1. What you should know
If you consider a research study as a delicate dish of knowledge, a paper's methods section would be like a recipe that lists all the necessary ingredients of the study and how they need to be combined during cooking. Ideally, it allows the dish to be prepared again with the same result. The methods section ties the introduction to the results section to create a clear story line; it should present the obvious approach to answer the research question and define the structure in which the results will be presented later.
The methods section of a paper presenting original research from a quantitative study has four basic elements: study design, setting and subjects, data collection, and data analysis. It is quite common to use such subheadings to structure the section (the target journal may offer specific guidance). In the case of research in humans, the authority providing ethical clearance needs to be stated as well.
2. What you should do
Start by developing a “skeleton” with the basic elements of the methods section (see the first installment of this series). If available, refer to a published protocol or previously published papers from the same research project for additional information about the methods. This allows you to keep the methods section more concise. Be sure, however, to include all information that the reader needs to understand on how the key findings in this paper were derived.
Mention the design of the present study, such as randomized controlled trial, prospective/retrospective cohort study, case–control study, or cross-sectional survey. If you find it difficult to fit your study into a specific type of design, try to describe the key design components, for example whether it was an interventional and/or observational study and whether data were collected longitudinally and/or cross-sectionally.
Explain when and where the study was conducted, how the sample was recruited or selected, and which inclusion/exclusion criteria were applied. Provide a sample size calculation for studies set up to statistically test a specific hypothesis.
With regard to the data collection, define precisely what exposure (e.g., stressful life events) or intervention (e.g., cognitive behavioral therapy) you investigated, what outcomes you measured (e.g., depression), how you measured them (e.g., using a self-reported depression scale), and when measurements were made (e.g., during the screening visit and after 12 months of follow-up). Cite original research on existing measurement tools you used, and state if you designed a tool specifically for the study. Provide details of measurement properties (reproducibility, validity, and responsiveness) if these are crucial for the interpretation of the main results. A useful order if you used various measurements is to start with the outcome measure (or dependent variable), followed by the exposure measures (or main independent variables), and possible covariates.
Match the part on data analysis with the research questions. If you present a primary research question in your introduction and one or more secondary questions, start by explaining the primary analysis, followed by the secondary analyses. Provide sufficient detail on the statistical techniques you used; do not assume that readers understand what you did from the name of a technique. Be very clear about the definition and operationalization of the dependent and main independent variable, the use of covariates (i.e., if and how you adjusted your analyses), and the handling of missing data. Be honest and clear about the analyses you intended a priori to test your hypothesis and the analyses that were exploratory. Avoid putting results in the methods section, such as numbers of subjects recruited and followed up.
As there may be various ways to answer a research question, try to explain, where necessary, why you made certain methodological choices and why you think these were the best options given the context. You can demonstrate the credibility of your methods by citing previous research.
After you have drafted the methods section, ask yourself, “Would a researcher be able to reproduce our study with the information I provide in this paper?” Also check whether the section contains redundant information that is not necessary to understand the paper's story line. This check is particularly important when the paper is one of the many arising from a larger study. Only describe methods for which results are presented later.
Tabled
1Checklist for the methods section
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Published online: February 21, 2013
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