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How to Write the Methods Section of a Research Paper

Writing a research paper is both an art and a skill, and knowing how to write the methods section of a research paper is the first crucial step in mastering scientific writing. If, like the majority of early career researchers, you believe that the methods section is the simplest to write and needs little in the way of careful consideration or thought, this article will help you understand it is not 1 .

We have all probably asked our supervisors, coworkers, or search engines “ how to write a methods section of a research paper ” at some point in our scientific careers, so you are not alone if that’s how you ended up here.  Even for seasoned researchers, selecting what to include in the methods section from a wealth of experimental information can occasionally be a source of distress and perplexity.   

Additionally, journal specifications, in some cases, may make it more of a requirement rather than a choice to provide a selective yet descriptive account of the experimental procedure. Hence, knowing these nuances of how to write the methods section of a research paper is critical to its success. The methods section of the research paper is not supposed to be a detailed heavy, dull section that some researchers tend to write; rather, it should be the central component of the study that justifies the validity and reliability of the research.

Are you still unsure of how the methods section of a research paper forms the basis of every investigation? Consider the last article you read but ignore the methods section and concentrate on the other parts of the paper . Now think whether you could repeat the study and be sure of the credibility of the findings despite knowing the literature review and even having the data in front of you. You have the answer!   

Having established the importance of the methods section , the next question is how to write the methods section of a research paper that unifies the overall study. The purpose of the methods section , which was earlier called as Materials and Methods , is to describe how the authors went about answering the “research question” at hand. Here, the objective is to tell a coherent story that gives a detailed account of how the study was conducted, the rationale behind specific experimental procedures, the experimental setup, objects (variables) involved, the research protocol employed, tools utilized to measure, calculations and measurements, and the analysis of the collected data 2 .

In this article, we will take a deep dive into this topic and provide a detailed overview of how to write the methods section of a research paper . For the sake of clarity, we have separated the subject into various sections with corresponding subheadings.  

Table of Contents

What is the methods section of a research paper ?  

The methods section is a fundamental section of any paper since it typically discusses the ‘ what ’, ‘ how ’, ‘ which ’, and ‘ why ’ of the study, which is necessary to arrive at the final conclusions. In a research article, the introduction, which serves to set the foundation for comprehending the background and results is usually followed by the methods section, which precedes the result and discussion sections. The methods section must explicitly state what was done, how it was done, which equipment, tools and techniques were utilized, how were the measurements/calculations taken, and why specific research protocols, software, and analytical methods were employed.  

Why is the methods section important?  

The primary goal of the methods section is to provide pertinent details about the experimental approach so that the reader may put the results in perspective and, if necessary, replicate the findings 3 .  This section offers readers the chance to evaluate the reliability and validity of any study. In short, it also serves as the study’s blueprint, assisting researchers who might be unsure about any other portion in establishing the study’s context and validity. The methods plays a rather crucial role in determining the fate of the article; an incomplete and unreliable methods section can frequently result in early rejections and may lead to numerous rounds of modifications during the publication process. This means that the reviewers also often use methods section to assess the reliability and validity of the research protocol and the data analysis employed to address the research topic. In other words, the purpose of the methods section is to demonstrate the research acumen and subject-matter expertise of the author(s) in their field.  

Structure of methods section of a research paper  

Similar to the research paper, the methods section also follows a defined structure; this may be dictated by the guidelines of a specific journal or can be presented in a chronological or thematic manner based on the study type. When writing the methods section , authors should keep in mind that they are telling a story about how the research was conducted. They should only report relevant information to avoid confusing the reader and include details that would aid in connecting various aspects of the entire research activity together. It is generally advisable to present experiments in the order in which they were conducted. This facilitates the logical flow of the research and allows readers to follow the progression of the study design.   

It is also essential to clearly state the rationale behind each experiment and how the findings of earlier experiments informed the design or interpretation of later experiments. This allows the readers to understand the overall purpose of the study design and the significance of each experiment within that context. However, depending on the particular research question and method, it may make sense to present information in a different order; therefore, authors must select the best structure and strategy for their individual studies.   

In cases where there is a lot of information, divide the sections into subheadings to cover the pertinent details. If the journal guidelines pose restrictions on the word limit , additional important information can be supplied in the supplementary files. A simple rule of thumb for sectioning the method section is to begin by explaining the methodological approach ( what was done ), describing the data collection methods ( how it was done ), providing the analysis method ( how the data was analyzed ), and explaining the rationale for choosing the methodological strategy. This is described in detail in the upcoming sections.    

How to write the methods section of a research paper  

Contrary to widespread assumption, the methods section of a research paper should be prepared once the study is complete to prevent missing any key parameter. Hence, please make sure that all relevant experiments are done before you start writing a methods section . The next step for authors is to look up any applicable academic style manuals or journal-specific standards to ensure that the methods section is formatted correctly. The methods section of a research paper typically constitutes materials and methods; while writing this section, authors usually arrange the information under each category.

The materials category describes the samples, materials, treatments, and instruments, while experimental design, sample preparation, data collection, and data analysis are a part of the method category. According to the nature of the study, authors should include additional subsections within the methods section, such as ethical considerations like the declaration of Helsinki (for studies involving human subjects), demographic information of the participants, and any other crucial information that can affect the output of the study. Simply put, the methods section has two major components: content and format. Here is an easy checklist for you to consider if you are struggling with how to write the methods section of a research paper .   

• Explain the research design, subjects, and sample details  
• Include information on inclusion and exclusion criteria  
• Mention ethical or any other permission required for the study  
• Include information about materials, experimental setup, tools, and software  
• Add details of data collection and analysis methods  
• Incorporate how research biases were avoided or confounding variables were controlled  
• Evaluate and justify the experimental procedure selected to address the research question  
• Provide precise and clear details of each experiment  
• Flowcharts, infographics, or tables can be used to present complex information     
• Use past tense to show that the experiments have been done   
• Follow academic style guides (such as APA or MLA ) to structure the content  
• Citations should be included as per standard protocols in the field  

Now that you know how to write the methods section of a research paper , let’s address another challenge researchers face while writing the methods section —what to include in the methods section .  How much information is too much is not always obvious when it comes to trying to include data in the methods section of a paper. In the next section, we examine this issue and explore potential solutions.   

What to include in the methods section of a research paper  

The technical nature of the methods section occasionally makes it harder to present the information clearly and concisely while staying within the study context. Many young researchers tend to veer off subject significantly, and they frequently commit the sin of becoming bogged down in itty bitty details, making the text harder to read and impairing its overall flow. However, the best way to write the methods section is to start with crucial components of the experiments. If you have trouble deciding which elements are essential, think about leaving out those that would make it more challenging to comprehend the context or replicate the results. The top-down approach helps to ensure all relevant information is incorporated and vital information is not lost in technicalities. Next, remember to add details that are significant to assess the validity and reliability of the study. Here is a simple checklist for you to follow ( bonus tip: you can also make a checklist for your own study to avoid missing any critical information while writing the methods section ).  

• Structuring the methods section : Authors should diligently follow journal guidelines and adhere to the specific author instructions provided when writing the methods section . Journals typically have specific guidelines for formatting the methods section ; for example, Frontiers in Plant Sciences advises arranging the materials and methods section by subheading and citing relevant literature. There are several standardized checklists available for different study types in the biomedical field, including CONSORT (Consolidated Standards of Reporting Trials) for randomized clinical trials, PRISMA (Preferred Reporting Items for Systematic reviews and Meta-Analysis) for systematic reviews and meta-analysis, and STROBE (STrengthening the Reporting of OBservational studies in Epidemiology) for cohort, case-control, cross-sectional studies. Before starting the methods section , check the checklist available in your field that can function as a guide.     
• Organizing different sections to tell a story : Once you are sure of the format required for structuring the methods section , the next is to present the sections in a logical manner; as mentioned earlier, the sections can be organized according to the chronology or themes. In the chronological arrangement, you should discuss the methods in accordance with how the experiments were carried out. An example of the method section of a research paper of an animal study should first ideally include information about the species, weight, sex, strain, and age. Next, the number of animals, their initial conditions, and their living and housing conditions should also be mentioned. Second, how the groups are assigned and the intervention (drug treatment, stress, or other) given to each group, and finally, the details of tools and techniques used to measure, collect, and analyze the data. Experiments involving animal or human subjects should additionally state an ethics approval statement. It is best to arrange the section using the thematic approach when discussing distinct experiments not following a sequential order.  
• Define and explain the objects and procedure: Experimental procedure should clearly be stated in the methods section . Samples, necessary preparations (samples, treatment, and drug), and methods for manipulation need to be included. All variables (control, dependent, independent, and confounding) must be clearly defined, particularly if the confounding variables can affect the outcome of the study.  
• Match the order of the methods section with the order of results: Though not mandatory, organizing the manuscript in a logical and coherent manner can improve the readability and clarity of the paper. This can be done by following a consistent structure throughout the manuscript; readers can easily navigate through the different sections and understand the methods and results in relation to each other. Using experiment names as headings for both the methods and results sections can also make it simpler for readers to locate specific information and corroborate it if needed.   
• Relevant information must always be included: The methods section should have information on all experiments conducted and their details clearly mentioned. Ask the journal whether there is a way to offer more information in the supplemental files or external repositories if your target journal has strict word limitations. For example, Nature communications encourages authors to deposit their step-by-step protocols in an open-resource depository, Protocol Exchange which allows the protocols to be linked with the manuscript upon publication. Providing access to detailed protocols also helps to increase the transparency and reproducibility of the research.  
• It’s all in the details: The methods section should meticulously list all the materials, tools, instruments, and software used for different experiments. Specify the testing equipment on which data was obtained, together with its manufacturer’s information, location, city, and state or any other stimuli used to manipulate the variables. Provide specifics on the research process you employed; if it was a standard protocol, cite previous studies that also used the protocol.  Include any protocol modifications that were made, as well as any other factors that were taken into account when planning the study or gathering data. Any new or modified techniques should be explained by the authors. Typically, readers evaluate the reliability and validity of the procedures using the cited literature, and a widely accepted checklist helps to support the credibility of the methodology. Note: Authors should include a statement on sample size estimation (if applicable), which is often missed. It enables the reader to determine how many subjects will be required to detect the expected change in the outcome variables within a given confidence interval.  
• Write for the audience: While explaining the details in the methods section , authors should be mindful of their target audience, as some of the rationale or assumptions on which specific procedures are based might not always be obvious to the audience, particularly for a general audience. Therefore, when in doubt, the objective of a procedure should be specified either in relation to the research question or to the entire protocol.  
• Data interpretation and analysis : Information on data processing, statistical testing, levels of significance, and analysis tools and software should be added. Mention if the recommendations and expertise of an experienced statistician were followed. Also, evaluate and justify the preferred statistical method used in the study and its significance.  

What NOT to include in the methods section of a research paper  

To address “ how to write the methods section of a research paper ”, authors should not only pay careful attention to what to include but also what not to include in the methods section of a research paper . Here is a list of do not’s when writing the methods section :  

• Do not elaborate on specifics of standard methods/procedures: You should refrain from adding unnecessary details of experiments and practices that are well established and cited previously.  Instead, simply cite relevant literature or mention if the manufacturer’s protocol was followed.  
• Do not add unnecessary details : Do not include minute details of the experimental procedure and materials/instruments used that are not significant for the outcome of the experiment. For example, there is no need to mention the brand name of the water bath used for incubation.    
• Do not discuss the results: The methods section is not to discuss the results or refer to the tables and figures; save it for the results and discussion section. Also, focus on the methods selected to conduct the study and avoid diverting to other methods or commenting on their pros or cons.  
• Do not make the section bulky : For extensive methods and protocols, provide the essential details and share the rest of the information in the supplemental files. The writing should be clear yet concise to maintain the flow of the section.  

We hope that by this point, you understand how crucial it is to write a thoughtful and precise methods section and the ins and outs of how to write the methods section of a research paper . To restate, the entire purpose of the methods section is to enable others to reproduce the results or verify the research. We sincerely hope that this post has cleared up any confusion and given you a fresh perspective on the methods section .

As a parting gift, we’re leaving you with a handy checklist that will help you understand how to write the methods section of a research paper . Feel free to download this checklist and use or share this with those who you think may benefit from it.  

References  

• Bhattacharya, D. How to write the Methods section of a research paper. Editage Insights, 2018. https://www.editage.com/insights/how-to-write-the-methods-section-of-a-research-paper (2018).
• Kallet, R. H. How to Write the Methods Section of a Research Paper. Respiratory Care 49, 1229–1232 (2004). https://pubmed.ncbi.nlm.nih.gov/15447808/
• Grindstaff, T. L. & Saliba, S. A. AVOIDING MANUSCRIPT MISTAKES. Int J Sports Phys Ther 7, 518–524 (2012). https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3474299/

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• What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

Published on 25 February 2019 by Shona McCombes . Revised on 10 October 2022.

Your research methodology discusses and explains the data collection and analysis methods you used in your research. A key part of your thesis, dissertation, or research paper, the methodology chapter explains what you did and how you did it, allowing readers to evaluate the reliability and validity of your research.

It should include:

• The type of research you conducted
• How you collected and analysed your data
• Any tools or materials you used in the research
• Why you chose these methods
• Your methodology section should generally be written in the past tense .
• Academic style guides in your field may provide detailed guidelines on what to include for different types of studies.
• Your citation style might provide guidelines for your methodology section (e.g., an APA Style methods section ).

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Table of contents

How to write a research methodology, why is a methods section important, step 1: explain your methodological approach, step 2: describe your data collection methods, step 3: describe your analysis method, step 4: evaluate and justify the methodological choices you made, tips for writing a strong methodology chapter, frequently asked questions about methodology.

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Your methods section is your opportunity to share how you conducted your research and why you chose the methods you chose. It’s also the place to show that your research was rigorously conducted and can be replicated .

It gives your research legitimacy and situates it within your field, and also gives your readers a place to refer to if they have any questions or critiques in other sections.

You can start by introducing your overall approach to your research. You have two options here.

Option 1: Start with your “what”

What research problem or question did you investigate?

• Aim to describe the characteristics of something?
• Explore an under-researched topic?
• Establish a causal relationship?

And what type of data did you need to achieve this aim?

• Quantitative data , qualitative data , or a mix of both?
• Primary data collected yourself, or secondary data collected by someone else?
• Experimental data gathered by controlling and manipulating variables, or descriptive data gathered via observations?

Option 2: Start with your “why”

Depending on your discipline, you can also start with a discussion of the rationale and assumptions underpinning your methodology. In other words, why did you choose these methods for your study?

• Why is this the best way to answer your research question?
• Is this a standard methodology in your field, or does it require justification?
• Were there any ethical considerations involved in your choices?
• What are the criteria for validity and reliability in this type of research ?

Once you have introduced your reader to your methodological approach, you should share full details about your data collection methods .

Quantitative methods

In order to be considered generalisable, you should describe quantitative research methods in enough detail for another researcher to replicate your study.

Here, explain how you operationalised your concepts and measured your variables. Discuss your sampling method or inclusion/exclusion criteria, as well as any tools, procedures, and materials you used to gather your data.

Surveys Describe where, when, and how the survey was conducted.

• How did you design the questionnaire?
• What form did your questions take (e.g., multiple choice, Likert scale )?
• Were your surveys conducted in-person or virtually?
• What sampling method did you use to select participants?
• What was your sample size and response rate?

Experiments Share full details of the tools, techniques, and procedures you used to conduct your experiment.

• How did you design the experiment ?
• How did you recruit participants?
• How did you manipulate and measure the variables ?
• What tools did you use?

Existing data Explain how you gathered and selected the material (such as datasets or archival data) that you used in your analysis.

• Where did you source the material?
• How was the data originally produced?
• What criteria did you use to select material (e.g., date range)?

The survey consisted of 5 multiple-choice questions and 10 questions measured on a 7-point Likert scale.

The goal was to collect survey responses from 350 customers visiting the fitness apparel company’s brick-and-mortar location in Boston on 4–8 July 2022, between 11:00 and 15:00.

Here, a customer was defined as a person who had purchased a product from the company on the day they took the survey. Participants were given 5 minutes to fill in the survey anonymously. In total, 408 customers responded, but not all surveys were fully completed. Due to this, 371 survey results were included in the analysis.

Qualitative methods

In qualitative research , methods are often more flexible and subjective. For this reason, it’s crucial to robustly explain the methodology choices you made.

Be sure to discuss the criteria you used to select your data, the context in which your research was conducted, and the role you played in collecting your data (e.g., were you an active participant, or a passive observer?)

Interviews or focus groups Describe where, when, and how the interviews were conducted.

• How did you find and select participants?
• How many participants took part?
• What form did the interviews take ( structured , semi-structured , or unstructured )?
• How long were the interviews?
• How were they recorded?

Participant observation Describe where, when, and how you conducted the observation or ethnography .

• What group or community did you observe? How long did you spend there?
• How did you gain access to this group? What role did you play in the community?
• How long did you spend conducting the research? Where was it located?
• How did you record your data (e.g., audiovisual recordings, note-taking)?

Existing data Explain how you selected case study materials for your analysis.

• What type of materials did you analyse?
• How did you select them?

In order to gain better insight into possibilities for future improvement of the fitness shop’s product range, semi-structured interviews were conducted with 8 returning customers.

Here, a returning customer was defined as someone who usually bought products at least twice a week from the store.

Surveys were used to select participants. Interviews were conducted in a small office next to the cash register and lasted approximately 20 minutes each. Answers were recorded by note-taking, and seven interviews were also filmed with consent. One interviewee preferred not to be filmed.

Mixed methods

Mixed methods research combines quantitative and qualitative approaches. If a standalone quantitative or qualitative study is insufficient to answer your research question, mixed methods may be a good fit for you.

Mixed methods are less common than standalone analyses, largely because they require a great deal of effort to pull off successfully. If you choose to pursue mixed methods, it’s especially important to robustly justify your methods here.

Next, you should indicate how you processed and analysed your data. Avoid going into too much detail: you should not start introducing or discussing any of your results at this stage.

In quantitative research , your analysis will be based on numbers. In your methods section, you can include:

• How you prepared the data before analysing it (e.g., checking for missing data , removing outliers , transforming variables)
• Which software you used (e.g., SPSS, Stata or R)
• Which statistical tests you used (e.g., two-tailed t test , simple linear regression )

In qualitative research, your analysis will be based on language, images, and observations (often involving some form of textual analysis ).

Specific methods might include:

• Content analysis : Categorising and discussing the meaning of words, phrases and sentences
• Thematic analysis : Coding and closely examining the data to identify broad themes and patterns
• Discourse analysis : Studying communication and meaning in relation to their social context

Mixed methods combine the above two research methods, integrating both qualitative and quantitative approaches into one coherent analytical process.

Above all, your methodology section should clearly make the case for why you chose the methods you did. This is especially true if you did not take the most standard approach to your topic. In this case, discuss why other methods were not suitable for your objectives, and show how this approach contributes new knowledge or understanding.

In any case, it should be overwhelmingly clear to your reader that you set yourself up for success in terms of your methodology’s design. Show how your methods should lead to results that are valid and reliable, while leaving the analysis of the meaning, importance, and relevance of your results for your discussion section .

• Quantitative: Lab-based experiments cannot always accurately simulate real-life situations and behaviours, but they are effective for testing causal relationships between variables .
• Qualitative: Unstructured interviews usually produce results that cannot be generalised beyond the sample group , but they provide a more in-depth understanding of participants’ perceptions, motivations, and emotions.
• Mixed methods: Despite issues systematically comparing differing types of data, a solely quantitative study would not sufficiently incorporate the lived experience of each participant, while a solely qualitative study would be insufficiently generalisable.

Remember that your aim is not just to describe your methods, but to show how and why you applied them. Again, it’s critical to demonstrate that your research was rigorously conducted and can be replicated.

1. Focus on your objectives and research questions

The methodology section should clearly show why your methods suit your objectives  and convince the reader that you chose the best possible approach to answering your problem statement and research questions .

2. Cite relevant sources

Your methodology can be strengthened by referencing existing research in your field. This can help you to:

• Show that you followed established practice for your type of research
• Discuss how you decided on your approach by evaluating existing research
• Present a novel methodological approach to address a gap in the literature

3. Write for your audience

Consider how much information you need to give, and avoid getting too lengthy. If you are using methods that are standard for your discipline, you probably don’t need to give a lot of background or justification.

Regardless, your methodology should be a clear, well-structured text that makes an argument for your approach, not just a list of technical details and procedures.

Methodology refers to the overarching strategy and rationale of your research. Developing your methodology involves studying the research methods used in your field and the theories or principles that underpin them, in order to choose the approach that best matches your objectives.

Methods are the specific tools and procedures you use to collect and analyse data (e.g. interviews, experiments , surveys , statistical tests ).

In a dissertation or scientific paper, the methodology chapter or methods section comes after the introduction and before the results , discussion and conclusion .

Depending on the length and type of document, you might also include a literature review or theoretical framework before the methodology.

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to test a hypothesis by systematically collecting and analysing data, while qualitative methods allow you to explore ideas and experiences in depth.

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.

Statistical sampling allows you to test a hypothesis about the characteristics of a population. There are various sampling methods you can use to ensure that your sample is representative of the population as a whole.

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

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

Importance of a Good Methodology Section

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

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

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

Structure and Writing Style

I.  Groups of Research Methods

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

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

II.  Content

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

The remainder of your methodology section should describe the following:

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

In addition, an effectively written methodology section should:

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

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

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

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

III.  Problems to Avoid

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

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

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

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

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

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

Writing Tip

Statistical Designs and Tests? Do Not Fear Them!

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

To locate data and statistics, GO HERE .

Another Writing Tip

Knowing the Relationship Between Theories and Methods

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

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

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

Yet Another Writing Tip

Methods and the Methodology

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

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

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

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Writing the Research Methodology Section of Your Thesis

This article explains the meaning of research methodology and the purpose and importance of writing a research methodology section or chapter for your thesis paper. It discusses what to include and not include in a research methodology section, the different approaches to research methodology that can be used, and the steps involved in writing a robust research methodology section.

What is a thesis research methodology?

A thesis research methodology explains the type of research performed, justifies the methods that you chose   by linking back to the literature review , and describes the data collection and analysis procedures. It is included in your thesis after the Introduction section . Most importantly, this is the section where the readers of your study evaluate its validity and reliability.

What should the research methodology section in your thesis include?

• The aim of your thesis
• An outline of the research methods chosen (qualitative, quantitative, or mixed methods)
• Background and rationale for the methods chosen, explaining why one method was chosen over another
• Methods used for data collection and data analysis
• Materials and equipment used—keep this brief
• Difficulties encountered during data collection and analysis. It is expected that problems will occur during your research process. Use this as an opportunity to demonstrate your problem-solving abilities by explaining how you overcame all obstacles. This builds your readers’ confidence in your study findings.
• A brief evaluation of your research explaining whether your results were conclusive and whether your choice of methodology was effective in practice

What should not be included in the research methodology section of your thesis?

• Irrelevant details, for example, an extensive review of methodologies (this belongs in the literature review section) or information that does not contribute to the readers’ understanding of your chosen methods
• A description of basic procedures
• Excessive details about materials and equipment used. If an extremely long and detailed list is necessary, add it as an appendix

Types of methodological approaches

The choice of which methodological approach to use depends on your field of research and your thesis question. Your methodology should establish a clear relationship with your thesis question and must also be supported by your  literature review . Types of methodological approaches include quantitative, qualitative, or mixed methods. 

Quantitative studies generate data in the form of numbers   to count, classify, measure, or identify relationships or patterns. Information may be collected by performing experiments and tests, conducting surveys, or using existing data. The data are analyzed using  statistical tests and presented as charts or graphs. Quantitative data are typically used in the Sciences domain.

For example, analyzing the effect of a change, such as alterations in electricity consumption by municipalities after installing LED streetlights.

The raw data will need to be prepared for statistical analysis by identifying variables and checking for missing data and outliers. Details of the statistical software program used (name of the package, version number, and supplier name and location) must also be mentioned.

Qualitative studies gather non-numerical data using, for example, observations, focus groups, and in-depth interviews.   Open-ended questions are often posed. This yields rich, detailed, and descriptive results. Qualitative studies are usually   subjective and are helpful for investigating social and cultural phenomena, which are difficult to quantify. Qualitative studies are typically used in the Humanities and Social Sciences (HSS) domain.

For example, determining customer perceptions on the extension of a range of baking utensils to include silicone muffin trays.

The raw data will need to be prepared for analysis by coding and categorizing ideas and themes to interpret the meaning behind the responses given.

Mixed methods use a combination of quantitative and qualitative approaches to present multiple findings about a single phenomenon. T his enables triangulation: verification of the data from two or more sources.

Data collection

Explain the rationale behind the sampling procedure you have chosen. This could involve probability sampling (a random sample from the study population) or non-probability sampling (does not use a random sample).

For quantitative studies, describe the sampling procedure and whether statistical tests were used to determine the  sample size .

Following our example of analyzing the changes in electricity consumption by municipalities after installing LED streetlights, you will need to determine which municipal areas will be sampled and how the information will be gathered (e.g., a physical survey of the streetlights or reviewing purchase orders).

For qualitative research, describe how the participants were chosen and how the data is going to be collected.

Following our example about determining customer perceptions on the extension of a range of baking utensils to include silicone muffin trays, you will need to decide the criteria for inclusion as a study participant (e.g., women aged 20–70 years, bakeries, and bakery supply shops) and how the information will be collected (e.g., interviews, focus groups, online or in-person questionnaires, or video recordings) .

Data analysis

For quantitative research, describe what tests you plan to perform and why you have chosen them. Popular data analysis methods in quantitative research include:

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

For qualitative research, describe how the data is going to be analyzed and justify your choice. Popular data analysis methods in qualitative research include:

• Qualitative content analysis
• Thematic analysis
• Discourse analysis
• Narrative analysis
• Grounded theory
• Interpretative phenomenological analysis (IPA)

Evaluate and justify your methodological choices

You need to convince the reader that you have made the correct methodological choices. Once again, this ties back to your thesis question and  literature review . Write using a persuasive tone, and use  rhetoric to convince the reader of the quality, reliability, and validity of your research.

Ethical considerations

• The young researcher should maintain objectivity at all times
• All participants have the right to privacy and anonymity
• Research participation must be voluntary
• All subjects have the right to withdraw from the research at any time
• Consent must be obtained from all participants before starting the research
• Confidentiality of data provided by individuals must be maintained
• Consider how the interpretation and reporting of the data will affect the participants

Tips for writing a robust thesis research methodology

• Determine what kind of knowledge you are trying to uncover. For example, subjective or objective, experimental or interpretive.
• A thorough literature review is the best starting point for choosing your methods.
• Ensure that there is continuity throughout the research process. The authenticity of your research depends upon the validity of the research data, the reliability of your data measurements, and the time taken to conduct the analysis.
• Choose a research method that is achievable. Consider the time and funds available, feasibility, ethics, and access and availability of equipment to measure the phenomenon or answer your thesis question correctly.
• If you are struggling with a concept, ask for help from your supervisor, academic staff members, or fellow students.

A thesis methodology justifies why you have chosen a specific approach to address your thesis question. It explains how you will collect the data and analyze it. Above all, it allows the readers of your study to evaluate its validity and reliability.

A thesis is the most crucial document that you will write during your academic studies. For professional thesis editing and thesis proofreading services, visit  Enago Thesis Editing for more information.

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Introduce your methodological approach , for example, quantitative, qualitative, or mixed methods.

Explain why your chosen approach is relevant to the overall research design and how it links with your  thesis question.

Justify your chosen method and why it is more appropriate than others.

Provide background information on methods that may be unfamiliar to readers of your thesis.

Introduce the tools that you will use for data collection , and explain how you plan to use them (e.g., surveys, interviews, experiments, or existing data).

Explain how you will analyze your results. The type of analysis used depends on the methods you chose. For example, exploring theoretical perspectives to support your explanation of observed behaviors in a qualitative study or using statistical analyses in a quantitative study.

Mention any research limitations. All studies are expected to have limitations, such as the sample size, data collection method, or equipment. Discussing the limitations justifies your choice of methodology despite the risks. It also explains under which conditions the results should be interpreted and shows that you have taken a holistic approach to your study.

What is the difference between methodology and methods? +

Methodology  refers to the overall rationale and strategy of your thesis project. It involves studying the theories or principles behind the methods used in your field so that you can explain why you chose a particular method for your research approach.  Methods , on the other hand, refer to how the data were collected and analyzed (e.g., experiments, surveys, observations, interviews, and statistical tests).

What is the difference between reliability and validity? +

Reliability refers to whether a measurement is consistent (i.e., the results can be reproduced under the same conditions).  Validity refers to whether a measurement is accurate (i.e., the results represent what was supposed to be measured). For example, when investigating linguistic and cultural guidelines for administration of the Preschool Language Scales, Fifth Edition (PLS5) in Arab-American preschool children, the normative sample curves should show the same distribution as a monolingual population, which would indicate that the test is valid. The test would be considered reliable if the results obtained were consistent across different sampling sites.

What tense is used to write the methods section? +

The methods section is written in the past tense because it describes what was done.

What software programs are recommended for statistical analysis? +

Recommended programs include Statistical Analysis Software (SAS) ,  Statistical Package for the Social Sciences (SPSS) ,  JMP ,  R software,  MATLAB , Microsoft Excel,  GraphPad Prism , and  Minitab .

Writing your thesis method section

Many students have trouble writing a proper method section for their thesis. What bits of information should be included in this section, and what bits shouldn’t? It obviously matters whether you’re pursuing a vocational or academic degree (and in what direction), but the following practical tips should get you well on the way to properly describing your research methods. We wish you good luck on writing your thesis’ method section!

Introduction

The purpose of your thesis’ method section is to describe what you’ve investigated and how you’ve conducted your investigation. The section often consists of several specific sub-sections and is intended to allow a reader to repeat (replicate) your study, so don’t forget to include all relevant details.

Firstly, it is a good idea to describe what specific research methods were used in your study, and what the (dis)advantages of those methods are. For the qualitative research method of interviews, there are multiple types, such as in-depth interviews, structured interviews and semi-structured interviews. Eventually, your supervisors will not only determine your grade based on whether you’ve made the right choices or not, but more so on whether you’ve correctly justified making these choices (so, it’s important to keep the purpose of your study in the back of your mind).

A solid textbook that covers research methods can really help write the section properly, especially if the book focuses on a method of research that you’ve used in your study. However, a common error is to paraphrase general descriptions from the textbook instead of applying them to your own study. These days, your supervisors will also grade you based on the  reasoning  behind decisions you’ve made about what to focus your study on, and not just on the decisions themselves. So, convince your audience by providing arguments in favor of the choices you’ve made.

 Use  past tense  when writing your method section, as your study has already finished.

A handy checklist for your method section

• As an expert of your own study, you are obviously aware of all the details and know what was done and what not. However, you should realize that your audience knows nothing at all. So, it is important to be complete in your descriptions and clearly state what was done, and for what reason. To help you along the way, we’ve created a checklist that should allow you to make sure you’ve included the essentials in your method section:
•  First, describe the  type of research  you’ve conducted. Some relevant jargon is: quantitative / qualitative, and explorative (descriptive) / experimental. Expand on your choices.
•  Next, write about the  respondents  (sample / participants) of your study. Address who participated, and where you got your respondents from (e.g., via social media or a school board advertisement). Do not just provide the number of respondents and your arguments for settling on this number (which can be calculated), but also describe what inclusion and exclusion criteria you applied to select your respondents. It is especially important to also list your sample’s  demographic characteristics  (such as age, native country, profession, and so forth). You can include the final number of respondents in this section, but you can also include this in the results section’s first paragraph.
•  Then, write about  when  your study took place: how long was your survey running? And during which months?
•  Provide a description about the  reliability and validity  of the study, in which you explain what steps you took to keep these aspects of research as high as possible. Do not forget to include some bits about the generalizability of the study.
• Also describe how many respondents there actually were (i.e., how many people actually finished the survey) and what methods you used to increase this. Several methods for increasing  response rates  are described in the literature; these mainly center on sending reminders, applying a personal approach to study recruitment and giving away monetary rewards or gifts.
• It is also important to describe the  instruments  that were used in the study. For the instruments section, you should, for example, discuss the survey you’ve used and provide sufficient detail to your description. Ask these questions: How many questions did the survey consist of? What do the questions measure? What sources did you use to formulate your questions?  Here,  you can provide a reliability analysis (cronbach’s alpha) of your survey if you’d like.
•  Next, describe the  procedure , which includes all steps that were undertaken to get your data and respondents. So, you should write something along the lines of:
• “Firstly, an online survey was created, next e-mail addresses of candidate respondents were gathered using ….. Also, an e-mail with a hyperlink to the survey was sent. Reminder e-mails were sent”, and so forth.
• You should not forget to, lastly, describe the  data analysis  (quantitative / qualitative) methods you’ve applied in your study. In this paragraph, you should explain what you’ve done with your data: usage of SPSS, steps undertaken for data cleaning, calculations of sum scores (for surveys), usage of specific statistical tests such as  t -tests, correlations and regressions, and so forth. For qualitative studies, you should include that you’ve transcribed and coded the data (and how you’ve done this).

 If applicable:

• For academic theses, you should also include the design of your study: what were the dependent and independent variables? Were there certain conditions? It is common to summarize your hypotheses in a conceptual model.

This page was written for all students who are writing their thesis, and it is therefore general and does not account for the specific details of your study and research. We’d love to help you write a great research method section.  Do you need help writing your method section?

Get in touch and we’ll happily provide you with more information!

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APA Methods Section – How To Write It With Examples

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The APA methods section is a very important part of your academic paper, displaying how you conducted your research by providing a precise description of the methods and procedures you used for the study. This section ensures transparency, allowing other researchers to see exactly how you conducted your experiments. In APA style , the methods section usually includes subsections on participants, materials or measures, and procedures. This article discusses the APA methods section in detail.

Inhaltsverzeichnis

• 1 APA Methods Section – In a Nutshell
• 2 Definition: APA Methods Section
• 3 APA Methods Section: Structure
• 4 APA Methods Section: Participants
• 5 APA Methods Section: Materials
• 6 APA Methods Section: Procedure

APA Methods Section – In a Nutshell

• The APA methods section covers the participants, materials, and procedures.
• Under the ‘Participants’ heading of the APA methods section, you should state the relevant demographic characteristics of your participants.
• Accurately reporting the facts of the study can help other researchers determine how much the results can be generalized.

In what format are you currently required to submit your thesis?

Definition: APA Methods Section

The APA methods section describes the procedures you used to carry out your research and explains why particular processes were selected. It allows other researchers to replicate the study and make their own conclusions on the validity of the experiment.

APA Methods Section: Structure

• The main heading of the APA methods section should be written in bold and should be capitalized. It also has to be centered.
• All subheadings should be aligned to the left and must be boldfaced. You should select subheadings that are suitable for your essay, and the most commonly used include ‘Participants’, ‘Materials’, and ‘Procedure’.

Heading formats:

APA format has certain requirements for reporting different research designs. You should go through these guidelines to determine what you should mention for research using longitudinal designs , replication studies, and experimental designs .

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APA Methods Section: Participants

Under this subheading, you will have to report on the sample characteristics, the procedures used to collect samples, and the sample size selected.

Subject or Participant Characteristics

In academic studies, ‘participants’ refers to the people who take part in a study. If animals are used instead of human beings, the researcher can use the term ‘subjects’. In this subheading of the APA methods section, you have to describe the demographic characteristics of the participants, including their age, sex, race, ethnic group, education level, and gender identity. Depending on the nature of the study, other characteristics may be important. Some of these include:

• Education levels
• Language preference
• Immigration status

By describing the characteristics of the participants, readers will be able to determine how much the results can be generalized. Make sure you use bias-free language when writing this part of the APA methods section.

The study included 100 homosexual men and 100 homosexual women aged between 30 and 50 years from the city of London, UK.

Sampling Procedures

When selecting participants for your study, you will have to use certain sampling procedures. If the study could access all members of the population, you can say that you used random sampling methods. This section of the APA methods section should cover the percentage of respondents who participated in the research, and how they were chosen. You also need to state how participants were compensated and the ethical standard followed.

• Transgender male students from London were invited to participate in a study.
• Invites were sent to the students via email, social media posts, and posters in the schools.
• Each participant received $10 for the time spent in the study.
• The research obtained ethical approval before the participants were recruited.

Sample Size and Statistical Power

In this part of the APA methods section, you should give details on the sample size and statistical power you aimed at achieving. You should mention whether the final sample was the same as the intended sample. This section should show whether your research had enough statistical power to find any effects.

• The study aimed at a statistical power of 75% to detect an effect of 10% with an alpha of .05.
• 200 participants were required, and the study fulfilled these conditions.

APA Methods Section: Materials

Readers also need to know the materials you used for the study. This part of the APA methods section will give other researchers a good picture of the methods used to conduct the study.

Primary and secondary measures

Here, you should indicate the instruments used in the study, as well as the constructs they were meant to measure. Some of these are inventories, scales, tests, software, and hardware. Make sure you cover the following aspects:

• Reliability
• The Traumatic Stress Schedule (TSS) was used to measure the exposure to traumatic events.
• This 10-item chart requires participants to report lifelong exposure to traumatic stress.
• For example, they could indicate whether they suffered the traumatic death of a loved one.
• The Davidson Trauma Scale was also used to assess the symptoms of trauma.

Under this subheading of the APA methods section, you should also mention covariates or additional variables that can explain the outcomes.

Quality of measurements

You can mention the strategies you applied to ensure data integrity and reliability. These may include:

• Training the interviewers
• Establishing clear data nominalization procedures
• Rigorous data handling and analysis processes
• Having multiple people assess the data

If the data was subjectively coded, you should indicate the interrater reliability scores in the APA methods section.

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APA Methods Section: Procedure

This part of the APA methods section indicates the methods you used to carry out the research, process the data, and analyze the results.

Research Design and Data Collection Methods

Data collection is the systematic gathering of observations and measurements, and you have to describe all procedures used in this process. You can use supplementary materials to describe long and complicated data collection methods.

When reporting the research design, you should mention the framework of the study. This could be experimental, longitudinal, correlational, or descriptive. Additionally, you should mention whether you used a between-subjects design or within-subjects design .

In this part of the APA methods section, you should also mention whether any masking methods were used to hide condition assignments from the participants.

• Participants are told the research takes an hour covers their personal experiences in school.
• They were assured that the reports would be confidential and were asked to give consent.
• The participants were asked to fill in questionnaires .
• The control group was given an unrelated filler task, after which they filled a questionnaire.
• It was determined the experiences of homosexual and CIS-gendered students varied.

Data diagnostics

This part of the APA method section outlines the steps taken to process the data. It includes:

• Methods of identifying and controlling outliers
• Data transformation procedures
• Methods of compensating for missing values

Analytic strategies

This subheading of the APA methods section describes the analytic strategies used, but you shouldn’t mention the outcomes. The primary and secondary hypotheses use past studies or theoretical frameworks , while exploratory hypotheses focus on the data in the study.

We started by assessing the demographic differences between the two groups. We also performed an independent samples t-test on the test scores .

What are the parts of an APA methods section?

In this section, you should include the study participants, the methods used, and the procedures.

What is included in the APA methods section?

The methods section covers the participants or subject characteristics, the sampling procedures, the sample size, the measures used, the data collection methods, the research design, the data analysis strategy, and the data processing method.

Should I use the Oxford comma when writing the APA methods section?

Yes, the serial comma is required when writing the APA methods section.

Should I use the first person to write the APA methods section?

Yes, the APA language guidelines encourage researchers to use first-person pronouns when writing the methods section.

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Methodology Template

The fastest (and smartest) way to craft a research methodology that communicates your design and earns you marks.

Available in Google Doc, Word & PDF format 4.9 star rating, 5000 + downloads

Step-by-step instructions

Tried & tested academic format

Fill-in-the-blanks simplicity

Pro tips, tricks and resources

What It Covers

This template covers all the core components required in the methodology section of a typical dissertation, thesis or research paper, including:

• The opening section
• Research philosophy
• Research type
• Research strategy
• Time horizon
• Sampling strategy
• Data collection methods
• Data analysis methods
• Conclusion & summary

The purpose of each section is explained in plain language, along with  practical examples to help you understand exactly what’s required.

The cleanly-formatted Google Doc can be downloaded as a fully editable MS Word Document (DOCX format), so you can use it as-is or convert it to LaTeX.

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FAQs: Research Methdodology Template

What format is the template (doc, pdf, ppt, etc.).

The methodology chapter template is provided as a Google Doc. You can download it in MS Word format or make a copy to your Google Drive. You’re also welcome to convert it to whatever format works best for you, such as LaTeX or PDF.

What types of dissertations/theses can this template be used for?

The methodology template follows the standard format for academic research projects, which means it will be suitable for the vast majority of dissertations and theses (especially those within the sciences), whether they adopt a qualitative, quantitative, or mixed-methods approach. The template is loosely based on Saunders’ research onion , which is recommended as a methodological framework by many universities.

Keep in mind that the exact requirements for the methodology chapter/section will vary between universities and degree programs. These are typically minor, but it’s always a good idea to double-check your university’s requirements before you finalize your structure.

Is this template for an undergrad, Master or PhD-level thesis?

This template can be used for a dissertation, thesis or research project at any level of study. Doctoral-level projects typically require the methodology chapter to be more extensive/comprehensive, but the structure will typically remain the same.

How long should the methodology chapter be?

This can vary a fair deal, depending on the level of study (undergrad, Master or Doctoral), the field of research, as well as your university’s specific requirements. Therefore, it’s best to check with your university or review past dissertations from your program to get an accurate estimate. 

How detailed should my methodology be?

As a rule of thumb, you should provide enough detail for another researcher to replicate your study. This includes clear descriptions of procedures, tools, and techniques you used to collect and analyse your data, as well as your sampling approach.

How technical should my language be in this chapter?

In the methodology chapter, your language should be technical enough to accurately convey your research methods and processes, but also clear and precise to ensure it’s accessible to readers within your field.

Aim for a balance where the technical aspects of your methods are thoroughly explained without overusing jargon or overly complex language.

Should I include a pilot study in my methodology?

If you conducted a pilot study, you can include it in the methodology to demonstrate the feasibility and refinement of your methods. Be sure to obtain the necessary permissions from your research advisor before conducting any pilot studies, though. 

Can I share this template with my friends/colleagues?

Yes, you’re welcome to share this template in its original format (no editing allowed). If you want to post about it on your blog or social media, we kindly request that you reference this page as your source.

Do you have templates for the other chapters?

Yes, we do. We are constantly developing our collection of free resources to help students complete their dissertations and theses. You can view all of our template resources here .

Can Grad Coach help me with my methodology?

Yes, we can assist with your methodology chapter (or any other chapter) on a coaching basis. If you’re interested, feel free to get in touch to discuss our private coaching services .

Additional Resources

If you’re working on a research proposal, you’ll also want to check these out…

Methodology Bootcamp

1-On-1 Private Coaching

The Grad Coach YouTube Channel

The Grad Coach Podcast

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What is the Methods Chapter?

This chapter provides information on what you did and how you did it over the course of your research. Essentially, this chapter will list the steps you followed to help you answer your research questions and determine the accuracy of your hypotheses. A goal to have in mind when you are writing this chapter is to be detailed enough so that a colleague reading through the steps of your study could replicate your research without needing additional information. It is important that as you write your methods section, you ensure alignment with other sections of your dissertation.

(Important note: Remember that in this chapter, you are not getting into your findings or the results from your study. This is only to explain the process you used to obtain these results)

Before you Begin

What tense should i use in this chapter.

By the time you are writing this chapter of your dissertation, you should have completed your research. Thus, you will write the methods chapter in past tense .

Organization

Consider organizing this chapter in the following manner: 1. Introductory paragraph including general research design and organization of chapter 2. Data collection methods (how did you gather your data?) 3. Data analysis methods (how did you analyze your data?)

1. What do I Include in my Introductory Paragraph?

As is the intent of any introduction paragraphs, this paragraph will provide your readers with context for the research you conducted and provide them with an understanding of what will follow it. Consider incorporating the following information:

Reference to the Aim: Consider starting this paragraph by referencing the overall aim/purpose of your research. Be careful not to go into too much detail about why this was your aim or why this purpose matters. This information will be added to other chapters. Here stick to one sentence.

Research Design Statement: In one to two sentences, describe the research design you used for this study. There are a variety of research design approaches; for additional support on this topic, see here. If you are using a specific type of quantitative or qualitative design (ex: quasi experimental, case study), consider also stating this in your introduction.

Quantitative

Study Information: Emailed a survey to 200 undergraduate educators who just finished teaching their first classes to determine how effective their program was at preparing them for the role itself.

Statement: This study used a cross-sectional survey design to assess how prepared first-time undergraduate educators felt after teaching their initial courses.

Qualitative

Study Information: Interviewed 35 students who participated in a study incorporating the wise intervention strategy to their feedback to determine perception of bias.

Statement: This study used a narrative research design to identify how the wise intervention strategy influenced the perception of bias in freshman students at the university level.

Organization of the Chapter: Add a statement or two describing what information the reader will find in this chapter and how it is organized.

2. What do I Include in the Data Collections Section?

This section will be dedicated to explaining to your readers how you collected the data that you needed in order to answer your research questions and verify the accuracy of your hypotheses (if applicable). The way you organize this information may vary, but ensure you have the following information available.

When explaining your sample, ensure you identify who the target population was, the size and demographics of your sample, the location of sample participants, and the sampling design you used to obtain your sample. Pay attention to justifying the rationale for the decisions you made in this section, and provide relevant citations to support these decisions.

(Note: For advice on how to avoid bias when referring to people or groups in this section, see this tutorial , for advice on selecting your sample, please see here ).

Instruments/Collection Method

In this section, you are both indicating the measures you used to answer your research questions and how they will measure the focus of your research (variables, cause-effect relationship, etc.). Data collection methods can include interviews, surveys, archival data, focus groups, ethnography, and much more. If you are using assessments or other instruments (ex: standardized interview protocols) as part of your data collection methods, information should be provided about the instruments themselves (reliability and validity in your population and in measuring your variables) and the relevancy for use in your study. For additional information on methods, please see here .

For qualitative research: Explain the appropriateness of the measure you chose (how did you ensure you were selecting the ‘best’ option?), the measurement characteristics of the instrument(s), and the administration and scoring of the measures. (See here for further information).

For qualitative research: Explain the training and practice of the observer, indicate instrument type (structured or unstructured), and include opening questions as well as examples of some sub-questions for your research. (Include the full set of questions used as an appendix). (See here for further information)

In this section, you will explain how you implemented your methods. Consider aspects such as what steps you took to contact your sample (or access your data), to gain their participation, to protect their anonymity/ensure confidentiality or any other ethical considerations you made, and how you administered the instruments.

(Note: If you provided participants with any documentation (recruitment letter, survey, etc., copies of these should be added as appendixes).

Example of a research project:

Study was conducted with undergraduate students to test the effectiveness of the wise interventional strategy approach in feedback on the perception of positive bias., some examples of what i would consider writing in this section include:.

Note: By the time you finish writing this section, your reader should be able to know when, where, and how you collected the data.

Step: Pre-contact

Information Included: How I chose the educator(s) I worked with, selected the classes (and when they ran), identified the assignment to use, created a benefit for student participant (extra credit/mandatory participation/etc.), information I needed to collect from the students, if the instructor would see the feedback provided to students, if I needed the school’s approval and the instructors or just the instructor, and more

Step: Contact

Information Included: How much information the educator provided to the students before the study (protect the validity of the results), how the students opted into the study

Step: Process

Information Included: How I set up the study so that the reviews of the assignments were blind reviews, how I protected student anonymity when providing feedback, how I stored the data, the timeline of providing feedback, the timeline of when students could submit revised versions for grading, the rubric used to assess grading, and how I collected revisions from the instructor.

3. What do I Include in My Data Analysis Section?

In this section, you will explain how you analyzed your data. Ensure that you are not getting into the results of what your analysis determined. You are only explaining how you analyzed the data in this section.

For quantitative research: Explain what you did prior to the analysis (did you have to sift through to remove any outliers, did you have to ensure you were not missing data, etc.), how you conducted the analysis (what software or tool did you use), what test did you use (T-test, linear regression, etc.), and what equation did you use within the test construct. Indicate what information that analysis provided you (ex: determining relationships, causal links).

For qualitative research: Explain what you did after collecting the responses from your participants. It is important that you outline the process you will use to analyze the data (ex: inductive analysis, discourse analysis), any coding methods, or tools that will be used to classify the data. Typically, people will transcribe their responses, identify a type of analysis (thematic, content, discourse), and code the information to determine patterns and relationships. It is also important to outline how the researcher will avoid bias in their analysis of the data.

Did I Include All of the Information I Need?

To double-check if you have added all of the information you need, please see this checklist as a guide. (Note: this is to help you self-assess in general but is not meant to be an exhaustive list – download to check off the boxes as you go). It is also a good idea to do one last check for alignment with your other chapters!

Please see the following tutorials created by methodologists to support you in the curation of this chapter. • How to Write the Methodology Section • Quantitative Studies: Methodology Considerations • Qualitative Studies: Methodology Considerations

  [email protected]

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How to Write a Research Methodology Section for a Dissertation and Thesis

Research methodology is about the data collection and analysis methods employed in your research. Thus, this section addresses what you performed and how you did it, letting readers assess the reliability and validity of your study and is a critical part of your thesis or dissertation.

What is research methodology?

Research methodology is about the data collection and analysis methods employed in your research. Thus, the purpose of this section is to address what you performed and how you did it, letting readers assess the reliability and validity of your study and is a critical part of your thesis or dissertation.

Ideally, this section should cover:

Type of the study

Data collection and analysis

Materials used in the study

The reasons for selecting these methods.

Here are some quick tips:

Your methodology section should be in the past tense.

Your academic style guides may offer specified guidelines on determining what to cover for various studies.

They may also provide guidelines for your methodology section (for example, APA 7, MLA, Harvard, and so forth).

What makes the method section critical?

This section allows you to discuss how you performed your research and choose the methods utilized. You can also depict how much effort you put into your study and how your study can be repeated if needed. Thus, it is about the legitimacy of your research, disclosing where it stands, and providing the readers with the opportunity to find answers to questions or critiques. For an effective methods section, you should pursue the following steps.

1. Explain your methodology

It would be best to begin by presenting your overall research perspective with two available options.

Choice 1: Begin your “what” question

What research problem or question did you explore?

Aim to define the traits of a specific subject.

Investigate not deeply studied issue?

Build a causal relationship?

More importantly, what are the data required to achieve this objective?

Do you have quantitative data, qualitative data, or their mixture? 

Did you collect the primary data, or did somebody else collect secondary data?

Did you gather data by controlling and deploying variables or have descriptive data via observations?

Choice 2: Start with your “why” question

Some disciplines may allow you to begin discussing your methodology's rationale and assumptions. Put differently, why did you select these methods for your research?

Why do you think it is one of the best ways to address your  research question ?

Do you feel it is a standard methodology in your area, or does it need verification?

Are any ethical considerations parts of your selections?

How can you validate your study results?

2. Specify your data collection methods

After introducing your reader to your methodological approach, sharing full details about your data collection methods is next.

Quantitative methods

You should specify quantitative research methods in enough detail so that another researcher can replicate your study. Only then can your results be generalized. You must explain how you put your concepts to function and metered your variables. On top of that, you must discuss how you accomplished your sampling and the procedures and materials you employed.

Qualitative methods

Qualitative methods differ from quantitative ones as they are usually more flexible and subjective. Therefore, explaining the methodology choices you made is critical.

Make sure you elaborate on the criteria you employed to select your data, the context of your conducted research, and your role in data collection, such as participant or observer.

Interviews or focus groups

You must describe the place, the time, and the way the interviews were conducted. It would be best if you addressed the following questions.

How did you determine and choose participants?

How many participants partook in the study?

What were the types of interviews (Were they structured, semi-structured, or unstructured)?

What were the durations of the interviews?

How did you record the interviews?

Participant observation

For participant observation, you must specify where, when, and how you conducted the observation or, in some cases, ethnography. The relevant questions pursue.

Describe what group or community did you follow? 

What procedures did you pursue to access this group? What was your role in the community?

How long did the research last? Where was the study’s location?

What did you use to record data (audiovisual recordings or note-taking)?

Mixed methods

When you combine quantitative and qualitative approaches, you have  mixed methods . Should a quantitative or qualitative study alone is inadequate to address your research question, you need mixed methods.

Consider that mixed methods research is beyond gathering both types of data. Instead, it should involve careful consideration and integrating two kinds of data into robust and solid conclusions.

Mixed methods are not very common as they demand strenuous effort to succeed. In case you choose to follow mixed methods, make sure that you robustly justify them.

3. Label your analysis method

The next step involves disclosing how you processed and analyzed your data. Introducing or discussing any of your results at this step is inappropriate. Excessive detail may not be helpful: Be careful!

Your analysis for quantitative research will depend on numbers. It could consist of checking for missing data, dealing with outliers, and transforming variables if needed. Thus, you may include the following in your methods section:

What did you do to prepare the data before analyzing it?

Which statistical software do you use? They might include SAS, SPSS, Stata, Microsoft Excel, or R.

What were the statistical procedures you employed to analyze your data? They would cover a two-tailed t-test, simple linear regression, ANOVA, etc.

Language, images, and observations as part of textual analysis form qualitative methods.

Particular methods might involve content analysis, thematic analysis, and discourse analysis.

When we integrate qualitative and quantitative approaches into one coherent analytical process, we have mixed research methods, combining the above two research methods.

4. Assess and verify the methodological choices you chose

Your methodology section should explicitly depict why you selected the employed methods. It becomes increasingly relevant if you have not used standard approaches in your study. Should it be the case, discuss why other methods were inappropriate for your objectives and depict how this approach introduces novel knowledge or understanding.

Irrespective of the case, your reader should comprehend the way you established to be successful concerning your methodology’s design. Extremely relevant is how your methods should result in valid and reliable conclusions while simultaneously allocating the analysis of your results' meaning, significance, and relevance for the discussion.

How can editing and proofreading advance your thesis and dissertation research methodology?

Editing and proofreading your  research methodology is beyond critical . A  professional editing and proofreading service  with highly trained and experienced experts with Ph.D. in their fields will edit or proofread your thesis or dissertation  methodology  with utmost care. Their suggestions will substantially improve your methodology section.

How can you write a solid methodology chapter?

Your objective should always be beyond describing your methods. It should disclose how and why you applied them. Do not neglect that demonstrating how rigorously your research was conducted and replicated is exceedingly relevant.

a. Concentrate on your objectives and research questions

You must explicitly explain why your methods fit your objectives and persuade the reader that your chosen approach was one of the best to address your problem statement and research questions.

b. Cite pertinent sources

You can reinforce your methodology by citing extant research in your field. It will help you depict that you pursued established practices, discuss how you decided on your approach, and offer a new methodological approach to fill a gap in the relevant literature.

c. Pen for your readers

Suppose you use standard methods in your discipline. You may not need to present much background or justification. You should decide on how much information you need to give, which should not be excessive.

If you need us to make your thesis or dissertation, contact us unhesitatingly!

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This article explains how to write a research methodology for a dissertation and thesis.  To give you an opportunity to practice proofreading, we have left a few spelling, punctuation, or grammatical errors in the text. See if you can spot them! If you spot the errors correctly, you will be entitled to a 10% discount.

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Home » Thesis – Structure, Example and Writing Guide

Thesis – Structure, Example and Writing Guide

Table of contents.

Definition:

Thesis is a scholarly document that presents a student’s original research and findings on a particular topic or question. It is usually written as a requirement for a graduate degree program and is intended to demonstrate the student’s mastery of the subject matter and their ability to conduct independent research.

History of Thesis

The concept of a thesis can be traced back to ancient Greece, where it was used as a way for students to demonstrate their knowledge of a particular subject. However, the modern form of the thesis as a scholarly document used to earn a degree is a relatively recent development.

The origin of the modern thesis can be traced back to medieval universities in Europe. During this time, students were required to present a “disputation” in which they would defend a particular thesis in front of their peers and faculty members. These disputations served as a way to demonstrate the student’s mastery of the subject matter and were often the final requirement for earning a degree.

In the 17th century, the concept of the thesis was formalized further with the creation of the modern research university. Students were now required to complete a research project and present their findings in a written document, which would serve as the basis for their degree.

The modern thesis as we know it today has evolved over time, with different disciplines and institutions adopting their own standards and formats. However, the basic elements of a thesis – original research, a clear research question, a thorough review of the literature, and a well-argued conclusion – remain the same.

Structure of Thesis

The structure of a thesis may vary slightly depending on the specific requirements of the institution, department, or field of study, but generally, it follows a specific format.

Here’s a breakdown of the structure of a thesis:

This is the first page of the thesis that includes the title of the thesis, the name of the author, the name of the institution, the department, the date, and any other relevant information required by the institution.

This is a brief summary of the thesis that provides an overview of the research question, methodology, findings, and conclusions.

This page provides a list of all the chapters and sections in the thesis and their page numbers.

Introduction

This chapter provides an overview of the research question, the context of the research, and the purpose of the study. The introduction should also outline the methodology and the scope of the research.

Literature Review

This chapter provides a critical analysis of the relevant literature on the research topic. It should demonstrate the gap in the existing knowledge and justify the need for the research.

Methodology

This chapter provides a detailed description of the research methods used to gather and analyze data. It should explain the research design, the sampling method, data collection techniques, and data analysis procedures.

This chapter presents the findings of the research. It should include tables, graphs, and charts to illustrate the results.

This chapter interprets the results and relates them to the research question. It should explain the significance of the findings and their implications for the research topic.

This chapter summarizes the key findings and the main conclusions of the research. It should also provide recommendations for future research.

This section provides a list of all the sources cited in the thesis. The citation style may vary depending on the requirements of the institution or the field of study.

This section includes any additional material that supports the research, such as raw data, survey questionnaires, or other relevant documents.

How to write Thesis

Here are some steps to help you write a thesis:

• Choose a Topic: The first step in writing a thesis is to choose a topic that interests you and is relevant to your field of study. You should also consider the scope of the topic and the availability of resources for research.
• Develop a Research Question: Once you have chosen a topic, you need to develop a research question that you will answer in your thesis. The research question should be specific, clear, and feasible.
• Conduct a Literature Review: Before you start your research, you need to conduct a literature review to identify the existing knowledge and gaps in the field. This will help you refine your research question and develop a research methodology.
• Develop a Research Methodology: Once you have refined your research question, you need to develop a research methodology that includes the research design, data collection methods, and data analysis procedures.
• Collect and Analyze Data: After developing your research methodology, you need to collect and analyze data. This may involve conducting surveys, interviews, experiments, or analyzing existing data.
• Write the Thesis: Once you have analyzed the data, you need to write the thesis. The thesis should follow a specific structure that includes an introduction, literature review, methodology, results, discussion, conclusion, and references.
• Edit and Proofread: After completing the thesis, you need to edit and proofread it carefully. You should also have someone else review it to ensure that it is clear, concise, and free of errors.
• Submit the Thesis: Finally, you need to submit the thesis to your academic advisor or committee for review and evaluation.

Example of Thesis

Example of Thesis template for Students:

Title of Thesis

Table of Contents:

Chapter 1: Introduction

Chapter 2: Literature Review

Chapter 3: Research Methodology

Chapter 4: Results

Chapter 5: Discussion

Chapter 6: Conclusion

References:

Appendices:

Note: That’s just a basic template, but it should give you an idea of the structure and content that a typical thesis might include. Be sure to consult with your department or supervisor for any specific formatting requirements they may have. Good luck with your thesis!

Application of Thesis

Thesis is an important academic document that serves several purposes. Here are some of the applications of thesis:

• Academic Requirement: A thesis is a requirement for many academic programs, especially at the graduate level. It is an essential component of the evaluation process and demonstrates the student’s ability to conduct original research and contribute to the knowledge in their field.
• Career Advancement: A thesis can also help in career advancement. Employers often value candidates who have completed a thesis as it demonstrates their research skills, critical thinking abilities, and their dedication to their field of study.
• Publication : A thesis can serve as a basis for future publications in academic journals, books, or conference proceedings. It provides the researcher with an opportunity to present their research to a wider audience and contribute to the body of knowledge in their field.
• Personal Development: Writing a thesis is a challenging task that requires time, dedication, and perseverance. It provides the student with an opportunity to develop critical thinking, research, and writing skills that are essential for their personal and professional development.
• Impact on Society: The findings of a thesis can have an impact on society by addressing important issues, providing insights into complex problems, and contributing to the development of policies and practices.

Purpose of Thesis

The purpose of a thesis is to present original research findings in a clear and organized manner. It is a formal document that demonstrates a student’s ability to conduct independent research and contribute to the knowledge in their field of study. The primary purposes of a thesis are:

• To Contribute to Knowledge: The main purpose of a thesis is to contribute to the knowledge in a particular field of study. By conducting original research and presenting their findings, the student adds new insights and perspectives to the existing body of knowledge.
• To Demonstrate Research Skills: A thesis is an opportunity for the student to demonstrate their research skills. This includes the ability to formulate a research question, design a research methodology, collect and analyze data, and draw conclusions based on their findings.
• To Develop Critical Thinking: Writing a thesis requires critical thinking and analysis. The student must evaluate existing literature and identify gaps in the field, as well as develop and defend their own ideas.
• To Provide Evidence of Competence : A thesis provides evidence of the student’s competence in their field of study. It demonstrates their ability to apply theoretical concepts to real-world problems, and their ability to communicate their ideas effectively.
• To Facilitate Career Advancement : Completing a thesis can help the student advance their career by demonstrating their research skills and dedication to their field of study. It can also provide a basis for future publications, presentations, or research projects.

When to Write Thesis

The timing for writing a thesis depends on the specific requirements of the academic program or institution. In most cases, the opportunity to write a thesis is typically offered at the graduate level, but there may be exceptions.

Generally, students should plan to write their thesis during the final year of their graduate program. This allows sufficient time for conducting research, analyzing data, and writing the thesis. It is important to start planning the thesis early and to identify a research topic and research advisor as soon as possible.

In some cases, students may be able to write a thesis as part of an undergraduate program or as an independent research project outside of an academic program. In such cases, it is important to consult with faculty advisors or mentors to ensure that the research is appropriately designed and executed.

It is important to note that the process of writing a thesis can be time-consuming and requires a significant amount of effort and dedication. It is important to plan accordingly and to allocate sufficient time for conducting research, analyzing data, and writing the thesis.

Characteristics of Thesis

The characteristics of a thesis vary depending on the specific academic program or institution. However, some general characteristics of a thesis include:

• Originality : A thesis should present original research findings or insights. It should demonstrate the student’s ability to conduct independent research and contribute to the knowledge in their field of study.
• Clarity : A thesis should be clear and concise. It should present the research question, methodology, findings, and conclusions in a logical and organized manner. It should also be well-written, with proper grammar, spelling, and punctuation.
• Research-Based: A thesis should be based on rigorous research, which involves collecting and analyzing data from various sources. The research should be well-designed, with appropriate research methods and techniques.
• Evidence-Based : A thesis should be based on evidence, which means that all claims made in the thesis should be supported by data or literature. The evidence should be properly cited using appropriate citation styles.
• Critical Thinking: A thesis should demonstrate the student’s ability to critically analyze and evaluate information. It should present the student’s own ideas and arguments, and engage with existing literature in the field.
• Academic Style : A thesis should adhere to the conventions of academic writing. It should be well-structured, with clear headings and subheadings, and should use appropriate academic language.

Advantages of Thesis

There are several advantages to writing a thesis, including:

• Development of Research Skills: Writing a thesis requires extensive research and analytical skills. It helps to develop the student’s research skills, including the ability to formulate research questions, design and execute research methodologies, collect and analyze data, and draw conclusions based on their findings.
• Contribution to Knowledge: Writing a thesis provides an opportunity for the student to contribute to the knowledge in their field of study. By conducting original research, they can add new insights and perspectives to the existing body of knowledge.
• Preparation for Future Research: Completing a thesis prepares the student for future research projects. It provides them with the necessary skills to design and execute research methodologies, analyze data, and draw conclusions based on their findings.
• Career Advancement: Writing a thesis can help to advance the student’s career. It demonstrates their research skills and dedication to their field of study, and provides a basis for future publications, presentations, or research projects.
• Personal Growth: Completing a thesis can be a challenging and rewarding experience. It requires dedication, hard work, and perseverance. It can help the student to develop self-confidence, independence, and a sense of accomplishment.

Limitations of Thesis

There are also some limitations to writing a thesis, including:

• Time and Resources: Writing a thesis requires a significant amount of time and resources. It can be a time-consuming and expensive process, as it may involve conducting original research, analyzing data, and producing a lengthy document.
• Narrow Focus: A thesis is typically focused on a specific research question or topic, which may limit the student’s exposure to other areas within their field of study.
• Limited Audience: A thesis is usually only read by a small number of people, such as the student’s thesis advisor and committee members. This limits the potential impact of the research findings.
• Lack of Real-World Application : Some thesis topics may be highly theoretical or academic in nature, which may limit their practical application in the real world.
• Pressure and Stress : Writing a thesis can be a stressful and pressure-filled experience, as it may involve meeting strict deadlines, conducting original research, and producing a high-quality document.
• Potential for Isolation: Writing a thesis can be a solitary experience, as the student may spend a significant amount of time working independently on their research and writing.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Frequently asked questions

What tense should i write the methods section in.

You should report methods using the past tense , even if you haven’t completed your study at the time of writing. That’s because the methods section is intended to describe completed actions or research.

Frequently asked questions: APA Style

APA footnotes use superscript numbers and should appear in numerical order. You can place footnotes at the bottom of the relevant pages, or on a separate footnotes page at the end:

• For footnotes at the bottom of the page, you can use your word processor to automatically insert footnotes .
• For footnotes at the end of the text in APA, place them on a separate page entitled “Footnotes,” after the r eference page . Indent the first line of each footnote, and double-space them.

For both approaches, place a space between the superscript number and the footnote text.

APA Style requires you to use APA in-text citations , not footnotes, to cite sources .

However, you can use APA footnotes sparingly for two purposes:

• Giving additional information
• Providing copyright attribution

Yes, APA language guidelines state that you should always use the serial comma (aka Oxford comma ) in your writing.

This means including a comma before the word “and” at the end of a list of three or more items: “spelling, grammar, and punctuation.” Doing this consistently tends to make your lists less ambiguous.

Yes, it’s perfectly valid to write sentences in the passive voice . The APA language guidelines do caution against overusing the passive voice, because it can obscure your meaning or be needlessly long-winded. For this reason, default to the active voice in most cases.

The passive voice is most useful when the point of the sentence is just to state what was done, not to emphasize who did it. For example, “The projector was mounted on the wall” is better than “James and I mounted the projector on the wall” if it’s not particularly important who mounted the projector.

Yes, APA language guidelines encourage you to use the first-person pronouns “I” or “we” when referring to yourself or a group including yourself in your writing.

In APA Style, you should not refer to yourself in the third person. For example, do not refer to yourself as “the researcher” or “the author” but simply as “I” or “me.” Referring to yourself in the third person is still common practice in some academic fields, but APA Style rejects this convention.

If you cite several sources by the same author or group of authors, you’ll distinguish between them in your APA in-text citations using the year of publication.

If you cite multiple sources by the same author(s) at the same point , you can just write the author name(s) once and separate the different years with commas, e.g., (Smith, 2020, 2021).

To distinguish between sources with the same author(s) and  the same publication year, add a different lowercase letter after the year for each source, e.g., (Smith, 2020, 2021a, 2021b). Add the same letters to the corresponding reference entries .

According to the APA guidelines, you should report enough detail on inferential statistics so that your readers understand your analyses.

Report the following for each hypothesis test:

• the test statistic value
• the degrees of freedom
• the exact p value (unless it is less than 0.001)
• the magnitude and direction of the effect

You should also present confidence intervals and estimates of effect sizes where relevant.

The number of decimal places to report depends on what you’re reporting. Generally, you should aim to round numbers while retaining precision. It’s best to present fewer decimal digits to aid easy understanding.

Use one decimal place for:

• Standard deviations
• Descriptive statistics based on discrete data

Use two decimal places for:

• Correlation coefficients
• Proportions
• Inferential test statistics such as t values, F values, and chi-squares.

No, including a URL is optional in APA Style reference entries for legal sources (e.g. court cases , laws ). It can be useful to do so to aid the reader in retrieving the source, but it’s not required, since the other information included should be enough to locate it.

Generally, you should identify a law in an APA reference entry by its location in the United States Code (U.S.C.).

But if the law is either spread across various sections of the code or not featured in the code at all, include the public law number in addition to information on the source you accessed the law in, e.g.:

In your APA methods section , you should report detailed information on the participants, materials, and procedures used.

• Describe all relevant participant or subject characteristics, the sampling procedures used and the sample size and power .
• Define all primary and secondary measures and discuss the quality of measurements.
• Specify the data collection methods, the research design and data analysis strategy, including any steps taken to transform the data and statistical analyses.

With APA legal citations, it’s recommended to cite all the reporters (publications reporting cases) in which a court case appears. To cite multiple reporters, just separate them with commas in your reference entry . This is called parallel citation .

Don’t repeat the name of the case, court, or year; just list the volume, reporter, and page number for each citation. For example:

In APA Style , when you’re citing a recent court case that has not yet been reported in print and thus doesn’t have a specific page number, include a series of three underscores (___) where the page number would usually appear:

In APA style, statistics can be presented in the main text or as tables or figures . To decide how to present numbers, you can follow APA guidelines:

• To present three or fewer numbers, try a sentence,
• To present between 4 and 20 numbers, try a table,
• To present more than 20 numbers, try a figure.

Since these are general guidelines, use your own judgment and feedback from others for effective presentation of numbers.

In an APA results section , you should generally report the following:

• Participant flow and recruitment period.
• Missing data and any adverse events.
• Descriptive statistics about your samples.
• Inferential statistics , including confidence intervals and effect sizes.
• Results of any subgroup or exploratory analyses, if applicable.

When citing a podcast episode in APA Style , the podcast’s host is listed as author , accompanied by a label identifying their role, e.g. Glass, I. (Host).

When citing a whole podcast series, if different episodes have different hosts, list the executive producer(s) instead. Again, include a label identifying their role, e.g. Lechtenberg, S. (Producer).

Like most style guides , APA recommends listing the book of the Bible you’re citing in your APA in-text citation , in combination with chapter and verse numbers. For example:

Books of the Bible may be abbreviated to save space; a list of standard abbreviations can be found here . Page numbers are not used in Bible citations.

Yes, in the 7th edition of APA Style , versions of the Bible are treated much like other books ; you should include the edition you used in your reference list .

Previously, in the 6th edition of the APA manual, it was recommended to just use APA 6 in-text citations to refer to the Bible, and omit it from the reference list.

To make it easy for the reader to find the YouTube video , list the person or organization who uploaded the video as the author in your reference entry and APA in-text citation .

If this isn’t the same person responsible for the content of the video, you might want to make this clear in the text. For example:

When you need to highlight a specific moment in a video or audio source, use a timestamp in your APA in-text citation . Just include the timestamp from the start of the part you’re citing. For example:

To include a direct quote in APA , follow these rules:

• Quotes under 40 words are placed in double quotation marks .
• Quotes of 40 words or more are formatted as block quote .
• The author, year, and page number are included in an APA in-text citation .

APA doesn’t require you to include a list of tables or a list of figures . However, it is advisable to do so if your text is long enough to feature a table of contents and it includes a lot of tables and/or figures .

A list of tables and list of figures appear (in that order) after your table of contents, and are presented in a similar way.

Copyright information can usually be found wherever the table or figure was published. For example, for a diagram in a journal article , look on the journal’s website or the database where you found the article. Images found on sites like Flickr are listed with clear copyright information.

If you find that permission is required to reproduce the material, be sure to contact the author or publisher and ask for it.

If you adapt or reproduce a table or figure from another source, you should include that source in your APA reference list . You should also include copyright information in the note for the table or figure, and include an APA in-text citation when you refer to it.

Tables and figures you created yourself, based on your own data, are not included in the reference list.

An APA in-text citation is placed before the final punctuation mark in a sentence.

• The company invested over 40,000 hours in optimizing its algorithm (Davis, 2011) .
• A recent poll suggests that EU membership “would be backed by 55 percent of Danish voters” in a referendum (Levring, 2018) .

In an APA in-text citation , you use the phrase “ as cited in ” if you want to cite a source indirectly (i.e., if you cannot find the original source).

Parenthetical citation: (Brown, 1829, as cited in Mahone, 2018) Narrative citation: Brown (1829, as cited in Mahone, 2018) states that…

On the reference page , you only include the secondary source (Mahone, 2018).

Popular word processors like Microsoft Word and Google Docs can order lists in alphabetical order, but they don’t follow the APA Style alphabetization guidelines .

If you use Scribbr’s APA Citation Generator to create citations, references are ordered automatically based on the APA guidelines, taking into account all the exceptions.

Order numerals as though they were spelled out:

• “20 tips to relax” is ordered on the “T” of “Twenty”.
• “100 cities you should visit” is ordered on the “O” of “One hundred”.

Read more about alphabetizing the APA reference page .

If the author of a work is unknown, order the reference by its title. Disregard the words “A”, “An”, and “The” at the beginning of the title.

• The privacy concerns around social media
• Teens, social media, and privacy

Yes, if relevant you can and should include APA in-text citations in your appendices . Use author-date citations as you do in the main text.

Any sources cited in your appendices should appear in your reference list . Do not create a separate reference list for your appendices.

When you include more than one appendix in an APA Style paper , they should be labeled “Appendix A,” “Appendix B,” and so on.

When you only include a single appendix, it is simply called “Appendix” and referred to as such in the main text.

Appendices in an APA Style paper appear right at the end, after the reference list and after your tables and figures if you’ve also included these at the end.

An appendix contains information that supplements the reader’s understanding of your research but is not essential to it. For example:

• Interview transcripts
• Questionnaires
• Detailed descriptions of equipment

Something is only worth including as an appendix if you refer to information from it at some point in the text (e.g. quoting from an interview transcript). If you don’t, it should probably be removed.

If you adapt or reproduce a table or figure from another source, you should include that source in your APA reference list . You should also acknowledge the original source in the note or caption for the table or figure.

APA doesn’t require you to include a list of tables or a list of figures . However, it is advisable to do so if your text is long enough to feature a table of contents and it includes a lot of tables and/or figures.

A list of tables and list of figures appear (in that order) after your table of contents , and are presented in a similar way.

In an APA Style paper , use a table or figure when it’s a clearer way to present important data than describing it in your main text. This is often the case when you need to communicate a large amount of information.

Before including a table or figure in your text, always reflect on whether it’s useful to your readers’ understanding:

• Could this information be quickly summarized in the text instead?
• Is it important to your arguments?
• Does the table or figure require too much explanation to be efficient?

If the data you need to present only contains a few relevant numbers, try summarizing it in the text (potentially including full data in an appendix ). If describing the data makes your text overly long and difficult to read, a table or figure may be the best option.

In an APA Style paper , the abstract is placed on a separate page after the title page (page 2).

An APA abstract is around 150–250 words long. However, always check your target journal’s guidelines and don’t exceed the specified word count.

In APA Style , all sources that are not retrievable for the reader are cited as personal communications . In other words, if your source is private or inaccessible to the audience of your paper , it’s a personal communication.

Common examples include conversations, emails, messages, letters, and unrecorded interviews or performances.

Interviews you conducted yourself are not included in your reference list , but instead cited in the text as personal communications .

Published or recorded interviews are included in the reference list. Cite them in the usual format of the source type (for example, a newspaper article , website or YouTube video ).

To cite a public post from social media , use the first 20 words of the post as a title, include the date it was posted and a URL, and mention the author’s username if they have one:

Dorsey, J. [@jack]. (2018, March 1). We’re committing Twitter to help increase the collective health, openness, and civility of public conversation, and to hold ourselves publicly [Tweet]. Twitter. https://twitter.com/jack/status/969234275420655616

To cite content from social media that is not publicly accessible (e.g. direct messages, posts from private groups or user profiles), cite it as a personal communication in the text, but do not include it in the reference list :

When contacted online, the minister stated that the project was proceeding “according to plan” (R. James, Twitter direct message, March 25, 2017).

When you quote or paraphrase a specific passage from a source, you need to indicate the location of the passage in your APA in-text citation . If there are no page numbers (e.g. when citing a website ) but the text is long, you can instead use section headings, paragraph numbers, or a combination of the two:

(Caulfield, 2019, Linking section, para. 1).

Section headings can be shortened if necessary. Kindle location numbers should not be used in ebook citations , as they are unreliable.

If you are referring to the source as a whole, it’s not necessary to include a page number or other marker.

When no individual author name is listed, but the source can clearly be attributed to a specific organization—e.g., a press release by a charity, a report by an agency, or a page from a company’s website—use the organization’s name as the author in the reference entry and APA in-text citations .

When no author at all can be determined—e.g. a collaboratively edited wiki or an online article published anonymously—use the title in place of the author. In the in-text citation, put the title in quotation marks if it appears in plain text in the reference list, and in italics if it appears in italics in the reference list. Shorten it if necessary.

APA Style usually does not require an access date. You never need to include one when citing journal articles , e-books , or other stable online sources.

However, if you are citing a website or online article that’s designed to change over time, it’s a good idea to include an access date. In this case, write it in the following format at the end of the reference: Retrieved October 19, 2020, from https://www.uva.nl/en/about-the-uva/about-the-university/about-the-university.html

The 7th edition APA Manual , published in October 2019, is the most current edition. However, the 6th edition, published in 2009, is still used by many universities and journals.

The APA Manual 7th edition can be purchased at Amazon as a hardcover, paperback or spiral-bound version. You can also buy an ebook version at RedShelf .

The American Psychological Association anticipates that most people will start using the 7th edition in the spring of 2020 or thereafter.

It’s best to ask your supervisor or check the website of the journal you want to publish in to see which APA guidelines you should follow.

If you’re citing from an edition other than the first (e.g. a 2nd edition or revised edition), the edition appears in the reference, abbreviated in parentheses after the book’s title (e.g. 2nd ed. or Rev. ed.).

In the 7th edition of the APA manual, no location information is required for publishers. The 6th edition previously required you to include the city and state where the publisher was located, but this is no longer the case.

In an APA reference list , journal article citations include only the year of publication, not the exact date, month, or season.

The inclusion of volume and issue numbers makes a more specific date unnecessary.

In an APA journal citation , if a DOI (digital object identifier) is available for an article, always include it.

If an article has no DOI, and you accessed it through a database or in print, just omit the DOI.

If an article has no DOI, and you accessed it through a website other than a database (for example, the journal’s own website), include a URL linking to the article.

You may include up to 20 authors in a reference list entry .

When an article has more than 20 authors, replace the names prior to the final listed author with an ellipsis, but do not omit the final author:

Davis, Y., Smith, J., Caulfield, F., Pullman, H., Carlisle, J., Donahue, S. D., James, F., O’Donnell, K., Singh, J., Johnson, L., Streefkerk, R., McCombes, S., Corrieri, L., Valck, X., Baldwin, F. M., Lorde, J., Wardell, K., Lao, W., Yang, P., . . . O’Brien, T. (2012).

Include the DOI at the very end of the APA reference entry . If you’re using the 6th edition APA guidelines, the DOI is preceded by the label “doi:”. In the 7th edition , the DOI is preceded by ‘https://doi.org/’.

• 6th edition: doi: 10.1177/0894439316660340
• 7th edition: https://doi.org/ 10.1177/0894439316660340

APA citation example (7th edition)

Hawi, N. S., & Samaha, M. (2016). The relations among social media addiction, self-esteem, and life satisfaction in university students. Social Science Computer Review , 35 (5), 576–586. https://doi.org/10.1177/0894439316660340

When citing a webpage or online article , the APA in-text citation consists of the author’s last name and year of publication. For example: (Worland & Williams, 2015). Note that the author can also be an organization. For example: (American Psychological Association, 2019).

If you’re quoting you should also include a locator. Since web pages don’t have page numbers, you can use one of the following options:

• Paragraph number: (Smith, 2018, para. 15).
• Heading or section name: ( CDC, 2020, Flu Season section)
• Abbreviated heading:  ( CDC, 2020, “Key Facts” section)

Always include page numbers in the APA in-text citation when quoting a source . Don’t include page numbers when referring to a work as a whole – for example, an entire book or journal article.

If your source does not have page numbers, you can use an alternative locator such as a timestamp, chapter heading or paragraph number.

Instead of the author’s name, include the first few words of the work’s title in the in-text citation. Enclose the title in double quotation marks when citing an article, web page or book chapter. Italicize the title of periodicals, books, and reports.

No publication date

If the publication date is unknown , use “n.d.” (no date) instead. For example: (Johnson, n.d.).

The abbreviation “ et al. ” (meaning “and others”) is used to shorten APA in-text citations with three or more authors . Here’s how it works:

Only include the first author’s last name, followed by “et al.”, a comma and the year of publication, for example (Taylor et al., 2018).

APA Style papers should be written in a font that is legible and widely accessible. For example:

• Times New Roman (12pt.)
• Arial (11pt.)
• Calibri (11pt.)
• Georgia (11pt.)

The same font and font size is used throughout the document, including the running head , page numbers, headings , and the reference page . Text in footnotes and figure images may be smaller and use single line spacing.

The easiest way to set up APA format in Word is to download Scribbr’s free APA format template for student papers or professional papers.

Alternatively, you can watch Scribbr’s 5-minute step-by-step tutorial or check out our APA format guide with examples.

You need an APA in-text citation and reference entry . Each source type has its own format; for example, a webpage citation is different from a book citation .

Use Scribbr’s free APA Citation Generator to generate flawless citations in seconds or take a look at our APA citation examples .

APA format is widely used by professionals, researchers, and students in the social and behavioral sciences, including fields like education, psychology, and business.

Be sure to check the guidelines of your university or the journal you want to be published in to double-check which style you should be using.

Yes, page numbers are included on all pages, including the title page , table of contents , and reference page . Page numbers should be right-aligned in the page header.

To insert page numbers in Microsoft Word or Google Docs, click ‘Insert’ and then ‘Page number’.

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In this section

• Graduate Program-Specific Contacts
• Doctoral Dissertation Policies and Procedures
• Master’s Thesis Policies and Procedures
• Thesis and Dissertation Release and Embargo Options

Thesis and Dissertation Formatting Guidelines & Deep Blue Archiving

• Graduate Studies Forms
• Three Minute Thesis Competition
• Graduate Student Appreciation Week

The purpose of these Formatting Guidelines is to make all dissertations and theses legible, accessible, preservable, and uniform in presentation. The steps you take now to format your dissertation and thesis will improve the file for future readers.

See The Mardigian Library’s  Formatting Your Thesis or Dissertation with Microsoft Word  for video tutorials designed to help you get most of the formatting of your thesis correct the first time. It is recommended that you use the dissertation/thesis template available in this guide which has most of the guidelines already incorporated.

For questions about formatting beyond what is covered in these resources, please check with your dissertation or thesis advisor.

File Format

• Submit the dissertation or thesis as a PDF file

Structure/Accessibility

Techniques for creating accessible documents, including adding alternative text for images, can be found on this  website.

Set Document Title:  Set the document title (note: this is a document property, not the filename) as your dissertation or thesis title.

Set Document Language

Set the Language of Parts (Quotations, Sections) That Are Different from the Main Language (required if applicable)

Use Correct Headings:  Use appropriate heading levels for section and subsection titles. Use “Heading 1” for main section titles (e.g. a Chapter), “Heading 2” for subsection titles (e.g. a Chapter section), and so on.

Create Lists, Columns, and Other Structures by Using the Appropriate Structural Element.  Do not use space bar, tab, or enter to arrange text in apparent tables, lists, or columns.

Images, Figures, Tables, Media

• Include descriptive alt text for all images and figures to convey the meaning and context of a visual item in a digital setting (do not use images of tables.)
• Use at least 2-inch top margin on the Title Page.
• Use 2-inch top margin on the first page of every chapter and major section (Acknowledgements, List of Figures, Bibliography, etc.…)
• Use at least 1-inch margins (top, bottom, left, right) on all pages. 

Text, Fonts, Color, Spacing

• Use a legible font, size 12 point, black color for all body text. Recommended fonts include Times or Times New Roman (serif fonts) or Arial (sans-serif font). Images and text within images may be in color.
• Headings may be visually different than body text (bigger, bold) and no bigger than size 16 point.
• Font size for footnotes, endnotes, captions, tables, figures, and equations may be smaller than the body text and no less than 9 point.
• Text in the Front Matter that links to a location within the dissertation or thesis (from the Table of Contents, for example) should not be underlined or outlined as hyperlinks.
• Use embedded fonts to ensure all font information in your document is secured in your PDF.
• Use either 1.5-line or double-line spacing throughout for all body text. 
• Use single-line spacing for text in tables, lists, footnotes/endnotes, figure/table legends/captions, and bibliographic entries (with a blank line between each citation or entry). 

Numbering and Page Numbering

• Number chapters consecutively and name them as follows: Chapter [#] [Title of Chapter]. For example, Chapter 1 Introduction. 
• Include the chapter number and name as a heading on the first page of chapter and in the Table of Contents.
• Number all tables, figures, appendices, etc. consecutively and name them as follows: Table [#] [Caption/Title/Legend]. 
• Tables, Figures, etc. may be numbered simply using whole numbers throughout the document (Figure 1, Figure 2, Figure 3) or by combining the chapter number and table, figure, etc. number per chapter (Figure 2.1, Figure 2.2, Figure 3.1). Choose one system from an appropriate style guide and use it consistently.
• Include a List of Figures, List of Tables, etc. in the front matter if the dissertation or thesis includes more than one figure, table, illustration, appendix, etc. (required if applicable)
• List of Figures (or List of Tables, List of Illustrations, List of Appendices, etc.) includes the title of each, its caption/title/legend, and page number on which it begins.
• Include page numbers in the front matter, centered in the footer, using lowercase Roman numerals, beginning on page ii (the first page after the Identifier/Copyright page).
• Include page numbers in the dissertation text and following sections, centered in the footer, using Arabic numerals, beginning on page 1.

Components of the Dissertation and Thesis

Include the following components, in the following order. All required components must be included.

Use the page numbering conventions given below. Every section below starts on a new page with 2-inch top margin.

Title Page (required)

No page number. No page count.

• See the section below for details of component requirements.

Frontispiece (Illustration or Epigraph) (optional)

Identifier/Copyright Page (required)

• No page number. Start page count here.
• See section below for details of component requirements.

Dedication (optional)

• Page numbers required. Start lowercase Roman numerals (starting with ii) here.
• Acknowledgments (optional)

Page numbers required. Lowercase Roman numerals.

Preface (optional)

Table of Contents (required)

List of Tables, List of Figures, etc. (required if applicable)

• List of Tables required if there is more than one table, etc.

List of Illustrations/Photos (required if applicable)

List of Appendices (required if applicable)

List of Abbreviations, List of Acronyms, List of Symbols (optional)

Abstract (required)

Dissertation or Thesis Text (required)

• Page numbers required. Start Arabic numerals here.
• Appendices (optional)

Bibliography or Reference section(s). (required)

Page numbers required. Arabic numerals. Insert at the end of each chapter, or the end of the dissertation/thesis, in the format preferred by the discipline.

Title Page Components

Include the following components on the title page, in the following order. Begin each item on a new line.

• At least 2 inch top margin on Title Page. 
• Complete dissertation  or master’s thesis title, centered, and capitalized in title case. 
• Your author name should match your legal name or preferred name in Wolverine Access
• You may use initial(s) for middle name(s).
• The following text, including line breaks, centered and single line-spaced. 

A dissertation (thesis) submitted in partial fulfillment of the requirements for the degree of Name of Degree (Name of Program) in The University of Michigan-Dearborn YEAR

• The text, “Doctoral Committee  or Master’s Thesis Committee:” left justified. 
• List chair or co-chairs first (in alphabetical order by surname if more than one) with “Chair” or “Co-Chair” after their titles and names.
• List other committee members in alphabetical order, by last name.
• Professor rank (e.g., Professor, Associate Professor, Assistant Professor, Emeritus Professor) or title (e.g., Dr.)
• Complete full name
• Affiliation, if not affiliated with University of Michigan (e.g., name of university, college, corporation, or organization)

Identifier/Copyright Page Components

Include the following components on the identifier/copyright page, in the following order. Begin each item on a new line, centered.

• Your full legal name (Required)
• Your @umich.edu email address (Required)
• Your ORCID iD (required only for PhD candidates)

ORCID iD is a unique digital identifier that you control and that distinguishes you from other researchers.

• ORCID iD profile URL (Recommended)
• Copyright notice. (Recommended)

Copyright notice notifies readers that you hold the copyright to this work and when it was established.

Use the following format: © Full Name YEAR

Final Formatting Checks

Before submission, double-check the following:

• All numbered series (pages, chapters, tables, figures, etc.) are consistently formatted and consecutive throughout the document.
• All entries in the table of contents and lists match contents as titled/ordered in the dissertation text.
• References/Bibliography entries are complete and match the formatting preference of your discipline.

Thesis or Dissertation Embargo

The thesis or dissertation is submitted as public evidence of your scholarly research and accomplishment. A thesis or dissertation and abstract is normally made publicly available upon degree conferral when it is deposited electronically in Deep Blue. If a student wishes to postpone public release of the final product, also called an embargo, the student should discuss this option with his or her faculty advisor. It has always been the university's expectation that every dissertation and abstract will be released upon conferral of the degree. Only in specific circumstances may release of a thesis or dissertation be deferred, and then only for a limited period of time. The student is responsible for requesting an embargo.

Embargo forms can be found at:  "Thesis and Dissertation Release and Embargo Options”

Deep Blue Archiving 

Required for doctoral dissertations and highly recommended for Master’s Thesis. The final pdf document of your dissertation or thesis must be submitted electronically to the Mardigian Library. This digital PDF will be the copy of record and will be archived in  Deep Blue . Deep Blue is a digital repository that is part of the University of Michigan Library. 

To submit your document, you need to provide:

• Your ORCID iD  
• Keywords that describe the subject, concepts, theories, and methods used in your document, to help others find and retrieve your document
• A copy of your thesis or dissertation in PDF format
• Optional – up to two supplementary files (no larger than 50 MB each), such as an audio file, spreadsheet, or a software program

To maintain the usability and appearance of your document, please review the  Best Practices for Producing High Quality PDF Files , available on Deep Blue.

If you have supplemental materials (such as data) that should also be made publicly available and associated with your dissertation or thesis, consider reaching out to  [email protected]  for help determining whether these should be deposited into one of the Deep Blue repositories.

Once your document is submitted to Deep Blue by the library, you will receive an email containing the DOI and a URL to access the document. It will also be added to the Mardigian Library catalog and made available on Google Scholar. If no embargo is requested, it may take three to four weeks for your document to become available.

Submit Final Thesis/Dissertation to Deep Blue

More support.

• Library Guide to  Formatting Your Thesis or Dissertation with Microsoft Word  and Video Tutorials.
• UM IT accessibility guide for  creating accessible documents .
• Guide for  embedding all fonts in PDFs generated with LaTeX or PDFLaTeX .

Contact your  subject librarian  for assistance on a wide range of topics including literature searching, citation management, and much more.

Download the Formatting Checklist

Office of graduate studies.