2.1 Why Is Research Important?

Learning objectives.

By the end of this section, you will be able to:

  • Explain how scientific research addresses questions about behavior
  • Discuss how scientific research guides public policy
  • Appreciate how scientific research can be important in making personal decisions

Scientific research is a critical tool for successfully navigating our complex world. Without it, we would be forced to rely solely on intuition, other people’s authority, and blind luck. While many of us feel confident in our abilities to decipher and interact with the world around us, history is filled with examples of how very wrong we can be when we fail to recognize the need for evidence in supporting claims. At various times in history, we would have been certain that the sun revolved around a flat earth, that the earth’s continents did not move, and that mental illness was caused by possession ( Figure 2.2 ). It is through systematic scientific research that we divest ourselves of our preconceived notions and superstitions and gain an objective understanding of ourselves and our world.

The goal of all scientists is to better understand the world around them. Psychologists focus their attention on understanding behavior, as well as the cognitive (mental) and physiological (body) processes that underlie behavior. In contrast to other methods that people use to understand the behavior of others, such as intuition and personal experience, the hallmark of scientific research is that there is evidence to support a claim. Scientific knowledge is empirical : It is grounded in objective, tangible evidence that can be observed time and time again, regardless of who is observing.

While behavior is observable, the mind is not. If someone is crying, we can see behavior. However, the reason for the behavior is more difficult to determine. Is the person crying due to being sad, in pain, or happy? Sometimes we can learn the reason for someone’s behavior by simply asking a question, like “Why are you crying?” However, there are situations in which an individual is either uncomfortable or unwilling to answer the question honestly, or is incapable of answering. For example, infants would not be able to explain why they are crying. In such circumstances, the psychologist must be creative in finding ways to better understand behavior. This chapter explores how scientific knowledge is generated, and how important that knowledge is in forming decisions in our personal lives and in the public domain.

Use of Research Information

Trying to determine which theories are and are not accepted by the scientific community can be difficult, especially in an area of research as broad as psychology. More than ever before, we have an incredible amount of information at our fingertips, and a simple internet search on any given research topic might result in a number of contradictory studies. In these cases, we are witnessing the scientific community going through the process of reaching a consensus, and it could be quite some time before a consensus emerges. For example, the explosion in our use of technology has led researchers to question whether this ultimately helps or hinders us. The use and implementation of technology in educational settings has become widespread over the last few decades. Researchers are coming to different conclusions regarding the use of technology. To illustrate this point, a study investigating a smartphone app targeting surgery residents (graduate students in surgery training) found that the use of this app can increase student engagement and raise test scores (Shaw & Tan, 2015). Conversely, another study found that the use of technology in undergraduate student populations had negative impacts on sleep, communication, and time management skills (Massimini & Peterson, 2009). Until sufficient amounts of research have been conducted, there will be no clear consensus on the effects that technology has on a student's acquisition of knowledge, study skills, and mental health.

In the meantime, we should strive to think critically about the information we encounter by exercising a degree of healthy skepticism. When someone makes a claim, we should examine the claim from a number of different perspectives: what is the expertise of the person making the claim, what might they gain if the claim is valid, does the claim seem justified given the evidence, and what do other researchers think of the claim? This is especially important when we consider how much information in advertising campaigns and on the internet claims to be based on “scientific evidence” when in actuality it is a belief or perspective of just a few individuals trying to sell a product or draw attention to their perspectives.

We should be informed consumers of the information made available to us because decisions based on this information have significant consequences. One such consequence can be seen in politics and public policy. Imagine that you have been elected as the governor of your state. One of your responsibilities is to manage the state budget and determine how to best spend your constituents’ tax dollars. As the new governor, you need to decide whether to continue funding early intervention programs. These programs are designed to help children who come from low-income backgrounds, have special needs, or face other disadvantages. These programs may involve providing a wide variety of services to maximize the children's development and position them for optimal levels of success in school and later in life (Blann, 2005). While such programs sound appealing, you would want to be sure that they also proved effective before investing additional money in these programs. Fortunately, psychologists and other scientists have conducted vast amounts of research on such programs and, in general, the programs are found to be effective (Neil & Christensen, 2009; Peters-Scheffer, Didden, Korzilius, & Sturmey, 2011). While not all programs are equally effective, and the short-term effects of many such programs are more pronounced, there is reason to believe that many of these programs produce long-term benefits for participants (Barnett, 2011). If you are committed to being a good steward of taxpayer money, you would want to look at research. Which programs are most effective? What characteristics of these programs make them effective? Which programs promote the best outcomes? After examining the research, you would be best equipped to make decisions about which programs to fund.

Link to Learning

Watch this video about early childhood program effectiveness to learn how scientists evaluate effectiveness and how best to invest money into programs that are most effective.

Ultimately, it is not just politicians who can benefit from using research in guiding their decisions. We all might look to research from time to time when making decisions in our lives. Imagine that your sister, Maria, expresses concern about her two-year-old child, Umberto. Umberto does not speak as much or as clearly as the other children in his daycare or others in the family. Umberto's pediatrician undertakes some screening and recommends an evaluation by a speech pathologist, but does not refer Maria to any other specialists. Maria is concerned that Umberto's speech delays are signs of a developmental disorder, but Umberto's pediatrician does not; she sees indications of differences in Umberto's jaw and facial muscles. Hearing this, you do some internet searches, but you are overwhelmed by the breadth of information and the wide array of sources. You see blog posts, top-ten lists, advertisements from healthcare providers, and recommendations from several advocacy organizations. Why are there so many sites? Which are based in research, and which are not?

In the end, research is what makes the difference between facts and opinions. Facts are observable realities, and opinions are personal judgments, conclusions, or attitudes that may or may not be accurate. In the scientific community, facts can be established only using evidence collected through empirical research.

NOTABLE RESEARCHERS

Psychological research has a long history involving important figures from diverse backgrounds. While the introductory chapter discussed several researchers who made significant contributions to the discipline, there are many more individuals who deserve attention in considering how psychology has advanced as a science through their work ( Figure 2.3 ). For instance, Margaret Floy Washburn (1871–1939) was the first woman to earn a PhD in psychology. Her research focused on animal behavior and cognition (Margaret Floy Washburn, PhD, n.d.). Mary Whiton Calkins (1863–1930) was a preeminent first-generation American psychologist who opposed the behaviorist movement, conducted significant research into memory, and established one of the earliest experimental psychology labs in the United States (Mary Whiton Calkins, n.d.).

Francis Sumner (1895–1954) was the first African American to receive a PhD in psychology in 1920. His dissertation focused on issues related to psychoanalysis. Sumner also had research interests in racial bias and educational justice. Sumner was one of the founders of Howard University’s department of psychology, and because of his accomplishments, he is sometimes referred to as the “Father of Black Psychology.” Thirteen years later, Inez Beverly Prosser (1895–1934) became the first African American woman to receive a PhD in psychology. Prosser’s research highlighted issues related to education in segregated versus integrated schools, and ultimately, her work was very influential in the hallmark Brown v. Board of Education Supreme Court ruling that segregation of public schools was unconstitutional (Ethnicity and Health in America Series: Featured Psychologists, n.d.).

Although the establishment of psychology’s scientific roots occurred first in Europe and the United States, it did not take much time until researchers from around the world began to establish their own laboratories and research programs. For example, some of the first experimental psychology laboratories in South America were founded by Horatio Piñero (1869–1919) at two institutions in Buenos Aires, Argentina (Godoy & Brussino, 2010). In India, Gunamudian David Boaz (1908–1965) and Narendra Nath Sen Gupta (1889–1944) established the first independent departments of psychology at the University of Madras and the University of Calcutta, respectively. These developments provided an opportunity for Indian researchers to make important contributions to the field (Gunamudian David Boaz, n.d.; Narendra Nath Sen Gupta, n.d.).

When the American Psychological Association (APA) was first founded in 1892, all of the members were White males (Women and Minorities in Psychology, n.d.). However, by 1905, Mary Whiton Calkins was elected as the first female president of the APA, and by 1946, nearly one-quarter of American psychologists were female. Psychology became a popular degree option for students enrolled in the nation’s historically Black higher education institutions, increasing the number of Black Americans who went on to become psychologists. Given demographic shifts occurring in the United States and increased access to higher educational opportunities among historically underrepresented populations, there is reason to hope that the diversity of the field will increasingly match the larger population, and that the research contributions made by the psychologists of the future will better serve people of all backgrounds (Women and Minorities in Psychology, n.d.).

The Process of Scientific Research

Scientific knowledge is advanced through a process known as the scientific method . Basically, ideas (in the form of theories and hypotheses) are tested against the real world (in the form of empirical observations), and those empirical observations lead to more ideas that are tested against the real world, and so on. In this sense, the scientific process is circular. The types of reasoning within the circle are called deductive and inductive. In deductive reasoning , ideas are tested in the real world; in inductive reasoning , real-world observations lead to new ideas ( Figure 2.4 ). These processes are inseparable, like inhaling and exhaling, but different research approaches place different emphasis on the deductive and inductive aspects.

In the scientific context, deductive reasoning begins with a generalization—one hypothesis—that is then used to reach logical conclusions about the real world. If the hypothesis is correct, then the logical conclusions reached through deductive reasoning should also be correct. A deductive reasoning argument might go something like this: All living things require energy to survive (this would be your hypothesis). Ducks are living things. Therefore, ducks require energy to survive (logical conclusion). In this example, the hypothesis is correct; therefore, the conclusion is correct as well. Sometimes, however, an incorrect hypothesis may lead to a logical but incorrect conclusion. Consider this argument: all ducks are born with the ability to see. Quackers is a duck. Therefore, Quackers was born with the ability to see. Scientists use deductive reasoning to empirically test their hypotheses. Returning to the example of the ducks, researchers might design a study to test the hypothesis that if all living things require energy to survive, then ducks will be found to require energy to survive.

Deductive reasoning starts with a generalization that is tested against real-world observations; however, inductive reasoning moves in the opposite direction. Inductive reasoning uses empirical observations to construct broad generalizations. Unlike deductive reasoning, conclusions drawn from inductive reasoning may or may not be correct, regardless of the observations on which they are based. For instance, you may notice that your favorite fruits—apples, bananas, and oranges—all grow on trees; therefore, you assume that all fruit must grow on trees. This would be an example of inductive reasoning, and, clearly, the existence of strawberries, blueberries, and kiwi demonstrate that this generalization is not correct despite it being based on a number of direct observations. Scientists use inductive reasoning to formulate theories, which in turn generate hypotheses that are tested with deductive reasoning. In the end, science involves both deductive and inductive processes.

For example, case studies, which you will read about in the next section, are heavily weighted on the side of empirical observations. Thus, case studies are closely associated with inductive processes as researchers gather massive amounts of observations and seek interesting patterns (new ideas) in the data. Experimental research, on the other hand, puts great emphasis on deductive reasoning.

We’ve stated that theories and hypotheses are ideas, but what sort of ideas are they, exactly? A theory is a well-developed set of ideas that propose an explanation for observed phenomena. Theories are repeatedly checked against the world, but they tend to be too complex to be tested all at once; instead, researchers create hypotheses to test specific aspects of a theory.

A hypothesis is a testable prediction about how the world will behave if our idea is correct, and it is often worded as an if-then statement (e.g., if I study all night, I will get a passing grade on the test). The hypothesis is extremely important because it bridges the gap between the realm of ideas and the real world. As specific hypotheses are tested, theories are modified and refined to reflect and incorporate the result of these tests Figure 2.5 .

To see how this process works, let’s consider a specific theory and a hypothesis that might be generated from that theory. As you’ll learn in a later chapter, the James-Lange theory of emotion asserts that emotional experience relies on the physiological arousal associated with the emotional state. If you walked out of your home and discovered a very aggressive snake waiting on your doorstep, your heart would begin to race and your stomach churn. According to the James-Lange theory, these physiological changes would result in your feeling of fear. A hypothesis that could be derived from this theory might be that a person who is unaware of the physiological arousal that the sight of the snake elicits will not feel fear.

A scientific hypothesis is also falsifiable , or capable of being shown to be incorrect. Recall from the introductory chapter that Sigmund Freud had lots of interesting ideas to explain various human behaviors ( Figure 2.6 ). However, a major criticism of Freud’s theories is that many of his ideas are not falsifiable; for example, it is impossible to imagine empirical observations that would disprove the existence of the id, the ego, and the superego—the three elements of personality described in Freud’s theories. Despite this, Freud’s theories are widely taught in introductory psychology texts because of their historical significance for personality psychology and psychotherapy, and these remain the root of all modern forms of therapy.

In contrast, the James-Lange theory does generate falsifiable hypotheses, such as the one described above. Some individuals who suffer significant injuries to their spinal columns are unable to feel the bodily changes that often accompany emotional experiences. Therefore, we could test the hypothesis by determining how emotional experiences differ between individuals who have the ability to detect these changes in their physiological arousal and those who do not. In fact, this research has been conducted and while the emotional experiences of people deprived of an awareness of their physiological arousal may be less intense, they still experience emotion (Chwalisz, Diener, & Gallagher, 1988).

Scientific research’s dependence on falsifiability allows for great confidence in the information that it produces. Typically, by the time information is accepted by the scientific community, it has been tested repeatedly.

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September 8, 2021

Explaining How Research Works

Understanding Research infographic

We’ve heard “follow the science” a lot during the pandemic. But it seems science has taken us on a long and winding road filled with twists and turns, even changing directions at times. That’s led some people to feel they can’t trust science. But when what we know changes, it often means science is working.

Expaling How Research Works Infographic en español

Explaining the scientific process may be one way that science communicators can help maintain public trust in science. Placing research in the bigger context of its field and where it fits into the scientific process can help people better understand and interpret new findings as they emerge. A single study usually uncovers only a piece of a larger puzzle.

Questions about how the world works are often investigated on many different levels. For example, scientists can look at the different atoms in a molecule, cells in a tissue, or how different tissues or systems affect each other. Researchers often must choose one or a finite number of ways to investigate a question. It can take many different studies using different approaches to start piecing the whole picture together.

Sometimes it might seem like research results contradict each other. But often, studies are just looking at different aspects of the same problem. Researchers can also investigate a question using different techniques or timeframes. That may lead them to arrive at different conclusions from the same data.

Using the data available at the time of their study, scientists develop different explanations, or models. New information may mean that a novel model needs to be developed to account for it. The models that prevail are those that can withstand the test of time and incorporate new information. Science is a constantly evolving and self-correcting process.

Scientists gain more confidence about a model through the scientific process. They replicate each other’s work. They present at conferences. And papers undergo peer review, in which experts in the field review the work before it can be published in scientific journals. This helps ensure that the study is up to current scientific standards and maintains a level of integrity. Peer reviewers may find problems with the experiments or think different experiments are needed to justify the conclusions. They might even offer new ways to interpret the data.

It’s important for science communicators to consider which stage a study is at in the scientific process when deciding whether to cover it. Some studies are posted on preprint servers for other scientists to start weighing in on and haven’t yet been fully vetted. Results that haven't yet been subjected to scientific scrutiny should be reported on with care and context to avoid confusion or frustration from readers.

We’ve developed a one-page guide, "How Research Works: Understanding the Process of Science" to help communicators put the process of science into perspective. We hope it can serve as a useful resource to help explain why science changes—and why it’s important to expect that change. Please take a look and share your thoughts with us by sending an email to  [email protected].

Below are some additional resources:

  • Discoveries in Basic Science: A Perfectly Imperfect Process
  • When Clinical Research Is in the News
  • What is Basic Science and Why is it Important?
  • ​ What is a Research Organism?
  • What Are Clinical Trials and Studies?
  • Basic Research – Digital Media Kit
  • Decoding Science: How Does Science Know What It Knows? (NAS)
  • Can Science Help People Make Decisions ? (NAS)

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What Is Research, and Why Do People Do It?

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Abstractspiepr Abs1

Every day people do research as they gather information to learn about something of interest. In the scientific world, however, research means something different than simply gathering information. Scientific research is characterized by its careful planning and observing, by its relentless efforts to understand and explain, and by its commitment to learn from everyone else seriously engaged in research. We call this kind of research scientific inquiry and define it as “formulating, testing, and revising hypotheses.” By “hypotheses” we do not mean the hypotheses you encounter in statistics courses. We mean predictions about what you expect to find and rationales for why you made these predictions. Throughout this and the remaining chapters we make clear that the process of scientific inquiry applies to all kinds of research studies and data, both qualitative and quantitative.

You have full access to this open access chapter,  Download chapter PDF

Part I. What Is Research?

Have you ever studied something carefully because you wanted to know more about it? Maybe you wanted to know more about your grandmother’s life when she was younger so you asked her to tell you stories from her childhood, or maybe you wanted to know more about a fertilizer you were about to use in your garden so you read the ingredients on the package and looked them up online. According to the dictionary definition, you were doing research.

Recall your high school assignments asking you to “research” a topic. The assignment likely included consulting a variety of sources that discussed the topic, perhaps including some “original” sources. Often, the teacher referred to your product as a “research paper.”

Were you conducting research when you interviewed your grandmother or wrote high school papers reviewing a particular topic? Our view is that you were engaged in part of the research process, but only a small part. In this book, we reserve the word “research” for what it means in the scientific world, that is, for scientific research or, more pointedly, for scientific inquiry .

Exercise 1.1

Before you read any further, write a definition of what you think scientific inquiry is. Keep it short—Two to three sentences. You will periodically update this definition as you read this chapter and the remainder of the book.

This book is about scientific inquiry—what it is and how to do it. For starters, scientific inquiry is a process, a particular way of finding out about something that involves a number of phases. Each phase of the process constitutes one aspect of scientific inquiry. You are doing scientific inquiry as you engage in each phase, but you have not done scientific inquiry until you complete the full process. Each phase is necessary but not sufficient.

In this chapter, we set the stage by defining scientific inquiry—describing what it is and what it is not—and by discussing what it is good for and why people do it. The remaining chapters build directly on the ideas presented in this chapter.

A first thing to know is that scientific inquiry is not all or nothing. “Scientificness” is a continuum. Inquiries can be more scientific or less scientific. What makes an inquiry more scientific? You might be surprised there is no universally agreed upon answer to this question. None of the descriptors we know of are sufficient by themselves to define scientific inquiry. But all of them give you a way of thinking about some aspects of the process of scientific inquiry. Each one gives you different insights.

An image of the book's description with the words like research, science, and inquiry and what the word research meant in the scientific world.

Exercise 1.2

As you read about each descriptor below, think about what would make an inquiry more or less scientific. If you think a descriptor is important, use it to revise your definition of scientific inquiry.

Creating an Image of Scientific Inquiry

We will present three descriptors of scientific inquiry. Each provides a different perspective and emphasizes a different aspect of scientific inquiry. We will draw on all three descriptors to compose our definition of scientific inquiry.

Descriptor 1. Experience Carefully Planned in Advance

Sir Ronald Fisher, often called the father of modern statistical design, once referred to research as “experience carefully planned in advance” (1935, p. 8). He said that humans are always learning from experience, from interacting with the world around them. Usually, this learning is haphazard rather than the result of a deliberate process carried out over an extended period of time. Research, Fisher said, was learning from experience, but experience carefully planned in advance.

This phrase can be fully appreciated by looking at each word. The fact that scientific inquiry is based on experience means that it is based on interacting with the world. These interactions could be thought of as the stuff of scientific inquiry. In addition, it is not just any experience that counts. The experience must be carefully planned . The interactions with the world must be conducted with an explicit, describable purpose, and steps must be taken to make the intended learning as likely as possible. This planning is an integral part of scientific inquiry; it is not just a preparation phase. It is one of the things that distinguishes scientific inquiry from many everyday learning experiences. Finally, these steps must be taken beforehand and the purpose of the inquiry must be articulated in advance of the experience. Clearly, scientific inquiry does not happen by accident, by just stumbling into something. Stumbling into something unexpected and interesting can happen while engaged in scientific inquiry, but learning does not depend on it and serendipity does not make the inquiry scientific.

Descriptor 2. Observing Something and Trying to Explain Why It Is the Way It Is

When we were writing this chapter and googled “scientific inquiry,” the first entry was: “Scientific inquiry refers to the diverse ways in which scientists study the natural world and propose explanations based on the evidence derived from their work.” The emphasis is on studying, or observing, and then explaining . This descriptor takes the image of scientific inquiry beyond carefully planned experience and includes explaining what was experienced.

According to the Merriam-Webster dictionary, “explain” means “(a) to make known, (b) to make plain or understandable, (c) to give the reason or cause of, and (d) to show the logical development or relations of” (Merriam-Webster, n.d. ). We will use all these definitions. Taken together, they suggest that to explain an observation means to understand it by finding reasons (or causes) for why it is as it is. In this sense of scientific inquiry, the following are synonyms: explaining why, understanding why, and reasoning about causes and effects. Our image of scientific inquiry now includes planning, observing, and explaining why.

An image represents the observation required in the scientific inquiry including planning and explaining.

We need to add a final note about this descriptor. We have phrased it in a way that suggests “observing something” means you are observing something in real time—observing the way things are or the way things are changing. This is often true. But, observing could mean observing data that already have been collected, maybe by someone else making the original observations (e.g., secondary analysis of NAEP data or analysis of existing video recordings of classroom instruction). We will address secondary analyses more fully in Chap. 4 . For now, what is important is that the process requires explaining why the data look like they do.

We must note that for us, the term “data” is not limited to numerical or quantitative data such as test scores. Data can also take many nonquantitative forms, including written survey responses, interview transcripts, journal entries, video recordings of students, teachers, and classrooms, text messages, and so forth.

An image represents the data explanation as it is not limited and takes numerous non-quantitative forms including an interview, journal entries, etc.

Exercise 1.3

What are the implications of the statement that just “observing” is not enough to count as scientific inquiry? Does this mean that a detailed description of a phenomenon is not scientific inquiry?

Find sources that define research in education that differ with our position, that say description alone, without explanation, counts as scientific research. Identify the precise points where the opinions differ. What are the best arguments for each of the positions? Which do you prefer? Why?

Descriptor 3. Updating Everyone’s Thinking in Response to More and Better Information

This descriptor focuses on a third aspect of scientific inquiry: updating and advancing the field’s understanding of phenomena that are investigated. This descriptor foregrounds a powerful characteristic of scientific inquiry: the reliability (or trustworthiness) of what is learned and the ultimate inevitability of this learning to advance human understanding of phenomena. Humans might choose not to learn from scientific inquiry, but history suggests that scientific inquiry always has the potential to advance understanding and that, eventually, humans take advantage of these new understandings.

Before exploring these bold claims a bit further, note that this descriptor uses “information” in the same way the previous two descriptors used “experience” and “observations.” These are the stuff of scientific inquiry and we will use them often, sometimes interchangeably. Frequently, we will use the term “data” to stand for all these terms.

An overriding goal of scientific inquiry is for everyone to learn from what one scientist does. Much of this book is about the methods you need to use so others have faith in what you report and can learn the same things you learned. This aspect of scientific inquiry has many implications.

One implication is that scientific inquiry is not a private practice. It is a public practice available for others to see and learn from. Notice how different this is from everyday learning. When you happen to learn something from your everyday experience, often only you gain from the experience. The fact that research is a public practice means it is also a social one. It is best conducted by interacting with others along the way: soliciting feedback at each phase, taking opportunities to present work-in-progress, and benefitting from the advice of others.

A second implication is that you, as the researcher, must be committed to sharing what you are doing and what you are learning in an open and transparent way. This allows all phases of your work to be scrutinized and critiqued. This is what gives your work credibility. The reliability or trustworthiness of your findings depends on your colleagues recognizing that you have used all appropriate methods to maximize the chances that your claims are justified by the data.

A third implication of viewing scientific inquiry as a collective enterprise is the reverse of the second—you must be committed to receiving comments from others. You must treat your colleagues as fair and honest critics even though it might sometimes feel otherwise. You must appreciate their job, which is to remain skeptical while scrutinizing what you have done in considerable detail. To provide the best help to you, they must remain skeptical about your conclusions (when, for example, the data are difficult for them to interpret) until you offer a convincing logical argument based on the information you share. A rather harsh but good-to-remember statement of the role of your friendly critics was voiced by Karl Popper, a well-known twentieth century philosopher of science: “. . . if you are interested in the problem which I tried to solve by my tentative assertion, you may help me by criticizing it as severely as you can” (Popper, 1968, p. 27).

A final implication of this third descriptor is that, as someone engaged in scientific inquiry, you have no choice but to update your thinking when the data support a different conclusion. This applies to your own data as well as to those of others. When data clearly point to a specific claim, even one that is quite different than you expected, you must reconsider your position. If the outcome is replicated multiple times, you need to adjust your thinking accordingly. Scientific inquiry does not let you pick and choose which data to believe; it mandates that everyone update their thinking when the data warrant an update.

Doing Scientific Inquiry

We define scientific inquiry in an operational sense—what does it mean to do scientific inquiry? What kind of process would satisfy all three descriptors: carefully planning an experience in advance; observing and trying to explain what you see; and, contributing to updating everyone’s thinking about an important phenomenon?

We define scientific inquiry as formulating , testing , and revising hypotheses about phenomena of interest.

Of course, we are not the only ones who define it in this way. The definition for the scientific method posted by the editors of Britannica is: “a researcher develops a hypothesis, tests it through various means, and then modifies the hypothesis on the basis of the outcome of the tests and experiments” (Britannica, n.d. ).

An image represents the scientific inquiry definition given by the editors of Britannica and also defines the hypothesis on the basis of the experiments.

Notice how defining scientific inquiry this way satisfies each of the descriptors. “Carefully planning an experience in advance” is exactly what happens when formulating a hypothesis about a phenomenon of interest and thinking about how to test it. “ Observing a phenomenon” occurs when testing a hypothesis, and “ explaining ” what is found is required when revising a hypothesis based on the data. Finally, “updating everyone’s thinking” comes from comparing publicly the original with the revised hypothesis.

Doing scientific inquiry, as we have defined it, underscores the value of accumulating knowledge rather than generating random bits of knowledge. Formulating, testing, and revising hypotheses is an ongoing process, with each revised hypothesis begging for another test, whether by the same researcher or by new researchers. The editors of Britannica signaled this cyclic process by adding the following phrase to their definition of the scientific method: “The modified hypothesis is then retested, further modified, and tested again.” Scientific inquiry creates a process that encourages each study to build on the studies that have gone before. Through collective engagement in this process of building study on top of study, the scientific community works together to update its thinking.

Before exploring more fully the meaning of “formulating, testing, and revising hypotheses,” we need to acknowledge that this is not the only way researchers define research. Some researchers prefer a less formal definition, one that includes more serendipity, less planning, less explanation. You might have come across more open definitions such as “research is finding out about something.” We prefer the tighter hypothesis formulation, testing, and revision definition because we believe it provides a single, coherent map for conducting research that addresses many of the thorny problems educational researchers encounter. We believe it is the most useful orientation toward research and the most helpful to learn as a beginning researcher.

A final clarification of our definition is that it applies equally to qualitative and quantitative research. This is a familiar distinction in education that has generated much discussion. You might think our definition favors quantitative methods over qualitative methods because the language of hypothesis formulation and testing is often associated with quantitative methods. In fact, we do not favor one method over another. In Chap. 4 , we will illustrate how our definition fits research using a range of quantitative and qualitative methods.

Exercise 1.4

Look for ways to extend what the field knows in an area that has already received attention by other researchers. Specifically, you can search for a program of research carried out by more experienced researchers that has some revised hypotheses that remain untested. Identify a revised hypothesis that you might like to test.

Unpacking the Terms Formulating, Testing, and Revising Hypotheses

To get a full sense of the definition of scientific inquiry we will use throughout this book, it is helpful to spend a little time with each of the key terms.

We first want to make clear that we use the term “hypothesis” as it is defined in most dictionaries and as it used in many scientific fields rather than as it is usually defined in educational statistics courses. By “hypothesis,” we do not mean a null hypothesis that is accepted or rejected by statistical analysis. Rather, we use “hypothesis” in the sense conveyed by the following definitions: “An idea or explanation for something that is based on known facts but has not yet been proved” (Cambridge University Press, n.d. ), and “An unproved theory, proposition, or supposition, tentatively accepted to explain certain facts and to provide a basis for further investigation or argument” (Agnes & Guralnik, 2008 ).

We distinguish two parts to “hypotheses.” Hypotheses consist of predictions and rationales . Predictions are statements about what you expect to find when you inquire about something. Rationales are explanations for why you made the predictions you did, why you believe your predictions are correct. So, for us “formulating hypotheses” means making explicit predictions and developing rationales for the predictions.

“Testing hypotheses” means making observations that allow you to assess in what ways your predictions were correct and in what ways they were incorrect. In education research, it is rarely useful to think of your predictions as either right or wrong. Because of the complexity of most issues you will investigate, most predictions will be right in some ways and wrong in others.

By studying the observations you make (data you collect) to test your hypotheses, you can revise your hypotheses to better align with the observations. This means revising your predictions plus revising your rationales to justify your adjusted predictions. Even though you might not run another test, formulating revised hypotheses is an essential part of conducting a research study. Comparing your original and revised hypotheses informs everyone of what you learned by conducting your study. In addition, a revised hypothesis sets the stage for you or someone else to extend your study and accumulate more knowledge of the phenomenon.

We should note that not everyone makes a clear distinction between predictions and rationales as two aspects of hypotheses. In fact, common, non-scientific uses of the word “hypothesis” may limit it to only a prediction or only an explanation (or rationale). We choose to explicitly include both prediction and rationale in our definition of hypothesis, not because we assert this should be the universal definition, but because we want to foreground the importance of both parts acting in concert. Using “hypothesis” to represent both prediction and rationale could hide the two aspects, but we make them explicit because they provide different kinds of information. It is usually easier to make predictions than develop rationales because predictions can be guesses, hunches, or gut feelings about which you have little confidence. Developing a compelling rationale requires careful thought plus reading what other researchers have found plus talking with your colleagues. Often, while you are developing your rationale you will find good reasons to change your predictions. Developing good rationales is the engine that drives scientific inquiry. Rationales are essentially descriptions of how much you know about the phenomenon you are studying. Throughout this guide, we will elaborate on how developing good rationales drives scientific inquiry. For now, we simply note that it can sharpen your predictions and help you to interpret your data as you test your hypotheses.

An image represents the rationale and the prediction for the scientific inquiry and different types of information provided by the terms.

Hypotheses in education research take a variety of forms or types. This is because there are a variety of phenomena that can be investigated. Investigating educational phenomena is sometimes best done using qualitative methods, sometimes using quantitative methods, and most often using mixed methods (e.g., Hay, 2016 ; Weis et al. 2019a ; Weisner, 2005 ). This means that, given our definition, hypotheses are equally applicable to qualitative and quantitative investigations.

Hypotheses take different forms when they are used to investigate different kinds of phenomena. Two very different activities in education could be labeled conducting experiments and descriptions. In an experiment, a hypothesis makes a prediction about anticipated changes, say the changes that occur when a treatment or intervention is applied. You might investigate how students’ thinking changes during a particular kind of instruction.

A second type of hypothesis, relevant for descriptive research, makes a prediction about what you will find when you investigate and describe the nature of a situation. The goal is to understand a situation as it exists rather than to understand a change from one situation to another. In this case, your prediction is what you expect to observe. Your rationale is the set of reasons for making this prediction; it is your current explanation for why the situation will look like it does.

You will probably read, if you have not already, that some researchers say you do not need a prediction to conduct a descriptive study. We will discuss this point of view in Chap. 2 . For now, we simply claim that scientific inquiry, as we have defined it, applies to all kinds of research studies. Descriptive studies, like others, not only benefit from formulating, testing, and revising hypotheses, but also need hypothesis formulating, testing, and revising.

One reason we define research as formulating, testing, and revising hypotheses is that if you think of research in this way you are less likely to go wrong. It is a useful guide for the entire process, as we will describe in detail in the chapters ahead. For example, as you build the rationale for your predictions, you are constructing the theoretical framework for your study (Chap. 3 ). As you work out the methods you will use to test your hypothesis, every decision you make will be based on asking, “Will this help me formulate or test or revise my hypothesis?” (Chap. 4 ). As you interpret the results of testing your predictions, you will compare them to what you predicted and examine the differences, focusing on how you must revise your hypotheses (Chap. 5 ). By anchoring the process to formulating, testing, and revising hypotheses, you will make smart decisions that yield a coherent and well-designed study.

Exercise 1.5

Compare the concept of formulating, testing, and revising hypotheses with the descriptions of scientific inquiry contained in Scientific Research in Education (NRC, 2002 ). How are they similar or different?

Exercise 1.6

Provide an example to illustrate and emphasize the differences between everyday learning/thinking and scientific inquiry.

Learning from Doing Scientific Inquiry

We noted earlier that a measure of what you have learned by conducting a research study is found in the differences between your original hypothesis and your revised hypothesis based on the data you collected to test your hypothesis. We will elaborate this statement in later chapters, but we preview our argument here.

Even before collecting data, scientific inquiry requires cycles of making a prediction, developing a rationale, refining your predictions, reading and studying more to strengthen your rationale, refining your predictions again, and so forth. And, even if you have run through several such cycles, you still will likely find that when you test your prediction you will be partly right and partly wrong. The results will support some parts of your predictions but not others, or the results will “kind of” support your predictions. A critical part of scientific inquiry is making sense of your results by interpreting them against your predictions. Carefully describing what aspects of your data supported your predictions, what aspects did not, and what data fell outside of any predictions is not an easy task, but you cannot learn from your study without doing this analysis.

An image represents the cycle of events that take place before making predictions, developing the rationale, and studying the prediction and rationale multiple times.

Analyzing the matches and mismatches between your predictions and your data allows you to formulate different rationales that would have accounted for more of the data. The best revised rationale is the one that accounts for the most data. Once you have revised your rationales, you can think about the predictions they best justify or explain. It is by comparing your original rationales to your new rationales that you can sort out what you learned from your study.

Suppose your study was an experiment. Maybe you were investigating the effects of a new instructional intervention on students’ learning. Your original rationale was your explanation for why the intervention would change the learning outcomes in a particular way. Your revised rationale explained why the changes that you observed occurred like they did and why your revised predictions are better. Maybe your original rationale focused on the potential of the activities if they were implemented in ideal ways and your revised rationale included the factors that are likely to affect how teachers implement them. By comparing the before and after rationales, you are describing what you learned—what you can explain now that you could not before. Another way of saying this is that you are describing how much more you understand now than before you conducted your study.

Revised predictions based on carefully planned and collected data usually exhibit some of the following features compared with the originals: more precision, more completeness, and broader scope. Revised rationales have more explanatory power and become more complete, more aligned with the new predictions, sharper, and overall more convincing.

Part II. Why Do Educators Do Research?

Doing scientific inquiry is a lot of work. Each phase of the process takes time, and you will often cycle back to improve earlier phases as you engage in later phases. Because of the significant effort required, you should make sure your study is worth it. So, from the beginning, you should think about the purpose of your study. Why do you want to do it? And, because research is a social practice, you should also think about whether the results of your study are likely to be important and significant to the education community.

If you are doing research in the way we have described—as scientific inquiry—then one purpose of your study is to understand , not just to describe or evaluate or report. As we noted earlier, when you formulate hypotheses, you are developing rationales that explain why things might be like they are. In our view, trying to understand and explain is what separates research from other kinds of activities, like evaluating or describing.

One reason understanding is so important is that it allows researchers to see how or why something works like it does. When you see how something works, you are better able to predict how it might work in other contexts, under other conditions. And, because conditions, or contextual factors, matter a lot in education, gaining insights into applying your findings to other contexts increases the contributions of your work and its importance to the broader education community.

Consequently, the purposes of research studies in education often include the more specific aim of identifying and understanding the conditions under which the phenomena being studied work like the observations suggest. A classic example of this kind of study in mathematics education was reported by William Brownell and Harold Moser in 1949 . They were trying to establish which method of subtracting whole numbers could be taught most effectively—the regrouping method or the equal additions method. However, they realized that effectiveness might depend on the conditions under which the methods were taught—“meaningfully” versus “mechanically.” So, they designed a study that crossed the two instructional approaches with the two different methods (regrouping and equal additions). Among other results, they found that these conditions did matter. The regrouping method was more effective under the meaningful condition than the mechanical condition, but the same was not true for the equal additions algorithm.

What do education researchers want to understand? In our view, the ultimate goal of education is to offer all students the best possible learning opportunities. So, we believe the ultimate purpose of scientific inquiry in education is to develop understanding that supports the improvement of learning opportunities for all students. We say “ultimate” because there are lots of issues that must be understood to improve learning opportunities for all students. Hypotheses about many aspects of education are connected, ultimately, to students’ learning. For example, formulating and testing a hypothesis that preservice teachers need to engage in particular kinds of activities in their coursework in order to teach particular topics well is, ultimately, connected to improving students’ learning opportunities. So is hypothesizing that school districts often devote relatively few resources to instructional leadership training or hypothesizing that positioning mathematics as a tool students can use to combat social injustice can help students see the relevance of mathematics to their lives.

We do not exclude the importance of research on educational issues more removed from improving students’ learning opportunities, but we do think the argument for their importance will be more difficult to make. If there is no way to imagine a connection between your hypothesis and improving learning opportunities for students, even a distant connection, we recommend you reconsider whether it is an important hypothesis within the education community.

Notice that we said the ultimate goal of education is to offer all students the best possible learning opportunities. For too long, educators have been satisfied with a goal of offering rich learning opportunities for lots of students, sometimes even for just the majority of students, but not necessarily for all students. Evaluations of success often are based on outcomes that show high averages. In other words, if many students have learned something, or even a smaller number have learned a lot, educators may have been satisfied. The problem is that there is usually a pattern in the groups of students who receive lower quality opportunities—students of color and students who live in poor areas, urban and rural. This is not acceptable. Consequently, we emphasize the premise that the purpose of education research is to offer rich learning opportunities to all students.

One way to make sure you will be able to convince others of the importance of your study is to consider investigating some aspect of teachers’ shared instructional problems. Historically, researchers in education have set their own research agendas, regardless of the problems teachers are facing in schools. It is increasingly recognized that teachers have had trouble applying to their own classrooms what researchers find. To address this problem, a researcher could partner with a teacher—better yet, a small group of teachers—and talk with them about instructional problems they all share. These discussions can create a rich pool of problems researchers can consider. If researchers pursued one of these problems (preferably alongside teachers), the connection to improving learning opportunities for all students could be direct and immediate. “Grounding a research question in instructional problems that are experienced across multiple teachers’ classrooms helps to ensure that the answer to the question will be of sufficient scope to be relevant and significant beyond the local context” (Cai et al., 2019b , p. 115).

As a beginning researcher, determining the relevance and importance of a research problem is especially challenging. We recommend talking with advisors, other experienced researchers, and peers to test the educational importance of possible research problems and topics of study. You will also learn much more about the issue of research importance when you read Chap. 5 .

Exercise 1.7

Identify a problem in education that is closely connected to improving learning opportunities and a problem that has a less close connection. For each problem, write a brief argument (like a logical sequence of if-then statements) that connects the problem to all students’ learning opportunities.

Part III. Conducting Research as a Practice of Failing Productively

Scientific inquiry involves formulating hypotheses about phenomena that are not fully understood—by you or anyone else. Even if you are able to inform your hypotheses with lots of knowledge that has already been accumulated, you are likely to find that your prediction is not entirely accurate. This is normal. Remember, scientific inquiry is a process of constantly updating your thinking. More and better information means revising your thinking, again, and again, and again. Because you never fully understand a complicated phenomenon and your hypotheses never produce completely accurate predictions, it is easy to believe you are somehow failing.

The trick is to fail upward, to fail to predict accurately in ways that inform your next hypothesis so you can make a better prediction. Some of the best-known researchers in education have been open and honest about the many times their predictions were wrong and, based on the results of their studies and those of others, they continuously updated their thinking and changed their hypotheses.

A striking example of publicly revising (actually reversing) hypotheses due to incorrect predictions is found in the work of Lee J. Cronbach, one of the most distinguished educational psychologists of the twentieth century. In 1955, Cronbach delivered his presidential address to the American Psychological Association. Titling it “Two Disciplines of Scientific Psychology,” Cronbach proposed a rapprochement between two research approaches—correlational studies that focused on individual differences and experimental studies that focused on instructional treatments controlling for individual differences. (We will examine different research approaches in Chap. 4 ). If these approaches could be brought together, reasoned Cronbach ( 1957 ), researchers could find interactions between individual characteristics and treatments (aptitude-treatment interactions or ATIs), fitting the best treatments to different individuals.

In 1975, after years of research by many researchers looking for ATIs, Cronbach acknowledged the evidence for simple, useful ATIs had not been found. Even when trying to find interactions between a few variables that could provide instructional guidance, the analysis, said Cronbach, creates “a hall of mirrors that extends to infinity, tormenting even the boldest investigators and defeating even ambitious designs” (Cronbach, 1975 , p. 119).

As he was reflecting back on his work, Cronbach ( 1986 ) recommended moving away from documenting instructional effects through statistical inference (an approach he had championed for much of his career) and toward approaches that probe the reasons for these effects, approaches that provide a “full account of events in a time, place, and context” (Cronbach, 1986 , p. 104). This is a remarkable change in hypotheses, a change based on data and made fully transparent. Cronbach understood the value of failing productively.

Closer to home, in a less dramatic example, one of us began a line of scientific inquiry into how to prepare elementary preservice teachers to teach early algebra. Teaching early algebra meant engaging elementary students in early forms of algebraic reasoning. Such reasoning should help them transition from arithmetic to algebra. To begin this line of inquiry, a set of activities for preservice teachers were developed. Even though the activities were based on well-supported hypotheses, they largely failed to engage preservice teachers as predicted because of unanticipated challenges the preservice teachers faced. To capitalize on this failure, follow-up studies were conducted, first to better understand elementary preservice teachers’ challenges with preparing to teach early algebra, and then to better support preservice teachers in navigating these challenges. In this example, the initial failure was a necessary step in the researchers’ scientific inquiry and furthered the researchers’ understanding of this issue.

We present another example of failing productively in Chap. 2 . That example emerges from recounting the history of a well-known research program in mathematics education.

Making mistakes is an inherent part of doing scientific research. Conducting a study is rarely a smooth path from beginning to end. We recommend that you keep the following things in mind as you begin a career of conducting research in education.

First, do not get discouraged when you make mistakes; do not fall into the trap of feeling like you are not capable of doing research because you make too many errors.

Second, learn from your mistakes. Do not ignore your mistakes or treat them as errors that you simply need to forget and move past. Mistakes are rich sites for learning—in research just as in other fields of study.

Third, by reflecting on your mistakes, you can learn to make better mistakes, mistakes that inform you about a productive next step. You will not be able to eliminate your mistakes, but you can set a goal of making better and better mistakes.

Exercise 1.8

How does scientific inquiry differ from everyday learning in giving you the tools to fail upward? You may find helpful perspectives on this question in other resources on science and scientific inquiry (e.g., Failure: Why Science is So Successful by Firestein, 2015).

Exercise 1.9

Use what you have learned in this chapter to write a new definition of scientific inquiry. Compare this definition with the one you wrote before reading this chapter. If you are reading this book as part of a course, compare your definition with your colleagues’ definitions. Develop a consensus definition with everyone in the course.

Part IV. Preview of Chap. 2

Now that you have a good idea of what research is, at least of what we believe research is, the next step is to think about how to actually begin doing research. This means how to begin formulating, testing, and revising hypotheses. As for all phases of scientific inquiry, there are lots of things to think about. Because it is critical to start well, we devote Chap. 2 to getting started with formulating hypotheses.

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Hiebert, J., Cai, J., Hwang, S., Morris, A.K., Hohensee, C. (2023). What Is Research, and Why Do People Do It?. In: Doing Research: A New Researcher’s Guide. Research in Mathematics Education. Springer, Cham. https://doi.org/10.1007/978-3-031-19078-0_1

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What Are Research Skills, and How You Can Improve Them

  • Posted on March 9, 2022

Original research is an arduous task, no matter how you slice it. Conducting extensive research and collecting relevant information for an original idea is complicated. It involves much more than just reading several recently published papers.

Good research will help you develop a data collection that provides accurate and relevant information to your topic. So, is research a skill that you can develop and improve? What are research skills?

Research skills are the abilities and techniques needed to conduct research. This includes finding and assessing information and properly citing all research. Research skills are fundamental to academic success, and the more you practice, the better you will become.

Research Skills vs. Research Methods

Some people use the terms research skills and research methods interchangeably. Although they relate closely, they are different.

Research skills are a part of the process, but they also take a lot of time to master. Research methods are what you use during the research stages.

For example, one research method may be a literature review. Research skills would involve learning how to conduct the best possible literature review.

You can practice research skills and improve your speed, accuracy, and reliability. Critical thinking, project management, effective note-taking, and time management are great examples of research skills.

How To Improve Your Research Skills

Conducting high-quality research requires mastering several skills. Some of the best skills for good academic research come with practice and experience. You can improve your research skills by using outlines, sources and practicing.

Use Outlines to Your Advantage

An outline is a great way to keep yourself organized and on topic. By paying close attention to the outline you craft, you set yourself up to conduct good research that lends itself to a well-written paper. After all, an outline makes it easier to write your first draft, and a structured approach will improve your writing.

Before you even begin your research, outline what you need to do to complete your paper on time. Start with an introduction, add your first point and then supporting evidence, a second point with its supporting evidence, and then a third, fourth, or fifth, depending on how in-depth your paper will be. The last step will be your conclusion or a summary of your content.

Often outlining will give you ideas for research methods that you may not have considered before. Data collection can be challenging, but devising an outline can make the process much easier.

Because an outline allows you to think about all the topics you need to cover in your paper, you’ll be better prepared when you begin researching.

Dig Into Your Sources

It’s daunting to determine relevant information, especially if it’s a topic that you’re not knowledgeable about. It’s important to know when your sources are reliable for academic research . It’s also imperative to use different sources when finding relevant information, or you may display a bias. This also helps you avoid plagiarism by relying on multiple points of reference.

For example, you should know that an article published in a peer-reviewed journal will be more reliable than an article found on Wikipedia. Wikipedia, though often sourced, is open to be edited by anyone. The sources supplied themselves are not always credible, as the organization largely relies on unpaid editors to donate time to review articles.

A peer-reviewed journal will be fact-checked multiple times, demonstrate a history of credibility, and use reputable sources to support any arguments or claims.

Your sources should also answer the question that you are trying to ask. You should perform a light critical analysis of your source materials to determine their value. This requires investigative thinking and research itself. You need to discover:

  • Who wrote the source?
  • What was their agenda?
  • Who sponsored the publication, if anyone?
  • What was the agenda of the publisher?
  • Does the publisher have a notable bias?
  • Does the author have a notable bias?
  • What year was the material published, and has it become outdated?

Try Advanced Search Techniques

Google and other search engines aren’t the only way to find information for your research paper. Library resources offer a wealth of services and tools, such as full-text journals and databases. Your local university library is another excellent place to start.

Often, librarians will be able to assist you with your research and can help you utilize advanced research methods you may not have thought of. They can direct you to the correct database and demonstrate how to best use it to find information about your subject. They may know of specific journals or other literature that could be a good starting point to get your footing.

During your research process, seek a different point of view and new ways to find reliable sources for your paper. When you rely on a single viewpoint or only one credible source, you not only develop a bias by showing just one side of your topic, but you run the risk of plagiarism. Where will your source’s argument end and yours begin? It may appear that you’re simply copying someone else’s hard work.

Practice Makes Perfect

Research isn’t a skill that people learn overnight. But you’d be surprised how fast these skills develop every time you conduct research. Once you get used to collecting data from reliable sources, you can become a master at it by learning from your own research paper mistakes.

One of the most overlooked aspects of research is a person’s time management skills. Those who wait until the last minute to start research run the risk of not finding adequate sources and producing a sub-par product. By giving yourself extra time, especially as you develop your research skills, you allow yourself to thoroughly investigate your sources, find appropriate support for your arguments, and develop a conclusion based on research, rather than trying to scramble to find research to support a specific conclusion.

6 Steps for Conducting Research

Conducting research isn’t easy, and many people find it frustrating. It can be like solving a puzzle to uncover the best information about the topic you’re researching. Here are 5 steps to help with your research strategy.

  • Clearly define your research question. Precisely formulate your question so you know exactly which information sources are relevant to your research. This will save you lots of time.
  • Draft a solid outline. Put your research question at the top of the document, then write out each of your supporting points or arguments. Include a few thoughts that go with each of those points.
  • Determine the research methods you’ll use. Depending on the type of research paper you’re writing, you may need primary or secondary research. Your research will likely be either qualitative, quantitative, descriptive, or experimental.
  • Find data from reliable sources. Make sure your resources are reliable by looking for things like the date of publication, author credentials, and publisher.
  • Focus on your note-taking. Take detailed notes in whatever format you’re most comfortable with, whether that’s on your computer, tablet, or by hand in your notebook or on index cards.
  • Draft your research paper. Combine your notes with a solid outline, and put it all together. Don’t forget to cite all of your sources . Give your paper a final review, then you’re done!

Final Thoughts

Conducting research can be a frustrating assignment. Here is the good news: the above steps and tools will make research report writing more effective.

By clearly defining your research question, determining the type of research methods you’ll use, and finding data from reliable sources, you’ll be on your way to conducting successful research.

Your last steps should be using a plagiarism detector and a citation generator, to double-check your work. Quetext is an online plagiarism checker with a built citation generator, so you can easily cite everything that you read.

Sign Up for Quetext Today!

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Components of market research

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Market research is a cornerstone of all successful, strategic businesses. It can also be daunting for entrepreneurs looking to launch a startup or start a side hustle . What is market research, anyway? And how do you…do it?

We’ll walk you through absolutely everything you need to know about the market research process so that by the end of this guide, you’ll be an expert in market research too. And what’s more important: you’ll have actionable steps you can take to start collecting your own market research.

What Is Market Research?

Market research is the organized process of gathering information about your target customers and market. Market research can help you better understand customer behavior and competitor strengths and weaknesses, as well as provide insight for the best strategies in launching new businesses and products. There are different ways to approach market research, including primary and secondary research and qualitative and quantitative research. The strongest approaches will include a combination of all four.

“Virtually every business can benefit from conducting some market research,” says Niles Koenigsberg of Real FiG Advertising + Marketing . “Market research can help you piece together your [business’s] strengths and weaknesses, along with your prospective opportunities, so that you can understand where your unique differentiators may lie.” Well-honed market research will help your brand stand out from the competition and help you see what you need to do to lead the market. It can also do so much more.

The Purposes of Market Research

Why do market research? It can help you…

  • Pinpoint your target market, create buyer personas, and develop a more holistic understanding of your customer base and market.
  • Understand current market conditions to evaluate risks and anticipate how your product or service will perform.
  • Validate a concept prior to launch.
  • Identify gaps in the market that your competitors have created or overlooked.
  • Solve problems that have been left unresolved by the existing product/brand offerings.
  • Identify opportunities and solutions for new products or services.
  • Develop killer marketing strategies .

What Are the Benefits of Market Research?

Strong market research can help your business in many ways. It can…

  • Strengthen your market position.
  • Help you identify your strengths and weaknesses.
  • Help you identify your competitors’ strengths and weaknesses.
  • Minimize risk.
  • Center your customers’ experience from the get-go.
  • Help you create a dynamic strategy based on market conditions and customer needs/demands.

What Are the Basic Methods of Market Research?

The basic methods of market research include surveys, personal interviews, customer observation, and the review of secondary research. In addition to these basic methods, a forward-thinking market research approach incorporates data from the digital landscape like social media analysis, SEO research, gathering feedback via forums, and more. Throughout this guide, we will cover each of the methods commonly used in market research to give you a comprehensive overview.

Primary vs. Secondary Market Research

Primary and secondary are the two main types of market research you can do. The latter relies on research conducted by others. Primary research, on the other hand, refers to the fact-finding efforts you conduct on your own.

This approach is limited, however. It’s likely that the research objectives of these secondary data points differ from your own, and it can be difficult to confirm the veracity of their findings.

Primary Market Research

Primary research is more labor intensive, but it generally yields data that is exponentially more actionable. It can be conducted through interviews, surveys, online research, and your own data collection. Every new business should engage in primary market research prior to launch. It will help you validate that your idea has traction, and it will give you the information you need to help minimize financial risk.

You can hire an agency to conduct this research on your behalf. This brings the benefit of expertise, as you’ll likely work with a market research analyst. The downside is that hiring an agency can be expensive—too expensive for many burgeoning entrepreneurs. That brings us to the second approach. You can also do the market research yourself, which substantially reduces the financial burden of starting a new business .

Secondary Market Research

Secondary research includes resources like government databases and industry-specific data and publications. It can be beneficial to start your market research with secondary sources because it’s widely available and often free-to-access. This information will help you gain a broad overview of the market conditions for your new business.

Identify Your Goals and Your Audience

Before you begin conducting interviews or sending out surveys, you need to set your market research goals. At the end of your market research process, you want to have a clear idea of who your target market is—including demographic information like age, gender, and where they live—but you also want to start with a rough idea of who your audience might be and what you’re trying to achieve with market research.

You can pinpoint your objectives by asking yourself a series of guiding questions:

  • What are you hoping to discover through your research?
  • Who are you hoping to serve better because of your findings?
  • What do you think your market is?
  • Who are your competitors?
  • Are you testing the reception of a new product category or do you want to see if your product or service solves the problem left by a current gap in the market?
  • Are you just…testing the waters to get a sense of how people would react to a new brand?

Once you’ve narrowed down the “what” of your market research goals, you’re ready to move onto how you can best achieve them. Think of it like algebra. Many math problems start with “solve for x.” Once you know what you’re looking for, you can get to work trying to find it. It’s a heck of a lot easier to solve a problem when you know you’re looking for “x” than if you were to say “I’m gonna throw some numbers out there and see if I find a variable.”

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How to Do Market Research

This guide outlines every component of a comprehensive market research effort. Take into consideration the goals you have established for your market research, as they will influence which of these elements you’ll want to include in your market research strategy.

Secondary Data

Secondary data allows you to utilize pre-existing data to garner a sense of market conditions and opportunities. You can rely on published market studies, white papers, and public competitive information to start your market research journey.

Secondary data, while useful, is limited and cannot substitute your own primary data. It’s best used for quantitative data that can provide background to your more specific inquiries.

Find Your Customers Online

Once you’ve identified your target market, you can use online gathering spaces and forums to gain insights and give yourself a competitive advantage. Rebecca McCusker of The Creative Content Shop recommends internet recon as a vital tool for gaining a sense of customer needs and sentiment. “Read their posts and comments on forums, YouTube video comments, Facebook group [comments], and even Amazon/Goodreads book comments to get in their heads and see what people are saying.”

If you’re interested in engaging with your target demographic online, there are some general rules you should follow. First, secure the consent of any group moderators to ensure that you are acting within the group guidelines. Failure to do so could result in your eviction from the group.

Not all comments have the same research value. “Focus on the comments and posts with the most comments and highest engagement,” says McCusker. These high-engagement posts can give you a sense of what is already connecting and gaining traction within the group.

Social media can also be a great avenue for finding interview subjects. “LinkedIn is very useful if your [target customer] has a very specific job or works in a very specific industry or sector. It’s amazing the amount of people that will be willing to help,” explains Miguel González, a marketing executive at Dealers League . “My advice here is BE BRAVE, go to LinkedIn, or even to people you know and ask them, do quick interviews and ask real people that belong to that market and segment and get your buyer persona information first hand.”

Market research interviews can provide direct feedback on your brand, product, or service and give you a better understanding of consumer pain points and interests.

When organizing your market research interviews, you want to pay special attention to the sample group you’re selecting, as it will directly impact the information you receive. According to Tanya Zhang, the co-founder of Nimble Made , you want to first determine whether you want to choose a representative sample—for example, interviewing people who match each of the buyer persona/customer profiles you’ve developed—or a random sample.

“A sampling of your usual persona styles, for example, can validate details that you’ve already established about your product, while a random sampling may [help you] discover a new way people may use your product,” Zhang says.

Market Surveys

Market surveys solicit customer inclinations regarding your potential product or service through a series of open-ended questions. This direct outreach to your target audience can provide information on your customers’ preferences, attitudes, buying potential, and more.

Every expert we asked voiced unanimous support for market surveys as a powerful tool for market research. With the advent of various survey tools with accessible pricing—or free use—it’s never been easier to assemble, disseminate, and gather market surveys. While it should also be noted that surveys shouldn’t replace customer interviews , they can be used to supplement customer interviews to give you feedback from a broader audience.

Who to Include in Market Surveys

  • Current customers
  • Past customers
  • Your existing audience (such as social media/newsletter audiences)

Example Questions to Include in Market Surveys

While the exact questions will vary for each business, here are some common, helpful questions that you may want to consider for your market survey. Demographic Questions: the questions that help you understand, demographically, who your target customers are:

  • “What is your age?”
  • “Where do you live?”
  • “What is your gender identity?”
  • “What is your household income?”
  • “What is your household size?”
  • “What do you do for a living?”
  • “What is your highest level of education?”

Product-Based Questions: Whether you’re seeking feedback for an existing brand or an entirely new one, these questions will help you get a sense of how people feel about your business, product, or service:

  • “How well does/would our product/service meet your needs?”
  • “How does our product/service compare to similar products/services that you use?”
  • “How long have you been a customer?” or “What is the likelihood that you would be a customer of our brand?

Personal/Informative Questions: the deeper questions that help you understand how your audience thinks and what they care about.

  • “What are your biggest challenges?”
  • “What’s most important to you?”
  • “What do you do for fun (hobbies, interests, activities)?”
  • “Where do you seek new information when researching a new product?”
  • “How do you like to make purchases?”
  • “What is your preferred method for interacting with a brand?”

Survey Tools

Online survey tools make it easy to distribute surveys and collect responses. The best part is that there are many free tools available. If you’re making your own online survey, you may want to consider SurveyMonkey, Typeform, Google Forms, or Zoho Survey.

Competitive Analysis

A competitive analysis is a breakdown of how your business stacks up against the competition. There are many different ways to conduct this analysis. One of the most popular methods is a SWOT analysis, which stands for “strengths, weaknesses, opportunities, and threats.” This type of analysis is helpful because it gives you a more robust understanding of why a customer might choose a competitor over your business. Seeing how you stack up against the competition can give you the direction you need to carve out your place as a market leader.

Social Media Analysis

Social media has fundamentally changed the market research landscape, making it easier than ever to engage with a wide swath of consumers. Follow your current or potential competitors on social media to see what they’re posting and how their audience is engaging with it. Social media can also give you a lower cost opportunity for testing different messaging and brand positioning.

SEO Analysis and Opportunities

SEO analysis can help you identify the digital competition for getting the word out about your brand, product, or service. You won’t want to overlook this valuable information. Search listening tools offer a novel approach to understanding the market and generating the content strategy that will drive business. Tools like Google Trends and Awario can streamline this process.

Ready to Kick Your Business Into High Gear?

Now that you’ve completed the guide to market research you know you’re ready to put on your researcher hat to give your business the best start. Still not sure how actually… launch the thing? Our free mini-course can run you through the essentials for starting your side hustle .

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About Mary Kate Miller

Mary Kate Miller writes about small business, real estate, and finance. In addition to writing for Foundr, her work has been published by The Washington Post, Teen Vogue, Bustle, and more. She lives in Chicago.

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10 Reasons Why Research is Important

No matter what career field you’re in or how high up you are, there’s always more to learn . The same applies to your personal life. No matter how many experiences you have or how diverse your social circle, there are things you don’t know. Research unlocks the unknowns, lets you explore the world from different perspectives, and fuels a deeper understanding. In some areas, research is an essential part of success. In others, it may not be absolutely necessary, but it has many benefits. Here are ten reasons why research is important:

#1. Research expands your knowledge base

The most obvious reason to do research is that you’ll learn more. There’s always more to learn about a topic, even if you are already well-versed in it. If you aren’t, research allows you to build on any personal experience you have with the subject. The process of research opens up new opportunities for learning and growth.

#2. Research gives you the latest information

Research encourages you to find the most recent information available . In certain fields, especially scientific ones, there’s always new information and discoveries being made. Staying updated prevents you from falling behind and giving info that’s inaccurate or doesn’t paint the whole picture. With the latest info, you’ll be better equipped to talk about a subject and build on ideas.

#3. Research helps you know what you’re up against

In business, you’ll have competition. Researching your competitors and what they’re up to helps you formulate your plans and strategies. You can figure out what sets you apart. In other types of research, like medicine, your research might identify diseases, classify symptoms, and come up with ways to tackle them. Even if your “enemy” isn’t an actual person or competitor, there’s always some kind of antagonist force or problem that research can help you deal with.

#4. Research builds your credibility

People will take what you have to say more seriously when they can tell you’re informed. Doing research gives you a solid foundation on which you can build your ideas and opinions. You can speak with confidence about what you know is accurate. When you’ve done the research, it’s much harder for someone to poke holes in what you’re saying. Your research should be focused on the best sources. If your “research” consists of opinions from non-experts, you won’t be very credible. When your research is good, though, people are more likely to pay attention.

#5. Research helps you narrow your scope

When you’re circling a topic for the first time, you might not be exactly sure where to start. Most of the time, the amount of work ahead of you is overwhelming. Whether you’re writing a paper or formulating a business plan, it’s important to narrow the scope at some point. Research helps you identify the most unique and/or important themes. You can choose the themes that fit best with the project and its goals.

#6. Research teaches you better discernment

Doing a lot of research helps you sift through low-quality and high-quality information. The more research you do on a topic, the better you’ll get at discerning what’s accurate and what’s not. You’ll also get better at discerning the gray areas where information may be technically correct but used to draw questionable conclusions.

#7. Research introduces you to new ideas

You may already have opinions and ideas about a topic when you start researching. The more you research, the more viewpoints you’ll come across. This encourages you to entertain new ideas and perhaps take a closer look at yours. You might change your mind about something or, at least, figure out how to position your ideas as the best ones.

#8. Research helps with problem-solving

Whether it’s a personal or professional problem, it helps to look outside yourself for help. Depending on what the issue is, your research can focus on what others have done before. You might just need more information, so you can make an informed plan of attack and an informed decision. When you know you’ve collected good information, you’ll feel much more confident in your solution.

#9. Research helps you reach people

Research is used to help raise awareness of issues like climate change , racial discrimination, gender inequality , and more. Without hard facts, it’s very difficult to prove that climate change is getting worse or that gender inequality isn’t progressing as quickly as it should. The public needs to know what the facts are, so they have a clear idea of what “getting worse” or “not progressing” actually means. Research also entails going beyond the raw data and sharing real-life stories that have a more personal impact on people.

#10. Research encourages curiosity

Having curiosity and a love of learning take you far in life. Research opens you up to different opinions and new ideas. It also builds discerning and analytical skills. The research process rewards curiosity. When you’re committed to learning, you’re always in a place of growth. Curiosity is also good for your health. Studies show curiosity is associated with higher levels of positivity, better satisfaction with life, and lower anxiety.

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Greater Good Science Center • Magazine • In Action • In Education

Five Science-Backed Strategies to Build Resilience

A mentor of mine recently passed away, and I was heartbroken—so I tried my best to avoid thinking about it. I didn’t even mention it to my family because I didn’t want those sad feelings to resurface.

In other words, I took the very enlightened approach of pretend it didn’t happen —one that’s about as effective as other common responses such as get angry , push people away , blame yourself , or wallow in the pain .

Even for the relatively self-aware and emotionally adept, struggles can take us by surprise. But learning healthy ways to move through adversity—a collection of skills that researchers call resilience—can help us cope better and recover more quickly, or at least start heading in that direction.

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The Greater Good Science Center has collected many resilience practices on our website Greater Good in Action , alongside other research-based exercises for fostering kindness, connection, and happiness. Here are 12 of those resilience practices (squeezed into five categories), which can help you confront emotional pain more skillfully.

1. Change the narrative

When something bad happens, we often relive the event over and over in our heads, rehashing the pain. This process is called rumination; it’s like a cognitive spinning of the wheels, and it doesn’t move us forward toward healing and growth. 

The practice of Expressive Writing can move us forward by helping us gain new insights on the challenges in our lives. It involves free writing continuously for 20 minutes about an issue, exploring your deepest thoughts and feelings around it. The goal is to get something down on paper, not to create a memoir-like masterpiece.

A 1988 study found that participants who did Expressive Writing for four days were healthier six weeks later and happier up to three months later, when compared to people who wrote about superficial topics. In writing, the researchers suggest, we’re forced to confront ideas one by one and give them structure, which may lead to new perspectives. We’re actually crafting our own life narrative and gaining a sense of control.

Once we’ve explored the dark side of an experience, we might choose to contemplate some of its upsides. Finding Silver Linings invites you to call to mind an upsetting experience and try to list three positive things about it. For example, you might reflect on how fighting with a friend brought some important issues out into the open, and allowed you to learn something about their point of view. 

In a 2014 study , doing this practice daily for three weeks helped participants become more engaged with life afterward, and it decreased their pessimistic beliefs over time. This wasn’t true for a group whose members just wrote about their daily activities. It was particularly beneficial for staunch pessimists, who also became less depressed. But the effects wore off after two months, suggesting that looking on the bright side is something we have to practice regularly.

2. Face your fears

The practices above are helpful for past struggles, ones that we’ve gained enough distance from to be able to get some perspective. But what about knee-shaking fears that we’re experiencing in the here and now?

The Overcoming a Fear practice is designed to help with everyday fears that get in the way of life, such as the fear of public speaking, heights, or flying. We can’t talk ourselves out of such fears; instead, we have to tackle the emotions directly.

The first step is to slowly, and repeatedly, expose yourself to the thing that scares you—in small doses. For example, people with a fear of public speaking might try talking more in meetings, then perhaps giving a toast at a small wedding. Over time, you can incrementally increase the challenge until you’re ready to nail that big speech or TV interview.

In a 2010 study , researchers modeled this process in the lab. They gave participants a little electrical shock every time they saw a blue square, which soon became as scary as a tarantula to an arachnophobe. But then, they showed the blue square to participants without shocking them. Over time, the participants’ Pavlovian fear (measured by the sweat on their skin) gradually evaporated.

In effect, this kind of “exposure therapy” helps us change the associations we have with a particular stimulus. If we’ve flown 100 times and the plane has never crashed, for example, our brain (and body) start to learn that it’s safe. Though the fear may never be fully extinguished, we’ll likely have greater courage to confront it. 

3. Practice self-compassion

I’ve never been a good flyer myself, and it was comforting when an acquaintance shared an article he wrote about having the same problem (and his favorite tips). Fears and adversity can make us feel alone; we wonder why we’re the only ones feeling this way, and what exactly is wrong with us. In these situations, learning to practice self-compassion—and recognizing that everyone suffers—can be a much gentler and more effective road to healing.

Self-compassion involves offering compassion to ourselves: confronting our own suffering with an attitude of warmth and kindness, without judgment. In one study, participants in an eight-week Mindful Self-Compassion program reported more mindfulness and life satisfaction, with lower depression, anxiety, and stress afterward compared to people who didn’t participate—and the benefits lasted up to a year.

One practice, the Self-Compassion Break , is something you can do any time you start to feel overwhelmed by pain or stress. It has three steps, which correspond to the three aspects of self-compassion:

  • Be mindful: Without judgment or analysis, notice what you’re feeling. Say, “This is a moment of suffering” or “This hurts” or “This is stress.”
  • Remember that you’re not alone: Everyone experiences these deep and painful human emotions, although the causes might be different. Say to yourself, “Suffering is a part of life” or “We all feel this way” or “We all struggle in our lives.”
  • Be kind to yourself: Put your hands on your heart and say something like “May I give myself compassion” or “May I accept myself as I am” or “May I be patient.”

If being kind to yourself is a challenge, an exercise called How Would You Treat a Friend? could help. Here, you compare how you respond to your own struggles—and the tone you use—with how you respond to a friend’s. Often, this comparison unearths some surprising differences and valuable reflections: Why am I so harsh on myself, and what would happen if I weren’t?

Once we start to develop a kinder attitude toward ourselves, we can crystallize that gentle voice in a Self-Compassionate Letter . This practice asks you to spend 15 minutes writing words of understanding, acceptance, and compassion toward yourself about a specific struggle that you feel ashamed of—say, being shy or not spending enough time with your kids. In the letter, you might remind yourself that everyone struggles, and that you aren’t solely responsible for this shortcoming; if possible, you could also consider constructive ways to improve in the future.

4. Meditate

As mindfulness gurus like to remind us, our most painful thoughts are usually about the past or the future: We regret and ruminate on things that went wrong, or we get anxious about things that will . When we pause and bring our attention to the present, we often find that things are…okay.

Practicing mindfulness brings us more and more into the present, and it offers techniques for dealing with negative emotions when they arise. That way, instead of getting carried away into fear, anger, or despair, we can work through them more deliberately.

One of the most commonly studied mindfulness programs is the eight-week-long Mindfulness-Based Stress Reduction (MBSR), which teaches participants to cope with challenges using a variety of meditation practices (including the ones detailed below). Various studies have found that MBSR has wide-ranging health and psychological benefits for people in general, as well as those struggling with mental illness or chronic disease.

One meditation that might be particularly effective at calming our negative thoughts is the Body Scan . Here, you focus on each body part in turn—head to toe—and can choose to let go of any areas of tension you discover. Strong feelings tend to manifest physically, as tight chests or knotted stomachs, and relaxing the body is one way to begin dislodging them. 

In one study , researchers found that time spent practicing the Body Scan was linked to greater well-being and less reactivity to stress. Being more aware of our bodies—and the emotions they are feeling—might also help us make healthier choices, trusting our gut when something feels wrong or avoiding commitments that will lead to exhaustion.

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Gratitude Practice for Nurses

offers research-based strategies to support your well-being and help build a culture of gratitude in your organization.

When stress creeps in, good habits often creep out—and one of those is healthy eating. When we’re emotional, many of us reach for the sweets; when we’re short on time, fast food seems like the only option. So in addition to helping us cultivate mindfulness, the Raisin Meditation could help change our relationship to food.

This exercise invites you to eat a raisin mindfully—but wait, not so fast. First, examine its wrinkles and color; see how it feels between your fingers, and then take a sniff. Slowly place it on your tongue, and roll it around in your mouth before chewing one bite at a time. Notice the urge to swallow, and whether you can sense it moving down your throat into your stomach. Not only will you have practiced mindfulness, but you may never look at food the same way again.

More on Stress & Resilience

Kelly McGonigal explains how to transform stress into courage and connection .

Robert Sapolsky explores the psychology of stress .

Jeremy Adam Smith explains the relationship between stress and empathy .

How stressed are you? Take the quiz !

One final meditation that we can sprinkle throughout our day—or practice on its own—is Mindful Breathing . It involves bringing attention to the physical sensations of the breath: the air moving through the nostrils, the expansion of the chest, the rise and fall of the stomach. If the mind wanders away, you bring attention back. This can be done during a full 15-minute meditation, or during a moment of stress with just a few breaths.

In one study , participants who did a Mindful Breathing exercise before looking at disturbing images—like spiders or car crashes—experienced less negative emotion than people who hadn’t done the exercise. Negative thoughts can pull us along into their frantic stream, but the breath is an anchor we can hold onto at any time.

5. Cultivate forgiveness

If holding a grudge is holding you back, research suggests that cultivating forgiveness could be beneficial to your mental and physical health. If you feel ready to begin, it can be a powerful practice.

Both Nine Steps to Forgiveness and Eight Essentials When Forgiving offer a list of guidelines to follow. In both cases, you begin by clearly acknowledging what happened, including how it feels and how it’s affecting your life right now. Then, you make a commitment to forgive, which means letting go of resentment and ill will for your own sake ; forgiveness doesn’t mean letting the offender off the hook or even reconciling with them. Ultimately, you can try to find a positive opportunity for growth in the experience: Perhaps it alerted you to something you need, which you may have to look for elsewhere, or perhaps you can now understand other people’s suffering better.

If you’re having trouble forgiving, Letting Go of Anger through Compassion is a five-minute forgiveness exercise that could help you get unstuck. Here, you spend a few minutes generating feelings of compassion toward your offender; she, too, is a human being who makes mistakes; he, too, has room for growth and healing. Be mindfully aware of your thoughts and feelings during this process, and notice any areas of resistance.

Not convinced this is the best approach? Researchers tested it against the common alternatives—either ruminating on negative feelings or repressing them—and found that cultivating compassion led participants to report more empathy, positive emotions, and feelings of control. That’s an outcome that victims of wrongdoing deserve, no matter how we feel about the offenders.

Stress and struggles come in many forms in life: adversity and trauma, fear and shame, betrayals of trust. The 12 practices above can help you cope with difficulties when they arise, but also prepare you for challenges in the future. With enough practice, you’ll have a toolbox of techniques that come naturally—a rainy-day fund for the mind, that will help keep you afloat when times get tough. Just knowing that you’ve built up your skills of resilience can be a great comfort, and even a happiness booster.

About the Author

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Kira M. Newman

Kira M. Newman is the managing editor of Greater Good . Her work has been published in outlets including the Washington Post , Mindful magazine, Social Media Monthly , and Tech.co, and she is the co-editor of The Gratitude Project . Follow her on Twitter!

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Charge your laptop in a minute or your EV in 10? Supercapacitors can help; new research offers clues

Modified Kirchhoff's law and how the rules have been changed at the intersection.

Imagine if your dead laptop or phone could charge in a minute or if an electric car could be fully powered in 10 minutes.

While not possible yet, new research by a team of CU Boulder scientists could potentially lead to such advances. 

Published today in the Proceedings of the National Academy of Science , researchers in Ankur Gupta ’s lab discovered how tiny charged particles, called ions, move within a complex network of minuscule pores. The breakthrough could lead to the development of more efficient energy storage devices, such as supercapacitors, said Gupta, an assistant professor of chemical and biological engineering . 

Ankur Gupta

Gupta explained that several chemical engineering techniques are used to study flow in porous materials such as oil reservoirs and water filtration, but they have not been fully utilized in some energy storage systems.

The discovery is significant not only for storing energy in vehicles and electronic devices but also for power grids, where fluctuating energy demand requires efficient storage to avoid waste during periods of low demand and to ensure rapid supply during high demand.  

Supercapacitors, energy storage devices that rely on ion accumulation in their pores, have rapid charging times and longer life spans compared to batteries. 

“The primary appeal of supercapacitors lies in their speed,” Gupta said. “So how can we make their charging and release of energy faster? By the more efficient movement of ions.”

Their findings modify Kirchhoff’s law, which has governed current flow in electrical circuits since 1845 and is a staple in high school students’ science classes. Unlike electrons, ions move due to both electric fields and diffusion, and the researchers determined that their movements at pore intersections are different from what was described in Kirchhoff’s law.

Prior to the study, ion movements were only described in the literature in one straight pore. Through this research, ion movement in a complex network of thousands of interconnected pores can be simulated and predicted in a few minutes.

“That’s the leap of the work,” Gupta said. “We found the missing link.”

This work was funded by National Science Foundation CAREER Award # 2238412.

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How to make money from medical research and donations

  • You can make thousands of dollars by donating some time or body parts to science.
  • But these procedures are not all painless, and not everyone can participate.
  • Below is a short list, though be warned: these strategies aren't all easy money.

Insider Today

Get dysentery. Play cards with someone who has the flu . Or, spend 45 days trapped in a tiny apartment with three total strangers.

These are just a few of the many ways you can get paid for helping out with scientific research. If you want to aid the science community and potentially save some lives while making a little extra cash, there are some unconventional options to consider.

Below is a short list, though be warned: these strategies aren't all exactly easy money.

Sell your blood plasma

Payout (per donation): around $50

Plasma is the largest component in human blood. It's a protein-rich liquid that contains mostly water but is also filled with enzymes, antibodies, and salts. This gooey, sticky yellow-ish stuff can be used to create therapies that treat people with blood clotting disorders, autoimmune diseases, and even burn victims. Donating plasma is often called "the gift of life" since treatments for some conditions can't be made synthetically and require this kind of human contribution.

During plasma donation, blood is drawn and an automated machine separates the plasma from other blood components, which are returned to the donor. Plasma donation pay varies from site to site, but the average payout is typically around $50 per donation. You can donate safely roughly once a month, according to the American Red Cross , and a typical session takes less than two hours. Find a licensed and certified plasma center near you.

Donate your sex cells

Payout for eggs (per donation): usually $10,000 to $12,000;

Payout for sperm (per donation): typically $35-$150

Egg and sperm donation can allow couples who have trouble conceiving naturally to become parents by using a donor's sex cells. But the time commitment and risk involved in a woman's egg donation is far steeper than what a man goes through donating his sperm.

In the United States, egg donors generally net around $10,000-$12,000. Weill Cornell outlines the standard steps for egg donation , which requires about a four-week time commitment.

During the egg donation cycle, patients are injected with fertility drugs so that the ovaries make more mature eggs than normal. (Eligible women are generally between the ages of 21 and 30). The egg retrieval procedure takes about 20 minutes but may require several days of recovery. Donors should be aware of the risks involved (largely related to the hormones used) before signing up.

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Men are generally paid anywhere from $35 to $150 per sperm donation, according to The Sperm Bank of California , but sperm donation can really start to add up if you regularly donate samples (many programs require a six-month or one-year donation commitment).

Donors should bear in mind that even if they choose to donate anonymously, sperm and egg donation is never really 100% incognito. Your DNA always knows who you are.

Spend 45 days on a fake spaceship

Payout: $160/day

NASA will pay you to spend 45 days traveling in space. Well, sort of.

You'll actually be on the ground the whole time in Houston, Texas, but you'll be locked inside a model space capsule (650 square feet) along with three strangers. This simulation is designed to study what being cooped up for a very long time inside a spaceship might do to a person, both physically and mentally. NASA wants to check this out thoroughly before they start sending astronauts on missions to Mars, or to explore faraway asteroids.

Participants in NASA's human research program share a capsule with each other that includes some workspace for doing lab experiments, a little kitchen table for eating meals that are just like what's served aboard the International Space Station, plus an exercise bike and some free weights. There's no internet, but you do get your own little cozy sleeping pod on the top floor.

The fake astronauts "on board" the capsule in May and June of 2024 include an aerospace engineering professor, a US Air Force Reserve member, a commercial pilot, and a biomedical engineer.

And that mission is nothing compared to NASA's CHAPEA Mars simulation , which keeps recruits in a simulated habitat of the red planet for 378 days. (NASA declined to comment on how much CHAPEA pays).

Take part in a clinical trial

Payout: Varies by program

The National Institutes of Health run a searchable database, ClincalTrials.gov , that rounds up human clinical studies ongoing around the world. Participants may be guinea pigs for new medical products, like drugs to treat high blood pressure, or they take part in observational research, like a study that records the effects of different lifestyles on heart health.

Subjects are generally paid to participate in such clinical trials, and most of the time, the bigger the risk, the bigger the reward. For example, a participant in one study in which participants were exposed to dysentery-causing bacteria was paid over $7,000, while a single blood draw or lab visit for a more straightforward study may only be worth $100 or so.

If you do decide to enroll in a study, choose wisely and carefully because not all of the studies on the site are regulated or evaluated for safety by the US Food and Drug Administration.

Enroll in a psychological study

Paid psychological studies, such as those that examine human behavior and brain function, may not generate as high of a return as clinical trials, but they are generally lower risk and require a shorter time commitment.

Most research universities keep an online database of studies so people can easily sign up. For example, here's a list of the most recent paid research studies offered by New York University . At NYU, you can make $12 an hour playing video games, and receive a $50 bonus if you're good at it.

Give your dead body to science

Payout: free cremation

This last idea is sort of morbid, but if you're worried about being a bother when you're dead, you can donate your body to science . This helps with various types of research and education.

Places like BioGift and Science Care will cover the costs of cremation, which can run upwards of $2,000.

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More From Forbes

This is the mindset to create happiness and achievement, research says.

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A strategic mindset can drive happiness and achievement.

If you’re seeking happiness or success, there is plenty of advice available. But a fascinating study demonstrates that your mindset matters—and there’s a specific type of thinking that will nurture your happiness and advance your achievement most successfully.

A strategic mindset is key.

And of course, it’s critical today. Life moves fast, people are stressed and you’re constantly having to avoid overwhelm , solve problems, manage stress and adapt. And research shows a strategic mindset may be just what you need to for joy and achievement.

How A Strategic Mindset Matters

A strategic mindset is distinguished from a growth mindset or grit. And it is also different than self-efficacy (believing you are capable) or self-control. Essentially, having a strategic mindset is about the mental process of stepping back and assessing how you might do things differently, better or more collaboratively.

Having a strategic mindset has huge payoffs. In particular, it results in greater happiness, better performance and higher likelihood of reaching your goals—in your profession, education, health or fitness—according to research published in the Proceedings of the National Academy of Sciences .

When you have a strategic mindset, you can think things through, figure things out and take the best course of action.

Creating A Strategic Mindset For Happiness

Best high-yield savings accounts of 2024, best 5% interest savings accounts of 2024.

According to the research, there are specific ways to cultivate a strategic mindset for happiness.

1. Step Back

Ironically, the best way to move forward is to start by stepping back . Often, when you encounter a problem, you’ll feel rushed with a high level of urgency to solve it. The customer is angry, the product fails or the delivery doesn’t arrive—but a big element of a strategic mindset is the ability to pause, step back and reflect—so you can gain clarity on how to move forward.

Continuing to act without pausing to consider whether your action is effective, can keep you on the wrong path. And especially if you’re under pressure or feeling a high degree of worry, you may find yourself rushing.

In the face of intensity, slow down to speed up—thinking things through and determining the best course forward.

2. Do It Differently

Another key to building your strategic thinking is to reflect on what you can do differently . Our human instinct is often to keep investing in the course we’ve chosen. This is called the sunk cost fallacy. We reason that if we’ve come this far and invested this much, it may not make sense to turn back.

It’s like the saying, “If you’re going through hell, you should keep going,” attributed to Winston Churchill. Sometimes, this is true, of course, but you should also pause and check yourself. Ask yourself:

  • How are things going so far, and what progress have you made?
  • What is working well, and what is getting in the way?
  • How might you change course or go in an opposite direction?
  • What have you not already tried?
  • What are the alternatives to what you’re doing now?
  • How might someone new to the situation approach it?
  • What are some wildly creative ways you could solve the problem?

These kinds of questions can help you take stock and determine if there’s an alternate course that may serve you better.

A strategic mindset can help you think differently and think better.

3. Do It Better

Another tactic in strategic thinking is to reflect on what you can do better. Perhaps you’ve tried things, but you haven’t given it your all. Or you may have spread your effort across a number of tactics, and you would be more effective to focus on one or two areas where you can really excel.

A characteristic of happiness is feeling dedicated to a responsibility that matters to you. By putting a lot of effort into something and committing to a course of action, you’re more likely to succeed because you’re working hard, but you’re also likely to contribute to your happiness because of the correlation between commitment and joy.

4. Help Yourself Or Others

Another aspect of strategic thinking in the study, was considering how you can help yourself or others. Sometimes when you’re working hard on something you can lose sight of the methods you’re using and how they impact on your wellbeing or on the people around you.

In what ways might you or the team work more efficiently ? Can you turn off distractions or improve your focus, or that of the team? Could you track your trials and errors—and your progress? Could you involve others or rely on teammates for their unique talents? How might you shift your actions so the process works better for you or colleagues?

All of these are collaboratively oriented concerns, and they are also ways to think more strategically.

5. Cultivate Variety

Finally, a strategic mindset allows you to call on a wide variety of alternatives—and having a broad array of possibilities will help you in all kinds of situations.

When you face a problem, think about all the reasons it may be occurring, so you can get to the root cause. When you are challenged in a relationship, empathize and consider multiple angles, knowing your perspective is only one. When you are stymied in your work, give thought to all the possible ways you can respond—so you can choose the best option. Essentially, seek to expand your thinking.

With a strategic mindset, you’re analyzing, planning, monitoring and revising—and these are especially important when you’re encountering new challenges or dealing with issues that keep cropping up again and again.

Be Intentional

Interestingly, a strategic mindset is intentional and forward-thinking . You can be specific about your thinking process—stepping back, thinking about how to do things differently or better, determining how to help yourself or others and broadening your approaches. All of these are about thinking consciously, purposely and deliberately.

When things seem out of control, these are excellent ways to gain back some agency and empowerment

Tracy Brower, PhD

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Happiness at work is a health factor to be measured. UC resources can help.

headshot of Angela Koenig

What does a good day at work look like to you?

Completion of an important project? Praise from a co-worker or perhaps a bump in salary?

What constitutes a good day at work may vary, but having more good days at work than bad is physically beneficial, say University of Cincinnati experts in health and wellness. 

“Having a good day at work benefits you more than just mental happiness,” says UC researcher Matt Huml, author of a recent study, “Working to Live or Living to Work,” which looked at the health metrics of participants during their workday and whether the subjects reported having a good or bad day at work.   

Photo/chinnapong/iStock

Happiness at work 

Not surprisingly, the results of the study, funded by the UC Research Council, show that participants, using smartwatches, reported higher total steps, improved sleep efficiency and a reduced daily heart rate average on days where they reported higher daily positive work experiences. On bad days, the metrics only showed an increased daily heart rate average.

“The findings provide initial evidence of daily work experiences influencing employee biometric health,” says Huml, an assistant professor of sports administration in UC’s School of Human Services, within the College of Education, Criminal Justice and Human Services.  

Physical health is not something you can fake.

Matt Huml | Associate professor of sport administration

Stressors, of course, differ greatly from person to person, but an elevated heart rate from anything other than intentional and regular exercise, tends not to be a good thing, says Richard Becker, MD, a UC Health cardiologist and professor of medicine who is currently involved with a National Institutes of Health study using smartwatch technology to study atrial fibrillation.

With physical exercise and conditioning, Becker says there is a reset of heart rate and blood pressure and a response to exercise over time that is favorable. By contrast, the human body responds to emotional and psychological stress quite differently — typically, with increased blood pressure and heart rate which, over time, are well known to be health detriments.    

While the study was specific to employees in the sports industry, Huml says that many of their workday activities correlate to office work across all industries. Regardless of profession, there are always deadlines looming, co-workers to co-work with and performance goals to meet. And our bodies respond accordingly.

The keys to evaluation and integration of health considerations within the workplace are awareness, prioritization, action and adoption, both say.

More than money  

There’s an iconic scene in the TV series “Mad Men” that sums up a typical employer/employee interaction in the 1960s:  

Don Draper: It's your job! I give you money, you give me ideas.   Peggy Olson: You never say thank you!   Don Draper: That’s what the money is for!

But, as the saying goes, money isn’t everything, and over the past 75 years researchers have taken a closer look at what drives job satisfaction and productivity and an even deeper dive since the pandemic. 

A 2022 workforce survey by the American Psychological Association, for example, shows that 7 out of 10 employees believe their employer is paying more attention to mental health concerns than before. Additionally, workforce analytics company Zippia found 52% of U.S. companies have implemented wellness programs, compared to 37% in 2018.

“There is value in making sure that your employees are finding satisfaction and happiness at work,” says Huml, pointing to benefits to the company such as fewer sick days, lower health care costs for insurers and increased job performance. Happy workers, says an Oxford study, directly affect the bottom line, with a 13% increase in productivity.

Smiley star cartoon

Tips for employees

  • Plan for the workday ahead: Get enough sleep, make lists, check your calendar.
  • Create daily goals, and turn off notifications when you need to focus on a task.
  • Wear a smartwatch and connect it to employee health platforms like Be Well UC, the university’s employee wellness program.
  • Practice mindfulness and meditation: UC employees can download the Calm app for free .
  • Take movement breaks. Explore the neighborhood with a short walk.
  • Take advantage of employee discounts at recreation centers.
  • Make time to chat with co-workers.
  • Don’t be too proud to seek out professional help.

Photo/Andrew Higley/UC Marketing + Brand

Employee wellness at UC

UC has actually been at the forefront of recognizing employee health and well-being, says Ashley San Diego, the wellness manager for Be Well UC , which formed in 2015.

Be Well UC is a voluntary employee wellness program that offers a variety of support, resources and education for faculty and staff. Resources and services available to UC employees include one-on-one health coaching, an online wellness portal, Take 5 microbreak kits, walking maps, the Employee Assistance Program and stress management tools with the Calm app.

“We know that when we bring our whole selves to work, where we are valued and cared for, we are going to have better health outcomes, be more productive, less stressed and feel more connected to the mission,” says San Diego.

To date, she says, about 41% of eligible UC staff and faculty are utilizing the wellness portal for tools, such as connecting with group challenges and shout-outs, tracking healthy habits, learning with self-paced journeys and getting connected to resources such as UC Recreation Center facilities and programs.  

There are also rewards for participation: Eligible employees can earn up to $300 each year for working on their overall wellness. In 2023, 2,163 employees earned a cumulative total $318,620, she says.

Photo/freesplash/iStock

Tips for employers

  • Assign work to employees’ strengths
  • Highlight employee successes
  • Offer flexible schedules
  • Be mindful of employee health 
  • Offer growth and development opportunities 
  • Reward good work with monetary and tangible items
  • Communicate frequently and encourage open discussion
  • Engage employees in group activities
  • Model positive attitude  

At UC “it’s about acknowledging that people are people first, before they are a student, before they're an employee,” says Amanda Oney, associate professor/educator of health promotion and education, in the School of Human Services, who also serves as a committee member of Healthy UC , a university-wide collaborative focused on the well-being of students, staff and faculty.

Healthy UC was started in 2018 and adopted the now 540-member Mental Health Champions network that was initially launched for the students, but soon grew to include additional support for faculty and staff and now works in tandem with Be Well UC to keep well-being top of mind, says Oney.

“These are people who are equipped on campus to provide that first level of support and be that connector between people in need and the resources that exist,” she says.

Which brings us back to smartwatches. With Be Well UC employees can connect their wearable devices like smartwatches or smart rings to a portal to record health factors such as activity.

“Physical health is not something you can fake,” says study author Huml, adding that he sees real benefit using biometrics to track physical health and the correlation between good and bad days at work.

“You will be able to see what work experience is helping or harming your health.”

Additional credits

Photos: Original photography by Andrew Higley unless otherwise noted Featured image at top: Courtesy of lithiumcloud Design: Kerry Overstake UC Marketing + Communications

The research team on the study, "Working to Live or Living to Work? How Daily Work Experiences are Affecting Sport Employee Biometric Health,” includes Gabe Sanders and Peyton Stensland, both assistant professors of sport administration in the UC School of Human Services.

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Can AI Pick Stocks? A Look at AI Investing

AI tools like ChatGPT can give you a jump-start on stock picking, but don't forgo your own research.

Can AI Pick Stocks?

AI robot invest the stock market on behalf of customer.

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Once thought of as science fiction, AI is now present in most industries, including finance.

Artificial intelligence is helping companies run more efficiently and offer more choices for their customers. The technology can minimize human errors and reduce operating costs, leading to higher profits. It can make people's lives easier with personalized product recommendations, enhanced cybersecurity and quicker access to relevant information.

Some investors are also turning to new AI tools for stock picks and advice on how to manage their portfolios. Artificial intelligence can make stock picking seem easy. You can use search prompts like "best dividend income stocks" and "best growth stocks" to find investments that match up with your preferences. OpenAI's ChatGPT large language model, for example, can give you 10 stock recommendations in a few seconds, along with summaries of what each company does. Alphabet Inc.'s (ticker: GOOG , GOOGL ) Gemini language model can also provide stock recommendations based on the same prompts.

AI can cut down on research and give you quick picks, and more investors are picking up on this emerging trend. More than half of Americans use artificial intelligence, and that number is likely to grow as the technology becomes more advanced.

The popularity of AI tools is growing among investors, but are these developments beneficial for returns? Does it make sense to use AI for your stock picks instead of investing in a mutual fund or exchange-traded fund (ETF) and relying on the fund's managers to make your picks?

The answers to these questions are still unfolding, as the AI industry challenges how people think and expands their perceived capabilities, to the point that some speculate that AI could replace or even outperform fund managers or supplant financial advisors . Others aren't completely convinced. Here are some of the factors surrounding AI's future role in investment planning:

  • How AI can help with stock picking.
  • What to look for in an AI tool.
  • AI stock-picking tools.
  • Limitations of stock picking with AI.
  • Will AI replace fund managers or financial advisors?
  • Should you use AI for your stock portfolio?

How AI Can Help With Stock Picking

The stocks you add to your portfolio can heavily impact your finances, cash flow and long-term goals. AI can give you an edge if you are looking for a good place to start and want a few stock recommendations.

AI is good at sharing five to 10 stock picks based on a set of criteria. ChatGPT, for example, is a useful tool for top-of-funnel research because it can suggest stock ideas, but you should follow up with your own research and narrow the field to make your selections.

Alex Koynoff, a financial advisor and owner of ATK Financial Prosperity LLC, explains how artificial intelligence can make researching stocks more manageable: "Individual investors often face the challenge of conducting thorough research and analysis for stocks, which can be time-consuming and costly. Retail investors often lack access to sophisticated systems and data, but AI could potentially level the playing field by assisting with the research."

Artificial intelligence can filter stock recommendations based on various criteria. For instance, you can use a stock screener to access a list of stocks with dividend yields above 2% if you want more cash flow.

This way, AI can save investors a lot of time in their decision making, says Dean Pernas, co-founder of Pernas Research. "AI is best used as a supplement and distiller of information to aid in making better investment decisions. Tasks that previously took a person a day of research can now be summarized succinctly and instantaneously by AI with a keystroke."

What to Look For in an AI Tool

AI tools let you find stocks that align with your objectives, but there's a subtle benefit that can significantly impact your long-term profits. Blaine Thiederman, a certified financial planner and founder of Progress Wealth Management, says AI doesn't succumb to human factors that can limit portfolio growth. "AI algorithms are not influenced by human emotions, such as fear or greed, leading to more objective decision-making," he says.

Up-to-date information and objectivity make for a good start. Here are some other features to look for in an AI tool:

Versatility. Some AI tools let you ask more detailed questions, which can help you find optimal investments for your portfolio.

Trading signals. Some AI tools let you find stocks that recently reached or exceeded key technical indicators. Traders won't have much luck with ChatGPT or Gemini because those AI tools do not let you see real-time trading signals. Some AI tools can also make investments for you when stocks reach certain price points or technical lines. So, an AI tool like that can help traders save considerable time.

Data availability. Does your AI stock picker let you see a stock's volume, moving average and other details? Some AI tools have better information on your favorite stocks than others.

Stock scoring. While this feature shouldn't make or break an AI investing tool, a scoring system can tell you what the AI thinks about the stock. You should familiarize yourself with the methodology used to formulate the score before taking it seriously.

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AI Stock-Picking Tools

While ChatGPT and Gemini are general AI services, other tools specifically cater to stocks. You can choose from several AI options for your stock picks. It's important to do your due diligence when deciding to make an AI tool part of your investing strategy, and this is just a snapshot of what's out there:

TrendSpider. This technical analysis-based AI tool comes with a bot, asset insights, back-testing and other features. Back-testing lets you test how your current strategy would have performed in previous market cycles. For instance, you can see how your current strategy would have performed two years ago.

Trade Ideas. This AI-based platform always has up-to-date information on stocks, since it connects to the major stock exchanges. You can use this tool to learn more about a stock before investing in it or let an AI bot perform the trades for you.

Magnifi. This stock brokerage platform has an AI tool that lets you find stocks and funds based on several criteria. You can look for funds that recently increased their holdings in your favorite companies. Magnifi offers more flexibility than ChatGPT or Gemini while streamlining your research.

These tools can make relevant information more accessible, and some traders also set up bots to further automate the process. Many AI tools also let you try out the trading bot with "test" money before you invest real money.

Limitations of Stock Picking With AI

Artificial intelligence continues to grow and tap into new markets. It presents many advantages for investors, but AI also has its limits. One setback is that AI will have to overcome the shortcomings of its novelty.

"AI's lack of a proven track record makes it difficult for most people to have confidence in its recommendations," Pernas says. Investors can look at funds like the Invesco QQQ Trust ( QQQ ) and see that is has generated an annualized total return of 18.4% over the past decade as of June 3. AI tools do not have that same record because they are relatively new.

Pernas also mentions "the lack of high-quality data for AI to train on." While AI tools have plenty of data and can quickly provide the price-to-earnings ratio, or P/E , of any company, there's more to quality data than knowing every ratio.

Rising interest rates , inflation, geopolitical tensions and changes in consumer spending all play key roles in total returns. AI tools have access to plenty of historical data, but not all of them have access to real-time macroeconomic data as it gets released.

You also have to know what you want from your portfolio before using AI tools. While these tools can make you more efficient, they can't do the thinking for you. Even if you use an AI bot to make stock picks , you still have to set the bot's trading parameters and rules.

"Investors need to define their investment objectives, risk tolerance and time horizon," Thiederman explains.

Will AI Replace Fund Managers or Financial Advisors?

Artificial intelligence is evolving within ChatGPT, Gemini and other large language models to create new possibilities, if not replace their human counterparts in business.

An AI-powered investment platform called PortfolioPilot is regulated by the U.S. Securities and Exchange Commission, or SEC . PortfolioPilot helps more than 17,000 individuals conduct portfolio overhauls based on personal preferences, optimize fees to lower total costs and discover investment ideas. The firm currently has $12 billion in assets under management.

While artificial intelligence continues to make strides, it won't be replacing fund managers or financial advisors. AI and machine learning tools have been around for years. Pernas says AI may replace some functions, but certain financial advisors will continue to have a role in investment and personal financial planning.

"AI is likely to replace stock pickers who make decisions based on quantitative metrics. However, it is unlikely that AI will ever replace humans who make forward-looking and qualitative investment decisions," Pernas says.

AI is becoming more mainstream, but investors and analysts still need to make decisions based on real-time news. The technology is only as good as the investor using it.

PortfolioPilot also uses artificial intelligence to make financial advice more accessible. However, investors have to know enough about their risk tolerance and finances to ask the right questions and receive answers that apply to them in a meaningful way.

A financial advisor can use their experience with previous clients and take a deeper look at your financial well-being to help you achieve your long-term goals. Working with a financial advisor can also build a sense of camaraderie that is difficult to replicate with artificial intelligence.

Should You Use AI for Your Stock Portfolio?

Artificial intelligence can make a great addition to any portfolio strategy. You can ask questions and receive stock picks, insights and critical details to help you make the best decisions. AI shortens the research process and simplifies stock picking.

Though AI has many benefits, you shouldn't blindly rely on it. You still have to know what you want from your portfolio, and market knowledge can help you see opportunities and obstacles ahead.

You should research what questions to ask an AI stock picker. Asking better questions will lead you to better answers. It's best to treat AI stock tools like assistants. They can provide the information you need, but it's still up to you to make decisions and stay on top of the market.

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what research can help you

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About to Miss a Connecting Flight? United Thinks AI Can Help You Make It in Time

Christiana Sciaudone, Skift

June 4th, 2024 at 2:05 PM EDT

When airlines face an issue, they don't just need to deal with passengers. They also need to worry about the crew and where the planes go next. United is hoping AI can help.

Christiana Sciaudone

What’s an airline to do when air-traffic control says it can only land 20 planes when it was supposed to land 60. Which planes get to land and which get diverted? Where are the crew supposed to be heading next? Are connecting passengers going to make their next flight?

“This math problem is really complicated to do in real time,” Jason Birnbaum, chief information officer of United Airlines, said at the Skift Data+AI Summit in New York Tuesday.

Faced with that potential scenario among thousands of other possible complications, the company implemented AI technology called Connection Saver to help provide solutions a few years ago and has seen widespread improvements — and probably a lot fewer grumpy passengers. 

More recently, United has begun using the information to communicate with passengers.

“We had a lot of debate, like, ‘Should you tell people that you’re holding the plane? Like, would that make it worse or better?’ And so we let people know that we’re trying to get you to the plane so they don’t stop at Starbucks,” Birnbaum said. 

But it’s not just the incoming passengers that are getting the messages.

“We actually let the passengers know on the plane why we’re holding and I don’t know if anyone’s experienced this, but it’s an amazing sort of moment of humans coming together, because everyone who gets the text says, usually knows what this is about, and when the customers finally get on, and they’re sort of disheveled and discombobulated and breathing hard, and then the whole plane cheers. Everyone claps.” 

United still has its work cut out. It’s piloting generative AI to figure out more complicated issues like rebooking, which on the face of it seems like a simple fix. 

“Sometimes it’s, well, would you rather go tomorrow? Would you rather go tonight? Would you rather drive, go to a different airport and drive? And so thinking through how that conversation plays out is really the challenge in this space, and we’re working on it, but I think it will be a few minutes before we have that perfected,” Birnbaum said.

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Tags: business travel , SDAIS24 , united airlines

Photo credit: Jason Birnbaum, chief information officer of United Airlines at Skift Data + AI Summit 2024 Skift

What We’re Most Excited To See At Money20/20 Europe 2024

Oliwia Berdak , VP, Research Director

Aurelie L'Hostis , Principal Analyst

Kerstin Wehmeyer , Researcher

Shortly, my colleagues Aurélie L’Hostis, Kerstin Wehmeyer, and I will be setting off for the annual money festival, Money20/20 Europe. The theme this year is, somewhat unsurprisingly, “Human X Machine.” The event prophesizes the ascent of a new world where humans work side by side with increasingly intelligent machines. And the most fascinating of them all at the moment is, of course, AI. While you might think that we’ve reached peak AI (and perhaps we have in terms of event content!), this is just the beginning, so a very big chunk of the conference is about this, but it’s still just one of the themes that we’re hoping to discuss with the fellow attendees.

Can We Monetize GenAI In Financial Services — And If So, When?

AI is not new in financial services, and certainly not in payments, where we’ve used it for payments authorization, decisioning, and fraud detection. But generative AI (genAI), and the adoption of the EU AI Act , have changed the game. While at Forrester we’ve explored some of the use cases of genAI in banking , payments , and insurance , there’s plenty more of experimentation and innovation. We’re looking forward to discussing operationalizing genAI — the do’s and don’ts from a legal and ethical perspective, securing budget and generating ROI, and preparing the groundwork by investing in appropriate data and risk foundations . Governance does not a titillating keynote make, but if we’re going to scale genAI deployments, doing this in a trustworthy way is key.

What Is “The Universe Of One” — And Is It Worth It?

Personalization is hot, though not everyone is really clear on what it is, how to make it work, and whether it’s worth the investment. “A Customer Universe of One” is one of the key themes for this year’s Money20/20 Europe, although the program seems a bit thin on detail. At Forrester, we’ve long argued that enterprises think of personalization too narrowly , mostly as a marketing technique, and too early in the customer lifecycle — at the discovery stage, when most consumers see it as intrusive and not all that valuable.

From a customer perspective, the value is there much later in their relationship with the brand, when (or rather if) there’s trust and a deeper understanding of the customer’s needs. And in financial services, surely the value is there when personalization is deployed in the service of customers’ financial well-being . There’s much to explore here, particularly in the nitty-gritty of what those experiences should look like: how we can make them effortless with automation, trustworthy with the right user experience, and engaging with immersive experiences — and of course, on the side of the enterprises, how we can leverage existing martech and banking architectures to make this cost-effective and scalable.

Have Open Banking, Embedded Finance, And Sustainability Lost Their Shine?

Open banking is getting very little space at Money20/20 this year (some call it the revolution that never happened!). We’ve always said that expectations around open banking were not realistic and that something as complex as this would need time to overcome the initial hurdles of use case selection, monetization strategy, and customer trust. But rather than focusing on the aforementioned financial well-being use case, we’ve moved to exploring pay-by-bank and even the pensions dashboard.

It’s similar with embedded finance. Embedded finance was always going to be a use case of open finance through the integration of financial services into nonfinancial customer experiences, journeys, or platforms. At Money20/20 this year, we’ll be getting a lot of depth on the travel journey and embedding finance into that (e.g., through dynamic currency conversion and payment personalization in travel onboarding). But we’re still not that clear on the overall potential of embedded finance and how to assess it realistically to help executives decide what, if any, resources they should dedicate to it.

And last but not least, when it comes to sustainability, we’re really just scratching the surface. As allocators and stewards of capital and underwriters of risk, financial services firms have a large role to play in the transition to a more sustainable future. There’s so much innovation and a massive opportunity around developing better technology to generate and verify sustainability and climate data . But sadly, this is not a big theme at Money20/20 this year.

What have we not discussed? The themes that always appear at Money20/20: CBDCs , stablecoins, Web3 , decentralized finance, and asset tokenization . These may underpin the future of money, but the complexities of regulation, ecosystem orchestration, and technology implementations mean that progress is slow. Indeed, while we’ve put Web3 on our 2024 list of top emerging technologies in banking , it remains a long way from delivering on its promises. Web3’s benefits are negligible today, and it’s unclear how they’ll develop.

We look forward to meeting you at Money20/20 Europe! Clients interested in discussing the top themes can chat with Aurélie or me  via inquiry or guidance session .

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  6. Qualitative Research: Definition, Types, Methods and Examples (2023)

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COMMENTS

  1. Research Methods

    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 ...

  2. How to Improve Your Research Skills: 6 Research Tips

    How to Improve Your Research Skills: 6 Research Tips. Written by MasterClass. Last updated: Aug 18, 2021 • 3 min read. Whether you're writing a blog post or a short story, you'll likely reach a point in your first draft where you don't have enough information to go forward—and that's where research comes in. Whether you're writing ...

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  19. A Beginner's Guide to Starting the Research Process

    This article takes you through the first steps of the research process, helping you narrow down your ideas and build up a strong foundation for your research project. Table of contents. Step 1: Choose your topic. Step 2: Identify a problem. Step 3: Formulate research questions. Step 4: Create a research design. Step 5: Write a research proposal.

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    The Greater Good Science Center has collected many resilience practices on our website Greater Good in Action, alongside other research-based exercises for fostering kindness, connection, and happiness. Here are 12 of those resilience practices (squeezed into five categories), which can help you confront emotional pain more skillfully. 1.

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    Bjork coined the term "desirable difficulty" to describe this concept, and psychologists are homing in on exactly how students can develop techniques to maximize the cognitive benefits of their study time. Here are six research-tested strategies from psychology educators. 1. Remember and repeat. Study methods that involve remembering ...

  23. Charge your laptop in a minute or your EV in 10? Supercapacitors can

    Prior to the study, ion movements were only described in the literature in one straight pore. Through this research, ion movement in a complex network of thousands of interconnected pores can be simulated and predicted in a few minutes. "That's the leap of the work," Gupta said. "We found the missing link."

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  26. How to Write a Research Paper

    In this stage, you might find it helpful to formulate some research questions to help guide you. To write research questions, try to finish the following sentence: "I want to know how/what/why…" Develop a thesis statement. A thesis statement is a statement of your central argument — it establishes the purpose and position of your paper ...

  27. Did you have a good day at work?

    Having a good day at work benefits you more than just mental happiness, says UC researcher Matt Huml, author of a recent study "Working to Live or Living to Work." And UC health and wellness experts agree, citing campus resources for employees and students to benefit their well-being.

  28. Can AI Pick Stocks? A Look at AI Investing

    You still have to know what you want from your portfolio, and market knowledge can help you see opportunities and obstacles ahead. You should research what questions to ask an AI stock picker.

  29. About to Miss a Connecting Flight? United Thinks AI Can Help

    Faced with that potential scenario among thousands of other possible complications, the company implemented AI technology called Connection Saver to help provide solutions a few years ago and has ...

  30. What We're Most Excited To See At Money20/20 Europe 2024

    May 30 2024. Shortly, my colleagues Aurélie L'Hostis, Kerstin Wehmeyer, and I will be setting off for the annual money festival, Money20/20 Europe. The theme this year is, somewhat unsurprisingly, "Human X Machine.". The event prophesizes the ascent of a new world where humans work side by side with increasingly intelligent machines.