the resource sections (eg: databases) to reflect those that the students at my institution have access to, though the writers do make a point of identifying OSU access-only resources where applicable. I would also update the copyright/plagiarism section to include our college's student handbook blurbs, etc.

The tone is extremely approachable in all of the areas I checked. This is extremely important in academic research where there are a lot of areas of possible legal entanglement, and the authors have done a credible job of breaking down complex concepts into approachable prose and examples.

The textbook is consistent in both writing and structure; however, I do with the table of contents was split into sections in the same way the content is. Page numbers are given though, so that's not really a big deal. There were one or two places where I saw formatting errors, but nothing overly distracting - it did not adversely effect the content.

It is visually appealing and for the most part, easy to navigate. No huge blocks of text, and it also intersperses activities, tips, and examples. The text is also organized in such a way that it can be used as a reference, without needing to be read from start to finish in order to make sense, which is helpful for the researcher who may need to pop in for just pieces of the work.

However, there is a strong presence of external sources (often OSU library webpages) and activities that are linked out of the text. The writing itself is certainly standalone, but the book would lose a lot of its character if it were printed and not viewed digitally. I would have liked a References or bibliographic section that listed some of these resources, but there wasn't one, meaning the user would not be able to search for the resource if the linked text didn't work.

I can see the potential for too many asides for activities to be distracting, but they are generally held to the end of their relevant sections, so it wasn't too overwhelming. The organization follows a logical research process, walking the reader through from beginning to end.

As mentioned before, there are a few places where it looks like images have distorted the intended formatting, pushing items to empty pages, etc. But these instances are rare. A few of the images could be higher resolution, but they were certainly legible (and I was viewing this text at 125% zoom on a larger screen, so my experience is probably not representative of every reader).

It is long though, and I would have loved to be able to jump to sections through anchor bookmarks in the content page - that would be a nice touch.

I also found a few broken links, which is not totally surprising, given the volume of them in this book.

None noticed in this review.

No objectionable content found - the authors have chosen inclusive examples wherever possible, while remaining realistic about subjects students might be researching.

Not all of the links to activities are self-describing (there are no plain URLs, but many of the activity links contain the same 'Open Activity in Web Browser' text, which would be confusing if a user was navigating with a screen reader.

Reviewed by Deborah Finkelstein, Adjunct Professor, George Mason University on 6/20/17

The book is very comprehensive. The authors consistently explain concepts well and provide easy-to-understand examples that are approachable for the undergraduate audience. For example, the authors don’t just say, “narrow down your source,” they go through steps to narrow it down, walking students through the process. (p 9) Very thorough. They also spend a page and a half giving examples of “Regular Question” vs. “Research Question.” (p 13-14) This ensures that students will understand the difference. They also do well with explaining fact vs. option, objective vs. subjective, primary vs. secondary vs. tertiary sources, popular vs. professional vs. scholarly magazines, when to quote vs. paraphrase vs. summarize, and other concepts that are critical to performing research.

The book does not have an index. The table of contents is quite thorough and very useful in understanding the breakdown of the book or locating certain topics.

The book is error-free.

There are many digital examples in the text. As long as authors make updates as technology inevitably changes in the future, the book should remain relevant.

The book has a conversational tone that is connective, trustworthy, and approachable for the undergraduate audience. This makes it easy to read and easy to understand.

The book is very consistent with tone, and terminology.

In the introduction, the book encourages students to “jump around a bit in this guide to meet your needs.” (p 5). The book stays true to this idea. Students could read the book straight through, but it is well-designed for “jumping around.” The sections stand alone, and instructors could easily assign sections in the book out of order. This book could be used as the only textbook in a classroom, or an instructor could use these modules to supplement an existing textbook. Topics are easily found in the book thanks to an excellent table of contents, a clear organizational structure, and a great use of headers.

The book is well-organized and follows a logical structure. Individual topics are also well-organized. The authors break processes into step-by-step, making is easy for students to learn.

Great use of visual aids. For example, there is a chart on how to narrow down research topic (p 9), and a chart on the roles of resources in research (p 179). These items are great for visual learners, and they make the text come alive while emphasizing important concepts.

The book shares links to outside sources. This provides students that would like more information that is beyond the book with resources. It additionally provides students links to activities, such as one that asks them if a source is primary, secondary, or tertiary (p 34). On occasion, it links to outside companies, such as citation management software, news outlets, and social media, making the book a resource. In this way, the book utilizes the medium of a digital book.

The book is free of grammatical errors.

The book is culturally sensitive. The book is designed for Ohio University students. Examples given occasionally apply to Ohio, such as when the authors are providing examples of newspapers, they list two out of six that are from Ohio, including the campus newspaper (p 43) There is also a link to the OSU Libraries’ newspaper database (p 44), and when talking about citation management software, they mention the three that are available at OSU. It’s not a large enough issue that one should not use the book; it’s still easy to understand, but it is a limitation and worth mentioning to students.

I teach a 300-level English class on performing research and writing research papers. I plan to utilize this book next semester due to the excellent organization of modules, the approachable tone, and the great explanations and examples.

Reviewed by Constance Chemay, Head of Public Services, Library Services; Asst. Professor, User Instruction, River Parishes Community College, Gonzales, LA on 6/20/17

The book does an excellent job covering the subject, and even goes beyond what its title suggests, with chapters on writing and formulating an argument. The chapters on copyright and fair use are exceptional. However, it lacks both a glossary and an index. Some terms are defined in their appropriate chapters, but not all. Some students, particularly first-year or those who may be enrolled in developmental courses, would benefit greatly from a glossary. The activities, while appropriate for their contexts, are mixed in their effectiveness; some provide good feedback with clarification, but most offer little more than a smiley face for a correct answer or an “x” for a wrong answer with no other feedback.

For the most part, this book is accurate and unbiased, but one area where I noticed discrepancies is the chapter on citing sources. MLA released its 8th edition in April 2016, yet the examples provided are 7th edition. I also noticed errors in the example for APA; only the first word, proper nouns, and those following major punctuation marks are to be capitalized in article titles following APA formating guidelines. Regarding bias, the book is unbiased; however, I disagree with the discussion of news sources regarding mainstream versus non-mainstream (or mainline as used in the text); main-stream media includes "traditional" sources, e.g., television, newspapers, and radio, as opposed to online sources, especially social media. The authors’ inclusion of Fox News, a right-leaning national television news network, a contemporary of CBS, NBC, and ABC, as non-mainline rather than mainline shows bias, in my opinion. It’s difficult to find news from any news source, mainstream or not, right, left or center, that doesn’t have some bias or opinions in its reporting.

This textbook itself is written so that it will be relevant for a long time. However, there are some exceptions. The discussion of citation styles uses examples for MLA that reflect the 7th edition rather than the 8th, which was released in April 2016. The book covers this discrepancy somewhat with its tip regarding choosing a citation style, with its remarks that styles do change and its recommendation to check with one’s instructors. Another issue is the potential for link rot regarding external websites; in fact there are a few dead links in the text and activities already. A couple of online resources mentioned and linked to, IPL2 and the Statistical Abstracts of the US, have been retired for at least a couple of years, which makes me wonder about when the book was actually last reviewed edited.

The book is well-written, easy to read, conversational. Most technical language is defined and used appropriately.

This book is consistent in terms of its terminology and framework.

This book is extremely modular in its organization at the chapter level and within the chapters. It can be easily reordered to meet specific course or instructor needs. It does refer to other sections of the text, but these references are appropriate, emphasizing more in-depth information elsewhere in the book. Sections that are unique to OSU can be replaced/revised to make the text relevant to other institutions as needed.

It is well organized and reflects the processes and stages of research. While the research process is not linear, the topics are presented in a logical manner that guides students through the process. I did note that a couple of sections in chapter 7, on ethical use of sources don’t really seem to fit there, however. The paragraphs on page 118 discussing a lack of understanding of the materials and lack of time might fit better in other chapters.

While the online version works well, the PDF format has issues. Some of the in-text navigation links work (the TOC links) while others found throughout the text don’t, often giving an “error: unknown export format” message. There are also a few dead links in both the online and PDF formats, as well as in some of the online activities. Some links direct users to OSU Libraries’ resources, either their catalog or their licensed databases, but not all such links are clearly identified as such.

Grammatical Errors rating: 3

For the most part, this text is well-written, grammatically; however, it does have a few grammatical/typographical errors, possibly more than one might expect from a text of this length, and assuming that the author is most likely a committee rather than an individual, more eyes reviewing the text should catch such errors. There are also instances of tense inconsistencies, shifting from present to past in the same sentence. Two paragraphs on page 47, under “Finding Data in Articles . . .,” repeat the same four sentences verbatim in different order. This occurs again on page 88. While these are not grammatical errors, they are certainly editorial errors. Most of the online activities have typos, as well, more so than the textbook.

This textbook is not culturally insensitive or offensive.

I do like this book. I think it puts the topic in terms that students can readily use and understand. I'd even recommend the chapters on copyright and fair use to faculty! I do think that it could benefit from the inclusion of a glossary and an index, as well as regular and frequent review, especially in regards to the linked resources. The PDF version definitely needs revisions since it seems that most of the in-text referral links throughout the text don’t work. Since it is tailored to OSU’s library resources, any instruction librarian using the book can substitute content relevant to his/her institution; non-library faculty using the text can consult their own librarians for help with this.

Reviewed by Dawn Kennedy, Ed.S, Health Education, Anoka-Ramsey Community College on 4/11/17

Choosing & Using Sources: A Guide to Academic Research serves as an excellent guide for teaching the research process. It takes the learner through the process of academic research and writing in an easy to understand manner. As an educator in a community college setting, I am working with students who are new to the research process. This text will be useful when working with students to start developing the appropriate process of research writing. The text has neither a back-of-the-book index nor a glossary. It is beneficial that key terms are defined throughout the chapters.

The information presented in the text is accurate at this point in time and unbiased. One concern is that some of The information presented in the text is accurate at this point in time and unbiased. One concern is that some of the links do not work.

Content is up-to-date at this point in time. Most examples and exercises are arranged separately from the main text and can be updated as needed. Some of the content links to the Ohio State University Libraries databases which may not be assessable to students outside that institution.

This text is clearly written, well-illustrated, and user-friendly for the undergraduate audience. It avoids technical jargon and provides definitions where appropriate.

Choosing & Using Sources: A Guide to Academic Research is consistent in terms of terminology and framework.

Regarding the book’s modularity, users of this text can be selective in chapter choice. In this sense the text is useful to instructors and students who wish to focus on a single component and /or use the text as a reference. For a better understanding of the research process in its entirety, reading the text in the order written may prove to be more beneficial.

The text's organization mirrors the research process in a logical, clear manner. Chapters 1-8 lead the reader through the basics of research literacy and research skills; chapters nine and ten explain the process for making an argument and writing tips; Subsequent chapters zero in on copyright and Fair Use information. Key concepts and points are supported with highlights, examples and colorful illustrations.

The text displays generous use of visuals which are clear and free of distortion. The activities provided support the concepts and skills being addressed and are easy to navigate. One concern is the activities which are linked to Ohio State University may not provide access to all, resulting in limited access of information and frustration for the reader.

• The text is not culturally insensitive or offensive in any way.

This is a text does an excellent job of explaining the research process in a logical manner. The text uses examples, illustrations, and skill practice to support the learning process. I recommend this text for use in it's entirely for teaching and learning the research process and as a resource for the rest of us.

Reviewed by Scott Miller, Reference and Instruction Librarian, Rogue Community College on 4/11/17

The book is very comprehensive and even goes beyond what might be expected in this kind of textbook. Along with choosing and using sources, the authors include a section on making an argument. Topics are dealt with appropriately and the text employs tests and activities along the way. I found some of the activities were not particularly well designed and sometimes answers to questions were based on assumptions by the authors as to context that in real life may or may not be appropriate. For instance, they claim that the periodical/journal title "Coral Reefs" is a scholarly journal, but judging by the title alone in a real life exercise there is no way to know whether it is scholarly or popular in nature.

There could have been more discussion about context and how it defines whether a sources is primary, secondary or tertiary. '

What the this textbook does not have is any kind of index or glossary, which I found disappointing.

I did not find any instances of inaccuracies in the text. I did find, however, some assumptions in the text that were not always warranted. I took issue with the assumption that mainline news sources are objective (p. 42). It is very clear that news articles are often biased. I think telling students that mainline news sources are objective effectively disarms instead of promotes critical thinking by students doing research.

On page 126 there is a discussion about using quotations where the authors say that all quotes are to be put within quotation marks. This is not true of block quotes in MLA or APA style and they omit any mention of it.

This textbook should retain its relevancy for several years, but it will lose its effectiveness very soon, since many of the dozens and dozens of links in the text will surely break before long. In the short term the links are a great feature, but they do severely limit the longevity of the book. I also found them annoyingly pervasive.

It should also be noted that the MLA citation example on page 122 uses the outdated MLA 7th edition guidelines.

Overall, I thought the book was very clearly written and easy to follow. The one section I struggled reading was the section on sources and information need. It seemed to want much more editing and was often wordy and almost obscure.

I did not notice any lack of consistency in terminology or framework.

This is one the book's strengths. It was clearly organized into topics and subtopics which sometimes could be addressed in an order chosen by an instructor. There were, however, occasional self-references to earlier sections or previously used external sources.

Moving from the simpler aspects of choosing and evaluating sources to the more complex uses of them and how arguments are constructed made good sense.

Interface rating: 2

I found the interface to have significant problems. At least a dozen links would not work from the PDF text when opened in Firefox. I often got the message, "error: unknown export format." The links seemed to work when viewing the text online, however.

The textbook's usefulness outside of Ohio State is severely limited by the frequent use of sources only available through OSU student logins. The textbook was written for OSU students, but it really fails as a textbook for any other institution unless it is significantly modified.

I found a few missing punctuation marks, and only two missing or wrong words in sentences. For a textbook this long, that's very good.

The textbook used interesting and non-offensive examples.

While it's a good textbook for choosing and using information sources it suffers from being too specifically written for OSU students, as well as including an overabundance of links that will reduce its longevity. Not including any kind of index or glossary is also a drawback.

Reviewed by Vanessa Ruccolo, Advanced Instructor of English, Virginia Tech on 2/8/17

Ch. 1 has a great overview of regular versus research questions and the difference between qualitative and quantitative research. Ch. 2 covers primary, secondary, and tertiary sources as well as popular, professional, and scholarly. Ch. 3 includes a source plan (i.e. what do you need the sources for and what is your plan). Ch. 4 gives tips and hints for searching on a library database. Ch. 5 gives different search options, like the library or Google Scholar. Ch. 6 is all about evaluating the sources you find, including clues about sussing out bias and thoroughness, as well as discussing currency of topic. Ch. 7 discusses why you should cite sources. Ch. 8 discusses ways to cite sources. Ch. 9 is looking at argument as dialog and what is necessary in that exchange and a recommended order of components. Ch. 10 covers quoting, paraphrasing,and summarizing and signal phrases. Ch. 11, 12 are copyright and fair use. Ch. 13 covers the roles or research.

I will use Ch. 1 and 2 in my classes, as I think the breakdown of research is useful and clear. Ch. 3 also has useful imbedded tools that will help students plan; Ch. 4 and 5 might be used as references post-library visit. I will also use Ch. 6 and Ch. 10.

I think the information provided for distinguishing scholarly, popular, and professional is helpful and I hope the resources help students understand good, reliable sources a bit better. The same is true for searching for sources, and I think the sections on search engines and evaluation of sources are going to be quite useful.

While the information on copyright, fair use, and why and ways to cite sources is fine, I won't be using these for my English classes as I find them not as helpful or relevant.

I think the book is quite accurate in terms of information provided. They use sources that both I and my students use, so clearly the book is addressing real needs in the classroom. It also makes suggestions that reinforce the concepts our librarians share with the students and instructors, so I find this to be extremely helpful.

The book suggests Purdue OWL, a source I also use; however, I realized this year that OWL was behind in updating some of the MLA citation changes. So that's something maybe for the book authors to note or address when recommending websites.

With that said, I think the book covers key specifics like university library websites, Google Scholar, and search engines, in broad enough terms to keep it relevant. Also, the graphics are simple and not dated, and there is one drawing of the "outernet" that shows what social media, Youtube, etc. would look like in the "real, outer" world. This drawing is the only thing I saw that might be dated soon, but its point is still solid.

Very easy to read, clear terminology and explanation of terms, and lists are also provided to help break up each page's prose, which means the information is presented in a visually clear form as well.

I think the consistency of terminology as well as the scaffolding makes sense on the whole. I didn't seem places where the language changed or seemed to have several writers or definitions.

Perhaps one of the best parts of this book is how each chapter is contained, succinct, includes an activity, but still builds on and with the other chapters. Each chapter is stand-alone and clear and easy to read online, or if you chose to print it. The creators clearly had the online reader in mind, however, and the chapter lengths and fonts are comfortable.

Overall, I like the organization, specifically for chapters 10-6. I would change the order of the final chapters so that Ch. 9 and 10 come before Ch. 7, 8, 11, 12. I would also move Ch. 13 "The Roles of Research" to earlier in the book, perhaps around Ch. 3 or Ch. 6. If I use these materials, I will reorder some of the chapters for my class so that the scaffolding and explanations work a bit more side by side.

Again, comfortable, easy-to-read pages, simple graphics and the charts used are helpful and appropriate. I especially appreciated that the authors didn't use images that showed people or figures that could both date the book and also make students feel talked down to - I hate images like this and refuse to use textbooks that incorporate them, so kudos!

Additional resources are easy to access.

I wish the email option (for sending yourself a page) pulled up a screen in which I could type the email I wanted it sent to. Instead, it pulls up Messenger, which I don't use.

The Table of Contents didn't let me jump to the chapter when I pulled down the menu. Was that just my computer/browser?

Now, I didn't read through as though I was grading (it is winter break, after all!) but nothing jumped off the page. If something had, if there had been a mistake, I would still use the text; if there had been several, I would have considered abandoning it for class. However, the information is still so good I i might have told my students to find the grammar mistakes as part of an assignment just so that I could use the research parts still; however, I didn't not see any.

No, nothing. Perhaps if the authors include more examples for citations they could pull from culturally different sources then, but the material here was so broad in terms of textual sources it was in no way exclusive.

I will be using parts of this book in my English classes. Well done to the authors - a helpful, free supplement.

Reviewed by Dale Jenkins, Advanced Instructor, Virginia Polytechnic Institute & State University (Virginia Tech) on 2/8/17

Having taught freshmen how to write college research papers for the past 18 years, I gave the text high marks on addressing all of the key elements college students need to engage in academic research. read more

The text implements content from a host of sources which is extremely useful, but the grammar needs a few tweaks.

This represents a strong aspect of the text. The writers did a good job of winnowing out unnecessary components of the research process, although my freshmen would not delve into the Fair Use and Copyright chapters.

The book gets outstanding marks on clarity. Students will find this to be a definite strength of the text.

The authors did a good job with consistency. I kept my students in mind as I evaluated this aspect of the text.

Students would find this book extremely accessible in terms of modularity. I don't see them being overwhelmed by the text or high-brow jargon.

I noted a logical progression to all thirteen of the chapters. Students in upper-level classes would find the chapters on Fair Use and Copyright more significant in their academic studies.

The hyperlinks and the interactive elements of the book will be extremely appealing to students as well as being substantive.

The book still needs some work in this regard. Pronouns don't always agree with the antecedents, and I noted several shifts in voice in the text.

The text doesn't have any instances of cultural insensitivity, and I pay close attention to this aspect of textbooks when I peruse them for potential use in my courses.

The hyperlinks, using different types of media, and the chapters on "Why Precision Searching?" and the discussion of plagiarism proved to be well-crafted and accessible for students. I also commend the authors for the lack of jargon that would leave students in its wake.

Reviewed by Jarrod Dunham, Instructor - English Composition, Portland Community College on 2/8/17

A very comprehensive guide to the writing of the research paper. I've taught research writing for several years, and this book covers all the material I'd typically cover in a class. Previously I've not used a textbook in that class, but I'm teaching an online section this term and find that the book offers a very effective substitute for the lectured and activities I'd otherwise be presenting in class.

This text is accurate and up-to-date with the most recent developments and issues in the field.

This text is very much up-to-date. It shows an awareness of changing conventions in academic writing, and emphasizes the latest technological tools for researching and managing citations. It frequently links to outside resources, which could be problematic in the event those resources were removed or relocated, but in practice I never encountered such an issue.

Clarity is one of the book's strengths. It is written in clear, simple, and concise prose, resisting the kind of "academese" that is frequently employed in textbooks and gives students a false impression of what academic writing should look like. I found all of the content very easy to understand, and, although it's intended for slightly more advanced classes, accessible for Freshman writing students.

The text is highly consistent, both in terms of the terminology it employs, its organizational structure, and its systematic incorporation of tips, learning activities, and quizzes.

The book is divided into 13 chapters, each of which addresses particular aspects of research writing and can be employed on its own, or in conjunction with other related chapters. I found that assigning chapters in order was generally perfectly appropriate, although there was no issue with assigning the odd chapter out of order - links to previous or later content are provided where appropriate, so students can easily navigate to other relevant sections of the text.

This text is very nicely organized. It moves from the beginning stages of the pre-writing process - choosing a topic and identifying appropriate guiding questions - through the research to the writing of the paper itself. I found that the organizational structure of the text very closely mirrored the structure I use myself in teaching research writing. As such, adopting this text for the course (and adapting the course to the text) was a delightfully straightforward exercise.

The interface of the text is excellent. It is very easy to navigate, very attractive, and all tools work as intended. Some features are only available to those with Ohio State University log-ins, which yields a handful of frustrating moments, but in general I didn't find this to be a significant issue.

The text is error free and written in a simple, accessible, and engaging style. It's not merely an easy read, but one that effectively models clear and concise academic prose for writing students.

To the extent such issues come into play, the text is inclusive and culturally sensitive. The content of the text is mostly neutral on such issues - they simply tend not to come into play - but I was pleased to find a comprehensive chapter on the ethical use of sources, which introduces an ethical dimension to the research and writing process that many students may not anticipate or otherwise be prepared to navigate.

Overall I was quite pleased with this text. In my online section of Research Paper Writing, I have assigned nine of the thirteen chapters, and am very pleased with the breadth of content covered thereby. With one exception, I've been able to assign those chapters in the order they appear in the book, which simplified the planning process for myself, and offers a structure to the course that will be more readily apparent to my students as well. Late chapters on Copyrights Basics and Fair Use struck me as unnecessary and a little off topic, but it is of course easy to simply not assign those chapters, and since this is not a print book they have no bearing on materials costs.

For an online class like the one I am currently teaching, this is an excellent primary text. Even in a face-to-face class it could prove to be a very useful supplemental text. Normally I resist the use of supplemental texts in face-to-face classes, but since this one is free it is ideal for that purpose: instructors and students can simply rely on it to whatever extent feels useful.

Reviewed by Jennifer Lantrip, Reference Librarian, Umpqua Community College on 2/8/17

This book is an excellent source for guiding undergraduate students through the research process, from understanding the purposes for doing research and writing a research question, to composing a thesis and contributing to a scholarly conversation. Students learn where and how to find relevant sources and how to evaluate and use them ethically. The main text is supplemented with links to useful resources, videos, worksheets, examples, and exercises. These are all high quality sources, making this a comprehensive resource for teaching information literacy and the research process. While no index or glossary is provided, terms are well defined within the text. Links are provided to other sections within the text where terms are further discussed.

The content is error-free, unbiased, and accurate. Ideas and concepts are in accordance with the Association of College and Research Libraries’ “Framework for Information Literacy for Higher Education,” with the exception of several small sections that could easily be clarified or adapted.

The opening section of Chapter 3 states that researchers should find sources in order to meet their information needs. However, it states that one information need is “to convince your audience that your answer is correct or, at least, the most reasonable answer.” This should be clarified for students so that they understand that they should start their research with an open mind as opposed to looking for sources which support their predetermined thesis.

The section “The Sources to Meet Needs” in Chapter 3 states that convincing one’s audience is an information need and that students should find sources based upon what their audience would be convinced by. Researchers should not choose their sources based upon what would convince their audience, but rather upon what sources best answer their research question. The most relevant and highest quality sources should not be omitted from the research process because the researcher does not think that his/her audience would be convinced by them. It is part of the researcher’s job to educate and convince his/her audience why the chosen sources and the research are relevant and of high quality.

Chapter 13 mentions briefly, “Putting your sources to work for you in these roles can help you write in a more powerful, persuasive way—to, in fact, win your argument.” It is very important for researchers to make convincing arguments through using quality sources, doing quality research, and presenting the information in an understandable way. Students should understand that the goal of scholarly conversation is not to “win” arguments, but rather to contribute to the world’s shared knowledge. While one argument may hold for a time, it will most likely be refined in some way by future researchers.

The main content of each chapter is current and does not contain terms that will soon be outdated. Specific examples and exercises are arranged separately from the main chapter text and can be updated independently. Some of the content discusses and links to Ohio State University Libraries databases which are unavailable to students at other institutions. While some of this knowledge is transferable, the specific information about these databases is unique to OSU Libraries. It would be useful if this information could be generalized in the main flow of the text so that it would be applicable for students at other institutions.

This text is very readable and easy to understand. Concepts are explained clearly. Exercises and examples are provided to help students grasp each new concept. It is written in a casual tone that appears to make an effort to put its readers at ease while giving solid information about how to complete research and writing assignments successfully.

The terminology used in this book and its framework are consistent. Each chapter, chapter sections, examples, and exercises are organized in a consistent manner throughout the book, making it easy to follow. Students can refer to specific sections of the book or read it straight through. Because links are provided to sections of the book where important terms are defined or discussed further, students can easily jump to relevant sections of the book.

The book is divided into chapters and subsections which lead the reader seamlessly and logically through the research process. The book could easily be assigned to be read linearly, but it would also work well for instructors to assign specific chapters as applicable to the course content.

This book takes students through the research process in logical steps, from choosing and refining research questions, to producing and sharing what they have learned. For students who are unfamiliar with the research process, it would be most useful to read the book linearly as each chapter prepares students for future chapters.

This text is easy to navigate in both the PDF and online versions. Images are clear. There are currently no broken links. The contents in the PDF version could be made clearer by making a greater distinction between the main chapter and chapter section titles.

The text has negligible grammatical errors.

This text is not culturally insensitive or offensive.

I highly recommend this book for teaching information literacy and the research process to undergraduates.

Reviewed by Patricia Akhimie, Asst. Prof of English, Rutgers University-Newark on 2/8/17

This textbook does not include an index or glossary but is full-text searchable, returning a an easy to read and access menu of clickable search results to take readers directly to the desired information. In addition, an expandable Table of Contents for the book is available as a tab so that readers can view an overview of topics and jump to other sections at any time. This textbook offers a review of research methods that is certainly comprehensive. Instructors will likely find that individual sections, rather than the whole work, are most useful in planning lessons and constructing student assignments in research based and writing intensive courses at the undergraduate level.

This textbook is accurate in its representation of research methods and of the reasoning behind these approaches. In addition, details about citation styles, and search tools, seem error-free. Treatments of the more complex aspects of research, such as constructing an argument, are unbiased and thorough.

The textbook should be useful to students and instructors for some time. It should be noted, however, that research software and citation styles are updated, though infrequently. Thus, the video walkthroughs of particular databases, for example, may be obsolete or misleading after some time.

This textbook is remarkably lucid and approachable for undergraduate readers. Discussions of complex ideas are illustrated with useful graphics that readers and instructors will find particularly helpful. The video walkthroughs are perhaps the most attractive illustrations for instructors. These guides will be appealing and easy to use for students intimidated by large databases and their idiosyncrasies.

The textbook is immanently usable. It is consistent in its tone as well as in its use of terms.

It is clear that this textbook has been designed with modularity in mind. Individual sections will be more useful than others, depending on the type and level of the class. In addition, sections can easily be assigned at different points over the course of a semester. For example, sections might be assigned at intervals that reflect the stages of the development of undergraduate student’s independent research paper. The section on formulating research questions might appear early in the semester, the section on citation styles toward the end.

The organization of the book reflects the stages of research. This means that navigating the textbook will be intuitive.

Navigating this textbook will be intuitive, the Table of Contents tab makes moving between sections very easy.

Readers will find the textbook free of simple typos and errors.

Readers will find the textbook inclusive. Some readers may find that the attempt made in the textbook to speak to research in the humanities, social sciences and sciences has meant that discussions can be vague at times but this is to be expected in a textbook on this topic aimed at a broad range of readers and researchers.

Reviewed by Heather Jerónimo, Assistant Professor, University of Northern Iowa on 2/8/17

This text is a comprehensive review of the various types of sources one might need to complete a research project or paper. The book begins with a clear explanation of how to formulate a research question, while the majority of the chapters focus on finding and evaluating sources. The topics in this text are well-chosen and reflect several aspects of academic writing in which beginning researchers might struggle, such as how to do a precision search, understanding biased versus unbiased sources, and how to decide between quoting or paraphrasing. This book is written at a level that undergraduates should easily be able to comprehend, while the content of the chapters gets increasingly detailed and complex throughout the book. There is no index or glossary at the back of the book, but there is a very complete table of contents at the beginning of the text. Readers might find it useful if the chapter titles in the table of contents were in bold, as the detailed breakdown of sections—while helpful—can be overwhelming when one is looking for the main categories of the book.

The text provides helpful and unbiased examples for how to do research in many different areas. The practice activities relate quite well to the content of the chapters, although some links do not work. One of the strengths of the text is its applicability in a general sense to many different types of research.

In most chapters the information is kept very general, allowing the text to enjoy relative longevity, as the process of how to conduct academic research, cite quotes, etc., likely will not change drastically in the near future. For example, in the section on databases, different types of databases are explained, but the author does not reference many specific databases to which students may or may not have access. With an understanding of the concept, students then are equipped to find the databases that pertain to their field and that are offered by their institutions. There are several references to Ohio State throughout the text that will not be helpful to all readers, but they do not impede the reader’s comprehension of the text.

It is a very readable text, written at a level that makes it easily accessible to undergraduate students. The author has avoided jargon that would be confusing to the readers.

Even though the book gives examples of various types of research and sources, it maintains a high level of consistency throughout.

The chapters are clearly divided in a way that allows the reader the option to skip between chapters or to read the chapters in succession. This text could be put to a variety of uses within the classroom. As an instructor, one could use it as a primary text for a Research Methods or Composition class. One could also suggest that students read only certain sections in a class that was not primarily focused on the writing of research papers but that had a research component. This text is a valuable how-to manual that students can reference throughout their academic journey.

The text has a logical organization and flow. The book transitions from more basic information at the beginning to more specialized knowledge in later chapters, allowing students to gradually become more immersed in the topic. The structure permits students to read the text from cover to cover, or to read only the information and chapters about which they are curious. The activities serve as good checkpoints to assess students’ knowledge and break up longer readings.

The interface of the text is easy to manage and does not distract from the content. The placement and accessibility of the activities provide quick and easy checks to assess whether students have understood the concepts of the chapters. The images support the text and are linked closely to the message.

There are few grammatical errors in this text.

The text is not culturally insensitive or offensive. Like many textbooks, it could be more intentional in its inclusion of a variety of races, ethnicities, and backgrounds, perhaps in the examples or practice activities.

Reviewed by Dr. William Vann, Information Studies Faculty, Minneapolis Community and Technical College on 12/5/16

While there is neither a back-of-the-book index nor a compiled glossary in this outstanding textbook (key terms are defined, however, throughout the chapters), one cannot deny its comprehensiveness. In fact, this text covers so much ground it is unlikely to be used in its entirety for any single college course. Information literacy and research skills courses will find the first eight chapters to be a robust introduction to their subject matter, replete with interactive activities and auto-graded assessments. Composition courses engaged in research-based writing will likely work through the first eight chapters selectively, but then dwell on chapters nine and ten on argument formation and writing. Such courses may also benefit from the excellent chapter thirteen on Joseph Bizup's BEAM method of deploying research sources in scholarly communication. Chapters eleven and twelve on copyright and fair use, respectively, are likely to be used only by advanced undergraduates, faculty, and professional librarians, but they do serve as a handy reference nonetheless.

All of the chapters of this textbook contain authoritative and accurate information, in line with national information literacy standards and sound pedagogical methods for composition and critical thinking. The only section of the text I took issue with was the "Fact or Opinion" part of the second chapter, where the authors try to distinguish between fact, opinion, subjective information, and objective information. The authors' attempt results in claims like "the death penalty is wrong" being rendered as opinions, while claims like "women should stock up on calcium to ensure strong bones" are judged to be subjective information. Facts and objective information are superior, on this way of thinking, because they are the result of research studies, particularly empirical, quantitative ones.

I suspect that this way of drawing the distinction would do little to challenge the naive relativism most undergraduates bring to the classroom. (How many of us, when analyzing a text with beginning undergraduates, have had to entertain the question "Isn't that just the author's opinion though?") A better approach would be to talk about claims that are empirically justified (facts), claims that are justified, but not empirically (value judgments - "x is wrong", prescriptive claims - "women should do x"), and claims that are not adequately justified by any means (opinions). In this way, answering a research question like "Is the death penalty unjust?" is not merely an exercise in subjective opinion-making, but rather an exploration of reasoned argumentation, only some of which may be empirical or based on research studies.

The text is current and will likely be so for some time. Examples, activities, and tips are marked off from the main chapter prose, so will be easy to refresh when necessary.

There is no lack of technical terms in the world of information studies, but this textbook does a fine job of providing definitions where appropriate in each chapter. Concepts and methods are explained in context, and illustrative, easy-to-follow examples adorn each chapter.

The only area of the text that falls a little short on clarity is the interactive activities. These are usually multiple choice or matching questions, but some of the word choice in questions left this reader confused, and in some cases the instructions could have been more explicit.

Being authored by committee, we might expect this textbook to suffer in the consistency category. Yet it does not, thanks again to the fine editing job by Cheryl Lowry. Perhaps the book's provenance as a series of online tutorials put together by librarians and faculty at OSU is partly responsible for this.

As the authors suggest on the first page, the research process isn't always linear. So reading a text modeled on the research process oughtn't to be a straightforward chapter-by-chapter march either. Consequently, faculty and students can comfortably read this text selectively and skip chapters as needed. For the most holistic understanding of the research process, however, it would be sensible to work through at least chapters one through eight in their entirety.

I appreciate how the text's organization mirrors the research process itself. The first chapter takes on research questions, exactly where student researchers need to begin their projects. Subsequent chapters explore types of information sources, how to find and evaluate them, and finally how to deploy them in a well-argued scholarly product. The writing in each chapter is clear and crisp, with important concepts amplified by colorful visualizations.

As mentioned above, the chapters on copyright and fair use which occur near the end of the book feel like a logical interruption to the book's flow, and they might well fit more comfortably as appendices for occasional reference by advanced undergraduates, faculty, and librarians.

The "look and feel" of this textbook is clean and very intuitive to navigate through. The design strikes a pleasing balance between prose, graphics, and special formatting features like the explanatory, grey-background "TIPS" found in each chapter. Subheadings, bulleted and ordered lists, and judicious font choices make the text easy to read in all its online file formats.

One weakness of the interface is that several of the linked activities point to OSU Libraries' resources, thus requiring OSU authentication to be accessed. While it is understandable that the authors wanted to include their libraries' proprietary information sources in the activities - these are the sources their students and faculty will be using in actual practice, after all - this obviously makes this text less of an "open" textbook. Those outside of the OSU community who would like to adopt this textbook will therefore have to come up with their own replacement activities in such cases, or do without.

A few of the links in the text did lead me to a curious OSU server error message: "Error: Unknown export format", but I expect these links will be repaired as they are reported to the authors.

This textbook has clearly been edited with careful eyes by Cheryl Lowry, as grammatical errors are few to none. The grammatical hygiene of the text can probably also be attributed to its collective authorship - over a dozen librarians and faculty of the Ohio State University Libraries developed the content, which was born out of a series of online tutorials.

This textbook is culturally relevant in its use of examples and depictions of college students.

This text is a substantial contribution to the open textbook movement, and its quality easily meets or exceeds anything comparable in the commercial publishing arena. Highly recommended.

Reviewed by Kelly McKenna, Assistant Professor, Colorado State University on 12/5/16

The book provides a thorough introduction and how to regarding sources in academic writing. With the exception of the first chapter on writing research questions, the rest of the book is focused on sources, which is relevant for any type of academic writing not just research papers. The information is relevant across disciplines and readable to a wide audience. It is clearly written for and geared towards undergraduate students, particularly from Ohio State University. The index is detailed making it easy to locate specific information and includes hyperlinks for clear navigation. A slightly altered index format would make the chapter topics more readily available and accessed. All subjects and chapters are aligned rather than clearly indicating each of the chapters found within the text.

Content throughout the book is accurate and clearly written. There does not appear to bias in reading the material. The book includes numerous resources linked throughout the text, however some are no longer active resulting in error messages.

Due to the significant number of links throughout the book, it is likely updates will be necessary on a consistent basis. These links are extremely beneficial, so ensuring they are accurate and up to date is essential to the content of this book. Much of the book reads as a "how to" regarding sources, so although practices for scholarly writing will likely not become obsolete the sources and technology used to locate the sources will evolve.

The informal tone of the text is engaging and applicable for the intended audience. The writers are aware of their audience, avoiding technical jargon. Also, throughout the book they provide numerous examples, resources, activities, and tips to provide insight and relevancy to students.

The structure of the book is clear and well organized with each chapter providing scaffolding for the next. Although the text is internally consistent regarding terminology there are formatting differences between and within some chapters. Blue boxes throughout the text contain tips, examples, answers, etc. Organization, readability, and consistency could be improved if these were constant throughout the text similar to the presentation of activities in the text.

Sections of the book could be easily assigned and read in isolation. Subsections of material are clearly marked and chapters are presented in organized fashion with clear delineation between segments. The inclusion of numerous activities, examples, resources, and tips improve modularity.

The book is created as a tool for students completing academic writing and follows this course. Topics contained in the book are presented in a clear and logical structure. As mentioned above, with exception of the first chapter, the material is relevant to all undergraduate academic writing, not just research.

The layout and display work well as a PDF or electronic book. Numerous visuals are included throughout and are free of distortion or other distracting or confusing issues. As mentioned above, the index could be improved by clearly articulating the subheadings as within a chapter.

The book contains minimal to no grammatical errors.

The book is not culturally insensitive or offensive in any way.

Some sections of the book are specific to Ohio State University potentially limiting its relevancy and audience in specific chapters or sections.

1. Research Questions
2. Types of Sources
3. Sources and Information Needs
4. Precision Searching
5. Search Tools
6. Evaluating Sources
7. Ethical Use of Sources
8. How to Cite Sources
9. Making an Argument
10. Writing Tips
11. Copyright Basics
12. Fair Use
13. Roles of Research Sources

Ancillary Material

About the book.

Choosing & Using Sources presents a process for academic research and writing, from formulating your research question to selecting good information and using it effectively in your research assignments. Additional chapters cover understanding types of sources, searching for information, and avoiding plagiarism. Each chapter includes self-quizzes and activities to reinforce core concepts and help you apply them. There are also appendices for quick reference on search tools, copyright basics, and fair use.

What experts are saying about Choosing & Using Sources: A Guide to Academic Research :

“…a really fantastic contribution that offers a much needed broadened perspective on the process of research, and is packed to the brim with all kinds of resources and advice on how to effectively use them. The chapter on plagiarism is really excellent, and the chapter on searching for sources is utterly brilliant.”

– Chris Manion, PhD Coordinator of Writing Across the Curriculum at Ohio State University

“… an excellent resource for students, with engaging content, graphics, and examples—very compelling. The coverage of copyright is outstanding.”

– J. Craig Gibson Co-chair of ACRL's Task Force on Information Literacy Competency Standards for Higher Education

About the Contributors

Cheryl Lowry , training and education specialist, Ohio State University Libraries.

Contribute to this Page

Purdue Online Writing Lab Purdue OWL® College of Liberal Arts

Research: Where to Begin

Welcome to the Purdue OWL

This page is brought to you by the OWL at Purdue University. When printing this page, you must include the entire legal notice.

Copyright ©1995-2018 by The Writing Lab & The OWL at Purdue and Purdue University. All rights reserved. This material may not be published, reproduced, broadcast, rewritten, or redistributed without permission. Use of this site constitutes acceptance of our terms and conditions of fair use.

We live in an age overflowing with sources of information. With so many information sources at our fingertips, knowing where to start, sorting through it all and finding what we want can be overwhelming! This handout provides answers to the following research-related questions: Where do I begin? Where should I look for information? What types of sources are available?

Research isn't something that only scientists and professors do. Any time you use sources to investigate claims or reach new conclusions, you are performing research. Research happens in virtually all fields, so it’s vitally important to know how to conduct research and navigate through source material regardless of your professional or academic role.

Choosing and Narrowing Your Research Topic

Before beginning the process of looking for sources, it’s important to choose a research topic that is specific enough to explore in-depth. If your focus is too broad, it will be difficult to find sources that back up what you’re trying to say.

If your instructor gives you the flexibility to choose your own research topic, you might begin by brainstorming a list of topics that interest you ( click here to visit an OWL page that can help you get started brainstorming or prewriting ). Once you find something that grabs your attention, the next step is to narrow your topic to a manageable scope. Some ways to narrow your focus are by sub-topic, demographic, or time period.

For example, suppose that you want to research cancer treatments. Cancer treatment is a fairly broad topic, so you would be wise to at least consider narrowing your scope. For example, you could focus on a sub-topic of cancer treatment, such as chemotherapy or radiation therapy. However, these are still broad topics, so you might also narrow your topic to a narrower sub-topic or even examine how these topics relate to a specific demographic or time period. In the end, you might decide to research how radiation therapy for women over fifty has changed in the past twenty years. In sum, having a specific idea of what you want to research helps you find a topic that feels more manageable.

Writing Your Research Question

Writing your research topic as a question helps you focus your topic in a clear and concise way. It ensure that your topic is arguable. While not all research papers have to offer an explicit argument, many do.

For the above example, you might phrase your research question like this: "How has radiation therapy changed in the past twenty years for women over fifty?" Of course, phrasing this topic as a question assumes that the research has, in fact, changed. Reading your sources (or, to begin with, at least summaries and abstracts of those sources) will help you formulate a research question that makes sense.

Knowing What Types of Sources You Need

Depending on the type of research you’re doing, you may need to use different types of sources. Research is usually divided into scholarly and popular, and primary and secondary. For more information on specific details about these types of sources, visit our "Where to Begin" page in our "Evaluating Sources" subsection. This subsection contains additional pages that explore various kinds of sources (like, e.g., internet sources) in more detail.

Asking Productive Questions

Before you begin your research, you should ask yourself questions that help narrow your search parameters.

What kind of information are you looking for?

Different types of research will require different sources. It’s important to know what kinds of sources your research demands. Ask whether you need facts or opinions, news reports, research studies, statistics and data, personal reflections, archival research, etc. Restricting yourself to only the most relevant kinds of sources will make the research process seem less daunting.

Where do you need to look for your research?

Your research topic will also dictate where you find your sources. This extends beyond simply whether you use the internet or a print source. For example, if you are searching for information on a current event, a well-regarded newspaper like the New York Times or Wall Street Journal could be a useful source. If you are searching for statistics on some aspect of the U.S. population, then you might want to start with government documents, such as census reports. While much high-level academic research relies mainly on the sorts of academic journal articles and scholarly books that can be found in university libraries, depending the nature of your research project, you may need to look elsewhere.

How much information do you need?

Different research projects require different numbers of sources. For example, if you need to address both sides of a controversial issue, you may need to find more sources than if you were pursuing a non-controversial topic. Be sure to speak with your instructor if you are unclear on how many sources you will be expected to use.

How timely does your research need to be?

Depending on your research topic, the timeliness of your source may or may not matter. For example, if you are looking into recent changes in a specific scientific field, you would want the most up-to-date research. However, if you were researching the War of 1812, you might benefit from finding primary sources written during that time period.

How to Conduct Effective Research: Tips and Tricks for Beginners

11 July 2023

Introduction

Research serves as the foundation for advances in every conceivable subject and is the cornerstone of progress. Starting a research journey can be intimidating for novices. But if you have the correct tools and approaches, it may be a worthwhile endeavor. This blog article seeks to instruct new researchers on how to conduct fruitful research by offering helpful advice and strategies to help them become productive researchers.

1. Define Your Research Question

Determining your research question is the first stage in conducting successful research. A well-crafted question gives you direction and helps you focus your efforts on a certain objective. Ask a question that is as specific as you can. A better inquiry may be, “How is climate change affecting crop production in California?” rather than, “What are the effects of climate change?”

2. Develop a Research Plan

A roadmap is essential for effective research. Describe your strategy while considering the type of information you require, potential sources, and a rough time frame. You can effectively manage your time by taking this step, which will also give your research structure and keep you on track.

3. Understand the Types of Research

There are two basic categories of research: primary and secondary. Primary research is when you collect your own first-hand information, such as through surveys or experiments. Using information gathered by another person, such as data from books, papers, or scholarly articles, is known as secondary research. Knowing the difference can help you choose the approach that best fits your research issue and available resources.

4. Use a Variety of Sources

Your research’s scope and depth are constrained if you rely solely on one type of source. Utilize a variety of credible websites, books, scholarly articles, podcasts, and even multimedia sources like documentaries. Remember that the trustworthiness of your study is influenced by the caliber of your sources.

5. Learn How to Use Databases Effectively

Your time will be much reduced if you learn how to use databases. Scholarly articles can be found in abundance in databases like JSTOR, PubMed, and Google Scholar, among others. Recall that various databases have various advantages; thus, investigate a few to determine which ones best meet your requirements.

6. Master Effective Search Techniques

The research process can be significantly sped up by using excellent search techniques. Learn how to broaden or narrow your search using Boolean operators (AND, OR, NOT), phrase searching using quotation marks, and truncation symbols. You can quickly uncover additional pertinent sources using these methods.

7. Evaluate Your Sources

Information is not all created equal. Always assess the trustworthiness and veracity of your sources. Verify the author’s credentials, the publishing date, and the veracity of the information. Websites with the.edu,.gov, or.org extensions are usually more trustworthy than those with the.com extension.

8. Keep Track of Your Sources

To properly reference your sources and prevent plagiarism, keeping track of them is crucial. Making a system (such as a spreadsheet) where you enter all the relevant citation data as you go is an excellent practice. Also very beneficial are reference management programs like EndNote, Mendeley, or Zotero..

9. Take Effective Notes

Making thorough notes can help you remember knowledge and draw connections across sources. To improve understanding, try to summarise the main ideas in your own words. To show the data and connections, you can also utilize charts, mind maps, or colors.

10. Analyze and Synthesize Your Findings

Making meaning of the information you have gathered involves analysis and synthesis. You must comprehend the situation, evaluate many points of view, spot trends, and reach conclusions. The development of your arguments or the development of your hypotheses depends on this step.

11. Don’t Be Afraid to Ask for Help

Finally, if you are stuck, don’t be afraid to seek for assistance. Teachers, classmates with more expertise, and librarians can all offer helpful advice. Keep in mind that even experienced researchers occasionally require help.

One size does not fit all when it comes to research. Different projects call for various approaches and plans. However, you can become a successful researcher by defining your question, creating a plan, utilizing a variety of sources, learning efficient search strategies, evaluating your sources, keeping track of references, taking good notes, analyzing and synthesizing data, and asking for assistance when necessary. The most crucial advice is to always be curious and to keep learning. Enjoy your research!

It’s important to keep in mind that understanding how to perform excellent research is a journey that requires constant practice, learning, and development. Research can be a fulfilling and enlightening experience as you gain experience and get more familiar with the procedure. Wishing you well as you pursue your research!

Share This Post:

Leave feedback about this cancel reply.

Quality 5 4 3 2 1
Price 5 4 3 2 1
Service 5 4 3 2 1

15 Steps to Good Research

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

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

How to Plan and Conduct a Research Project: 12 Simple Steps

Let’s have a brief and clear discussion on what we should do for achieving success in our research project.

Well! For planning and conduction we have to go through following steps.

1. Topic selection

Many of us have a clear research topic of mind but some are also there who come up with various ideas. When we are in pressure, we often get panicked and anxious, therefore we should select topic well before time by following ways.

2. Discussing with others: We should discuss with others (e.g., friends, lab mates, seniors, teachers and colleagues) about what they are mostly considering, what is sparking interest in us and whatever question arises we should freely discuss with others as their suggestions and comments will help us in refining our focus.

3. Having a look on other writings or previous people research topics: Books and journals are major sources of ideas. We can spend some time in library and get some idea on title of other research paper of recent years, or we can go through previous people research projects. Similar studies have also been published in journals. Those articles we have to collect and plan how to make a difference.

Now-a-days many things are available online from internet. Websites like Google , PubMed , Scopus , Science Direct and others are some of the best learning sources and provides latest information of research. We can search many related topics and finalize a plan.

4. Considering our own interest: Final and the vital point is considering our own interest like is giving us more interest. We can focus on that to find out whether that is covered in the syllabus. We should remain extra critical while choosing a topic so that we can find out which thing needs some extra studies. While choosing a topic certain points we should keep in mind like a research study can duplicate of already existing study in a completely different manner, extension of existing study, exploring the unexplored part, reviewing the knowledge in s particular field, application of theoretical idea to a real world problem.

5. Developing a research question

Once topic selection is done and it is accepted by department, we should start focusing on refining the topic and finding something like

Issue for investigating
What we want to prove, disapprove or discover
Research limitations

6. Effectual planning of the research

Well! Research proposal is the detailed explanation of the whole project that we are going to conduct. It is like a formal need. It should include your thinking about the research problem, all discussions with your guide and all initial findings on the topic.

This step will include strategies to manage the time and how effectively we carry out all tasks. A plan should be made in such a way that it should allocate required time for each and every task. For this we have to see how much total time we have and accordingly we will divide time for each task. It is vital to remain as much realistic as we can about the timing each task will take. The more focused we will remain at the planning stage the more hours we can save while carrying out task. Better to note down about all the resources we need in each stage like how much time we should spend in library , working hours, equipment lists, space required etc.

It is one of the common problems while conducting research and we should remain well prepared for it. For several reasons people procrastinate like for improper management of time, dauted by scale of the work, motivation loss, perfectionism, negative thoughts and many more. When we recognize these problems early, it will help us in minimizing it to larger extent. To avoid we should be realistic about when we should start, devote more time for planning and revising the research plan, allocation of proper time, highly focused etc.

Early identification of the signs of procrastination will give you the best chance of minimizing any negative effects. Once you suspect that you are procrastinating, it can be helpful to review what you are expecting of yourself, and check that those expectations are realistic. This is where planning is vital. After a research plan is made it is a better idea to show it to some other people of our team or our teachers/guides, who can help us in finding out some missing tasks, or some mistakes.

Conducting Research

After the planning stage is over now comes the time to conduct the research. Here also we should remain highly organized and methodical to achieve success. Let’s have a discussion on each step.

6 thoughts on “How to Plan and Conduct a Research Project: 12 Simple Steps”

We are a group of volunteers and starting a new scheme in our community. Your website offered us with valuable info to work on. You have done an impressive job and our whole community will be thankful to you.|

Very impressive

I find the explanation given very informative.

informative

excellent work

your planning is very helpful for me. please this written planning doc file send me.

2 2. Starting your research project

Chapter outline.

Choosing a research topic (10 minute read time)
Your research proposal (14 minute read time)
Practical and ethical considerations (14 minute read time)
Raw data (10 minute read time)
Critical considerations (5 minute read time)

Content warning: Examples in this chapter discuss substance use disorders, mental health disorders and therapies, obesity, poverty, gun violence, gang violence, school discipline, racism and hate groups, domestic violence, trauma and triggers, incarceration, child neglect and abuse, bullying, self-harm and suicide, racial discrimination in housing, burnout in helping professions, and sex trafficking of indigenous women.

2.1 Choosing a research topic

Learning Objectives

Learners will be able to…

Brainstorm topics you may want to investigate as part of a research project
Explore your feelings and existing knowledge about the topic
Develop a working question

Research methods is a unique class in that you get to decide what you want to learn about. Perhaps you came to your MSW program with a specific issue you were passionate about. In my MSW program, I wanted to learn about the best interventions to use with people who have substance use disorders. This was in line with my future career plans, which included working in a clinical setting with clients with co-occurring mental health and substance use issues. I suggest you start by thinking about your future practice goals and create a research project that addresses a topic that represents an area of social work you are passionate about.

For those of you without a specific direction, don’t worry. Many people enter their MSW program without an exact topic in mind they want to study. Throughout the program, you will be exposed to different populations, theories, practice interventions, and policies that will spark your interest. Think back to papers you enjoyed researching and writing in other classes. You may want to continue studying the same topic. Research methods will enable you to gain a deeper, more nuanced understanding of a topic or issue. If you haven’t found an interesting topic yet, here are some other suggestions for seeking inspiration for a research project:

If you already have practice experience in social work through employment, an internship, or volunteer work, think about practice issues you noticed in the placement. Do you have any idea of how to better address client needs? Do you need to learn more about existing interventions or the programs that fund your agency? Use this class as an opportunity to engage with your previous field experience in greater detail. Begin with “what” and “why” questions and then expand on those. For example, what are the most effective methods of treating severe depression among a specific population? Or why are people receiving food assistance more likely to be obese?
You could also a sk a professor at your school about possible topics. Read departmental information on faculty research interests, which may surprise you. Most departmental websites post the curriculum vitae (CV) of faculty, which lists their publications, credentials, and interests. For those of you interested in doctoral study, this process is particularly important. Students often pick schools based on professors they want to learn from or research programs they want to join.

Once you have a potential idea, start reading! A simple Google search should bring you some basic information about your topic. News articles can reveal new or controversial information. You may also want to identify and browse journals related to your research interests. Faculty and librarians can help you identify relevant journals in your field and specific areas of interest. We’ll also review more detailed strategies for searching the literature in Chapter 3. As you read, look for what’s missing. These may be “gaps in the literature” that you might explore in your own study.

It’s a good idea to keep it simple when you’re starting your project. Choose a topic that can be easily defined and explored. Your study cannot focus on everything that is important about your topic. A study on gun violence might address only one system, for example schools, while only briefly mentioning other systems that impact gun violence. That doesn’t mean it’s a bad study! The sooner you can arrive at something specific and clear that you want to study, the better off your project will be.

Writing a working question

There are lots of great research topics. Perhaps your topic is a client population—for example, youth who identify as LGBTQ+ or visitors to a local health clinic. In other cases, your topic may be a social problem, such as gang violence, or a social policy or program, such as zero-tolerance policies in schools. Alternately, maybe there are interventions such as dialectical behavioral therapy or applied behavior analysis that interest you.

Whatever your topic idea, begin to think about it in terms of a question. What do you really want to know about the topic? As a warm-up exercise, try dropping a possible topic idea into one of the blank spaces below. The questions may help bring your subject into sharper focus and bring you closer towards developing your topic.

What does ___ mean?
What are the causes of ___?
What are the consequences of ___?
What are the component parts of ___?
How does ___ impact ___?
What is it like to experience ___?
What is the relationship between _____ and the outcome of ____?
What case can be made for or against ___?
What are the risk/protective factors for ___?
How do people think about ___?

Take a minute right now and write down a question you want to answer. Even if it doesn’t seem perfect, it is important to start somewhere. Make sure your research topic is relevant to social work. You’d be surprised how much of the world that encompasses. It’s not just research on mental health treatment or child welfare services. Social workers can study things like the pollution of irrigation systems and entrepreneurship in women, among other topics. The only requirement is your research must inform action to fight social problems faced by target populations.

Because research is an iterative process , one that you will revise over and over, your question will continue to evolve. As you progress through this textbook, you’ll learn how to refine your question and include the necessary components for proper qualitative and quantitative research questions. Your question will also likely change as you engage with the literature on your topic. You will learn new and important concepts that may shift your focus or clarify your original ideas. Trust that a strong question will emerge from this process. A good researcher must be comfortable with altering their question as a result of scientific inquiry.

Very often, our students will email me in the first few weeks of class and ask if they have a good research topic. We love student emails! But just to reassure you if you’re about to send a panicked email to your professor, as long as you are interested in dedicating a semester or two learning about your topic, it will make a good research topic. That’s why we would advise you to focus on how much you like this topic, so that three months from now you are still motivated to complete your project.

How do you feel about your topic?

Now that you have an idea of what you might want to study, it’s time to consider what you think and feel about that topic. Your motivation for choosing a topic does not have to be objective. Because social work is a value-based profession, scholars often find themselves motivated to conduct research that furthers social justice or fights oppression. Just because you think a policy is wrong or a group is being marginalized, for example, does not mean that your research will be biased. It means you must understand what you feel, why you feel that way, and what would cause you to feel differently about your topic.

Start by asking yourself how you feel about your topic. Sometimes the best topics to research are those about which you feel strongly. What better way to stay engaged with your research project than to study something you are passionate about? However, you must be able to accept that people may have a different perspective, and you must represent their viewpoints fairly in the research report you produce. If you feel prepared to accept all findings, even those that may be unflattering or distinct from your personal perspective, then perhaps you should begin your research project by intentionally studying a topic about which you have strong feelings.

Kathleen Blee (2002) [1] has taken this route in her research. Blee studies groups whose racist ideologies may be different than her own. You can listen to her lecture Women in Organized Racism that details some of her findings. Her scientific research is so impactful because she was willing to report her findings and observations honestly, even those contrary to her beliefs and feelings. If you believe that you may have personal difficulty sharing findings with which you disagree, then you may want to study a different topic. Knowing your own hot-button issues is an important part of self-knowledge and reflection in social work, and there is nothing wrong with avoiding topics that are likely to cause you unnecessary stress.

Social workers often use personal experience as a starting point to identify topics of interest. As we’ve discussed here, personal experience can be a powerful motivator to learn more about a topic. However, social work researchers should be mindful of their own mental health during the research process. A social worker who has experienced a mental health crisis or traumatic event should approach researching related topics cautiously. There is no need to trigger yourself or jeopardize your mental health for a research project. For example, a student who has just experienced domestic violence may want to know about Eye Movement Desensitization and Reprocessing (EMDR) therapy. While the student might gain some knowledge about potential treatments for domestic violence, they will likely have to read through many stories and reports about domestic violence as part of the research process. Unless the student’s trauma has been processed in therapy, conducting a research project on this topic may negatively impact the student’s mental health.

What do you think about your topic?

Once you figure out what you feel about your topic, consider what you think about it. There are many ways we know what we know. Perhaps your mother told you something is so. Perhaps it came to you in a dream. Perhaps you took a class last semester and learned something about your topic there. Or you may have read something about your topic in your local newspaper. We discussed the strengths and weaknesses associated with some of these different sources of knowledge in Chapter 1, and we’ll talk about other scientific sources of knowledge in Chapter 3 and 4. For now, take some time to think of everything you know about your topic. Thinking about what you already know will help you identify any biases you may have, and it will help as you begin to frame a question about your topic.

You might consider creating a concept map, just to get your thoughts and ideas on paper and beginning to organize them. Consider this video from the University of Guelph Library (CC-BY-NC-SA 4.0).

Key Takeaways

You should pick a topic for your research proposal that you are interested in, since you will be working with it for several months.
Investigate your own feelings and thoughts about a topic, and make sure you can be objective and fair in your investigation.
Research projects are guided by a working question that develops and changes as you learn more about your topic.

Just as a reminder, exercises are designed to help you create your individual research proposal. We designed these activities to break down your proposal into small but manageable chunks. We suggest completing each exercise so you can apply what you are learning to your individual research project, as the exercises in each section and each chapter build on one another.

If you haven’t done so already, you can download this chapter’s exercises or the entire workbook in Google Drive. You might also create a document in a word processor on your computer or in a written notebook with your answers to each exercise.

Brainstorm at least 4-5 topics of interest to you and pick the one you think is the most promising for a research project.

For your chosen topic, outline what you currently know about the topic and your feelings towards the topic. Make sure you are able to be objective and fair in your research.
Formulate at least one working question to guide your inquiry. It is common for topics to change and develop over the first few weeks of a project, but think of your working question as a place to start.

2.2 Your research proposal

Describe the stages of a research project
Define your target population and describe how your study will impact that population
Identify the aim of your study
Classify your project as descriptive, exploratory, explanatory, or evaluative

Most research methods courses are designed to help students propose a research project. But what is a research project? Figure 2.1 indicates the steps of the research project. Right now, we are in the top right corner, using your informal observations from your practice experience and lived experience to form a working draft of your research question. In the next two chapters, you’ll learn how to find and evaluate scholarly literature on your topic. After thoroughly evaluating the literature, you’ll conceptualize an empirical study based on a research question you create. In many courses, students will have to carry out these designs, and in so doing, their conclusions make a contribution to the research literature in their topic area.

A circular pattern starting at research literature and research question (which loops) and then moving to empirical study, data analysis, and conclusions

The subtitle of this book is “a project-based approach” because the authors’ courses use this approach. In an introductory research methods course, students often have to create a research proposal followed by a more advanced research class in which they conduct quantitative and qualitative data analysis. The research proposal , is a document produced by researchers that reviews the literature relevant to their topic and describes the methods they will use to conduct their study. Part 1 of this textbook is designed to help you with your literature review. Parts 2-4 are designed to help you figure out which methods you will use in your study.

Parts 3 and 4 should also help you conduct the study you propose to do, analyze your data (though you will probably need additional resources for that), and share it as part of the body of social science literature on your topic. Check with your professor on whether you are required to carry out the project you propose to do in your research proposal. Some of you may be off the hook! But for many of you, this book is designed to help you find a reasonable and practical project for you to complete, moving through all of the steps in Figure 2.1.

A research proposal is focused on a question. Right now, this is your working question from Section 2.1. If you haven’t created one yet, this is a good time to pause and complete the exercises from section 2.1. [2] It is likely you will revise your working question many times as you read more literature about your topic. Consider yourself in the cycle between (re)creating your research question and reviewing the research literature for Part 1 of the textbook.

Student research proposals

Student research projects are a big undertaking, but they are well within your capability as a graduate student. Let’s start with the research proposal. Think about the research proposal as a communication device. You are telling the reader (your professor, usually) everything they need to know in order to understand your topic and the study you plan to do. You are also demonstrating to the reader that you are competent and informed enough to conduct the study.

You can think of a research proposal like creating a recipe. If you are a chef trying to cook a new dish from scratch, you would probably start by looking at other recipes. You might cook a few of them and come up with ideas about how to create your own version of the dish. Writing your recipe is a process of trial and error, and you will likely revise your proposal many times over the course of the semester. This textbook and workbook are designed to get you working on your project little by little, so that by the time you turn in your final research proposal, you’ll be confident it represents the best way to answer your question. Of course, like with any time I cook, you never quite know how it will turn out.

Is writing a research proposal a useful skill for a social worker? On one hand, you probably won’t be writing research proposals for a living. But the same structure of a research proposal (literature review + methods) is used in grant applications. Writing proposals is often a part of practice, particularly in agency-based and policy practice. Instead of finding a gap in the literature to study, practitioners write grant proposals describing a program they will use to address an issue in their community, as well as the research methods they will use to evaluate whether it worked (see Chapter 23 for more details). Similarly, a policy advocate or public administrator might sketch out a proposed program and its evaluation as part of a proposal. Proposal writing may differ somewhat in practice, but the general idea is the same.

Focusing your project

Based on your work in Section 2.1, you should have a working question—a place to start. Think about what you hope to accomplish with your study. This is the aim of your research project. Often, social work researchers begin with a target population in mind. As you will recall from section 1.4, social work research is research for action . Social workers engage in research to help people. Think about your working question. Why do you want to answer it? What impact would answering your question have?

In my MSW program, I began my research by looking at ways to intervene with people who have substance use disorders. My foundation year placement was in an inpatient drug treatment facility that used 12-step facilitation as its primary treatment modality. I observed that this approach differed significantly from others I had been exposed to, especially the idea of powerlessness over drugs and drug use. My working question started as “what are the alternatives to 12-step treatment for people with substance use issues and are they more effective?” The aim of my project was to determine whether different treatment approaches might be more effective, and I suspected that self-determination and powerlessness were important.

It’s important to note that my working question contained a target population —people with substance use disorders. A target population is the group of people that will benefit the most. I envisioned I would help the field of social work to think through how to better meet clients where they were at, specific to the problem of substance use. I was studying to be a clinical social worker, so naturally, I formulated a micro-level question. Yet, the question also has implications for meso- and macro-level practice. If other treatment methods are more effective than 12-step facilitation, then we should direct more public money towards providing more effective therapies for people who use substances. We may also need to train the substance use professionals to use new treatment methodologies.

Is it more oriented towards micro, meso, or macro-level practice?
What implications would answering your question have at each level of the ecosystem?

Asking yourself whether your project is more micro, meso, or macro is a good check to see if your project is well-focused. A project that seems like it could be all of those might have too many components or try to study too much. Consider identifying one ecosystemic level your project will focus on, and you can interpret and contextualize your findings at the other levels of analysis.

Exploration, description, and explanation

Social science is a big place. Looking at the various empirical studies in the literature, there is a lot of diversity—from focus groups with clients and families to multivariate statistical analysis of large population surveys conducted online. Ultimately, all of social science can be described as one of three basic types of research studies. As you develop your research question, consider which of the following types of research studies fits best with what you want to learn about your topic. In subsequent chapters, we will use these broad frameworks to help craft your study’s final research question and choose quantitative and qualitative research methods to answer it.

Exploratory research

Researchers conducting exploratory research are typically at the early stages of examining their topics. Exploratory research projects are carried out to test the feasibility of conducting a more extensive study and to figure out the “lay of the land” with respect to the particular topic. Usually, very little prior research has been conducted on this topic. For this reason, a researcher may wish to do some exploratory work to learn what method to use in collecting data, how best to approach research subjects, or even what sorts of questions are reasonable to ask.

Often, student projects begin as exploratory research. Because students don’t know as much about the topic area yet, their working questions can be general and vague. That’s a great place to start! An exploratory question is great for delving into the literature and learning more about your topic. For example, the question “what are common social work interventions for parents who neglect their children?” is a good place to start when looking at articles and textbooks to understand what interventions are commonly used with this population. However, it is important for a student research project to progress beyond exploration unless the topic truly has very little existing research.

In my classes, I often read papers where students say there is not a lot of literature on a topic, but a quick search of library databases shows a deep body of literature on the topic. The skills you develop in Chapter 3 and 4 should assist you with finding relevant research, and working with a librarian can definitely help with finding information for your research project. That said, there are a few students each year who pick a topic for which there is in fact little existing research. Perhaps, if you were looking at child neglect interventions for parents who identify as transgender or parents who are refugees from the Syrian civil war, less would be known about child neglect for those specific populations. In that case, an exploratory design would make sense as there is little, if any, literature about your specific topic.

Descriptive research

Another purpose of a research project is to describe or define a particular phenomenon. This is called descriptive research . For example, researchers at the Princeton Review conduct descriptive research each year when they set out to provide students and their parents with information about colleges and universities around the United States. They describe the social life at a school, the cost of admission, and student-to-faculty ratios (to name just a few of the categories reported). If our topic were child neglect, we might seek to know the number of people arrested for child neglect in our community and whether they are more likely to have other problems, such as poverty, mental health issues, or substance use.

Social workers often rely on descriptive research to tell them about their service area. Keeping track of the number of parents receiving child neglect interventions, their demographic makeup (e.g., race, sex, age), and length of time in care are excellent examples of descriptive research. On a more macro-level, the Centers for Disease Control provides a remarkable amount of descriptive research on mental and physical health conditions. In fact, descriptive research has many useful applications, and you probably rely on such findings without realizing you are reading descriptive research.

Explanatory research

Lastly, social work researchers often aim to explain why particular phenomena operate in the way that they do. Research that answers “why” questions is referred to as explanatory research . Asking “why” means the researcher is trying to identify cause-and-effect relationships in their topic. For example, explanatory research may try to identify risk and protective factors for parents who neglect their children. Explanatory research may attempt to understand how religious affiliation impacts views on immigration, for example. All explanatory research tries to study cause-and-effect relationships between two or more variables. A specific offshoot of explanatory research that comes up often is evaluation research , which investigates the impact of an intervention, program, or policy on a group of people. Evaluation research is commonly practiced in agency-based social work settings, and Chapter 23 discusses some of the basics for conducting a program evaluation.

There are numerous examples of explanatory social scientific investigations. For example, Dominique Simons and Sandy Wurtele (2010) [3] sought to understand whether receiving corporal punishment from parents led children to turn to violence in solving their interpersonal conflicts with other children. In their study of 102 families with children between the ages of 3 and 7, the authors found that experiencing frequent spanking did in fact result in children being more likely to accept aggressive problem-solving techniques. Another example of explanatory research can be seen in Robert Faris and Diane Felmlee’s (2011) [4] research study on the connections between popularity and bullying. From their study of 8th, 9th, and 10th graders in nineteen North Carolina schools, they found that aggression increased as adolescents’ popularity increased. [5]

Think back to your working question from section 2.1. Which type of research—exploratory, descriptive, or explanatory—best describes your working question?
Try writing a question about your topic that fits with each type of research.

Important things are more rewarding to do

Another consideration in starting a research project is whether the question is important enough to answer. For the researcher, answering the question should be important enough to put in the effort and time required to complete a research project. As we discussed in section 2.1, you should choose a topic that is important to you—one you wouldn’t mind learning about for at least a few months, if not a few years. Time is your most precious resource as a student. Make sure you dedicate it to topics and projects you consider genuinely important.

Your research question should also be contribute to the larger expanse of research in that area. For example, if your research question is “does cognitive behavioral therapy (CBT) effectively treat depression?” you are a few decades late to be asking that question. Hundreds of scientists have published articles demonstrating its effectiveness in treating depression. However, a student interested in learning more about CBT can still find new areas to research. Perhaps there is a new population—for example, older adults in a nursing home—or a new problem—like mobile phone addiction—for which there is little research on the impact of CBT.

Your project contribute something new to social science. It should address a gap in what we know and what is written in the literature. This can seem intimidating for students whose projects involve learning a totally new topic. How could I add something new when other researchers have studied this for decades? Trust us, by thoroughly reviewing the existing literature, you can find new and unresolved research questions to answer. Google Scholar’s motto at the bottom of their search page is “stand on the shoulders of giants.” Social science research rests on the work of previous scholars, and builds off of what they discovered to learn more about the social world. Ensure that your question will bring our scientific understanding of your topic to new heights.

Finally, your research question should be of import to the social world. Social workers conduct research on behalf of individuals, groups, and communities to promote change as part of their mission to advance human rights and further social and economic justice. Your research should matter to the people you are trying to help. Your research project should aim to improve the lives of people in your target population by helping the world understand their needs more holistically.

Research projects, obviously, do not need to address all aspects of a problem. As social workers, our goal in enacting social justice isn’t to accomplish it all in one semester (or even one lifetime). Our goal is to move the world in the right direction and make small, incremental progress. I encourage all students to think about how they will make their work accessible and relevant to the broader public and use their results to promote change.

Research exists in a cycle. Your research project will follow this cycle, beginning from reading literature (where you are now), to proposing a study, to completing a research project, and finally, to publishing the results.
Social work researchers should identify a target population and understand how their project will impact them.
Research projects can be exploratory, descriptive, evaluative, or a combination therein. While you are likely still exploring your topic, you may settle on another type of research, particularly if your topic has been previously addressed extensively in the literature.
Your research project should be important to you, fill a gap or address a controversy in the scientific literature, and make a difference for your target population and broader society.
State why your working question is an important one to answer, keeping in mind that your statement should address the scientific literature, target population, and the social world.

2.3 Practical and ethical considerations

Identify potential stakeholders and gatekeepers
Differentiate between raw data and the results of scientific studies
Evaluate whether you can feasibly complete your project

Are you interested in better understanding the day-to-day experiences of maximum security prisoners? This sounds fascinating, but unless you plan to commit a crime that lands you in a maximum security prison, gaining access to that particular population would be difficult for a graduate student project. While the topics about which social work questions can be asked may seem limitless, there are limits to which aspects of topics we can study or at least to the ways we can study them. This is particularly true for student research projects.

Feasibility refers to whether you can practically conduct the study you plan to do, given the resources and ethical obligations you have. In this section, we assume that you will have to actually conduct the research project that you write about in your research proposal. It’s a good time to check with your professor about your program’s expectations for student research projects. For students who do not have to carry out their projects, feasibility is less of a concern because, well, you don’t actually have to carry out your project. Instead, you’ll propose a project that could work in theory. However, for students who have to carry out the projects in their research proposals, feasibility is incredibly important. There are important practical and ethical considerations student researchers should start thinking about from the beginning of a research project.

Access, consent, and ethical obligations

One of the most important feasibility issues is gaining access to your target population. For example, let’s say you wanted to better understand middle-school students who engaged in self-harm behaviors. That is a topic of social importance, so why might it make for a difficult student project? Let’s say you proposed to identify students from a local middle school and interview them about self-harm. Methodologically, that sounds great. But practically, that sounds challenging. Think about the ethical obligations a social worker has to practice with adolescents who are engaging in self-harm (e.g., competence, respect). In research, we are concerned mostly with the benefits and harms of what you propose to do as well as the openness and honesty you

Gatekeepers

If you were the principal at your local middle school, would you allow an MSW student to interview kids in your schools about self-harm? What if the results of the study showed that self-harm was a big problem that your school was not addressing? What if the researcher’s interviews led to an increase in self-harming behaviors among the children? The principal in this situation is a gatekeeper . Gatekeepers are the individuals or organizations who control access to the population you want to study. The school board would also likely need to give consent for the research to take place at their institution. Gatekeepers must weigh these ethical questions because they have a responsibility to protect the safety of the people at their organization, just as you have an ethical obligation to protect the people in your research study.

For student projects, it can be a challenge to get consent from gatekeepers to conduct your research project. As a result, students often conduct research projects at their place of employment or field work, as they have established trust with gatekeepers in those locations. I’m still doubtful an MSW student interning at the middle school would be able to get consent for this study, but they probably have a better chance than a researcher with no relationship to the school. In the case where the population (children who self-harm) are too vulnerable, student researchers may collect data from people who have secondary knowledge about the topic. For example, the principal may be more willing to let you talk to teachers, rather than children. I commonly see student projects that focus on studying practitioners rather than clients for this reason.

Stakeholders

In some cases, researchers and gatekeepers partner on a research project. When this happens, the gatekeepers become stakeholders . Stakeholders are individuals or groups who have an interest in the outcome of the study you conduct. As you think about your project, consider whether there are formal advisory groups or boards (like a school board) or advocacy organizations who already serve or work with your target population. Approach them as experts an ask for their review of your study to see if there are any perspectives or details you missed that would make your project stronger.

There are many advantages to partner your research with stakeholders. As an example, in order to obtain access to interview children at this middle school, you will have to consider other stakeholders’ goals. School administrators also want to help students struggling with self-harm, so they may want to use the results to form new programs. But they may also need to avoid scandal and panic if the results show high levels of self-harm. Most likely, they want to provide support to students without making the problem worse. By bringing in school administrators as stakeholders, you can better understand what the school is currently doing to address the issue and get an informed perspective on your project’s questions. Negotiating the boundaries of a stakeholder relationship requires strong meso-level practice skills.

Of course, partnering with administrators probably sounds quite a bit easier than bringing on board the next group of stakeholders—parents. It’s not ethical to ask children to participate in a study without their parents’ consent. We will review the parameters of parental and child consent in Chapter 8. Parents may be understandably skeptical of a researcher who wants to talk to their child about self-harm, and they may fear potential harms to the child and family from your study. Would you let a researcher you didn’t know interview your children about a very sensitive issue?

Social work research must often satisfy multiple stakeholders. This is especially true if a researcher receives a grant to support the project, as the funder has goals it wants to accomplish by funding the research project. Your MSW program and university are also stakeholders in your project. When you conduct research, it reflects on your school. If you discover something of great importance, your school looks good. If you harm someone, they may be liable. Your school also provides you with support through instruction and access to resources like the library and data analysis software.

Target population

So far, we’ve talked about access in terms of gatekeepers and stakeholders. Let’s assume all of those people agree that your study should proceed. But what about the people in the target population? They are the most important stakeholder of all! Think about the children in your proposed study on self-harm. How open do you think they would be to talking to you about such a sensitive issue? Would they consent to talk to you at all?

Maybe you are thinking about simply asking clients on your caseload. As we talked about before, leveraging existing relationships created through field work can help with accessing your target population. However, they introduce other ethical issues for researchers. Asking clients on your caseload or at your agency to participate in your project creates a dual relationship between you and your client. What if you learn something in the research project that you want to share with your clinical team? More importantly, would your client feel uncomfortable if they do not consent to your study? Social workers have power over clients, and any dual relationship would require strict supervision in the rare case it was allowed.

Resources and scope

Let’s assume everyone consented to your project and you have adequately addressed any ethical issues with gatekeepers, stakeholders, and your target population. That means everything is ready to go, right? Not quite yet. As a researcher, you will need to carry out the study you propose to do. Depending on how big or how small your proposed project is, you’ll need a little or a lot of resources. Generally, student projects should err on the side of small and simple. We will discuss the limitations of this advice in section 2.5.

One thing that all projects need is raw data . It’s extremely important to note that raw data is not just the information you read in journal articles and books. Every year, I get at least one student research proposal that simply proposes to read articles. It’s a very understandable mistake to make. Most graduate school assignments are simply to read about a topic and write a paper. A research project involves doing the same kind of research that the authors of journal articles do when they conduct quantitative or qualitative studies. The raw data that is often a part of student projects are the results of a survey they give to participants or transcripts of interviews and focus groups.

Some social work researchers do not collect raw data of their own, but instead use secondary data analysis to analyze raw data that has been shared by other researchers. One common source of raw data in student projects from their internship or employer. By looking at client charts or data from previous grant reports or program evaluations, you can use raw data already collected by your agency to answer your research question. Whether a researcher should use secondary data or collect their own raw data is an important choice which we will discuss in greater detail in section 2.4. Nevertheless, without raw data there can be no research project. Reading the literature about your topic is only the first step in a research project.

Time is a student’s most precious resource. MSW students are overworked and underpaid, so it is important to be upfront with yourself about the time needed to answer your question. Every hour spent on your research project is not spent doing other things. Make sure that your proposal won’t require you to spend years collecting and analyzing data. Think realistically about the timeline for this research project. If you propose to interview fifty mental health professionals in their offices in your community about your topic, make sure you can dedicate fifty hours to conduct those interviews, account for travel time, and think about how long it will take to transcribe and analyze those interviews.

What is reasonable for you to do over this semester and potentially another semester of advanced research methods?
How many hours each week can you dedicate to this project considering what you have to do for other MSW courses, your internship and job, as well as family or social responsibilities?

In many cases, focusing your working question on something simple, specific, and clear can help avoid time issues in research projects. Another thing that can delay a research project is receiving approval from the i nstitutional review board (IRB), the research ethics committee at your university. If your study exposes people who participate to potential harm, you may have to formally propose your study to the IRB and get their approval before gathering your data. A well-prepared study is likely to gain IRB approval with minimal revisions needed, but the process can take weeks to complete and must be done before data collection can begin. We will address the ethical obligations of researchers in greater detail in Chapter 8.

Most research projects cost some amount of money, but for student projects, most of that money is already paid. You paid for access to a university library that provides you with all of the journals, books, and other sources you might need. You paid for a computer for homework and may use your car to drive to go to class or collect your data. You paid for this class. You are not expected to spend any additional money on your student research project.

However, it is always worth looking to see if there are grant opportunities to support student research in your school or program. Often, these will cover small expenses like travel or incentives for people who participate in the study. Alternately, you could use university grant funds to travel to academic conferences to present on your findings and network with other students, practitioners, and researchers. Chapter 24 reviews academic conferences relevant to social work practice and education with a focus on the United States.

Knowledge, competence, and skills

Another student resource is knowledge. By engaging with the literature on your topic and learning the content in your research methods class, you will learn how to study your topic using social scientific research methods. The core social work value of competence is key here. Here’s an example from my work on one of my former university’s research ethics board. A student from the design department wanted to study suicide by talking to college students in a suicide prevention campus group. While meeting with the student researcher, someone on the board asked what she would do if one of the students in her study disclosed that they were currently suicidal. The researcher responded that she never considered that possibility, and that she envisioned a more “fun” discussion. I hope this example set off alarm bells for you, as it did for the review board.

Clearly, researchers need to know enough about their target population in order to conduct ethical research. Because students usually have little experience in the research world, their projects should pose fewer potential risks to participants. That means posing few, if any, questions about sensitive issues, such as trauma. A common way around this challenge is by collecting data from less vulnerable populations such as practitioners or administrators who have second-hand knowledge of target populations based on professional relationships.

Knowledge and the social work value of ethical competence go hand in hand. I see the issue of competence often in student projects if their question is about whether an intervention, for example dialectical behavioral therapy (DBT), is effective. A student would have to be certified in DBT in order to gather raw data by practicing it with clients and tracking their progress. That’s well outside the scope of practice competency for an MSW student and better suited to a licensed practitioner. It would be more ethical and feasible for a student researcher to analyze secondary data from a practitioner certified to use DBT or analyze raw data from another researcher’s study.

If your working question asks about which interventions are effective for a problem, don’t panic. Often questions about effectiveness are good places to start, but the project will have to shift in order be workable for a student. Perhaps the student would like to learn more about the cost of getting trained in DBT, which aspects of it practitioners find the most useful, whether insurance companies will reimburse for it, or other topics that require fewer resources to answer. In the process of investigating a smaller project like this, you will learn about the effectiveness of DBT by reading the scholarly literature but the actual research project will be smaller and more feasible to conduct as a student.

Another idea to keep in mind is the level of data collection and analysis skills you will gain during your MSW program. Most MSW programs will seek to give you the basics of quantitative and qualitative research. However, there are limits to what your courses will cover just as there are limits to what we could include in this textbook. If you feel your project may require specific education on data collection or analysis techniques, it’s important to reach out to your professor to see if it is feasible for you to gain that knowledge before conducting your study. For example, you may need to take an advanced statistics course or an independent study on community-engaged research in order to competently complete your project.

In summary, here are a few questions you should ask yourself about your project to make sure it’s feasible. While we present them early on in the research process (we’re only in Chapter 2), these are certainly questions you should ask yourself throughout the proposal writing process. We will revisit feasibility again in Chapter 7 when we work on finalizing your research question.

Do you have access to the data you need or can you collect the data you need?
Will you be able to get consent from stakeholders, gatekeepers, and your target population?
Does your project pose risk to individuals through direct harm, dual relationships, or breaches in confidentiality?
Are you competent enough to complete the study?
Do you have the resources and time needed to carry out the project?
People will have to say “yes” to your research project. Evaluate whether your project might have gatekeepers or potential stakeholders. They may control access to data or potential participants.
Researchers need raw data, which may include raw bits of information such as survey responses, interview transcripts, or client charts. Your research project must involve more than looking at the analyses conducted by other researchers, as the literature review is only the first step of a research project.
Make sure you have enough resources (time, money, and knowledge) to complete your research project during your MSW program.
Identify any gatekeepers and stakeholders.
Do you think it is likely you will get access to the people or records you need for your study?
Would the benefits of your study outweigh the risks?

2.4 Raw data

Identify potential sources of available data
Weigh the challenges and benefits of collecting your own data

In our previous section, we addressed some of the challenges researchers face in collecting and analyzing raw data. Just as a reminder, raw data are unprocessed, unanalyzed data that researchers analyze using social science research methods. It is not just the statistics or qualitative themes provided in journal articles, but the actual data from which those statistics or themes are derived (e.g., interview transcripts or survey responses).

There are two approaches to getting raw data. First, students can analyze data that are publicly available or from agency records. Using secondary data like this can make projects more feasible, but you may not find existing data that are useful for answering your working question. For that reason, many students gather their own raw data. As we discussed in the previous section, potential harms that come from addressing sensitive topics mean that surveys and interviews of practitioners or other less-vulnerable populations may be the most feasible and ethical way to approach data collection.

Using secondary data

Within the agency setting, there are two main sources of raw data. One option is to examine client charts. For example, if you wanted to know if substance use was related to parental reunification for youth in foster care, you could look at client files and compare how long it took for families with differing levels of substance use to be reunified. You will have to negotiate with the agency the degree to which your analysis can be public. Agencies may be okay with you using client files for a class project but less comfortable with you presenting your findings at a city council meeting. When analyzing data from your agency, you will have to manage a stakeholder relationship.

Another great example from my class this year was a student who used existing program evaluations at their agency as raw data in her student research project. If you are practicing at a grant funded agency, administrators and clinicians are likely producing data for grant reporting. Your agency may consent to have you look at the raw data and run your own analysis. Larger agencies may also conduct internal research—for example, surveying employees or clients about new initiatives. These, too, can be good sources of available data. Generally, if your agency has already collected the data, you can ask to use them. Again, it is important to be clear on the boundaries and expectations of your agency. And don’t be angry if they say no!

Some agencies, usually government agencies, publish their data in formal reports. You could take a look at some of the websites for county or state agencies to see if there are any publicly available data relevant to your research topic. As an example, perhaps there are annual reports from the state department of education that show how seclusion and restraint is disproportionately applied to black children with disabilities, as students found in Virginia . In my class last year, one student matched public data from our city’s map of criminal incidents with historically redlined neighborhoods. For this project, she is using publicly available data from Mapping Inequality , which digitized historical records of redlined housing communities and the Roanoke, VA crime mapping webpage . By matching historical data on housing redlining with current crime records, she is testing whether redlining still impacts crime to this day.

Not all public data are easily accessible, though. The student in the previous example was lucky that scholars had digitized the records of how Virginia cities were redlined by race. Sources of historical data are often located in physical archives, rather than digital archives. If your project uses historical data in an archive, it would require you to physically go to the archive in order to review the data. Unless you have a travel budget, you may be limited to the archival data in your local libraries and government offices. Similarly, government data may have to be requested from an agency, which can take time. If the data are particularly sensitive or if the department would have to dedicate a lot of time to your request, you may have to file a Freedom of Information Act request. This process can be time-consuming, and in some cases, it will add financial cost to your study.

Another source of secondary data is shared by researchers as part of the publication and review process. There is a growing trend in research to publicly share data so others can verify your results and attempt to replicate your study. In more recent articles, you may notice links to data provided by the researcher. Often, these have been de-identified by eliminating some information that could lead to violations of confidentiality. You can browse through the data repositories in Table 2.1 to find raw data to analyze. Make sure that you pick a data set with thorough and easy to understand documentation.

Ultimately, you will have to weigh the strengths and limitations of using secondary data on your own. Engel and Schutt (2016, p. 327) [6] propose six questions to ask before using secondary data:

What were the agency’s or researcher’s goals in collecting the data?
What data were collected, and what were they intended to measure?
When was the information collected?
What methods were used for data collection? Who was responsible for data collection, and what were their qualifications? Are they available to answer questions about the data?
How is the information organized (by date, individual, family, event, etc.)? Are identifiers used to indicate different types of data available?
What is known about the success of the data collection effort? How are missing data indicated and treated? What kind of documentation is available? How consistent are the data with data available from other sources?

In this section, we’ve talked about data as though it is always collected by scientists and professionals. But that’s definitely not the case! Think more broadly about sources of data that are already out there in the world. Perhaps you want to examine the different topics mentioned in the past 10 State of the Union addresses by the President. One of my students this past semester is examining whether the websites and public information about local health and mental health agencies use gender-inclusive language. People share their experiences through blogs, social media posts, videos, performances, among countless other sources of data. When you think broadly about data, you’ll be surprised how much you can answer with available data.

Collecting your own raw data

The primary benefit of collecting your own data is that it allows you to collect and analyze the specific data you are looking for, rather than relying on what other people have shared. You can make sure the right questions are asked to the right people. For a student project, data collection is going to look a little different than what you read in most journal articles. Established researchers probably have access to more resources than you do, and as a result, are able to conduct more complicated studies. Student projects tend to be smaller in scope. This isn’t necessarily a limitation. Student projects are often the first step in a long research trajectory in which the same topic is studied in increasing detail and sophistication over time.

Students in my class often propose to survey or interview practitioners. The focus of these projects should be about the practice of social work and the study will uncover how practitioners understand what they do. Surveys of practitioners often test whether responses to questions are related to each other. For example, you could propose to examine whether someone’s length of time in practice was related to the type of therapy they use or their level of burnout. Interviews or focus groups can also illuminate areas of practice. A student in my class proposed to conduct focus groups of individuals in different helping professions in order to understand how they viewed the process of leaving an abusive partner. She suspected that people from different disciplines would make unique assumptions about the survivor’s choices.

It’s worth remembering here that you need to have access to practitioners, as we discussed in the previous section. Resourceful students will look at publicly available databases of practitioners, draw from agency and personal contacts, or post in public forums like Facebook groups. Consent from gatekeepers is important, and as we described earlier, you and your agency may be interested in collaborating on a project. Bringing your agency on board as a stakeholder in your project may allow you access to company email lists or time at staff meetings as well as access to practitioners. One of our students last year partnered with her internship placement at a local hospital to measure the burnout of that nurses experienced in their department. Her project helped the agency identify which departments may need additional support.

Another possible way you could collect data is by partnering with your agency on evaluating an existing program. Perhaps they want you to evaluate the early stage of a program to see if it’s going as planned and if any changes need to be made. Maybe there is an aspect of the program they haven’t measured but would like to, and you can fill that gap for them. Collaborating with agency partners in this way can be a challenge, as you must negotiate roles, get stakeholder buy-in, and manage the conflicting time schedules of field work and research work. At the same time, it allows you to make your work immediately relevant to your specific practice and client population.

In summary, many student projects fall into one of the following categories. These aren’t your only options! But they may be helpful in thinking about what students projects can look like.

Analyzing chart or program evaluations at an agency
Analyzing existing data from an agency, government body, or other public source
Analyzing popular media or cultural artifacts
Surveying or interviewing practitioners, administrators, or other less-vulnerable groups
Conducting a program evaluation in collaboration with an agency
All research projects require analyzing raw data.
Student projects often analyze available data from agencies, government, or public sources. Doing so allows students to avoid the process of recruiting people to participate in their study. This makes projects more feasible but comes with some limitations based on the data that are available.
Student projects should avoid potentially harmful or sensitive topics when surveying or interviewing clients and other vulnerable populations. Since many social work topics are sensitive, students often elect to collect data from less-vulnerable populations such as practitioners and administrators.
Describe the difference between raw data and the results of research articles.
Consider browsing around the data repositories in Table 2.1.
Identify one of the common types of student projects (e.g., surveys of practitioners) and how that might help you answer your working question.

2.5 Critical considerations

Critique the traditional role of researchers and identify how action research addresses these issues

So far in this chapter, we have presented the steps of student research projects as follows:

Find a topic that is important to you and read about it.
Pose a question that is important to the literature and to your community.
Propose to use specific research methods to answer your question.
Carry out your project and report the results.

These were depicted in Figure 2.1 earlier in this chapter. There are important limitations to this approach, and this section examines those problems and how to address them.

Whose knowledge is privileged?

First, let’s critically examine your role as the researcher. Following along with the steps in a research project, you start studying the literature your topic, find a place where you can add to scientific knowledge, and conduct your study. But why are you the person who gets to decide what is important? Just as clients are the experts on their lives, members of your target population are the experts on their lives. What does it mean for a group of people to be researched on, rather than researched with? How can we better respect the knowledge and self-determination of our community members?

A different way of approaching your research project is to start by talking with members of the target population and those who are knowledgeable about that community. Perhaps there is a community organization you can partner with on a research project. The researcher’s role in this case would be more similar to a consultant, someone with specialized knowledge about research who can help communities study problems they consider to be important. The social worker is a co-investigator, and community members are equal partners in the research project. Each has a type of knowledge—scientific expertise vs. lived experience—that should inform the research process.

The community focus highlights something important about student projects: they are localized. Student projects can dedicate themselves to issues at a single agency or within a service area. With a local scope, student researchers can bring about change in their community. This is the purpose behind action research.

Action research

Action research is research that is conducted for the purpose of creating social change. When engaging in action research, scholars collaborate with community stakeholders to conduct research that will be relevant to the community. Social workers who engage in action research don’t just go it alone; instead, they collaborate with the people who are affected by the research at each stage in the process. Stakeholders, particularly those with the least power, should be consulted on the purpose of the research project, research questions, design, and reporting of results.

Action research also distinguishes itself from other research in that its purpose is to create change on an individual and community level. Kristin Esterberg puts it quite eloquently when she says, “At heart, all action researchers are concerned that research not simply contribute to knowledge but also lead to positive changes in people’s lives” (2002, p. 137). [7] Action research has multiple origins across the globe, including Kurt Lewin’s psychological experiments in the US and Paulo Friere’s literacy and education programs (Adelman, 1993; Reason, 1994). [8] Over the years, action research has become increasingly popular among scholars who wish for their work to have tangible outcomes that benefit the groups they study.

A traditional scientist might look at the literature or use their practice wisdom to formulate a question for quantitative or qualitative research, as we suggested earlier in this chapter. An action researcher, on the other hand, would consult with people in target population and community to see what they believe the most pressing issues are and what their proposed solutions may be. In this way, action research flips traditional research on its head. Scientists are not the experts on the research topic. Instead, they are more like consultants who provide the tools and resources necessary for a target population to achieve their goals and to address social problems using social science research.

According to Healy (2001), [9] the assumptions of participatory-action research are that (a) oppression is caused by macro-level structures such as patriarchy and capitalism; (b) research should expose and confront the powerful; (c) researcher and participant relationships should be equal, with equitable distribution of research tasks and roles; and (d) research should result in consciousness-raising and collective action. Consistent with social work values, action research supports the self-determination of oppressed groups and privileges their voice and understanding through the conceptualization, design, data collection, data analysis, and dissemination processes of research. We will return to similar ideas in Part 4 of the textbook when we discuss qualitative research methods, though action research can certainly be used with quantitative research methods, as well.

Student projects can make a difference!

One last thing. We’ve told you all to think small and simple with your projects. The adage that “a good project is a done project” is true. At the same time, this advice might unnecessarily limit an ambitious and diligent student who wanted to investigate something more complex. For example, here is a Vice News article about MSW student Christine Stark’s work on sex trafficking of indigenous women. Student projects have the potential to address sensitive and politically charged topics. With support from faculty and community partners, student projects can become more comprehensive. The results of your project should accomplish something. Social work research is about creating change, and you will find the work of completing a research project more rewarding and engaging if you can envision the change your project will create.

In addition to broader community and agency impacts, student research projects can have an impact on a university or academic program. Consider this resource on how to research your institution by Rine Vieth. As a student, you are one of the groups on campus with the least power (others include custodial staff, administrative staff, contingent and adjunct faculty). It is often necessary that you organize within your cohort of MSW students for change within the program. Not only is it an excellent learning opportunity to practice your advocacy skills, you can use raw data that is publicly available (such as those linked in the guide) or create your own raw data to inform change. The collaborative and transformative focus of student research projects like these can be impactful learning experiences, and students should consider projects that will lead to some small change in both themselves and their communities.

Traditionally, researchers did not consult target populations and communities prior to formulating a research question. Action research proposes a more community-engaged model in which researchers are consultants that help communities research topics of import to them.
Just because we’ve advised you to keep your project simple and small doesn’t mean you must do so! There are excellent examples of student research projects that have created real change in the world.
Apply the key concepts of action research to your project. How might you incorporate the perspectives and expertise of community members in your project?
Blee, K. (2002). Inside organized racism: Women and men of the hate movement . Berkeley, CA: University of California Press; Blee, K. (1991). Women of the Klan: Racism and gender in the 1920s . Berkeley, CA: University of California Press. ↵
The exercises we created for this textbook are designed to break down the research proposal into bite-sized chunks. Completing the exercises as you read the textbook helps you apply the knowledge you've gained right away and remember what you thought about concepts you read about a few weeks ago. ↵
Simons, D. A., & Wurtele, S. K. (2010). Relationships between parents’ use of corporal punishment and their children’s endorsement of spanking and hitting other children. Child Abuse & Neglect, 34 , 639–646. ↵
Faris, R., & Felmlee, D. (2011). Status struggles: Network centrality and gender segregation in same- and cross-gender aggression. American Sociological Review, 76 , 48–73. The study has also been covered by several media outlets: Pappas, S. (2011). Popularity increases aggression in kids, study finds. Retrieved from: http://www.livescience.com/11737-popularity-increases-aggression-kids-study-finds.html ↵
This pattern was found until adolescents reached the top 2% in the popularity ranks. After that, aggression declined. ↵
Engel, R. J. & Schutt, R. K. (2016). The practice of research in social work (4th ed.). Washington, DC: SAGE Publishing. ↵
Esterberg, K. G. (2002). Qualitative methods in social research . Boston, MA: McGraw-Hill. ↵
Adelman, C. (1993). Kurt Lewin and the origins of action research. Educational Action Research, 1, 7-24.; Reason, P. (1994). Participation in human inquiry . London, UK: Sage. ↵
Healy, K. (2001). Participatory action research and social work: A critical appraisal. International Social Work, 44 , 93-105. ↵

a nonlinear process in which the original product is revised over and over again to improve it

a document produced by researchers that reviews the literature relevant to their topic and describes the methods they will use to conduct their study

what a researcher hopes to accomplish with their study

the group of people whose needs your study addresses

conducted during the early stages of a project, usually when a researcher wants to test the feasibility of conducting a more extensive study or if the topic has not been studied in the past

research that describes or defines a particular phenomenon

explains why particular phenomena work in the way that they do; answers “why” questions

research that evaluates the outcomes of a policy or program

whether you can practically and ethically complete the research project you propose

whether you can actually reach people or documents needed to complete your project

the people or organizations who control access to the population you want to study

individuals or groups who have an interest in the outcome of the study you conduct

study publicly available information or data that has been collected by another person

research that is conducted for the purpose of creating social change

Graduate research methods in social work Copyright © 2020 by Matthew DeCarlo, Cory Cummings, Kate Agnelli is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Share This Book

An official website of the United States government

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

The site is secure. The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely.

Publications
Account settings

Preview improvements coming to the PMC website in October 2024. Learn More or Try it out now .

Advanced Search
Journal List
HHS Author Manuscripts

How to Conduct Responsible Research: A Guide for Graduate Students

Alison l. antes.

1 Department of Medicine, Division of General Medical Sciences, Washington University School of Medicine, St. Louis, Missouri, 314-362-6006

Leonard B. Maggi, Jr.

2 Department of Medicine, Division of Molecular Oncology, Siteman Cancer Center, Washington University School of Medicine, St. Louis, Missouri, 314-362-4102

Researchers must conduct research responsibly for it to have an impact and to safeguard trust in science. Essential responsibilities of researchers include using rigorous, reproducible research methods, reporting findings in a trustworthy manner, and giving the researchers who contributed appropriate authorship credit. This “how-to” guide covers strategies and practices for doing reproducible research and being a responsible author. The article also covers how to utilize decision-making strategies when uncertain about the best way to proceed in a challenging situation. The advice focuses especially on graduate students but is appropriate for undergraduates and experienced researchers. The article begins with an overview of the responsible conduct of research, research misconduct, and ethical behavior in the scientific workplace. The takeaway message is that responsible conduct of research requires a thoughtful approach to doing research to ensure trustworthy results and conclusions and that researchers receive fair credit.

INTRODUCTION

Doing research is stimulating and fulfilling work. Scientists make discoveries to build knowledge and solve problems, and they work with other dedicated researchers. Research is a highly complex activity, so it takes years for beginning researchers to learn everything they need to know to do science well. Part of this large body of knowledge is learning how to do research responsibly. Our purpose in this article is to provide graduate students a guide for how to perform responsible research. Our advice is also relevant to undergraduate researchers and for principal investigators (PIs), postdocs, or other researchers who mentor beginning researchers and wish to share our advice.

We begin by introducing some fundamentals about the responsible conduct of research (RCR), research misconduct, and ethical behavior. We focus on how to do reproducible science and be a responsible author. We provide practical advice for these topics and present scenarios to practice thinking through challenges in research. Our article concludes with decision-making strategies for addressing complex problems.

What is the responsible conduct of research?

To be committed to RCR means upholding the highest standards of honesty, accuracy, efficiency, and objectivity ( Steneck, 2007 ). Each day, RCR requires engaging in research in a conscientious, intentional fashion that yields the best science possible ( “Research Integrity is Much More Than Misconduct,” 2019 ). We adopt a practical, “how-to” approach, discussing the behaviors and habits that yield responsible research. However, some background knowledge about RCR is helpful to frame our discussion.

The scientific community uses many terms to refer to ethical and responsible behavior in research: responsible conduct of research, research integrity, scientific integrity, and research ethics ( National Academies of Science, 2009 ; National Academies of Sciences Engineering and Medicine, 2017 ; Steneck, 2007 ). A helpful way to think about these concepts is “doing good science in a good manner” ( DuBois & Antes, 2018 ). This means that the way researchers do their work, from experimental procedures to data analysis and interpretation, research reporting, and so on, leads to trustworthy research findings and conclusions. It also includes respectful interactions among researchers both within research teams (e.g., between peers, mentors and trainees, and collaborators) and with researchers external to the team (e.g., peer reviewers). We expand on trainee-mentor relationships and interpersonal dynamics with labmates in a companion article ( Antes & Maggi, 2021 ). When research involves human or animal research subjects, RCR includes protecting the well-being of research subjects.

We do not cover all potential RCR topics but focus on what we consider fundamentals for graduate students. Common topics covered in texts and courses on RCR include the following: authorship and publication; collaboration; conflicts of interest; data management, sharing, and ownership; intellectual property; mentor and trainee responsibilities; peer review; protecting human subjects; protecting animal subjects; research misconduct; the role of researchers in society; and laboratory safety. A number of topics prominently discussed among the scientific community in recent years are also relevant to RCR. These include the reproducibility of research ( Baker, 2016 ; Barba, 2016 ; Winchester, 2018 ), diversity and inclusion in science ( Asplund & Welle, 2018 ; Hofstra et al., 2020 ; Meyers, Brown, Moneta-Koehler, & Chalkley, 2018 ; National Academies of Sciences Engineering and Medicine, 2018a ; Roper, 2019 ), harassment and bullying ( Else, 2018 ; National Academies of Sciences Engineering and Medicine, 2018b ; “ No Place for Bullies in Science,” 2018 ), healthy research work environments ( Norris, Dirnagl, Zigmond, Thompson-Peer, & Chow, 2018 ; “ Research Institutions Must Put the Health of Labs First,” 2018 ), and the mental health of graduate students ( Evans, Bira, Gastelum, Weiss, & Vanderford, 2018 ).

The National Institutes of Health (NIH) ( National Institutes of Health, 2009 ) and the National Science Foundation ( National Science Foundation, 2017 ) have formal policies indicating research trainees must receive education in RCR. Researchers are accountable to these funding agencies and the public which supports research through billions in tax dollars annually. The public stands to benefit from, or be harmed by, research. For example, the public may be harmed if medical treatments or social policies are based on untrustworthy research findings. Funding for research, participation in research, and utilization of the fruits of research all rely on public trust ( Resnik, 2011 ). Trustworthy findings are also essential for good stewardship of scarce resources ( Emanuel, Wendler, & Grady, 2000 ). Researchers are further accountable to their peers, colleagues, and scientists more broadly. Trust in the work of other researchers is essential for science to advance. Finally, researchers are accountable for complying with the rules and policies of their universities or research institutions, such as rules about laboratory safety, bullying and harassment, and the treatment of animal research subjects.

What is research misconduct?

When researchers intentionally misrepresent or manipulate their results, these cases of scientific fraud often make the news headlines ( Chappell, 2019 ; O’Connor, 2018 ; Park, 2012 ), and they can seriously undermine public trust in research. These cases also harm trust within the scientific community.

The U.S. defines research misconduct as fabrication, falsification, and plagiarism (FFP) ( Department of Health and Human Services, 2005 ). FFP violate the fundamental ethical principle of honesty. Fabrication is making up data, and falsification is manipulating or changing data or results so they are no longer truthful. Plagiarism is a form of dishonesty because it includes using someone’s words or ideas and portraying them as your own. When brought to light, misconduct involves lengthy investigations and serious consequences, such as ineligibility to receive federal research funding, loss of employment, paper retractions, and, for students, withdrawal of graduate degrees.

One aspect of responsible behavior includes addressing misconduct if you observe it. We suggest a guide titled “Responding to Research Wrongdoing: A User-Friendly Guide” that provides advice for thinking about your options if you think you have observed misconduct ( Keith-Spiegel, Sieber, & Koocher, 2010 ). Your university will have written policies and procedures for investigating allegations of misconduct. Making an allegation is very serious. As Keith-Spiegel et al.’s guide indicates, it is important to know the evidence that supports your claim, and what to expect in the process. We encourage, if possible, talking to the persons involved first. For example, one of us knew of a graduate student who reported to a journal editor their suspicion of falsified data in a manuscript. It turned out that the student was incorrect. Going above the PI directly to the editor ultimately led to the PI leaving the university, and the student had a difficult time finding a new lab to complete their degree. If the student had first spoken to the PI and lab members, they could have learned that their assumptions about the data in the paper were wrong. In turn, they could have avoided accusing the PI of a serious form of scientific misconduct—making up data—and harming everyone’s scientific career.

What shapes ethical behavior in the scientific workplace?

Responsible conduct of research and research misconduct are two sides of a continuum of behavior—RCR upholds the ideals of research and research misconduct violates them. Problematic practices that fall in the middle but are not defined formally as research misconduct have been labeled as detrimental research practices ( National Academies of Sciences Engineering and Medicine, 2017 ). Researchers conducting misleading statistical analyses or PIs providing inadequate supervision are examples of the latter. Research suggests that characteristics of individual researchers and research environments explain (un)ethical behavior in the scientific workplace ( Antes et al., 2007 ; Antes, English, Baldwin, & DuBois, 2018 ; Davis, Riske-Morris, & Diaz, 2007 ; DuBois et al., 2013 ).

These two influences on ethical behavior are helpful to keep in mind when thinking about your behavior. When people think about their ethical behavior, they think about their personal values and integrity and tend to overlook the influence of their environment. While “being a good person” and having the right intentions are essential to ethical behavior, the environment also has an influence. In addition, knowledge of standards for ethical research is important for ethical behavior, and graduate students new to research do not yet know everything they need to. They also have not fully refined their ethical decision-making skills for solving professional problems. We discuss strategies for ethical decision-making in the final section of this article ( McIntosh, Antes, & DuBois, 2020 ).

The research environment influences ethical behavior in a number of ways. For example, if a research group explicitly discusses high standards for research, people will be more likely to prioritize these ideals in their behavior ( Plemmons et al., 2020 ). A mentor who sets a good example is another important factor ( Anderson et al., 2007 ). Research labs must also provide individuals with adequate training, supervision and feedback, opportunities to discuss data, and the psychological safety to feel comfortable communicating about problems, including mistakes ( Antes, Kuykendall, & DuBois, 2019a , 2019b ). On the other hand, unfair research environments, inadequate supervision, poor communication, and severe stress and anxiety may undermine ethical decision-making and behavior; particularly when many of these factors exist together. Thus, (un)ethical behavior is a complex interplay of individual factors (e.g., personality, stress, decision-making skills) and the environment.

For graduate students, it is important to attend to what you are learning and how the environment around you might influence your behavior. You do not know what you do not know, and you necessarily rely on others to teach you responsible practices. So, it is important to be aware. Ultimately, you are accountable for your behavior. You cannot just say “I didn’t know.” Rather, just like you are curious about your scientific questions, maintain a curiosity about responsible behavior as a researcher. If you feel uncomfortable with something, pay attention to that feeling, speak to someone you trust, and seek out information about how to handle the situation. In what follows, we cover key tips for responsible behavior in the areas of reproducibility and authorship that we hope will help you as you begin.

HOW TO DO REPRODUCIBLE SCIENCE

The foremost responsibility of scientists is to ensure they conduct research in such a manner that the findings are trustworthy. Reproducibility is the ability to duplicate results ( Goodman, Fanelli, & Ioannidis, 2016 ). The scientific community has called for greater openness, transparency, and rigor as key remedies for lack of reproducibility ( Munafò et al., 2017 ). As a graduate student, essential to fostering reproducibility is the rigor of your approach to doing experiments and handling data. We discuss how to utilize research protocols, document experiments in a lab notebook, and handle data responsibly.

Utilize research protocols

1. learn and utilize the lab’s protocols.

Research protocols describe the step-by-step procedures for doing an experiment. They are critical for the quality and reproducibility of experiments. Lab members must learn and follow the lab’s protocols with the understanding that they may need to make adjustments based on the requirements of a specific experiment.

Also, it is important to distinguish between the experiment you are performing and analyzing the data from that experiment. For example, the experiment you want to perform might be to determine if loss of a gene blocks cell growth. Several protocols, each with pros and cons, will allow you to examine “cell growth.” Using the wrong experimental protocol can produce data that leads to muddled conclusions. In this example, the gene does block cell growth, but the experiment used to produce the data that you analyze to understand cell growth is wrong, thus giving a result that is a false negative.

When first joining a lab, it is essential to commit to learning the protocols necessary for your assigned research project. Researchers must ensure they are proficient in executing a protocol and can perform their experiments reliably. If you do not feel confident with a protocol, you should do practice runs if possible. Repetition is the best way to work through difficulties with protocols. Often it takes several attempts to work through the steps of a protocol before you will be comfortable performing it. Asking to watch another lab member perform the protocol is also helpful. Be sure to watch closely how steps are performed, as often there are minor steps taken that are not written down. Also, experienced lab members may do things as second nature and not think to explicitly mention them when working through the protocol. Ask questions of other lab members so that you can improve your knowledge and gain confidence with a protocol. It is better to ask a question than potentially ruin a valuable or hard-to-get sample.

Be cautious of differences in the standing protocols in the lab and how you actually perform the experiment. Even the most minor deviations can seriously impact the results and reproducibility of an experiment. As mentioned above, often there are minor things that are done that might not be listed in the protocol. Paying attention and asking questions are the best ways to learn, in addition to adding notes to the protocol if you find minor details are missing.

2. Develop your own protocols

Often you will find that a project requires a protocol that has not been performed in the lab. If performing a new experiment in the lab and no protocol exists, find a protocol and try it. Protocols can be obtained from many different sources. A great source is other labs on campus, as you can speak directly to the person who performs the experiment. There are many journal sources as well, such as Current Protocols, Nature Protocols, Nature Methods, and Cell STAR Methods . These methods journals provide the most detailed protocols for experiments often with troubleshooting tips. Scientific papers are the most common source of protocols. However, keep in mind that due to the common brevity of methods sections, they often omit crucial details or reference other papers that may not contain a complete description of the protocol.

3. Handle mistakes or problems promptly

At some point, everyone encounters problems with a protocol, or realizes they made a mistake. You should be prepared to handle this situation by being able to detail exactly how you performed the experiment. Did you skip a step? Shorten or lengthen a time point? Did you have to make a new buffer or borrow a labmate’s buffer? There are too many ways an experiment can go wrong to list here but being able to recount all the steps you performed in detail will help you work through the problem. Keep in mind that often the best way to understand how to perform an experiment is learning from when something goes wrong. This situation requires you to critically think through what was done and understand the steps taken. When everything works perfectly, it is easy to pay less attention to the details, which can lead to problems down the line.

It is up to you to be attentive and meticulous in the lab. Paying attention to the details may feel like a pain at first, or even seem overwhelming. Practice and repetition will help this focus on details become a natural part of your lab work. Ultimately, this skill will be essential to being a responsible scientist.

Document experiments in a lab notebook

1. recognize the importance of a lab notebook.

Maintaining detailed documentation in a lab notebook allows researchers to keep track of their experiments and generation of data. This detailed documentation helps you communicate about your research with others in the lab, and serves as a basis for preparing publications. It also provides a lasting record for the lab that exists beyond your time in the lab. After graduate students leave the lab, sometimes it is necessary to go back to the results of older experiments. A complete and detailed notebook is essential, or all of the time, effort, and resources are lost.

2. Learn the note-keeping practices in your lab

When you enter a new lab, it is important to understand how the lab keeps notebooks and the expectations for documentation. Being conscientious about documentation will make you a better scientist. In some labs, the PI might routinely examine your notebook, while in other labs you may be expected to maintain a notebook, but it may not be regularly viewed by others. It is tempting to become relaxed in documentation if you think your notebook may not be reviewed. Avoid this temptation; documentation of your ideas and process will improve your ability to think critically about research. Further, even if the PI or lab members do not physically view your notebook, you will need to communicate with them about your experiments. This documentation is necessary to communicate effectively about your work.

3. Organize your lab notebook

Different labs use different formats; some use electronic notebooks while others handwritten notebooks. The contents of a good notebook include the purpose of the experiment, the details of the experimental procedure, the data, and thoughts about the results. To effectively document your experiment, there are 5 critical questions that the information you record should be able to answer.

Why I am doing this experiment? (purpose)
What did I do to perform the experiment? (protocol)
What are the results of what I did? (data, graphs)
What do I think about the results?
What do I think are the next steps?

We also recommend a table of contents. It will make the information more useful to you and the lab in the future. The table of contents should list the title of the experiment, the date(s) it was performed, and the page numbers on which it is recorded. Also, make sure that you write clearly and provide a legend or explanation of any shorthand or non-standard abbreviation you use. Often labs will have a combination of written lab notebooks and electronic data. It is important to reference where electronic data are located that go with each experiment. The idea is to make it as easy as possible to understand what you did and where to find all the data (electronic and hard copy) that accompanies your experiment.

Keeping a lab notebook becomes easier with practice. It can be thought of almost like journaling about your experiment. Sometimes people think of it as just a place to paste their protocol and a graph or data. We strongly encourage you to include your thoughts about why you made the decisions you made when conducting the experiment and to document your thoughts about next steps.

4. Commit to doing it the right way

A common reason to become lax in documentation is feeling rushed for time. Although documentation takes time, it saves time in the long-run and fosters good science. Without good notes, you will waste time trying to recall precisely what you did, reproduce your findings, and remember what you thought would be important next steps. The lab notebook helps you think about your research critically and keep your thoughts together. It can also save you time later when writing up results for publication. Further, well-documented data will help you draft a cogent and rigorous dissertation.

Handle data responsibly

1. keep all data.

Data are the product of research. Data include raw data, processed data, analyzed data, figures, and tables. Many data today are electronic, but not all. Generating data requires a lot of time and resources and researchers must treat data with care. The first essential tip is to keep all data. Do not discard data just because the experiment did not turn out as expected. A lot of experiments do not turn out to yield publishable data, but the results are still important for informing next steps.

Always keep the original, raw data. That is, as you process and analyze data, always maintain an unprocessed version of the original data.

Universities and funding agencies have data retention policies. These policies specify the number of years beyond a grant that data must be kept. Some policies also indicate researchers need to retain original data that served as the basis for a publication for a certain number of years. Therefore, your data will be important well beyond your time in graduate school. Most labs require you to keep samples for reanalysis until a paper is published, then the analyzed data are enough. If you leave a lab before a paper is accepted for publication, you are responsible for ensuring your data and original samples are well documented for others to find and use.

2. Document all data

In addition to keeping all data, data must be well-organized and documented. This means that no matter the way you keep your data (e.g., electronic or in written lab notebooks), there is a clear guide—in your lab notebook, a binder, or on a lab hard drive—to finding the data for a particular experiment. For example, it must be clear which data produced a particular graph. Version control of data is also critical. Your documentation should include “metadata” (data about your data) that tracks versions of the data. For example, as you edit data for a table, you should save separate versions of the tables, name the files sequentially, and note the changes that were made to each version.

3. Backup your data

You should backup electronic data regularly. Ideally, your lab has a shared server or cloud storage to backup data. If you are supposed to put your data there, make sure you do it! When you leave the lab, it must be possible to find your data.

4. Perform data analysis honestly and competently

Inappropriate use of statistics is a major concern in the scientific community, as the results and conclusions will be misleading if done incorrectly ( DeMets, 1999 ). Some practices are clearly an abuse of statistics, while other inappropriate practices stem from lack of knowledge. For example, a practice called “p-hacking” describes when researchers “collect or select data or statistical analyses until nonsignificant results become significant” ( Head, Holman, Lanfear, Kahn, & Jennions, 2015 ). In addition to avoiding such misbehavior, it is essential to be proficient with statistics to ensure you do statistical procedures appropriately. Learning statistical procedures and analyzing data takes many years of practice, and your statistics courses may only cover the basics. You will need to know when to consult others for help. In addition to consulting members in your lab or your PI, your university may have statistical experts who can provide consultations.

5. Master pressure to obtain favored results

When you conduct an experiment, the results are the results. As a beginning researcher, it is important to be prepared to manage the frustration of experiments not turning out as expected. It is also important to manage the real or perceived pressure to produce favored results. Investigators can become wedded to a hypothesis, and they can have a difficult time accepting the results. Sometimes you may feel this pressure coming from yourself; for example, if you want to please your PI, or if you want to get results for a certain publication. It is important to always follow the data no matter where it leads.

If you do feel pressure, this situation can be uncomfortable and stressful. If you have been meticulous and followed the above recommendations, this can be one great safeguard. You will be better able to confidently communicate your results to the PI because of your detailed documentation, and you will be more confident in your procedures if the possibility of error is suggested. Typically, with enough evidence that the unexpected results are real, the PI will concede. We recommend seeking the support of friends or colleagues to vent and cope with stress. In the rare case that the PI does not relent, you could turn to an advisor outside the lab if you need advice about how to proceed. They can help you look at the data objectively and also help you think about the interpersonal aspects of navigating this situation.

6. Communicate about your data in the lab

A critical element of reproducible research is communication in the lab. Ideally, there are weekly or bi-weekly meetings to discuss data. You need to develop your communication skills for writing and speaking about data. Often you and your labmates will discuss experimental issues and results informally during the course of daily work. This is an excellent way to hone critical thinking and communication skills about data.

Scenario 1 – The Protocol is Not Working

At the beginning of a rotation during their first year, a graduate student is handed a lab notebook and a pen and is told to keep track of their work. There does not appear to be a specific format to follow. There are standard lab protocols that everyone follows, but minor tweaks to the protocols do not seem to be tracked from experiment to experiment in the standard lab protocol nor in other lab notebooks. After two weeks of trying to follow one of the standard lab protocols, the student still cannot get the experiment to work. The student has included the appropriate positive and negative controls which are failing, making the experiment uninterpretable. After asking others in the lab for help, the graduate student learns that no one currently in the lab has performed this particular experiment. The former lab member who had performed the experiment only lists the standard protocol in their lab notebook.

How should the graduate student start to solve the problem?

Speaking to the PI would be the next logical step. As a first-year student in a lab rotation, the PI should expect this type of situation and provide additional troubleshooting guidance. It is possible that the PI may want to see how the new graduate student thinks critically and handles adversity in the lab. Rather than giving an answer, the PI might ask the student to work through the problem. The PI should give guidance, but it may not be an immediate fix for the problem. If the PI’s suggestions fail to correct the problem, asking a labmate or the PI for the contact information of the former lab member who most recently performed the experiment would be a reasonable next step. The graduate student’s conversations with the PI and labmates in this situation will help them learn a lot about how the people in the lab interact.

Most of the answers for these types of problems will require you as a graduate student to take the initiative to answer. They will require your effort and ingenuity to talk to other lab members, other labs at the university, and even scour the literature for alternatives. While labs have standard protocols, there are multiple ways to do many experiments, and working out an alternative will teach you more than when everything works. Having to troubleshoot problems will result in better standard protocols in the lab and better science.

HOW TO BE A RESPONSIBLE AUTHOR

Researchers communicate their findings via peer-reviewed publications, and publications are important for advancing in a research career. Many graduate students will first author or co-author publications in graduate school. For good advice on how to write a research manuscript, consult the Current Protocols article “How to write a research manuscript” ( Frank, 2018 ). We focus on the issues of assigning authors and reporting your findings responsibly. First, we describe some important basics: journal impact factors, predatory journals, and peer review.

What are journal impact factors?

It is helpful to understand journal impact factors. There is criticism about an overemphasis on impact factors for evaluating the quality or importance of researchers’ work ( DePellegrin & Johnston, 2015 ), but they remain common for this purpose. Journal impact factors reflect the average number of times articles in a journal were cited in the last two years. Higher impact factors place journals at a higher rank. Approximately 2% of journals have an impact factor of 10 or higher. For example, Cell, Science, and Nature have impact factors of approximately 39, 42, and 43, respectively. Journals can be great journals but have lower impact factors; often this is because they focus on a smaller specialty field. For example, Journal of Immunology and Oncogene are respected journals, but their impact factors are about 4 and 7, respectively.

Research trainees often want to publish in journals with the highest possible impact factor because they expect this to be viewed favorably when applying to future positions. We encourage you to bear in mind that many different journals publish excellent science and focus on publishing where your work will reach the desired audience. Also, keep in mind that while a high impact factor can direct you to respectable, high-impact science, it does not guarantee that the science in the paper is good or even correct. You must critically evaluate all papers you read no matter the impact factor.

What are predatory journals?

Predatory journals have flourished over the past few years as publishing science has moved online. An international panel defined predatory journals as follows ( Grudniewicz et al., 2019 ):

Predatory journals and publishers are entities that prioritize self-interest at the expense of scholarship and are characterized by false or misleading information, deviation from best editorial and publication practices, a lack of transparency, and/or the use of aggressive and indiscriminate solicitation practices. (p. 211)

Often young researchers receive emails soliciting them to submit their work to a journal. There are typically small fees (around $99 US) requested but these fees will be much lower than open access fees of reputable journals (often around $2000 US). A warning sign of a predatory journal is outlandish promises, such as 24-hour peer review or immediate publication. You can find a list of predatory journals created by a postdoc in Europe at BeallsList.net ( “Beall’s List of Potential Predatory Journals and Publishers,” 2020 ).

What is peer review?

Peer reviewers are other scientists who have the expertise to evaluate a manuscript. Typically 2 or 3 reviewers evaluate a manuscript. First, an editor performs an initial screen of the manuscript to ensure its appropriateness for the journal and that it meets basic quality standards. At this stage, an editor can decide to reject the manuscript and not send it to review. Not sending a paper for peer review is common in the highest impact journals that receive more submissions per year than can be reviewed and published. For average-impact journals and specialty journals, typically your paper will be sent for peer review.

In general, peer review focuses on three aspects of a manuscript: research design and methods, validity of the data and conclusions, and significance. Peer reviewers assess the merit and rigor of the research design and methodology, and they evaluate the overall validity of the results, interpretations, and conclusions. Essentially, reviewers want to ensure that the data support the claims. Additionally, reviewers evaluate the overall significance, or contribution, of the findings, which involves the novelty of the research and the likelihood that the findings will advance the field. Significance standards vary between journals. Some journals are open to publishing findings that are incremental advancements in a field, while others want to publish only what they deem as major advancements. This feature can distinguish the highest impact journals which seek the most significant advancements and other journals that tend to consider a broader range of work as long as it is scientifically sound. It is important to keep in mind that determining at the stage of review and publication whether a paper is “high impact” is quite subjective. In reality, this can only really be determined in retrospect.

The key ethical issues in peer review are fairness, objectivity, and confidentiality ( Shamoo & Resnik, 2015 ). Peer reviewers are to evaluate the manuscript on its merits and not based on biases related to the authors or the science itself. If reviewers have a conflict of interest, this should be disclosed to the editor. Confidentiality of peer review means that the reviewers should keep private the information; they should not share the information with others or use it to their benefit. Reviewers can ultimately recommend that the manuscript is rejected, revised, and resubmitted (major or minor revisions), or accepted. The editor evaluates the reviewers’ feedback and makes a judgment about rejecting, accepting, or requesting a revision. Sometimes PIs will ask experienced graduate students to assist with peer reviewing a manuscript. This is a good learning opportunity. The PI should disclose to the editor that they included a trainee in preparing the review.

Assign authorship fairly

Authorship gives credit to the people who contributed to the research. This includes thinking of the ideas, designing and performing experiments, interpreting the results, and writing the paper. Two key questions regarding authorship include: 1 - Who will be an author? 2 - What will be the order in which authors are listed? These seem simple on the surface but can get quite complex.

1. Know authorship guidelines

Authorship guidelines published by journals, professional societies, and universities communicate key principles of authorship and standards for earning authorship. The core ethical principle of assigning authorship is fairness in who receives credit for the work. The people who contributed to the work should get credit for it. This seems simply enough, but determining authorship can (and often does) create conflict.

Many universities have authorship guidelines, and you should know the policies at your university. The International Committee of Medical Journal Editors (ICMJE) provides four criteria for determining who should be an author ( International Committee of Medical Journal Editors, 2020 ). These criteria indicate that an author should do all of the following: 1) make “substantial contributions” to the development of the idea or research design, or to acquiring, analyzing, or interpreting the data, 2) write the manuscript or revise it a substantive way, 3) give approval of the final manuscript (i.e., before it is submitted for review, and after it is revised, if necessary), and 4) agree to be responsible for any questions about the accuracy or integrity of the research.

Several types of authorship violate these guidelines and should be avoided. Guest authorship is when respected researchers are added out of appreciation, or to have the manuscript be perceived more favorably to get it published or increase its impact. Gift authorship is giving authorship to reward an individual, or as a favor. Ghost authorship is when someone made significant contributions to the paper but is not listed as an author. To increase transparency, some journals require authors to indicate how each individual contributed to the research and manuscript.

2. Apply the guidelines

Conflicts often arise from disagreements about how much people contributed to the research and whether those contributions merit authorship. The best approach is an open, honest, and ongoing discussion about authorship, which we discuss in #3 below. To have effective, informed conversations about authorship, you must understand how to apply the guidelines to your specific situation. The following is a simple rule of thumb that indicates there are three components of authorship. We do not list giving final approval of the manuscript and agreeing to be accountable, but we do consider these essentials of authorship.

Thinking – this means contributing to the ideas leading to the hypothesis of the work, designing experiments to address the hypothesis, and/or analyzing the results in the larger context of the literature in the field.
Doing – this means performing and analyzing the experiments.
Writing – this means editing a draft, or writing the entire paper. The first author often writes the entire first draft.

In our experience, a first author would typically do all three. They also usually coordinate the writing and editing process. Co-authors are typically very involved in at least two of the three, and are somewhat involved in the other. The PI, who oversees and contributes to all three, is often the last, or “senior author.” The “senior author” is typically the “corresponding author”—the person listed as the individual to contact about the paper. The other co-authors are listed between the first and senior author either alphabetically, or more commonly, in order from the largest to smallest contribution.

Problems in assigning authorship typically arise due to people’s interpretations of #1 (thinking) and #2 (doing)—what and how much each individual contributed to a project’s design, execution, and analysis. Different fields or PIs may have their own slight variations on these guidelines. The potential conflicts associated with assigning authorship lead to the most common recommendation for responsibly assigning authorship: discuss authorship expectations early and revisit them during the project.

3. Discuss authorship with your collaborators

Publications are important for career advancement, so you can see why people might be worried about fairness in assigning authorship. If the problem arises from a lack of a shared understanding about contributions to the research, the only way to clarify this is an open discussion. This discussion should ideally take place very early at the beginning of a project, and should be ongoing. Hopefully you work in a laboratory that makes these discussions a natural part of the research process; this makes it much easier to understand the expectations upfront.

We encourage you to speak up about your interest in making a contribution that would merit authorship, especially if you want to earn first authorship. Sometimes norms about authoring papers in a lab make it clear you are expected to first and co-author publications, but it is best to communicate your interest in earning authorship. If the project is not yours, but you wish to collaborate, you can inquire what you may be able to contribute that would merit authorship.

If it is not a norm in your lab to discuss authorship throughout the life of projects, then as a graduate student you may feel reluctant to speak up. You could initiate a conversation with a more senior graduate student, a postdoc, or your PI, depending on the dynamics in the group. You could ask generally about how the lab approaches assignment of authorship, but discussing a specific project and paper may be best. It may feel awkward to ask, but asking early is less uncomfortable than waiting until the end of the project. If the group is already drafting a manuscript and you are told that your contribution is insufficient for authorship, this situation is much more discouraging than if you had asked earlier about what is expected to earn authorship.

How to report findings responsibly

The most significant responsibility of authors is to present their research accurately and honestly. Deliberately presenting misleading information is clearly unethical, but there are significant judgment calls about how to present your research findings. For example, an author can mislead by overstating the conclusions given what the data support.

1. Commit to presenting your findings honestly

Any good scientific manuscript writer will tell you that you need to “tell a good story.” This means that your paper is organized and framed to draw the reader into the research and convince them of the importance of the findings. But, this story must be sound and justified by the data. Other authors are presenting their findings in the best, most “publishable” light, so it is a balancing act to be persuasive but also responsible in presenting your findings in a trustworthy manner. To present your findings honestly, you must be conscious of how you interpret your data and present your conclusions so that they are accurate and not overstated.

One misbehavior known as “HARKing,” Hypothesis After the Results are Known, occurs when hypotheses are created after seeing the results of an experiment, but they are presented as if they were defined prior to collecting the data ( Munafò et al., 2017 ). This practice should be avoided. HARKing may be driven, in part, by a concern in scientific publishing known as publication bias. This bias is a preference that reviewers, editors, and researchers have for papers describing positive findings instead of negative findings ( Carroll, Toumpakari, Johnson, & Betts, 2017 ). This preference can lead to manipulating one’s practices, such as by HARKing, so that positive findings can be reported.

It is important to note that in addition to avoiding misbehaviors such as HARKing, all researchers are susceptible to a number of more subtle traps in judgment. Even the most well-intentioned researcher may jump to conclusions, discount alternative explanations, or accept results that seem correct without further scrutiny ( Nuzzo, 2015 ). Therefore, researchers must not only commit to presenting their findings honestly but consider how they can counteract such traps by slowing down and increasing their skepticism towards their findings.

2. Provide an appropriate amount of detail

Providing enough detail in a manuscript can be a challenge with the word limits imposed by most journals. Therefore, you will need to determine what details to include and which to exclude, or potentially include in the supplemental materials. Methods sections can be long and are often the first to be shortened, but complete methods are important for others to evaluate the research and to repeat the methods in other studies. Even more significant is making decisions about what experimental data to include and potentially exclude from the manuscript. Researchers must determine what data is required to create a complete scientific story that supports the central hypothesis of the paper. On the other hand, it is not necessary or helpful to include so much data in the manuscript, or in supplemental material, that the central point of the paper is difficult to discern. It is a tricky balance.

3. Follow proper citation practices

Of course, responsible authorship requires avoiding plagiarism. Many researchers think that plagiarism is not a concern for them because they assume it is always done intentionally by “copying and pasting” someone else’s words and claiming them as your own. Sometimes poor writing practices, such as taking notes from references without distinguishing between direct quotes and paraphrased material, can lead to including material that is not quoted properly. More broadly, proper citation practices include accurately and completely referencing prior studies to provide appropriate context for your manuscript.

4. Attend to the other important details

The journal will require several pieces of additional information, such as disclosure of sources of funding and potential conflicts of interest. Typically, graduate students do not have relationships that constitute conflicts of interest, but a PI who is a co-author may. In submitting a manuscript, also make sure to acknowledge individuals not listed as authors but who contributed to the work.

5. Share data and promote transparency

Data sharing is a key facet of promoting transparency in science ( Nosek et al., 2015 ). It will be important to know the expectations of the journals in which you wish to publish. Many top journals now require data sharing; for example, sharing your data files in an online repository so others have access to the data for secondary use. Funding agencies like NIH also increasingly require data sharing. To further foster transparency and public trust in research, researchers must deposit their final peer-reviewed manuscripts that report on research funded by NIH to PubMed Central. PubMed makes biomedical and life science research publicly accessible in a free, online database.

Scenario 2 – Authors In Conflict

To prepare a manuscript for publication, a postdoc’s data is added to a graduate student’s thesis project. After working together to combine the data and write the paper, the postdoc requests co-first authorship on the paper. The graduate student balks at this request on the basis that it is their thesis project. In a weekly meeting with the lab’s PI to discuss the status of the paper, the graduate student states that they should divide the data between the authors as a way to prove that the graduate student should be the sole first author. The PI agrees to this attempt to quantify how much data each person contributed to the manuscript. All parties agree the writing and thinking were equally shared between them. After this assessment, the graduate student sees that the postdoc actually contributed more than half of the data presented in the paper. The graduate student and a second graduate student contributed the remaining data; this means the graduate student contributed much less than half of the data in the paper. However, the graduate student is still adamant that they must be the sole first author of the paper because it is their thesis project.

Is the graduate student correct in insisting that it is their project, so they are entitled to be the sole first author?

Co-first authorship became popular about 10 years ago as a way to acknowledge shared contributions to a paper in which authors worked together and contributed equally. If the postdoc contributed half of the data and worked with the graduate student to combine their interpretations and write the first draft of the paper, then the postdoc did make a substantial contribution. If the graduate student wrote much of the first draft of the paper, contributed significantly to the second half of data, and played a major role in the thesis concept and design, this is also a major contribution. We summarized authorship requirements as contributing to thinking, doing, and writing, and we noted that a first author usually contributes to all of these. The graduate student has met all 3 elements to claim first authorship. However, it appears that the postdoc has also met these 3 requirements. Thus, it is at least reasonable for the postdoc to ask about co-first authorship.

The best way to move forward is to discuss their perspectives openly. Both the graduate student and postdoc want first authorship on papers to advance their careers. The postdoc feels they contributed more to the overall concept and design than the graduate student is recognizing, and the postdoc did contribute half of the data. This is likely frustrating and upsetting for the postdoc. On the other hand, perhaps the postdoc is forgetting how much a thesis becomes like “your baby,” so to speak. The work is the graduate student’s thesis, so it is easy to see why the graduate student would feel a sense of ownership of it. Given this fact, it may be hard for the graduate student to accept the idea that they would share first-author recognition for the work. Yet, the graduate student should consider that the manuscript would not be possible without the postdoc’s contribution. Further, if the postdoc was truly being unreasonable, then the postdoc could make the case for sole first authorship based on contributing the most data to the paper, in addition to contributing ideas and writing the paper. The graduate student should consider that the postdoc may be suggesting co-first authorship in good faith.

As with any interpersonal conflict, clear communication is key. While it might be temporarily uncomfortable to voice their views and address this disagreement, it is critical to avoiding permanent damage to their working relationship. The pair should consider each other’s perspectives and potential alternatives. For example, if the graduate student is first author and the postdoc second, at a minimum they could include an author note in the manuscript that describes the contribution of each author. This would make it clear the scope of the postdoc’s contribution, if they decided not to go with co-first authorship. Also, the graduate student should consider their assumptions about co-first authorship. Maybe they assume it makes it appear they contributed less, but instead, perhaps co-first authorship highlights their collaborative approach to science. Collaboration is a desirable quality many (although arguably not all) research organizations look for when they are hiring.

They will also need to speak with others for advice. The pair should definitely speak with the PI who could provide input about how these cases have been handled in the past. Ultimately, if they cannot reach an agreement, the PI, who is likely to be the last or “senior” author, may make the final decision. They should also speak to the other graduate student who is an author.

If either individual is upset with the situation, they will want to discuss it when they have had time to cool down. This might mean taking a day before discussing, or speaking with someone outside of the lab for support. Ideally, all authors on this paper would have initiated this conversation earlier, and the standards in the lab for first authorship would be discussed routinely. Clear communication may have avoided the conflict.

HOW TO USE DECISION-MAKING STRATEGIES TO NAVIGATE CHALLENGES

We have provided advice on some specific challenges you might encounter in research. This final section covers our overarching recommendation that you adopt a set of ethical decision-making strategies. These strategies help researchers address challenges by helping them think through a problem and possible alternatives ( McIntosh et al., 2020 ). The strategies encourage you to gather information, examine possible outcomes, consider your assumptions, and address emotional reactions before acting. They are especially helpful when you are uncertain how to proceed, face a new problem, or when the consequences of a decision could negatively impact you or others. The strategies also help people be honest with themselves, such as when they are discounting important factors or have competing goals, by encouraging them to identify outside perspectives and test their motivations. You can remember the strategies using the acronym SMART .

1. S eek Help

Obtain input from others who can be objective and that you trust. They can assist you with assessing the situation, predicting possible outcomes, and identifying potential options. They can also provide you with support. Individuals to consult may be peers, other faculty, or people in your personal life. It is important that you trust the people you talk with, but it is also good when they challenge your perspective, or encourage you to think in a new way about a problem. Keep in mind that people such as program directors and university ombudsmen are often available for confidential, objective advice.

2. M anage Emotions

Consider your emotional reaction to the situation and how it might influence your assessment of the situation, and your potential decisions and actions. In particular, identify negative emotions, like frustration, anxiety, fear, and anger, as they particularly tend to diminish decision-making and the quality of interactions with others. Take time to address these emotions before acting, for example, by exercising, listening to music, or simply taking a day before responding.

3. A nticipate Consequences

Think about how the situation could turn out. This includes for you, for the research team, and anyone else involved. Consider the short, middle-term, and longer-term impacts of the problem and your potential approach to addressing the situation. Ideally, it is possible to identify win-win outcomes. Often, however, in tough professional situations, you may need to select the best option from among several that are not ideal.

4. R ecognize Rules and Context

Determine if any ethical principles, professional policies, or rules apply that might help guide your choices. For instance, if the problem involves an authorship dispute, consider the authorship guidelines that apply. Recognizing the context means considering the situational factors that could impact your options and how you proceed. For example, factors such as the reality that ultimately the PI may have the final decision about authorship.

5. T est Assumptions and Motives

Examine your beliefs about the situation and whether any of your thoughts may not be justified. This includes critically examining the personal motivations and goals that are driving your interpretation of the problem and thoughts about how to resolve it.

These strategies do not have to be engaged in order, and they are interrelated. For example, seeking help can help you manage emotions, test assumptions, and anticipate consequences. Go back to the scenarios and our advice throughout this article, and you will see many of our suggestions align with these strategies. Practice applying SMART strategies when you encounter a problem and they will become more natural.

Learning practices for responsible research will be the foundation for your success in graduate school and your career. We encourage you to be reflective and intentional as you learn and hope that our advice helps you along the way.

ACKNOWLEDGEMENTS

This work was supported by the National Human Genome Research Institute (Antes, K01HG008990) and the National Center for Advancing Translational Sciences (UL1 TR002345).

LITERATURE CITED

Anderson MS, Horn AS, Risbey KR, Ronning EA, De Vries R, & Martinson BC (2007). What Do Mentoring and Training in the Responsible Conduct of Research Have To Do with Scientists’ Misbehavior? Findings from a National Survey of NIH-Funded Scientists . Academic Medicine , 82 ( 9 ), 853–860. doi: 10.1097/ACM.0b013e31812f764c [ PubMed ] [ CrossRef ] [ Google Scholar ]
Antes AL, Brown RP, Murphy ST, Waples EP, Mumford MD, Connelly S, & Devenport LD (2007). Personality and Ethical Decision-Making in Research: The Role of Perceptions of Self and Others . Journal of Empirical Research on Human Research Ethics , 2 ( 4 ), 15–34. doi: 10.1525/jer.2007.2.4.15 [ PubMed ] [ CrossRef ] [ Google Scholar ]
Antes AL, English T, Baldwin KA, & DuBois JM (2018). The Role of Culture and Acculturation in Researchers’ Perceptions of Rules in Science . Science and Engineering Ethics , 24 ( 2 ), 361–391. doi: 10.1007/s11948-017-9876-4 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Antes AL, Kuykendall A, & DuBois JM (2019a). The Lab Management Practices of “Research Exemplars” that Foster Research Rigor and Regulatory Compliance: A Qualitative Study of Successful Principal Investigators . PloS One , 14 ( 4 ), e0214595. doi: 10.1371/journal.pone.0214595 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Antes AL, Kuykendall A, & DuBois JM (2019b). Leading for Research Excellence and Integrity: A Qualitative Investigation of the Relationship-Building Practices of Exemplary Principal Investigators . Accountability in Research , 26 ( 3 ), 198–226. doi: 10.1080/08989621.2019.1611429 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Antes AL, & Maggi LB Jr. (2021). How to Navigate Trainee-Mentor Relationships and Interpersonal Dynamics in the Lab . Current Protocols Essential Laboratory Techniques. [ PMC free article ] [ PubMed ] [ Google Scholar ]
Asplund M, & Welle CG (2018). Advancing Science: How Bias Holds Us Back . Neuron , 99 ( 4 ), 635–639. doi: 10.1016/j.neuron.2018.07.045 [ PubMed ] [ CrossRef ] [ Google Scholar ]
Baker M (2016). Is There a Reproducibility Crisis? Nature , 533 , 452–454. doi: 10.1038/533452a [ PubMed ] [ CrossRef ] [ Google Scholar ]
Barba LA (2016). The Hard Road to Reproducibility . Science , 354 ( 6308 ), 142. doi: 10.1126/science.354.6308.142 [ PubMed ] [ CrossRef ] [ Google Scholar ]
Beall’s List of Potential Predatory Journals and Publishers . (2020). Retrieved from https://beallslist.net/#update [ Google Scholar ]
Carroll HA, Toumpakari Z, Johnson L, & Betts JA (2017). The Perceived Feasibility of Methods to Reduce Publication Bias . PloS One , 12 ( 10 ), e0186472–e0186472. doi: 10.1371/journal.pone.0186472 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Chappell B (2019). Duke Whistleblower Gets More Than $33 Million in Research Fraud Settlement . NPR. Retrieved from https://www.npr.org/2019/03/25/706604033/duke-whistleblower-gets-more-than-33-million-in-research-fraud-settlement [ Google Scholar ]
Davis MS, Riske-Morris M, & Diaz SR (2007). Causal Factors Implicated in Research Misconduct: Evidence from ORI Case Files . Science and Engineering Ethics , 13 ( 4 ), 395–414. doi: 10.1007/s11948-007-9045-2 [ PubMed ] [ CrossRef ] [ Google Scholar ]
DeMets DL (1999). Statistics and Ethics in Medical Research . Science and Engineering Ethics , 5 ( 1 ), 97–117. doi: 10.1007/s11948-999-0059-9 [ PubMed ] [ CrossRef ] [ Google Scholar ]
Department of Health and Human Services. (2005). 42 CFR Parts 50 and 93 Public Health Service Policies on Research Misconduct; Final Rule. Retrieved from https://ori.hhs.gov/sites/default/files/42_cfr_parts_50_and_93_2005.pdf [ Google Scholar ]
DePellegrin TA, & Johnston M (2015). An Arbitrary Line in the Sand: Rising Scientists Confront the Impact Factor . Genetics , 201 ( 3 ), 811–813. [ PMC free article ] [ PubMed ] [ Google Scholar ]
DuBois JM, Anderson EE, Chibnall J, Carroll K, Gibb T, Ogbuka C, & Rubbelke T (2013). Understanding Research Misconduct: A Comparative Analysis of 120 Cases of Professional Wrongdoing . Account Res , 20 ( 5–6 ), 320–338. doi: 10.1080/08989621.2013.822248 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
DuBois JM, & Antes AL (2018). Five Dimensions of Research Ethics: A Stakeholder Framework for Creating a Climate of Research Integrity . Academic Medicine , 93 ( 4 ), 550–555. doi: 10.1097/ACM.0000000000001966 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Else H (2018). Does Science have a Bullying Problem? Nature , 563 , 616–618. doi: 10.1038/d41586-018-07532-5 [ PubMed ] [ CrossRef ] [ Google Scholar ]
Emanuel EJ, Wendler D, & Grady C (2000). What Makes Clinical Research Ethical ? Journal of the American Medical Association , 283 ( 20 ), 2701–2711. doi:jsc90374 [pii] [ PubMed ] [ Google Scholar ]
Evans TM, Bira L, Gastelum JB, Weiss LT, & Vanderford NL (2018). Evidence for a Mental Health Crisis in Graduate Education . Nature Biotechnology , 36 ( 3 ), 282–284. doi: 10.1038/nbt.4089 [ PubMed ] [ CrossRef ] [ Google Scholar ]
Frank DJ (2018). How to Write a Research Manuscript . Current Protocols Essential Laboratory Techniques , 16 ( 1 ), e20. doi: 10.1002/cpet.20 [ CrossRef ] [ Google Scholar ]
Goodman SN, Fanelli D, & Ioannidis JPA (2016). What Does Research Reproducibility Mean? Science Translational Medicine , 8 ( 341 ), 341ps312. doi: 10.1126/scitranslmed.aaf5027 [ PubMed ] [ CrossRef ] [ Google Scholar ]
Grudniewicz A, Moher D, Cobey KD, Bryson GL, Cukier S, Allen K, … Lalu MM (2019). Predatory journals: no definition, no defence . Nature , 576 ( 7786 ), 210–212. doi: 10.1038/d41586-019-03759-y [ PubMed ] [ CrossRef ] [ Google Scholar ]
Head ML, Holman L, Lanfear R, Kahn AT, & Jennions MD (2015). The Extent and Consequences of P-Hacking in Science . PLoS Biology , 13 ( 3 ), e1002106. doi: 10.1371/journal.pbio.1002106 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Hofstra B, Kulkarni VV, Munoz-Najar Galvez S, He B, Jurafsky D, & McFarland DA (2020). The Diversity–Innovation Paradox in Science . Proceedings of the National Academy of Sciences , 117 ( 17 ), 9284. doi: 10.1073/pnas.1915378117 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
International Committee of Medical Journal Editors. (2020). Defining the Role of Authors and Contributors . Retrieved from http://www.icmje.org/recommendations/browse/roles-and-responsibilities/defining-the-role-of-authors-and-contributors.html
Keith-Spiegel P, Sieber J, & Koocher GP (2010). Responding to Research Wrongdoing: A User-Friendly Guide . Retrieved from http://users.neo.registeredsite.com/1/4/0/20883041/assets/RRW_11-10.pdf
McIntosh T, Antes AL, & DuBois JM (2020). Navigating Complex, Ethical Problems in Professional Life: A Guide to Teaching SMART Strategies for Decision-Making . Journal of Academic Ethics . doi: 10.1007/s10805-020-09369-y [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Meyers LC, Brown AM, Moneta-Koehler L, & Chalkley R (2018). Survey of Checkpoints along the Pathway to Diverse Biomedical Research Faculty . PloS One , 13 ( 1 ), e0190606–e0190606. doi: 10.1371/journal.pone.0190606 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Munafò MR, Nosek BA, Bishop DVM, Button KS, Chambers CD, Percie du Sert N, … Ioannidis JPA (2017). A manifesto for reproducible science . Nature Human Behaviour , 1 ( 1 ), 0021. doi: 10.1038/s41562-016-0021 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
National Academies of Science. (2009). On Being a Scientist: A Guide to Responsible Conduct in Research . Washington DC: National Academics Press. [ PubMed ] [ Google Scholar ]
National Academies of Sciences Engineering and Medicine. (2017). Fostering Integrity in Research . Washington, DC: The National Academies Press [ PubMed ] [ Google Scholar ]
National Academies of Sciences Engineering and Medicine. (2018a). An American Crisis: The Growing Absence of Black Men in Medicine and Science: Proceedings of a Joint Workshop . Washington, DC: The National Academies Press. [ PubMed ] [ Google Scholar ]
National Academies of Sciences Engineering and Medicine. (2018b). Sexual harassment of women: climate, culture, and consequences in academic sciences, engineering, and medicine : National Academies Press. [ PubMed ] [ Google Scholar ]
National Institutes of Health. (2009). Update on the Requirement for Instruction in the Responsible Conduct of Research . NOT-OD-10-019 . Retrieved from https://grants.nih.gov/grants/guide/notice-files/NOT-OD-10-019.html
National Science Foundation. (2017). Important Notice No. 140 Training in Responsible Conduct of Research – A Reminder of the NSF Requirement . Retrieved from https://www.nsf.gov/pubs/issuances/in140.jsp
No Place for Bullies in Science. (2018). Nature , 559 ( 7713 ), 151. doi: 10.1038/d41586-018-05683-z [ PubMed ] [ CrossRef ] [ Google Scholar ]
Norris D, Dirnagl U, Zigmond MJ, Thompson-Peer K, & Chow TT (2018). Health Tips for Research Groups . Nature , 557 , 302–304. doi: 10.1038/d41586-018-05146-5 [ PubMed ] [ CrossRef ] [ Google Scholar ]
Nosek BA, Alter G, Banks GC, Borsboom D, Bowman SD, Breckler SJ, … Yarkoni T (2015). Scientific Standards . Promoting an Open Research Culture. Science , 348 ( 6242 ), 1422–1425. doi: 10.1126/science.aab2374 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Nuzzo R (2015). How Scientists Fool Themselves - and How They Can Stop . Nature , 526 , 182–185. [ PubMed ] [ Google Scholar ]
O’Connor A (2018). More Evidence that Nutrition Studies Don’t Always Add Up . The New York Times. Retrieved from https://www.nytimes.com/2018/09/29/sunday-review/cornell-food-scientist-wansink-misconduct.html [ Google Scholar ]
Park A (2012). Great Science Frauds . Time. Retrieved from https://healthland.time.com/2012/01/13/great-science-frauds/slide/the-baltimore-case/ [ Google Scholar ]
Plemmons DK, Baranski EN, Harp K, Lo DD, Soderberg CK, Errington TM, … Esterling KM (2020). A Randomized Trial of a Lab-embedded Discourse Intervention to Improve Research Ethics . Proceedings of the National Academy of Sciences , 117 ( 3 ), 1389. doi: 10.1073/pnas.1917848117 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Research Institutions Must Put the Health of Labs First. (2018). Nature , 557 ( 7705 ), 279–280. doi: 10.1038/d41586-018-05159-0 [ PubMed ] [ CrossRef ] [ Google Scholar ]
Research Integrity is Much More Than Misconduct . (2019). ( 570 ). doi: 10.1038/d41586-019-01727-0 [ PubMed ] [ CrossRef ] [ Google Scholar ]
Resnik DB (2011). Scientific Research and the Public Trust . Science and Engineering Ethics , 17 ( 3 ), 399–409. doi: 10.1007/s11948-010-9210-x [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Roper RL (2019). Does Gender Bias Still Affect Women in Science? Microbiology and Molecular Biology Reviews , 83 ( 3 ), e00018–00019. doi: 10.1128/MMBR.00018-19 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]
Shamoo AE, & Resnik DB (2015). Responsible Conduct of Research (3rd ed.). New York: Oxford University Press. [ Google Scholar ]
Steneck NH (2007). ORI Introduction to the Responsible Conduct of Research (Updated ed.). Washington, D.C.: U.S. Government Printing Office. [ Google Scholar ]
Winchester C (2018). Give Every Paper a Read for Reproducibility . Nature , 557 , 281. doi: 10.1038/d41586-018-05140-x [ PubMed ] [ CrossRef ] [ Google Scholar ]

PRO Courses Guides New Tech Help Pro Expert Videos About wikiHow Pro Upgrade Sign In
EDIT Edit this Article
EXPLORE Tech Help Pro About Us Random Article Quizzes Request a New Article Community Dashboard This Or That Game Popular Categories Arts and Entertainment Artwork Books Movies Computers and Electronics Computers Phone Skills Technology Hacks Health Men's Health Mental Health Women's Health Relationships Dating Love Relationship Issues Hobbies and Crafts Crafts Drawing Games Education & Communication Communication Skills Personal Development Studying Personal Care and Style Fashion Hair Care Personal Hygiene Youth Personal Care School Stuff Dating All Categories Arts and Entertainment Finance and Business Home and Garden Relationship Quizzes Cars & Other Vehicles Food and Entertaining Personal Care and Style Sports and Fitness Computers and Electronics Health Pets and Animals Travel Education & Communication Hobbies and Crafts Philosophy and Religion Work World Family Life Holidays and Traditions Relationships Youth
Browse Articles
Learn Something New
Quizzes Hot
This Or That Game New
Train Your Brain
Explore More
Support wikiHow
About wikiHow
Log in / Sign up
Education and Communications

How to Conduct Research

Last Updated: January 16, 2024 Fact Checked

This article was co-authored by Matthew Snipp, PhD . C. Matthew Snipp is the Burnet C. and Mildred Finley Wohlford Professor of Humanities and Sciences in the Department of Sociology at Stanford University. He is also the Director for the Institute for Research in the Social Science’s Secure Data Center. He has been a Research Fellow at the U.S. Bureau of the Census and a Fellow at the Center for Advanced Study in the Behavioral Sciences. He has published 3 books and over 70 articles and book chapters on demography, economic development, poverty and unemployment. He is also currently serving on the National Institute of Child Health and Development’s Population Science Subcommittee. He holds a Ph.D. in Sociology from the University of Wisconsin—Madison. There are 14 references cited in this article, which can be found at the bottom of the page. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 57,939 times.

Learning to search effectively for sources of information online and at the library doesn't have to be complicated. By learning to form effective research questions, plan out your venture, and explore the options available, you can get started using good sources to explore and support a position with research. See Step 1 for more information.

Forming a Research Question

Step 1 Learn about the different kinds of research you can conduct.

The topic of obesity in the US might be too large. Look at your own community, state, or region. What are the statistics? How does it compare to other regions? What might account for this? Why? If you're asking and answering these questions, you're well on your way to a solid research topic.
Issues of fact don't make good research topics, because there's nothing to research, there's just a fact to look up. A good research question, for instance, wouldn't be "How many people have died from obesity?" but "How does obesity kill?"

Step 4 Ask a probing question you hope to explore with research.

"What policies and attitudes resulted in the sudden rise in obesity in Indiana during the mid-90s?" would be an excellent research topic. It's specific in terms of location, controversy, and topic. It's something you can prove.

Step 5 Let the research guide your argument, not the other way around.

Exploring Online

Step 1 Use the Internet for exploratory research.

Government websites (ones that end in .gov) are good sources of data and definitions. The Center for Disease Control and Prevention site, for instance, has lots of good data about obesity in the US, how the disease affects specific populations, and a breakdown of obesity by region.
Non-profits (websites that end in .org) can also be good sources of opinions. Generally, organizations will have an "agenda" and will present a variety of information that backs up their position. This can be good in aiding your research, but can also feature a fair amount of spin on the issues.
Blogs and message boards can be good for getting a sense of people's opinions and are good for coming up with ideas for questions you can ask yourself, but they're not good sources of support. They're not good for quotes, in other words.

Step 2 Use the Internet to define terms quickly.

Using the Library

Bring your research question and any research you've done to this point, as well as any particular assignments or project descriptions that you've got with you. If you're doing research for a paper, bring the assignment sheet.
Ask at the front desk for research librarians who are on-call for student consultations, or make an appointment yourself with a topic librarian in a specific field. These meetings tend to be very beneficial. You won't waste time trying to negotiate the difficult library databases, and you'll be sure the kind of information you find will be helpful for your project.

Step 2 Research books, magazines, and databases of information.

Books obviously make for good overviews of topics. If you're researching obesity, you'll be able to find long-range research studies, expert analysis, and opinions on books in the subject.
Magazines and research journals will provide more specialized and technical topics, usually at a somewhat shorter length. They're be lighter on opinion and heavier on dry statistics.
Most university libraries use JSTOR or some variant of an academic database that houses research articles by topic. It can be a somewhat difficult database to negotiate, so talk to a librarian for help if you're unsure.

"obesity" "school lunch"
"school lunch"
"junk food in schools"
"Indiana obesity"
"Indiana school lunches"
"weight epidemic"
"obesity epidemic"

Read the abstract, if the source has one, or read the introduction to the source to make sure the topic is applicable. If it seems peripheral, put it back and forget about it. You're not doing research to pad your bibliography, you're doing it to support your argument and explore the topic.
If you find a good source, skip forward to the end and read the summary. Much of the "meat" of technical research-based sources will be spent presenting their own research, whereas you're mostly concerned with the findings and the argument itself. Often, you can get away with only reading a few paragraphs of a 15 or 20 page research report or book if you read smart.
If the source provides excellent support, read the article more closely to get a sense of the argument and the evidence. Use the author's own research to look for more sources.

Step 5 Take good notes so you'll be able to find information later.

Take note cards to the library and write down specific quotes on one side of the card and the bibliographical information (Title, author, publication info, and URL if applicable) on the other side of the card.

Step 6 Don't overwhelm yourself with sources.

Some students think more sources makes a research paper better. It doesn't. Ideally, you want a balance of "their" voice--meaning the research--and your voice, your argument. A good research project uses the research to form and support an argument, not to act like a ventriloquist dummy, repeating information you read at length.

Conducting Primary Research

Step 1 Perform primary research for local or subjective subjects, if the project calls for it.

Be conscious of bias. Aim for a somewhat distributed mix of men and women, of different ages, socioeconomic backgrounds, and places of birth.

Step 3 Decide how you'll collect your data.

If you're interested in food habits and the availability of junk food in cafeterias, consider posting up beside the lunch line a few days a week and counting the number of students who forego the full lunches in favor of deserts, sodas, or candy. Keep a running tally.
Interviews might be good if you have access to experts or other parties involved directly in the topic you're researching. If you want to learn about school lunches, talk to the lunch workers, the principal of your school, or other people who may be involved. Let them know what you're researching and explain the project before talking to them.

If your hypothesis about the research ends up being wrong, don't fret. This in and of itself can be a good source of information to present in a project, displaying your commitment to finding out "the truth" of the topic at hand.

Organizing Your Research

A bad thesis statement might be "Schools need to do more to avoid obesity." This is vague and difficult to prove. What schools? What do they need to do? "Adams High School could significantly drop the obesity rate in the student body and even the region by removing the vending machines and offering a diversity of healthy choices" does a lot more to present an argument and give you something to prove.

Step 3 Learn to paraphrase and quote effectively.

According to Adams, schools that feature vending machines in the lunch rooms experience an increase in obesity rates.
According to Adams, "The inclusion of vending machines markedly increases the junk food desires of students in those schools, resulting in a chain reaction that rewards their bad choices."
Learn to recognize and avoid plagiarism . It can happen accidentally, so you need to learn to recognize the ways in which it occurs and avoid it.

Chicago Style
↑ Matthew Snipp, PhD. Research Fellow, U.S. Bureau of the Census. Expert Interview. 26 March 2020.
↑ https://www.uoguelph.ca/hftm/exploratory-research
↑ https://www.indeed.com/career-advice/career-development/probing-questions
↑ https://advice.writing.utoronto.ca/researching/research-using-internet/
↑ https://libguides.usc.edu/education/researchmaterials
↑ https://www.library.illinois.edu/ask-us/find-research-materials/
↑ https://owl.purdue.edu/owl/research_and_citation/conducting_research/conducting_primary_research/index.html
↑ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6970301/
↑ https://www.ohrc.on.ca/en/count-me-collecting-human-rights-based-data/6-what-involved-collecting-data-%E2%80%93-six-steps-success
↑ http://ctb.ku.edu/en/table-of-contents/advocacy/advocacy-research/overview/main
↑ https://owl.purdue.edu/owl/general_writing/the_writing_process/thesis_statement_tips.html
↑ https://owl.purdue.edu/owl/research_and_citation/using_research/quoting_paraphrasing_and_summarizing/index.html
↑ https://ohiostate.pressbooks.pub/choosingsources/chapter/why-cite/
↑ https://pitt.libguides.com/citationhelp

Expert Q&A

About This Article

Medical Disclaimer

The content of this article is not intended to be a substitute for professional medical advice, examination, diagnosis, or treatment. You should always contact your doctor or other qualified healthcare professional before starting, changing, or stopping any kind of health treatment.

Reader Success Stories

Ndaba Thabiso

Sep 15, 2022

Did this article help you?

Featured Articles

20 Ways to Make Any Guy Obsessed with You

Watch Articles

Terms of Use
Privacy Policy
Do Not Sell or Share My Info
Not Selling Info

Get all the best how-tos!

Have a language expert improve your writing

Run a free plagiarism check in 10 minutes, generate accurate citations for free.

Knowledge Base
Dissertation
What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

Published on August 25, 2022 by Shona McCombes and Tegan George. Revised on November 20, 2023.

Your research methodology discusses and explains the data collection and analysis methods you used in your research. A key part of your thesis, dissertation , or research paper , the methodology chapter explains what you did and how you did it, allowing readers to evaluate the reliability and validity of your research and your dissertation topic .

It should include:

The type of research you conducted
How you collected and analyzed your data
Any tools or materials you used in the research
How you mitigated or avoided research biases
Why you chose these methods
Your methodology section should generally be written in the past tense .
Academic style guides in your field may provide detailed guidelines on what to include for different types of studies.
Your citation style might provide guidelines for your methodology section (e.g., an APA Style methods section ).

Instantly correct all language mistakes in your text

Upload your document to correct all your mistakes in minutes

How to write a research methodology, why is a methods section important, step 1: explain your methodological approach, step 2: describe your data collection methods, step 3: describe your analysis method, step 4: evaluate and justify the methodological choices you made, tips for writing a strong methodology chapter, other interesting articles, frequently asked questions about methodology.

The only proofreading tool specialized in correcting academic writing - try for free!

The academic proofreading tool has been trained on 1000s of academic texts and by native English editors. Making it the most accurate and reliable proofreading tool for students.

Try for free

Your methods section is your opportunity to share how you conducted your research and why you chose the methods you chose. It’s also the place to show that your research was rigorously conducted and can be replicated .

It gives your research legitimacy and situates it within your field, and also gives your readers a place to refer to if they have any questions or critiques in other sections.

You can start by introducing your overall approach to your research. You have two options here.

Option 1: Start with your “what”

What research problem or question did you investigate?

Aim to describe the characteristics of something?
Explore an under-researched topic?
Establish a causal relationship?

And what type of data did you need to achieve this aim?

Quantitative data , qualitative data , or a mix of both?
Primary data collected yourself, or secondary data collected by someone else?
Experimental data gathered by controlling and manipulating variables, or descriptive data gathered via observations?

Option 2: Start with your “why”

Depending on your discipline, you can also start with a discussion of the rationale and assumptions underpinning your methodology. In other words, why did you choose these methods for your study?

Why is this the best way to answer your research question?
Is this a standard methodology in your field, or does it require justification?
Were there any ethical considerations involved in your choices?
What are the criteria for validity and reliability in this type of research ? How did you prevent bias from affecting your data?

Once you have introduced your reader to your methodological approach, you should share full details about your data collection methods .

Quantitative methods

In order to be considered generalizable, you should describe quantitative research methods in enough detail for another researcher to replicate your study.

Here, explain how you operationalized your concepts and measured your variables. Discuss your sampling method or inclusion and exclusion criteria , as well as any tools, procedures, and materials you used to gather your data.

Surveys Describe where, when, and how the survey was conducted.

How did you design the questionnaire?
What form did your questions take (e.g., multiple choice, Likert scale )?
Were your surveys conducted in-person or virtually?
What sampling method did you use to select participants?
What was your sample size and response rate?

Experiments Share full details of the tools, techniques, and procedures you used to conduct your experiment.

How did you design the experiment ?
How did you recruit participants?
How did you manipulate and measure the variables ?
What tools did you use?

Existing data Explain how you gathered and selected the material (such as datasets or archival data) that you used in your analysis.

Where did you source the material?
How was the data originally produced?
What criteria did you use to select material (e.g., date range)?

The survey consisted of 5 multiple-choice questions and 10 questions measured on a 7-point Likert scale.

The goal was to collect survey responses from 350 customers visiting the fitness apparel company’s brick-and-mortar location in Boston on July 4–8, 2022, between 11:00 and 15:00.

Here, a customer was defined as a person who had purchased a product from the company on the day they took the survey. Participants were given 5 minutes to fill in the survey anonymously. In total, 408 customers responded, but not all surveys were fully completed. Due to this, 371 survey results were included in the analysis.

Information bias
Omitted variable bias
Regression to the mean
Survivorship bias
Undercoverage bias
Sampling bias

Qualitative methods

In qualitative research , methods are often more flexible and subjective. For this reason, it’s crucial to robustly explain the methodology choices you made.

Be sure to discuss the criteria you used to select your data, the context in which your research was conducted, and the role you played in collecting your data (e.g., were you an active participant, or a passive observer?)

Interviews or focus groups Describe where, when, and how the interviews were conducted.

How did you find and select participants?
How many participants took part?
What form did the interviews take ( structured , semi-structured , or unstructured )?
How long were the interviews?
How were they recorded?

Participant observation Describe where, when, and how you conducted the observation or ethnography .

What group or community did you observe? How long did you spend there?
How did you gain access to this group? What role did you play in the community?
How long did you spend conducting the research? Where was it located?
How did you record your data (e.g., audiovisual recordings, note-taking)?

Existing data Explain how you selected case study materials for your analysis.

What type of materials did you analyze?
How did you select them?

In order to gain better insight into possibilities for future improvement of the fitness store’s product range, semi-structured interviews were conducted with 8 returning customers.

Here, a returning customer was defined as someone who usually bought products at least twice a week from the store.

Surveys were used to select participants. Interviews were conducted in a small office next to the cash register and lasted approximately 20 minutes each. Answers were recorded by note-taking, and seven interviews were also filmed with consent. One interviewee preferred not to be filmed.

The Hawthorne effect
Observer bias
The placebo effect
Response bias and Nonresponse bias
The Pygmalion effect
Recall bias
Social desirability bias
Self-selection bias

Mixed methods

Mixed methods research combines quantitative and qualitative approaches. If a standalone quantitative or qualitative study is insufficient to answer your research question, mixed methods may be a good fit for you.

Mixed methods are less common than standalone analyses, largely because they require a great deal of effort to pull off successfully. If you choose to pursue mixed methods, it’s especially important to robustly justify your methods.

Prevent plagiarism. Run a free check.

Next, you should indicate how you processed and analyzed your data. Avoid going into too much detail: you should not start introducing or discussing any of your results at this stage.

In quantitative research , your analysis will be based on numbers. In your methods section, you can include:

How you prepared the data before analyzing it (e.g., checking for missing data , removing outliers , transforming variables)
Which software you used (e.g., SPSS, Stata or R)
Which statistical tests you used (e.g., two-tailed t test , simple linear regression )

In qualitative research, your analysis will be based on language, images, and observations (often involving some form of textual analysis ).

Specific methods might include:

Content analysis : Categorizing and discussing the meaning of words, phrases and sentences
Thematic analysis : Coding and closely examining the data to identify broad themes and patterns
Discourse analysis : Studying communication and meaning in relation to their social context

Mixed methods combine the above two research methods, integrating both qualitative and quantitative approaches into one coherent analytical process.

Above all, your methodology section should clearly make the case for why you chose the methods you did. This is especially true if you did not take the most standard approach to your topic. In this case, discuss why other methods were not suitable for your objectives, and show how this approach contributes new knowledge or understanding.

In any case, it should be overwhelmingly clear to your reader that you set yourself up for success in terms of your methodology’s design. Show how your methods should lead to results that are valid and reliable, while leaving the analysis of the meaning, importance, and relevance of your results for your discussion section .

Quantitative: Lab-based experiments cannot always accurately simulate real-life situations and behaviors, but they are effective for testing causal relationships between variables .
Qualitative: Unstructured interviews usually produce results that cannot be generalized beyond the sample group , but they provide a more in-depth understanding of participants’ perceptions, motivations, and emotions.
Mixed methods: Despite issues systematically comparing differing types of data, a solely quantitative study would not sufficiently incorporate the lived experience of each participant, while a solely qualitative study would be insufficiently generalizable.

Remember that your aim is not just to describe your methods, but to show how and why you applied them. Again, it’s critical to demonstrate that your research was rigorously conducted and can be replicated.

1. Focus on your objectives and research questions

The methodology section should clearly show why your methods suit your objectives and convince the reader that you chose the best possible approach to answering your problem statement and research questions .

2. Cite relevant sources

Your methodology can be strengthened by referencing existing research in your field. This can help you to:

Show that you followed established practice for your type of research
Discuss how you decided on your approach by evaluating existing research
Present a novel methodological approach to address a gap in the literature

3. Write for your audience

Consider how much information you need to give, and avoid getting too lengthy. If you are using methods that are standard for your discipline, you probably don’t need to give a lot of background or justification.

Regardless, your methodology should be a clear, well-structured text that makes an argument for your approach, not just a list of technical details and procedures.

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

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

Methodology

Cluster sampling
Stratified sampling
Thematic analysis
Cohort study
Peer review
Ethnography

Research bias

Implicit bias
Cognitive bias
Conformity bias
Hawthorne effect
Availability heuristic
Attrition bias

Methodology refers to the overarching strategy and rationale of your research project . It involves studying the methods used in your field and the theories or principles behind them, in order to develop an approach that matches your objectives.

Methods are the specific tools and procedures you use to collect and analyze data (for example, experiments, surveys , and statistical tests ).

In shorter scientific papers, where the aim is to report the findings of a specific study, you might simply describe what you did in a methods section .

In a longer or more complex research project, such as a thesis or dissertation , you will probably include a methodology section , where you explain your approach to answering the research questions and cite relevant sources to support your choice of methods.

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

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

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

Reliability and validity are both about how well a method measures something:

Reliability refers to the consistency of a measure (whether the results can be reproduced under the same conditions).
Validity refers to the accuracy of a measure (whether the results really do represent what they are supposed to measure).

If you are doing experimental research, you also have to consider the internal and external validity of your experiment.

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

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

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the “Cite this Scribbr article” button to automatically add the citation to our free Citation Generator.

McCombes, S. & George, T. (2023, November 20). What Is a Research Methodology? | Steps & Tips. Scribbr. Retrieved April 9, 2024, from https://www.scribbr.com/dissertation/methodology/

Is this article helpful?

Shona McCombes

Other students also liked, what is a theoretical framework | guide to organizing, what is a research design | types, guide & examples, qualitative vs. quantitative research | differences, examples & methods, unlimited academic ai-proofreading.

✔ Document error-free in 5minutes ✔ Unlimited document corrections ✔ Specialized in correcting academic texts

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

Engaging With Research

Strategies for Conducting Research

In the 21st century, we have more information and knowledge instantaneously at our fingertips than could have been imagined 100, 50, or even 30 years ago. Figuring out how to wade through all of that information can be daunting. Research is one way we can we can make sense of and discuss all the information available to us. Research is the basis for strong and persuasive communication because it helps us understand what others have said, done, and written about a particular topic or issue.

What is research?

Research begins with questions. Before you begin to find sources, you must determine what your already know and what you hope to learn. Do you want first-person reflections and commentary? Statistics and facts? News reports? Scientific analyses? History?

For example, if you are interested in a recent piece of legislation then you would want to locate the full-text of the bill as well as commentary about the legislation from reliable news organizations such as The Wall Street Journal or The New York Times . If you are interested in statistics about the U.S. population, you might go to the U.S. Census Bureau or the Pew Research Center. Perhaps you are interested in the experiences of veterans returning from active duty. In this case you may turn to blogs or op-eds written by vets, official U.S. military records from agencies such as the Department of Defense, Department of Veterans’ Affairs, or organizations such as the RAND Corporation.

Primary v. Secondary Research

There are two basic kinds of research—primary and secondary. Often, primary and secondary research are used together.

Primary research is often first-person accounts and can be useful when you are researching a local issue that may not have been addressed previously and/or have little published research available. You may also use primary research to supplement, confirm, or challenge national or regional trends with local information. Primary research can include:

Questionnaires
Observations and analysis
Ethnography (the study and description of people, cultures, and customs)

Secondary research is what many students are most familiar with as it is generally requires searching libraries and other research institutions’ holdings. Secondary research requires that you read others’ published studies and research in order to learn more about your topic, determine what others have written and said, and then develop a conclusion about your ideas on the topic, in light of what others have done and said. Some examples of source types that might be used in secondary research include:

Academic, scientific, and technical journal articles
Governmental reports
Raw data and statistics
Trade and professional organization data

Primary and secondary research often work together to develop persuasive arguments. Let’s say, for example, you are interested in using STEM knowledge to improve the quality of life for the homeless population in Columbus, Ohio. The most successful project would use both secondary and primary research. First, the secondary research will help establish best or common practices, trends, statistics, and current research about homelessness both broadly in the U.S. and state, and more narrowly in the county and city.

Your brainstorming would likely lead to questions regarding the following:

The major issues facing homelessness and combating homelessness in the U.S.
The homeless population and demographics for Columbus, Ohio
Services currently available for the homeless in Columbus
Services available in other cities and the state

The above information would likely be available through secondary research sources. Useful information would likely be available through city and state government agencies such as U.S. Department of Health and Human Services or the U.S. Department of Housing and Urban Development ; local and national homeless advocacy groups such as the Coalition on Homelessness and Housing in Ohio , Columbus Coalition for the Homeless , National Alliance to End Homelessness , and the National Coalition for the Homeless . You would also need to search relevant research databases (discussed in the Where Do I Look? section) in subject areas such as engineering, sociology and social work, and government documents.

Second, primary research, such as interviews or surveys can provide more in-depth and local bent to the numbers and details provided in secondary sources. Some examples of groups to interview or survey include local homeless advocates; shelter and outreach employees and volunteers; people currently or previously experiencing homelessness, such as the vendors or writers for the street newspaper Street Speech ; researchers or university-affiliated groups, such as OSU’s STAR House , that conducts, compiles, and applies research on homelessness.

Often, the strongest research blends primary and secondary research.

Where do I begin?

Research is about questions. In the beginning the questions are focused on helping you determine a topic and types of information and sources; later in the research process, the questions are focused on expanding and supporting your ideas and claims as well as helping you stay focused on the specific rhetorical situation of your project.

Questions to get started

What is my timeline for the project? You will likely want to set personal deadlines in addition to your instructor’s deadlines.
What do I want to know or learn about? This helps you determine scope or the limits of your research. If you’re writing a dissertation or thesis, then your scope will generally be larger because those types of projects are often 100+ pages. For a term paper, the scope will be more narrow. For example, if you’re interested in NASA funding and research, you may limit yourself to the past 10-15 years because NASA because NASA has been around for nearly 60 years. Further, you may limit your focus to research that has transitioned into technologies or resources used outside of NASA and the space program.
What do I already know about this topic?
What biases might I have about this topic? How might I combat these biases?

Questions to determine methodology

Where might I find useful, reliable information about this topic? For academic research, you will generally focus on library, technical, scientific, and governmental resources. It is fine if you are not quite sure exactly where you should look; your instructor should be able to help you determine some places that would be appropriate.
Will I need to perform primary research, secondary research, or both?

Next you will have to develop a research question . By this point you should have a general idea of your topic and some general ideas of where you might find this information.

Research Questions

Research questions generally form the basis for your project’s thesis. Research questions are not about facts, but are about opinions, ideas, or concerns.

Which of these is a research question?

What is NASA’s budget for 2016?
What is the impact of NASA’s budget on scientific breakthroughs and contributions to non-space-related fields?

The former can be answered quickly and easily (NASA’s 2016 budget was about $19.3 billion), but the latter requires detailed analysis of multiple sources and considerations of various opinions and facts.

Once you have developed your research question(s), you are ready to begin searching for answers.

Where do I look?

In the 21st century, we generally turn to the internet when we have a question. For technical, scientific, and academic research, we can still turn to the internet, but where we visit changes. We will discuss a few different places where you can perform research including Google, Google Scholar, and your university library website.

Google and Google Scholar

The default research site for most students tends to be Google. Google can be a great starting place for a variety of research. You can use Google to find news articles and other popular sources such as magazine articles and blog posts. You can use Google to discover keywords, alternative terms, and relevant professional, for-profit, and non-profits business and organizations. The most important thing to remember about using Google is that search results are organized by popularity, not by accuracy. Further, because Google customizes search results based on a user’s search history, searches performed by different people or on different browsers may provide slightly different results.

For many technical, scientific, and scholarly topics, Google will not provide access to the appropriate and necessary types of sources and information. Google Scholar, however, searches only academic and scientific journals, books, patents, and governmental and legal documents. This means the results will be more technical and scholarly and therefore more appropriate for much of the research you will be expected to perform as a student. Though Google Scholar will show academic and technical results, that does not mean that you will have access to the full-text documents. Many of the sources that appear on Google Scholar are from databases, publishers, or libraries, which means that they are often behind paywalls or password-protected. In many cases, this means you will have to turn to a university or other library for access.

University Libraries

Library resources such as databases, peer-reviewed journals, and books are generally the best bet for accurate and more technical information. A Google search might yield millions and millions of results and a Google Scholar search may yield tens or hundreds of thousands of results, but a library search will generally turn up only a couple thousands, hundreds, or even dozens of results. You may think, “Isn’t fewer results a bad thing? Doesn’t that mean limiting the possibilities for the project?” The quick answers are yes, fewer results means fewer options for your project, but no, this does not mean using the library limits the possibilities for a project.

Overall, library resources are more tightly controlled and vetted. Anyone can create a blog or website and post information, regardless of the accuracy or usefulness of the information. Library resources, in contrast, have generally gone through rigorous processes and revisions before publication. For example, academic and scientific journals have a review system in place—whether a peer-review process or an editorial board—both feature panels of people with expertise in the areas under consideration. Publishers for books also feature editorial boards who determine the usefulness and accuracy of information. Of course, this does not mean that every peer-reviewed journal article or book is 100% accurate and useful all of the time. Biases still exist, and many commonly accepted facts change over time with more research and analysis. Overall the process for these types of publications require that multiple people read and comment on the work, providing some checks and balances that are not present for general internet sources.

So what are common types of library sources?

Databases: databases are specialized search service that provide access to sources such as academic and scientific journals, newspapers, and magazines. An example of a database would be Academic Search Complete.
Journals: journals are specialized publications focused on an often narrow topic or field. For example, Computers & Composition is a peer-reviewed journal focused on the intersection of computers, technology, and composition (i.e. writing) classrooms. Another example is the Journal of Bioengineering & Biomedical Science.
Books: also called monographs, books generally cover topics in more depth than can be done in a journal article. Sometimes books will contain contributions from multiple authors, with each chapter authored separately.
Various media: depending on the library, you may have access to a range of media, including documentries, videos, audio recordings, and more. Some libraries offer streaming media that you can watch directly on the library website without having to download any files.

How do I perform a search?

Research is not a linear process. Research requires a back and forth between sources, your ideas and analysis, and the rhetorical situation for your research.

The research process is a bit like an eye exam. The doctor makes a best guess for the most appropriate lens strength, and then adjusts the lenses from there. Sometimes the first option is the best and most appropriate; sometimes it takes a few tries with several different options before finding the best one for you and your situation.

Once you decide on a general topic, you will need to determine keywords that you can use to search different resources.

Let’s say you read an article about how four Mexican immigrants and their cheap robot beat MIT in a robotics competition , and now you are interested in the topic of immigration and STEM education or employment. After reading the article, you decide on some terms:

Illegal aliens

It is important to have a wide range of keywords because not all terms will result in the same information. Developing a list of keywords can be aided by a quick Google search. A Google search may reveal more official language or terms; broader or narrower terms and concepts; or related terms and concepts. You can also search for the term + synonym to find other words you might use. Keep in mind, a synonym search will not work for all terms. For technical and scientific topics, though, Google may not be a lot of help for finding other terms.

You can use a couple different tricks to narrow your search. Using quotation marks around two or more words means the search results will contain those words only in that specific order. For example, based on the exercise above, a search for “illegal aliens” would only provide results where these words appear in this exact order, with no words between them. A search for illegal aliens without the quotation marks will search for “illegal aliens” but also any sources that have the word illegal and alien anywhere in the text.

A Guide to Technical Communications: Strategies & Applications Copyright © 2016 by Lynn Hall & Leah Wahlin is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

Share This Book

IMAGES

Infographic: Steps in the Research Process
Eight steps to conducting a research study
[DIAGRAM] Diagram Of Steps To Follow When Planning A Research Project
How to Plan and Conduct a Research Project: 12 Simple Steps
Steps Of Research Process
How To Conduct An Effective Research For Your University Dissertation?

VIDEO

How to Conduct Research for Your Scientific Inquiry or Project?
How to conduct Research Project and write report. course codes. 8675/ 8681. science education
What is Research and Research Methods?
The First Thing To Do Before Starting Grant Research
How To Write A Journal Article Methods Section || The 3 step process to writing research methods
How To Write A Research Project Fast

COMMENTS

A Beginner's Guide to Starting the Research Process
Step 1: Choose your topic. First you have to come up with some ideas. Your thesis or dissertation topic can start out very broad. Think about the general area or field you're interested in—maybe you already have specific research interests based on classes you've taken, or maybe you had to consider your topic when applying to graduate school and writing a statement of purpose.
How to plan a research project
Planning a research project is essential no matter your academic level or field of study. There is no one 'best' way to design research, but there are certain guidelines that can be helpfully applied across disciplines. Orient yourself to knowledge-creation. Make the shift from being a consumer of information to being a producer of ...
Conducting Research: A Step-by-Step Guide
Steps to Conducting Research. It's essential to note that there are different types of research: Exploratory research identifies a problem or question.; Constructive research examines hypotheses and offers solutions.; Empirical research tests the feasibility of a solution using data.; That being said, the research process may differ based on the purpose of the project.
A Step-By-Step Guide to Approaching Complex Research Projects
Like a coach devising a roadmap for winning, having a guide for how to conduct research can completely reshape how you approach your projects and maximize your chance at achieving successful outcomes. ... we can choose the expected best solution given the constraints (which could include product, release dates, technological stack, etc ...
How to do a research project for your academic study
A successful research paper will present more than one point of view and the best way to do this is to not rely too heavily on just one author or publication. Conducting research For a research project, you will need to conduct primary research. This is the original research you will gather to further develop your research project.
Choosing & Using Sources: A Guide to Academic Research
Choosing & Using Sources presents a process for academic research and writing, from formulating your research question to selecting good information and using it effectively in your research assignments. Additional chapters cover understanding types of sources, searching for information, and avoiding plagiarism. Each chapter includes self-quizzes and activities to reinforce core concepts ...
Where to Begin
Writing Your Research Question. Writing your research topic as a question helps you focus your topic in a clear and concise way. It ensure that your topic is arguable. While not all research papers have to offer an explicit argument, many do. For the above example, you might phrase your research question like this: "How has radiation therapy ...
How to Conduct Effective Research: Tips and Tricks for Beginners
2. Develop a Research Plan. A roadmap is essential for effective research. Describe your strategy while considering the type of information you require, potential sources, and a rough time frame. You can effectively manage your time by taking this step, which will also give your research structure and keep you on track.
How to do a Research Project: 6 Steps
Step 1: Find the right supervisor. Step 2: Don't be shy, ask! Step 3: Select the right topic. Step 4: Keep your plan realistic. Step 5: Prepare a project timeline. Step 6: Write, write and write. 1. Find the right supervisor. My professor asked a faculty member to become my supervisor.
15 Steps to Good Research
Select the most appropriate investigative methods (surveys, interviews, experiments) and research tools (periodical indexes, databases, websites). Plan the research project. Retrieve information using a variety of methods (draw on a repertoire of skills). Refine the search strategy as necessary.
Ten simple rules for good research practice
We focused on practical guidelines for planning, conducting, and reporting of research. Others have aligned GRP with similar topics [100,101]. Even though we provide 10 simple rules, the word "simple" should not be taken lightly. Putting the rules into practice usually requires effort and time, especially at the beginning of a research project.
How to Plan and Conduct a Research Project: 12 Simple Steps
Let's have a brief and clear discussion on what we should do for achieving success in our research project. Well! For planning and conduction we have to go through following steps. Planning. 1. Topic selection. Many of us have a clear research topic of mind but some are also there who come up with various ideas.
2. Starting your research project
Brainstorm at least 4-5 topics of interest to you and pick the one you think is the most promising for a research project. For your chosen topic, outline what you currently know about the topic and your feelings towards the topic. Make sure you are able to be objective and fair in your research.
How to Conduct Responsible Research: A Guide for Graduate Students
Abstract. Researchers must conduct research responsibly for it to have an impact and to safeguard trust in science. Essential responsibilities of researchers include using rigorous, reproducible research methods, reporting findings in a trustworthy manner, and giving the researchers who contributed appropriate authorship credit.
How to Get Started With a Research Project: 12 Steps
Just be careful that you don't end up stuck with an idea you want to do, but are afraid to do because you know someone else did it before. 4. Think from all angles. If you have at least a little direction based on the project guidelines, take that basic direction and start turning it over and over in your mind.
How to Write a Research Paper
Develop a thesis statement. Create a research paper outline. Write a first draft of the research paper. Write the introduction. Write a compelling body of text. Write the conclusion. The second draft. The revision process. Research paper checklist.
How to Improve Your Research Skills: 6 Research Tips
Here are a few research practices and tips to help you hone your research and writing skills: 1. Start broad, then dive into the specifics. Researching is a big task, so it can be overwhelming to know where to start—there's nothing wrong with a basic internet search to get you started. Online resources like Google and Wikipedia, while not ...
How to Conduct Academic Research (with Pictures)
2. Review the credentials of the author or producer of the source. In most cases, the author of a source you're using for academic research will be a professor in the field. If they aren't a professor, look at their background and experience to determine whether they should be considered an expert.
How to Conduct Research: Collecting & Organizing Facts
4. Gather your research. Once you've picked a method of collection, distribute your surveys, observe your behaviors, or conduct your interviews and collect your research. Analyze the research and summarize your findings in a way that you'll be able to use it for your research.
What Is a Research Methodology?
Step 1: Explain your methodological approach. Step 2: Describe your data collection methods. Step 3: Describe your analysis method. Step 4: Evaluate and justify the methodological choices you made. Tips for writing a strong methodology chapter. Other interesting articles.
Strategies for Conducting Research
Research is not a linear process. Research requires a back and forth between sources, your ideas and analysis, and the rhetorical situation for your research. The research process is a bit like an eye exam. The doctor makes a best guess for the most appropriate lens strength, and then adjusts the lenses from there.

How to plan a research project

Need to know

Key points – How to plan a research project

Links & books

Choosing & Using Sources: A Guide to Academic Research

Formats Available

Table of Contents

Ancillary Material

About the Contributors

Contribute to this Page

Research: Where to Begin

Welcome to the Purdue OWL

Choosing and Narrowing Your Research Topic

Writing Your Research Question

Knowing What Types of Sources You Need

Asking Productive Questions

What kind of information are you looking for?

Where do you need to look for your research?

How much information do you need?

How timely does your research need to be?

How to Conduct Effective Research: Tips and Tricks for Beginners

Share This Post:

15 Steps to Good Research

How to Plan and Conduct a Research Project: 12 Simple Steps

6 thoughts on “How to Plan and Conduct a Research Project: 12 Simple Steps”

Leave a Comment Cancel reply

2 2. Starting your research project

2.1 Choosing a research topic

Writing a working question

How do you feel about your topic?

What do you think about your topic?

Key Takeaways

2.2 Your research proposal

Student research proposals

Focusing your project

Exploration, description, and explanation

Exploratory research

Descriptive research

Explanatory research

Important things are more rewarding to do

2.3 Practical and ethical considerations

Access, consent, and ethical obligations

Gatekeepers

Stakeholders

Target population

Resources and scope

Knowledge, competence, and skills

2.4 Raw data

Using secondary data

Collecting your own raw data

2.5 Critical considerations

Whose knowledge is privileged?

Action research

Student projects can make a difference!

Share This Book

How to Conduct Responsible Research: A Guide for Graduate Students

Leonard B. Maggi, Jr.

INTRODUCTION

What is the responsible conduct of research?

What is research misconduct?

What shapes ethical behavior in the scientific workplace?

HOW TO DO REPRODUCIBLE SCIENCE

Utilize research protocols

2. Develop your own protocols

3. Handle mistakes or problems promptly

Document experiments in a lab notebook

2. Learn the note-keeping practices in your lab

3. Organize your lab notebook

4. Commit to doing it the right way

Handle data responsibly

2. Document all data

3. Backup your data

4. Perform data analysis honestly and competently

5. Master pressure to obtain favored results

6. Communicate about your data in the lab

Scenario 1 – The Protocol is Not Working

How should the graduate student start to solve the problem?

HOW TO BE A RESPONSIBLE AUTHOR

What are journal impact factors?

What are predatory journals?