unique features of research report

• Research Report: Definition, Types + [Writing Guide]

One of the reasons for carrying out research is to add to the existing body of knowledge. Therefore, when conducting research, you need to document your processes and findings in a research report. 

With a research report, it is easy to outline the findings of your systematic investigation and any gaps needing further inquiry. Knowing how to create a detailed research report will prove useful when you need to conduct research.  

What is a Research Report?

A research report is a well-crafted document that outlines the processes, data, and findings of a systematic investigation. It is an important document that serves as a first-hand account of the research process, and it is typically considered an objective and accurate source of information.

In many ways, a research report can be considered as a summary of the research process that clearly highlights findings, recommendations, and other important details. Reading a well-written research report should provide you with all the information you need about the core areas of the research process.

Features of a Research Report 

So how do you recognize a research report when you see one? Here are some of the basic features that define a research report. 

• It is a detailed presentation of research processes and findings, and it usually includes tables and graphs. 
• It is written in a formal language.
• A research report is usually written in the third person.
• It is informative and based on first-hand verifiable information.
• It is formally structured with headings, sections, and bullet points.
• It always includes recommendations for future actions. 

Types of Research Report 

The research report is classified based on two things; nature of research and target audience.

Nature of Research

• Qualitative Research Report

This is the type of report written for qualitative research . It outlines the methods, processes, and findings of a qualitative method of systematic investigation. In educational research, a qualitative research report provides an opportunity for one to apply his or her knowledge and develop skills in planning and executing qualitative research projects.

A qualitative research report is usually descriptive in nature. Hence, in addition to presenting details of the research process, you must also create a descriptive narrative of the information.

• Quantitative Research Report

A quantitative research report is a type of research report that is written for quantitative research. Quantitative research is a type of systematic investigation that pays attention to numerical or statistical values in a bid to find answers to research questions. 

In this type of research report, the researcher presents quantitative data to support the research process and findings. Unlike a qualitative research report that is mainly descriptive, a quantitative research report works with numbers; that is, it is numerical in nature. 

Target Audience

Also, a research report can be said to be technical or popular based on the target audience. If you’re dealing with a general audience, you would need to present a popular research report, and if you’re dealing with a specialized audience, you would submit a technical report. 

• Technical Research Report

A technical research report is a detailed document that you present after carrying out industry-based research. This report is highly specialized because it provides information for a technical audience; that is, individuals with above-average knowledge in the field of study. 

In a technical research report, the researcher is expected to provide specific information about the research process, including statistical analyses and sampling methods. Also, the use of language is highly specialized and filled with jargon. 

Examples of technical research reports include legal and medical research reports. 

• Popular Research Report

A popular research report is one for a general audience; that is, for individuals who do not necessarily have any knowledge in the field of study. A popular research report aims to make information accessible to everyone. 

It is written in very simple language, which makes it easy to understand the findings and recommendations. Examples of popular research reports are the information contained in newspapers and magazines. 

Importance of a Research Report 

• Knowledge Transfer: As already stated above, one of the reasons for carrying out research is to contribute to the existing body of knowledge, and this is made possible with a research report. A research report serves as a means to effectively communicate the findings of a systematic investigation to all and sundry.  
• Identification of Knowledge Gaps: With a research report, you’d be able to identify knowledge gaps for further inquiry. A research report shows what has been done while hinting at other areas needing systematic investigation. 
• In market research, a research report would help you understand the market needs and peculiarities at a glance. 
• A research report allows you to present information in a precise and concise manner. 
• It is time-efficient and practical because, in a research report, you do not have to spend time detailing the findings of your research work in person. You can easily send out the report via email and have stakeholders look at it. 

Guide to Writing a Research Report

A lot of detail goes into writing a research report, and getting familiar with the different requirements would help you create the ideal research report. A research report is usually broken down into multiple sections, which allows for a concise presentation of information.

Structure and Example of a Research Report

This is the title of your systematic investigation. Your title should be concise and point to the aims, objectives, and findings of a research report. 

• Table of Contents

This is like a compass that makes it easier for readers to navigate the research report.

An abstract is an overview that highlights all important aspects of the research including the research method, data collection process, and research findings. Think of an abstract as a summary of your research report that presents pertinent information in a concise manner. 

An abstract is always brief; typically 100-150 words and goes straight to the point. The focus of your research abstract should be the 5Ws and 1H format – What, Where, Why, When, Who and How. 

• Introduction

Here, the researcher highlights the aims and objectives of the systematic investigation as well as the problem which the systematic investigation sets out to solve. When writing the report introduction, it is also essential to indicate whether the purposes of the research were achieved or would require more work.

In the introduction section, the researcher specifies the research problem and also outlines the significance of the systematic investigation. Also, the researcher is expected to outline any jargons and terminologies that are contained in the research.  

• Literature Review

A literature review is a written survey of existing knowledge in the field of study. In other words, it is the section where you provide an overview and analysis of different research works that are relevant to your systematic investigation. 

It highlights existing research knowledge and areas needing further investigation, which your research has sought to fill. At this stage, you can also hint at your research hypothesis and its possible implications for the existing body of knowledge in your field of study. 

• An Account of Investigation

This is a detailed account of the research process, including the methodology, sample, and research subjects. Here, you are expected to provide in-depth information on the research process including the data collection and analysis procedures. 

In a quantitative research report, you’d need to provide information surveys, questionnaires and other quantitative data collection methods used in your research. In a qualitative research report, you are expected to describe the qualitative data collection methods used in your research including interviews and focus groups. 

In this section, you are expected to present the results of the systematic investigation. 

This section further explains the findings of the research, earlier outlined. Here, you are expected to present a justification for each outcome and show whether the results are in line with your hypotheses or if other research studies have come up with similar results.

• Conclusions

This is a summary of all the information in the report. It also outlines the significance of the entire study. 

• References and Appendices

This section contains a list of all the primary and secondary research sources. 

Tips for Writing a Research Report

• Define the Context for the Report

As is obtainable when writing an essay, defining the context for your research report would help you create a detailed yet concise document. This is why you need to create an outline before writing so that you do not miss out on anything. 

• Define your Audience

Writing with your audience in mind is essential as it determines the tone of the report. If you’re writing for a general audience, you would want to present the information in a simple and relatable manner. For a specialized audience, you would need to make use of technical and field-specific terms. 

• Include Significant Findings

The idea of a research report is to present some sort of abridged version of your systematic investigation. In your report, you should exclude irrelevant information while highlighting only important data and findings. 

• Include Illustrations

Your research report should include illustrations and other visual representations of your data. Graphs, pie charts, and relevant images lend additional credibility to your systematic investigation.

• Choose the Right Title

A good research report title is brief, precise, and contains keywords from your research. It should provide a clear idea of your systematic investigation so that readers can grasp the entire focus of your research from the title. 

• Proofread the Report

Before publishing the document, ensure that you give it a second look to authenticate the information. If you can, get someone else to go through the report, too, and you can also run it through proofreading and editing software. 

How to Gather Research Data for Your Report  

• Understand the Problem

Every research aims at solving a specific problem or set of problems, and this should be at the back of your mind when writing your research report. Understanding the problem would help you to filter the information you have and include only important data in your report. 

• Know what your report seeks to achieve

This is somewhat similar to the point above because, in some way, the aim of your research report is intertwined with the objectives of your systematic investigation. Identifying the primary purpose of writing a research report would help you to identify and present the required information accordingly. 

• Identify your audience

Knowing your target audience plays a crucial role in data collection for a research report. If your research report is specifically for an organization, you would want to present industry-specific information or show how the research findings are relevant to the work that the company does. 

• Create Surveys/Questionnaires

A survey is a research method that is used to gather data from a specific group of people through a set of questions. It can be either quantitative or qualitative. 

A survey is usually made up of structured questions, and it can be administered online or offline. However, an online survey is a more effective method of research data collection because it helps you save time and gather data with ease. 

You can seamlessly create an online questionnaire for your research on Formplus . With the multiple sharing options available in the builder, you would be able to administer your survey to respondents in little or no time. 

Formplus also has a report summary too l that you can use to create custom visual reports for your research.

Step-by-step guide on how to create an online questionnaire using Formplus  

• Sign into Formplus

In the Formplus builder, you can easily create different online questionnaires for your research by dragging and dropping preferred fields into your form. To access the Formplus builder, you will need to create an account on Formplus. 

Once you do this, sign in to your account and click on Create new form to begin. 

• Edit Form Title : Click on the field provided to input your form title, for example, “Research Questionnaire.”
• Edit Form : Click on the edit icon to edit the form.
• Add Fields : Drag and drop preferred form fields into your form in the Formplus builder inputs column. There are several field input options for questionnaires in the Formplus builder. 
• Edit fields
• Click on “Save”
• Form Customization: With the form customization options in the form builder, you can easily change the outlook of your form and make it more unique and personalized. Formplus allows you to change your form theme, add background images, and even change the font according to your needs. 
• Multiple Sharing Options: Formplus offers various form-sharing options, which enables you to share your questionnaire with respondents easily. You can use the direct social media sharing buttons to share your form link to your organization’s social media pages.  You can also send out your survey form as email invitations to your research subjects too. If you wish, you can share your form’s QR code or embed it on your organization’s website for easy access. 

Conclusion  

Always remember that a research report is just as important as the actual systematic investigation because it plays a vital role in communicating research findings to everyone else. This is why you must take care to create a concise document summarizing the process of conducting any research. 

In this article, we’ve outlined essential tips to help you create a research report. When writing your report, you should always have the audience at the back of your mind, as this would set the tone for the document. 

Connect to Formplus, Get Started Now - It's Free!

• ethnographic research survey
• research report
• research report survey
• busayo.longe

You may also like:

Ethnographic Research: Types, Methods + [Question Examples]

Simple guide on ethnographic research, it types, methods, examples and advantages. Also highlights how to conduct an ethnographic...

21 Chrome Extensions for Academic Researchers in 2022

In this article, we will discuss a number of chrome extensions you can use to make your research process even seamless

How to Write a Problem Statement for your Research

Learn how to write problem statements before commencing any research effort. Learn about its structure and explore examples

Assessment Tools: Types, Examples & Importance

In this article, you’ll learn about different assessment tools to help you evaluate performance in various contexts

Formplus - For Seamless Data Collection

Collect data the right way with a versatile data collection tool. try formplus and transform your work productivity today..

Research Report Meaning, Characteristics and Types

Table of contents:-, research report meaning, characteristics of good research report, key characteristics of research report, types of research report, stages in preparation of research report, characteristics of a good report.

A research report is a document that conveys the outcomes of a study or investigation. Its purpose is to communicate the research’s findings, conclusions, and implications to a particular audience. This report aims to offer a comprehensive and unbiased overview of the research process, methodology, and results.

Once the researcher has completed data collection , data processing, developing and testing hypotheses, and interpretation of responses, the next important phase in research is the preparation of the research report. A research report is essential for the communication of research findings to its potential users.

The research report must be free from personal bias, external influences, and subjective factors. i.e., it must be free from one’s liking and disliking. The research report must be prepared to meet impersonal needs.

What is Research Report?

According to Lancaster, “A report is a statement of collected and considered facts, so drawn-ups to give clear and concise information to persons who are not already in possession of the full facts of the subject matter of the report”.

When researchers communicate their results in writing, they create a research report. It includes the research methodology, approaches, data collection precautions, research findings, and recommendations for solving related problems. Managers can put this result into action for more effective decision making .

Generally, top management places a higher emphasis on obtaining the research outcome rather than delving into the research procedure. Hence, the research report acts as a presentation that highlights the procedure and methodology adopted by the researcher.

The research report presents the complete procedure in a comprehensive way that in turn helps the management in making crucial decisions. Creating a research report adheres to a specific format, sequence, and writing style.

Enhance the effectiveness of a research report by incorporating various charts, graphs, diagrams, tables, etc. By using different representation techniques, researchers can convince the audience as well as the management in an effective way.

Characteristics of a good research report are listed below:

• Clarity and Completeness
• Reliability
• Comprehensibility and Readability
• Logical Content

The following paragraphs outline the characteristics of a good research report.

1) Accuracy

Report information must be accurate and based on facts, credible sources and data to establish reliability and trustworthiness. It should not be biased by the personal feelings of the writer. The information presented must be as precise as possible.

2) Simplicity

The language of a research report should be as simple as possible to ensure easy understanding. A good report communicates its message clearly and without ambiguity through its language.

It is a document of practical utility; therefore, it should be grammatically accurate, brief, and easily understood. 

Jargon and technical words should be avoided when writing the report. Even in a technical report, there should be restricted use of technical terms if it is to be presented to laymen.

3) Clarity and Completeness

The report must be straightforward, lucid, and comprehensive in every aspect. Ambiguity should be avoided at all costs. Clarity is achieved through the strategic and practical organization of information. Report writers should divide their report into short paragraphs with headings and insert other suitable signposts to enhance clarity. They should: 

• Approach their task systematically, 
• Clarify their purpose, 
• Define their sources, 
• State their findings and 
• Make necessary recommendations. 

A report should concisely convey the key points without unnecessary length, ensuring that the reader’s patience is not lost and ideas are not confused. Many times, people lack the time to read lengthy reports.

However, a report must also be complete. Sometimes, it is important to have a detailed discussion about the facts. A report is not an essay; therefore, points should be added to it.

5) Appearance

A report requires a visually appealing presentation and, whenever feasible, should be attention-grabbing. An effective report depends on the arrangement, organization, format, layout, typography, printing quality, and paper choice. Big companies often produce very attractive and colourful Annual Reports to showcase their achievements and financial performance.

6) Comprehensibility and Readability

Reports should be clear and straightforward for easy understanding. The style of presentation and the choice of words should be attractive to readers. The writer must present the facts in elegant and grammatically correct English so that the reader is compelled to read the report from beginning to end.

Only then does a report serve its purpose. A report written by different individuals on the same subject matter can vary depending on the intended audience.

7) Reliability

Reports should be reliable and should not create an erroneous impression in the minds of readers due to oversight or neglect. The facts presented in a report should be pertinent.

Every fact in a report must align with the central purpose, but it is also vital to ensure that all pertinent information is included.

Irrelevant facts can make a report confusing, and the exclusion of relevant facts can render it incomplete and likely to mislead.

Report writing should not incur unnecessary expenses. Cost-effective methods should be used to maintain a consistent level of quality when communicating the content.

9) Timelines

Reports can be valuable and practical when they reach the readers promptly. Any delay in the submission of reports renders the preparation of reports futile and sometimes obsolete.

10) Logical Content

The points mentioned in a report should be arranged in a step-by-step logical sequence and not haphazardly. Distinctive points should have self-explanatory headings and sub-headings. The scientific accuracy of facts is very essential for a report.

Planning is necessary before a report is prepared, as reports invariably lead to decision-making, and inaccurate facts may result in unsuccessful decisions.

Related Articles:

• nature of marketing
• difference between questionnaire and schedule
• features of marginal costing
• placement in hrm
• limitations of marginal costing
• nature of leadership
• difference between advertising and personal selling

A research report serves as a means of communicating research findings to the readers effectively.

• Clarity in Information
• Optimal Length
• Objective and Simple Language
• Clear Thinking and Logical Organization
• Engaging Style
• Clarity in Presentation
• Readability
• Best Composition Practices
• Inferences and Conclusions
• Proper References
• Attractive Appearance

i) Clarity in Information

A well-defined research report must define the what, why, who, whom, when, where, and how of the research study. It must help the readers to understand the focus of the information presented.

ii) Optimal Length

The report should strike a balance, being sufficiently brief and appropriately extended. It should cover the subject matter adequately while maintaining the reader’s interest.

iii) Objective and Simple Language

The report should be written in an objective style, employing simple language. Correctness, precision, and clarity should be prioritized, avoiding wordiness, indirection, and pompous language.

iv) Clear Thinking and Logical Organization

An excellent report integrates clear thinking, logical organization, and sound interpretation of the research findings.

v) Engaging Style

It should not be dull; instead, it should captivate and sustain the reader’s interest.

vi) Accuracy

Accuracy is paramount. The report must present facts objectively, eschewing exaggerations and superlatives.

vii) Clarity in Presentation

Presentation clarity is achieved through familiar words, unambiguous statements, and explicit definitions of new concepts or terms.

viii) Coherence

The logical flow of ideas and a coherent sequence of sentences contribute to a smooth continuity of thought.

ix) Readability

Even technical reports should be easily understandable. Translate technicalities into reader-friendly language.

x) Best Composition Practices

Follow best composition practices, ensuring readability through proper paragraphing, short sentences, and the use of illustrations, examples, section headings, charts, graphs, and diagrams.

xi) Inferences and Conclusions

Draw sound inferences and conclusions from statistical tables without repeating them in verbal form.

xii) Proper References

Footnote references should be correctly formatted, and the bibliography should be reasonably complete.

xiii) Attractive Appearance

The report should be visually appealing, maintaining a neat and clean appearance, whether typed or printed.

xiv) Error-Free

The report should be free from all types of mistakes, including language, factual, spelling, and calculation errors.

In striving for these qualities, the researcher enhances the overall quality of the report.

Research reports are of the following types:

• Technical Report
• Manuscripts for Journal Articles
• Thesis and Dissertations
• Other Types of Research Report

1) Technical Report

Technical reports are reports which contain detailed information about the research problem and its findings. These reports are typically subject to review by individuals interested in research methodology. Such reports include detailed descriptions of used methods for research design such as universe selection , sample preparation, designing questionnaire , identifying potential data sources, etc. These reports provide a complete description of every step, method, and tool used. When crafting technical reports, we assume that users possess knowledge of research methodology, which is why the language used in these reports is technical. Technical reports are valuable in situations where there is a need for statistical analysis of collected data. Researchers also employ it in conducting a series of research studies, where they can repetitively use the methodology.

2) Manuscripts for Journal Articles

When authors prepare a report with a particular layout or design for publishing in an academic or scientific journal, it becomes a “manuscript for journal articles”. Journal articles are a concise and complete presentation of a particular research study. While technical reports present a detailed description of all the activities in research, journal articles are known for presenting only a few critical areas or findings of a study. The readers or audience of journal articles include other researchers, management and executives, strategic analysts and the general public, interested in the topic.

In general, a manuscript for a journal article typically ranges from 10 to 30 pages in length. Sometimes there is a page or word limit for preparing the report. Authors primarily submit manuscripts for journal articles online, although they occasionally send paper copies through regular mail.

3) Thesis and Dissertations

Students working towards a Master’s, PhD, or another higher degree generally produce a thesis or dissertation, which is a form of research report. Like other normal research reports, the thesis or dissertation usually describes the design, tools or methods and results of the student’s research in detail.

These reports typically include a detailed section called the literature review, which encompasses relevant literature and previous studies on the topic. Firstly, the work or research of the student is analysed by a professional researcher or an expert in that particular research field, and then the thesis is written under the guidance of a professional supervisor. Dissertations and theses usually span approximately 120 to 300 pages in length.

Generally, the university or institution decides the length of the dissertation or thesis. A distinctive feature of a thesis or a dissertation is that it is quite economical, as it requires few printed and bound copies of the report. Sometimes electronic copies are required to be submitted along with the hard copy of the thesis or dissertations. Compact discs (CDs) are used to generate the electronic copy.

4) Other Types of Research Report

Along with the above-mentioned types, there are some other types of research reports, which are as follows:

• Popular Report
• Interim Report
• Summary Report
• Research Abstract

i) Popular Report

A popular report is prepared for the use of administrators, executives, or managers. It is simple and attractive in the form of a report. Clear and concise statements are used with less technical or statistical terms. Data representation is kept very simple through minimal use of graphs and charts. It has a different format than that of a technical one by liberally using margins and blank spaces. The style of writing a popular report is journalistic and precise. It is written to facilitate reading rapidly and comprehending quickly.

ii) Interim Report

An interim report is a kind of report which is prepared to show the sponsors, the progress of research work before the final presentation of the report. It is prepared when there is a certain time gap between the data collection and presentation. In this scenario, the completed portion of data analysis along with its findings is described in a particular interim report.

iii) Summary Report

This type of report is related to the interest of the general public. The findings of such a report are helpful for the decision making of general users. The language used for preparing a summary report is comprehensive and simple. The inclusion of numerous graphs and tables enhances the report’s overall clarity and comprehension. The main focus of this report is on the objectives, findings, and implications of the research issue.

iv) Research Abstract

The research abstract is a short presentation of the technical report. All the elements of a particular technical report, such as the research problem, objectives, sampling techniques, etc., are described in the research abstract but the description is concise and easy.

Research reports result from meticulous and deliberate work. Consequently, the preparation of the information can be delineated into the following key stages:

1) Logical Understanding and Subject Analysis: This stage involves a comprehensive grasp and analysis of the subject matter.

2) Planning/Designing the Final Outline: In this phase, the final outline of the report is meticulously planned and designed.

3) Write-Up/Preparation of Rough Draft: The report takes shape during this stage through the composition of a rough draft.

4) Polishing/Finalization of the Research Report: The final stage encompasses refining and polishing the report to achieve its ultimate form.

(adsbygoogle = window.adsbygoogle || []).push({});

Logical understanding and subject analysis.

This initial stage focuses on the subject’s development, which can be achieved through two approaches:

• Logical development and
• Chronological development

Logical development relies on mental connections and associations between different aspects facilitated by rational analysis. Typically, this involves progressing from simple to complex elements. In contrast, chronological development follows a sequence of time or events, with instructions or descriptions often adhering to chronological order.

Designing the Final Outline of the Research Report

This marks the second stage in report writing. Once the subject matter is comprehended, the subsequent step involves structuring the report, arranging its components, and outlining them. This stage is also referred to as the planning  and organization stage. While ideas may flow through the author’s mind, they must create a plan, sketch, or design. These are necessary for achieving a harmonious succession to become more accessible, and the author may be unsure where to commence or conclude. Effective communication of research results hinges not only on language but predominantly on the meticulous planning and organization of the report.

Preparation of the Rough Draft

The third stage involves the writing and drafting of the report. This phase is pivotal for the researcher as they translate their research study into written form, articulating what they have accomplished and how they intend to convey it.

The clarity in communication and reporting during this stage is influenced by several factors, including the audience, the technical complexity of the problem, the researcher’s grasp of facts and techniques, their proficiency in the language (communication skills), the completeness of notes and documentation, and the availability of analyzed results.

Depending on these factors, some authors may produce the report with just one or two drafts. In contrast, others, with less command over language and a lack of clarity about the problem and subject matter, may require more time and multiple drafts (first draft, second draft, third draft, fourth draft, etc.).

Finalization of the Research Report

This marks the last stage, potentially the most challenging phase in all formal writing. Constructing the structure is relatively easy, but refining and adding the finishing touches require considerable time. Consider, for instance, the construction of a house. The work progresses swiftly up to the roofing (structure) stage, but the final touches and completion demand a significant amount of time.

The rough draft, whether it is the second draft or the n th draft, must undergo rewriting and polishing to meet the requirements. The meticulous revision of the rough draft is what distinguishes a mediocre piece of writing from a good one. During the polishing and finalization phase, it is crucial to scrutinize the report for weaknesses in the logical development of the subject and the cohesion of its presentation. Additionally, attention should be given to the mechanics of writing, including language, usage, grammar, spelling, and punctuation.

Good research possesses certain characteristics, which are as follows:

• Empirical Basis
• Logical Approach
• Systematic Nature
• Replicability
• Validity and Verifiability
• Theory and Principle Development

1. Empirical Basis: It implies that any conclusion drawn is grounded in hardcore evidence collected from real-life experiences and observations. This foundation provides external validity to research results.

2. Logical Approach: Good research is logical, guided by the rules of reasoning and analytical processes of induction (general to specific) and deduction (particular to the public). Logical reasoning is integral to making research feasible and meaningful in decision-making.

3. Systematic Nature: Good research is systematic, which adheres to a structured set of rules, following specific steps in a defined sequence. Systematic research encourages creative thinking while avoiding reliance on guesswork and intuition to reach conclusions.

4. Replicability: Scientific research designs, procedures, and results should be replicable. This ensures that anyone apart from the original researcher can assess their validity. Researchers can use or replicate results obtained by others, making the procedures and outcomes of the research both replicable and transmittable.

5. Validity and Verifiability: Good research involves precise observation and accurate description. The researcher selects reliable and valid instruments for data collection, employing statistical measures to portray results accurately. The conclusions drawn are correct and verifiable by both the researcher and others.

6. Theory and Principle Development: It contributes to formulating theories and principles, aiding accurate predictions about the variables under study. By making sound generalizations based on observed samples, researchers extend their findings beyond immediate situations, objects, or groups, formulating generalizations or theories about these factors.

1. What are the key characteristics of research report?

You May Also Like:

Scope of Business Research 

Data Collection 

Questionnaire

Difference between questionnaire and schedule

Measurement

Data Processing 

Nature of Research

Leave a Comment Cancel Reply

Your email address will not be published. Required fields are marked *

Save my name, email, and website in this browser for the next time I comment.

• Skip to main content
• Skip to primary sidebar
• Skip to footer
• QuestionPro

• Solutions Industries Gaming Automotive Sports and events Education Government Travel & Hospitality Financial Services Healthcare Cannabis Technology Use Case NPS+ Communities Audience Contactless surveys Mobile LivePolls Member Experience GDPR Positive People Science 360 Feedback Surveys
• Resources Blog eBooks Survey Templates Case Studies Training Help center

Home Market Research

Research Reports: Definition and How to Write Them

Reports are usually spread across a vast horizon of topics but are focused on communicating information about a particular topic and a niche target market. The primary motive of research reports is to convey integral details about a study for marketers to consider while designing new strategies.

Certain events, facts, and other information based on incidents need to be relayed to the people in charge, and creating research reports is the most effective communication tool. Ideal research reports are extremely accurate in the offered information with a clear objective and conclusion. These reports should have a clean and structured format to relay information effectively.

What are Research Reports?

Research reports are recorded data prepared by researchers or statisticians after analyzing the information gathered by conducting organized research, typically in the form of surveys or qualitative methods .

A research report is a reliable source to recount details about a conducted research. It is most often considered to be a true testimony of all the work done to garner specificities of research.

The various sections of a research report are:

• Background/Introduction
• Implemented Methods
• Results based on Analysis
• Deliberation

Learn more: Quantitative Research

Components of Research Reports

Research is imperative for launching a new product/service or a new feature. The markets today are extremely volatile and competitive due to new entrants every day who may or may not provide effective products. An organization needs to make the right decisions at the right time to be relevant in such a market with updated products that suffice customer demands.

The details of a research report may change with the purpose of research but the main components of a report will remain constant. The research approach of the market researcher also influences the style of writing reports. Here are seven main components of a productive research report:

• Research Report Summary: The entire objective along with the overview of research are to be included in a summary which is a couple of paragraphs in length. All the multiple components of the research are explained in brief under the report summary.  It should be interesting enough to capture all the key elements of the report.
• Research Introduction: There always is a primary goal that the researcher is trying to achieve through a report. In the introduction section, he/she can cover answers related to this goal and establish a thesis which will be included to strive and answer it in detail.  This section should answer an integral question: “What is the current situation of the goal?”.  After the research design was conducted, did the organization conclude the goal successfully or they are still a work in progress –  provide such details in the introduction part of the research report.
• Research Methodology: This is the most important section of the report where all the important information lies. The readers can gain data for the topic along with analyzing the quality of provided content and the research can also be approved by other market researchers . Thus, this section needs to be highly informative with each aspect of research discussed in detail.  Information needs to be expressed in chronological order according to its priority and importance. Researchers should include references in case they gained information from existing techniques.
• Research Results: A short description of the results along with calculations conducted to achieve the goal will form this section of results. Usually, the exposition after data analysis is carried out in the discussion part of the report.

Learn more: Quantitative Data

• Research Discussion: The results are discussed in extreme detail in this section along with a comparative analysis of reports that could probably exist in the same domain. Any abnormality uncovered during research will be deliberated in the discussion section.  While writing research reports, the researcher will have to connect the dots on how the results will be applicable in the real world.
• Research References and Conclusion: Conclude all the research findings along with mentioning each and every author, article or any content piece from where references were taken.

Learn more: Qualitative Observation

15 Tips for Writing Research Reports

Writing research reports in the manner can lead to all the efforts going down the drain. Here are 15 tips for writing impactful research reports:

• Prepare the context before starting to write and start from the basics:  This was always taught to us in school – be well-prepared before taking a plunge into new topics. The order of survey questions might not be the ideal or most effective order for writing research reports. The idea is to start with a broader topic and work towards a more specific one and focus on a conclusion or support, which a research should support with the facts.  The most difficult thing to do in reporting, without a doubt is to start. Start with the title, the introduction, then document the first discoveries and continue from that. Once the marketers have the information well documented, they can write a general conclusion.
• Keep the target audience in mind while selecting a format that is clear, logical and obvious to them:  Will the research reports be presented to decision makers or other researchers? What are the general perceptions around that topic? This requires more care and diligence. A researcher will need a significant amount of information to start writing the research report. Be consistent with the wording, the numbering of the annexes and so on. Follow the approved format of the company for the delivery of research reports and demonstrate the integrity of the project with the objectives of the company.
• Have a clear research objective: A researcher should read the entire proposal again, and make sure that the data they provide contributes to the objectives that were raised from the beginning. Remember that speculations are for conversations, not for research reports, if a researcher speculates, they directly question their own research.
• Establish a working model:  Each study must have an internal logic, which will have to be established in the report and in the evidence. The researchers’ worst nightmare is to be required to write research reports and realize that key questions were not included.

Learn more: Quantitative Observation

• Gather all the information about the research topic. Who are the competitors of our customers? Talk to other researchers who have studied the subject of research, know the language of the industry. Misuse of the terms can discourage the readers of research reports from reading further.
• Read aloud while writing. While reading the report, if the researcher hears something inappropriate, for example, if they stumble over the words when reading them, surely the reader will too. If the researcher can’t put an idea in a single sentence, then it is very long and they must change it so that the idea is clear to everyone.
• Check grammar and spelling. Without a doubt, good practices help to understand the report. Use verbs in the present tense. Consider using the present tense, which makes the results sound more immediate. Find new words and other ways of saying things. Have fun with the language whenever possible.
• Discuss only the discoveries that are significant. If some data are not really significant, do not mention them. Remember that not everything is truly important or essential within research reports.

Learn more: Qualitative Data

• Try and stick to the survey questions. For example, do not say that the people surveyed “were worried” about an research issue , when there are different degrees of concern.
• The graphs must be clear enough so that they understand themselves. Do not let graphs lead the reader to make mistakes: give them a title, include the indications, the size of the sample, and the correct wording of the question.
• Be clear with messages. A researcher should always write every section of the report with an accuracy of details and language.
• Be creative with titles – Particularly in segmentation studies choose names “that give life to research”. Such names can survive for a long time after the initial investigation.
• Create an effective conclusion: The conclusion in the research reports is the most difficult to write, but it is an incredible opportunity to excel. Make a precise summary. Sometimes it helps to start the conclusion with something specific, then it describes the most important part of the study, and finally, it provides the implications of the conclusions.
• Get a couple more pair of eyes to read the report. Writers have trouble detecting their own mistakes. But they are responsible for what is presented. Ensure it has been approved by colleagues or friends before sending the find draft out.

Learn more: Market Research and Analysis

MORE LIKE THIS

Cannabis Industry Business Intelligence: Impact on Research

May 28, 2024

Top 10 Dynata Alternatives & Competitors

May 27, 2024

What Are My Employees Really Thinking? The Power of Open-ended Survey Analysis

May 24, 2024

I Am Disconnected – Tuesday CX Thoughts

May 21, 2024

Other categories

• Academic Research
• Artificial Intelligence
• Assessments
• Brand Awareness
• Case Studies
• Communities
• Consumer Insights
• Customer effort score
• Customer Engagement
• Customer Experience
• Customer Loyalty
• Customer Research
• Customer Satisfaction
• Employee Benefits
• Employee Engagement
• Employee Retention
• Friday Five
• General Data Protection Regulation
• Insights Hub
• Life@QuestionPro
• Market Research
• Mobile diaries
• Mobile Surveys
• New Features
• Online Communities
• Question Types
• Questionnaire
• QuestionPro Products
• Release Notes
• Research Tools and Apps
• Revenue at Risk
• Survey Templates
• Training Tips
• Uncategorized
• Video Learning Series
• What’s Coming Up
• Workforce Intelligence

Research report guide: Definition, types, and tips

Last updated

5 March 2024

Reviewed by

From successful product launches or software releases to planning major business decisions, research reports serve many vital functions. They can summarize evidence and deliver insights and recommendations to save companies time and resources. They can reveal the most value-adding actions a company should take.

However, poorly constructed reports can have the opposite effect! Taking the time to learn established research-reporting rules and approaches will equip you with in-demand skills. You’ll be able to capture and communicate information applicable to numerous situations and industries, adding another string to your resume bow.

• What are research reports?

A research report is a collection of contextual data, gathered through organized research, that provides new insights into a particular challenge (which, for this article, is business-related). Research reports are a time-tested method for distilling large amounts of data into a narrow band of focus.

Their effectiveness often hinges on whether the report provides:

Strong, well-researched evidence

Comprehensive analysis

Well-considered conclusions and recommendations

Though the topic possibilities are endless, an effective research report keeps a laser-like focus on the specific questions or objectives the researcher believes are key to achieving success. Many research reports begin as research proposals, which usually include the need for a report to capture the findings of the study and recommend a course of action.

A description of the research method used, e.g., qualitative, quantitative, or other

Statistical analysis

Causal (or explanatory) research (i.e., research identifying relationships between two variables)

Inductive research, also known as ‘theory-building’

Deductive research, such as that used to test theories

Action research, where the research is actively used to drive change

• Importance of a research report

Research reports can unify and direct a company's focus toward the most appropriate strategic action. Of course, spending resources on a report takes up some of the company's human and financial resources. Choosing when a report is called for is a matter of judgment and experience.

Some development models used heavily in the engineering world, such as Waterfall development, are notorious for over-relying on research reports. With Waterfall development, there is a linear progression through each step of a project, and each stage is precisely documented and reported on before moving to the next.

The pace of the business world is faster than the speed at which your authors can produce and disseminate reports. So how do companies strike the right balance between creating and acting on research reports?

The answer lies, again, in the report's defined objectives. By paring down your most pressing interests and those of your stakeholders, your research and reporting skills will be the lenses that keep your company's priorities in constant focus.

Honing your company's primary objectives can save significant amounts of time and align research and reporting efforts with ever-greater precision.

Some examples of well-designed research objectives are:

Proving whether or not a product or service meets customer expectations

Demonstrating the value of a service, product, or business process to your stakeholders and investors

Improving business decision-making when faced with a lack of time or other constraints

Clarifying the relationship between a critical cause and effect for problematic business processes

Prioritizing the development of a backlog of products or product features

Comparing business or production strategies

Evaluating past decisions and predicting future outcomes

• Features of a research report

Research reports generally require a research design phase, where the report author(s) determine the most important elements the report must contain.

Just as there are various kinds of research, there are many types of reports.

Here are the standard elements of almost any research-reporting format:

Report summary. A broad but comprehensive overview of what readers will learn in the full report. Summaries are usually no more than one or two paragraphs and address all key elements of the report. Think of the key takeaways your primary stakeholders will want to know if they don’t have time to read the full document.

Introduction. Include a brief background of the topic, the type of research, and the research sample. Consider the primary goal of the report, who is most affected, and how far along the company is in meeting its objectives.

Methods. A description of how the researcher carried out data collection, analysis, and final interpretations of the data. Include the reasons for choosing a particular method. The methods section should strike a balance between clearly presenting the approach taken to gather data and discussing how it is designed to achieve the report's objectives.

Data analysis. This section contains interpretations that lead readers through the results relevant to the report's thesis. If there were unexpected results, include here a discussion on why that might be. Charts, calculations, statistics, and other supporting information also belong here (or, if lengthy, as an appendix). This should be the most detailed section of the research report, with references for further study. Present the information in a logical order, whether chronologically or in order of importance to the report's objectives.

Conclusion. This should be written with sound reasoning, often containing useful recommendations. The conclusion must be backed by a continuous thread of logic throughout the report.

• How to write a research paper

With a clear outline and robust pool of research, a research paper can start to write itself, but what's a good way to start a research report?

Research report examples are often the quickest way to gain inspiration for your report. Look for the types of research reports most relevant to your industry and consider which makes the most sense for your data and goals.

The research report outline will help you organize the elements of your report. One of the most time-tested report outlines is the IMRaD structure:

Introduction

...and Discussion

Pay close attention to the most well-established research reporting format in your industry, and consider your tone and language from your audience's perspective. Learn the key terms inside and out; incorrect jargon could easily harm the perceived authority of your research paper.

Along with a foundation in high-quality research and razor-sharp analysis, the most effective research reports will also demonstrate well-developed:

Internal logic

Narrative flow

Conclusions and recommendations

Readability, striking a balance between simple phrasing and technical insight

How to gather research data for your report

The validity of research data is critical. Because the research phase usually occurs well before the writing phase, you normally have plenty of time to vet your data.

However, research reports could involve ongoing research, where report authors (sometimes the researchers themselves) write portions of the report alongside ongoing research.

One such research-report example would be an R&D department that knows its primary stakeholders are eager to learn about a lengthy work in progress and any potentially important outcomes.

However you choose to manage the research and reporting, your data must meet robust quality standards before you can rely on it. Vet any research with the following questions in mind:

Does it use statistically valid analysis methods?

Do the researchers clearly explain their research, analysis, and sampling methods?

Did the researchers provide any caveats or advice on how to interpret their data?

Have you gathered the data yourself or were you in close contact with those who did?

Is the source biased?

Usually, flawed research methods become more apparent the further you get through a research report.

It's perfectly natural for good research to raise new questions, but the reader should have no uncertainty about what the data represents. There should be no doubt about matters such as:

Whether the sampling or analysis methods were based on sound and consistent logic

What the research samples are and where they came from

The accuracy of any statistical functions or equations

Validation of testing and measuring processes

When does a report require design validation?

A robust design validation process is often a gold standard in highly technical research reports. Design validation ensures the objects of a study are measured accurately, which lends more weight to your report and makes it valuable to more specialized industries.

Product development and engineering projects are the most common research-report examples that typically involve a design validation process. Depending on the scope and complexity of your research, you might face additional steps to validate your data and research procedures.

If you’re including design validation in the report (or report proposal), explain and justify your data-collection processes. Good design validation builds greater trust in a research report and lends more weight to its conclusions.

Choosing the right analysis method

Just as the quality of your report depends on properly validated research, a useful conclusion requires the most contextually relevant analysis method. This means comparing different statistical methods and choosing the one that makes the most sense for your research.

Most broadly, research analysis comes down to quantitative or qualitative methods (respectively: measurable by a number vs subjectively qualified values). There are also mixed research methods, which bridge the need for merging hard data with qualified assessments and still reach a cohesive set of conclusions.

Some of the most common analysis methods in research reports include:

Significance testing (aka hypothesis analysis), which compares test and control groups to determine how likely the data was the result of random chance.

Regression analysis , to establish relationships between variables, control for extraneous variables , and support correlation analysis.

Correlation analysis (aka bivariate testing), a method to identify and determine the strength of linear relationships between variables. It’s effective for detecting patterns from complex data, but care must be exercised to not confuse correlation with causation.

With any analysis method, it's important to justify which method you chose in the report. You should also provide estimates of the statistical accuracy (e.g., the p-value or confidence level of quantifiable data) of any data analysis.

This requires a commitment to the report's primary aim. For instance, this may be achieving a certain level of customer satisfaction by analyzing the cause and effect of changes to how service is delivered. Even better, use statistical analysis to calculate which change is most positively correlated with improved levels of customer satisfaction.

• Tips for writing research reports

There's endless good advice for writing effective research reports, and it almost all depends on the subjective aims of the people behind the report. Due to the wide variety of research reports, the best tips will be unique to each author's purpose.

Consider the following research report tips in any order, and take note of the ones most relevant to you:

No matter how in depth or detailed your report might be, provide a well-considered, succinct summary. At the very least, give your readers a quick and effective way to get up to speed.

Pare down your target audience (e.g., other researchers, employees, laypersons, etc.), and adjust your voice for their background knowledge and interest levels

For all but the most open-ended research, clarify your objectives, both for yourself and within the report.

Leverage your team members’ talents to fill in any knowledge gaps you might have. Your team is only as good as the sum of its parts.

Justify why your research proposal’s topic will endure long enough to derive value from the finished report.

Consolidate all research and analysis functions onto a single user-friendly platform. There's no reason to settle for less than developer-grade tools suitable for non-developers.

What's the format of a research report?

The research-reporting format is how the report is structured—a framework the authors use to organize their data, conclusions, arguments, and recommendations. The format heavily determines how the report's outline develops, because the format dictates the overall structure and order of information (based on the report's goals and research objectives).

What's the purpose of a research-report outline?

A good report outline gives form and substance to the report's objectives, presenting the results in a readable, engaging way. For any research-report format, the outline should create momentum along a chain of logic that builds up to a conclusion or interpretation.

What's the difference between a research essay and a research report?

There are several key differences between research reports and essays:

Research report:

Ordered into separate sections

More commercial in nature

Often includes infographics

Heavily descriptive

More self-referential

Usually provides recommendations

Research essay

Does not rely on research report formatting

More academically minded

Normally text-only

Less detailed

Omits discussion of methods

Usually non-prescriptive 

Should you be using a customer insights hub?

Do you want to discover previous research faster?

Do you share your research findings with others?

Do you analyze research data?

Start for free today, add your research, and get to key insights faster

Editor’s picks

Last updated: 13 April 2023

Last updated: 14 February 2024

Last updated: 27 January 2024

Last updated: 18 April 2023

Last updated: 8 February 2023

Last updated: 23 January 2024

Last updated: 30 January 2024

Last updated: 7 February 2023

Last updated: 7 March 2023

Last updated: 18 May 2023

Last updated: 13 May 2024

Latest articles

Related topics, .css-je19u9{-webkit-align-items:flex-end;-webkit-box-align:flex-end;-ms-flex-align:flex-end;align-items:flex-end;display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;-webkit-box-flex-wrap:wrap;-webkit-flex-wrap:wrap;-ms-flex-wrap:wrap;flex-wrap:wrap;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;row-gap:0;text-align:center;max-width:671px;}@media (max-width: 1079px){.css-je19u9{max-width:400px;}.css-je19u9>span{white-space:pre;}}@media (max-width: 799px){.css-je19u9{max-width:400px;}.css-je19u9>span{white-space:pre;}} decide what to .css-1kiodld{max-height:56px;display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;}@media (max-width: 1079px){.css-1kiodld{display:none;}} build next, decide what to build next.

Users report unexpectedly high data usage, especially during streaming sessions.

Users find it hard to navigate from the home page to relevant playlists in the app.

It would be great to have a sleep timer feature, especially for bedtime listening.

I need better filters to find the songs or artists I’m looking for.

Log in or sign up

Get started for free

• Privacy Policy

Home » Research Report – Example, Writing Guide and Types

Research Report – Example, Writing Guide and Types

Table of Contents

Research Report

Definition:

Research Report is a written document that presents the results of a research project or study, including the research question, methodology, results, and conclusions, in a clear and objective manner.

The purpose of a research report is to communicate the findings of the research to the intended audience, which could be other researchers, stakeholders, or the general public.

Components of Research Report

Components of Research Report are as follows:

Introduction

The introduction sets the stage for the research report and provides a brief overview of the research question or problem being investigated. It should include a clear statement of the purpose of the study and its significance or relevance to the field of research. It may also provide background information or a literature review to help contextualize the research.

Literature Review

The literature review provides a critical analysis and synthesis of the existing research and scholarship relevant to the research question or problem. It should identify the gaps, inconsistencies, and contradictions in the literature and show how the current study addresses these issues. The literature review also establishes the theoretical framework or conceptual model that guides the research.

Methodology

The methodology section describes the research design, methods, and procedures used to collect and analyze data. It should include information on the sample or participants, data collection instruments, data collection procedures, and data analysis techniques. The methodology should be clear and detailed enough to allow other researchers to replicate the study.

The results section presents the findings of the study in a clear and objective manner. It should provide a detailed description of the data and statistics used to answer the research question or test the hypothesis. Tables, graphs, and figures may be included to help visualize the data and illustrate the key findings.

The discussion section interprets the results of the study and explains their significance or relevance to the research question or problem. It should also compare the current findings with those of previous studies and identify the implications for future research or practice. The discussion should be based on the results presented in the previous section and should avoid speculation or unfounded conclusions.

The conclusion summarizes the key findings of the study and restates the main argument or thesis presented in the introduction. It should also provide a brief overview of the contributions of the study to the field of research and the implications for practice or policy.

The references section lists all the sources cited in the research report, following a specific citation style, such as APA or MLA.

The appendices section includes any additional material, such as data tables, figures, or instruments used in the study, that could not be included in the main text due to space limitations.

Types of Research Report

Types of Research Report are as follows:

Thesis is a type of research report. A thesis is a long-form research document that presents the findings and conclusions of an original research study conducted by a student as part of a graduate or postgraduate program. It is typically written by a student pursuing a higher degree, such as a Master’s or Doctoral degree, although it can also be written by researchers or scholars in other fields.

Research Paper

Research paper is a type of research report. A research paper is a document that presents the results of a research study or investigation. Research papers can be written in a variety of fields, including science, social science, humanities, and business. They typically follow a standard format that includes an introduction, literature review, methodology, results, discussion, and conclusion sections.

Technical Report

A technical report is a detailed report that provides information about a specific technical or scientific problem or project. Technical reports are often used in engineering, science, and other technical fields to document research and development work.

Progress Report

A progress report provides an update on the progress of a research project or program over a specific period of time. Progress reports are typically used to communicate the status of a project to stakeholders, funders, or project managers.

Feasibility Report

A feasibility report assesses the feasibility of a proposed project or plan, providing an analysis of the potential risks, benefits, and costs associated with the project. Feasibility reports are often used in business, engineering, and other fields to determine the viability of a project before it is undertaken.

Field Report

A field report documents observations and findings from fieldwork, which is research conducted in the natural environment or setting. Field reports are often used in anthropology, ecology, and other social and natural sciences.

Experimental Report

An experimental report documents the results of a scientific experiment, including the hypothesis, methods, results, and conclusions. Experimental reports are often used in biology, chemistry, and other sciences to communicate the results of laboratory experiments.

Case Study Report

A case study report provides an in-depth analysis of a specific case or situation, often used in psychology, social work, and other fields to document and understand complex cases or phenomena.

Literature Review Report

A literature review report synthesizes and summarizes existing research on a specific topic, providing an overview of the current state of knowledge on the subject. Literature review reports are often used in social sciences, education, and other fields to identify gaps in the literature and guide future research.

Research Report Example

Following is a Research Report Example sample for Students:

Title: The Impact of Social Media on Academic Performance among High School Students

This study aims to investigate the relationship between social media use and academic performance among high school students. The study utilized a quantitative research design, which involved a survey questionnaire administered to a sample of 200 high school students. The findings indicate that there is a negative correlation between social media use and academic performance, suggesting that excessive social media use can lead to poor academic performance among high school students. The results of this study have important implications for educators, parents, and policymakers, as they highlight the need for strategies that can help students balance their social media use and academic responsibilities.

Introduction:

Social media has become an integral part of the lives of high school students. With the widespread use of social media platforms such as Facebook, Twitter, Instagram, and Snapchat, students can connect with friends, share photos and videos, and engage in discussions on a range of topics. While social media offers many benefits, concerns have been raised about its impact on academic performance. Many studies have found a negative correlation between social media use and academic performance among high school students (Kirschner & Karpinski, 2010; Paul, Baker, & Cochran, 2012).

Given the growing importance of social media in the lives of high school students, it is important to investigate its impact on academic performance. This study aims to address this gap by examining the relationship between social media use and academic performance among high school students.

Methodology:

The study utilized a quantitative research design, which involved a survey questionnaire administered to a sample of 200 high school students. The questionnaire was developed based on previous studies and was designed to measure the frequency and duration of social media use, as well as academic performance.

The participants were selected using a convenience sampling technique, and the survey questionnaire was distributed in the classroom during regular school hours. The data collected were analyzed using descriptive statistics and correlation analysis.

The findings indicate that the majority of high school students use social media platforms on a daily basis, with Facebook being the most popular platform. The results also show a negative correlation between social media use and academic performance, suggesting that excessive social media use can lead to poor academic performance among high school students.

Discussion:

The results of this study have important implications for educators, parents, and policymakers. The negative correlation between social media use and academic performance suggests that strategies should be put in place to help students balance their social media use and academic responsibilities. For example, educators could incorporate social media into their teaching strategies to engage students and enhance learning. Parents could limit their children’s social media use and encourage them to prioritize their academic responsibilities. Policymakers could develop guidelines and policies to regulate social media use among high school students.

Conclusion:

In conclusion, this study provides evidence of the negative impact of social media on academic performance among high school students. The findings highlight the need for strategies that can help students balance their social media use and academic responsibilities. Further research is needed to explore the specific mechanisms by which social media use affects academic performance and to develop effective strategies for addressing this issue.

Limitations:

One limitation of this study is the use of convenience sampling, which limits the generalizability of the findings to other populations. Future studies should use random sampling techniques to increase the representativeness of the sample. Another limitation is the use of self-reported measures, which may be subject to social desirability bias. Future studies could use objective measures of social media use and academic performance, such as tracking software and school records.

Implications:

The findings of this study have important implications for educators, parents, and policymakers. Educators could incorporate social media into their teaching strategies to engage students and enhance learning. For example, teachers could use social media platforms to share relevant educational resources and facilitate online discussions. Parents could limit their children’s social media use and encourage them to prioritize their academic responsibilities. They could also engage in open communication with their children to understand their social media use and its impact on their academic performance. Policymakers could develop guidelines and policies to regulate social media use among high school students. For example, schools could implement social media policies that restrict access during class time and encourage responsible use.

References:

• Kirschner, P. A., & Karpinski, A. C. (2010). Facebook® and academic performance. Computers in Human Behavior, 26(6), 1237-1245.
• Paul, J. A., Baker, H. M., & Cochran, J. D. (2012). Effect of online social networking on student academic performance. Journal of the Research Center for Educational Technology, 8(1), 1-19.
• Pantic, I. (2014). Online social networking and mental health. Cyberpsychology, Behavior, and Social Networking, 17(10), 652-657.
• Rosen, L. D., Carrier, L. M., & Cheever, N. A. (2013). Facebook and texting made me do it: Media-induced task-switching while studying. Computers in Human Behavior, 29(3), 948-958.

Note*: Above mention, Example is just a sample for the students’ guide. Do not directly copy and paste as your College or University assignment. Kindly do some research and Write your own.

Applications of Research Report

Research reports have many applications, including:

• Communicating research findings: The primary application of a research report is to communicate the results of a study to other researchers, stakeholders, or the general public. The report serves as a way to share new knowledge, insights, and discoveries with others in the field.
• Informing policy and practice : Research reports can inform policy and practice by providing evidence-based recommendations for decision-makers. For example, a research report on the effectiveness of a new drug could inform regulatory agencies in their decision-making process.
• Supporting further research: Research reports can provide a foundation for further research in a particular area. Other researchers may use the findings and methodology of a report to develop new research questions or to build on existing research.
• Evaluating programs and interventions : Research reports can be used to evaluate the effectiveness of programs and interventions in achieving their intended outcomes. For example, a research report on a new educational program could provide evidence of its impact on student performance.
• Demonstrating impact : Research reports can be used to demonstrate the impact of research funding or to evaluate the success of research projects. By presenting the findings and outcomes of a study, research reports can show the value of research to funders and stakeholders.
• Enhancing professional development : Research reports can be used to enhance professional development by providing a source of information and learning for researchers and practitioners in a particular field. For example, a research report on a new teaching methodology could provide insights and ideas for educators to incorporate into their own practice.

How to write Research Report

Here are some steps you can follow to write a research report:

• Identify the research question: The first step in writing a research report is to identify your research question. This will help you focus your research and organize your findings.
• Conduct research : Once you have identified your research question, you will need to conduct research to gather relevant data and information. This can involve conducting experiments, reviewing literature, or analyzing data.
• Organize your findings: Once you have gathered all of your data, you will need to organize your findings in a way that is clear and understandable. This can involve creating tables, graphs, or charts to illustrate your results.
• Write the report: Once you have organized your findings, you can begin writing the report. Start with an introduction that provides background information and explains the purpose of your research. Next, provide a detailed description of your research methods and findings. Finally, summarize your results and draw conclusions based on your findings.
• Proofread and edit: After you have written your report, be sure to proofread and edit it carefully. Check for grammar and spelling errors, and make sure that your report is well-organized and easy to read.
• Include a reference list: Be sure to include a list of references that you used in your research. This will give credit to your sources and allow readers to further explore the topic if they choose.
• Format your report: Finally, format your report according to the guidelines provided by your instructor or organization. This may include formatting requirements for headings, margins, fonts, and spacing.

Purpose of Research Report

The purpose of a research report is to communicate the results of a research study to a specific audience, such as peers in the same field, stakeholders, or the general public. The report provides a detailed description of the research methods, findings, and conclusions.

Some common purposes of a research report include:

• Sharing knowledge: A research report allows researchers to share their findings and knowledge with others in their field. This helps to advance the field and improve the understanding of a particular topic.
• Identifying trends: A research report can identify trends and patterns in data, which can help guide future research and inform decision-making.
• Addressing problems: A research report can provide insights into problems or issues and suggest solutions or recommendations for addressing them.
• Evaluating programs or interventions : A research report can evaluate the effectiveness of programs or interventions, which can inform decision-making about whether to continue, modify, or discontinue them.
• Meeting regulatory requirements: In some fields, research reports are required to meet regulatory requirements, such as in the case of drug trials or environmental impact studies.

When to Write Research Report

A research report should be written after completing the research study. This includes collecting data, analyzing the results, and drawing conclusions based on the findings. Once the research is complete, the report should be written in a timely manner while the information is still fresh in the researcher’s mind.

In academic settings, research reports are often required as part of coursework or as part of a thesis or dissertation. In this case, the report should be written according to the guidelines provided by the instructor or institution.

In other settings, such as in industry or government, research reports may be required to inform decision-making or to comply with regulatory requirements. In these cases, the report should be written as soon as possible after the research is completed in order to inform decision-making in a timely manner.

Overall, the timing of when to write a research report depends on the purpose of the research, the expectations of the audience, and any regulatory requirements that need to be met. However, it is important to complete the report in a timely manner while the information is still fresh in the researcher’s mind.

Characteristics of Research Report

There are several characteristics of a research report that distinguish it from other types of writing. These characteristics include:

• Objective: A research report should be written in an objective and unbiased manner. It should present the facts and findings of the research study without any personal opinions or biases.
• Systematic: A research report should be written in a systematic manner. It should follow a clear and logical structure, and the information should be presented in a way that is easy to understand and follow.
• Detailed: A research report should be detailed and comprehensive. It should provide a thorough description of the research methods, results, and conclusions.
• Accurate : A research report should be accurate and based on sound research methods. The findings and conclusions should be supported by data and evidence.
• Organized: A research report should be well-organized. It should include headings and subheadings to help the reader navigate the report and understand the main points.
• Clear and concise: A research report should be written in clear and concise language. The information should be presented in a way that is easy to understand, and unnecessary jargon should be avoided.
• Citations and references: A research report should include citations and references to support the findings and conclusions. This helps to give credit to other researchers and to provide readers with the opportunity to further explore the topic.

Advantages of Research Report

Research reports have several advantages, including:

• Communicating research findings: Research reports allow researchers to communicate their findings to a wider audience, including other researchers, stakeholders, and the general public. This helps to disseminate knowledge and advance the understanding of a particular topic.
• Providing evidence for decision-making : Research reports can provide evidence to inform decision-making, such as in the case of policy-making, program planning, or product development. The findings and conclusions can help guide decisions and improve outcomes.
• Supporting further research: Research reports can provide a foundation for further research on a particular topic. Other researchers can build on the findings and conclusions of the report, which can lead to further discoveries and advancements in the field.
• Demonstrating expertise: Research reports can demonstrate the expertise of the researchers and their ability to conduct rigorous and high-quality research. This can be important for securing funding, promotions, and other professional opportunities.
• Meeting regulatory requirements: In some fields, research reports are required to meet regulatory requirements, such as in the case of drug trials or environmental impact studies. Producing a high-quality research report can help ensure compliance with these requirements.

Limitations of Research Report

Despite their advantages, research reports also have some limitations, including:

• Time-consuming: Conducting research and writing a report can be a time-consuming process, particularly for large-scale studies. This can limit the frequency and speed of producing research reports.
• Expensive: Conducting research and producing a report can be expensive, particularly for studies that require specialized equipment, personnel, or data. This can limit the scope and feasibility of some research studies.
• Limited generalizability: Research studies often focus on a specific population or context, which can limit the generalizability of the findings to other populations or contexts.
• Potential bias : Researchers may have biases or conflicts of interest that can influence the findings and conclusions of the research study. Additionally, participants may also have biases or may not be representative of the larger population, which can limit the validity and reliability of the findings.
• Accessibility: Research reports may be written in technical or academic language, which can limit their accessibility to a wider audience. Additionally, some research may be behind paywalls or require specialized access, which can limit the ability of others to read and use the findings.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

You may also like

Data Collection – Methods Types and Examples

Delimitations in Research – Types, Examples and...

Research Process – Steps, Examples and Tips

Research Design – Types, Methods and Examples

Institutional Review Board – Application Sample...

Evaluating Research – Process, Examples and...

• Academic Skills
• Reading, writing and referencing

Research reports

This resource will help you identify the common elements and basic format of a research report.

Research reports generally follow a similar structure and have common elements, each with a particular purpose. Learn more about each of these elements below.

Common elements of reports

Your title should be brief, topic-specific, and informative, clearly indicating the purpose and scope of your study. Include key words in your title so that search engines can easily access your work. For example:  Measurement of water around Station Pier.

An abstract is a concise summary that helps readers to quickly assess the content and direction of your paper. It should be brief, written in a single paragraph and cover: the scope and purpose of your report; an overview of methodology; a summary of the main findings or results; principal conclusions or significance of the findings; and recommendations made.

The information in the abstract must be presented in the same order as it is in your report. The abstract is usually written last when you have developed your arguments and synthesised the results.

The introduction creates the context for your research. It should provide sufficient background to allow the reader to understand and evaluate your study without needing to refer to previous publications. After reading the introduction your reader should understand exactly what your research is about, what you plan to do, why you are undertaking this research and which methods you have used. Introductions generally include:

• The rationale for the present study. Why are you interested in this topic? Why is this topic worth investigating?
• Key terms and definitions.
• An outline of the research questions and hypotheses; the assumptions or propositions that your research will test.

Not all research reports have a separate literature review section. In shorter research reports, the review is usually part of the Introduction.

A literature review is a critical survey of recent relevant research in a particular field. The review should be a selection of carefully organised, focused and relevant literature that develops a narrative ‘story’ about your topic. Your review should answer key questions about the literature:

• What is the current state of knowledge on the topic?
• What differences in approaches / methodologies are there?
• Where are the strengths and weaknesses of the research?
• What further research is needed? The review may identify a gap in the literature which provides a rationale for your study and supports your research questions and methodology.

The review is not just a summary of all you have read. Rather, it must develop an argument or a point of view that supports your chosen methodology and research questions.

The purpose of this section is to detail how you conducted your research so that others can understand and replicate your approach.

You need to briefly describe the subjects (if appropriate), any equipment or materials used and the approach taken. If the research method or method of data analysis is commonly used within your field of study, then simply reference the procedure. If, however, your methods are new or controversial then you need to describe them in more detail and provide a rationale for your approach. The methodology is written in the past tense and should be as concise as possible.

This section is a concise, factual summary of your findings, listed under headings appropriate to your research questions. It’s common to use tables and graphics. Raw data or details about the method of statistical analysis used should be included in the Appendices.

Present your results in a consistent manner. For example, if you present the first group of results as percentages, it will be confusing for the reader and difficult to make comparisons of data if later results are presented as fractions or as decimal values.

In general, you won’t discuss your results here. Any analysis of your results usually occurs in the Discussion section.

Notes on visual data representation:

• Graphs and tables may be used to reveal trends in your data, but they must be explained and referred to in adjacent accompanying text.
• Figures and tables do not simply repeat information given in the text: they summarise, amplify or complement it.
• Graphs are always referred to as ‘Figures’, and both axes must be clearly labelled.
• Tables must be numbered, and they must be able to stand-alone or make sense without your reader needing to read all of the accompanying text.

The Discussion responds to the hypothesis or research question. This section is where you interpret your results, account for your findings and explain their significance within the context of other research. Consider the adequacy of your sampling techniques, the scope and long-term implications of your study, any problems with data collection or analysis and any assumptions on which your study was based. This is also the place to discuss any disappointing results and address limitations.

Checklist for the discussion

• To what extent was each hypothesis supported?
• To what extent are your findings validated or supported by other research?
• Were there unexpected variables that affected your results?
• On reflection, was your research method appropriate?
• Can you account for any differences between your results and other studies?

Conclusions in research reports are generally fairly short and should follow on naturally from points raised in the Discussion. In this section you should discuss the significance of your findings. To what extent and in what ways are your findings useful or conclusive? Is further research required? If so, based on your research experience, what suggestions could you make about improvements to the scope or methodology of future studies?

Also, consider the practical implications of your results and any recommendations you could make. For example, if your research is on reading strategies in the primary school classroom, what are the implications of your results for the classroom teacher? What recommendations could you make for teachers?

A Reference List contains all the resources you have cited in your work, while a Bibliography is a wider list containing all the resources you have consulted (but not necessarily cited) in the preparation of your work. It is important to check which of these is required, and the preferred format, style of references and presentation requirements of your own department.

Appendices (singular ‘Appendix’) provide supporting material to your project. Examples of such materials include:

• Relevant letters to participants and organisations (e.g. regarding the ethics or conduct of the project).
• Background reports.
• Detailed calculations.

Different types of data are presented in separate appendices. Each appendix must be titled, labelled with a number or letter, and referred to in the body of the report.

Appendices are placed at the end of a report, and the contents are generally not included in the word count.

Fi nal ti p

While there are many common elements to research reports, it’s always best to double check the exact requirements for your task. You may find that you don’t need some sections, can combine others or have specific requirements about referencing, formatting or word limits.

Looking for one-on-one advice?

Get tailored advice from an Academic Skills Adviser by booking an Individual appointment, or get quick feedback from one of our Academic Writing Mentors via email through our Writing advice service.

Go to Student appointments

How to produce a research report

A research report is a document in which a researcher presents the results of an original study. In the past, research reports were published as PDFs. But as you will see from the examples in this guide, the best research reports today are published as highly visual, interactive web pages.

Indeed — over the last five years, we’ve seen an explosion of research reports and white papers from businesses and NGOs.

Take, for example, this recent report on Green Mortgages from IMLA, made with the assistance of digital agency Rostrum. It’s a beautifully designed report, rich with infographics and data visualisations .

The biggest SaaS companies are also investing in reports, including Slack , Twilio , and Atlassian .

It's not only businesses publishing reports. The white paper below, from the Publishers Association, dives into an initiative on the future role of artificial intelligence in the publishing industry.

Join the BBC, Penguin, and the University of Cambridge. Craft stunning, interactive web content with Shorthand. Publish your first story for free — no code or web design skills required. Sign up now.

What is a research report?

A research report is an in-depth document that contains the results of a research project. It includes information about the research topic, the research question, the methodology used to collect data from respondents, the results of the research, and the conclusion of the researcher.

The report also includes information about the funding source or partnerships for the project, if applicable. The purpose of a research report is to communicate the findings of research studies to a wider audience. The report should be clear, concise, and well-organised so that readers can easily understand the information presented.

Many research reports are formally structured, with headings and — for PDFs — page numbers,

As mentioned above, research reports have traditionally been published as PDFs , but are increasingly moving to interactive content .

The rise of the research report

Why are these organisations investing in research reports and white papers? 

Most of these teams aren’t filled with scientists or academics, and their readers aren’t usually trawling research databases for help with their work. 

The reason is — let’s be blunt — most content published on the web underwhelms. 

Even on the most well-attended blogs, organic traffic and dwell-time generally remains flat. CTAs are stubbornly un-clicked. The common fate of most content is to gather dust almost immediately after publication. 

There are many reasons for this. Search has clearly become much more competitive. It’s difficult for most organisations to get their ordinary blog content ranked anywhere near the first page.

Social media, too, has long been a ‘pay-to-play’ environment, with only extremely brave (or foolish) content teams banking on their posts going viral.

The move to quality over quantity

To meet these challenges, the most successful content teams have committed to producing high-quality content. Rather than pumping out content-for-content’s-sake — which, to be frank, few humans actually want to read — these teams produce content that helps, informs, and delights their readers.

High quality content takes a range of forms, including ebooks, longform content , all-encompassing ‘skyscraper’ guides, and feature stories . It's often highly visual, immersive, and multimedia, and can include elements like audio, video, and interactive infographics .

Because this content is produced to genuinely help the reader, it’s much more likely to be read, shared, and — critically for SEO — linked. Readers tend to stay on the page for longer, another key metric for SEO. They’re also more likely to click calls-to-action.

This is borne out by our customers at Shorthand. After nine months using Shorthand as an investment in producing high quality content, Imperial College London’s feature stories saw 142% higher average unique pageviews and 50% higher average time on page.

Honda, too, saw the average site dwell time increase by 85% after transitioning to publishing immersive, high quality digital stories (again, built with Shorthand).

Clearly, quality content gets better results. But it isn’t easy to make. It requires investment, dedication, and clear goals. 

In this guide, we focus on one of the best-performing genres of quality content — the research report, which has become the not-so-secret weapon for the world’s leading content teams.  

What should a research report include? 

For most organisations, research reports will sit somewhere between marketing and academia. 

On the one hand, they need to be as rigorous, scientific, and statistically literate as any published research paper. There's no point — and real reputational risk — in publishing a sloppy, factually inaccurate report.

On the other hand, most research reports outside of academia are published to support sales and marketing efforts. For some companies, such as market research firms, these reports  are  the product itself. Research reports need to be beautifully produced, clearly written, and have clear takeaways for the reader.

But unlike academia, there's also no one-size-fits-all structure. With that in mind, here are some common sections to keep in mind when writing a research report. 

Navigation . For print reports and PDFs, it's common to include a table of contents after the title page. But if you're producing your report natively for the web — which we highly recommend — then it's worth giving your reader a way to jump back and forth. At Shorthand, we make it simple to create a custom top navigation, which allows readers to easily browse through longer content. 

Introduction section . For research reports, your introduction is a good opportunity to outline the scope of your work; note your research questions, research design, and research methods; establish context and significance; and add any background information you think might be relevant.

Literature review . These take a specific form in academic research, but outside of academia, it might pay to show some awareness of other research that has been conducted in your space. 

Research Methodology . Again, this doesn't need to have all the rigour of an academic journal article. But to establish credibility, it pays to outline how you produced and analysed the qualitative or quantitative data at the heart of your report. For example, if you collected your data from an online questionnaire, it pays to point this out. 

Research findings . The most important part of your report will be your results section, covering of your findings. As we discuss below, for quantitative research, this section should be rich with data visualisations and infographics . This will likely be the most compelling part of the report for your readers. 

Discussion section . This is where you can contextualise the results, and offer an argument about the significance of the data. In many research reports for brands, this section and the 'research findings' sections are merged.

Conclusion. This is where you can pull the various threads of your research report together. This will also allow you to carefully advance an argument about the significance of the research, and what it suggests about the future.

Craft stunning, interactive research reports with Shorthand. Publish your first story for free — no code or web design skills required. Sign up now.

Trust the process

More than any other genre of content, research reports require consistent — and persistent — project management. Unlike blog posts or case studies, a research report can't be turned around in a week or two.

This can be daunting for teams that haven't published research before — and daunting projects have a way of getting postponed.

As with any large project, the best thing to do is create a realistic plan. This plan will need to include all the different stakeholders — including writers, designers, and management — and factor in their likely contribution. Part of this will involve taking a realistic look at their future commitments. 

Plan time for data collection, drafting, data visualisation, design, editing , and writing. This will all take longer than you think.

Once you've established your plan — and once it's been signed off by all relevant stakeholders — stick to it. Trust it. Try not to deviate too much from the process.

Produce fresh data

Data is the core of any research report. It will be the stuff that gets quoted and highlighted, and it will be what earns your report any backlinks or extra addition. 

Without fresh data, your report is just another bunch of unsupported assertions — and there’s more than enough of those on the web already.

The way you get fresh data will depend on what exactly you’re researching. You might be analysing usage patterns in software. You might be interviewing your customers or a professional cohort. 

It could be anything — but whatever it is, make sure it’s fresh and unique to your report. 

If you're looking for more examples and inspiration, check out our guide on how to get started with data storytelling , as well as our post on  8 examples of powerful data stories .

Don't cut corners with the data

(or anything else).

Odds are, your research report isn’t going to be peer reviewed, and it won’t be published in a scientific journal. But this doesn't give you an excuse to cut corners. 

A research report is a form of ‘anchor’ content. It is specifically produced to earn attention for your brand. 

But attention can swing both ways. If people notice mistakes or major errors in your report, then this will impact the reputation of your organisation.

What are the most common mistakes for research reports? 

The most common areas where research reports fall down are in data collection, data analysis, and data visualisation. Make sure you have someone sufficiently numerate to double-check your process and results. 

Establish the reputation of your brand

A research report is an invaluable way to establish your brand as a leader in your field. This is important for SEO and engagement. But it’s also important for the buying process — whatever it is your organisation is trying to sell.

Simply put, potential leads are much more likely to take action with organisations that they trust. This is true for businesses — but it is also true for NGOs, universities, and government agencies.

You can read more in our guide to brand storytelling .

The most effective research reports are presented as a neutral interpretation of data — without any embellishment or sales flourishes.

Ideally, you want your readers to engage with your report as an accurate representation of the world. You want them to trust it — and trust you. Anything that betrays your agenda will weaken this trust, and make the report less effective.

Obviously, your report isn’t neutral. It’s an investment in a piece of content. And, like all content you publish, you have an end goal in mind. 

But, done well, a professionally produced report will accomplish those goals — including better engagement, reputational gain, and lead generation — without you needing to aggressively sell your product or service.

Visualise your data

After collecting data and analysing your findings, you need to consider your data visualisations. This includes any relevant charts, graphs, and maps. 

Your data visualisations will be the centrepiece of your report. They will likely be the parts of your report that readers skip to. They’re also likely to be the information readers retain and share. 

With this in mind, they're worth doing right. There are many different data visualisation tools out there, and there's no single best approach. 

Read more about data visualisation in our guide to effective data journalism .

Some reports will benefit from a chart or map that readers can click and interrogate in the browser. Others will benefit from scroll-based animation, as used in this story from the Council of the European Union.

One constant across the best research reports on the web, though, is the use of interactive data visualisation. While it was common in the past to use static images of charts and graphs — usually recycling visual assets used in the PDF version of the report — this approach is gradually being supplanted by more advanced techniques. 

Some of these data visualisation techniques will require web design and developer resource. Others — like Shorthand itself — will be easier to use out-of-the-box. 

PDFs are an extraordinarily common method of publishing research reports — even today. Indeed, some organisations publish their reports as ‘PDF-first,’ with any web publication treated as a poor cousin.

This is the wrong approach. And with the rise of new web technologies and more powerful web browsers, it’s also extremely outdated. For better results, we recommend producing reports first and foremost for the web. 

Web-based reports have many distinct advantages over the PDF, including:

• They can be read on all screen sizes, including phones. No pinching or zooming required. 
• They can be easily indexed and optimised for search. 
• They can include interactive data visualisations and animations, video, and high resolution images. Even the most beautiful PDF can't compete with a visually-immersive digital story.
• They are easier to share. A high-resolution PDF is simply too clunky to share on all channels (including social media).

If you want you to read more about the problems with the PDF, check out our guide on why the PDF is falling out of favour .

Get inspired by the best

With the rise of digital storytelling platforms, the calibre of published research reports on the web has improved markedly. That means that there are plenty of excellent reports to check out for inspiration. 

At Shorthand, we’ve collected some of the best reports — including thought-leadership reports, annual reports for businesses and NGOs, and original research — in our collection of featured stories .

Publish your first story free with Shorthand

Craft sumptuous content at speed. No code required.

Uncomplicated Reviews of Educational Research Methods

• Writing a Research Report

.pdf version of this page

This review covers the basic elements of a research report. This is a general guide for what you will see in journal articles or dissertations. This format assumes a mixed methods study, but you can leave out either quantitative or qualitative sections if you only used a single methodology.

This review is divided into sections for easy reference. There are five MAJOR parts of a Research Report:

1.    Introduction 2.    Review of Literature 3.    Methods 4.    Results 5.    Discussion

As a general guide, the Introduction, Review of Literature, and Methods should be about 1/3 of your paper, Discussion 1/3, then Results 1/3.

Section 1 : Cover Sheet (APA format cover sheet) optional, if required.

Section 2: Abstract (a basic summary of the report, including sample, treatment, design, results, and implications) (≤ 150 words) optional, if required.

Section 3 : Introduction (1-3 paragraphs) •    Basic introduction •    Supportive statistics (can be from periodicals) •    Statement of Purpose •    Statement of Significance

Section 4 : Research question(s) or hypotheses •    An overall research question (optional) •    A quantitative-based (hypotheses) •    A qualitative-based (research questions) Note: You will generally have more than one, especially if using hypotheses.

Section 5: Review of Literature ▪    Should be organized by subheadings ▪    Should adequately support your study using supporting, related, and/or refuting evidence ▪    Is a synthesis, not a collection of individual summaries

Section 6: Methods ▪    Procedure: Describe data gathering or participant recruitment, including IRB approval ▪    Sample: Describe the sample or dataset, including basic demographics ▪    Setting: Describe the setting, if applicable (generally only in qualitative designs) ▪    Treatment: If applicable, describe, in detail, how you implemented the treatment ▪    Instrument: Describe, in detail, how you implemented the instrument; Describe the reliability and validity associated with the instrument ▪    Data Analysis: Describe type of procedure (t-test, interviews, etc.) and software (if used)

Section 7: Results ▪    Restate Research Question 1 (Quantitative) ▪    Describe results ▪    Restate Research Question 2 (Qualitative) ▪    Describe results

Section 8: Discussion ▪    Restate Overall Research Question ▪    Describe how the results, when taken together, answer the overall question ▪    ***Describe how the results confirm or contrast the literature you reviewed

Section 9: Recommendations (if applicable, generally related to practice)

Section 10: Limitations ▪    Discuss, in several sentences, the limitations of this study. ▪    Research Design (overall, then info about the limitations of each separately) ▪    Sample ▪    Instrument/s ▪    Other limitations

Section 11: Conclusion (A brief closing summary)

Section 12: References (APA format)

Share this:

About research rundowns.

Research Rundowns was made possible by support from the Dewar College of Education at Valdosta State University .

• Experimental Design
• What is Educational Research?
• Writing Research Questions
• Mixed Methods Research Designs
• Qualitative Coding & Analysis
• Qualitative Research Design
• Correlation
• Effect Size
• Instrument, Validity, Reliability
• Mean & Standard Deviation
• Significance Testing (t-tests)
• Steps 1-4: Finding Research
• Steps 5-6: Analyzing & Organizing
• Steps 7-9: Citing & Writing

Blog at WordPress.com.

• Already have a WordPress.com account? Log in now.
• Subscribe Subscribed
• Copy shortlink
• Report this content
• View post in Reader
• Manage subscriptions
• Collapse this bar

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

Section 1- Evidence-based practice (EBP)

Chapter 6: Components of a Research Report

Components of a research report.

Partido, B.B.

Elements of  research report

The research report contains four main areas:

• Introduction – What is the issue? What is known? What is not known? What are you trying to find out? This sections ends with the purpose and specific aims of the study.
• Methods – The recipe for the study. If someone wanted to perform the same study, what information would they need? How will you answer your research question? This part usually contains subheadings: Participants, Instruments, Procedures, Data Analysis,
• Results – What was found? This is organized by specific aims and provides the results of the statistical analysis.
• Discussion – How do the results fit in with the existing  literature? What were the limitations and areas of future research?

Formalized Curiosity for Knowledge and Innovation Copyright © by partido1. All Rights Reserved.

• Research Report
• Post last modified: 11 January 2022
• Reading time: 25 mins read
• Post category: Research Methodology

What is Research Report?

Research reporting is the oral or written presentation of the findings in such detail and form as to be readily understood and assessed by the society, economy or particularly by the researchers.

As earlier said that it is the final stage of the research process and its purpose is to convey to interested persons the whole result of the study. Report writing is common to both academic and managerial situations. In academics, a research report is prepared for comprehensive and application-oriented learning. In businesses or organisations, reports are used for the basis of decision making.

Table of Content

• 1 What is Research Report?
• 2 Research Report Definition
• 3.1 Preliminary Part
• 3.2 Introduction of the Report
• 3.3 Review of Literature
• 3.4 The Research Methodology
• 3.5 Results
• 3.6 Concluding Remarks
• 3.7 Bibliography
• 4 Significance of Report Writing
• 5 Qualities of Good Report
• 6.1 Analysis of the subject matter
• 6.2 Research outline
• 6.3 Preparation of rough draft
• 6.4 Rewriting and polishing
• 6.5 Writing the final draft
• 7 Precautions for Writing Research Reports
• 8.1.1 Technical Report
• 8.1.2 Popular Report
• 8.2.1 Written Report
• 8.2.2 Oral Report

Research Report Definition

According to C. A. Brown , “A report is a communication from someone who has information to someone who wants to use that information.”

According to Goode and Hatt , “The preparation of report is the final stage of research, and it’s purpose is to convey to the interested persons the whole result of the study, in sufficient detail and so arranged as to enable each reader to comprehend the data and to determine for himself the validity of the conclusions.”

It is clear from the above definitions of a research report, it is a brief account of the problem of investigation, the justification of its selection and the procedure of analysis and interpretation. It is only a summary of the entire research proceedings.

In other words, it can be defined as written documents, which presents information in a specialized and concise manner.

Contents of Research Report

Although no hard and fast rules can be laid down, the report must contain the following points.

• Acknowledgement
• Table of contents
• List of tables
• List of graphs
• Introduction
• Background of the research study
• Statement of the problem
• Brief outline of the chapters
• Books review
• Review of articles published in books, journals, periodicals, etc
• Review of articles published in leading newspapers
• Working papers / discusssion paper / study reports
• Articles on authorised websites
• A broad conclusion and indications for further research
• The theoretical framework (variables)
• Model / hypothesis
• Instruments for data collection
• Data collection
• Pilot study
• Processing of data
• Hypothesis / model testing
• Data analysis and interpretation
• Tables and figures
• Conclusions
• Shortcomings
• Suggestions to the problems
• Direction for further research

Preliminary Part

The preliminary part may have seven major components – cover, title, preface, acknowledgement, table of contents, list of tables, list of graphs. Long reports presented in book form have a cover made up of a card sheet. The cover contains title of the research report, the authority to whom the report is submitted, name of the author, etc.

The preface introduces the report to the readers. It gives a very brief introduction of the report. In the acknowledgements author mention names of persons and organisations that have extended co-operation and helped in the various stages of research. Table of contents is essential. It gives the title and page number of each chapter.

Introduction of the Report

The introduction of the research report should clearly and logically bring out the background of the problem addressed in the research. The purpose of the introduction is to introduce the research project to the readers. A clear statement of the problem with specific questions to be answered is presented in the introduction. It contains a brief outline of the chapters.

Review of Literature

The third section reviews the important literature related to the study. A comprehensive review of the research literature referred to must be made. Previous research studies and the important writings in the area under study should be reviewed. Review of literature is helpful to provide a background for the development of the present study.

The researcher may review concerned books, articles published in edited books, journals and periodicals. Researcher may also take review of articles published in leading newspapers. A researcher should study working papers/discussion papers/study reports. It is essential for a broad conclusion and indications for further research.

The Research Methodology

Research methodology is an integral part of the research. It should clearly indicate the universe and the selection of samples, techniques of data collection, analysis and interpretation, statistical techniques, etc.

Results contain pilot study, processing of data, hypothesis/model testing, data analysis and interpretation, tables and figures, etc. This is the heart of the research report. If a pilot study is planned to be used, it’s purpose should be given in the research methodology.

The collected data and the information should be edited, coded, tabulated and analysed with a view to arriving at a valid and authentic conclusion. Tables and figures are used to clarify the significant relationship. The results obtained through tables, graphs should be critically interpreted.

Concluding Remarks

The concluding remarks should discuss the results obtained in the earlier sections, as well as their usefulness and implications. It contains findings, conclusions, shortcomings, suggestions to the problem and direction for future research. Findings are statements of factual information based upon the data analysis.

Conclusions must clearly explain whether the hypothesis have been established and rejected. This part requires great expertise and preciseness. A report should also refer to the limitations of the applicability of the research inferences. It is essential to suggest the theoretical, practical and policy implications of the research. The suggestions should be supported by scientific and logical arguments. The future direction of research based on the work completed should also be outlined.

Bibliography

The bibliography is an alphabetic list of books, journal articles, reports, etc, published or unpublished, read, referred to, examined by the researcher in preparing the report. The bibliography should follow standard formats for books, journal articles, research reports.

The end of the research report may consist of appendices, listed in respect of all technical data. Appendices are for the purpose of providing detailed data or information that would be too cumbersome within the main body of the research report.

Significance of Report Writing

Report writing is an important communication medium in organisations. The most crucial findings might have come out through a research report. Report is common to academics and managers also. Reports are used for comprehensive and application oriented learning in academics. In organisations, reports are used for the basis of decision making. The importance of report writing can be discussed as under.

Through research reports, a manager or an executive can quickly get an idea of a current scenario which improves his information base for making sound decisions affecting future operations of the company or enterprise. The research report acts as a means of communication of various research findings to the interested parties, organisations and general public.

Good report writing play, a significant role of conveying unknown facts about the phenomenon to the concerned parties. This may provide new insights and new opportunities to the people. Research report plays a key role in making effective decisions in marketing, production, banking, materials, human resource development and government also. Good report writing is used for economic planning and optimum utilisation of resources for the development of a nation.

Report writing facilitates the validation of generalisation. A research report is an end product of research. As earlier said that report writing provides useful information in arriving at rational decisions that may reform the business and society. The findings, conclusions, suggestions and recommendations are useful to academicians, scholars and policymakers. Report writing provides reference material for further research in the same or similar areas of research to the concerned parties.

While preparing a research report, a researcher should take some proper precautions. Report writing should be simple, lucid and systematic. Report writing should be written speedily without interrupting the continuity of thought. The report writing should sustain the interest of readers.

Qualities of Good Report

Report writing is a highly skilled job. It is a process of analysing, understanding and consolidating the findings and projecting a meaningful view of the phenomenon studied. A good report writing is essential for effective communication.

Following are the essential qualities of good report:

• A research report is essentially a scientific documentation. It should have a suggestive title, headings and sub-headings, paragraphs arranged in a logical sequence.
• Good research report should include everything that is relevant and exclude everything that is irrelevant. It means that it should contain the facts rather than opinion.
• The language of the report should be simple and unambiguous. It means that it should be free from biases of the researchers derived from the past experience. Confusion, pretentiousness and pomposity should be carefully guarded against. It means that the language of the report should be simple, employing appropriate words, idioms and expressions.
• The report must be free from grammatical mistakes. It must be grammatically accurate. Faulty construction of sentences makes the meaning of the narrative obscure and ambiguous.
• The report has to take into consideration two facts. Firstly, for whom the report is meant and secondly, what is his level of knowledge. The report has to look to the subject matter of the report and the fact as to the level of knowledge of the person for whom it is meant. Because all reports are not meant for research scholars.

Steps in Writing Research Report

Report writing is a time consuming and expensive exercise. Therefore, reports have to be very sharply focused in purpose content and readership. There is no single universally acceptable method of writing a research report.

Following are the general steps in writing a research report:

Analysis of the subject matter

Research outline, preparation of rough draft, rewriting and polishing, writing the final draft.

This is the first and important step in writing a research report. It is concerned with the development of a subject. Subject matter should be written in a clear, logical and concise manner. The style adopted should be open, straightforward and dignified and folk style language should be avoided.

The data, the reliability and validity of the results of the statistical analysis should be in the form of tables, figures and equations. All redundancy in the data or results presented should be eliminated.

The research outline is an organisational framework prepared by the researcher well in advance. It is an aid to logical organisation of material and a reminder of the points to be stressed in the report. In the process of writing, if need be, outline may be revised accordingly.

Time and place of the study, scope and limitations of the study, study design, summary of pilot study, methods of data collection, analysis interpretation, etc., may be included in a research outline.

Having prepared the primary and secondary data, the researcher has to prepare a rough draft. While preparing the rough draft, the researcher should keep the objectives of the research in mind, and focus on one objective at a time. The researcher should make a checklist of the important points that are necessary to be covered in the manuscript. A researcher should use dictionary and relevant reference materials as and when required.

This is an important step in writing a research report. It takes more time than a rough draft. While rewriting and polishing, a researcher should check the report for weakness in logical development or presentation. He should take breaks in between rewriting and polishing since this gives the time to incubate the ideas.

The last and important step is writing the final draft. The language of the report should be simple, employing appropriate words and expressions and should avoid vague expressions such as ‘it seems’ and ‘there may be’ etc.

It should not used personal pronouns, such as I, We, My, Us, etc and should substitute these by such expressions as a researcher, investigator, etc. Before the final drafting of the report, it is advisable that the researcher should prepare a first draft for critical considerations and possible improvements. It will be helpful in writing the final draft. Finally, the report should be logically outlined with the future directions of the research based on the work completed.

Precautions for Writing Research Reports

A research report is a means of conveying the research study to a specific target audience. The following precautions should be taken while preparing a research report:

• Its hould belong enough to cover the subject and short enough to preserve interest.
• It should not be dull and complicated.
• It should be simple, without the usage of abstract terms and technical jargons.
• It should offer ready availability of findings with the help of charts, tables and graphs, as readers prefer quick knowledge of main findings.
• The layout of the report should be in accordance with the objectives of the research study.
• There should be no grammatical errors and writing should adhere to the techniques of report writing in case of quotations, footnotes and documentations.
• It should be original, intellectual and contribute to the solution of a problem or add knowledge to the concerned field.
• Appendices should been listed with respect to all the technical data in the report.
• It should be attractive, neat and clean, whether handwritten or typed.
• The report writer should refrain from confusing the possessive form of the word ‘it’ is with ‘it’s.’ The accurate possessive form of ‘it is’ is ‘its.’ The use of ‘it’s’ is the contractive form of ‘it is.
• A report should not have contractions. Examples are ‘didn’t’ or ‘it’s.’ In report writing, it is best to use the non-contractive form. Therefore, the examples would be replaced by ‘did not’ and ‘it is.’ Using ‘Figure’ instead of ‘Fig.’ and ‘Table’ instead of ‘Tab.’ will spare the reader of having to translate the abbreviations, while reading. If abbreviations are used, use them consistently throughout the report. For example, do not switch among ‘versus,’ and ‘vs’.
• It is advisable to avoid using the word ‘very’ and other such words that try to embellish a description. They do not add any extra meaning and, therefore, should be dropped.
• Repetition hampers lucidity. Report writers must avoid repeating the same word more than once within a sentence.
• When you use the word ‘this’ or ‘these’ make sure you indicate to what you are referring. This reduces the ambiguity in your writing and helps to tie sentences together.
• Do not use the word ‘they’ to refer to a singular person. You can either rewrite the sentence to avoid needing such a reference or use the singular ‘he or she.’

Types of Research Report

Research reports are designed in order to convey and record the information that will be of practical use to the reader. It is organized into distinct units of specific and highly visible information. The kind of audience addressed in the research report decides the type of report.

Research reports can be categorized on the following basis:

Classification on the Basis of Information

Classification on the basis of representation.

Following are the ways through which the results of the research report can be presented on the basis of information contained:

Technical Report

A technical report is written for other researchers. In writing the technical reports, the importance is mainly given to the methods that have been used to collect the information and data, the presumptions that are made and finally, the various presentation techniques that are used to present the findings and data.

Following are main features of a technical report:

• Summary: It covers a brief analysis of the findings of the research in a very few pages. 
• Nature: It contains the reasons for which the research is undertaken, the analysis and the data that is required in order to prepare a report. 
• Methods employed: It contains a description of the methods that were employed in order to collect the data. 
• Data: It covers a brief analysis of the various sources from which the data has been collected with their features and drawbacks 
• Analysis of data and presentation of the findings: It contains the various forms through which the data that has been analysed can be presented. 
• Conclusions: It contains a brief explanation of findings of the research. 
• Bibliography: It contains a detailed analysis of the various bibliographies that have been used in order to conduct a research. 
• Technical appendices: It contains the appendices for the technical matters and for questionnaires and mathematical derivations. 
• Index: The index of the technical report must be provided at the end of the report.

Popular Report

A popular report is formulated when there is a need to draw conclusions of the findings of the research report. One of the main points of consideration that should be kept in mind while formulating a research report is that it must be simple and attractive. It must be written in a very simple manner that is understandable to all. It must also be made attractive by using large prints, various sub-headings and by giving cartoons occasionally.

Following are the main points that must be kept in mind while preparing a popular report:

• Findings and their implications : While preparing a popular report, main importance is given to the findings of the information and the conclusions that can be drawn out of these findings.
• Recommendations for action : If there are any deviations in the report then recommendations are made for taking corrective action in order to rectify the errors.
• Objective of the study : In a popular report, the specific objective for which the research has been undertaken is presented.
• Methods employed : The report must contain the various methods that has been employed in order to conduct a research.
• Results : The results of the research findings must be presented in a suitable and appropriate manner by taking the help of charts and diagrams.
• Technical appendices : The report must contain an in-depth information used to collect the data in the form of appendices.

Following are the ways through which the results of the research report can be presented on the basis of representation:

• Writtenreport
• Oral report

Written Report

A written report plays a vital role in every business operation. The manner in which an organization writes business letters and business reports creates an impression of its standard. Therefore, the organization should emphasize on the improvement of the writing skills of the employees in order to maintain effective relations with their customers.

Writing effective written reports requires a lot of hard work. Therefore, before you begin writing, it is important to know the objective, i.e., the purpose of writing, collection and organization of required data.

Oral Report

At times, oral presentation of the results that are drawn out of research is considered effective, particularly in cases where policy recommendations are to be made. This approach proves beneficial because it provides a medium of interaction between a listener and a speaker. This leads to a better understanding of the findings and their implications.

However, the main drawback of oral presentation is the lack of any permanent records related to the research. Oral presentation of the report is also effective when it is supported with various visual devices, such as slides, wall charts and whiteboards that help in better understanding of the research reports.

Business Ethics

( Click on Topic to Read )

• What is Ethics?
• What is Business Ethics?
• Values, Norms, Beliefs and Standards in Business Ethics
• Indian Ethos in Management
• Ethical Issues in Marketing
• Ethical Issues in HRM
• Ethical Issues in IT
• Ethical Issues in Production and Operations Management
• Ethical Issues in Finance and Accounting
• What is Corporate Governance?
• What is Ownership Concentration?
• What is Ownership Composition?
• Types of Companies in India
• Internal Corporate Governance
• External Corporate Governance
• Corporate Governance in India
• What is Enterprise Risk Management (ERM)?
• What is Assessment of Risk?
• What is Risk Register?
• Risk Management Committee

Corporate social responsibility (CSR)

• Theories of CSR
• Arguments Against CSR
• Business Case for CSR
• Importance of CSR in India
• Drivers of Corporate Social Responsibility
• Developing a CSR Strategy
• Implement CSR Commitments
• CSR Marketplace
• CSR at Workplace
• Environmental CSR
• CSR with Communities and in Supply Chain
• Community Interventions
• CSR Monitoring
• CSR Reporting
• Voluntary Codes in CSR
• What is Corporate Ethics?

Lean Six Sigma

• What is Six Sigma?
• What is Lean Six Sigma?
• Value and Waste in Lean Six Sigma
• Six Sigma Team
• MAIC Six Sigma
• Six Sigma in Supply Chains
• What is Binomial, Poisson, Normal Distribution?
• What is Sigma Level?
• What is DMAIC in Six Sigma?
• What is DMADV in Six Sigma?
• Six Sigma Project Charter
• Project Decomposition in Six Sigma
• Critical to Quality (CTQ) Six Sigma
• Process Mapping Six Sigma
• Flowchart and SIPOC
• Gage Repeatability and Reproducibility
• Statistical Diagram
• Lean Techniques for Optimisation Flow
• Failure Modes and Effects Analysis (FMEA)
• What is Process Audits?
• Six Sigma Implementation at Ford
• IBM Uses Six Sigma to Drive Behaviour Change
• Research Methodology
• What is Research?
• What is Hypothesis?

Sampling Method

• Research Methods
• Data Collection in Research
• Methods of Collecting Data
• Application of Business Research

Levels of Measurement

• What is Sampling?
• Hypothesis Testing
• What is Management?
• Planning in Management
• Decision Making in Management
• What is Controlling?
• What is Coordination?
• What is Staffing?
• Organization Structure
• What is Departmentation?
• Span of Control
• What is Authority?
• Centralization vs Decentralization
• Organizing in Management
• Schools of Management Thought
• Classical Management Approach
• Is Management an Art or Science?
• Who is a Manager?

Operations Research

• What is Operations Research?
• Operation Research Models
• Linear Programming
• Linear Programming Graphic Solution
• Linear Programming Simplex Method
• Linear Programming Artificial Variable Technique
• Duality in Linear Programming
• Transportation Problem Initial Basic Feasible Solution
• Transportation Problem Finding Optimal Solution
• Project Network Analysis with Critical Path Method
• Project Network Analysis Methods
• Project Evaluation and Review Technique (PERT)
• Simulation in Operation Research
• Replacement Models in Operation Research

Operation Management

• What is Strategy?
• What is Operations Strategy?
• Operations Competitive Dimensions
• Operations Strategy Formulation Process
• What is Strategic Fit?
• Strategic Design Process
• Focused Operations Strategy
• Corporate Level Strategy
• Expansion Strategies
• Stability Strategies
• Retrenchment Strategies
• Competitive Advantage
• Strategic Choice and Strategic Alternatives
• What is Production Process?
• What is Process Technology?
• What is Process Improvement?
• Strategic Capacity Management
• Production and Logistics Strategy
• Taxonomy of Supply Chain Strategies
• Factors Considered in Supply Chain Planning
• Operational and Strategic Issues in Global Logistics
• Logistics Outsourcing Strategy
• What is Supply Chain Mapping?
• Supply Chain Process Restructuring
• Points of Differentiation
• Re-engineering Improvement in SCM
• What is Supply Chain Drivers?
• Supply Chain Operations Reference (SCOR) Model
• Customer Service and Cost Trade Off
• Internal and External Performance Measures
• Linking Supply Chain and Business Performance
• Netflix’s Niche Focused Strategy
• Disney and Pixar Merger
• Process Planning at Mcdonald’s

Service Operations Management

• What is Service?
• What is Service Operations Management?
• What is Service Design?
• Service Design Process
• Service Delivery
• What is Service Quality?
• Gap Model of Service Quality
• Juran Trilogy
• Service Performance Measurement
• Service Decoupling
• IT Service Operation
• Service Operations Management in Different Sector

Procurement Management

• What is Procurement Management?
• Procurement Negotiation
• Types of Requisition
• RFX in Procurement
• What is Purchasing Cycle?
• Vendor Managed Inventory
• Internal Conflict During Purchasing Operation
• Spend Analysis in Procurement
• Sourcing in Procurement
• Supplier Evaluation and Selection in Procurement
• Blacklisting of Suppliers in Procurement
• Total Cost of Ownership in Procurement
• Incoterms in Procurement
• Documents Used in International Procurement
• Transportation and Logistics Strategy
• What is Capital Equipment?
• Procurement Process of Capital Equipment
• Acquisition of Technology in Procurement
• What is E-Procurement?
• E-marketplace and Online Catalogues
• Fixed Price and Cost Reimbursement Contracts
• Contract Cancellation in Procurement
• Ethics in Procurement
• Legal Aspects of Procurement
• Global Sourcing in Procurement
• Intermediaries and Countertrade in Procurement

Strategic Management

• What is Strategic Management?
• What is Value Chain Analysis?
• Mission Statement
• Business Level Strategy
• What is SWOT Analysis?
• What is Competitive Advantage?
• What is Vision?
• What is Ansoff Matrix?
• Prahalad and Gary Hammel
• Strategic Management In Global Environment
• Competitor Analysis Framework
• Competitive Rivalry Analysis
• Competitive Dynamics
• What is Competitive Rivalry?
• Five Competitive Forces That Shape Strategy
• What is PESTLE Analysis?
• Fragmentation and Consolidation Of Industries
• What is Technology Life Cycle?
• What is Diversification Strategy?
• What is Corporate Restructuring Strategy?
• Resources and Capabilities of Organization
• Role of Leaders In Functional-Level Strategic Management
• Functional Structure In Functional Level Strategy Formulation
• Information And Control System
• What is Strategy Gap Analysis?
• Issues In Strategy Implementation
• Matrix Organizational Structure
• What is Strategic Management Process?

Supply Chain

• What is Supply Chain Management?
• Supply Chain Planning and Measuring Strategy Performance
• What is Warehousing?
• What is Packaging?
• What is Inventory Management?
• What is Material Handling?
• What is Order Picking?
• Receiving and Dispatch, Processes
• What is Warehouse Design?
• What is Warehousing Costs?

You Might Also Like

What is research design features, components, what is sampling need, advantages, limitations, types of hypotheses, what is sample size determination, formula, determining,, what is experiments variables, types, lab, field, data processing in research, sampling process and characteristics of good sample design, what is causal research advantages, disadvantages, how to perform, types of charts used in data analysis, what is questionnaire design characteristics, types, don’t, leave a reply cancel reply.

You must be logged in to post a comment.

World's Best Online Courses at One Place

We’ve spent the time in finding, so you can spend your time in learning

Digital Marketing

Personal growth.

Development

• school Campus Bookshelves
• menu_book Bookshelves
• perm_media Learning Objects
• login Login
• how_to_reg Request Instructor Account
• hub Instructor Commons

Margin Size

• Download Page (PDF)
• Download Full Book (PDF)
• Periodic Table
• Physics Constants
• Scientific Calculator
• Reference & Cite
• Tools expand_more
• Readability

selected template will load here

This action is not available.

4.1: Common Types of Research Reports and Documents

• Last updated
• Save as PDF
• Page ID 175389

\( \newcommand{\vecs}[1]{\overset { \scriptstyle \rightharpoonup} {\mathbf{#1}} } \)

\( \newcommand{\vecd}[1]{\overset{-\!-\!\rightharpoonup}{\vphantom{a}\smash {#1}}} \)

\( \newcommand{\id}{\mathrm{id}}\) \( \newcommand{\Span}{\mathrm{span}}\)

( \newcommand{\kernel}{\mathrm{null}\,}\) \( \newcommand{\range}{\mathrm{range}\,}\)

\( \newcommand{\RealPart}{\mathrm{Re}}\) \( \newcommand{\ImaginaryPart}{\mathrm{Im}}\)

\( \newcommand{\Argument}{\mathrm{Arg}}\) \( \newcommand{\norm}[1]{\| #1 \|}\)

\( \newcommand{\inner}[2]{\langle #1, #2 \rangle}\)

\( \newcommand{\Span}{\mathrm{span}}\)

\( \newcommand{\id}{\mathrm{id}}\)

\( \newcommand{\kernel}{\mathrm{null}\,}\)

\( \newcommand{\range}{\mathrm{range}\,}\)

\( \newcommand{\RealPart}{\mathrm{Re}}\)

\( \newcommand{\ImaginaryPart}{\mathrm{Im}}\)

\( \newcommand{\Argument}{\mathrm{Arg}}\)

\( \newcommand{\norm}[1]{\| #1 \|}\)

\( \newcommand{\Span}{\mathrm{span}}\) \( \newcommand{\AA}{\unicode[.8,0]{x212B}}\)

\( \newcommand{\vectorA}[1]{\vec{#1}}      % arrow\)

\( \newcommand{\vectorAt}[1]{\vec{\text{#1}}}      % arrow\)

\( \newcommand{\vectorB}[1]{\overset { \scriptstyle \rightharpoonup} {\mathbf{#1}} } \)

\( \newcommand{\vectorC}[1]{\textbf{#1}} \)

\( \newcommand{\vectorD}[1]{\overrightarrow{#1}} \)

\( \newcommand{\vectorDt}[1]{\overrightarrow{\text{#1}}} \)

\( \newcommand{\vectE}[1]{\overset{-\!-\!\rightharpoonup}{\vphantom{a}\smash{\mathbf {#1}}}} \)

Common Types of Research Reports & Documents

Research is central to most work in STEM fields and you may often be required to conduct various types of research as part of your professional life. Lab reports, recommendation reports, proposals, and white papers are just some of the professional documents that rely on research. These are the kinds of documents that can help organizations make decisions, solicit new clients and contracts, and communicate with the public.

For more information on these common types of professional correspondence, see the Workplace Communications chapter.

• USC Libraries
• Research Guides

Organizing Your Social Sciences Research Paper

• Types of Research Designs
• Purpose of Guide
• Design Flaws to Avoid
• Independent and Dependent Variables
• Glossary of Research Terms
• Reading Research Effectively
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
• Academic Writing Style
• Applying Critical Thinking
• Choosing a Title
• Making an Outline
• Paragraph Development
• Research Process Video Series
• Executive Summary
• The C.A.R.S. Model
• Background Information
• The Research Problem/Question
• Theoretical Framework
• Citation Tracking
• Content Alert Services
• Evaluating Sources
• Primary Sources
• Secondary Sources
• Tiertiary Sources
• Scholarly vs. Popular Publications
• Qualitative Methods
• Quantitative Methods
• Insiderness
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Writing Concisely
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Generative AI and Writing
• USC Libraries Tutorials and Other Guides
• Bibliography

Introduction

Before beginning your paper, you need to decide how you plan to design the study .

The research design refers to the overall strategy and analytical approach that you have chosen in order to integrate, in a coherent and logical way, the different components of the study, thus ensuring that the research problem will be thoroughly investigated. It constitutes the blueprint for the collection, measurement, and interpretation of information and data. Note that the research problem determines the type of design you choose, not the other way around!

De Vaus, D. A. Research Design in Social Research . London: SAGE, 2001; Trochim, William M.K. Research Methods Knowledge Base. 2006.

General Structure and Writing Style

The function of a research design is to ensure that the evidence obtained enables you to effectively address the research problem logically and as unambiguously as possible . In social sciences research, obtaining information relevant to the research problem generally entails specifying the type of evidence needed to test the underlying assumptions of a theory, to evaluate a program, or to accurately describe and assess meaning related to an observable phenomenon.

With this in mind, a common mistake made by researchers is that they begin their investigations before they have thought critically about what information is required to address the research problem. Without attending to these design issues beforehand, the overall research problem will not be adequately addressed and any conclusions drawn will run the risk of being weak and unconvincing. As a consequence, the overall validity of the study will be undermined.

The length and complexity of describing the research design in your paper can vary considerably, but any well-developed description will achieve the following :

• Identify the research problem clearly and justify its selection, particularly in relation to any valid alternative designs that could have been used,
• Review and synthesize previously published literature associated with the research problem,
• Clearly and explicitly specify hypotheses [i.e., research questions] central to the problem,
• Effectively describe the information and/or data which will be necessary for an adequate testing of the hypotheses and explain how such information and/or data will be obtained, and
• Describe the methods of analysis to be applied to the data in determining whether or not the hypotheses are true or false.

The research design is usually incorporated into the introduction of your paper . You can obtain an overall sense of what to do by reviewing studies that have utilized the same research design [e.g., using a case study approach]. This can help you develop an outline to follow for your own paper.

NOTE: Use the SAGE Research Methods Online and Cases and the SAGE Research Methods Videos databases to search for scholarly resources on how to apply specific research designs and methods . The Research Methods Online database contains links to more than 175,000 pages of SAGE publisher's book, journal, and reference content on quantitative, qualitative, and mixed research methodologies. Also included is a collection of case studies of social research projects that can be used to help you better understand abstract or complex methodological concepts. The Research Methods Videos database contains hours of tutorials, interviews, video case studies, and mini-documentaries covering the entire research process.

Creswell, John W. and J. David Creswell. Research Design: Qualitative, Quantitative, and Mixed Methods Approaches . 5th edition. Thousand Oaks, CA: Sage, 2018; De Vaus, D. A. Research Design in Social Research . London: SAGE, 2001; Gorard, Stephen. Research Design: Creating Robust Approaches for the Social Sciences . Thousand Oaks, CA: Sage, 2013; Leedy, Paul D. and Jeanne Ellis Ormrod. Practical Research: Planning and Design . Tenth edition. Boston, MA: Pearson, 2013; Vogt, W. Paul, Dianna C. Gardner, and Lynne M. Haeffele. When to Use What Research Design . New York: Guilford, 2012.

Action Research Design

Definition and Purpose

The essentials of action research design follow a characteristic cycle whereby initially an exploratory stance is adopted, where an understanding of a problem is developed and plans are made for some form of interventionary strategy. Then the intervention is carried out [the "action" in action research] during which time, pertinent observations are collected in various forms. The new interventional strategies are carried out, and this cyclic process repeats, continuing until a sufficient understanding of [or a valid implementation solution for] the problem is achieved. The protocol is iterative or cyclical in nature and is intended to foster deeper understanding of a given situation, starting with conceptualizing and particularizing the problem and moving through several interventions and evaluations.

What do these studies tell you ?

• This is a collaborative and adaptive research design that lends itself to use in work or community situations.
• Design focuses on pragmatic and solution-driven research outcomes rather than testing theories.
• When practitioners use action research, it has the potential to increase the amount they learn consciously from their experience; the action research cycle can be regarded as a learning cycle.
• Action research studies often have direct and obvious relevance to improving practice and advocating for change.
• There are no hidden controls or preemption of direction by the researcher.

What these studies don't tell you ?

• It is harder to do than conducting conventional research because the researcher takes on responsibilities of advocating for change as well as for researching the topic.
• Action research is much harder to write up because it is less likely that you can use a standard format to report your findings effectively [i.e., data is often in the form of stories or observation].
• Personal over-involvement of the researcher may bias research results.
• The cyclic nature of action research to achieve its twin outcomes of action [e.g. change] and research [e.g. understanding] is time-consuming and complex to conduct.
• Advocating for change usually requires buy-in from study participants.

Coghlan, David and Mary Brydon-Miller. The Sage Encyclopedia of Action Research . Thousand Oaks, CA:  Sage, 2014; Efron, Sara Efrat and Ruth Ravid. Action Research in Education: A Practical Guide . New York: Guilford, 2013; Gall, Meredith. Educational Research: An Introduction . Chapter 18, Action Research. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007; Gorard, Stephen. Research Design: Creating Robust Approaches for the Social Sciences . Thousand Oaks, CA: Sage, 2013; Kemmis, Stephen and Robin McTaggart. “Participatory Action Research.” In Handbook of Qualitative Research . Norman Denzin and Yvonna S. Lincoln, eds. 2nd ed. (Thousand Oaks, CA: SAGE, 2000), pp. 567-605; McNiff, Jean. Writing and Doing Action Research . London: Sage, 2014; Reason, Peter and Hilary Bradbury. Handbook of Action Research: Participative Inquiry and Practice . Thousand Oaks, CA: SAGE, 2001.

Case Study Design

A case study is an in-depth study of a particular research problem rather than a sweeping statistical survey or comprehensive comparative inquiry. It is often used to narrow down a very broad field of research into one or a few easily researchable examples. The case study research design is also useful for testing whether a specific theory and model actually applies to phenomena in the real world. It is a useful design when not much is known about an issue or phenomenon.

• Approach excels at bringing us to an understanding of a complex issue through detailed contextual analysis of a limited number of events or conditions and their relationships.
• A researcher using a case study design can apply a variety of methodologies and rely on a variety of sources to investigate a research problem.
• Design can extend experience or add strength to what is already known through previous research.
• Social scientists, in particular, make wide use of this research design to examine contemporary real-life situations and provide the basis for the application of concepts and theories and the extension of methodologies.
• The design can provide detailed descriptions of specific and rare cases.
• A single or small number of cases offers little basis for establishing reliability or to generalize the findings to a wider population of people, places, or things.
• Intense exposure to the study of a case may bias a researcher's interpretation of the findings.
• Design does not facilitate assessment of cause and effect relationships.
• Vital information may be missing, making the case hard to interpret.
• The case may not be representative or typical of the larger problem being investigated.
• If the criteria for selecting a case is because it represents a very unusual or unique phenomenon or problem for study, then your interpretation of the findings can only apply to that particular case.

Case Studies. Writing@CSU. Colorado State University; Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 4, Flexible Methods: Case Study Design. 2nd ed. New York: Columbia University Press, 1999; Gerring, John. “What Is a Case Study and What Is It Good for?” American Political Science Review 98 (May 2004): 341-354; Greenhalgh, Trisha, editor. Case Study Evaluation: Past, Present and Future Challenges . Bingley, UK: Emerald Group Publishing, 2015; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Stake, Robert E. The Art of Case Study Research . Thousand Oaks, CA: SAGE, 1995; Yin, Robert K. Case Study Research: Design and Theory . Applied Social Research Methods Series, no. 5. 3rd ed. Thousand Oaks, CA: SAGE, 2003.

Causal Design

Causality studies may be thought of as understanding a phenomenon in terms of conditional statements in the form, “If X, then Y.” This type of research is used to measure what impact a specific change will have on existing norms and assumptions. Most social scientists seek causal explanations that reflect tests of hypotheses. Causal effect (nomothetic perspective) occurs when variation in one phenomenon, an independent variable, leads to or results, on average, in variation in another phenomenon, the dependent variable.

Conditions necessary for determining causality:

• Empirical association -- a valid conclusion is based on finding an association between the independent variable and the dependent variable.
• Appropriate time order -- to conclude that causation was involved, one must see that cases were exposed to variation in the independent variable before variation in the dependent variable.
• Nonspuriousness -- a relationship between two variables that is not due to variation in a third variable.
• Causality research designs assist researchers in understanding why the world works the way it does through the process of proving a causal link between variables and by the process of eliminating other possibilities.
• Replication is possible.
• There is greater confidence the study has internal validity due to the systematic subject selection and equity of groups being compared.
• Not all relationships are causal! The possibility always exists that, by sheer coincidence, two unrelated events appear to be related [e.g., Punxatawney Phil could accurately predict the duration of Winter for five consecutive years but, the fact remains, he's just a big, furry rodent].
• Conclusions about causal relationships are difficult to determine due to a variety of extraneous and confounding variables that exist in a social environment. This means causality can only be inferred, never proven.
• If two variables are correlated, the cause must come before the effect. However, even though two variables might be causally related, it can sometimes be difficult to determine which variable comes first and, therefore, to establish which variable is the actual cause and which is the  actual effect.

Beach, Derek and Rasmus Brun Pedersen. Causal Case Study Methods: Foundations and Guidelines for Comparing, Matching, and Tracing . Ann Arbor, MI: University of Michigan Press, 2016; Bachman, Ronet. The Practice of Research in Criminology and Criminal Justice . Chapter 5, Causation and Research Designs. 3rd ed. Thousand Oaks, CA: Pine Forge Press, 2007; Brewer, Ernest W. and Jennifer Kubn. “Causal-Comparative Design.” In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 125-132; Causal Research Design: Experimentation. Anonymous SlideShare Presentation; Gall, Meredith. Educational Research: An Introduction . Chapter 11, Nonexperimental Research: Correlational Designs. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007; Trochim, William M.K. Research Methods Knowledge Base. 2006.

Cohort Design

Often used in the medical sciences, but also found in the applied social sciences, a cohort study generally refers to a study conducted over a period of time involving members of a population which the subject or representative member comes from, and who are united by some commonality or similarity. Using a quantitative framework, a cohort study makes note of statistical occurrence within a specialized subgroup, united by same or similar characteristics that are relevant to the research problem being investigated, rather than studying statistical occurrence within the general population. Using a qualitative framework, cohort studies generally gather data using methods of observation. Cohorts can be either "open" or "closed."

• Open Cohort Studies [dynamic populations, such as the population of Los Angeles] involve a population that is defined just by the state of being a part of the study in question (and being monitored for the outcome). Date of entry and exit from the study is individually defined, therefore, the size of the study population is not constant. In open cohort studies, researchers can only calculate rate based data, such as, incidence rates and variants thereof.
• Closed Cohort Studies [static populations, such as patients entered into a clinical trial] involve participants who enter into the study at one defining point in time and where it is presumed that no new participants can enter the cohort. Given this, the number of study participants remains constant (or can only decrease).
• The use of cohorts is often mandatory because a randomized control study may be unethical. For example, you cannot deliberately expose people to asbestos, you can only study its effects on those who have already been exposed. Research that measures risk factors often relies upon cohort designs.
• Because cohort studies measure potential causes before the outcome has occurred, they can demonstrate that these “causes” preceded the outcome, thereby avoiding the debate as to which is the cause and which is the effect.
• Cohort analysis is highly flexible and can provide insight into effects over time and related to a variety of different types of changes [e.g., social, cultural, political, economic, etc.].
• Either original data or secondary data can be used in this design.
• In cases where a comparative analysis of two cohorts is made [e.g., studying the effects of one group exposed to asbestos and one that has not], a researcher cannot control for all other factors that might differ between the two groups. These factors are known as confounding variables.
• Cohort studies can end up taking a long time to complete if the researcher must wait for the conditions of interest to develop within the group. This also increases the chance that key variables change during the course of the study, potentially impacting the validity of the findings.
• Due to the lack of randominization in the cohort design, its external validity is lower than that of study designs where the researcher randomly assigns participants.

Healy P, Devane D. “Methodological Considerations in Cohort Study Designs.” Nurse Researcher 18 (2011): 32-36; Glenn, Norval D, editor. Cohort Analysis . 2nd edition. Thousand Oaks, CA: Sage, 2005; Levin, Kate Ann. Study Design IV: Cohort Studies. Evidence-Based Dentistry 7 (2003): 51–52; Payne, Geoff. “Cohort Study.” In The SAGE Dictionary of Social Research Methods . Victor Jupp, editor. (Thousand Oaks, CA: Sage, 2006), pp. 31-33; Study Design 101. Himmelfarb Health Sciences Library. George Washington University, November 2011; Cohort Study. Wikipedia.

Cross-Sectional Design

Cross-sectional research designs have three distinctive features: no time dimension; a reliance on existing differences rather than change following intervention; and, groups are selected based on existing differences rather than random allocation. The cross-sectional design can only measure differences between or from among a variety of people, subjects, or phenomena rather than a process of change. As such, researchers using this design can only employ a relatively passive approach to making causal inferences based on findings.

• Cross-sectional studies provide a clear 'snapshot' of the outcome and the characteristics associated with it, at a specific point in time.
• Unlike an experimental design, where there is an active intervention by the researcher to produce and measure change or to create differences, cross-sectional designs focus on studying and drawing inferences from existing differences between people, subjects, or phenomena.
• Entails collecting data at and concerning one point in time. While longitudinal studies involve taking multiple measures over an extended period of time, cross-sectional research is focused on finding relationships between variables at one moment in time.
• Groups identified for study are purposely selected based upon existing differences in the sample rather than seeking random sampling.
• Cross-section studies are capable of using data from a large number of subjects and, unlike observational studies, is not geographically bound.
• Can estimate prevalence of an outcome of interest because the sample is usually taken from the whole population.
• Because cross-sectional designs generally use survey techniques to gather data, they are relatively inexpensive and take up little time to conduct.
• Finding people, subjects, or phenomena to study that are very similar except in one specific variable can be difficult.
• Results are static and time bound and, therefore, give no indication of a sequence of events or reveal historical or temporal contexts.
• Studies cannot be utilized to establish cause and effect relationships.
• This design only provides a snapshot of analysis so there is always the possibility that a study could have differing results if another time-frame had been chosen.
• There is no follow up to the findings.

Bethlehem, Jelke. "7: Cross-sectional Research." In Research Methodology in the Social, Behavioural and Life Sciences . Herman J Adèr and Gideon J Mellenbergh, editors. (London, England: Sage, 1999), pp. 110-43; Bourque, Linda B. “Cross-Sectional Design.” In  The SAGE Encyclopedia of Social Science Research Methods . Michael S. Lewis-Beck, Alan Bryman, and Tim Futing Liao. (Thousand Oaks, CA: 2004), pp. 230-231; Hall, John. “Cross-Sectional Survey Design.” In Encyclopedia of Survey Research Methods . Paul J. Lavrakas, ed. (Thousand Oaks, CA: Sage, 2008), pp. 173-174; Helen Barratt, Maria Kirwan. Cross-Sectional Studies: Design Application, Strengths and Weaknesses of Cross-Sectional Studies. Healthknowledge, 2009. Cross-Sectional Study. Wikipedia.

Descriptive Design

Descriptive research designs help provide answers to the questions of who, what, when, where, and how associated with a particular research problem; a descriptive study cannot conclusively ascertain answers to why. Descriptive research is used to obtain information concerning the current status of the phenomena and to describe "what exists" with respect to variables or conditions in a situation.

• The subject is being observed in a completely natural and unchanged natural environment. True experiments, whilst giving analyzable data, often adversely influence the normal behavior of the subject [a.k.a., the Heisenberg effect whereby measurements of certain systems cannot be made without affecting the systems].
• Descriptive research is often used as a pre-cursor to more quantitative research designs with the general overview giving some valuable pointers as to what variables are worth testing quantitatively.
• If the limitations are understood, they can be a useful tool in developing a more focused study.
• Descriptive studies can yield rich data that lead to important recommendations in practice.
• Appoach collects a large amount of data for detailed analysis.
• The results from a descriptive research cannot be used to discover a definitive answer or to disprove a hypothesis.
• Because descriptive designs often utilize observational methods [as opposed to quantitative methods], the results cannot be replicated.
• The descriptive function of research is heavily dependent on instrumentation for measurement and observation.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 5, Flexible Methods: Descriptive Research. 2nd ed. New York: Columbia University Press, 1999; Given, Lisa M. "Descriptive Research." In Encyclopedia of Measurement and Statistics . Neil J. Salkind and Kristin Rasmussen, editors. (Thousand Oaks, CA: Sage, 2007), pp. 251-254; McNabb, Connie. Descriptive Research Methodologies. Powerpoint Presentation; Shuttleworth, Martyn. Descriptive Research Design, September 26, 2008; Erickson, G. Scott. "Descriptive Research Design." In New Methods of Market Research and Analysis . (Northampton, MA: Edward Elgar Publishing, 2017), pp. 51-77; Sahin, Sagufta, and Jayanta Mete. "A Brief Study on Descriptive Research: Its Nature and Application in Social Science." International Journal of Research and Analysis in Humanities 1 (2021): 11; K. Swatzell and P. Jennings. “Descriptive Research: The Nuts and Bolts.” Journal of the American Academy of Physician Assistants 20 (2007), pp. 55-56; Kane, E. Doing Your Own Research: Basic Descriptive Research in the Social Sciences and Humanities . London: Marion Boyars, 1985.

Experimental Design

A blueprint of the procedure that enables the researcher to maintain control over all factors that may affect the result of an experiment. In doing this, the researcher attempts to determine or predict what may occur. Experimental research is often used where there is time priority in a causal relationship (cause precedes effect), there is consistency in a causal relationship (a cause will always lead to the same effect), and the magnitude of the correlation is great. The classic experimental design specifies an experimental group and a control group. The independent variable is administered to the experimental group and not to the control group, and both groups are measured on the same dependent variable. Subsequent experimental designs have used more groups and more measurements over longer periods. True experiments must have control, randomization, and manipulation.

• Experimental research allows the researcher to control the situation. In so doing, it allows researchers to answer the question, “What causes something to occur?”
• Permits the researcher to identify cause and effect relationships between variables and to distinguish placebo effects from treatment effects.
• Experimental research designs support the ability to limit alternative explanations and to infer direct causal relationships in the study.
• Approach provides the highest level of evidence for single studies.
• The design is artificial, and results may not generalize well to the real world.
• The artificial settings of experiments may alter the behaviors or responses of participants.
• Experimental designs can be costly if special equipment or facilities are needed.
• Some research problems cannot be studied using an experiment because of ethical or technical reasons.
• Difficult to apply ethnographic and other qualitative methods to experimentally designed studies.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 7, Flexible Methods: Experimental Research. 2nd ed. New York: Columbia University Press, 1999; Chapter 2: Research Design, Experimental Designs. School of Psychology, University of New England, 2000; Chow, Siu L. "Experimental Design." In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 448-453; "Experimental Design." In Social Research Methods . Nicholas Walliman, editor. (London, England: Sage, 2006), pp, 101-110; Experimental Research. Research Methods by Dummies. Department of Psychology. California State University, Fresno, 2006; Kirk, Roger E. Experimental Design: Procedures for the Behavioral Sciences . 4th edition. Thousand Oaks, CA: Sage, 2013; Trochim, William M.K. Experimental Design. Research Methods Knowledge Base. 2006; Rasool, Shafqat. Experimental Research. Slideshare presentation.

Exploratory Design

An exploratory design is conducted about a research problem when there are few or no earlier studies to refer to or rely upon to predict an outcome . The focus is on gaining insights and familiarity for later investigation or undertaken when research problems are in a preliminary stage of investigation. Exploratory designs are often used to establish an understanding of how best to proceed in studying an issue or what methodology would effectively apply to gathering information about the issue.

The goals of exploratory research are intended to produce the following possible insights:

• Familiarity with basic details, settings, and concerns.
• Well grounded picture of the situation being developed.
• Generation of new ideas and assumptions.
• Development of tentative theories or hypotheses.
• Determination about whether a study is feasible in the future.
• Issues get refined for more systematic investigation and formulation of new research questions.
• Direction for future research and techniques get developed.
• Design is a useful approach for gaining background information on a particular topic.
• Exploratory research is flexible and can address research questions of all types (what, why, how).
• Provides an opportunity to define new terms and clarify existing concepts.
• Exploratory research is often used to generate formal hypotheses and develop more precise research problems.
• In the policy arena or applied to practice, exploratory studies help establish research priorities and where resources should be allocated.
• Exploratory research generally utilizes small sample sizes and, thus, findings are typically not generalizable to the population at large.
• The exploratory nature of the research inhibits an ability to make definitive conclusions about the findings. They provide insight but not definitive conclusions.
• The research process underpinning exploratory studies is flexible but often unstructured, leading to only tentative results that have limited value to decision-makers.
• Design lacks rigorous standards applied to methods of data gathering and analysis because one of the areas for exploration could be to determine what method or methodologies could best fit the research problem.

Cuthill, Michael. “Exploratory Research: Citizen Participation, Local Government, and Sustainable Development in Australia.” Sustainable Development 10 (2002): 79-89; Streb, Christoph K. "Exploratory Case Study." In Encyclopedia of Case Study Research . Albert J. Mills, Gabrielle Durepos and Eiden Wiebe, editors. (Thousand Oaks, CA: Sage, 2010), pp. 372-374; Taylor, P. J., G. Catalano, and D.R.F. Walker. “Exploratory Analysis of the World City Network.” Urban Studies 39 (December 2002): 2377-2394; Exploratory Research. Wikipedia.

Field Research Design

Sometimes referred to as ethnography or participant observation, designs around field research encompass a variety of interpretative procedures [e.g., observation and interviews] rooted in qualitative approaches to studying people individually or in groups while inhabiting their natural environment as opposed to using survey instruments or other forms of impersonal methods of data gathering. Information acquired from observational research takes the form of “ field notes ” that involves documenting what the researcher actually sees and hears while in the field. Findings do not consist of conclusive statements derived from numbers and statistics because field research involves analysis of words and observations of behavior. Conclusions, therefore, are developed from an interpretation of findings that reveal overriding themes, concepts, and ideas. More information can be found HERE .

• Field research is often necessary to fill gaps in understanding the research problem applied to local conditions or to specific groups of people that cannot be ascertained from existing data.
• The research helps contextualize already known information about a research problem, thereby facilitating ways to assess the origins, scope, and scale of a problem and to gage the causes, consequences, and means to resolve an issue based on deliberate interaction with people in their natural inhabited spaces.
• Enables the researcher to corroborate or confirm data by gathering additional information that supports or refutes findings reported in prior studies of the topic.
• Because the researcher in embedded in the field, they are better able to make observations or ask questions that reflect the specific cultural context of the setting being investigated.
• Observing the local reality offers the opportunity to gain new perspectives or obtain unique data that challenges existing theoretical propositions or long-standing assumptions found in the literature.

What these studies don't tell you

• A field research study requires extensive time and resources to carry out the multiple steps involved with preparing for the gathering of information, including for example, examining background information about the study site, obtaining permission to access the study site, and building trust and rapport with subjects.
• Requires a commitment to staying engaged in the field to ensure that you can adequately document events and behaviors as they unfold.
• The unpredictable nature of fieldwork means that researchers can never fully control the process of data gathering. They must maintain a flexible approach to studying the setting because events and circumstances can change quickly or unexpectedly.
• Findings can be difficult to interpret and verify without access to documents and other source materials that help to enhance the credibility of information obtained from the field  [i.e., the act of triangulating the data].
• Linking the research problem to the selection of study participants inhabiting their natural environment is critical. However, this specificity limits the ability to generalize findings to different situations or in other contexts or to infer courses of action applied to other settings or groups of people.
• The reporting of findings must take into account how the researcher themselves may have inadvertently affected respondents and their behaviors.

Historical Design

The purpose of a historical research design is to collect, verify, and synthesize evidence from the past to establish facts that defend or refute a hypothesis. It uses secondary sources and a variety of primary documentary evidence, such as, diaries, official records, reports, archives, and non-textual information [maps, pictures, audio and visual recordings]. The limitation is that the sources must be both authentic and valid.

• The historical research design is unobtrusive; the act of research does not affect the results of the study.
• The historical approach is well suited for trend analysis.
• Historical records can add important contextual background required to more fully understand and interpret a research problem.
• There is often no possibility of researcher-subject interaction that could affect the findings.
• Historical sources can be used over and over to study different research problems or to replicate a previous study.
• The ability to fulfill the aims of your research are directly related to the amount and quality of documentation available to understand the research problem.
• Since historical research relies on data from the past, there is no way to manipulate it to control for contemporary contexts.
• Interpreting historical sources can be very time consuming.
• The sources of historical materials must be archived consistently to ensure access. This may especially challenging for digital or online-only sources.
• Original authors bring their own perspectives and biases to the interpretation of past events and these biases are more difficult to ascertain in historical resources.
• Due to the lack of control over external variables, historical research is very weak with regard to the demands of internal validity.
• It is rare that the entirety of historical documentation needed to fully address a research problem is available for interpretation, therefore, gaps need to be acknowledged.

Howell, Martha C. and Walter Prevenier. From Reliable Sources: An Introduction to Historical Methods . Ithaca, NY: Cornell University Press, 2001; Lundy, Karen Saucier. "Historical Research." In The Sage Encyclopedia of Qualitative Research Methods . Lisa M. Given, editor. (Thousand Oaks, CA: Sage, 2008), pp. 396-400; Marius, Richard. and Melvin E. Page. A Short Guide to Writing about History . 9th edition. Boston, MA: Pearson, 2015; Savitt, Ronald. “Historical Research in Marketing.” Journal of Marketing 44 (Autumn, 1980): 52-58;  Gall, Meredith. Educational Research: An Introduction . Chapter 16, Historical Research. 8th ed. Boston, MA: Pearson/Allyn and Bacon, 2007.

Longitudinal Design

A longitudinal study follows the same sample over time and makes repeated observations. For example, with longitudinal surveys, the same group of people is interviewed at regular intervals, enabling researchers to track changes over time and to relate them to variables that might explain why the changes occur. Longitudinal research designs describe patterns of change and help establish the direction and magnitude of causal relationships. Measurements are taken on each variable over two or more distinct time periods. This allows the researcher to measure change in variables over time. It is a type of observational study sometimes referred to as a panel study.

• Longitudinal data facilitate the analysis of the duration of a particular phenomenon.
• Enables survey researchers to get close to the kinds of causal explanations usually attainable only with experiments.
• The design permits the measurement of differences or change in a variable from one period to another [i.e., the description of patterns of change over time].
• Longitudinal studies facilitate the prediction of future outcomes based upon earlier factors.
• The data collection method may change over time.
• Maintaining the integrity of the original sample can be difficult over an extended period of time.
• It can be difficult to show more than one variable at a time.
• This design often needs qualitative research data to explain fluctuations in the results.
• A longitudinal research design assumes present trends will continue unchanged.
• It can take a long period of time to gather results.
• There is a need to have a large sample size and accurate sampling to reach representativness.

Anastas, Jeane W. Research Design for Social Work and the Human Services . Chapter 6, Flexible Methods: Relational and Longitudinal Research. 2nd ed. New York: Columbia University Press, 1999; Forgues, Bernard, and Isabelle Vandangeon-Derumez. "Longitudinal Analyses." In Doing Management Research . Raymond-Alain Thiétart and Samantha Wauchope, editors. (London, England: Sage, 2001), pp. 332-351; Kalaian, Sema A. and Rafa M. Kasim. "Longitudinal Studies." In Encyclopedia of Survey Research Methods . Paul J. Lavrakas, ed. (Thousand Oaks, CA: Sage, 2008), pp. 440-441; Menard, Scott, editor. Longitudinal Research . Thousand Oaks, CA: Sage, 2002; Ployhart, Robert E. and Robert J. Vandenberg. "Longitudinal Research: The Theory, Design, and Analysis of Change.” Journal of Management 36 (January 2010): 94-120; Longitudinal Study. Wikipedia.

Meta-Analysis Design

Meta-analysis is an analytical methodology designed to systematically evaluate and summarize the results from a number of individual studies, thereby, increasing the overall sample size and the ability of the researcher to study effects of interest. The purpose is to not simply summarize existing knowledge, but to develop a new understanding of a research problem using synoptic reasoning. The main objectives of meta-analysis include analyzing differences in the results among studies and increasing the precision by which effects are estimated. A well-designed meta-analysis depends upon strict adherence to the criteria used for selecting studies and the availability of information in each study to properly analyze their findings. Lack of information can severely limit the type of analyzes and conclusions that can be reached. In addition, the more dissimilarity there is in the results among individual studies [heterogeneity], the more difficult it is to justify interpretations that govern a valid synopsis of results. A meta-analysis needs to fulfill the following requirements to ensure the validity of your findings:

• Clearly defined description of objectives, including precise definitions of the variables and outcomes that are being evaluated;
• A well-reasoned and well-documented justification for identification and selection of the studies;
• Assessment and explicit acknowledgment of any researcher bias in the identification and selection of those studies;
• Description and evaluation of the degree of heterogeneity among the sample size of studies reviewed; and,
• Justification of the techniques used to evaluate the studies.
• Can be an effective strategy for determining gaps in the literature.
• Provides a means of reviewing research published about a particular topic over an extended period of time and from a variety of sources.
• Is useful in clarifying what policy or programmatic actions can be justified on the basis of analyzing research results from multiple studies.
• Provides a method for overcoming small sample sizes in individual studies that previously may have had little relationship to each other.
• Can be used to generate new hypotheses or highlight research problems for future studies.
• Small violations in defining the criteria used for content analysis can lead to difficult to interpret and/or meaningless findings.
• A large sample size can yield reliable, but not necessarily valid, results.
• A lack of uniformity regarding, for example, the type of literature reviewed, how methods are applied, and how findings are measured within the sample of studies you are analyzing, can make the process of synthesis difficult to perform.
• Depending on the sample size, the process of reviewing and synthesizing multiple studies can be very time consuming.

Beck, Lewis W. "The Synoptic Method." The Journal of Philosophy 36 (1939): 337-345; Cooper, Harris, Larry V. Hedges, and Jeffrey C. Valentine, eds. The Handbook of Research Synthesis and Meta-Analysis . 2nd edition. New York: Russell Sage Foundation, 2009; Guzzo, Richard A., Susan E. Jackson and Raymond A. Katzell. “Meta-Analysis Analysis.” In Research in Organizational Behavior , Volume 9. (Greenwich, CT: JAI Press, 1987), pp 407-442; Lipsey, Mark W. and David B. Wilson. Practical Meta-Analysis . Thousand Oaks, CA: Sage Publications, 2001; Study Design 101. Meta-Analysis. The Himmelfarb Health Sciences Library, George Washington University; Timulak, Ladislav. “Qualitative Meta-Analysis.” In The SAGE Handbook of Qualitative Data Analysis . Uwe Flick, editor. (Los Angeles, CA: Sage, 2013), pp. 481-495; Walker, Esteban, Adrian V. Hernandez, and Micheal W. Kattan. "Meta-Analysis: It's Strengths and Limitations." Cleveland Clinic Journal of Medicine 75 (June 2008): 431-439.

Mixed-Method Design

• Narrative and non-textual information can add meaning to numeric data, while numeric data can add precision to narrative and non-textual information.
• Can utilize existing data while at the same time generating and testing a grounded theory approach to describe and explain the phenomenon under study.
• A broader, more complex research problem can be investigated because the researcher is not constrained by using only one method.
• The strengths of one method can be used to overcome the inherent weaknesses of another method.
• Can provide stronger, more robust evidence to support a conclusion or set of recommendations.
• May generate new knowledge new insights or uncover hidden insights, patterns, or relationships that a single methodological approach might not reveal.
• Produces more complete knowledge and understanding of the research problem that can be used to increase the generalizability of findings applied to theory or practice.
• A researcher must be proficient in understanding how to apply multiple methods to investigating a research problem as well as be proficient in optimizing how to design a study that coherently melds them together.
• Can increase the likelihood of conflicting results or ambiguous findings that inhibit drawing a valid conclusion or setting forth a recommended course of action [e.g., sample interview responses do not support existing statistical data].
• Because the research design can be very complex, reporting the findings requires a well-organized narrative, clear writing style, and precise word choice.
• Design invites collaboration among experts. However, merging different investigative approaches and writing styles requires more attention to the overall research process than studies conducted using only one methodological paradigm.
• Concurrent merging of quantitative and qualitative research requires greater attention to having adequate sample sizes, using comparable samples, and applying a consistent unit of analysis. For sequential designs where one phase of qualitative research builds on the quantitative phase or vice versa, decisions about what results from the first phase to use in the next phase, the choice of samples and estimating reasonable sample sizes for both phases, and the interpretation of results from both phases can be difficult.
• Due to multiple forms of data being collected and analyzed, this design requires extensive time and resources to carry out the multiple steps involved in data gathering and interpretation.

Burch, Patricia and Carolyn J. Heinrich. Mixed Methods for Policy Research and Program Evaluation . Thousand Oaks, CA: Sage, 2016; Creswell, John w. et al. Best Practices for Mixed Methods Research in the Health Sciences . Bethesda, MD: Office of Behavioral and Social Sciences Research, National Institutes of Health, 2010Creswell, John W. Research Design: Qualitative, Quantitative, and Mixed Methods Approaches . 4th edition. Thousand Oaks, CA: Sage Publications, 2014; Domínguez, Silvia, editor. Mixed Methods Social Networks Research . Cambridge, UK: Cambridge University Press, 2014; Hesse-Biber, Sharlene Nagy. Mixed Methods Research: Merging Theory with Practice . New York: Guilford Press, 2010; Niglas, Katrin. “How the Novice Researcher Can Make Sense of Mixed Methods Designs.” International Journal of Multiple Research Approaches 3 (2009): 34-46; Onwuegbuzie, Anthony J. and Nancy L. Leech. “Linking Research Questions to Mixed Methods Data Analysis Procedures.” The Qualitative Report 11 (September 2006): 474-498; Tashakorri, Abbas and John W. Creswell. “The New Era of Mixed Methods.” Journal of Mixed Methods Research 1 (January 2007): 3-7; Zhanga, Wanqing. “Mixed Methods Application in Health Intervention Research: A Multiple Case Study.” International Journal of Multiple Research Approaches 8 (2014): 24-35 .

Observational Design

This type of research design draws a conclusion by comparing subjects against a control group, in cases where the researcher has no control over the experiment. There are two general types of observational designs. In direct observations, people know that you are watching them. Unobtrusive measures involve any method for studying behavior where individuals do not know they are being observed. An observational study allows a useful insight into a phenomenon and avoids the ethical and practical difficulties of setting up a large and cumbersome research project.

• Observational studies are usually flexible and do not necessarily need to be structured around a hypothesis about what you expect to observe [data is emergent rather than pre-existing].
• The researcher is able to collect in-depth information about a particular behavior.
• Can reveal interrelationships among multifaceted dimensions of group interactions.
• You can generalize your results to real life situations.
• Observational research is useful for discovering what variables may be important before applying other methods like experiments.
• Observation research designs account for the complexity of group behaviors.
• Reliability of data is low because seeing behaviors occur over and over again may be a time consuming task and are difficult to replicate.
• In observational research, findings may only reflect a unique sample population and, thus, cannot be generalized to other groups.
• There can be problems with bias as the researcher may only "see what they want to see."
• There is no possibility to determine "cause and effect" relationships since nothing is manipulated.
• Sources or subjects may not all be equally credible.
• Any group that is knowingly studied is altered to some degree by the presence of the researcher, therefore, potentially skewing any data collected.

Atkinson, Paul and Martyn Hammersley. “Ethnography and Participant Observation.” In Handbook of Qualitative Research . Norman K. Denzin and Yvonna S. Lincoln, eds. (Thousand Oaks, CA: Sage, 1994), pp. 248-261; Observational Research. Research Methods by Dummies. Department of Psychology. California State University, Fresno, 2006; Patton Michael Quinn. Qualitiative Research and Evaluation Methods . Chapter 6, Fieldwork Strategies and Observational Methods. 3rd ed. Thousand Oaks, CA: Sage, 2002; Payne, Geoff and Judy Payne. "Observation." In Key Concepts in Social Research . The SAGE Key Concepts series. (London, England: Sage, 2004), pp. 158-162; Rosenbaum, Paul R. Design of Observational Studies . New York: Springer, 2010;Williams, J. Patrick. "Nonparticipant Observation." In The Sage Encyclopedia of Qualitative Research Methods . Lisa M. Given, editor.(Thousand Oaks, CA: Sage, 2008), pp. 562-563.

Philosophical Design

Understood more as an broad approach to examining a research problem than a methodological design, philosophical analysis and argumentation is intended to challenge deeply embedded, often intractable, assumptions underpinning an area of study. This approach uses the tools of argumentation derived from philosophical traditions, concepts, models, and theories to critically explore and challenge, for example, the relevance of logic and evidence in academic debates, to analyze arguments about fundamental issues, or to discuss the root of existing discourse about a research problem. These overarching tools of analysis can be framed in three ways:

• Ontology -- the study that describes the nature of reality; for example, what is real and what is not, what is fundamental and what is derivative?
• Epistemology -- the study that explores the nature of knowledge; for example, by what means does knowledge and understanding depend upon and how can we be certain of what we know?
• Axiology -- the study of values; for example, what values does an individual or group hold and why? How are values related to interest, desire, will, experience, and means-to-end? And, what is the difference between a matter of fact and a matter of value?
• Can provide a basis for applying ethical decision-making to practice.
• Functions as a means of gaining greater self-understanding and self-knowledge about the purposes of research.
• Brings clarity to general guiding practices and principles of an individual or group.
• Philosophy informs methodology.
• Refine concepts and theories that are invoked in relatively unreflective modes of thought and discourse.
• Beyond methodology, philosophy also informs critical thinking about epistemology and the structure of reality (metaphysics).
• Offers clarity and definition to the practical and theoretical uses of terms, concepts, and ideas.
• Limited application to specific research problems [answering the "So What?" question in social science research].
• Analysis can be abstract, argumentative, and limited in its practical application to real-life issues.
• While a philosophical analysis may render problematic that which was once simple or taken-for-granted, the writing can be dense and subject to unnecessary jargon, overstatement, and/or excessive quotation and documentation.
• There are limitations in the use of metaphor as a vehicle of philosophical analysis.
• There can be analytical difficulties in moving from philosophy to advocacy and between abstract thought and application to the phenomenal world.

Burton, Dawn. "Part I, Philosophy of the Social Sciences." In Research Training for Social Scientists . (London, England: Sage, 2000), pp. 1-5; Chapter 4, Research Methodology and Design. Unisa Institutional Repository (UnisaIR), University of South Africa; Jarvie, Ian C., and Jesús Zamora-Bonilla, editors. The SAGE Handbook of the Philosophy of Social Sciences . London: Sage, 2011; Labaree, Robert V. and Ross Scimeca. “The Philosophical Problem of Truth in Librarianship.” The Library Quarterly 78 (January 2008): 43-70; Maykut, Pamela S. Beginning Qualitative Research: A Philosophic and Practical Guide . Washington, DC: Falmer Press, 1994; McLaughlin, Hugh. "The Philosophy of Social Research." In Understanding Social Work Research . 2nd edition. (London: SAGE Publications Ltd., 2012), pp. 24-47; Stanford Encyclopedia of Philosophy . Metaphysics Research Lab, CSLI, Stanford University, 2013.

Sequential Design

• The researcher has a limitless option when it comes to sample size and the sampling schedule.
• Due to the repetitive nature of this research design, minor changes and adjustments can be done during the initial parts of the study to correct and hone the research method.
• This is a useful design for exploratory studies.
• There is very little effort on the part of the researcher when performing this technique. It is generally not expensive, time consuming, or workforce intensive.
• Because the study is conducted serially, the results of one sample are known before the next sample is taken and analyzed. This provides opportunities for continuous improvement of sampling and methods of analysis.
• The sampling method is not representative of the entire population. The only possibility of approaching representativeness is when the researcher chooses to use a very large sample size significant enough to represent a significant portion of the entire population. In this case, moving on to study a second or more specific sample can be difficult.
• The design cannot be used to create conclusions and interpretations that pertain to an entire population because the sampling technique is not randomized. Generalizability from findings is, therefore, limited.
• Difficult to account for and interpret variation from one sample to another over time, particularly when using qualitative methods of data collection.

Betensky, Rebecca. Harvard University, Course Lecture Note slides; Bovaird, James A. and Kevin A. Kupzyk. "Sequential Design." In Encyclopedia of Research Design . Neil J. Salkind, editor. (Thousand Oaks, CA: Sage, 2010), pp. 1347-1352; Cresswell, John W. Et al. “Advanced Mixed-Methods Research Designs.” In Handbook of Mixed Methods in Social and Behavioral Research . Abbas Tashakkori and Charles Teddle, eds. (Thousand Oaks, CA: Sage, 2003), pp. 209-240; Henry, Gary T. "Sequential Sampling." In The SAGE Encyclopedia of Social Science Research Methods . Michael S. Lewis-Beck, Alan Bryman and Tim Futing Liao, editors. (Thousand Oaks, CA: Sage, 2004), pp. 1027-1028; Nataliya V. Ivankova. “Using Mixed-Methods Sequential Explanatory Design: From Theory to Practice.” Field Methods 18 (February 2006): 3-20; Bovaird, James A. and Kevin A. Kupzyk. “Sequential Design.” In Encyclopedia of Research Design . Neil J. Salkind, ed. Thousand Oaks, CA: Sage, 2010; Sequential Analysis. Wikipedia.

Systematic Review

• A systematic review synthesizes the findings of multiple studies related to each other by incorporating strategies of analysis and interpretation intended to reduce biases and random errors.
• The application of critical exploration, evaluation, and synthesis methods separates insignificant, unsound, or redundant research from the most salient and relevant studies worthy of reflection.
• They can be use to identify, justify, and refine hypotheses, recognize and avoid hidden problems in prior studies, and explain data inconsistencies and conflicts in data.
• Systematic reviews can be used to help policy makers formulate evidence-based guidelines and regulations.
• The use of strict, explicit, and pre-determined methods of synthesis, when applied appropriately, provide reliable estimates about the effects of interventions, evaluations, and effects related to the overarching research problem investigated by each study under review.
• Systematic reviews illuminate where knowledge or thorough understanding of a research problem is lacking and, therefore, can then be used to guide future research.
• The accepted inclusion of unpublished studies [i.e., grey literature] ensures the broadest possible way to analyze and interpret research on a topic.
• Results of the synthesis can be generalized and the findings extrapolated into the general population with more validity than most other types of studies .
• Systematic reviews do not create new knowledge per se; they are a method for synthesizing existing studies about a research problem in order to gain new insights and determine gaps in the literature.
• The way researchers have carried out their investigations [e.g., the period of time covered, number of participants, sources of data analyzed, etc.] can make it difficult to effectively synthesize studies.
• The inclusion of unpublished studies can introduce bias into the review because they may not have undergone a rigorous peer-review process prior to publication. Examples may include conference presentations or proceedings, publications from government agencies, white papers, working papers, and internal documents from organizations, and doctoral dissertations and Master's theses.

Denyer, David and David Tranfield. "Producing a Systematic Review." In The Sage Handbook of Organizational Research Methods .  David A. Buchanan and Alan Bryman, editors. ( Thousand Oaks, CA: Sage Publications, 2009), pp. 671-689; Foster, Margaret J. and Sarah T. Jewell, editors. Assembling the Pieces of a Systematic Review: A Guide for Librarians . Lanham, MD: Rowman and Littlefield, 2017; Gough, David, Sandy Oliver, James Thomas, editors. Introduction to Systematic Reviews . 2nd edition. Los Angeles, CA: Sage Publications, 2017; Gopalakrishnan, S. and P. Ganeshkumar. “Systematic Reviews and Meta-analysis: Understanding the Best Evidence in Primary Healthcare.” Journal of Family Medicine and Primary Care 2 (2013): 9-14; Gough, David, James Thomas, and Sandy Oliver. "Clarifying Differences between Review Designs and Methods." Systematic Reviews 1 (2012): 1-9; Khan, Khalid S., Regina Kunz, Jos Kleijnen, and Gerd Antes. “Five Steps to Conducting a Systematic Review.” Journal of the Royal Society of Medicine 96 (2003): 118-121; Mulrow, C. D. “Systematic Reviews: Rationale for Systematic Reviews.” BMJ 309:597 (September 1994); O'Dwyer, Linda C., and Q. Eileen Wafford. "Addressing Challenges with Systematic Review Teams through Effective Communication: A Case Report." Journal of the Medical Library Association 109 (October 2021): 643-647; Okoli, Chitu, and Kira Schabram. "A Guide to Conducting a Systematic Literature Review of Information Systems Research."  Sprouts: Working Papers on Information Systems 10 (2010); Siddaway, Andy P., Alex M. Wood, and Larry V. Hedges. "How to Do a Systematic Review: A Best Practice Guide for Conducting and Reporting Narrative Reviews, Meta-analyses, and Meta-syntheses." Annual Review of Psychology 70 (2019): 747-770; Torgerson, Carole J. “Publication Bias: The Achilles’ Heel of Systematic Reviews?” British Journal of Educational Studies 54 (March 2006): 89-102; Torgerson, Carole. Systematic Reviews . New York: Continuum, 2003.

• << Previous: Purpose of Guide
• Next: Design Flaws to Avoid >>
• Last Updated: May 25, 2024 4:09 PM
• URL: https://libguides.usc.edu/writingguide

Report writing

• Introduction

What is a report?

What makes a successful report, how are reports read, checklist for successful reports.

• Types of Report
• Structuring your report
• Writing up your report

Useful links for report writing

• Study Advice Helping students to achieve study success with guides, video tutorials, seminars and one-to-one advice sessions.
• Maths Support A guide to Maths Support resources which may help if you're finding any mathematical or statistical topic difficult during the transition to University study.

• Academic Phrasebank Use this site for examples of linking phrases and ways to refer to sources.
• Academic writing LibGuide Expert guidance on punctuation, grammar, writing style and proof-reading.
• Reading and notemaking LibGuide Expert guidance on managing your reading and making effective notes.
• Guide to citing references Includes guidance on why, when and how to use references correctly in your academic writing.

Students often ask, "What's the difference between an essay and a report?" It can be confusing because university assignments can mix the features of both (e.g. an essay that allows sub-headings) and some assignments may not officially be called a report, but seem very "report-like" in their structure and criteria.

The guidance on this page will explain some of the key differences between essays and reports, and how the main features of reports make them economical to read. Understanding how reports are read and the features that make them effective will help you in any report-style assignment.

A report is a piece of informative writing that describes a set of actions and analyses any results in response to a specific brief. A quick definition might be: "This is what I did and this is what it means." You may be given an assignment which is not called a report but shares many of the same features; if so, aspects of this guide will be helpful.

It may help to know some of the key differences between reports and essays:

• Badly structured
• Inappropriate writing style
• Incorrect or inadequate referencing
• Doesn't answer the brief
• Too much/too little/irrelevant material
• Expression not clear
• Doesn't relate results to purpose
• Unnecessary use of jargon

How can you make sure your report does what it's meant to do, and does it well?

Make sure you know which sections your report should have and what should go in each . Reports for different disciplines and briefs will require different sections: for instance, a business report may need a separate Recommendations section but no Methods section. Check your brief carefully to make sure you have the correct sections. See the page on 'Structuring your report' in this guide to learn more about what goes where.

Remember that reports are meant to be informative : to tell the reader what was done, what was discovered as a consequence and how this relates to the reasons the report was undertaken. Include only relevant material in your background and discussion.

A report is an act of communication between you and your reader. So  pay special attention to your projected reader , and what they want from the report. Sometimes you will be asked to write for an imaginary reader (e.g. a business client). In this case it's vital to think about why they want the report to be produced (e.g. to decide on the viability of a project) and to make sure you respond to that. If it's your tutor, they will want to know that you can communicate the processes and results of your research clearly and accurately, and can discuss your findings in the context of the overall purpose.

Write simply and appropriately . Your method and findings should be described accurately and in non-ambiguous terms. A perfectly described method section would make it possible for someone else to replicate your research process and achieve the same results. See the page in this guide on 'Writing up your report' for more on this.

Spend time on your discussion section . This is the bit that pulls the whole piece together by showing how your findings relate to the purpose of the report, and to any previous research.

Every idea and piece of information you use that comes from someone else's work  must be acknowledged with a reference . Check your brief, or department handbook for the form of referencing required (usually a short reference in the body of the text, and a full reference in the Reference List at the end).

Be clear about the scope of the report . The word count will help you to understand this. For instance, a 5000 word report will be expected to include a lot more background and discussion than a 1000 word report - this will be looking for more conciseness in the way you convey your information.

This is not to suggest that you should spend less time on writing up your findings. But it does show that the sections you may think of as less important (like the  abstract or introduction ) are actually often the places a reader gets their first impressions. So it's worth getting them right.

• Does it answer the needs of the projected reader?
• Has the material been placed in the appropriate sections?
• Has all the material been checked for accuracy?
• Are graphs and tables carefully labelled?
• Is data in graphs or tables also explained in words and analysed?
• Does the discussion/conclusion show how the results relate to objectives set out in the introduction?
• Has all irrelevant material been removed?
• Is it written throughout in appropriate style (i.e. no colloquialisms or contractions, using an objective tone, specific rather than vague)?
• Is it jargon-free and clearly written?
• Has every idea taken from or inspired by someone else's work been acknowledged with a reference?
• Have all illustrations and figures taken from someone else's work been cited correctly?
• Has it been carefully proof-read to eliminate careless mistakes?
• << Previous: Home
• Next: Types of Report >>
• Last Updated: May 14, 2024 8:51 AM
• URL: https://libguides.reading.ac.uk/reports

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

Chapter Nine: Unique features of qualitative research

What is it like to be a young man entering adulthood? According to sociologist Michael Kimmel, they are “totally confused,” “cannot commit to their relationships, work, or lives,” and are “obsessed with never wanting to grow up.” [1]   If that sounds like a bunch of malarkey to you, hold on a minute. Kimmel (2008) interviewed 400 young men, ages 16 to 26, over the course of four years across the United States to learn how young men made the transition from adolescence into adulthood. Since the results of Kimmel’s research were published in 2008, his book Guyland made quite a splash. Whatever your take on Kimmel’s research, one thing remains true—we surely would not know nearly as much as we now do about the lives of many young American men were it not for qualitative interview research.

Chapter Outline

• 9.1 Qualitative research: What is it and when should it be used?
• 9.2 Qualitative interviews
• 9.3 Issues to consider for all interview types
• 9.4 Types of Qualitative Research Designs
• 9.5 Spotlight on UTA School of Social Work
• 9.6 Analyzing qualitative data

Content Advisory

This chapter discusses or mentions the following topics: childfree adults, sexual harassment, juvenile delinquency, drunk driving, racist hate groups, ageism, sexism, police interviews, and mental health policy for children and adolescents.

• 1. These quotes come from a summary of reviews on the website dedicated to Kimmel’s book, Guyland ↵

Foundations of Social Work Research Copyright © 2020 by Rebecca L. Mauldin is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Share This Book

Your Article Library

Research report: 5 things to know about research report.

ADVERTISEMENTS:

This article throws light upon the five things to know about research report.

1. Meaning of Research Report:

The purpose of research report is to convey the interested persons the whole result of study in sufficient detail and to determine himself the validity of the conclusions. As the culmination of the research investigation, the research report contains a description of different stages of the survey and the conclusions arrived at. Thus it is an end product of a research activity which gives an account of a long journey on the path of finding a new knowledge or modified knowledge.

Writing a research report is a technical task as it requires not only skill on the part of the researcher but also considerable effort, patience and penetration, an overall approach to the problem, data and analysis along with grasp over language and greater objectivity, all springing from considerable thought.

Writing a research report also involves adequate planning and a vast amount of preparation. That apart, perfection of research report is also attributed to coherence of thought, creativity and intelligence of the researcher.

Although a definite standard criterion for the organisation is not possible, a good report writer should always be conscious about the effective and purposeful communication with the society by conveying the interested persons the entire outcome of the study so as to ensure each reader to comprehend the data and to enable himself to cognize the validity of the conclusions. Consideration of certain questions like who says ‘what is it about’, ‘to whom’, ‘in what manner’ and ‘of what use’ will enable the researcher in preparing a standard research report.

No uniform research report can be prepared to cater to the needs of different categories of audiences. The report should always incorporate the material which will be of interest to the target audience, may that be investigator of fundamental research or applied research, practitioners, policy formulators, funding agents or sponsors or even the general public. To a report writer, the prima facie task may appear an easy affair. But in real terms this is a herculean task as uncertainty about target group results in ineffective communication.

2. Purpose of Research Report : 

A good research report not only disseminates knowledge, but also presents the findings for expansion of the horizon of knowledge. That apart, it also checks the validity of the generalization and inspires others to carry on related or allied problems.

The purpose of the research report may be discussed under the following heads:

1. Transmission of Knowledge:

The knowledge that has been obtained on the basis of research need transmission for proper utilization of the resources invested. Because of that reason, it is always advisable to prepare to report in a written manner so that it can also provide knowledge to layman in understanding various social problems.

2. Presentation of Findings:

Society is more concerned with the finished product in terms of output of research which has the input of immense money, human resources and precious time. Therefore, the social utility of the research report lies in its exposure to the laymen as well as its submission to the sponsoring agency of the project.

Whereas people may acquire knowledge about various social problems in the widest possible manner, the sponsoring agency may take the credit of the conduct of a piece of successful research. Even interesting findings may draw the attention of the world community through mass media. That apart, it may also result in legislative or ameliorative, measures.

3. Examining the Validity of the Generalizations:

Submission of the report enables the researchers to examine the validity and the authenticity of the generalizations. For that purpose the report must be prepared and presented in an organized form. Thereafter it can be checked and the discrepancy, if any, in generalizations, practical or real can be dispelled and the facts can be re-examined and reorganized.

4. Inspiration for Further Research:

Research report inspires others to undertake further research in the same line or in any other inter-disciplinary fields. If the report appears to be interesting and a novel one, it is more likely to draw the attention of the social scientists.

Planning and Organisation of a Report :

At the outset, before the commencement of report writing, the researcher needs accurate planning and organisation of study materials to be used prudently. Simple accumulation of masses of data would not make proper sense, only when such data are arranged in a logical and coherent manner within the framework of overall structure those are construed to be planned and organized.

When proper planning and organisation are made the following positive outcomes are obtained:

(i) Ideas and data are screened, i.e. only those ideas and data having relevance to the study are incorporated and the rest are left out;

(ii) The report is marked by greater synthesis of facts with clear-cut explanation;

(iii) The output of research becomes easily intelligible to the readers;

(iv) Transition in passing of ideas are smoothened;

(v) Presents facts sequentially and maintains their unity; and

(vi) Provides the readers with a comprehensive report in a well integrated manner.

3. Outline of a Research Report:

Since the research report aims at conveying the interested persons the whole result of the study in sufficient detail, the report must incorporate all such materials. Formation of a satisfactory outline is a must as it serves as the skeleton in the human body. In order to give place to all important aspects in the report, the writing should be an elaborate one which is possible only if a three stage preparation is made, such as;

(i) The topical outline,

(ii) Paragraph outline and

(iii) Sentence outline.

The first outline, known as the topical outline, resembles a skeleton outline as it incorporates  their major aspects. Paragraph outline not only includes all major paragraphs but also indicates their central ideas. Sentence outline is composed of various points to be incorporated in the sentence, not writing of sentences as it is construed from its very name.

While planning on outline the following suggestions, advanced by M.H. Gopal, may be observed:

1. As far as practicable the report writer should detail the findings and maintain continuity;

2. It should be clear and exclude such value phrases as ‘introduction’, ‘body, ‘conclusion’ etc. which have no role in the report writing;

3. Chronology, topical unity, coherence and transition must be given due consideration; and

4. Each major idea should be contained in a paragraph.

The outline of a standard research report constitutes three main parts, such as:

(i) The preliminaries;

(ii) Contents, and

(iii) The reference material.

1. The Preliminaries:

(i) Title page.

(ii) Foreword or preface, acknowledgements.

(ii) List of tables, charts or illustrations.

(iv) Table of contents.

2. Contents of the Report:

(i) Introduction:

The introductory part of research report should not only contain purpose of the study, statement of the problem, hypothesis and operational definition of the concepts, but should also contain a description of the agency, personnel and other aspects of research.

This part of report should contain the following:

(a) Purpose of investigation, statement of the problem, hypothesis and operational definition of the concepts.

(b) Sponsoring agency, personnel etc.

(c) Survey of literature and related studies

(d) Time, Field of Study and materials.

(e) Scope of study and limitations, if any.

(ii) The Research procedure:

This part of research report contains the following:

(a) The study, design

(b) The universe and the organisation of sampling procedures

(c) Methods, tools and techniques employed for collection of data.

(iii). Analysis and Presentation of findings:

This part of research happens to be the significant aspect as it contains not only the analysis of data collected but also the inferences drawn from the data on the basis of logic or statistics. Therefore, proofs whether logical or numerical must be shown in support of the generalization or theory that has been drawn on the basis of investigation.

Analysis and presentation of findings may be split into the following heads:

(a) Nature, volume and dimension of facts.

(b) Statistical analysis of data and their presentation,

(c) Interpretation, generalization and conclusions,

(d) Summary of findings and suggestions.

3. The Reference Material:

1. Bibliography:

It is a list of books and articles in the following order:

(i) Name of the author—An alphabetic order of the second names and in case of co-authors, except for the first author’s second name, the other authors’ first name occur first and then the second names etc.

(ii) Title of the book in italics, followed by the edition number, if any. In case of article, its name is to be quoted in italics, followed by the name of the journal/magazine; volume number in—Roman numerals and number of the journal.

(iii) Place of publication and name of the publishers.

(iv) Year of publication.

2. Appendices:

Appendices such as questionnaires, interview- schedules, statistical tables etc. not only add to the value and reliability of the research report, but, also present the basis on which the report has been prepared and generalizations have been made.

3. Glossary of terms

It gives an alphabetically arranged detailed reference to all important matters contained in the research reports. There may be either subject index or author index.

4. Style of Research Report Writing:

While preparing the research report the investigator must strictly adhere to a set of standards comprising simplicity, objectivity, application of quantitative terms, error-free description, citations of footnotes, use of abbreviations in bibliography or footnotes, layout of headings size and pagination.

1. Simplicity:

The report must be creative, must have sufficient clarity in terms of both thought and language. The sentence should be expressed in a simple concise manner and as far as possible slang; flippant phrases and entangled clauses and sub-clauses should be avoided. In order to highlight the important points in an adequate manner, long paragraphs should always be avoided and as far as practicable each paragraph may be sub-divided into small paragraphs. While using the technical terms, the target group must not be lost sight of Sufficient care must be taken to ensure that the reader must grasp the report easily.

2. Objectivity:

The report must be made free from any influence by any element of extortion or persuasion. It should not contain any prejudice or pre-conceived notion of the investigator and the explanations must not aim at simply convincing the readers. The researcher should not use any personal terms like T, ‘we’, ‘you’, ‘my’, ‘our’ and us. Rather he should introduce himself as the ‘investigator’ or the ‘researcher’ in the report.

The last names of the authors should find place in the report. The report must be presented as a scientific document. But at the same time care must be taken to keep in view the capacity of understanding of the readers. Although scientific terminology is used, each term should be clarified. Description of the procedures of research should be in the past tense.

3. Use of Quantitative Terms:

It is desirable that the researcher should use quantitative terms like ‘less in quantity” or ‘far in number.’ He must spell out the numbers appearing at the beginning of sentences as well as the fractions, unless they are combined. Moreover percent also need spell out if it is not in the tables or figures (i.e. 10 per cent rather 10%). If the numbers involve more than three digits, commas should be used to point off thousand of millions (i.e. 3,479; 39,814,111).

4. Correct Use of language:

The researcher should always try to avoid spelling mistakes, inconsistencies as well as grammatical errors. The use of a good dictionary will be of great help in this regard. Standard rules must be followed to prevent any error relating to punctuations. There should be a free flow of language in the report, otherwise it will be irritating.

Before the manuscript is sent for final typing, it must be rectified by a competent proof reader and thereafter it may be given for typesetting. Carelessness must always be avoided at every stage beginning from report writing and ending with type setting. An effective research report is necessarily obliged to undergo the process of several revisions before it is published.

5. Chapterisation:

Proper chapterisation is an essential feature of research report. A standard report always contains chapters, sections, sub-sections, tables and adequate charts. The term chapter should be typed in capital letter and the chapter number should be capitalized Roman numeral. The term as well as the numbers should be placed four spaces lower than the usual top line of the text and at the middle of the breadth of the text.

The caption should be typed in Capital letters and find its place at the centre, usually two spaces below the title of the chapter. The sections of the chapter should have a central head and the textual materials should begin after three spaces below the sectional head. The sub-sections and any further sub-division should appear with a free standing head towards the left margin and with a paragraph side head respectively.

6. Footnote Citations:

In order to make the report more impressive and authentic, the report writer may make use of the footnotes frequently. Footnotes may be used to explain in the form of statements with the continuity of the material contained in the text. The footnote citations are given at the bottom of the page. When used serially, the footnotes are labelled.

Usually the footnotes are positioned at the bottom d are separated by a two-inch horizontal line drawn from the left hand margin, A double space gap is maintained between the last line of the textual material and the first line of the footnote citations.

Although the footnote citations are single spaced, double spaces exist between two citations. Apart from placing the foot notes at the bottom of the page concerned the researcher can number them consecutively in respect of each chapter and place them at the end of each chapter.

7. Use of Abbreviations:

Some of the standard abbreviations in bibliography or footnotes which may be used by the researcher are as follows:

Col: Column

Cols: Columns

et al (et alii) : and others

fig, figs : figure, figures

i.e. lidest : that is

Op. cit (opera citato): Previously cited

ed; eds; editor, editors e.g. (exempti gratia) : for example

Ibid (Ibidem): Same reference

P., PP.: Page, Pages

8. Size of Research Report:

The research report should be of medium size, neither too short nor too bulky. Whereas a concise report fails to contain all the relevant facts and essential data, the very size of a voluminous report discourages the readers on its first appearance one way to solve the problem of the bulky report is to split it to two separate volumes, one for the main report and the other for containing the appendices, tables etc.

9. Pagination:

Although page numbers are to be indicated at each page of the report, these are not mentioned on the pages containing each division, such as the chapter, major sub- division, bibliography or appendix. Generally the page number is not indicated although continuity is maintained.

The proper space meant for indicating the page number is the upper right hand corner, one inch below the top of the page. Initially pagination is done on the final edited copy of the manuscript by using a light pencil and thereafter the manuscript is sent for final typing.

In a nut shell it can be stated that writing a research report in a simple and clear-cut manner is not at all an easy task. Actually it needs continuous reorganization, revision, deletion of exaggeration as the initial drafts are always considered inadequate. The researcher should always keep his mind open to criticism so as to develop a habit of learning objectivity and thereby bring substantial improvement through reorganization of the material.

5. Problems of Research Report Writing:

A very common notion regarding report writing is that if the field study is perfectly completed and other necessary endeavours for research have been made, the researcher will not find it difficult to prepare the research report, but in reality report writing is an uphill task which demands that the researcher will have to take enough care to prepare the report in a clear-cut manner without any ambiguity.

The researcher should try to explain rather than convince the readers. He should try to make such sentences which reflect the real intentions. But in real terms very many problems are likely to crop up due to the personal limitations of the researcher or due to distortion of the main line of thought or even due to faulty methodology. The report may also lack in stating various stages of the development of methodology.

Another problem of research report relates to non- coverage of what was originally proposed to be covered, without having any clarification as to why the scope of study is narrowed down. Similar problem may arise in case the scope is widened. Omission of relevant data and gap between the tables of data and conclusions reached may at times, cause further problems in cognizing the genuineness and authenticity of the findings.

Failure to provide the report with the operational definition of the terms not only generates problem but also makes the task of report writing more difficult on the part of the report writer. Differences in meaning of the concepts make communication difficult.

Unless the basic concepts are made amply clear, the readers will not find it easy to appreciate or cognize the report. Goode and Hatt say that “the lack of clear system of abstraction means that we cannot indicate quickly and easily just how much knowledge is to be assumed and how much is to be presented.”

Inability of the report writer to clarify the problem in accordance with the level of understanding and satisfaction of the readers is yet another problem. Failure on the part of the report writer to ensure that the problem investigated has been stated clearly, defeats the very purpose of writing a research report. Goode and Hatt hold in this regard, “Note, however, that to the extent that the problem itself is not clearly identified, the writer must either risk confusion or write in tedious detail everything about the study which might be of interest to the other social scientists”

Lack of patience, negligence and carelessness in drafting cause further problem in research report. Therefore the report writer should always try to eschew extra consciousness or carelessness, failing which it will not only result in a lot of disservice to the study but also the endeavour put in the collection of data will go futile.

The use of purely technical and tedious terms creates another problem for the general readers who may be interested in understanding the research problem investigated. On the one hand the report writer cannot afford to delete the technical terms. On the other hand he should not lose sight of the target group. By and large the report is oriented towards the expectations of that group, not to be read by the experts on the subject. Careful use of technical vocabulary can serve both the purposes and can break the communication barrier.

The problem of report writing in respect of action oriented research is that of interpretation by the members of a small group comprising specialists as well as laymen, which may either implement or reject the recommendations of the study. Since society lays emphasis on the recommendations such research, the report writer should take sufficient care to make the report intelligible to all kinds of members of the small group.

Thus it is obvious in the above discussion that report writing is an uphill takes as it is required that the report should not only be intelligible to the laymen and specialists, but also make them tempt to go through it. This is possible only when the report maintains a balance between the understanding of the experts as well as laymen with the minimum use of technical terms, clarification of the scope of the study and justification of its coverage and findings.

Related Articles:

• Research Report: Introduction, Definition and Report Format
• Contents of the Research Report

Comments are closed.

5 Characteristics of a Research Report

exist certain characteristics of a research report that distinguish it from other types of academic texts. In that sense, academic writing refers to a style of expression that exhibits some distinctive features.

Among them is the use of a formal tone, the preference for the employment of the third person and the precise choice of words.

On the other hand, a research report is a written document that describes an investigative work from beginning to end. The specific details in a report vary according to the type of inquiry.

In addition, specific conventions for writing in each of the scientific disciplines must be taken into account.

Main characteristics of a research report

Clarity of thought and language.

Clarity of thought and language are among the most essential characteristics of a research report. It is important to highlight that research is a thought process that begins even before choosing the topic of study.

The reasoning power of the researcher is the effective tool for the decisions that must be made throughout the process. This process demands a patient, deep and alert thinking.

In this way, clear thinking results in clear writing. As far as possible, sentences should be simple and important points should be highlighted in small paragraphs. This clarity will make the reader easily understand what the author of the report wants to say.

Conceptual clarity

Another characteristic of a research report is its conceptual clarity. The concepts in a study must be defined and explained. In general, the explanations of a dictionary are almost never adequate for research purposes.

Therefore, it is important to be very explicit, even with that terminology that seems to be very simple. It must be taken into account that the same term may have different definitions in different areas of knowledge.

Explicit statement of the research problem

The research report must establish the problem studied explicitly and unambiguously. In the case of Quantitative investigation , the problem statement must specify the variables and the population subject to study.

This approach can be made in declarative or question form. For its part, in qualitative research, the approach is much broader and indicates the general purpose of the study.

Organization and format

Research reports must observe certain standards of format and organization. The details of the format (type and size of source, margins, form of citing sources, presentation of the list of references, among others), are regulated by each institution.

On the other hand, other characteristics, such as the general organization, reflect the expectations of the scientific community. In this way, it is expected that the report contains a general summary, introduction (with the background and motivation of the study), materials and methods, results and the analysis of results.

Use of citations and list of references

It is very common that when conducting an investigation the intellectual property of another author is used. In research reports, an appointment should be suitably included when referring, summarizing, paraphrasing or quoting from another source. There are multiple formats for dating styles, and they vary according to the academic discipline.

In addition, the report must contain the list of references. These offer all the necessary information to locate the sources.

• University of Southern California. (2017, December 08). Organizing Your Social Sciences Research Paper: Academic Writing Style. Retrieved on December 29, 2017, from libguides.usc.edu .
• Locke, L. F.; Silverman, St. J. and Spirduso, W.W. (2004). Reading and Understanding Research. Thousand Oaks: SAGE.
• Cauvery, R.; Sudha, U. K.; Girija, M. and Meena kshi, R. (2003). Research Methodology. New Delhi: S. Chand Publishing.
• Profetto-McGrath, J.; Polit, D. F. and Beck, C. T. (2010). Canadian Essentials of Nursing Research. Philadelphia: Lippincott Williams & Wilkins.
• Ary, D.; Jacobs, L. C. and Sorensen, C. (2009). Introduction to Research in Education. Belmond: Cengage Learning.
• Westervelt, M. (s / f). Research Paper Organization and Content. Retrieved on December 29, 2017, from seas.upenn.edu.
• Penn State University. (2017, October 12). In-text Citation. Retrieved on December 29, 2017, from guides.libraries.psu.edu.
• The University of Tennessee. (s / f). Citing Sources and Avoiding Plagiarism. Retrieved on December 29, 2017, from guides.libraries.psu.edu.

Recent Posts

We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here . By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service .

New to Zacks? Get started here.

Member Sign In

Don't Know Your Password?

• Zacks #1 Rank
• Zacks Industry Rank
• Zacks Sector Rank
• Equity Research
• Mutual Funds
• Mutual Fund Screener
• ETF Screener
• Earnings Calendar
• Earnings Releases
• Earnings ESP
• Earnings ESP Filter
• Stock Screener
• Premium Screens
• Basic Screens
• Research Wizard
• Personal Finance
• Money Management
• Retirement Planning
• Tax Information
• My Portfolio
• Create Portfolio
• Style Scores
• Testimonials
• Zacks.com Tutorial

Services Overview

• Zacks Ultimate
• Zacks Investor Collection
• Zacks Premium

Investor Services

• ETF Investor
• Home Run Investor
• Income Investor
• Stocks Under $10
• Value Investor
• Top 10 Stocks

Other Services

• Method for Trading
• Zacks Confidential

Trading Services

• Black Box Trader
• Counterstrike
• Headline Trader
• Insider Trader
• Large-Cap Trader
• Options Trader
• Short Sell List
• Surprise Trader
• Alternative Energy

You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.

If you wish to go to ZacksTrade, click OK . If you do not, click Cancel.

Research Daily

Top Research Reports for Novo Nordisk, QUALCOMM & Caterpillar

GSK Quick Quote GSK QCOM Quick Quote QCOM CAT Quick Quote CAT NVO Quick Quote NVO MO Quick Quote MO TDG Quick Quote TDG CSPI Quick Quote CSPI EPSN Quick Quote EPSN

You follow Research Daily - edit

You follow Sheraz Mian - edit

What would you like to follow?

Sheraz Mian

Today's Must Read

Glp-1 drugs boost novo nordisk (nvo), market rivalry a woe, qualcomm (qcom) benefits from growing demand for ai chips, caterpillar (cat) to gain on strong demand in end markets.

Wednesday, May 22, 2024 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Novo Nordisk A/S (NVO), QUALCOMM Incorporated (QCOM) and Caterpillar Inc. (CAT), as well as two micro-cap stocks CSP Inc. (CSPI) and Epsilon Energy Ltd. (EPSN).  The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today’s research reports here >>> Shares of Novo Nordisk have outperformed the Zacks Large Cap Pharmaceuticals industry over the past year (+59.9% vs. +26.1%) on the back of strong demand for the company’s diabetes drugs Ozempic and Rybelsus and obesity drug Wegovy. Label expansions of the same in cardiovascular and other indications will likely boost sales. NVO has been tackling the supply constraints of Wegovy by increasing its manufacturing capabilities. The drug is now indicated in the United States to also reduce heart risks, which is a huge boost. The company is also gearing up to buy Cardior to help diversify its portfolio beyond diabetes treatments and obesity drugs. However, intense rivalry in the obesity sector threatens Novo Nordisk’s market share. Patent expiry and pricing pressure across the diabetes market also remain a woe. (You can read the full research report on Novo Nordisk here >>> ) Shares of QUALCOMM have outperformed the Zacks Wireless Equipment industry over the past year (+97.5% vs. +51.6%). The company is benefiting from healthy traction in Android handsets and automotive businesses. Development of Snapdragon Dev Kit for Windows in collaboration with Microsoft will boost commercial prospects in the AI PC market. QUALCOMM is increasingly focusing on the seamless transition from a wireless communications firm for the mobile industry to a connected processor company for the intelligent edge. This augurs well for the long-term growth. The Snapdragon X Series Platforms integrated with Qualcomm AI Hub are witnessing significant market traction among leading global PC manufacturers. However, inventory corrections are impeding sales in the IoT business. Increasing competition in the mobile phone chipset market is likely to strain margin. Rising geopolitical instability and high debt obligation remain concerns. (You can read the full research report on QUALCOMM here >>> ) Caterpillar’s shares have modestly outperformed the Zacks Manufacturing - Construction and Mining industry over the past year (+70.6% vs. +66.2%). The company’s earnings have increased year over year for thirteen straight quarters aided by cost-saving measures, strong demand and pricing actions. These factors mitigated the impact of the industry-wide supply-chain snarls and cost pressures. The Construction Industries segment will gain from the increased construction activities in the United States and globally. The mining sector will be bolstered by commodity demand driven by the energy transition trend, which, in turn, will support the Resource Industries segment. The Energy & Transportation segment is well-positioned for growth, backed by strong demand across all applications. Its dividend yield and payout ratio are higher than its peers. A solid liquidity position and investments in expanding services and digital initiatives will help Caterpillar deliver exceptional returns. (You can read the full research report on Caterpillar here >>> ) Shares of CSP have outperformed the Zacks Computer - Integrated Systems industry over the year-to-date period (+54.4% vs. +5.2%). This microcap company with market capitalization of $147.4 million showed strong fiscal second-quarter 2024 results, with net income soaring to $1.6 million from $0.3 million, driven by efficient cost management and 23% growth in high-margin services. Gross margins improved 900 bps year over year to 47%, aided by higher-margin AZT sales and higher-margin service revenues. Financially, CSPI is stable, with $27.1 million in cash and low debt. The company’s innovation in AI and cloud services enhances its competitive edge. Its deep-rooted presence since 1968 and alignment with rising global IT spending positions it well for sustained growth, leveraging opportunities in AI, cloud computing and cybersecurity. Also, CSPI is expanding its AZT PROTECT offering from Fortune 500 to mid-market companies, recently securing a significant contract with a global pharmaceutical firm, indicating robust market demand. (You can read the full research report on CSP here >>> ) Shares of Epsilon Energ y have gained +7.9% over the past year against the Zacks Oil and Gas - Integrated - United States industry’s gain of +18.8%. This microcap company with market capitalization of $118.6 million faces revenue risks from curtailed production and delayed well start-ups in Pennsylvania, deferring 4.5 million cubic feet per day of natural gas due to low prices, impacting short-term revenues and asset utilization. High capital expenditure, notably $21.4 million in the first quarter of 2024 for Permian and Pennsylvania developments, stretch liquidity, with cash dropping from $13.4 million as of Dec 31 to $2.3 million as of Mar 31. Hedging may not fully protect against prolonged low oil and natural gas prices, limiting upside potential and exposing the company to market volatility. Regulatory shifts and market dynamics could further constrain operations. Additionally, challenges in reserve replacement and dependency on core assets like the NE PA Marcellus heighten operational risks, which are critical for Epsilon’s revenues. (You can read the full research report on Epsilon Energy here >>> ) Other noteworthy reports we are featuring today include GSK plc (GSK), Altria Group, Inc. (MO) and TransDigm Group Incorporated (TDG). Director of Research Sheraz Mian Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>

Featured Reports

Gsk (gsk) vaccine & hiv products to drive sales growth.

GSK's key products like Dovato, Nucala and Shingrix are driving sales. The Zacks analyst says GSK has some promising new products in Specialty Medicines and Vaccines areas like RSV vaccine, Arexvy.

Altria Group (MO) Gains From Solid Pricing Amid Low Volumes

Per the Zacks analyst, Altria Group has been benefiting from its solid pricing power. In first quarter, higher pricing offered respite to revenues, which was otherwise hurt by low cigarette volumes.

Air Travel Aids TransDigm (TDG), Supply Chain Issues Woe

Per the Zacks analyst, steadily growing commercial air travel has been benefitting TransDigm's revenues. Yet, persistent supply chain constraints may hurt the stock

Strong Orders & Marketplace GOV Benefits DoorDash (DASH)

Per the Zacks analyst, DoorDash is benefiting from strong total orders and Marketplace GOV, alongside enhanced logistics efficiency and an increasing contribution from advertising.

Kinder Morgan (KMI) to Gain From Take-or-Pay Contracts

The Zacks analyst likes Kinder Morgan as the majority of its earnings are secured through take-or-pay contracts. However, elevated operations & maintenance expenses are concerning.

Clean Harbors (CLH) Gains on Thompson Buyout Despite Costs

Per the Zacks analyst, the Thompson acquisition expanded Clean Harbors' Environmental Services segment's industrial service operations. Rising costs are concerning.

Solid Insurance in Force, Persistency Drive Radian (RDN)

Per the Zacks analyst, Radian is poised to grow given solid persistency and rise in new mortgage insurance business driving insurance in force, declining delinquency and lower level of claims paid.

New Upgrades

Ecolab (ecl) benefits from volume gains and cost efficiency.

Per the Zacks analyst, Ecolab has been benefiting from increase in its sales volumes, driving pricing, and improving its underlying productivity by leveraging its digital capabilities.

Royal Caribbean's (RCL) Solid Booking Trends Aid Revenues

Per the Zacks analyst, increasing demand for cruises and solid booking trends are likely to drive Royal Caribbean's top-line. Strength in consumer spending onboard and pre-cruise purchases bodes well.

Wolverine's (WWW) Product Initiatives to Boost Market Share

Per the Zacks analyst, Wolverine is actively pursuing a comprehensive strategy to enhance brand portfolio, focusing on Merrell and Saucony brands. These efforts are expected to help gain market share.

New Downgrades

Akamai (akam) plagued by soft demand in the delivery segment.

Per the Zacks analyst, the slowdown in traffic growth across the industry, stemming from macroeconomic headwinds, will likely strain Akamai's margin. Rising geopolitical volatility is a concern.

Lower IT Spending to Hurt DXC Technology's (DXC) Prospects

Per the Zacks analyst, DXC Technology's growth prospects might be hurt by soft IT spending as organizations are pushing back their large IT investment plans amid the macroeconomic headwinds.

Poor Asset Quality, High Costs Hurt Hilltop Holdings (HTH)

Per the Zacks analyst, elevated expenses and weakening asset quality are expected to hurt Hilltop Holdings' bottom line. Higher mortgage rates continue to hurt originations and fee income growth.

Get the latest research report on GSK - FREE

Get the latest research report on QCOM - FREE

Get the latest research report on CAT - FREE

Get the latest research report on NVO - FREE

Get the latest research report on MO - FREE

Get the latest research report on TDG - FREE

Get the latest research report on CSPI - FREE

Get the latest research report on EPSN - FREE

This file is used for Yahoo remarketing pixel add

Due to inactivity, you will be signed out in approximately:

Statistical Consulting Group: annual report

Annual report: 4/1/2023 – 3/31/2024

Home       Team       Policies and Procedures     Signup Form

We are part of the Department of Statistics in L&S We provide UW faculty, staff, and students with assistance in all statistical aspects of research, from project design through publication.

• Director: Cécile Ané, Professor, Statistics & Botany
• Manager: Nicholas Keuler, Academic Staff, Statistics
• 1.25 FTE average; PAs had 17%-50% appointments, varying across semesters
• N. Aviles, C. Breen, E. Gorstein, M. Harding, S. Holmes, A. Kokandakar, M. Liou, S. Moen

Thanks to funding by: CALS, L&S, the Primate Research Center (WNPRC), and the Department of Medical Sciences in the School of Veterinary Medicine

Who we served

We served a total of 23 departments / units, 207 clients , 107 PIs, in 768 meetings

Number of meetings, unique clients and unique PIs

Number of meetings with cals departments and pis.

While we served many units and PIs in CALS, we note that several units in CALS are not represented, and some units are represented by a small fraction of their PIs. Our goal for next year is to asses unmet needs, and advertise our services to PIs and units who do not know about what we offer.

Client feedback

High satisfaction

• We were perceived very highly, with 96% researcher satisfaction overall (“agreed” or “strongly agreed”).
• 93% researchers view our contributions as “critical” or “very valuable” to their research.
• 89% researchers indicated they would probably or definitely need further collaboration in the future.

• Subscribe Now

A Unique Election Driven by a Traditional Issue

There are a lot of unique and untested variables in this upcoming presidential election. It is the first race in more than 100 years between an incumbent and former incumbent president (both of whom would be the oldest ever to be inaugurated). It is the first to feature a major party nominee under multiple indictments. And it's the first presidential contest since the Supreme Court decision that overturned Roe v. Wade .

At this point, however, the defining issue for this contest is a more traditional one: the economy. “Right now, this election is about President Biden’s economic record and America’s economic future,” said GS Strategies President Greg Strimple. “When it comes to who voters trust to move the economy forward, Trump is in the driver’s seat.”

While abortion remains a strong issue for Democrats, Biden’s advantage on the issue isn’t strong enough to offset Trump’s overall strength on bringing down the cost of living.

“Voters clearly recognize the huge steps backward a Trump presidency might bring - they are pessimistic about what he could do to abortion rights, progress on climate change, and even failing to protect Medicare and Social Security. And yet, their economic frustrations are enough to override all that,” said Lindsay Vermeyen, Partner at BSG.

That is one of the big takeaways from the Swing State Project — a collaboration between the Cook Political Report, GS Strategy Group (a Republican polling firm), and BSG (a Democratic polling firm). The project surveyed 3,969 voters in seven battleground states from May 6 to May 13.

In the seven states combined, Trump leads Biden in a head-to-head matchup 47% to 44%. In a five-way ballot test that includes Robert F. Kennedy Jr., Green Party candidate Jill Stein, and independent Cornel West, Trump opened a larger lead: 43% to 38% for Biden and 8% for Kennedy Jr.

When looking at the individual states, Trump leads Biden in all but Wisconsin, where the two candidates are tied at 45% each. Trump’s leads in North Carolina (+7) and Nevada (+9) are the most robust. His leads in Arizona, Georgia, Michigan and Pennsylvania are much narrower, between one and three points. In 2020, Biden won every one of these states except North Carolina.

The Cost of Living Defines This Election

Many Democrats wonder why Biden isn’t getting more credit for an economy where unemployment is at record lows, the stock market is booming, and the post-COVID economic hangover has lifted. But those aren’t the measuring sticks that voters use to gauge the health of the economy. When asked what they thought the best markers of a strong economy were, few (6%) picked the stock market, only 13% picked low unemployment, and just 9% chose household income. Instead, a healthy majority (54%) said the cost of living was the best way to measure the strength of the economy. And, not surprisingly, 51% of voters also think that inflation is the “worst/weakest” part of the economy.

In other words, in the minds of voters, inflation is the engine — not the caboose — of the economy. Moreover, 59% of voters think that President Biden has control over inflation and rising costs. This helps explain why Biden’s approval rating on the economy is deeply underwater at -20 (40% approve to 60% disapprove). Meanwhile, perceptions of Trump’s handling of the economy when he was president, marked by low inflation but huge job losses from COVID, are overwhelmingly positive, with 62% approving of how he dealt with economic issues.  

More ominously for Biden, 78% think it’s likely inflation will continue to be an issue during a second Biden term, and only 40% think he would be able to bring down the cost of goods. Voters are much more optimistic about Trump’s ability to bring down prices, with 56% saying that they think that Trump will be able to get the cost of living under control if he were elected to a second term.

Trump’s significant advantage over Biden on the issue of inflation, however, isn’t enough to give him an equally large overall lead in a head-to-head matchup.  That’s because not everyone who thinks Trump did or would do a better job on the economy is voting for him. Of the 56% who think Trump is likely to get inflation under control, 18% said they will vote for Biden over Trump.  

Voters’ perceptions of Trump remain negative overall (52% unfavorable to 46% favorable) and pretty well-baked in, which creates something of a ceiling for his electoral support.

Even so, Trump’s perceived strength on the economy — and immigration — are enough to help offset his other liabilities, including abortion.

Overall, swing state voters are more optimistic about how Biden would handle abortion in a second term than Trump, by a 14-point margin. But, Trump’s advantage over Biden on issues like immigration and inflation is twice as large.

“The degree to which the cost of living is the biggest pain point for voters today cannot be overstated,” said BSG Partner Patrick Toomey, “I am haunted by the fact that more voters are currently backing Trump than feel confident that America will remain a democracy plain and simple if he becomes president again. There are significant numbers of voters who appear willing to risk the future of democracy because they believe Trump could help get costs down.”

Just 41% of voters said they were confident that “America would remain a democracy” if Trump won a second term, compared to 59% who said that Trump will either become a dictator, try and fail to become a dictator or didn’t know either way.

Voters More Worried About Biden Setting Economic Policy and Immigration Policy Than Trump Setting Abortion Policy

There is an argument to be made that Biden has yet to really define Trump on abortion. However, many voters already believe that Trump would be more restrictive on this issue should he win the election. Overall, 55% of voters in these battleground states think it’s at least somewhat likely that abortion would be banned nationwide under Trump and 52% think it is at least somewhat likely that he would try to outlaw contraceptives nationally. In other words, these voters aren’t naive about the risks to reproductive access, but many view rising costs as an overriding concern.

Among all voters, 73% ranked Inflation/Cost of Living as one of their top three issues, while 52% named Immigration/Border Security and 35% named Abortion/Reproductive Rights. Even among women, abortion ranked third (73% inflation, 48% immigration and 42% abortion) and among independents, abortion/reproductive rights ranked fourth.  

When we asked voters which worried them more, Biden setting economic policy or Trump setting policy for abortion rights, 55% said they were more worried about Biden handling the economy than they were about Trump setting policy on abortion (45%). In fact, aside from Democrats, the only other demographic group that was more concerned about Trump setting abortion policy than Biden setting economic policy were college-educated women.

On immigration, a top issue for voters in these swing states, 53% of voters said they were more concerned about Biden setting immigration policy in a second term, while 47% were more concerned about Trump setting abortion policy. 

Personal Liabilities

Both men enter this race as well-known entities with well-understood liabilities. But Biden’s “age and ability to complete his term” were seen as slightly more concerning than Trump’s “temperament and legal problems" by a 53% to 47% margin. In fact, a whopping 66% of voters think Biden won’t finish his term, including 48% of Democrats and 70% of independent voters.

Today, the Trump Campaign Theory of the Case Is Stronger Than Biden’s

The theory of the case from the Biden campaign is that despite frustrations with his handling of the economy, voters will re-elect the president once they appreciate the risks of Trump returning to office.

The Trump campaign argument is that voters fundamentally desire peace and prosperity and that Biden has failed on both those fronts.

Today, the “peace and prosperity” theory is winning out over “existential risks.” Swing state voters are pessimistic not just about the job Biden is doing today, but about his ability to make meaningful and positive change in a second term. Biden’s overall weak position, combined with voters’ deep worry about rising costs, is currently limiting his ability to make the case that Trump is the bigger risk.

Even so, the race is still close because both candidates’ personal weaknesses make it hard for them to leverage the issues that should benefit them.

View the May 2024 poll toplines.

View the May 2024 poll crosstabs (CPR subscribers only )

More from the Cook Political Report

North Carolina Governor Moves From Lean Democrat To Toss Up

Montana House Primary Preview: Former Big Sky Congressman’s Comeback Bid Up in the Air

House Rating Change: Supreme Court Redistricting Ruling Moves SC-01 to Solid Republican

New Jersey House Primary Preview: Menendez Jr. Hopes Voters Don’t Punish the Son for the Sins of His Father

Jessica Taylor: Can Democratic Senate Incumbents Outrun Biden?

Subscribe Today

Our subscribers have first access to individual race pages for each House, Senate and Governors race, which will include race ratings (each race is rated on a seven-point scale) and a narrative analysis pertaining to that race. 

Thank you for visiting nature.com. You are using a browser version with limited support for CSS. To obtain the best experience, we recommend you use a more up to date browser (or turn off compatibility mode in Internet Explorer). In the meantime, to ensure continued support, we are displaying the site without styles and JavaScript.

• View all journals
• My Account Login
• Explore content
• About the journal
• Publish with us
• Sign up for alerts
• Open access
• Published: 27 May 2024

Research on domain ontology construction based on the content features of online rumors

• Jianbo Zhao 1 ,
• Huailiang Liu 1 ,
• Weili Zhang 1 ,
• Tong Sun 1 ,
• Qiuyi Chen 1 ,
• Yuehai Wang 2 ,
• Jiale Cheng 2 ,
• Yan Zhuang 1 ,
• Xiaojin Zhang 1 ,
• Shanzhuang Zhang 1 ,
• Bowei Li 3 &
• Ruiyu Ding 2  

Scientific Reports volume  14 , Article number:  12134 ( 2024 ) Cite this article

1 Altmetric

Metrics details

• Computational neuroscience
• Computer science
• Data acquisition
• Data integration
• Data mining
• Data processing
• Human behaviour
• Information technology
• Literature mining
• Machine learning
• Scientific data

Online rumors are widespread and difficult to identify, which bring serious harm to society and individuals. To effectively detect and govern online rumors, it is necessary to conduct in-depth semantic analysis and understand the content features of rumors. This paper proposes a TFI domain ontology construction method, which aims to achieve semantic parsing and reasoning of the rumor text content. This paper starts from the term layer, the frame layer, and the instance layer, and based on the reuse of the top-level ontology, the extraction of core literature content features, and the discovery of new concepts in the real corpus, obtains the core classes (five parent classes and 88 subclasses) of the rumor domain ontology and defines their concept hierarchy. Object properties and data properties are designed to describe relationships between entities or their features, and the instance layer is created according to the real rumor datasets. OWL language is used to encode the ontology, Protégé is used to visualize it, and SWRL rules and pellet reasoner are used to mine and verify implicit knowledge of the ontology, and judge the category of rumor text. This paper constructs a rumor domain ontology with high consistency and reliability.

Similar content being viewed by others

From rumor to genetic mutation detection with explanations: a GAN approach

Improving long COVID-related text classification: a novel end-to-end domain-adaptive paraphrasing framework

How do we study misogyny in the digital age? A systematic literature review using a computational linguistic approach

Introduction.

Online rumors are false information spread through online media, which have the characteristics of wide content 1 , hard to identify 2 , 3 . Online rumors can mislead the public, disrupt social order, damage personal and collective reputations, and pose a great challenge to the governance of internet information content. Therefore, in order to effectively detect and govern online rumors, it is necessary to conduct an in-depth semantic analysis and understanding of the rumor text content features.

The research on the content features of online rumors focuses on the lexical, syntactic and semantic features of the rumor text, including lexical, syntactic and semantic features 4 , syntactic structure and functional features 5 , source features 5 , 6 , rhetorical methods 7 , narrative structure 6 , 7 , 8 , language style 6 , 9 , 10 , corroborative means 10 , 11 and emotional features 10 , 12 , 13 , 14 , 15 , 16 , 17 , 18 . Most of the existing researches on rumor content features are feature mining under a single domain topic type, and lack of mining the influence relationship between multiple features. Therefore, this paper proposes to build an online rumor domain ontology to realize fine-grained hierarchical modeling of the relationship between rumor content features and credible verification of its effectiveness. Domain ontology is a systematic description of the objective existence in a specific discipline 19 . The construction methods mainly include TOVE method 20 , skeleton method 21 , IDEF-5 method 22 , 23 , methontology method 24 , 25 and seven-step method 26 , 27 , among which seven-step method is the most mature and widely used method at present 28 , which has strong systematicness and applicability 29 , but it does not provide quantitative indicators and methods about the quality and effect of ontology. The construction technology can be divided into the construction technology based on thesaurus conversion, the construction technology based on existing ontology reuse and the semi-automatic and automatic construction technology based on ontology engineering method 30 . The construction technology based on thesaurus conversion and the construction technology based on existing ontology reuse can save construction time and cost, and improve ontology reusability and interoperability, but there are often differences in structure, semantics and scene. Semi-automatic and automatic construction technology based on ontology engineering method The application of artificial intelligence technology can automatically extract ontology elements and structures from data sources with high efficiency and low cost, but the quality and accuracy are difficult to guarantee. Traditional domain ontology construction methods lack effective quality evaluation support, and construction technology lacks effective integration application. Therefore, this paper proposes an improved TFI network rumor domain ontology construction method based on the seven-step method. Starting from the terminology layer, the framework layer and the instance layer, it integrates the top-level ontology and core document content feature reuse technology, the bottom-up semi-automatic construction technology based on N-gram new word discovery algorithm and RoBERTa-Kmeans clustering algorithm, defines the fine-grained features of network rumor content and carries out hierarchical modeling. Using SWRL rules and pellet inference machine, the tacit knowledge of ontology is mined, and the quality of ontology validity and consistency is evaluated and verified.

The structure of this paper is as follows: Sect “ Related work ” introduces the characteristics of rumor content and the related work of domain ontology construction.; Sect “ Research method ” constructs the term layer, the frame layer and the instance layer of the domain ontology; Sect “ Domain ontology construction ” mines and verifies the implicit knowledge of the ontology based on SWRL rules and Pellet reasoner; Sect “ Ontology reasoning and validation ” points out the research limitations and future research directions; Sect “ Discussion ” summarizes the research content and contribution; Sect “ Conclusion ” summarizes the research content and contribution of this paper.

Related Work

Content features of online rumors.

The content features of online rumors refer to the adaptive description of vocabulary, syntax and semantics in rumor texts. Fu et al. 5 have made a linguistic analysis of COVID-19’s online rumors from the perspectives of pragmatics, discourse analysis and syntax, and concluded that the source of information, the specific place and time of the event, the length of the title and statement, and the emotions aroused are the important characteristics to judge the authenticity of the rumors; Zhang et al. 6 summarized the narrative theme, narrative characteristics, topic characteristics, language style and source characteristics of new media rumors; Li et al. 7 found that rumors have authoritative blessing and fear appeal in headline rhetoric, and they use news and digital headlines extensively, and the topic construction mostly uses programmed fixed structure; Yu et al. 8 analyzed and summarized the content distribution, narrative structure, topic scene construction and title characteristics of rumors in detail; Mourao et al. 9 found that the language style of rumors is significantly different from that of real texts, and rumors tend to use simpler, more emotional and more radical discourse strategies; Zhou et al. 10 analyzed the rumor text based on six analysis categories, such as content type, focus object and corroboration means, and found that the epidemic rumors were mostly “infectious” topics, with narrative expression being the most common, strong fear, and preference for exaggerated and polarized discourse style. Huang et al. 11 conducted an empirical study based on WeChat rumors, and found that the “confirmation” means of rumors include data corroboration and specific information, hot events and authoritative release; Butt et al. 12 analyzed the psycholinguistic features of rumors, and extracted four features from the rumor data set: LIWC, readability, senticnet and emotions. Zhou et al. 13 analyzed the semantic features of fake news content in theme and emotion, and found that the distribution of fake news and real news is different in theme features, and the overall mood, negative mood and anger of fake news are higher; Tan et al. 14 divided the content characteristics of rumors into content characteristics with certain emotional tendency and social characteristics that affect credibility; Damstra et al. 15 identified the elements as a consistent indicator of intentionally deceptive news content, including negative emotions causing anger or fear, lengthy sensational headlines, using informal language or swearing, etc. Lai et al. 16 put forward that emotional rumors can make the rumor audience have similar positive and negative emotions through emotional contagion; Yuan et al. 17 found that multimedia evidence form and topic shaping are important means to create rumors, which mostly convey negative emotions of fear and anger, and the provision of information sources is related to the popularity and duration of rumors; Ruan et al. 18 analyzed the content types, emotional types and discourse focus of Weibo’s rumor samples, and found that the proportion of social life rumors was the highest, and the emotional types were mainly hostile and fearful, with the focus on the general public and the personnel of the party, government and military institutions.

The forms and contents of online rumors tend to be diversified and complicated. The existing research on the content features of rumors is mostly aimed at the mining of content characteristics under specific topics, which cannot cover various types of rumor topics, and lacks fine-grained hierarchical modeling of the relationship between features and credible verification of their effectiveness.

Domain ontology construction

Domain ontology is a unified definition, standardized organization and visual representation of the concepts of knowledge in a specific domain 31 , 32 , and it is an important source of information for knowledge-based systems 19 , 33 . Theoretical methods include TOVE method 20 , skeleton method 21 , IDEF-5 method 22 , 23 , methontology method 24 , 25 and seven-step method 26 , 27 . TOVE method transforms informal description into formal ontology, which is suitable for fields that need accurate knowledge, but it is complex and time-consuming, requires high-level domain knowledge and is not easy to expand and maintain. Skeleton method forms an ontology skeleton by defining the concepts and relationships of goals, activities, resources, organizations and environment, which can be adjusted according to needs and is suitable for fields that need multi-perspective and multi-level knowledge, but it lacks formal semantics and reasoning ability. Based on this method, Ran et al. 34 constructed the ontology of idioms and allusions. IDEF5 method uses chart language and detailed description language to construct ontology, formalizes and visualizes objective knowledge, and is suitable for fields that need multi-source data and multi-participation, but it lacks a unified ontology representation language. Based on this method, Li et al. 35 constructed the business process activity ontology of military equipment maintenance support, and Song et al. 36 established the air defense and anti-missile operation process ontology. Methontology is a method close to software engineering. It systematically develops ontologies through the processes of specification, knowledge acquisition, conceptualization, integration, implementation, evaluation and document arrangement, which is suitable for fields that need multi-technology and multi-ontology integration, but it is too complicated and tedious, and requires a lot of resources and time 37 . Based on this method, Yang et al. 38 completed the ontology of emergency plan, Duan et al. 39 established the ontology of high-resolution images of rural residents, and Chen et al. 40 constructed the corpus ontology of Jiangui. Seven-step method is the most mature and widely used method at present 28 . It is systematic and applicable to construct ontology by determining its purpose, scope, terms, structure, attributes, limitations and examples 29 , but it does not provide quantitative indicators and methods about the quality and effect of ontology. Based on this method, Zhu et al. 41 constructed the disease ontology of asthma, Li et al. 42 constructed the ontology of military events, the ontology of weapons and equipment and the ontology model of battlefield environment, and Zhang et al. 43 constructed the ontology of stroke nursing field, and verified the construction results by expert consultation.

Domain ontology construction technology includes thesaurus conversion, existing ontology reuse and semi-automatic and automatic construction technology based on ontology engineering method 30 . The construction technology based on thesaurus transformation takes the existing thesaurus as the knowledge source, and transforms the concepts, terms and relationships in the thesaurus into the entities and relationships of domain ontology through certain rules and methods, which saves the time and cost of ontology construction and improves the quality and reusability of ontology. However, it is necessary to solve the structural and semantic differences between thesaurus and ontology and adjust and optimize them according to the characteristics of different fields and application scenarios. Wu et al. 44 constructed the ontology of the natural gas market according to the thesaurus of the natural gas market and the mapping of subject words to ontology, and Li et al. 45 constructed the ontology of the medical field according to the Chinese medical thesaurus. The construction technology based on existing ontology reuse uses existing ontologies or knowledge resources to generate new domain ontologies through modification, expansion, merger and mapping, which saves time and cost and improves the consistency and interoperability of ontologies, but it also needs to solve semantic differences and conflicts between ontologies. Chen et al. 46 reuse the top-level framework of scientific evidence source information ontology (SEPIO) and traditional Chinese medicine language system (TCMLS) to construct the ontology of clinical trials of traditional Chinese medicine, and Xiao et al. 47 construct the domain ontology of COVID-19 by extracting the existing ontology and the knowledge related to COVID-19 in the diagnosis and treatment guide. Semi-automatic and automatic construction technology based on ontology engineering method semi-automatically or automatically extracts the elements and structures of ontology from data sources by using natural language processing, machine learning and other technologies to realize large-scale, fast and low-cost domain ontology construction 48 , but there are technical difficulties, the quality and accuracy of knowledge extraction can not be well guaranteed, and the quality and consistency of different knowledge sources need to be considered. Suet al. 48 used regular templates and clustering algorithm to construct the ontology of port machinery, Zheng et al. 49 realized the automatic construction of mobile phone ontology through LDA and other models, Dong et al. 50 realized the automatic construction of ontology for human–machine ternary data fusion in manufacturing field, Linli et al. 51 proposed an ontology learning algorithm based on hypergraph, and Zhai et al. 52 learned from it through part-of-speech tagging, dependency syntax analysis and pattern matching.

At present, domain ontology construction methods are not easy to expand, lack of effective quality evaluation support, lack of effective integration and application of construction technology, construction divorced from reality can not guide subsequent practice, subjective ontology verification and so on. Aiming at the problems existing in the research of content characteristics and domain ontology construction of online rumors, this paper proposes an improved TFI network rumor domain ontology construction method based on seven-step method, which combines top-down existing ontology reuse technology with bottom-up semi-automatic construction technology, and establishes rumor domain ontology based on top-level ontology reuse, core document content feature extraction and new concept discovery in the real corpus from the terminology layer, framework layer and instance layer. Using Protégé as a visualization tool, the implicit knowledge mining of ontology is carried out by constructing SWRL rules to verify the semantic parsing ability and consistency of domain ontology.

Research method

This paper proposes a TFI online rumor domain ontology construction method based on the improvement of the seven-step method, which includes the term layer, the frame layer and the instance layer construction.

Term layer construction

Determine the domain and scope: the purpose of constructing the rumor domain ontology is to support the credible detection and governance of online rumors, and the domain and scope of the ontology are determined by answering questions.

Three-dimensional term set construction: investigate the top-level ontology and related core literature, complete the mapping of reusable top-level ontology and rumor content feature concept extraction semi-automatically from top to bottom; establish authoritative real rumor datasets, and complete the domain new concept discovery automatically from bottom to top; based on this, determine the term set of the domain ontology.

Frame layer construction

Define core classes and hierarchical relationships: combine the concepts of the three-dimensional rumor term set, based on the data distribution of the rumor dataset, define the parent class, summarize the subclasses, design hierarchical relationships and explain the content of each class.

Define core properties and facets of properties: in order to achieve deep semantic parsing of rumor text contents, define object properties, data properties and property facets for each category in the ontology.

Instance layer construction

Create instances: analyze the real rumor dataset, extract instance data, and add them to the corresponding concepts in the ontology.

Encode and visualize ontology: use OWL language to encode ontology, and use Protégé to visualize ontology, so that ontology can be understood and operated by computer.

Ontology verification: use SWRL rules and pellet reasoner to mine implicit knowledge of ontology, and verify its semantic parsing ability and consistency.

Ethical statements

This article does not contain any studies with human participants performed by any of the authors.

Determine the professional domain and scope of the ontology description

This paper determines the domain and scope of the online rumor domain ontology by answering the following four questions:

(1) What is the domain covered by the ontology?

The “Rumor Domain Ontology” constructed in this paper only considers content features, not user features and propagation features; the data covers six rumor types of politics and military, disease prevention and treatment, social life, science and technology, nutrition and health, and others involved in China’s mainstream internet rumor-refuting websites.

(2) What is the purpose of the ontology?

To perform fine-grained hierarchical modeling of the relationships among the features of multi-domain online rumor contents, realize semantic parsing and credibility reasoning verification of rumor texts, and guide fine-grained rumor detection and governance. It can also be used as a guiding framework and constraint condition for online rumor knowledge graph construction.

(3) What kind of questions should the information in the ontology provide answers for?

To provide answers for questions such as the fine-grained rumor types of rumor instances, the valid features of rumor types, etc.

(4) Who will use the ontology in the future?

Users of online rumor detection and governance, users of online rumor knowledge graphs construction.

Three-dimensional term set construction

Domain concepts reused by top-level ontology.

As a mature and authoritative common ontology, top-level ontology can be shared and reused in a large range, providing reference and support for the construction of domain ontology. The domain ontology of online rumors established in this paper focuses on the content characteristics, mainly including the content theme, events and emotions of rumor texts. By reusing the terminology concepts in the existing top-level ontology, the terminology in the terminology set can be unified and standardized. At the same time, the top-level concept and its subclass structure can guide the framework construction of domain ontology and reduce the difficulty and cost of ontology construction. Reusable top-level ontologies include: SUMO, senticnet and ERE after screening.

SUMO ontology: a public upper-level knowledge ontology containing some general concepts and relations for describing knowledge in different domains. The partial reusable SUMO top-level concepts and subclasses selected in this paper are shown in Table 1 , which provides support for the sub-concept design of text topics in rumor domain ontology.

Senticnet: a knowledge base for concept-based sentiment analysis, which contains semantic, emotional, and polarity information related to natural language concepts. The partial reusable SenticNet top-level concepts and subclasses selected in this paper are shown in Table 2 , which provides support for the sub-concept design of text topics in rumor domain ontology.

Entities, relations, and events (ERE): a knowledge base of events and entity relations. The partial reusable ERE top-level concepts and subclasses selected in this paper are shown in Table 3 , which provides support for the sub-concept design of text elements in the rumor domain ontology.

Extracting domain concepts based on core literature content features

Domain core literature is an important source for extracting feature concepts. This paper uses ‘rumor detection’ as the search term to retrieve 274 WOS papers and 257 CNKI papers from the WOS and CNKI core literature databases. The content features of rumor texts involved in the literature samples are extracted, the repetition content features are eliminated, the core content features are screened, and the canonical naming of synonymous concepts from different literatures yields the domain concepts as shown in Table 4 . Among them, text theme, text element, text style, text feature and text rhetoric are classified as text features; emotional category, emotional appeal and rumor motive are classified as emotional characteristics; source credibility, evidence credibility and testimony method are classified as information credibility characteristics; social context is implicit.

Extracting domain concepts based on new concept discovery

This paper builds a general rumor dataset based on China’s mainstream rumor-refuting websites as data sources, and proposes a domain new concept discovery algorithm to discover domain new words in the dataset, add them to the word segmentation dictionary to improve the accuracy of word segmentation, and cluster them according to rumor type, resulting in a concept subclass dictionary based on the real rumor dataset, which provided realistic basis and data support for the conceptual design of each subclass in domain ontology.

Building a general rumor dataset

The rumor dataset constructed in this paper contains 12,472 texts, with 6236 rumors and 6236 non-rumors; the data sources are China’s mainstream internet rumor-refuting websites: 1032 from the internet rumor exposure platform of China internet joint rumor-refuting platform, 270 from today’s rumor-refuting of China internet joint rumor-refuting platform, 1852 from Tencent news Jiaozhen platform, 1744 from Baidu rumor-refuting platform, 7036 from science rumor-refuting platform, and 538 from Weibo community management center. This paper invited eight researchers to annotate the labels (rumor, non-rumor), categories (politics and military, disease prevention and treatment, social life, science and technology, nutrition and health, others) of the rumor dataset. Because data annotation is artificial and subjective, in order to ensure the effectiveness and consistency of annotation, before inviting researchers to annotate, this paper formulates annotation standards, including the screening method, trigger words and sentence break identification of rumor information and corresponding rumor information, and clearly explains and exemplifies the screening method and trigger words of rumor categories, so as to reduce the understanding differences among researchers; in view of this standard, researchers are trained in labeling to familiarize them with labeling specifications, so as to improve their labeling ability and efficiency. The method of multi-person cross-labeling is adopted when labeling, and each piece of data is independently labeled by at least two researchers. In case of conflicting labeling results, the labeling results are jointly decided by the data annotators to increase the reliability and accuracy of labeling. After labeling, multi-person cross-validation method is used to evaluate the labeling results. Each piece of data is independently verified by at least two researchers who did not participate in labeling, and conflicting labeling results are jointly decided by at least five researchers to ensure the consistency of evaluation results. Examples of the results are shown in Table 5 .

N-gram word granularity rumor text new word discovery algorithm

Existing neologism discovery algorithms are mostly based on the granularity of Chinese characters, and the time complexity of long word discovery is high and the accuracy rate is low. The algorithm’s usefulness is low, and the newly discovered words are mostly already found in general domain dictionaries. To solve these problems, this paper proposes an online rumor new word discovery algorithm based on N-gram word granularity, as shown in Fig.  1 .

Flowchart of domain new word discovery algorithm.

First, obtain the corpus to be processed \({\varvec{c}}=\{{{\varvec{s}}}_{1},{{\varvec{s}}}_{2},...,{{\varvec{s}}}_{{{\varvec{n}}}_{{\varvec{c}}}}\}\) , and perform the first preprocessing on the corpus to be processed, which includes: sentence segmentation, Chinese word segmentation and punctuation removal for the corpus to be processed. Obtain the first corpus \({{\varvec{c}}}^{{\varvec{p}}}=\{{{\varvec{s}}}_{1}^{{\varvec{p}}},{{\varvec{s}}}_{2}^{{\varvec{p}}},...,{{\varvec{s}}}_{{{\varvec{n}}}_{{\varvec{c}}}}^{{\varvec{p}}}\}\) ; where \({s}_{i}\) represents the \(i\) -th sentence in the corpus to be processed, \({n}_{c}\) represents the number of sentences in the corpus to be processed, and \({s}_{i}^{p}\) is the i-th sentence in the first corpus; perform N-gram operation on each sentence in the first corpus separately, and obtain multiple candidate words \(n=2\sim 5\) ; count the word frequency of each candidate word in the first corpus, and remove the candidate words with word frequency less than the first threshold, and obtain the first class of candidate word set;calculate the cohesion of each candidate word in the first class of candidate word set according to the following formula:

In the formula, \(P(\cdot )\) represents word frequency.Then filter according to the second threshold corresponding to N-gram operation, and obtain the second class of candidate word set; after loading the new words in the second class of candidate word set into LTP dictionary, perform the second preprocessing on the corpus to be processed \({\varvec{c}}=\{{{\varvec{s}}}_{1},{{\varvec{s}}}_{2},...,{{\varvec{s}}}_{{{\varvec{n}}}_{{\varvec{c}}}}\}\) ; and obtain the second corpus \({{\varvec{c}}}^{{\varvec{p}}\boldsymbol{^{\prime}}}=\{{{\varvec{s}}}_{1}^{{\varvec{p}}\boldsymbol{^{\prime}}},{{\varvec{s}}}_{2}^{{\varvec{p}}\boldsymbol{^{\prime}}},...,{{\varvec{s}}}_{{{\varvec{n}}}_{{\varvec{c}}}}^{{\varvec{p}}\boldsymbol{^{\prime}}}\}\) ; where the second preprocessing includes: sentence segmentation, Chinese word segmentation and stop word removal for the corpus to be processed; after obtaining the vector representation of each word in the second corpus, determine the vector representation of each new word in the second class of candidate word set; according to the vector representation of each new word, use K-means algorithm for clustering; according to the clustering results and preset classification rules, classify each new word to the corresponding domain. The examples of new words discovered are shown in Table 6 :

RoBERTa-Kmeans rumor text concepts extraction algorithm

After adding the new words obtained by the new word discovery to the LTP dictionary, the accuracy of LTP word segmentation is improved. The five types of rumor texts established in this paper are segmented by using the new LTP dictionary, and the word vectors are obtained by inputting them into the RoBERTa word embedding layer after removing the stop words. The word vectors are clustered by k-means according to rumor type to obtain the concept subclass dictionary. The main process is as follows:

(1) Word embedding layer

The RoBERTa model uses Transformer-Encode for computation, and each module contains multi-head attention mechanism, residual connection and layer normalization, feed-forward neural network. The word vectors are obtained by representing the rumor texts after accurate word segmentation through one-hot encoding, and the position encoding represents the relative or absolute position of the word in the sequence. The word embedding vectors generated by superimposing the two are used as input X. The multi-head attention mechanism uses multiple independent Attention modules to perform parallel operations on the input information, as shown in formula ( 2 ):

where \(\left\{{\varvec{Q}},{\varvec{K}},{\varvec{V}}\right\}\) is the input matrix, \({{\varvec{d}}}_{{\varvec{k}}}\) is the dimension of the input matrix. After calculation, the hidden vectors obtained after computation are residual concatenated with layer normalization, and then calculated by two fully connected layers of feed-forward neural network for input, as shown in formula ( 3 ):

where \(\left\{{{\varvec{W}}}_{{\varvec{e}}},{{\varvec{W}}}_{0}\boldsymbol{^{\prime}}\right\}\) are the weight matrices of two connected layers, \(\left\{{{\varvec{b}}}_{{\varvec{e}}},{{\varvec{b}}}_{0}\boldsymbol{^{\prime}}\right\}\) are the bias terms of two connected layers.

After calculation, a bidirectional association between word embedding vectors is established, which enables the model to learn the semantic features contained in each word embedding vector in different contexts. Through fine-tuning, the learned knowledge is transferred to the downstream clustering task.

(2) K-means clustering

Randomly select k initial points to obtain k classes, and iterate until the loss function of the clustering result is minimized. The loss function can be defined as the sum of squared errors of each sample point from its cluster center point, as shown in formula ( 4 ).

where \({x}_{i}\) represents the \(i\) sample, \({a}_{i}\) is the cluster that \({x}_{i}\) belongs to, \({u}_{{a}_{i}}\) represents the corresponding center point, \(N\) is the total number of samples.

After RoBERTa-kmeans calculation, the concept subclasses obtained are manually screened, merged repetition items, deleted invalid items, and finally obtained 79 rumor concept subclasses, including 14 politics and military subclasses, 23 disease prevention and treatment subclasses, 15 social life subclasses, 13 science and technology subclasses, and 14 nutrition and health subclasses. Some statistics are shown in Table 7 .

Each concept subclass is obtained by clustering several topic words. For example, the topic words that constitute the subclasses of body part, epidemic prevention and control, chemical drugs, etc. under the disease prevention and treatment topic are shown in Table 8 .

(3) Determining the terminology set

This paper constructs a three-dimensional rumor domain ontology terminology set based on the above three methods, and unifies the naming of the terms. Some of the terms are shown in Table 9 .

Framework layer construction

Define core classes and hierarchy, define parent classes.

This paper aims at fine-grained hierarchical modeling of the relationship between the content characteristics of multi-domain network rumors. Therefore, the top-level parent class needs to include the rumor category and the main content characteristics of a sub-category rumor design. The main content characteristics are the clustering results of domain concepts extracted based on the content characteristics of core documents, that is, rumor text feature, rumor emotional characteristic, rumor credibility and social context. The specific contents of the five top parent classes are as follows:

Rumor type: the specific classification of rumors under different subject categories; Rumor text feature, the common features of rumor texts in terms of theme, style, rhetoric, etc. Rumor emotional characteristic: the emotional elements of rumor texts, the Rumor motive of the publisher, and the emotional changes they hope to trigger in the receiver. Rumor credibility: the authority of the information source, the credibility of the evidence material provided by the publisher, and the effectiveness of the testimony method. Social context: the relevant issues and events in the society when the rumor is published.

Induce subclasses and design hierarchical relationships

In this paper, under the top-level parent class, according to the top-level concepts of top-level ontologies such as SUMO, senticnet and ERE and their subclass structures, and the rumor text features of each category extracted from the real rumor text dataset, we summarize its 88 subclasses and design the hierarchical relationships, as shown in Fig.  2 , which include:

(1) Rumor text feature

Diagram of the core classes and hierarchy of the rumor domain ontology.

① Text theme 6 , 8 , 13 , 18 , 53 : the theme or topic that the rumor text content involves. Based on the self-built rumor dataset, it is divided into politics and military 54 , involving information such as political figures, political policies, political relations, political activities, military actions, military events, strategic objectives, politics and military reviews, etc.; nutrition and health 55 , involving information such as the relationship between human health and nutrition, the nutritional components and value of food, the plan and advice for healthy eating, health problems and habits, etc.; disease prevention and treatment 10 , involving information such as the definition of disease, vaccine, treatment, prevention, data, etc.; social life 56 , involving information such as social issues, social environment, social values, cultural activities, social media, education system, etc.; science and technology 57 , involving information such as scientific research, scientific discovery, technological innovation, technological application, technological enterprise, etc.; other categories.

② Text element 15 : the structured information of the rumor text contents. It is divided into character, political character, public character, etc.; geographical position, city, region, area, etc.; event, historical event, current event, crisis event, policy event, etc.; action, protection, prevention and control, exercise, fighting, crime, eating, breeding, health preservation, rest, exercise, education, sports, social, cultural, ideological, business, economic, transportation, etc.; material, food, products (food, medicine, health products, cosmetics, etc.) and the materials they contain and their relationship with human health. effect, nutrition, health, harm, natural disaster, man-made disaster, guarantee, prevention, treatment, etc.; institution, government, enterprise, school, hospital, army, police, social group, etc.; nature, weather, astronomy, environment, agriculture, disease, etc.

③ Text style 7 , 10 : the discourse style of the rumor text contents, preferring exaggerated and emotional expression. It is divided into gossip style, creating conflict or entertainment effect; curious style, satisfying people’s curiosity and stimulation; critical style, using receivers’ stereotypes or preconceptions; lyrical style, creating resonance and influencing emotion; didactic style influencing receivers’ thought and behavior from an authoritative perspective; plain style concise objective arousing resonance etc.

④ Text feature 7 , 58 : special language means in the rumor text contents that can increase the transmission and influence of the rumor. It is divided into extensive punctuation reminding or attracting receivers’ attention; many mood words enhancing emotional color and persuasiveness; many emoji conveying attitude; induce forwarding using @ symbol etc. to induce receivers to forward etc.

⑤ Text rhetoric 15 : common rhetorical devices in rumor contents. It is divided into metaphor hyperbole repetition personification etc.

(2) Rumor emotional characteristic

① Emotion category 17 , 59 , 60 : the emotional tendency and intensity expressed in the rumor texts. It is divided into positive emotion happy praise etc.; negative emotion fear 10 anger sadness anxiety 61 dissatisfaction depression etc.; neutral emotion no preference plain objective etc.

② Emotional appeal 16 , 62 , 63 : the online rumor disseminator hopes that the rumor they disseminate can trigger some emotional changes in the receiver. It is divided into “joy” happy pleasant satisfied emotions that prompt receivers to spread or believe some rumors that are conducive to social harmony; “love” love appreciation admiration emotions that prompt receivers to spread or believe some rumors that are conducive to some people or group interests; “anger” angry annoyed dissatisfied emotions that prompt receivers to spread or believe some rumors that are anti-social or intensify conflicts; “fear” fearful afraid nervous emotions that prompt receivers to spread or believe some rumors that have bad effects deliberately exaggerated; “repugnance” disgusted nauseous emotions that prompt receivers to spread or believe some rumors that are detrimental to social harmony; “surprise” surprised shocked amazed emotions that prompt receivers to spread or believe some rumors that deliberately attract traffic exaggerated fabricated etc.

③ Rumor motive 17 , 64 , 65 , 66 : the purpose and need of the rumor publisher to publish rumors and the receiver to forward rumors. Such as profit-driven seeking fame and fortune deceiving receivers; emotional catharsis relieving dissatisfaction emotions by venting; creating panic creating social unrest and riots disrupting social order; entertainment fooling receivers seeking stimulation; information verification digging out the truth of events etc.

(3) Rumor credibility

① source credibility 7 , 17 : the degree of trustworthiness that the information source has. Such as official institutions and authoritative experts and scholars in the field with high credibility; well-known encyclopedias and large-scale civil organizations with medium credibility; small-scale civil organizations and personal hearsay personal experience with low credibility etc.

② evidence credibility 61 : the credibility of the information proof material provided by the publisher. Data support such as scientific basis based on scientific theory or method; related feature with definite research or investigation result in data support; temporal background with clear time place character event and other elements which related to the information content; the common sense of life in line with the facts and scientific common sense that are widely recognized.

③ testimony method 10 , 11 , 17 : the method to support or refute a certain point of view. Such as multimedia material expressing or fabricating content details through pictures videos audio; authority endorsement policy documents research papers etc. of authorized institutions or persons; social identity identity of social relation groups.

(4) Social context

① social issue 67 : some bad phenomena or difficulties in society such as poverty pollution corruption crime government credibility decline 68 etc.

② public attention 63 : events or topics that arouse widespread attention or discussion in the society such as sports events technological innovation food safety religious beliefs Myanmar fraud nuclear wastewater discharge etc.

③ emergency(public sentiment) 69 : some major or urgent events that suddenly occur in society such as earthquake flood public safety malignant infectious disease outbreaks etc.

(5) Rumor type

① Political and military rumor:

Political image rumor: rumors related to images closely connected to politics and military, such as countries, political figures, institutions, symbols, etc. These include positive political image smear rumor, negative political image whitewash rumor, political image fabrication and distortion rumor, etc.

Political event rumor: rumors about military and political events, such as international relations, security cooperation, military strategy, judicial trial, etc. These include positive political event smear rumor, negative political event whitewash rumor, political event fabrication and distortion rumor, etc.

② Nutrition and health rumor:

Food product rumor: rumors related to food, products (food, medicine, health products, cosmetics, etc.), the materials they contain and their association with human health. These include positive effect of food product rumor, negative effect of food product rumor, food product knowledge rumor, etc.

Living habit rumor: rumors related to habitual actions in life and their association with human health. These include positive effect of living habit rumor, negative effect of living habit rumor, living habit knowledge rumor, etc.

③ Disease prevention and treatment rumor:

Disease management rumor: rumors related to disease management and control methods that maintain and promote individual and group health. These include positive prevention and treatment rumor, negative aggravating disease rumor, disease management knowledge rumor, etc.

Disease confirmed transmission rumor: rumors about the confirmation, transmission, and immunity of epidemic diseases at the social level in terms of causes, processes, results, etc. These include local confirmed cases rumor, celebrity confirmed cases rumor, transmission mechanism rumor, etc.

Disease notification and advice rumor: rumors that fabricate or distort the statements of authorized institutions or experts in the field, and provide false policies or suggestions related to diseases. These include institutional notification rumor, expert advice rumor, etc.

④ Social life rumor:

Public figure public opinion rumor: rumors related to public figures’ opinions, actions, private lives, etc. These include positive public figure smear rumor, negative public figure whitewash rumor, public figure life exposure rumor, etc.

Social life event rumor: rumors related to events, actions, and impacts on people's social life. These include positive event sharing rumor, negative event exposure rumor, neutral event knowledge rumor, etc.

Disaster occurrence rumor: rumors related to natural disasters or man-made disasters and their subsequent developments. These include natural disaster occurrence rumor, man-made disaster occurrence rumor, etc.

⑤ Science and technology rumor:

Scientific knowledge rumor: rumors related to natural science or social science theories and knowledge. These include scientific theory rumor, scientific concept rumor, etc.

Science and technology application rumor: rumors related to the research and development and practical application of science and technology and related products. These include scientific and technological product rumor, scientific and technological information rumor, etc.

⑥ Other rumor: rumors that do not contain elements from the above categories.

Definition of core properties and facets of properties

Properties in the ontology are used to describe the relationships between entities or the characteristics of entities. Object properties are relationships that connect two entities, describing the interactions between entities; data properties represent the characteristics of entities, usually in the form of some data type. Based on the self-built rumor dataset, this paper designs object properties, data properties and facets of properties for the parent classes and subclasses of the rumor domain ontology.

Object properties

A partial set of object properties is shown in Table 10 .

Data attributes

The partial data attribute set is shown in Table 11 .

Creating instances

Based on the defined core classes and properties, this paper creates instances according to the real rumor dataset. An example is shown in Table 12 .

This paper selects the online rumor that “Lin Chi-ling was abused by her husband Kuroki Meisa, the tears of betrayal, the shadow of gambling, all shrouded her head. Even if she tried to divorce, she could not get a solution…..” as an example, and draws a structure diagram of the rumor domain ontology instance, as shown in Fig.  3 . This instance shows the seven major text features of the rumor text: text theme, text element, text style, emotion category, emotional appeal, rumor motivation, and rumor credibility, as well as the related subclass instances, laying a foundation for building a multi-source rumor domain knowledge graph.

Schematic example of the rumor domain ontology.

Encoding ontology and visualization

Encoding ontology.

This paper uses OWL language to encode the rumor domain ontology, to accurately describe the entities, concepts and their relationships, and to facilitate knowledge reasoning and semantic understanding. Classes in the rumor domain ontology are represented by the class “Class” in OWL and the hierarchical relationship is represented by subclassof. For example, in the creation of the rumor emotional characteristic class and its subclasses, the OWL code is shown in Fig.  4 :

Partial OWL codes of the rumor domain ontology.

The ontology is formalized and stored as a code file using the above OWL language, providing support for reasoning.

Ontology visualization

This paper uses protégé5.5 to visualize the rumor domain ontology, showing the hierarchical structure and relationship of the ontology parent class and its subclasses. Due to space limitations, this paper only shows the ontology parent class “RumorEmotionalFeatures” and its subclasses, as shown in Fig.  5 .

Ontology parent class “RumorEmotionalFeatures” and its subclasses.

Ontology reasoning and validation

Swrl reasoning rule construction.

SWRL reasoning rule is an ontology-based rule language that can be used to define Horn-like rules to enhance the reasoning and expressive ability of the ontology. This paper uses SWRL reasoning rules to deal with the conflict relationships between classes and between classes and instances in the rumor domain ontology, and uses pellet reasoner to deeply mine the implicit semantic relationships between classes and instances, to verify the semantic parsing ability and consistency of the rumor domain ontology.

This paper summarizes the object property features of various types of online rumors based on the self-built rumor dataset, maps the real rumor texts with the rumor domain ontology, constructs typical SWRL reasoning rules for judging 32 typical rumor types, as shown in Table 13 , and imports them into the protégé rule library, as shown in Fig.  6 . In which x, n, e, z, i, t, v, l, etc. are instances of rumor types, text theme, emotion category, effect, institution, event, action, geographical position, etc. in the ontology. HasTheme, HasEmotion, HasElement, HasSource, HasMood and HasSupport are object property relationships. Polarity value is a data property relationship.

Partial SWRL rules for the rumor domain ontology.

Implicit knowledge mining and verification based on pellet reasoner

This paper extracts corresponding instances from the rumor dataset, imports the rumor domain ontology and SWRL rule description into the pellet reasoner in the protégé software, performs implicit knowledge mining of the rumor domain ontology, judges the rumor type of the instance, and verifies the semantic parsing ability and consistency of the ontology.

Positive prevention and treatment of disease rumors are mainly based on the theme of disease prevention and treatment, usually containing products to be sold (including drugs, vaccines, equipment, etc.) and effect of disease names, claiming to have positive effects (such as prevention, cure, relief, etc.) on certain diseases or symptoms, causing positive emotions such as surprise and happiness among patients and their families, thereby achieving the purpose of selling products. The text features and emotional features of this kind of rumors are relatively clear, so this paper takes the rumor text “Hong Kong MDX Medical Group released the ‘DCV Cancer Vaccine’, which can prevent more than 12 kinds of cancers, including prostate cancer, breast cancer and lung cancer.” as an example to verify the semantic parsing ability of the rumor domain ontology. The analysis result of this instance is shown in Fig.  7 . The text theme is cancer prevention in disease prevention and treatment, the text style is plain narrative style, and the text element includes product-DCV cancer vaccine, positive effect-prevention, disease name-prostate cancer, disease name-breast cancer, disease name-lung cancer; the emotion category of this instance is a positive emotion, emotional appeal is joy, love, surprise; The motive for releasing rumors is profit-driven in selling products, the information source is Hong Kong MDX medical group, and pictures and celebrity endorsements are used as testimony method. This paper uses a pellet reasoner to reason on the parsed instance based on SWRL rules, and mines out the specific rumor type of this instance as positive prevention and treatment of disease rumor. This paper also conducted similar instance analysis and reasoning verification for other types of rumor texts, and the results show that the ontology has high consistency and reliability.

Implicit relationship between rumor instance parsing results and pellet reasoner mining.

Comparison and evaluation of ontology performance

In this paper, the constructed ontology is compared with the representative rumor index system in the field. By inviting four experts to make a comprehensive evaluation based on the self-built index system 70 , 71 , 72 , their performance in the indicators of reliability, coverage and operability is evaluated. According to the ranking order given by experts, they are given 1–4 points, and the first place in each indicator item gets four points. The average value given by three experts is taken as the single indicator score of each subject, and the total score of each indicator item is taken as the final score of the subject.

As can be seen from Table 14 , the rumor domain ontology constructed in this paper constructs a term set through three ways: reusing the existing ontology, extracting the content features of core documents and discovering new concepts based on real rumor data sets, and the ontology structure has been verified by SWRL rule reasoning of pellet inference machine, which has high reliability; ontology covers six kinds of Chinese online rumors, including the grammatical, semantic, pragmatic and social characteristics of rumor text characteristics, emotional characteristics, rumor credibility and social background, which has a high coverage; ontology is coded by OWL language specification and displayed visually on protege, which is convenient for further expansion and reuse of scholars and has high operability.

The construction method of TFI domain ontology proposed in this paper includes terminology layer, framework layer and instance layer. Compared with the traditional methods, this paper adopts three-dimensional data set construction method in terminology layer construction, investigates top-level ontology and related core documents, and completes the mapping of reusable top-level ontology from top to bottom and the concept extraction of rumor content features in existing literature research. Based on the mainstream internet rumor websites in China, the authoritative real rumor data set is established, and the new word discovery algorithm of N-gram combined with RoBERTa-Kmeans clustering algorithm is used to automatically discover new concepts in the field from bottom to top; determine the terminology set of domain ontology more comprehensively and efficiently. This paper extracts the clustering results of domain concepts based on the content characteristics of core documents in the selection of parent rumors content characteristics in the framework layer construction, that is, rumors text characteristics, rumors emotional characteristics, rumors credibility characteristics and social background characteristics; based on the emotional characteristics and the entity categories of real rumor data sets, the characteristics of rumor categories are defined. Sub-category rumor content features combine the concept of three-dimensional rumor term set and the concept distribution based on real rumor data set, define the sub-category concept and hierarchical relationship close to the real needs, and realize the fine-grained hierarchical modeling of the relationship between multi-domain network rumor content features. In this paper, OWL language is used to encode the rumor domain ontology in the instance layer construction, and SWRL rule language and Pellet inference machine are used to deal with the conflict and mine tacit knowledge, judge the fine-grained categories of rumor texts, and realize the effective quality evaluation of rumor ontology. This makes the rumor domain ontology constructed in this paper have high consistency and reliability, and can effectively analyze and reason different types of rumor texts, which enriches the knowledge system in this field and provides a solid foundation for subsequent credible rumor detection and governance.

However, the study of the text has the following limitations and deficiencies:

(1) The rumor domain ontology constructed in this paper only considers the content characteristics, but does not consider the user characteristics and communication characteristics. User characteristics and communication characteristics are important factors affecting the emergence and spread of online rumors, and the motivation and influence of rumors can be analyzed. In this paper, these factors are not included in the rumor feature system, which may limit the expressive ability and reasoning ability of the rumor ontology and fail to fully reflect the complexity and multidimensional nature of online rumors.

(2) In this paper, the mainstream Internet rumor-dispelling websites in China are taken as the data source of ontology instantiation. The data covers five rumor categories: political and military, disease prevention, social life, science and technology, and nutrition and health, and the data range is limited. And these data sources are mainly official or authoritative rumor websites, and their data volume and update frequency may not be enough to reflect the diversity and variability of online rumors, and can not fully guarantee the timeliness and comprehensiveness of rumor data.

(3) The SWRL reasoning rules used in this paper are based on manual writing, which may not cover all reasoning scenarios, and the degree of automation needs to be improved. The pellet inference engine used in this paper is an ontology inference engine based on OWL-DL, which may have some computational complexity problems and lack of advanced reasoning ability.

The following aspects can be considered for optimization and improvement in the future:

(1) This paper will introduce user characteristics into the rumor ontology, and analyze the factors that cause and accept rumors, such as social attributes, psychological state, knowledge level, beliefs and attitudes, behavioral intentions and so on. This paper will introduce the characteristics of communication, and analyze the propagation dynamic factors of various types of rumors, such as propagation path, propagation speed, propagation range, propagation period, propagation effect, etc. This paper hopes to introduce these factors into the rumor feature system, increase the breadth and depth of the rumor domain ontology, and provide more credible clues and basis for the detection, intervention and prevention of rumors.

(2) This paper will expand the data sources, collect the original rumor data directly from social media, news media, authoritative rumor dispelling institutions and other channels, and build a rumor data set with comprehensive types, diverse expressions and rich characteristics; regularly grab the latest rumor data from these data sources and update and improve the rumor data set in time; strengthen the expressive ability of rumor ontology instance layer, and provide full data support and verification for the effective application of ontology.

(3) The text will introduce GPT, LLaMA, ChantGLM and other language models, and explore the automatic generation algorithm and technology of ontology inference rules based on rumor ontology and dynamic Prompt, so as to realize more effective and intelligent rumor ontology evaluation and complex reasoning.

This paper proposed a method of constructing TFI network rumor domain ontology. Based on the concept distribution of three-dimensional term set and real rumor data set, the main features of network rumors are defined, including text features, emotional features, credibility features, social background features and category features, and the relationships among these multi-domain features are modeled in a fine-grained hierarchy, including five parent classes and 88 subcategories. At the instance level, 32 types of typical rumor category judgment and reasoning rules are constructed, and the ontology is processed by using SWRL rule language and pellet inference machine for conflict processing and tacit knowledge mining, so that the semantic analysis and reasoning of rumor text content are realized, which proves its effectiveness in dealing with complex, fuzzy and uncertain information in online rumors and provides a new perspective and tool for the interpretable analysis and processing of online rumors.

Data availability

The datasets generated during the current study are available from the corresponding author upon reasonable request.

Jiang, S. The production scene and content characteristics of scientific rumors. Youth J. https://doi.org/10.15997/j.cnki.qnjz.2020.33.011 (2020).

Article   Google Scholar  

Jin, X. & Zhao, Y. Analysis of internet rumors from the perspective of co-governance—Practice of rumor governance on wechat platform. News and Writing. 6 , 41–44 (2017).

Bai, S. Research on the causes and countermeasures of internet rumors. Press https://doi.org/10.15897/j.cnki.cn51-1046/g2.2010.04.035 (2010).

Garg, S. & Sharma, D. K. Linguistic features based framework for automatic fake news detection. Comput. Ind. Eng. 172 , 108432 (2022).

Zhao, J., Fu, C. & Kang, X. Content characteristics predict the putative authenticity of COVID-19 rumors. Front. Public Health 10 , 920103 (2022).

Article   PubMed   PubMed Central   Google Scholar  

Zhang, Z., Shu, K. & He, L. The theme and characteristics of wechat rumors. News and Writing. 1 , 60–64 (2016).

Li, B. & Yu, G. Research on the discourse space and communication field of internet rumors in the post-truth era—Based on the analysis of 4160 rumors in wechat circle of friends. Journalism Research. 2 , 103–112 (2018).

Yu, G. Text structure and expression characteristics of internet rumors—Analysis of 6000+ rumors based on tencent big data screening and identification. News and Writing. 2 , 53–59 (2018).

Mourão, R. R. & Robertson, C. T. Fake news as discursive integration: An analysis of sites that publish false, misleading, hyperpartisan and sensational information. J. Stud. 20 , 2077–2095 (2019).

Google Scholar  

Zhou, G. Analysis on the content characteristics and strategies of epidemic rumors—Based on Sina’s “novel coronavirus epidemic rumors list”. Sci. Popul. https://doi.org/10.19293/j.cnki.1673-8357.2021.05.002 (2021).

Huang, Y. An analysis of the internal logic and methods of rumor “confirmation”—An empirical study based on 60 rumors spread on wechat. J. Party Sch. Tianjin Munic. Comm. CPC 20 , 7 (2018).

Butt, S. et al . What goes on inside rumour and non-rumour tweets and their reactions: A psycholinguistic analyses. Comput. Hum. Behav. 135 , 107345 (2022).

Zhou, L., Tao, J. & Zhang, D. Does fake news in different languages tell the same story? An analysis of multi-level thematic and emotional characteristics of news about COVID-19. Inf. Syst. Front. 25 , 493–512. https://doi.org/10.1007/s10796-022-10329-7 (2023).

Article   PubMed   Google Scholar  

Tan, L. et al . Research status of deep learning methods for rumor detection. Multimed. Tools Appl. 82 , 2941–2982 (2023).

Damstra, A. et al. What does fake look like? A review of the literature on intentional deception in the news and on social media. J. Stud. 22 , 1947–1963. https://doi.org/10.1080/1461670X.2021.1979423 (2021).

Lai, S. & Tang, X. Research on the influence of information emotionality on the spread of online rumors. J. Inf. 35 , 116–121 (2016).

ADS   Google Scholar  

Yuan, H. & Xie, Y. Research on the rumor maker of internet rumors about public events—Based on the content analysis of 118 influential Internet rumors about public events. Journalist https://doi.org/10.16057/j.cnki.31-1171/g2.2015.05.008 (2015).

Ruan, Z. & Yin, L. Types and discourse focus of weibo rumors—Based on the content analysis of 307 weibo rumors. Contemporary Communication. 4 , 77–78+84 (2014).

Zhang, W. & Zhu, Q. Research on the Construction Method of Domain Ontology. Books and Information. 5 , 16–19+40 (2011).

Tham, K.D., Fox, M.S. & Gruninger, M. A cost ontology for enterprise modelling. In Proceedings of 3rd IEEE Workshop on Enabling Technologies: Infrastructure for Collaborative Enterprises. IEEE , 197–210. https://doi.org/10.1109/ENABL.1994.330502 (1994).

Uschold, M. & Gruninger, M. Ontologies: Principles, methods and applications. Knowl. Eng. Rev. 11 , 93–136 (1996).

Menzel, C. P., Mayer, R. J. & Painter, M. K. IDEF5 ontology description capture method: Concepts and formal foundations (Armstrong Laboratory, Air Force Materiel Command, Wright-Patterson Air Force, 1992).

Book   Google Scholar  

Song, Z., Zhu, F. & ZHANG, D. Research on air and missile defense domain ontology development based on IDEF5 and OWL. Journal of Projectiles, Rockets, Missiles and Guidance. 30 , 176–178 (2010).

Fernández-López, M., Gómez-Pérez, A. & Juristo, N. Methontology: From ontological art towards ontological engineering. AAAI-97 Spring Symposium Series . https://oa.upm.es/5484/ (1997).

Sawsaa, A. & Lu, J. Building information science ontology (OIS) with methontology and protégé. J. Internet Technol. Secur. Trans. 1 , 100–109 (2012).

Yue, L. & Liu, W. Comparative study on the construction methods of domain ontology at home and abroad. Inf. Stud. Theory Appl. 39 , 119–125. https://doi.org/10.16353/j.cnki.1000-7490.2016.08.024 (2016).

Noy, N.F. & McGuinness, D.L. Ontology development 101: A guide to creating your first ontology. Stanford knowledge systems laboratory technical report. KSL-01–05 (2001).

Luo, Y. et al . vim: Research on OWL-based vocabulary ontology construction method for units of measurement. Electronics 12 , 3783 (2023).

Al-Aswadi, F. N., Chan, H. Y. & Gan, K. H. Automatic ontology construction from text: A review from shallow to deep learning trend. Artif. Intell. Rev. 53 , 3901–3928 (2020).

Chen, X. & Mao, T. Ontology construction of documentary heritage—Taking China archives documentary heritage list as an example. Libr. Trib. 43 , 120–131 (2023).

CAS   Google Scholar  

Zhao, X. & Li, T. Research on the ontology construction of archives oriented to digital humanism—Taking Wanli tea ceremony archives as an example. Inf. Stud. Theory Appl. 45 , 154–161. https://doi.org/10.16353/j.cnki.1000-7490.2022.08.021 (2022).

Huang, X. et al . Construction of special knowledge base of government website pages based on domain ontology—Taking “COVID-19 vaccine science popularization” as an example. Libr. Inf. Serv. 66 , 35–46. https://doi.org/10.13266/j.issn.0252-3116.2022.17.004 (2022).

Jindal, R., Seeja, K. & Jain, S. Construction of domain ontology utilizing formal concept analysis and social media analytics. Int. J. Cogn. Comput. Eng. 1 , 62–69 (2020).

Ran, J. et al . Research on ontology construction of idioms and allusions based on OWL. Comput. Technol. Dev. 20 , 63–66 (2010).

Li, L. et al . Research on business process modeling of army equipment maintenance support based on IDEF5. Technol. Innov. Appl. 11 , 80–82 (2021).

Song, Z. et al . Ontology modeling of air defense and anti-missile operation process based on IDEF5/OWL. J. Missiles Guid. 30 , 176–178 (2010).

Li, A., Xu, Y. & Chi, Y. Summary of ontology construction and application. Inf. Stud. Theory Appl 46 , 189–195. https://doi.org/10.16353/j.cnki.1000-7490.2023.11.024 (2023).

Yang, J., Song, C. & Jin, L. Ontology construction of emergency plan based on methontology method. J. Saf. Environ. 18 , 1427–1431. https://doi.org/10.13637/j.issn.1009-6094.2018.04.033 (2018).

Duan, L. & Li, H. Ontology modeling method of high-resolution image rural residential area supported by OIA technology. Modern Agricultural Science and Technology. 2 , 338–340 (2016).

Chen, Y. & Jiang, H. Construction of fire inspection knowledge map based on GIS geospatial relationship. J. Subtrop. Resour. Environ. 18 , 109–118. https://doi.org/10.19687/j.cnki.1673-7105.2023.03.014 (2023).

Zhu, L. et al. Construction of TCM asthma domain ontology. Chin. J. Exp. Tradit. Med. Formulae 23 , 222–226. https://doi.org/10.13422/j.cnki.syfjx.2017150222 (2017).

Li, H. et al . Domain ontology construction and relational reasoning. J. Inf. Eng. Univ. 24 , 321–327 (2023).

Zhang, Y. et al. Construction of ontology of stroke nursing field based on corpus. Chin. Nurs. Res. 36 , 4186–4190 (2022).

Wu, M. et al. Ontology construction of natural gas market knowledge map. Pet. New Energy 34 , 71–76 (2022).

Li, X. et al . Research on ontology construction based on thesaurus and its semantic relationship. Inf. Sci. 36 , 83–87 (2018).

Article   ADS   CAS   Google Scholar  

Chen, Q. et al . Construction of knowledge ontology of clinical trial literature of traditional Chinese medicine. Chin. J. Exp. Tradit. Med. Formulae 29 , 190–197. https://doi.org/10.13422/j.cnki.syfjx.20231115 (2023).

Xiao, Y. et al. Construction and application of novel coronavirus domain ontology. Mil. Med. 46 , 263–268 (2022).

Su, N. et al . Automatic construction method of domain-limited ontology. Lifting the Transport Machinery. 8 , 49–57 (2023).

Zheng, S. et al . Ontology construction method for user-generated content. Inf. Sci. 37 , 43–47. https://doi.org/10.13833/j.issn.1007-7634.2019.11.007 (2019).

Dong, J., Wang, J. & Wang, Z. Ontology automatic construction method for human-machine-object ternary data fusion in manufacturing field. Control Decis. 37 , 1251–1257. https://doi.org/10.13195/j.kzyjc.2020.1298 (2022).

Zhu, L., Hua, G. & Gao, W. Mapping ontology vertices to a line using hypergraph framework. Int. J. Cogn. Comput. Eng. 1 , 1–8 (2020).

Zhai, Y. & Wang, F. Research on the construction method of Chinese domain ontology based on text mining. Inf. Sci. 33 , 3–10. https://doi.org/10.13833/j.cnki.is.2015.06.001 (2015).

Duan, Z. Generation mechanism of internet rumors and countermeasures. Guizhou Soc. Sci. https://doi.org/10.13713/j.cnki.cssci.2016.04.014 (2016).

Du, Z. & Zhi, S. The harm and governance of network political rumors. Academic Journal of Zhongzhou. 4 , 161–165 (2019).

Song, X. et al . Research on influencing factors of health rumor sharing willingness based on MOA theory. J. China Soc. Sci. Tech. Inf. 39 , 511–520 (2020).

Jiang, S. Research on the characteristics, causes and countermeasures of social rumors dissemination in china in recent years. Red Flag Manuscript . 16 , 4 (2011).

Huang, J., Wang, G. & Zhong, S. Research on the propagation law and function mode of sci-tech rumors. Journal of Information. 34 , 156–160 (2015).

Liu, Y. et al . A survey of rumor recognition in social media. Chin. J. Comput. 41 , 1536–1558 (2018).

Wei, D. et al. Public emotions and rumors spread during the covid-19 epidemic in China: Web-based correlation study. J. Med. Internet Res. 22 , e21933 (2020).

Runxi, Z. & Di, Z. A model and simulation of the emotional contagion of netizens in the process of rumor refutation. Sci. Rep. https://doi.org/10.1038/s41598-019-50770-4 (2019).

Tang, X. & Lai, S. Research on the forwarding of network health rumors in public health security incidents—Interaction between perceived risk and information credibility. J. Inf. 40 , 101–107 (2021).

Nicolas, P., Dominik, B. & Stefan, F. Emotions in online rumor diffusion. EPJ Data Sci. https://doi.org/10.1140/epjds/s13688-021-00307-5 (2021).

Deng, G. & Tang, G. Research on the spread of network rumors and its social impact. Seeker https://doi.org/10.16059/j.cnki.cn43-1008/c.2005.10.031 (2005).

Ji, Y. Research on the communication motivation of wechat rumors. Youth J. https://doi.org/10.15997/j.cnki.qnjz.2019.17.006 (2019).

Yuan, G. Analysis on the causes and motives of internet rumors in emergencies—Taking social media as an example. Media. 21 , 80–83 (2016).

Zhao, N., Li, Y. & Zhang, J. A review of the research on influencing factors and motivation mechanism of rumor spread. J. Psychol. Sci. 36 , 965–970. https://doi.org/10.16719/j.cnki.1671-6981.2013.04.015 (2013).

Article   CAS   Google Scholar  

Hu, H. On the formation mechanism of social rumors from the perspective of “rumors and salt storm”. J. Henan Univ. 52 , 63–68 (2012).

Yue, Y. et al. Trust in government buffers the negative effect of rumor exposure on people’s emotions. Curr. Psychol. 42 , 23917–23930 (2023).

Wang, C. & Hou, X. Analysis of rumor discourse in major emergencies. J. Commun. 19 , 34–38 (2012).

Xu, L. Research progress of ontology evaluation. J. China Soc. Scie. Tech. Inf. 35 , 772–784 (2016).

Lantow, B. & Sandkuhl, K. An analysis of applicability using quality metrics for ontologies on ontology design patterns. Intell. Syst. Acc. Financ. Manag. 22 , 81–99 (2015).

Pak, J. & Zhou, L. A framework for ontology evaluationIn. Exploring the Grand Challenges for Next Generation E-Business: 8th Workshop on E-Business, WEB 2009, Phoenix, AZ, USA, December 15, 2009, Revised Selected Papers 8. , 10–18. https://doi.org/10.1007/978-3-642-17449-0_2 (Springer Berlin Heidelberg, 2011).

Download references

Acknowledgements

This study was financially supported by Xi'an Major Scientific and Technological Achievements Transformation and Industrialization Project (20KYPT0003-10).

This work was supported by Xi’an Municipal Bureau of Science and Technology, 20KYPT0003-10.

Author information

Authors and affiliations.

School of Economics and Management, Xidian University, 266 Xifeng Road, Xi’an, 710071, China

Jianbo Zhao, Huailiang Liu, Weili Zhang, Tong Sun, Qiuyi Chen, Yan Zhuang, Xiaojin Zhang & Shanzhuang Zhang

School of Artificial Intelligence, Xidian University, 266 Xifeng Road, Xi’an, 710071, China

Yuehai Wang, Jiale Cheng & Ruiyu Ding

School of Telecommunications Engineering, Xidian University, 266 Xifeng Road, Xi’an, 710071, China

You can also search for this author in PubMed   Google Scholar

Contributions

H.L. formulated the overall research strategy and guided the work. J.Z kept the original data on which the paper was based and verified whether the charts and conclusions accurately reflected the collected data. J.Z. W.Z. and T.S. wrote the main manuscript text. W.Z. Y.W. and Q.C. finished collecting and sorting out the data. J.C. Y.Z. and X.Z. prepared Figs.  1 – 7 , S.Z. B.L. and R.D. prepared Tables 1 – 14 . All authors reviewed the manuscript.

Corresponding author

Correspondence to Jianbo Zhao .

Ethics declarations

Competing interests.

The authors declare no competing interests.

Additional information

Publisher's note.

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

Rights and permissions

Open Access This article is licensed under a Creative Commons Attribution 4.0 International License, which permits use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons licence, and indicate if changes were made. The images or other third party material in this article are included in the article's Creative Commons licence, unless indicated otherwise in a credit line to the material. If material is not included in the article's Creative Commons licence and your intended use is not permitted by statutory regulation or exceeds the permitted use, you will need to obtain permission directly from the copyright holder. To view a copy of this licence, visit http://creativecommons.org/licenses/by/4.0/ .

Reprints and permissions

About this article

Cite this article.

Zhao, J., Liu, H., Zhang, W. et al. Research on domain ontology construction based on the content features of online rumors. Sci Rep 14 , 12134 (2024). https://doi.org/10.1038/s41598-024-62459-4

Download citation

Received : 07 December 2023

Accepted : 16 May 2024

Published : 27 May 2024

DOI : https://doi.org/10.1038/s41598-024-62459-4

Share this article

Anyone you share the following link with will be able to read this content:

Sorry, a shareable link is not currently available for this article.

Provided by the Springer Nature SharedIt content-sharing initiative

• Rumor content features
• Domain ontology
• Top-level ontology reuse
• New concept discovery

By submitting a comment you agree to abide by our Terms and Community Guidelines . If you find something abusive or that does not comply with our terms or guidelines please flag it as inappropriate.

Quick links

• Explore articles by subject
• Guide to authors
• Editorial policies

Sign up for the Nature Briefing: AI and Robotics newsletter — what matters in AI and robotics research, free to your inbox weekly.

Operation Diplomatic Specter: An Active Chinese Cyberespionage Campaign Leverages Rare Tool Set to Target Governmental Entities in the Middle East, Africa and Asia

• 6,488 people reacted
• 18 min. read

By Lior Rochberger and Daniel Frank

May 23, 2024 at 3:00 AM

Category: Malware

Tags: Advanced URL Filtering , APT , backdoor , China , Cortex XSIAM , Cortex XSOAR , DNS security , Gh0stRat , next-generation firewall , Prisma Cloud Compute Edition , SweetSpecter , TGR-STA-0043 , TunnelSpecter , WildFire

This post is also available in: 日本語 ( Japanese )

Executive Summary

A Chinese advanced persistent threat (APT) group has been conducting an ongoing campaign, which we call Operation Diplomatic Specter. This campaign has been targeting political entities in the Middle East, Africa and Asia since at least late 2022.

An analysis of this threat actor’s activity reveals long-term espionage operations against at least seven governmental entities. The threat actor performed intelligence collection efforts at a large scale, leveraging rare email exfiltration techniques against compromised servers.

This collection effort includes attempts to obtain sensitive and classified information about the following entities, focusing on current geopolitical affairs:

• Diplomatic and economic missions
• Military operations
• Political meetings
• Ministries of the targeted countries
• High-ranking officials

As part of its espionage activities, the group makes use of a previously undocumented family of backdoors, including those that we have named TunnelSpecter and SweetSpecter.

The threat actor appears to closely monitor contemporary geopolitical developments, attempting to exfiltrate information daily. The threat actor’s modus operandi in cases we observed was to infiltrate targets’ mail servers and to search them for information. We observed multiple efforts to maintain persistence, including repeated attempts to adapt and regain access when the actor’s activities were disrupted. They also appear to return to the well to search for relevant information when new geopolitical events occur.

We assess with high confidence that a single threat actor orchestrates Operation Diplomatic Specter, operating on behalf of Chinese state-aligned interests. The tactics observed as part of this campaign show the extent to which Chinese state-aligned threat actors attempt to gather information about affairs beyond the Asian region, even extending into the Middle East and Africa.

It is unclear exactly how threat actors are using the intelligence collected as part of this campaign. However, the topics the threat actors searched for reveal information about many key players in these regions and their connections to China and other parts of the world. The topics they searched for provide researchers a window into the possible priorities of Chinese state-aligned threat actors.

In addition, the threat actor’s repeated use of Exchange server exploits (ProxyLogon CVE-2021-26855 and ProxyShell CVE-2021-34473 ) for initial access further emphasizes the importance for organizations to harden and patch sensitive internet-facing assets. This is especially true for known and prominent vulnerabilities, to reduce the attack surface and maximize protection efforts.

Organizations that safeguard sensitive information should pay particular attention to commonly exploited vulnerabilities. They should also adhere to best practices when it comes to IT hygiene, as APTs often seek to gain access through methods they know have been effective in the past.

Lastly, we are sharing our analysis to provide defenders with means to detect and protect themselves against such advanced attacks.

Palo Alto Networks customers are better protected against Operation Diplomatic Specter through the following:

• Network Security: Delivered through a Next-Generation Firewall (NGFW) configured with machine learning enabled and cloud-delivered security services. This includes Advanced Threat Prevention , Advanced URL Filtering , Advanced DNS Security and WildFire , a malware protection engine capable of identifying and blocking malicious samples and infrastructure.
• Security Automation: Delivered through a Cortex XSOAR or XSIAM solution capable of providing SOC analysts with a comprehensive understanding of the threat derived by stitching together data obtained from endpoints, network, cloud and identity systems.
• Anti-Exploit protection: Delivered through Cortex XSIAM and provides protection against exploitation of different vulnerabilities including ProxyShell and ProxyLogon.
• Cloud Security: Prisma Cloud Compute and WildFire integration can help detect and prevent malicious execution of the Specter backdoor within Windows-based VM, container and serverless cloud infrastructure.

If you think you might have been compromised or have an urgent matter, contact the Unit 42 Incident Response team .

Table of Contents

Executive Summary Operation Diplomatic Specter Motivation and Victimology Investigating the Actor Behind Operation Diplomatic Specter Meet the Specter Family – Cousins of Gh0st RAT TunnelSpecter Key Features SweetSpecter Key Features A Gh0st RAT Variant Blasts From the Past Connection to the Chinese Nexus Conclusion Protections and Mitigations Indicators of Compromise Additional Resources Appendix A: Main TTPs Observed in Operation Diplomatic Specter Appendix B: Additional Technical Details on the Backdoors Appendix C: Additional Details on the Attribution to the Chinese Nexus

Operation Diplomatic Specter Motivation and Victimology

The threat actor behind Operation Diplomatic Specter searches for information on politicians, military operations and personnel, as well as governmental ministries, with a particular focus on foreign affairs ministries and embassies. Figure 1 shows the regions where the threat actor targets organizations in the Middle East, Africa and Asia.

Moreover, the threat actor appears to closely monitor contemporary geopolitical developments, demonstrating an intent to acquire information associated with ongoing events. The campaign has been operating since at least late 2022, with automatic exfiltration attempts occurring daily, in addition to periodic efforts involving more hands-on-keyboard attention from the threat actor.

These events encompass a wide range of subjects, including the following:

• Other pertinent aspects of current geopolitical affairs

In some cases, the threat actor searched for particular keywords and exfiltrated anything they could find related to them, such as entire archived inboxes belonging to particular diplomatic missions or individuals. The threat actor also exfiltrated files related to topics they were searching for.

In other cases, the threat actor’s exfiltration appeared more targeted and exfiltration focused on the results of more specific searches. Searches observed related to the following topics:

• China-related geopolitical and economic information (meetings, summits, relationship with other countries, information related to President Xi)
• OPEC and energy industry
• Ministry of Foreign Affairs and embassies worldwide
• Ministry of Defense
• Military (operations, drills, code words, military units and personnel)
• The relationship of the targeted countries with the Biden administration
• Local and international political figures
• Geopolitical and economical information
• Telecommunications technology used by the targeted entities

Figure 2 shows an example of the automated mailbox harvesting of one of the affected countries’ embassies and diplomatic missions.

Figures 3 and 4 show examples of threat actors targeting mailboxes of the ministry of foreign affairs, ministry of defense, as well as military organizations including the navy, air force and specific task forces of the targeted country.

Investigating the Actor Behind Operation Diplomatic Specter

Operation Diplomatic Specter is the name we’ve given to the espionage campaign described above. The details we’re sharing about this campaign are part of our ongoing investigation into an apparent Chinese state-aligned APT group.

Since late 2022, we have been tracking an activity cluster targeting governmental entities in the Middle East, Africa and Asia. In earlier stages of our tracking, we referred to the cluster as " CL-STA-0043 ,” indicating a cluster of activity that we suspect is associated with state-backed motivation (as described in “ It’s All in the Name: How Unit 42 Defines and Tracks Threat Adversaries ”).

We published on CL-STA-0043 in June 2023 in “ Through the Cortex XDR Lens: Uncovering a New Activity Group Targeting Governments in the Middle East and Africa .”

In December 2023, Unit 42 published additional information related to CL-STA-0043 in “ New Tool Set Found Used Against Organizations in the Middle East, Africa and the US .”

The tactics, techniques and procedures (TTPs) associated with the threat actor behind this cluster are relatively unique and rare. Some of these TTPs had not been reported as being used in the wild before, and some were reported used only a handful of times. For in-depth details of the TTPs observed in association with Operation Diplomatic Specter, please see Appendix A .

The threat actor demonstrated adaptability in attempting to thwart various mitigation efforts. They also sought to maintain a persistent presence in compromised environments through the use of two novel and previously undocumented malware strains – SweetSpecter and TunnelSpecter.

We will cover the key details of these backdoors in the following section, Meet the Specter Family . For a deeper dive, please see Appendix B .

After meticulously monitoring the threat actor's activities, evolution and changes over a year, we graduated the activity cluster CL-STA-0043 to a temporary actor group (TGR-STA-0043) according to Unit 42’s cluster maturation process . Essentially, the graduation indicates our confidence that a single actor is behind the activity observed, and that we’ve established “several correlation points over time and across activity clusters.”

In relation to this process, we note that the threat actor appears to be aligned with Chinese state interests and bears the hallmarks of Chinese APTs. For more details of this attribution, please read the section on Connection to the Chinese Nexus . For more in-depth details, please see Appendix C .

Meet the Specter Family – Cousins of Gh0st RAT

One of the TTPs that most characterizes TGR-STA-0043 (and Operation Diplomatic Specter) is the use of custom-built backdoors that were not publicly observed before. During our investigation, we uncovered a pair of unique and stealthy backdoors that we call the Specter family, including TunnelSpecter and SweetSpecter.

We named the pair the Specter family to acknowledge a similarity to Gh0st RAT (described below). TunnelSpecter’s name refers to its DNS tunneling functionality and SweetSpecter’s name references similarities to the SugarGh0st RAT specifically.

The attackers used these backdoors to maintain stealthy access to their targets’ networks. The backdoors also provided them with the ability to execute arbitrary commands, exfiltrate data, and deploy further malware and tools on the infected hosts.

According to our analysis, we believe with a high level of confidence that these two distinct backdoors borrowed small portions of code from the Gh0st RAT source code that was leaked in 2008. However, these new backdoors appear to differ from other known Gh0st RAT variants.

TunnelSpecter Key Features

• Custom tailored for a specific target, it created a rogue user that we found on that specific target
• It implemented data encryption and exfiltration over DNS tunneling for increased stealth
• It executed arbitrary commands and storage of configuration data in a rarely seen registry key

SweetSpecter Key Features

• It communicated with the C2 using encrypted zlib packets transmitted over raw TCP stream, in typical Gh0st RAT fashion
• Its compilation time was in correlation with a unique campaign ID format, using a month and year as a campaign identifier
• It used unique registry keys to store other configuration data

It is noteworthy that we found a sample of Gh0st RAT in the same location as the Specter backdoors, further strengthening the connection. On top of that, all of these backdoors communicated with the same embedded infrastructure – subdomains of microsoft-ns1[.]com , as shown in Figure 5.

For an in-depth analysis of TunnelSpecter and SweetSpecter, please refer to Appendix B .

A Gh0st RAT Variant Blasts From the Past

One of the types of malware used during the attacks associated with Operation Diplomatic Specter is the infamous Gh0st RAT malware family. We observed that threat actors attempted to use it to maintain a foothold in the compromised environments.

The first Gh0st RAT binary that we encountered during the attacks was a large file (approximately 280 MB) by the name Tpwinprn.dll . This file that the web shell dropped under the SysWOW64 folder was executed using a renamed rundll32.exe process.

When investigating this binary, we found that it has a notable string in memory: Game Over Good Luck By Wind . Figure 6 shows that this string was also observed in the Gh0st RAT variant used in Operation Iron Tiger [PDF] back in 2015. Iron Taurus , aka APT27, carried out this operation.

Connection to the Chinese Nexus

Our investigation revealed strong connections and overlaps that tie the group behind Operation Diplomatic Specter to the Chinese nexus of espionage-focused threat actors. These connections and overlaps, covered in greater detail in Appendix C , consist of the following facets:

• Infrastructure : The activity in Operation Diplomatic Specter originated from a shared Chinese APT operational infrastructure, exclusively used by Chinese nation-state threat actors, such as Iron Taurus (aka APT27), Starchy Taurus (aka Winnti) and Stately Taurus (aka Mustang Panda).
• Activity time frame : Statistical breakdown analysis of the hands-on-keyboard interactive activity of the threat actors, corresponds to 09:00-17:00 working hours in UTC +8. This corresponds to several Asian countries, including China. Historically, many Chinese nation-state threat actors have been observed operating in this time frame.
• Linguistic artifacts : Several tools and files dropped by the threat actors included numerous comments and debug strings in Mandarin, suggesting that the scripts’ creators may be Mandarin-speaking individuals.
• Customized Gh0st RAT samples
• China Chopper

While any threat actor can use these tools, they are mostly observed being used (especially together) in attacks involving Chinese threat actors.

• Use of Chinese VPS : The attackers used Chinese VPS providers, such as Cloudie Limited and Zenlayer, for several of their C2 servers.

The exfiltration techniques observed as part of Operation Diplomatic Specter provide a distinct window into the possible strategic objectives of the threat actor behind the attacks. The threat actor searched for highly sensitive information, encompassing details about military operations, diplomatic missions and embassies and foreign affairs ministries.

Our research spanned over a year and tightly monitored this activity, revealing that the threat actor (which we track as TGR-STA-0043) possesses potential motivation and modus operandi aligned with Chinese APT groups.

Besides using a rare set of tools TGR-STA-0043 stands out for its persistence and adaptability. The threat actor unabashedly resumes operations even after exposure, displaying a flagrant element to its nature.

Notably, TGR-STA-0043 continues to leverage known vulnerabilities in internet-facing servers. This underscores the need for heightened vigilance and fortified cybersecurity measures across global governments and organizations.

A resilient defense mechanism is not only essential for thwarting evolving cyberthreats but also for preserving the confidentiality, integrity and availability of critical information. In cultivating a strong security posture, nations can better safeguard their interests, protect against potential vulnerabilities and ensure the overall resilience of their cybersecurity frameworks.

Protections and Mitigations

For Palo Alto Networks customers, our products and services provide the following coverage associated with this group:

• WildFire cloud-delivered malware analysis service accurately identifies the known samples as malicious.
• Advanced URL Filtering and Advanced DNS Security identify domains associated with this group as malicious.
• Prevent the execution of known malicious malware, and also prevent the execution of unknown malware using Behavioral Threat Protection and machine learning based on the Local Analysis module.
• Protect against credential gathering tools and techniques using the new Credential Gathering Protection available from Cortex XDR 3.4.
• Protect from threat actors dropping and executing commands from web shells using Anti-Webshell Protection, newly released in Cortex XDR 3.4.
• Protect against exploitation of different vulnerabilities including ProxyShell and ProxyLogon using the Anti-Exploitation modules as well as Behavioral Threat Protection.
• Detect post-exploit activity, including credential-based attacks, with behavioral analytics, through Cortex XDR Pro.
• Prisma Cloud Compute and WildFire integration can help detect and prevent malicious execution of the Specter backdoor within Windows-based VM, container and serverless cloud infrastructure.

If you think you might have been impacted or have an urgent matter, get in touch with the Unit 42 Incident Response team or call:

• North America Toll-Free: 866.486.4842 (866.4.UNIT42)
• EMEA: +31.20.299.3130
• APAC: +65.6983.8730
• Japan: +81.50.1790.0200

Palo Alto Networks has shared these findings, including file samples and indicators of compromise, with our fellow Cyber Threat Alliance (CTA) members. CTA members use this intelligence to rapidly deploy protections to their customers and to systematically disrupt malicious cyber actors. Learn more about the Cyber Threat Alliance .

Indicators of Compromise

Tunnelspecter.

• 0e0b5c5c5d569e2ac8b70ace920c9f483f8d25aae7769583a721b202bcc0778f

Encrypted payload

• 62dec3fd2cdbc1374ec102d027f09423aa2affe1fb40ca05bf742f249ad7eb51

Decrypted payload:

• 22d556db39bde212e6dbaa154e9bcf57527e7f51fa2f8f7a60f6d7109b94048e
• “blogs.bing.com”

SweetSpecter

• 0b980e7a5dd5df0d6f07aabd6e7e9fc2e3c9e156ef8c0a62a0e20cd23c333373

Encrypted payload:

• 8198c8b5eaf43b726594df62127bcb1a4e0e46cf5cb9fa170b8d4ac2a4dad179
• 0f72e9eb5201b984d8926887694111ed09f28c87261df7aab663f5dc493e215f
• d5a44380e4f7c1096b1dddb6366713aa8ecb76ef36f19079087fc76567588977

Infrastructure

• home.microsoft-ns1[.]com
• cloud.microsoft-ns1[.]com
• static.microsoft-ns1[.]com
• api.microsoft-ns1[.]com
• update.microsoft-ns1[.]com
• labour.govu[.]ml
• 103.108.192[.]238
• 103.149.90[.]235
• 192.225.226[.]217
• 194.14.217[.]34
• 103.108.67[.]153

Additional Resources

• Through the Cortex XDR Lens: Uncovering a New Activity Group Targeting Governments in the Middle East and Africa
• Space Pirates: analyzing the tools and connections of a new hacker group
• Operation Iron Tiger: Exploring Chinese Cyber-Espionage Attacks on United States Defense Contractors [PDF]
• Uncovering DRBControl: Inside the Cyberespionage Campaign Targeting Gambling Operations [PDF]
• Operation Earth Berberoka: An Analysis of a Multivector and Multiplatform APT Campaign Targeting Online Gambling Sites [PDF]
• Storm Cloud Unleashed: Tibetan Focus of Highly Targeted Fake Flash Campaign
• Holy water: ongoing targeted water-holing attack in Asia
• Operation Exorcist: 7 years of targeted attacks against the Roman catholic church [PDF]
• New Tool Set Found Used Against Organizations in the Middle East, Africa and the US

Appendix A: Main TTPs Observed in Operation Diplomatic Specter

As part of our observations of Operation Diplomatic Specter, we saw a distinctive set of TTPs. These TTPs indicate a high level of coordination, technical skill and determination – characteristics often associated with a nation-state threat actor. We previously wrote a deep technical analysis of the flow of the attack and the main TTPs.

Overview of TGR-STA-0043’s Tools and Malware

Table 1. TGR-STA-0043’s tools and malware.

A review of the main TTPs follows:

Targeted Data Exfiltration From Exchange Servers

In the context of targeted data exfiltration, TGR-STA-0043 exhibited a meticulous approach, particularly when abusing the Exchange Management Shell for stealing hundreds of emails and adding PowerShell snap-in (PSSnapins) to steal emails through a script. The threat actor strategically used those techniques to steal sensitive emails by employing specific keywords for data identification. Those keywords served as critical indicators enabling us, as researchers, to gain a precise understanding of the information targeted by TGR-STA-0043.

Credential Theft Using Network Providers

Within the realm of credential theft, TGR-STA-0043 showcased a variety of credential theft methodologies. While deploying well-known techniques such as Mimikatz and dumping the Sam key, the threat actor also introduced an uncommon credential theft tactic.

This novel approach involved the execution of a PowerShell script to register a new network provider, a method recognized as a proof of concept (PoC) named NPPSpy , and alternatively known as Ntospy by Unit 42. This technique is rare and has been reported only a handful of times in the past.

In-Memory VBS Implant

To infiltrate the network, TGR-STA-0043 strategically focused on exploiting vulnerabilities within Microsoft Exchange servers and public-facing web servers. The threat actor successfully gained access to specific targeted environments through the deployment of in-memory VBScript implants. This tactic not only underscored TGR-STA-0043's technical proficiency but also highlighted their ability to execute web shells in a clandestine manner on-the-fly, while attempting to bypass security mitigations.

Debut of the Yasso Penetration Tool Set

The emergence of a relatively new penetration testing tool set, Yasso, marked a shift in the tactics employed by TGR-STA-0043. This tool set encompassed a range of functionalities, including the following:

• Brute forcing
• Remote interactive shell capabilities
• Arbitrary command execution

What set Yasso apart was its unique feature set, incorporating powerful SQL penetration functions and database capabilities. Until the time of this article, this had not been publicly reported as being used in the wild by another threat actor.

Appendix B: Additional Technical Details on the Backdoors

TunnelSpecter is a previously undocumented custom backdoor that the threat authors specifically customized for the target. Figure 8 shows that threat authors hard-coded this backdoor with a unique username, SUPPORT_388945c0 . Notably, this username is a deliberate attempt to mimic the default account SUPPORT_388945a0 , commonly associated with the Windows Remote Assistance feature.

An indication of the tailored nature of this malware is the preemptive creation of the same account ( SUPPORT_388945c0 ). The threat actor created this account using a web shell within the compromised environment several weeks prior to the deployment of TunnelSpecter. The threat actor used TunnelSpecter to create the user, in the event that they failed to create it using the web shell. They then added the user (newly or previously created) to the Administrators group.

The main functionality of TunnelSpecter includes:

• Fingerprinting the infected machine and creating a unique identifier for each infected host, based on the CRC32 hash of the machine's cpuid value.
• Executing arbitrary commands by implementing a remote command-line interface. The supported commands can gather different information about the infected machine, such as the operating system version or host details.
• DNS tunneling C2 communication while encrypting communication using a hard-coded Caesar cipher on top of hex encoding. When transmitting data, TunnelSpecter prepends the unique machine identifier followed by a predetermined flag ( b , c , d or z ) and then the stolen data content. Figure 9 below shows this communication.

As shown in Figure 10, Cortex XDR prevented TunnelSpecter, recognizing it as a suspicious DLL.

Although we could not see a clear similarity between TunnelSpecter and Gh0st RAT, the malware shared similarity with the second backdoor discovered, SweetSpecter (described below).

Based on our analysis of the SweetSpecter malware, we believe it was written by the same author as TunnelSpecter. We found that it shares code similarities with TunnelSpecter and SugarGh0st RAT . This RAT is a relatively new variant of Gh0st RAT that emerged in November 2023 and that researchers at Talos observed targeting governments in Asia.

SweetSpecter implements Gh0st RAT’s known TCP communication scheme by sending a zlib compressed TCP packet to the command and control server. SweetSpecter also performs add and xor operations with the value 0x5f to add an encryption layer and thwart network-based signatures.

The “Gh0st” header is absent in this variant, and it is randomized instead based on the seed value received from GetTickCount . Figure 11 below shows an example of the transmitted data:

• The aforementioned random value.
• The random value from (1) XORed with 0x2341, another value hard-coded in SweetSpecter.
• The length of the compressed buffer including the preliminary 12 header bytes.
• The length of the decompressed buffer.
• The zlib magic bytes 0x789c that are added by and XORed with 0x5f.

Similarities with SugarGh0st RAT include:

• Using the HKLM\SOFTWARE\WOW6432Node\ODBC registry key
• Using the GPINFO registry key and default value as a second campaign identifier
• Campaign ID format, using a string representing a month and a year (i.e., 2023.03 ) as shown in Figure 12

Finally, similarities with TunnelSpecter include:

• Generating the same user identifier by using the cpuid command
• Generating a mutex containing a domain name
• Similar initial system profiling and data sent to the C2

As shown in Figure 13, Cortex XDR prevented SweetSpecter, recognizing it as a suspicious DLL.

Appendix C: Additional Details on the Attribution to the Chinese Nexus

Over the span of a year, we have been tracking and monitoring the infrastructure intricacies related to TGR-STA-0043. We noticed the changes in the C2 servers used by the threat actor, and we monitored these alterations.

In addition, we were able to uncover additional servers that are part of this complex operational infrastructure by pivoting on strategic data points, based on the already established knowledge of the infrastructure.

Our investigation revealed indications that threat actors employed a substantial portion of the correlated infrastructure, either presently or historically, as C2 servers for two prominent pieces of malware: PlugX and Trochilus RAT . These two pieces of malware (especially PlugX) are largely associated with Chinese threat actors. However, other threat actors can access and use them as well.

As depicted in Figure 14 below, we found multiple IP addresses related to the infrastructure, as well as domains and subdomains. A particularly noteworthy facet of our observations pertains to the threat actor's deliberate endeavors to assume the guise of both legitimate Microsoft servers (e.g., *.microsoft-ns1[.]com ) and governmental entities. For example, *.govu[.]ml  masquerades as a Mali-government address. (The threat actor’s impersonation does not imply any issues with the legitimate servers or governmental entities.)

As shown in the Maltego graph above, there are multiple overlaps between the infrastructure leveraged in Operation Diplomatic Specter and different operations, all associated with Chinese APTs.

IP Address Overlaps

The first overlap observed involves the IP address 192.225.226[.]217 , used as one of the main C2 servers for the threat actor to communicate with at least one target. This IP was also observed in three different operations:

• Space Pirates , which was not formally attributed to any specific group, but it was attributed to Chinese threat actors
• Operation Iron Tiger [PDF] , which was attributed to Iron Taurus
• Operation Exorcist [PDF] , which was not formally attributed to a specific Chinese APT, though the authors of that report found overlaps with Stately Taurus (aka Mustang Panda)

SSL/TLS Certificate Overlaps/Pivoting

The other overlaps observed are related to the use of the same SSL certificate (SHA256: 3d74df40e3d2730941ff64f275217ae6d46b20d7fbbd04123bc156daf8f6e85c ). This certificate was observed in multiple servers, some of which were overlapping with different activities, all associated with Chinese APTs.

The certificate pivoting led to the following IP addresses overlaps:

• The IP address 27.255.79[.]17 resolves to the domain poer.whoamis[.]info . It was mentioned in the context of Operation Earth Berberoka [PDF] , which was attributed to Iron Taurus. It was also mentioned in connection to Starchy Taurus (aka Winnti ).
• The IP address 108.61.178[.]125 that resolves to airjaldinet[.]ml , was mentioned in two operations: Storm Cloud and Holy water . These two operations were linked to Chinese APTs with different confidence levels, but they were not attributed to any specific group. In addition, the IP address 192.225.226[.]196 , resolves to safer.ddns[.]us . It was also mentioned in the analysis of Operation Exorcist [PDF] mentioned above.

Activity Time Frame

During our analysis of compromised assets, we successfully traced the time frame of the threat actor's interactive sessions, focusing on hands-on-keyboard commands received from web shells and backdoors. Extensive mapping of the activity's working hours over several months revealed a notable and consistent pattern.

Figure 15 below shows our findings indicate a strong alignment with a standard 9-to-5 workday within the UTC+8 time zone. This time frame notably corresponds to the working hours of several Asian countries, including but not limited to China.

Linguistic Artifacts

During our investigation, we acquired several scripts and files that prominently feature numerous comments and debug strings in Mandarin, suggesting that the scripts’ creators are Mandarin-speaking individuals. One of those files is a web shell found on one compromised environment.

Further inspection of the code revealed a subtle resemblance between the code in the web shell we obtained and a GitHub repository of a penetration testing PoC tool. This tool is named GetShell , and was created three years ago.

It is possible that the web shell used by the threat actor borrowed code from this existing repository. However, the threat actor appears to tailor the code to suit specific targets, modifying it based on the nature of the targeted data.

In particular, we identified a customized version of this web shell deployed on the Exchange servers of one of the targets. This modified version, named ManagementMailboxPicker.aspx , demonstrated functionalities focused on file uploads and not limited to images, as shown in Figure 16.

Our analysis suggests that the threat actor leveraged this web shell to manage the upload of files, potentially .pst and archive files containing email data. The nomenclature ManagementMailboxPicker.aspx further implies its role in the manipulation of mailbox-related activities.

Tools and Malware Commonly Used by Chinese APTs

Another facet of strengthening the connection to a Chinese threat actor lies in the tools and malware employed during the operation. We observed multiple tools and malware commonly associated with a diverse range of Chinese threat actors, including:

While many Chinese threat actors seem to favor these tools, it's crucial to emphasize that the mere presence of these tools and malware does not singularly establish a link or attribution to Chinese threat actors. While these tools are prevalent among such actors, they are not exclusive to this context and are accessible for use by other threat actors as well.

Use of Chinese VPS

The attackers used Chinese VPS providers, such as Cloudie Limited and Zenlayer, for several of their C2 servers. It is interesting to note that some of those VPS services are offered in Yuan only. The fact that the service is offered only in Yuan can strengthen the connection to Chinese operators, but of course it’s not limited to them.

Get updates from Palo Alto Networks!

Sign up to receive the latest news, cyber threat intelligence and research from us

Please enter your email address!

Please mark, I'm not a robot!

By submitting this form, you agree to our Terms of Use and acknowledge our Privacy Statement .