objectives in research methods

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What Are Research Objectives and How to Write Them (with Examples)

Table of Contents

Introduction

Research is at the center of everything researchers do, and setting clear, well-defined research objectives plays a pivotal role in guiding scholars toward their desired outcomes. Research papers are essential instruments for researchers to effectively communicate their work. Among the many sections that constitute a research paper, the introduction plays a key role in providing a background and setting the context. 1 Research objectives, which define the aims of the study, are usually stated in the introduction. Every study has a research question that the authors are trying to answer, and the objective is an active statement about how the study will answer this research question. These objectives help guide the development and design of the study and steer the research in the appropriate direction; if this is not clearly defined, a project can fail!

Research studies have a research question, research hypothesis, and one or more research objectives. A research question is what a study aims to answer, and a research hypothesis is a predictive statement about the relationship between two or more variables, which the study sets out to prove or disprove. Objectives are specific, measurable goals that the study aims to achieve. The difference between these three is illustrated by the following example:

Research question : How does low-intensity pulsed ultrasound (LIPUS) compare with a placebo device in managing the symptoms of skeletally mature patients with patellar tendinopathy?
Research hypothesis : Pain levels are reduced in patients who receive daily active-LIPUS (treatment) for 12 weeks compared with individuals who receive inactive-LIPUS (placebo).
Research objective : To investigate the clinical efficacy of LIPUS in the management of patellar tendinopathy symptoms.

This article discusses the importance of clear, well-thought out objectives and suggests methods to write them clearly.

What is the introduction in research papers?

Research objectives are usually included in the introduction section. This section is the first that the readers will read so it is essential that it conveys the subject matter appropriately and is well written to create a good first impression. A good introduction sets the tone of the paper and clearly outlines the contents so that the readers get a quick snapshot of what to expect.

A good introduction should aim to: 2,3

Indicate the main subject area, its importance, and cite previous literature on the subject
Define the gap(s) in existing research, ask a research question, and state the objectives
Announce the present research and outline its novelty and significance
Avoid repeating the Abstract, providing unnecessary information, and claiming novelty without accurate supporting information.

Why are research objectives important?

Objectives can help you stay focused and steer your research in the required direction. They help define and limit the scope of your research, which is important to efficiently manage your resources and time. The objectives help to create and maintain the overall structure, and specify two main things—the variables and the methods of quantifying the variables.

A good research objective:

defines the scope of the study
gives direction to the research
helps maintain focus and avoid diversions from the topic
minimizes wastage of resources like time, money, and energy

Types of research objectives

Research objectives can be broadly classified into general and specific objectives . 4 General objectives state what the research expects to achieve overall while specific objectives break this down into smaller, logically connected parts, each of which addresses various parts of the research problem. General objectives are the main goals of the study and are usually fewer in number while specific objectives are more in number because they address several aspects of the research problem.

Example (general objective): To investigate the factors influencing the financial performance of firms listed in the New York Stock Exchange market.

Example (specific objective): To assess the influence of firm size on the financial performance of firms listed in the New York Stock Exchange market.

In addition to this broad classification, research objectives can be grouped into several categories depending on the research problem, as given in Table 1.

Table 1: Types of research objectives


Exploratory	Explores a previously unstudied topic, issue, or phenomenon; aims to generate ideas or hypotheses
Descriptive	Describes the characteristics and features of a particular population or group
Explanatory	Explains the relationships between variables; seeks to identify cause-and-effect relationships
Predictive	Predicts future outcomes or events based on existing data samples or trends
Diagnostic	Identifies factors contributing to a particular problem
Comparative	Compares two or more groups or phenomena to identify similarities and differences
Historical	Examines past events and trends to understand their significance and impact
Methodological	Develops and improves research methods and techniques
Theoretical	Tests and refines existing theories or helps develop new theoretical perspectives

Characteristics of research objectives

Research objectives must start with the word “To” because this helps readers identify the objective in the absence of headings and appropriate sectioning in research papers. 5,6

A good objective is SMART (mostly applicable to specific objectives):
Specific—clear about the what, why, when, and how
Measurable—identifies the main variables of the study and quantifies the targets
Achievable—attainable using the available time and resources
Realistic—accurately addresses the scope of the problem
Time-bound—identifies the time in which each step will be completed
Research objectives clarify the purpose of research.
They help understand the relationship and dissimilarities between variables.
They provide a direction that helps the research to reach a definite conclusion.

How to write research objectives?

Research objectives can be written using the following steps: 7

State your main research question clearly and concisely.
Describe the ultimate goal of your study, which is similar to the research question but states the intended outcomes more definitively.
Divide this main goal into subcategories to develop your objectives.
Limit the number of objectives (1-2 general; 3-4 specific)
Assess each objective using the SMART
Start each objective with an action verb like assess, compare, determine, evaluate, etc., which makes the research appear more actionable.
Use specific language without making the sentence data heavy.
The most common section to add the objectives is the introduction and after the problem statement.
Add the objectives to the abstract (if there is one).
State the general objective first, followed by the specific objectives.

Formulating research objectives

Formulating research objectives has the following five steps, which could help researchers develop a clear objective: 8

Identify the research problem.
Review past studies on subjects similar to your problem statement, that is, studies that use similar methods, variables, etc.
Identify the research gaps the current study should cover based on your literature review. These gaps could be theoretical, methodological, or conceptual.
Define the research question(s) based on the gaps identified.
Revise/relate the research problem based on the defined research question and the gaps identified. This is to confirm that there is an actual need for a study on the subject based on the gaps in literature.
Identify and write the general and specific objectives.
Incorporate the objectives into the study.

Advantages of research objectives

Adding clear research objectives has the following advantages: 4,8

Maintains the focus and direction of the research
Optimizes allocation of resources with minimal wastage
Acts as a foundation for defining appropriate research questions and hypotheses
Provides measurable outcomes that can help evaluate the success of the research
Determines the feasibility of the research by helping to assess the availability of required resources
Ensures relevance of the study to the subject and its contribution to existing literature

Disadvantages of research objectives

Research objectives also have few disadvantages, as listed below: 8

Absence of clearly defined objectives can lead to ambiguity in the research process
Unintentional bias could affect the validity and accuracy of the research findings

Key takeaways

Research objectives are concise statements that describe what the research is aiming to achieve.
They define the scope and direction of the research and maintain focus.
The objectives should be SMART—specific, measurable, achievable, realistic, and time-bound.
Clear research objectives help avoid collection of data or resources not required for the study.
Well-formulated specific objectives help develop the overall research methodology, including data collection, analysis, interpretation, and utilization.
Research objectives should cover all aspects of the problem statement in a coherent way.
They should be clearly stated using action verbs.

Frequently asked questions on research objectives

Q: what’s the difference between research objectives and aims 9.

A: Research aims are statements that reflect the broad goal(s) of the study and outline the general direction of the research. They are not specific but clearly define the focus of the study.

Example: This research aims to explore employee experiences of digital transformation in retail HR.

Research objectives focus on the action to be taken to achieve the aims. They make the aims more practical and should be specific and actionable.

Example: To observe the retail HR employees throughout the digital transformation.

Q: What are the examples of research objectives, both general and specific?

A: Here are a few examples of research objectives:

To identify the antiviral chemical constituents in Mumbukura gitoniensis (general)
To carry out solvent extraction of dried flowers of Mumbukura gitoniensis and isolate the constituents. (specific)
To determine the antiviral activity of each of the isolated compounds. (specific)
To examine the extent, range, and method of coral reef rehabilitation projects in five shallow reef areas adjacent to popular tourist destinations in the Philippines.
To investigate species richness of mammal communities in five protected areas over the past 20 years.
To evaluate the potential application of AI techniques for estimating best-corrected visual acuity from fundus photographs with and without ancillary information.
To investigate whether sport influences psychological parameters in the personality of asthmatic children.

Q: How do I develop research objectives?

A: Developing research objectives begins with defining the problem statement clearly, as illustrated by Figure 1. Objectives specify how the research question will be answered and they determine what is to be measured to test the hypothesis.

Q: Are research objectives measurable?

A: The word “measurable” implies that something is quantifiable. In terms of research objectives, this means that the source and method of collecting data are identified and that all these aspects are feasible for the research. Some metrics can be created to measure your progress toward achieving your objectives.

Q: Can research objectives change during the study?

A: Revising research objectives during the study is acceptable in situations when the selected methodology is not progressing toward achieving the objective, or if there are challenges pertaining to resources, etc. One thing to keep in mind is the time and resources you would have to complete your research after revising the objectives. Thus, as long as your problem statement and hypotheses are unchanged, minor revisions to the research objectives are acceptable.

Q: What is the difference between research questions and research objectives? 10


Broad statement; guide the overall direction of the research	Specific, measurable goals that the research aims to achieve
Identify the main problem	Define the specific outcomes the study aims to achieve
Used to generate hypotheses or identify gaps in existing knowledge	Used to establish clear and achievable targets for the research
Not mutually exclusive with research objectives	Should be directly related to the research question
Example:	Example:

Q: Are research objectives the same as hypotheses?

A: No, hypotheses are predictive theories that are expressed in general terms. Research objectives, which are more specific, are developed from hypotheses and aim to test them. A hypothesis can be tested using several methods and each method will have different objectives because the methodology to be used could be different. A hypothesis is developed based on observation and reasoning; it is a calculated prediction about why a particular phenomenon is occurring. To test this prediction, different research objectives are formulated. Here’s a simple example of both a research hypothesis and research objective.

Research hypothesis : Employees who arrive at work earlier are more productive.

Research objective : To assess whether employees who arrive at work earlier are more productive.

To summarize, research objectives are an important part of research studies and should be written clearly to effectively communicate your research. We hope this article has given you a brief insight into the importance of using clearly defined research objectives and how to formulate them.

Farrugia P, Petrisor BA, Farrokhyar F, Bhandari M. Practical tips for surgical research: Research questions, hypotheses and objectives. Can J Surg. 2010 Aug;53(4):278-81.
Abbadia J. How to write an introduction for a research paper. Mind the Graph website. Accessed June 14, 2023. https://mindthegraph.com/blog/how-to-write-an-introduction-for-a-research-paper/
Writing a scientific paper: Introduction. UCI libraries website. Accessed June 15, 2023. https://guides.lib.uci.edu/c.php?g=334338&p=2249903
Research objectives—Types, examples and writing guide. Researchmethod.net website. Accessed June 17, 2023. https://researchmethod.net/research-objectives/#:~:text=They%20provide%20a%20clear%20direction,track%20and%20achieve%20their%20goals .
Bartle P. SMART Characteristics of good objectives. Community empowerment collective website. Accessed June 16, 2023. https://cec.vcn.bc.ca/cmp/modules/pd-smar.htm
Research objectives. Studyprobe website. Accessed June 18, 2023. https://www.studyprobe.in/2022/08/research-objectives.html
Corredor F. How to write objectives in a research paper. wikiHow website. Accessed June 18, 2023. https://www.wikihow.com/Write-Objectives-in-a-Research-Proposal
Research objectives: Definition, types, characteristics, advantages. AccountingNest website. Accessed June 15, 2023. https://www.accountingnest.com/articles/research/research-objectives
Phair D., Shaeffer A. Research aims, objectives & questions. GradCoach website. Accessed June 20, 2023. https://gradcoach.com/research-aims-objectives-questions/
Understanding the difference between research questions and objectives. Accessed June 21, 2023. https://board.researchersjob.com/blog/research-questions-and-objectives

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Research Aims, Objectives & Questions

The “Golden Thread” Explained Simply (+ Examples)

By: David Phair (PhD) and Alexandra Shaeffer (PhD) | June 2022

The research aims , objectives and research questions (collectively called the “golden thread”) are arguably the most important thing you need to get right when you’re crafting a research proposal , dissertation or thesis . We receive questions almost every day about this “holy trinity” of research and there’s certainly a lot of confusion out there, so we’ve crafted this post to help you navigate your way through the fog.

Overview: The Golden Thread

What is the golden thread
What are research aims ( examples )
What are research objectives ( examples )
What are research questions ( examples )
The importance of alignment in the golden thread

What is the “golden thread”?

The golden thread simply refers to the collective research aims , research objectives , and research questions for any given project (i.e., a dissertation, thesis, or research paper ). These three elements are bundled together because it’s extremely important that they align with each other, and that the entire research project aligns with them.

Importantly, the golden thread needs to weave its way through the entirety of any research project , from start to end. In other words, it needs to be very clearly defined right at the beginning of the project (the topic ideation and proposal stage) and it needs to inform almost every decision throughout the rest of the project. For example, your research design and methodology will be heavily influenced by the golden thread (we’ll explain this in more detail later), as well as your literature review.

The research aims, objectives and research questions (the golden thread) define the focus and scope ( the delimitations ) of your research project. In other words, they help ringfence your dissertation or thesis to a relatively narrow domain, so that you can “go deep” and really dig into a specific problem or opportunity. They also help keep you on track , as they act as a litmus test for relevance. In other words, if you’re ever unsure whether to include something in your document, simply ask yourself the question, “does this contribute toward my research aims, objectives or questions?”. If it doesn’t, chances are you can drop it.

Alright, enough of the fluffy, conceptual stuff. Let’s get down to business and look at what exactly the research aims, objectives and questions are and outline a few examples to bring these concepts to life.

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Research Aims: What are they?

Simply put, the research aim(s) is a statement that reflects the broad overarching goal (s) of the research project. Research aims are fairly high-level (low resolution) as they outline the general direction of the research and what it’s trying to achieve .

Research Aims: Examples

True to the name, research aims usually start with the wording “this research aims to…”, “this research seeks to…”, and so on. For example:

“This research aims to explore employee experiences of digital transformation in retail HR.” “This study sets out to assess the interaction between student support and self-care on well-being in engineering graduate students”

As you can see, these research aims provide a high-level description of what the study is about and what it seeks to achieve. They’re not hyper-specific or action-oriented, but they’re clear about what the study’s focus is and what is being investigated.

Need a helping hand?

Research Objectives: What are they?

The research objectives take the research aims and make them more practical and actionable . In other words, the research objectives showcase the steps that the researcher will take to achieve the research aims.

The research objectives need to be far more specific (higher resolution) and actionable than the research aims. In fact, it’s always a good idea to craft your research objectives using the “SMART” criteria. In other words, they should be specific, measurable, achievable, relevant and time-bound”.

Research Objectives: Examples

Let’s look at two examples of research objectives. We’ll stick with the topic and research aims we mentioned previously.

For the digital transformation topic:

To observe the retail HR employees throughout the digital transformation. To assess employee perceptions of digital transformation in retail HR. To identify the barriers and facilitators of digital transformation in retail HR.

And for the student wellness topic:

To determine whether student self-care predicts the well-being score of engineering graduate students. To determine whether student support predicts the well-being score of engineering students. To assess the interaction between student self-care and student support when predicting well-being in engineering graduate students.

As you can see, these research objectives clearly align with the previously mentioned research aims and effectively translate the low-resolution aims into (comparatively) higher-resolution objectives and action points . They give the research project a clear focus and present something that resembles a research-based “to-do” list.

The research objectives detail the specific steps that you, as the researcher, will take to achieve the research aims you laid out.

Research Questions: What are they?

Finally, we arrive at the all-important research questions. The research questions are, as the name suggests, the key questions that your study will seek to answer . Simply put, they are the core purpose of your dissertation, thesis, or research project. You’ll present them at the beginning of your document (either in the introduction chapter or literature review chapter) and you’ll answer them at the end of your document (typically in the discussion and conclusion chapters).

The research questions will be the driving force throughout the research process. For example, in the literature review chapter, you’ll assess the relevance of any given resource based on whether it helps you move towards answering your research questions. Similarly, your methodology and research design will be heavily influenced by the nature of your research questions. For instance, research questions that are exploratory in nature will usually make use of a qualitative approach, whereas questions that relate to measurement or relationship testing will make use of a quantitative approach.

Let’s look at some examples of research questions to make this more tangible.

Research Questions: Examples

Again, we’ll stick with the research aims and research objectives we mentioned previously.

For the digital transformation topic (which would be qualitative in nature):

How do employees perceive digital transformation in retail HR? What are the barriers and facilitators of digital transformation in retail HR?

And for the student wellness topic (which would be quantitative in nature):

Does student self-care predict the well-being scores of engineering graduate students? Does student support predict the well-being scores of engineering students? Do student self-care and student support interact when predicting well-being in engineering graduate students?

You’ll probably notice that there’s quite a formulaic approach to this. In other words, the research questions are basically the research objectives “converted” into question format. While that is true most of the time, it’s not always the case. For example, the first research objective for the digital transformation topic was more or less a step on the path toward the other objectives, and as such, it didn’t warrant its own research question.

So, don’t rush your research questions and sloppily reword your objectives as questions. Carefully think about what exactly you’re trying to achieve (i.e. your research aim) and the objectives you’ve set out, then craft a set of well-aligned research questions . Also, keep in mind that this can be a somewhat iterative process , where you go back and tweak research objectives and aims to ensure tight alignment throughout the golden thread.

The importance of strong alignment

Alignment is the keyword here and we have to stress its importance . Simply put, you need to make sure that there is a very tight alignment between all three pieces of the golden thread. If your research aims and research questions don’t align, for example, your project will be pulling in different directions and will lack focus . This is a common problem students face and can cause many headaches (and tears), so be warned.

Take the time to carefully craft your research aims, objectives and research questions before you run off down the research path. Ideally, get your research supervisor/advisor to review and comment on your golden thread before you invest significant time into your project, and certainly before you start collecting data .

Recap: The golden thread

In this post, we unpacked the golden thread of research, consisting of the research aims , research objectives and research questions . You can jump back to any section using the links below.

As always, feel free to leave a comment below – we always love to hear from you. Also, if you’re interested in 1-on-1 support, take a look at our private coaching service here.

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41 Comments

Thank you very much for your great effort put. As an Undergraduate taking Demographic Research & Methodology, I’ve been trying so hard to understand clearly what is a Research Question, Research Aim and the Objectives in a research and the relationship between them etc. But as for now I’m thankful that you’ve solved my problem.

Well appreciated. This has helped me greatly in doing my dissertation.

An so delighted with this wonderful information thank you a lot.

so impressive i have benefited a lot looking forward to learn more on research.

I am very happy to have carefully gone through this well researched article.

Infact,I used to be phobia about anything research, because of my poor understanding of the concepts.

Now,I get to know that my research question is the same as my research objective(s) rephrased in question format.

I please I would need a follow up on the subject,as I intends to join the team of researchers. Thanks once again.

Thanks so much. This was really helpful.

I know you pepole have tried to break things into more understandable and easy format. And God bless you. Keep it up

i found this document so useful towards my study in research methods. thanks so much.

This is my 2nd read topic in your course and I should commend the simplified explanations of each part. I’m beginning to understand and absorb the use of each part of a dissertation/thesis. I’ll keep on reading your free course and might be able to avail the training course! Kudos!

Thank you! Better put that my lecture and helped to easily understand the basics which I feel often get brushed over when beginning dissertation work.

This is quite helpful. I like how the Golden thread has been explained and the needed alignment.

This is quite helpful. I really appreciate!

The article made it simple for researcher students to differentiate between three concepts.

Very innovative and educational in approach to conducting research.

I am very impressed with all these terminology, as I am a fresh student for post graduate, I am highly guided and I promised to continue making consultation when the need arise. Thanks a lot.

A very helpful piece. thanks, I really appreciate it .

Very well explained, and it might be helpful to many people like me.

Wish i had found this (and other) resource(s) at the beginning of my PhD journey… not in my writing up year… 😩 Anyways… just a quick question as i’m having some issues ordering my “golden thread”…. does it matter in what order you mention them? i.e., is it always first aims, then objectives, and finally the questions? or can you first mention the research questions and then the aims and objectives?

Thank you for a very simple explanation that builds upon the concepts in a very logical manner. Just prior to this, I read the research hypothesis article, which was equally very good. This met my primary objective.

My secondary objective was to understand the difference between research questions and research hypothesis, and in which context to use which one. However, I am still not clear on this. Can you kindly please guide?

In research, a research question is a clear and specific inquiry that the researcher wants to answer, while a research hypothesis is a tentative statement or prediction about the relationship between variables or the expected outcome of the study. Research questions are broader and guide the overall study, while hypotheses are specific and testable statements used in quantitative research. Research questions identify the problem, while hypotheses provide a focus for testing in the study.

Exactly what I need in this research journey, I look forward to more of your coaching videos.

This helped a lot. Thanks so much for the effort put into explaining it.

What data source in writing dissertation/Thesis requires?

What is data source covers when writing dessertation/thesis

This is quite useful thanks

I’m excited and thankful. I got so much value which will help me progress in my thesis.

where are the locations of the reserch statement, research objective and research question in a reserach paper? Can you write an ouline that defines their places in the researh paper?

Very helpful and important tips on Aims, Objectives and Questions.

Thank you so much for making research aim, research objectives and research question so clear. This will be helpful to me as i continue with my thesis.

Thanks much for this content. I learned a lot. And I am inspired to learn more. I am still struggling with my preparation for dissertation outline/proposal. But I consistently follow contents and tutorials and the new FB of GRAD Coach. Hope to really become confident in writing my dissertation and successfully defend it.

As a researcher and lecturer, I find splitting research goals into research aims, objectives, and questions is unnecessarily bureaucratic and confusing for students. For most biomedical research projects, including ‘real research’, 1-3 research questions will suffice (numbers may differ by discipline).

Awesome! Very important resources and presented in an informative way to easily understand the golden thread. Indeed, thank you so much.

Well explained

The blog article on research aims, objectives, and questions by Grad Coach is a clear and insightful guide that aligns with my experiences in academic research. The article effectively breaks down the often complex concepts of research aims and objectives, providing a straightforward and accessible explanation. Drawing from my own research endeavors, I appreciate the practical tips offered, such as the need for specificity and clarity when formulating research questions. The article serves as a valuable resource for students and researchers, offering a concise roadmap for crafting well-defined research goals and objectives. Whether you’re a novice or an experienced researcher, this article provides practical insights that contribute to the foundational aspects of a successful research endeavor.

A great thanks for you. it is really amazing explanation. I grasp a lot and one step up to research knowledge.

I really found these tips helpful. Thank you very much Grad Coach.

I found this article helpful. Thanks for sharing this.

thank you so much, the explanation and examples are really helpful

This is a well researched and superbly written article for learners of research methods at all levels in the research topic from conceptualization to research findings and conclusions. I highly recommend this material to university graduate students. As an instructor of advanced research methods for PhD students, I have confirmed that I was giving the right guidelines for the degree they are undertaking.

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Research Objectives | Examples & How To Write Them

Introduction

Why are research objectives important, characteristics of research objectives, what is an example of a research objective, types of research objectives, formulating research objectives.

Research objectives are clear, concise statements that outline what a research project aims to achieve. They guide the direction of the study, ensuring that researchers stay focused and organized. Properly formulated objectives help in identifying the scope of the research and the methods to be used. This article will cover the importance of research objectives, their characteristics, examples, types, and how to write them. By understanding these elements, researchers can develop effective research aims that enhance the clarity and purpose of their studies. This straightforward approach will provide practical guidance for both novice and experienced researchers in crafting clear research objectives.

Research objectives are crucial because they provide a clear focus and direction for a study. A well-defined research aim can help researchers stay on track by outlining specific goals that need to be achieved. This clarity ensures that all aspects of the research are aligned with the intended outcomes.

Having well-defined objectives also facilitates effective planning and execution. Researchers can allocate resources more efficiently, select appropriate methodologies , and set realistic timelines. Moreover, clear objectives help in the assessment and evaluation of the research process and its outcomes, making it easier to determine whether the study has been successful.

Research objectives also enhance communication. They allow researchers to clearly convey the purpose and scope of their study to stakeholders, including funding bodies, academic peers, and participants. This transparency builds credibility and trust, which are essential for the integrity of the research process.

Research objectives possess several key characteristics that make them effective and useful for guiding a study. These characteristics ensure that the objectives are clear, achievable, and relevant to the research problem . Here are the essential characteristics to keep in mind when you develop research objectives for a successful research project.

Specific : Research objectives focus on what the researcher intends to accomplish in a precise and unambiguous manner. Specific objectives break a research study into discrete and manageable tasks.
Measurable : Objectives should include criteria for measuring progress and success. This characteristic allows researchers to track their progress and determine whether the objectives have been achieved.
Achievable : Objectives need to be realistic and attainable within the constraints of the research project, including time, resources, and expertise. Setting achievable goals prevents frustration and ensures steady progress.
Relevant : Objectives must be aligned with the research problem and the overall purpose of the study. They should contribute directly to addressing the study's research question or research hypothesis.
Time-bound : Objectives should have a clear timeline for completion. This characteristic helps in planning and managing the research process, ensuring that objectives are met within a specified period.
Clear and concise : Objectives should be articulated in a straightforward manner, avoiding complex language and jargon. Clarity helps in communicating the objectives to others involved in the research process.
Focused : Each objective should target a specific aspect of the research problem. Having focused objectives prevents the study from becoming too broad and unmanageable.
Logical : Objectives should follow a logical sequence that reflects the research process. This characteristic ensures that the objectives build on one another and collectively contribute to the overall research aim.
Feasible : Consider the availability of resources, including data, equipment, and personnel, when formulating objectives. Feasibility ensures that the objectives can be realistically achieved with the available resources.
Ethical : Objectives should respect ethical standards and guidelines . They should consider the well-being of participants, confidentiality , and integrity of the research process.

By adhering to these characteristics, researchers can develop objectives that are effective in guiding their study. Clear and well-defined objectives not only enhance the research process but also improve the quality and credibility of the research outcomes.

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To illustrate what a well-defined research objective might look like, consider a study focused on improving reading comprehension among elementary school students. The research aims to evaluate the effectiveness of a new instructional strategy designed to enhance students' reading skills. Here is an example of a research objective for this study:

"To assess the impact of the interactive reading program on the reading comprehension scores of third-grade students over a six-month period."

This objective is effective because it meets several key criteria:

Specific : The objective clearly states what will be assessed (the impact of the interactive reading program) and the target group (third-grade students).
Measurable : The impact will be measured by changes in reading comprehension scores, providing a clear metric for evaluation.
Achievable : The objective is realistic and attainable within a six-month period, assuming the necessary resources and support are available.
Relevant : The objective is directly related to the study's research questions , which is to improve reading comprehension among elementary school students.
Time-bound : The objective specifies a six-month period for the assessment, ensuring that the study is conducted within a defined timeframe.

By formulating objectives in this manner, researchers can create a clear roadmap for their study from research design to research paper . This example demonstrates how to incorporate the essential characteristics of research objectives into a practical and actionable statement.

Well-defined objectives help in planning the study, selecting an appropriate research methodology , and evaluating the outcomes. They also facilitate effective communication among members of the research team and with stakeholders, ensuring that everyone involved understands the purpose and scope of the research.

Research objectives can be categorized into different types based on their purpose and focus. Understanding these types helps researchers design studies that effectively address their research questions . Here are three common types of research objectives:

Descriptive objectives

Descriptive objectives aim to describe the characteristics or functions of a particular phenomenon or group. These objectives are often used in exploratory studies to gather information and provide a detailed picture of the subject being investigated. For example, a descriptive objective might be, "To describe the dietary habits of teenagers in urban areas." This type of objective helps in understanding the current state or conditions of the research subject.

Exploratory objectives

Exploratory objectives seek to explore new areas of knowledge or investigate relationships between variables. These objectives are often used in the initial stages of research to identify patterns, generate propositions, or uncover insights that can lead to further studies. An example of an exploratory objective is, "To investigate the relationship between social media usage and academic performance among college students." This type of objective is useful for studies that aim to look into new or under-researched areas.

Explanatory objectives

Explanatory objectives aim to explain the causes or reasons behind a particular phenomenon. These objectives often involve verifying a theory or determining relationships among variables. For instance, an explanatory objective could be, "To determine the impact of a structured exercise program on the mental health of elderly individuals." This type of objective is essential for studies that seek to understand the underlying mechanisms or effects of specific interventions or conditions.

Writing research aims is a critical step in the research process . Well-defined objectives provide a roadmap for the study and help ensure that the research stays focused and relevant. Here are some steps to guide the formulation of research objectives:

Identify the research problem : Start by clearly defining the research problem or question you aim to address. Understanding the core issue helps in developing objectives that are directly related to the research focus.
Conduct a literature review : Review existing research related to your topic to identify gaps in knowledge and areas that need further investigation. This background information can help in shaping specific and relevant objectives.
Define the scope : Determine the scope of your study by considering factors such as the population, setting, and time frame. This will help in setting realistic and achievable objectives.
Use the SMART criteria : Ensure that your objectives are Specific, Measurable, Achievable, Relevant, and Time-bound. This framework helps in creating clear and focused objectives that can guide the research process effectively.
Break down the main objective : If your research has a broad aim, break it down into smaller, more specific sub-objectives. This makes the research more manageable and allows for a systematic approach to addressing the main research problem.
Phrase objectives clearly : Write your objectives in clear and concise language, avoiding jargon and complex terms. Each objective should be easy to understand and communicate to others involved in the research.
Align with research questions : Ensure that each objective aligns with your research question(s). The objectives should directly contribute to answering the key questions posed by your study.
Seek feedback : Discuss your research objectives with peers, advisors, or experts in the field. Feedback can help refine the objectives and ensure that they are realistic and relevant.

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Handy Tips To Write A Clear Research Objectives With Examples

Introduction.

Research objectives play a crucial role in any research study. They provide a clear direction and purpose for the research, guiding the researcher in their investigation. Understanding research objectives is essential for conducting a successful study and achieving meaningful results.

In this comprehensive review, we will delve into the definition of research objectives, exploring their characteristics, types, and examples. We will also discuss the relationship between research objectives and research questions, as well as provide insights into how to write effective research objectives. Additionally, we will examine the role of research objectives in research methodology and highlight the importance of them in a study. By the end of this review, you will have a comprehensive understanding of research objectives and their significance in the research process.

Definition of Research Objectives: What Are They?

Research objectives clearly define the specific aims of a study, aligning closely with the broader research goals and guiding the formulation of precise research questions to ensure a focused and effective investigation.

A research objective is defined as a clear and concise statement that outlines the specific goals and aims of a research study. These objectives are designed to be specific, measurable, achievable, relevant, and time-bound (SMART), ensuring they provide a structured pathway to accomplishing the intended outcomes of the project. Each objective serves as a foundational element that summarizes the purpose of your study, guiding the research activities and helping to measure progress toward the study’s goals. Additionally, research objectives are integral components of the research framework , establishing a clear direction that aligns with the overall research questions and hypotheses. This alignment helps to ensure that the study remains focused and relevant, facilitating the systematic collection, analysis, and interpretation of data.

Characteristics of Effective Research Objectives

Characteristics of research objectives include:

Specific: Research objectives should be clear about the what, why, when, and how of the study.
Measurable: Research objectives should identify the main variables of the study that can be measured or observed.
Relevant: Research objectives should be relevant to the research topic and contribute to the overall understanding of the subject.
Feasible: Research objectives should be achievable within the constraints of time, resources, and expertise available.
Logical: Research objectives should follow a logical sequence and build upon each other to achieve the overall research goal.
Observable: Research objectives should be observable or measurable in order to assess the progress and success of the research project.
Unambiguous: Research objectives should be clear and unambiguous, leaving no room for interpretation or confusion.
Measurable: Research objectives should be measurable, allowing for the collection of data and analysis of results.

By incorporating these characteristics into research objectives, researchers can ensure that their study is focused, achievable, and contributes to the body of knowledge in their field.

Types of Research Objectives

Research objective can be broadly classified into general and specific objectives. General objectives are broad statements that define the overall purpose of the research. They provide a broad direction for the study and help in setting the context. Specific objectives, on the other hand, are detailed objectives that describe what will be researched during the study. They are more focused and provide specific outcomes that the researcher aims to achieve. Specific objectives are derived from the general objectives and help in breaking down the research into smaller, manageable parts. The specific objectives should be clear, measurable, and achievable. They should be designed in a way that allows the researcher to answer the research questions and address the research problem.

In addition to general and specific objectives, research objective can also be categorized as descriptive or analytical objectives. Descriptive objectives focus on describing the characteristics or phenomena of a particular subject or population. They involve surveys, observations, and data collection to provide a detailed understanding of the subject. Analytical objectives, on the other hand, aim to analyze the relationships between variables or factors. They involve data analysis and interpretation to gain insights and draw conclusions.

Both descriptive and analytical objectives are important in research as they serve different purposes and contribute to a comprehensive understanding of the research topic.

Examples of Research Objectives

Here are some examples of research objectives in different fields:

1. Objective: To identify key characteristics and styles of Renaissance art.

This objective focuses on exploring the characteristics and styles of art during the Renaissance period. The research may involve analyzing various artworks, studying historical documents, and interviewing experts in the field.

2. Objective: To analyze modern art trends and their impact on society.

This objective aims to examine the current trends in modern art and understand how they influence society. The research may involve analyzing artworks, conducting surveys or interviews with artists and art enthusiasts, and studying the social and cultural implications of modern art.

3. Objective: To investigate the effects of exercise on mental health.

This objective focuses on studying the relationship between exercise and mental health. The research may involve conducting experiments or surveys to assess the impact of exercise on factors such as stress, anxiety, and depression.

4. Objective: To explore the factors influencing consumer purchasing decisions in the fashion industry.

This objective aims to understand the various factors that influence consumers’ purchasing decisions in the fashion industry. The research may involve conducting surveys, analyzing consumer behavior data, and studying the impact of marketing strategies on consumer choices.

5. Objective: To examine the effectiveness of a new drug in treating a specific medical condition.

This objective focuses on evaluating the effectiveness of a newly developed drug in treating a particular medical condition. The research may involve conducting clinical trials, analyzing patient data, and comparing the outcomes of the new drug with existing treatment options.

These examples demonstrate the diversity of research objectives across different disciplines. Each objective is specific, measurable, and achievable, providing a clear direction for the research study.

Aligning Research Objectives with Research Questions

Research objectives and research questions are essential components of a research project. Research objective describe what you intend your research project to accomplish. They summarize the approach and purpose of the project and provide a clear direction for the research. Research questions, on the other hand, are the starting point of any good research. They guide the overall direction of the research and help identify and focus on the research gaps .

The main difference between research questions and objectives is their form. Research questions are stated in a question form, while objectives are specific, measurable, and achievable goals that you aim to accomplish within a specified timeframe. Research questions are broad statements that provide a roadmap for the research, while objectives break down the research aim into smaller, actionable steps.

Research objectives and research questions work together to form the ‘golden thread’ of a research project. The research aim specifies what the study will answer, while the objectives and questions specify how the study will answer it. They provide a clear focus and scope for the research project, helping researchers stay on track and ensure that their study is meaningful and relevant.

When writing research objectives and questions, it is important to be clear, concise, and specific. Each objective or question should address a specific aspect of the research and contribute to the overall goal of the study. They should also be measurable, meaning that their achievement can be assessed and evaluated. Additionally, research objectives and questions should be achievable within the given timeframe and resources of the research project. By clearly defining the objectives and questions, researchers can effectively plan and execute their research, leading to valuable insights and contributions to the field.

Guidelines for Writing Clear Research Objectives

Writing research objective is a crucial step in any research project. The objectives provide a clear direction and purpose for the study, guiding the researcher in their data collection and analysis. Here are some tips on how to write effective research objective:

1. Be clear and specific

Research objective should be written in a clear and specific manner. Avoid vague or ambiguous language that can lead to confusion. Clearly state what you intend to achieve through your research.

2. Use action verbs

Start your research objective with action verbs that describe the desired outcome. Action verbs such as ‘investigate’, ‘analyze’, ‘compare’, ‘evaluate’, or ‘identify’ help to convey the purpose of the study.

3. Align with research questions or hypotheses

Ensure that your research objectives are aligned with your research questions or hypotheses. The objectives should address the main goals of your study and provide a framework for answering your research questions or testing your hypotheses.

4. Be realistic and achievable

Set research objectives that are realistic and achievable within the scope of your study. Consider the available resources, time constraints, and feasibility of your objectives. Unrealistic objectives can lead to frustration and hinder the progress of your research.

5. Consider the significance and relevance

Reflect on the significance and relevance of your research objectives. How will achieving these objectives contribute to the existing knowledge or address a gap in the literature? Ensure that your objectives have a clear purpose and value.

6. Seek feedback

It is beneficial to seek feedback on your research objectives from colleagues, mentors, or experts in your field. They can provide valuable insights and suggestions for improving the clarity and effectiveness of your objectives.

7. Revise and refine

Research objectives are not set in stone. As you progress in your research, you may need to revise and refine your objectives to align with new findings or changes in the research context. Regularly review and update your objectives to ensure they remain relevant and focused.

By following these tips, you can write research objectives that are clear, focused, and aligned with your research goals. Well-defined objectives will guide your research process and help you achieve meaningful outcomes.

The Role of Research Objectives in Research Methodology

Research objectives play a crucial role in the research methodology . In research methodology, research objectives are formulated based on the research questions or problem statement. These objectives help in defining the scope and focus of the study, ensuring that the research is conducted in a systematic and organized manner.

The research objectives in research methodology act as a roadmap for the research project. They help in identifying the key variables to be studied, determining the research design and methodology, and selecting the appropriate data collection methods .

Furthermore, research objectives in research methodology assist in evaluating the success of the study. By setting clear objectives, researchers can assess whether the desired outcomes have been achieved and determine the effectiveness of the research methods employed. It is important to note that research objectives in research methodology should be aligned with the overall research aim. They should address the specific aspects or components of the research aim and provide a framework for achieving the desired outcomes.

Understanding The Dynamic of Research Objectives in Your Study

The research objectives of a study play a crucial role in guiding the research process, ensuring that the study is focused, purposeful, and contributes to the advancement of knowledge in the field. It is important to note that the research objectives may evolve or change as the study progresses. As new information is gathered and analyzed, the researcher may need to revise the objectives to ensure that they remain relevant and achievable.

In summary, research objectives are essential components in writing an effective research paper . They provide a roadmap for the research process, guiding the researcher in their investigation and helping to ensure that the study is purposeful and meaningful. By understanding and effectively utilizing research objectives, researchers can enhance the quality and impact of their research endeavors.

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Knowledge Base

Methodology

Research Methods | Definitions, Types, Examples

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

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

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

Second, decide how you will analyze the data .

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

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

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

Qualitative vs. quantitative data

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

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

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


Qualitative		to broader populations. .
Quantitative		.

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

Primary vs. secondary research

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

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


Primary	.	methods.
Secondary

Descriptive vs. experimental data

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

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

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


Descriptive		. .
Experimental

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

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

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

Qualitative analysis methods

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

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

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

Quantitative analysis methods

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

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

During an experiment .
Using probability sampling methods .

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

Research methods for analyzing data
Research method	Qualitative or quantitative?	When to use
	Quantitative	To analyze data collected in a statistically valid manner (e.g. from experiments, surveys, and observations).
Meta-analysis	Quantitative	To statistically analyze the results of a large collection of studies. Can only be applied to studies that collected data in a statistically valid manner.
	Qualitative	To analyze data collected from interviews, , or textual sources. To understand general themes in the data and how they are communicated.
	Either	To analyze large volumes of textual or visual data collected from surveys, literature reviews, or other sources. Can be quantitative (i.e. frequencies of words) or qualitative (i.e. meanings of words).

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

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

Research bias

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

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

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

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

A sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

In statistics, sampling allows you to test a hypothesis about the characteristics of a population.

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

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

Methodology refers to the overarching strategy and rationale of your research project . It involves studying the methods used in your field and the theories or principles behind them, in order to develop an approach that matches your objectives.

Methods are the specific tools and procedures you use to collect and analyze data (for example, experiments, surveys , and statistical tests ).

In shorter scientific papers, where the aim is to report the findings of a specific study, you might simply describe what you did in a methods section .

In a longer or more complex research project, such as a thesis or dissertation , you will probably include a methodology section , where you explain your approach to answering the research questions and cite relevant sources to support your choice of methods.

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Aims and Objectives – A Guide for Academic Writing
Doing a PhD

One of the most important aspects of a thesis, dissertation or research paper is the correct formulation of the aims and objectives. This is because your aims and objectives will establish the scope, depth and direction that your research will ultimately take. An effective set of aims and objectives will give your research focus and your reader clarity, with your aims indicating what is to be achieved, and your objectives indicating how it will be achieved.

Introduction

There is no getting away from the importance of the aims and objectives in determining the success of your research project. Unfortunately, however, it is an aspect that many students struggle with, and ultimately end up doing poorly. Given their importance, if you suspect that there is even the smallest possibility that you belong to this group of students, we strongly recommend you read this page in full.

This page describes what research aims and objectives are, how they differ from each other, how to write them correctly, and the common mistakes students make and how to avoid them. An example of a good aim and objectives from a past thesis has also been deconstructed to help your understanding.

What Are Aims and Objectives?

Research aims.

A research aim describes the main goal or the overarching purpose of your research project.

In doing so, it acts as a focal point for your research and provides your readers with clarity as to what your study is all about. Because of this, research aims are almost always located within its own subsection under the introduction section of a research document, regardless of whether it’s a thesis , a dissertation, or a research paper .

A research aim is usually formulated as a broad statement of the main goal of the research and can range in length from a single sentence to a short paragraph. Although the exact format may vary according to preference, they should all describe why your research is needed (i.e. the context), what it sets out to accomplish (the actual aim) and, briefly, how it intends to accomplish it (overview of your objectives).

To give an example, we have extracted the following research aim from a real PhD thesis:

Example of a Research Aim

The role of diametrical cup deformation as a factor to unsatisfactory implant performance has not been widely reported. The aim of this thesis was to gain an understanding of the diametrical deformation behaviour of acetabular cups and shells following impaction into the reamed acetabulum. The influence of a range of factors on deformation was investigated to ascertain if cup and shell deformation may be high enough to potentially contribute to early failure and high wear rates in metal-on-metal implants.

Note: Extracted with permission from thesis titled “T he Impact And Deformation Of Press-Fit Metal Acetabular Components ” produced by Dr H Hothi of previously Queen Mary University of London.

Research Objectives

Where a research aim specifies what your study will answer, research objectives specify how your study will answer it.

They divide your research aim into several smaller parts, each of which represents a key section of your research project. As a result, almost all research objectives take the form of a numbered list, with each item usually receiving its own chapter in a dissertation or thesis.

Following the example of the research aim shared above, here are it’s real research objectives as an example:

Example of a Research Objective

Develop finite element models using explicit dynamics to mimic mallet blows during cup/shell insertion, initially using simplified experimentally validated foam models to represent the acetabulum.
Investigate the number, velocity and position of impacts needed to insert a cup.
Determine the relationship between the size of interference between the cup and cavity and deformation for different cup types.
Investigate the influence of non-uniform cup support and varying the orientation of the component in the cavity on deformation.
Examine the influence of errors during reaming of the acetabulum which introduce ovality to the cavity.
Determine the relationship between changes in the geometry of the component and deformation for different cup designs.
Develop three dimensional pelvis models with non-uniform bone material properties from a range of patients with varying bone quality.
Use the key parameters that influence deformation, as identified in the foam models to determine the range of deformations that may occur clinically using the anatomic models and if these deformations are clinically significant.

It’s worth noting that researchers sometimes use research questions instead of research objectives, or in other cases both. From a high-level perspective, research questions and research objectives make the same statements, but just in different formats.

Taking the first three research objectives as an example, they can be restructured into research questions as follows:

Restructuring Research Objectives as Research Questions

Can finite element models using simplified experimentally validated foam models to represent the acetabulum together with explicit dynamics be used to mimic mallet blows during cup/shell insertion?
What is the number, velocity and position of impacts needed to insert a cup?
What is the relationship between the size of interference between the cup and cavity and deformation for different cup types?

Difference Between Aims and Objectives

Hopefully the above explanations make clear the differences between aims and objectives, but to clarify:

The research aim focus on what the research project is intended to achieve; research objectives focus on how the aim will be achieved.
Research aims are relatively broad; research objectives are specific.
Research aims focus on a project’s long-term outcomes; research objectives focus on its immediate, short-term outcomes.
A research aim can be written in a single sentence or short paragraph; research objectives should be written as a numbered list.

How to Write Aims and Objectives

Before we discuss how to write a clear set of research aims and objectives, we should make it clear that there is no single way they must be written. Each researcher will approach their aims and objectives slightly differently, and often your supervisor will influence the formulation of yours on the basis of their own preferences.

Regardless, there are some basic principles that you should observe for good practice; these principles are described below.

Your aim should be made up of three parts that answer the below questions:

Why is this research required?
What is this research about?
How are you going to do it?

The easiest way to achieve this would be to address each question in its own sentence, although it does not matter whether you combine them or write multiple sentences for each, the key is to address each one.

The first question, why , provides context to your research project, the second question, what , describes the aim of your research, and the last question, how , acts as an introduction to your objectives which will immediately follow.

Scroll through the image set below to see the ‘why, what and how’ associated with our research aim example.

Note: Your research aims need not be limited to one. Some individuals per to define one broad ‘overarching aim’ of a project and then adopt two or three specific research aims for their thesis or dissertation. Remember, however, that in order for your assessors to consider your research project complete, you will need to prove you have fulfilled all of the aims you set out to achieve. Therefore, while having more than one research aim is not necessarily disadvantageous, consider whether a single overarching one will do.

Research Objectives

Each of your research objectives should be SMART :

Specific – is there any ambiguity in the action you are going to undertake, or is it focused and well-defined?
Measurable – how will you measure progress and determine when you have achieved the action?
Achievable – do you have the support, resources and facilities required to carry out the action?
Relevant – is the action essential to the achievement of your research aim?
Timebound – can you realistically complete the action in the available time alongside your other research tasks?

In addition to being SMART, your research objectives should start with a verb that helps communicate your intent. Common research verbs include:

Table of Research Verbs to Use in Aims and Objectives

Table showing common research verbs which should ideally be used at the start of a research aim or objective.
(Understanding and organising information)	(Solving problems using information)	(reaching conclusion from evidence)	(Breaking down into components)	(Judging merit)
Review Identify Explore Discover Discuss Summarise Describe	Interpret Apply Demonstrate Establish Determine Estimate Calculate Relate	Analyse Compare Inspect Examine Verify Select Test Arrange	Propose Design Formulate Collect Construct Prepare Undertake Assemble	Appraise Evaluate Compare Assess Recommend Conclude Select

Last, format your objectives into a numbered list. This is because when you write your thesis or dissertation, you will at times need to make reference to a specific research objective; structuring your research objectives in a numbered list will provide a clear way of doing this.

To bring all this together, let’s compare the first research objective in the previous example with the above guidance:

Checking Research Objective Example Against Recommended Approach

Research Objective:

1. Develop finite element models using explicit dynamics to mimic mallet blows during cup/shell insertion, initially using simplified experimentally validated foam models to represent the acetabulum.

Checking Against Recommended Approach:

Q: Is it specific? A: Yes, it is clear what the student intends to do (produce a finite element model), why they intend to do it (mimic cup/shell blows) and their parameters have been well-defined ( using simplified experimentally validated foam models to represent the acetabulum ).

Q: Is it measurable? A: Yes, it is clear that the research objective will be achieved once the finite element model is complete.

Q: Is it achievable? A: Yes, provided the student has access to a computer lab, modelling software and laboratory data.

Q: Is it relevant? A: Yes, mimicking impacts to a cup/shell is fundamental to the overall aim of understanding how they deform when impacted upon.

Q: Is it timebound? A: Yes, it is possible to create a limited-scope finite element model in a relatively short time, especially if you already have experience in modelling.

Q: Does it start with a verb? A: Yes, it starts with ‘develop’, which makes the intent of the objective immediately clear.

Q: Is it a numbered list? A: Yes, it is the first research objective in a list of eight.

Mistakes in Writing Research Aims and Objectives

1. making your research aim too broad.

Having a research aim too broad becomes very difficult to achieve. Normally, this occurs when a student develops their research aim before they have a good understanding of what they want to research. Remember that at the end of your project and during your viva defence , you will have to prove that you have achieved your research aims; if they are too broad, this will be an almost impossible task. In the early stages of your research project, your priority should be to narrow your study to a specific area. A good way to do this is to take the time to study existing literature, question their current approaches, findings and limitations, and consider whether there are any recurring gaps that could be investigated .

Note: Achieving a set of aims does not necessarily mean proving or disproving a theory or hypothesis, even if your research aim was to, but having done enough work to provide a useful and original insight into the principles that underlie your research aim.

2. Making Your Research Objectives Too Ambitious

Be realistic about what you can achieve in the time you have available. It is natural to want to set ambitious research objectives that require sophisticated data collection and analysis, but only completing this with six months before the end of your PhD registration period is not a worthwhile trade-off.

3. Formulating Repetitive Research Objectives

Each research objective should have its own purpose and distinct measurable outcome. To this effect, a common mistake is to form research objectives which have large amounts of overlap. This makes it difficult to determine when an objective is truly complete, and also presents challenges in estimating the duration of objectives when creating your project timeline. It also makes it difficult to structure your thesis into unique chapters, making it more challenging for you to write and for your audience to read.

Fortunately, this oversight can be easily avoided by using SMART objectives.

Hopefully, you now have a good idea of how to create an effective set of aims and objectives for your research project, whether it be a thesis, dissertation or research paper. While it may be tempting to dive directly into your research, spending time on getting your aims and objectives right will give your research clear direction. This won’t only reduce the likelihood of problems arising later down the line, but will also lead to a more thorough and coherent research project.

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Formulating Research Aims and Objectives

Formulating research aim and objectives in an appropriate manner is one of the most important aspects of your thesis. This is because research aim and objectives determine the scope, depth and the overall direction of the research. Research question is the central question of the study that has to be answered on the basis of research findings.

Research aim emphasizes what needs to be achieved within the scope of the research, by the end of the research process. Achievement of research aim provides answer to the research question.

Research objectives divide research aim into several parts and address each part separately. Research aim specifies WHAT needs to be studied and research objectives comprise a number of steps that address HOW research aim will be achieved.

As a rule of dumb, there would be one research aim and several research objectives. Achievement of each research objective will lead to the achievement of the research aim.

Consider the following as an example:

Research title: Effects of organizational culture on business profitability: a case study of Virgin Atlantic

Research aim: To assess the effects of Virgin Atlantic organizational culture on business profitability

Following research objectives would facilitate the achievement of this aim:

Analyzing the nature of organizational culture at Virgin Atlantic by September 1, 2022
Identifying factors impacting Virgin Atlantic organizational culture by September 16, 2022
Analyzing impacts of Virgin Atlantic organizational culture on employee performances by September 30, 2022
Providing recommendations to Virgin Atlantic strategic level management in terms of increasing the level of effectiveness of organizational culture by October 5, 2022

Figure below illustrates additional examples in formulating research aims and objectives:

Formulation of research question, aim and objectives

Common mistakes in the formulation of research aim relate to the following:

1. Choosing the topic too broadly . This is the most common mistake. For example, a research title of “an analysis of leadership practices” can be classified as too broad because the title fails to answer the following questions:

a) Which aspects of leadership practices? Leadership has many aspects such as employee motivation, ethical behaviour, strategic planning, change management etc. An attempt to cover all of these aspects of organizational leadership within a single research will result in an unfocused and poor work.

b) An analysis of leadership practices in which country? Leadership practices tend to be different in various countries due to cross-cultural differences, legislations and a range of other region-specific factors. Therefore, a study of leadership practices needs to be country-specific.

c) Analysis of leadership practices in which company or industry? Similar to the point above, analysis of leadership practices needs to take into account industry-specific and/or company-specific differences, and there is no way to conduct a leadership research that relates to all industries and organizations in an equal manner.

Accordingly, as an example “a study into the impacts of ethical behaviour of a leader on the level of employee motivation in US healthcare sector” would be a more appropriate title than simply “An analysis of leadership practices”.

2. Setting an unrealistic aim . Formulation of a research aim that involves in-depth interviews with Apple strategic level management by an undergraduate level student can be specified as a bit over-ambitious. This is because securing an interview with Apple CEO Tim Cook or members of Apple Board of Directors might not be easy. This is an extreme example of course, but you got the idea. Instead, you may aim to interview the manager of your local Apple store and adopt a more feasible strategy to get your dissertation completed.

3. Choosing research methods incompatible with the timeframe available . Conducting interviews with 20 sample group members and collecting primary data through 2 focus groups when only three months left until submission of your dissertation can be very difficult, if not impossible. Accordingly, timeframe available need to be taken into account when formulating research aims and objectives and selecting research methods.

Moreover, research objectives need to be formulated according to SMART principle,

where the abbreviation stands for specific, measurable, achievable, realistic, and time-bound.


Study employee motivation of Coca-Cola	To study the impacts of management practices on the levels of employee motivation at Coca-Cola US by December 5, 2022
Analyze consumer behaviour in catering industry	Analyzing changes in consumer behaviour in catering industry in the 21 century in the UK by March 1, 2022
Recommend Toyota Motor Corporation management on new market entry strategy	Formulating recommendations to Toyota Motor Corporation management on the choice of appropriate strategy to enter Vietnam market by June 9, 2022
Analyze the impact of social media marketing on business	Assessing impacts of integration of social media into marketing strategy on the level of brand awareness by March 30, 2022
Finding out about time management principles used by Accenture managers	Identifying main time-management strategies used by managers of Accenture France by December 1, 2022

Examples of SMART research objectives

At the conclusion part of your research project you will need to reflect on the level of achievement of research aims and objectives. In case your research aims and objectives are not fully achieved by the end of the study, you will need to discuss the reasons. These may include initial inappropriate formulation of research aims and objectives, effects of other variables that were not considered at the beginning of the research or changes in some circumstances during the research process.

John Dudovskiy

21 Research Objectives Examples (Copy and Paste)

Chris Drew (PhD)

Dr. Chris Drew is the founder of the Helpful Professor. He holds a PhD in education and has published over 20 articles in scholarly journals. He is the former editor of the Journal of Learning Development in Higher Education. [Image Descriptor: Photo of Chris]

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research aim and research objectives, explained below

Research objectives refer to the definitive statements made by researchers at the beginning of a research project detailing exactly what a research project aims to achieve.

These objectives are explicit goals clearly and concisely projected by the researcher to present a clear intention or course of action for his or her qualitative or quantitative study.

Research objectives are typically nested under one overarching research aim. The objectives are the steps you’ll need to take in order to achieve the aim (see the examples below, for example, which demonstrate an aim followed by 3 objectives, which is what I recommend to my research students).

Research Objectives vs Research Aims

Research aim and research objectives are fundamental constituents of any study, fitting together like two pieces of the same puzzle.

The ‘research aim’ describes the overarching goal or purpose of the study (Kumar, 2019). This is usually a broad, high-level purpose statement, summing up the central question that the research intends to answer.

Example of an Overarching Research Aim:

“The aim of this study is to explore the impact of climate change on crop productivity.”

Comparatively, ‘research objectives’ are concrete goals that underpin the research aim, providing stepwise actions to achieve the aim.

Objectives break the primary aim into manageable, focused pieces, and are usually characterized as being more specific, measurable, achievable, relevant, and time-bound (SMART).

Examples of Specific Research Objectives:

1. “To examine the effects of rising temperatures on the yield of rice crops during the upcoming growth season.” 2. “To assess changes in rainfall patterns in major agricultural regions over the first decade of the twenty-first century (2000-2010).” 3. “To analyze the impact of changing weather patterns on crop diseases within the same timeframe.”

The distinction between these two terms, though subtle, is significant for successfully conducting a study. The research aim provides the study with direction, while the research objectives set the path to achieving this aim, thereby ensuring the study’s efficiency and effectiveness.

How to Write Research Objectives

I usually recommend to my students that they use the SMART framework to create their research objectives.

SMART is an acronym standing for Specific, Measurable, Achievable, Relevant, and Time-bound. It provides a clear method of defining solid research objectives and helps students know where to start in writing their objectives (Locke & Latham, 2013).

Each element of this acronym adds a distinct dimension to the framework, aiding in the creation of comprehensive, well-delineated objectives.

Here is each step:

Specific : We need to avoid ambiguity in our objectives. They need to be clear and precise (Doran, 1981). For instance, rather than stating the objective as “to study the effects of social media,” a more focused detail would be “to examine the effects of social media use (Facebook, Instagram, and Twitter) on the academic performance of college students.”
Measurable: The measurable attribute provides a clear criterion to determine if the objective has been met (Locke & Latham, 2013). A quantifiable element, such as a percentage or a number, adds a measurable quality. For example, “to increase response rate to the annual customer survey by 10%,” makes it easier to ascertain achievement.
Achievable: The achievable aspect encourages researchers to craft realistic objectives, resembling a self-check mechanism to ensure the objectives align with the scope and resources at disposal (Doran, 1981). For example, “to interview 25 participants selected randomly from a population of 100” is an attainable objective as long as the researcher has access to these participants.
Relevance : Relevance, the fourth element, compels the researcher to tailor the objectives in alignment with overarching goals of the study (Locke & Latham, 2013). This is extremely important – each objective must help you meet your overall one-sentence ‘aim’ in your study.
Time-Bound: Lastly, the time-bound element fosters a sense of urgency and prioritization, preventing procrastination and enhancing productivity (Doran, 1981). “To analyze the effect of laptop use in lectures on student engagement over the course of two semesters this year” expresses a clear deadline, thus serving as a motivator for timely completion.

You’re not expected to fit every single element of the SMART framework in one objective, but across your objectives, try to touch on each of the five components.

Research Objectives Examples

1. Field: Psychology

Aim: To explore the impact of sleep deprivation on cognitive performance in college students.

Objective 1: To compare cognitive test scores of students with less than six hours of sleep and those with 8 or more hours of sleep.
Objective 2: To investigate the relationship between class grades and reported sleep duration.
Objective 3: To survey student perceptions and experiences on how sleep deprivation affects their cognitive capabilities.

2. Field: Environmental Science

Aim: To understand the effects of urban green spaces on human well-being in a metropolitan city.

Objective 1: To assess the physical and mental health benefits of regular exposure to urban green spaces.
Objective 2: To evaluate the social impacts of urban green spaces on community interactions.
Objective 3: To examine patterns of use for different types of urban green spaces.

3. Field: Technology

Aim: To investigate the influence of using social media on productivity in the workplace.

Objective 1: To measure the amount of time spent on social media during work hours.
Objective 2: To evaluate the perceived impact of social media use on task completion and work efficiency.
Objective 3: To explore whether company policies on social media usage correlate with different patterns of productivity.

4. Field: Education

Aim: To examine the effectiveness of online vs traditional face-to-face learning on student engagement and achievement.

Objective 1: To compare student grades between the groups exposed to online and traditional face-to-face learning.
Objective 2: To assess student engagement levels in both learning environments.
Objective 3: To collate student perceptions and preferences regarding both learning methods.

5. Field: Health

Aim: To determine the impact of a Mediterranean diet on cardiac health among adults over 50.

Objective 1: To assess changes in cardiovascular health metrics after following a Mediterranean diet for six months.
Objective 2: To compare these health metrics with a similar group who follow their regular diet.
Objective 3: To document participants’ experiences and adherence to the Mediterranean diet.

6. Field: Environmental Science

Aim: To analyze the impact of urban farming on community sustainability.

Objective 1: To document the types and quantity of food produced through urban farming initiatives.
Objective 2: To assess the effect of urban farming on local communities’ access to fresh produce.
Objective 3: To examine the social dynamics and cooperative relationships in the creating and maintaining of urban farms.

7. Field: Sociology

Aim: To investigate the influence of home offices on work-life balance during remote work.

Objective 1: To survey remote workers on their perceptions of work-life balance since setting up home offices.
Objective 2: To conduct an observational study of daily work routines and family interactions in a home office setting.
Objective 3: To assess the correlation, if any, between physical boundaries of workspaces and mental boundaries for work in the home setting.

8. Field: Economics

Aim: To evaluate the effects of minimum wage increases on small businesses.

Objective 1: To analyze cost structures, pricing changes, and profitability of small businesses before and after minimum wage increases.
Objective 2: To survey small business owners on the strategies they employ to navigate minimum wage increases.
Objective 3: To examine employment trends in small businesses in response to wage increase legislation.

9. Field: Education

Aim: To explore the role of extracurricular activities in promoting soft skills among high school students.

Objective 1: To assess the variety of soft skills developed through different types of extracurricular activities.
Objective 2: To compare self-reported soft skills between students who participate in extracurricular activities and those who do not.
Objective 3: To investigate the teachers’ perspectives on the contribution of extracurricular activities to students’ skill development.

10. Field: Technology

Aim: To assess the impact of virtual reality (VR) technology on the tourism industry.

Objective 1: To document the types and popularity of VR experiences available in the tourism market.
Objective 2: To survey tourists on their interest levels and satisfaction rates with VR tourism experiences.
Objective 3: To determine whether VR tourism experiences correlate with increased interest in real-life travel to the simulated destinations.

11. Field: Biochemistry

Aim: To examine the role of antioxidants in preventing cellular damage.

Objective 1: To identify the types and quantities of antioxidants in common fruits and vegetables.
Objective 2: To determine the effects of various antioxidants on free radical neutralization in controlled lab tests.
Objective 3: To investigate potential beneficial impacts of antioxidant-rich diets on long-term cellular health.

12. Field: Linguistics

Aim: To determine the influence of early exposure to multiple languages on cognitive development in children.

Objective 1: To assess cognitive development milestones in monolingual and multilingual children.
Objective 2: To document the number and intensity of language exposures for each group in the study.
Objective 3: To investigate the specific cognitive advantages, if any, enjoyed by multilingual children.

13. Field: Art History

Aim: To explore the impact of the Renaissance period on modern-day art trends.

Objective 1: To identify key characteristics and styles of Renaissance art.
Objective 2: To analyze modern art pieces for the influence of the Renaissance style.
Objective 3: To survey modern-day artists for their inspirations and the influence of historical art movements on their work.

14. Field: Cybersecurity

Aim: To assess the effectiveness of two-factor authentication (2FA) in preventing unauthorized system access.

Objective 1: To measure the frequency of unauthorized access attempts before and after the introduction of 2FA.
Objective 2: To survey users about their experiences and challenges with 2FA implementation.
Objective 3: To evaluate the efficacy of different types of 2FA (SMS-based, authenticator apps, biometrics, etc.).

15. Field: Cultural Studies

Aim: To analyze the role of music in cultural identity formation among ethnic minorities.

Objective 1: To document the types and frequency of traditional music practices within selected ethnic minority communities.
Objective 2: To survey community members on the role of music in their personal and communal identity.
Objective 3: To explore the resilience and transmission of traditional music practices in contemporary society.

16. Field: Astronomy

Aim: To explore the impact of solar activity on satellite communication.

Objective 1: To categorize different types of solar activities and their frequencies of occurrence.
Objective 2: To ascertain how variations in solar activity may influence satellite communication.
Objective 3: To investigate preventative and damage-control measures currently in place during periods of high solar activity.

17. Field: Literature

Aim: To examine narrative techniques in contemporary graphic novels.

Objective 1: To identify a range of narrative techniques employed in this genre.
Objective 2: To analyze the ways in which these narrative techniques engage readers and affect story interpretation.
Objective 3: To compare narrative techniques in graphic novels to those found in traditional printed novels.

18. Field: Renewable Energy

Aim: To investigate the feasibility of solar energy as a primary renewable resource within urban areas.

Objective 1: To quantify the average sunlight hours across urban areas in different climatic zones.
Objective 2: To calculate the potential solar energy that could be harnessed within these areas.
Objective 3: To identify barriers or challenges to widespread solar energy implementation in urban settings and potential solutions.

19. Field: Sports Science

Aim: To evaluate the role of pre-game rituals in athlete performance.

Objective 1: To identify the variety and frequency of pre-game rituals among professional athletes in several sports.
Objective 2: To measure the impact of pre-game rituals on individual athletes’ performance metrics.
Objective 3: To examine the psychological mechanisms that might explain the effects (if any) of pre-game ritual on performance.

20. Field: Ecology

Aim: To investigate the effects of urban noise pollution on bird populations.

Objective 1: To record and quantify urban noise levels in various bird habitats.
Objective 2: To measure bird population densities in relation to noise levels.
Objective 3: To determine any changes in bird behavior or vocalization linked to noise levels.

21. Field: Food Science

Aim: To examine the influence of cooking methods on the nutritional value of vegetables.

Objective 1: To identify the nutrient content of various vegetables both raw and after different cooking processes.
Objective 2: To compare the effect of various cooking methods on the nutrient retention of these vegetables.
Objective 3: To propose cooking strategies that optimize nutrient retention.

The Importance of Research Objectives

The importance of research objectives cannot be overstated. In essence, these guideposts articulate what the researcher aims to discover, understand, or examine (Kothari, 2014).

When drafting research objectives, it’s essential to make them simple and comprehensible, specific to the point of being quantifiable where possible, achievable in a practical sense, relevant to the chosen research question, and time-constrained to ensure efficient progress (Kumar, 2019).

Remember that a good research objective is integral to the success of your project, offering a clear path forward for setting out a research design , and serving as the bedrock of your study plan. Each objective must distinctly address a different dimension of your research question or problem (Kothari, 2014). Always bear in mind that the ultimate purpose of your research objectives is to succinctly encapsulate your aims in the clearest way possible, facilitating a coherent, comprehensive and rational approach to your planned study, and furnishing a scientific roadmap for your journey into the depths of knowledge and research (Kumar, 2019).

Kothari, C.R (2014). Research Methodology: Methods and Techniques . New Delhi: New Age International.

Kumar, R. (2019). Research Methodology: A Step-by-Step Guide for Beginners .New York: SAGE Publications.

Doran, G. T. (1981). There’s a S.M.A.R.T. way to write management’s goals and objectives. Management review, 70 (11), 35-36.

Locke, E. A., & Latham, G. P. (2013). New Developments in Goal Setting and Task Performance . New York: Routledge.

Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd/ 101 Hidden Talents Examples
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Research questions, hypotheses and objectives

Patricia farrugia.

* Michael G. DeGroote School of Medicine, the

Bradley A. Petrisor

† Division of Orthopaedic Surgery and the

Forough Farrokhyar

‡ Departments of Surgery and

§ Clinical Epidemiology and Biostatistics, McMaster University, Hamilton, Ont

Mohit Bhandari

There is an increasing familiarity with the principles of evidence-based medicine in the surgical community. As surgeons become more aware of the hierarchy of evidence, grades of recommendations and the principles of critical appraisal, they develop an increasing familiarity with research design. Surgeons and clinicians are looking more and more to the literature and clinical trials to guide their practice; as such, it is becoming a responsibility of the clinical research community to attempt to answer questions that are not only well thought out but also clinically relevant. The development of the research question, including a supportive hypothesis and objectives, is a necessary key step in producing clinically relevant results to be used in evidence-based practice. A well-defined and specific research question is more likely to help guide us in making decisions about study design and population and subsequently what data will be collected and analyzed. 1

Objectives of this article

In this article, we discuss important considerations in the development of a research question and hypothesis and in defining objectives for research. By the end of this article, the reader will be able to appreciate the significance of constructing a good research question and developing hypotheses and research objectives for the successful design of a research study. The following article is divided into 3 sections: research question, research hypothesis and research objectives.

Research question

Interest in a particular topic usually begins the research process, but it is the familiarity with the subject that helps define an appropriate research question for a study. 1 Questions then arise out of a perceived knowledge deficit within a subject area or field of study. 2 Indeed, Haynes suggests that it is important to know “where the boundary between current knowledge and ignorance lies.” 1 The challenge in developing an appropriate research question is in determining which clinical uncertainties could or should be studied and also rationalizing the need for their investigation.

Increasing one’s knowledge about the subject of interest can be accomplished in many ways. Appropriate methods include systematically searching the literature, in-depth interviews and focus groups with patients (and proxies) and interviews with experts in the field. In addition, awareness of current trends and technological advances can assist with the development of research questions. 2 It is imperative to understand what has been studied about a topic to date in order to further the knowledge that has been previously gathered on a topic. Indeed, some granting institutions (e.g., Canadian Institute for Health Research) encourage applicants to conduct a systematic review of the available evidence if a recent review does not already exist and preferably a pilot or feasibility study before applying for a grant for a full trial.

In-depth knowledge about a subject may generate a number of questions. It then becomes necessary to ask whether these questions can be answered through one study or if more than one study needed. 1 Additional research questions can be developed, but several basic principles should be taken into consideration. 1 All questions, primary and secondary, should be developed at the beginning and planning stages of a study. Any additional questions should never compromise the primary question because it is the primary research question that forms the basis of the hypothesis and study objectives. It must be kept in mind that within the scope of one study, the presence of a number of research questions will affect and potentially increase the complexity of both the study design and subsequent statistical analyses, not to mention the actual feasibility of answering every question. 1 A sensible strategy is to establish a single primary research question around which to focus the study plan. 3 In a study, the primary research question should be clearly stated at the end of the introduction of the grant proposal, and it usually specifies the population to be studied, the intervention to be implemented and other circumstantial factors. 4

Hulley and colleagues 2 have suggested the use of the FINER criteria in the development of a good research question ( Box 1 ). The FINER criteria highlight useful points that may increase the chances of developing a successful research project. A good research question should specify the population of interest, be of interest to the scientific community and potentially to the public, have clinical relevance and further current knowledge in the field (and of course be compliant with the standards of ethical boards and national research standards).

FINER criteria for a good research question

	Feasible
	Interesting
	Novel
	Ethical
	Relevant

Adapted with permission from Wolters Kluwer Health. 2

Whereas the FINER criteria outline the important aspects of the question in general, a useful format to use in the development of a specific research question is the PICO format — consider the population (P) of interest, the intervention (I) being studied, the comparison (C) group (or to what is the intervention being compared) and the outcome of interest (O). 3 , 5 , 6 Often timing (T) is added to PICO ( Box 2 ) — that is, “Over what time frame will the study take place?” 1 The PICOT approach helps generate a question that aids in constructing the framework of the study and subsequently in protocol development by alluding to the inclusion and exclusion criteria and identifying the groups of patients to be included. Knowing the specific population of interest, intervention (and comparator) and outcome of interest may also help the researcher identify an appropriate outcome measurement tool. 7 The more defined the population of interest, and thus the more stringent the inclusion and exclusion criteria, the greater the effect on the interpretation and subsequent applicability and generalizability of the research findings. 1 , 2 A restricted study population (and exclusion criteria) may limit bias and increase the internal validity of the study; however, this approach will limit external validity of the study and, thus, the generalizability of the findings to the practical clinical setting. Conversely, a broadly defined study population and inclusion criteria may be representative of practical clinical practice but may increase bias and reduce the internal validity of the study.

PICOT criteria 1

	Population (patients)
	Intervention (for intervention studies only)
	Comparison group
	Outcome of interest
	Time

A poorly devised research question may affect the choice of study design, potentially lead to futile situations and, thus, hamper the chance of determining anything of clinical significance, which will then affect the potential for publication. Without devoting appropriate resources to developing the research question, the quality of the study and subsequent results may be compromised. During the initial stages of any research study, it is therefore imperative to formulate a research question that is both clinically relevant and answerable.

Research hypothesis

The primary research question should be driven by the hypothesis rather than the data. 1 , 2 That is, the research question and hypothesis should be developed before the start of the study. This sounds intuitive; however, if we take, for example, a database of information, it is potentially possible to perform multiple statistical comparisons of groups within the database to find a statistically significant association. This could then lead one to work backward from the data and develop the “question.” This is counterintuitive to the process because the question is asked specifically to then find the answer, thus collecting data along the way (i.e., in a prospective manner). Multiple statistical testing of associations from data previously collected could potentially lead to spuriously positive findings of association through chance alone. 2 Therefore, a good hypothesis must be based on a good research question at the start of a trial and, indeed, drive data collection for the study.

The research or clinical hypothesis is developed from the research question and then the main elements of the study — sampling strategy, intervention (if applicable), comparison and outcome variables — are summarized in a form that establishes the basis for testing, statistical and ultimately clinical significance. 3 For example, in a research study comparing computer-assisted acetabular component insertion versus freehand acetabular component placement in patients in need of total hip arthroplasty, the experimental group would be computer-assisted insertion and the control/conventional group would be free-hand placement. The investigative team would first state a research hypothesis. This could be expressed as a single outcome (e.g., computer-assisted acetabular component placement leads to improved functional outcome) or potentially as a complex/composite outcome; that is, more than one outcome (e.g., computer-assisted acetabular component placement leads to both improved radiographic cup placement and improved functional outcome).

However, when formally testing statistical significance, the hypothesis should be stated as a “null” hypothesis. 2 The purpose of hypothesis testing is to make an inference about the population of interest on the basis of a random sample taken from that population. The null hypothesis for the preceding research hypothesis then would be that there is no difference in mean functional outcome between the computer-assisted insertion and free-hand placement techniques. After forming the null hypothesis, the researchers would form an alternate hypothesis stating the nature of the difference, if it should appear. The alternate hypothesis would be that there is a difference in mean functional outcome between these techniques. At the end of the study, the null hypothesis is then tested statistically. If the findings of the study are not statistically significant (i.e., there is no difference in functional outcome between the groups in a statistical sense), we cannot reject the null hypothesis, whereas if the findings were significant, we can reject the null hypothesis and accept the alternate hypothesis (i.e., there is a difference in mean functional outcome between the study groups), errors in testing notwithstanding. In other words, hypothesis testing confirms or refutes the statement that the observed findings did not occur by chance alone but rather occurred because there was a true difference in outcomes between these surgical procedures. The concept of statistical hypothesis testing is complex, and the details are beyond the scope of this article.

Another important concept inherent in hypothesis testing is whether the hypotheses will be 1-sided or 2-sided. A 2-sided hypothesis states that there is a difference between the experimental group and the control group, but it does not specify in advance the expected direction of the difference. For example, we asked whether there is there an improvement in outcomes with computer-assisted surgery or whether the outcomes worse with computer-assisted surgery. We presented a 2-sided test in the above example because we did not specify the direction of the difference. A 1-sided hypothesis states a specific direction (e.g., there is an improvement in outcomes with computer-assisted surgery). A 2-sided hypothesis should be used unless there is a good justification for using a 1-sided hypothesis. As Bland and Atlman 8 stated, “One-sided hypothesis testing should never be used as a device to make a conventionally nonsignificant difference significant.”

The research hypothesis should be stated at the beginning of the study to guide the objectives for research. Whereas the investigators may state the hypothesis as being 1-sided (there is an improvement with treatment), the study and investigators must adhere to the concept of clinical equipoise. According to this principle, a clinical (or surgical) trial is ethical only if the expert community is uncertain about the relative therapeutic merits of the experimental and control groups being evaluated. 9 It means there must exist an honest and professional disagreement among expert clinicians about the preferred treatment. 9

Designing a research hypothesis is supported by a good research question and will influence the type of research design for the study. Acting on the principles of appropriate hypothesis development, the study can then confidently proceed to the development of the research objective.

Research objective

The primary objective should be coupled with the hypothesis of the study. Study objectives define the specific aims of the study and should be clearly stated in the introduction of the research protocol. 7 From our previous example and using the investigative hypothesis that there is a difference in functional outcomes between computer-assisted acetabular component placement and free-hand placement, the primary objective can be stated as follows: this study will compare the functional outcomes of computer-assisted acetabular component insertion versus free-hand placement in patients undergoing total hip arthroplasty. Note that the study objective is an active statement about how the study is going to answer the specific research question. Objectives can (and often do) state exactly which outcome measures are going to be used within their statements. They are important because they not only help guide the development of the protocol and design of study but also play a role in sample size calculations and determining the power of the study. 7 These concepts will be discussed in other articles in this series.

From the surgeon’s point of view, it is important for the study objectives to be focused on outcomes that are important to patients and clinically relevant. For example, the most methodologically sound randomized controlled trial comparing 2 techniques of distal radial fixation would have little or no clinical impact if the primary objective was to determine the effect of treatment A as compared to treatment B on intraoperative fluoroscopy time. However, if the objective was to determine the effect of treatment A as compared to treatment B on patient functional outcome at 1 year, this would have a much more significant impact on clinical decision-making. Second, more meaningful surgeon–patient discussions could ensue, incorporating patient values and preferences with the results from this study. 6 , 7 It is the precise objective and what the investigator is trying to measure that is of clinical relevance in the practical setting.

The following is an example from the literature about the relation between the research question, hypothesis and study objectives:

Study: Warden SJ, Metcalf BR, Kiss ZS, et al. Low-intensity pulsed ultrasound for chronic patellar tendinopathy: a randomized, double-blind, placebo-controlled trial. Rheumatology 2008;47:467–71.

Research question: How does low-intensity pulsed ultrasound (LIPUS) compare with a placebo device in managing the symptoms of skeletally mature patients with patellar tendinopathy?

Research hypothesis: Pain levels are reduced in patients who receive daily active-LIPUS (treatment) for 12 weeks compared with individuals who receive inactive-LIPUS (placebo).

Objective: To investigate the clinical efficacy of LIPUS in the management of patellar tendinopathy symptoms.

The development of the research question is the most important aspect of a research project. A research project can fail if the objectives and hypothesis are poorly focused and underdeveloped. Useful tips for surgical researchers are provided in Box 3 . Designing and developing an appropriate and relevant research question, hypothesis and objectives can be a difficult task. The critical appraisal of the research question used in a study is vital to the application of the findings to clinical practice. Focusing resources, time and dedication to these 3 very important tasks will help to guide a successful research project, influence interpretation of the results and affect future publication efforts.

Tips for developing research questions, hypotheses and objectives for research studies

Perform a systematic literature review (if one has not been done) to increase knowledge and familiarity with the topic and to assist with research development.
Learn about current trends and technological advances on the topic.
Seek careful input from experts, mentors, colleagues and collaborators to refine your research question as this will aid in developing the research question and guide the research study.
Use the FINER criteria in the development of the research question.
Ensure that the research question follows PICOT format.
Develop a research hypothesis from the research question.
Develop clear and well-defined primary and secondary (if needed) objectives.
Ensure that the research question and objectives are answerable, feasible and clinically relevant.

FINER = feasible, interesting, novel, ethical, relevant; PICOT = population (patients), intervention (for intervention studies only), comparison group, outcome of interest, time.

Competing interests: No funding was received in preparation of this paper. Dr. Bhandari was funded, in part, by a Canada Research Chair, McMaster University.

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Understanding different research perspectives

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1 Objective and subjective research perspectives

Research in social science requires the collection of data in order to understand a phenomenon. This can be done in a number of ways, and will depend on the state of existing knowledge of the topic area. The researcher can:

Explore a little known issue. The researcher has an idea or has observed something and seeks to understand more about it (exploratory research).
Connect ideas to understand the relationships between the different aspects of an issue, i.e. explain what is going on (explanatory research).
Describe what is happening in more detail and expand the initial understanding (explicatory or descriptive research).

Exploratory research is often done through observation and other methods such as interviews or surveys that allow the researcher to gather preliminary information.

Explanatory research, on the other hand, generally tests hypotheses about cause and effect relationships. Hypotheses are statements developed by the researcher that will be tested during the research. The distinction between exploratory and explanatory research is linked to the distinction between inductive and deductive research. Explanatory research tends to be deductive and exploratory research tends to be inductive. This is not always the case but, for simplicity, we shall not explore the exceptions here.

Descriptive research may support an explanatory or exploratory study. On its own, descriptive research is not sufficient for an academic project. Academic research is aimed at progressing current knowledge.

The perspective taken by the researcher also depends on whether the researcher believes that there is an objective world out there that can be objectively known; for example, profit can be viewed as an objective measure of business performance. Alternatively the researcher may believe that concepts such as ‘culture’, ‘motivation’, ‘leadership’, ‘performance’ result from human categorisation of the world and that their ‘meaning’ can change depending on the circumstances. For example, performance can mean different things to different people. For one it may refer to a hard measure such as levels of sales. For another it may include good relationships with customers. According to this latter view, a researcher can only take a subjective perspective because the nature of these concepts is the result of human processes. Subjective research generally refers to the subjective experiences of research participants and to the fact that the researcher’s perspective is embedded within the research process, rather than seen as fully detached from it.

On the other hand, objective research claims to describe a true and correct reality, which is independent of those involved in the research process. Although this is a simplified view of the way in which research can be approached, it is an important distinction to think about. Whether you think about your research topic in objective or subjective terms will determine the development of the research questions, the type of data collected, the methods of data collection and analysis you adopt and the conclusions that you draw. This is why it is important to consider your own perspective when planning your project.

Subjective research is generally referred to as phenomenological research. This is because it is concerned with the study of experiences from the perspective of an individual, and emphasises the importance of personal perspectives and interpretations. Subjective research is generally based on data derived from observations of events as they take place or from unstructured or semi-structured interviews. In unstructured interviews the questions emerged from the discussion between the interviewer and the interviewee. In semi-structured interviews the interviewer prepares an outline of the interview topics or general questions, adding more as needs emerged during the interview. Structured interviews include the full list of questions. Interviewers do not deviate from this list. Subjective research can also be based on examinations of documents. The researcher will attribute personal interpretations of the experiences and phenomena during the process of both collecting and analysing data. This approach is also referred to as interpretivist research. Interpretivists believe that in order to understand and explain specific management and HR situations, one needs to focus on the viewpoints, experiences, feelings and interpretations of the people involved in the specific situation.

Conversely, objective research tends to be modelled on the methods of the natural sciences such as experiments or large scale surveys. Objective research seeks to establish law-like generalisations which can be applied to the same phenomenon in different contexts. This perspective, which privileges objectivity, is called positivism and is based on data that can be subject to statistical analysis and generalisation. Positivist researchers use quantitative methodologies, which are based on measurement and numbers, to collect and analyse data. Interpretivists are more concerned with language and other forms of qualitative data, which are based on words or images. Having said that, researchers using objectivist and positivist assumptions sometimes use qualitative data while interpretivists sometimes use quantitative data. (Quantitative and qualitative methodologies will be discussed in more detail in the final part of this course.) The key is to understand the perspective you intend to adopt and realise the limitations and opportunities it offers. Table 1 compares and contrasts the perspectives of positivism and interpretivism.

Table 1 Positivism vs interpretivism
Positivism (objective)	Interpretivism (subjective)
Regards the world as objectively ‘out there’, real and completely separate from human meaning-making.	Claims that the only world we can study is a world of meanings, represented in the signs and symbols that people use to think and to communicate.
Asserts there is only one true, objective knowledge that transcends time and cultural location.	Accepts that there are multiple knowledges, and that knowledge is highly contingent on time and cultural location.
Views knowledge as based on facts that are ‘out there in the world’ waiting to be discovered.	Views knowledge as constructed through people’s meaning-making.
Asks of knowledge:	Asks of knowledge:

Some textbooks include the realist perspective or discuss constructivism, but, for the purpose of your work-based project, you do not need to engage with these other perspectives. This course keeps the discussion of research perspectives to a basic level.

Search and identify two articles that are based on your research topic. Ideally you may want to identify one article based on quantitative and one based on qualitative methodologies.

Now answer the following questions:

In what ways are the two studies different (excluding the research focus)?
Which research perspective do the author/s in article 1 take in their study (i.e. subjective or objective or in other words, phenomenological/interpretivist or positivist)?
What elements (e.g. specific words, sentences, research questions) in the introduction reveal the approach taken by the authors?
Which research perspective do the author/s in article 2 take in their study (i.e. subjective or objective, phenomenological/interpretivist or positivist)?
What elements (e.g. specific words, sentences, research questions) in the introduction and research questions sections reveal the approach taken by the authors?

This activity has helped you to distinguish between objective and subjective research by recognising the type of language and the different ways in which objectivists/positivists and subjectivists/interpretivists may formulate their research aims. It should also support the development of your personal preference on objective or subjective research.

The Importance Of Research Objectives

Imagine you’re a student planning a vacation in a foreign country. You’re on a tight budget and need to draw…

Imagine you’re a student planning a vacation in a foreign country. You’re on a tight budget and need to draw up a pocket-friendly plan. Where do you begin? The first step is to do your research.

Before that, you make a mental list of your objectives—finding reasonably-priced hotels, traveling safely and finding ways of communicating with someone back home. These objectives help you focus sharply during your research and be aware of the finer details of your trip.

More often than not, research is a part of our daily lives. Whether it’s to pick a restaurant for your next birthday dinner or to prepare a presentation at work, good research is the foundation of effective learning. Read on to understand the meaning, importance and examples of research objectives.

Why Do We Need Research?

What are the objectives of research, what goes into a research plan.

Research is a careful and detailed study of a particular problem or concern, using scientific methods. An in-depth analysis of information creates space for generating new questions, concepts and understandings. The main objective of research is to explore the unknown and unlock new possibilities. It’s an essential component of success.

Over the years, businesses have started emphasizing the need for research. You’ve probably noticed organizations hiring research managers and analysts. The primary purpose of business research is to determine the goals and opportunities of an organization. It’s critical in making business decisions and appropriately allocating available resources.

Here are a few benefits of research that’ll explain why it is a vital aspect of our professional lives:

Expands Your Knowledge Base

One of the greatest benefits of research is to learn and gain a deeper understanding. The deeper you dig into a topic, the more well-versed you are. Furthermore, research has the power to help you build on any personal experience you have on the subject.

Keeps You Up To Date

Research encourages you to discover the most recent information available. Updated information prevents you from falling behind and helps you present accurate information. You’re better equipped to develop ideas or talk about a topic when you’re armed with the latest inputs.

Builds Your Credibility

Research provides you with a good foundation upon which you can develop your thoughts and ideas. People take you more seriously when your suggestions are backed by research. You can speak with greater confidence because you know that the information is accurate.

Sparks Connections

Take any leading nonprofit organization, you’ll see how they have a strong research arm supported by real-life stories. Research also becomes the base upon which real-life connections and impact can be made. It even helps you communicate better with others and conveys why you’re pursuing something.

Encourages Curiosity

As we’ve already established, research is mostly about using existing information to create new ideas and opinions. In the process, it sparks curiosity as you’re encouraged to explore and gain deeper insights into a subject. Curiosity leads to higher levels of positivity and lower levels of anxiety.

Well-defined objectives of research are an essential component of successful research engagement. If you want to drive all aspects of your research methodology such as data collection, design, analysis and recommendation, you need to lay down the objectives of research methodology. In other words, the objectives of research should address the underlying purpose of investigation and analysis. It should outline the steps you’d take to achieve desirable outcomes. Research objectives help you stay focused and adjust your expectations as you progress.

The objectives of research should be closely related to the problem statement, giving way to specific and achievable goals. Here are the four types of research objectives for you to explore:

General Objective

Also known as secondary objectives, general objectives provide a detailed view of the aim of a study. In other words, you get a general overview of what you want to achieve by the end of your study. For example, if you want to study an organization’s contribution to environmental sustainability, your general objective could be: a study of sustainable practices and the use of renewable energy by the organization.

Specific Objectives

Specific objectives define the primary aim of the study. Typically, general objectives provide the foundation for identifying specific objectives. In other words, when general objectives are broken down into smaller and logically connected objectives, they’re known as specific objectives. They help define the who, what, why, when and how aspects of your project. Once you identify the main objective of research, it’s easier to develop and pursue a plan of action.

Let’s take the example of ‘a study of an organization’s contribution to environmental sustainability’ again. The specific objectives will look like this:

To determine through history how the organization has changed its practices and adopted new solutions

To assess how the new practices, technology and strategies will contribute to the overall effectiveness

Once you’ve identified the objectives of research, it’s time to organize your thoughts and streamline your research goals. Here are a few effective tips to develop a powerful research plan and improve your business performance.

Set SMART Goals

Your research objectives should be SMART—Specific, Measurable, Achievable, Realistic and Time-constrained. When you focus on utilizing available resources and setting realistic timeframes and milestones, it’s easier to prioritize objectives. Continuously track your progress and check whether you need to revise your expectations or targets. This way, you’re in greater control over the process.

Create A Plan

Create a plan that’ll help you select appropriate methods to collect accurate information. A well-structured plan allows you to use logical and creative approaches towards problem-solving. The complexity of information and your skills are bound to influence your plan, which is why you need to make room for flexibility. The availability of resources will also play a big role in influencing your decisions.

Collect And Collate

After you’ve created a plan for the research process, make a list of the data you’re going to collect and the methods you’ll use. Not only will it help make sense of your insights but also keep track of your approach. The information you collect should be:

Logical, rigorous and objective

Can be reproduced by other people working on the same subject

Free of errors and highlighting necessary details

Current and updated

Includes everything required to support your argument/suggestions

Analyze And Keep Ready

Data analysis is the most crucial part of the process and there are many ways in which the information can be utilized. Four types of data analysis are often seen in a professional environment. While they may be divided into separate categories, they’re linked to each other.

Descriptive Analysis:

The most commonly used data analysis, descriptive analysis simply summarizes past data. For example, Key Performance Indicators (KPIs) use descriptive analysis. It establishes certain benchmarks after studying how someone has been performing in the past.

Diagnostic Analysis:

The next step is to identify why something happened. Diagnostic analysis uses the information gathered through descriptive analysis and helps find the underlying causes of an outcome. For example, if a marketing initiative was successful, you deep-dive into the strategies that worked.

Predictive Analysis:

It attempts to answer ‘what’s likely to happen’. Predictive analysis makes use of past data to predict future outcomes. However, the accuracy of predictions depends on the quality of the data provided. Risk assessment is an ideal example of using predictive analysis.

Prescriptive Analysis:

The most sought-after type of data analysis, prescriptive analysis combines the insights of all of the previous analyses. It’s a huge organizational commitment as it requires plenty of effort and resources. A great example of prescriptive analysis is Artificial Intelligence (AI), which consumes large amounts of data. You need to be prepared to commit to this type of analysis.

Review And Interpret

Once you’ve collected and collated your data, it’s time to review it and draw accurate conclusions. Here are a few ways to improve the review process:

Identify the fundamental issues, opportunities and problems and make note of recurring trends if any

Make a list of your insights and check which is the most or the least common. In short, keep track of the frequency of each insight

Conduct a SWOT analysis and identify the strengths, weaknesses, opportunities and threats

Write down your conclusions and recommendations of the research

When we think about research, we often associate it with academicians and students. but the truth is research is for everybody who is willing to learn and enhance their knowledge. If you want to master the art of strategically upgrading your knowledge, Harappa Education’s Learning Expertly course has all the answers. Not only will it help you look at things from a fresh perspective but also show you how to acquire new information with greater efficiency. The Growth Mindset framework will teach you how to believe in your abilities to grow and improve. The Learning Transfer framework will help you apply your learnings from one context to another. Begin the journey of tactful learning and self-improvement today!

Explore Harappa Diaries to learn more about topics related to the THINK Habit such as Learning From Experience , Critical Thinking & What is Brainstorming to think clearly and rationally.

This paper is in the following e-collection/theme issue:

Published on 26.8.2024 in Vol 26 (2024)

Acceptance of Social Media Recruitment for Clinical Studies Among Patients With Hepatitis B: Mixed Methods Study

Authors of this article:

Original Paper

Theresa Willem 1, 2, 3 * , MA ;
Bettina M Zimmermann 1, 2, 4 * , PhD ;
Nina Matthes 2 ;
Michael Rost 5 , PhD ;
Alena Buyx 2 , Prof Dr Med

1 Institute of Molecular Immunology, Klinikum Rechts der Isar, TUM School of Medicine and Health, Technical University of Munich, Munich, Germany

2 Institute of History and Ethics in Medicine, TUM School of Medicine and Health, Technical University of Munich, Munich, Germany

3 Department of Science, Technology and Society (STS), School of Social Sciences and Technology, Technical University of Munich, Munich, Germany

4 Institute of Philosophy, Multidisciplinary Center for Infectious Diseases, University of Bern, Bern, Switzerland

5 Institute for Biomedical Ethics, University of Basel, Basel, Switzerland

*these authors contributed equally

Corresponding Author:

Bettina M Zimmermann, PhD

Institute of History and Ethics in Medicine

TUM School of Medicine and Health

Technical University of Munich

Ismaninger Str. 22

Munich, 81675

Phone: 49 89 4140 4041

Email: [email protected]

Background: Social media platforms are increasingly used to recruit patients for clinical studies. Yet, patients’ attitudes regarding social media recruitment are underexplored.

Objective: This mixed methods study aims to assess predictors of the acceptance of social media recruitment among patients with hepatitis B, a patient population that is considered particularly vulnerable in this context.

Methods: Using a mixed methods approach, the hypotheses for our survey were developed based on a qualitative interview study with 6 patients with hepatitis B and 30 multidisciplinary experts. Thematic analysis was applied to qualitative interview analysis. For the cross-sectional survey, we additionally recruited 195 patients with hepatitis B from 3 clinical centers in Germany. Adult patients capable of judgment with a hepatitis B diagnosis who understood German and visited 1 of the 3 study centers during the data collection period were eligible to participate. Data analysis was conducted using SPSS (version 28; IBM Corp), including descriptive statistics and regression analysis.

Results: On the basis of the qualitative interview analysis, we hypothesized that 6 factors were associated with acceptance of social media recruitment: using social media in the context of hepatitis B (hypothesis 1), digital literacy (hypothesis 2), interest in clinical studies (hypothesis 3), trust in nonmedical (hypothesis 4a) and medical (hypothesis 4b) information sources, perceiving the hepatitis B diagnosis as a secret (hypothesis 5a), attitudes toward data privacy in the social media context (hypothesis 5b), and perceived stigma (hypothesis 6). Regression analysis revealed that the higher the social media use for hepatitis B (hypothesis 1), the higher the interest in clinical studies (hypothesis 3), the more trust in nonmedical information sources (hypothesis 4a), and the less secrecy around a hepatitis B diagnosis (hypothesis 5a), the higher the acceptance of social media as a recruitment tool for clinical hepatitis B studies.

Conclusions: This mixed methods study provides the first quantitative insights into social media acceptance for clinical study recruitment among patients with hepatitis B. The study was limited to patients with hepatitis B in Germany but sets out to be a reference point for future studies assessing the attitudes toward and acceptance of social media recruitment for clinical studies. Such empirical inquiries can facilitate the work of researchers designing clinical studies as well as ethics review boards in balancing the risks and benefits of social media recruitment in a context-specific manner.

Introduction

Benefits and risks of using social media recruitment for clinical studies.

Recruiting clinical study participants through social media has the potential to increase the recruitment accrual in a cost-effective way [ 1 ]. Consequently, social media recruitment has been increasingly applied for clinical studies, often in parallel with other recruitment strategies. However, social media recruitment still bears a host of challenges. First, maintaining a social media presence and community management can be resource intensive. Second, when used as a stand-alone recruiting method, it might yield a cohort of limited demographic representativeness. Finally, social media recruitment comes with ethical issues, particularly when used to recruit for clinical studies [ 2 ]. Because social media recruitment includes reaching potential research participants outside a clinical setting and in a public online space without direct personal contact, risks related to social stigma, privacy infringement, loss of trust, and psychological harm have been discussed [ 3 ]. To mitigate some of these risks, prioritizing investigator transparency and obtaining explicit consent when recruiting from others’ social network was suggested [ 4 ]. Yet, because the activities of social media platforms are primarily unregulated and partly belong to large global technology companies, activities conducted on social media, including study recruitment, can never be fully controlled by researchers or institutions. Remaining privacy-infringing risks include hidden data collection and profiling, particularly problematic for patients carrying vulnerable characteristics [ 5 ].

Early studies assessing social media recruitment for clinical studies focused on the effectiveness of the method. For example, Frandsen et al [ 3 ] used social media recruitment for a smoking cessation trial and compared their cohort recruited from a Facebook-based approach to cohorts resulting from other recruitment methods. They found no differences between the cohorts regarding socioeconomic or smoking characteristics, except that participants recruited via Facebook were significantly younger. Wisk et al [ 4 ] recruited college students with type 1 diabetes, a hard-to-reach population, using a variety of outreach channels, including social media. They found that Facebook was the most successful recruitment method. Guthrie et al [ 5 ] found that Facebook advertising was significantly cheaper than recruiting via mail. While these studies allow insights into the utility of social media recruitment from the perspective of researchers, studies assessing patients’ perspectives and attitudes toward social media for clinical study recruitment are lacking. This study aims to deliver first evidence on patient attitudes toward social media recruitment, focusing on patients with hepatitis B.

Patients With Hepatitis B and Social Media

Patients with hepatitis B are a particularly interesting cohort to study acceptance for social media recruitment as the particularities of the disease exhibit potentially confounding factors for their attitudes toward social media recruitment. First, there is robust empirical evidence that patients with hepatitis B can be subject to social stigma [ 6 - 10 ]. Therefore, the risk of public exposure to hepatitis B diagnosis on social media renders them—and patients with other stigmatized traits and conditions—particularly vulnerable in the context of social media recruitment [ 11 ]. Second, hepatitis B in Europe is particularly prevalent in certain immigrant populations, which are at risk of being neglected for clinical studies due to language barriers and lack of health care access. Social media recruitment can help include patient populations who otherwise would be disregarded for clinical studies or are hard to reach [ 12 - 14 ].

Study Rationale and Objectives

However, the effectiveness of social media recruitment crucially hinges on technology acceptance. To date, the attitudes of patients regarding social media recruitment are underexplored. Addressing this gap, this mixed methods study assesses factors predicting the acceptance of social media recruitment among patients with hepatitis B. On the basis of qualitative individual interviews with 6 patients with hepatitis B and 30 multidisciplinary experts and a literature review, we hypothesized that general social media use (hypothesis 1), social media literacy (hypothesis 2), interest in clinical studies (hypothesis 3), trust (hypothesis 4), privacy needs (hypothesis 5), and perceived stigma (hypothesis 6) are associated with acceptance of social media recruitment.

Study Design

This study is part of the European Union–funded international research consortium “TherVacB—A Therapeutic Vaccine to Cure Hepatitis B,” work package 6 (ethical, legal, and social aspects of social media recruitment). Using a mixed methods design, we first conducted an explorative qualitative multistakeholder interview study assessing the ethical, legal, social, and practical implications of social media recruitment for clinical studies [ 2 ]. The hypotheses investigated in this paper are based on these interviews and a conceptual literature review mapping the ethical implications of social media recruitment [ 11 ]. The reporting of this study followed the Strengthening the Reporting of Observational Studies in Epidemiology guidelines [ 15 ].

Survey Recruitment

On the basis of preliminary statistical power analysis and pragmatic considerations of available study participants, we aimed for 200 responses in a recruitment period of 7 months. Due to administrative constraints, including the COVID-19 pandemic, the overall recruitment period was prolonged by 5 months (total recruitment period 12 months, June 4, 2022, to May 31, 2023), and the recruitment period varied among the recruiting clinics ( Multimedia Appendix 1 ).

Adult, German-speaking patients diagnosed with acute or chronic viral hepatitis B were recruited from 3 large university hospitals in Germany. We chose such a venue-based recruitment methodology because it is considered one of the best options to recruit representative samples from hard-to-reach populations [ 16 ]. The clinical staff was instructed to distribute the study information leaflet to every eligible patient in the study period, explaining the implications of the study and inviting them to fill out the questionnaire. To limit recruitment bias and enhance sample representativeness, study nurses were briefed to avoid self-selected restrictions in recruitment and, if possible, to give a questionnaire to every incoming patient with hepatitis B who understood German sufficiently well. However, because of the administrative burden of the clinical staff, only 30.4% (285/939) of the estimated eligible incoming patients received the questionnaire ( Multimedia Appendix 1 ). Because this low distribution number results from administrative burden in the clinic, we do not expect this to have a relevant impact on representativeness (refer to the Limitations subsection under the Discussion section). Completed questionnaires (207/285, 72.6% of the distributed questionnaires; Multimedia Appendix 1 ) were collected in the recruiting hospital and sent to the authors via mail.

Survey Construction

The dependent variable (acceptance of social media recruitment) was constructed based on the Technology Acceptance Model [ 17 , 18 ], involving the dimensions of perceived usefulness; perceived ease of use, intentions, and problem awareness; and proved good internal consistency (Cronbach α=0.863). Possible predictors for social media recruitment acceptance were identified based on the abovementioned hypotheses and operationalized by, if possible, existing validated questionnaires. For 3 (33%) of the 9 independent variables, we used existing validated questionnaires that were found to be of excellent reliability: the social media literacy scale (14 items, Cronbach α=0.947) [ 19 ], the Berger HIV Stigma Scale for use among patients with hepatitis C virus (6 items, Cronbach α=0.931) [ 20 ], and the Privacy Attitude Questionnaire [ 21 ]. For the latter, we included a shortened version that covered the dimensions developed in the Privacy Attitude Questionnaire but targeted it toward the hepatitis B context. From these dimensions, 2 subscales were created: secrecy of hepatitis B diagnosis (2 items, Cronbach α=0.623) and data privacy needs regarding hepatitis B diagnosis (2 items, Cronbach α=0.587).

For the remaining variables, no validated tools existed. Hence, we developed new scales for each variable of interest. As indicated by internal consistency, these were of moderate, good, or excellent reliability: general social media use (8 items, Cronbach α=0.676), hepatitis B–related social media use (6 items, Cronbach α=0.906), interest in clinical studies (2 items, Cronbach α=0.895), and trust in information sources regarding hepatitis B (11 items, Cronbach α=0.905; 2 subscales were created: trust in medical information sources—4 items, Cronbach α=0.784 and trust in nonmedical information sources, ie, traditional media, social media, other patients, poster advertisements, etc—7 items, Cronbach α=0.881). In addition to these adapted and self-developed scales, we included 4 demographic variables in the regression model (age, gender, education, and mother tongue as an indicator of migration background). A preliminary version of the questionnaire was discussed with 3 experts from the fields of infectiology and bioethics and then adapted and shortened based on their comments. We then performed cognitive pretesting [ 22 ] with 6 patients with hepatitis B, leading to minor changes. The full questionnaire is provided in Multimedia Appendix 2 .

Statistical Analysis

Using SPSS (version 28.0; IBM Corp), we (1) performed descriptive analyses, (2) determined independent factors associated with participants’ acceptance of social media as a recruitment tool for clinical hepatitis B studies through multiple linear regression analysis, and (3) performed additional exploratory bivariate analyses of hepatitis B–related stigma (ie, correlation, independent 2-tailed t test). The statistical significance level was set at P <.05. For multiple linear regression analysis, assumption checks were performed before the interpretation of the model ( Multimedia Appendix 3 ). For the scale measuring the frequency of social media use, missing values were replaced by “0” (ie, “never”), assuming that participants did not tick a box, as they did not know the respective social media platform. Overall, 71.3% (139/195) of the participants completed all items, resulting in 3.66% (478/13,065) missing values and 81% (54/67) incomplete variables.

For the linear regression analysis, theoretical considerations and hypotheses derived from our previous qualitative study determined predictor selection. In addition, the sample size or predictor ratio a priori determines variable selection for regression modeling. According to Harrell [ 23 ], a fitted regression model is likely to be reliable when p<m/10 or p<m/20 (average requirement: p<m/15), where p is the number of predictors and m is the sample size. Applying this requirement to our sample size (N=195) and having missing data, we preliminarily limited the number of included predictors to 11. The following 11 predictors were included in the regression model: general social media use, social media literacy, hepatitis B–related social media use, interest in clinical studies, trust in medical information sources regarding hepatitis B (dichotomized to meet assumption of linearity), trust in nonmedical information sources regarding hepatitis B, secrecy of hepatitis B (dichotomized to meet assumption of linearity), data privacy needs regarding hepatitis B (dichotomized to meet assumption of linearity), perceived stigma, age, and education. Assumptions checks for regression analyses are presented in Multimedia Appendix 3 .

Ethical Considerations

For study consent, participants were asked to confirm having read and understood the study information and to consent to the study participation by checking a consent box at the beginning of the questionnaire. Only questionnaires with this box checked were included in the analysis (12/207, 5.8% of the questionnaires were excluded for that reason; Multimedia Appendix 1 ). The ethics committees from the Technical University of Munich (12/22-S-NP), Hannover Medical School (10368_BO_K_2022), and University Clinic Leipzig (189/22-lk) approved the study.

Deriving Hypotheses

After conducting an in-depth literature review on the ethical and social challenges surrounding social media recruitment for clinical studies [ 11 ], we developed 2 semistructured interview guides, one targeted at patients with hepatitis B and the other targeted at multidisciplinary experts. On the basis of interviews with 6 patients that were triangulated with findings from 30 interviews with experts, we qualitatively assessed what factors could be associated with the acceptance of social media recruitment for clinical hepatitis B studies. On the basis of these findings, we derived hypotheses to be tested quantitatively in a survey among patients with hepatitis B in Germany ( Textbox 1 ).

Hypothesis 1: The more patients use social media for hepatitis B, the higher their acceptance of using social media as a recruitment tool for clinical hepatitis B studies.
Hypothesis 2: Digital literacy is associated with social media acceptance.
Hypothesis 3: The higher the general interest in clinical study participation, the higher the acceptance of social media recruitment for clinical studies.
Hypothesis 4: The more patients trust information sources for hepatitis B, the higher their acceptance of social media recruitment.
Hypothesis 5: The more patients value privacy, the lower their acceptance of using social media as a recruitment tool for clinical hepatitis B studies.
Hypothesis 6: The higher the perceived stigma of patients with hepatitis B, the lower their acceptance of social media as a recruitment tool for clinical studies.

Intensity of Using Social Media in the Context of Hepatitis B

Most of the patients we talked with were rejecting the idea of being recruited for a clinical hepatitis B study via social media. However, patients who were more actively involved in their own recruitment tended to have more accepting attitudes. For example, patients who described using social media as a tool for informing themselves about potential clinical studies related to their disease were less opposed to being recruited via the same channel. One patient included search engines in their definition of social media and mentioned the following:

You can also advertise on Google. That is quasi/I think it’s better if I [as a patient] search for a study. For example, I search for a study related to psoriasis and enter that term in Google—when the advertisement for a psoriasis study is then made so that it shows up as the first suggestion...I think that’s better because in these instances I’m already searching, so I take the first step, I search for the study. And then the study, or the advertisement must be done in such a way that I can find it. So, I take the first step and then I land on the study. [Patient 3]

Similarly, patients who joined shared interest groups, such as patient groups on Facebook, which gather people who deliberately want to share their own experiences with the disease and learn from others’ experiences, were more open toward the idea of being approached and recruited within such groups.

These insights indicate that patients who were already active on social media and found it useful for their personal disease management were more open to being recruited via social media. This led us to the following hypothesis: (H1) The more patients use social media (for hepatitis B), the higher their acceptance of using social media as a recruitment tool for clinical (hepatitis B) studies.

Digital Literacy

The patients we interviewed represented a variety of levels regarding social media literacy. While some patients have had very limited contact with social media, others were very active on social media. One patient even described social media content management as part of their daily job. Another had conducted a research web-based questionnaire for which they were recruiting on the web. Analyzing the interviewees’ accounts about their experience with social media, and partially their use habits, we found a scattered connection to social media recruitment acceptance: those who were considered to have higher digital literacy skills were, in some instances, likely to accept social media as a recruitment tool for clinical hepatitis B studies because they perceived other forms of recruitment as outdated:

I think we are living in a time that you have to use social media because if you don’t use it...sending a letter or put[ting it] in the newspaper, will not help you. [Patient 6]

On the other end of the spectrum, however, patients with very low digital literacy skills and relatedly very little reported use of social media, or digital media in general, in some instances had difficulties delimiting the concept of social media as such. Presumably, their less nuanced understanding of social media as a concept makes them less strictly opposed to being recruited for a clinical study via social media. One patient, for example, favored personal contact for study recruitment at first but then revised their statement and reported that being helped was even more important than personal contact:

Yes definitely. If it was something important it would be best if we met at a clinic, or I don’t know where this study is being done.... But even via Facebook or Messenger.... Yeah, actually never mind, I don’t care actually. [Patient 2]

While the interviews suggested a connection between the acceptance of social media recruitment for clinical hepatitis B studies and digital literacy, it remained unclear whether acceptance was higher with high or low digital literacy. Consequently, we formulated the nondirectional hypothesis that (H2) digital literacy is associated with social media acceptance (SMA).

Interest in Clinical Studies

Some participating patients expressed particularly high interest in participating in clinical studies about hepatitis B. One patient explained to us that they were “very, very happy to support studies” (patient 5), and another patient told us the following: “I actually want to help. So, that’s why I get in” (patient 6). Patients like this, who reported an increased willingness to participate in clinical studies in general, seemed more susceptible to social media as a recruitment tool, too.

Another patient perceived it as beneficial that online recruitment made them less dependent on their physician to refer them to the study:

I don’t know if my physician is even internet-savvy, he’s a bit older. And well, then I thought, I have to see for myself because I’m not sure how competent he is with such things. What I mean is, it would be nicer if I...could google for [a clinical trial], land on a platform, search for [relevant studies], see all the information and can get in touch right away and say: “Hey, I am interested in your study. I would like to participate.” Because in my case, the...specialists didn’t even know that this [study] existed.... That’s stupid and got me pretty upset.” [Patient 3]

None of the patients interviewed reported that they were generally against participation in clinical studies. This is likely a recruitment bias of this qualitative interview study, which made it difficult to interrogate if patients who are less accepting of clinical studies are also less accepting of social media recruitment. Yet, based on the apparent influence of this aspect in 2 (33%) of 6 patient interviews, we formulated the following hypothesis: (H3) The more patients are interested in clinical studies, the more they accept social media as a recruitment tool for clinical hepatitis B studies.

The role of trust in health care professionals, social media platforms, and other recruitment channels was a very salient aspect of all interviews. Illustrating this, one participating patient with hepatitis B stated the following as a reason for being against social media recruitment:

I just feel such a distrust of social media. Any information I share there, I’m not completely comfortable with/It’s just not a safe way for me to share information. [Patient 4]

Other patients were more open to social media recruitment if they knew the source of the advertisement and assigned relevant expertise to them:

It would be okay for me [if someone would contact me on social media to ask whether I would like to meet for a clinical study, as long as] the person is qualified in that direction and is well versed in this expertise. [Patient 2]

[R]ecruiting is normally working if the person that suggests it is a person that you trust or you know. So because she was a person I knew from [redacted], then I clicked the link and I got in. Normally we know, of course, that social media is also a trap for many, I don’t know, viruses and this kind of thing. So you don’t open everything if you don’t trust the link.... If I would see it on, I don’t know, social media and as we know, because you have these cookies that you accept, then immediately, they know that you have something or you are looking for some article. Then this kind of things will pop up. Again, it’s all about trusting links. I’m not sure how much I will get in something that is suggesting from just because I click on a link. [Patient 6]

More implicitly, another patient emphasized that the clinical setting was the place for them to discuss things in the context of hepatitis B, not social media:

This channel through the [clinic in Germany]... I have a very good opinion of the hospital and I have always been well taken care of there. That is the only channel through which I would talk about my condition and about my/yes. [Patient 1]

We analyze the aspect of trust in a separate publication (Willem, T, et al, unpublished data, January 2024) in detail and hypothesize the following: (H4) The more patients trust information sources, the higher their acceptance of social media recruitment. The hypothesis was operationalized for trust in medical information sources (H4a) and trust in nonmedical information sources (H4b).

A particular concern of most patients we spoke with was their privacy. Privacy is a multifaceted and complex concept, and we found that participants referred to different dimensions of privacy: (1) data privacy, defined as the general attitude toward protective measures that empower patients or users to make their own decisions about who can process their data for which purpose; and (2) privacy related to the perceived secrecy of the hepatitis B diagnosis.

First, regarding data privacy, several patients perceived recruitment via social media as dubious and suspected some form of data leakage or malicious data collection goals behind the reach outs. This view applied irrespectively to how they would be approached on social media (eg, advertisement banners in their social media timelines or personal contact requests via social media messengers by health care professionals). For example, a patient who reported on being in the process of decreasing their social media use to protect their privacy also said that if someone contacted them on social media regarding clinical study participation, they would “find that very strange, because [I] would ask [my]self, where did they get this information?” and reported that they would feel that this “would rob quite a lot of privacy” (patient 5). Another patient, who reported using WhatsApp as their only social media, explained that by saying that they “consider social media to be useful in some instances;” however, they continued, “It’s too risky for me with my private data and so much advertising. This, for me, trumps all advantages of social media recruitment” (patient 4).

Regarding the second privacy dimension, secrecy, several patients commented on their hepatitis B diagnosis being a very private, intimate matter:

This condition is in my most private, intimate sphere…. And you might be right, I never thought about it in this way, but [my avoiding engaging on social media regarding hepatitis B] may be related to the fact that content I pass on via WhatsApp can be passed on thousands of times with one click. [Patient 1]

One patient replied to a question regarding their attitude toward being contacted by a study center via social media that they “would find that difficult”. As a reason, this patient explained the following:

[T]hat’s just the problem: it ends up on social media. See, if someone writes: “Hey, I would like to ask you about your hepatitis B, whether you would participate in a study?” Then this information is out there on social media.... That’s why I had a very, very good feeling when my doctor approached me about [this interview study] and that it just went through the clinic. If she had said, “Look, someone is approaching you via social media,” or something, then I would have said no, right? Because I wouldn’t have wanted to, because these data/social media make money because they have data. They run the ads based on your data and what you type in there or what you say or whatever. And I don’t want that associated with my disease. [Patient 5]

These findings led us to the following hypothesis: (H5) The more patients value privacy, the lower their acceptance of using social media as a recruitment tool for clinical hepatitis B studies. The hypothesis was operationalized for secrecy (H5a) and data privacy (H5b).

Perceived Stigma

Several interviewed patients with hepatitis B reported fear of being stigmatized if their social environment found out about their diagnosis as an important reason against social media recruitment. One patient, who mentioned that only their closest family members knew about their diagnosis, expressed fear that other people learning the diagnosis would lead to social exclusion:

A broken leg or surgery on the knee or hip. This is apparent to everyone. And everyone assumes that it will heal at some point and that there is no potential infectious danger from these people. Whereas in the case of infectious diseases, no one can assess that, and people get socially excluded very quickly.... And this is why I am so cautious with my data. [Patient 1]

A similar view was shared by patient 5. Another patient added that perception of stigma differed depending on the context:

I come from [Eastern European country], I have moved to Germany. So here the mentality is a little bit different. If you say to someone, I have Hepatitis, he is okay with it. He says: “Oh, is not a problem. Normally here we are vaccinated against it.” If you are going to [Eastern European country] and say: “I have Hepatitis B,” it’s like you have a huge disease that can just be taken by a handshake [laughs]. And so I think that’s why I’m going on the conservative site. [Patient 6]

The connection between the stigma connected to hepatitis B and the social media–connected perceived privacy risks established by several interview participants led us to the following hypothesis: (H6) The higher the perceived stigma of patients, the lower their acceptance of social media as a recruitment tool for clinical hepatitis B studies.

Survey Results

Participant characteristics.

A total number of 195 eligible questionnaires were included in the statistical analysis of the survey study. Table 1 displays the characteristics of the patients with hepatitis B who participated in the study: more than half of the participants (108/195, 55.4%) were aged between 30 and 49 years. Just above half (110/195, 56.4%) reported having lower educational degrees than Abitur (German equivalent to a high school degree). More than half of the participants (111/195, 56.9%) had another mother tongue than German (only). All participants had a chronic hepatitis B infection, as per the inclusion criterion of this study.

Characteristics			Participants, n (%)

	Male	101 (51.8)
	Female	88 (45.1)
	No answer	6 (3.1)

	18-29	16 (8.2)
	30-39	50 (25.6)
	40-49	58 (29.7)
	50-59	38 (19.5)
	>60	24 (12.3)
	No answer	9 (4.6)

	Yes	71 (36.4)
	No	110 (56.4)
	No answer	14 (7.2)

	German	101 (51.8)
	Other	111 (56.9)
	No answer	12 (6.2)

Description of Scales

The questionnaire included 7 scales that were measured through several items ( Table 2 and Multimedia Appendices 1 and 4 ).

The level of acceptance for social media recruitment was measured through the SMA scale, which was calculated based on 4 questionnaire items (P6.01 to P6.04; Multimedia Appendix 4 ). Each item was measured by a 5-point Likert scale, ranging from 0 (completely disagree) to 4 (completely agree). Items P6.01 (“Social media are well suited to make patients aware of studies on new hepatitis B treatments”) and P6.02 (“Social media increase the likelihood of success in hepatitis B clinical trials”) formed the subscale of the perceived usefulness of social media recruitment and received moderate agreement (P6.01: mean 1.99, SD 1.23; P6.02: mean 1.81, SD 1.12). Items P6.03 and P6.04 formed the SMA subscale on the perceived usefulness of social media recruitment. Item P6.03 (“I would be recruited via social media for a hepatitis B clinical trial”) received particularly low acceptance (mean 1.13, SD 1.13; Multimedia Appendix 4 ). P6.04 (I would use social media to learn about hepatitis B clinical trials) received a higher mean acceptance score than P6.03 (mean 1.58, SD 1.23; Multimedia Appendix 4 ).

The overall SMA score was calculated by summarizing the scores from items 6.01 to 6.04 and ranged from 0 (no acceptance) to 16 (full acceptance; mean 6.48, SD 3.03; Table 2 ). While 28.7% (56/195) of the respondents rejected social media recruitment with an SMA score of <5, only 10.2% (20/195) of the respondents accepted social media recruitment with an SMA score of >11 ( Table 3 ).

	Valid, n (%)	Items, n (%)	Scale, median (range )	Values, mean (SD)
General social media use	195 (100)	8 (15)	11 (0-32)	11.22 (6.51)
Social media literacy (hypothesis 2)	174 (89.2)	14 (25)	41 (0-56)	37.58 (14.60)
Hepatitis B–related social media use (hypothesis 1)	181 (92.8)	6 (11)	3 (0-24)	5.22 (5.61)
Interest in clinical studies (hypothesis 3)	187 (95.9)	2 (4)	6 (0-8)	5.53 (2.45)
Trust in medical information sources	180 (92.3)	4 (7)	11 (0-16)	10.27 (3.64)
Trust in nonmedical information sources (hypothesis 4)	175 (89.7)	7 (13)	8.5 (0-28)	8.36 (5,76)
Acceptance of social media recruitment (dependent variable)	178 (91.3)	4 (7)	6 (0-16)	6.48 (3.93)
Secrecy (hypothesis 5a)	185 (94.9)	2 (4)	2 (0-8)	2.25 (2.09)
Data privacy (hypothesis 5b)	186 (95.4)	2 (4)	7 (0-8)	6.25 (2.10)
Perceived stigma (hypothesis 6)	180 (92.3)	6 (11)	3.5 (0-24)	5.52 (6.02)

a Items were measured through a 5-point Likert scale, ranging from 0 (completely disagree) to 4 (completely agree).

Social media acceptance score	Responses, n (%)
0	20 (10.3)
1	4 (2.1)
2	6 (3.1)
3	8 (4.1)
4	18 (9.2)
5	14 (7.2)
6	20 (10.3)
7	20 (10.3)
8	17 (8.7)
9	12 (6.2)
10	8 (4.1)
11	11 (5.6)
12	7 (3.6)
13	7 (3.6)
14	2 (1)
15	1 (0.5)
16	3 (1.5)
Missing	17 (8.7)

Regression Analysis

Using multiple linear regression analyses, we evaluated the predictors of participants’ acceptance of social media as a recruitment tool for clinical hepatitis B studies. Testing the statistical significance of the overall model fit, the F test indicated that the predictors included in the model substantially contributed to the explanation of the dependent variable ( Table 4 ). Regression analysis revealed that social media use for hepatitis B, interest in clinical studies, trust in nonmedical information sources, and hepatitis B secrecy independently predicted acceptance of social media as a recruitment tool for clinical hepatitis B studies. More precisely, the higher the social media use for hepatitis B, the higher the interest in clinical studies, the more trust in nonmedical information sources, and the less secret hepatitis B, the higher the acceptance of social media as a recruitment tool for clinical hepatitis B studies ( Table 4 ).

	Unstandardized coefficients B (SE)	β	test ( )	value	Tolerance	VIF
Constant	4.007 (1.935)	—	2.071 (127)	.04	—	—
General social media use	0.060 (0.051)	.098	1.175 (127)	.24	.628	1.593
Social media literacy	–0.002 (0.025)	–.008	–0.096 (127)	.92	.600	1.668
Hepatitis B–related social media use	0.279 (0.053)	.391	5.299 (127)	<.001	.804	1.234
Interest clinical studies	0.283 (0.127)	.171	2.217 (127)	.03	.732	1.366
Trust medical information sources	–0.601 (0.683)	–.079	–0.879 (127)	.38	.546	1.830
Trust in nonmedical information sources	0.252 (0.058)	.359	4.307 (127)	<.001	.632	1.583
Secrecy	–1.299 (0.542)	–.171	–2.399 (127)	.02	.861	1.161
Data privacy	–0.765 (0.577)	–.099	–1.326 (127)	.19	.792	1.262
Perceived stigma	–0.003 (0.048)	–.004	–0.057 (127)	.95	.770	1.299
Age	–0.052 (0.028)	–.151	–1.842 (127)	.07	.648	1.543
Education	0.770 (0.567)	.102	1.357 (127)	.18	.782	1.278

a Overall model fit: F 11,127 =9.221, P <.001; R 2 =0.444; N=139.

b VIF: variance inflation factor.

c Not applicable.

Principal Findings

We present the first empirical study investigating how adult patients with hepatitis B accept social media recruitment for clinical studies. Social media have been suggested to increase recruitment accrual, particularly for hard-to-reach populations [ 13 , 14 , 24 ]. Our study provides a more fine-grained contextualization of this potential. We find that acceptance of social media recruitment among patients with hepatitis B is associated with higher ongoing activity on social media with regard to hepatitis B (confirming H1), a generally high interest in participating in clinical studies for hepatitis B (confirming H3), and high trust recruitment channels outside the clinical setting (confirming H4a). Patients with these characteristics are, consequently, recruitable via social media under the assumptions that (1) patients are most effectively recruited via social media if they accept this channel as a recruitment method and (2) people who do not accept this recruitment channel should also not be recruited in this way.

Yet, 54 (27.7%) out of 195 participants reported an acceptance score of <5 and, thus, rejected being recruited via social media. Moreover, only 20 (10.3%) out of 195 participants reported an acceptance score >11, indicating high acceptance. These findings indicate that recruitment success via social media might be limited among patients with hepatitis B in Germany and underline the importance of using multiple recruitment channels to facilitate diversity and equitable health care access, particularly for patient groups considered vulnerable [ 11 ].

Contrary to what we had hypothesized, SMA was not associated with digital literacy (rejecting H2), data privacy needs (rejecting H5b), and perceived hepatitis B–related stigma (rejecting H6), although reported secrecy around hepatitis B diagnosis was a predictor (confirming H5a). Moreover, trust in medical information sources and demographic variables (age and education) as well as the overall frequency of using social media were not associated with SMA. The results for H2 and H4b are not surprising, as the preceding qualitative interviews did not explicitly indicate a linear connection between digital literacy and social media recruitment acceptance. Our study cannot exclude the possibility that there might be a potential nonlinear association, but another survey study also found that digital literacy did not directly affect the intention to use digital technology [ 25 ]. Furthermore, trust is a multifaceted concept [ 26 , 27 ], which is why the subjects of trust were split into medical information sources and other advertisement channels. Hence, it is not unexpected that trust in medical information sources is not associated with SMA.

The rejection of H5b (data privacy) was more surprising, particularly because the qualitative interviews indicated strong connections between data privacy and SMA. In addition, the scholarly debate around data privacy issues has been very salient: data ethicists have repeatedly emphasized the issues related to data privacy and transparency in the context of social media use in the research context [ 12 , 28 , 29 ]. In addition, the European General Data Protection Regulation emphasizes the transparent use of data and the rights of data subjects [ 30 ]. Moreover, various scandals (eg, related to the US presidential election in 2016 and the UK Brexit referendum) diminished users’ trust in social media platforms and increased awareness of data privacy in that context [ 31 , 32 ]. A recent population survey conducted in Germany, the United Kingdom, and the United States confirmed high levels of concern regarding data privacy in all included countries [ 33 ]. Given these public discussions about social media activities being problematic for data privacy, it is particularly astonishing that data privacy concerns (as operationalized in our study) were not predicting SMA. The findings align with discussions around the privacy paradox. It was confirmed in numerous studies that social media users display limited data protection behavior despite being concerned about their privacy [ 34 - 36 ]. In line with this, the aforementioned scandals have not resulted in a decline in Facebook users [ 37 , 38 ]. Other studies suggest a poor user awareness of online privacy [ 39 ] and fatigue in engaging with privacy-related risks [ 40 ]. It seems that the surveyed population with hepatitis B in Germany are also affected by this privacy paradox.

The rejection of H6 (association of stigma) was surprising, too, particularly because of the strong association between hepatitis B and stigma in other studies. An Indian survey study found that most surveyed patients with hepatitis B were subject to severe stigma and moderate to severe discrimination, with gender identification as men, unemployment, and illiteracy being predictors of discrimination [ 6 ]. Other survey studies from Australia, Turkey, and Serbia confirmed the presence of self-reported perception of stigma in 35% to 47% of patients with hepatitis B and 60% to 65% of patients with hepatitis C [ 10 , 41 , 42 ]. An Iranian qualitative study found that patients with hepatitis B conceptualized stigma as both extrinsic (eg, discrimination, public embarrassment, or blame) and intrinsic (eg, perceived rejection, social isolation, and frustration) [ 8 ]. Although this empirical evidence illustrates the relative importance of stigma in the context of hepatitis B, this did not predict patients’ acceptance of social media recruitment in our study. Instead, our findings suggest that the perceived secrecy of a hepatitis B diagnosis, which seems to be unrelated to the perception of stigma, is informative on social media recruitment acceptance. This indicates that perceptions of stigma in other stigmatized diseases (eg, sexually transmitted diseases, and psychiatric disorders) might not influence patient acceptance to be recruited via social media for clinical studies. However, empirical studies within these populations need to confirm this.

Limitations and Further Research

Our survey showed a relatively balanced representation of genders. This aligns with a German serological study from 2011, which indicated no statistically significant difference in the prevalence of acute or chronic hepatitis B infection in men and women [ 43 ]. In terms of age distribution, the survey study covered a diverse range of age groups, mirroring the distribution found in the German serological study [ 43 ]. On the basis of these observations, the survey sample overall is representative of the population with hepatitis B in Germany regarding gender and age.

However, it is essential to consider potential limitations and sources of bias. The recruitment strategy used, primarily relying on venue-based recruitment within a clinical setting, might introduce selection bias, as it may not fully capture the diverse population that may exist outside such settings. In addition, only 30.4% (285/939) of estimated incoming patients received the questionnaire, which might introduce an additional selection bias. We attempted to mitigate this by explicitly briefing the study nurses to avoid self-selection when distributing the survey. The low distribution rate has been mainly caused by administrative burden, resulting in weeks during which no questionnaires were distributed. Thus, we do not expect this to have a large impact on selection bias.

In addition, the study’s restriction to the German language may have impaired the accessibility of the questionnaire for participants who do not have German as their mother tongue. In addition, the exclusive focus on a German setting may limit the generalizability of the findings to a broader international context, potentially impacting the study’s external validity. Finally, it is important to note that we have shortened the questionnaire in comparison to its original length after discussion with clinical colleagues, who provided the feedback that the questionnaire was too long. As part of this shortening, some validated scales were replaced by self-developed scales, which may have implications for the comprehensiveness and depth of the data collected.

Consequently, the attitudes of patients in other medical conditions toward social media recruitment, and a comparison to the attitudes of patients with hepatitis B assessed in this study, should be subject to further research. Similarly, it will be important to study how the different social media platforms, their underlying logic, use patterns, and other factors might influence patients’ acceptance of social media recruitment over time.

Conclusions

This study provides the first quantitative data on the acceptance of social media as a recruitment channel for clinical studies. In the context of hepatitis B in Germany, acceptance of being recruited via social media was very limited. More than 1 (28.7%) in 4 participants rejected this recruitment channel. The study sets out to be a reference point for future studies assessing the attitudes and acceptance of social media recruitment for clinical studies. Such empirical inquiries can facilitate the work of researchers designing clinical studies as well as ethics review boards in balancing the risks and benefits of social media recruitment in a context-specific manner. Moreover, this study provides guidance for researchers considering using social media recruitment and ethics review boards judging such undertakings, by cautioning against the potentially low acceptance rates social media–based recruitment might yield for some patient populations. These should be weighed against the risks of social media recruitment for the target populations.

Similarly relevant for practice, the findings indicate that social media recruitment is particularly accepted in patient populations with high interest in participating in clinical studies. This is particularly the case for diseases with insufficient treatment options and historically neglected diseases with high unmet needs [ 44 ]. Using social media as a recruitment channel for studies targeting these patient groups might thus encounter higher acceptance levels than in this study. There was no statistically significant role associated with perceived stigma and data privacy needs among patients, suggesting that these concerns are unrelated to social media recruitment acceptance.

Acknowledgments

This study received funding from the European Union’s Horizon 2020 research and innovation program (848223; TherVacB). This publication reflects only the authors’ views, and the European Commission is not liable for any use that may be made of the information contained therein. The authors would like to thank all TherVacB clinical project partners who helped recruit for this study and provided feedback on the questionnaire for their kind collaboration. The authors would also like to thank all patients with hepatitis B who took the time to participate in the survey.

Conflicts of Interest

None declared.

Response rate information.

Questionnaire.

Assumptions checks for regression analyses.

Description of each item of the questionnaire.

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Trepte S, Teutsch D, Masur PK, Eicher C, Fischer M, Hennhöfer A, et al. Do people know about privacy and data protection strategies? Towards the “online privacy literacy scale” (OPLIS). In: Gutwirth S, Leenes R, de Hert P, editors. Reforming European Data Protection Law. Dordrecht, The Netherlands. Springer; Oct 04, 2014.
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Abbreviations

social media acceptance

Edited by A Mavragani; submitted 27.10.23; peer-reviewed by D Kukadiya, WB Lee; comments to author 26.02.24; revised version received 08.03.24; accepted 03.06.24; published 26.08.24.

©Theresa Willem, Bettina M Zimmermann, Nina Matthes, Michael Rost, Alena Buyx. Originally published in the Journal of Medical Internet Research (https://www.jmir.org), 26.08.2024.

This is an open-access article distributed under the terms of the Creative Commons Attribution License (https://creativecommons.org/licenses/by/4.0/), which permits unrestricted use, distribution, and reproduction in any medium, provided the original work, first published in the Journal of Medical Internet Research (ISSN 1438-8871), is properly cited. The complete bibliographic information, a link to the original publication on https://www.jmir.org/, as well as this copyright and license information must be included.

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Article sidebar, article details, main article content, pre-conception alternative sex selection methods for non-medical reasons: bibliographic review, richard mogeni.

Objectives : This study aims to identify the various pre-conception alternative sex selection methods available, explain the scientific basis of the various sex selection methods and assess the factors influencing sex selection

Methods : I electronically searched various databases including; google scholar, PubMed, research gate and tandfonline and reviewed studies and reports written in English up to October 2022 from around the globe. The key words used in the search included; 'sex selection methods', 'pre-conception', 'nonmedical reasons', 'gender selection'. The findings were comprehensively compiled with respect to the type of method, time of use i.e. pre-conception, possible mechanism of action, merits and demerits of the method, success rate and general applicability for non-medical reasons.

Results : Following the electronic search 42 articles were found to have mentioned the key words including 'sex selection methods', 'pre- conception', 'non-medical reasons', 'gender selection'. The articles were reviewed and those found relevant to the study were included in this review. The alternative sex selection methods identified were either administered naturally (Whelan Method, Billings Ovulation Method, pre-conception diet, and gender selection kits such as GenSelect and Smart Stork, which rely on timing of intercourse, the vaginal environment, a selective diet and nutraceuticals) or artificially administered (sperm sorting or Ericsson’s method, Microsort, Preimplantation Genetic Diagnosis and Urobiologics PreGender test).

Conclusion : Given the desire by couples to select the sex of their offspring, there is a need to explore alternative sex selection methods through rigorous scientific process and regulate the process of sex selection for non-medical reasons.

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Home » Research Design – Types, Methods and Examples

Research Design – Types, Methods and Examples

Table of Contents

Research Design

Definition:

Research design refers to the overall strategy or plan for conducting a research study. It outlines the methods and procedures that will be used to collect and analyze data, as well as the goals and objectives of the study. Research design is important because it guides the entire research process and ensures that the study is conducted in a systematic and rigorous manner.

Types of Research Design

Types of Research Design are as follows:

Descriptive Research Design

This type of research design is used to describe a phenomenon or situation. It involves collecting data through surveys, questionnaires, interviews, and observations. The aim of descriptive research is to provide an accurate and detailed portrayal of a particular group, event, or situation. It can be useful in identifying patterns, trends, and relationships in the data.

Correlational Research Design

Correlational research design is used to determine if there is a relationship between two or more variables. This type of research design involves collecting data from participants and analyzing the relationship between the variables using statistical methods. The aim of correlational research is to identify the strength and direction of the relationship between the variables.

Experimental Research Design

Experimental research design is used to investigate cause-and-effect relationships between variables. This type of research design involves manipulating one variable and measuring the effect on another variable. It usually involves randomly assigning participants to groups and manipulating an independent variable to determine its effect on a dependent variable. The aim of experimental research is to establish causality.

Quasi-experimental Research Design

Quasi-experimental research design is similar to experimental research design, but it lacks one or more of the features of a true experiment. For example, there may not be random assignment to groups or a control group. This type of research design is used when it is not feasible or ethical to conduct a true experiment.

Case Study Research Design

Case study research design is used to investigate a single case or a small number of cases in depth. It involves collecting data through various methods, such as interviews, observations, and document analysis. The aim of case study research is to provide an in-depth understanding of a particular case or situation.

Longitudinal Research Design

Longitudinal research design is used to study changes in a particular phenomenon over time. It involves collecting data at multiple time points and analyzing the changes that occur. The aim of longitudinal research is to provide insights into the development, growth, or decline of a particular phenomenon over time.

Structure of Research Design

The format of a research design typically includes the following sections:

Introduction : This section provides an overview of the research problem, the research questions, and the importance of the study. It also includes a brief literature review that summarizes previous research on the topic and identifies gaps in the existing knowledge.
Research Questions or Hypotheses: This section identifies the specific research questions or hypotheses that the study will address. These questions should be clear, specific, and testable.
Research Methods : This section describes the methods that will be used to collect and analyze data. It includes details about the study design, the sampling strategy, the data collection instruments, and the data analysis techniques.
Data Collection: This section describes how the data will be collected, including the sample size, data collection procedures, and any ethical considerations.
Data Analysis: This section describes how the data will be analyzed, including the statistical techniques that will be used to test the research questions or hypotheses.
Results : This section presents the findings of the study, including descriptive statistics and statistical tests.
Discussion and Conclusion : This section summarizes the key findings of the study, interprets the results, and discusses the implications of the findings. It also includes recommendations for future research.
References : This section lists the sources cited in the research design.

Example of Research Design

An Example of Research Design could be:

Research question: Does the use of social media affect the academic performance of high school students?

Research design:

Research approach : The research approach will be quantitative as it involves collecting numerical data to test the hypothesis.
Research design : The research design will be a quasi-experimental design, with a pretest-posttest control group design.
Sample : The sample will be 200 high school students from two schools, with 100 students in the experimental group and 100 students in the control group.
Data collection : The data will be collected through surveys administered to the students at the beginning and end of the academic year. The surveys will include questions about their social media usage and academic performance.
Data analysis : The data collected will be analyzed using statistical software. The mean scores of the experimental and control groups will be compared to determine whether there is a significant difference in academic performance between the two groups.
Limitations : The limitations of the study will be acknowledged, including the fact that social media usage can vary greatly among individuals, and the study only focuses on two schools, which may not be representative of the entire population.
Ethical considerations: Ethical considerations will be taken into account, such as obtaining informed consent from the participants and ensuring their anonymity and confidentiality.

How to Write Research Design

Writing a research design involves planning and outlining the methodology and approach that will be used to answer a research question or hypothesis. Here are some steps to help you write a research design:

Define the research question or hypothesis : Before beginning your research design, you should clearly define your research question or hypothesis. This will guide your research design and help you select appropriate methods.
Select a research design: There are many different research designs to choose from, including experimental, survey, case study, and qualitative designs. Choose a design that best fits your research question and objectives.
Develop a sampling plan : If your research involves collecting data from a sample, you will need to develop a sampling plan. This should outline how you will select participants and how many participants you will include.
Define variables: Clearly define the variables you will be measuring or manipulating in your study. This will help ensure that your results are meaningful and relevant to your research question.
Choose data collection methods : Decide on the data collection methods you will use to gather information. This may include surveys, interviews, observations, experiments, or secondary data sources.
Create a data analysis plan: Develop a plan for analyzing your data, including the statistical or qualitative techniques you will use.
Consider ethical concerns : Finally, be sure to consider any ethical concerns related to your research, such as participant confidentiality or potential harm.

When to Write Research Design

Research design should be written before conducting any research study. It is an important planning phase that outlines the research methodology, data collection methods, and data analysis techniques that will be used to investigate a research question or problem. The research design helps to ensure that the research is conducted in a systematic and logical manner, and that the data collected is relevant and reliable.

Ideally, the research design should be developed as early as possible in the research process, before any data is collected. This allows the researcher to carefully consider the research question, identify the most appropriate research methodology, and plan the data collection and analysis procedures in advance. By doing so, the research can be conducted in a more efficient and effective manner, and the results are more likely to be valid and reliable.

Purpose of Research Design

The purpose of research design is to plan and structure a research study in a way that enables the researcher to achieve the desired research goals with accuracy, validity, and reliability. Research design is the blueprint or the framework for conducting a study that outlines the methods, procedures, techniques, and tools for data collection and analysis.

Some of the key purposes of research design include:

Providing a clear and concise plan of action for the research study.
Ensuring that the research is conducted ethically and with rigor.
Maximizing the accuracy and reliability of the research findings.
Minimizing the possibility of errors, biases, or confounding variables.
Ensuring that the research is feasible, practical, and cost-effective.
Determining the appropriate research methodology to answer the research question(s).
Identifying the sample size, sampling method, and data collection techniques.
Determining the data analysis method and statistical tests to be used.
Facilitating the replication of the study by other researchers.
Enhancing the validity and generalizability of the research findings.

Applications of Research Design

There are numerous applications of research design in various fields, some of which are:

Social sciences: In fields such as psychology, sociology, and anthropology, research design is used to investigate human behavior and social phenomena. Researchers use various research designs, such as experimental, quasi-experimental, and correlational designs, to study different aspects of social behavior.
Education : Research design is essential in the field of education to investigate the effectiveness of different teaching methods and learning strategies. Researchers use various designs such as experimental, quasi-experimental, and case study designs to understand how students learn and how to improve teaching practices.
Health sciences : In the health sciences, research design is used to investigate the causes, prevention, and treatment of diseases. Researchers use various designs, such as randomized controlled trials, cohort studies, and case-control studies, to study different aspects of health and healthcare.
Business : Research design is used in the field of business to investigate consumer behavior, marketing strategies, and the impact of different business practices. Researchers use various designs, such as survey research, experimental research, and case studies, to study different aspects of the business world.
Engineering : In the field of engineering, research design is used to investigate the development and implementation of new technologies. Researchers use various designs, such as experimental research and case studies, to study the effectiveness of new technologies and to identify areas for improvement.

Advantages of Research Design

Here are some advantages of research design:

Systematic and organized approach : A well-designed research plan ensures that the research is conducted in a systematic and organized manner, which makes it easier to manage and analyze the data.
Clear objectives: The research design helps to clarify the objectives of the study, which makes it easier to identify the variables that need to be measured, and the methods that need to be used to collect and analyze data.
Minimizes bias: A well-designed research plan minimizes the chances of bias, by ensuring that the data is collected and analyzed objectively, and that the results are not influenced by the researcher’s personal biases or preferences.
Efficient use of resources: A well-designed research plan helps to ensure that the resources (time, money, and personnel) are used efficiently and effectively, by focusing on the most important variables and methods.
Replicability: A well-designed research plan makes it easier for other researchers to replicate the study, which enhances the credibility and reliability of the findings.
Validity: A well-designed research plan helps to ensure that the findings are valid, by ensuring that the methods used to collect and analyze data are appropriate for the research question.
Generalizability : A well-designed research plan helps to ensure that the findings can be generalized to other populations, settings, or situations, which increases the external validity of the study.

Research Design Vs Research Methodology

Research Design	Research Methodology
The plan and structure for conducting research that outlines the procedures to be followed to collect and analyze data.	The set of principles, techniques, and tools used to carry out the research plan and achieve research objectives.
Describes the overall approach and strategy used to conduct research, including the type of data to be collected, the sources of data, and the methods for collecting and analyzing data.	Refers to the techniques and methods used to gather, analyze and interpret data, including sampling techniques, data collection methods, and data analysis techniques.
Helps to ensure that the research is conducted in a systematic, rigorous, and valid way, so that the results are reliable and can be used to make sound conclusions.	Includes a set of procedures and tools that enable researchers to collect and analyze data in a consistent and valid manner, regardless of the research design used.
Common research designs include experimental, quasi-experimental, correlational, and descriptive studies.	Common research methodologies include qualitative, quantitative, and mixed-methods approaches.
Determines the overall structure of the research project and sets the stage for the selection of appropriate research methodologies.	Guides the researcher in selecting the most appropriate research methods based on the research question, research design, and other contextual factors.
Helps to ensure that the research project is feasible, relevant, and ethical.	Helps to ensure that the data collected is accurate, valid, and reliable, and that the research findings can be interpreted and generalized to the population of interest.

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Research Objectives. Research objectives refer to the specific goals or aims of a research study. They provide a clear and concise description of what the researcher hopes to achieve by conducting the research.The objectives are typically based on the research questions and hypotheses formulated at the beginning of the study and are used to guide the research process.
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Aims and Objectives
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What Are Research Objectives and How to Write Them (with Examples)

Introduction

What is the introduction in research papers?

Why are research objectives important?

Types of research objectives

Characteristics of research objectives

How to write research objectives?

Formulating research objectives

Advantages of research objectives

Disadvantages of research objectives

Key takeaways

Frequently asked questions on research objectives

Q: What are the examples of research objectives, both general and specific?

Q: How do I develop research objectives?

Q: Are research objectives measurable?

Q: Can research objectives change during the study?

Q: What is the difference between research questions and research objectives? 10

Q: Are research objectives the same as hypotheses?

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