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  • v.37(16); 2022 Apr 25

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A Practical Guide to Writing Quantitative and Qualitative Research Questions and Hypotheses in Scholarly Articles

Edward barroga.

1 Department of General Education, Graduate School of Nursing Science, St. Luke’s International University, Tokyo, Japan.

Glafera Janet Matanguihan

2 Department of Biological Sciences, Messiah University, Mechanicsburg, PA, USA.

The development of research questions and the subsequent hypotheses are prerequisites to defining the main research purpose and specific objectives of a study. Consequently, these objectives determine the study design and research outcome. The development of research questions is a process based on knowledge of current trends, cutting-edge studies, and technological advances in the research field. Excellent research questions are focused and require a comprehensive literature search and in-depth understanding of the problem being investigated. Initially, research questions may be written as descriptive questions which could be developed into inferential questions. These questions must be specific and concise to provide a clear foundation for developing hypotheses. Hypotheses are more formal predictions about the research outcomes. These specify the possible results that may or may not be expected regarding the relationship between groups. Thus, research questions and hypotheses clarify the main purpose and specific objectives of the study, which in turn dictate the design of the study, its direction, and outcome. Studies developed from good research questions and hypotheses will have trustworthy outcomes with wide-ranging social and health implications.

INTRODUCTION

Scientific research is usually initiated by posing evidenced-based research questions which are then explicitly restated as hypotheses. 1 , 2 The hypotheses provide directions to guide the study, solutions, explanations, and expected results. 3 , 4 Both research questions and hypotheses are essentially formulated based on conventional theories and real-world processes, which allow the inception of novel studies and the ethical testing of ideas. 5 , 6

It is crucial to have knowledge of both quantitative and qualitative research 2 as both types of research involve writing research questions and hypotheses. 7 However, these crucial elements of research are sometimes overlooked; if not overlooked, then framed without the forethought and meticulous attention it needs. Planning and careful consideration are needed when developing quantitative or qualitative research, particularly when conceptualizing research questions and hypotheses. 4

There is a continuing need to support researchers in the creation of innovative research questions and hypotheses, as well as for journal articles that carefully review these elements. 1 When research questions and hypotheses are not carefully thought of, unethical studies and poor outcomes usually ensue. Carefully formulated research questions and hypotheses define well-founded objectives, which in turn determine the appropriate design, course, and outcome of the study. This article then aims to discuss in detail the various aspects of crafting research questions and hypotheses, with the goal of guiding researchers as they develop their own. Examples from the authors and peer-reviewed scientific articles in the healthcare field are provided to illustrate key points.

DEFINITIONS AND RELATIONSHIP OF RESEARCH QUESTIONS AND HYPOTHESES

A research question is what a study aims to answer after data analysis and interpretation. The answer is written in length in the discussion section of the paper. Thus, the research question gives a preview of the different parts and variables of the study meant to address the problem posed in the research question. 1 An excellent research question clarifies the research writing while facilitating understanding of the research topic, objective, scope, and limitations of the study. 5

On the other hand, a research hypothesis is an educated statement of an expected outcome. This statement is based on background research and current knowledge. 8 , 9 The research hypothesis makes a specific prediction about a new phenomenon 10 or a formal statement on the expected relationship between an independent variable and a dependent variable. 3 , 11 It provides a tentative answer to the research question to be tested or explored. 4

Hypotheses employ reasoning to predict a theory-based outcome. 10 These can also be developed from theories by focusing on components of theories that have not yet been observed. 10 The validity of hypotheses is often based on the testability of the prediction made in a reproducible experiment. 8

Conversely, hypotheses can also be rephrased as research questions. Several hypotheses based on existing theories and knowledge may be needed to answer a research question. Developing ethical research questions and hypotheses creates a research design that has logical relationships among variables. These relationships serve as a solid foundation for the conduct of the study. 4 , 11 Haphazardly constructed research questions can result in poorly formulated hypotheses and improper study designs, leading to unreliable results. Thus, the formulations of relevant research questions and verifiable hypotheses are crucial when beginning research. 12

CHARACTERISTICS OF GOOD RESEARCH QUESTIONS AND HYPOTHESES

Excellent research questions are specific and focused. These integrate collective data and observations to confirm or refute the subsequent hypotheses. Well-constructed hypotheses are based on previous reports and verify the research context. These are realistic, in-depth, sufficiently complex, and reproducible. More importantly, these hypotheses can be addressed and tested. 13

There are several characteristics of well-developed hypotheses. Good hypotheses are 1) empirically testable 7 , 10 , 11 , 13 ; 2) backed by preliminary evidence 9 ; 3) testable by ethical research 7 , 9 ; 4) based on original ideas 9 ; 5) have evidenced-based logical reasoning 10 ; and 6) can be predicted. 11 Good hypotheses can infer ethical and positive implications, indicating the presence of a relationship or effect relevant to the research theme. 7 , 11 These are initially developed from a general theory and branch into specific hypotheses by deductive reasoning. In the absence of a theory to base the hypotheses, inductive reasoning based on specific observations or findings form more general hypotheses. 10

TYPES OF RESEARCH QUESTIONS AND HYPOTHESES

Research questions and hypotheses are developed according to the type of research, which can be broadly classified into quantitative and qualitative research. We provide a summary of the types of research questions and hypotheses under quantitative and qualitative research categories in Table 1 .

Quantitative research questionsQuantitative research hypotheses
Descriptive research questionsSimple hypothesis
Comparative research questionsComplex hypothesis
Relationship research questionsDirectional hypothesis
Non-directional hypothesis
Associative hypothesis
Causal hypothesis
Null hypothesis
Alternative hypothesis
Working hypothesis
Statistical hypothesis
Logical hypothesis
Hypothesis-testing
Qualitative research questionsQualitative research hypotheses
Contextual research questionsHypothesis-generating
Descriptive research questions
Evaluation research questions
Explanatory research questions
Exploratory research questions
Generative research questions
Ideological research questions
Ethnographic research questions
Phenomenological research questions
Grounded theory questions
Qualitative case study questions

Research questions in quantitative research

In quantitative research, research questions inquire about the relationships among variables being investigated and are usually framed at the start of the study. These are precise and typically linked to the subject population, dependent and independent variables, and research design. 1 Research questions may also attempt to describe the behavior of a population in relation to one or more variables, or describe the characteristics of variables to be measured ( descriptive research questions ). 1 , 5 , 14 These questions may also aim to discover differences between groups within the context of an outcome variable ( comparative research questions ), 1 , 5 , 14 or elucidate trends and interactions among variables ( relationship research questions ). 1 , 5 We provide examples of descriptive, comparative, and relationship research questions in quantitative research in Table 2 .

Quantitative research questions
Descriptive research question
- Measures responses of subjects to variables
- Presents variables to measure, analyze, or assess
What is the proportion of resident doctors in the hospital who have mastered ultrasonography (response of subjects to a variable) as a diagnostic technique in their clinical training?
Comparative research question
- Clarifies difference between one group with outcome variable and another group without outcome variable
Is there a difference in the reduction of lung metastasis in osteosarcoma patients who received the vitamin D adjunctive therapy (group with outcome variable) compared with osteosarcoma patients who did not receive the vitamin D adjunctive therapy (group without outcome variable)?
- Compares the effects of variables
How does the vitamin D analogue 22-Oxacalcitriol (variable 1) mimic the antiproliferative activity of 1,25-Dihydroxyvitamin D (variable 2) in osteosarcoma cells?
Relationship research question
- Defines trends, association, relationships, or interactions between dependent variable and independent variable
Is there a relationship between the number of medical student suicide (dependent variable) and the level of medical student stress (independent variable) in Japan during the first wave of the COVID-19 pandemic?

Hypotheses in quantitative research

In quantitative research, hypotheses predict the expected relationships among variables. 15 Relationships among variables that can be predicted include 1) between a single dependent variable and a single independent variable ( simple hypothesis ) or 2) between two or more independent and dependent variables ( complex hypothesis ). 4 , 11 Hypotheses may also specify the expected direction to be followed and imply an intellectual commitment to a particular outcome ( directional hypothesis ) 4 . On the other hand, hypotheses may not predict the exact direction and are used in the absence of a theory, or when findings contradict previous studies ( non-directional hypothesis ). 4 In addition, hypotheses can 1) define interdependency between variables ( associative hypothesis ), 4 2) propose an effect on the dependent variable from manipulation of the independent variable ( causal hypothesis ), 4 3) state a negative relationship between two variables ( null hypothesis ), 4 , 11 , 15 4) replace the working hypothesis if rejected ( alternative hypothesis ), 15 explain the relationship of phenomena to possibly generate a theory ( working hypothesis ), 11 5) involve quantifiable variables that can be tested statistically ( statistical hypothesis ), 11 6) or express a relationship whose interlinks can be verified logically ( logical hypothesis ). 11 We provide examples of simple, complex, directional, non-directional, associative, causal, null, alternative, working, statistical, and logical hypotheses in quantitative research, as well as the definition of quantitative hypothesis-testing research in Table 3 .

Quantitative research hypotheses
Simple hypothesis
- Predicts relationship between single dependent variable and single independent variable
If the dose of the new medication (single independent variable) is high, blood pressure (single dependent variable) is lowered.
Complex hypothesis
- Foretells relationship between two or more independent and dependent variables
The higher the use of anticancer drugs, radiation therapy, and adjunctive agents (3 independent variables), the higher would be the survival rate (1 dependent variable).
Directional hypothesis
- Identifies study direction based on theory towards particular outcome to clarify relationship between variables
Privately funded research projects will have a larger international scope (study direction) than publicly funded research projects.
Non-directional hypothesis
- Nature of relationship between two variables or exact study direction is not identified
- Does not involve a theory
Women and men are different in terms of helpfulness. (Exact study direction is not identified)
Associative hypothesis
- Describes variable interdependency
- Change in one variable causes change in another variable
A larger number of people vaccinated against COVID-19 in the region (change in independent variable) will reduce the region’s incidence of COVID-19 infection (change in dependent variable).
Causal hypothesis
- An effect on dependent variable is predicted from manipulation of independent variable
A change into a high-fiber diet (independent variable) will reduce the blood sugar level (dependent variable) of the patient.
Null hypothesis
- A negative statement indicating no relationship or difference between 2 variables
There is no significant difference in the severity of pulmonary metastases between the new drug (variable 1) and the current drug (variable 2).
Alternative hypothesis
- Following a null hypothesis, an alternative hypothesis predicts a relationship between 2 study variables
The new drug (variable 1) is better on average in reducing the level of pain from pulmonary metastasis than the current drug (variable 2).
Working hypothesis
- A hypothesis that is initially accepted for further research to produce a feasible theory
Dairy cows fed with concentrates of different formulations will produce different amounts of milk.
Statistical hypothesis
- Assumption about the value of population parameter or relationship among several population characteristics
- Validity tested by a statistical experiment or analysis
The mean recovery rate from COVID-19 infection (value of population parameter) is not significantly different between population 1 and population 2.
There is a positive correlation between the level of stress at the workplace and the number of suicides (population characteristics) among working people in Japan.
Logical hypothesis
- Offers or proposes an explanation with limited or no extensive evidence
If healthcare workers provide more educational programs about contraception methods, the number of adolescent pregnancies will be less.
Hypothesis-testing (Quantitative hypothesis-testing research)
- Quantitative research uses deductive reasoning.
- This involves the formation of a hypothesis, collection of data in the investigation of the problem, analysis and use of the data from the investigation, and drawing of conclusions to validate or nullify the hypotheses.

Research questions in qualitative research

Unlike research questions in quantitative research, research questions in qualitative research are usually continuously reviewed and reformulated. The central question and associated subquestions are stated more than the hypotheses. 15 The central question broadly explores a complex set of factors surrounding the central phenomenon, aiming to present the varied perspectives of participants. 15

There are varied goals for which qualitative research questions are developed. These questions can function in several ways, such as to 1) identify and describe existing conditions ( contextual research question s); 2) describe a phenomenon ( descriptive research questions ); 3) assess the effectiveness of existing methods, protocols, theories, or procedures ( evaluation research questions ); 4) examine a phenomenon or analyze the reasons or relationships between subjects or phenomena ( explanatory research questions ); or 5) focus on unknown aspects of a particular topic ( exploratory research questions ). 5 In addition, some qualitative research questions provide new ideas for the development of theories and actions ( generative research questions ) or advance specific ideologies of a position ( ideological research questions ). 1 Other qualitative research questions may build on a body of existing literature and become working guidelines ( ethnographic research questions ). Research questions may also be broadly stated without specific reference to the existing literature or a typology of questions ( phenomenological research questions ), may be directed towards generating a theory of some process ( grounded theory questions ), or may address a description of the case and the emerging themes ( qualitative case study questions ). 15 We provide examples of contextual, descriptive, evaluation, explanatory, exploratory, generative, ideological, ethnographic, phenomenological, grounded theory, and qualitative case study research questions in qualitative research in Table 4 , and the definition of qualitative hypothesis-generating research in Table 5 .

Qualitative research questions
Contextual research question
- Ask the nature of what already exists
- Individuals or groups function to further clarify and understand the natural context of real-world problems
What are the experiences of nurses working night shifts in healthcare during the COVID-19 pandemic? (natural context of real-world problems)
Descriptive research question
- Aims to describe a phenomenon
What are the different forms of disrespect and abuse (phenomenon) experienced by Tanzanian women when giving birth in healthcare facilities?
Evaluation research question
- Examines the effectiveness of existing practice or accepted frameworks
How effective are decision aids (effectiveness of existing practice) in helping decide whether to give birth at home or in a healthcare facility?
Explanatory research question
- Clarifies a previously studied phenomenon and explains why it occurs
Why is there an increase in teenage pregnancy (phenomenon) in Tanzania?
Exploratory research question
- Explores areas that have not been fully investigated to have a deeper understanding of the research problem
What factors affect the mental health of medical students (areas that have not yet been fully investigated) during the COVID-19 pandemic?
Generative research question
- Develops an in-depth understanding of people’s behavior by asking ‘how would’ or ‘what if’ to identify problems and find solutions
How would the extensive research experience of the behavior of new staff impact the success of the novel drug initiative?
Ideological research question
- Aims to advance specific ideas or ideologies of a position
Are Japanese nurses who volunteer in remote African hospitals able to promote humanized care of patients (specific ideas or ideologies) in the areas of safe patient environment, respect of patient privacy, and provision of accurate information related to health and care?
Ethnographic research question
- Clarifies peoples’ nature, activities, their interactions, and the outcomes of their actions in specific settings
What are the demographic characteristics, rehabilitative treatments, community interactions, and disease outcomes (nature, activities, their interactions, and the outcomes) of people in China who are suffering from pneumoconiosis?
Phenomenological research question
- Knows more about the phenomena that have impacted an individual
What are the lived experiences of parents who have been living with and caring for children with a diagnosis of autism? (phenomena that have impacted an individual)
Grounded theory question
- Focuses on social processes asking about what happens and how people interact, or uncovering social relationships and behaviors of groups
What are the problems that pregnant adolescents face in terms of social and cultural norms (social processes), and how can these be addressed?
Qualitative case study question
- Assesses a phenomenon using different sources of data to answer “why” and “how” questions
- Considers how the phenomenon is influenced by its contextual situation.
How does quitting work and assuming the role of a full-time mother (phenomenon assessed) change the lives of women in Japan?
Qualitative research hypotheses
Hypothesis-generating (Qualitative hypothesis-generating research)
- Qualitative research uses inductive reasoning.
- This involves data collection from study participants or the literature regarding a phenomenon of interest, using the collected data to develop a formal hypothesis, and using the formal hypothesis as a framework for testing the hypothesis.
- Qualitative exploratory studies explore areas deeper, clarifying subjective experience and allowing formulation of a formal hypothesis potentially testable in a future quantitative approach.

Qualitative studies usually pose at least one central research question and several subquestions starting with How or What . These research questions use exploratory verbs such as explore or describe . These also focus on one central phenomenon of interest, and may mention the participants and research site. 15

Hypotheses in qualitative research

Hypotheses in qualitative research are stated in the form of a clear statement concerning the problem to be investigated. Unlike in quantitative research where hypotheses are usually developed to be tested, qualitative research can lead to both hypothesis-testing and hypothesis-generating outcomes. 2 When studies require both quantitative and qualitative research questions, this suggests an integrative process between both research methods wherein a single mixed-methods research question can be developed. 1

FRAMEWORKS FOR DEVELOPING RESEARCH QUESTIONS AND HYPOTHESES

Research questions followed by hypotheses should be developed before the start of the study. 1 , 12 , 14 It is crucial to develop feasible research questions on a topic that is interesting to both the researcher and the scientific community. This can be achieved by a meticulous review of previous and current studies to establish a novel topic. Specific areas are subsequently focused on to generate ethical research questions. The relevance of the research questions is evaluated in terms of clarity of the resulting data, specificity of the methodology, objectivity of the outcome, depth of the research, and impact of the study. 1 , 5 These aspects constitute the FINER criteria (i.e., Feasible, Interesting, Novel, Ethical, and Relevant). 1 Clarity and effectiveness are achieved if research questions meet the FINER criteria. In addition to the FINER criteria, Ratan et al. described focus, complexity, novelty, feasibility, and measurability for evaluating the effectiveness of research questions. 14

The PICOT and PEO frameworks are also used when developing research questions. 1 The following elements are addressed in these frameworks, PICOT: P-population/patients/problem, I-intervention or indicator being studied, C-comparison group, O-outcome of interest, and T-timeframe of the study; PEO: P-population being studied, E-exposure to preexisting conditions, and O-outcome of interest. 1 Research questions are also considered good if these meet the “FINERMAPS” framework: Feasible, Interesting, Novel, Ethical, Relevant, Manageable, Appropriate, Potential value/publishable, and Systematic. 14

As we indicated earlier, research questions and hypotheses that are not carefully formulated result in unethical studies or poor outcomes. To illustrate this, we provide some examples of ambiguous research question and hypotheses that result in unclear and weak research objectives in quantitative research ( Table 6 ) 16 and qualitative research ( Table 7 ) 17 , and how to transform these ambiguous research question(s) and hypothesis(es) into clear and good statements.

VariablesUnclear and weak statement (Statement 1) Clear and good statement (Statement 2) Points to avoid
Research questionWhich is more effective between smoke moxibustion and smokeless moxibustion?“Moreover, regarding smoke moxibustion versus smokeless moxibustion, it remains unclear which is more effective, safe, and acceptable to pregnant women, and whether there is any difference in the amount of heat generated.” 1) Vague and unfocused questions
2) Closed questions simply answerable by yes or no
3) Questions requiring a simple choice
HypothesisThe smoke moxibustion group will have higher cephalic presentation.“Hypothesis 1. The smoke moxibustion stick group (SM group) and smokeless moxibustion stick group (-SLM group) will have higher rates of cephalic presentation after treatment than the control group.1) Unverifiable hypotheses
Hypothesis 2. The SM group and SLM group will have higher rates of cephalic presentation at birth than the control group.2) Incompletely stated groups of comparison
Hypothesis 3. There will be no significant differences in the well-being of the mother and child among the three groups in terms of the following outcomes: premature birth, premature rupture of membranes (PROM) at < 37 weeks, Apgar score < 7 at 5 min, umbilical cord blood pH < 7.1, admission to neonatal intensive care unit (NICU), and intrauterine fetal death.” 3) Insufficiently described variables or outcomes
Research objectiveTo determine which is more effective between smoke moxibustion and smokeless moxibustion.“The specific aims of this pilot study were (a) to compare the effects of smoke moxibustion and smokeless moxibustion treatments with the control group as a possible supplement to ECV for converting breech presentation to cephalic presentation and increasing adherence to the newly obtained cephalic position, and (b) to assess the effects of these treatments on the well-being of the mother and child.” 1) Poor understanding of the research question and hypotheses
2) Insufficient description of population, variables, or study outcomes

a These statements were composed for comparison and illustrative purposes only.

b These statements are direct quotes from Higashihara and Horiuchi. 16

VariablesUnclear and weak statement (Statement 1)Clear and good statement (Statement 2)Points to avoid
Research questionDoes disrespect and abuse (D&A) occur in childbirth in Tanzania?How does disrespect and abuse (D&A) occur and what are the types of physical and psychological abuses observed in midwives’ actual care during facility-based childbirth in urban Tanzania?1) Ambiguous or oversimplistic questions
2) Questions unverifiable by data collection and analysis
HypothesisDisrespect and abuse (D&A) occur in childbirth in Tanzania.Hypothesis 1: Several types of physical and psychological abuse by midwives in actual care occur during facility-based childbirth in urban Tanzania.1) Statements simply expressing facts
Hypothesis 2: Weak nursing and midwifery management contribute to the D&A of women during facility-based childbirth in urban Tanzania.2) Insufficiently described concepts or variables
Research objectiveTo describe disrespect and abuse (D&A) in childbirth in Tanzania.“This study aimed to describe from actual observations the respectful and disrespectful care received by women from midwives during their labor period in two hospitals in urban Tanzania.” 1) Statements unrelated to the research question and hypotheses
2) Unattainable or unexplorable objectives

a This statement is a direct quote from Shimoda et al. 17

The other statements were composed for comparison and illustrative purposes only.

CONSTRUCTING RESEARCH QUESTIONS AND HYPOTHESES

To construct effective research questions and hypotheses, it is very important to 1) clarify the background and 2) identify the research problem at the outset of the research, within a specific timeframe. 9 Then, 3) review or conduct preliminary research to collect all available knowledge about the possible research questions by studying theories and previous studies. 18 Afterwards, 4) construct research questions to investigate the research problem. Identify variables to be accessed from the research questions 4 and make operational definitions of constructs from the research problem and questions. Thereafter, 5) construct specific deductive or inductive predictions in the form of hypotheses. 4 Finally, 6) state the study aims . This general flow for constructing effective research questions and hypotheses prior to conducting research is shown in Fig. 1 .

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Research questions are used more frequently in qualitative research than objectives or hypotheses. 3 These questions seek to discover, understand, explore or describe experiences by asking “What” or “How.” The questions are open-ended to elicit a description rather than to relate variables or compare groups. The questions are continually reviewed, reformulated, and changed during the qualitative study. 3 Research questions are also used more frequently in survey projects than hypotheses in experiments in quantitative research to compare variables and their relationships.

Hypotheses are constructed based on the variables identified and as an if-then statement, following the template, ‘If a specific action is taken, then a certain outcome is expected.’ At this stage, some ideas regarding expectations from the research to be conducted must be drawn. 18 Then, the variables to be manipulated (independent) and influenced (dependent) are defined. 4 Thereafter, the hypothesis is stated and refined, and reproducible data tailored to the hypothesis are identified, collected, and analyzed. 4 The hypotheses must be testable and specific, 18 and should describe the variables and their relationships, the specific group being studied, and the predicted research outcome. 18 Hypotheses construction involves a testable proposition to be deduced from theory, and independent and dependent variables to be separated and measured separately. 3 Therefore, good hypotheses must be based on good research questions constructed at the start of a study or trial. 12

In summary, research questions are constructed after establishing the background of the study. Hypotheses are then developed based on the research questions. Thus, it is crucial to have excellent research questions to generate superior hypotheses. In turn, these would determine the research objectives and the design of the study, and ultimately, the outcome of the research. 12 Algorithms for building research questions and hypotheses are shown in Fig. 2 for quantitative research and in Fig. 3 for qualitative research.

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EXAMPLES OF RESEARCH QUESTIONS FROM PUBLISHED ARTICLES

  • EXAMPLE 1. Descriptive research question (quantitative research)
  • - Presents research variables to be assessed (distinct phenotypes and subphenotypes)
  • “BACKGROUND: Since COVID-19 was identified, its clinical and biological heterogeneity has been recognized. Identifying COVID-19 phenotypes might help guide basic, clinical, and translational research efforts.
  • RESEARCH QUESTION: Does the clinical spectrum of patients with COVID-19 contain distinct phenotypes and subphenotypes? ” 19
  • EXAMPLE 2. Relationship research question (quantitative research)
  • - Shows interactions between dependent variable (static postural control) and independent variable (peripheral visual field loss)
  • “Background: Integration of visual, vestibular, and proprioceptive sensations contributes to postural control. People with peripheral visual field loss have serious postural instability. However, the directional specificity of postural stability and sensory reweighting caused by gradual peripheral visual field loss remain unclear.
  • Research question: What are the effects of peripheral visual field loss on static postural control ?” 20
  • EXAMPLE 3. Comparative research question (quantitative research)
  • - Clarifies the difference among groups with an outcome variable (patients enrolled in COMPERA with moderate PH or severe PH in COPD) and another group without the outcome variable (patients with idiopathic pulmonary arterial hypertension (IPAH))
  • “BACKGROUND: Pulmonary hypertension (PH) in COPD is a poorly investigated clinical condition.
  • RESEARCH QUESTION: Which factors determine the outcome of PH in COPD?
  • STUDY DESIGN AND METHODS: We analyzed the characteristics and outcome of patients enrolled in the Comparative, Prospective Registry of Newly Initiated Therapies for Pulmonary Hypertension (COMPERA) with moderate or severe PH in COPD as defined during the 6th PH World Symposium who received medical therapy for PH and compared them with patients with idiopathic pulmonary arterial hypertension (IPAH) .” 21
  • EXAMPLE 4. Exploratory research question (qualitative research)
  • - Explores areas that have not been fully investigated (perspectives of families and children who receive care in clinic-based child obesity treatment) to have a deeper understanding of the research problem
  • “Problem: Interventions for children with obesity lead to only modest improvements in BMI and long-term outcomes, and data are limited on the perspectives of families of children with obesity in clinic-based treatment. This scoping review seeks to answer the question: What is known about the perspectives of families and children who receive care in clinic-based child obesity treatment? This review aims to explore the scope of perspectives reported by families of children with obesity who have received individualized outpatient clinic-based obesity treatment.” 22
  • EXAMPLE 5. Relationship research question (quantitative research)
  • - Defines interactions between dependent variable (use of ankle strategies) and independent variable (changes in muscle tone)
  • “Background: To maintain an upright standing posture against external disturbances, the human body mainly employs two types of postural control strategies: “ankle strategy” and “hip strategy.” While it has been reported that the magnitude of the disturbance alters the use of postural control strategies, it has not been elucidated how the level of muscle tone, one of the crucial parameters of bodily function, determines the use of each strategy. We have previously confirmed using forward dynamics simulations of human musculoskeletal models that an increased muscle tone promotes the use of ankle strategies. The objective of the present study was to experimentally evaluate a hypothesis: an increased muscle tone promotes the use of ankle strategies. Research question: Do changes in the muscle tone affect the use of ankle strategies ?” 23

EXAMPLES OF HYPOTHESES IN PUBLISHED ARTICLES

  • EXAMPLE 1. Working hypothesis (quantitative research)
  • - A hypothesis that is initially accepted for further research to produce a feasible theory
  • “As fever may have benefit in shortening the duration of viral illness, it is plausible to hypothesize that the antipyretic efficacy of ibuprofen may be hindering the benefits of a fever response when taken during the early stages of COVID-19 illness .” 24
  • “In conclusion, it is plausible to hypothesize that the antipyretic efficacy of ibuprofen may be hindering the benefits of a fever response . The difference in perceived safety of these agents in COVID-19 illness could be related to the more potent efficacy to reduce fever with ibuprofen compared to acetaminophen. Compelling data on the benefit of fever warrant further research and review to determine when to treat or withhold ibuprofen for early stage fever for COVID-19 and other related viral illnesses .” 24
  • EXAMPLE 2. Exploratory hypothesis (qualitative research)
  • - Explores particular areas deeper to clarify subjective experience and develop a formal hypothesis potentially testable in a future quantitative approach
  • “We hypothesized that when thinking about a past experience of help-seeking, a self distancing prompt would cause increased help-seeking intentions and more favorable help-seeking outcome expectations .” 25
  • “Conclusion
  • Although a priori hypotheses were not supported, further research is warranted as results indicate the potential for using self-distancing approaches to increasing help-seeking among some people with depressive symptomatology.” 25
  • EXAMPLE 3. Hypothesis-generating research to establish a framework for hypothesis testing (qualitative research)
  • “We hypothesize that compassionate care is beneficial for patients (better outcomes), healthcare systems and payers (lower costs), and healthcare providers (lower burnout). ” 26
  • Compassionomics is the branch of knowledge and scientific study of the effects of compassionate healthcare. Our main hypotheses are that compassionate healthcare is beneficial for (1) patients, by improving clinical outcomes, (2) healthcare systems and payers, by supporting financial sustainability, and (3) HCPs, by lowering burnout and promoting resilience and well-being. The purpose of this paper is to establish a scientific framework for testing the hypotheses above . If these hypotheses are confirmed through rigorous research, compassionomics will belong in the science of evidence-based medicine, with major implications for all healthcare domains.” 26
  • EXAMPLE 4. Statistical hypothesis (quantitative research)
  • - An assumption is made about the relationship among several population characteristics ( gender differences in sociodemographic and clinical characteristics of adults with ADHD ). Validity is tested by statistical experiment or analysis ( chi-square test, Students t-test, and logistic regression analysis)
  • “Our research investigated gender differences in sociodemographic and clinical characteristics of adults with ADHD in a Japanese clinical sample. Due to unique Japanese cultural ideals and expectations of women's behavior that are in opposition to ADHD symptoms, we hypothesized that women with ADHD experience more difficulties and present more dysfunctions than men . We tested the following hypotheses: first, women with ADHD have more comorbidities than men with ADHD; second, women with ADHD experience more social hardships than men, such as having less full-time employment and being more likely to be divorced.” 27
  • “Statistical Analysis
  • ( text omitted ) Between-gender comparisons were made using the chi-squared test for categorical variables and Students t-test for continuous variables…( text omitted ). A logistic regression analysis was performed for employment status, marital status, and comorbidity to evaluate the independent effects of gender on these dependent variables.” 27

EXAMPLES OF HYPOTHESIS AS WRITTEN IN PUBLISHED ARTICLES IN RELATION TO OTHER PARTS

  • EXAMPLE 1. Background, hypotheses, and aims are provided
  • “Pregnant women need skilled care during pregnancy and childbirth, but that skilled care is often delayed in some countries …( text omitted ). The focused antenatal care (FANC) model of WHO recommends that nurses provide information or counseling to all pregnant women …( text omitted ). Job aids are visual support materials that provide the right kind of information using graphics and words in a simple and yet effective manner. When nurses are not highly trained or have many work details to attend to, these job aids can serve as a content reminder for the nurses and can be used for educating their patients (Jennings, Yebadokpo, Affo, & Agbogbe, 2010) ( text omitted ). Importantly, additional evidence is needed to confirm how job aids can further improve the quality of ANC counseling by health workers in maternal care …( text omitted )” 28
  • “ This has led us to hypothesize that the quality of ANC counseling would be better if supported by job aids. Consequently, a better quality of ANC counseling is expected to produce higher levels of awareness concerning the danger signs of pregnancy and a more favorable impression of the caring behavior of nurses .” 28
  • “This study aimed to examine the differences in the responses of pregnant women to a job aid-supported intervention during ANC visit in terms of 1) their understanding of the danger signs of pregnancy and 2) their impression of the caring behaviors of nurses to pregnant women in rural Tanzania.” 28
  • EXAMPLE 2. Background, hypotheses, and aims are provided
  • “We conducted a two-arm randomized controlled trial (RCT) to evaluate and compare changes in salivary cortisol and oxytocin levels of first-time pregnant women between experimental and control groups. The women in the experimental group touched and held an infant for 30 min (experimental intervention protocol), whereas those in the control group watched a DVD movie of an infant (control intervention protocol). The primary outcome was salivary cortisol level and the secondary outcome was salivary oxytocin level.” 29
  • “ We hypothesize that at 30 min after touching and holding an infant, the salivary cortisol level will significantly decrease and the salivary oxytocin level will increase in the experimental group compared with the control group .” 29
  • EXAMPLE 3. Background, aim, and hypothesis are provided
  • “In countries where the maternal mortality ratio remains high, antenatal education to increase Birth Preparedness and Complication Readiness (BPCR) is considered one of the top priorities [1]. BPCR includes birth plans during the antenatal period, such as the birthplace, birth attendant, transportation, health facility for complications, expenses, and birth materials, as well as family coordination to achieve such birth plans. In Tanzania, although increasing, only about half of all pregnant women attend an antenatal clinic more than four times [4]. Moreover, the information provided during antenatal care (ANC) is insufficient. In the resource-poor settings, antenatal group education is a potential approach because of the limited time for individual counseling at antenatal clinics.” 30
  • “This study aimed to evaluate an antenatal group education program among pregnant women and their families with respect to birth-preparedness and maternal and infant outcomes in rural villages of Tanzania.” 30
  • “ The study hypothesis was if Tanzanian pregnant women and their families received a family-oriented antenatal group education, they would (1) have a higher level of BPCR, (2) attend antenatal clinic four or more times, (3) give birth in a health facility, (4) have less complications of women at birth, and (5) have less complications and deaths of infants than those who did not receive the education .” 30

Research questions and hypotheses are crucial components to any type of research, whether quantitative or qualitative. These questions should be developed at the very beginning of the study. Excellent research questions lead to superior hypotheses, which, like a compass, set the direction of research, and can often determine the successful conduct of the study. Many research studies have floundered because the development of research questions and subsequent hypotheses was not given the thought and meticulous attention needed. The development of research questions and hypotheses is an iterative process based on extensive knowledge of the literature and insightful grasp of the knowledge gap. Focused, concise, and specific research questions provide a strong foundation for constructing hypotheses which serve as formal predictions about the research outcomes. Research questions and hypotheses are crucial elements of research that should not be overlooked. They should be carefully thought of and constructed when planning research. This avoids unethical studies and poor outcomes by defining well-founded objectives that determine the design, course, and outcome of the study.

Disclosure: The authors have no potential conflicts of interest to disclose.

Author Contributions:

  • Conceptualization: Barroga E, Matanguihan GJ.
  • Methodology: Barroga E, Matanguihan GJ.
  • Writing - original draft: Barroga E, Matanguihan GJ.
  • Writing - review & editing: Barroga E, Matanguihan GJ.

Learn from the great: Well-written research article examples

articles research example

Reading well-written research papers is not only enjoyable — it’s also (passive) learning that helps you write better papers yourself. But in most fields it’s quite rare to encounter a research article that is clear and easy to follow and truly a pleasure to read. So I am curating a list of handpicked papers from different disciplines, for when you want to read something nice as an inspiration for your own writing. This is an ongoing project: your suggestions of great papers are always welcome!

Reading and writing are tightly coupled processes that support each other.

Reading creates a basis for writing: it helps you passively build up your (scientific) vocabulary and “assimilate” the writing style and conventions. It’s a source that you can tap into as you write — it’s the input .

Writing , then, is the output . When you write you are combining words and phrases you know from reading into a new and unique mixture.

As my favorite quote by Pam Allyn says:

Reading is like breathing in; writing is like breathing out.

You write like what you read

After reading the book Writing Without Bullshit , my writing became direct, concise and to the point. When I was reading Writing With Power , my writing was clear and persuasive even though I was using more complex sentences just like the author was doing. And ever since I am regularly reading the (evidence-based) self-help blog of Mark Manson , my writing became lighter and more conversational. (I hope you appreciate it 😉 )

So if you want to write great research articles, the only thing you need to do is to read great research articles. That’s easy, right?

Well — theoretically. As you have surely noticed, truly well-written research papers are not so common. I think that’s partly because writing clearly about complex matters is inherently difficult — but partly also because the standards and expectations of scientific writing are set fairly low.

That’s why I decided to create this list of well-written scientific articles .

So far I have mostly included papers that I know from my own research work, papers labeled by students in my courses as being easy to read and papers suggested in the Facebook group Reviewer 2 Must Be Stopped and on the Writing Scientist Facebook page .

I have combed through over 100 suggested papers, yet only around 10% made it to the final selection. Apparently, what is easy to read for a specialist doesn’t necessarily reflect overall great writing quality…

Selection criteria

The list below includes selected research articles and other formats (reviews, opinion pieces) that are easy to read and understand also for non-specialists . Here is an overview of the selection criteria:

1. Text is easy to read and follow. This is achieved by:

  • good paragraph structure ;
  • good sentence structure ;
  • reader’s guidance: motivating each next step, explaining relevant concepts, introducing abbreviations, creating connections between sentences and paragraphs;
  • clear and precise language ;
  • using jargon reasonably and simple language whenever possible.

2. Paper is well structured. Namely:

  • Abstract provides a good overview of the article.
  • Introduction motivates the research project and describes its context/background.
  • Results section presents the results clearly and in a logical order.
  • Discussion explains the importance of the results and places them in the context of previous research.

Articles that fail to satisfy several of these points are not included in this list.

For each included article, aspects that are particularly well done ( ) and those that are suboptimal ( ) are highlighted.

So, here we go:

Do you need to revise & polish your manuscript or thesis but don’t know where to begin?

Get your Revision Checklist

Click here for an efficient step-by-step revision of your scientific texts.

Biomedical sciences

Laventie BJ et al. (2019). A surface-induced asymmetric program promotes tissue colonization by Pseudomonas aeruginosa. Cell Host & Microbe , 25(1), 140-152.

Golding NL & Spruston N (1998). Dendritic sodium spikes are variable triggers of axonal action potentials in hippocampal CA1 pyramidal neurons. Neuron , 21(5), 1189-1200.

Reviews & other formats

Watnick P & Kolter R (2000). Biofilm, city of microbes. Journal of Bacteriology , 182(10), 2675-2679.

Lazebnik Y (2002). Can a biologist fix a radio?—Or, what I learned while studying apoptosis. Cancer Cell , 2(3), 179-182.

Natural sciences

Zimmerer J et al. (2019). Integrated extraction and catalytic upgrading of microalgae lipids in supercritical carbon dioxide. Green Chemistry , 21(9), 2428-2435.

Computer science & engineering

Brunton SL et al. (2016) Discovering governing equations from data by sparse identification of nonlinear dynamical systems. PNAS , 113(15), 3932-3937.

Gebauer NWA et al. (2019). Symmetry-adapted generation of 3d point sets for the targeted discovery of molecules. arXiv preprint arXiv :1906.00957.

Pal A et al. (2020). Optimal turbine blade design enabled by auxetic honeycomb. Smart Materials and Structures , 29(12), 125004.

Banko M & Bril E (2001). Scaling to very very large corpora for natural language disambiguation. In Proceedings of the 39th annual meeting of the Association for Computational Linguistics (pp. 26-33).

Rivest RL et al (1978). A method for obtaining digital signatures and public-key cryptosystems. Communications of the ACM , 21(2), 120-126.

Social sciences

Boyd R & Richerson PJ (1996). Why culture is common, but cultural evolution is rare. In Proceedings-British Academy Vol. 88, pp. 77-94. Oxford University Press Inc.

Kildal N (2003). Perspectives on Policy Transfer. The Case of the OECD. [working paper 13-2003]

Iyengar SS & Lepper MR (2000). When choice is demotivating: Can one desire too much of a good thing? Journal of Personality and Social Psychology , 79(6), 995.

Healy K (2017). Fuck nuance. Sociological Theory , 35(2), 118-127.

Do you know a well-written research article?

Are you disappointed because none of these articles is from your discipline? Or would you simply like to have more well-written research articles to pick from for your reading?

Then please, help grow this list by suggesting a freely accessible article that you found easy to read: [email protected] .

Stay updated

I hope to continuously extend this list and provide you with always new great articles to read. To enjoy and learn from.

Would you like to be notified about new additions ? Then join our weekly newsletter with tips and resources for your scientific writing.

Do you need to revise & polish your manuscript or thesis but don’t know where to begin? Is your text a mess and you don't know how to improve it?

Click here for an efficient step-by-step revision of your scientific texts. You will be guided through each step with concrete tips for execution.

10 thoughts on “ Learn from the great: Well-written research article examples ”

One which I think is easily accessible (even to a motivated high school student) is

“College Admissions and the Stability of Marriage” by Gale and Shapley.

It is very old though.

Thank you, I’ll check it out!

I like that one: Noorduin, Wim L., et al. “Rationally designed complex, hierarchical microarchitectures.” Science 340.6134 (2013): 832-837.

Thanks a lot!

Hi, Martina! If a shameless plug is allowed, maybe one of the following from our lab will work, too: https://doi.org/10.1017/S0261444820000580 – on applying social network analysis to peer networks of foreign language learners https://doi.org/10.1371/journal.pone.0081225 – on the interplay between emotions and social norms in bilingual swearing https://doi.org/10.24059/olj.v25i1.2492 – findings from a global study of teachers’ engagement in and coping with emergency remote instruction during the COVID-19 pandemic.

Hi Mike, thanks a lot! I’ll check them out.

Ahoj, Martino!

I wanted to suggest the paper “Spatial and Temporal Resolution in Cardiovascular MR Imaging: Review and Recommendations” by G. Slavin and D. Bluemke ( https://pubs.rsna.org/doi/abs/10.1148/radiol.2342031990?journalCode=radiology ). Some time ago, someone asked me about spatial and temporal resolution, and in that moment, I found this well-written paper which is one of my favourites in the topic. I hope you like it.

Thanks a lot, I will check it out!

I would also recommend imho excellent reading from physics: Observation of Gravitational Waves from a Binary Black Hole Merger: https://journals.aps.org/prl/abstract/10.1103/PhysRevLett.116.061102#fulltext I particularily like itroduction whcih can be accessible even to layperson outside this particular field.

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Research: Overview & Approaches

  • Getting Started with Undergraduate Research
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  • Introductory Video This video covers what empirical research is, what kinds of questions and methods empirical researchers use, and some tips for finding empirical research articles in your discipline.

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Organizing Your Social Sciences Research Assignments

  • Annotated Bibliography
  • Analyzing a Scholarly Journal Article
  • Group Presentations
  • Dealing with Nervousness
  • Using Visual Aids
  • Grading Someone Else's Paper
  • Types of Structured Group Activities
  • Group Project Survival Skills
  • Leading a Class Discussion
  • Multiple Book Review Essay
  • Reviewing Collected Works
  • Writing a Case Analysis Paper
  • Writing a Case Study
  • About Informed Consent
  • Writing Field Notes
  • Writing a Policy Memo
  • Writing a Reflective Paper
  • Writing a Research Proposal
  • Generative AI and Writing
  • Acknowledgments

Definition and Introduction

Journal article analysis assignments require you to summarize and critically assess the quality of an empirical research study published in a scholarly [a.k.a., academic, peer-reviewed] journal. The article may be assigned by the professor, chosen from course readings listed in the syllabus, or you must locate an article on your own, usually with the requirement that you search using a reputable library database, such as, JSTOR or ProQuest . The article chosen is expected to relate to the overall discipline of the course, specific course content, or key concepts discussed in class. In some cases, the purpose of the assignment is to analyze an article that is part of the literature review for a future research project.

Analysis of an article can be assigned to students individually or as part of a small group project. The final product is usually in the form of a short paper [typically 1- 6 double-spaced pages] that addresses key questions the professor uses to guide your analysis or that assesses specific parts of a scholarly research study [e.g., the research problem, methodology, discussion, conclusions or findings]. The analysis paper may be shared on a digital course management platform and/or presented to the class for the purpose of promoting a wider discussion about the topic of the study. Although assigned in any level of undergraduate and graduate coursework in the social and behavioral sciences, professors frequently include this assignment in upper division courses to help students learn how to effectively identify, read, and analyze empirical research within their major.

Franco, Josue. “Introducing the Analysis of Journal Articles.” Prepared for presentation at the American Political Science Association’s 2020 Teaching and Learning Conference, February 7-9, 2020, Albuquerque, New Mexico; Sego, Sandra A. and Anne E. Stuart. "Learning to Read Empirical Articles in General Psychology." Teaching of Psychology 43 (2016): 38-42; Kershaw, Trina C., Jordan P. Lippman, and Jennifer Fugate. "Practice Makes Proficient: Teaching Undergraduate Students to Understand Published Research." Instructional Science 46 (2018): 921-946; Woodward-Kron, Robyn. "Critical Analysis and the Journal Article Review Assignment." Prospect 18 (August 2003): 20-36; MacMillan, Margy and Allison MacKenzie. "Strategies for Integrating Information Literacy and Academic Literacy: Helping Undergraduate Students make the most of Scholarly Articles." Library Management 33 (2012): 525-535.

Benefits of Journal Article Analysis Assignments

Analyzing and synthesizing a scholarly journal article is intended to help students obtain the reading and critical thinking skills needed to develop and write their own research papers. This assignment also supports workplace skills where you could be asked to summarize a report or other type of document and report it, for example, during a staff meeting or for a presentation.

There are two broadly defined ways that analyzing a scholarly journal article supports student learning:

Improve Reading Skills

Conducting research requires an ability to review, evaluate, and synthesize prior research studies. Reading prior research requires an understanding of the academic writing style , the type of epistemological beliefs or practices underpinning the research design, and the specific vocabulary and technical terminology [i.e., jargon] used within a discipline. Reading scholarly articles is important because academic writing is unfamiliar to most students; they have had limited exposure to using peer-reviewed journal articles prior to entering college or students have yet to gain exposure to the specific academic writing style of their disciplinary major. Learning how to read scholarly articles also requires careful and deliberate concentration on how authors use specific language and phrasing to convey their research, the problem it addresses, its relationship to prior research, its significance, its limitations, and how authors connect methods of data gathering to the results so as to develop recommended solutions derived from the overall research process.

Improve Comprehension Skills

In addition to knowing how to read scholarly journals articles, students must learn how to effectively interpret what the scholar(s) are trying to convey. Academic writing can be dense, multi-layered, and non-linear in how information is presented. In addition, scholarly articles contain footnotes or endnotes, references to sources, multiple appendices, and, in some cases, non-textual elements [e.g., graphs, charts] that can break-up the reader’s experience with the narrative flow of the study. Analyzing articles helps students practice comprehending these elements of writing, critiquing the arguments being made, reflecting upon the significance of the research, and how it relates to building new knowledge and understanding or applying new approaches to practice. Comprehending scholarly writing also involves thinking critically about where you fit within the overall dialogue among scholars concerning the research problem, finding possible gaps in the research that require further analysis, or identifying where the author(s) has failed to examine fully any specific elements of the study.

In addition, journal article analysis assignments are used by professors to strengthen discipline-specific information literacy skills, either alone or in relation to other tasks, such as, giving a class presentation or participating in a group project. These benefits can include the ability to:

  • Effectively paraphrase text, which leads to a more thorough understanding of the overall study;
  • Identify and describe strengths and weaknesses of the study and their implications;
  • Relate the article to other course readings and in relation to particular research concepts or ideas discussed during class;
  • Think critically about the research and summarize complex ideas contained within;
  • Plan, organize, and write an effective inquiry-based paper that investigates a research study, evaluates evidence, expounds on the author’s main ideas, and presents an argument concerning the significance and impact of the research in a clear and concise manner;
  • Model the type of source summary and critique you should do for any college-level research paper; and,
  • Increase interest and engagement with the research problem of the study as well as with the discipline.

Kershaw, Trina C., Jennifer Fugate, and Aminda J. O'Hare. "Teaching Undergraduates to Understand Published Research through Structured Practice in Identifying Key Research Concepts." Scholarship of Teaching and Learning in Psychology . Advance online publication, 2020; Franco, Josue. “Introducing the Analysis of Journal Articles.” Prepared for presentation at the American Political Science Association’s 2020 Teaching and Learning Conference, February 7-9, 2020, Albuquerque, New Mexico; Sego, Sandra A. and Anne E. Stuart. "Learning to Read Empirical Articles in General Psychology." Teaching of Psychology 43 (2016): 38-42; Woodward-Kron, Robyn. "Critical Analysis and the Journal Article Review Assignment." Prospect 18 (August 2003): 20-36; MacMillan, Margy and Allison MacKenzie. "Strategies for Integrating Information Literacy and Academic Literacy: Helping Undergraduate Students make the most of Scholarly Articles." Library Management 33 (2012): 525-535; Kershaw, Trina C., Jordan P. Lippman, and Jennifer Fugate. "Practice Makes Proficient: Teaching Undergraduate Students to Understand Published Research." Instructional Science 46 (2018): 921-946.

Structure and Organization

A journal article analysis paper should be written in paragraph format and include an instruction to the study, your analysis of the research, and a conclusion that provides an overall assessment of the author's work, along with an explanation of what you believe is the study's overall impact and significance. Unless the purpose of the assignment is to examine foundational studies published many years ago, you should select articles that have been published relatively recently [e.g., within the past few years].

Since the research has been completed, reference to the study in your paper should be written in the past tense, with your analysis stated in the present tense [e.g., “The author portrayed access to health care services in rural areas as primarily a problem of having reliable transportation. However, I believe the author is overgeneralizing this issue because...”].

Introduction Section

The first section of a journal analysis paper should describe the topic of the article and highlight the author’s main points. This includes describing the research problem and theoretical framework, the rationale for the research, the methods of data gathering and analysis, the key findings, and the author’s final conclusions and recommendations. The narrative should focus on the act of describing rather than analyzing. Think of the introduction as a more comprehensive and detailed descriptive abstract of the study.

Possible questions to help guide your writing of the introduction section may include:

  • Who are the authors and what credentials do they hold that contributes to the validity of the study?
  • What was the research problem being investigated?
  • What type of research design was used to investigate the research problem?
  • What theoretical idea(s) and/or research questions were used to address the problem?
  • What was the source of the data or information used as evidence for analysis?
  • What methods were applied to investigate this evidence?
  • What were the author's overall conclusions and key findings?

Critical Analysis Section

The second section of a journal analysis paper should describe the strengths and weaknesses of the study and analyze its significance and impact. This section is where you shift the narrative from describing to analyzing. Think critically about the research in relation to other course readings, what has been discussed in class, or based on your own life experiences. If you are struggling to identify any weaknesses, explain why you believe this to be true. However, no study is perfect, regardless of how laudable its design may be. Given this, think about the repercussions of the choices made by the author(s) and how you might have conducted the study differently. Examples can include contemplating the choice of what sources were included or excluded in support of examining the research problem, the choice of the method used to analyze the data, or the choice to highlight specific recommended courses of action and/or implications for practice over others. Another strategy is to place yourself within the research study itself by thinking reflectively about what may be missing if you had been a participant in the study or if the recommended courses of action specifically targeted you or your community.

Possible questions to help guide your writing of the analysis section may include:

Introduction

  • Did the author clearly state the problem being investigated?
  • What was your reaction to and perspective on the research problem?
  • Was the study’s objective clearly stated? Did the author clearly explain why the study was necessary?
  • How well did the introduction frame the scope of the study?
  • Did the introduction conclude with a clear purpose statement?

Literature Review

  • Did the literature review lay a foundation for understanding the significance of the research problem?
  • Did the literature review provide enough background information to understand the problem in relation to relevant contexts [e.g., historical, economic, social, cultural, etc.].
  • Did literature review effectively place the study within the domain of prior research? Is anything missing?
  • Was the literature review organized by conceptual categories or did the author simply list and describe sources?
  • Did the author accurately explain how the data or information were collected?
  • Was the data used sufficient in supporting the study of the research problem?
  • Was there another methodological approach that could have been more illuminating?
  • Give your overall evaluation of the methods used in this article. How much trust would you put in generating relevant findings?

Results and Discussion

  • Were the results clearly presented?
  • Did you feel that the results support the theoretical and interpretive claims of the author? Why?
  • What did the author(s) do especially well in describing or analyzing their results?
  • Was the author's evaluation of the findings clearly stated?
  • How well did the discussion of the results relate to what is already known about the research problem?
  • Was the discussion of the results free of repetition and redundancies?
  • What interpretations did the authors make that you think are in incomplete, unwarranted, or overstated?
  • Did the conclusion effectively capture the main points of study?
  • Did the conclusion address the research questions posed? Do they seem reasonable?
  • Were the author’s conclusions consistent with the evidence and arguments presented?
  • Has the author explained how the research added new knowledge or understanding?

Overall Writing Style

  • If the article included tables, figures, or other non-textual elements, did they contribute to understanding the study?
  • Were ideas developed and related in a logical sequence?
  • Were transitions between sections of the article smooth and easy to follow?

Overall Evaluation Section

The final section of a journal analysis paper should bring your thoughts together into a coherent assessment of the value of the research study . This section is where the narrative flow transitions from analyzing specific elements of the article to critically evaluating the overall study. Explain what you view as the significance of the research in relation to the overall course content and any relevant discussions that occurred during class. Think about how the article contributes to understanding the overall research problem, how it fits within existing literature on the topic, how it relates to the course, and what it means to you as a student researcher. In some cases, your professor will also ask you to describe your experiences writing the journal article analysis paper as part of a reflective learning exercise.

Possible questions to help guide your writing of the conclusion and evaluation section may include:

  • Was the structure of the article clear and well organized?
  • Was the topic of current or enduring interest to you?
  • What were the main weaknesses of the article? [this does not refer to limitations stated by the author, but what you believe are potential flaws]
  • Was any of the information in the article unclear or ambiguous?
  • What did you learn from the research? If nothing stood out to you, explain why.
  • Assess the originality of the research. Did you believe it contributed new understanding of the research problem?
  • Were you persuaded by the author’s arguments?
  • If the author made any final recommendations, will they be impactful if applied to practice?
  • In what ways could future research build off of this study?
  • What implications does the study have for daily life?
  • Was the use of non-textual elements, footnotes or endnotes, and/or appendices helpful in understanding the research?
  • What lingering questions do you have after analyzing the article?

NOTE: Avoid using quotes. One of the main purposes of writing an article analysis paper is to learn how to effectively paraphrase and use your own words to summarize a scholarly research study and to explain what the research means to you. Using and citing a direct quote from the article should only be done to help emphasize a key point or to underscore an important concept or idea.

Business: The Article Analysis . Fred Meijer Center for Writing, Grand Valley State University; Bachiochi, Peter et al. "Using Empirical Article Analysis to Assess Research Methods Courses." Teaching of Psychology 38 (2011): 5-9; Brosowsky, Nicholaus P. et al. “Teaching Undergraduate Students to Read Empirical Articles: An Evaluation and Revision of the QALMRI Method.” PsyArXi Preprints , 2020; Holster, Kristin. “Article Evaluation Assignment”. TRAILS: Teaching Resources and Innovations Library for Sociology . Washington DC: American Sociological Association, 2016; Kershaw, Trina C., Jennifer Fugate, and Aminda J. O'Hare. "Teaching Undergraduates to Understand Published Research through Structured Practice in Identifying Key Research Concepts." Scholarship of Teaching and Learning in Psychology . Advance online publication, 2020; Franco, Josue. “Introducing the Analysis of Journal Articles.” Prepared for presentation at the American Political Science Association’s 2020 Teaching and Learning Conference, February 7-9, 2020, Albuquerque, New Mexico; Reviewer's Guide . SAGE Reviewer Gateway, SAGE Journals; Sego, Sandra A. and Anne E. Stuart. "Learning to Read Empirical Articles in General Psychology." Teaching of Psychology 43 (2016): 38-42; Kershaw, Trina C., Jordan P. Lippman, and Jennifer Fugate. "Practice Makes Proficient: Teaching Undergraduate Students to Understand Published Research." Instructional Science 46 (2018): 921-946; Gyuris, Emma, and Laura Castell. "To Tell Them or Show Them? How to Improve Science Students’ Skills of Critical Reading." International Journal of Innovation in Science and Mathematics Education 21 (2013): 70-80; Woodward-Kron, Robyn. "Critical Analysis and the Journal Article Review Assignment." Prospect 18 (August 2003): 20-36; MacMillan, Margy and Allison MacKenzie. "Strategies for Integrating Information Literacy and Academic Literacy: Helping Undergraduate Students Make the Most of Scholarly Articles." Library Management 33 (2012): 525-535.

Writing Tip

Not All Scholarly Journal Articles Can Be Critically Analyzed

There are a variety of articles published in scholarly journals that do not fit within the guidelines of an article analysis assignment. This is because the work cannot be empirically examined or it does not generate new knowledge in a way which can be critically analyzed.

If you are required to locate a research study on your own, avoid selecting these types of journal articles:

  • Theoretical essays which discuss concepts, assumptions, and propositions, but report no empirical research;
  • Statistical or methodological papers that may analyze data, but the bulk of the work is devoted to refining a new measurement, statistical technique, or modeling procedure;
  • Articles that review, analyze, critique, and synthesize prior research, but do not report any original research;
  • Brief essays devoted to research methods and findings;
  • Articles written by scholars in popular magazines or industry trade journals;
  • Academic commentary that discusses research trends or emerging concepts and ideas, but does not contain citations to sources; and
  • Pre-print articles that have been posted online, but may undergo further editing and revision by the journal's editorial staff before final publication. An indication that an article is a pre-print is that it has no volume, issue, or page numbers assigned to it.

Journal Analysis Assignment - Myers . Writing@CSU, Colorado State University; Franco, Josue. “Introducing the Analysis of Journal Articles.” Prepared for presentation at the American Political Science Association’s 2020 Teaching and Learning Conference, February 7-9, 2020, Albuquerque, New Mexico; Woodward-Kron, Robyn. "Critical Analysis and the Journal Article Review Assignment." Prospect 18 (August 2003): 20-36.

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Qualitative research examples: How to unlock, rich, descriptive insights

User Research

Aug 19, 2024 • 17 minutes read

Qualitative research examples: How to unlock, rich, descriptive insights

Qualitative research uncovers in-depth user insights, but what does it look like? Here are seven methods and examples to help you get the data you need.

Armin Tanovic

Armin Tanovic

Behind every what, there’s a why . Qualitative research is how you uncover that why. It enables you to connect with users and understand their thoughts, feelings, wants, needs, and pain points.

There’s many methods for conducting qualitative research, and many objectives it can help you pursue—you might want to explore ways to improve NPS scores, combat reduced customer retention, or understand (and recreate) the success behind a well-received product. The common thread? All these metrics impact your business, and qualitative research can help investigate and improve that impact.

In this article, we’ll take you through seven methods and examples of qualitative research, including when and how to use them.

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articles research example

7 Qualitative research methods: An overview

There are various qualitative UX research methods that can help you get in-depth, descriptive insights. Some are suited to specific phases of the design and development process, while others are more task-oriented.

Here’s our overview of the most common qualitative research methods. Keep reading for their use cases, and detailed examples of how to conduct them.

Method

User interviews

Focus groups

Ethnographic research

Qualitative observation

Case study research

Secondary research

Open-ended surveys

to extract descriptive insights.

1. User interviews

A user interview is a one-on-one conversation between a UX researcher, designer or Product Manager and a target user to understand their thoughts, perspectives, and feelings on a product or service. User interviews are a great way to get non-numerical data on individual experiences with your product, to gain a deeper understanding of user perspectives.

Interviews can be structured, semi-structured, or unstructured . Structured interviews follow a strict interview script and can help you get answers to your planned questions, while semi and unstructured interviews are less rigid in their approach and typically lead to more spontaneous, user-centered insights.

When to use user interviews

Interviews are ideal when you want to gain an in-depth understanding of your users’ perspectives on your product or service, and why they feel a certain way.

Interviews can be used at any stage in the product design and development process, being particularly helpful during:

  • The discovery phase: To better understand user needs, problems, and the context in which they use your product—revealing the best potential solutions
  • The design phase: To get contextual feedback on mockups, wireframes, and prototypes, helping you pinpoint issues and the reasons behind them
  • Post-launch: To assess if your product continues to meet users’ shifting expectations and understand why or why not

How to conduct user interviews: The basics

  • Draft questions based on your research objectives
  • Recruit relevant research participants and schedule interviews
  • Conduct the interview and transcribe responses
  • Analyze the interview responses to extract insights
  • Use your findings to inform design, product, and business decisions

💡 A specialized user interview tool makes interviewing easier. With Maze Interview Studies , you can recruit, host, and analyze interviews all on one platform.

User interviews: A qualitative research example

Let’s say you’ve designed a recruitment platform, called Tech2Talent , that connects employers with tech talent. Before starting the design process, you want to clearly understand the pain points employers experience with existing recruitment tools'.

You draft a list of ten questions for a semi-structured interview for 15 different one-on-one interviews. As it’s semi-structured, you don’t expect to ask all the questions—the script serves as more of a guide.

One key question in your script is: “Have tech recruitment platforms helped you find the talent you need in the past?”

Most respondents answer with a resounding and passionate ‘no’ with one of them expanding:

“For our company, it’s been pretty hit or miss honestly. They let just about anyone make a profile and call themselves tech talent. It’s so hard sifting through serious candidates. I can’t see any of their achievements until I invest time setting up an interview.”

You begin to notice a pattern in your responses: recruitment tools often lack easily accessible details on talent profiles.

You’ve gained contextual feedback on why other recruitment platforms fail to solve user needs.

2. Focus groups

A focus group is a research method that involves gathering a small group of people—around five to ten users—to discuss a specific topic, such as their’ experience with your new product feature. Unlike user interviews, focus groups aim to capture the collective opinion of a wider market segment and encourage discussion among the group.

When to use focus groups

You should use focus groups when you need a deeper understanding of your users’ collective opinions. The dynamic discussion among participants can spark in-depth insights that might not emerge from regular interviews.

Focus groups can be used before, during, and after a product launch. They’re ideal:

  • Throughout the problem discovery phase: To understand your user segment’s pain points and expectations, and generate product ideas
  • Post-launch: To evaluate and understand the collective opinion of your product’s user experience
  • When conducting market research: To grasp usage patterns, consumer perceptions, and market opportunities for your product

How to conduct focus group studies: The basics

  • Draft prompts to spark conversation, or a series of questions based on your UX research objectives
  • Find a group of five to ten users who are representative of your target audience (or a specific user segment) and schedule your focus group session
  • Conduct the focus group by talking and listening to users, then transcribe responses
  • Analyze focus group responses and extract insights
  • Use your findings to inform design decisions

The number of participants can make it difficult to take notes or do manual transcriptions. We recommend using a transcription or a specialized UX research tool , such as Maze, that can automatically create ready-to-share reports and highlight key user insights.

Focus groups: A qualitative research example

You’re a UX researcher at FitMe , a fitness app that creates customized daily workouts for gym-goers. Unlike many other apps, FitMe takes into account the previous day’s workout and aims to create one that allows users to effectively rest different muscles.

However, FitMe has an issue. Users are generating workouts but not completing them. They’re accessing the app, taking the necessary steps to get a workout for the day, but quitting at the last hurdle.

Time to talk to users.

You organize a focus group to get to the root of the drop-off issue. You invite five existing users, all of whom have dropped off at the exact point you’re investigating, and ask them questions to uncover why.

A dialog develops:

Participant 1: “Sometimes I’ll get a workout that I just don’t want to do. Sure, it’s a good workout—but I just don’t want to physically do it. I just do my own thing when that happens.”

Participant 2: “Same here, some of them are so boring. I go to the gym because I love it. It’s an escape.”

Participant 3: “Right?! I get that the app generates the best one for me on that specific day, but I wish I could get a couple of options.”

Participant 4: “I’m the same, there are some exercises I just refuse to do. I’m not coming to the gym to do things I dislike.”

Conducting the focus groups and reviewing the transcripts, you realize that users want options. A workout that works for one gym-goer doesn’t necessarily work for the next.

A possible solution? Adding the option to generate a new workout (that still considers previous workouts)and the ability to blacklist certain exercises, like burpees.

3. Ethnographic research

Ethnographic research is a research method that involves observing and interacting with users in a real-life environment. By studying users in their natural habitat, you can understand how your product fits into their daily lives.

Ethnographic research can be active or passive. Active ethnographic research entails engaging with users in their natural environment and then following up with methods like interviews. Passive ethnographic research involves letting the user interact with the product while you note your observations.

When to use ethnographic research

Ethnographic research is best suited when you want rich insights into the context and environment in which users interact with your product. Keep in mind that you can conduct ethnographic research throughout the entire product design and development process —from problem discovery to post-launch. However, it’s mostly done early in the process:

  • Early concept development: To gain an understanding of your user's day-to-day environment. Observe how they complete tasks and the pain points they encounter. The unique demands of their everyday lives will inform how to design your product.
  • Initial design phase: Even if you have a firm grasp of the user’s environment, you still need to put your solution to the test. Conducting ethnographic research with your users interacting with your prototype puts theory into practice.

How to conduct ethnographic research:

  • Recruit users who are reflective of your audience
  • Meet with them in their natural environment, and tell them to behave as they usually would
  • Take down field notes as they interact with your product
  • Engage with your users, ask questions, or host an in-depth interview if you’re doing an active ethnographic study
  • Collect all your data and analyze it for insights

While ethnographic studies provide a comprehensive view of what potential users actually do, they are resource-intensive and logistically difficult. A common alternative is diary studies. Like ethnographic research, diary studies examine how users interact with your product in their day-to-day, but the data is self-reported by participants.

⚙️ Recruiting participants proving tough and time-consuming? Maze Panel makes it easy, with 400+ filters to find your ideal participants from a pool of 3 million participants.

Ethnographic research: A qualitative research example

You're a UX researcher for a project management platform called ProFlow , and you’re conducting an ethnographic study of the project creation process with key users, including a startup’s COO.

The first thing you notice is that the COO is rushing while navigating the platform. You also take note of the 46 tabs and Zoom calls opened on their monitor. Their attention is divided, and they let out an exasperated sigh as they repeatedly hit “refresh” on your website’s onboarding interface.

You conclude the session with an interview and ask, “How easy or difficult did you find using ProFlow to coordinate a project?”

The COO answers: “Look, the whole reason we turn to project platforms is because we need to be quick on our feet. I’m doing a million things so I need the process to be fast and simple. The actual project management is good, but creating projects and setting up tables is way too complicated.”

You realize that ProFlow ’s project creation process takes way too much time for professionals working in fast-paced, dynamic environments. To solve the issue, propose a quick-create option that enables them to move ahead with the basics instead of requiring in-depth project details.

4. Qualitative observation

Qualitative observation is a similar method to ethnographic research, though not as deep. It involves observing your users in a natural or controlled environment and taking notes as they interact with a product. However, be sure not to interrupt them, as this compromises the integrity of the study and turns it into active ethnographic research.

When to qualitative observation

Qualitative observation is best when you want to record how users interact with your product without anyone interfering. Much like ethnographic research, observation is best done during:

  • Early concept development: To help you understand your users' daily lives, how they complete tasks, and the problems they deal with. The observations you collect in these instances will help you define a concept for your product.
  • Initial design phase: Observing how users deal with your prototype helps you test if they can easily interact with it in their daily environments

How to conduct qualitative observation:

  • Recruit users who regularly use your product
  • Meet with users in either their natural environment, such as their office, or within a controlled environment, such as a lab
  • Observe them and take down field notes based on what you notice

Qualitative observation: An qualitative research example

You’re conducting UX research for Stackbuilder , an app that connects businesses with tools ideal for their needs and budgets. To determine if your app is easy to use for industry professionals, you decide to conduct an observation study.

Sitting in with the participant, you notice they breeze past the onboarding process, quickly creating an account for their company. Yet, after specifying their company’s budget, they suddenly slow down. They open links to each tool’s individual page, confusingly switching from one tab to another. They let out a sigh as they read through each website.

Conducting your observation study, you realize that users find it difficult to extract information from each tool’s website. Based on your field notes, you suggest including a bullet-point summary of each tool directly on your platform.

5. Case study research

Case studies are a UX research method that provides comprehensive and contextual insights into a real-world case over a long period of time. They typically include a range of other qualitative research methods, like interviews, observations, and ethnographic research. A case study allows you to form an in-depth analysis of how people use your product, helping you uncover nuanced differences between your users.

When to use case studies

Case studies are best when your product involves complex interactions that need to be tracked over a longer period or through in-depth analysis. You can also use case studies when your product is innovative, and there’s little existing data on how users interact with it.

As for specific phases in the product design and development process:

  • Initial design phase: Case studies can help you rigorously test for product issues and the reasons behind them, giving you in-depth feedback on everything between user motivations, friction points, and usability issues
  • Post-launch phase: Continuing with case studies after launch can give you ongoing feedback on how users interact with the product in their day-to-day lives. These insights ensure you can meet shifting user expectations with product updates and future iterations

How to conduct case studies:

  • Outline an objective for your case study such as examining specific user tasks or the overall user journey
  • Select qualitative research methods such as interviews, ethnographic studies, or observations
  • Collect and analyze your data for comprehensive insights
  • Include your findings in a report with proposed solutions

Case study research: A qualitative research example

Your team has recently launched Pulse , a platform that analyzes social media posts to identify rising digital marketing trends. Pulse has been on the market for a year, and you want to better understand how it helps small businesses create successful campaigns.

To conduct your case study, you begin with a series of interviews to understand user expectations, ethnographic research sessions, and focus groups. After sorting responses and observations into common themes you notice a main recurring pattern. Users have trouble interpreting the data from their dashboards, making it difficult to identify which trends to follow.

With your synthesized insights, you create a report with detailed narratives of individual user experiences, common themes and issues, and recommendations for addressing user friction points.

Some of your proposed solutions include creating intuitive graphs and summaries for each trend study. This makes it easier for users to understand trends and implement strategic changes in their campaigns.

6. Secondary research

Secondary research is a research method that involves collecting and analyzing documents, records, and reviews that provide you with contextual data on your topic. You’re not connecting with participants directly, but rather accessing pre-existing available data. For example, you can pull out insights from your UX research repository to reexamine how they apply to your new UX research objective.

Strictly speaking, it can be both qualitative and quantitative—but today we focus on its qualitative application.

When to use secondary research

Record keeping is particularly useful when you need supplemental insights to complement, validate, or compare current research findings. It helps you analyze shifting trends amongst your users across a specific period. Some other scenarios where you need record keeping include:

  • Initial discovery or exploration phase: Secondary research can help you quickly gather background information and data to understand the broader context of a market
  • Design and development phase: See what solutions are working in other contexts for an idea of how to build yours

Secondary research is especially valuable when your team faces budget constraints, tight deadlines, or limited resources. Through review mining and collecting older findings, you can uncover useful insights that drive decision-making throughout the product design and development process.

How to conduct secondary research:

  • Outline your UX research objective
  • Identify potential data sources for information on your product, market, or target audience. Some of these sources can include: a. Review websites like Capterra and G2 b. Social media channels c. Customer service logs and disputes d. Website reviews e. Reports and insights from previous research studies f. Industry trends g. Information on competitors
  • Analyze your data by identifying recurring patterns and themes for insights

Secondary research: A qualitative research example

SafeSurf is a cybersecurity platform that offers threat detection, security audits, and real-time reports. After conducting multiple rounds of testing, you need a quick and easy way to identify remaining usability issues. Instead of conducting another resource-intensive method, you opt for social listening and data mining for your secondary research.

Browsing through your company’s X, you identify a recurring theme: many users without a background in tech find SafeSurf ’s reports too technical and difficult to read. Users struggle with understanding what to do if their networks are breached.

After checking your other social media channels and review sites, the issue pops up again.

With your gathered insights, your team settles on introducing a simplified version of reports, including clear summaries, takeaways, and step-by-step protocols for ensuring security.

By conducting secondary research, you’ve uncovered a major usability issue—all without spending large amounts of time and resources to connect with your users.

7. Open-ended surveys

Open-ended surveys are a type of unmoderated UX research method that involves asking users to answer a list of qualitative research questions designed to uncover their attitudes, expectations, and needs regarding your service or product. Open-ended surveys allow users to give in-depth, nuanced, and contextual responses.

When to use open-ended surveys

User surveys are an effective qualitative research method for reaching a large number of users. You can use them at any stage of the design and product development process, but they’re particularly useful:

  • When you’re conducting generative research : Open-ended surveys allow you to reach a wide range of users, making them especially useful during initial research phases when you need broad insights into user experiences
  • When you need to understand customer satisfaction: Open-ended customer satisfaction surveys help you uncover why your users might be dissatisfied with your product, helping you find the root cause of their negative experiences
  • In combination with close-ended surveys: Get a combination of numerical, statistical insights and rich descriptive feedback. You’ll know what a specific percentage of your users think and why they think it.

How to conduct open-ended surveys:

  • Design your survey and draft out a list of survey questions
  • Distribute your surveys to respondents
  • Analyze survey participant responses for key themes and patterns
  • Use your findings to inform your design process

Open-ended surveys: A qualitative research example

You're a UX researcher for RouteReader , a comprehensive logistics platform that allows users to conduct shipment tracking and route planning. Recently, you’ve launched a new predictive analytics feature that allows users to quickly identify and prepare for supply chain disruptions.

To better understand if users find the new feature helpful, you create an open-ended, in-app survey.

The questions you ask your users:

  • “What has been your experience with our new predictive analytics feature?"
  • “Do you find it easy or difficult to rework your routes based on our predictive suggestions?”
  • “Does the predictive analytics feature make planning routes easier? Why or why not?”

Most of the responses are positive. Users report using the predictive analytics feature to make last-minute adjustments to their route plans, and some even rely on it regularly. However, a few users find the feature hard to notice, making it difficult to adjust their routes on time.

To ensure users have supply chain insights on time, you integrate the new feature into each interface so users can easily spot important information and adjust their routes accordingly.

💡 Surveys are a lot easier with a quality survey tool. Maze’s Feedback Surveys solution has all you need to ensure your surveys get the insights you need—including AI-powered follow-up and automated reports.

Qualitative research vs. quantitative research: What’s the difference?

Alongside qualitative research approaches, UX teams also use quantitative research methods. Despite the similar names, the two are very different.

Here are some of the key differences between qualitative research and quantitative research .

Research type

Qualitative research

.

Quantitative research

Before selecting either qualitative or quantitative methods, first identify what you want to achieve with your UX research project. As a general rule of thumb, think qualitative data collection for in-depth understanding and quantitative studies for measurement and validation.

Conduct qualitative research with Maze

You’ll often find that knowing the what is pointless without understanding the accompanying why . Qualitative research helps you uncover your why.

So, what about how —how do you identify your 'what' and your 'why'?

The answer is with a user research tool like Maze.

Maze is the leading user research platform that lets you organize, conduct, and analyze both qualitative and quantitative research studies—all from one place. Its wide variety of UX research methods and advanced AI capabilities help you get the insights you need to build the right products and experiences faster.

Frequently asked questions about qualitative research examples

What is qualitative research?

Qualitative research is a research method that aims to provide contextual, descriptive, and non-numerical insights on a specific issue. Qualitative research methods like interviews, case studies, and ethnographic studies allow you to uncover the reasoning behind your user’s attitudes and opinions.

Can a study be both qualitative and quantitative?

Absolutely! You can use mixed methods in your research design, which combines qualitative and quantitative approaches to gain both descriptive and statistical insights.

For example, user surveys can have both close-ended and open-ended questions, providing comprehensive data like percentages of user views and descriptive reasoning behind their answers.

Is qualitative or quantitative research better?

The choice between qualitative and quantitative research depends upon your research goals and objectives.

Qualitative research methods are better suited when you want to understand the complexities of your user’s problems and uncover the underlying motives beneath their thoughts, feelings, and behaviors. Quantitative research excels in giving you numerical data, helping you gain a statistical view of your user's attitudes, identifying trends, and making predictions.

What are some approaches to qualitative research?

There are many approaches to qualitative studies. An approach is the underlying theory behind a method, and a method is a way of implementing the approach. Here are some approaches to qualitative research:

  • Grounded theory: Researchers study a topic and develop theories inductively
  • Phenomenological research: Researchers study a phenomenon through the lived experiences of those involved
  • Ethnography: Researchers immerse themselves in organizations to understand how they operate

Finding Scholarly Articles: Home

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What's a Scholarly Article?

Your professor has specified that you are to use scholarly (or primary research or peer-reviewed or refereed or academic) articles only in your paper. What does that mean?

Scholarly or primary research articles are peer-reviewed , which means that they have gone through the process of being read by reviewers or referees  before being accepted for publication. When a scholar submits an article to a scholarly journal, the manuscript is sent to experts in that field to read and decide if the research is valid and the article should be published. Typically the reviewers indicate to the journal editors whether they think the article should be accepted, sent back for revisions, or rejected.

To decide whether an article is a primary research article, look for the following:

  • The author’s (or authors') credentials and academic affiliation(s) should be given;
  • There should be an abstract summarizing the research;
  • The methods and materials used should be given, often in a separate section;
  • There are citations within the text or footnotes referencing sources used;
  • Results of the research are given;
  • There should be discussion   and  conclusion ;
  • With a bibliography or list of references at the end.

Caution: even though a journal may be peer-reviewed, not all the items in it will be. For instance, there might be editorials, book reviews, news reports, etc. Check for the parts of the article to be sure.   

You can limit your search results to primary research, peer-reviewed or refereed articles in many databases. To search for scholarly articles in  HOLLIS , type your keywords in the box at the top, and select  Catalog&Articles  from the choices that appear next.   On the search results screen, look for the  Show Only section on the right and click on  Peer-reviewed articles . (Make sure to  login in with your HarvardKey to get full-text of the articles that Harvard has purchased.)

Many of the databases that Harvard offers have similar features to limit to peer-reviewed or scholarly articles.  For example in Academic Search Premier , click on the box for Scholarly (Peer Reviewed) Journals  on the search screen.

Review articles are another great way to find scholarly primary research articles.   Review articles are not considered "primary research", but they pull together primary research articles on a topic, summarize and analyze them.  In Google Scholar , click on Review Articles  at the left of the search results screen. Ask your professor whether review articles can be cited for an assignment.

A note about Google searching.  A regular Google search turns up a broad variety of results, which can include scholarly articles but Google results also contain commercial and popular sources which may be misleading, outdated, etc.  Use Google Scholar  through the Harvard Library instead.

About Wikipedia .  W ikipedia is not considered scholarly, and should not be cited, but it frequently includes references to scholarly articles. Before using those references for an assignment, double check by finding them in Hollis or a more specific subject  database .

Still not sure about a source? Consult the course syllabus for guidance, contact your professor or teaching fellow, or use the Ask A Librarian service.

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Articles, Books and . . . ? Understanding the Many Types of Information Found in Libraries

  • Reference Sources

Academic Journals

Magazines and trade journals, conference papers, technical reports, anthologies.

  • Documents and Reports
  • Non-Text Content
  • Archival Materials

Short works, anywhere from a paragraph up to about 30 pages, published as part of some larger work.

Because of their short length, articles often exclude background info and explanations, so they're usually the last stop in your research process, after you've narrowed down your topic and need to find very specific information.

The main thing to remember about articles is that they're almost always published in some larger work , like a journal, a newspaper, or an anthology. It's those "article containers" that define the types of articles, how you use them, and how you find them.

Articles are also the main reason we have so many databases . The Library Catalog lists everything we own, but only at the level of whole books and journals. It will tell you we have the New York Times, and for what dates, but it doesn't know what articles are in it. Search in UC Library Search using the "Articles, books, and more" scope will search all the databases we subscribe to and some we don't. If you find something we do not own, you can request it on Interlibrary Loan.

Physical Media

While newer journals and magazines are usually online, many older issues are still only available in paper. In addition, many of our online subscriptions explicitly don't include the latest material, specifically to encourage sales of print subscriptions. Older newspapers are usually transferred to microfilm.

Scholarly Sources

The terms academic or scholarly journal are usually synonymous with peer-reviewed , but check the journal's publishing policies to be sure. Trade journals, magazines, and newspapers are rarely peer-reviewed.

Primary or Secondary Sources

In the social sciences and humanities, articles are usually secondary sources; the exceptions are articles reporting original research findings from field studies. Primary source articles are more common in the physical and life sciences, where many articles are reporting primary research results from experiments, case studies, and clinical trials.

Clues that you're reading an academic article

articles research example

  • Footnotes or endnotes
  • Bilbliography or list of references

Articles in academic (peer-reviewed) journals are the primary forum for scholarly communication, where scholars introduce and debate new ideas and research. They're usually not written for laymen, and assume familiarity with other recent work in the field. Journal articles also tend to be narrowly focused, concentrating on analysis of one or two creative works or studies, though they may also contain review articles or literature reviews which summarize recent published work in a field.

In addition to regular articles, academic journals often include book reviews (of scholarly books ) and letters from readers commenting on recent articles.

Clues that you're reading a non -academic article

articles research example

  • Decorative photos
  • Advertisements

Unlike scholarly journals, magazines are written for a mainstream audience and are not peer-reviewed. A handful of academic journals (like Science and Nature ) blur the line between these two categories; they publish peer-reviewed articles, but combine them with news, opinions, and full-color photos in a magazine-style presentation.

Trade journals are targeted toward a specific profession or industry. Despite the name, they are usually not peer-reviewed. However, they sometimes represent a gray area between popular magazines and scholarly journals. When in doubt, ask your professor or TA whether a specific source is acceptable.

Newspapers as Primary Sources

Though usually written by journalists who were not direct witnesses to events, newspapers and news broadcasts may include quotes or interviews from people who were. In the absence of first-person accounts, contemporary news reports may be the closest thing to a primary source available.

Of all the content types listed here, newspapers are the fastest to publish. Use newspaper articles to find information about recent events and contemporary reports of/reactions to historic events.

articles research example

  • News by UCLA Library Last Updated Aug 6, 2024 8885 views this year

Reviews are a type of article that can appear in any of the categories above. The type of publication will usually determine the type of review. Newspapers and magazines review movies, plays, general interest books, and consumer products. Academic journals review scholarly books.

Note that a review is not the same as scholarly analysis and criticism! Book reviews, even in scholarly journals, are usually not peer-reviewed.

Review Scholarly Criticism

articles research example

Conference papers aren't always published and can be tricky to find . Recent conference papers are often online, along with the PowerPoint files or other materials used in the actual presentation. However, access may be limited to conference participants and/or members of the academic organization which sponsored the conference.

In paper formats, all of the papers from a certain conference may be re-printed in the conference proceedings . Search for Proceedings of the [name of conference] to find what's available, or ask for help from a librarian. But be aware that published proceedings may only include abstracts or even just the name of the presenter and the title of the presentation. This is especially true of poster presentations , which really are large graphic posters (which don't translate well to either printed books or computer monitors).

As the name implies, most technical reports are about research in the physical sciences or engineering. However, there are also technical reports produced in the life and social sciences,

articles research example

Like conference papers , some technical reports are eventually transformed into academic journal articles , but they may also be released after a journal article to provide supplementary data that didn't fit within the article. Also like conference papers, technical reports can be hard to find , especially older reports which may only be available in microfiche . Ask for help from a librarian!

Anthologies are a cross-over example. They're books that contain articles (chapters). Anthologies may be collections of articles by a single author, or collections of articles on a theme from different authors chosen by an editor. Many anthologies reprint articles already published elsewhere, but some contain original works.

Anthologies are rarely peer-reviewed, but they still may be considered scholarly works, depending on the reputation of the authors and editors. Use the same criteria listed for scholarly books .

Of course, reprints of articles originally published in peer-reviewed journals retain their "scholarly" status. (Note that most style manuals have special rules for citing reprinted works.)

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Research Method

Home » Research Paper – Structure, Examples and Writing Guide

Research Paper – Structure, Examples and Writing Guide

Table of Contents

Research Paper

Research Paper

Definition:

Research Paper is a written document that presents the author’s original research, analysis, and interpretation of a specific topic or issue.

It is typically based on Empirical Evidence, and may involve qualitative or quantitative research methods, or a combination of both. The purpose of a research paper is to contribute new knowledge or insights to a particular field of study, and to demonstrate the author’s understanding of the existing literature and theories related to the topic.

Structure of Research Paper

The structure of a research paper typically follows a standard format, consisting of several sections that convey specific information about the research study. The following is a detailed explanation of the structure of a research paper:

The title page contains the title of the paper, the name(s) of the author(s), and the affiliation(s) of the author(s). It also includes the date of submission and possibly, the name of the journal or conference where the paper is to be published.

The abstract is a brief summary of the research paper, typically ranging from 100 to 250 words. It should include the research question, the methods used, the key findings, and the implications of the results. The abstract should be written in a concise and clear manner to allow readers to quickly grasp the essence of the research.

Introduction

The introduction section of a research paper provides background information about the research problem, the research question, and the research objectives. It also outlines the significance of the research, the research gap that it aims to fill, and the approach taken to address the research question. Finally, the introduction section ends with a clear statement of the research hypothesis or research question.

Literature Review

The literature review section of a research paper provides an overview of the existing literature on the topic of study. It includes a critical analysis and synthesis of the literature, highlighting the key concepts, themes, and debates. The literature review should also demonstrate the research gap and how the current study seeks to address it.

The methods section of a research paper describes the research design, the sample selection, the data collection and analysis procedures, and the statistical methods used to analyze the data. This section should provide sufficient detail for other researchers to replicate the study.

The results section presents the findings of the research, using tables, graphs, and figures to illustrate the data. The findings should be presented in a clear and concise manner, with reference to the research question and hypothesis.

The discussion section of a research paper interprets the findings and discusses their implications for the research question, the literature review, and the field of study. It should also address the limitations of the study and suggest future research directions.

The conclusion section summarizes the main findings of the study, restates the research question and hypothesis, and provides a final reflection on the significance of the research.

The references section provides a list of all the sources cited in the paper, following a specific citation style such as APA, MLA or Chicago.

How to Write Research Paper

You can write Research Paper by the following guide:

  • Choose a Topic: The first step is to select a topic that interests you and is relevant to your field of study. Brainstorm ideas and narrow down to a research question that is specific and researchable.
  • Conduct a Literature Review: The literature review helps you identify the gap in the existing research and provides a basis for your research question. It also helps you to develop a theoretical framework and research hypothesis.
  • Develop a Thesis Statement : The thesis statement is the main argument of your research paper. It should be clear, concise and specific to your research question.
  • Plan your Research: Develop a research plan that outlines the methods, data sources, and data analysis procedures. This will help you to collect and analyze data effectively.
  • Collect and Analyze Data: Collect data using various methods such as surveys, interviews, observations, or experiments. Analyze data using statistical tools or other qualitative methods.
  • Organize your Paper : Organize your paper into sections such as Introduction, Literature Review, Methods, Results, Discussion, and Conclusion. Ensure that each section is coherent and follows a logical flow.
  • Write your Paper : Start by writing the introduction, followed by the literature review, methods, results, discussion, and conclusion. Ensure that your writing is clear, concise, and follows the required formatting and citation styles.
  • Edit and Proofread your Paper: Review your paper for grammar and spelling errors, and ensure that it is well-structured and easy to read. Ask someone else to review your paper to get feedback and suggestions for improvement.
  • Cite your Sources: Ensure that you properly cite all sources used in your research paper. This is essential for giving credit to the original authors and avoiding plagiarism.

Research Paper Example

Note : The below example research paper is for illustrative purposes only and is not an actual research paper. Actual research papers may have different structures, contents, and formats depending on the field of study, research question, data collection and analysis methods, and other factors. Students should always consult with their professors or supervisors for specific guidelines and expectations for their research papers.

Research Paper Example sample for Students:

Title: The Impact of Social Media on Mental Health among Young Adults

Abstract: This study aims to investigate the impact of social media use on the mental health of young adults. A literature review was conducted to examine the existing research on the topic. A survey was then administered to 200 university students to collect data on their social media use, mental health status, and perceived impact of social media on their mental health. The results showed that social media use is positively associated with depression, anxiety, and stress. The study also found that social comparison, cyberbullying, and FOMO (Fear of Missing Out) are significant predictors of mental health problems among young adults.

Introduction: Social media has become an integral part of modern life, particularly among young adults. While social media has many benefits, including increased communication and social connectivity, it has also been associated with negative outcomes, such as addiction, cyberbullying, and mental health problems. This study aims to investigate the impact of social media use on the mental health of young adults.

Literature Review: The literature review highlights the existing research on the impact of social media use on mental health. The review shows that social media use is associated with depression, anxiety, stress, and other mental health problems. The review also identifies the factors that contribute to the negative impact of social media, including social comparison, cyberbullying, and FOMO.

Methods : A survey was administered to 200 university students to collect data on their social media use, mental health status, and perceived impact of social media on their mental health. The survey included questions on social media use, mental health status (measured using the DASS-21), and perceived impact of social media on their mental health. Data were analyzed using descriptive statistics and regression analysis.

Results : The results showed that social media use is positively associated with depression, anxiety, and stress. The study also found that social comparison, cyberbullying, and FOMO are significant predictors of mental health problems among young adults.

Discussion : The study’s findings suggest that social media use has a negative impact on the mental health of young adults. The study highlights the need for interventions that address the factors contributing to the negative impact of social media, such as social comparison, cyberbullying, and FOMO.

Conclusion : In conclusion, social media use has a significant impact on the mental health of young adults. The study’s findings underscore the need for interventions that promote healthy social media use and address the negative outcomes associated with social media use. Future research can explore the effectiveness of interventions aimed at reducing the negative impact of social media on mental health. Additionally, longitudinal studies can investigate the long-term effects of social media use on mental health.

Limitations : The study has some limitations, including the use of self-report measures and a cross-sectional design. The use of self-report measures may result in biased responses, and a cross-sectional design limits the ability to establish causality.

Implications: The study’s findings have implications for mental health professionals, educators, and policymakers. Mental health professionals can use the findings to develop interventions that address the negative impact of social media use on mental health. Educators can incorporate social media literacy into their curriculum to promote healthy social media use among young adults. Policymakers can use the findings to develop policies that protect young adults from the negative outcomes associated with social media use.

References :

  • Twenge, J. M., & Campbell, W. K. (2019). Associations between screen time and lower psychological well-being among children and adolescents: Evidence from a population-based study. Preventive medicine reports, 15, 100918.
  • Primack, B. A., Shensa, A., Escobar-Viera, C. G., Barrett, E. L., Sidani, J. E., Colditz, J. B., … & James, A. E. (2017). Use of multiple social media platforms and symptoms of depression and anxiety: A nationally-representative study among US young adults. Computers in Human Behavior, 69, 1-9.
  • Van der Meer, T. G., & Verhoeven, J. W. (2017). Social media and its impact on academic performance of students. Journal of Information Technology Education: Research, 16, 383-398.

Appendix : The survey used in this study is provided below.

Social Media and Mental Health Survey

  • How often do you use social media per day?
  • Less than 30 minutes
  • 30 minutes to 1 hour
  • 1 to 2 hours
  • 2 to 4 hours
  • More than 4 hours
  • Which social media platforms do you use?
  • Others (Please specify)
  • How often do you experience the following on social media?
  • Social comparison (comparing yourself to others)
  • Cyberbullying
  • Fear of Missing Out (FOMO)
  • Have you ever experienced any of the following mental health problems in the past month?
  • Do you think social media use has a positive or negative impact on your mental health?
  • Very positive
  • Somewhat positive
  • Somewhat negative
  • Very negative
  • In your opinion, which factors contribute to the negative impact of social media on mental health?
  • Social comparison
  • In your opinion, what interventions could be effective in reducing the negative impact of social media on mental health?
  • Education on healthy social media use
  • Counseling for mental health problems caused by social media
  • Social media detox programs
  • Regulation of social media use

Thank you for your participation!

Applications of Research Paper

Research papers have several applications in various fields, including:

  • Advancing knowledge: Research papers contribute to the advancement of knowledge by generating new insights, theories, and findings that can inform future research and practice. They help to answer important questions, clarify existing knowledge, and identify areas that require further investigation.
  • Informing policy: Research papers can inform policy decisions by providing evidence-based recommendations for policymakers. They can help to identify gaps in current policies, evaluate the effectiveness of interventions, and inform the development of new policies and regulations.
  • Improving practice: Research papers can improve practice by providing evidence-based guidance for professionals in various fields, including medicine, education, business, and psychology. They can inform the development of best practices, guidelines, and standards of care that can improve outcomes for individuals and organizations.
  • Educating students : Research papers are often used as teaching tools in universities and colleges to educate students about research methods, data analysis, and academic writing. They help students to develop critical thinking skills, research skills, and communication skills that are essential for success in many careers.
  • Fostering collaboration: Research papers can foster collaboration among researchers, practitioners, and policymakers by providing a platform for sharing knowledge and ideas. They can facilitate interdisciplinary collaborations and partnerships that can lead to innovative solutions to complex problems.

When to Write Research Paper

Research papers are typically written when a person has completed a research project or when they have conducted a study and have obtained data or findings that they want to share with the academic or professional community. Research papers are usually written in academic settings, such as universities, but they can also be written in professional settings, such as research organizations, government agencies, or private companies.

Here are some common situations where a person might need to write a research paper:

  • For academic purposes: Students in universities and colleges are often required to write research papers as part of their coursework, particularly in the social sciences, natural sciences, and humanities. Writing research papers helps students to develop research skills, critical thinking skills, and academic writing skills.
  • For publication: Researchers often write research papers to publish their findings in academic journals or to present their work at academic conferences. Publishing research papers is an important way to disseminate research findings to the academic community and to establish oneself as an expert in a particular field.
  • To inform policy or practice : Researchers may write research papers to inform policy decisions or to improve practice in various fields. Research findings can be used to inform the development of policies, guidelines, and best practices that can improve outcomes for individuals and organizations.
  • To share new insights or ideas: Researchers may write research papers to share new insights or ideas with the academic or professional community. They may present new theories, propose new research methods, or challenge existing paradigms in their field.

Purpose of Research Paper

The purpose of a research paper is to present the results of a study or investigation in a clear, concise, and structured manner. Research papers are written to communicate new knowledge, ideas, or findings to a specific audience, such as researchers, scholars, practitioners, or policymakers. The primary purposes of a research paper are:

  • To contribute to the body of knowledge : Research papers aim to add new knowledge or insights to a particular field or discipline. They do this by reporting the results of empirical studies, reviewing and synthesizing existing literature, proposing new theories, or providing new perspectives on a topic.
  • To inform or persuade: Research papers are written to inform or persuade the reader about a particular issue, topic, or phenomenon. They present evidence and arguments to support their claims and seek to persuade the reader of the validity of their findings or recommendations.
  • To advance the field: Research papers seek to advance the field or discipline by identifying gaps in knowledge, proposing new research questions or approaches, or challenging existing assumptions or paradigms. They aim to contribute to ongoing debates and discussions within a field and to stimulate further research and inquiry.
  • To demonstrate research skills: Research papers demonstrate the author’s research skills, including their ability to design and conduct a study, collect and analyze data, and interpret and communicate findings. They also demonstrate the author’s ability to critically evaluate existing literature, synthesize information from multiple sources, and write in a clear and structured manner.

Characteristics of Research Paper

Research papers have several characteristics that distinguish them from other forms of academic or professional writing. Here are some common characteristics of research papers:

  • Evidence-based: Research papers are based on empirical evidence, which is collected through rigorous research methods such as experiments, surveys, observations, or interviews. They rely on objective data and facts to support their claims and conclusions.
  • Structured and organized: Research papers have a clear and logical structure, with sections such as introduction, literature review, methods, results, discussion, and conclusion. They are organized in a way that helps the reader to follow the argument and understand the findings.
  • Formal and objective: Research papers are written in a formal and objective tone, with an emphasis on clarity, precision, and accuracy. They avoid subjective language or personal opinions and instead rely on objective data and analysis to support their arguments.
  • Citations and references: Research papers include citations and references to acknowledge the sources of information and ideas used in the paper. They use a specific citation style, such as APA, MLA, or Chicago, to ensure consistency and accuracy.
  • Peer-reviewed: Research papers are often peer-reviewed, which means they are evaluated by other experts in the field before they are published. Peer-review ensures that the research is of high quality, meets ethical standards, and contributes to the advancement of knowledge in the field.
  • Objective and unbiased: Research papers strive to be objective and unbiased in their presentation of the findings. They avoid personal biases or preconceptions and instead rely on the data and analysis to draw conclusions.

Advantages of Research Paper

Research papers have many advantages, both for the individual researcher and for the broader academic and professional community. Here are some advantages of research papers:

  • Contribution to knowledge: Research papers contribute to the body of knowledge in a particular field or discipline. They add new information, insights, and perspectives to existing literature and help advance the understanding of a particular phenomenon or issue.
  • Opportunity for intellectual growth: Research papers provide an opportunity for intellectual growth for the researcher. They require critical thinking, problem-solving, and creativity, which can help develop the researcher’s skills and knowledge.
  • Career advancement: Research papers can help advance the researcher’s career by demonstrating their expertise and contributions to the field. They can also lead to new research opportunities, collaborations, and funding.
  • Academic recognition: Research papers can lead to academic recognition in the form of awards, grants, or invitations to speak at conferences or events. They can also contribute to the researcher’s reputation and standing in the field.
  • Impact on policy and practice: Research papers can have a significant impact on policy and practice. They can inform policy decisions, guide practice, and lead to changes in laws, regulations, or procedures.
  • Advancement of society: Research papers can contribute to the advancement of society by addressing important issues, identifying solutions to problems, and promoting social justice and equality.

Limitations of Research Paper

Research papers also have some limitations that should be considered when interpreting their findings or implications. Here are some common limitations of research papers:

  • Limited generalizability: Research findings may not be generalizable to other populations, settings, or contexts. Studies often use specific samples or conditions that may not reflect the broader population or real-world situations.
  • Potential for bias : Research papers may be biased due to factors such as sample selection, measurement errors, or researcher biases. It is important to evaluate the quality of the research design and methods used to ensure that the findings are valid and reliable.
  • Ethical concerns: Research papers may raise ethical concerns, such as the use of vulnerable populations or invasive procedures. Researchers must adhere to ethical guidelines and obtain informed consent from participants to ensure that the research is conducted in a responsible and respectful manner.
  • Limitations of methodology: Research papers may be limited by the methodology used to collect and analyze data. For example, certain research methods may not capture the complexity or nuance of a particular phenomenon, or may not be appropriate for certain research questions.
  • Publication bias: Research papers may be subject to publication bias, where positive or significant findings are more likely to be published than negative or non-significant findings. This can skew the overall findings of a particular area of research.
  • Time and resource constraints: Research papers may be limited by time and resource constraints, which can affect the quality and scope of the research. Researchers may not have access to certain data or resources, or may be unable to conduct long-term studies due to practical limitations.

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  • Introduction
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eFigure. Overlap of the Propensity Score Distribution in the Naloxone Exposed and Unexposed Groups, Before and After Matching

Data Sharing Statement

  • Naloxone in Out-of-Hospital Cardiac Arrest—More Than Just Opioid Reversal JAMA Network Open Invited Commentary August 20, 2024 David A. Wampler, PhD, LP

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Dillon DG , Montoy JCC , Nishijima DK, et al. Naloxone and Patient Outcomes in Out-of-Hospital Cardiac Arrests in California. JAMA Netw Open. 2024;7(8):e2429154. doi:10.1001/jamanetworkopen.2024.29154

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Naloxone and Patient Outcomes in Out-of-Hospital Cardiac Arrests in California

  • 1 Department of Emergency Medicine, University of California, Davis
  • 2 Department of Emergency Medicine, University of California, San Francisco
  • 3 Department of Emergency Medicine, University of Pittsburgh, Pennsylvania
  • Invited Commentary Naloxone in Out-of-Hospital Cardiac Arrest—More Than Just Opioid Reversal David A. Wampler, PhD, LP JAMA Network Open

Question   Is naloxone administration during out-of-hospital cardiac arrest (OHCA) associated with return of spontaneous circulation or survival to hospital discharge?

Findings   In this cohort study of 8195 patients with OHCA treated in 3 Northern California counties between 2015 and 2023, emergency medical service administration of naloxone was associated with significantly improved outcomes. The number needed to treat with naloxone was 9 for return of spontaneous circulation and 26 for survival to hospital discharge.

Meaning   These findings support further evaluation of naloxone as part of cardiac arrest care.

Importance   The incidence of opioid-associated out-of-hospital cardiac arrest (OA-OHCA) has grown from less than 1% of OHCA in 2000 to between 7% and 14% of OHCA in recent years; American Heart Association (AHA) protocols suggest that emergency medical service (EMS) clinicians consider naloxone in OA-OHCA. However, it is unknown whether naloxone improves survival in these patients or in patients with undifferentiated OHCA.

Objective   To evaluate the association of naloxone with clinical outcomes in patients with undifferentiated OHCA.

Design, Setting, and Participants   Retrospective cohort study of EMS-treated patients aged 18 or older who received EMS treatment for nontraumatic OHCA in 3 Northern California counties between 2015 and 2023. Data were analyzed using propensity score-based models from February to April 2024.

Exposure   EMS administration of naloxone.

Main Outcomes and Measures   The primary outcome was survival to hospital discharge; the secondary outcome was sustained return of spontaneous circulation (ROSC). Covariates included patient and cardiac arrest characteristics (eg, age, sex, nonshockable rhythm, any comorbidity, unwitnessed arrest, and EMS agency) and EMS clinician determination of OHCA cause as presumed drug-related.

Results   Among 8195 patients (median [IQR] age, 65 [51-78] years; 5540 male [67.6%]; 1304 Asian, Native Hawaiian, or Pacific Islander [15.9%]; 1119 Black [13.7%]; 2538 White [31.0%]) with OHCA treated by 5 EMS agencies from 2015 to 2023, 715 (8.7%) were believed by treating clinicians to have drug-related OHCA. Naloxone was administered to 1165 patients (14.2%) and was associated with increased ROSC using both nearest neighbor propensity matching (absolute risk difference [ARD], 15.2%; 95% CI, 9.9%-20.6%) and inverse propensity–weighted regression adjustment (ARD, 11.8%; 95% CI, 7.3%-16.4%). Naloxone was also associated with increased survival to hospital discharge using both nearest neighbor propensity matching (ARD, 6.2%; 95% CI, 2.3%-10.0%) and inverse propensity–weighted regression adjustment (ARD, 3.9%; 95% CI, 1.1%-6.7%). The number needed to treat with naloxone was 9 for ROSC and 26 for survival to hospital discharge. In a regression model that assessed effect modification between naloxone and presumed drug-related OHCA, naloxone was associated with improved survival to hospital discharge in both the presumed drug-related OHCA (odds ratio [OR], 2.48; 95% CI, 1.34-4.58) and non–drug-related OHCA groups (OR, 1.35; 95% CI, 1.04-1.77).

Conclusions and Relevance   In this retrospective cohort study, naloxone administration as part of EMS management of OHCA was associated with increased rates of ROSC and increased survival to hospital discharge when evaluated using propensity score–based models. Given the lack of clinical practice data on the efficacy of naloxone in OA-OHCA and OHCA in general, these findings support further evaluation of naloxone as part of cardiac arrest care.

Out-of-hospital cardiac arrest (OHCA) is a growing public health problem with a poor prognosis. Treatment guidelines for OHCA exist, but evidence-based therapies are limited, and nearly 90% of the 356 000 cases of OHCA in the US each year are fatal. 1 Over the past 2 decades, an increasing proportion of OHCA has been shown to be secondary to drug overdose, 2 and the incidence of opioid-associated (OA) OHCA grew from less than 1% of all OHCA in 2000 to between 7% and 14% of OHCA by the end of the 2010s. 3 - 6 The prevalence of OA-OHCA has continued to rise during the COVID-19 pandemic, 7 and we have found that 17.4% of emergency medical services (EMS)–attended OHCA in San Francisco County in 2023 were suspected to be drug-related. 8

The American Heart Association (AHA) defines OA-OHCA as OHCA precipitated by the use of opioids, with or without cointoxicants. 2 In OA-OHCA, hypopnea leads to hypoxia, which in turn causes a progressive reduction in cardiac output, hypotension, bradycardia, and finally, cardiac arrest. This gradual progression to cardiac arrest in OA-OHCA—several minutes as compared with shorter intervals with sudden events, such as arrythmia-induced cardiac arrest—may offer greater opportunity for targeted rescue interventions, like assisted ventilation and the opioid receptor competitive antagonist (ie, reversal agent) naloxone. 2

While naloxone is known to be beneficial in drug overdose without concurrent cardiac arrest, it is unknown whether naloxone is beneficial to patients with OA-OHCA. 2 , 9 Naloxone reverses opioid-associated apnea and altered level of consciousness, and also has effects on blood pressure and cardiac rhythm that confer biological plausibility for use in OA-OHCA. 9 - 11 The current leading hypothesis is that naloxone reverses opioid-related myocardial depression and stimulates catecholamine release, with consequent augmentation of heart rate and blood pressure. 2 , 11

Current AHA guidelines for the treatment of OHCA recommend that EMS clinicians treating patients with known or suspected OA-OHCA should consider naloxone, but do not specifically recommend naloxone administration in these cases. Furthermore, most EMS protocols are not written to differentiate OA-OHCA from other causes of OHCA. 12 The AHA recently identified the rigorous evaluation of naloxone’s efficacy in OA-OHCA as an important knowledge gap; however, no prospective studies that we know of have been conducted to assess the efficacy of naloxone in OA-OHCA or undifferentiated OHCA in general. 2 We sought to evaluate the association between naloxone administration and clinical outcomes for patients with OHCA. Specifically, we sought to determine whether naloxone was associated with improved rates of return of spontaneous circulation (ROSC) and survival to hospital discharge.

We conducted a retrospective cohort study of patients with OHCA who were treated by EMS clinicians in Sacramento County, San Francisco County, or Yolo County, California between 2015 and 2023. We obtained data from the Sacramento City Fire Department, San Francisco County EMS Agency, and Yolo County EMS Agency collected for the Cardiac Arrest Registry to Enhance Survival, a prospective registry of OHCA established by the US Centers for Disease Control and Prevention and Emory University. 13 The San Francisco County EMS Agency and Yolo County EMS Agency are regulatory agencies that have medical oversight of the EMS agencies within their jurisdictions; Sacramento Fire is an EMS agency serving the City of Sacramento. Standardized international Utstein definitions for reporting clinical variables and outcomes associated with cardiac arrest were used to ensure data uniformity. 14 Participant race and ethnicity were reported to describe the overall patient population. This work was approved by the University of California, San Francisco institutional review board, and we adhered to Strengthening the Reporting of Observational Studies in Epidemiology ( STROBE ) reporting guidelines. Informed consent was waived because the data were deidentified.

Participants included adults with nontraumatic OHCA in whom resuscitation was attempted by EMS clinicians. We excluded patients (1) less than 18 years old, or (2) who were missing data regarding the administration of medications. Our primary outcome of interest was survival to hospital discharge, defined as being discharged from the hospital as recorded in the electronic health record. 14 Our secondary outcome of interest was sustained return of spontaneous circulation (ROSC), defined as having a detectable pulse for at least 20 minutes or at the end of EMS care. Our exposure was EMS-administered naloxone during treatment of OHCA, identified using the medication administration record. The exposed group received naloxone and the control group did not. We included covariates associated with the exposure and outcomes based on our review of the literature: age, sex, initial cardiac rhythm, comorbid conditions, whether the OHCA was witnessed, and whether the cause of arrest was drug-related. 2 , 15 , 16 Additional standard covariates were considered, including bystander CPR, location of arrest, and use of an automatic external defibrillator, however they were ultimately excluded from the analyses due to collinearity. A cardiac arrest was identified as drug-related when the arrest was caused by a known or presumed overdose of legal or illegal substances. The determination of whether OHCA was drug-related was made by the treating EMS clinicians on a case-by-case basis. We also included EMS agency as a covariate to account for regional and agency-level differences in naloxone use and OHCA survival. All covariates were abstracted directly from the EMS and hospital electronic health records.

We present binary data as counts and percentages, continuous data as means and SDs or medians and IQRs, and between-group differences as absolute risk differences (ARDs), risk ratios (RRs), or odds ratios (ORs) with 95% CIs. Data were analyzed using logistic regression models that included variables for age, sex, drug-related OHCA cause, nonshockable rhythm (asystole, pulseless electrical activity, or other nonshockable rhythm), any comorbidity, unwitnessed arrest, and EMS agency. We used mixed-effects models to account for the hierarchical structure of the data, with clustering at the level of the EMS agency. Robust SEs were used where appropriate.

To reduce the risk of selection bias, we generated 2 propensity score models: inverse probability-weighted regression adjustment, and nearest neighbor propensity score matching. For the inverse probability-weighted regression adjustment model, we performed a propensity score regression using the variables listed previously. Estimated parameters of the exposure model were used to compute inverse-probability weights, which were then used to fit weighted regression models of the exposure-specific estimated outcome for each patient. Exposure-specific estimated outcomes were compared to estimate the average exposure effect. For the nearest neighbor propensity score matching model, we generated propensity scores from a regression model using the same variables as the inverse probability-weighted adjustment model. We then matched patients in a 1:1 fashion using a caliper matching method without replacement and a caliper width of 0.1 SD of the logit of the propensity score. The exposed and not exposed groups were comparable for included variables for both propensity score models (−0.1 < standardized mean difference < 0.1). The eFigure in Supplement 1 shows adequate propensity score overlap.

We also performed 2 sets of additional analyses. The first examined the average treatment effect on the treated (ATET). ATET estimates the effect of an intervention (ie, naloxone) by restricting the sample to those patients who received it and estimating the difference in outcome conferred by the treatment compared with the counterfactual of not having had the treatment. The second analysis was a mixed-effects regression model using the covariates listed previously that also included an interaction term for naloxone administration and presumed drug-related OHCA to account for potential effect modification between these 2 variables. This allowed us to assess whether an interaction was present, and to estimate the association between naloxone and clinical outcomes in 2 groups: the presumed drug-related OHCA subgroup and the non–drug related OHCA subgroup. All hypothesis tests were 2-sided and used an a priori level of significance of .05. Data were analyzed using Stata software version 17 (StataCorp). Data were analyzed from February to April 2024.

We identified 8339 medical records of patients treated for nontraumatic cardiac arrest between 2015 and 2023. After medical record review, 122 medical records were excluded for not meeting our predefined age inclusion criteria (eg, age ≥18 years) and 22 medical records were excluded for having incomplete exposure data (0.3% of the total number of medical records evaluated). Of 8195 patients included in our analyses, most were male (5540 patients [ 67.6%]), and their median (IQR) age was 65 (51-78) years ( Table 1 ). There were a total of 1304 Asian, Native Hawaiian, or Pacific Islander patients (15.9%); 1119 Black patients (13.7%); and 2538 White patients (31.0%). We found 6707 patients (81.8%) had nonshockable cardiac rhythms, such as asystole or pulseless electrical activity, and 1488 (18.2%) had shockable rhythms. Seven hundred and fifteen participants (8.7%) were identified as presumed drug-related OHCA by the treating EMS clinician.

Naloxone was administered in 1165 of OHCA cases (14.2%) ( Table 1 ). The demographic and arrest characteristics of the patients treated with naloxone differed substantially from the nonexposed group; the naloxone group was younger, more likely to be male, and had fewer comorbidities compared with patients who did not receive naloxone. Naloxone was also preferentially given in presumed drug-related OHCA cases compared with all other OHCA, although 694 OHCA cases that received naloxone (59.6%) were not thought to be drug-related. Naloxone administration was more common in patients with nonshockable rhythms and in unwitnessed arrest. The naloxone group was more likely to obtain ROSC, survive to hospital admission, and survive to hospital discharge ( Table 2 ). In the naloxone group, 402 of 1165 patients (34.5%) obtained ROSC, while in the nonexposed group, 1609 of 7030 (22.9%) obtained ROSC. In the naloxone group, 185 of 1165 patients (15.9%) survived to hospital discharge, while in the nonexposed group, 682 of 7030 (9.7%) survived to hospital discharge.

Patients with presumed drug-related OHCA (OR, 8.40; 95% CI, 6.93-10.10) and patients with nonshockable cardiac rhythms (OR, 1.59; 95% CI, 1.30-1.96) had higher odds of receiving naloxone in our cohort in the adjusted regression model ( Table 3 ). Conversely, older patient age and the presence of comorbidities (OR, 0.63; 95% CI, 0.53-0.76) were associated with lower odds of receiving naloxone.

To account for imbalances in the exposed and nonexposed groups, we employed both propensity score-based nearest neighbor matching and inverse probability-weighted regression analysis techniques. We first estimated the unadjusted absolute risk difference (ARD) for the association of naloxone with ROSC (ARD, 11.6%; 95% CI, 8.7%-14.6%) and survival to hospital discharge (ARD, 6.7%; 95% CI, 4.4%-8.9%) ( Table 4 ). Naloxone was associated with ROSC using both nearest neighbor propensity matching (ARD, 15.2%; 95% CI, 9.9%-20.6%) and inverse propensity–weighted regression adjustment (ARD, 11.8%; 95% CI, 7.3%-16.4%). Naloxone was also associated with increased survival to hospital discharge using both nearest neighbor propensity matching (ARD, 6.2%; 95% CI, 2.3%-10.0%) and inverse propensity–weighted regression adjustment (ARD, 3.9%; 95% CI, 1.1%-6.7%). Risk ratios for these associations showed similarly positive estimates across all models ( Table 4 ). When restricted to assessing the average association of naloxone administration with clinical outcomes in treated individuals, the risk ratios from our ATET models have higher point estimates compared with the analyses of the whole cohort.

In our analysis using a mixed-effects regression model that included an interaction term between naloxone administration and presumed drug-related OHCA, naloxone administration was associated with improved clinical outcomes in both the presumed drug-related OHCA and non–drug related OHCA groups, and there was a statistically significant interaction between naloxone and drug-related causes (ROSC χ 2 3   =  126.2; P  < .001; survival χ 2 3   =  64.0; P  < .001) ( Table 5 ). Compared with the subgroup of nonexposed non–drug related OHCAs, naloxone was associated with improved rates of ROSC in both non–drug related OHCAs (OR, 1.61; 95% CI, 1.34-1.94) and drug-related OHCAs (OR, 2.45; 95% CI, 1.56-3.83). Naloxone was also associated with increased survival to hospital discharge in drug-related OHCAs (OR, 2.48; 95% CI, 1.34-4.58) and associated with increased survival to hospital discharge in non–drug related OHCAs (OR, 1.35; 95% CI, 1.04-1.77).

In this retrospective cohort study of adult patients with OHCA treated in 3 Northern California counties between 2015 and 2023, EMS administration of naloxone was associated with an 11.8–percentage point absolute increase in ROSC and a 3.9–percentage point absolute increase in patient survival to hospital discharge. These absolute risk differences translate to a number needed to treat (NNT) with naloxone of 9 for ROSC and 26 for survival to hospital discharge.

Our study represents one of the first large-scale evaluations of the association of naloxone with OHCA outcomes in clinical practice. Using propensity score-based models, we found that naloxone was associated with increased rates of ROSC and survival to hospital discharge in patients with undifferentiated OHCA. In additional analyses examining the average treatment effect on the treated group (eg, patients who tended to be younger, have unwitnessed arrests, and who were presumed by EMS to have drug-related OHCA), 17 we found a larger positive association between naloxone and improved clinical outcomes compared with the main analyses. This suggests that the benefit of liberal naloxone therapy would likely be more pronounced in communities with a higher underlying risk of drug-related OHCA. Our results from the logistic regression models that included an interaction term between naloxone administration and suspected drug-related OHCA confirmed these findings. We detected a significant effect modification in the drug-related cause subgroup, although the associations between naloxone and improved clinical outcomes remained statistically significant in both drug-related and non–drug related OHCA subgroups.

While there are no published randomized trials of naloxone in OA-OHCA that we know of, 2 there are multiple studies in animal models that suggest biologic plausibility for naloxone in improving outcomes in patients who experience overdose without a pulse. 18 - 20 The specific underlying physiology for these results remains unclear, but the leading theory is that naloxone reverses opioid-induced myocardial depression while also triggering the release of catecholamines, thereby increasing heart rate, blood pressure, and respiratory drive. 2 , 11 In humans, the use of naloxone in OHCA has been described in case reports and published abstracts, with preliminary analyses that suggest naloxone is associated with improved clinical outcomes. 21 - 24 Our findings support these positive associations between naloxone, ROSC, and survival.

We also observed a weak association between naloxone and improved clinical outcomes in the non–drug related OHCA group. The mechanism of naloxone in this subgroup is unclear, but naloxone has been shown in a Cochrane review of 6 clinical trials to increase mean arterial blood pressure in shock by reversing endogenous opioids. 10 , 25 - 27 These effects may confer improved outcomes in both OA-OHCA and all cause OHCA. Alternatively, the observed association may be explained by residual confounding or selection bias. For example, heterogeneity in defining drug-related OHCAs may have led to systematic misclassification of drug-related OHCA as non–drug related OHCA, as this variable was based solely on EMS clinician impression. Indeed, our data likely misclassify a nontrivial number of unrecognized drug-related OHCAs, as previously published results suggest that 1 in 6 presumed cardiac OHCA deaths were actually occult drug-related cardiac arrests. 28

It is important to place our findings into the context of current clinical practice, which is notable for significant practice variation and the need for EMS clinicians to make quick decisions about resuscitation treatments with limited clinical information. Overall, 1 in 7 patients in our cohort received naloxone—two-thirds of patients with presumed drug-related OHCA and 1 in 10 patients with a non–drug related arrest cause. These results are similar to previously published rates, which show that naloxone was given in 13.5% of all medical OHCAs and 55% of presumed drug-related OHCAs that were included in the Cardiac Arrest Registry to Enhance Survival (CARES). 29 These patterns may reflect ambiguity in the current AHA guidelines, which only recommend that naloxone be considered when treating a patient in OHCA. 30 Indeed, fewer than 23% of EMS systems in the US mention naloxone in their cardiac arrest protocols, and 6% specifically state that naloxone should not be given. 12 This ambiguity around naloxone administration in OHCA protocols likely reflects the lack of prospective evidence to define the role of naloxone in treating patients in cardiac arrest. Additional research is necessary to assess the effectiveness of naloxone in OA-OHCA and OHCA in general.

Our analysis has several limitations, many of which derive from the observational nature of our study, which may introduce potential for bias. Although we attempted to account for anticipated biases and confounding in our analysis plan, full adjustment for all confounding factors is not possible. Selection bias, in which EMS clinicians were more likely to administer naloxone to patients with suspected drug-related OHCA, could influence our results, as this population has been found to have better clinical outcomes compared with those with non–drug related OHCA. 29 , 31 - 33 Similarly, younger patients with fewer comorbidities were more likely to receive naloxone and are independently more likely to survive to hospital discharge. 34 In contrast, naloxone was more likely to be administered to patients with nonshockable rhythms, which are negatively associated with survival. 35 There is also the potential for resuscitation time bias, in which refractory cases of cardiac arrest tend to have worse outcomes but are more likely to receive additional medications during a prolonged resucitation. 36 We attempted to adjust for potential bias in our analysis through the use of propensity score-based models and analyses that included interaction terms and evaluated ATET, as these methods have been previously used successfully to compare exposed and nonexposed treatment groups with potentially differing underlying characteristics. 37 , 38 While our findings were robust across all models, we were nevertheless unable to account for confounders that were not included in EMS reports. Similarly, we do not have data for why naloxone was given in any individual case, including why naloxone was given to a notable number of patients that were ultimately not presumed to have drug-related cardiac arrest. Thus, our results should be viewed in the appropriate context, and interventional studies are needed before ascribing causality to the identified associations between naloxone and improved clinical outcomes.

Our data were unable to differentiate routes of naloxone administration (eg, intravenous, intraosseous, or intranasal), which may influence the drug’s efficacy. 39 Furthermore, we did not have data on the timing of the naloxone administration during OHCA resuscitation, which could introduce immortal person-time bias that we are unable to directly address. We were also unable to account for naloxone administered by bystanders or non-EMS first responders (eg, police or firefighters) during the resuscitation effort. Our assumption in these analyses was that naloxone in medical records was administered directly by EMS clinicians; however, we cannot rule out that some portion was administered by bystanders or non-EMS first responders and then subsequently recorded by the EMS clinicians. Any problems in naloxone administration arising from less rigorous medical training for bystanders and non-EMS first responders would bias the results toward no difference between the exposed and unexposed groups. While we were unable to directly assess differential administration and recording practices between EMS agencies, our inclusion of EMS agency as a covariate in our models should help account for regional and agency-level differences in these factors.

While this analysis includes urban and suburban diversity in Northern California, the cohort is limited to a single area of the country, which limits study generalizability. Future studies could address this limitation by including statewide or national datasets.

In this retrospective cohort of patients with OHCA, EMS-administered naloxone was associated with clinically significant improvements in ROSC and survival to hospital discharge. Additional work is needed to examine the association between naloxone and OHCA outcomes, including prospective interventional studies of naloxone as a potential component of cardiac arrest care.

Accepted for Publication: June 25, 2024.

Published: August 20, 2024. doi:10.1001/jamanetworkopen.2024.29154

Open Access: This is an open access article distributed under the terms of the CC-BY License . © 2024 Dillon DG et al. JAMA Network Open .

Corresponding Author: David G. Dillon, MD, PhD, Department of Emergency Medicine, University of California, Davis, 4150 V St, Ste 2100, Sacramento, CA 95817 ( [email protected] ).

Author Contributions: Dr Wang had full access to all of the data in the study and takes responsibility for the integrity of the data and the accuracy of the data analysis.

Concept and design: Dillon, Montoy, Nishijima, Menegazzi, Lacocque, Rodriguez, Wang.

Acquisition, analysis, or interpretation of data: Dillon, Montoy, Niederberger, Lacocque, Rodriguez, Wang.

Drafting of the manuscript: Dillon, Niederberger, Menegazzi, Rodriguez, Wang.

Critical review of the manuscript for important intellectual content: Dillon, Montoy, Nishijima, Menegazzi, Lacocque, Rodriguez, Wang.

Statistical analysis: Dillon, Menegazzi, Wang.

Administrative, technical, or material support: Dillon, Nishijima, Rodriguez.

Supervision: Nishijima, Rodriguez, Wang.

Conflict of Interest Disclosures: Dr Montoy reported receiving grants from the Substance Abuse and Mental Health Services Administration outside the submitted work. No other disclosures were reported.

Funding/Support: Dr Dillon was supported by the National Heart Lung and Blood Institute (grant No. K38HL165363).

Role of the Funder/Sponsor: The funder had no role in the design and conduct of the study; collection, management, analysis, and interpretation of the data; preparation, review, or approval of the manuscript; and decision to submit the manuscript for publication.

Data Sharing Statement: See Supplement 2 .

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Types of journal articles

It is helpful to familiarise yourself with the different types of articles published by journals. Although it may appear there are a large number of types of articles published due to the wide variety of names they are published under, most articles published are one of the following types; Original Research, Review Articles, Short reports or Letters, Case Studies, Methodologies.

Original Research:

This is the most common type of journal manuscript used to publish full reports of data from research. It may be called an  Original Article, Research Article, Research, or just  Article, depending on the journal. The Original Research format is suitable for many different fields and different types of studies. It includes full Introduction, Methods, Results, and Discussion sections.

Short reports or Letters:

These papers communicate brief reports of data from original research that editors believe will be interesting to many researchers, and that will likely stimulate further research in the field. As they are relatively short the format is useful for scientists with results that are time sensitive (for example, those in highly competitive or quickly-changing disciplines). This format often has strict length limits, so some experimental details may not be published until the authors write a full Original Research manuscript. These papers are also sometimes called Brief communications .

Review Articles:

Review Articles provide a comprehensive summary of research on a certain topic, and a perspective on the state of the field and where it is heading. They are often written by leaders in a particular discipline after invitation from the editors of a journal. Reviews are often widely read (for example, by researchers looking for a full introduction to a field) and highly cited. Reviews commonly cite approximately 100 primary research articles.

TIP: If you would like to write a Review but have not been invited by a journal, be sure to check the journal website as some journals to not consider unsolicited Reviews. If the website does not mention whether Reviews are commissioned it is wise to send a pre-submission enquiry letter to the journal editor to propose your Review manuscript before you spend time writing it.  

Case Studies:

These articles report specific instances of interesting phenomena. A goal of Case Studies is to make other researchers aware of the possibility that a specific phenomenon might occur. This type of study is often used in medicine to report the occurrence of previously unknown or emerging pathologies.

Methodologies or Methods

These articles present a new experimental method, test or procedure. The method described may either be completely new, or may offer a better version of an existing method. The article should describe a demonstrable advance on what is currently available.

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Methodology

Research Methods | Definitions, Types, Examples

Research methods are specific procedures for collecting and analyzing data. Developing your research methods is an integral part of your research design . When planning your methods, there are two key decisions you will make.

First, decide how you will collect data . Your methods depend on what type of data you need to answer your research question :

  • Qualitative vs. quantitative : Will your data take the form of words or numbers?
  • Primary vs. secondary : Will you collect original data yourself, or will you use data that has already been collected by someone else?
  • Descriptive vs. experimental : Will you take measurements of something as it is, or will you perform an experiment?

Second, decide how you will analyze the data .

  • For quantitative data, you can use statistical analysis methods to test relationships between variables.
  • For qualitative data, you can use methods such as thematic analysis to interpret patterns and meanings in the data.

Table of contents

Methods for collecting data, examples of data collection methods, methods for analyzing data, examples of data analysis methods, other interesting articles, frequently asked questions about research methods.

Data is the information that you collect for the purposes of answering your research question . The type of data you need depends on the aims of your research.

Qualitative vs. quantitative data

Your choice of qualitative or quantitative data collection depends on the type of knowledge you want to develop.

For questions about ideas, experiences and meanings, or to study something that can’t be described numerically, collect qualitative data .

If you want to develop a more mechanistic understanding of a topic, or your research involves hypothesis testing , collect quantitative data .

Qualitative to broader populations. .
Quantitative .

You can also take a mixed methods approach , where you use both qualitative and quantitative research methods.

Primary vs. secondary research

Primary research is any original data that you collect yourself for the purposes of answering your research question (e.g. through surveys , observations and experiments ). Secondary research is data that has already been collected by other researchers (e.g. in a government census or previous scientific studies).

If you are exploring a novel research question, you’ll probably need to collect primary data . But if you want to synthesize existing knowledge, analyze historical trends, or identify patterns on a large scale, secondary data might be a better choice.

Primary . methods.
Secondary

Descriptive vs. experimental data

In descriptive research , you collect data about your study subject without intervening. The validity of your research will depend on your sampling method .

In experimental research , you systematically intervene in a process and measure the outcome. The validity of your research will depend on your experimental design .

To conduct an experiment, you need to be able to vary your independent variable , precisely measure your dependent variable, and control for confounding variables . If it’s practically and ethically possible, this method is the best choice for answering questions about cause and effect.

Descriptive . .
Experimental

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Research methods for collecting data
Research method Primary or secondary? Qualitative or quantitative? When to use
Primary Quantitative To test cause-and-effect relationships.
Primary Quantitative To understand general characteristics of a population.
Interview/focus group Primary Qualitative To gain more in-depth understanding of a topic.
Observation Primary Either To understand how something occurs in its natural setting.
Secondary Either To situate your research in an existing body of work, or to evaluate trends within a research topic.
Either Either To gain an in-depth understanding of a specific group or context, or when you don’t have the resources for a large study.

Your data analysis methods will depend on the type of data you collect and how you prepare it for analysis.

Data can often be analyzed both quantitatively and qualitatively. For example, survey responses could be analyzed qualitatively by studying the meanings of responses or quantitatively by studying the frequencies of responses.

Qualitative analysis methods

Qualitative analysis is used to understand words, ideas, and experiences. You can use it to interpret data that was collected:

  • From open-ended surveys and interviews , literature reviews , case studies , ethnographies , and other sources that use text rather than numbers.
  • Using non-probability sampling methods .

Qualitative analysis tends to be quite flexible and relies on the researcher’s judgement, so you have to reflect carefully on your choices and assumptions and be careful to avoid research bias .

Quantitative analysis methods

Quantitative analysis uses numbers and statistics to understand frequencies, averages and correlations (in descriptive studies) or cause-and-effect relationships (in experiments).

You can use quantitative analysis to interpret data that was collected either:

  • During an experiment .
  • Using probability sampling methods .

Because the data is collected and analyzed in a statistically valid way, the results of quantitative analysis can be easily standardized and shared among researchers.

Research methods for analyzing data
Research method Qualitative or quantitative? When to use
Quantitative To analyze data collected in a statistically valid manner (e.g. from experiments, surveys, and observations).
Meta-analysis Quantitative To statistically analyze the results of a large collection of studies.

Can only be applied to studies that collected data in a statistically valid manner.

Qualitative To analyze data collected from interviews, , or textual sources.

To understand general themes in the data and how they are communicated.

Either To analyze large volumes of textual or visual data collected from surveys, literature reviews, or other sources.

Can be quantitative (i.e. frequencies of words) or qualitative (i.e. meanings of words).

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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.

  • Chi square test of independence
  • Statistical power
  • Descriptive statistics
  • Degrees of freedom
  • Pearson correlation
  • Null hypothesis
  • Double-blind study
  • Case-control study
  • Research ethics
  • Data collection
  • Hypothesis testing
  • Structured interviews

Research bias

  • Hawthorne effect
  • Unconscious bias
  • Recall bias
  • Halo effect
  • Self-serving bias
  • Information bias

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.

In mixed methods research , you use both qualitative and quantitative data collection and analysis methods to answer your research question .

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.

The research methods you use depend on the type of data you need to answer your research question .

  • If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts and meanings, use qualitative methods .
  • If you want to analyze a large amount of readily-available data, use secondary data. If you want data specific to your purposes with control over how it is generated, collect primary data.
  • If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.

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.

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Different types of research articles

A guide for early career researchers.

In scholarly literature, there are many different kinds of articles published every year. Original research articles are often the first thing you think of when you hear the words ‘journal article’. In reality, research work often results in a whole mixture of different outputs and it’s not just the final research article that can be published.

Finding a home to publish supporting work in different formats can help you start publishing sooner, allowing you to build your publication record and research profile.

But before you do, it’s very important that you check the  instructions for authors  and the  aims and scope  of the journal(s) you’d like to submit to. These will tell you whether they accept the type of article you’re thinking of writing and what requirements they have around it.

Understanding the different kind of articles

There’s a huge variety of different types of articles – some unique to individual journals – so it’s important to explore your options carefully. While it would be impossible to cover every single article type here, below you’ll find a guide to the most common research articles and outputs you could consider submitting for publication.

Book review

Many academic journals publish book reviews, which aim to provide insight and opinion on recently published scholarly books. Writing book reviews is often a good way to begin academic writing. It can help you get your name known in your field and give you valuable experience of publishing before you write a full-length article.

If you’re keen to write a book review, a good place to start is looking for journals that publish or advertise the books they have available for review. Then it’s just a matter of putting yourself forward for one of them.

You can check whether a journal publishes book reviews by browsing previous issues or by seeing if a book review editor is listed on the editorial board. In addition, some journals publish other types of reviews, such as film, product, or exhibition reviews, so it’s worth bearing those in mind as options as well.

Get familiar with instructions for authors

Be prepared, speed up your submission, and make sure nothing is forgotten by understanding a journal’s individual requirements.

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Case report

A medical case report – also sometimes called a clinical case study – is an original short report that provides details of a single patient case.

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  • Published: 20 August 2024

Improving tomatoes quality in the Sahel through organic cultivation under photovoltaic greenhouse as a climate change adaptation and mitigation strategy

  • Alio Sanda M. Djibrilla 1 , 7 ,
  • Adamou Rabani 1 , 4 ,
  • Karimoun M. Illyassou 2 ,
  • Samna Mainassara Issa 3 ,
  • Koraou N. Abdourahimou 4 ,
  • Atto H. Abdoulkader 5 &
  • Drame Yaye Aissetou 6 , 8  

Scientific Reports volume  14 , Article number:  19396 ( 2024 ) Cite this article

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  • Environmental impact
  • Plant reproduction

Climate change negative impacts on food production systems have forced large scale food producers to make available less healthy products. Although available on the markets, tomatoes are no more tasting as they used to be and providing fewer nutrients compared to then. This study investigates and compares the quality and yield of organic tomatoes ( Solanum lycopersicum ) produced in an insect net covered photovoltaic greenhouse against ambient production. Plant’s physical characteristics were measured, yields and nutrient content were found at harvest, and environmental conditions (temperature, relative humidity, solar irradiance and CO 2 ) were recorded. Plants grew as high as 160 cm inside the greenhouse under an average afternoon temperature of 30.71 °C and a vapor pressure deficit (VPD) of 1.88 kPa against outside plant growth of 72 cm height under averages of 36.04 °C and 3.05 kPa. Although, inside greenhouse tomatoes were physically more attractive and firm with two times healthier tomatoes (98%), 52.39% higher content in protein, 13.31% more minerals and 13.19% more dry matter than outside tomatoes, the yield from outside environment was 4.57 times higher than that of inside due to probably the used crop variety adapted to the harsh climate. Using a crop variety optimum for greenhouse, increasing ventilation and using better fertilizers with enough irrigation could help increase productivity while keeping high fruit quality inside the greenhouse, leading to healthier fruits for food security in the Sahel.

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Introduction.

With the pressure of climate change on food production systems, quality food availability is becoming a major concern in this era of capitalism and industrialization 1 , 2 . In fact, due to extended droughts, heavy rains and strong winds clearing farming areas, degrading soils, reducing arable lands and even rendering soils poorer, farmers are mostly compelled to use chemical fertilizers to boost productivity towards lucrativeness 2 , 3 . However, as time goes on, this practice leaves chemical residues in products with possibility of adverse effect on human health 4 and might even result in products with less nutrient content 2 . Therefore, a more adaptive and mitigation technics to enhance food production system resilience to climate change is necessary. In the Sahel where climate change impact are causing food insecurity across lands, using greenhouse for producing market gardening products is one of the most promising adaptation technics to help control temperature, humidity, irrigation, invaders, amount of nutrients, carbon dioxide and light intensity for optimum productivity. Temperature control in tomato cultivation has an effect on growth rate as well as the vegetative and reproductive balance of the plant 3 , 5 , 6 . Since energy is needed to maintain these favorable conditions for plants, the greenhouse must have a reliable and sustainable source of energy. In this regard, integrated systems creating synergy between agriculture and energy have pushed towards the development of energy-efficient greenhouse with renewable energy: photovoltaic greenhouse 3 , 5 . In this paper, a simultaneous study on organic production of tomatoes ( Solanum lycopersicum ) inside a cooling photovoltaic greenhouse against outside environment production conditions was done while following the plants’ growth and checking up the nutritional value of fruits, stems and leaves from the various plants.

Materials and methods

Crop and field preparation.

Plots of 50 m 2 were used as crop cultivation area with 42.5 m 2 as exploited portion on a sandy silt soil. On one of the plots was installed a cooling greenhouse with photovoltaic modules on its roof serving as power source for the evaporative coolers and the other plot was left to ambient weather conditions. The greenhouse was covered by a semi-transparent insect screen material as shown in Fig.  1 . Tomatoes ( Solanum lycopersicum ) variety F1 Mongal obtained from SAHELIA TECHNISEM (Niamey, Niger) was used for this experiment. During the experiment, the species was handled with care and professionalism following the guidelines of the Department of Agronomy of the University Abdou Moumouni (UAM) registered under national and international legislations.

figure 1

A photograph of the experimental set up (ground photo taken on the 22nd of July, 2022 at the department of Say, Niger).

Weather data measurement

Measurements were done on Wednesday and Saturday from 1 to 5:30 pm in order to get afternoon harsh condition data. Crops were cultivated from 30th of August 2022 to 1st February 2023 covering the rainy season and the dry—cold season of Niger, a sahelian country. Data was collected during all this period. Two digital thermometers (HoldPeak HP 90–EPC) with one of them having wetted cotton attached to its thermocouple type K were used to measure dry bulb and wet bulb temperatures respectively (see Fig.  2 ). A CO 2 measuring device (Temtop M2000C) was used to collect CO 2 content in the atmosphere. Temperatures measured with normal thermometer were named dry bulb temperature (Tdb) while temperatures measured with probes covered with wetted cotton were named wet bulb temperatures (Twb).

figure 2

Thermometers probe state for dry ( 1 ) and wet ( 2 ) bulb temperatures.

Plant physical properties

The plants’ physical data collection started 1 week after transplantation. With the aid of a measuring tape and a digital mass balance, plants’ height and fruits weight were recorded twice a week on Wednesdays and till constant heights were observed during harvesting period.

Fertilizer, irrigation and intake

The fertilizer used was made up of dung and soil collected from a sheep rearing area (see Fig.  3 ) as this kind of natural fertilizer is highly rich in nitrogen as mentioned by many researchers such as Górecki & Górecki 7 . This Sheep dung based fertilizer is readily available and highly used by local farmers since most of them are shepherds. 31.32 kg of sheep or small ruminant based fertilizer was used over the exploited area both inside and outside greenhouse at the beginning before the transplantation of the nursery. 5.22 kg of the fertilizer was added at the flowering stage in order to prepare for the fruiting stage. The irrigation of the field was done manually using water sprinkling cans (every morning and late afternoon), one of the most used irrigation method in the area. Water sprinklers could provide about 3 L per meter square. The amount of water was doubled (from 3 to 6 L) at the fruiting stages since it’s at this stage that tomato crop needed more water for fruit production.

figure 3

Sheep dung based fertilizer.

Vapor pressure deficit

Vapor pressure is the water vapor content of air measured as pressure. Transpiration is essential for photosynthesis, nutrient uptake and plant cooling. VPD expresses how temperature and relative humidity affects plant’s growth, stress and diseases. The maximum amount of water vapor that can exist in the air at a given temperature is defined as saturated vapor pressure (SVP) at 100% relative humidity and the actual water vapor pressure in the air at that same temperature and current relative humidity is known as AVP. The difference between these two pressures is called the vapor pressure deficit (VPD). VPD could also be calculated through the difference between water vapor pressure at dry bulb temperature (VPD dry bulb ) and water vapor pressure at wet bulb temperature (VPD wet bulb ).

where VPD is the vapor pressure deficit in Pascal (Pa), AVP is actual vapor deficit, SVP is saturated vapor deficit, VPD dry bulb is VPD at dry bulb temperature and VPD wet bulb is VPD at wet bulb temperature.

Laboratory work

Physico-chemical characterization of the cultivation soil and used fertilizer.

Samples of soil and fertilizer used were taken to the Agriculture department laboratory for analysis. Two types of components were sought for: (1) physical characterization and (2) chemical composition.

Physical characterization: granulometry and particle size analysis

The Granulometry of the cultivation soil through its composition of clay, silt and sand constituted the physical characterization. The particle size analysis was done by the Robinson pipette method which is based on the difference in sedimentation rate between the lighter and bigger particles. In this method, a sample is pipetted at different times and at different suspension depths of the sample in a test tube. Organic matter is removed beforehand because of its binding characteristics.

Chemical composition

The chemical composition in terms of mineral matter, organic matter, phosphorous, nitrogen and carbon content of samples were determined. The characterization method followed steps of the manual of the soil science laboratory of Abdou Moumouni University.

Potential hydrogen (pH) The pH was measured respecting the ratio (m, v) 1/2.5 which consists of putting 20 g of sol in 50 mL of distilled water. The mixture is left to stand for two (2) hours. This stage is called saturation. Thus, the pH of the solution is measured using a pH meter.

Total phosphorus Four (4) s teps determined the measurement of total phosphorus. It follows these steps: mineralization, extraction, color development and reading. Mineralization consists of heating for five (5) hours, a solution of 5 g of soil and 10 mL of nitric acid (HNO 3 ). The solution obtained is filtered using a Wattman filter paper. Then, on five (5) mL of filtrate obtained from the extraction are added 10 mL of ammonium molybdate ((NH 4 ) 2 MoO 4 ) and one (1) mL of sodium chloride cyanide (NCNaCl) 3 . Finally, the reaction medium is topped up to 50 mL with distilled water. The solution obtained is blue in color. This solution is read using a spectro-chlorometer.

Available phosphorus The available phosphorus analysis has three phases. The first phase is extraction. It consists of homogenizing 5 g of soil and 35 mL of extraction solution. The solution obtained is filtered using Wattman filter paper. The second step is the color development and the third stage is reading. These last two steps are the same as those of total phosphorus.

Carbon Carbon is analyzed using the Walkley–Black method. This method involves heating for 30 min a solution containing 1 g of soil, 10 mL of potassium dichromate (K 2 Cr 2 O 7 ) and 10 mL of hydrochloric acid (HCl). The latter is dosed with the sulphate ferric ammonium (NH 4 Fe (SO 4 )).

Nitrogen Nitrogen is analyzed by the KJELDHAL method. This method consists of heating for 15 min a solution containing 5 g of soil and 10 mL of sulfuric acid (H 2 SO 4 ) to which is added the KJELDHAL catalyst. Then, the heated solution is made alkaline by adding soda. This is distilled with a KJELDHAL distiller.

Fruit quality test

Experimental materials.

Mortar and pestle were used to grind plant samples followed by laboratory equipment such as an oven and a desiccator and furnace (model Heraeus). A mineralizer (VELP Scientifica DK 8) and distillation/titration equipment (VELP Scientifica) were used during the analysis process. Some chemicals were used during the lab process such as concentrated H 2 SO 4 , KJELDHAL standard tablets, distilled water, NaOH, an indicator (EDTA) as described in the test method section.

Dry matter content test: wet sample basis

Beakers were washed, dried into an oven and weighed. Then, fresh tomatoes were weighed, cut into small pieces and put into an oven for 2 days till they dry off at 105 °C. The result is grinded into powder and weighed.

Dry matter content test: dry sample basis

Beakers were put into an oven to dry up for 15 min at 105 °C before being transferred into a desiccator for 15 min again to cool down. Beakers were removed and weighed immediately removed from desiccator. Beakers filled with 2 g of samples were put into an oven for 24 h at 105 °C. The whole was weighed as soon as brought out of the oven.

where % DM represents the percentage of dry matter in the sample and % RH is the percentage of moisture in the sample. m sample is the mass of the initial sample used, m empty is the mass of empty beaker and m f is the final mass of beaker containing the sample.

Mineral matter content test

Empty pots were calcinated in an oven at T = 550–600 °C in order to remove any humidity trace for 15 min, then, the oven was left to cool for another 15 min. Samples (1 g) was placed into pot and weighed before bringing the whole back to the furnace (Heraeus model) for calcination for 2 h. Cooling for 30 min or to room temperature was allowed.

where % MM represents the percentage of mineral matter in the sample. m sample is the mass of the initial sample used, m empty is the mass of empty pot and m f is the final mass of pot containing the sample.

Protein and nitrogen content test

Samples (0.2 g) were weighed and put into tubes with a witness standard solution as a parallel additional tube. KJELDHAL standard tablets were added into each of the tubes with 10 mL concentrated H 2 SO 4 . All were put into the mineralizer (model VELP Scientifica DK 8) set at 420 °C for 30 min and left to cool down to room temperature overnight.

After mineralization, each sample was distilled via a distillation machine followed by titration.

where % Protein and % Nitrogen represent the percentages of protein and nitrogen in the sample. m sample is the mass of the initial sample used, m empty is the mass of empty container.

Power system

Solar modules were installed on the roof of the greenhouse for powering the cooling system. In fact, 12 solar photovoltaic modules of 260W each and 4 batteries of 200 Ah were installed for the energy source for the cooling system in order to meet a demand of 4200 Wh per day.

Rights and permissions

This experiment used seeds of tomato species ( Solanum lycopersicum ) acquired from SAHELIA TECHNISEM (Niger) which grants appropriate permission to purchaser of the product to use the species following IUCN policy, national and international legislations and does not in any case threaten species likelihood of survival or cause extinction. More information on the seeds datasheet is available on www.sahelia-sem.com/acces.htm .

Results and discussion

Soil and fertilizer analysis.

Samples of soils were analyzed. The samples were taken at 10 cm depth. Neutral soil was soil sample that was sieved and rendered fine using a fine mesh (about 1 mm). Soil samples were taken from cultivation areas inside and outside the greenhouse.

The results from soil analysis are presented in the Tables 1 , 2 and 3 . The samples presented high amount of sand (82.96%) for outside soil and 87.25% for greenhouse soil. Silt content in all soils varied between 16.41% (for outside soil) and 12.07% (for greenhouse soil) while clay content was below 1%. The high percentage of sand against little traces of silt makes the soil have a sandy silk texture. Therefore, the soil is porous, very permeable to water and air, which leads to good aeration, good soil drainage and good root development.

The chemical composition of the soil samples showed that the organic matter content in the greenhouse (0.41%) is less compared to open air (1.10%). This can result from the high microorganisms’ activity in the greenhouse, provoking more organic matter mineralization with additional CO 2 emission 8 , 9 .

Available phosphorus (34.1 ppm) is high in the sheep based fertilizer because phosphorus content is usually high in most organic manures. Indeed, it was seen that phosphorous content in sheep manure highly correlates (R 2  = 0.992) with its important organic matter 8 . Thus, amended soils nutrients contents are influenced by used manure. The resulted available phosphorous is high inside the greenhouse (18.3 ppm) compared to outside (6.4 ppm). This can be explained by the fact that climate conditions variations influence available phosphorous in soil as well as its uptake by plants. The important available phosphorous inside the greenhouse can result from the greenhouse conducive microclimate conditions which can limit phosphorus uptake compare to outside. However, previous investigations have shown that high humidity could also provoke an increase of phosphorous uptake 8 , 9 , 10 , 11 . Therefore, further investigation is needed to better-understand how climatic parameters impact soil nutrient availability and its uptake by plants.

Table 4 shows the composition of the organic fertilizer used in amending the soil. In fact, this fertilizer is derived from sheep dung. The analysis showed a high amount of phosphorous (335.5 ppm for total phosphorous, 34.1 ppm for available phosphorous), a high amount of mineral matter (28.40%) and an important organic matter (71.60%). In replacement of cow dung, people in Niger usually use sheep dung to amend soils due to its availability as most Nigeriens rear sheep at home. Besides, many research proved that sheep-based fertilizer such as sheep dung and wool is a good source of nitrogen, sulphur, carbon and phosphorous, and rich in decomposed matters essential for plants growth 7 . Moreover, the use of natural fertilizer helps overcome phyto sanitarian issues while restoring the biological dynamic equilibrium 12 . However, since organic matter can easily be decomposed to produce abundant free radicals so as to absorb soil nutrients, the application of phosphorous rich fertilizer should be adjusted accordingly 10 .

Climatic conditions analysis

The temperature pattern presented in Fig.  4 shows that outside temperature was much higher than that of the greenhouse as expected (average of 36.04 °C for outside against 30.71 °C for inside greenhouse). Meanwhile, Wet bulb temperature ranged from 17.50 to 28 °C for greenhouses’ microclimate and from 20.30 to 32.10 °C for outside environment (Tables 5 and 6 ). In fact, from Tables 5 and 6 , the lowest temperature during afternoon observed inside greenhouse was 25.4 o C against 28.9 o C and average relative humidity was 68.88% against 52.83% for inside greenhouse and outside environment respectively. Furthermore, it was observed that water out of the cooling process became cooler since it took away some of the heat via heat transfer process 13 . The temperature of the Water recovered ranged from 19.50 to 21.50 o C (Fig.  5 ) and was closer to the wet bulb temperatures. Reusing that water for the next cooling process could improve cooling efficiency 14 although filtration is necessary.

figure 4

Dry bulb and wet bulb temperature patterns inside and outside greenhouse.

figure 5

Temperature of the flowing water through cooling pad system.

The light irradiance inside the greenhouse averaged to 80.33 w/m 2 . This was much lower than outside conditions which were 555.71 w/m 2 . In fact, this incident light intensity reduction could be explained by the fact that the greenhouse cladding material has the ability to reduce incident light by up to 92.80%. The availability of light is known to be a limiting factor in the productivity of sheltered crops cultivation as experimented by Iraqi et al. and Vallières 5 , 6 . Figure  6 shows the incident light intensity inside and outside the greenhouse.

figure 6

Solar irradiance inside and outside greenhouse.

CO 2 is essential for photosynthesis. Figure  7 shows the CO 2 content inside the greenhouse against outside environment. The amount of CO 2 inside greenhouse was higher than that of outside which were 912.10 ppm for inside GnH and 898.08 ppm for outside. Plants gathered in confined environments can cause gases content within the microclimate to increase as the rule of greenhouse gases emission. Besides, plants emit CO 2 during the evapotranspiration process, and the elevation of CO 2 content in the environment increases the mineralization of nutrients (Nitrogen, phosphorous, sulfur) in the soil organic matter 10 which is an important process and vital part of soil fertility.

figure 7

CO 2 patterns inside and outside greenhouse.

Figure  8 presents the vapor pressure deficit (VPD) pattern inside and outside the greenhouse. VPD of outside environment was higher than that of the inside greenhouse. Under normal circumstances low vapor pressure deficits (VDP) are limiting factors in the productivity of sheltered crops since the absorption of nutrients from the growing medium is directly related to the flow of water through the plant directed by the evapotranspiration as quoted in Iraqi et al. 5 and Vallières 6 . The average values from the experiment were 508.88 Pa for greenhouse microclimate and 1270.51 Pa for Outside environment. These values of VPD are similar to the ones obtained by Lu et al. who found a maximum of 1.4 kPa against 1.8 kPa in our case 15 .

figure 8

Vapor pressure deficit (VPD) inside and outside greenhouse.

Productivity analysis

Plant progression.

Figures  9 , 10 , 11 and 12 present the physical aspects of plants’ studied during their growth stages. Due to good weather conditions created by greenhouse’s microclimate, tomatoes crops grew higher and could reach a height of 160 cm inside greenhouse (GnH) compared to a maximum of 80 cm high under ambient conditions. The combination of favorable light intensity (average = 80.33 w/m 2 ), relative humidity (average = 68.88%) and temperature (average = 30.17 °C) within the microclimate allowed leaves to open up and reach an area of 60 cm 2 inside GnH against 15 cm 2 outside (Tables 7 and 8 ). The number of leaves formed by various plants followed the same trend. In fact, from the GnH, a maximum of 72 leaves (big composite leaves) was observed against 58 leaves (small composite leaves) outside greenhouse. The higher VPD outside (3.04 kPa) means insufficient relative humidity implying that atmospheric air is pulling out much and faster water from the plant. This is one of the reasons why outside plants had shorter height than inside greenhouse plants with shorter leaves area. Besides, leaves stomatal develop better under relatively low VPD 16 .

figure 9

Plants’ height and foliage progression in GnH.

figure 10

Leaf and fruit from GnH.

figure 11

Plants’ height and foliage progression outside.

Fruit harvesting started about 48 days after transplantation under ambient conditions against 81 days inside greenhouse. Light availability and low ventilation within the greenhouse were advanced, at first, to be the cause of this delay in fruiting stage within the greenhouse. Plants kept increasing in height and leaves size inside the greenhouse till reaching 1 m away from the roof. In another report, the experiment of Iraqi et al. and Vallières confirmed that the availability of light is known to be a limiting factor in the productivity of sheltered crops cultivation 5 , 6 . As mention by Carlinie et al. certain radiations are necessary for plants’ growth 17 . Besides, tomatoes plants needed a ventilation or aeration especially during flowering stage. Lower wind inside the greenhouse influenced the formation of fruits.

The delay in fruiting stage and lower productivity could be linked to the tomatoes variety which was Mongal hybrid F1 variety for the Sahel harsh condition. In fact, this variety is mostly used by local farmers due to its harsh whether condition resilience. Because of those unpredicted source of delay, less fruit were produced within the greenhouse compare to outside conditions in whole. In fact, expanded over a hectare, a production of 12.217 tons could be reached outside whereas inside the greenhouse, 2.673 tons could be reached (see Table 9 ). However, the crop loss is more than two times outside compared to inside the greenhouse.

Higher yield outside the greenhouse could be due to the fact that plantations were done during the rainy season making availability for rain water, wind and sun radiations optimum for outside productivity. Moreover, this variety is suitable for productivity during rainy season. The variation of the outside temperature affected the leaves growth making them not growing well as shown the Figs.  9 , 10 , 11 and 12 , making the environment harsh in the afternoons compared to morning and nights as shown by a high temperature of 36.04 °C and high VPD of 3.04 kPa.

A break period was observed in Fig.  13 between 16 and 19th week, which was the intermediate period of time between rainy season and cold season. The fact that continuous production was done over two successive seasons on the same soil, a reduction of productivity was observed (see Fig.  13 and Table 9 ).

figure 13

Tomatoes production.

Fruit quality and nutritional value analysis

Organoleptic characteristics.

A cut of various fruits showed that fruits from the greenhouse were more intense in color than the ones cultivated outside. Besides, the fruits were smelling good, giving a firm feeling at touch and tasting good. All these characteristics have an effect on the nutritional values of harvest products (see Fig.  14 ). On one hand, under outside conditions, tomatoes turned from green to yellow and to light red or red color when ripe. On the other side, under greenhouse microclimate, tomatoes were turning from green to red then deep or intense red color when ripe. This is explained by the fact that the excessive sunshine exposure under outside environment had an effect on certain nutrients and pigments present in the fruit that carry some of the aspects of the fruit’s quality. Photosynthetic pigments such as flavonoids, carotene and anthocyanin can easily be deteriorated under high exposure to intense sunshine 18 , 19 . Besides, fruits from the greenhouse were found to be of higher quality and much fresh looking than fruits from outside environment through quality analysis. That is because fruit quality relies on the optimization of fruit-water relation in response to environmental stress as indicated by Guichard et al. 20 . The fruit-water balance is the result of sap influxes through the phloem and xylem tissue of the pedicel, and water efflux by transpiration 20 .

figure 14

Raw and sliced fruits from outside environment (left) and inside greenhouse (right).

Dry matter content

Tables 10 and 11 presented results of dry matter test from tomatoes fruits. Fruits from inside greenhouse had an average dry matter of 5.921% whereas fruits from outside had 6.409%. Both results were within the range of 5–8% as indicated in Guichard et al. (2005). This difference is usually dependent on genotype and environment. The water content of those fruits being between 92 and 95%, assured that those fruits were mature 20 . On dry basis, the same trend was followed whereby fruits from inside greenhouse (GnH) were having higher humidity content (13.111% against 11.383% for outside). The other parts of crops had other trend depending on many parameters. In fact, leaves inside GnH had higher moisture content (5.683%) than outside ones whereas the outside stems were more moist (5.747%) than inside ones.

Mineral matter content

Table 12 presents mineral matter content from crops cultivated inside and outside greenhouse. From all parts and all areas, fruits had the least mineral matter content compared to other parts of the crops followed by stems. Leaves had accumulated amount of mineral matter which explains the reason for the highest percentage of mineral matter found in them. However, crops cultivated outside had a bit less mineral matter than stems (14.229% for leaves against 15.055% for stems).

Protein and nitrogen content

Fruits from inside greenhouse had higher content of nitrogen and protein than those from outside greenhouse (4.757% Nitrogen and 29.728% Protein against 2.264% Nitrogen 14.153% Protein) probably due to sun exposure which can have an effect on nitrogenous compounds. In other term, inside greenhouse fruits had 2.493% more Nitrogen and 15.575% more protein than outside environment. This is also confirmed through the fruits colors observed previously with inside greenhouse fruit being more intense in red color (see Fig.  14 ). Leaves from inside greenhouse crops had higher nitrogen and protein contents compared to leaves from outside greenhouse. In fact, the absorption of nutrients from the growing medium is directly related to the flow of water through the plant directed by the evapotranspiration as quoted in Iraqi et al. 5 and Vallières 6 .

Using a hybrid variety, tomato fruits under favorable season appeared to provide better yield than under conditioned microclimate of greenhouse due to many reasons such as fruits’ variety, the composition of incident sun radiations, aeration and irrigation. However, many losses of tomatoes fruits were observed from outside environment cultivation. Tomatoes fruits from the greenhouse was of higher quality with higher protein, vitamin, mineral and fiber content than the ones produced outside, and which was said to be due to stable and favorable climatic conditions within the greenhouse microclimate.

Data availability

All data generated or analyzed during this study are included in this published article.

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Acknowledgements

The authors would like to show gratitude to their partners AUF (Agence Universitaire de la Francophonie) and WASCAL (West African Science Service Centre on Climate Change and Adapted Land Use) for the financial support.

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The impact of study habits and personal factors on the academic achievement performances of medical students

  • Mohammed A. Aljaffer 1 ,
  • Ahmad H. Almadani 1 ,
  • Abdullah S. AlDughaither 2 ,
  • Ali A. Basfar 2 ,
  • Saad M. AlGhadir 2 ,
  • Yahya A. AlGhamdi 2 ,
  • Bassam N. AlHubaysh 2 ,
  • Osamah A. AlMayouf 2 ,
  • Saleh A. AlGhamdi 3 ,
  • Tauseef Ahmad 4 &
  • Hamza M. Abdulghani 5  

BMC Medical Education volume  24 , Article number:  888 ( 2024 ) Cite this article

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Academic achievement is essential for all students seeking a successful career. Studying habits and routines is crucial in achieving such an ultimate goal.

This study investigates the association between study habits, personal factors, and academic achievement, aiming to identify factors that distinguish academically successful medical students.

A cross-sectional study was conducted at the College of Medicine, King Saud University, Riyadh, Saudi Arabia. The participants consisted of 1st through 5th-year medical students, with a sample size of 336. The research team collected study data using an electronic questionnaire containing three sections: socio-demographic data, personal characteristics, and study habits.

The study results indicated a statistically significant association between self-fulfillment as a motivation toward studying and academic achievement ( p  = 0.04). The results also showed a statistically significant correlation between recalling recently memorized information and academic achievement ( p  = 0.05). Furthermore, a statistically significant association between preferring the information to be presented in a graphical form rather than a written one and academic achievement was also found ( p  = 0.03). Students who were satisfied with their academic performance had 1.6 times greater chances of having a high-grade point average (OR = 1.6, p  = 0.08).

The results of this study support the available literature, indicating a correlation between study habits and high academic performance. Further multicenter studies are warranted to differentiate between high-achieving students and their peers using qualitative, semi-structured interviews. Educating the students about healthy study habits and enhancing their learning skills would also be of value.

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Introduction

Academic performance is a common indicator used to measure student achievement [ 1 , 2 ]. It is a compound process influenced by many factors, among which is study habits [ 2 , 3 ]. Study habit is defined as different individual behavior in relation to studying, and is a combination of study methods and skills [ 2 , 3 , 4 ]. Put differently, study habits involve various techniques that would increase motivation and transform the study process into an effective one, thus enhancing learning [ 5 ]. Students’ perspectives and approaches toward studying were found to be the key factors in predicting their academic success [ 6 , 7 ]. However, these learning processes vary from one student to another due to variations in the students’ cognitive processing [ 8 ].

The study habits of students are the regular practices and habits they exhibit during the learning process [ 9 , 10 ]. Over time, several study habits have been developed, such as time management, setting appropriate goals, choosing a comfortable study environment, taking notes effectively, choosing main ideas, and being organized [ 11 ]. Global research shows that study habits impact academic performance and are the most important predictor of it [ 12 ]. It is difficult for medical students to organize and learn a lot of information, and they need to employ study skills to succeed [ 1 , 2 , 5 , 13 ].

Different lifestyle and social factors could affect students’ academic performance. For instance, Jafari et al. found that native students had better study habits compared to dormitory students [ 1 ]. This discrepancy between native and dormitory students was also indicated by Jouhari et al. who illustrated that dormitory students scored lower in attitude, test strategies, choosing main ideas, and concentration [ 10 ]. Regarding sleeping habits, Curcio G et al. found that students with a regular and adequate sleeping pattern had higher Grade Point Average (GPA) scores [ 14 ]. Lifestyle factors, such as watching television and listening to music, were shown to be unremarkable in affecting students’ grades [ 15 , 16 ]. Social media applications, including WhatsApp, Facebook, and Twitter, distract students during learning [ 16 , 17 ].

Motivation was found to be a major factor in students’ academic success. Bonsaksen et al. found that students who chose “to seek meaning” when studying were associated with high GPA scores [ 18 ]. In addition, low scores on “fear of failure” and high scores on “achieving” correlated with a higher GPA [ 8 , 18 ].

Resource-wise, Alzahrani et al. found that 82.7% of students relied on textbooks assigned by the department, while 46.6% mainly relied on the department’s lecture slides [ 19 ]. The study also indicated that 78.8% perceived that the scientific contents of the lectures were adequate [ 19 ]. Another study found that most students relied on the lecture slides (> 83%) along with their notes, followed by educational videos (76.1%), and reference textbooks (46.1%) [ 20 ]. Striking evidence in that study, as well as in another study, indicated that most students tended to avoid textbooks and opted for lecture slides, especially when preparing for exams [ 20 , 21 ].

Several researchers studied the association between different factors and academic performance; however, more is needed to know about this association in the process of education among medical students [ 15 , 20 , 22 ], with some limitations to the conducted studies. Such limitations include the study sample and using self-reported questionnaires, which may generate inaccurate results. Moreover, in Saudi Arabia in particular, the literature concerning the topic remains limited. Since many students are unsatisfied with their performance and seek improvement [ 10 ], the present study was designed and conducted.

Unlike other studies in the region, this study aims to investigate the relationship between study habits and personal factors and measure their influence on academic achievement. The results of this study could raise awareness regarding the effect of study habits and personal factors on students’ performance and would also guide them toward achieving academic success. The study also seeks to identify the factors that distinguish academically successful students from their peers.

Study design, setting, and participants

This observational cross-sectional study, which took place between June and December 2022, was conducted among students attending the College of Medicine at King Saud University (KSU), Riyadh, Saudi Arabia. Its targeted population included all male and female medical students (first to fifth years) attending KSU during the academic year 2021/2022. Whereas, students at other colleges and universities, those who failed to complete the questionnaire, interns (the students who already graduated), and those who were enrolled in the university’s preparatory year, were all excluded from the current study. The sample size was calculated based on a study conducted in 2015 by Lana Al Shawwa [ 15 ]. Using the sample size formula for a single proportion (0.79), the required sample size was 255 using a confidence interval of 95% and a margin of error of 5%. After adding a 20% margin to accommodate non-responses and incomplete responses, the calculated sample size required for this study was 306. However, our research team collected a total of 336 participants for this study to ensure complete representation.

Study instrument

The research team developed and used an electronic questionnaire. The rationale is that no standardized questionnaire measuring the study objectives was found in the literature. However, the questionnaire was tested on a pilot of 15 students to test its clarity and address any possible misconceptions and ambiguity. The study questionnaire was distributed randomly to this cohort, who were asked to fill out the questionnaire. The students reported a complete understanding of the questionnaire’s contents, so the same questionnaire was used without any modifications. The questionnaire, written in English, consisted of three parts. The first part included eleven questions about the socio-demographic status of the participants. The second part contained twenty-one questions examining personal factors such as sleep and caffeine consumption. The last part included twenty-one questions regarding students’ study habits. The questionnaire was constructed based on an ordinal Likert scale which had: strongly agree, agree, neutral, disagree, and strongly disagree as possible answers. The questionnaire was sent to participants through email and social media applications like Twitter and WhatsApp to increase the study response. An informed consent that clearly states the study’s purpose was taken from all participants at the beginning of the questionnaire. In addition, all participants were assured that the collected data would be anonymous and confidential. Each participant was represented by a code for the sole purpose of analyzing the data. Furthermore, no incentives or rewards were given to the participants for their participation.

Study variables

Socio-demographic information (such as age, gender, and academic year), and personal factors (such as motivation, sleeping status, caffeine consumption, and self-management) were the independent variables. Study habits such as attendance, individual versus group study, memorization techniques, revision, learning style, and strategies were also independent variables.

Academic achievement refers to a student’s success in gaining knowledge and understanding in various subjects, as well as the ability to apply that knowledge effectively [ 23 ]. It is a measure of the student’s progress throughout the educational journey, encompassing both academic achievements and personal growth [ 3 , 24 ]. Academic achievement is judged based on the student’s GPA or performance score. In this study, students’ GPA scores, awareness, and satisfaction regarding their academic performance were the dependent variables.

We divided the study sample into two groups based on the GPA. We considered students with high GPAs to be exposed (i.e. exposed to the study habits we are investigating), and students with low GPAs to be the control group. The purpose of this study was to determine why an exposed group of students gets high grades and what study factors they adopt. Based on this exposure (high achieving students), we concluded what methods they used to achieve higher grades. Those in the first group had a GPA greater or equal to 4.5 (out of 5), while those in the second group had a GPA less than 4.5. The students’ data were kept confidential and never used for any other purpose.

Data analysis

The data collected were analyzed by using IBM SPSS Statistical software for Windows version 24.0. Descriptive statistics such as frequency and percentage were used to describe the socio-demographic data in a tabular form. Furthermore, data for categorical variables, including different study habits, motivation factors, memorizing and revising factors, and lifestyle factors, were tabulated and analyzed using the odds ratio test. Finally, we calculated the odds ratio statistic and a p-value of 0.05 to report the statistical significance of our results.

Ethical approval and consent to Participate

Before conducting the study, the research team obtained the Ethics Committee Approval from the Institutional Review Board of the College of Medicine, KSU, Riyadh, Saudi Arabia (project No. E-22-7044). Participants’ agreement/consent to participate was guaranteed by choosing “agree” after reading the consent form at the beginning of the questionnaire. Participation was voluntary, and consent was obtained from all participants. The research team carried out all methods following relevant guidelines and regulations.

The total 336 medical students participated in the study. All participants completed the study questionnaire, and there were no missing or incomplete data, with all of them being able to participate. As shown in Table  1 9.3% of participants were between 18 and 20, 44.9% were between the ages of 21 and 22, and 35.8% were 23–28 years old. In the current study, 62.5% of the participants were males and 37.5% were females. The proportion of first-year students was 21.4%, 20.8% of second-year students, 20.8% of third-year students, 18.2% of fourth-year students, and 18.8% of fifth-year students, according to academic year levels. Regarding GPA scores, 36.9% scored 4.75-5 and 32.4% scored 4.5–4.74. 23.8% achieved 4-4.49, 6.5% achieved 3-3.99, and only 0.4% achieved 2.99 or less. Participants lived with their families in 94.6% of cases, with friends in 1.2% of cases, and alone in 4.2% of cases. For smoking habits, 86.3% did not smoke, 11% reported using vapes, 2.1% used cigarettes, and 0.6% used Shisha. 91.4% of the participants did not report any chronic illnesses; however, 8.6% did. In addition, 83% had no mental illness, 8.9% had anxiety, 6% had depression, and 2.1% reported other mental illnesses.

Table  2 shows motivational factors associated with academic performance. There was a clear difference in motivation factors between students with high and low achievement in the current study. Students with high GPAs were 1.67 times more motivated toward their careers (OR = 1.67, p  = 0.09) than those with low GPAs. Furthermore, significant differences were found between those students who had self-fulfillment or ambitions in life they had ~ 2 times higher (OR = 1.93, p  = 0.04) GPA scores than low GPA students. Exam results did not motivate exposed or high GPA students (46%) or control students with low GPA students (41%), but the current study showed test results had little impact on low achiever students (OR = 1.03, p  = 0.88). Furthermore, 72.6% of high achievers were satisfied with their academic performance, while only 41% of low achiever students were satisfied. Therefore, students who were satisfied with their academic performance had 1.6 times greater chances of a higher GPA (OR = 1.6, p  = 0.08). Students who get support and help from those around them are more likely to get high GPAs (OR = 1.1, p  = 0.73) than those who do not receive any support. When students reported feeling a sense of family responsibility, the odds (odds ratio) of their receiving higher grades were 1.15 times higher (OR = 1.15, p  = 0.6) compared to those who did not feel a sense of family responsibility. The p-value, which indicates the level of statistical significance, was 0.6.

Table  3 shows the study habits of higher achiever students and low achiever students. Most of the high-achieving students (79.0%) attended most of the lectures and had 1.6 times higher chances of getting higher grades (OR = 1.6, p  = 0.2) than those who did not attend regular lectures. The current study found that studying alone had no significant impact on academic achievement in either group. However, those students who had studied alone had lower GPAs (OR = 1.07, p  = 0.81). The current study findings reported 29.8% of students walk or stand while studying rather than sit, and they had 1.57 times higher GPA chances compared to students with lower GPAs (OR = 0.73, p  = 0.27). High achievers (54.0%) preferred studying early in the morning, and these students had higher chances of achieving good GPAs (OR = 1.3, p  = 0.28) than low achiever groups of students. The number of students with high achievement (39.5%) went through the lecture before the lesson was taught. These students had 1.08 times higher chances of achieving than low achiever groups of students. Furthermore, students who made a weekly study schedule had 1.3 times higher chances of being good academic achievers than those who did not (OR = 1.3, p  = 0.37). Additionally, high-achieving students paid closer attention to the lecturer (1.2 times higher). In addition, students with high GPAs spent more time studying when exam dates approached (OR = 1.3, p  = 0.58).

Table  4 demonstrates the relationship between memorizing and revising with high and low GPA students. It was found that high achiever students (58.9%) studied lectures daily and had 1.4 times higher chances of achieving high grades (OR = 1.4, p  = 0.16) than the other group. It was found that most of the high achievers (62.1%) skim the lecture beforehand before memorizing it, which led to 1.8 times higher chances of getting good grades in this exam (OR = 1.8, p  = 0.06). One regular activity reported by high GPA students (82.3%) was recalling what had just been memorized. For this recalling technique, we found a significant difference between low-achieving students (OR = 0.8, p  = 0.63) and high-achieving students (OR = 1.83, p  = 0.05). A high achiever student writes notes before speaking out for the memorizing method, which gives 1.2 times greater chances of getting high grades (OR = 1.2, p  = 0.55) than a student who does not write notes. A major difference in the current study was that high GPA achievers (70.2%) revise lectures more frequently than low GPA achievers (57.1%). They had 1.5 times more chances of getting high grades if they practiced and revised this method (OR = 1.5, p  = 0.13).

Table  5 illustrates the relationship between negative lifestyle factors and students’ academic performance. The current study found that students are less likely to get high exam grades when they smoke. Students who smoke cigarettes and those who vape are 1.14 and 1.07 times respectively more likely to have a decrease in GPA than those who do not smoke. Those students with chronic illnesses had 1.22 times higher chances of a downgrade in the exam (OR = 1.22, p  = 0.49). Additionally, students with high GPAs had higher mental pressures (Anxiety = 1.2, Depression = 1.18, and other mental pressures = 1.57) than those with low GPAs.

Learning is a multifaceted process that evolves throughout our lifetimes. The leading indicator that sets students apart is their academic achievement. Hence, it is crucial to investigate the factors that influence it. The present study examined the relationship between different study habits, personal characteristics, and academic achievement among medical students. In medical education, and more so in Saudi Arabia, there needs to be more understanding regarding such vital aspects.

Regarding motivational factors, the present study found some differences between high and low achievers. Students with high GPA scores were more motivated toward their future careers (OR = 1.67, p  = 0.09). The study also indicated that students who had ambitions and sought self-fulfillment were more likely to have high GPA scores, which were statistically significant (OR = 1.93, p  = 0.04). This was consistent with Bin Abdulrahman et al. [ 20 ], who indicated that the highest motivation was self-fulfillment and satisfying family dreams, followed by a high educational level, aspirations to join a high-quality residency program, and high income. Their study also found that few students were motivated by the desire to be regarded as unique students. We hypothesize that this probably goes back to human nature, where a highly rewarding incentive becomes the driving force of our work. Hence, schools should utilize this finding in exploring ways to enhance students’ motivation toward learning.

The present study did not find a significant effect of previous exam results on academic performance (OR = 1.03, p  = 0.88). However, some studies reported that more than half of the high-achieving students admitted that high scores acquired on previous assessments are an important motivational factor [ 15 , 25 , 26 ]. We hypothesize that as students score higher marks, they become pleased and feel confident with their study approach. This finding shows how positive measurable results influence the students’ mentality.

The present study also explored the social environment surrounding medical students. The results indicated that those who were supported by their friends or family were slightly more likely to score higher GPAs (OR = 1.1, p  = 0.73); however, the results did not reach a statistical significance. We hypothesize that a supportive and understanding environment would push the students to be patient and look for a brighter future. Our study results were consistent with previous published studies, which showed an association [ 3 , 27 , 28 , 29 , 30 ]. We hypothesize that students who spend most of their time with their families had less time to study, which made their study time more valuable. The findings of this study will hopefully raise awareness concerning the precious time that students have each day.

The association of different study habits among medical students with high and low GPAs was also studied in our study. It was noted that the high-achieving students try to attend their lectures compared to the lower achievers. This was in line with the previous published studies, which showed that significant differences were observed between the two groups regarding the attendance of lectures, tutorials, practical sessions, and clinical teachings [ 31 , 32 ]. The present study found that most students prefer to study alone, regardless of their level of academic achievement (82.1%). This finding is consistent with the study by Khalid A Bin Abdulrahman et al., which also showed that most students, regardless of their GPA, favored studying alone [ 20 ].

The present study findings suggest that a small number of students (29.8%) prefer to walk or stand while studying rather than sit, with most being high achievers (OR = 1.57, P  = 0.15). A study reported that 40.3% of students with high GPAs seemed to favor a certain posture or body position, such as sitting or lying on the floor [ 15 ]. These contradictory findings might indicate that which position to adopt while studying should come down to personal preference and what feels most comfortable to each student. The present study also found that high achievers are more likely to prefer studying early in the morning (OR = 1.3, P  = 0.28). The authors did not find similar studies investigating this same association in the literature. However, mornings might allow for more focused studying with fewer distractions, which has been shown to be associated with higher achievement in medical students [ 3 , 15 , 33 ].

Our study also found that 39.5% of the academically successful students reviewed pre-work or went through the material before they were taught it (OR = 1.08, p  = 0.75), and 25% were neutral. Similar findings were reported in other studies, showing that academically successful students prepared themselves by doing their pre-work, watching videos, and revising slides [ 3 , 9 , 34 ]. Our study showed that 75% of high-achieving students tend to listen attentively to the lecturer (OR = 1.2, p  = 0.48). Al Shawa et al. found no significant differences between the high achievers and low achievers when talking about attending lectures [ 15 ]. This could be due to the quality of teachers and the environment of the college or university.

Regarding the relationship between memorizing and revising with high and low GPA students, the present study found that students who study lectures daily are more likely to score higher than those who do not (OR = 1.4, p  = 0.16). This finding is consistent with other studies [ 3 , 19 , 35 ]. For skimming lectures beforehand, an appreciable agreement was noted by high GPA students (62.1%), while only (42%) of low GPA students agreed to it. Similarly, previous published studies also found that highlighting and reading the content before memorization were both common among high-achieving students [ 15 , 36 ]. Furthermore, the present study has found recalling what has just been memorized to be statistically significantly associated with high GPA students (OR = 1.83, p  = 0.05). Interestingly, we could not find any study that investigated this as an important factor, which could be justified by the high specificity of this question. Besides, when it comes to writing down/speaking out what has just been memorized, our study has found no recognizable differences between high-achieving students (75%) and low-achieving students (69%), as both categories had remarkably high percentages of reading and writing while studying.

The present study has found no statistical significance between regularly revising the lectures and high GPA ( p  > 0.05), unlike the study conducted by Deborah A. Sleight et al. [ 37 ]. The difference in findings between our study and Deborah A. Sleight et al. might be due to a limitation of our study, namely the similar backgrounds of our participants. Another explanation could be related to curricular differences between the institutions where the two studies were conducted. Moreover, a statistically significant correlation between not preferring the data being presented in a written form instead of a graphical form and high GPA scores have been found in their study ( p  < 0.05). However, a study conducted by Deborah A. Sleight et al. indicated that 66% of high achievers used notes prepared by other classmates compared to 84% of low achievers. Moreover, their study showed that only 59% of high achievers used tables and graphs prepared by others compared to 92% of low achievers. About 63% and 61% of the students in their study reported using self-made study aids for revision and memory aids, respectively [ 37 ].

The present study also examined the effects of smoking and chronic and mental illness, but found no statistical significance; the majority of both groups responded by denying these factors’ presence in their life. A similar finding by Al Shawwa et al. showed no statistical significance of smoking and caffeine consumption between low GPA and high GPA students [ 15 ]. We hypothesize that our findings occurred due to the study’s broad approach to examining such factors rather than delving deeper into them.

High-achieving students’ habits and factors contributing to their academic achievement were explored in the present study. High-achieving students were found to be more motivated and socially supported than their peers. Moreover, students who attended lectures, concentrated during lectures, studied early in the morning, prepared their weekly schedule, and studied more when exams approached were more likely to have high GPA scores. Studying techniques, including skimming before memorizing, writing what was memorized, active recall, and consistent revision, were adopted by high-achievers. To gain deeper insight into students’ strategies, it is recommended that qualitative semi-structured interviews be conducted to understand what distinguishes high-achieving students from their peers. Future studies should also explore differences between public and private university students. Additionally, further research is needed to confirm this study’s findings and provide guidance to all students. Future studies should collect a larger sample size from a variety of universities in order to increase generalizability.

Limitations and recommendations

The present study has some limitations. All the study’s findings indicated possible associations rather than causation; hence, the reader should approach the results of this study with caution. We recommend in-depth longitudinal studies to provide more insight into the different study habits and their impact on academic performance. Another limitation is that the research team created a self-reported questionnaire to address the study objectives, which carries a potential risk of bias. Hence, we recommend conducting interviews and having personal encounters with the study’s participants to reduce the risk of bias and better understand how different factors affect their academic achievement. A third limitation is that the research team only used the GPA scores as indicators of academic achievement. We recommend conducting other studies and investigating factors that cannot be solely reflected by the GPA, such as the student’s clinical performance and skills. Lastly, all participants included in the study share one background and live in the same environment. Therefore, the study’s findings do not necessarily apply to students who do not belong to such a geographic area and point in time. We recommend that future studies consider the sociodemographic and socioeconomic variations that exist among the universities in Saudi Arabia.

Availability of data materials

The datasets used and/or analyzed during the current study are available from the corresponding author on reasonable request.

Abbreviations

Grade Point Average

King Saud University

Institutional review board

Statistical package for the social sciences

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Aljaffer, M.A., Almadani, A.H., AlDughaither, A.S. et al. The impact of study habits and personal factors on the academic achievement performances of medical students. BMC Med Educ 24 , 888 (2024). https://doi.org/10.1186/s12909-024-05889-y

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‘Not my boy.’ When teachers are harassed by students, some schools and parents fail to help

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Since the start of this school year, we have been surveying teachers in South Australia about sexist views among students. This is part of our research into how online worlds are shaping Australian schooling.

In May, we reported the first round of our research . We found South Australian teachers were experiencing a rise in sexist and other anti-social views among students, similar to those reported interstate and overseas .

Teachers in our as yet unpublished study spoke of an alarming increase in misogynistic, homophobic, racist, and sexist language and behaviours, mostly by boys and young men targeting girls and young female teachers. This is prompting some women to leave the profession .

A new theme to emerge from our research is bystander inaction. This is when school leaders, other teachers, or parents downplay what is happening or do nothing or little in response.

Read more: 'Make me a sandwich': our survey's disturbing picture of how some boys treat their teachers

Between February and May this year, we advertised an anonymous survey on the Teachers of Adelaide Facebook group. This involves teachers from public, private co-ed and single-sex schools.

The survey called for short-answer responses to questions about sexism, racism, homophobia or other anti-social behaviours and language.

We received 160 responses. Almost 80% of the responses were from female teachers, who were mostly from high schools. On top of this, we did ten interviews with teachers who responded, who were willing to talk at further length.

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Teachers are not prepared to help

Some female teachers in our study experienced abuse and harassment by students when they were on their own. But it sometimes occurred around other female staff or teachers.

One female teacher who has been in the profession for 14 years told us how a Year 11 boy backed her into a corner of the staff room.

And the other staff members, they didn’t know what to do because he was stronger than all of us.

Other teachers spoke about how they had no training or preparation to deal with this kind of behaviour. One female teacher said:

I don’t think my teaching degree prepared me for any of this […]. It was a bit of a culture shock going into a school.

Another female teacher said teacher education and professional development did not acknowledge “you could possibly be the victim of sexual harassment as a teacher”. She added “that really pisses me off to be honest”.

It’s different for male teachers

A male interviewee described stepping into a senior high school classroom after the female teacher for that class had resigned due to the behaviour of male students.

She was having sexually suggestive things said to her by her students and it was not really dealt with appropriately. And she got to the point where she felt sick even thinking about coming to work […].

But as this male teacher explained, male students did not treat him the same way.

So, I just walk into the room, and they’re like, yeah, that’s the […] authority figure. It’s a man.

Other male teachers said gender-based harassment and abuse was too big an issue for them to tackle as part of their already busy and complex jobs. As one told us:

the scale of the problem is too big, and it’s really tangential as far as our duties go.

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School leaders are not helping

Female teachers are telling us some school leaders (which include principals and deputy principals) are not treating these issues seriously.

In one school, a female teacher left after being told by students as young as Year 7 she “looked like a porn star”. A female colleague told us how

she told the principal that she was being sexually harassed, the principal just said, ‘Well, just because you said it’s harassment, it doesn’t necessarily mean it is’.

Other respondents talked about a “hush hush” response from schools when teachers left due to student behaviour.

anything that’s challenging, [the principal is] like, ‘No, we’re not discussing that. I’ll have a discussion in private with you’.

In other industries – where the harassment of women has been ignored or covered up – this has been referred to as “ institutional gaslighting ”.

Parents are ignoring warnings

When there is a behavioural issue with a student, one of the first steps a teacher can take is to talk to the parents. But teachers in our study said parents often did not believe their sons could behave this way. As one female teacher described it, there is

a lot of eye rolling like, I can’t believe you’re treating this as an issue.

Another female teacher told us:

usually I get the response from the parent, ‘Not my boy. My boy would not do that. My boy would not have those values’.

The same teacher continued:

I’m just wondering how many parents really know their sons and have been prepared to sit down and talk about consent with their children, have been prepared to sit down and talk about respect with their children?

Read more: We research online 'misogynist radicalisation'. Here's what parents of boys should know

What can we do?

Bystander inaction to harassment and abuse of women and girls is not new . Research shows it thrives within cultures and systems where there is poor understanding of gender equity and little recognition we are all responsible for preventing or responding to this behaviour.

In Australia, we have a decades’ long policy vacuum around gender equity in schooling. So our systems are ill-equipped and reluctant to deal with this issue, despite warnings schools are becoming breeding grounds for gender-based violence and teachers are leaving.

We now have mandatory consent education , but as our research indicates, this is not being delivered consistently or effectively across schools.

Education around gender must be part of teaching degrees and a central component of the Australian Curriculum. And all of us in the community – including parents – need to take responsibility for the way men and boys treat women and girls.

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Young adults who engage in comparisons to others on social media and thus feel bad about themselves are more likely to think about suicide, this research in Psychology of Popular Media (Vol. 12, No. 1) suggests. Researchers surveyed 456 college students about their frequency of social media use and used scales to assess participants’ tendency to engage in negative social comparison on Instagram and Facebook, suicidal ideation, and thwarted belongingness (i.e., feeling as if lacking connections or meaningful relationships with others). Results indicated that participants who engaged in negative social comparisons were more likely to report suicidal ideation than those who did not. Specifically, on Instagram, those who negatively compared themselves to others the most also showed the highest levels of association between thwarted belongingness and suicidal ideation. These findings suggest the need for limits on social media use and education around its mental health effects. DOI: 10.1037/ppm0000380

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The type of social media content women view can affect their self-compassion—how kind to themselves and accepting of their flaws they are—suggests this study in Psychology of Popular Media (advance online publication). In two experiments, a total of 247 women viewed content consistent with appearance ideals (fitspiration body photos; faces with makeup), appearance-neutral content (landscapes), or body-positive content (body-positive body photos, body-positive quotes, faces without makeup). In both experiments, women who viewed content consistent with appearance ideals reported a state of worse self-compassion and worse thoughts about themselves than those who viewed body-positive or appearance-neutral content. Women who already had daily low self-compassion or high disordered-eating symptoms were the most affected by viewing content consistent with appearance ideals. On the contrary, viewing body-positive content increased the state of self-compassion relative to viewing appearance-neutral content. DOI: 10.1037/ppm0000453

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Reducing smartphone social media use to 1 hour per day might improve body image and weight esteem in youth with emotional distress who are heavy social media users, this study in Psychology of Popular Media (advance online publication) suggests. The researchers randomly assigned 220 participants (ages 17 to 25 who used social media at least 2 hours per day) to either a 4-week intervention in which they limited their social media use to 1 hour per day or to a control condition with unrestricted access to social media. After the 4-week intervention, the group with restricted social media use felt better about their appearance and weight relative to before the intervention, whereas the other group showed no changes. Thus, reducing smartphone social media use appears to be a good method to improve how youths feel about their appearance and weight and could become a component in the prevention and treatment of body image-related disturbances. DOI: 10.1037/ppm0000460

4. Interventions to reduce the negative impact of online highly visual social networking site use on mental health outcomes: A scoping review.

Herriman, Z., et al.

In this review, published in Psychology of Popular Media (advance online publication), researchers identified 39 studies published between 2011 and 2022 that examined how interventions designed to reduce the negative impact of online highly visual social networking site (e.g., Facebook, Instagram) use impact mental health. Most of the studies were conducted on Western adults younger than age 35 and varied widely in terms of the variables assessed, making it difficult to highlight overall conclusions. Nevertheless, results indicate that interventions focused on reducing the exposure to highly visual social media platforms benefited well-being but may also reduce social connectedness. Interventions focused on social media literacy programs may reduce addiction and improve body image. Other interventions that adopted varied psychological approaches did not appear to lead to significant results. The researchers also highlighted the gaps in research that should be addressed to improve the efficacy of such interventions, including a need for interventions that are more guided by psychological theories and assessments of these interventions that are rigorous and include diverse populations. DOI: 10.1037/ppm0000455

5. On the outside looking in: Social media intensity, social connection, and user well-being: The moderating role of passive social media use.

Roberts, J. A., & David, M. E.

According to this study in the Canadian Journal of Behavioural Science (Vol. 55, No. 3) , heavy passive social media use may be linked with a weaker sense of social connection and well-being. In two survey-based studies with 226 participants in the United States, researchers found that passive engagement with social media (viewing social media but not regularly posting or interacting through the platform) was associated with less social connection, lower well-being, and higher stress. In a third, experimental study, with 160 participants, the researchers asked participants to use social media heavily (10 minutes) or lightly (5 minutes) and engage with it actively or passively. The results indicated that heavy social media use had a negative impact on feelings of social connection when used passively but a positive effect when used actively. DOI: 10.1037/cbs0000323

6. Social media usage is associated with lower knowledge about anxiety and indiscriminate use of anxiety coping strategies.

Wolenski, R., & Pettit, J. W.

Social media might not be the best source to learn about anxiety and how to reduce it, this study in Psychology of Popular Media (advance online publication) suggests. Young adults (N=250) responded to an online survey in which they reported their sources of information about anxiety, the strategies they use to cope with anxiety, and their anxiety symptoms and severity. The researchers also tested participants’ knowledge about anxiety. Participants rated the internet (e.g., Wikipedia, medical websites) as their most used information source, followed by friends and family, therapy, and social media. Participants with an anxiety diagnosis or severe symptoms sought information on social media more frequently than the other participants. Across all participants, those who sought information on social media more frequently showed a lower knowledge about anxiety and were more likely to report using both adaptive and maladaptive strategies to reduce anxiety. On the contrary, using the internet was associated with more knowledge about anxiety. These findings suggest the need to promote the dissemination of accurate information about anxiety on social media. DOI: 10.1037/ppm0000456

7. The psychological scaffolding of arithmetic

Grice, M., et al.

In this article in Psychological Review (advance online publication), the authors propose that arithmetic has a biological origin, rather than philosophical, logical, or cognitive basis. This assertion rests on four principles of perceptual organization—monotonicity, convexity, continuity, and isomorphism—that shape how humans and other animals experience the world. According to the authors, these principles exclude all possibilities except the existence of arithmetic. Monotonicity is the idea that things change in the same direction, so that approaching objects appear to expand, while retreating objects appear to shrink. Convexity deals with betweenness, such that the four corners of a soccer pitch define the playing field even without boundary lines connecting them. Continuity describes the smoothness with which objects appear to move in time and space. Isomorphism is the idea of analogy, allowing people to recognize that cats are more similar to dogs than rocks. The authors’ analysis suggests that arithmetic is not necessarily an immutable truth of the universe but rather follows as a natural consequence of our perceptual system. DOI: 10.1037/rev0000431

8. An evaluation of cognitive behavioral therapy for substance use disorders: A systematic review and application of the society of clinical psychology criteria for empirically supported treatments.

Boness C. L., et al.

Cognitive behavioral therapy (CBT) is an empirically supported treatment for substance use disorder (SUD), is the conclusion of this review in Clinical Psychology: Science and Practice (Vol. 30, No. 2) . The researchers reviewed five meta-analyses of the effect of CBT on SUD, but only one had sufficient quality for inclusion to evaluate the size of the effects of CBT. This meta-analysis found that CBT produced small to moderate effects on SUD when compared with minimal treatment (e.g., waitlist, brief psychoeducation) and nonspecific treatment (e.g., treatment as usual, drug counseling). These effects were smaller in magnitude when compared with other active treatments (e.g., motivational interviewing, contingency management). The effects of CBT on SUD tended to diminish over time (i.e., CBT was most effective at early follow-up of 1 to 6 months posttreatment compared with late follow-up of at least 8 months posttreatment). The researchers recommend CBT to be used as an evidence-based approach to SUD but highlight the need for more research to identify patient characteristics that might moderate response to CBT and the best deployment of CBT (e.g., as a standalone or an adjunct intervention). DOI: 10.1037/cps0000131

9. A network approach to understanding parenting: Linking coparenting, parenting styles, and parental involvement in rearing adolescents in different age groups.

Liu, S., et al.

Mothers’ and fathers’ behaviors that promote a sense of family integrity (i.e., coparenting integrity), warmth, and emotional involvement are central components of the parenting network in two-parent families, according to this study in Developmental Psychology (Vol. 59, No. 4) . Researchers used network analysis to explore different facets of maternal and paternal coparenting (e.g., integrity, conflict), parenting styles (e.g., rejection, warmth), and parental involvement (e.g., emotional support, discipline) in two-parent families in China with a total of 4,852 adolescents at different stages of adolescence. They found that maternal and paternal coparenting integrity, warm parenting style, and emotional involvement were key to the parenting network, as indicated by the central spot they occupied in the network analysis. They also found that the expected influence of these characteristics varied for adolescents in different developmental stages—maternal integrity, warmth, and emotional involvement were important throughout adolescence, but paternal integrity, warmth, and emotional involvement were particularly important in early adolescence. The results suggest that supportive parenting might be a prime target for enhancing parenting systems. DOI: 10.1037/dev0001470

10. Seeking connection, autonomy, and emotional feedback: A self-determination theory of self-regulation in attention-deficit hyperactivity disorder.

Champ, R.E., et al.

In this article in Psychological Review (Vol. 130, No. 3) , the authors propose a new framework on the basis of self-determination theory (SDT) for understanding attention-deficit hyperactivity disorder (ADHD) and developing treatment approaches. The researchers suggest that using SDT, which proposes that humans have a natural tendency toward growth and self-actualization, supporting intrinsic motivation and self-organization, can offer a new positive understanding of ADHD and its symptoms. This approach counters the negative characterizations of ADHD; moves beyond symptom reduction and the focus on how ADHD presents motivation, engagement, and self-regulation issues; and instead focuses on potential positive aspects of ADHD and well-being. In addition, the framework highlights the need to help individuals with ADHD better understand how they function, tell the difference between biological and individual needs, and develop self-autonomy and self-regulation skills. According to this SDT approach, treatments that are autonomy supportive and increase self-determination could improve the functioning of individuals with ADHD. DOI: 10.1037/rev0000398

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