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What is Field Research: Definition, Methods, Examples and Advantages

What is Field Research?

Field research is defined as a qualitative method of data collection that aims to observe, interact and understand people while they are in a natural environment. For example, nature conservationists observe behavior of animals in their natural surroundings and the way they react to certain scenarios. In the same way, social scientists conducting field research may conduct interviews or observe people from a distance to understand how they behave in a social environment and how they react to situations around them.

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Field research encompasses a diverse range of social research methods including direct observation, limited participation, analysis of documents and other information, informal interviews, surveys etc. Although field research is generally characterized as qualitative research, it often involves multiple aspects of quantitative research in it.

Field research typically begins in a specific setting although the end objective of the study is to observe and analyze the specific behavior of a subject in that setting. The cause and effect of a certain behavior, though, is tough to analyze due to presence of multiple variables in a natural environment. Most of the data collection is based not entirely on cause and effect but mostly on correlation. While field research looks for correlation, the small sample size makes it difficult to establish a causal relationship between two or more variables.

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Methods of Field Research

Field research is typically conducted in 5 distinctive methods. They are:

• Direct Observation

In this method, the data is collected via an observational method or subjects in a natural environment. In this method, the behavior or outcome of situation is not interfered in any way by the researcher. The advantage of direct observation is that it offers contextual data on people management , situations, interactions and the surroundings. This method of field research is widely used in a public setting or environment but not in a private environment as it raises an ethical dilemma.

• Participant Observation

In this method of field research, the researcher is deeply involved in the research process, not just purely as an observer, but also as a participant. This method too is conducted in a natural environment but the only difference is the researcher gets involved in the discussions and can mould the direction of the discussions. In this method, researchers live in a comfortable environment with the participants of the research design , to make them comfortable and open up to in-depth discussions.

• Ethnography

Ethnography is an expanded observation of social research and social perspective and the cultural values of an  entire social setting. In ethnography, entire communities are observed objectively. For example,  if a researcher would like to understand how an Amazon tribe lives their life and operates, he/she may chose to observe them or live amongst them and silently observe their day-to-day behavior.

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• Qualitative Interviews

Qualitative interviews are close-ended questions that are asked directly to the research subjects. The qualitative interviews could be either informal and conversational, semi-structured, standardized and open-ended or a mix of all the above three. This provides a wealth of data to the researcher that they can sort through. This also helps collect relational data. This method of field research can use a mix of one-on-one interviews, focus groups and text analysis .

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A case study research is an in-depth analysis of a person, situation or event. This method may look difficult to operate, however, it is one of the simplest ways of conducting research as it involves a deep dive and thorough understanding the data collection methods and inferring the data.

Steps in Conducting Field Research

Due to the nature of field research, the magnitude of timelines and costs involved, field research can be very tough to plan, implement and measure. Some basic steps in the management of field research are:

• Build the Right Team: To be able to conduct field research, having the right team is important. The role of the researcher and any ancillary team members is very important and defining the tasks they have to carry out with defined relevant milestones is important. It is important that the upper management too is vested in the field research for its success.
• Recruiting People for the Study: The success of the field research depends on the people that the study is being conducted on. Using sampling methods , it is important to derive the people that will be a part of the study.
• Data Collection Methodology: As spoken in length about above, data collection methods for field research are varied. They could be a mix of surveys, interviews, case studies and observation. All these methods have to be chalked out and the milestones for each method too have to be chalked out at the outset. For example, in the case of a survey, the survey design is important that it is created and tested even before the research begins.
• Site Visit: A site visit is important to the success of the field research and it is always conducted outside of traditional locations and in the actual natural environment of the respondent/s. Hence, planning a site visit alongwith the methods of data collection is important.
• Data Analysis: Analysis of the data that is collected is important to validate the premise of the field research and  decide the outcome of the field research.
• Communicating Results: Once the data is analyzed, it is important to communicate the results to the stakeholders of the research so that it could be actioned upon.

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Field Research Notes

Keeping an ethnographic record is very important in conducting field research. Field notes make up one of the most important aspects of the ethnographic record. The process of field notes begins as the researcher is involved in the observational research process that is to be written down later.

Types of Field Research Notes

The four different kinds of field notes are:

• Job Notes: This method of taking notes is while the researcher is in the study. This could be in close proximity and in open sight with the subject in study. The notes here are short, concise and in condensed form that can be built on by the researcher later. Most researchers do not prefer this method though due to the fear of feeling that the respondent may not take them seriously.
• Field Notes Proper: These notes are to be expanded on immediately after the completion of events. The notes have to be detailed and the words have to be as close to possible as the subject being studied.
• Methodological Notes: These notes contain methods on the research methods used by the researcher, any new proposed research methods and the way to monitor their progress. Methodological notes can be kept with field notes or filed separately but they find their way to the end report of a study.
• Journals and Diaries: This method of field notes is an insight into the life of the researcher. This tracks all aspects of the researchers life and helps eliminate the Halo effect or any research bias that may have cropped up during the field research.

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Reasons to Conduct Field Research

Field research has been commonly used in the 20th century in the social sciences. But in general, it takes a lot of time to conduct and complete, is expensive and in a lot of cases invasive. So why then is this commonly used and is preferred by researchers to validate data? We look at 4 major reasons:

• Overcoming lack of data: Field research resolves the major issue of gaps in data. Very often, there is limited to no data about a topic in study, especially in a specific environment analysis . The research problem might be known or suspected but there is no way to validate this without primary research and data. Conducting field research helps not only plug-in gaps in data but collect supporting material and hence is a preferred research method of researchers.
• Understanding context of the study: In many cases, the data collected is adequate but field research is still conducted. This helps gain insight into the existing data. For example, if the data states that horses from a stable farm generally win races because the horses are pedigreed and the stable owner hires the best jockeys. But conducting field research can throw light into other factors that influence the success like quality of fodder and care provided and conducive weather conditions.
• Increasing the quality of data: Since this research method uses more than one tool to collect data, the data is of higher quality. Inferences can be made from the data collected and can be statistically analyzed via the triangulation of data.
• Collecting ancillary data: Field research puts the researchers in a position of localized thinking which opens them new lines of thinking. This can help collect data that the study didn’t account to collect.

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Examples of Field Research

Some examples of field research are:

• Decipher social metrics in a slum Purely by using observational methods and in-depth interviews, researchers can be part of a community to understand the social metrics and social hierarchy of a slum. This study can also understand the financial independence and day-to-day operational nuances of a slum. The analysis of this data can provide an insight into how different a slum is from structured societies.
• U nderstand the impact of sports on a child’s development This method of field research takes multiple years to conduct and the sample size can be very large. The data analysis of this research provides insights into how the kids of different geographical locations and backgrounds respond to sports and the impact of sports on their all round development.
• Study animal migration patterns Field research is used extensively to study flora and fauna. A major use case is scientists monitoring and studying animal migration patterns with the change of seasons. Field research helps collect data across years and that helps draw conclusions about how to safely expedite the safe passage of animals.

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Advantages of Field Research

The advantages of field research are:

• It is conducted in a real-world and natural environment where there is no tampering of variables and the environment is not doctored.
• Due to the study being conducted in a comfortable environment, data can be collected even about ancillary topics.
• The researcher gains a deep understanding into the research subjects due to the proximity to them and hence the research is extensive, thorough and accurate.

Disadvantages of Field Research

The disadvantages of field research are:

• The studies are expensive and time-consuming and can take years to complete.
• It is very difficult for the researcher to distance themselves from a bias in the research study.
• The notes have to be exactly what the researcher says but the nomenclature is very tough to follow.
• It is an interpretive method and this is subjective and entirely dependent on the ability of the researcher.
• In this method, it is impossible to control external variables and this constantly alters the nature of the research.

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Article Contents

Introduction, what is fieldwork, purpose of fieldwork, physical safety, mental wellbeing and affect, ethical considerations, remote fieldwork, concluding thoughts, acknowledgments, funder information.

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Field Research: A Graduate Student's Guide

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Ezgi Irgil, Anne-Kathrin Kreft, Myunghee Lee, Charmaine N Willis, Kelebogile Zvobgo, Field Research: A Graduate Student's Guide, International Studies Review , Volume 23, Issue 4, December 2021, Pages 1495–1517, https://doi.org/10.1093/isr/viab023

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What is field research? Is it just for qualitative scholars? Must it be done in a foreign country? How much time in the field is “enough”? A lack of disciplinary consensus on what constitutes “field research” or “fieldwork” has left graduate students in political science underinformed and thus underequipped to leverage site-intensive research to address issues of interest and urgency across the subfields. Uneven training in Ph.D. programs has also left early-career researchers underprepared for the logistics of fieldwork, from developing networks and effective sampling strategies to building respondents’ trust, and related issues of funding, physical safety, mental health, research ethics, and crisis response. Based on the experience of five junior scholars, this paper offers answers to questions that graduate students puzzle over, often without the benefit of others’ “lessons learned.” This practical guide engages theory and praxis, in support of an epistemologically and methodologically pluralistic discipline.

¿Qué es la investigación de campo? ¿Es solo para académicos cualitativos? ¿Debe realizarse en un país extranjero? ¿Cuánto tiempo en el terreno es “suficiente”? La falta de consenso disciplinario con respecto a qué constituye la “investigación de campo” o el “trabajo de campo” ha causado que los estudiantes de posgrado en ciencias políticas estén poco informados y, por lo tanto, capacitados de manera insuficiente para aprovechar la investigación exhaustiva en el sitio con el objetivo de abordar los asuntos urgentes y de interés en los subcampos. La capacitación desigual en los programas de doctorado también ha provocado que los investigadores en las primeras etapas de su carrera estén poco preparados para la logística del trabajo de campo, desde desarrollar redes y estrategias de muestreo efectivas hasta generar la confianza de las personas que facilitan la información, y las cuestiones relacionadas con la financiación, la seguridad física, la salud mental, la ética de la investigación y la respuesta a las situaciones de crisis. Con base en la experiencia de cinco académicos novatos, este artículo ofrece respuestas a las preguntas que desconciertan a los estudiantes de posgrado, a menudo, sin el beneficio de las “lecciones aprendidas” de otras personas. Esta guía práctica incluye teoría y praxis, en apoyo de una disciplina pluralista desde el punto de vista epistemológico y metodológico.

En quoi consiste la recherche de terain ? Est-elle uniquement réservée aux chercheurs qualitatifs ? Doit-elle être effectuée dans un pays étranger ? Combien de temps faut-il passer sur le terrain pour que ce soit « suffisant » ? Le manque de consensus disciplinaire sur ce qui constitue une « recherche de terrain » ou un « travail de terrain » a laissé les étudiants diplômés en sciences politiques sous-informés et donc sous-équipés pour tirer parti des recherches de terrain intensives afin d'aborder les questions d'intérêt et d'urgence dans les sous-domaines. L'inégalité de formation des programmes de doctorat a mené à une préparation insuffisante des chercheurs en début de carrière à la logistique du travail de terrain, qu'il s'agisse du développement de réseaux et de stratégies d’échantillonnage efficaces, de l'acquisition de la confiance des personnes interrogées ou des questions de financement, de sécurité physique, de santé mentale, d’éthique de recherche et de réponse aux crises qui y sont associées. Cet article s'appuie sur l'expérience de cinq jeunes chercheurs pour proposer des réponses aux questions que les étudiants diplômés se posent, souvent sans bénéficier des « enseignements tirés » par les autres. Ce guide pratique engage théorie et pratique en soutien à une discipline épistémologiquement et méthodologiquement pluraliste.

Days before embarking on her first field research trip, a Ph.D. student worries about whether she will be able to collect the qualitative data that she needs for her dissertation. Despite sending dozens of emails, she has received only a handful of responses to her interview requests. She wonders if she will be able to gain more traction in-country. Meanwhile, in the midst of drafting her thesis proposal, an M.A. student speculates about the feasibility of his project, given a modest budget. Thousands of miles away from home, a postdoc is concerned about their safety, as protests erupt outside their window and state security forces descend into the streets.

These anecdotes provide a small glimpse into the concerns of early-career researchers undertaking significant projects with a field research component. Many of these fieldwork-related concerns arise from an unfortunate shortage in curricular offerings for qualitative and mixed-method research in political science graduate programs ( Emmons and Moravcsik 2020 ), 1 as well as the scarcity of instructional materials for qualitative and mixed-method research, relative to those available for quantitative research ( Elman, Kapiszewski, and Kirilova 2015 ; Kapiszewski, MacLean, and Read 2015 ; Mosley 2013 ). A recent survey among the leading United States Political Science programs in Comparative Politics and International Relations found that among graduate students who have carried out international fieldwork, 62 percent had not received any formal fieldwork training and only 20 percent felt very or mostly prepared for their fieldwork ( Schwartz and Cronin-Furman 2020 , 7–8). This shortfall in training and instruction means that many young researchers are underprepared for the logistics of fieldwork, from developing networks and effective sampling strategies to building respondents’ trust. In addition, there is a notable lack of preparation around issues of funding, physical safety, mental health, research ethics, and crisis response. This is troubling, as field research is highly valued and, in some parts of the field, it is all but expected, for instance in comparative politics.

Beyond subfield-specific expectations, research that leverages multiple types of data and methods, including fieldwork, is one of the ways that scholars throughout the discipline can more fully answer questions of interest and urgency. Indeed, multimethod work, a critical means by which scholars can parse and evaluate causal pathways, is on the rise ( Weller and Barnes 2016 ). The growing appearance of multimethod research in leading journals and university presses makes adequate training and preparation all the more significant ( Seawright 2016 ; Nexon 2019 ).

We are five political scientists interested in providing graduate students and other early-career researchers helpful resources for field research that we lacked when we first began our work. Each of us has recently completed or will soon complete a Ph.D. at a United States or Swedish university, though we come from many different national backgrounds. We have conducted field research in our home countries and abroad. From Colombia and Guatemala to the United States, from Europe to Turkey, and throughout East and Southeast Asia, we have spanned the globe to investigate civil society activism and transitional justice in post-violence societies, conflict-related sexual violence, social movements, authoritarianism and contentious politics, and the everyday politics and interactions between refugees and host-country citizens.

While some of us have studied in departments that offer strong training in field research methods, most of us have had to self-teach, learning through trial and error. Some of us have also been fortunate to participate in short courses and workshops hosted by universities such as the Consortium for Qualitative Research Methods and interdisciplinary institutions such as the Peace Research Institute Oslo. Recognizing that these opportunities are not available to or feasible for all, and hoping to ease the concerns of our more junior colleagues, we decided to compile our experiences and recommendations for first-time field researchers.

Our experiences in the field differ in several key respects, from the time we spent in the field to the locations we visited, and how we conducted our research. The diversity of our experiences, we hope, will help us reach and assist the broadest possible swath of graduate students interested in field research. Some of us have spent as little as ten days in a given country or as much as several months, in some instances visiting a given field site location just once and in other instances returning several times. At times, we have been able to plan weeks and months in advance. Other times, we have quickly arranged focus groups and impromptu interviews. Other times still, we have completed interviews virtually, when research participants were in remote locations or when we ourselves were unable to travel, of note during the coronavirus pandemic. We have worked in countries where we are fluent or have professional proficiency in the language, and in countries where we have relied on interpreters. We have worked in settings with precarious security as well as in locations that feel as comfortable as home. Our guide is not intended to be prescriptive or exhaustive. What we offer is a set of experience-based suggestions to be implemented as deemed relevant and appropriate by the researcher and their advisor(s).

In terms of the types of research and data sources and collection, we have conducted archival research, interviews, focus groups, and ethnographies with diplomats, bureaucrats, military personnel, ex-combatants, civil society advocates, survivors of political violence, refugees, and ordinary citizens. We have grappled with ethical dilemmas, chief among them how to get useful data for our research projects in ways that exceed the minimal standards of human subjects’ research evaluation panels. Relatedly, we have contemplated how to use our platforms to give back to the individuals and communities who have so generously lent us their time and knowledge, and shared with us their personal and sometimes harrowing stories.

Our target audience is first and foremost graduate students and early-career researchers who are interested in possibly conducting fieldwork but who either (1) do not know the full potential or value of fieldwork, (2) know the potential and value of fieldwork but think that it is excessively cost-prohibitive or otherwise infeasible, or (3) who have the interest, the will, and the means but not necessarily the know-how. We also hope that this resource will be of value to graduate programs, as they endeavor to better support students interested in or already conducting field research. Further, we target instructional faculty and graduate advisors (and other institutional gatekeepers like journal and book reviewers), to show that fieldwork does not have to be year-long, to give just one example. Instead, the length of time spent in the field is a function of the aims and scope of a given project. We also seek to formalize and normalize the idea of remote field research, whether conducted because of security concerns in conflict zones, for instance, or because of health and safety concerns, like the Covid-19 pandemic. Accordingly, researchers in the field for shorter stints or who conduct fieldwork remotely should not be penalized.

We note that several excellent resources on fieldwork such as the bibliography compiled by Advancing Conflict Research (2020) catalogue an impressive list of articles addressing questions such as ethics, safety, mental health, reflexivity, and methods. Further resources can be found about the positionality of the researcher in the field while engaging vulnerable communities, such as in the research field of migration ( Jacobsen and Landau 2003 ; Carling, Bivand Erdal, and Ezzati 2014 ; Nowicka and Cieslik 2014 ; Zapata-Barrero and Yalaz 2019 ). However, little has been written beyond conflict-affected contexts, fragile settings, and vulnerable communities. Moreover, as we consulted different texts and resources, we found no comprehensive guide to fieldwork explicitly written with graduate students in mind. It is this gap that we aim to fill.

In this paper, we address five general categories of questions that graduate students puzzle over, often without the benefit of others’ “lessons learned.” First, What is field research? Is it just for qualitative scholars? Must it be conducted in a foreign country? How much time in the field is “enough”? Second, What is the purpose of fieldwork? When does it make sense to travel to a field site to collect data? How can fieldwork data be used? Third, What are the nuts and bolts? How does one get ready and how can one optimize limited time and financial resources? Fourth, How does one conduct fieldwork safely? What should a researcher do to keep themselves, research assistants, and research subjects safe? What measures should they take to protect their mental health? Fifth, How does one conduct ethical, beneficent field research?

Finally, the Covid-19 pandemic has impressed upon the discipline the volatility of research projects centered around in-person fieldwork. Lockdowns and closed borders left researchers sequestered at home and unable to travel, forced others to cut short any trips already begun, and unexpectedly confined others still to their fieldwork sites. Other factors that may necessitate a (spontaneous) readjustment of planned field research include natural disasters, a deteriorating security situation in the field site, researcher illness, and unexpected changes in personal circumstances. We, therefore, conclude with a section on the promise and potential pitfalls of remote (or virtual) fieldwork. Throughout this guide, we engage theory and praxis to support an epistemologically and methodologically pluralistic discipline.

The concept of “fieldwork” is not well defined in political science. While several symposia discuss the “nuts and bolts” of conducting research in the field within the pages of political science journals, few ever define it ( Ortbals and Rincker 2009 ; Hsueh, Jensenius, and Newsome 2014 ). Defining the concept of fieldwork is important because assumptions about what it is and what it is not underpin any suggestions for conducting it. A lack of disciplinary consensus about what constitutes “fieldwork,” we believe, explains the lack of a unified definition. Below, we discuss three areas of current disagreement about what “fieldwork” is, including the purpose of fieldwork, where it occurs, and how long it should be. We follow this by offering our definition of fieldwork.

First, we find that many in the discipline view fieldwork as squarely in the domain of qualitative research, whether interpretivist or positivist. However, field research can also serve quantitative projects—for example, by providing crucial context, supporting triangulation, or illustrating causal mechanisms. For instance, Kreft (2019) elaborated her theory of women's civil society mobilization in response to conflict-related sexual violence based on interviews she carried out in Colombia. She then examined cross-national patterns through statistical analysis. Conversely, Willis's research on the United States military in East Asia began with quantitative data collection and analysis of protest events before turning to fieldwork to understand why protests occurred in some instances but not others. Researchers can also find quantifiable data in the field that is otherwise unavailable to them at home ( Read 2006 ; Chambers-Ju 2014 ; Jensenius 2014 ). Accordingly, fieldwork is not in the domain of any particular epistemology or methodology as its purpose is to acquire data for further information.

Second, comparative politics and international relations scholars often opine that fieldwork requires leaving the country in which one's institution is based. Instead, we propose that what matters most is the nature of the research project, not the locale. For instance, some of us in the international relations subfield have interviewed representatives of intergovernmental organizations (IGOs) and international nongovernmental organizations (INGOs), whose headquarters are generally located in Global North countries. For someone pursuing a Ph.D. in the United States and writing on transnational advocacy networks, interviews with INGO representatives in New York certainly count as fieldwork ( Zvobgo 2020 ). Similarly, a graduate student who returns to her home country to interview refugees and native citizens is conducting a field study as much as a researcher for whom the context is wholly foreign. Such interviews can provide necessary insights and information that would not have been gained otherwise—one of the key reasons researchers conduct fieldwork in the first place. In other instances, conducting any in-person research is simply not possible, due to financial constraints, safety concerns, or other reasons. For example, the Covid-19 pandemic has forced many researchers to shift their face-to-face research plans to remote data collection, either over the phone or virtually ( Howlett 2021 , 2). For some research projects, gathering data through remote methods may yield the same if not similar information than in-person research ( Howlett 2021 , 3–4). As Howlett (2021 , 11) notes, digital platforms may offer researchers the ability to “embed ourselves in other contexts from a distance” and glimpse into our subjects’ lives in ways similar to in-person research. By adopting a broader definition of fieldwork, researchers can be more flexible in getting access to data sources and interacting with research subjects.

Third, there is a tendency, especially among comparativists, to only count fieldwork that spans the better part of a year; even “surgical strike” field research entails one to three months, according to some scholars ( Ortbals and Rincker 2009 ; Weiss, Hicken, and Kuhonta 2017 ). The emphasis on spending as much time as possible in the field is likely due to ethnographic research traditions, reflected in classics such as James Scott's Weapons of the Weak , which entail year-long stints of research. However, we suggest that the appropriate amount of time in the field should be assessed on a project-by-project basis. Some studies require the researcher to be in the field for long periods; others do not. For example, Willis's research on the discourse around the United States’ military presence in overseas host communities has required months in the field. By contrast, Kreft only needed ten days in New York to carry out interviews with diplomats and United Nations staff, in a context with which she already had some familiarity from a prior internship. Likewise, Zvobgo spent a couple of weeks in her field research sites, conducting interviews with directors and managers of prominent human rights nongovernmental organizations. This population is not so large as to require a whole month or even a few months. This has also been the case for Irgil, as she had spent one month in the field site conducting interviews with ordinary citizens. The goal of the project was to acquire information on citizens’ perceptions of refugees. As we discuss in the next section, when deciding how long to spend in the field, scholars must consider the information their project requires and consider the practicalities of fieldwork, notably cost.

Thus, we highlight three essential points in fieldwork and offer a definition accordingly: fieldwork involves acquiring information, using any set of appropriate data collection techniques, for qualitative, quantitative, or experimental analysis through embedded research whose location and duration is dependent on the project. We argue that adopting such a definition of “fieldwork” is necessary to include the multitude of forms fieldwork can take, including remote methods, whose value and challenges the Covid-19 pandemic has impressed upon the discipline.

When does a researcher need to conduct fieldwork? Fieldwork can be effective for (1) data collection, (2) theory building, and (3) theory testing. First, when a researcher is interested in a research topic, yet they could not find an available and/or reliable data source for the topic, fieldwork could provide the researcher with plenty of options. Some research agendas can require researchers to visit archives to review historical documents. For example, Greitens (2016) visited national archives in the Philippines, South Korea, Taiwan, and the United States to find historical documents about the development of coercive institutions in past authoritarian governments for her book, Dictators and Their Secret Police . Also, newly declassified archival documents can open new possibilities for researchers to examine restricted topics. To illustrate, thanks to the newly released archival records of the Chinese Communist Party's communications, and exchange of visits with the European communist world, Sarotte (2012) was able to study the Party's decision to crack down on Tiananmen protesters, which had previously been deemed as an unstudiable topic due to the limited data.

Other research agendas can require researchers to conduct (semistructured) in-depth interviews to understand human behavior or a situation more closely, for example, by revealing the meanings of concepts for people and showing how people perceive the world. For example, O'Brien and Li (2005) conducted in-depth interviews with activists, elites, and villagers to understand how these actors interact with each other and what are the outcomes of the interaction in contentious movements in rural China. Through research, they revealed that protests have deeply influenced all these actors’ minds, a fact not directly observable without in-depth interviews.

Finally, data collection through fieldwork should not be confined to qualitative data ( Jensenius 2014 ). While some quantitative datasets can be easily compiled or accessed through use of the internet or contact with data-collection agencies, other datasets can only be built or obtained through relationships with “gatekeepers” such as government officials, and thus require researchers to visit the field ( Jensenius 2014 ). Researchers can even collect their own quantitative datasets by launching surveys or quantifying data contained in archives. In a nutshell, fieldwork will allow researchers to use different techniques to collect and access original/primary data sources, whether these are qualitative, quantitative, or experimental in nature, and regardless of the intended method of analysis. 2

But fieldwork is not just for data collection as such. Researchers can accomplish two other fundamental elements of the research process: theory building and theory testing. When a researcher finds a case where existing theories about a phenomenon do not provide plausible explanations, they can build a theory through fieldwork ( Geddes 2003 ). Lee's experience provides a good example. When studying the rise of a protest movement in South Korea for her dissertation, Lee applied commonly discussed social movement theories, grievances, political opportunity, resource mobilization, and repression, to explain the movement's eruption and found that these theories do not offer a convincing explanation for the protest movement. She then moved on to fieldwork and conducted interviews with the movement participants to understand their motivations. Finally, through those interviews, she offered an alternative theory that the protest participants’ collective identity shaped during the authoritarian past played a unifying factor and eventually led them to participate in the movement. Her example shows that theorization can take place through careful review and rigorous inference during fieldwork.

Moreover, researchers can test their theory through fieldwork. Quantitative observational data has limitations in revealing causal mechanisms ( Esarey 2017 ). Therefore, many political scientists turn their attention to conducting field experiments or lab-in-the-field experiments to reveal causality ( Druckman et al. 2006 ; Beath, Christia, and Enikolopov 2013 ; Finseraas and Kotsadam 2017 ), or to leveraging in-depth insights or historical records gained through qualitative or archival research in process-tracing ( Collier 2011 ; Ricks and Liu 2018 ). Surveys and survey experiments may also be useful tools to substantiate a theoretical story or test a theory ( Marston 2020 ). Of course, for most Ph.D. students, especially those not affiliated with more extensive research projects, some of these options will be financially prohibitive.

A central concern for graduate students, especially those working with a small budget and limited time, is optimizing time in the field and integrating remote work. We offer three pieces of advice: have a plan, build in flexibility, and be strategic, focusing on collecting data that are unavailable at home. We also discuss working with local translators or research assistants. Before we turn to these more practical issues arising during fieldwork, we address a no less important issue: funding.

The challenge of securing funds is often overlooked in discussions of what constitutes field research. Months- or year-long in-person research can be cost-prohibitive, something academic gatekeepers must consider when evaluating “what counts” and “what is enough.” Unlike their predecessors, many graduate students today have a significant amount of debt and little savings. 3 Additionally, if researchers are not able to procure funding, they have to pay out of pocket and possibly take on more debt. Not only is in-person fieldwork costly, but researchers may also have to forego working while they are in the field, making long stretches in the field infeasible for some.

For researchers whose fieldwork involves travelling to another location, procuring funding via grants, fellowships, or other sources is a necessity, regardless of how long one plans to be in the field. A good mantra for applying for research funding is “apply early and often” ( Kelsky 2015 , 110). Funding applications take a considerable amount of time to prepare, from writing research statements to requesting letters of recommendation. Even adapting one's materials for different applications takes time. Not only is the application process itself time-consuming, but the time between applying for and receiving funds, if successful, can be quite long, from several months to a year. For example, after defending her prospectus in May 2019, Willis began applying to funding sources for her dissertation, all of which had deadlines between June and September. She received notifications between November and January; however, funds from her successful applications were not available until March and April, almost a year later. 4 Accordingly, we recommend applying for funding as early as possible; this not only increases one's chances of hitting the ground running in the field, but the application process can also help clarify the goals and parameters of one's research.

Graduate students should also apply often for funding opportunities. There are different types of funding for fieldwork: some are larger, more competitive grants such as the National Science Foundation Political Science Doctoral Dissertation Improvement Grant in the United States, others, including sources through one's own institution, are smaller. Some countries, like Sweden, boast a plethora of smaller funding agencies that disburse grants of 20,000–30,0000 Swedish Kronor (approx. 2,500–3,500 U.S. dollars) to Ph.D. students in the social sciences. Listings of potential funding sources are often found on various websites including those belonging to universities, professional organizations (such as the American Political Science Association or the European Consortium for Political Research), and governmental institutions dealing with foreign affairs. Once you have identified fellowships and grants for which you and your project are a good match, we highly recommend soliciting information and advice from colleagues who have successfully applied for them. This can include asking them to share their applications with you, and if possible, to have them, another colleague or set of colleagues read through your project description and research plan (especially for bigger awards) to ensure that you have made the best possible case for why you should be selected. While both large and small pots of funding are worth applying for, many researchers end up funding their fieldwork through several small grants or fellowships. One small award may not be sufficient to fund the entirety of one's fieldwork, but several may. For example, Willis's fieldwork in Japan and South Korea was supported through fellowships within each country. Similarly, Irgil was able to conduct her fieldwork abroad through two different and relatively smaller grants by applying to them each year.

Of course, situations vary in different countries with respect to what kinds of grants from what kinds of funders are available. An essential part of preparing for fieldwork is researching the funding landscape well in advance, even as early as the start of the Ph.D. We encourage first-time field researchers to be aware that universities and departments may themselves not be aware of the full range of possible funds available, so it is always a good idea to do your own research and watch research-related social media channels. The amount of funding needed thereby depends on the nature of one's project and how long one intends to be in the field. As we elaborate in the next section, scholars should think carefully about their project goals, the data required to meet those goals, and the requisite time to attain them. For some projects, even a couple of weeks in the field is sufficient to get the needed information.

Preparing to Enter “the field”

It is important to prepare for the field as much as possible. What kind of preparations do researchers need? For someone conducting interviews with NGO representatives, this might involve identifying the largest possible pool of potential respondents, securing their contact information, sending them study invitation letters, finding a mutually agreeable time to meet, and pulling together short biographies for each interviewee in order to use your time together most effectively. If you plan to travel to conduct interviews, you should reach out to potential respondents roughly four to six weeks prior to your arrival. For individuals who do not respond, you can follow up one to two weeks before you arrive and, if needed, once more when you are there. This is still no guarantee for success, of course. For Kreft, contacting potential interviewees in Colombia initially proved more challenging than anticipated, as many of the people she targeted did not respond to her emails. It turned out that many Colombians have a preference for communicating via phone or, in particular, WhatsApp. Some of those who responded to her emails sent in advance of her field trip asked her to simply be in touch once she was in the country, to set up appointments on short notice. This made planning and arranging her interview schedule more complicated. Therefore, a general piece of advice is to research your target population's preferred communication channels and mediums in the field site if email requests yield no or few responses.

In general, we note for the reader that contacting potential research participants should come after one has designed an interview questionnaire (plus an informed consent protocol) and sought and received, where applicable, approval from institutional review boards (IRBs) or other ethical review procedures in place (both at one's home institution/in the country of the home institution as well as in the country where one plans to conduct research if travelling abroad). The most obvious advantage of having the interview questionnaire in place and having secured all necessary institutional approvals before you start contacting potential interviewees is that you have a clearer idea of the universe of individuals you would like to interview, and for what purpose. Therefore, it is better to start sooner rather than later and be mindful of “high seasons,” when institutional and ethical review boards are receiving, processing, and making decisions on numerous proposals. It may take a few months for them to issue approvals.

On the subject of ethics and review panels, we encourage you to consider talking openly and honestly with your supervisors and/or funders about the situations where a written consent form may not be suitable and might need to be replaced with “verbal consent.” For instance, doing fieldwork in politically unstable contexts, highly scrutinized environments, or vulnerable communities, like refugees, might create obstacles for the interviewees as well as the researcher. The literature discusses the dilemma in offering the interviewees anonymity and requesting signed written consent in addition to the emphasis on total confidentiality ( Jacobsen and Landau 2003 ; Mackenzie, McDowell, and Pittaway 2007 ; Saunders, Kitzinger, and Kitzinger 2015 ). Therefore, in those situations, the researcher might need to take the initiative on how to act while doing the interviews as rigorously as possible. In her fieldwork, Irgil faced this situation as the political context of Turkey did not guarantee that there would not be any adverse consequences for interviewees on both sides of her story: citizens of Turkey and Syrian refugees. Consequently, she took hand-written notes and asked interviewees for their verbal consent in a safe interview atmosphere. This is something respondents greatly appreciated ( Irgil 2020 ).

Ethical considerations, of course, also affect the research design itself, with ramifications for fieldwork. When Kreft began developing her Ph.D. proposal to study women's political and civil society mobilization in response to conflict-related sexual violence, she initially aimed to recruit interviewees from the universe of victims of this violence, to examine variation among those who did and those who did not mobilize politically. As a result of deeper engagement with the literature on researching conflict-related sexual violence, conversations with senior colleagues who had interviewed victims, and critical self-reflection of her status as a researcher (with no background in psychology or social work), she decided to change focus and shift toward representatives of civil society organizations and victims’ associations. This constituted a major reconfiguration of her research design, from one geared toward identifying the factors that drive mobilization of victims toward using insights from interviews to understand better how those mobilize perceive and “make sense” of conflict-related sexual violence. Needless to say, this required alterations to research strategies and interview guides, including reassessing her planned fieldwork. Kreft's primary consideration was not to cause harm to her research participants, particularly in the form of re-traumatization. She opted to speak only with those women who on account of their work are used to speaking about conflict-related sexual violence. In no instance did she inquire about interviewees’ personal experiences with sexual violence, although several brought this up on their own during the interviews.

Finally, if you are conducting research in another country where you have less-than-professional fluency in the language, pre-fieldwork planning should include hiring a translator or research assistant, for example, through an online hiring platform like Upwork, or a local university. Your national embassy or consulate is another option; many diplomatic offices have lists of individuals who they have previously contracted. More generally, establishing contact with a local university can be beneficial, either in the form of a visiting researcher arrangement, which grants access to research groups and facilities like libraries or informally contacting individual researchers. The latter may have valuable insights into the local context, contacts to potential research participants, and they may even be able to recommend translators or research assistants. Kreft, for example, hired local research assistants recommended by researchers at a Bogotá-based university and remunerated them equivalent to the salary they would have received as graduate research assistants at the university, while also covering necessary travel expenses. Irgil, on the other hand, established contacts with native citizens and Syrian gatekeepers, who are shop owners in the area where she conducted her research because she had the opportunity to visit the fieldwork site multiple times.

Depending on the research agenda, researchers may visit national archives, local government offices, etc. Before visiting, researchers should contact these facilities and make sure the materials that they need are accessible. For example, Lee visited the Ronald Reagan Presidential Library Archives to find the United States’ strategic evaluations on South Korea's dictator in the 1980s. Before her visit, she contacted librarians in the archives, telling them her visit plans and her research purpose. Librarians made suggestions on which categories she should start to review based on her research goal, and thus she was able to make a list of categories of the materials she needed, saving her a lot of her time.

Accessibility of and access to certain facilities/libraries can differ depending on locations/countries and types of facilities. Facilities in authoritarian countries might not be easily accessible to foreign researchers. Within democratic countries, some facilities are more restrictive than others. Situations like the pandemic or national holidays can also restrict accessibility. Therefore, researchers are well advised to do preliminary research on whether a certain facility opens during the time they visit and is accessible to researchers regardless of their citizenship status. Moreover, researchers must contact the staff of facilities to know whether identity verification is needed and if so, what kind of documents (photo I.D. or passport) should be exhibited.

Adapting to the Reality of the Field

Researchers need to be flexible because you may meet people you did not make appointments with, come across opportunities you did not expect, or stumble upon new ideas about collecting data in the field. These happenings will enrich your field experience and will ultimately be beneficial for your research. Similarly, researchers should not be discouraged by interviews that do not go according to plan; they present an opportunity to pursue relevant people who can provide an alternative path to your work. Note that planning ahead does not preclude fortuitous encounters or epiphanies. Rather, it provides a structure for them to happen.

If your fieldwork entails travelling abroad, you will also be able to recruit more interviewees once you arrive at your research site. In fact, you may have greater success in-country; not everyone is willing to respond to a cold email from an unknown researcher in a foreign country. In Irgil's fieldwork, she contacted store owners that are known in the area and who know the community. This eased her process of introduction into the community and recruiting interviewees. For Zvobgo, she had fewer than a dozen interviews scheduled when she travelled to Guatemala to study civil society activism and transitional justice since the internal armed conflict. But she was able to recruit additional participants in-country. Interviewees with whom she built a rapport connected her to other NGOs, government offices, and the United Nations country office, sometimes even making the call and scheduling interviews for her. Through snowball sampling, she was able to triple the number of participants. Likewise, snowball sampling was central to Kreft's recruitment of interview partners. Several of her interviewees connected her to highly relevant individuals she would never have been able to identify and contact based on web searches alone.

While in the field, you may nonetheless encounter obstacles that necessitate adjustments to your original plans. Once Kreft had arrived in Colombia, for example, it transpired quickly that carrying out in-person interviews in more remote/rural areas was near impossible given her means, as these were not easily accessible by bus/coach, further complicated by a complex security situation. Instead, she adjusted her research design and shifted her focus to the big cities, where most of the major civil society organizations are based. She complemented the in-person interviews carried out there with a smaller number of phone interviews with civil society activists in rural areas, and she was also able to meet a few activists operating in rural or otherwise inaccessible areas as they were visiting the major cities. The resulting focus on urban settings changed the kinds of generalizations she was able to make based on her fieldwork data and produced a somewhat different study than initially anticipated.

This also has been the case for Irgil, despite her prior arrangements with the Syrian gatekeepers, which required adjustments as in the case of Kreft. Irgil acquired research clearance one year before, during the interviews with native citizens, conducting the interviews with Syrian refugees. She also had her questionnaire ready based on the previously collected data and the media search she had conducted for over a year before travelling to the field site. As she was able to visit the field site multiple times, two months before conducting interviews with Syrian refugees, she developed a schedule with the Syrian gatekeepers and informants. Yet, once she was in the field, influenced by Turkey's recent political events and the policy of increasing control over Syrian refugees, half of the previously agreed informants changed their minds or did not want to participate in interviews. As Irgil was following the policies and the news related to Syrian refugees in Turkey closely, this did not come as that big of a surprise but challenged the previously developed strategy to recruit interviewees. Thus, she changed the strategy of finding interviewees in the field site, such as asking people, almost one by one, whether they would like to participate in the interview. Eventually, she could not find willing Syrian women refugees as she had planned, which resulted in a male-dominant sample. As researchers encounter such situations, it is essential to remind oneself that not everything can go according to plan, that “different” does not equate to “worse,” but that it is important to consider what changes to fieldwork data collection and sampling imply for the study's overall findings and the contribution it makes to the literature.

We should note that conducting interviews is very taxing—especially when opportunities multiply, as in Zvobgo's case. Depending on the project, each interview can take an hour, if not two or more. Hence, you should make a reasonable schedule: we recommend no more than two interviews per day. You do not want to have to cut off an interview because you need to rush to another one, whether the interviews are in-person or remote. And you do not want to be too exhausted to have a robust engagement with your respondent who is generously lending you their time. Limiting the number of interviews per day is also important to ensure that you can write comprehensive and meaningful fieldnotes, which becomes even more essential where it is not possible to audio-record your interviews. Also, be sure to remember to eat, stay hydrated, and try to get enough sleep.

Finally, whether to provide gifts or payments to the subject also requires adapting to the reality of the field. You must think about payments beforehand when you apply for IRB approval (or whatever other ethical review processes may be in place) since these applications usually contain questions about payments. Obviously, the first step is to carefully evaluate whether the gifts and payments provided can harm the subject or are likely to unduly affect the responses they will give in response to your questions. If that is not the case, you have to make payment decisions based on your budget, field situation, and difficulties in recruitment. Usually, payment of respondents is more common in survey research, whereas it is less common in interviews and focus groups.

Nevertheless, payment practices vary depending on the field and the target group. In some cases, it may become a custom to provide small gifts or payments when interviewing a certain group. In other cases, interviewees might be offended if they are provided with money. Therefore, knowing past practices and field situations is important. For example, Lee provided small coffee gift cards to one group while she did not to the other based on previous practices of other researchers. That is, for a particular group, it has become a custom for interviewers to pay interviewees. Sometimes, you may want to reimburse your subject's interview costs such as travel expenses and provide beverages and snacks during the conduct of research, as Kreft did when conducting focus groups in Colombia. To express your gratitude to your respondents, you can prepare small gifts such as your university memorabilia (e.g., notebooks and pens). Since past practices about payments can affect your interactions and interviews with a target group, you want to seek advice from your colleagues and other researchers who had experiences interacting with the target group. If you cannot find researchers who have this knowledge, you can search for published works on the target population to find if the authors share their interview experiences. You may also consider contacting the authors for advice before your interviews.

Researching Strategically

Distinguishing between things that can only be done in person at a particular site and things that can be accomplished later at home is vital. Prioritize the former over the latter. Lee's fieldwork experience serves as a good example. She studied a conservative protest movement called the Taegeukgi Rally in South Korea. She planned to conduct interviews with the rally participants to examine their motivations for participating. But she only had one month in South Korea. So, she focused on things that could only be done in the field: she went to the rally sites, she observed how protests proceeded, which tactics and chants were used, and she met participants and had some casual conversations with them. Then, she used the contacts she made while attending the rallies to create a social network to solicit interviews from ordinary protesters, her target population. She was able to recruit twenty-five interviewees through good rapport with the people she met. The actual interviews proceeded via phone after she returned to the United States. In a nutshell, we advise you not to be obsessed with finishing interviews in the field. Sometimes, it is more beneficial to use your time in the field to build relationships and networks.

Working With Assistants and Translators

A final consideration on logistics is working with research assistants or translators; it affects how you can carry out interviews, focus groups, etc. To what extent constant back-and-forth translation is necessary or advisable depends on the researcher's skills in the interview language and considerations about time and efficiency. For example, Kreft soon realized that she was generally able to follow along quite well during her interviews in Colombia. In order to avoid precious time being lost to translation, she had her research assistant follow the interview guide Kreft had developed, and interjected follow-up questions in Spanish or English (then to be translated) as they arose.

Irgil's and Zvobgo's interviews went a little differently. Irgil's Syrian refugee interviewees in Turkey were native Arabic speakers, and Zvobgo's interviewees in Guatemala were native Spanish speakers. Both Irgil and Zvobgo worked with research assistants. In Irgil's case, her assistant was a Syrian man, who was outside of the area. Meanwhile, Zvobgo's assistant was an undergraduate from her home institution with a Spanish language background. Irgil and Zvobgo began preparing their assistants a couple of months before entering the field, over Skype for Irgil and in-person for Zvobgo. They offered their assistants readings and other resources to provide them with the necessary background to work well. Both Irgil and Zvobgo's research assistants joined them in the interviews and actually did most of the speaking, introducing the principal investigator, explaining the research, and then asking the questions. In Zvobgo's case, interviewee responses were relayed via a professional interpreter whom she had also hired. After every interview, Irgil and Zvobgo and their respective assistants discussed the answers of the interviewees, potential improvements in phrasing, and elaborated on their hand-written interview notes. As a backup, Zvobgo, with the consent of her respondents, had accompanying audio recordings.

Researchers may carry out fieldwork in a country that is considerably less safe than what they are used to, a setting affected by conflict violence or high crime rates, for instance. Feelings of insecurity can be compounded by linguistic barriers, cultural particularities, and being far away from friends and family. Insecurity is also often gendered, differentially affecting women and raising the specter of unwanted sexual advances, street harassment, or even sexual assault ( Gifford and Hall-Clifford 2008 ; Mügge 2013 ). In a recent survey of Political Science graduate students in the United States, about half of those who had done fieldwork internationally reported having encountered safety issues in the field, (54 percent female, 47 percent male), and only 21 percent agreed that their Ph.D. programs had prepared them to carry out their fieldwork safely ( Schwartz and Cronin-Furman 2020 , 8–9).

Preventative measures scholars may adopt in an unsafe context may involve, at their most fundamental, adjustments to everyday routines and habits, restricting one's movements temporally and spatially. Reliance on gatekeepers may also necessitate adopting new strategies, such as a less vehement and cold rejection of unwanted sexual advances than one ordinarily would exhibit, as Mügge (2013) illustratively discusses. At the same time, a competitive academic job market, imperatives to collect novel and useful data, and harmful discourses surrounding dangerous fieldwork also, problematically, shape incentives for junior researchers to relax their own standards of what constitutes acceptable risk ( Gallien 2021 ).

Others have carefully collected a range of safety precautions that field researchers in fragile or conflict-affected settings may take before and during fieldwork ( Hilhorst et al. 2016 ). Therefore, we are more concise in our discussion of recommendations, focusing on the specific situations of graduate students. Apart from ensuring that supervisors and university administrators have the researcher's contact information in the field (and possibly also that of a local contact person), researchers can register with their country's embassy or foreign office and any crisis monitoring and prevention systems it has in place. That way, they will be informed of any possible unfolding emergencies and the authorities have a record of them being in the country.

It may also be advisable to set up more individualized safety protocols with one or two trusted individuals, such as friends, supervisors, or colleagues at home or in the fieldwork setting itself. The latter option makes sense in particular if one has an official affiliation with a local institution for the duration of the fieldwork, which is often advisable. Still, we would also recommend establishing relationships with local researchers in the absence of a formal affiliation. To keep others informed of her whereabouts, Kreft, for instance, made arrangements with her supervisors to be in touch via email at regular intervals to report on progress and wellbeing. This kept her supervisors in the loop, while an interruption in communication would have alerted them early if something were wrong. In addition, she announced planned trips to other parts of the country and granted her supervisors and a colleague at her home institution emergency reading access to her digital calendar. To most of her interviews, she was moreover accompanied by her local research assistant/translator. If the nature of the research, ethical considerations, and the safety situation allow, it might also be possible to bring a local friend along to interviews as an “assistant,” purely for safety reasons. This option needs to be carefully considered already in the planning stage and should, particularly in settings of fragility or if carrying out research on politically exposed individuals, be noted in any ethical and institutional review processes where these are required. Adequate compensation for such an assistant should be ensured. It may also be advisable to put in place an emergency plan, that is, choose emergency contacts back home and “in the field,” know whom to contact if something happens, and know how to get to the nearest hospital or clinic.

We would be remiss if we did not mention that, when in an unfamiliar context, one's safety radar may be misguided, so it is essential to listen to people who know the context. For example, locals can give advice on which means of transport are safe and which are not, a question that is of the utmost importance when traveling to appointments. For example, Kreft was warned that in Colombia regular taxis are often unsafe, especially if waved down in the streets, and that to get to her interviews safely, she should rely on a ride-share service. In one instance, a Colombian friend suggested that when there was no alternative to a regular taxi, Kreft should book through the app and share the order details, including the taxi registration number or license plate, with a friend. Likewise, sharing one's cell phone location with a trusted friend while traveling or when one feels unsafe may be a viable option. Finally, it is prudent to heed the safety recommendations and travel advisories provided by state authorities and embassies to determine when and where it is safe to travel. Especially if researchers have a responsibility not only for themselves but also for research assistants and research participants, safety must be a top priority.

This does not mean that a researcher should be careless in a context they know either. Of course, conducting fieldwork in a context that is known to the researcher offers many advantages. However, one should be prepared to encounter unwanted events too. For instance, Irgil has conducted fieldwork in her country of origin in a city she knows very well. Therefore, access to the site, moving around the site, and blending in has not been a problem; she also has the advantage of speaking the native language. Yet, she took notes of the streets she walked in, as she often returned from the field site after dark and thought she might get confused after a tiring day. She also established a closer relationship with two or three store owners in different parts of the field site if she needed something urgent, like running out of battery. Above all, one should always be aware of one's surroundings and use common sense. If something feels unsafe, chances are it is.

Fieldwork may negatively affect the researcher's mental health and mental wellbeing regardless of where one's “field” is, whether related to concerns about crime and insecurity, linguistic barriers, social isolation, or the practicalities of identifying, contacting and interviewing research participants. Coping with these different sources of stress can be both mentally and physically exhausting. Then there are the things you may hear, see and learn during the research itself, such as gruesome accounts of violence and suffering conveyed in interviews or archival documents one peruses. Kreft and Zvobgo have spoken with women victims of conflict-related sexual violence, who sometimes displayed strong emotions of pain and anger during the interviews. Likewise, Irgil and Willis have spoken with members of other vulnerable populations such as refugees and former sex workers ( Willis 2020 ).

Prior accounts ( Wood 2006 ; Loyle and Simoni 2017 ; Skjelsbæk 2018 ; Hummel and El Kurd 2020 ; Williamson et al. 2020 ; Schulz and Kreft 2021 ) show that it is natural for sensitive research and fieldwork challenges to affect or even (vicariously) traumatize the researcher. By removing researchers from their regular routines and support networks, fieldwork may also exacerbate existing mental health conditions ( Hummel and El Kurd 2020 ). Nonetheless, mental wellbeing is rarely incorporated into fieldwork courses and guidelines, where these exist at all. But even if you know to anticipate some sort of reaction, you rarely know what that reaction will be until you experience it. When researching sensitive or difficult topics, for example, reactions can include sadness, frustration, anger, fear, helplessness, and flashbacks to personal experiences of violence ( Williamson et al. 2020 ). For example, Kreft responded with episodic feelings of depression and both mental and physical exhaustion. But curiously, these reactions emerged most strongly after she had returned from fieldwork and in particular as she spent extended periods analyzing her interview data, reliving some of the more emotional scenes during the interviews and being confronted with accounts of (sexual) violence against women in a concentrated fashion. This is a crucial reminder that fieldwork does not end when one returns home; the after-effects may linger. Likewise, Zvobgo was physically and mentally drained upon her return from the field. Both Kreft and Zvobgo were unable to concentrate for long periods of time and experienced lower-than-normal levels of productivity for weeks afterward, patterns that formal and informal conversations with other scholars confirm to be common ( Schulz and Kreft 2021 ). Furthermore, the boundaries between “field” and “home” are blurred when conducting remote fieldwork ( Howlett 2021 , 11).

Nor are these adverse reactions limited to cases where the researcher has carried out the interviews themselves. Accounts of violence, pain, and suffering transported in reports, secondary literature, or other sources can evoke similar emotional stress, as Kreft experienced when engaging in a concentrated fashion with additional accounts of conflict-related sexual violence in Colombia and with the feminist literature on sexual and gender-based violence in the comfort of her Swedish office. This could also be applicable to Irgil's fieldwork as she interviewed refugees whose traumas have come out during the interviews or recall specific events triggered by the questions. Likewise, Lee has reviewed primary and secondary materials on North Korean defectors in the national archives and these materials contain violent, intense, emotional narratives.

Fortunately, there are several strategies to cope with and manage such adverse consequences. In a candid and insightful piece, other researchers have discussed the usefulness of distractions, sharing with colleagues, counseling, exercise, and, probably less advisable in the long term, comfort eating and drinking ( Williamson et al. 2020 ; see also Loyle and Simoni 2017 ; Hummel and El Kurd 2020 ). Our experiences largely tally with their observations. In this section, we explore some of these in more detail.

First, in the face of adverse consequences on your mental wellbeing, whether in the field or after your return, it is essential to be patient and generous with yourself. Negative effects on the researcher's mental wellbeing can hit in unexpected ways and at unexpected times. Even if you think that certain reactions are disproportionate or unwarranted at that specific moment, they may simply have been building up over a long time. They are legitimate. Second, the importance of taking breaks and finding distractions, whether that is exercise, socializing with friends, reading a good book, or watching a new series, cannot be overstated. It is easy to fall into a mode of thinking that you constantly have to be productive while you are “in the field,” to maximize your time. But as with all other areas in life, balance is key and rest is necessary. Taking your mind off your research and the research questions you puzzle over is also a good way to more fully soak up and appreciate the context in which you find yourself, in the case of in-person fieldwork, and about which you ultimately write.

Third, we cannot stress enough the importance of investing in social relations. Before going on fieldwork, researchers may want to consult others who have done it before them. Try to find (junior) scholars who have done fieldwork on similar kinds of topics or in the same country or countries you are planning to visit. Utilizing colleagues’ contacts and forging connections using social media are valuable strategies to expand your networks (in fact, this very paper is the result of a social media conversation and several of the authors have never met in person). Having been in the same situation before, most field researchers are, in our experience, generous with their time and advice. Before embarking on her first trip to Colombia, Kreft contacted other researchers in her immediate and extended network and received useful advice on questions such as how to move around Bogotá, whom to speak to, and how to find a research assistant. After completing her fieldwork, she has passed on her experiences to others who contacted her before their first fieldwork trip. Informal networks are, in the absence of more formalized fieldwork preparation, your best friend.

In the field, seeking the company of locals and of other researchers who are also doing fieldwork alleviates anxiety and makes fieldwork more enjoyable. Exchanging experiences, advice and potential interviewee contacts with peers can be extremely beneficial and make the many challenges inherent in fieldwork (on difficult topics) seem more manageable. While researchers conducting remote fieldwork may be physically isolated from other researchers, even connecting with others doing remote fieldwork may be comforting. And even when there are no precise solutions to be found, it is heartening or even cathartic to meet others who are in the same boat and with whom you can talk through your experiences. When Kreft shared some of her fieldwork-related struggles with another researcher she had just met in Bogotá and realized that they were encountering very similar challenges, it was like a weight was lifted off her shoulders. Similarly, peer support can help with readjustment after the fieldwork trip, even if it serves only to reassure you that a post-fieldwork dip in productivity and mental wellbeing is entirely natural. Bear in mind that certain challenges are part of the fieldwork experience and that they do not result from inadequacy on the part of the researcher.

Finally, we would like to stress a point made by Inger Skjelsbæk (2018 , 509) and which has not received sufficient attention: as a discipline, we need to take the question of researcher mental wellbeing more seriously—not only in graduate education, fieldwork preparation, and at conferences, but also in reflecting on how it affects the research process itself: “When strong emotions arise, through reading about, coding, or talking to people who have been impacted by [conflict-related sexual violence] (as victims or perpetrators), it may create a feeling of being unprofessional, nonscientific, and too subjective.”

We contend that this is a challenge not only for research on sensitive issues but also for fieldwork more generally. To what extent is it possible, and desirable, to uphold the image of the objective researcher during fieldwork, when we are at our foundation human beings? And going even further, how do the (anticipated) effects of our research on our wellbeing, and the safety precautions we take ( Gifford and Hall-Clifford 2008 ), affect the kinds of questions we ask, the kinds of places we visit and with whom we speak? How do they affect the methods we use and how we interpret our findings? An honest discussion of affective responses to our research in methods sections seems utopian, as emotionality in the research process continues to be silenced and relegated to the personal, often in gendered ways, which in turn is considered unconnected to the objective and scientific research process ( Jamar and Chappuis 2016 ). But as Gifford and Hall-Clifford (2008 , 26) aptly put it: “Graduate education should acknowledge the reality that fieldwork is scholarly but also intimately personal,” and we contend that the two shape each other. Therefore, we encourage political science as a discipline to reflect on researcher wellbeing and affective responses to fieldwork more carefully, and we see the need for methods courses that embrace a more holistic notion of the subjectivity of the researcher.

Interacting with people in the field is one of the most challenging yet rewarding parts of the work that we do, especially in comparison to impersonal, often tedious wrangling and analysis of quantitative data. Field researchers often make personal connections with their interviewees. Consequently, maintaining boundaries can be a bit tricky. Here, we recommend being honest with everyone with whom you interact without overstating the abilities of a researcher. This appears as a challenge in the field, particularly when you empathize with people and when they share profound parts of their lives with you for your research in addition to being “human subjects” ( Fujii 2012 ). For instance, when Irgil interviewed native citizens about the changes in their neighborhood following the arrival of Syrian refugees, many interviewees questioned what she would offer them in return for their participation. Irgil responded that her primary contribution would be her published work. She also noted, however, that academic papers can take a year, sometimes longer, to go through the peer-reviewed process and, once published, many studies have a limited audience. The Syrian refugees posed similar questions. Irgil responded not only with honesty but also, given this population's vulnerable status, she provided them contact information for NGOs with which they could connect if they needed help or answers to specific questions.

For her part, Zvobgo was very upfront with her interviewees about her role as a researcher: she recognized that she is not someone who is on the frontlines of the fight for human rights and transitional justice like they are. All she could/can do is use her platform to amplify their stories, bringing attention to their vital work through her future peer-reviewed publications. She also committed to sending them copies of the work, as electronic journal articles are often inaccessible due to paywalls and university press books are very expensive, especially for nonprofits. Interviewees were very receptive; some were even moved by the degree of self-awareness and the commitment to do right by them. In some cases, this prompted them to share even more, because they knew that the researcher was really there to listen and learn. This is something that junior scholars, and all scholars really, should always remember. We enter the field to be taught. Likewise, Kreft circulated among her interviewees Spanish-language versions of an academic article and a policy brief based on the fieldwork she had carried out in Colombia.

As researchers from the Global North, we recognize a possible power differential between us and our research subjects, and certainly an imbalance in power between the countries where we have been trained and some of the countries where we have done and continue to do field research, particularly in politically dynamic contexts ( Knott 2019 ). This is why we are so concerned with being open and transparent with everyone with whom we come into contact in the field and why we are committed to giving back to those who so generously lend us their time and knowledge. Knott (2019 , 148) summarizes this as “Reflexive openness is a form of transparency that is methodologically and ethically superior to providing access to data in its raw form, at least for qualitative data.”

We also recognize that academics, including in the social sciences and especially those hailing from countries in the Global North, have a long and troubled history of exploiting their power over others for the sake of their research—including failing to be upfront about their research goals, misrepresenting the on-the-ground realities of their field research sites (including remote fieldwork), and publishing essentializing, paternalistic, and damaging views and analyses of the people there. No one should build their career on the backs of others, least of all in a field concerned with the possession and exercise of power. Thus, it is highly crucial to acknowledge the power hierarchies between the researcher and the interviewees, and to reflect on them both in the field and beyond the field upon return.

A major challenge to conducting fieldwork is when researchers’ carefully planned designs do not go as planned due to unforeseen events outside of our control, such as pandemics, natural disasters, deteriorating security situations in the field, or even the researcher falling ill. As the Covid-19 pandemic has made painfully clear, researchers may face situations where in-person research is simply not possible. In some cases, researchers may be barred entry to their fieldwork site; in others, the ethical implications of entering the field greatly outweigh the importance of fieldwork. Such barriers to conducting in-person research require us to reconsider conventional notions of what constitutes fieldwork. Researchers may need to shift their data collection methods, for example, conducting interviews remotely instead of in person. Even while researchers are in the field, they may still need to carry out part of their interviews or surveys virtually or by phone. For example, Kreft (2020) carried out a small number of interviews remotely while she was based in Bogotá, because some of the women's civil society activists with whom she intended to speak were based in parts of the country that were difficult and/or dangerous to access.

Remote field research, which we define as the collection of data over the internet or over the phone where in-person fieldwork is not possible due to security, health or other risks, comes with its own sets of challenges. For one, there may be certain populations that researchers cannot reach remotely due to a lack of internet connectivity or technology such as cellphones and computers. In such instances, there will be a sampling bias toward individuals and groups that do have these resources, a point worth noting when scholars interpret their research findings. In the case of virtual research, the risk of online surveillance, hacking, or wiretapping may also produce reluctance on the part of interviewees to discuss sensitive issues that may compromise their safety. Researchers need to carefully consider how the use of digital technology may increase the risk to research participants and what changes to the research design and any interview guides this necessitates. In general, it is imperative that researchers reflect on how they can ethically use digital technology in their fieldwork ( Van Baalen 2018 ). Remote interviews may also be challenging to arrange for researchers who have not made connections in person with people in their community of interest.

Some of the serendipitous happenings we discussed earlier may also be less likely and snowball sampling more difficult. For example, in phone or virtual interviews, it is harder to build good rapport and trust with interviewees as compared to face-to-face interviews. Accordingly, researchers should be more careful in communicating with interviewees and creating a comfortable interview environment. Especially when dealing with sensitive topics, researchers may have to make several phone calls and sometimes have to open themselves to establishing trust with interviewees. Also, researchers must be careful in protecting interviewees in phone or virtual interviews when they deal with sensitive topics of countries interviewees reside in.

The inability to physically visit one's community of interest may also encourage scholars to critically reflect on how much time in the field is essential to completing their research and to consider creative, alternative means for accessing information to complete their projects. While data collection techniques such as face-to-face interviews and archival work in the field may be ideal in normal times, there exist other data sources that can provide comparably useful information. For example, in her research on the role of framing in the United States base politics, Willis found that social media accounts and websites yielded information useful to her project. Many archives across the world have also been digitized. Researchers may also consider crowdsourcing data from the field among their networks, as fellow academics tend to collect much more data in the field than they ever use in their published works. They may also elect to hire someone, perhaps a graduate student, in a city or a country where they cannot travel and have the individual access, scan, and send archival materials. This final suggestion may prove generally useful to researchers with limited time and financial resources.

Remote qualitative data collection techniques, while they will likely never be “the gold-standard,” also pose several advantages. These techniques may help researchers avoid some of the issues mentioned previously. Remote interviews, for example, are less time-consuming in terms of travel to the interview site ( Archibald et al. 2019 ). The implication is that researchers may have less fatigue from conducting interviews and/or may be able to conduct more interviews. For example, while Willis had little energy to do anything else after an in-person interview (or two) in a given day, she had much more energy after completing remote interviews. Second, remote fieldwork also helps researchers avoid potentially dangerous situations in the field mentioned previously. Lastly, remote fieldwork generally presents fewer financial barriers than in-person research ( Archibald et al. 2019 ). In that sense, considering remote qualitative data collection, a type of “fieldwork” may make fieldwork more accessible to a greater number of scholars.

Many of the substantive, methodological and practical challenges that arise during fieldwork can be anticipated. Proper preparation can help you hit the ground running once you enter your fieldwork destination, whether in-person or virtually. Nonetheless, there is no such thing as being perfectly prepared for the field. Some things will simply be beyond your control, and especially as a newcomer to field research, and you should be prepared for things to not go as planned. New questions will arise, interview participants may cancel appointments, and you might not get the answers you expected. Be ready to make adjustments to research plans, interview guides, or questionnaires. And, be mindful of your affective reactions to the overall fieldwork situation and be gentle with yourself.

We recommend approaching fieldwork as a learning experience as much as, or perhaps even more than, a data collection effort. This also applies to your research topic. While it is prudent always to exercise a healthy amount of skepticism about what people tell you and why, the participants in your research will likely have unique perspectives and knowledge that will challenge yours. Be an attentive listener and remember that they are experts of their own experiences.

We encourage more institutions to offer courses that cover field research preparation and planning, practical advice on safety and wellbeing, and discussion of ethics. Specifically, we align with Schwartz and Cronin-Furman's (2020 , 3) contention “that treating fieldwork preparation as the methodology will improve individual scholars’ experiences and research.” In this article, we outline a set of issue areas in which we think formal preparation is necessary, but we note that our discussion is by no means exhaustive. Formal fieldwork preparation should also extend beyond what we have covered in this article, such as issues of data security and preparing for nonqualitative fieldwork methods. We also note that field research is one area that has yet to be comprehensively addressed in conversations on diversity and equity in the political science discipline and the broader academic profession. In a recent article, Brielle Harbin (2021) begins to fill this gap by sharing her experiences conducting in-person election surveys as a Black woman in a conservative and predominantly white region of the United States and the challenges that she encountered. Beyond race and gender, citizenship, immigration status, one's Ph.D. institution and distance to the field also affect who is able to do what type of field research, where, and for how long. Future research should explore these and related questions in greater detail because limits on who is able to conduct field research constrict the sociological imagination of our field.

While Emmons and Moravcsik (2020) focus on leading Political Science Ph.D. programs in the United States, these trends likely obtain, both in lower ranked institutions in the broader United States as well as in graduate education throughout North America and Europe.

As all the authors have carried out qualitative fieldwork, this is the primary focus of this guide. This does not, however, mean that we exclude quantitative or experimental data collection from our definition of fieldwork.

There is great variation in graduate students’ financial situations, even in the Global North. For example, while higher education is tax-funded in most countries in Europe and Ph.D. students in countries such as Sweden, Norway, Denmark, the Netherlands, and Switzerland receive a comparatively generous full-time salary, healthcare and contributions to pension schemes, Ph.D. programs in other contexts like the United States and the United Kingdom have (high) enrollment fees and rely on scholarships, stipends, or departmental duties like teaching to (partially) offset these, while again others, such as Germany, are commonly financed by part-time (50 percent) employment at the university with tasks substantively unrelated to the dissertation. These different preconditions leave many Ph.D. students struggling financially and even incurring debt, while others are in a more comfortable financial position. Likewise, Ph.D. programs around the globe differ in structure, such as required coursework, duration and supervision relationships. Naturally, all of these factors have a bearing on the extent to which fieldwork is feasible. We acknowledge unequal preconditions across institutions and contexts, and trust that those Ph.D. students interested in pursuing fieldwork are best able to assess the structural and institutional context in which they operate and what this implies for how, when, and how long to carry out fieldwork.

In our experience, this is not only the general cycle for graduate students in North America, but also in Europe and likely elsewhere.

For helpful advice and feedback on earlier drafts, we wish to thank the editors and reviewers at International Studies Review , and Cassandra Emmons. We are also grateful to our interlocuters in Argentina, Canada, Colombia, Germany, Guatemala, Japan, Kenya, Norway, the Philippines, Sierra Leone, South Korea, Spain, Sweden, Turkey, the United Kingdom, and the United States, without whom this reflection on fieldwork would not have been possible. All authors contributed equally to this manuscript.

This material is based upon work supported by the Forskraftstiftelsen Theodor Adelswärds Minne, Knut and Alice Wallenberg Foundation(KAW 2013.0178), National Science Foundation Graduate Research Fellowship Program(DGE-1418060), Southeast Asia Research Group (Pre-Dissertation Fellowship), University at Albany (Initiatives for Women and the Benevolent Association), University of Missouri (John D. Bies International Travel Award Program and Kinder Institute on Constitutional Democracy), University of Southern California (Provost Fellowship in the Social Sciences), Vetenskapsrådet(Diarienummer 2019-06298), Wilhelm och Martina Lundgrens Vetenskapsfond(2016-1102; 2018-2272), and William & Mary (Global Research Institute Pre-doctoral Fellowship).

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A guide to field studies

Last updated

18 April 2023

Reviewed by

Cathy Heath

Field studies allow researchers to observe and collect data in real-world settings. Unlike laboratory-based or traditional research methods, field studies enable researchers to investigate complex phenomena within their environment, providing a deeper understanding of the research context.

Researchers can use field studies to investigate a wide range of subjects, from the behavior of animals to the practices of businesses or the experiences of individuals in a particular setting.

Make research less tedious

Dovetail streamlines research to help you uncover and share actionable insights

• What is a field study?

A field study is a research method that involves conducting observations and collecting data in a natural setting. This method includes observing, interviewing, and interacting with participants in their environment, such as a workplace, community, or natural habitat.

Field studies can take many forms, from ethnographic studies involving extended periods of observation and using an anthropological lens to shorter-term studies focusing on specific behaviors or events. Regardless of its form, a successful field study requires careful planning, preparation, and execution to ensure the data collected is valid and reliable.

• How to plan a field study

Planning a field study is a critical first step in ensuring successful research. Here are some steps to follow when preparing your field study:

1. Define your research question

When developing a good research question , you should make it clear, concise, and specific. It should also be open-ended, allowing for various possible answers rather than a simple yes or no response. Your research question should also be relevant to the broader field of study and contribute new knowledge to the existing literature.

Once you have a defined research question, identify the key variables you need to study and the data you need to collect. It might involve developing a hypothesis or research framework outlining the relationships between different variables and how you’ll measure them in your study.

2. Identify your research site

A research site is a location where you’ll conduct your study and collect data. Here are the types of research sites to consider when planning a field study:

Natural habitats: For environmental or ecological research, you may need to conduct your study in a natural habitat, such as a forest, wetland, or coral reef.

Communities : If your research relates to social or cultural factors, you may need to study a particular community, such as a neighborhood, village, or city.

Organizations : For questions relating to organizational behavior or management, your location will be in a business environment, like a nonprofit or government agency.

Events : If your research question relates to a particular event, you may need to conduct your study at that event, such as, at a protest, festival, or natural disaster.

Ensure your research site represents the population you're studying. For example, if you're exploring cultural beliefs, ensure the community represents the larger population and you have access to a diverse group of participants.

3. Determine your data collection methods

Choosing a suitable method will depend on the research question, the type of data needed, and the characteristics of the participants. Here are some commonly used data collection methods in field studies:

Interviews : You can collect data on people's experiences, perspectives, and attitudes. In some instances, you can use phone or online interviews.

Observations : This method involves watching and recording behaviors and interactions in a specific setting. 

Surveys : By using a survey , you can easily standardize and tailor the questions to provide answers for your research. Respondents can complete the survey in person, by mail, or online.

Document analysis : Organizational reports, letters, diaries, public records, policies, or social media posts can be analyzed to gain context. 

When selecting data collection methods, consider factors such as the availability of participants, the ethical considerations involved, and the resources needed to carry out each method. For example, conducting interviews may require more time and resources than administering a survey.

4. Obtain necessary permissions

Depending on the research location and the nature of the study, you may require permission from local authorities, organizations, or individuals before conducting your research. 

This process is vital when working with human or animal subjects and conducting research in sensitive or protected environments.

Here are some steps you can take to obtain the necessary permissions:

Identify the relevant authorities , including local governments, regulatory bodies, research institutions, or private organizations, to obtain permission for your research.

Reach out to the relevant authorities to explain the nature of your study. Be ready to hand out detailed information about your research. 

If you're conducting research with human participants, you must have their consent . You'll also need to ensure the participants have the right to withdraw from the study at any time.

Obtain necessary permits from regulatory bodies or local authorities. For example, if you're conducting research in a protected area, you may need a research permit from the relevant government agency.

The process of obtaining permissions can be time-consuming, and failure to obtain the necessary permits can lead to legal and ethical issues.

• Examples of field research

Researchers can apply field research to a wide range of disciplines and phenomena. Here are some examples of field research in different fields:

Anthropology : Anthropologists use field research methods to study different communities' social and cultural practices. For instance, an anthropologist might conduct participant observation in a remote community to understand their customs, beliefs, and practices.

Ecology : Ecologists use field research methods to learn the behavior of organisms and their interactions with the environment. For example, an ecologist might conduct field research on the behavior of birds in their natural habitat to understand their feeding habits, nesting patterns, and migration.

Sociology : Sociologists may use field research methods to study social behavior and interactions. For instance, a sociologist might conduct participant observation in a workplace to understand organizational culture and communication dynamics.

Geography : Geographers use field research methods to study different regions’ physical and human contexts. For example, a geographer might conduct field research on the impact of climate change on a particular ecosystem, such as a forest or wetland.

Psychology : Psychologists use field research methods to study human behavior in natural settings. For instance, a psychologist might conduct field research on the effects of stress on students in a school setting.

Education : Researchers studying education may use field research methods to study teaching and learning in real-world settings. For example, you could use field research to test the effectiveness of a new teaching method in a classroom setting.

By using field research methods, researchers can gain a deeper understanding of the complexities of the natural world, human behavior, and social interaction theory and how they affect each other.

• Advantages of field research

Field research has several advantages over other research methods, including:

Authenticity : Field research conducted in natural settings allows researchers to observe and study real-life phenomena as it happens. This authenticity enhances the validity and accuracy of the data collected.

Flexibility : Field research methods are flexible and adaptable to different research contexts. Researchers can adjust their strategies to meet the specific needs of their research questions and participants and uncover new insights as the research unfolds.

Rich data : Field research provides rich and detailed data, often including contextual information that’s difficult to capture through other research methods. This depth of knowledge allows for a more comprehensive and nuanced understanding of the research topic.

Novel insights : Field research can lead to discoveries that may not be possible with other research methods. Observing and studying phenomena in natural settings can provide unique perspectives and new understandings of complex issues.

Field research methods can enhance the quality and validity of research findings and lead to new insights and discoveries that may not be possible with other research methods.

• Disadvantages of field research

While field research has several advantages, there are also some disadvantages that researchers need to consider, including:

Time-consuming : Researchers need to spend time in the field, possibly weeks or months, which can be challenging, especially if the research site is remote or requires travel.

Cost : Conducting field research can be costly, especially if the research site is remote or requires specialized equipment or materials.

Reliance on participants : It may be challenging to recruit participants, and various factors, such as personal circumstances, attitudes, and beliefs, may influence their participation.

Ethical considerations : Field research may raise ethical concerns, mainly if the research involves vulnerable populations or sensitive topics. 

Causality: Researchers may have little control over the environmental or contextual variables they are studying. This can make it difficult to establish causality and then generalize their results with previous research. 

Researchers must carefully weigh the advantages and disadvantages of field research and select the most appropriate research method based on their research question, participants, and context.

What is another name for field study?

Field study is also known as field research or fieldwork. These terms are often used interchangeably and refer to research methods that involve observing and collecting data in natural settings.

What is the difference between a field study and a case study?

Why is field study important.

Field study is critical because it allows researchers to study real-world phenomena in natural settings. This study can also lead to novel insights that may not be possible with other research methods.

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Field Research explained

Field research: this article explains the concept of field research in a practical way. The article starts with the definition of this term, followed by a general explanation and some practical examples of field research. You will also find an explanation of the various methods and a step-by-step plan for conducting field research. Enjoy reading!

What is field research?

Field research, also known as fieldwork, is a method of collecting raw data outside of the lab, library, or usual workplace.

It involves observing and interacting with people, animals or phenomena in their natural environment to gain a deeper understanding of their behavior, social interactions and the dynamics of their environment. Read more about experimental research .

Field research methods vary by field. For example, biologists observe animals in their natural habitats, and social scientists conduct interviews and observations to study human societies.

The definition of Field research

Field research is a qualitative research method that focuses on observing and understanding individuals, groups, communities or society as a whole.

It aims to capture authentic and contextual data by immersing researchers in the environments they study.

Through direct observation and interaction with subjects, field researchers gain firsthand insight into their behaviour, beliefs, cultural practices and social structures.

It encompasses a wide variety of well-defined methods, including:

• Formal interviews
• Informal interviews

Direct observation

Participating observation.

• Collective discussions
• Analysis of personal documents
• Self-analysis
• Offline and online activities

Although this type of research is mainly qualitative, it can also contain quantitative aspects, depending on the research goals and methodologies applied.

History and the origin of Field research

Field research has a long history, especially within cultural anthropology . Anthropologists have made extensive use of field research to study different cultures, often focusing on so-called primitive cultures or cultural differences based on factors such as class.

The term “field” refers to defined areas of research, such as education, industrial environments or Amazon rainforests, where social research is conducted.

Influential figures in the early development of this type of research include Alfred Radcliffe-Brown and Bronisław Malinowski, who laid the foundations for future work in anthropology.

Field research versus laboratory research

Field research and laboratory research differ in their approach to data collection.

Field research takes place in natural environments, where researchers make direct observations and interact. It provides contextual data and insight into complex processes, but may be limited in establishing causal relationships.

On the other hand, laboratory research takes place in controlled environments, where variables are manipulated and repeatability is ensured.

It is well suited for testing hypotheses and obtaining accurate measurements, but may lack the complexity of natural environments.

Both approaches complement each other and the choice depends on the research questions and available resources .

Research Methods For Business Students Course A-Z guide to writing a rockstar Research Paper with a bulletproof Research Methodology!   More information

Methods for field research

Field research involves the use of various methods to collect valuable data and gain insight into the phenomena under investigation.

Here are some common methods applied in field research:

This method involves carefully observing people, animals, or events in their natural environment. By watching closely, researchers can study behaviors, interactions, and responses to specific situations without actively participating.

In this method, the researcher actively participates in the group, community, or environment under study. By participating in activities, having conversations and being involved in daily routines, researchers can develop a deep understanding of the social structures, norms and values, and the meaning attached to certain actions.

Qualitative interviews

This includes conducting interviews with individuals or groups to find out their perspectives, experiences and opinions. By asking open-ended questions and delving deeper into topics, researchers can gain insight into participants’ thoughts and feelings.

Data analysis of documents

In this method, documents, such as letters, diaries, reports, or other written materials, are analyzed to obtain information and insights. These documents can provide valuable context and provide a historical perspective on the issues examined.

Informal conversations

Sometimes having informal conversations with people in the research environment can yield useful information. These can be casual chats during breaks or informal gatherings where people talk freely about their experiences and perspectives.

The use of these different methods allows researchers to collect a wide range of data and develop an in-depth understanding of the social, cultural and behavioral aspects of the phenomena under study.

Case studies

Case studies are a useful approach in field research to gain in-depth insights into specific situations, groups or phenomena.

Step-by-step plan for conducting field research

Follow the steps below to get started conducting field research yourself.

Step 1: define your research goal

Determine the specific goal of your research. What do you want to discover, understand or observe? Clearly formulate your research question(s) and objective(s).

Step 2: design your research plan

Consider which methods and approaches are best suited to your research question. Consider the location, participants/population, data collection methods and time frame.

Step 3: Get permission

If necessary, obtain permission from relevant agencies, organizations or individuals to access the study site and collect data. Make sure you follow ethical guidelines and procedures.

Step 4: collect data

Go to the research site and start collecting data according to your research plan. This may include direct observation, interviews, surveys, participant observation or collection of documentation.

Step 5: Analyze and interpret your data

Evaluate and analyze the collected data . Identify patterns, themes or trends relevant to your research question. Interpretation of the data should be based on accurate and systematic analysis.

Step 6: draw conclusions and formulate results

Based on your analysis and interpretation, you come to conclusions that answer your research question . Formulate clear results and present them in a structured way .

Step 7: Report and share your findings

Write a research report describing the methodology, findings and conclusions. Share your results with the scientific community, stakeholders or the wider public through publications, presentations or other appropriate channels.

Step 8: Reflect and Evaluate your field research

Take the time to evaluate your research experience . What were the strengths and challenges of your research? What would you do differently in the future? Reflect on possible improvements and learning points for subsequent studies.

Examples of known field studies

Numerous interesting discoveries have been made while conducting research. Here are three examples of discoveries made while conducting this type of research:

New animal species

Field research has led to the discovery of several new animal species. For example, in 2018, during a field research expedition in the rainforests of Ecuador, researchers discovered a new species of tree frog.

This discovery highlighted the importance of field research in identifying biodiversity and understanding the ecological systems in which these species live.

Ecological changes

Field research has also helped identify ecological changes and understand their causes.

For example, by studying coral reefs in different parts of the world, scientists have found that coral bleaching, a consequence of climate change, is having a devastating effect on coral reef health.

It’s Your Turn

What do you think? Do you recognize the explanation about field research? Have you ever heard of this type of research before? Have you ever conducted this yourself? What do you think are the advantages compared to, for example, research in a laboratory? Do you have tips or other comments?

Share your experience and knowledge in the comments box below.

More information

• Barick, R. (2021). Research Methods For Business Students . Retrieved 02/16/2024 from Udemy.
• Burgess, R. G. (Ed.). (2003). Field Research: A sourcebook and field manual (Vol. 4) . Routledge.
• Burgess, R. G. (2002). In the field: An introduction to Field Research (Vol. 8) . Routledge.
• Edmondson, A. C., & McManus, S. E. (2007). Methodological fit in management Field Research . Academy of management review, 32(4), 1246-1264.
• McKinnon, J. (1988). Reliability and validity in Field Research: some strategies and tactics . Accounting, Auditing & Accountability Journal, 1(1), 34-54

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Ben Janse is a young professional working at ToolsHero as Content Manager. He is also an International Business student at Rotterdam Business School where he focusses on analyzing and developing management models. Thanks to his theoretical and practical knowledge, he knows how to distinguish main- and side issues and to make the essence of each article clearly visible.

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Field research.

Field research is a qualitative method of research concerned with understanding and interpreting the social interactions of groups of people, communities, and society by observing and interacting with people in their natural settings. The methods of field research include: direct observation, participant observation, and qualitative interviews. Each of these methods is described here. Terms related to these and other topics in field research are defined in the  Research Glossary .

Direct Observation

Participant observation, qualitative interviews.

Direct observation  is a method of research where the researcher watches and records the activities of individuals or groups engaged in their daily activities. The observations may be unstructured or structured. Unstructured observations involve the researcher observing people and events and recording his/her observations as field notes. Observations are recorded holistically and without the aid of a predetermined guide or protocol. Structured observation, on the other hand, is a technique where a researcher observes people and events using a guide or set protocol that has been developed ahead of time.

Other features of direct observation include:

• The observer does not actively engage the subjects of the study in conversations or interviews, but instead strives to be unobtrusive and detached from the setting.
• Data collected through direct observation may include field notes, checklists and rating scales, documents, and photographs or video images.
• Direct observation is not necessarily an alternative to other types of field methods, such as participant observation or qualitative interviews. Rather, it may be an initial approach to understanding a setting, a group of individuals, or forms of behavior prior to interacting with members or developing interview protocols.
• Direct observation as a research method is most appropriate in open, public settings where anyone has a right to be or congregate. Conducting direct observation in private or closed settings -- without the knowledge or consent of members -- is more likely to raise ethical concerns.

Participant observation  is a field research method whereby the researcher develops an understanding of a group or setting by taking part in the everyday routines and rituals alongside its members. It was originally developed in the early 20th century by anthropologists researching native societies in developing countries. It is now the principal research method used by ethnographers -- specialists within the fields of anthropology and sociology who focus on recording the details of social life occurring in a setting, community, group, or society. The ethnographer, who often lives among the members for months or years, attempts to build trusting relationships so that he or she becomes part of the social setting. As the ethnographer gains the confidence and trust of the members, many will speak and behave in a natural manner in the presence of the ethnographer.

Data from participant observation studies can take several forms:

• Field notes are the primary type of data. The researcher takes notes of his/her observations and experiences and later develops them into detailed, formal field notes.
• Frequently, researchers keep a diary, which is often a more intimate, informal record of the happenings within the setting.
• The practice of participant observation, with its emphasis on developing relationships with members, often leads to both informal, conversational interviews and more formal, in-depth interviews. The data from these interviews can become part of field notes or may consist of separate interview transcripts.

There are a number of advantages and disadvantages to direct and participant observation studies. Here is a list of some of both. While the advantages and disadvantages apply to both types of studies, their impact and importance may not be the same across the two. For example, researchers engaged in both types of observation will develop a rich, deep understanding of the members of the group and the setting in which social interactions occur, but researchers engaged in participant observation research may gain an even deep understanding. And, participant observers have a greater chance of witnessing a wider range of behaviors and events than those engaged in direct observation.

Advantages of observation studies (observational research):

• Provide contextual data on settings, interactions, or individuals.
• A useful tool for generating hypotheses for further study.
• Source of data on events and phenomena that do not involve verbal interactions (e.g., mother-child nonverbal interactions and contact, physical settings where interactions occur).
• The researcher develops a rich, deep understanding of a setting and of the members within the setting.

Disadvantages of observation studies:

• Behaviors observed during direct observation may be unusual or atypical.
• Significant interactions and events may take place when observer is not present.
• Certain topics do not necessarily lend themselves to observation (e.g., attitudes, emotions, affection).
• Reliability of observations can be problematic, especially when multiple observers are involved.
• The researcher must devote a large amount of time (and resources).
• The researcher's objectivity may decline as he or she spends more time among the members of the group.
• The researcher may be faced with a dilemma of choosing between revealing and not revealing his or her identity as a researcher to the members of the group. If he or she introduces him/herself as a researcher, the members may behave differently than if they assume that he or she is just another participant. On the other hand, if the researcher does not, they may feel betrayed upon learning about the research.

Qualitative interviews  are a type of field research method that elicits information and data by directly asking questions of individuals. There are three primary types of qualitative interviews: informal (conversational), semi-structured, and standardized, open-ended. Each is described briefly below along with advantages and disadvantages.

Informal (Conversational) Interviews

• Frequently occur during participant observation or following direct observation.
• The researcher begins by conversing with a member of the group of interest. As the conversation unfolds, the researcher formulates specific questions, often spontaneously, and begins asking them informally.
• Appropriate when the researcher wants maximum flexibility to pursue topics and ideas as they emerge during the exchange

Advantages of informal interviewing:

• Allows the researcher to be responsive to individual differences and to capture emerging information.
• Information that is obtained is not constrained by a predetermined set of questions and/or response categories.
• Permits researcher to delve deeper into a topic and what key terms and constructs mean to study participants.

Disadvantages of informal interviewing:

• May generate less systematic data, which is difficult to classify and analyze.
• The researcher might not be able to capture everything that the interviewee is saying and therefore there is potential for important nuance or information to be lost. For example, the researcher might not have a tape recorder at that moment due to the spontaneous nature of these interviews.
• Quality of the information obtained depends on skills of the interviewer.

Semi-Structured Interviews

• Prior to the interview, a list of predetermined questions or probes, also known as an interview guide, is developed so that each interviewee will respond to a similar series of questions and topics.
• Questions are generally open-ended to elicit as much detail and meaning from the interviewee as possible.
• The researcher is free to pursue and probe other topics as they emerge during the interview.

Advantages of semi-structured interviewing:

• Systematically captures data across interviewees.
• The researcher is able to rephrase or explain questions to the interviewee to ensure that everyone understands the questions the same way and probe (follow-up) a response so that an individual's responses are fully explored.
• Interviewee is allowed the freedom to express his or her views in their own words.

Disadvantages of semi-structured interviewing:

• Does not offer as much flexibility to respond to new topics that unfold during the interview as the informal interview.
• Responses to questions that have been asked in slightly different ways can be more difficult to compare and analyze.
• Interviewer may unconsciously send signals about the types of answers that are expected.

Standardized, Open-Ended Interviews

• Similar to a survey since questions are carefully scripted and written prior to the interview, which serves to minimize variability in question wording and the way questions are asked.
• The researcher asks a uniform series of questions in the same order to each interviewee.
• The questions are open-ended to capture more details and individual differences across interviewees.
• Particularly appropriate for qualitative studies involving multiple interviewers.

Advantages of standardized interviewing:

• All questions are asked the same to each study participant. Data are comparable across interviewees.
• Reduces interviewer effects when several interviewers are used.
• Standardization helps to facilitate the processing and analysis of the data.

Disadvantages of standardized interviewing:

• Does not offer as much flexibility to respond to and probe new topics that unfold during the interview.
• Standardized wording of questions may limit the responses of those being interviewed.

Both standardized and semi-structured interviews involve formally recruiting participants and are typically tape-recorded. The researcher should begin with obtaining informed consent from the interviewee prior to starting the interview. Additionally, the researcher may write a separate field note to describe the interviewee's reactions to the interview, or events that occurred before or after the interview.

See the following for additional information about field research and qualitative research methods.

• Ethnography, Observational Research and Narrative Inquiry  (PDF)
• An Introduction to Qualitative Research  (PDF)

The content on this page was prepared by Jerry West. It was last updated March 2019.

Organizing Academic Research Papers: Writing a Field Report

• Purpose of Guide
• Design Flaws to Avoid
• Glossary of Research Terms
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
• Academic Writing Style
• Choosing a Title
• Making an Outline
• Paragraph Development
• Executive Summary
• Background Information
• The Research Problem/Question
• Theoretical Framework
• Citation Tracking
• Content Alert Services
• Evaluating Sources
• Primary Sources
• Secondary Sources
• Tertiary Sources
• What Is Scholarly vs. Popular?
• Qualitative Methods
• Quantitative Methods
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Annotated Bibliography
• Dealing with Nervousness
• Using Visual Aids
• Grading Someone Else's Paper
• How to Manage Group Projects
• Multiple Book Review Essay
• Reviewing Collected Essays
• About Informed Consent
• Writing Field Notes
• Writing a Policy Memo
• Writing a Research Proposal
• Acknowledgements

Field reports require the researcher to combine theory and analysis learned in the classroom with methods of observation and practice applied outside of the classroom. The purpose of field reports is to describe an observed person, place, or event and to analyze that observation data in order to identify and categorize common themes in relation to the research problem(s) underpinning the study. The data is often in the form of notes taken during the observation but it can also include any form of data gathering, such as, photography, illustrations, or audio recordings.

How to Approach Writing a Field Report

How to Begin

Field reports are most often assigned in the applied social sciences [e.g., social work, anthropology, gerontology, criminal justice, education, law, the health care professions] where it is important to build a bridge of relevancy between the theoretical concepts learned in the classroom and the practice of actually doing the work you are being taught to do. Field reports are also common in certain science and technology disciplines [e.g., geology] but these reports are organized differently and for different purposes than what is described below.

Professors will assign a field report with the intention of improving your understanding of key theoretical concepts through a method of careful and structured observation of and reflection about real life practice. Field reports facilitate the development of data collection techniques and observation skills and allow you to understand how theory applies to real world situations. Field reports are also an opportunity to obtain evidence through methods of observing professional practice that challenge or refine existing theories.

We are all observers of people, their interactions, places, and events; however, your responsibility when writing a field report is to create a research study based on data generated by the act of observation, a synthesis of key findings, and an interpretation of their meaning. When writing a field report you need to:

• Systematically observe and accurately record the varying aspects of a situation . Always approach your field study with a detailed plan about what you will observe, where you should conduct your observations, and the method by which you will collect and record your data.
• Continuously analyze your observations . Always look for the meaning underlying the actions you observe. Ask yourself: What's going on here? What does this observed activity mean? What else does this relate to? Note that this is an on-going process of reflection and analysis taking place for the duration of your field research.
• Keep the report’s aims in mind while you are observing . Recording what you observe should not be done randomly or haphazardly; you must be focused and pay attention to details. Enter the field with a clear plan about what you are intending to observe and record while, at the same time, be prepared to adapt to changing circumstances as they may arise.
• Consciously observe, record, and analyze what you hear and see in the context of a theoretical framework . This is what separates data gatherings from simple reporting. The theoretical framework guiding your field research should determine what, when, and how you observe and act as the foundation from which you interpret your findings.

Techniques to Record Your Observations Note Taking This is the most commonly used and easiest method of recording your observations. Tips for taking notes include: organizing some shorthand symbols beforehand so that recording basic or repeated actions does not impede your ability to observe, using many small paragraphs, which reflect changes in activities, who is talking, etc., and, leaving space on the page so you can write down additional thoughts and ideas about what’s being observed, any theoretical insights, and notes to yourself about may require further investigation. See drop-down tab for additional information about note-taking. Video and Audio Recordings Video or audio recording your observations has the positive effect of giving you an unfiltered record of the observation event. It also facilitates repeated analysis of your observations. However, these techniques have the negative effect of increasing how intrusive you are as an observer and will often not be practical or even allowed under certain circumstances [e.g., interaction between a doctor and a patient] and in certain organizational settings [e.g., a courtroom]. Illustrations/Drawings This does not an artistic endeavor but, rather, refers to the possible need, for example, to draw a map of the observation setting or illustrating objects in relation to people's behavior. This can also take the form of rough tables or graphs documenting the frequency and type of activities observed. These can be subsequently placed in a more readable format when you write your field report.

Examples of Things to Document While Observing

• Physical setting . The characteristics of an occupied space and the human use of the place where the observation(s) are being conducted.
• Objects and material culture . The presence, placement, and arrangement of objects that impact the behavior or actions of those being observed. If applicable, describe the cultural artifacts representing the beliefs--values, ideas, attitudes, and assumptions--used by the individuals you are observing.
• Use of language . Don't just observe but listen to what is being said, how is it being said, and, the tone of conversation among participants.
• Behavior cycles . This refers to documenting when and who performs what behavior or task and how often they occur. Record at which stage is this behavior occurring within the setting.
• The order in which events unfold . Note sequential patterns of behavior or the moment when actions or events take place and their significance.
• Physical characteristics of subjects. If relevant, note age, gender, clothing, etc. of individuals.
• Expressive body movements . This would include things like body posture or facial expressions. Note that it may be relevant to also assess whether expressive body movements support or contradict the use of language.

Brief notes about all of these examples contextualize your observations; however, your observation notes will be guided primarily by your theoretical framework, keeping in mind that your observations will feed into and potentially modify or alter these frameworks.

Sampling Techniques

Sampling refers to the process used to select a portion of the population for study . Qualitative research, of which observation is one method, is generally based on non-probability and purposive sampling rather than probability or random approaches characteristic of quantitatively-driven studies. Sampling in observational research is flexible and often continues until no new themes emerge from the data, a point referred to as data saturation.

All sampling decisions are made for the explicit purpose of obtaining the richest possible source of information to answer the research questions. Decisions about sampling assumes you know what you want to observe, what behaviors are important to record, and what research problem you are addressing before you begin the study. These questions determine what sampling technique you should use, so be sure you have adequately answered them before selecting a sampling method.

Ways to sample when conducting an observation include:

Ad Libitum Sampling -- this approach is not that different from what people do at the zoo--observing whatever seems interesting at the moment. There is no organized system of recording the observations; you just note whatever seems relevant at the time. The advantage of this method is that you are often able to observe relatively rare or unusual behaviors that might be missed by more deliberate sampling methods. This method is also useful for obtaining preliminary observations that can be used to develop your final field study. Problems using this method include the possibility of inherent bias toward conspicuous behaviors or individuals and that you may miss brief interactions in social settings.

Behavior Sampling -- this involves watching the entire group of subjects and recording each occurance of a specific behavior of particular interest and with reference to which individuals were involved. The method is useful in recording rare behaviors missed by other sampling methods and is often used in conjunction with focal or scan methods. However, sampling can be biased towards particular conspicuous behaviors.

Continuous Recording -- provides a faithful record of behavior including frequencies, durations, and latencies [the time that elapses between a stimulus and the response to it]. This is a very demanding method because you are trying to record everything within the setting and, thus, measuring reliability may be sacrificed. In addition, durations and latencies are only reliable if subjects remain present throughout the collection of data. However, this method facilitates analyzing sequences of behaviors and ensures obtaining a wealth of data about the observation site and the people within it. The use of audio or video recording is most useful with this type of sampling.

Focal Sampling -- this involves observing one individual for a specified amount of time and recording all instances of that individual's behavior. Usually you have a set of predetermined categories or types of behaviors that you are interested in observing [e.g., when a teacher walks around the classroom] and you keep track of the duration of those behaviors. This approach doesn't tend to bias one behavior over another and provides significant detail about a individual's behavior. However, with this method, you likely have to conduct a lot of focal samples before you have a good idea about how group members interact. It can also be difficult within certain settings to keep one individual in sight for the entire period of the observation.

Instantaneous Sampling -- this is where observation sessions are divided into short intervals divided by sample points. At each sample point the observer records if predetermined behaviors of interest are taking place. This method is not effective for recording discrete events of short duration and, frequently, observers will want to record novel behaviors that occur slightly before or after the point of sampling, creating a sampling error. Though not exact, this method does give you an idea of durations and is relatively easy to do. It is also good for recording behavior patterns occurring at a specific instant, such as, movement or body positions.

One-Zero Sampling -- this is very similar to instantaneous sampling, only the observer records if the behaviors of interest have occurred at any time during an interval instead of at the instant of the sampling point. The method is useful for capturing data on behavior patterns that start and stop repeatedly and rapidly, but that last only for a brief period of time. The disadvantage of this approach is that you get a dimensionless score for an entire recording session, so you only get one one data point for each recording session.

Scan Sampling -- this method involves taking a census of the entire observed group at predetermined time periods and recording what each individual is doing at that moment. This is useful for obtaining group behavioral data and allows for data that are evenly representative across individuals and periods of time. On the other hand, this method may be biased towards more conspicuous behaviors and you may miss a lot of what is going on between observations, especially rare or unusual behaviors.

Alderks, Peter. Data Collection. Psychology 330 Course Documents. Animal Behavior Lab. University of Washington; Emerson, Robert M. Contemporary Field Research: Perspectives and Formulations. 2nd ed. Prospect Heights, IL: Waveland Press, 2001; Emerson, Robert M. et al. “Participant Observation and Fieldnotes.” In Handbook of Ethnography. Paul Atkinson et al., eds. (Thousand Oaks, CA: Sage, 2001), 352-368; Emerson, Robert M. et al. Writing Ethnographic Fieldnotes. 2nd ed. Chicago, IL: University of Chicago Press, 2011; Ethnography, Observational Research, and Narrative Inquiry . Writing@CSU. Colorado State University; Pace, Tonio. Writing Field Reports . Scribd Online Library; Pyrczak, Fred and Randall R. Bruce. Writing Empirical Research Reports: A Basic Guide for Students of the Social and Behavioral Sciences. 5th ed. Glendale, CA: Pyrczak Publishing, 2005; Report Writing . UniLearning. University of Wollongong, Australia; Wolfinger, Nicholas H. On Writing Fieldnotes: Collection Strategies and Background Expectancies.” Qualitative Research 2 (April 2002): 85-95; Writing Reports . Anonymous. The Higher Education Academy.

Structure and Writing Style

How you choose to format your field report is determined by the research problem, the theoretical perspective that is driving your analysis, the observations that you make, and/or specific guidelines established by your professor. Since field reports do not have a standard format, it is worthwhile to determine from your professor what the preferred organization should be before you begin to write. Note that field reports should be written in the past tense. With this in mind, most field reports in the social sciences include the following elements:

I.  Introduction The introduction should describe the specific objective and important theories or concepts underpinning your field study. The introduction should also describe the nature of the organization or setting where you are conducting the observation, what type of observations you have conducted, what your focus was, when you observed, and the methods you used for collecting the data. You should also include a review of pertinent literature.

II.  Description of Activities

Your readers only knowledge and understanding of what happened will come from the description section of your report because they have not been witness to the situation, people, or events that you are writing about. Given this, it is crucial that you provide sufficient details to place the analysis that will follow into proper context; don't make the mistake of providing a description without context. The description section of a field report is similar to a well written piece of journalism. Therefore, a helpful approach to systematically describing the varying aspects of an observed situation is to answer the "Five W’s of Investigative Reporting." These are:

• What -- describe what you observed. Note the temporal, physical, and social boundaries you imposed to limit the observations you made. What were your general impressions of the situation you were observing. For example, as a student teacher, what is your impression of the application of iPads as a learning device in a history class; as a cultural anthropologist, what is your impression of women participating in a Native American religious ritual?
• Where -- provide background information about the setting of your observation and, if necessary, note important material objects that are present that help contextualize the observation [e.g., arrangement of computers in relation to student engagement with the teacher].
• When -- record factual data about the day and the beginning and ending time of each observation. Note that it may also be necessary to include background information or key events which impact upon the situation you were observing [e.g., observing the ability of teachers to re-engage students after coming back from an unannounced fire drill].
• Who -- note the participants in the situation in terms of age, gender, ethnicity, and/or any other variables relevant to your study. Record who is doing what and saying what, as well as, who is not doing or saying what. If relevant, be sure to record who was missing from the observation.
• Why -- why were you doing this? Describe the reasons for selecting particular situations to observe. Note why something happened. Also note why you may have included or excluded certain information.

III.  Interpretation and Analysis

Always place the analysis and interpretations of your field observations within the larger context of the theories and issues you described in the introduction. Part of your responsibility in analyzing the data is to determine which observations are worthy of comment and interpretation, and which observations are more general in nature. It is your theoretical framework that allows you to make these decisions. You need to demonstrate to the reader that you are looking at the situation through the eyes of an informed viewer, not as a lay person.

Here are some questions to ask yourself when analyzing your observations:

• What is the meaning of what you have observed?
• Why do you think what you observed happened? What evidence do you have for your reasoning?
• What events or behaviors were typical or widespread? If appropriate, what was unusual or out of ordinary? How were they distributed among categories of people?
• Do you see any connections or patterns in what you observed?
• Why did the people you observed proceed with an action in the way that they did? What are the implications of this?
• Did the stated or implicit objectives of what you were observing match what was achieved?
• What were the relative merits of the behaviors you observed?
• What were the strengths and weaknesses of the observations you recorded?
• Do you see connections between what you observed and the findings of similar studies identified from your review of the literature?
• How do your observations fit into the larger context of professional practice? In what ways have your observations possibly changed your perceptions of professional practice?
• Have you learned anything from what you observed?

NOTE: Only base your interpretations on what you have actually observed. Do not speculate or manipulate your observational data to fit into your study's theoretical framework.

IV.  Conclusion and Recommendations

The conclusion should briefly recap of the entire study, reiterating the importance or significance of your observations. Avoid including any new information. You should also state any recommendations you may have. Be sure to describe any unanticipated problems you encountered and note the limitations of your study. The conclusion should not be more than two or three paragraphs.

V.  Appendix

This is where you would place information that is not essential to explaining your findings, but that supports your analysis [especially repetitive or lengthy information], that validates your conclusions, or that contextualizes a related point that helps the reader understand the overall report. Examples of information that could be included in an appendix are figures/tables/charts/graphs of results, statistics, pictures, maps, drawings, or, if applicable, transcripts of interviews. There is no limit to what can be included in the appendix or its format [e.g., a DVD recording of the observation site], provided that it is relevant to the study's purpose and reference is made to it in the report. If information is placed in more than one appendix ["appendices"], the order in which they are organized is dictated by the order they were first mentioned in the text of the report.

VI.  References

List all sources that you consulted and obtained information from while writing your field report. Note that field reports generally do not include further readings or an extended bibliography. However, consult with your professor concerning what your list of sources should be included. Be sure to write them in the preferred citation style of your discipline [i.e., APA, Chicago, MLA, etc.].

Alderks, Peter. Data Collection. Psychology 330 Course Documents. Animal Behavior Lab. University of Washington; Emerson, Robert M. Contemporary Field Research: Perspectives and Formulations. 2nd ed. Prospect Heights, IL: Waveland Press, 2001; Emerson, Robert M. et al. “Participant Observation and Fieldnotes.” In Handbook of Ethnography. Paul Atkinson et al., eds. (Thousand Oaks, CA: Sage, 2001), 352-368; Emerson, Robert M. et al. Writing Ethnographic Fieldnotes. 2nd ed. Chicago, IL: University of Chicago Press, 2011; Ethnography, Observational Research, and Narrative Inquiry . Writing@CSU. Colorado State University; Pace, Tonio. Writing Field Reports . Scribd Online Library; Pyrczak, Fred and Randall R. Bruce. Writing Empirical Research Reports: A Basic Guide for Students of the Social and Behavioral Sciences. 5th ed. Glendale, CA: Pyrczak Publishing, 2005; Report Writing. UniLearning. University of Wollongong, Australia; Wolfinger, Nicholas H. On Writing Fieldnotes: Collection Strategies and Background Expectancies.” Qualitative Research 2 (April 2002): 85-95; Writing Reports. Anonymous. The Higher Education Academy.

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Conducting Field Research

Some of the most valuable information in the world isn't located in a library or online. Field research is a way of unearthing that information. If you enjoy meeting and talking with people and don't mind what reporters call "legwork," you will relish the fun and satisfaction of obtaining ideas and information first hand.

Field research can be an extraordinarily exciting and rewarding experience leading to important discoveries and breakthrough ideas. Its goal is the same as research done in the library or on the Internet: to gather information that contributes to your understanding of an issue or question and to organize those findings in a cohesive and persuasive document that proposes a new insight, answer or solution.

Far from being at odds with one another-philosophically or practically-these three research techniques actually complement each other. Library and Internet research provides critical background information that prepares the researcher for making observations, and conducting interviews and surveys in the field.

The results will verify or refute, inform and help shape the answer to your research question.

Observing in the Field

First-hand observations will often be a key component in your research project. Your task is to take it all in, recording what you observe while being as unobtrusive as possible. You will want to take notes for future reference: interesting facts, telling details and sensory impressions (sights, sounds and smells), all help when it comes time to reconstruct your observations on paper.

Before you begin, it's important to do a little "legwork". Library and Internet research will help you build a list of possible sites from which to conduct your observation. Depending on the type of site you wish to observe, you may or may not need permission. It's important to find out.

A few phone calls or email inquiries will identify the contact person from whom you can get that information and the procedures you will be expected to follow. You may need to schedule an appointment, for instance.

A private business or a school will likely require identification when you arrive, so be prepared. You might ask your instructor for a statement on college or department letterhead declaring that you are a bona fide student and some specifics about your project and what you intend to do with the results.

In addition to note-taking, you may want to take some photographs or video-tape while observing. Permission for this will also likely be required, as well as waivers or releases signed by the human subjects involved.

Finally, before leaving the observation site, it's a good idea to schedule or request permission for a follow-up visit. When evaluating your initial observations it is highly likely that you will find gaps in your information that can only be filled by further observation. It is also quite possible that your evaluation will produce new ideas or expose areas of interest, previously unthought-of, that you may like to pursue. If not, you can always cancel the follow-up.

Interviewing Experts

Sometimes, the best information comes "straight from the horse's mouth". An interview is a conversation with a purpose; that being, to gather information from a person with first-hand knowledge-a primary source. Whenever possible, arrange a meeting with an expert in the field of your inquiry. Or, if you are investigating a particular group of people, interview a typical member, someone who represents the whole group and can speak for all of them.

You'll be surprised just how many people, from all walks of life, are willing to be interviewed-some even flattered by your attention. Choose them carefully. Regardless of who they are, prepare to interview them thoroughly. Chapter 4 "Writing from Conversation," in the Bedford Guide to Writing, offers some good advice:

• Make an appointment and schedule enough time-at least an hour.
• Be prompt and be prepared. Bring a list of carefully thought-out questions.
• Make sure your subject is willing to be quoted in writing.
• Really listen. This is the art of the interview. Let the person open up.
• Be flexible and allow the interview to go in unexpected directions.
• If a question goes unanswered, go on to the next question. You may be able to come back to it later.
• At the end of the interview, be sure to confirm any direct quotations you may use in your document.
• Make additional notes immediately after the interview, while the conversation is still fresh in your mind.

Be sure to take notes during the interview. These will come in handy later, when you reconstruct the interview on paper. Even when audio-recording, you should do this: In addition to recording important points and accurate quotations, notes allow you to record details that do not lend themselves to audio-recording. Your subject's mood, appearance and behavior, for instance, as well as your sensory impressions of the interview setting will come in handy when you begin constructing your document.

If an expert isn't readily available-perhaps the nearest one is too far away-you may be able to arrange a telephone interview. Make an appointment for a time convenient for both you and your subject. A busy person may not be able to give you even ten minutes on the spur of a moment, but all the time in the world if arranged for in advance. A further word of advice, don't try to wing-it; have written questions in hand before you dial. Take notes and follow all the other rules just as if you were doing the interview in person.

Note: Federal regulations forbid recording an interview over the phone without notifying the person being interviewed. When recording over the phone, you must also use a recorder connector with a warning device that emits a beeping signal at fifteen second intervals.

Corresponding with Experts

Is there a person whose knowledge or opinions you'd like to include in your research gathering but who lives too far away for a personal interview? A letter or e-mail message may do the trick. Be sure to make it short and polite. If you're sending a letter, it's a real good idea to enclose a stamped, self-addressed envelope along with your questions. And, if you're using e-mail, place your questions directly into the text of your email message so that the recipient can respond using the reply button.

Large corporations and organizations, branches of the military and the federal government as well as elected officials are all accustomed to being solicited in this manner. In fact, many of them employ public relations officers whose duties include responding to such solicitation. They will often supply you with free brochures, press releases and other source materials geared toward your inquiry.

Conducting Surveys

Surveys and questionnaires are as much a part of contemporary life as iPods and cell phones. In fact, many people enjoy having their knowledge tapped or their opinion solicited. Filling out a questionnaire can even have a game-like appeal: self-quiz features appear in popular magazines and tabloid newspapers all the time. "How Ambitious Are You?" will headline a thirty-question quiz that you can score yourself. Used judiciously, and with the following points in mind, you may find it useful to conduct a small survey yourself, as part of a research project.

Survey Basics

As a rule, professional pollsters, opinion testers, and survey takers solicit thousands of individuals when exploring the answers to a question. They are chosen to represent either a certain segment of society or a broad range of the populace diversified in geography, income, ethnic background, and education.

The purpose of a survey may be to inform a manufacturer when test-marketing a new product or identifying a new market. Politicians use them to plan their campaigns and judge the mood of their constituents. Regardless, they are widely used because they deliver large stores of useful information quickly and efficiently.

Few student research-writers conduct such extensive surveys as the time, money and effort required is prohibitive. For smaller, less prohibitive surveys then, it is best to report the results of your survey in non-statistical terms.

It's one thing to say that "many of the students" who filled out a questionnaire on reading habits hadn't read a newspaper in the past month; it's another to claim such is true of "seventy-two percent" of the student population when you were only able to give questionnaires to the twenty-two percent who were in the dining hall the day you were there and half of those threw them in the trash on the way out.

A far more useful and reliable way to use a questionnaire is to think of it as a group interview. Use it when you want to collect the same information from a large number of people or when you're more interested in what a group thinks as a whole than what a particular individual thinks. Treat the information you collect as representative and use your findings to build an overall knowledge of the subject or to cull them for interesting or persuasive details and quotations.

Define Your Purpose

If you think you want to use a survey to gather information, you need have a clearly defined purpose. You need to ask yourself:

• What am I trying to discover with this questionnaire?

You will want to build questions that are well thought out and which fulfill your purpose. If, for instance, you want to know how effective a day-care center is in the eyes of working mothers who entrust their children to it's care, you might ask questions like:

• Do your children report that they are happy there?
• Have you ever had reason to complain?
• If so, about what?

Keep it Simple

Any questionnaire you design has to be one that people are willing to answer. The main point is to make participation easy and inviting. If it's too complex or time-consuming, the recipient may throw it away.

Ask questions that call for a check mark in a list of alternative answers, a simple yes or no, or one word (at the most, just a few). As you write each question, check carefully for how well it fits your stated purpose. Check for ambiguity and whether they will elicit the kind of responses for which you are looking. It's a good idea to ask for just one piece of information per question.

Ask Open-Ended Questions

In addition to simple yes/no and multiple-choice questions, you might find it worth while to ask a few "open-ended questions". These call for short written responses. Although they are typically difficult to tally and are likely to draw a smaller number of responses, those you do get might supply a memorable quote or suggest some new ideas when you assess and analyze the results.

Avoid Slanted Questions

Be careful to build unbiased questions that will solicit factual responses. Don't ask:

• How religious are you?

You want to be able to report actual numbers or draw logical inferences about the respondents. Better questions might be:

• What is your religious affiliation?
• How often do you attend religious services?

Make it Easy for People to Respond

Whenever possible, distribute questionnaire at the end of a meeting or discussion. If that's not possible, assemble a group and have them fill out your questionnaire on the spot-at an evening coffee for parents with children in day-care, for instance. Facing them, you can explain the purpose of your research and invite questions, the answers to which will instill confidence and build interest.

If you must mail your questionnaire, include a concise letter explaining your purpose and what use you will make of the replies along with a self-addressed, stamped envelope. You might also indicate how much time will be required: no more than ten minutes, for instance, or some estimate identifying the task as reasonable and easy.

Professional pollsters often offer a small inducement, a morsel of bait to increase the rate of response: a small check or a coupon good for a free jar of pickles. You might promise a copy of your finished document, a brief report of the results, or a listing of each respondent's name in an acknowledgment.

Even with such inducements, professionals find a response rate of fifty percent or higher difficult, if not impossible, to achieve. That is why they often conduct surveys by telephone, with the caller filling in the questionnaire for the respondent. You might also use this technique, but better results will come if you distribute your questionnaire in person.

Tally the Results

When all the responses that you can reasonably expect to collect have been received, sit down and tally up the results. It's easy to count the short answers: the yes's and no's and the one word answers-like Republican or Democrat-but the longer ones are more difficult.

• What is your goal in life?

The answers to open-ended questions need to be summed up or paraphrased and then sorted into rough categories.

• To grow rich
• To serve humanity
• To save my soul

Similar responses can be lumped together and counted, accurately measuring the extent of, or pattern to, the available responses.

Media Genres: Television, Radio, Film, etc.

Intriguing possibilities for field research lie in the media. For a research paper about television and radio, movies, theater or music, you may find the materials close at hand. In the case of television, it's as close as the remote.

Our only advice is to review plenty: watch (or listen) to a large amount before drawing conclusions. Use a VCR, DVD, or other audio-video recording device to keep track of your research and to preserve a record for future reference.

Transcripts, broadcast tapes or telecasts may be available on request, or for a small fee, from network or cable stations. Call, write or email your inquiries.

Lectures, Conferences, Online Forums, and Other Public Discussions

Field research often involves attending a lecture, conference or other public discussion. College organizations frequently bring interesting speakers to campus: the science club might sponsor a nationally known marine biologist, for instance, or the film club might bring in the producer of a successful television program.

Likewise, bound by mutual affiliation, professionals and members of special-interest groups are brought together at regularly scheduled regional and national conferences across this country every day. Regardless of cost, you may want to attend one that addresses your particular research interests.

Health-care providers, legal experts, engineers, scientists and teachers attend them frequently in the course of their professional duties and to further they're careers. You can do the same. They can be a fertile source of fresh ideas and are often open to the public: sometimes admission is free or student discounts are available.

Regardless of cost, attending a professional conference affords an opportunity for taking notes at lectures given by experts and the chance to meet and talk with speakers and fellow attendees as well as to learn and practice the language of a discipline. In addition, you may be able to obtain a copy of the proceedings-usually a set of all the lectures delivered, sometimes with accompanying commentary.

Be on the lookout as well for online discussions such as Chat Room sessions sponsored by Yahoo or CNN Online-that are relevant to your research topic. You can participate in the discussion as an observer, or participate by posting questions. Remember to use your Chat Room program to record the session for later review. You can learn how to record a transcript by consulting the program's online help.

Palmquist, Mike, & Peter Connor. (2007). Conducting Field Research. Writing@CSU . Colorado State University. https://writing.colostate.edu/guides/guide.cfm?guideid=23

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Writing a Research Paper Introduction | Step-by-Step Guide

Published on September 24, 2022 by Jack Caulfield . Revised on March 27, 2023.

The introduction to a research paper is where you set up your topic and approach for the reader. It has several key goals:

• Present your topic and get the reader interested
• Provide background or summarize existing research
• Position your own approach
• Detail your specific research problem and problem statement
• Give an overview of the paper’s structure

The introduction looks slightly different depending on whether your paper presents the results of original empirical research or constructs an argument by engaging with a variety of sources.

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Table of contents

Step 1: introduce your topic, step 2: describe the background, step 3: establish your research problem, step 4: specify your objective(s), step 5: map out your paper, research paper introduction examples, frequently asked questions about the research paper introduction.

The first job of the introduction is to tell the reader what your topic is and why it’s interesting or important. This is generally accomplished with a strong opening hook.

The hook is a striking opening sentence that clearly conveys the relevance of your topic. Think of an interesting fact or statistic, a strong statement, a question, or a brief anecdote that will get the reader wondering about your topic.

For example, the following could be an effective hook for an argumentative paper about the environmental impact of cattle farming:

A more empirical paper investigating the relationship of Instagram use with body image issues in adolescent girls might use the following hook:

Don’t feel that your hook necessarily has to be deeply impressive or creative. Clarity and relevance are still more important than catchiness. The key thing is to guide the reader into your topic and situate your ideas.

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This part of the introduction differs depending on what approach your paper is taking.

In a more argumentative paper, you’ll explore some general background here. In a more empirical paper, this is the place to review previous research and establish how yours fits in.

Argumentative paper: Background information

After you’ve caught your reader’s attention, specify a bit more, providing context and narrowing down your topic.

Provide only the most relevant background information. The introduction isn’t the place to get too in-depth; if more background is essential to your paper, it can appear in the body .

Empirical paper: Describing previous research

For a paper describing original research, you’ll instead provide an overview of the most relevant research that has already been conducted. This is a sort of miniature literature review —a sketch of the current state of research into your topic, boiled down to a few sentences.

This should be informed by genuine engagement with the literature. Your search can be less extensive than in a full literature review, but a clear sense of the relevant research is crucial to inform your own work.

Begin by establishing the kinds of research that have been done, and end with limitations or gaps in the research that you intend to respond to.

The next step is to clarify how your own research fits in and what problem it addresses.

Argumentative paper: Emphasize importance

In an argumentative research paper, you can simply state the problem you intend to discuss, and what is original or important about your argument.

Empirical paper: Relate to the literature

In an empirical research paper, try to lead into the problem on the basis of your discussion of the literature. Think in terms of these questions:

• What research gap is your work intended to fill?
• What limitations in previous work does it address?
• What contribution to knowledge does it make?

You can make the connection between your problem and the existing research using phrases like the following.

Now you’ll get into the specifics of what you intend to find out or express in your research paper.

The way you frame your research objectives varies. An argumentative paper presents a thesis statement, while an empirical paper generally poses a research question (sometimes with a hypothesis as to the answer).

Argumentative paper: Thesis statement

The thesis statement expresses the position that the rest of the paper will present evidence and arguments for. It can be presented in one or two sentences, and should state your position clearly and directly, without providing specific arguments for it at this point.

Empirical paper: Research question and hypothesis

The research question is the question you want to answer in an empirical research paper.

Present your research question clearly and directly, with a minimum of discussion at this point. The rest of the paper will be taken up with discussing and investigating this question; here you just need to express it.

A research question can be framed either directly or indirectly.

• This study set out to answer the following question: What effects does daily use of Instagram have on the prevalence of body image issues among adolescent girls?
• We investigated the effects of daily Instagram use on the prevalence of body image issues among adolescent girls.

If your research involved testing hypotheses , these should be stated along with your research question. They are usually presented in the past tense, since the hypothesis will already have been tested by the time you are writing up your paper.

For example, the following hypothesis might respond to the research question above:

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The final part of the introduction is often dedicated to a brief overview of the rest of the paper.

In a paper structured using the standard scientific “introduction, methods, results, discussion” format, this isn’t always necessary. But if your paper is structured in a less predictable way, it’s important to describe the shape of it for the reader.

If included, the overview should be concise, direct, and written in the present tense.

• This paper will first discuss several examples of survey-based research into adolescent social media use, then will go on to …
• This paper first discusses several examples of survey-based research into adolescent social media use, then goes on to …

Full examples of research paper introductions are shown in the tabs below: one for an argumentative paper, the other for an empirical paper.

• Argumentative paper
• Empirical paper

Are cows responsible for climate change? A recent study (RIVM, 2019) shows that cattle farmers account for two thirds of agricultural nitrogen emissions in the Netherlands. These emissions result from nitrogen in manure, which can degrade into ammonia and enter the atmosphere. The study’s calculations show that agriculture is the main source of nitrogen pollution, accounting for 46% of the country’s total emissions. By comparison, road traffic and households are responsible for 6.1% each, the industrial sector for 1%. While efforts are being made to mitigate these emissions, policymakers are reluctant to reckon with the scale of the problem. The approach presented here is a radical one, but commensurate with the issue. This paper argues that the Dutch government must stimulate and subsidize livestock farmers, especially cattle farmers, to transition to sustainable vegetable farming. It first establishes the inadequacy of current mitigation measures, then discusses the various advantages of the results proposed, and finally addresses potential objections to the plan on economic grounds.

The rise of social media has been accompanied by a sharp increase in the prevalence of body image issues among women and girls. This correlation has received significant academic attention: Various empirical studies have been conducted into Facebook usage among adolescent girls (Tiggermann & Slater, 2013; Meier & Gray, 2014). These studies have consistently found that the visual and interactive aspects of the platform have the greatest influence on body image issues. Despite this, highly visual social media (HVSM) such as Instagram have yet to be robustly researched. This paper sets out to address this research gap. We investigated the effects of daily Instagram use on the prevalence of body image issues among adolescent girls. It was hypothesized that daily Instagram use would be associated with an increase in body image concerns and a decrease in self-esteem ratings.

The introduction of a research paper includes several key elements:

• A hook to catch the reader’s interest
• Relevant background on the topic
• Details of your research problem

and your problem statement

• A thesis statement or research question
• Sometimes an overview of the paper

Don’t feel that you have to write the introduction first. The introduction is often one of the last parts of the research paper you’ll write, along with the conclusion.

This is because it can be easier to introduce your paper once you’ve already written the body ; you may not have the clearest idea of your arguments until you’ve written them, and things can change during the writing process .

The way you present your research problem in your introduction varies depending on the nature of your research paper . A research paper that presents a sustained argument will usually encapsulate this argument in a thesis statement .

A research paper designed to present the results of empirical research tends to present a research question that it seeks to answer. It may also include a hypothesis —a prediction that will be confirmed or disproved by your research.

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Refers to notes created by the researcher during the act of conducting a field study to remember and record the behaviors, activities, events, and other features of an observation. Field notes are intended to be read by the researcher as evidence to produce meaning and an understanding of the culture, social situation, or phenomenon being studied. The notes may constitute the whole data collected for a research study [e.g., an observational project] or contribute to it, such as when field notes supplement conventional interview data or other techniques of data gathering.

Schwandt, Thomas A. The SAGE Dictionary of Qualitative Inquiry . 4th edition. Thousand Oaks, CA: SAGE, 2015.

How to Approach Writing Field Notes

The ways in which you take notes during an observational study is very much a personal decision developed over time as you become more experienced in fieldwork. However, all field notes generally consist of two parts:

• Descriptive information , in which you attempt to accurately document factual data [e.g., date and time] along with the settings, actions, behaviors, and conversations that you observe; and,
• Reflective information , in which you record your thoughts, ideas, questions, and concerns during the observation.

Note that field notes should be fleshed out as soon as possible after an observation is completed. Your initial notes may be recorded in cryptic form and, unless additional detail is added as soon as possible after the observation, important facts and opportunities for fully interpreting the data may be lost.

Characteristics of Field Notes

• Be accurate . You only get one chance to observe a particular moment in time so, before you conduct your observations, practice taking notes in a setting that is similar to your observation site in regards to number of people, the environment, and social dynamics. This will help you develop your own style of transcribing observations quickly and accurately.
• Be organized . Taking accurate notes while you are actively observing can be difficult. Therefore, it is important that you plan ahead how you will document your observation study [e.g., strictly chronologically or according to specific prompts]. Notes that are disorganized will make it more difficult for you to interpret the data.
• Be descriptive . Use descriptive words to document what you observe. For example, instead of noting that a classroom appears "comfortable," state that the classroom includes soft lighting and cushioned chairs that can be moved around by the students. Being descriptive means supplying yourself with enough factual evidence that you don't end up making assumptions about what you meant when you write the final report.
• Focus on the research problem . Since it's impossible to document everything you observe, focus on collecting the greatest detail that relates to the research problem and the theoretical constructs underpinning your research; avoid cluttering your notes with irrelevant information. For example, if the purpose of your study is to observe the discursive interactions between nursing home staff and the family members of residents, then it would only be necessary to document the setting in detail if it in some way directly influenced those interactions [e.g., there is a private room available for discussions between staff and family members].
• Record insights and thoughts . As you take notes, be thinking about the underlying meaning of what you observe and record your thoughts and ideas accordingly. If needed, this will help you to ask questions or seek clarification from participants after the observation. To avoid any confusion, subsequent comments from participants should be included in a separate, reflective part of your field notes and not merged with the descriptive notes.

General Guidelines for the Descriptive Content

The descriptive content of your notes can vary in detail depending upon what needs to be emphasized in order to address the research problem. However, in most observations, your notes should include at least some of the following elements:

• Describe the physical setting.
• Describe the social environment and the way in which participants interacted within the setting. This may include patterns of interactions, frequency of interactions, direction of communication patterns [including non-verbal communication], and patterns of specific behavioral events, such as, conflicts, decision-making, or collaboration.
• Describe the participants and their roles in the setting.
• Describe, as best you can, the meaning of what was observed from the perspectives of the participants.
• Record exact quotes or close approximations of comments that relate directly to the purpose of the study.
• Describe any impact you might have had on the situation you observed [important!].

General Guidelines for the Reflective Content

You are the instrument of data gathering and interpretation. Therefore, reflective content can include any of the following elements intended to contextualize what you have observed based on your perspective and your own personal, cultural, and situational experiences .

• Note ideas, impressions, thoughts, and/or any criticisms you have about what you observed.
• Include any unanswered questions or concerns that have arisen from analyzing the observation data.
• Clarify points and/or correct mistakes and misunderstandings in other parts of field notes.
• Include insights about what you have observed and speculate as to why you believe specific phenomenon occurred.
• Record any thoughts that you may have regarding any future observations.

NOTE:   Analysis of your field notes should occur as they are being written and while you are conducting your observations. This is important for at least two reasons. First, preliminary analysis fosters self-reflection and self-reflection is crucial for facilitating deep understanding and meaning-making in any research study. Second, preliminary analysis reveals emergent themes. Identifying emergent themes while observing allows you to shift your attention in ways that can foster a more developed investigation.

Emerson, Robert M. et al. Writing Ethnographic Fieldnotes . 2nd ed. Chicago, IL: University of Chicago Press, 2011; Ethnography, Observational Research, and Narrative Inquiry. Writing@CSU. Colorado State University; Gambold, Liesl L. “Field Notes.” In Encyclopedia of Case Study Research . Edited by Albert J. Mills, Gabrielle Durepos, and Elden Wiebe. Thousand Oaks, CA: SAGE, 2010; Pace, Tonio. Writing Field Reports. Scribd Online Library; Pyrczak, Fred and Randall R. Bruce. Writing Empirical Research Reports: A Basic Guide for Students of the Social and Behavioral Sciences . 5th ed. Glendale, CA: Pyrczak Publishing, 2005; Report Writing. UniLearning. University of Wollongong, Australia; Ravitch,  Sharon M. “Field Notes.” In The SAGE Encyclopedia of Educational Research, Measurement, and Evaluation . Edited by Bruce B. Frey. Thousand Oaks, CA: SAGE, 2018; Tenzek, Kelly E. “Field Notes.” In The SAGE Encyclopedia of Communication Research Methods . Edited by Mike Allen. Thousand Oaks, CA: SAGE, 2017; Wolfinger, Nicholas H. "On Writing Fieldnotes: Collection Strategies and Background Expectancies.” Qualitative Research 2 (April 2002): 85-95; Writing Reports. Anonymous. The Higher Education Academy.

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Field Research : Definition, Examples & Methodology

• August 19, 2021

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Table of Contents

What is field research.

Field Research is a method of collecting qualitative data with the aim to understand, observe, and interact with people in their natural setting. It requires specialized market research tools . The goal is to understand how a subject behaves in a specific setting to identify how different variables in this setting may be interacting with the subject. Field research is used most in the field of social science, such as anthropology and health care professions, as in these fields it is vital to create a bridge between theory and practice.

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Methods of Field Research

There are 4 main methods of conducting field research, and they are as follows:

• Ethnography

Ethnography is a kind of fieldwork that aims to record and analyse a particular culture, society, or community. This method defines social anthropology, and it usually involves the complete immersion of an anthropologist in the culture and everyday life of the community they are trying to study.

      2. Qualitative Interviews

The goal of qualitative interviews is to provide a researcher with a breadth of information that they can sift through in order to make inferences of their sample group. It does so through interviews by directly asking participants questions. There are three types of qualitative interviews; informal, conversational, and open ended.

     3. Direct observation

This method of field research involves researchers gathering information on their subject through close visual inspection in their natural setting. The researcher, and in this case the observer, remains unobtrusive and detached in order to not influence the behavior of their subject. 

     4. Participant Observation 

In this method of field research, the researchers join people by participating in certain group activities relating to their study in order to observe the participants in the context of said activity. 

Steps to conduct Field Research

The following are some key steps taken in conducting field research:

• Identifying and obtaining a team of researchers who are specialized in the field of research of the study.
• Identifying the right method of field research for your research topic. The various methods of field research are discussed above. A lot of factors will play a role in deciding what method a researcher chooses, such as duration of the study, financial limitations, and type of study.
• Visiting the site/setting of the study in order to study the main subjects of the study.
• Analyzing the data collected through field research.
• Constructively communicating the results of the field research, whether that be through a research paper or newspaper article etc.

Reasons to conduct Field Research

The following are a few reasons as to why field research is conducted, typically via market research tools :

• To understand the context of studies : field research allows researchers to identify the setting of their subjects to draw correlations between how their surroundings may be affecting certain behaviors.
• To acquire in-depth and high quality data :  Field research provides in-depth information as subjects are observed and analysed for a long period of time.
• When there is a lack of data on a certain subject : field research can be used to fill gaps in data that may only be filled through in-depth primary research.

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Examples of field research.

The following are real studies conducted using field research in order to answer questions about human behavior in certain settings:  

• William Foote Whyte used participant observation in his 1942 study to answer the question “How is the social structure of a local “slum” organized?”.  The study involved over 3 years of participation and observations among an Italian community in Boston’s North End.
• Liebow’s study in 1967 involved twenty months of participation and observations among an African American community in Washington, DC, to answer the question “How do the urban poor live?”.
• American sociologist, Cheri Jo Pascoe, conducted eighteen months of observations and interviews in a racially diverse working-class high school to answer the question “How is masculinity constructed by and among high school students, and what does this mean for our understanding of gender and sexuality?”.

Advantages of Field Research

• Can yield detailed data as researchers get to observe their subjects in their own setting.
• May uncover new social facts : Field research can be used to uncover social facts that may not be easily discernible, and that the research participants may also be unaware of.

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Disadvantages of Field Research

• Expensive to collect : most methods of field research involve the researcher to immerse themselves into new settings for long periods of time in order to acquire in-depth data. This can be expensive.
• Time consuming : Field research is time consuming to conduct.
• Information gathered may lack breadth : Field research involves in-depth studies and will usually tend to have a small sample group as researchers may be unable to collect in-depth data from large groups of people.

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Want to Write a Field Study Report? 6 Key Points to Consider!

Research conduction is not just limited to your laboratory, library, or work place setting. As part of your research you may have to step out in the field (any place other than your regular research lab or work station) to collect raw data for analysis and then publish it as a field study report. In this article, we will discuss the elements of a field study report and the key points to consider while writing one!

Table of Contents

What is a Field Study Report?

A field study report is defined as a documentation of analysis of particular phenomena, behaviors, processes based on theories and observations made by the researcher in the field. These observed and analyzed theories are used to identify solutions for a specific project or case report .

What is the Importance of Field Study Report?

• A field study report is important as part of many operational and technical documentation processes in various industries including field services, education, medicine, and management.
• Moreover, it gives detailed information of an observed subject or specimen which is used to analyze and compare data against a theoretical framework .
• It also helps in identifying challenges in implementing solutions to form a standardized protocol.
• Furthermore, it helps in capturing information on resource management and discovering new processes for effective and optimized solutions.

How to Write Field Research Notes?

A field study report begins with an idea and ends with a solution. Hence, while conducting field research, one must follow a planned route of taking notes for proper documentation of the observations made. A successful field study report begins when the researcher is involved in the observational research process of taking proper notes.

Based on the methods, the field research notes are categorized in four different types:

1. Job Notes:

• Researchers use this method of taking field notes whilst they are conducting the study.
• These notes are taken in close proximity and in open sight with the study’s subject.
• These notes are brief, concise, in the form that can be built on by the researcher later while creating the report.

2. Field Notes Proper:

• This method of taking field notes is to expand them immediately after the completion of study.
• These notes are detailed and the words have to be as close to the terms that will be used in the final field study report.

3. Methodological Notes:

• This type of field notes involve research methods used by the researcher, newly proposed research methods, and the way to monitor their progress.
• Methodological notes are either attached with field notes or filed separately. These notes are always placed at the end of the field study report.

4. Journals and Diaries:

• This method of taking notes is an insight into the researcher’s life as it tracks all aspects of the researcher’s life.
• It helps in eliminating any bias that may have affected the field research.

Examples of Things to Document During Field Study

1. Physical Setting:

Observe the characteristics of the space where the study is being conducted.

2. Objects and Material:

The presence, placement, and arrangement of objects that affect the behavior of the subject being studied.

3. Language Used:

Observe the language being used by study participants (in case of human participation).

4. Behavior Cycles:

Document who is performing what behavior at what time and situation.

5. Physical Characteristics of Participants/Subjects:

Observe and note personal characteristics of subjects.

6. Body Movements:

Things such as body posture or facial expressions and assess if these movements support or contradict the language used while communicating.

Data Collection in Field Report (Sampling Techniques)

Data collection process in field study is also known as sampling. It refers to the process used to select a portion of the population for study. Selection of an ideal sampling technique is imperative to obtain the richest possible source of information to answer the research questions.

Different Types of Sampling Techniques:

Ad Libitum Sampling

This technique involves observing whatever seems interesting at the moment. It does not follow an organized system of recording the observations.

Behavior Sampling

This sampling technique involves watching the entire group of subjects and recording each occurrence of a specific behavior of interest with reference to which individuals were involved.

Continuous Recording

This sampling technique includes recording of frequencies, durations, and latencies in a continuous and systematic pattern.

Focal Sampling

The focal sampling technique involves observing one individual/subject for a specified amount of time and recording all instances of that individual’s behavior.

Instantaneous Sampling

The technique of instantaneous sampling involves dividing observation sessions into short intervals by sample points.

One-Zero Sampling

The one-zero sampling technique is similar to instantaneous sampling. It involves recording only if the behaviors of interest have occurred at any time during an interval instead of at the instant of the sampling point.

Scan Sampling

The scan sampling technique involves taking a census of the entire observed group at predetermined time periods and recording what each individual is doing at that moment.

What is the Structure and Writing Style of Field Study Report?

A field study report does not have a standard format; however, the following factors determined its structure and writing style:

• Nature of research problem
• Theoretical perspective that drives the analysis
• Observations made by researcher
• Specific guidelines established by your professor/supervisor

A field study report includes 6 main elements as follows:

1. Introduction

The introduction section should describe the objective and important theories or concepts underpinning your field study. More importantly, it should describe the organization’s nature or setting where you are conducting the observation—the types of observations conducted, the focus of your research study, what was observed, and which methods were used for collecting the data. Furthermore, it is important to include a review of pertinent literature .

2. Description of Activities

It becomes imperative for researchers to provide the information to the readers about what happened during the field study. Hence, you must include the details of all events that take place during your field research.

The description section helps in answering the five “WH” questions as mentioned below:

What did you see and hear in your area of study?

Where does the background information of the research setting is observed and reported?

Why are you conducting this field research?,

The reason behind particular thing happening , and

Why have you included or excluded specific information?

Who are the participants in terms of gender, age, ethnicity, and other relevant variables from your observation?

When is the study being conducted (day or time when occurring actions are observed and noted)?

3. Analysis and Interpretation

While you are on the field conducting the study, you are likely to observe multiple things. However, it is up to you as to which observations do you want to interpret and record in the report. This allows you to show the reader that you are interpreting events like an informed observer. Furthermore, your theoretical framework helps you in making this decision. The analysis and interpretation of your field observations must always be placed in the larger context of the theories described in the introduction.

Some questions to ask yourself when analyzing your observations are as follows:

• What is the meaning of your observations?
• What are the reasons behind the occurrence of the things you observed?
• How typical or widespread are the events and behaviors of the things you observed?
• Are there any connections or patterns in your observations?
• What are the implications of your observations?
• Did your observations match the objective of your study?
• What were the merits of your observations?
• What were the strengths and weaknesses of your recorded observations?
• Are there any connections between your findings and the findings from pertinent literature?
• Do your observations fit into the larger context of the study’s theories?

4. Conclusion and Recommendations

The conclusion of your field study report should summarize your report and emphasize the importance of your observations. This section has to be concise and relevant to your field study and must not include any new information. Furthermore, it is imperative to highlight any recommendations that you may have for readers to consider while conducting similar study. Additionally, describe any unanticipated problems you encountered and note the limitations of your study. Limit your conclusion to around two to three paragraphs.

5. References

The reference section must include every source that you referred to and used while writing your field study report. Since format for writing references may differ for every university, you must consult your professor to understand the format and write it accordingly.

6. Appendix

This section includes information that is not essential to explain your findings, but supports your analysis [especially repetitive or lengthy information]. It validates your conclusions and contextualize a related point. This helps the reader to understand the overall field study report.

6 Key Points to Consider While Writing a Field Study Report

A field study report focuses on factual and observational details of a project case. It must help the reader understand how theory applies to real-world scenarios. Hence, it should cover the circumstances and contributing factors to derive conclusive results from the observed and collated raw data.

Below are the key points to consider while writing a field study report:

1. Define the Objective of Your Field Report

• Ensure that you state the purpose of your field study report clearly.
• Determine the focus of your study and provide the relevant information.
• Define the setting of observations, and the methods used to collect data.

2. Construct a Theoretical Framework

• Creating a theoretical framework helps you in garnering information based on statistics, news, and pertinent literature for better understanding.
• Additionally, it guides you in determining the data that need to be analyzed and set as a baseline for comparison to acquire necessary information.

3. Record Study Observations and Analysis

• Take notes of your observations based on the defined scope of work (SOW).
• Furthermore, achieve and record the detailed plan on how to achieve the set objectives.

4. Include Photo Evidence of Observed Items

• Validate gathered raw data with photographs or videos as evidences.
• This increases the authenticity of your report and the conclusions you derive from it.

5. Record Overall Assessment and Recommendations

• Document all the observed aspects of your study based on gathered analysis and observations.
• Furthermore, clearly explain the observations and discuss the challenges and limitations faced by you while conducting the study.

6. Validate the Observations with a Signature

• After completing your research and documenting it, it is important to declare who is responsible for the reported data.
• Additionally, you must validate your findings in the field study report by signing off with a digital signature at the end of the report.

Did you every try writing a field study report? How difficult or easy was it? What methods do you follow while writing a field report? Let us know about it in the comments section below!

very well written….the enumeration is really commendable dear Bhosale…sweet regards from Nepal..

Very well explained and detailed. The information was relevant to my research. thanks

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Scope and Delimitations in Academic Research

Table of contents

• 1.1 Examples of Elements Included in the Scope
• 2.1 Examples of Delimitations in Research
• 3 Determining the Scope and Delimitation
• 4 Writing the Scope and Delimitations Section
• 5 Conclusion

Understanding the scope and delimitations of a study is crucial for defining its parameters and ensuring focused research efforts. What are delimitations in a research study? These components establish the boundaries within which the research will operate and clarify what the study aims to explore and achieve. This article delves into the significance of clearly defining the scope and every delimitation, how they guide the research focus, and their roles in shaping the research process. Additionally, it provides insights into determining these aspects and articulating them effectively in a research proposal or paper. Transitioning smoothly into the main discussion, let’s explore the importance of scope in research, guiding the focus.

The importance of Clearly Defining the Scope of the Study for Guiding Research Focus

The scope of research delineates its extent or range of inquiry, setting clear parameters for what the study will cover. It’s a foundational aspect that guides every step of the research process, from the formulation of research questions to the interpretation of results. Defining the scope helps in focusing the research efforts, ensuring that the study remains manageable and within realistic bounds.

Understanding the scope and limitation of the study allows researchers to allocate resources efficiently, ensuring that every aspect of the study receives adequate attention. It also helps in avoiding the common pitfall of overreaching, which can dilute the research’s impact and make findings less actionable. By setting a defined scope, researchers can more easily communicate their work’s relevance, limitations and delimitations in the research process to stakeholders, enhancing the credibility and applicability of their findings. Furthermore, a well-defined scope can facilitate a more targeted and effective literature review, laying a solid foundation for the research study.

When navigating the complexities of defining a study’s scope, researchers might seek external support to ensure their research is concise, well-structured, and impactful. A writing service , PapersOwl offers a spectrum tailored to meet academic research’s unique demands. Their expertise can be particularly beneficial in refining research proposals, ensuring the scope is clearly communicated and aligned with academic standards. Engaging with such a service allows researchers to benefit from professional insights, which can enhance the coherence and focus of their work. This collaboration can be instrumental in identifying the most relevant study areas and avoiding unnecessary diversions. With PapersOwl’s support, researchers can ensure their project’s scope is well-defined and compellingly presented, making a strong case for its significance and feasibility. This partnership can be a strategic step towards achieving a study’s specific objectives, ensuring it contributes valuable insights within its defined boundaries.

Examples of Elements Included in the Scope

Defining the scope of a research project is akin to drawing a map for a journey; it outlines the terrain to be explored and the boundaries within which the exploration will occur. This clarity is essential for guiding the research process, ensuring the investigation remains focused and relevant. The scope encompasses various elements, each contributing to the overall direction and integrity of the study. Let’s delve into some of these key elements:

• Research Objectives : The specific aim the study is designed to achieve.
• Geographical Coverage: The physical or virtual locations where the research is conducted.
• Time Frame: The period during which the study takes place, which could range from a few days to several years.
• Subject: The specific topics or issues the research intends to address.
• Population Being Studied: The group of individuals, organizations, or phenomena being investigated.

These components of the scope serve as critical navigational tools in the research journey. They ensure that the study remains grounded in its objectives, relevant to its intended audience or population, and manageable within its temporal and geographical constraints. By carefully defining these elements at the outset, researchers can avoid common pitfalls such as scope creep, where the study’s focus broadens uncontrollably, potentially diluting its impact and significance. A well-defined scope is instrumental in crafting a focused, coherent, and impactful research project.

Role of Delimitations in Qualitative Research

Delimitations in research examples specify the boundaries set by the investigator on what the study will not cover, distinguishing them from limitations, which are potential weaknesses in the study not controlled by the researcher. Delimitations are choices made to narrow the scope of a study, focusing on specific aspects while excluding others. In the intricate tapestry of research design, delimitations play a pivotal role in sharpening the focus and enhancing the clarity of a study. By explicitly stating what the research will not explore, delimitations help prevent the dispersion of the research efforts across too broad an area, thereby increasing the depth and specificity of the investigation. This strategic narrowing allows researchers to concentrate their inquiries on areas most likely to yield impactful insights, making efficient use of available resources and time.

One might wonder how to establish these boundaries effectively without compromising the potential breadth of discovery. Here, the expertise provided by platforms like PapersOwl, particularly their research paper help service, becomes invaluable. Their seasoned professionals can offer guidance on crafting a research design that is both focused and flexible, assisting in identifying and justifying delimitations that enhance the study’s relevance and feasibility. Through such collaboration, researchers can balance the scope and delimitation of the study, ensuring that it remains grounded in its objectives while open to unforeseen insights.

Furthermore, acknowledging delimitations in a research paper demonstrates a researcher’s critical understanding of their study’s context and constraints, enhancing the credibility of their work. It shows a mindful engagement with the research process, recognizing that by setting deliberate boundaries, the study can delve more deeply and meaningfully into its chosen area of inquiry. Thus, when thoughtfully articulated with support from research paper writing help, like that offered by PapersOwl, delimitation in research becomes a testament to the rigor and integrity of its effort.

Examples of Delimitations in Research

Delimitations in research are akin to the guardrails on a highway; they keep the investigation on track and prevent it from veering into less relevant or overly broad territories. Below are some examples of how researchers can apply delimitations to fine-tune their investigations:

• Restricting the Study to Certain Age Groups: Focusing on a specific demographic, such as teenagers or the elderly.
• Geographic Locations: Limiting the research to a particular country, city, or region.
• Specific Periods: Studying a phenomenon during a particular time frame, ignoring other periods.

Setting these research delimitations is not about narrowing the vision of the research, but rather about sharpening its focus. It allows for a more thorough and nuanced exploration of the chosen subjects, leading to more precise findings and general delimitation meaning in research. Delimitations highlight the researcher’s awareness of the study’s scope and commitment to conducting a focused, manageable investigation.

Determining the Scope and Delimitation

Identifying the scope and delimitations of your research involves understanding the research problem deeply and recognizing what is feasible within the constraints of time, resources, and data availability. Strategies for determining these include:

• Reviewing existing literature to identify gaps and opportunities.
• Consulting with experts or advisors to refine research questions.
• Considering data availability and methodological constraints.

Balancing the scope and delimitations involves ensuring the research is neither too broad, unmanageable, nor too narrow, limiting its significance. Crafting a research project that strikes the right balance between breadth and depth is a nuanced task. It requires a researcher to be acutely aware of where their study begins and ends, what it encompasses, and what it intentionally leaves out. This equilibrium is not found in isolation but through a diligent exploration of the field and an understanding of how to best position one’s work within it. A key step in this process is identifying and sourcing relevant literature and data, which can significantly influence the scope of research.

Leveraging resources such as PapersOwl’s guide on how to find sources for research papers can prove invaluable in this phase. This platform provides insights into locating credible and relevant information, ensuring that researchers build their work upon a solid foundation of existing knowledge. By understanding how to navigate the vast, effective ocean of available data, researchers can make informed decisions about the direction and limits of their study. This meticulous preparation is crucial for defining the scope and delimitations and justifying them within the context of the research proposal or paper. It demonstrates a researcher’s commitment to rigor and depth, showing that their choices are informed by a comprehensive understanding of the subject and its existing body of literature.

Writing the Scope and Delimitations Section

Articulating the scope and delimitations in a research paper or proposal is crucial for setting clear expectations. It should clearly define delimitations and what the study will and will not cover, providing a rationale for these choices. Effective wording and structure involve:

• Stating the research objectives and questions upfront.
• Describing the research methodology , data collection methods and analysis.
• Outlining the geographical coverage, time frame, and subject matter.
• Clearly stating the delimitations and the reasons behind them.

The presentation of the scope and delimitations within a research document not only guides the readers through the intentions of the research but also establishes a framework for evaluating the findings. It’s a critical section where transparency and precision are paramount, allowing the audience to grasp the extent of the study and the rationale behind its boundaries. This transparency is essential for the credibility of the research, as it demonstrates a conscious and deliberate effort to focus the investigation and acknowledges the existence of boundaries that the study does not cross.

To ensure clarity and impact, this section should seamlessly integrate with the overall narrative of the research proposal or paper. Researchers are advised to avoid jargon and overly technical language, making the research scope and delimitations accessible to a broader audience. This includes a layperson who may not have deep expertise in the field but an interest in the study’s outcomes. Additionally, it is beneficial to highlight how the defined study scope and delimitations contribute to addressing the research problem, filling knowledge gaps, or exploring uncharted territories.

Moreover, this part of the document offers an opportunity to discuss how the chosen delimitations enhance the study’s focus and depth. By justifying the exclusions, researchers can address potential critiques head-on, reinforcing the methodological choices and underscoring the study’s contribution to the field. This careful articulation ensures that the research is perceived as a well-thought-out endeavor, grounded in a strategic approach to inquiry.

The scope and delimitations of a study are foundational elements that guide the research process, setting clear boundaries and focusing efforts. By defining these aspects clearly, researchers can provide a clear roadmap for their investigation, ensuring that their work is both manageable and relevant. By consciously deciding what to exclude from the study, researchers can intensify their focus on the chosen subject, ensuring that the research efforts are concentrated where they are most needed and can be most effective. These self-imposed boundaries are critical for maintaining the study’s coherence and depth. This clarity not only aids in conducting the research but also in effectively communicating its implications, limits, and outcomes.

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13.1 Formatting a Research Paper

Learning objectives.

• Identify the major components of a research paper written using American Psychological Association (APA) style.
• Apply general APA style and formatting conventions in a research paper.

In this chapter, you will learn how to use APA style , the documentation and formatting style followed by the American Psychological Association, as well as MLA style , from the Modern Language Association. There are a few major formatting styles used in academic texts, including AMA, Chicago, and Turabian:

• AMA (American Medical Association) for medicine, health, and biological sciences
• APA (American Psychological Association) for education, psychology, and the social sciences
• Chicago—a common style used in everyday publications like magazines, newspapers, and books
• MLA (Modern Language Association) for English, literature, arts, and humanities
• Turabian—another common style designed for its universal application across all subjects and disciplines

While all the formatting and citation styles have their own use and applications, in this chapter we focus our attention on the two styles you are most likely to use in your academic studies: APA and MLA.

If you find that the rules of proper source documentation are difficult to keep straight, you are not alone. Writing a good research paper is, in and of itself, a major intellectual challenge. Having to follow detailed citation and formatting guidelines as well may seem like just one more task to add to an already-too-long list of requirements.

Following these guidelines, however, serves several important purposes. First, it signals to your readers that your paper should be taken seriously as a student’s contribution to a given academic or professional field; it is the literary equivalent of wearing a tailored suit to a job interview. Second, it shows that you respect other people’s work enough to give them proper credit for it. Finally, it helps your reader find additional materials if he or she wishes to learn more about your topic.

Furthermore, producing a letter-perfect APA-style paper need not be burdensome. Yes, it requires careful attention to detail. However, you can simplify the process if you keep these broad guidelines in mind:

• Work ahead whenever you can. Chapter 11 “Writing from Research: What Will I Learn?” includes tips for keeping track of your sources early in the research process, which will save time later on.
• Get it right the first time. Apply APA guidelines as you write, so you will not have much to correct during the editing stage. Again, putting in a little extra time early on can save time later.
• Use the resources available to you. In addition to the guidelines provided in this chapter, you may wish to consult the APA website at http://www.apa.org or the Purdue University Online Writing lab at http://owl.english.purdue.edu , which regularly updates its online style guidelines.

General Formatting Guidelines

This chapter provides detailed guidelines for using the citation and formatting conventions developed by the American Psychological Association, or APA. Writers in disciplines as diverse as astrophysics, biology, psychology, and education follow APA style. The major components of a paper written in APA style are listed in the following box.

These are the major components of an APA-style paper:

Body, which includes the following:

• Headings and, if necessary, subheadings to organize the content
• In-text citations of research sources
• References page

All these components must be saved in one document, not as separate documents.

The title page of your paper includes the following information:

• Title of the paper
• Author’s name
• Name of the institution with which the author is affiliated
• Header at the top of the page with the paper title (in capital letters) and the page number (If the title is lengthy, you may use a shortened form of it in the header.)

List the first three elements in the order given in the previous list, centered about one third of the way down from the top of the page. Use the headers and footers tool of your word-processing program to add the header, with the title text at the left and the page number in the upper-right corner. Your title page should look like the following example.

The next page of your paper provides an abstract , or brief summary of your findings. An abstract does not need to be provided in every paper, but an abstract should be used in papers that include a hypothesis. A good abstract is concise—about one hundred fifty to two hundred fifty words—and is written in an objective, impersonal style. Your writing voice will not be as apparent here as in the body of your paper. When writing the abstract, take a just-the-facts approach, and summarize your research question and your findings in a few sentences.

In Chapter 12 “Writing a Research Paper” , you read a paper written by a student named Jorge, who researched the effectiveness of low-carbohydrate diets. Read Jorge’s abstract. Note how it sums up the major ideas in his paper without going into excessive detail.

Write an abstract summarizing your paper. Briefly introduce the topic, state your findings, and sum up what conclusions you can draw from your research. Use the word count feature of your word-processing program to make sure your abstract does not exceed one hundred fifty words.

Depending on your field of study, you may sometimes write research papers that present extensive primary research, such as your own experiment or survey. In your abstract, summarize your research question and your findings, and briefly indicate how your study relates to prior research in the field.

Margins, Pagination, and Headings

APA style requirements also address specific formatting concerns, such as margins, pagination, and heading styles, within the body of the paper. Review the following APA guidelines.

Use these general guidelines to format the paper:

• Set the top, bottom, and side margins of your paper at 1 inch.
• Use double-spaced text throughout your paper.
• Use a standard font, such as Times New Roman or Arial, in a legible size (10- to 12-point).
• Use continuous pagination throughout the paper, including the title page and the references section. Page numbers appear flush right within your header.
• Section headings and subsection headings within the body of your paper use different types of formatting depending on the level of information you are presenting. Additional details from Jorge’s paper are provided.

Begin formatting the final draft of your paper according to APA guidelines. You may work with an existing document or set up a new document if you choose. Include the following:

• Your title page
• The abstract you created in Note 13.8 “Exercise 1”
• Correct headers and page numbers for your title page and abstract

APA style uses section headings to organize information, making it easy for the reader to follow the writer’s train of thought and to know immediately what major topics are covered. Depending on the length and complexity of the paper, its major sections may also be divided into subsections, sub-subsections, and so on. These smaller sections, in turn, use different heading styles to indicate different levels of information. In essence, you are using headings to create a hierarchy of information.

The following heading styles used in APA formatting are listed in order of greatest to least importance:

• Section headings use centered, boldface type. Headings use title case, with important words in the heading capitalized.
• Subsection headings use left-aligned, boldface type. Headings use title case.
• The third level uses left-aligned, indented, boldface type. Headings use a capital letter only for the first word, and they end in a period.
• The fourth level follows the same style used for the previous level, but the headings are boldfaced and italicized.
• The fifth level follows the same style used for the previous level, but the headings are italicized and not boldfaced.

Visually, the hierarchy of information is organized as indicated in Table 13.1 “Section Headings” .

Table 13.1 Section Headings

A college research paper may not use all the heading levels shown in Table 13.1 “Section Headings” , but you are likely to encounter them in academic journal articles that use APA style. For a brief paper, you may find that level 1 headings suffice. Longer or more complex papers may need level 2 headings or other lower-level headings to organize information clearly. Use your outline to craft your major section headings and determine whether any subtopics are substantial enough to require additional levels of headings.

Working with the document you developed in Note 13.11 “Exercise 2” , begin setting up the heading structure of the final draft of your research paper according to APA guidelines. Include your title and at least two to three major section headings, and follow the formatting guidelines provided above. If your major sections should be broken into subsections, add those headings as well. Use your outline to help you.

Because Jorge used only level 1 headings, his Exercise 3 would look like the following:

Citation Guidelines

In-text citations.

Throughout the body of your paper, include a citation whenever you quote or paraphrase material from your research sources. As you learned in Chapter 11 “Writing from Research: What Will I Learn?” , the purpose of citations is twofold: to give credit to others for their ideas and to allow your reader to follow up and learn more about the topic if desired. Your in-text citations provide basic information about your source; each source you cite will have a longer entry in the references section that provides more detailed information.

In-text citations must provide the name of the author or authors and the year the source was published. (When a given source does not list an individual author, you may provide the source title or the name of the organization that published the material instead.) When directly quoting a source, it is also required that you include the page number where the quote appears in your citation.

This information may be included within the sentence or in a parenthetical reference at the end of the sentence, as in these examples.

Epstein (2010) points out that “junk food cannot be considered addictive in the same way that we think of psychoactive drugs as addictive” (p. 137).

Here, the writer names the source author when introducing the quote and provides the publication date in parentheses after the author’s name. The page number appears in parentheses after the closing quotation marks and before the period that ends the sentence.

Addiction researchers caution that “junk food cannot be considered addictive in the same way that we think of psychoactive drugs as addictive” (Epstein, 2010, p. 137).

Here, the writer provides a parenthetical citation at the end of the sentence that includes the author’s name, the year of publication, and the page number separated by commas. Again, the parenthetical citation is placed after the closing quotation marks and before the period at the end of the sentence.

As noted in the book Junk Food, Junk Science (Epstein, 2010, p. 137), “junk food cannot be considered addictive in the same way that we think of psychoactive drugs as addictive.”

Here, the writer chose to mention the source title in the sentence (an optional piece of information to include) and followed the title with a parenthetical citation. Note that the parenthetical citation is placed before the comma that signals the end of the introductory phrase.

David Epstein’s book Junk Food, Junk Science (2010) pointed out that “junk food cannot be considered addictive in the same way that we think of psychoactive drugs as addictive” (p. 137).

Another variation is to introduce the author and the source title in your sentence and include the publication date and page number in parentheses within the sentence or at the end of the sentence. As long as you have included the essential information, you can choose the option that works best for that particular sentence and source.

Citing a book with a single author is usually a straightforward task. Of course, your research may require that you cite many other types of sources, such as books or articles with more than one author or sources with no individual author listed. You may also need to cite sources available in both print and online and nonprint sources, such as websites and personal interviews. Chapter 13 “APA and MLA Documentation and Formatting” , Section 13.2 “Citing and Referencing Techniques” and Section 13.3 “Creating a References Section” provide extensive guidelines for citing a variety of source types.

Writing at Work

APA is just one of several different styles with its own guidelines for documentation, formatting, and language usage. Depending on your field of interest, you may be exposed to additional styles, such as the following:

• MLA style. Determined by the Modern Languages Association and used for papers in literature, languages, and other disciplines in the humanities.
• Chicago style. Outlined in the Chicago Manual of Style and sometimes used for papers in the humanities and the sciences; many professional organizations use this style for publications as well.
• Associated Press (AP) style. Used by professional journalists.

References List

The brief citations included in the body of your paper correspond to the more detailed citations provided at the end of the paper in the references section. In-text citations provide basic information—the author’s name, the publication date, and the page number if necessary—while the references section provides more extensive bibliographical information. Again, this information allows your reader to follow up on the sources you cited and do additional reading about the topic if desired.

The specific format of entries in the list of references varies slightly for different source types, but the entries generally include the following information:

• The name(s) of the author(s) or institution that wrote the source
• The year of publication and, where applicable, the exact date of publication
• The full title of the source
• For books, the city of publication
• For articles or essays, the name of the periodical or book in which the article or essay appears
• For magazine and journal articles, the volume number, issue number, and pages where the article appears
• For sources on the web, the URL where the source is located

The references page is double spaced and lists entries in alphabetical order by the author’s last name. If an entry continues for more than one line, the second line and each subsequent line are indented five spaces. Review the following example. ( Chapter 13 “APA and MLA Documentation and Formatting” , Section 13.3 “Creating a References Section” provides extensive guidelines for formatting reference entries for different types of sources.)

In APA style, book and article titles are formatted in sentence case, not title case. Sentence case means that only the first word is capitalized, along with any proper nouns.

Key Takeaways

• Following proper citation and formatting guidelines helps writers ensure that their work will be taken seriously, give proper credit to other authors for their work, and provide valuable information to readers.
• Working ahead and taking care to cite sources correctly the first time are ways writers can save time during the editing stage of writing a research paper.
• APA papers usually include an abstract that concisely summarizes the paper.
• APA papers use a specific headings structure to provide a clear hierarchy of information.
• In APA papers, in-text citations usually include the name(s) of the author(s) and the year of publication.
• In-text citations correspond to entries in the references section, which provide detailed bibliographical information about a source.

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Research Paper Format – Types, Examples and Templates

Table of Contents

Research paper format is an essential aspect of academic writing that plays a crucial role in the communication of research findings . The format of a research paper depends on various factors such as the discipline, style guide, and purpose of the research. It includes guidelines for the structure, citation style, referencing , and other elements of the paper that contribute to its overall presentation and coherence. Adhering to the appropriate research paper format is vital for ensuring that the research is accurately and effectively communicated to the intended audience. In this era of information, it is essential to understand the different research paper formats and their guidelines to communicate research effectively, accurately, and with the required level of detail. This post aims to provide an overview of some of the common research paper formats used in academic writing.

Research Paper Formats

Research Paper Formats are as follows:

• APA (American Psychological Association) format
• MLA (Modern Language Association) format
• Chicago/Turabian style
• IEEE (Institute of Electrical and Electronics Engineers) format
• AMA (American Medical Association) style
• Harvard style
• Vancouver style
• ACS (American Chemical Society) style
• ASA (American Sociological Association) style
• APSA (American Political Science Association) style

APA (American Psychological Association) Format

Here is a general APA format for a research paper:

• Title Page: The title page should include the title of your paper, your name, and your institutional affiliation. It should also include a running head, which is a shortened version of the title, and a page number in the upper right-hand corner.
• Abstract : The abstract is a brief summary of your paper, typically 150-250 words. It should include the purpose of your research, the main findings, and any implications or conclusions that can be drawn.
• Introduction: The introduction should provide background information on your topic, state the purpose of your research, and present your research question or hypothesis. It should also include a brief literature review that discusses previous research on your topic.
• Methods: The methods section should describe the procedures you used to collect and analyze your data. It should include information on the participants, the materials and instruments used, and the statistical analyses performed.
• Results: The results section should present the findings of your research in a clear and concise manner. Use tables and figures to help illustrate your results.
• Discussion : The discussion section should interpret your results and relate them back to your research question or hypothesis. It should also discuss the implications of your findings and any limitations of your study.
• References : The references section should include a list of all sources cited in your paper. Follow APA formatting guidelines for your citations and references.

Some additional tips for formatting your APA research paper:

• Use 12-point Times New Roman font throughout the paper.
• Double-space all text, including the references.
• Use 1-inch margins on all sides of the page.
• Indent the first line of each paragraph by 0.5 inches.
• Use a hanging indent for the references (the first line should be flush with the left margin, and all subsequent lines should be indented).
• Number all pages, including the title page and references page, in the upper right-hand corner.

APA Research Paper Format Template

APA Research Paper Format Template is as follows:

Title Page:

• Title of the paper
• Author’s name
• Institutional affiliation
• A brief summary of the main points of the paper, including the research question, methods, findings, and conclusions. The abstract should be no more than 250 words.

Introduction:

• Background information on the topic of the research paper
• Research question or hypothesis
• Significance of the study
• Overview of the research methods and design
• Brief summary of the main findings
• Participants: description of the sample population, including the number of participants and their characteristics (age, gender, ethnicity, etc.)
• Materials: description of any materials used in the study (e.g., survey questions, experimental apparatus)
• Procedure: detailed description of the steps taken to conduct the study
• Presentation of the findings of the study, including statistical analyses if applicable
• Tables and figures may be included to illustrate the results

Discussion:

• Interpretation of the results in light of the research question and hypothesis
• Implications of the study for the field
• Limitations of the study
• Suggestions for future research

References:

• A list of all sources cited in the paper, in APA format

Formatting guidelines:

• Double-spaced
• 12-point font (Times New Roman or Arial)
• 1-inch margins on all sides
• Page numbers in the top right corner
• Headings and subheadings should be used to organize the paper
• The first line of each paragraph should be indented
• Quotations of 40 or more words should be set off in a block quote with no quotation marks
• In-text citations should include the author’s last name and year of publication (e.g., Smith, 2019)

APA Research Paper Format Example

APA Research Paper Format Example is as follows:

The Effects of Social Media on Mental Health

University of XYZ

This study examines the relationship between social media use and mental health among college students. Data was collected through a survey of 500 students at the University of XYZ. Results suggest that social media use is significantly related to symptoms of depression and anxiety, and that the negative effects of social media are greater among frequent users.

Social media has become an increasingly important aspect of modern life, especially among young adults. While social media can have many positive effects, such as connecting people across distances and sharing information, there is growing concern about its impact on mental health. This study aims to examine the relationship between social media use and mental health among college students.

Participants: Participants were 500 college students at the University of XYZ, recruited through online advertisements and flyers posted on campus. Participants ranged in age from 18 to 25, with a mean age of 20.5 years. The sample was 60% female, 40% male, and 5% identified as non-binary or gender non-conforming.

Data was collected through an online survey administered through Qualtrics. The survey consisted of several measures, including the Patient Health Questionnaire-9 (PHQ-9) for depression symptoms, the Generalized Anxiety Disorder-7 (GAD-7) for anxiety symptoms, and questions about social media use.

Procedure :

Participants were asked to complete the online survey at their convenience. The survey took approximately 20-30 minutes to complete. Data was analyzed using descriptive statistics, correlations, and multiple regression analysis.

Results indicated that social media use was significantly related to symptoms of depression (r = .32, p < .001) and anxiety (r = .29, p < .001). Regression analysis indicated that frequency of social media use was a significant predictor of both depression symptoms (β = .24, p < .001) and anxiety symptoms (β = .20, p < .001), even when controlling for age, gender, and other relevant factors.

The results of this study suggest that social media use is associated with symptoms of depression and anxiety among college students. The negative effects of social media are greater among frequent users. These findings have important implications for mental health professionals and educators, who should consider addressing the potential negative effects of social media use in their work with young adults.

References :

References should be listed in alphabetical order according to the author’s last name. For example:

• Chou, H. T. G., & Edge, N. (2012). “They are happier and having better lives than I am”: The impact of using Facebook on perceptions of others’ lives. Cyberpsychology, Behavior, and Social Networking, 15(2), 117-121.
• Twenge, J. M., Joiner, T. E., Rogers, M. L., & Martin, G. N. (2018). Increases in depressive symptoms, suicide-related outcomes, and suicide rates among U.S. adolescents after 2010 and links to increased new media screen time. Clinical Psychological Science, 6(1), 3-17.

Note: This is just a sample Example do not use this in your assignment.

MLA (Modern Language Association) Format

MLA (Modern Language Association) Format is as follows:

• Page Layout : Use 8.5 x 11-inch white paper, with 1-inch margins on all sides. The font should be 12-point Times New Roman or a similar serif font.
• Heading and Title : The first page of your research paper should include a heading and a title. The heading should include your name, your instructor’s name, the course title, and the date. The title should be centered and in title case (capitalizing the first letter of each important word).
• In-Text Citations : Use parenthetical citations to indicate the source of your information. The citation should include the author’s last name and the page number(s) of the source. For example: (Smith 23).
• Works Cited Page : At the end of your paper, include a Works Cited page that lists all the sources you used in your research. Each entry should include the author’s name, the title of the work, the publication information, and the medium of publication.
• Formatting Quotations : Use double quotation marks for short quotations and block quotations for longer quotations. Indent the entire quotation five spaces from the left margin.
• Formatting the Body : Use a clear and readable font and double-space your text throughout. The first line of each paragraph should be indented one-half inch from the left margin.

MLA Research Paper Template

MLA Research Paper Format Template is as follows:

• Use 8.5 x 11 inch white paper.
• Use a 12-point font, such as Times New Roman.
• Use double-spacing throughout the entire paper, including the title page and works cited page.
• Set the margins to 1 inch on all sides.
• Use page numbers in the upper right corner, beginning with the first page of text.
• Include a centered title for the research paper, using title case (capitalizing the first letter of each important word).
• Include your name, instructor’s name, course name, and date in the upper left corner, double-spaced.

In-Text Citations

• When quoting or paraphrasing information from sources, include an in-text citation within the text of your paper.
• Use the author’s last name and the page number in parentheses at the end of the sentence, before the punctuation mark.
• If the author’s name is mentioned in the sentence, only include the page number in parentheses.

Works Cited Page

• List all sources cited in alphabetical order by the author’s last name.
• Each entry should include the author’s name, title of the work, publication information, and medium of publication.
• Use italics for book and journal titles, and quotation marks for article and chapter titles.
• For online sources, include the date of access and the URL.

Here is an example of how the first page of a research paper in MLA format should look:

Headings and Subheadings

• Use headings and subheadings to organize your paper and make it easier to read.
• Use numerals to number your headings and subheadings (e.g. 1, 2, 3), and capitalize the first letter of each word.
• The main heading should be centered and in boldface type, while subheadings should be left-aligned and in italics.
• Use only one space after each period or punctuation mark.
• Use quotation marks to indicate direct quotes from a source.
• If the quote is more than four lines, format it as a block quote, indented one inch from the left margin and without quotation marks.
• Use ellipses (…) to indicate omitted words from a quote, and brackets ([…]) to indicate added words.

Works Cited Examples

• Book: Last Name, First Name. Title of Book. Publisher, Publication Year.
• Journal Article: Last Name, First Name. “Title of Article.” Title of Journal, volume number, issue number, publication date, page numbers.
• Website: Last Name, First Name. “Title of Webpage.” Title of Website, publication date, URL. Accessed date.

Here is an example of how a works cited entry for a book should look:

Smith, John. The Art of Writing Research Papers. Penguin, 2021.

MLA Research Paper Example

MLA Research Paper Format Example is as follows:

Your Professor’s Name

Course Name and Number

Date (in Day Month Year format)

Word Count (not including title page or Works Cited)

Title: The Impact of Video Games on Aggression Levels

Video games have become a popular form of entertainment among people of all ages. However, the impact of video games on aggression levels has been a subject of debate among scholars and researchers. While some argue that video games promote aggression and violent behavior, others argue that there is no clear link between video games and aggression levels. This research paper aims to explore the impact of video games on aggression levels among young adults.

Background:

The debate on the impact of video games on aggression levels has been ongoing for several years. According to the American Psychological Association, exposure to violent media, including video games, can increase aggression levels in children and adolescents. However, some researchers argue that there is no clear evidence to support this claim. Several studies have been conducted to examine the impact of video games on aggression levels, but the results have been mixed.

Methodology:

This research paper used a quantitative research approach to examine the impact of video games on aggression levels among young adults. A sample of 100 young adults between the ages of 18 and 25 was selected for the study. The participants were asked to complete a questionnaire that measured their aggression levels and their video game habits.

The results of the study showed that there was a significant correlation between video game habits and aggression levels among young adults. The participants who reported playing violent video games for more than 5 hours per week had higher aggression levels than those who played less than 5 hours per week. The study also found that male participants were more likely to play violent video games and had higher aggression levels than female participants.

The findings of this study support the claim that video games can increase aggression levels among young adults. However, it is important to note that the study only examined the impact of video games on aggression levels and did not take into account other factors that may contribute to aggressive behavior. It is also important to note that not all video games promote violence and aggression, and some games may have a positive impact on cognitive and social skills.

Conclusion :

In conclusion, this research paper provides evidence to support the claim that video games can increase aggression levels among young adults. However, it is important to conduct further research to examine the impact of video games on other aspects of behavior and to explore the potential benefits of video games. Parents and educators should be aware of the potential impact of video games on aggression levels and should encourage young adults to engage in a variety of activities that promote cognitive and social skills.

Works Cited:

• American Psychological Association. (2017). Violent Video Games: Myths, Facts, and Unanswered Questions. Retrieved from https://www.apa.org/news/press/releases/2017/08/violent-video-games
• Ferguson, C. J. (2015). Do Angry Birds make for angry children? A meta-analysis of video game influences on children’s and adolescents’ aggression, mental health, prosocial behavior, and academic performance. Perspectives on Psychological Science, 10(5), 646-666.
• Gentile, D. A., Swing, E. L., Lim, C. G., & Khoo, A. (2012). Video game playing, attention problems, and impulsiveness: Evidence of bidirectional causality. Psychology of Popular Media Culture, 1(1), 62-70.
• Greitemeyer, T. (2014). Effects of prosocial video games on prosocial behavior. Journal of Personality and Social Psychology, 106(4), 530-548.

Chicago/Turabian Style

Chicago/Turabian Formate is as follows:

• Margins : Use 1-inch margins on all sides of the paper.
• Font : Use a readable font such as Times New Roman or Arial, and use a 12-point font size.
• Page numbering : Number all pages in the upper right-hand corner, beginning with the first page of text. Use Arabic numerals.
• Title page: Include a title page with the title of the paper, your name, course title and number, instructor’s name, and the date. The title should be centered on the page and in title case (capitalize the first letter of each word).
• Headings: Use headings to organize your paper. The first level of headings should be centered and in boldface or italics. The second level of headings should be left-aligned and in boldface or italics. Use as many levels of headings as necessary to organize your paper.
• In-text citations : Use footnotes or endnotes to cite sources within the text of your paper. The first citation for each source should be a full citation, and subsequent citations can be shortened. Use superscript numbers to indicate footnotes or endnotes.
• Bibliography : Include a bibliography at the end of your paper, listing all sources cited in your paper. The bibliography should be in alphabetical order by the author’s last name, and each entry should include the author’s name, title of the work, publication information, and date of publication.
• Formatting of quotations: Use block quotations for quotations that are longer than four lines. Indent the entire quotation one inch from the left margin, and do not use quotation marks. Single-space the quotation, and double-space between paragraphs.
• Tables and figures: Use tables and figures to present data and illustrations. Number each table and figure sequentially, and provide a brief title for each. Place tables and figures as close as possible to the text that refers to them.
• Spelling and grammar : Use correct spelling and grammar throughout your paper. Proofread carefully for errors.

Chicago/Turabian Research Paper Template

Chicago/Turabian Research Paper Template is as folows:

Title of Paper

Name of Student

Professor’s Name

I. Introduction

A. Background Information

B. Research Question

C. Thesis Statement

II. Literature Review

A. Overview of Existing Literature

B. Analysis of Key Literature

C. Identification of Gaps in Literature

III. Methodology

A. Research Design

B. Data Collection

C. Data Analysis

IV. Results

A. Presentation of Findings

B. Analysis of Findings

C. Discussion of Implications

V. Conclusion

A. Summary of Findings

B. Implications for Future Research

C. Conclusion

VI. References

A. Bibliography

B. In-Text Citations

VII. Appendices (if necessary)

A. Data Tables

C. Additional Supporting Materials

Chicago/Turabian Research Paper Example

Title: The Impact of Social Media on Political Engagement

Name: John Smith

Class: POLS 101

Professor: Dr. Jane Doe

Date: April 8, 2023

I. Introduction:

Social media has become an integral part of our daily lives. People use social media platforms like Facebook, Twitter, and Instagram to connect with friends and family, share their opinions, and stay informed about current events. With the rise of social media, there has been a growing interest in understanding its impact on various aspects of society, including political engagement. In this paper, I will examine the relationship between social media use and political engagement, specifically focusing on how social media influences political participation and political attitudes.

II. Literature Review:

There is a growing body of literature on the impact of social media on political engagement. Some scholars argue that social media has a positive effect on political participation by providing new channels for political communication and mobilization (Delli Carpini & Keeter, 1996; Putnam, 2000). Others, however, suggest that social media can have a negative impact on political engagement by creating filter bubbles that reinforce existing beliefs and discourage political dialogue (Pariser, 2011; Sunstein, 2001).

III. Methodology:

To examine the relationship between social media use and political engagement, I conducted a survey of 500 college students. The survey included questions about social media use, political participation, and political attitudes. The data was analyzed using descriptive statistics and regression analysis.

Iv. Results:

The results of the survey indicate that social media use is positively associated with political participation. Specifically, respondents who reported using social media to discuss politics were more likely to have participated in a political campaign, attended a political rally, or contacted a political representative. Additionally, social media use was found to be associated with more positive attitudes towards political engagement, such as increased trust in government and belief in the effectiveness of political action.

V. Conclusion:

The findings of this study suggest that social media has a positive impact on political engagement, by providing new opportunities for political communication and mobilization. However, there is also a need for caution, as social media can also create filter bubbles that reinforce existing beliefs and discourage political dialogue. Future research should continue to explore the complex relationship between social media and political engagement, and develop strategies to harness the potential benefits of social media while mitigating its potential negative effects.

Vii. References:

• Delli Carpini, M. X., & Keeter, S. (1996). What Americans know about politics and why it matters. Yale University Press.
• Pariser, E. (2011). The filter bubble: What the Internet is hiding from you. Penguin.
• Putnam, R. D. (2000). Bowling alone: The collapse and revival of American community. Simon & Schuster.
• Sunstein, C. R. (2001). Republic.com. Princeton University Press.

IEEE (Institute of Electrical and Electronics Engineers) Format

IEEE (Institute of Electrical and Electronics Engineers) Research Paper Format is as follows:

• Title : A concise and informative title that accurately reflects the content of the paper.
• Abstract : A brief summary of the paper, typically no more than 250 words, that includes the purpose of the study, the methods used, the key findings, and the main conclusions.
• Introduction : An overview of the background, context, and motivation for the research, including a clear statement of the problem being addressed and the objectives of the study.
• Literature review: A critical analysis of the relevant research and scholarship on the topic, including a discussion of any gaps or limitations in the existing literature.
• Methodology : A detailed description of the methods used to collect and analyze data, including any experiments or simulations, data collection instruments or procedures, and statistical analyses.
• Results : A clear and concise presentation of the findings, including any relevant tables, graphs, or figures.
• Discussion : A detailed interpretation of the results, including a comparison of the findings with previous research, a discussion of the implications of the results, and any recommendations for future research.
• Conclusion : A summary of the key findings and main conclusions of the study.
• References : A list of all sources cited in the paper, formatted according to IEEE guidelines.

In addition to these elements, an IEEE research paper should also follow certain formatting guidelines, including using 12-point font, double-spaced text, and numbered headings and subheadings. Additionally, any tables, figures, or equations should be clearly labeled and referenced in the text.

AMA (American Medical Association) Style

AMA (American Medical Association) Style Research Paper Format:

• Title Page: This page includes the title of the paper, the author’s name, institutional affiliation, and any acknowledgments or disclaimers.
• Abstract: The abstract is a brief summary of the paper that outlines the purpose, methods, results, and conclusions of the study. It is typically limited to 250 words or less.
• Introduction: The introduction provides a background of the research problem, defines the research question, and outlines the objectives and hypotheses of the study.
• Methods: The methods section describes the research design, participants, procedures, and instruments used to collect and analyze data.
• Results: The results section presents the findings of the study in a clear and concise manner, using graphs, tables, and charts where appropriate.
• Discussion: The discussion section interprets the results, explains their significance, and relates them to previous research in the field.
• Conclusion: The conclusion summarizes the main points of the paper, discusses the implications of the findings, and suggests future research directions.
• References: The reference list includes all sources cited in the paper, listed in alphabetical order by author’s last name.

In addition to these sections, the AMA format requires that authors follow specific guidelines for citing sources in the text and formatting their references. The AMA style uses a superscript number system for in-text citations and provides specific formats for different types of sources, such as books, journal articles, and websites.

Harvard Style

Harvard Style Research Paper format is as follows:

• Title page: This should include the title of your paper, your name, the name of your institution, and the date of submission.
• Abstract : This is a brief summary of your paper, usually no more than 250 words. It should outline the main points of your research and highlight your findings.
• Introduction : This section should introduce your research topic, provide background information, and outline your research question or thesis statement.
• Literature review: This section should review the relevant literature on your topic, including previous research studies, academic articles, and other sources.
• Methodology : This section should describe the methods you used to conduct your research, including any data collection methods, research instruments, and sampling techniques.
• Results : This section should present your findings in a clear and concise manner, using tables, graphs, and other visual aids if necessary.
• Discussion : This section should interpret your findings and relate them to the broader research question or thesis statement. You should also discuss the implications of your research and suggest areas for future study.
• Conclusion : This section should summarize your main findings and provide a final statement on the significance of your research.
• References : This is a list of all the sources you cited in your paper, presented in alphabetical order by author name. Each citation should include the author’s name, the title of the source, the publication date, and other relevant information.

In addition to these sections, a Harvard Style research paper may also include a table of contents, appendices, and other supplementary materials as needed. It is important to follow the specific formatting guidelines provided by your instructor or academic institution when preparing your research paper in Harvard Style.

Vancouver Style

Vancouver Style Research Paper format is as follows:

The Vancouver citation style is commonly used in the biomedical sciences and is known for its use of numbered references. Here is a basic format for a research paper using the Vancouver citation style:

• Title page: Include the title of your paper, your name, the name of your institution, and the date.
• Abstract : This is a brief summary of your research paper, usually no more than 250 words.
• Introduction : Provide some background information on your topic and state the purpose of your research.
• Methods : Describe the methods you used to conduct your research, including the study design, data collection, and statistical analysis.
• Results : Present your findings in a clear and concise manner, using tables and figures as needed.
• Discussion : Interpret your results and explain their significance. Also, discuss any limitations of your study and suggest directions for future research.
• References : List all of the sources you cited in your paper in numerical order. Each reference should include the author’s name, the title of the article or book, the name of the journal or publisher, the year of publication, and the page numbers.

ACS (American Chemical Society) Style

ACS (American Chemical Society) Style Research Paper format is as follows:

The American Chemical Society (ACS) Style is a citation style commonly used in chemistry and related fields. When formatting a research paper in ACS Style, here are some guidelines to follow:

• Paper Size and Margins : Use standard 8.5″ x 11″ paper with 1-inch margins on all sides.
• Font: Use a 12-point serif font (such as Times New Roman) for the main text. The title should be in bold and a larger font size.
• Title Page : The title page should include the title of the paper, the authors’ names and affiliations, and the date of submission. The title should be centered on the page and written in bold font. The authors’ names should be centered below the title, followed by their affiliations and the date.
• Abstract : The abstract should be a brief summary of the paper, no more than 250 words. It should be on a separate page and include the title of the paper, the authors’ names and affiliations, and the text of the abstract.
• Main Text : The main text should be organized into sections with headings that clearly indicate the content of each section. The introduction should provide background information and state the research question or hypothesis. The methods section should describe the procedures used in the study. The results section should present the findings of the study, and the discussion section should interpret the results and provide conclusions.
• References: Use the ACS Style guide to format the references cited in the paper. In-text citations should be numbered sequentially throughout the text and listed in numerical order at the end of the paper.
• Figures and Tables: Figures and tables should be numbered sequentially and referenced in the text. Each should have a descriptive caption that explains its content. Figures should be submitted in a high-quality electronic format.
• Supporting Information: Additional information such as data, graphs, and videos may be included as supporting information. This should be included in a separate file and referenced in the main text.
• Acknowledgments : Acknowledge any funding sources or individuals who contributed to the research.

ASA (American Sociological Association) Style

ASA (American Sociological Association) Style Research Paper format is as follows:

• Title Page: The title page of an ASA style research paper should include the title of the paper, the author’s name, and the institutional affiliation. The title should be centered and should be in title case (the first letter of each major word should be capitalized).
• Abstract: An abstract is a brief summary of the paper that should appear on a separate page immediately following the title page. The abstract should be no more than 200 words in length and should summarize the main points of the paper.
• Main Body: The main body of the paper should begin on a new page following the abstract page. The paper should be double-spaced, with 1-inch margins on all sides, and should be written in 12-point Times New Roman font. The main body of the paper should include an introduction, a literature review, a methodology section, results, and a discussion.
• References : The reference section should appear on a separate page at the end of the paper. All sources cited in the paper should be listed in alphabetical order by the author’s last name. Each reference should include the author’s name, the title of the work, the publication information, and the date of publication.
• Appendices : Appendices are optional and should only be included if they contain information that is relevant to the study but too lengthy to be included in the main body of the paper. If you include appendices, each one should be labeled with a letter (e.g., Appendix A, Appendix B, etc.) and should be referenced in the main body of the paper.

APSA (American Political Science Association) Style

APSA (American Political Science Association) Style Research Paper format is as follows:

• Title Page: The title page should include the title of the paper, the author’s name, the name of the course or instructor, and the date.
• Abstract : An abstract is typically not required in APSA style papers, but if one is included, it should be brief and summarize the main points of the paper.
• Introduction : The introduction should provide an overview of the research topic, the research question, and the main argument or thesis of the paper.
• Literature Review : The literature review should summarize the existing research on the topic and provide a context for the research question.
• Methods : The methods section should describe the research methods used in the paper, including data collection and analysis.
• Results : The results section should present the findings of the research.
• Discussion : The discussion section should interpret the results and connect them back to the research question and argument.
• Conclusion : The conclusion should summarize the main findings and implications of the research.
• References : The reference list should include all sources cited in the paper, formatted according to APSA style guidelines.

In-text citations in APSA style use parenthetical citation, which includes the author’s last name, publication year, and page number(s) if applicable. For example, (Smith 2010, 25).

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Artificial Intelligence: How is It Changing Medical Sciences and Its Future?

Kanadpriya basu.

From the Covisus Inc, Monrovia, CA, USA

Ritwik Sinha

1 Adobe Research, San Jose, CA, USA

2 Whistle Labs, San Francisco, CA, USA

Treena Basu

3 Department of Mathematics, Occidental College, Los Angeles, CA, USA

Associated Data

The first step towards building an artificially intelligent system (after problem selection and development of solutions strategy) is data collection. The creation of well performing models relies on the availability of large quantities of high quality data. The issue of data collection is shrouded in controversy due to patient privacy and due to recent incidents of data breaches by major corporations. Advances in technology have resulted in increased computational and analytic power as well as the ability to store vast amounts of data. Technology such as facial recognition and gene analysis provides a path for an individual to be identified from a pool of people. Patients and the public in general have a right to privacy and the right to choose what data, if any, they would like to share. Data breaches now make it possible for patient data to fall into the hands of the insurance companies resulting in a denial of medical insurance because a patient is deemed more expensive by the insurance provider due to their genetic composition. Patient privacy leads to restricted availability of data, which leads to limited model training and therefore the full potential of a model is not explored.

Artificially intelligent computer systems are used extensively in medical sciences. Common applications include diagnosing patients, end-to-end drug discovery and development, improving communication between physician and patient, transcribing medical documents, such as prescriptions, and remotely treating patients. While computer systems often execute tasks more efficiently than humans, more recently, state-of-the-art computer algorithms have achieved accuracies which are at par with human experts in the field of medical sciences. Some speculate that it is only a matter of time before humans are completely replaced in certain roles within the medical sciences. The motivation of this article is to discuss the ways in which artificial intelligence is changing the landscape of medical science and to separate hype from reality.

Introduction

Artificial intelligence (AI) in varying forms and degrees has been used to develop and advance a wide spectrum of fields, such as banking and financial markets, education, supply chains, manufacturing, retail and e-commerce, and healthcare. Within the technology industry, AI has been an important enabler for many new business innovations. These include web search (e.g., Google), content recommendations (e.g., Netflix), product recommendations (e.g., Amazon), targeted advertising (e.g., Facebook), and autonomous vehicles (e.g., Tesla).

Humans reap the benefits of artificially intelligent systems every day. Starting from the spam free emails that we receive in our inboxes, to smart watches that use inputs from accelerometer sensors to distinguish between mundane activities and aerobic activity, to buying products on online shopping sites, like Amazon that recommend products based on our previous purchase records. These examples represent the use of AI in a variety of fields, such as technology and retail. AI has transformed our everyday lives, with an effect on the way we perceive and process information.

This article aims to present various aspects of AI as it pertains to the medical sciences. The article will focus on past and present day applications in the medical sciences and showcase companies that currently use artificially intelligent systems in the healthcare industry. Furthermore, this article will conclude by highlighting the critical importance of interdisciplinary collaboration resulting in the creation of ethical, unbiased artificially intelligent systems.

What is AI?

AI is a wide-ranging branch of computer science concerned with building smart machines capable of performing tasks that typically require human intelligence. Some applications of AI include automated interfaces for visual perception, speech recognition, decision-making, and translation between languages. AI is an interdisciplinary science.[ 1 ]

It is widely accepted that the term AI was first coined in 1956 when American computer scientist John McCarthy et al . organized the Dartmouth Conference.[ 2 ] Prior to that, work in the field of AI included the Turing test proposed by Alan Turing[ 3 ] as a measure of machine intelligence and a chess-playing program written by Dietrich Prinz.[ 4 ]

Artificially intelligent systems in healthcare have the following typical pattern. Such a system starts with a large amount of data, on these data machine-learning algorithms are employed to gain information, this information is then used to generate a useful output to solve a well-defined problem in the medical system. Figure 1 captures the typical workflow of an AI solution. Applications of AI in the field of medical sciences include matching patient symptoms to appropriate physician,[ 5 ] patient diagnosis,[ 6 ] patient prognosis,[ 7 ] drug discovery,[ 8 , 9 ] bot assistant that can translate languages,[ 10 ] transcribe notes, and organize images and files.[ 11 ]

Illustration outlining the development of an artificially intelligent model

History of AI in Medical Field

Great advances have been made in using artificially intelligent systems in case of patient diagnosis. For example, in the field of visually oriented specialties, such as dermatology,[ 12 , 13 ] clinical imaging data has been used by Esteva et al .[ 6 ] and Hekler et al .[ 14 ] to develop classification models to aid physicians in the diagnosis of skin cancer, skin lesions, and psoriasis. In particular, Esteva et al .,[ 6 ] trained a deep convolutional neural network (DCNN) model using 129,450 images to classify images into one of two categories (also known as binary classification problem in machine learning) as either keratinocyte carcinoma or seborrheic keratosis; and malignant melanoma or benign nevus. They further established that the DCNN achieved performance at par to that of 21 board-certified dermatologists. Their research demonstrated that AI systems were capable of classifying skin cancers with a level of competence comparable to dermatologists and required only a fraction of the time to train the model in comparison to physicians who spend years in medical school and also relied on experience they developed through patient diagnosis over decades.

Much work has also been done in the realm of AI and patient prognosis. For instance, researchers at Google[ 7 ] developed and trained a DCNN using 128,175 retinal fundus images to classify images as diabetic retinopathy and macular edema for adults with diabetes. There are several advantages of the existence of such an artificially intelligent model, such as:

• Automated grading of diabetic retinopathy leading to increased efficiency in diagnosing many patients in shorter time;
• Serving as a second opinion opthalmologists;
• Detection of diabetic retinopathy in early stages due to capability of the model to study images at the granular level-something impossible for a human opthalmologist to do;
• Vast coverage of screening programs reducing barriers to access.

Huge strides have been made in application of AI systems to drug discovery[ 15 ] and providing personalized treatment options.[ 16 ] Companies, such as Verge Genomics, focus on the application of machine-learning algorithms to analyze human genomic data and identify drugs to combat neurological diseases, such as Parkinson's, Alzheimer's, and amyotrophic lateral sclerosis (ALS) in a cost-effective way.

Artificially intelligent systems are also being applied in the healthcare sector to enhance patient experience, patient care, and provide support to physicians through the use of AI assistants. Companies, such as BotMD have built systems that can help 24 h with clinical related issues regarding:

• Instantly finding which physicians are on call and scheduling the next available appointment; the AI system can also search multiple scheduling systems across different hospitals
• Answering prescription related questions, like drug availability and cost-effective alternative drugs
• Assisting doctors search hospital protocol, list of available clinical tools, and available drugs all through the use of a mobile application, thus improving workflow in the hospital.

Companies Using AI in Medical Sciences

Table 1 below lists just a few of hundreds of companies in the field of technology, healthcare, and pharmacies that conduct research on artificially intelligent systems and their applications in the healthcare industry. Additionally, applications of artificially intelligent systems in healthcare can be broadly classified into three categories[ 17 ] (for the companies in Table 1 , the type of AI system is also noted):

Some major companies around the world using artificial intelligence in medical sciences

• Patient-oriented AI
• Clinician-oriented AI and
• Administrative and Operational-oriented AI.

Present Day Use of AI

The most recent application of AI in global healthcare is the prediction of emerging hotspots using contact tracing, and flight traveler data to fight off the novel coronavirus (COVID-19) pandemic.

Contact tracing is a disease control measure used by government authorities to limit spread of a disease. Contact tracing works by contacting and informing individuals that have been exposed to a person who has contracted the disease and instructing them to quarantine to prevent further spread of the disease. As reported by Apple Newsroom,[ 18 ] tech giants like Google and Apple have joined forces to create a contact tracing platform that will use artificial intelligent systems through the use of application programming interfaces commonly referred to as API's on smartphones. The platform will enable users who choose to enroll to report their lab results. Location services will then allow the platform to contact people who may have been in the vicinity of the infected person.

Canadian company BlueDot creates outbreak risk software that mitigates exposure to infectious diseases.[ 19 ] BlueDot published the first scientific paper[ 20 ] on COVID-19 that accurately predicted the global spread of the virus. The company uses techniques such as natural language processing (NLP), machine learning (ML), along with automated infectious disease surveillance by analyzing approximately 100,000 articles from over 65 countries every day, travel itinerary information and flight paths, an area's climate, temperature and even local livestock to help predict future outbreaks.

Myth Versus Reality in AI

There is a lot of hope that AI will be able to advance the healthcare sector in a variety of ways, not just for patient diagnosis, patient prognosis, drug discovery, but also to serve as an assistant for physician and provide a better and more personalized experience for patients. This hope has been fueled by some successful applications of AI in healthcare. Side-by-side however, there are unrealistic expectations of what AI can do and what the landscape of the healthcare industry will look like in the future.

Dr. Anthony Chang was one of 2019's invited speakers for the Society for Artificial Intelligence in Medicine (AIME) conference held in Poznan, Poland, where he presented a lecture entitled: Common Misconceptions and Future Directions for AI in Medicine: A Physician-Data Scientist Perspective. Below we list two of the more common myths regarding the application of artificially intelligent systems in healthcare.

While nobody can entirely predict the future, the fact is that physicians who understand the role of AI in healthcare will likely have an advantage in their career. For instance, the American College of Radiology (ACR) posted a job advertisement for a Radiologist:

https://jobs.acr.org/job/radiologist-for-teleradiology- ai-practice/50217408/

listing two requirements for the job:

• Must be American Board of Radiology Certified
• Must be enthusiastic, well-trained radiologist excited about a future where radiologists are supported by world-class AI and machine learning.

The use of AI in any field of study consists of many components and programming is just one of them. For the continued growth, development and success of AI applications in healthcare, physicians and data scientists need to continue collaboration to build meaningful AI systems. Physicians need to understand what AI is capable of achieving and need to evaluate how their role can be improved with AI. Physicians need to communicate this information to data scientists who can then build an AI system. The collaboration does not end here. Together physicians and data scientists must figure out what kind of data they have available to use for model training and, further, once the model is built its performance must be analyzed and interpreted, both of which require collaboration between physicians and data scientists. A further trend is the significant commoditization of AI software. For instance, today it is possible to use a visual tool (requiring no coding) to build a visual classifier. An example of such a tool is Teachable Machine by Google.

Limitations and Challenges in the Application of Artificially Intelligent Systems in Medical Science

The application of artificially intelligent systems in any field including healthcare comes with its share of limitations and challenges. The time has come to change our mindset from being reactive to being proactive with regard to downfalls of new technology. Here we discuss those challenges focusing more on those that pertain particularly to healthcare.

Availability of data

Creating biased models.

Biased data

Artificially intelligent systems are then trained with a portion of the data that was collected (also known as training data set) with the remaining data reserved for testing (also known as testing data set). Thus, if the data collected is biased, that is, it targets a particular race, a particular gender, a specific age group then the resulting model will be biased. Thus the data collected must be a true representation of the population for which its use is intended.

Data preprocessing

Even after unbiased data has been collected, it is still possible to create a biased model. The collected data must be preprocessed before it can be used to train an algorithm. The raw data that has been collected often contains errors due to manual entry of data or a variety of other reasons. These entries are sometimes modified through mathematical justification or are simply removed. Care should be taken that data preprocessing does not result in a biased pool of data.

Model selection

With the existence of several algorithms and models to choose from, one must select the algorithm that is best suited for the task at hand. Thus, the process of model selection is extremely important. Bias models are ones that are overly simple and fail to capture the trends present in the dataset.

Presenting biased models

It is important for a user of an artificially intelligent system to have a basic understanding of how such models are built. This way a user can better interpret the output of the model and decide how to make use of the output. For instance, there are many metrics that one could use to evaluate the performance of a model, such as accuracy, precision, recall, F 1 score , and AUC score .[ 21 ] However, not every metric is appropriate for every problem. When the user of an artificially intelligent system is presented with performance metrics of a model, they need to make sure that the metrics appropriate to the problem are being presented and not just the metrics with the highest scores.

Fragmented data

Another limitation of the application of AI is that models that one organization spends time and effort to design and deploy for a specific task (regression, classification, clustering, NLP, etc) cannot be seamlessly transitioned for immediate use to another organization without recalibration. Due to privacy concerns, data sharing is often inaccessible or limited between healthcare organizations resulting in fragmented data limiting the reliability of a model.

Artificial Intelligent systems have a reputation of being blackboxes due to the complexity of the mathematical algorithms involved. There is a need to make models more accessible and interpretable. While there is some recent work in this direction, there is still some progress to be made.[ 23 ]

Conclusion: The Future of AI in Medical Sciences

Despite the above limitations, AI looks well positioned to revolutionize the healthcare industry. AI systems can help free up the time for busy doctors by transcribing notes, entering and organizing patient data into portals (such as EPIC) and diagnosing patients, potentially serving as a means for providing a second opinion for physicians. Artificially intelligent systems can also help patients with follow-up care and availability of prescription drug alternatives. AI also has the capability of remotely diagnosing patients, thus extending medical services to remote areas, beyond the major urban centers of the world. The future of AI in healthcare is bright and promising, and yet much remains to be done.

The application of artificially intelligent systems in healthcare for use by the general public is relatively unexplored. Only recently the FDA (U.S Food and Drug Administration) approved AliveCor's Kardiaband (in 2017) and Apple's smartwatch series 4 (in 2018) to detect atrial fibrillation. The use of a smartwatch is a first step toward empowering people to collect personal health data, and enable rapid interventions from the patient's medical support teams.

There are many negative effects of modern technology on mental health. However, researchers at the University of Southern California (USC) in collaboration with Defense Advanced Research Projects Agency and the U.S. Army found that people suffering from post-traumatic stress and other forms of mental anguish are more open to discussing their concerns with virtual humans than actual humans for fear of judgment. This research[ 23 ] has promising results for the role of virtual assistants resulting in the collection of honest answers from patients that could help doctors diagnose and treat their patients more appropriately and with better information.

Most global pharmaceutical companies have invested their time and money on using AI for drug development of major diseases, such as cancer or cardiovascular disease. However, development of models for diagnosing neglected tropical diseases (malaria and tuberculosis) and rare diseases remains largely unexplored. The FDA now incentivizes companies to develop new treatments for these diseases through priority vouchers.[ 24 ]

Given the impact that AI and machine learning is having on our wider world, it is important for AI to be a part of the curriculum for a range of domain experts. This is particularly true for the medical profession, where the cost of a wrong decision can be fatal. As identified here, there is a lot of nuance in how an AI system is built. Understanding this process and the choices it entails are important for appropriate usage of this automated system. The data used to learn from and the optimization strategy used has a deep impact on the applicability of the AI system to solve a particular problem. An understanding and appreciation of these design decisions is important for medical profession.

AI has the potential to help fix many of healthcare's biggest problems but we are still far from making this a reality. One big problem and barrier from making this a reality is data. We can invent all the promising technologies and machine learning algorithms but without sufficient and well represented data, we cannot realize the full potential of AI in healthcare. The healthcare industry needs to digitize medical records, it needs to come together to agree on the standardization of the data infrastructure, it needs to create an iron-clad system to protect the confidentiality and handle consent of data from patients. Without these radical changes and collaboration in the healthcare industry, it would be challenging to achieve the true promise of AI to help human health.

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Mapping research on the subjective well-being of knowledge workers: a systematic enquiry deploying bibliometrics

• Published: 10 January 2024

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• Areeba Khan   ORCID: orcid.org/0000-0002-8231-7065 1 &
• Saboohi Nasim 1  

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Subjective well-being has been one of the organizations’ most significant matters of intrigue and concern over the last few years. This field of study has garnered considerable attention from practitioners, academics and policy-makers worldwide, especially during and after the recent COVID-19 pandemic. However, no systematic review has been executed so far to capture the current state of this paradigm. We address this gap by employing a systematic, generative and integrative approach to pinpoint topical research trends and establish the future research agenda in the knowledge workers’ Subjective well-being domain. Further, the authors aim to summarize the current state-of-the-art and thoroughly assess the theoretical underpinnings, concepts, and latest advancements in the domain. A corpus of 172 articles from the Scopus database was rigorously evaluated in two stages. First, bibliometric techniques were used to identify the evolution, current state of the literature, and research clusters. Finally, the research clusters generated through bibliographic coupling were examined using content analysis based on the ADO–TCM framework to determine the future research agenda. This study offers an in-depth examination of the available literature based on bibliometric analysis, network analysis, and content analysis techniques. The study also identifies knowledge gaps based on content analysis of research clusters, highlighting potential research themes. By combining bibliometric analysis and content analysis to create a more comprehensive and systematic apprehension of the research topic, this work adds to the body of knowledge on Subjective well-being.

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Khan, A., Nasim, S. Mapping research on the subjective well-being of knowledge workers: a systematic enquiry deploying bibliometrics. Manag Rev Q (2024). https://doi.org/10.1007/s11301-023-00399-5

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Harvard and Caltech Will Require Test Scores for Admission

The universities are the latest highly selective schools to end their policies that made submitting SAT or ACT scores optional.

By Anemona Hartocollis and Stephanie Saul

Harvard will reinstate standardized testing as a requirement of admission, the university announced Thursday, becoming the latest in a series of highly competitive universities to reverse their test-optional policies.

Students applying to enter Harvard in fall 2025 and beyond will be required to submit SAT or ACT scores, though the university said a few other test scores will be accepted in “exceptional cases,” including Advanced Placement or International Baccalaureate tests. The university had previously said it was going to keep its test-optional policy through the entering class of fall 2026.

Within hours of Harvard’s announcement, Caltech, a science and engineering institute, also said it was reinstating its testing requirements for students applying for admission in fall 2025.

The schools had been among nearly 2,000 colleges across the country that dropped test score requirements over the last few years, a trend that escalated during the pandemic when it was harder for students to get to test sites.

Dropping test score requirements was widely viewed as a tool to help diversify admissions, by encouraging poor and underrepresented students who had potential but did not score well on the tests to apply. But supporters of the tests have said without scores, it became harder to identify promising students who outperformed in their environments.

In explaining its decision to accelerate the return to testing, Harvard cited a study by Opportunity Insights , which found that test scores were a better predictor of academic success in college than high school grades and that they can help admissions officers identify highly talented students from low income groups who might otherwise had gone unnoticed.

“Standardized tests are a means for all students, regardless of their background and life experience, to provide information that is predictive of success in college and beyond,” Hopi Hoekstra, dean of the faculty of arts and sciences, said in a statement announcing the move.

“In short, more information, especially such strongly predictive information, is valuable for identifying talent from across the socioeconomic range,” she added.

Caltech, in Pasadena, Calif., said that reinstating testing requirements reaffirmed the school’s “commitment as a community of scientists and engineers to using all relevant data in its decision-making processes.”

Harvard and Caltech join a growing number of schools, notable for their selectivity, that have since reversed their policies, including Brown, Yale, Dartmouth, M.I.T., Georgetown, Purdue and the University of Texas at Austin.

For Harvard, the move comes at a time of transition, and perhaps a return to more conservative policies.

Last June, the Supreme Court struck down race-conscious college admissions in cases involving Harvard and the University of North Carolina, raising fears that with the demise of affirmative action, those schools would become less diverse.

And in January, Harvard’s first Black president, Claudine Gay, resigned under pressure from critics who said she had not acted strongly enough to combat antisemitism on campus after the Oct. 7 attack by Hamas on Israel, and under mounting accusations of plagiarism in her academic work, which she stood by.

The provost, Alan Garber, was named interim president, while the dean of the law school, John Manning, became interim provost, the university’s second-highest administrative position. Mr. Manning is considered a strong potential candidate to replace Dr. Gay. His background stands out for his conservative associations, having clerked for the former Supreme Court justice Antonin Scalia.

In the current climate on campus, a return to test scores could be seen as a return to tradition. It also may address concerns of many parents that the college admissions process, especially in elite institutions, is inscrutable and disconnected from merit.

Applications to Harvard were down by 5 percent this year, while those at many of its peer universities went up, suggesting that the recent turmoil may have dented its reputation. But it still received a staggering number of undergraduate applications — 54,008 — and admitted only 3.6 percent. Requiring test scores could make sorting through applications more manageable.

Critics of standardized tests have long raised concerns that the tests helped fuel inequality because some wealthier students raised their scores through high-priced tutoring. But recent studies have found that test scores help predict college grades, chances of graduation and post-college success, and that test scores are more reliable than high school grades, partly because of grade inflation in recent years .

But Robert Schaeffer, director of public education at FairTest, an organization that opposes standardized testing, said Thursday that the Opportunity Insights analysis had been criticized by other researchers. “Those scholars say that when you eliminate the role of wealth, test scores are not better than high school G.P.A.,” he said, adding that it is not clear whether that pattern is true among the admissions pool at super selective colleges such as Harvard.

Mr. Schaeffer said that at least 1,850 universities remain test optional, including Michigan, Vanderbilt, Wisconsin and Syracuse, which have recently extended their policies. “The vast majority of colleges will not require test scores.” An exception, he said, could be the University of North Carolina system, which is considering a plan to require tests, but only for those students with a G.P.A. below 2.8.

Acknowledging the concerns of critics, Harvard said that it would reassess the new policy regularly. The school said that test scores would be considered along with other information about an applicant’s experience, skills, talents, contributions to communities and references. They will also be looked at in the context of how other students are doing at the same high school.

“Admissions officers understand that not all students attend well-resourced schools, and those who come from modest economic backgrounds or first-generation college families may have had fewer opportunities to prepare for standardized tests,” William R. Fitzsimmons, Harvard’s dean of admissions and financial aid, said in a statement.

Harvard said that in the interest of selecting a diverse student body, it has enhanced financial aid and stepped up recruitment of underserved students by joining a consortium of 30 public and private universities that recruits students from rural communities.

An earlier version of this article misstated Robert Schaeffer’s position. He is the director of public education at FairTest, not the director.

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Anemona Hartocollis is a national reporter for The Times, covering higher education. More about Anemona Hartocollis

Stephanie Saul reports on colleges and universities, with a recent focus on the dramatic changes in college admissions and the debate around diversity, equity and inclusion in higher education. More about Stephanie Saul