how to conduct a research

WashU Libraries

Conducting research, the research process.

• Step 1: Exploring an idea
• Step 2: Finding background info.
• Step 3: Gathering more info.
• Get it This link opens in a new window
• Step 5: Evaluating your sources
• Step 6: Citing your sources
• FAQs This link opens in a new window
• Library Vocabulary
• Research in the Humanities
• Research in the Social Sciences
• Research in the Sciences

Step 1: Exploring Your Research Idea and Constructing Your Search

If you know you are interested in doing research in a broad subject area, try to think of ways you can make your subject more specific. One way is by stating your topic as a question. For example, if you are interested in writing about sleep disorders you might ask yourself the following question: Can sleep disorders affect academic success in college students? If you don't have enough information to express your topic idea as a specific question, do some background reading first.

Step 2:  Finding Background Information

Consult general reference sources, e.g., an encyclopedia, before jumping into more specialized and specific searches. Encyclopedias provide information on key concepts, context, and vocabulary for many different fields. Subject-specific encyclopedias will provide additional information that may lead to ideas for additional search terms.

Step 3:  Gathering More Information

Use the search terms/keywords you brainstormed in Step 1: Exploring your Research Idea to search the Classic Catalog . Note where the item is located in the library and the circulation status. When you find a good book, scan the bibliography for additional sources. Look for book-length bibliographies, literature reviews, and annual reviews in your research area; this type of resource lists hundreds of books and articles in one subject area. To find these resources, use your keywords/search terms followed by the word "AND bibliographies" in the Classic Catalog .

Step 4:  Locating Current Research

Journal articles are a great resource for learning about cutting-edge research in your area. Indexes and databases allow you to search across many journal publishers at once to find citations, abstracts, and full-text to articles.

Step 5:  Evaluating Your Sources

As you search and find citations and/or abstracts for specific books, articles, or websites, consider the following established criteria for evaluating the quality of books, journal articles, and websites.

Step 6:  Cite What You Find in Discipline-Appropriate Format

When conducting research, it’s necessary to document sources you use; commonly, this is called citing your sources. Citing your sources is an important part of research and scholarship; it is important to give credit to the ideas of others. In addition, readers of your work may want to find and read some of the sources you used. Different academic disciplines follow different citation styles. Two of the more common citation styles are APA or MLA. Failing to cite properly is plagiarism. For further details on other aspects of plagiarism, consult WU’s Academic Integrity Policy .

• Research Tips
• Responsible and Efficient Literature Searching
• Next: Step 1: Exploring an idea >>
• Last Updated: May 28, 2024 11:45 AM
• URL: https://libguides.wustl.edu/research

Purdue Online Writing Lab Purdue OWL® College of Liberal Arts

Conducting Research

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These OWL resources will help you conduct research using primary source methods, such as interviews and observations, and secondary source methods, such as books, journals, and the Internet. This area also includes materials on evaluating research sources.

In this section

Subsections.

Basic Steps in the Research Process

The following steps outline a simple and effective strategy for writing a research paper. Depending on your familiarity with the topic and the challenges you encounter along the way, you may need to rearrange these steps.

Step 1: Identify and develop your topic

Selecting a topic can be the most challenging part of a research assignment. Since this is the very first step in writing a paper, it is vital that it be done correctly. Here are some tips for selecting a topic:

• Select a topic within the parameters set by the assignment. Many times your instructor will give you clear guidelines as to what you can and cannot write about. Failure to work within these guidelines may result in your proposed paper being deemed unacceptable by your instructor.
• Select a topic of personal interest to you and learn more about it. The research for and writing of a paper will be more enjoyable if you are writing about something that you find interesting.
• Select a topic for which you can find a manageable amount of information. Do a preliminary search of information sources to determine whether existing sources will meet your needs. If you find too much information, you may need to narrow your topic; if you find too little, you may need to broaden your topic.
• Be original. Your instructor reads hundreds of research papers every year, and many of them are on the same topics (topics in the news at the time, controversial issues, subjects for which there is ample and easily accessed information). Stand out from your classmates by selecting an interesting and off-the-beaten-path topic.
• Still can't come up with a topic to write about? See your instructor for advice.

Once you have identified your topic, it may help to state it as a question. For example, if you are interested in finding out about the epidemic of obesity in the American population, you might pose the question "What are the causes of obesity in America ?" By posing your subject as a question you can more easily identify the main concepts or keywords to be used in your research.

Step 2 : Do a preliminary search for information

Before beginning your research in earnest, do a preliminary search to determine whether there is enough information out there for your needs and to set the context of your research. Look up your keywords in the appropriate titles in the library's Reference collection (such as encyclopedias and dictionaries) and in other sources such as our catalog of books, periodical databases, and Internet search engines. Additional background information may be found in your lecture notes, textbooks, and reserve readings. You may find it necessary to adjust the focus of your topic in light of the resources available to you.

Step 3: Locate materials

With the direction of your research now clear to you, you can begin locating material on your topic. There are a number of places you can look for information:

If you are looking for books, do a subject search in One Search . A Keyword search can be performed if the subject search doesn't yield enough information. Print or write down the citation information (author, title,etc.) and the location (call number and collection) of the item(s). Note the circulation status. When you locate the book on the shelf, look at the books located nearby; similar items are always shelved in the same area. The Aleph catalog also indexes the library's audio-visual holdings.

Use the library's  electronic periodical databases  to find magazine and newspaper articles. Choose the databases and formats best suited to your particular topic; ask at the librarian at the Reference Desk if you need help figuring out which database best meets your needs. Many of the articles in the databases are available in full-text format.

Use search engines ( Google ,  Yahoo , etc.) and subject directories to locate materials on the Internet. Check the  Internet Resources  section of the NHCC Library web site for helpful subject links.

Step 4: Evaluate your sources

See the  CARS Checklist for Information Quality   for tips on evaluating the authority and quality of the information you have located. Your instructor expects that you will provide credible, truthful, and reliable information and you have every right to expect that the sources you use are providing the same. This step is especially important when using Internet resources, many of which are regarded as less than reliable.

Step 5: Make notes

Consult the resources you have chosen and note the information that will be useful in your paper. Be sure to document all the sources you consult, even if you there is a chance you may not use that particular source. The author, title, publisher, URL, and other information will be needed later when creating a bibliography.

Step 6: Write your paper

Begin by organizing the information you have collected. The next step is the rough draft, wherein you get your ideas on paper in an unfinished fashion. This step will help you organize your ideas and determine the form your final paper will take. After this, you will revise the draft as many times as you think necessary to create a final product to turn in to your instructor.

Step 7: Cite your sources properly

Give credit where credit is due; cite your sources.

Citing or documenting the sources used in your research serves two purposes: it gives proper credit to the authors of the materials used, and it allows those who are reading your work to duplicate your research and locate the sources that you have listed as references. The  MLA  and the  APA  Styles are two popular citation formats.

Failure to cite your sources properly is plagiarism. Plagiarism is avoidable!

Step 8: Proofread

The final step in the process is to proofread the paper you have created. Read through the text and check for any errors in spelling, grammar, and punctuation. Make sure the sources you used are cited properly. Make sure the message that you want to get across to the reader has been thoroughly stated.

Additional research tips:

• Work from the general to the specific -- find background information first, then use more specific sources.
• Don't forget print sources -- many times print materials are more easily accessed and every bit as helpful as online resources.
• The library has books on the topic of writing research papers at call number area LB 2369.
• If you have questions about the assignment, ask your instructor.
• If you have any questions about finding information in the library, ask the librarian.

Contact Information

Craig larson.

Librarian 763-424-0733 [email protected] Zoom:  myzoom   Available by appointment

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Home » Research Methodology – Types, Examples and writing Guide

Research Methodology – Types, Examples and writing Guide

Table of Contents

Research Methodology

Definition:

Research Methodology refers to the systematic and scientific approach used to conduct research, investigate problems, and gather data and information for a specific purpose. It involves the techniques and procedures used to identify, collect , analyze , and interpret data to answer research questions or solve research problems . Moreover, They are philosophical and theoretical frameworks that guide the research process.

Structure of Research Methodology

Research methodology formats can vary depending on the specific requirements of the research project, but the following is a basic example of a structure for a research methodology section:

I. Introduction

• Provide an overview of the research problem and the need for a research methodology section
• Outline the main research questions and objectives

II. Research Design

• Explain the research design chosen and why it is appropriate for the research question(s) and objectives
• Discuss any alternative research designs considered and why they were not chosen
• Describe the research setting and participants (if applicable)

III. Data Collection Methods

• Describe the methods used to collect data (e.g., surveys, interviews, observations)
• Explain how the data collection methods were chosen and why they are appropriate for the research question(s) and objectives
• Detail any procedures or instruments used for data collection

IV. Data Analysis Methods

• Describe the methods used to analyze the data (e.g., statistical analysis, content analysis )
• Explain how the data analysis methods were chosen and why they are appropriate for the research question(s) and objectives
• Detail any procedures or software used for data analysis

V. Ethical Considerations

• Discuss any ethical issues that may arise from the research and how they were addressed
• Explain how informed consent was obtained (if applicable)
• Detail any measures taken to ensure confidentiality and anonymity

VI. Limitations

• Identify any potential limitations of the research methodology and how they may impact the results and conclusions

VII. Conclusion

• Summarize the key aspects of the research methodology section
• Explain how the research methodology addresses the research question(s) and objectives

Research Methodology Types

Types of Research Methodology are as follows:

Quantitative Research Methodology

This is a research methodology that involves the collection and analysis of numerical data using statistical methods. This type of research is often used to study cause-and-effect relationships and to make predictions.

Qualitative Research Methodology

This is a research methodology that involves the collection and analysis of non-numerical data such as words, images, and observations. This type of research is often used to explore complex phenomena, to gain an in-depth understanding of a particular topic, and to generate hypotheses.

Mixed-Methods Research Methodology

This is a research methodology that combines elements of both quantitative and qualitative research. This approach can be particularly useful for studies that aim to explore complex phenomena and to provide a more comprehensive understanding of a particular topic.

Case Study Research Methodology

This is a research methodology that involves in-depth examination of a single case or a small number of cases. Case studies are often used in psychology, sociology, and anthropology to gain a detailed understanding of a particular individual or group.

Action Research Methodology

This is a research methodology that involves a collaborative process between researchers and practitioners to identify and solve real-world problems. Action research is often used in education, healthcare, and social work.

Experimental Research Methodology

This is a research methodology that involves the manipulation of one or more independent variables to observe their effects on a dependent variable. Experimental research is often used to study cause-and-effect relationships and to make predictions.

Survey Research Methodology

This is a research methodology that involves the collection of data from a sample of individuals using questionnaires or interviews. Survey research is often used to study attitudes, opinions, and behaviors.

Grounded Theory Research Methodology

This is a research methodology that involves the development of theories based on the data collected during the research process. Grounded theory is often used in sociology and anthropology to generate theories about social phenomena.

Research Methodology Example

An Example of Research Methodology could be the following:

Research Methodology for Investigating the Effectiveness of Cognitive Behavioral Therapy in Reducing Symptoms of Depression in Adults

Introduction:

The aim of this research is to investigate the effectiveness of cognitive-behavioral therapy (CBT) in reducing symptoms of depression in adults. To achieve this objective, a randomized controlled trial (RCT) will be conducted using a mixed-methods approach.

Research Design:

The study will follow a pre-test and post-test design with two groups: an experimental group receiving CBT and a control group receiving no intervention. The study will also include a qualitative component, in which semi-structured interviews will be conducted with a subset of participants to explore their experiences of receiving CBT.

Participants:

Participants will be recruited from community mental health clinics in the local area. The sample will consist of 100 adults aged 18-65 years old who meet the diagnostic criteria for major depressive disorder. Participants will be randomly assigned to either the experimental group or the control group.

Intervention :

The experimental group will receive 12 weekly sessions of CBT, each lasting 60 minutes. The intervention will be delivered by licensed mental health professionals who have been trained in CBT. The control group will receive no intervention during the study period.

Data Collection:

Quantitative data will be collected through the use of standardized measures such as the Beck Depression Inventory-II (BDI-II) and the Generalized Anxiety Disorder-7 (GAD-7). Data will be collected at baseline, immediately after the intervention, and at a 3-month follow-up. Qualitative data will be collected through semi-structured interviews with a subset of participants from the experimental group. The interviews will be conducted at the end of the intervention period, and will explore participants’ experiences of receiving CBT.

Data Analysis:

Quantitative data will be analyzed using descriptive statistics, t-tests, and mixed-model analyses of variance (ANOVA) to assess the effectiveness of the intervention. Qualitative data will be analyzed using thematic analysis to identify common themes and patterns in participants’ experiences of receiving CBT.

Ethical Considerations:

This study will comply with ethical guidelines for research involving human subjects. Participants will provide informed consent before participating in the study, and their privacy and confidentiality will be protected throughout the study. Any adverse events or reactions will be reported and managed appropriately.

Data Management:

All data collected will be kept confidential and stored securely using password-protected databases. Identifying information will be removed from qualitative data transcripts to ensure participants’ anonymity.

Limitations:

One potential limitation of this study is that it only focuses on one type of psychotherapy, CBT, and may not generalize to other types of therapy or interventions. Another limitation is that the study will only include participants from community mental health clinics, which may not be representative of the general population.

Conclusion:

This research aims to investigate the effectiveness of CBT in reducing symptoms of depression in adults. By using a randomized controlled trial and a mixed-methods approach, the study will provide valuable insights into the mechanisms underlying the relationship between CBT and depression. The results of this study will have important implications for the development of effective treatments for depression in clinical settings.

How to Write Research Methodology

Writing a research methodology involves explaining the methods and techniques you used to conduct research, collect data, and analyze results. It’s an essential section of any research paper or thesis, as it helps readers understand the validity and reliability of your findings. Here are the steps to write a research methodology:

• Start by explaining your research question: Begin the methodology section by restating your research question and explaining why it’s important. This helps readers understand the purpose of your research and the rationale behind your methods.
• Describe your research design: Explain the overall approach you used to conduct research. This could be a qualitative or quantitative research design, experimental or non-experimental, case study or survey, etc. Discuss the advantages and limitations of the chosen design.
• Discuss your sample: Describe the participants or subjects you included in your study. Include details such as their demographics, sampling method, sample size, and any exclusion criteria used.
• Describe your data collection methods : Explain how you collected data from your participants. This could include surveys, interviews, observations, questionnaires, or experiments. Include details on how you obtained informed consent, how you administered the tools, and how you minimized the risk of bias.
• Explain your data analysis techniques: Describe the methods you used to analyze the data you collected. This could include statistical analysis, content analysis, thematic analysis, or discourse analysis. Explain how you dealt with missing data, outliers, and any other issues that arose during the analysis.
• Discuss the validity and reliability of your research : Explain how you ensured the validity and reliability of your study. This could include measures such as triangulation, member checking, peer review, or inter-coder reliability.
• Acknowledge any limitations of your research: Discuss any limitations of your study, including any potential threats to validity or generalizability. This helps readers understand the scope of your findings and how they might apply to other contexts.
• Provide a summary: End the methodology section by summarizing the methods and techniques you used to conduct your research. This provides a clear overview of your research methodology and helps readers understand the process you followed to arrive at your findings.

When to Write Research Methodology

Research methodology is typically written after the research proposal has been approved and before the actual research is conducted. It should be written prior to data collection and analysis, as it provides a clear roadmap for the research project.

The research methodology is an important section of any research paper or thesis, as it describes the methods and procedures that will be used to conduct the research. It should include details about the research design, data collection methods, data analysis techniques, and any ethical considerations.

The methodology should be written in a clear and concise manner, and it should be based on established research practices and standards. It is important to provide enough detail so that the reader can understand how the research was conducted and evaluate the validity of the results.

Applications of Research Methodology

Here are some of the applications of research methodology:

• To identify the research problem: Research methodology is used to identify the research problem, which is the first step in conducting any research.
• To design the research: Research methodology helps in designing the research by selecting the appropriate research method, research design, and sampling technique.
• To collect data: Research methodology provides a systematic approach to collect data from primary and secondary sources.
• To analyze data: Research methodology helps in analyzing the collected data using various statistical and non-statistical techniques.
• To test hypotheses: Research methodology provides a framework for testing hypotheses and drawing conclusions based on the analysis of data.
• To generalize findings: Research methodology helps in generalizing the findings of the research to the target population.
• To develop theories : Research methodology is used to develop new theories and modify existing theories based on the findings of the research.
• To evaluate programs and policies : Research methodology is used to evaluate the effectiveness of programs and policies by collecting data and analyzing it.
• To improve decision-making: Research methodology helps in making informed decisions by providing reliable and valid data.

Purpose of Research Methodology

Research methodology serves several important purposes, including:

• To guide the research process: Research methodology provides a systematic framework for conducting research. It helps researchers to plan their research, define their research questions, and select appropriate methods and techniques for collecting and analyzing data.
• To ensure research quality: Research methodology helps researchers to ensure that their research is rigorous, reliable, and valid. It provides guidelines for minimizing bias and error in data collection and analysis, and for ensuring that research findings are accurate and trustworthy.
• To replicate research: Research methodology provides a clear and detailed account of the research process, making it possible for other researchers to replicate the study and verify its findings.
• To advance knowledge: Research methodology enables researchers to generate new knowledge and to contribute to the body of knowledge in their field. It provides a means for testing hypotheses, exploring new ideas, and discovering new insights.
• To inform decision-making: Research methodology provides evidence-based information that can inform policy and decision-making in a variety of fields, including medicine, public health, education, and business.

Advantages of Research Methodology

Research methodology has several advantages that make it a valuable tool for conducting research in various fields. Here are some of the key advantages of research methodology:

• Systematic and structured approach : Research methodology provides a systematic and structured approach to conducting research, which ensures that the research is conducted in a rigorous and comprehensive manner.
• Objectivity : Research methodology aims to ensure objectivity in the research process, which means that the research findings are based on evidence and not influenced by personal bias or subjective opinions.
• Replicability : Research methodology ensures that research can be replicated by other researchers, which is essential for validating research findings and ensuring their accuracy.
• Reliability : Research methodology aims to ensure that the research findings are reliable, which means that they are consistent and can be depended upon.
• Validity : Research methodology ensures that the research findings are valid, which means that they accurately reflect the research question or hypothesis being tested.
• Efficiency : Research methodology provides a structured and efficient way of conducting research, which helps to save time and resources.
• Flexibility : Research methodology allows researchers to choose the most appropriate research methods and techniques based on the research question, data availability, and other relevant factors.
• Scope for innovation: Research methodology provides scope for innovation and creativity in designing research studies and developing new research techniques.

Research Methodology Vs Research Methods

About the author.

Muhammad Hassan

Researcher, Academic Writer, Web developer

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How to Conduct Academic Research

Last Updated: January 31, 2023 Fact Checked

This article was co-authored by Chris Hadley, PhD and by wikiHow staff writer, Jennifer Mueller, JD . Chris Hadley, PhD is part of the wikiHow team and works on content strategy and data and analytics. Chris Hadley earned his PhD in Cognitive Psychology from UCLA in 2006. Chris' academic research has been published in numerous scientific journals. There are 10 references cited in this article, which can be found at the bottom of the page. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 369,523 times.

Whether you are a student or a professional, you may need to conduct academic research. Strong research involves accessing and evaluating various forms of information. You then analyze the information you find to answer a question or come to a conclusion about an issue. Once your research is complete, you'll present your findings, typically in a research paper or a presentation. [1] X Research source

Defining Your Research Question

• For example, if you're taking a history course on Europe in World War II, the title of the course may be your broad topic. Your instructor might limit your topic further, such as asking you to focus on France.

• For example, you may decide you want to research the activities of the French Resistance in aiding the Allies during World War II. A potential research question might be "How did the French Resistance provide intelligence to the Allies?"
• Some instructors may provide a list of research questions, or other information to help you narrow your topic. If you want to deviate from the list, talk to your instructor about your interests.

• Identify key words to search, and try different combinations to fully test your question. For example, if you are researching the French Resistance during World War II, you might do a search for "French Resistance intelligence" and another for "French assistance Allies."
• If you find articles or books that address your research question exactly, choose a different question. You might review the article or book you find to see if it mentions additional questions that still haven't been answered.

• If you're writing a research paper, consider its length. Generally, a shorter paper should cover a narrower topic. Make sure you have enough sources available.

Finding Research Sources

• Documentary films can also serve as good introductory sources.
• You won't necessarily be referencing any of these sources in your project, you're simply using them to get a better feel for your topic, the experts in the field, and the sources available.

• For example, if you're researching history, your likely sources will be published books and scholarly articles by historians. If you're researching the development of smart phones, on the other hand, you'll probably find most of your sources online or in tech magazines.
• You may need to use a university or specialty library, which likely has resources that aren't available at libraries open to the general public. Contact the library you want to use to find out how you can gain access.

• Depending on your topic, it may be possible to do all of your research online. This is likely if you're researching something trendy or cutting edge, such as a new tech development.
• Many scholarly articles can be found in electronic databases. University libraries typically allow free access to these databases for students and faculty.

• In the library, look for the desk called the "research desk" or "reference desk." These desks are often towards the back of the library. You can ask at the main desk or circulation desk if you aren't sure where to go.
• Tell the research librarian your research question, and let them know what sources you've found so far, as well as what types of sources you're looking for. They may have additional sources or different search terms to suggest.

• If you read material that you want to quote, write the quote exactly on a note card, then write the page number where that quote can be found. This will differentiate quotes from other notes.
• It can also help to write a key word that identifies the issue the notes on the card relate to, so you can organize cards related to different sections of your paper as you go. This way you'll be able to tell at a glance if there's a part of your paper that needs more sources or information.

• If your research raises additional questions that are outside the scope of your project, you could simply acknowledge that they exist and would require further research.

• Your thesis statement makes a claim, or takes a position, and tells your readers why your position is important.
• For example, if you're writing a paper about the French Resistance in World War II for a history class, your thesis statement might be "By providing intelligence to the Allies, sabotaging German efforts, and rescuing Allied pilots whose planes were shot down, the French resistance weakened the Nazi regime."

Evaluating Your Sources

• If you have a secondary source, look in the footnotes or bibliographies to get information about the original source. The citation should allow you to find the primary source and evaluate it yourself.
• You may need to use a secondary source if the primary source is not available to you. For example, if you read an article in which a book is quoted, you would want to find the quoted book if at all possible. However, if the book was published a long time ago and is out of print, you may have no choice but to use the secondary source.

• For science or tech topics, professionals working in the field are often just as reliable as professors or other academic experts.
• If you find the author's name mentioned by other sources, that often means they are respected in the field. If other professionals have relied on their work, that's a good sign that you can rely on it as well.

• Whether the year of publication affects the reliability of the information depends on your overall topic. For example, if you're conducting research on ancient Greek philosophy, the date of publication wouldn't necessarily matter. However, if you were conducting research on social media and voting, you would want to use sources published within the last year.

• Be wary of small, independent presses or self-published books. They don't have robust fact-checking and editing like larger, established presses do.
• Reputation is particularly important for online sources. Search for reviews or complaints about websites to find out if people in the field consider it to be a good source of information. You can also ask your instructor or supervisor if you're not sure.

• For example, a website run by a university history department would likely be considered a reliable online source.

Expert Q&A

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• ↑ https://guides.library.ucla.edu/c.php?g=180334&p=1188045
• ↑ https://wts.indiana.edu/writing-guides/how-to-write-a-thesis-statement.html
• ↑ https://courses.lumenlearning.com/wm-publicspeaking/chapter/evidence-in-a-persuasive-speech/
• ↑ https://owl.purdue.edu/owl/research_and_citation/conducting_research/research_overview/index.html
• ↑ https://libguides.wustl.edu/ld.php?content_id=1750195
• ↑ https://www.sciencedirect.com/science/article/pii/S2543925122000110
• ↑ https://www.library.georgetown.edu/tutorials/research-guides/15-steps
• ↑ https://www.library.cornell.edu/research/introduction#1Choosinganddevelopingaresearchtopic-1Ch
• ↑ https://guides.lib.uw.edu/research/faq/reliable
• ↑ https://lib.nmu.edu/help/resource-guides/subject-guide/evaluating-internet-sources

About This Article

To conduct academic research, define your research question by considering a broad topic and narrowing your interests to a more specific question that hasn't yet been answered. Then, consult books and online resources, like academic journals, to find more information about your topic. Remember to keep a running list of the resources that you use, and take notes of the supporting information for your main arguments. To begin a research paper, craft a thesis statement based on your research, and begin drafting your argument. For tips on evaluating sources to make sure they're reliable, read on! Did this summary help you? Yes No

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How to Do Research: A Step-By-Step Guide: Get Started

• Get Started
• 1a. Select a Topic
• 1b. Develop Research Questions
• 1c. Identify Keywords
• 1d. Find Background Information
• 1e. Refine a Topic
• 2a. Search Strategies
• 2d. Articles
• 2e. Videos & Images
• 2f. Databases
• 2g. Websites
• 2h. Grey Literature
• 2i. Open Access Materials
• 3a. Evaluate Sources
• 3b. Primary vs. Secondary
• 3c. Types of Periodicals
• 4a. Take Notes
• 4b. Outline the Paper
• 4c. Incorporate Source Material
• 5a. Avoid Plagiarism
• 5b. Zotero & MyBib
• 5c. MLA Formatting
• 5d. MLA Citation Examples
• 5e. APA Formatting
• 5f. APA Citation Examples
• 5g. Annotated Bibliographies

Research Essentials Video Tutorials

Related guides.

• Elmira College Writing Center Get one-on-one assistance for all types of writing.

Recommended Websites

• Purdue University's Online Writing Lab (OWL)

Research Process Overview

Step 1.  Develop a topic Select a Topic | Develop Research Questions | Identify Keywords | Find Background Information | Refine a Topic

Step 2. Locate information Search Strategies | Books | eBooks | Articles  | Videos & Images | Databases | Websites | Grey Literature

Step 3. Evaluate and analyze information Evaluate Sources | Primary vs Secondary | Types of Periodicals

Step 4. Write, organize, and communicate information Take Notes | Outline the Paper | Incorporate Source Material

Step 5. Cite sources Avoid Plagiarism | Zotero & MyBib | MLA | APA | Chicago Style | Annotated Bibliographies

For research help,  use one of the following options:

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15 Steps to Good Research

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

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

How to Conduct Effective Research: Tips and Tricks for Beginners

• 11 July 2023

Introduction

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

1. Define Your Research Question

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

2. Develop a Research Plan

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

3. Understand the Types of Research

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

4. Use a Variety of Sources

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

5. Learn How to Use Databases Effectively

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

6. Master Effective Search Techniques

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

7. Evaluate Your Sources

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

8. Keep Track of Your Sources

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

9. Take Effective Notes

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

10. Analyze and Synthesize Your Findings

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

11. Don’t Be Afraid to Ask for Help

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

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

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

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How to Conduct Scientific Research?

United Nations Educational, Scientific and Cultural Organization (UNESCO) defines research as systematic and creative actions taken to increase knowledge about humans, culture, and society and to apply it in new areas of interest. Scientific research is the research performed by applying systematic and constructed scientific methods to obtain, analyze, and interpret data.

Scientific research is the neutral, systematic, planned, and multiple-step process that uses previously discovered facts to advance knowledge that does not exist in the literature. It can be classified as observational or experimental with respect to data collection techniques, descriptive or analytical with respect to causality, and prospective, retrospective, or cross-sectional with respect to time ( 1 ).

All scientific investigations start with a specific research question and the formulation of a hypothesis to answer this question. Hypothesis should be clear, specific, and directly aim to answer the research question. A strong and testable hypothesis is the fundamental part of the scientific research. The next step is testing the hypothesis using scientific method to approve or disapprove it.

Scientific method should be neutral, objective, rational, and as a result, should be able to approve or disapprove the hypothesis. The research plan should include the procedure to obtain data and evaluate the variables. It should ensure that analyzable data are obtained. It should also include plans on the statistical analysis to be performed. The number of subjects and controls needed to get valid statistical results should be calculated, and data should be obtained in appropriate numbers and methods. The researcher should be continuously observing and recording all data obtained.

Data should be analyzed with the most appropriate statistical methods and be rearranged to make more sense if needed. Unfortunately, results obtained via analyses are not always sufficiently clear. Multiple reevaluations of data, review of the literature, and interpretation of results in light of previous research are required. Only after the completion of these stages can a research be written and presented to the scientific society. A well-conducted and precisely written research should always be open to scientific criticism. It should also be kept in mind that research should be in line with ethical rules all through its stages.

Actually, psychiatric research has been developing rapidly, possibly even more than any other medical field, thus reflecting the utilization of new research methods and advanced treatment technologies. Nevertheless, basic research principles and ethical considerations keep their importance.

Ethics are standards used to differentiate acceptable and unacceptable behavior. Adhering to ethical standards in scientific research is noteworthy because of many different reasons. First, these standards promote the aims of research, such as knowledge, truth, and avoidance of error. For example, prohibitions against fabricating, falsifying, or misrepresenting research data promote truth and minimize error. In addition, ethical standards promote values that are essential to collaborative work, such as trust, accountability, mutual respect, and fairness. Many ethical standards in research, such as guidelines for authorship, copyright and patenting policies, data-sharing policies, and confidentiality rules in peer review, are designed to protect intellectual property interests while encouraging collaboration. Many ethical standards such as policies on research misconduct and conflicts of interest are necessary to ensure that researchers can be held accountable to the public. Last but not the least, ethical standards of research promote a variety of other important moral and social values, such as social responsibility, human rights, animal welfare, compliance with the law, and public health and safety ( 2 ). In conclusion, for the good of science and humanity, research has the inevitable responsibility of precisely transferring the knowledge to new generations ( 3 ).

In medical research, all clinical investigations are obliged to comply with some ethical principles. These principles could be summarized as respect to humans, respect to the society, benefit, harmlessness, autonomy, and justice. Respect to humans indicates that all humans have the right to refuse to participate in an investigation or to withdraw their consent any time without any repercussions. Respect to society indicates that clinical research should seek answers to scientific questions using scientific methods and should benefit the society. Benefit indicates that research outcomes are supposed to provide solutions to a health problem. Harmlessness describes all necessary precautions that are taken to protect volunteers from potential harm. Autonomy indicates that participating in research is voluntary and with freewill. Justice indicates that subject selection is based on justice and special care is taken for special groups that could be easily traumatized ( 4 ).

In psychiatric studies, if the patient is not capable of giving consent, the relatives have the right to consent on behalf of the patient. This is based on the idea of providing benefit to the patient with discovery of new treatment methods via research. However, the relatives’ consent rights are under debate from an ethical point of view. On the other hand, research on those patients aim to directly get new knowledge about them, and it looks like an inevitable necessity. The only precaution that could be taken to overcome this ambivalence has been the scrupulous audit of the Research Ethic Committees. Still, there are many examples that show that this method is not always able to prevent patient abuse ( 5 ). Therefore, it is difficult to claim autonomy when psychiatric patients are studied, and psychiatric patients are considered among patients to require special care.

We are proud to publish in our journal studies that overcome many burdens.

Conducting Research: How to Conduct Research

• The Research Process
• Evaluating Sources
• Scholarly or Popular?
• Citation Tools
• Copyright & Plagiarism
• FlashFind & Searching
• Meet with a Librarian
• Subject Guides

About Research

A common misconception about research is that it is a single, isolated step in writing a paper.

Actually, research is a cyclic process that occurs the entire time you're writing a paper. It can even result in dramatic changes of direction for the work and in the development of a different thesis.

Research Tips

• General Writing Resources [Purdue OWL]
• Research & Citation Resources [Purdue OWL]
• Annotated Bibliographies [Purdue OWL]
• Research Quick Tips Videos [Credo Reference]
• Next: The Research Process >>
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Engaging With Research

Strategies for Conducting Research

In the 21st century, we have more information and knowledge instantaneously at our fingertips than could have been imagined 100, 50, or even 30 years ago. Figuring out how to wade through all of that information can be daunting. Research is one way we can we can make sense of and discuss all the information available to us. Research is the basis for strong and persuasive communication because it helps us understand what others have said, done, and written about a particular topic or issue.

What is research?

Research begins with questions.  Before you begin to find sources, you must determine what your already know and what you hope to learn. Do you want first-person reflections and commentary? Statistics and facts? News reports? Scientific analyses? History?

For example, if you are interested in a recent piece of legislation then you would want to locate the full-text of the bill as well as commentary about the legislation from reliable news organizations such as  The Wall Street Journal  or  The New York Times . If you are interested in statistics about the U.S. population, you might go to the U.S. Census Bureau or the Pew Research Center. Perhaps you are interested in the experiences of veterans returning from active duty. In this case you may turn to blogs or  op-eds written by vets, official U.S. military records from agencies such as the Department of Defense, Department of Veterans’ Affairs, or organizations such as the RAND Corporation.

Primary v. Secondary Research

There are two basic kinds of research—primary and secondary. Often, primary and secondary research are used together.

Primary research  is often first-person accounts and can be useful when you are researching a local issue that may not have been addressed previously and/or have little published research available. You may also use primary research to supplement, confirm, or challenge national or regional trends with local information.  Primary research can include:

• Questionnaires
• Observations and analysis
• Ethnography (the study and description of people, cultures, and customs)

Secondary research  is what many students are most familiar with as it is generally requires searching libraries and other research institutions’ holdings.  Secondary research requires that you read others’ published studies and research in order to learn more about your topic, determine what others have written and said, and then develop a conclusion about your ideas on the topic, in light of what others have done and said. Some examples of source types that might be used in secondary research include:

• Academic, scientific, and technical journal articles
• Governmental reports
• Raw data and statistics
• Trade and professional organization data

Primary and secondary research often work together to develop persuasive arguments. Let’s say, for example, you are interested in using STEM knowledge to improve the quality of life for the homeless population in Columbus, Ohio. The most successful project would use both secondary and primary research. First, the secondary research will help establish best or common practices, trends, statistics, and current research about homelessness both broadly in the U.S. and state, and more narrowly in the county and city.

Your brainstorming would likely lead to questions regarding the following:

• The major issues facing homelessness and combating homelessness in the U.S.
• The homeless population and demographics for Columbus, Ohio
• Services currently available for the homeless in Columbus
• Services available in other cities and the state

The above information would likely be available through secondary research sources. Useful information would likely be available through city and state government agencies such as  U.S. Department of Health and Human Services  or the  U.S. Department of Housing and Urban Development ; local and national homeless advocacy groups such as the  Coalition on Homelessness and Housing in Ohio ,  Columbus Coalition for the Homeless ,   National Alliance to End Homelessness , and the  National Coalition for the Homeless . You would also need to search relevant research databases (discussed in the Where Do I Look? section) in subject areas such as engineering, sociology and social work, and government documents.

Second, primary research, such as interviews or surveys can provide more in-depth and local bent to the numbers and details provided in secondary sources. Some examples of groups to interview or survey include local homeless advocates; shelter and outreach employees and volunteers; people currently or previously experiencing homelessness, such as the vendors or writers for the street newspaper  Street Speech ; researchers or university-affiliated groups, such as  OSU’s STAR House , that conducts, compiles, and applies research on homelessness.

Often, the strongest research blends primary and secondary research.

Where do I begin?

Research is about questions. In the beginning the questions are focused on helping you determine a topic and types of information and sources; later in the research process, the questions are focused on expanding and supporting your ideas and claims as well as helping you stay focused on the specific rhetorical situation of your project.

Questions to get started

• What is my timeline for the project? You will likely want to set personal deadlines in addition to your instructor’s deadlines.
• What do I want to know or learn about? This helps you determine scope or the limits of your research. If you’re writing a dissertation or thesis, then your scope will generally be larger because those types of projects are often 100+ pages. For a term paper, the scope will be more narrow. For example, if you’re interested in NASA funding and research, you may limit yourself to the past 10-15 years because NASA because NASA has been around for nearly 60 years. Further, you may limit your focus to research that has transitioned into technologies or resources used outside of NASA and the space program.
• What do I already know about this topic?
• What biases might I have about this topic? How might I combat these biases?

Questions to determine methodology

• Where might I find useful, reliable information about this topic? For academic research, you will generally focus on library, technical, scientific, and governmental resources. It is fine if you are not quite sure exactly where you should look; your instructor should be able to help you determine some places that would be appropriate.
• Will I need to perform primary research, secondary research, or both?

Next you will have to develop a  research question . By this point you should have a general idea of your topic and some general ideas of where you might find this information.

Research Questions

Research questions generally form the basis for your project’s thesis. Research questions are not about facts, but are about opinions, ideas, or concerns.

Which of these is a research question?

• What is NASA’s budget for 2016?
• What is the impact of NASA’s budget on scientific breakthroughs and contributions to non-space-related fields?

The former can be answered quickly and easily (NASA’s 2016 budget was about $19.3 billion), but the latter requires detailed analysis of multiple sources and considerations of various opinions and facts.

Once you have developed your research question(s), you are ready to begin searching for answers.

Where do I look?

In the 21st century, we generally turn to the internet when we have a question. For technical, scientific, and academic research, we can still turn to the internet, but where we visit changes. We will discuss a few different places where you can perform research including Google, Google Scholar, and your university library website.

Google  and  Google Scholar

The default research site for most students tends to be Google. Google can be a great starting place for a variety of research. You can use Google to find news articles and other popular sources such as magazine articles and blog posts. You can use Google to discover keywords, alternative terms, and relevant professional, for-profit, and non-profits business and organizations. The most important thing to remember about using Google is that search results are organized by popularity, not by accuracy. Further, because Google customizes search results based on a user’s search history, searches performed by different people or on different browsers may provide slightly different results.

For many technical, scientific, and scholarly topics, Google will not provide access to the appropriate and necessary types of sources and information. Google Scholar, however, searches only academic and scientific journals, books, patents, and governmental and legal documents.  This means the results will be more technical and scholarly and therefore more appropriate for much of the research you will be expected to perform as a student. Though Google Scholar will show academic and technical results, that does not mean that you will have access to the full-text documents. Many of the sources that appear on Google Scholar are from databases, publishers, or libraries, which means that they are often behind paywalls or password-protected. In many cases, this means you will have to turn to a university or other library for access.

University Libraries

Library resources such as databases, peer-reviewed journals, and books are generally the best bet for accurate and more technical information. A Google search might yield millions and millions of results and a Google Scholar search may yield tens or hundreds of thousands of results, but a library search will generally turn up only a couple thousands, hundreds, or even dozens of results. You may think, “Isn’t fewer results a bad thing? Doesn’t that mean limiting the possibilities for the project?” The quick answers are yes, fewer results means fewer options for your project, but no, this does not mean using the library limits the possibilities for a project.

Overall, library resources are more tightly controlled and vetted. Anyone can create a blog or website and post information, regardless of the accuracy or usefulness of the information. Library resources, in contrast, have generally gone through rigorous processes and revisions before publication. For example, academic and scientific journals have a review system in place—whether a peer-review process or an editorial board—both feature panels of people with expertise in the areas under consideration. Publishers for books also feature editorial boards who determine the usefulness and accuracy of information. Of course, this does not mean that every peer-reviewed journal article or book is 100% accurate and useful all of the time. Biases still exist, and many commonly accepted facts change over time with more research and analysis. Overall the process for these types of publications require that multiple people read and comment on the work, providing some checks and balances that are not present for general internet sources.

So what are common types of library sources?

• Databases: databases are specialized search service that provide access to sources such as academic and scientific journals, newspapers, and magazines. An example of a database would be Academic Search Complete.
• Journals: journals are specialized publications focused on an often narrow topic or field. For example,  Computers & Composition is a peer-reviewed journal focused on the intersection of computers, technology, and composition (i.e. writing) classrooms. Another example is the Journal of Bioengineering & Biomedical Science.
• Books: also called monographs, books generally cover topics in more depth than can be done in a journal article. Sometimes books will contain contributions from multiple authors, with each chapter authored separately.
• Various media: depending on the library, you may have access to a range of media, including documentries, videos, audio recordings, and more. Some libraries offer streaming media that you can watch directly on the library website without having to download any files.

How do I perform a search?

Research is not a linear process. Research requires a back and forth between sources, your ideas and analysis, and the rhetorical situation for your research.

The research process is a bit like an eye exam. The doctor makes a best guess for the most appropriate lens strength, and then adjusts the lenses from there. Sometimes the first option is the best and most appropriate; sometimes it takes a few tries with several different options before finding the best one for you and your situation.

Once you decide on a general topic, you will need to determine keywords that you can use to search different resources.

Let’s say you read an article about  how four Mexican immigrants and their cheap robot beat MIT in a robotics competition , and now you are interested in the topic of immigration and STEM education or employment. After reading the article, you decide on some terms:

• Illegal aliens

It is important to have a wide range of keywords because not all terms will result in the same information. Developing a list of keywords can be aided by a quick Google search. A Google search may reveal more official language or terms; broader or narrower terms and concepts; or related terms and concepts. You can also search for the term + synonym to find other words you might use.  Keep in mind, a  synonym search will not work for all terms. For technical and scientific topics, though, Google may not be a lot of help for finding other terms.

You can use a couple different tricks to narrow your search. Using quotation marks around two or more words means the search results will contain those words only in that specific order. For example, based on the exercise above, a search for “illegal aliens” would only provide results where these words appear in this exact order, with no words between them. A search for illegal aliens  without the quotation marks will search for “illegal aliens” but also any sources that have the word illegal and alien anywhere in the text.

A Guide to Technical Communications: Strategies & Applications Copyright © 2016 by Lynn Hall & Leah Wahlin is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

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How to Conduct Asset Management Market Research

In today’s ever-shifting market environment, having the right resources and tools to conduct market research is critical for asset managers. Market research allows you to find the insights and information you need to drive investment recommendations and portfolio positioning —while safeguarding you from missing out on lucrative opportunities. 

With the dawn of AI, investment teams are gaining efficiencies and the ability to streamline their workflows. AI is transforming research tasks and due diligence that were once manual, repetitive, and time-consuming efforts. 

The evolution of AI has enabled teams to focus on larger-picture objectives, and pivot strategically on data-driven insights. The ability to act swiftly and make confident decisions is critical for maintaining a competitive edge and delivering on performance. 

With AI in asset management growing at a projected rate of 34% CAGR into 2027 , the implementation of this technology will continue to play a vital role in improving portfolio management , optimizing performance returns, mitigating risk, and ultimately delivering better outcomes for investors.

Below, we outline best practices for performing market research, the various types of research workflows, and the benefits of leveraging an AI-driven workflow for optimized results and quicker insights.

What is Asset Management Market Research?

Asset management market research is the process of gathering, analyzing, and interpreting information relevant to the asset management industry. This type of research helps stakeholders understand market dynamics, trends, opportunities, and challenges. 

Typically, asset management market research involves market analysis, competitive landscape analysis, industry trend analysis, and risk assessment. 

Pinpointing valuable insights is the backbone of market research within asset management. Whether a researcher is keen on a particular industry, a trending theme, or a specific company, locating the right information is key in order to pressure-test a hypothesis, conduct due diligence , or to secure a deal. It is the basis for driving informed investment decisions and uncovering potential areas of opportunity.

Across asset classes, investment teams consult a myriad of sources to gain critical insights on both public and private companies. They seek out both qualitative insights and quantitative data, to provide a holistic snapshot into a company, industry, or trend that may be relevant to formulating a hypothesis or affirming convictions.

Data-driven quantitative research provides a glimpse into the performance, condition, and financial health of a firm. Often sourced from earnings transcripts, broker research , and company filings, it can steer portfolio positioning and/or re-balancing, or materially impact M&A outcomes.

Qualitative insights —such as company documents, expert perspectives, and regulatory filings— uncover non-numeric data insights and explore subjective aspects including attitudes, behaviors, motivations, and commentary. Qualitative data is powerful as it adds necessary context to quantitative data, analyzing text data points that quantitative methods cannot measure. This helps researchers gain a more complete perspective on any industry, company, or topic.

A comprehensive investment research workflow will incorporate elements of both primary and secondary research and capture both quantitative and qualitative insights to get a complete picture of the market.

In an era of information overload, getting up to speed on an industry or company quickly, ensuring the accuracy of insights, and streamlining research findings is of paramount importance. The ability to confidently ascertain intelligence empowers firms to strategically pivot and make informed, data-driven decisions.

That’s why investment teams are turning to AI and generative AI (genAI) capabilities to enhance knowledge discovery and deliver efficiencies to their workflows. Leveraging emerging technology and developing best practices ensures firms stay at the forefront and maintain a competitive advantage.

AI platforms like AlphaSense help you conduct better, more efficient market research in the asset management space by supporting the following key workflows: 

Utilize In-Depth Financial Analysis

With AlphaSense’s cutting-edge AI technology, investment teams can streamline financial analysis and pinpoint critical data points in seconds: 

• Access Extensive Financial Information – Search a company’s ticker and run thematic searches across broker research and expert transcripts to quickly validate assumptions.
• Performing Time Series Data Modeling – Filter by SEC filings to access income statements, balance sheets, and more, and then drill down to see and export QoQ data for trend analysis.
• Extract Key Performance Indicators (KPIs) – Filter by earnings calls and see KPIs highlighted in the panel. Click “Show History” to expand your view to all snippets related to that KPI over time.
• Streamline financial auditing and workflow – Our Table Explorer feature allows you to generate a historical lookback of a company’s financial performance (broken out quarterly or annually), quickly spot seasonality, and further understand growth trajectory.

Uncover Instant Insights with Summarization

The ability to surface insights instantly saves investment teams the considerable time it would take to review lengthy documents such as earning reports, broker research , and expert perspectives to extract valuable information. With genAI summarization functionality, researchers can simply search for a particular company or industry and surface tidbits of information most relevant to their research. 

AlphaSense’s Smart Summaries is a generative AI tool that draws from our premium content universe and provides an analysis of the positives, negatives, outlook, and Q&A from earnings transcripts—all verifiable with a single click. Beyond just a company’s self-reported results and outlook, you also get summaries of analyst reactions post-earnings call. This enables you to capture the full picture of bullish or bearish reactions, and make recommendations to position your portfolio accordingly.

Identify Emerging Trends and Pinpoint Disruptors 

To stay informed on trends actively shaping the industry, analysts have traditionally aggregated intelligence from multiple sources and have run the risk of missing critical insights elsewhere—until now.

In addition to structured data, genAI is streamlining how teams can consume and leverage unstructured data. This includes news articles, company documents, presentations, and other qualitative sources that are ordinarily time-consuming to scour. Additionally, image searches have the ability to extract data from charts, tables, and images that would be missed by a regular search.

The AlphaSense platform uses genAI to centralize the information you need in order to execute top-down and bottom-up searches with ease. Our simple thematic searches enable you to map the market, identify segment-specific drivers, and discover new companies not on your radar. Identifying emerging trends and pinpointing disruptors in the market has never been easier. With AlphaSense’s exclusive and premium content library spanning 10,000+ public and private data sources , you can ensure no stone goes unturned.

Discover 360 Degree Expert Perspectives 

AlphaSense has evolved the way researchers access expert perspectives with an extensive expert transcript library and Expert Call Services . Our personalized expert calls can complete your investment research process and maximize your return on investment (ROI) by streamlining your connection to experts and quality insights.

Leveraging Expert Insights allows you to fast-track your understanding of an industry or market and gain a competitive edge with informed decision-making. Additionally, granular insights from custom expert calls allow you to extract the exact information needed to validate your investment process from firsthand industry perspectives that are closest to the “source of truth.”

Unlock the Value of Proprietary Research

AlphaSense’s Enterprise Intelligence solution unlocks the value of your firm’s prized internal knowledge using generative AI. 

Our purpose-built AI searches, summarizes, and interrogates your proprietary internal data alongside a vast repository of 300M+ premium external documents to surface the most valuable insights. It allows you to automatically integrate and tag your PDFs, SharePoint documents, CIMs, Excel sheets, and more. You can also interrogate long documents with natural-language chat that go straight to the source to surface the most relevant insights. 

With our Enterprise Intelligence solution, investment teams can instantly surface proprietary market knowledge while removing any unknowns, potential blind spots, and reputational risk.

Keep A Pulse on Market Movement with Sentiment Analysis

Sentiment analysis plays a critical role in structuring the investment recommendations that are passed on to portfolio managers as part of the research process. Analysts rely on a plethora of buy-side and sell-side research, company documents, expert perspectives, regulatory filings, and more to craft their findings and share vetted reports with the broader investment team.

As a machine learning and natural language processing ( NLP)-based feature , sentiment analysis sifts through many of the documents analysts rely on, extrapolating tone and language nuance to provide the subtext within seconds. This feature is built into the AlphaSense platform, enabling you to quickly recognize the positive, negative, or neutral sentiment in the source you are analyzing. 

Sentiment scoring on the AlphaSense platform can potentially spot stock movement before it happens , and also gain a deeper understanding of a pivotal market event or trend. Overall, it is a crucial component of the market research process that drives better, more informed investment decisions.

Benefits of Asset Management Market Research

By facilitating the insights and knowledge that are essential for decision-making, market research undoubtedly serves a critical role in investment recommendations and positioning. It can ultimately affect the outcome of a deal, influence portfolio performance as a result of rebalancing and/or re-positioning, and help you identify lucrative opportunities.

Leveraging AI and genAI throughout the discovery process ensures best practices for conducting research, by streamlining the intelligence and insights investment teams need to act with confidence and with the speed of the market.

The ability to confidently ascertain intelligence empowers firms to strategically pivot and make informed, data-driven decisions. Leveraging emerging technology and exercising best practices ensures firms stay at the forefront and maintain a competitive advantage.

Beyond creating efficiencies and accelerating the speed of insights, AI-driven market research also minimizes manual tasks that may have yielded insights with limited or inaccurate visibility, potentially resulting in inferior investment guidance, or worse—reputational risk. 

Having the ability to proactively monitor macroeconomic conditions, get end-to-end research coverage, instantly analyze expert perspectives, and track early signals for market-moving trends is a hallmark of generative AI’s vast capabilities, and one that ultimately fosters alpha generation. 

Get Ahead with AlphaSense

A successful investment strategy starts with swift, accurate insights. AlphaSense’s powerful AI platform eliminates the unknowns of locating crucial market intelligence by quickly parsing through an extensive content universe of expert transcripts , broker research , financial documents , and more to pinpoint quality insights and metrics in seconds. 

Learn how our industry-leading AI platform can help you sift through the noise, accelerate your research, and bring efficiencies to your workflow, resulting in confident, data-driven decisions.

Let our powerful AI capabilities do the heavy lifting so you can competitively position your team— start your free trial of AlphaSense today .

Barb is a Content Marketing Manager covering the financial services segment at AlphaSense. Previously, she managed the content program at a global financial services firm.

Read all posts written by Barbara Tague

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• Israeli Views of the Israel-Hamas War

Jewish Israelis and Arab Israelis see the war very differently

Table of contents.

• Views of the Israeli military response against Hamas
• Attitudes toward Israel’s war cabinet
• Current concerns about the war
• Confidence in Biden
• Views of how Biden is handling the Israel-Hamas war
• Who is Biden favoring in the conflict, or is he striking the right balance?
• Views of the U.S.
• Who Israelis want to play a role in diplomatically resolving the war
• Success against Hamas
• Israel’s future national security
• The future of Gaza
• Views of Palestinian leaders
• Palestinian statehood and coexistence
• Acknowledgments
• Methodology

This Pew Research Center analysis covers Israeli attitudes on the Israel-Hamas war, including opinions on how it’s being conducted, the country’s future, Israeli political leaders and the United States’ role in the conflict.

The data is from a survey of 1,001 Israeli adults conducted face-to-face from March 3 to April 4, 2024. Interviews were conducted in Hebrew and Arabic, and the survey is representative of the adult population ages 18 and older, excluding those in East Jerusalem and non-sanctioned outposts. (The survey also did not cover the West Bank or Gaza.) The survey included an oversample of Arabs in Israel. It was subsequently weighted to be representative of the Israeli adult population with the following variables: gender by ethnicity, age by ethnicity, education, region, urbanicity and probability of selection of respondent.

Here are the questions used for the report, along with responses, and the survey methodology .

A new Pew Research Center survey finds that 39% of Israelis say Israel’s military response against Hamas in Gaza has been about right, while 34% say it has not gone far enough and 19% think it has gone too far.

According to the survey, conducted in March and early April, roughly two-thirds of Israelis are also confident that Israel will either probably (27%) or definitely (40%) achieve its goals in the war against Hamas. Still, majorities of Israeli adults are worried about aspects of the ongoing war: 

• 61% say they are extremely or very concerned about the war expanding into other countries in the region.
• 68% say they are extremely or very concerned about the war going on for a long time.

When it comes to what should happen after the war, there is less consensus. A 40% plurality of Israelis think Israel should govern the Gaza Strip. Smaller shares think Gazans should decide who governs (14%) or would like to see a Palestinian Authority national unity government either with (6%) or without (12%) President Mahmoud Abbas (also known as Abu Mazen) in leadership.

Separately, 26% of Israelis think a way can be found for Israel and an independent Palestinian state to coexist peacefully with each other – down from  35% who said the same last year , prior to the war, and about half as many as took that position when the question was first asked in 2013.

Research in the West Bank and Gaza

Pew Research Center has polled the Palestinian territories in previous years, but we were unable to conduct fieldwork in Gaza or the West Bank for our March/April 2024 survey due to security concerns. We are actively investigating possibilities for both qualitative and quantitative research on public opinion in the region and hope to be able to provide more data in the coming months.

These are among the key findings of a new survey of 1,001 Israelis, conducted via face-to-face interviews from March 3 to April 4, 2024.

The survey also asked Israelis about the U.S. role in the conflict. (It was conducted before U.S. President Joe Biden took a tougher stance toward Israel in the wake of an Israeli airstrike that killed seven World Central Kitchen aid workers. And it predates Biden’s declaration that the U.S. would not provide offensive weapons to Israel in the event of a Rafah invasion as well as the subsequent Israeli strikes in Rafah .)

The survey shows:

• 60% of Israelis disapprove of the way Biden is handling the Israel-Hamas war.
• 41% think Biden is striking the right balance between Israelis and Palestinians. Still, 27% of Israelis say he is favoring Israelis too much, while roughly the same share (25%) say he favors Palestinians too much.
• Most Israelis express confidence in Biden to handle world affairs and have a favorable view of the U.S. But ratings of both Biden and the U.S. have fallen at least 10 percentage points since last year. (For more on this, read “How Israelis and Americans view one another and the U.S. role in the Israel-Hamas war.” )

Nonetheless, a large majority (72%) still want the U.S. to play a major role in diplomatically resolving the war – more than say the same about any of the other countries or organizations asked about, including Egypt (45%), Saudi Arabia (29%), Qatar (27%) and the United Nations (24%).

Arab and Jewish Israelis

People across Israeli society perceive the war in vastly different ways, depending on their views of the current leadership, how they identify ideologically, their religious backgrounds and other factors. One of the starkest divides is between Arab and Jewish Israelis:

• Arab Israelis are less likely than Jewish Israelis to think Israel will succeed in achieving its war aims (38% vs. 76%) and less optimistic when thinking about the future of the country’s national security (21% vs. 63%).
• Israeli Arabs are much more likely than Jews to say the country’s military response has gone too far (74% vs. 4%).
• Almost no Israeli Arabs (3%) want Israel to govern the Gaza Strip after the war, while half of Israeli Jews think it should do so. A plurality of Arabs would like the people who live in Gaza to decide who governs (37%), while only 8% of Jews prefer this outcome.
• Arab Israelis have much less favorable views of the U.S. than Jewish Israelis do (29% vs. 90%), as well as less confidence in Biden (21% vs. 66%). They are also much more likely to disapprove of Biden’s handling of the war (86% vs. 53%) and to think he favors Israelis too much (86% vs. 11%).
• Although a majority of Arabs (63%) want the U.S. to play a major role in diplomatically resolving the war between Israel and Hamas, an even greater share of Jewish Israelis (74%) want this. And roughly two-thirds of Arabs are open to Qatar and Egypt playing a major role, while only about four-in-ten Jews or fewer say the same.
• Roughly nine-in-ten Arabs (92%) have a negative view of Israeli Prime Minister Benjamin Netanyahu, compared with around half of Jews (48%). Views of the two other war cabinet members , Benny Gantz and Yoav Gallant, are also divided along ethnic lines. (The survey was conducted before Gantz threatened to leave the war cabinet .)

In many cases, there are also large ideological differences, with Israelis who describe themselves as being on the left generally more critical of Israel’s war response, less optimistic about its success and more critical of the U.S. than those on the right. There also tend to be differences among Israeli Jews based on how religiously observant they are. For more on how we looked at these differences, refer to the box below.

Jewish religious groups in Israel: Haredim, Datiim, Masortim and Hilonim

Nearly all Israeli Jews identify as either Haredi (commonly translated as “ultra-Orthodox”), Dati (“religious”), Masorti (“traditional”) or Hiloni (“secular”). The spectrum of religious observance in Israel – on which Haredim are generally the most religious and Hilonim the least – does not always line up perfectly with Israel’s political spectrum. On some issues, including those pertaining to religion in public life, there is a clear overlap: Haredim are furthest to the right, and Hilonim are furthest to the left, with Datiim and Masortim in between. But on other political issues, including those related to the Israeli-Palestinian conflict and views of the United States, differences between religious groups do not always mirror those between people at different points on the ideological spectrum. Because of sample size considerations, we combine Haredim and Datiim for analysis in this report.

For more information on the different views of these religious groups, read the Center’s 2016 deep dive on the topic, “Israel’s Religiously Divided Society.”

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ABOUT PEW RESEARCH CENTER  Pew Research Center is a nonpartisan fact tank that informs the public about the issues, attitudes and trends shaping the world. It conducts public opinion polling, demographic research, media content analysis and other empirical social science research. Pew Research Center does not take policy positions. It is a subsidiary of  The Pew Charitable Trusts .

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• Small Business
• How to Start a Business

How to Start a Business: A Comprehensive Guide and Essential Steps

Building an effective business launch plan

• Search Search Please fill out this field.

Conducting Market Research

Crafting a business plan, reviewing funding options, understanding legal requirements, implementing marketing strategies, the bottom line.

• How to Start a Business: A Comprehensive Guide and Essential Steps CURRENT ARTICLE
• How to Do Market Research, Types, and Example
• Marketing Strategy: What It Is, How It Works, How To Create One
• Marketing in Business: Strategies and Types Explained
• What Is a Marketing Plan? Types and How to Write One
• Business Development: Definition, Strategies, Steps & Skills
• Business Plan: What It Is, What's Included, and How to Write One
• Small Business Development Center (SBDC): Meaning, Types, Impact
• How to Write a Business Plan for a Loan
• Business Startup Costs: It’s in the Details
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• Sole Proprietorship: What It Is, Pros & Cons, and Differences From an LLC
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• What is an LLC? Limited Liability Company Structure and Benefits Defined
• Corporation: What It Is and How to Form One
• Starting a Small Business: Your Complete How-to Guide
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• How to Start a Successful Dropshipping Business: A Comprehensive Guide

Starting a business in the United States involves a number of different steps spanning legal considerations, market research, creating a business plan, securing funding, and developing a marketing strategy. It also requires decisions about a business’ location, structure, name, taxation, and registration. Here are the key steps involved in starting a business, as well as important aspects of the process for entrepreneurs to consider.

Key Takeaways

• Entrepreneurs should start by conducting market research to understand their industry space, competition, and target customers.
• The next step is to write a comprehensive business plan, outlining the company’s structure, vision, and strategy.
• Securing funding in the form of grants, loans, venture capital, and/or crowdfunded money is crucial if you’re not self-funding.
• When choosing a venue, be aware of local regulations and requirements.
• Design your business structure with an eye to legal aspects, such as taxation and registration.
• Make a strategic marketing plan that addresses the specifics of the business, industry, and target market.

Before starting a business, entrepreneurs should conduct market research to determine their target audience, competition, and market trends. The U.S. Small Business Administration (SBA) breaks down common market considerations as follows:

• Demand : Is there a need for this product or service?
• Market size : How many people might be interested?
• Economic indicators : What are the income, employment rate, and spending habits of potential customers?
• Location : Are the target market and business well situated for each other?
• Competition : What is the market saturation ? Who and how many are you going up against?
• Pricing : What might a customer be willing to pay?

Market research should also include an analysis of market opportunities, barriers to market entry, and industry trends, as well as the competition’s strengths, weaknesses, and market share .

There are various methods for conducting market research, and these will vary depending on the nature of the industry and potential business. Data can come from a variety of places, including statistical agencies, economic and financial institutions, and industry sources, as well as direct consumer research through focus groups, interviews, surveys, and questionnaires.

A comprehensive business plan is like a blueprint. It lays the foundation for business development and affects decision-making, day-to-day operations, and growth. Potential investors or partners may want to review and assess it in advance of agreeing to work together. Financial institutions often request business plans as part of an application for a loan or other forms of capital. 

Business plans will differ according to the needs and nature of the company and should only include what makes sense for the business in question. As such, they can vary in length and structure. They can generally be divided into two formats: traditional and lean start-up. The latter is less common and more useful for simple businesses or those that expect to rework their traditional business plan frequently. It provides a vivid snapshot of the company through a small number of elements.

The process of funding a business depends on its needs and the vision and financial situation of its owner.  The first step is to calculate the start-up costs . Identify a list of expenses and put a dollar amount to each of them through research and requesting quotes. The SBA has a start-up costs calculator for small businesses that includes common types of business expenses.  

The next step is to determine how to get the money. Common methods include:

• Self-funding , also known as “ bootstrapping ”
• Finding investors willing to contribute to your venture capital
• Raising money online by crowdfunding
• Securing a business loan from a bank, an online lender, or a credit union
• Winning a business grant from a donor, usually a government, foundation, charity, or corporation

Different methods suit different businesses, and it’s important to consider the obligations associated with any avenue of funding. For example, investors generally want a degree of control for their money, while self-funding puts business owners fully in charge. Of course, investors also mitigate risk; self-funding does not.

Availability is another consideration. Loans are easier to get than grants, which don’t have to be paid back. Additionally, the federal government doesn’t provide grants for the purposes of starting or growing a business, although private organizations may. However, the SBA does guarantee several categories of loans , accessing capital that may not be available through traditional lenders. No matter the funding method(s), it’s essential to detail how the money will be used and lay out a future financial plan for the business, including sales projections and loan repayments . 

Businesses operating in the U.S. are legally subject to regulations at the local, county, state, and federal level involving taxation, business IDs, registrations, and permits.

Choosing a Business Location

Where a business operates will dictate such things as taxes, zoning laws (for brick-and-mortar locations), licenses, and permits. Other considerations when choosing a location might include:

• Human factors : These include target audience and the preferences of business owners and partners regarding convenience, knowledge of the area, and commuting distance.
• Regulations : Government at every level will assert its authority.
• Regionally specific expenses : Examples are average salaries (including required minimum wages), property or rental prices, insurance rates, utilities, and government fees and licensing.
• The tax and financial environment : Tax types include income, sales, corporate, and property, as well as tax credits; available investment incentives and loan programs may also be geographically determined.

Picking a Business Structure

The structure of a business should reflect the desired number of owners, liability characteristics, and tax status. Because these have legal and tax compliance implications , it’s important to understand them fully. If necessary, consult a business counselor, a lawyer, and/or an accountant.

Common business structures include:

• Sole proprietorship : A sole proprietorship is an unincorporated business that has just one owner, who pays personal income tax on its profits.
• Partnership : Partnership options include a limited partnership (LP) and a limited liability partnership (LLP) .
• Limited liability company (LLC) : An LLC protects its owners from personal responsibility for the company’s debts and liabilities.
• Corporation : The different types of corporations include C corp , S corp , B corp , closed corporation , and nonprofit .

Getting a Tax ID Number

A tax ID number is the equivalent of a Social Security number for a business. Whether or not a state and/or federal tax ID number is required will depend on the nature of the business and the location in which it’s registered.

A federal tax ID, also known as an employer identification number (EIN) , is required if a business:

• Operates as a corporation or partnership
• Pays federal taxes
• Has employees
• Files employment, excise, alcohol, tobacco, or firearms tax returns
• Has a Keogh plan
• Withholds taxes on non-wage income to nonresident aliens
• Is involved with certain types of organizations, including trusts, estates, real estate mortgage investment conduits, nonprofits, farmers’ cooperatives, and plan administrators

An EIN can also be useful if you want to open a business bank account, offer an employer-sponsored retirement plan, or apply for federal business licenses and permits. You can get one online from the Internal Revenue Service (IRS) . State websites will do the same for a state tax ID.

Registering a Business

How you register a business will depend on its location, nature, size, and business structure.  For example, a small business may not require any steps beyond registering its business name with local and state governments, and business owners whose business name is their own legal name might not need to register at all.

That said, registration can provide personal liability protection, tax-exempt status, and trademark protection, so it can be beneficial even if it’s not strictly required. Overall registration requirements, costs, and documentation will vary depending on the governing jurisdictions and business structure.  

Most LLCs, corporations, partnerships, and nonprofits are required to register at the state level and will need a registered agent to file on their behalf. Determining which state to register with can depend on factors such as:

• Whether the business has a physical presence in the state
• If the business often conducts in-person client meetings in the state
• If a large portion of business revenue comes from the state
• Whether the business has employees working in the state

If a business operates in more than one state, it may need to file for foreign qualification in other states in which it conducts business. In this case the business would register in the state in which it was formed (this would be considered the domestic state) and file for foreign qualification in any additional states.

Obtaining Permits

Filing for the applicable government licenses and permits will depend on the industry and nature of the business and might include submitting an application to a federal agency, state, county, and/or city. The SBA lists federally regulated business activities alongside the corresponding license-issuing agency, while state, county, and city regulations can be found on the official government websites for each region.

Every business should have a marketing plan that outlines an overall strategy and the day-to-day tactics used to execute it. A successful marketing plan will lay out tactics for how to connect with customers and convince them to buy what the company is selling. 

Marketing plans will vary according to the specifics of the industry, target market, and business, but they should aim to include descriptions of and strategies for the following:

• A target customer : Including market size, demographics, traits, and relevant trends
• Value propositions or business differentiators : An overview of the company’s competitive advantage with regard to employees, certifications, and offerings
• A sales and marketing plan : Including methods, channels, and a customer’s journey through interacting with the business
• Goals : Should cover different aspects of the marketing and sales strategy, such as social media follower growth, public relations opportunities, and sales targets
• An execution plan : Should detail tactics and break down higher-level goals into specific actions
• A budget : Detailing how much different marketing projects and activities will cost

How Much Does It Cost to Start a Business?

Business start-up costs will vary depending on the industry, business activity, and product or service offered. Home-based online businesses will usually cost less than those that require an office setting to meet with customers. The estimated cost can be calculated by first identifying a list of expenses and then researching and requesting quotes for each one. Use the SBA’s start-up costs calculator for common types of expenses associated with starting a small business.

What Should I Do Before Starting a Business?

Entrepreneurs seeking to start their own business should fully research and understand all the legal and funding considerations involved, conduct market research, and create marketing and business plans. They will also need to secure any necessary permits, licenses, funding, and business bank accounts.

What Types of Funding Are Available to Start a Business?

Start-up capital can come in the form of loans, grants, crowdfunding, venture capital, or self-funding. Note that the federal government does not provide grant funding for the purposes of starting a business, although some private sources do.

Do You Need to Write a Business Plan?

Business plans are comprehensive documents that lay out the most important information about a business. They reference its growth, development, and decision-making processes, and financial institutions and potential investors and partners generally request to review them in advance of agreeing to provide funding or to collaborate.

Starting a business is no easy feat, but research and preparation can help smooth the way. Having a firm understanding of your target market, competition, industry, goals, company structure, funding requirements, legal regulations, and marketing strategy, as well as conducting research and consulting experts where necessary, are all things that entrepreneurs can do to set themselves up for success.

U.S. Small Business Administration. “ Market Research and Competitive Analysis .”

U.S. Small Business Administration. “ Write Your Business Plan .”

U.S. Small Business Administration. " Calculate Your Startup Costs ."

U.S. Small Business Administration. “ Fund Your Business .”

U.S. Small Business Administration. “ Grants .”

U.S. Small Business Administration. “ Loans .”

U.S. Small Business Administration. “ Pick Your Business Location .”

U.S. Small Business Administration. “ Choose a Business Structure .”

Internal Revenue Service. “ Do You Need an EIN? ”

U.S. Small Business Administration. “ Get Federal and State Tax ID Numbers .”

U.S. Small Business Administration. “ Register Your Business .”

U.S. Small Business Administration. “ Apply for Licenses and Permits .”

U.S. Small Business Administration. “ Marketing and Sales .”

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