How+to+Write+the+Methods+Section+of+a+Research+Paper
特立尼达-演讲文章
HowtoWritetheMethodsSectionofaResearchPaper
RichardHKalletMScRRTFAARC
Introduction
B
asicResearchConcepts
ContentandWritingStyleofth
eMethodsSection
Subjects
EthicalConsideratio
ns
Preparations
ProtocolDesign
Measuremen
tsandCalculations
DataAnalysis
Summary
Th
emethodssectionofaresearchpaperprovidestheinformat
ionbywhichastudy’svalidityisjudged.
Therefore,i
trequiresaclearandprecisedescriptionofhowanexperim
entwasdone,andtherationale
hodssectionshoulddes
cribewhatwas
donetoanswertheresearchquestion,de
scribehowitwasdone,justifytheexperimentaldesign,an
d
ore,the
methodssectionstructureshould:desc
ribethematerialsusedinthestudy,explainhowthe
ma
terialswerepreparedforthestudy,describetheresearch
protocol,explainhowmeasure-
mentsweremadeandwha
tcalculationswereperformed,andstatewhichstatistica
ltestswere
lelementsofthemethodssectionarewritt
en,subsequent
draftsshould
descriptionofprep
arations,measurements,andtheprotocolshouldbeorgani
zedchronologi-
rity,whenalargeamountofdetailmus
tbepresented,informationshouldbe
alineachsectio
nshouldbeorganizedby
ds:publications;research;r
esearchmethodology;
clinicaltrials;laboratoryre
search;writing;mauscripts,medical.[RespirCare2004;
49(10):1229–1232.
©2004DaedalusEnterprises]
Introduction
Themethodssectionisthemostimportan
taspectofa
researchpaperbecauseitprovidestheinf
ormationbywhich
RichardHKalletMScRRTFAARCisaffi
liatedwiththeCardiovascular
ResearchInstitute,a
ndwithRespiratoryCareServices,Departmentof
Anes
thesia,SanFranciscoGeneralHospital,UniversityofCal
ifornia,
SanFrancisco,California.
RichardHKa
lletMSRRTFAARCpresentedaversionofthisarticleat
theR
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Journalsymposium
,“AnatomyofaResearch
Paper:ScienceWriting101,”a
tthe48thInternationalRespiratoryCon-
gress,held
October5–8,2002,inTampa,Florida.
ore,the
aut
hormustprovideaclearandprecisedescriptionofhow
anexperimentwasdone,andtherationaleforthespecific<
br>bewrittenwith
enoughinformationsothat:(1)the
experimentcouldbe
repeatedbyotherstoevaluatewhe
thertheresultsarere-
producible,and(2)theaudien
cecanjudgewhetherthe
articleIdescribe
Corres
pondence:RichardHKalletMSRRTFAARC,RespiratoryCare<
br>Services,SanFranciscoGeneralHospital,NH:GA-2,10
01PotreroAv-
enue,SanFranciscoCA.94110.E-mail:r
kallet@.
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<
br>H
OWTO
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M
ETHODS
SECTIONOFA
R
ESEARCH
P
APER
ethis<
br>sectionissointimatelyrelatedtotheprinciplesofsc
ien-
tificresearch,Ibeginwithareviewofbasicrese
arch
concepts,andthenfollowwithadiscussionofimp
ortant
pointstoincorporatewhenwritingthemethods
section.
BasicResearchConcepts
Thescientific
methodattemptstodiscovercause-and-
effectrelati
onshipsbetweenobjects(ie,physicalmatteror
proce
sses).Inthephysicalsciencesobjectsareregardedas
variables,andavariableisanythingthatcanassumedif-
atingacause-and-effectrelationship
betweeno
bjectsrequiresthatvariablesareclassifiedas
inde
pendent,dependent,pendent
variableisonethat,whe
nmanipulated,causesachangein
iablethatchangesin
responseto
thatmanipulationisreferredtoasadepen
dentvariable.
Forexample,arterialoxygentensioni
sadependentvari-
ablethatrespondstomanipulation
sinindependentvari-
ablessuchasbarometricpressu
reandoxygenconcentra-
undingorextraneousvariabl
eisanything
otherthantheindependentvariableofin
terestthatmay
ore,achangeina
dependentvariab
lemaybeduewhollyorinparttoa
mple,achange
inm
inuteventilationcanalterarterialoxygentensionby
itseffectuponalveolarcarbondioxidepartialpressure
.
Evaluationofapotentialcause-effectrelationshi
pbe-
tween2objectsisaccomplishedthroughthedevel
opment
designissimplyastrategyto
controlandm
anipulatevariablesthatprovideananswerto
therese
archquestionregardingpotentialcause-and-effect
relationships.
Validityreferstothecredibilityof
experimentalresults
andthedegreetowhichtheresul
tscanbeappliedtothe
alvalidityrefersto
thecr
edibilityofastudyandisdeterminedbythedegree
tow
hichconclusionsdrawnfromanexperimentcorrectly
d
escribewhatactuallytranspiredduringthestudy.
1<
br>Exter-
nalvalidityreferstowhether(andtowhatd
egree)the
resultsofastudycanbegeneralizedtoalar
gerpopula-
tion.
1
Unfortunately,allbiolo
gicalsystemsareprofoundly
complex,sosimple,unam
biguous,directrelationshipsbe-
ernal
validit
yofastudyisjudgedbythedegreetowhichits
outcomes
canbeattributedtomanipulationofindependent
vari
ablesandnottotheeffectsofconfoundingvariables.
Therefore,thestudyprotocolmustbedesignedtocontrol<
br>(eg,tokeepconstant)asmanyextraneousfactorsaspos
-
siblesothatanypotentialcause-and-effectrelati
onship
portant
1230
toemphasizethatconfou
ndingvariablescanneverbefully
rmore,theinfluenc
eofthesevariables
maynotbefullyappreciatedbytho
seconductingthere-
alvalidityisprimarilydetermi
nedbyhow
subjectsareselectedtoparticipateinastu
dyandbythe
useofrandomizationproceduresthatlimi
tpotentialbiasin
howsubjectsareassignedtotreatm
entgroups.
ContentandWritingStyleoftheMethodsSe
ction
Historically,themethodssectionwasreferred
toasthe
“materialsandmethods”toemphasizethe2dis
tinctareas
thatmustbeaddressed.“Materials”refer
redtowhatwas
examined(eg,humans,animals,tissuep
reparations)and
alsotothevarioustreatments(eg,d
rugs,gases)andin-
struments(eg,ventilators)used
inthestudy.“Methods”
referredtohowsubjectsorobj
ectsweremanipulatedto
answertheexperimentalques
tion,howmeasurementsand
calculationsweremade,an
dhowthedatawereanalyzed.
Thecomplexityofscienti
ficinquirynecessitatesthat
thewritingofthemetho
dsbeclearandorderlytoavoid
,itisusuallyhelpfult
o
structurethemethodssectionby:
bingthemater
ialsusedinthestudy
ninghowthematerialswereprepa
red
bingtheresearchprotocol
ninghowmeasureme
ntsweremadeandwhat
calculationswereperformed
gwhichstatisticaltestsweredonetoanalyze
thedat
a
2
Second,thewritingshouldbedirectandprecis
eandin
ndsentencestructuresshouldbe
avoided,
aswellasdescriptionsofunimportantdetails.
Oncea
llelementsofthemethodssectionarewrittendown
dur
ingtheinitialdraft,subsequentdraftsshouldfocusonhowtopresentthoseelementsasclearlyandlogicallyas
ral,thedescriptionofpreparations,mea-
surem
ents,andtheprotocolshouldbeorganizedchrono-
rit
y,whenalargeamountofdetailmust
bepresented,info
rmationshouldbepresentedinsubsec-
eachsectionan
dsubsec-
tion,materialshouldalwaysbeorganizedby
topicfrom
mosttoleastimportant.
Subjects
Judgingtheexternalvalidityofastudyinvolvinghu-
mansubjects(ie,towhomthestudyresultsmaybeap-
pl
ied)requiresthatdescriptivedatabeprovidedregarding
thebasicdemographicprofileofthesamplepopulatio
n,
includingage,gender,andpossiblytheracialcomp
osition
imalsarethesubjectsofastudy,it
isimp
ortanttolistspecies,weight,strain,sex,andage.
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APER
Whoischosenforinclusion
inastudy(aswellashow
treatmentsareassigned)inla
rgemeasuredetermineswhat
limitsareplacedonthege
neralizationsthatcanbemade
,whenwritingthemeth-
odssection,itisimportanttodescribewhothesubjec
ts
ection
criteriaandrationaleforenrollingpa
tientsintothestudy
mple,ifthestudypro-
claim
stoexaminewhethernoninvasiveventilationreduces
theneedforintubationofpatientswithcardiogenicpul-<
br>monaryedema,thenonewouldnotanticipatethatsurgic
al
patientswithrespiratoryfailurewouldberecruit
ed.
Inaddition,itisimportantwhendescribingpatie
ntsto
providesomeevaluationoftheirhealthstatust
hatisrel-
mple,whenexaminingtherapies
thatma
yimpactmortalityinacutelyillpatients,thestudy
s
ubjects’healthstatuscanbeassessedwithascoringsys-<
br>temsuchastheSimplifiedAcutePhysiologyScore.
3
If
studyingpatientsinarehabilitationsettin
g,thenageneral
quality-of-lifequestionnairesuch
astheSicknessImpact
Profilecanbeused.
4
E
thicalConsiderations
Whenworkingwithhumanoranim
alsubjects,there
mustbeadeclarationthatthemedic
alcenter’sinstitutional
reviewboardgoverningres
earchonlivingmatterhasde-
terminedthatthestudyp
rotocoladherestoethicalprinci-
tsuchapproval,no
researchprojectcanbe
conductednorcanitbepublish
edinareputable,peer-
reviewsciencejournal.
P
reparations
Instudiesinvolvinganimalmodelsormec
hanicalmod-
els,adetaileddescriptionmustbeprovi
dedregardingthe
preparationsmadepriortobeginnin
gtheexperimentalpro-
iesinvolvinganimalsadetail
eddescription
shouldbeprovidedontheuseofsedatio
nandanesthesia,
therouteofadministration,andhow
itsefficacywaseval-
uated.
2
Inaddition,a
llaspectsofanimalortissueprepa-
rationrequiredp
riortoinitiationoftheresearchprotocol
yanimalpr
eparation
ormechanicalmodeltheremustbeenoughdet
ailprovided
sothatthereadercanduplicateitoreval
uateitsrelevance.
Whenastudyinvolvestheuseoreva
luationofdrugs,the
genericdrugnameshouldbeuseda
ndthemanufacturer,
concentration,dose,andinfusi
onrateshouldbespecified.
Likewise,whenmedicalga
sesareused,theconcentration
andflowratesshouldb
especified.
Itisworthnotingthattheintroductiono
fanynovel
methodformeasuringavariable,orprepari
ngdesigninga
ingonhow
unique(orunorthodox)th
enewmethodis,itsvalidation
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probablyshouldbeestablishedinaseparatepu
blication,
publishedpriortosubmissionofthemains
tudy.
ProtocolDesign
Theresearchprotocolisth
esequenceofmanipulations
andmeasurementprocedur
esthatmakeuptheexperiment.
Itsdescriptionshould
followtheexactsequenceofhow
theprocedureswereex
ecuted.
2
Typically,thisfirstin-
volvesad
escriptionofbaselineconditionsandanyasso-
ciate
dbaselinemeasurements,followedbythesequence
ofm
anipulationsoftheindependentvariableandthesub-
sequentmeasurementofchangesinthedependentvari-
soimportanttodescribeallrelevantaspectsof
clini
calmanagementnotcontrolledbytheprotocolinthe
pe
ri-experimentalperiod.
Whenwritingthemethodssec
tion,itisimportantto
bearinmindthattherationale
orassumptionsonwhich
someproceduresarebasedmayn
otalwaysbeobviousto
particularlytruewhenwriting
fora
generalmedicalaudience,asopposedtomemberso
fa
ore,thewritermustalwayskeepin
ionaleandas
sump-
tionsonwhichexperimentalproceduresarebase
dshould
bebrieflystatedinthemethodssectionand,i
fnecessary,
-
everitisnotobvious,thepurposeo
faprocedureshouldbe
statedinrelationshipeithert
otheresearchquestionorto
gthemethodssectioninth
is
styleiscalledapurpose-procedureformat.
2<
br>MeasurementsandCalculations
Thenextstepinthe
methodssectionistodescribewhat
variablesweremea
suredandhowthosemeasurementswere
criptionofmeas
urementinstrumentsshould
includethemanufacturer
andmodel,calibrationproce-
dures,maybe
neces
sarytojustifywhyandhowcertainvariableswere
come
sparticularlyimportantwhenthe
objectoftheexperi
mentcanbeapproachedonlyindi-
tially,wheneverava
lueforavariableis
usedtosignifyastateorconditio
n,thisshouldbestated
mple,onecouldstate:“Adequa
teintra-
vascularvolumestatuswasindicatedbyacen
tralvenous
pressureofՆ8mmHg.”Alistingofallcalcu
lationsused
inthestudytypicallyfollowsthedescri
ptionofmeasure-
ments.
DataAnalysis
Thela
ststepinthemethodssectionistodescribehow
thedat
awillbepresentedintheresultssection(eg,mean
vsm
edian),whichstatisticaltestswillusedfortheinfer-1231
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REFERENCES
entialdata,andwhatpvalueisde
emedtoindicateasta-
tisticallysignificantdiffer
ence.
Summary
Themethodssectionisthemostimpo
rtantpartofa
researchpaperbecauseitprovidesthei
nformationthe
readerneedstojudgethestudy’ingaclearandprecisedescriptionofhowanexperimentwasdone,andtherationaleforspecificexperimentalproce
-
duresarecrucialaspectsofscientificwriting.
SB,NewmanTB,tomyandphysi-
:HulleySB,CummingsSR
(editors).Designing
ore:William&Wilkins;1988:1–
11.
York:McGraw-Hill;1991:113–138.
JR,Le
meshowS,mplifiedAcutePhys-
iologyScore(SAPSII)b
asedonaEuropeanNorthAmericanmul-
1993;270(24):2
957–2963.
rM,BobbittRA,CarterWB,knessIm-
pac
tProfile:developmentandfinalrevisionofahealthstatu
smea-
e1981;19(8):787–805.
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