Organizing Your Social Sciences Research Assignments

  • Annotated Bibliography
  • Analyzing a Scholarly Journal Article
  • Group Presentations
  • Dealing with Nervousness
  • Using Visual Aids
  • Grading Someone Else's Paper
  • Types of Structured Group Activities
  • Group Project Survival Skills
  • Leading a Class Discussion
  • Multiple Book Review Essay
  • Reviewing Collected Works
  • Writing a Case Analysis Paper
  • Writing a Case Study
  • About Informed Consent
  • Writing Field Notes
  • Writing a Policy Memo
  • Writing a Reflective Paper
  • Writing a Research Proposal
  • Generative AI and Writing
  • Acknowledgments

Definition and Introduction

Journal article analysis assignments require you to summarize and critically assess the quality of an empirical research study published in a scholarly [a.k.a., academic, peer-reviewed] journal. The article may be assigned by the professor, chosen from course readings listed in the syllabus, or you must locate an article on your own, usually with the requirement that you search using a reputable library database, such as, JSTOR or ProQuest . The article chosen is expected to relate to the overall discipline of the course, specific course content, or key concepts discussed in class. In some cases, the purpose of the assignment is to analyze an article that is part of the literature review for a future research project.

Analysis of an article can be assigned to students individually or as part of a small group project. The final product is usually in the form of a short paper [typically 1- 6 double-spaced pages] that addresses key questions the professor uses to guide your analysis or that assesses specific parts of a scholarly research study [e.g., the research problem, methodology, discussion, conclusions or findings]. The analysis paper may be shared on a digital course management platform and/or presented to the class for the purpose of promoting a wider discussion about the topic of the study. Although assigned in any level of undergraduate and graduate coursework in the social and behavioral sciences, professors frequently include this assignment in upper division courses to help students learn how to effectively identify, read, and analyze empirical research within their major.

Franco, Josue. “Introducing the Analysis of Journal Articles.” Prepared for presentation at the American Political Science Association’s 2020 Teaching and Learning Conference, February 7-9, 2020, Albuquerque, New Mexico; Sego, Sandra A. and Anne E. Stuart. "Learning to Read Empirical Articles in General Psychology." Teaching of Psychology 43 (2016): 38-42; Kershaw, Trina C., Jordan P. Lippman, and Jennifer Fugate. "Practice Makes Proficient: Teaching Undergraduate Students to Understand Published Research." Instructional Science 46 (2018): 921-946; Woodward-Kron, Robyn. "Critical Analysis and the Journal Article Review Assignment." Prospect 18 (August 2003): 20-36; MacMillan, Margy and Allison MacKenzie. "Strategies for Integrating Information Literacy and Academic Literacy: Helping Undergraduate Students make the most of Scholarly Articles." Library Management 33 (2012): 525-535.

Benefits of Journal Article Analysis Assignments

Analyzing and synthesizing a scholarly journal article is intended to help students obtain the reading and critical thinking skills needed to develop and write their own research papers. This assignment also supports workplace skills where you could be asked to summarize a report or other type of document and report it, for example, during a staff meeting or for a presentation.

There are two broadly defined ways that analyzing a scholarly journal article supports student learning:

Improve Reading Skills

Conducting research requires an ability to review, evaluate, and synthesize prior research studies. Reading prior research requires an understanding of the academic writing style , the type of epistemological beliefs or practices underpinning the research design, and the specific vocabulary and technical terminology [i.e., jargon] used within a discipline. Reading scholarly articles is important because academic writing is unfamiliar to most students; they have had limited exposure to using peer-reviewed journal articles prior to entering college or students have yet to gain exposure to the specific academic writing style of their disciplinary major. Learning how to read scholarly articles also requires careful and deliberate concentration on how authors use specific language and phrasing to convey their research, the problem it addresses, its relationship to prior research, its significance, its limitations, and how authors connect methods of data gathering to the results so as to develop recommended solutions derived from the overall research process.

Improve Comprehension Skills

In addition to knowing how to read scholarly journals articles, students must learn how to effectively interpret what the scholar(s) are trying to convey. Academic writing can be dense, multi-layered, and non-linear in how information is presented. In addition, scholarly articles contain footnotes or endnotes, references to sources, multiple appendices, and, in some cases, non-textual elements [e.g., graphs, charts] that can break-up the reader’s experience with the narrative flow of the study. Analyzing articles helps students practice comprehending these elements of writing, critiquing the arguments being made, reflecting upon the significance of the research, and how it relates to building new knowledge and understanding or applying new approaches to practice. Comprehending scholarly writing also involves thinking critically about where you fit within the overall dialogue among scholars concerning the research problem, finding possible gaps in the research that require further analysis, or identifying where the author(s) has failed to examine fully any specific elements of the study.

In addition, journal article analysis assignments are used by professors to strengthen discipline-specific information literacy skills, either alone or in relation to other tasks, such as, giving a class presentation or participating in a group project. These benefits can include the ability to:

  • Effectively paraphrase text, which leads to a more thorough understanding of the overall study;
  • Identify and describe strengths and weaknesses of the study and their implications;
  • Relate the article to other course readings and in relation to particular research concepts or ideas discussed during class;
  • Think critically about the research and summarize complex ideas contained within;
  • Plan, organize, and write an effective inquiry-based paper that investigates a research study, evaluates evidence, expounds on the author’s main ideas, and presents an argument concerning the significance and impact of the research in a clear and concise manner;
  • Model the type of source summary and critique you should do for any college-level research paper; and,
  • Increase interest and engagement with the research problem of the study as well as with the discipline.

Kershaw, Trina C., Jennifer Fugate, and Aminda J. O'Hare. "Teaching Undergraduates to Understand Published Research through Structured Practice in Identifying Key Research Concepts." Scholarship of Teaching and Learning in Psychology . Advance online publication, 2020; Franco, Josue. “Introducing the Analysis of Journal Articles.” Prepared for presentation at the American Political Science Association’s 2020 Teaching and Learning Conference, February 7-9, 2020, Albuquerque, New Mexico; Sego, Sandra A. and Anne E. Stuart. "Learning to Read Empirical Articles in General Psychology." Teaching of Psychology 43 (2016): 38-42; Woodward-Kron, Robyn. "Critical Analysis and the Journal Article Review Assignment." Prospect 18 (August 2003): 20-36; MacMillan, Margy and Allison MacKenzie. "Strategies for Integrating Information Literacy and Academic Literacy: Helping Undergraduate Students make the most of Scholarly Articles." Library Management 33 (2012): 525-535; Kershaw, Trina C., Jordan P. Lippman, and Jennifer Fugate. "Practice Makes Proficient: Teaching Undergraduate Students to Understand Published Research." Instructional Science 46 (2018): 921-946.

Structure and Organization

A journal article analysis paper should be written in paragraph format and include an instruction to the study, your analysis of the research, and a conclusion that provides an overall assessment of the author's work, along with an explanation of what you believe is the study's overall impact and significance. Unless the purpose of the assignment is to examine foundational studies published many years ago, you should select articles that have been published relatively recently [e.g., within the past few years].

Since the research has been completed, reference to the study in your paper should be written in the past tense, with your analysis stated in the present tense [e.g., “The author portrayed access to health care services in rural areas as primarily a problem of having reliable transportation. However, I believe the author is overgeneralizing this issue because...”].

Introduction Section

The first section of a journal analysis paper should describe the topic of the article and highlight the author’s main points. This includes describing the research problem and theoretical framework, the rationale for the research, the methods of data gathering and analysis, the key findings, and the author’s final conclusions and recommendations. The narrative should focus on the act of describing rather than analyzing. Think of the introduction as a more comprehensive and detailed descriptive abstract of the study.

Possible questions to help guide your writing of the introduction section may include:

  • Who are the authors and what credentials do they hold that contributes to the validity of the study?
  • What was the research problem being investigated?
  • What type of research design was used to investigate the research problem?
  • What theoretical idea(s) and/or research questions were used to address the problem?
  • What was the source of the data or information used as evidence for analysis?
  • What methods were applied to investigate this evidence?
  • What were the author's overall conclusions and key findings?

Critical Analysis Section

The second section of a journal analysis paper should describe the strengths and weaknesses of the study and analyze its significance and impact. This section is where you shift the narrative from describing to analyzing. Think critically about the research in relation to other course readings, what has been discussed in class, or based on your own life experiences. If you are struggling to identify any weaknesses, explain why you believe this to be true. However, no study is perfect, regardless of how laudable its design may be. Given this, think about the repercussions of the choices made by the author(s) and how you might have conducted the study differently. Examples can include contemplating the choice of what sources were included or excluded in support of examining the research problem, the choice of the method used to analyze the data, or the choice to highlight specific recommended courses of action and/or implications for practice over others. Another strategy is to place yourself within the research study itself by thinking reflectively about what may be missing if you had been a participant in the study or if the recommended courses of action specifically targeted you or your community.

Possible questions to help guide your writing of the analysis section may include:

Introduction

  • Did the author clearly state the problem being investigated?
  • What was your reaction to and perspective on the research problem?
  • Was the study’s objective clearly stated? Did the author clearly explain why the study was necessary?
  • How well did the introduction frame the scope of the study?
  • Did the introduction conclude with a clear purpose statement?

Literature Review

  • Did the literature review lay a foundation for understanding the significance of the research problem?
  • Did the literature review provide enough background information to understand the problem in relation to relevant contexts [e.g., historical, economic, social, cultural, etc.].
  • Did literature review effectively place the study within the domain of prior research? Is anything missing?
  • Was the literature review organized by conceptual categories or did the author simply list and describe sources?
  • Did the author accurately explain how the data or information were collected?
  • Was the data used sufficient in supporting the study of the research problem?
  • Was there another methodological approach that could have been more illuminating?
  • Give your overall evaluation of the methods used in this article. How much trust would you put in generating relevant findings?

Results and Discussion

  • Were the results clearly presented?
  • Did you feel that the results support the theoretical and interpretive claims of the author? Why?
  • What did the author(s) do especially well in describing or analyzing their results?
  • Was the author's evaluation of the findings clearly stated?
  • How well did the discussion of the results relate to what is already known about the research problem?
  • Was the discussion of the results free of repetition and redundancies?
  • What interpretations did the authors make that you think are in incomplete, unwarranted, or overstated?
  • Did the conclusion effectively capture the main points of study?
  • Did the conclusion address the research questions posed? Do they seem reasonable?
  • Were the author’s conclusions consistent with the evidence and arguments presented?
  • Has the author explained how the research added new knowledge or understanding?

Overall Writing Style

  • If the article included tables, figures, or other non-textual elements, did they contribute to understanding the study?
  • Were ideas developed and related in a logical sequence?
  • Were transitions between sections of the article smooth and easy to follow?

Overall Evaluation Section

The final section of a journal analysis paper should bring your thoughts together into a coherent assessment of the value of the research study . This section is where the narrative flow transitions from analyzing specific elements of the article to critically evaluating the overall study. Explain what you view as the significance of the research in relation to the overall course content and any relevant discussions that occurred during class. Think about how the article contributes to understanding the overall research problem, how it fits within existing literature on the topic, how it relates to the course, and what it means to you as a student researcher. In some cases, your professor will also ask you to describe your experiences writing the journal article analysis paper as part of a reflective learning exercise.

Possible questions to help guide your writing of the conclusion and evaluation section may include:

  • Was the structure of the article clear and well organized?
  • Was the topic of current or enduring interest to you?
  • What were the main weaknesses of the article? [this does not refer to limitations stated by the author, but what you believe are potential flaws]
  • Was any of the information in the article unclear or ambiguous?
  • What did you learn from the research? If nothing stood out to you, explain why.
  • Assess the originality of the research. Did you believe it contributed new understanding of the research problem?
  • Were you persuaded by the author’s arguments?
  • If the author made any final recommendations, will they be impactful if applied to practice?
  • In what ways could future research build off of this study?
  • What implications does the study have for daily life?
  • Was the use of non-textual elements, footnotes or endnotes, and/or appendices helpful in understanding the research?
  • What lingering questions do you have after analyzing the article?

NOTE: Avoid using quotes. One of the main purposes of writing an article analysis paper is to learn how to effectively paraphrase and use your own words to summarize a scholarly research study and to explain what the research means to you. Using and citing a direct quote from the article should only be done to help emphasize a key point or to underscore an important concept or idea.

Business: The Article Analysis . Fred Meijer Center for Writing, Grand Valley State University; Bachiochi, Peter et al. "Using Empirical Article Analysis to Assess Research Methods Courses." Teaching of Psychology 38 (2011): 5-9; Brosowsky, Nicholaus P. et al. “Teaching Undergraduate Students to Read Empirical Articles: An Evaluation and Revision of the QALMRI Method.” PsyArXi Preprints , 2020; Holster, Kristin. “Article Evaluation Assignment”. TRAILS: Teaching Resources and Innovations Library for Sociology . Washington DC: American Sociological Association, 2016; Kershaw, Trina C., Jennifer Fugate, and Aminda J. O'Hare. "Teaching Undergraduates to Understand Published Research through Structured Practice in Identifying Key Research Concepts." Scholarship of Teaching and Learning in Psychology . Advance online publication, 2020; Franco, Josue. “Introducing the Analysis of Journal Articles.” Prepared for presentation at the American Political Science Association’s 2020 Teaching and Learning Conference, February 7-9, 2020, Albuquerque, New Mexico; Reviewer's Guide . SAGE Reviewer Gateway, SAGE Journals; Sego, Sandra A. and Anne E. Stuart. "Learning to Read Empirical Articles in General Psychology." Teaching of Psychology 43 (2016): 38-42; Kershaw, Trina C., Jordan P. Lippman, and Jennifer Fugate. "Practice Makes Proficient: Teaching Undergraduate Students to Understand Published Research." Instructional Science 46 (2018): 921-946; Gyuris, Emma, and Laura Castell. "To Tell Them or Show Them? How to Improve Science Students’ Skills of Critical Reading." International Journal of Innovation in Science and Mathematics Education 21 (2013): 70-80; Woodward-Kron, Robyn. "Critical Analysis and the Journal Article Review Assignment." Prospect 18 (August 2003): 20-36; MacMillan, Margy and Allison MacKenzie. "Strategies for Integrating Information Literacy and Academic Literacy: Helping Undergraduate Students Make the Most of Scholarly Articles." Library Management 33 (2012): 525-535.

Writing Tip

Not All Scholarly Journal Articles Can Be Critically Analyzed

There are a variety of articles published in scholarly journals that do not fit within the guidelines of an article analysis assignment. This is because the work cannot be empirically examined or it does not generate new knowledge in a way which can be critically analyzed.

If you are required to locate a research study on your own, avoid selecting these types of journal articles:

  • Theoretical essays which discuss concepts, assumptions, and propositions, but report no empirical research;
  • Statistical or methodological papers that may analyze data, but the bulk of the work is devoted to refining a new measurement, statistical technique, or modeling procedure;
  • Articles that review, analyze, critique, and synthesize prior research, but do not report any original research;
  • Brief essays devoted to research methods and findings;
  • Articles written by scholars in popular magazines or industry trade journals;
  • Pre-print articles that have been posted online, but may undergo further editing and revision by the journal's editorial staff before final publication; and
  • Academic commentary that discusses research trends or emerging concepts and ideas, but does not contain citations to sources.

Journal Analysis Assignment - Myers . Writing@CSU, Colorado State University; Franco, Josue. “Introducing the Analysis of Journal Articles.” Prepared for presentation at the American Political Science Association’s 2020 Teaching and Learning Conference, February 7-9, 2020, Albuquerque, New Mexico; Woodward-Kron, Robyn. "Critical Analysis and the Journal Article Review Assignment." Prospect 18 (August 2003): 20-36.

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  • A Research Guide
  • Writing Guide
  • Article Writing

How to Analyze an Article

  • What is an article analysis
  • Outline and structure
  • Step-by-step writing guide
  • Article analysis format
  • Analysis examples
  • Article analysis template

What Is an Article Analysis?

  • Summarize the main points in the piece – when you get to do an article analysis, you have to analyze the main points so that the reader can understand what the article is all about in general. The summary will be an overview of the story outline, but it is not the main analysis. It just acts to guide the reader to understand what the article is all about in brief.
  • Proceed to the main argument and analyze the evidence offered by the writer in the article – this is where analysis begins because you must critique the article by analyzing the evidence given by the piece’s author. You should also point out the flaws in the work and support where it needs to be; it should not necessarily be a positive critique. You are free to pinpoint even the negative part of the story. In other words, you should not rely on one side but be truthful about what you are addressing to the satisfaction of anyone who would read your essay.
  • Analyze the piece’s significance – most readers would want to see why you need to make article analysis. It is your role as a writer to emphasize the importance of the article so that the reader can be content with your writing. When your audience gets interested in your work, you will have achieved your aim because the main aim of writing is to convince the reader. The more persuasive you are, the more your article stands out. Focus on motivating your audience, and you will have scored.

Outline and Structure of an Article Analysis

What do you need to write an article analysis, how to write an analysis of an article, step 1: analyze your audience, step 2: read the article.

  • The evidence : identify the evidence the writer used in the article to support their claim. While looking into the evidence, you should gauge whether the writer brings out factual evidence or it is personal judgments.
  • The argument’s validity: a writer might use many pieces of evidence to support their claims, but you need to identify the sources they use and determine whether they are credible. Credible sources are like scholarly articles and books, and some are not worth relying on for research.
  • How convictive are the arguments? You should be able to judge the writer’s persuasion of the audience. An article is usually informative and therefore has to be persuasive to the readers to be considered worthy. If it does not achieve this, you should be able to critique that and illustrate the same.

Step 3: Make the plan

Step 4: write a critical analysis of an article, step 5: edit your essay, article analysis format, article analysis example, what didn’t you know about the article analysis template.

  • Read through the piece quickly to get an overview.
  • Look for confronting words in the article and note them down.
  • Read the piece for the second time while summarizing major points in the literature piece.
  • Reflect on the paper’s thesis to affirm and adhere to it in your writing.
  • Note the arguments and the evidence used.
  • Evaluate the article and focus on your audience.
  • Give your opinion and support it to the satisfaction of your audience.

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The Classroom | Empowering Students in Their College Journey

How to Write an Article Analysis

Barbara Mascareno

What Are the Five Parts of an Argumentative Essay?

As you write an article analysis, focus on writing a summary of the main points followed by an analytical critique of the author’s purpose.

Knowing how to write an article analysis paper involves formatting, critical thinking of the literature, a purpose of the article and evaluation of the author’s point of view. In an article analysis critique, you integrate your perspective of the author about a specific topic into a mix of reasoning and arguments. So, you develop an argumentative approach to the point of view of the author. However, a careful distinction occurs between summary and analysis.

When presenting your findings of the article analysis, you might want to summarize the main points, which allows you to formulate a thesis statement. Then, inform the readers about the analytical aspects the author presents in his arguments. Most likely, developing ideas on how to write an article analysis entails a meticulous approach to the critical thinking of the author.

Writing Steps for an Article Analysis

As with any formal paper, you want to begin by quickly reading the article to get the main points. Once you generate a general idea of the point of view of the author, start analyzing the main ideas of each paragraph. An ideal way to take notes based on the reading is to jot them down in the margin of the article. If that's not possible, include notes on your computer or a separate piece of paper. Interact with the text you're reading.

Becoming an active reader helps you decide the relevant information the author intends to communicate. At this point, you might want to include a summary of the main ideas. After you finish writing down the main points, read them to yourself and decide on a concise thesis statement. To do so, begin with the author’s name followed by the title of the article. Next, complete the sentence with your analytical perspective.

Ideally, you want to use outlines, notes and concept mapping to draft your copy. As you progress through the body of the critical part of the paper, include relevant information such as literature references and the author’s purpose for the article. Formal documents, such as an article analysis, also use in-text citation and proofreading. Any academic paper includes a grammar, spelling and mechanics proofreading. Make sure you double-check your paper before submission.

When you write the summary of the article, focus on the purpose of the paper and develop ideas that inform the reader in an unbiased manner. One of the most crucial parts of an analysis essay is the citation of the author and the title of the article. First, introduce the author by first and last name followed by the title of the article. Add variety to your sentence structure by using different formats. For example, you can use “Title,” author’s name, then a brief explanation of the purpose of the piece. Also, many sentences might begin with the author, “Title,” then followed by a description of the main points. By implementing active, explicit verbs into your sentences, you'll show a clear understanding of the material.

Much like any formal paper, consider the most substantial points as your main ideas followed by evidence and facts from the author’s persuasive text. Remember to use transition words to guide your readers in the writing. Those transition phrases or words encourage readers to understand your perspective of the author’s purpose in the article. More importantly, as you write the body of the analysis essay, use the author’s name and article title at the beginning of a paragraph.

When you write your evidence-based arguments, keep the author’s last name throughout the paper. Besides writing your critique of the author’s purpose, remember the audience. The readers relate to your perspective based on what you write. So, use facts and evidence when making inferences about the author’s point of view.

Description of an Article Analysis Essay

When you analyze an article based on the argumentative evidence, generate ideas that support or not the author’s point of view. Although the author’s purpose to communicate the intentions of the article may be clear, you need to evaluate the reasons for writing the piece. Since the basis of your analysis consists of argumentative evidence, elaborate a concise and clear thesis. However, don't rely on the thesis to stay the same as you research the article.

At many times, you'll find that you'll change your argument when you see new facts. In this way, you might want to use text, reader, author, context and exigence approaches. You don't need elaborate ideas. Just use the author’s text so that the reader understands the point of views. However, evaluate the strong tone of the author and the validity of the claims in the article. So, use the context of the article.

Then, ask yourself if the author explains the purpose of his or her persuasive reasons. As you discern the facts and evidence of the article, analyze the point of views carefully. Look for assumptions without basis and biased ideas that aren't valid. An analysis example paragraph easily includes your perspective of the author’s purpose and whether you agree or not. Don't be surprised if your critique changes as you research other authors about the article.

Consequently, your response might end up agreeing, disagreeing or being somewhat in between despite your efforts of finding supporting evidence. Regardless of the consequences of your research of the literature and the perspective of the author’s point of view, maintain a definite purpose in writing. Don't fluctuate from agreement and disagreement. Focusing your analysis on presenting the points of view of the author so readers understand it and disseminating that critique is the basis of your paper.

When reading the text carefully, analyze the main points and explain the reasons of the author. Also, as you describe the document, offer evidence and facts to eliminate any biases. In an argumentative analysis, the focus of the writer can quickly shift. Avoid ineffective ways of approaching the author’s point of view that make the writing vague and lack supporting evidence. A clear way to stay away from biases is to use quotes from the author. However, using excessive amounts of quotes is counterproductive. Use author quotes sparingly.

As you develop your own ideas about the author’s viewpoints, use deductive reasoning to analyze the various aspects of the article. Often, you'll find the historical background influenced the author or persuaded the author to challenge the ideals of the time. Distinguishing between writing a summary and an analysis paper is crucial to your essay. You might find that using a review at the beginning of your article indicates a clear perspective to your analysis. Hence, a summary explains the main points of a paper in a concise manner.

You condense the original text, describe the main points, write your thesis and form no opinion about the article. On the other hand, an analysis is the breakdown of the author’s arguments that you use to derive the purpose of the author. When analyzing an article, you're dissecting the main points to draw conclusions about the persuasive ideas of the author. Furthermore, you offer argumentative evidence, strengths and weaknesses of the main points. More importantly, you don't give your opinion. Rather than providing comments on the author’s point of views, you compile evidence of how the author persuades readers to think about a particular topic and whether the author elaborates it adequately.

Examples of an Article Analysis

A summary and analysis essay example illustrates the arguments the author makes and how those claims are valid. For instance, a sample article analysis of “Sex, Lies, and Conversation; Why Is It So Hard for Men and Women to Talk to Each Other” by Deborah Tannen begins with a summary of the main critical points followed by an analytical perspective. One of the precise ways to summarize is to focus on the main ideas that Tannen uses to distinguish between men and women.

The writer of the summary also clearly states how one idea correlates to the other without presenting biases or opinions. Also, the writer doesn't take any sides on whether men or women are to blame for miscommunication. Instead, the summary points to the communication differences between men and women. In the analytical section of the sample, the writer immediately takes a transparent approach to the article and the author. The analysis shows apparent examples from the article with quotes and refers back to the article connecting miscommunication with misinterpretation. Finally, the writer poses various questions that Tannen didn't address, such as strategies for effective communication. However, the writer gives the reader the purpose of Tannen’s article and the reasons the author wrote it.

Another example of an article analysis is “The Year That Changed Everything” by Lance Morrow. The writer presents a concise summary of the elected government positions of Nixon, Kennedy and Johnson. Furthermore, the writer distinguishes between the three elected men's positions and discusses the similarities. The summary tends to lean toward a more powerful tone but effectively explains the author’s point of view for each one of these men. Then, the writer further describes the ideals of the period between morality and immoral values. The analytical aspect of the sample shows the reader the author’s powerful message.

The writer immediately lets the reader know about the persuasive nature of the article and the relevance of the time. For instance, the writer shows the reader in various parts of the article by suggesting examples in specific paragraph numbers. The writer also makes a powerful impact with the use of quotes embedded into the text. The writer uses transition words and active verbs, such as more examples, links, uncovering and secrets, and backs this claim up to describe Morrow’s purpose for the article. The analysis has the audience in mind.

The writer points out the specific details of the time era that only people of the time would relate. More importantly, the writer analyzes Morrow’s ideas as critical to formulating an opinion about Nixon, Kennedy and Johnson. However, the writer points out the assumptions Morrow makes between personal lifestyle and how it affects the political arena. Moreover, the writer suggests that Morrow’s claims aren't entirely valid just because the author mentions historical events. Unlike Tannen’s analytical example, the writer lets the readers know the misconnection between moral value and the lifestyle of many people at the time.

Both article analyses show a clear way to present different persuasive points of view. Unlike a summary, an analysis approach offers the reader an explicit representation of the author’s viewpoints without any opinions. The writers of each sample focus on providing evidence, facts and reasonable statements. Consequently, each example demonstrates the proper use of the critical analysis of the literature and evaluates the purpose of the author. Without seeking an agreement or not, the writer clearly distinguishes between a summary and an analysis of each article.

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Barbara earned a B. S. in Biochemistry and Chemistry from the Univ. of Houston and the Univ. of Central Florida, respectively. Besides working as a chemist for the pharmaceutical and water industry, she pursued her degree in secondary science teaching. Barbara now writes and researches educational content for blogs and higher-ed sites.

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How To Critically Analyse An Article – Become A Savvy Reader

By Laura Brown on 22nd September 2023

In the current academic scenario, knowing how to analyse an article critically is essential to attain stability and strength. It’s about reading between the lines, questioning what you encounter, and forming informed opinions based on evidence and sound reasoning.

  • To critically analyse an article, read it thoroughly to grasp the author’s main points.
  • Evaluate the evidence and arguments presented, checking for credibility and logical consistency.
  • Consider the article’s structure, tone, and style while also assessing its sources.
  • Formulate your critical response by synthesising your analysis and constructing a well-supported argument.

Have you ever wondered how to tell if an article is good or not? It’s important when it comes to your academic superiority. Critical analysis of an article is like being a detective. You check the article closely to see if it makes sense, if the facts are correct, and if the writer is trying to trick you.

But it’s not just something for school, college or university; it’s a superpower for everyday life. It helps you find the important stuff in an article, spot when someone is trying to persuade you and understand what the writer really thinks.

Think of it as a special skill that lets you dig deep into an article, like a treasure hunt. You uncover hidden biases, find the truth, and see how the writer tries to convince you. It’s a bit like being a detective and a wizard at the same time.

Get ready to become a smart reader. This guide will show you how to use this superpower to make sense of the information around us in just 8 simple steps.

How To Critically Analyse An Article - Roadmap To Critical Evaluation

Step 1: Read the Article

Before embarking on the journey to analyse an article critically, it is paramount to begin with the foundational step of reading the article itself. This step lays the groundwork for a comprehensive understanding of the material, enabling you to effectively evaluate its merits and demerits.

Reading an article critically starts with setting aside distractions and immersing yourself in the text. Instead of skimming through it hurriedly, take the time to read it meticulously.

To truly grasp the article’s essence, you must consider both its content and context. Content refers to the information and ideas presented within the article, while context encompasses the circumstances in which it was written.

  • Why was this article written?
  • Who is the intended audience?
  • When was it published, and what was happening in the world at that time?
  • What is the author’s background or expertise in the subject matter?

As you read, do not rely solely on your memory to retain key points and insights. Taking notes is an invaluable practice during this phase. Record significant ideas, quotes, and statistics that catch your attention.

Your initial impressions of the article can offer valuable insights into your subjective response. If a particular passage elicits a strong emotional reaction, make a note of it. Identifying your emotional responses can help you later in the analysis process when considering your own biases and reactions to the author’s arguments.

Step 2: Identify the Main Argument

While you are up to critically analyse an article, pinpointing the central argument is akin to finding the North Star guiding you through the article’s content. Every well-crafted article should possess a clear and concise main argument or thesis, which serves as the nucleus of the author’s message. Typically situated in the article’s introduction or abstract , this argument not only encapsulates the author’s viewpoint but also functions as a roadmap for the reader, outlining what to expect in the subsequent sections.

Identifying the main argument necessitates a discerning eye. Delve into the introductory paragraphs, abstract, or the initial sections of the article to locate this pivotal statement. This argument may be explicit, explicitly stated by the author, or implicit, inferred through careful examination of the content. Once you’ve grasped the main argument, keep it at the forefront of your mind as you proceed with your analysis, it will serve as the cornerstone against which all other elements are evaluated.

Step 3: Evaluate the Evidence

In order to solely understand how to analyse an article critically, it is imperative to know that an article’s persuasive power hinges on the quality of evidence presented to substantiate its main argument. In this critical step, it’s imperative to scrutinise the evidence with a discerning eye. Look beyond the surface to assess the data, statistics, examples, and citations provided by the author. You can run it through Turnitin for a plagiarism check. These elements serve as the pillars upon which the argument stands or crumbles.

Begin by evaluating the credibility and relevance of the sources used to support the argument. Are they authoritative and trustworthy? Are they current and pertinent to the subject matter? Assess the quality of evidence by considering the reliability of the data, the objectivity of the sources, and the breadth of examples. Moreover, consider the quantity of evidence; is there enough to convincingly underpin the thesis, or does it appear lacking or selective? A well-supported argument should be built upon a solid foundation of robust evidence.

Step 4: Examine the Reasoning

Critical analysis doesn’t stop at identifying the argument and assessing the evidence; it extends to examining the underlying reasoning that connects these elements. In this step, delve deeper into the author’s logic and the structure of the argument. The goal is to identify any logical fallacies or weak assumptions that might undermine the article’s credibility.

Scrutinise the coherence and consistency of the author’s reasoning. Are there any gaps in the argument, or does it flow logically from point to point? Identify any potential biases, emotional appeals, or rhetorical strategies employed by the author. Assess whether the argument is grounded in sound principles and reasoning.

Be on the lookout for flawed deductive or inductive reasoning, and question whether the evidence truly supports the conclusions drawn . Critical thinking is pivotal here, as it allows you to gauge the strength of the article’s argumentation and identify areas where it may be lacking or vulnerable to critique.

Step 5: Consider the Structure

The structure of an article is not merely a cosmetic feature but a fundamental aspect that can profoundly influence its overall effectiveness in conveying its message. A well-organised article possesses the power to captivate readers, enhance comprehension, and amplify its impact. To harness this power effectively, it’s crucial to pay close attention to various structural elements.

  • Headings and Subheadings: Examine headings and subheadings to understand the article’s structure and main themes.
  • Transitions Between Sections: Observe how transitions between sections maintain or disrupt the flow of ideas.
  • Logical Progression: Assess if the article logically builds upon concepts or feels disjointed.
  • Use of Visual Aids: Evaluate the integration and effectiveness of visual aids like graphs and charts.
  • Paragraph Organisation: Analyse paragraph structure, including clear topic sentences.
  • Conclusion and Summary: Review the conclusion for a strong reiteration of the main argument and key takeaways.

In essence, the structure of an article serves as the blueprint that shapes the reader’s journey. A thoughtfully organised article not only makes it easier for readers to navigate the content but also enhances their overall comprehension and retention. By paying attention to these structural elements, you can gain a deeper understanding of the author’s message and how it is effectively conveyed to the audience.

Step 6: Analyse Tone and Style

Exploring the tone and style of an article is like deciphering the author’s hidden intentions and underlying biases. It involves looking closely at how the author has crafted their words, examining their choice of language, tone, and use of rhetorical devices . Is the tone even-handed and impartial, or can you detect signs of favouritism or prejudice? Understanding the author’s perspective in this way allows you to place their argument within a broader context, helping you see beyond the surface of the text.

When you analyse tone, consider whether the author’s language carries any emotional weight. Are they using words that evoke strong feelings, or do they maintain an objective and rational tone throughout? Furthermore, observe how the author addresses counterarguments. Are they respectful and considerate, or do they employ ad hominem attacks? Evaluating tone and style can offer valuable insights into the author’s intentions and their ability to construct a persuasive argument.

Step 7: Assess Sources and References

A critical analysis wouldn’t be complete without examining the sources and references cited within the article. These citations form the foundation upon which the author’s arguments rest. To assess the credibility of the author’s research, it’s essential to scrutinise the origins of these sources. Are they drawn from reputable, well-established journals, books, or widely recognised and trusted websites? High-quality sources reflect positively on the author’s research and strengthen the overall validity of the argument.

While staying on the journey of how to critically analyse an article, be vigilant when encountering articles that heavily rely on sources that might be considered unreliable or biased. Investigate whether the author has balanced their sources and considered diverse perspectives. A well-researched article should draw upon a variety of reputable sources to provide a well-rounded view of the topic. By assessing the sources and references, you can gauge the robustness of the author’s supporting evidence.

Step 8: Formulate Your Critical Response

Having navigated through the previous steps, it’s now your turn to construct a critical response to the article. This step involves summarising your analysis by identifying the strengths and weaknesses within the article. Do you find yourself in agreement with the main argument, or do you have reservations? Highlight the evidence that you found compelling and areas where you believe the article falls short. Your critical response serves as a valuable contribution to the ongoing discourse surrounding the topic, adding your unique perspective to the conversation. Remember that constructive criticism can lead to deeper understanding and improved future discourse.

Now, let’s be specific on two of the most analysed articles, i.e. research articles and journal articles.

How To Critically Analyse A Research Article?

A research article is a scholarly document that presents the findings of original research conducted by the author(s) and is typically published in academic journals. It follows a structured format, including sections such as an abstract, introduction, methods, results, discussion, and references. To critically analyse a research article, you may go through the following six steps.

  • Scrutinise the research question’s clarity and significance.
  • Examine the appropriateness of research methods.
  • Assess sample quality and data reliability.
  • Evaluate the accuracy and significance of results.
  • Review the discussion for supported conclusions.
  • Check references for relevant and high-quality sources.

Never hesitate to ask our customer support for examples and relevant guides as you face any challenges while critically analysing a research paper .

How To Critically Analyse A Journal Article?

A journal article is a scholarly publication that presents research findings, analyses, or discussions within a specific academic or scientific field. These articles typically follow a structured format and are subject to peer review before publication. In order to critically analyse a journal article, take the following steps.

  • Evaluate the article’s clarity and relevance.
  • Examine the research methods and their suitability.
  • Assess the credibility of data and sources.
  • Scrutinise the presentation of results.
  • Analyse the conclusions drawn.
  • Consider the quality of references and citations.

If you have any difficulty conducting a good critical analysis, you can always ask our research paper service for help and relevant examples.

Concluding Upon How To Analyse An Article Critically

Mastering the art of analysing an article critically is a valuable skill that empowers you to navigate the vast sea of information with confidence. By following these eight steps, you can dissect articles effectively, separating reliable information from biased or poorly supported claims. Remember, critical analysis is not about tearing an article apart but understanding it deeply and thoughtfully. With practice, you’ll become a more discerning and informed reader, researcher, or student.

Laura Brown

Laura Brown, a senior content writer who writes actionable blogs at Crowd Writer.

How to Critically Analyse an Article

Critical analysis refers to the skill required to evaluate an author’s work. Students are frequently asked to critically analyse a particular journal. The analysis is designed to enhance the reader’s understanding of the thesis and content of the article, and crucially is subjective, because a piece of critical analysis writing is a way for the writer to express their opinions, analysis, and evaluation of the article in question. In essence, the article needs to be broken down into parts, each one analysed separately and then brought together as one piece of critical analysis of the whole.

Key point: you need to be aware that when you are analysing an article your goal is to ensure that your readers understand the main points of the paper with ease. This means demonstrating critical thinking skills, judgement, and evaluation to illustrate how you came to your conclusions and opinions on the work. This might sound simple, and it can be, if you follow our guide to critically analyse an article:

  • Before you start your essay, you should read through the paper at least three times.
  • The first time ensures you understand, the second allows you to examine the structure of the work and the third enables you to pick out the key points and focus of the thesis statement given by the author (if there is one of course!). During these reads and re-reads you can set down bullet points which will eventually frame your outline and draft for the final work.
  • Look for the purpose of the article – is the writer trying to inform through facts and research, are they trying to persuade through logical argument, or are they simply trying to entertain and create an emotional response. Examine your own responses to the article and this will guide to the purpose.
  • When you start writing your analysis, avoid phrases such as “I think/believe”, “In my opinion”. The analysis is of the paper, not your views and perspectives.
  • Ensure you have clearly indicated the subject of the article so that is evident to the reader.
  • Look for both strengths and weaknesses in the work – and always support your assertions with credible, viable sources that are clearly referenced at the end of your work.
  • Be open-minded and objective, rely on facts and evidence as you pull your work together.

Structure for Critical Analysis of an Article

Remember, your essay should be in three mains sections: the introduction, the main body, and a conclusion.

Introduction

Your introduction should commence by indicating the title of the work being analysed, including author and date of publication. This should be followed by an indication of the main themes in the thesis statement. Once you have provided the information about the author’s paper, you should then develop your thesis statement which sets out what you intend to achieve or prove with your critical analysis of the article.

Key point: your introduction should be short, succinct and draw your readers in. Keep it simple and concise but interesting enough to encourage further reading.

Overview of the paper

This is an important section to include when writing a critical analysis of an article because it answers the four “w’s”, of what, why, who, when and also the how. This section should include a brief overview of the key ideas in the article, along with the structure, style and dominant point of view expressed. For example,

“The focus of this article is… based on work undertaken…  The main thrust of the thesis is that… which is the foundation for an argument which suggests. The conclusion from the authors is that…. However, it can be argued that…

Once you have given the overview and outline, you can then move onto the more detailed analysis.

For each point you make about the article, you should contain this in a separate paragraph. Introduce the point you wish to make, regarding what you see as a strength or weakness of the work, provide evidence for your perspective from reliable and credible sources, and indicate how the authors have achieved, or not their goal in relation to the points made. For each point, you should identify whether the paper is objective, informative, persuasive, and sufficiently unbiased. In addition, identify whether the target audience for the work has been correctly addressed, the survey instruments used are appropriate and the results are presented in a clear and concise way.

If the authors have used tables, figures or graphs do they back up the conclusions made? If not, why not? Again, back up your statements with reliable hard evidence and credible sources, fully referenced at the end of your work.

In the same way that an introduction opens up the analysis to readers, the conclusion should close it. Clearly, concisely and without the addition of any new information not included in the body paragraph.

Key points for a strong conclusion include restating your thesis statement, paraphrased, with a summary of the evidence for the accuracy of your views, combined with identification of how the article could have been improved – in other words, asking the reader to take action.

Key phrases for Critical Analysis of an article

  • This article has value because it…
  • There is a clear bias within this article based on the focus on…
  • It appears that the assumptions made do not correlate with the information presented…
  • Aspects of the work suggest that…
  • The proposal is therefore that…
  • The evidence presented supports the view that…
  • The evidence presented however overlooks…
  • Whilst the author’s view is generally accurate, it can also be indicated that…
  • Closer examination suggests there is an omission in relation to

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How to Critically Analyse

How to conduct a meta-analysis in eight steps: a practical guide

  • Open access
  • Published: 30 November 2021
  • Volume 72 , pages 1–19, ( 2022 )

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  • Christopher Hansen 1 ,
  • Holger Steinmetz 2 &
  • Jörn Block 3 , 4 , 5  

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1 Introduction

“Scientists have known for centuries that a single study will not resolve a major issue. Indeed, a small sample study will not even resolve a minor issue. Thus, the foundation of science is the cumulation of knowledge from the results of many studies.” (Hunter et al. 1982 , p. 10)

Meta-analysis is a central method for knowledge accumulation in many scientific fields (Aguinis et al. 2011c ; Kepes et al. 2013 ). Similar to a narrative review, it serves as a synopsis of a research question or field. However, going beyond a narrative summary of key findings, a meta-analysis adds value in providing a quantitative assessment of the relationship between two target variables or the effectiveness of an intervention (Gurevitch et al. 2018 ). Also, it can be used to test competing theoretical assumptions against each other or to identify important moderators where the results of different primary studies differ from each other (Aguinis et al. 2011b ; Bergh et al. 2016 ). Rooted in the synthesis of the effectiveness of medical and psychological interventions in the 1970s (Glass 2015 ; Gurevitch et al. 2018 ), meta-analysis is nowadays also an established method in management research and related fields.

The increasing importance of meta-analysis in management research has resulted in the publication of guidelines in recent years that discuss the merits and best practices in various fields, such as general management (Bergh et al. 2016 ; Combs et al. 2019 ; Gonzalez-Mulé and Aguinis 2018 ), international business (Steel et al. 2021 ), economics and finance (Geyer-Klingeberg et al. 2020 ; Havranek et al. 2020 ), marketing (Eisend 2017 ; Grewal et al. 2018 ), and organizational studies (DeSimone et al. 2020 ; Rudolph et al. 2020 ). These articles discuss existing and trending methods and propose solutions for often experienced problems. This editorial briefly summarizes the insights of these papers; provides a workflow of the essential steps in conducting a meta-analysis; suggests state-of-the art methodological procedures; and points to other articles for in-depth investigation. Thus, this article has two goals: (1) based on the findings of previous editorials and methodological articles, it defines methodological recommendations for meta-analyses submitted to Management Review Quarterly (MRQ); and (2) it serves as a practical guide for researchers who have little experience with meta-analysis as a method but plan to conduct one in the future.

2 Eight steps in conducting a meta-analysis

2.1 step 1: defining the research question.

The first step in conducting a meta-analysis, as with any other empirical study, is the definition of the research question. Most importantly, the research question determines the realm of constructs to be considered or the type of interventions whose effects shall be analyzed. When defining the research question, two hurdles might develop. First, when defining an adequate study scope, researchers must consider that the number of publications has grown exponentially in many fields of research in recent decades (Fortunato et al. 2018 ). On the one hand, a larger number of studies increases the potentially relevant literature basis and enables researchers to conduct meta-analyses. Conversely, scanning a large amount of studies that could be potentially relevant for the meta-analysis results in a perhaps unmanageable workload. Thus, Steel et al. ( 2021 ) highlight the importance of balancing manageability and relevance when defining the research question. Second, similar to the number of primary studies also the number of meta-analyses in management research has grown strongly in recent years (Geyer-Klingeberg et al. 2020 ; Rauch 2020 ; Schwab 2015 ). Therefore, it is likely that one or several meta-analyses for many topics of high scholarly interest already exist. However, this should not deter researchers from investigating their research questions. One possibility is to consider moderators or mediators of a relationship that have previously been ignored. For example, a meta-analysis about startup performance could investigate the impact of different ways to measure the performance construct (e.g., growth vs. profitability vs. survival time) or certain characteristics of the founders as moderators. Another possibility is to replicate previous meta-analyses and test whether their findings can be confirmed with an updated sample of primary studies or newly developed methods. Frequent replications and updates of meta-analyses are important contributions to cumulative science and are increasingly called for by the research community (Anderson & Kichkha 2017 ; Steel et al. 2021 ). Consistent with its focus on replication studies (Block and Kuckertz 2018 ), MRQ therefore also invites authors to submit replication meta-analyses.

2.2 Step 2: literature search

2.2.1 search strategies.

Similar to conducting a literature review, the search process of a meta-analysis should be systematic, reproducible, and transparent, resulting in a sample that includes all relevant studies (Fisch and Block 2018 ; Gusenbauer and Haddaway 2020 ). There are several identification strategies for relevant primary studies when compiling meta-analytical datasets (Harari et al. 2020 ). First, previous meta-analyses on the same or a related topic may provide lists of included studies that offer a good starting point to identify and become familiar with the relevant literature. This practice is also applicable to topic-related literature reviews, which often summarize the central findings of the reviewed articles in systematic tables. Both article types likely include the most prominent studies of a research field. The most common and important search strategy, however, is a keyword search in electronic databases (Harari et al. 2020 ). This strategy will probably yield the largest number of relevant studies, particularly so-called ‘grey literature’, which may not be considered by literature reviews. Gusenbauer and Haddaway ( 2020 ) provide a detailed overview of 34 scientific databases, of which 18 are multidisciplinary or have a focus on management sciences, along with their suitability for literature synthesis. To prevent biased results due to the scope or journal coverage of one database, researchers should use at least two different databases (DeSimone et al. 2020 ; Martín-Martín et al. 2021 ; Mongeon & Paul-Hus 2016 ). However, a database search can easily lead to an overload of potentially relevant studies. For example, key term searches in Google Scholar for “entrepreneurial intention” and “firm diversification” resulted in more than 660,000 and 810,000 hits, respectively. Footnote 1 Therefore, a precise research question and precise search terms using Boolean operators are advisable (Gusenbauer and Haddaway 2020 ). Addressing the challenge of identifying relevant articles in the growing number of database publications, (semi)automated approaches using text mining and machine learning (Bosco et al. 2017 ; O’Mara-Eves et al. 2015 ; Ouzzani et al. 2016 ; Thomas et al. 2017 ) can also be promising and time-saving search tools in the future. Also, some electronic databases offer the possibility to track forward citations of influential studies and thereby identify further relevant articles. Finally, collecting unpublished or undetected studies through conferences, personal contact with (leading) scholars, or listservs can be strategies to increase the study sample size (Grewal et al. 2018 ; Harari et al. 2020 ; Pigott and Polanin 2020 ).

2.2.2 Study inclusion criteria and sample composition

Next, researchers must decide which studies to include in the meta-analysis. Some guidelines for literature reviews recommend limiting the sample to studies published in renowned academic journals to ensure the quality of findings (e.g., Kraus et al. 2020 ). For meta-analysis, however, Steel et al. ( 2021 ) advocate for the inclusion of all available studies, including grey literature, to prevent selection biases based on availability, cost, familiarity, and language (Rothstein et al. 2005 ), or the “Matthew effect”, which denotes the phenomenon that highly cited articles are found faster than less cited articles (Merton 1968 ). Harrison et al. ( 2017 ) find that the effects of published studies in management are inflated on average by 30% compared to unpublished studies. This so-called publication bias or “file drawer problem” (Rosenthal 1979 ) results from the preference of academia to publish more statistically significant and less statistically insignificant study results. Owen and Li ( 2020 ) showed that publication bias is particularly severe when variables of interest are used as key variables rather than control variables. To consider the true effect size of a target variable or relationship, the inclusion of all types of research outputs is therefore recommended (Polanin et al. 2016 ). Different test procedures to identify publication bias are discussed subsequently in Step 7.

In addition to the decision of whether to include certain study types (i.e., published vs. unpublished studies), there can be other reasons to exclude studies that are identified in the search process. These reasons can be manifold and are primarily related to the specific research question and methodological peculiarities. For example, studies identified by keyword search might not qualify thematically after all, may use unsuitable variable measurements, or may not report usable effect sizes. Furthermore, there might be multiple studies by the same authors using similar datasets. If they do not differ sufficiently in terms of their sample characteristics or variables used, only one of these studies should be included to prevent bias from duplicates (Wood 2008 ; see this article for a detection heuristic).

In general, the screening process should be conducted stepwise, beginning with a removal of duplicate citations from different databases, followed by abstract screening to exclude clearly unsuitable studies and a final full-text screening of the remaining articles (Pigott and Polanin 2020 ). A graphical tool to systematically document the sample selection process is the PRISMA flow diagram (Moher et al. 2009 ). Page et al. ( 2021 ) recently presented an updated version of the PRISMA statement, including an extended item checklist and flow diagram to report the study process and findings.

2.3 Step 3: choice of the effect size measure

2.3.1 types of effect sizes.

The two most common meta-analytical effect size measures in management studies are (z-transformed) correlation coefficients and standardized mean differences (Aguinis et al. 2011a ; Geyskens et al. 2009 ). However, meta-analyses in management science and related fields may not be limited to those two effect size measures but rather depend on the subfield of investigation (Borenstein 2009 ; Stanley and Doucouliagos 2012 ). In economics and finance, researchers are more interested in the examination of elasticities and marginal effects extracted from regression models than in pure bivariate correlations (Stanley and Doucouliagos 2012 ). Regression coefficients can also be converted to partial correlation coefficients based on their t-statistics to make regression results comparable across studies (Stanley and Doucouliagos 2012 ). Although some meta-analyses in management research have combined bivariate and partial correlations in their study samples, Aloe ( 2015 ) and Combs et al. ( 2019 ) advise researchers not to use this practice. Most importantly, they argue that the effect size strength of partial correlations depends on the other variables included in the regression model and is therefore incomparable to bivariate correlations (Schmidt and Hunter 2015 ), resulting in a possible bias of the meta-analytic results (Roth et al. 2018 ). We endorse this opinion. If at all, we recommend separate analyses for each measure. In addition to these measures, survival rates, risk ratios or odds ratios, which are common measures in medical research (Borenstein 2009 ), can be suitable effect sizes for specific management research questions, such as understanding the determinants of the survival of startup companies. To summarize, the choice of a suitable effect size is often taken away from the researcher because it is typically dependent on the investigated research question as well as the conventions of the specific research field (Cheung and Vijayakumar 2016 ).

2.3.2 Conversion of effect sizes to a common measure

After having defined the primary effect size measure for the meta-analysis, it might become necessary in the later coding process to convert study findings that are reported in effect sizes that are different from the chosen primary effect size. For example, a study might report only descriptive statistics for two study groups but no correlation coefficient, which is used as the primary effect size measure in the meta-analysis. Different effect size measures can be harmonized using conversion formulae, which are provided by standard method books such as Borenstein et al. ( 2009 ) or Lipsey and Wilson ( 2001 ). There also exist online effect size calculators for meta-analysis. Footnote 2

2.4 Step 4: choice of the analytical method used

Choosing which meta-analytical method to use is directly connected to the research question of the meta-analysis. Research questions in meta-analyses can address a relationship between constructs or an effect of an intervention in a general manner, or they can focus on moderating or mediating effects. There are four meta-analytical methods that are primarily used in contemporary management research (Combs et al. 2019 ; Geyer-Klingeberg et al. 2020 ), which allow the investigation of these different types of research questions: traditional univariate meta-analysis, meta-regression, meta-analytic structural equation modeling, and qualitative meta-analysis (Hoon 2013 ). While the first three are quantitative, the latter summarizes qualitative findings. Table 1 summarizes the key characteristics of the three quantitative methods.

2.4.1 Univariate meta-analysis

In its traditional form, a meta-analysis reports a weighted mean effect size for the relationship or intervention of investigation and provides information on the magnitude of variance among primary studies (Aguinis et al. 2011c ; Borenstein et al. 2009 ). Accordingly, it serves as a quantitative synthesis of a research field (Borenstein et al. 2009 ; Geyskens et al. 2009 ). Prominent traditional approaches have been developed, for example, by Hedges and Olkin ( 1985 ) or Hunter and Schmidt ( 1990 , 2004 ). However, going beyond its simple summary function, the traditional approach has limitations in explaining the observed variance among findings (Gonzalez-Mulé and Aguinis 2018 ). To identify moderators (or boundary conditions) of the relationship of interest, meta-analysts can create subgroups and investigate differences between those groups (Borenstein and Higgins 2013 ; Hunter and Schmidt 2004 ). Potential moderators can be study characteristics (e.g., whether a study is published vs. unpublished), sample characteristics (e.g., study country, industry focus, or type of survey/experiment participants), or measurement artifacts (e.g., different types of variable measurements). The univariate approach is thus suitable to identify the overall direction of a relationship and can serve as a good starting point for additional analyses. However, due to its limitations in examining boundary conditions and developing theory, the univariate approach on its own is currently oftentimes viewed as not sufficient (Rauch 2020 ; Shaw and Ertug 2017 ).

2.4.2 Meta-regression analysis

Meta-regression analysis (Hedges and Olkin 1985 ; Lipsey and Wilson 2001 ; Stanley and Jarrell 1989 ) aims to investigate the heterogeneity among observed effect sizes by testing multiple potential moderators simultaneously. In meta-regression, the coded effect size is used as the dependent variable and is regressed on a list of moderator variables. These moderator variables can be categorical variables as described previously in the traditional univariate approach or (semi)continuous variables such as country scores that are merged with the meta-analytical data. Thus, meta-regression analysis overcomes the disadvantages of the traditional approach, which only allows us to investigate moderators singularly using dichotomized subgroups (Combs et al. 2019 ; Gonzalez-Mulé and Aguinis 2018 ). These possibilities allow a more fine-grained analysis of research questions that are related to moderating effects. However, Schmidt ( 2017 ) critically notes that the number of effect sizes in the meta-analytical sample must be sufficiently large to produce reliable results when investigating multiple moderators simultaneously in a meta-regression. For further reading, Tipton et al. ( 2019 ) outline the technical, conceptual, and practical developments of meta-regression over the last decades. Gonzalez-Mulé and Aguinis ( 2018 ) provide an overview of methodological choices and develop evidence-based best practices for future meta-analyses in management using meta-regression.

2.4.3 Meta-analytic structural equation modeling (MASEM)

MASEM is a combination of meta-analysis and structural equation modeling and allows to simultaneously investigate the relationships among several constructs in a path model. Researchers can use MASEM to test several competing theoretical models against each other or to identify mediation mechanisms in a chain of relationships (Bergh et al. 2016 ). This method is typically performed in two steps (Cheung and Chan 2005 ): In Step 1, a pooled correlation matrix is derived, which includes the meta-analytical mean effect sizes for all variable combinations; Step 2 then uses this matrix to fit the path model. While MASEM was based primarily on traditional univariate meta-analysis to derive the pooled correlation matrix in its early years (Viswesvaran and Ones 1995 ), more advanced methods, such as the GLS approach (Becker 1992 , 1995 ) or the TSSEM approach (Cheung and Chan 2005 ), have been subsequently developed. Cheung ( 2015a ) and Jak ( 2015 ) provide an overview of these approaches in their books with exemplary code. For datasets with more complex data structures, Wilson et al. ( 2016 ) also developed a multilevel approach that is related to the TSSEM approach in the second step. Bergh et al. ( 2016 ) discuss nine decision points and develop best practices for MASEM studies.

2.4.4 Qualitative meta-analysis

While the approaches explained above focus on quantitative outcomes of empirical studies, qualitative meta-analysis aims to synthesize qualitative findings from case studies (Hoon 2013 ; Rauch et al. 2014 ). The distinctive feature of qualitative case studies is their potential to provide in-depth information about specific contextual factors or to shed light on reasons for certain phenomena that cannot usually be investigated by quantitative studies (Rauch 2020 ; Rauch et al. 2014 ). In a qualitative meta-analysis, the identified case studies are systematically coded in a meta-synthesis protocol, which is then used to identify influential variables or patterns and to derive a meta-causal network (Hoon 2013 ). Thus, the insights of contextualized and typically nongeneralizable single studies are aggregated to a larger, more generalizable picture (Habersang et al. 2019 ). Although still the exception, this method can thus provide important contributions for academics in terms of theory development (Combs et al., 2019 ; Hoon 2013 ) and for practitioners in terms of evidence-based management or entrepreneurship (Rauch et al. 2014 ). Levitt ( 2018 ) provides a guide and discusses conceptual issues for conducting qualitative meta-analysis in psychology, which is also useful for management researchers.

2.5 Step 5: choice of software

Software solutions to perform meta-analyses range from built-in functions or additional packages of statistical software to software purely focused on meta-analyses and from commercial to open-source solutions. However, in addition to personal preferences, the choice of the most suitable software depends on the complexity of the methods used and the dataset itself (Cheung and Vijayakumar 2016 ). Meta-analysts therefore must carefully check if their preferred software is capable of performing the intended analysis.

Among commercial software providers, Stata (from version 16 on) offers built-in functions to perform various meta-analytical analyses or to produce various plots (Palmer and Sterne 2016 ). For SPSS and SAS, there exist several macros for meta-analyses provided by scholars, such as David B. Wilson or Andy P. Field and Raphael Gillet (Field and Gillett 2010 ). Footnote 3 Footnote 4 For researchers using the open-source software R (R Core Team 2021 ), Polanin et al. ( 2017 ) provide an overview of 63 meta-analysis packages and their functionalities. For new users, they recommend the package metafor (Viechtbauer 2010 ), which includes most necessary functions and for which the author Wolfgang Viechtbauer provides tutorials on his project website. Footnote 5 Footnote 6 In addition to packages and macros for statistical software, templates for Microsoft Excel have also been developed to conduct simple meta-analyses, such as Meta-Essentials by Suurmond et al. ( 2017 ). Footnote 7 Finally, programs purely dedicated to meta-analysis also exist, such as Comprehensive Meta-Analysis (Borenstein et al. 2013 ) or RevMan by The Cochrane Collaboration ( 2020 ).

2.6 Step 6: coding of effect sizes

2.6.1 coding sheet.

The first step in the coding process is the design of the coding sheet. A universal template does not exist because the design of the coding sheet depends on the methods used, the respective software, and the complexity of the research design. For univariate meta-analysis or meta-regression, data are typically coded in wide format. In its simplest form, when investigating a correlational relationship between two variables using the univariate approach, the coding sheet would contain a column for the study name or identifier, the effect size coded from the primary study, and the study sample size. However, such simple relationships are unlikely in management research because the included studies are typically not identical but differ in several respects. With more complex data structures or moderator variables being investigated, additional columns are added to the coding sheet to reflect the data characteristics. These variables can be coded as dummy, factor, or (semi)continuous variables and later used to perform a subgroup analysis or meta regression. For MASEM, the required data input format can deviate depending on the method used (e.g., TSSEM requires a list of correlation matrices as data input). For qualitative meta-analysis, the coding scheme typically summarizes the key qualitative findings and important contextual and conceptual information (see Hoon ( 2013 ) for a coding scheme for qualitative meta-analysis). Figure  1 shows an exemplary coding scheme for a quantitative meta-analysis on the correlational relationship between top-management team diversity and profitability. In addition to effect and sample sizes, information about the study country, firm type, and variable operationalizations are coded. The list could be extended by further study and sample characteristics.

figure 1

Exemplary coding sheet for a meta-analysis on the relationship (correlation) between top-management team diversity and profitability

2.6.2 Inclusion of moderator or control variables

It is generally important to consider the intended research model and relevant nontarget variables before coding a meta-analytic dataset. For example, study characteristics can be important moderators or function as control variables in a meta-regression model. Similarly, control variables may be relevant in a MASEM approach to reduce confounding bias. Coding additional variables or constructs subsequently can be arduous if the sample of primary studies is large. However, the decision to include respective moderator or control variables, as in any empirical analysis, should always be based on strong (theoretical) rationales about how these variables can impact the investigated effect (Bernerth and Aguinis 2016 ; Bernerth et al. 2018 ; Thompson and Higgins 2002 ). While substantive moderators refer to theoretical constructs that act as buffers or enhancers of a supposed causal process, methodological moderators are features of the respective research designs that denote the methodological context of the observations and are important to control for systematic statistical particularities (Rudolph et al. 2020 ). Havranek et al. ( 2020 ) provide a list of recommended variables to code as potential moderators. While researchers may have clear expectations about the effects for some of these moderators, the concerns for other moderators may be tentative, and moderator analysis may be approached in a rather exploratory fashion. Thus, we argue that researchers should make full use of the meta-analytical design to obtain insights about potential context dependence that a primary study cannot achieve.

2.6.3 Treatment of multiple effect sizes in a study

A long-debated issue in conducting meta-analyses is whether to use only one or all available effect sizes for the same construct within a single primary study. For meta-analyses in management research, this question is fundamental because many empirical studies, particularly those relying on company databases, use multiple variables for the same construct to perform sensitivity analyses, resulting in multiple relevant effect sizes. In this case, researchers can either (randomly) select a single value, calculate a study average, or use the complete set of effect sizes (Bijmolt and Pieters 2001 ; López-López et al. 2018 ). Multiple effect sizes from the same study enrich the meta-analytic dataset and allow us to investigate the heterogeneity of the relationship of interest, such as different variable operationalizations (López-López et al. 2018 ; Moeyaert et al. 2017 ). However, including more than one effect size from the same study violates the independency assumption of observations (Cheung 2019 ; López-López et al. 2018 ), which can lead to biased results and erroneous conclusions (Gooty et al. 2021 ). We follow the recommendation of current best practice guides to take advantage of using all available effect size observations but to carefully consider interdependencies using appropriate methods such as multilevel models, panel regression models, or robust variance estimation (Cheung 2019 ; Geyer-Klingeberg et al. 2020 ; Gooty et al. 2021 ; López-López et al. 2018 ; Moeyaert et al. 2017 ).

2.7 Step 7: analysis

2.7.1 outlier analysis and tests for publication bias.

Before conducting the primary analysis, some preliminary sensitivity analyses might be necessary, which should ensure the robustness of the meta-analytical findings (Rudolph et al. 2020 ). First, influential outlier observations could potentially bias the observed results, particularly if the number of total effect sizes is small. Several statistical methods can be used to identify outliers in meta-analytical datasets (Aguinis et al. 2013 ; Viechtbauer and Cheung 2010 ). However, there is a debate about whether to keep or omit these observations. Anyhow, relevant studies should be closely inspected to infer an explanation about their deviating results. As in any other primary study, outliers can be a valid representation, albeit representing a different population, measure, construct, design or procedure. Thus, inferences about outliers can provide the basis to infer potential moderators (Aguinis et al. 2013 ; Steel et al. 2021 ). On the other hand, outliers can indicate invalid research, for instance, when unrealistically strong correlations are due to construct overlap (i.e., lack of a clear demarcation between independent and dependent variables), invalid measures, or simply typing errors when coding effect sizes. An advisable step is therefore to compare the results both with and without outliers and base the decision on whether to exclude outlier observations with careful consideration (Geyskens et al. 2009 ; Grewal et al. 2018 ; Kepes et al. 2013 ). However, instead of simply focusing on the size of the outlier, its leverage should be considered. Thus, Viechtbauer and Cheung ( 2010 ) propose considering a combination of standardized deviation and a study’s leverage.

Second, as mentioned in the context of a literature search, potential publication bias may be an issue. Publication bias can be examined in multiple ways (Rothstein et al. 2005 ). First, the funnel plot is a simple graphical tool that can provide an overview of the effect size distribution and help to detect publication bias (Stanley and Doucouliagos 2010 ). A funnel plot can also support in identifying potential outliers. As mentioned above, a graphical display of deviation (e.g., studentized residuals) and leverage (Cook’s distance) can help detect the presence of outliers and evaluate their influence (Viechtbauer and Cheung 2010 ). Moreover, several statistical procedures can be used to test for publication bias (Harrison et al. 2017 ; Kepes et al. 2012 ), including subgroup comparisons between published and unpublished studies, Begg and Mazumdar’s ( 1994 ) rank correlation test, cumulative meta-analysis (Borenstein et al. 2009 ), the trim and fill method (Duval and Tweedie 2000a , b ), Egger et al.’s ( 1997 ) regression test, failsafe N (Rosenthal 1979 ), or selection models (Hedges and Vevea 2005 ; Vevea and Woods 2005 ). In examining potential publication bias, Kepes et al. ( 2012 ) and Harrison et al. ( 2017 ) both recommend not relying only on a single test but rather using multiple conceptionally different test procedures (i.e., the so-called “triangulation approach”).

2.7.2 Model choice

After controlling and correcting for the potential presence of impactful outliers or publication bias, the next step in meta-analysis is the primary analysis, where meta-analysts must decide between two different types of models that are based on different assumptions: fixed-effects and random-effects (Borenstein et al. 2010 ). Fixed-effects models assume that all observations share a common mean effect size, which means that differences are only due to sampling error, while random-effects models assume heterogeneity and allow for a variation of the true effect sizes across studies (Borenstein et al. 2010 ; Cheung and Vijayakumar 2016 ; Hunter and Schmidt 2004 ). Both models are explained in detail in standard textbooks (e.g., Borenstein et al. 2009 ; Hunter and Schmidt 2004 ; Lipsey and Wilson 2001 ).

In general, the presence of heterogeneity is likely in management meta-analyses because most studies do not have identical empirical settings, which can yield different effect size strengths or directions for the same investigated phenomenon. For example, the identified studies have been conducted in different countries with different institutional settings, or the type of study participants varies (e.g., students vs. employees, blue-collar vs. white-collar workers, or manufacturing vs. service firms). Thus, the vast majority of meta-analyses in management research and related fields use random-effects models (Aguinis et al. 2011a ). In a meta-regression, the random-effects model turns into a so-called mixed-effects model because moderator variables are added as fixed effects to explain the impact of observed study characteristics on effect size variations (Raudenbush 2009 ).

2.8 Step 8: reporting results

2.8.1 reporting in the article.

The final step in performing a meta-analysis is reporting its results. Most importantly, all steps and methodological decisions should be comprehensible to the reader. DeSimone et al. ( 2020 ) provide an extensive checklist for journal reviewers of meta-analytical studies. This checklist can also be used by authors when performing their analyses and reporting their results to ensure that all important aspects have been addressed. Alternative checklists are provided, for example, by Appelbaum et al. ( 2018 ) or Page et al. ( 2021 ). Similarly, Levitt et al. ( 2018 ) provide a detailed guide for qualitative meta-analysis reporting standards.

For quantitative meta-analyses, tables reporting results should include all important information and test statistics, including mean effect sizes; standard errors and confidence intervals; the number of observations and study samples included; and heterogeneity measures. If the meta-analytic sample is rather small, a forest plot provides a good overview of the different findings and their accuracy. However, this figure will be less feasible for meta-analyses with several hundred effect sizes included. Also, results displayed in the tables and figures must be explained verbally in the results and discussion sections. Most importantly, authors must answer the primary research question, i.e., whether there is a positive, negative, or no relationship between the variables of interest, or whether the examined intervention has a certain effect. These results should be interpreted with regard to their magnitude (or significance), both economically and statistically. However, when discussing meta-analytical results, authors must describe the complexity of the results, including the identified heterogeneity and important moderators, future research directions, and theoretical relevance (DeSimone et al. 2019 ). In particular, the discussion of identified heterogeneity and underlying moderator effects is critical; not including this information can lead to false conclusions among readers, who interpret the reported mean effect size as universal for all included primary studies and ignore the variability of findings when citing the meta-analytic results in their research (Aytug et al. 2012 ; DeSimone et al. 2019 ).

2.8.2 Open-science practices

Another increasingly important topic is the public provision of meta-analytical datasets and statistical codes via open-source repositories. Open-science practices allow for results validation and for the use of coded data in subsequent meta-analyses ( Polanin et al. 2020 ), contributing to the development of cumulative science. Steel et al. ( 2021 ) refer to open science meta-analyses as a step towards “living systematic reviews” (Elliott et al. 2017 ) with continuous updates in real time. MRQ supports this development and encourages authors to make their datasets publicly available. Moreau and Gamble ( 2020 ), for example, provide various templates and video tutorials to conduct open science meta-analyses. There exist several open science repositories, such as the Open Science Foundation (OSF; for a tutorial, see Soderberg 2018 ), to preregister and make documents publicly available. Furthermore, several initiatives in the social sciences have been established to develop dynamic meta-analyses, such as metaBUS (Bosco et al. 2015 , 2017 ), MetaLab (Bergmann et al. 2018 ), or PsychOpen CAMA (Burgard et al. 2021 ).

3 Conclusion

This editorial provides a comprehensive overview of the essential steps in conducting and reporting a meta-analysis with references to more in-depth methodological articles. It also serves as a guide for meta-analyses submitted to MRQ and other management journals. MRQ welcomes all types of meta-analyses from all subfields and disciplines of management research.

Gusenbauer and Haddaway ( 2020 ), however, point out that Google Scholar is not appropriate as a primary search engine due to a lack of reproducibility of search results.

One effect size calculator by David B. Wilson is accessible via: https://www.campbellcollaboration.org/escalc/html/EffectSizeCalculator-Home.php .

The macros of David B. Wilson can be downloaded from: http://mason.gmu.edu/~dwilsonb/ .

The macros of Field and Gillet ( 2010 ) can be downloaded from: https://www.discoveringstatistics.com/repository/fieldgillett/how_to_do_a_meta_analysis.html .

The tutorials can be found via: https://www.metafor-project.org/doku.php .

Metafor does currently not provide functions to conduct MASEM. For MASEM, users can, for instance, use the package metaSEM (Cheung 2015b ).

The workbooks can be downloaded from: https://www.erim.eur.nl/research-support/meta-essentials/ .

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Wood JA (2008) Methodology for dealing with duplicate study effects in a meta-analysis. Organ Res Methods 11(1):79–95

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Holger Steinmetz

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Hansen, C., Steinmetz, H. & Block, J. How to conduct a meta-analysis in eight steps: a practical guide. Manag Rev Q 72 , 1–19 (2022). https://doi.org/10.1007/s11301-021-00247-4

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Writing a Critical Analysis

What is in this guide, definitions, putting it together, tips and examples of critques.

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This guide is meant to help you understand the basics of writing a critical analysis. A critical analysis is an argument about a particular piece of media. There are typically two parts: (1) identify and explain the argument the author is making, and (2), provide your own argument about that argument. Your instructor may have very specific requirements on how you are to write your critical analysis, so make sure you read your assignment carefully.

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Critical Analysis

A deep approach to your understanding of a piece of media by relating new knowledge to what you already know.

Part 1: Introduction

  • Identify the work being criticized.
  • Present thesis - argument about the work.
  • Preview your argument - what are the steps you will take to prove your argument.

Part 2: Summarize

  • Provide a short summary of the work.
  • Present only what is needed to know to understand your argument.

Part 3: Your Argument

  • This is the bulk of your paper.
  • Provide "sub-arguments" to prove your main argument.
  • Use scholarly articles to back up your argument(s).

Part 4: Conclusion

  • Reflect on  how  you have proven your argument.
  • Point out the  importance  of your argument.
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Critical Analysis – Types, Examples and Writing Guide

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Critical Analysis

Critical Analysis

Definition:

Critical analysis is a process of examining a piece of work or an idea in a systematic, objective, and analytical way. It involves breaking down complex ideas, concepts, or arguments into smaller, more manageable parts to understand them better.

Types of Critical Analysis

Types of Critical Analysis are as follows:

Literary Analysis

This type of analysis focuses on analyzing and interpreting works of literature , such as novels, poetry, plays, etc. The analysis involves examining the literary devices used in the work, such as symbolism, imagery, and metaphor, and how they contribute to the overall meaning of the work.

Film Analysis

This type of analysis involves examining and interpreting films, including their themes, cinematography, editing, and sound. Film analysis can also include evaluating the director’s style and how it contributes to the overall message of the film.

Art Analysis

This type of analysis involves examining and interpreting works of art , such as paintings, sculptures, and installations. The analysis involves examining the elements of the artwork, such as color, composition, and technique, and how they contribute to the overall meaning of the work.

Cultural Analysis

This type of analysis involves examining and interpreting cultural artifacts , such as advertisements, popular music, and social media posts. The analysis involves examining the cultural context of the artifact and how it reflects and shapes cultural values, beliefs, and norms.

Historical Analysis

This type of analysis involves examining and interpreting historical documents , such as diaries, letters, and government records. The analysis involves examining the historical context of the document and how it reflects the social, political, and cultural attitudes of the time.

Philosophical Analysis

This type of analysis involves examining and interpreting philosophical texts and ideas, such as the works of philosophers and their arguments. The analysis involves evaluating the logical consistency of the arguments and assessing the validity and soundness of the conclusions.

Scientific Analysis

This type of analysis involves examining and interpreting scientific research studies and their findings. The analysis involves evaluating the methods used in the study, the data collected, and the conclusions drawn, and assessing their reliability and validity.

Critical Discourse Analysis

This type of analysis involves examining and interpreting language use in social and political contexts. The analysis involves evaluating the power dynamics and social relationships conveyed through language use and how they shape discourse and social reality.

Comparative Analysis

This type of analysis involves examining and interpreting multiple texts or works of art and comparing them to each other. The analysis involves evaluating the similarities and differences between the texts and how they contribute to understanding the themes and meanings conveyed.

Critical Analysis Format

Critical Analysis Format is as follows:

I. Introduction

  • Provide a brief overview of the text, object, or event being analyzed
  • Explain the purpose of the analysis and its significance
  • Provide background information on the context and relevant historical or cultural factors

II. Description

  • Provide a detailed description of the text, object, or event being analyzed
  • Identify key themes, ideas, and arguments presented
  • Describe the author or creator’s style, tone, and use of language or visual elements

III. Analysis

  • Analyze the text, object, or event using critical thinking skills
  • Identify the main strengths and weaknesses of the argument or presentation
  • Evaluate the reliability and validity of the evidence presented
  • Assess any assumptions or biases that may be present in the text, object, or event
  • Consider the implications of the argument or presentation for different audiences and contexts

IV. Evaluation

  • Provide an overall evaluation of the text, object, or event based on the analysis
  • Assess the effectiveness of the argument or presentation in achieving its intended purpose
  • Identify any limitations or gaps in the argument or presentation
  • Consider any alternative viewpoints or interpretations that could be presented
  • Summarize the main points of the analysis and evaluation
  • Reiterate the significance of the text, object, or event and its relevance to broader issues or debates
  • Provide any recommendations for further research or future developments in the field.

VI. Example

  • Provide an example or two to support your analysis and evaluation
  • Use quotes or specific details from the text, object, or event to support your claims
  • Analyze the example(s) using critical thinking skills and explain how they relate to your overall argument

VII. Conclusion

  • Reiterate your thesis statement and summarize your main points
  • Provide a final evaluation of the text, object, or event based on your analysis
  • Offer recommendations for future research or further developments in the field
  • End with a thought-provoking statement or question that encourages the reader to think more deeply about the topic

How to Write Critical Analysis

Writing a critical analysis involves evaluating and interpreting a text, such as a book, article, or film, and expressing your opinion about its quality and significance. Here are some steps you can follow to write a critical analysis:

  • Read and re-read the text: Before you begin writing, make sure you have a good understanding of the text. Read it several times and take notes on the key points, themes, and arguments.
  • Identify the author’s purpose and audience: Consider why the author wrote the text and who the intended audience is. This can help you evaluate whether the author achieved their goals and whether the text is effective in reaching its audience.
  • Analyze the structure and style: Look at the organization of the text and the author’s writing style. Consider how these elements contribute to the overall meaning of the text.
  • Evaluate the content : Analyze the author’s arguments, evidence, and conclusions. Consider whether they are logical, convincing, and supported by the evidence presented in the text.
  • Consider the context: Think about the historical, cultural, and social context in which the text was written. This can help you understand the author’s perspective and the significance of the text.
  • Develop your thesis statement : Based on your analysis, develop a clear and concise thesis statement that summarizes your overall evaluation of the text.
  • Support your thesis: Use evidence from the text to support your thesis statement. This can include direct quotes, paraphrases, and examples from the text.
  • Write the introduction, body, and conclusion : Organize your analysis into an introduction that provides context and presents your thesis, a body that presents your evidence and analysis, and a conclusion that summarizes your main points and restates your thesis.
  • Revise and edit: After you have written your analysis, revise and edit it to ensure that your writing is clear, concise, and well-organized. Check for spelling and grammar errors, and make sure that your analysis is logically sound and supported by evidence.

When to Write Critical Analysis

You may want to write a critical analysis in the following situations:

  • Academic Assignments: If you are a student, you may be assigned to write a critical analysis as a part of your coursework. This could include analyzing a piece of literature, a historical event, or a scientific paper.
  • Journalism and Media: As a journalist or media person, you may need to write a critical analysis of current events, political speeches, or media coverage.
  • Personal Interest: If you are interested in a particular topic, you may want to write a critical analysis to gain a deeper understanding of it. For example, you may want to analyze the themes and motifs in a novel or film that you enjoyed.
  • Professional Development : Professionals such as writers, scholars, and researchers often write critical analyses to gain insights into their field of study or work.

Critical Analysis Example

An Example of Critical Analysis Could be as follow:

Research Topic:

The Impact of Online Learning on Student Performance

Introduction:

The introduction of the research topic is clear and provides an overview of the issue. However, it could benefit from providing more background information on the prevalence of online learning and its potential impact on student performance.

Literature Review:

The literature review is comprehensive and well-structured. It covers a broad range of studies that have examined the relationship between online learning and student performance. However, it could benefit from including more recent studies and providing a more critical analysis of the existing literature.

Research Methods:

The research methods are clearly described and appropriate for the research question. The study uses a quasi-experimental design to compare the performance of students who took an online course with those who took the same course in a traditional classroom setting. However, the study may benefit from using a randomized controlled trial design to reduce potential confounding factors.

The results are presented in a clear and concise manner. The study finds that students who took the online course performed similarly to those who took the traditional course. However, the study only measures performance on one course and may not be generalizable to other courses or contexts.

Discussion :

The discussion section provides a thorough analysis of the study’s findings. The authors acknowledge the limitations of the study and provide suggestions for future research. However, they could benefit from discussing potential mechanisms underlying the relationship between online learning and student performance.

Conclusion :

The conclusion summarizes the main findings of the study and provides some implications for future research and practice. However, it could benefit from providing more specific recommendations for implementing online learning programs in educational settings.

Purpose of Critical Analysis

There are several purposes of critical analysis, including:

  • To identify and evaluate arguments : Critical analysis helps to identify the main arguments in a piece of writing or speech and evaluate their strengths and weaknesses. This enables the reader to form their own opinion and make informed decisions.
  • To assess evidence : Critical analysis involves examining the evidence presented in a text or speech and evaluating its quality and relevance to the argument. This helps to determine the credibility of the claims being made.
  • To recognize biases and assumptions : Critical analysis helps to identify any biases or assumptions that may be present in the argument, and evaluate how these affect the credibility of the argument.
  • To develop critical thinking skills: Critical analysis helps to develop the ability to think critically, evaluate information objectively, and make reasoned judgments based on evidence.
  • To improve communication skills: Critical analysis involves carefully reading and listening to information, evaluating it, and expressing one’s own opinion in a clear and concise manner. This helps to improve communication skills and the ability to express ideas effectively.

Importance of Critical Analysis

Here are some specific reasons why critical analysis is important:

  • Helps to identify biases: Critical analysis helps individuals to recognize their own biases and assumptions, as well as the biases of others. By being aware of biases, individuals can better evaluate the credibility and reliability of information.
  • Enhances problem-solving skills : Critical analysis encourages individuals to question assumptions and consider multiple perspectives, which can lead to creative problem-solving and innovation.
  • Promotes better decision-making: By carefully evaluating evidence and arguments, critical analysis can help individuals make more informed and effective decisions.
  • Facilitates understanding: Critical analysis helps individuals to understand complex issues and ideas by breaking them down into smaller parts and evaluating them separately.
  • Fosters intellectual growth : Engaging in critical analysis challenges individuals to think deeply and critically, which can lead to intellectual growth and development.

Advantages of Critical Analysis

Some advantages of critical analysis include:

  • Improved decision-making: Critical analysis helps individuals make informed decisions by evaluating all available information and considering various perspectives.
  • Enhanced problem-solving skills : Critical analysis requires individuals to identify and analyze the root cause of a problem, which can help develop effective solutions.
  • Increased creativity : Critical analysis encourages individuals to think outside the box and consider alternative solutions to problems, which can lead to more creative and innovative ideas.
  • Improved communication : Critical analysis helps individuals communicate their ideas and opinions more effectively by providing logical and coherent arguments.
  • Reduced bias: Critical analysis requires individuals to evaluate information objectively, which can help reduce personal biases and subjective opinions.
  • Better understanding of complex issues : Critical analysis helps individuals to understand complex issues by breaking them down into smaller parts, examining each part and understanding how they fit together.
  • Greater self-awareness: Critical analysis helps individuals to recognize their own biases, assumptions, and limitations, which can lead to personal growth and development.

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Research Paper Analysis: How to Analyze a Research Article + Example

Why might you need to analyze research? First of all, when you analyze a research article, you begin to understand your assigned reading better. It is also the first step toward learning how to write your own research articles and literature reviews. However, if you have never written a research paper before, it may be difficult for you to analyze one. After all, you may not know what criteria to use to evaluate it. But don’t panic! We will help you figure it out!

In this article, our team has explained how to analyze research papers quickly and effectively. At the end, you will also find a research analysis paper example to see how everything works in practice.

  • 🔤 Research Analysis Definition

📊 How to Analyze a Research Article

✍️ how to write a research analysis.

  • 📝 Analysis Example
  • 🔎 More Examples

🔗 References

🔤 research paper analysis: what is it.

A research paper analysis is an academic writing assignment in which you analyze a scholarly article’s methodology, data, and findings. In essence, “to analyze” means to break something down into components and assess each of them individually and in relation to each other. The goal of an analysis is to gain a deeper understanding of a subject. So, when you analyze a research article, you dissect it into elements like data sources , research methods, and results and evaluate how they contribute to the study’s strengths and weaknesses.

📋 Research Analysis Format

A research analysis paper has a pretty straightforward structure. Check it out below!

Research articles usually include the following sections: introduction, methods, results, and discussion. In the following paragraphs, we will discuss how to analyze a scientific article with a focus on each of its parts.

This image shows the main sections of a research article.

How to Analyze a Research Paper: Purpose

The purpose of the study is usually outlined in the introductory section of the article. Analyzing the research paper’s objectives is critical to establish the context for the rest of your analysis.

When analyzing the research aim, you should evaluate whether it was justified for the researchers to conduct the study. In other words, you should assess whether their research question was significant and whether it arose from existing literature on the topic.

Here are some questions that may help you analyze a research paper’s purpose:

  • Why was the research carried out?
  • What gaps does it try to fill, or what controversies to settle?
  • How does the study contribute to its field?
  • Do you agree with the author’s justification for approaching this particular question in this way?

How to Analyze a Paper: Methods

When analyzing the methodology section , you should indicate the study’s research design (qualitative, quantitative, or mixed) and methods used (for example, experiment, case study, correlational research, survey, etc.). After that, you should assess whether these methods suit the research purpose. In other words, do the chosen methods allow scholars to answer their research questions within the scope of their study?

For example, if scholars wanted to study US students’ average satisfaction with their higher education experience, they could conduct a quantitative survey . However, if they wanted to gain an in-depth understanding of the factors influencing US students’ satisfaction with higher education, qualitative interviews would be more appropriate.

When analyzing methods, you should also look at the research sample . Did the scholars use randomization to select study participants? Was the sample big enough for the results to be generalizable to a larger population?

You can also answer the following questions in your methodology analysis:

  • Is the methodology valid? In other words, did the researchers use methods that accurately measure the variables of interest?
  • Is the research methodology reliable? A research method is reliable if it can produce stable and consistent results under the same circumstances.
  • Is the study biased in any way?
  • What are the limitations of the chosen methodology?

How to Analyze Research Articles’ Results

You should start the analysis of the article results by carefully reading the tables, figures, and text. Check whether the findings correspond to the initial research purpose. See whether the results answered the author’s research questions or supported the hypotheses stated in the introduction.

To analyze the results section effectively, answer the following questions:

  • What are the major findings of the study?
  • Did the author present the results clearly and unambiguously?
  • Are the findings statistically significant ?
  • Does the author provide sufficient information on the validity and reliability of the results?
  • Have you noticed any trends or patterns in the data that the author did not mention?

How to Analyze Research: Discussion

Finally, you should analyze the authors’ interpretation of results and its connection with research objectives. Examine what conclusions the authors drew from their study and whether these conclusions answer the original question.

You should also pay attention to how the authors used findings to support their conclusions. For example, you can reflect on why their findings support that particular inference and not another one. Moreover, more than one conclusion can sometimes be made based on the same set of results. If that’s the case with your article, you should analyze whether the authors addressed other interpretations of their findings .

Here are some useful questions you can use to analyze the discussion section:

  • What findings did the authors use to support their conclusions?
  • How do the researchers’ conclusions compare to other studies’ findings?
  • How does this study contribute to its field?
  • What future research directions do the authors suggest?
  • What additional insights can you share regarding this article? For example, do you agree with the results? What other questions could the researchers have answered?

This image shows how to analyze a research article.

Now, you know how to analyze an article that presents research findings. However, it’s just a part of the work you have to do to complete your paper. So, it’s time to learn how to write research analysis! Check out the steps below!

1. Introduce the Article

As with most academic assignments, you should start your research article analysis with an introduction. Here’s what it should include:

  • The article’s publication details . Specify the title of the scholarly work you are analyzing, its authors, and publication date. Remember to enclose the article’s title in quotation marks and write it in title case .
  • The article’s main point . State what the paper is about. What did the authors study, and what was their major finding?
  • Your thesis statement . End your introduction with a strong claim summarizing your evaluation of the article. Consider briefly outlining the research paper’s strengths, weaknesses, and significance in your thesis.

Keep your introduction brief. Save the word count for the “meat” of your paper — that is, for the analysis.

2. Summarize the Article

Now, you should write a brief and focused summary of the scientific article. It should be shorter than your analysis section and contain all the relevant details about the research paper.

Here’s what you should include in your summary:

  • The research purpose . Briefly explain why the research was done. Identify the authors’ purpose and research questions or hypotheses .
  • Methods and results . Summarize what happened in the study. State only facts, without the authors’ interpretations of them. Avoid using too many numbers and details; instead, include only the information that will help readers understand what happened.
  • The authors’ conclusions . Outline what conclusions the researchers made from their study. In other words, describe how the authors explained the meaning of their findings.

If you need help summarizing an article, you can use our free summary generator .

3. Write Your Research Analysis

The analysis of the study is the most crucial part of this assignment type. Its key goal is to evaluate the article critically and demonstrate your understanding of it.

We’ve already covered how to analyze a research article in the section above. Here’s a quick recap:

  • Analyze whether the study’s purpose is significant and relevant.
  • Examine whether the chosen methodology allows for answering the research questions.
  • Evaluate how the authors presented the results.
  • Assess whether the authors’ conclusions are grounded in findings and answer the original research questions.

Although you should analyze the article critically, it doesn’t mean you only should criticize it. If the authors did a good job designing and conducting their study, be sure to explain why you think their work is well done. Also, it is a great idea to provide examples from the article to support your analysis.

4. Conclude Your Analysis of Research Paper

A conclusion is your chance to reflect on the study’s relevance and importance. Explain how the analyzed paper can contribute to the existing knowledge or lead to future research. Also, you need to summarize your thoughts on the article as a whole. Avoid making value judgments — saying that the paper is “good” or “bad.” Instead, use more descriptive words and phrases such as “This paper effectively showed…”

Need help writing a compelling conclusion? Try our free essay conclusion generator !

5. Revise and Proofread

Last but not least, you should carefully proofread your paper to find any punctuation, grammar, and spelling mistakes. Start by reading your work out loud to ensure that your sentences fit together and sound cohesive. Also, it can be helpful to ask your professor or peer to read your work and highlight possible weaknesses or typos.

This image shows how to write a research analysis.

📝 Research Paper Analysis Example

We have prepared an analysis of a research paper example to show how everything works in practice.

No Homework Policy: Research Article Analysis Example

This paper aims to analyze the research article entitled “No Assignment: A Boon or a Bane?” by Cordova, Pagtulon-an, and Tan (2019). This study examined the effects of having and not having assignments on weekends on high school students’ performance and transmuted mean scores. This article effectively shows the value of homework for students, but larger studies are needed to support its findings.

Cordova et al. (2019) conducted a descriptive quantitative study using a sample of 115 Grade 11 students of the Central Mindanao University Laboratory High School in the Philippines. The sample was divided into two groups: the first received homework on weekends, while the second didn’t. The researchers compared students’ performance records made by teachers and found that students who received assignments performed better than their counterparts without homework.

The purpose of this study is highly relevant and justified as this research was conducted in response to the debates about the “No Homework Policy” in the Philippines. Although the descriptive research design used by the authors allows to answer the research question, the study could benefit from an experimental design. This way, the authors would have firm control over variables. Additionally, the study’s sample size was not large enough for the findings to be generalized to a larger population.

The study results are presented clearly, logically, and comprehensively and correspond to the research objectives. The researchers found that students’ mean grades decreased in the group without homework and increased in the group with homework. Based on these findings, the authors concluded that homework positively affected students’ performance. This conclusion is logical and grounded in data.

This research effectively showed the importance of homework for students’ performance. Yet, since the sample size was relatively small, larger studies are needed to ensure the authors’ conclusions can be generalized to a larger population.

🔎 More Research Analysis Paper Examples

Do you want another research analysis example? Check out the best analysis research paper samples below:

  • Gracious Leadership Principles for Nurses: Article Analysis
  • Effective Mental Health Interventions: Analysis of an Article
  • Nursing Turnover: Article Analysis
  • Nursing Practice Issue: Qualitative Research Article Analysis
  • Quantitative Article Critique in Nursing
  • LIVE Program: Quantitative Article Critique
  • Evidence-Based Practice Beliefs and Implementation: Article Critique
  • “Differential Effectiveness of Placebo Treatments”: Research Paper Analysis
  • “Family-Based Childhood Obesity Prevention Interventions”: Analysis Research Paper Example
  • “Childhood Obesity Risk in Overweight Mothers”: Article Analysis
  • “Fostering Early Breast Cancer Detection” Article Analysis
  • Lesson Planning for Diversity: Analysis of an Article
  • Journal Article Review: Correlates of Physical Violence at School
  • Space and the Atom: Article Analysis
  • “Democracy and Collective Identity in the EU and the USA”: Article Analysis
  • China’s Hegemonic Prospects: Article Review
  • Article Analysis: Fear of Missing Out
  • Article Analysis: “Perceptions of ADHD Among Diagnosed Children and Their Parents”
  • Codependence, Narcissism, and Childhood Trauma: Analysis of the Article
  • Relationship Between Work Intensity, Workaholism, Burnout, and MSC: Article Review

We hope that our article on research paper analysis has been helpful. If you liked it, please share this article with your friends!

  • Analyzing Research Articles: A Guide for Readers and Writers | Sam Mathews
  • Summary and Analysis of Scientific Research Articles | San José State University Writing Center
  • Analyzing Scholarly Articles | Texas A&M University
  • Article Analysis Assignment | University of Wisconsin-Madison
  • How to Summarize a Research Article | University of Connecticut
  • Critique/Review of Research Articles | University of Calgary
  • Art of Reading a Journal Article: Methodically and Effectively | PubMed Central
  • Write a Critical Review of a Scientific Journal Article | McLaughlin Library
  • How to Read and Understand a Scientific Paper: A Guide for Non-scientists | LSE
  • How to Analyze Journal Articles | Classroom

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How to write statistical analysis section in medical research

Alok kumar dwivedi.

Department of Molecular and Translational Medicine, Division of Biostatistics and Epidemiology, Texas Tech University Health Sciences Center El Paso, El Paso, Texas, USA

Associated Data

jim-2022-002479supp001.pdf

Data sharing not applicable as no datasets generated and/or analyzed for this study.

Reporting of statistical analysis is essential in any clinical and translational research study. However, medical research studies sometimes report statistical analysis that is either inappropriate or insufficient to attest to the accuracy and validity of findings and conclusions. Published works involving inaccurate statistical analyses and insufficient reporting influence the conduct of future scientific studies, including meta-analyses and medical decisions. Although the biostatistical practice has been improved over the years due to the involvement of statistical reviewers and collaborators in research studies, there remain areas of improvement for transparent reporting of the statistical analysis section in a study. Evidence-based biostatistics practice throughout the research is useful for generating reliable data and translating meaningful data to meaningful interpretation and decisions in medical research. Most existing research reporting guidelines do not provide guidance for reporting methods in the statistical analysis section that helps in evaluating the quality of findings and data interpretation. In this report, we highlight the global and critical steps to be reported in the statistical analysis of grants and research articles. We provide clarity and the importance of understanding study objective types, data generation process, effect size use, evidence-based biostatistical methods use, and development of statistical models through several thematic frameworks. We also provide published examples of adherence or non-adherence to methodological standards related to each step in the statistical analysis and their implications. We believe the suggestions provided in this report can have far-reaching implications for education and strengthening the quality of statistical reporting and biostatistical practice in medical research.

Introduction

Biostatistics is the overall approach to how we realistically and feasibly execute a research idea to produce meaningful data and translate data to meaningful interpretation and decisions. In this era of evidence-based medicine and practice, basic biostatistical knowledge becomes essential for critically appraising research articles and implementing findings for better patient management, improving healthcare, and research planning. 1 However, it may not be sufficient for the proper execution and reporting of statistical analyses in studies. 2 3 Three things are required for statistical analyses, namely knowledge of the conceptual framework of variables, research design, and evidence-based applications of statistical analysis with statistical software. 4 5 The conceptual framework provides possible biological and clinical pathways between independent variables and outcomes with role specification of variables. The research design provides a protocol of study design and data generation process (DGP), whereas the evidence-based statistical analysis approach provides guidance for selecting and implementing approaches after evaluating data with the research design. 2 5 Ocaña-Riola 6 reported a substantial percentage of articles from high-impact medical journals contained errors in statistical analysis or data interpretation. These errors in statistical analyses and interpretation of results do not only impact the reliability of research findings but also influence the medical decision-making and planning and execution of other related studies. A survey of consulting biostatisticians in the USA reported that researchers frequently request biostatisticians for performing inappropriate statistical analyses and inappropriate reporting of data. 7 This implies that there is a need to enforce standardized reporting of the statistical analysis section in medical research which can also help rreviewers and investigators to improve the methodological standards of the study.

Biostatistical practice in medicine has been improving over the years due to continuous efforts in promoting awareness and involving expert services on biostatistics, epidemiology, and research design in clinical and translational research. 8–11 Despite these efforts, the quality of reporting of statistical analysis in research studies has often been suboptimal. 12 13 We noticed that none of the methods reporting documents were developed using evidence-based biostatistics (EBB) theory and practice. The EBB practice implies that the selection of statistical analysis methods for statistical analyses and the steps of results reporting and interpretation should be grounded based on the evidence generated in the scientific literature and according to the study objective type and design. 5 Previous works have not properly elucidated the importance of understanding EBB concepts and related reporting in the write-up of statistical analyses. As a result, reviewers sometimes ask to present data or execute analyses that do not match the study objective type. 14 We summarize the statistical analysis steps to be reported in the statistical analysis section based on review and thematic frameworks.

We identified articles describing statistical reporting problems in medicine using different search terms ( online supplemental table 1 ). Based on these studies, we prioritized commonly reported statistical errors in analytical strategies and developed essential components to be reported in the statistical analysis section of research grants and studies. We also clarified the purpose and the overall implication of reporting each step in statistical analyses through various examples.

Supplementary data

Although biostatistical inputs are critical for the entire research study ( online supplemental table 2 ), biostatistical consultations were mostly used for statistical analyses only 15 . Even though the conduct of statistical analysis mismatched with the study objective and DGP was identified as the major problem in articles submitted to high-impact medical journals. 16 In addition, multivariable analyses were often inappropriately conducted and reported in published studies. 17 18 In light of these statistical errors, we describe the reporting of the following components in the statistical analysis section of the study.

Step 1: specify study objective type and outcomes (overall approach)

The study objective type provides the role of important variables for a specified outcome in statistical analyses and the overall approach of the model building and model reporting steps in a study. In the statistical framework, the problems are classified into descriptive and inferential/analytical/confirmatory objectives. In the epidemiological framework, the analytical and prognostic problems are broadly classified into association, explanatory, and predictive objectives. 19 These study objectives ( figure 1 ) may be classified into six categories: (1) exploratory, (2) association, (3) causal, (4) intervention, (5) prediction and (6) clinical decision models in medical research. 20

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Comparative assessments of developing and reporting of study objective types and models. Association measures include odds ratio, risk ratio, or hazard ratio. AUC, area under the curve; C, confounder; CI, confidence interval; E, exposure; HbA1C: hemoglobin A1c; M, mediator; MFT, model fit test; MST, model specification test; PI, predictive interval; R 2 , coefficient of determinant; X, independent variable; Y, outcome.

The exploratory objective type is a specific type of determinant study and is commonly known as risk factors or correlates study in medical research. In an exploratory study, all covariates are considered equally important for the outcome of interest in the study. The goal of the exploratory study is to present the results of a model which gives higher accuracy after satisfying all model-related assumptions. In the association study, the investigator identifies predefined exposures of interest for the outcome, and variables other than exposures are also important for the interpretation and considered as covariates. The goal of an association study is to present the adjusted association of exposure with outcome. 20 In the causal objective study, the investigator is interested in determining the impact of exposure(s) on outcome using the conceptual framework. In this study objective, all variables should have a predefined role (exposures, confounders, mediators, covariates, and predictors) in a conceptual framework. A study with a causal objective is known as an explanatory or a confirmatory study in medical research. The goal is to present the direct or indirect effects of exposure(s) on an outcome after assessing the model’s fitness in the conceptual framework. 19 21 The objective of an interventional study is to determine the effect of an intervention on outcomes and is often known as randomized or non-randomized clinical trials in medical research. In the intervention objective model, all variables other than the intervention are treated as nuisance variables for primary analyses. The goal is to present the direct effect of the intervention on the outcomes by eliminating biases. 22–24 In the predictive study, the goal is to determine an optimum set of variables that can predict the outcome, particularly in external settings. The clinical decision models are a special case of prognostic models in which high dimensional data at various levels are used for risk stratification, classification, and prediction. In this model, all variables are considered input features. The goal is to present a decision tool that has high accuracy in training, testing, and validation data sets. 20 25 Biostatisticians or applied researchers should properly discuss the intention of the study objective type before proceeding with statistical analyses. In addition, it would be a good idea to prepare a conceptual model framework regardless of study objective type to understand study concepts.

A study 26 showed a favorable effect of the beta-blocker intervention on survival outcome in patients with advanced human epidermal growth factor receptor (HER2)-negative breast cancer without adjusting for all the potential confounding effects (age or menopausal status and Eastern Cooperative Oncology Performance Status) in primary analyses or validation analyses or using a propensity score-adjusted analysis, which is an EBB preferred method for analyzing non-randomized studies. 27 Similarly, another study had the goal of developing a predictive model for prediction of Alzheimer’s disease progression. 28 However, this study did not internally or externally validate the performance of the model as per the requirement of a predictive objective study. In another study, 29 investigators were interested in determining an association between metabolic syndrome and hepatitis C virus. However, the authors did not clearly specify the outcome in the analysis and produced conflicting associations with different analyses. 30 Thus, the outcome should be clearly specified as per the study objective type.

Step 2: specify effect size measure according to study design (interpretation and practical value)

The study design provides information on the selection of study participants and the process of data collection conditioned on either exposure or outcome ( figure 2 ). The appropriate use of effect size measure, tabular presentation of results, and the level of evidence are mostly determined by the study design. 31 32 In cohort or clinical trial study designs, the participants are selected based on exposure status and are followed up for the development of the outcome. These study designs can provide multiple outcomes, produce incidence or incidence density, and are preferred to be analyzed with risk ratio (RR) or hazards models. In a case–control study, the selection of participants is conditioned on outcome status. This type of study can have only one outcome and is preferred to be analyzed with an odds ratio (OR) model. In a cross-sectional study design, there is no selection restriction on outcomes or exposures. All data are collected simultaneously and can be analyzed with a prevalence ratio model, which is mathematically equivalent to the RR model. 33 The reporting of effect size measure also depends on the study objective type. For example, predictive models typically require reporting of regression coefficients or weight of variables in the model instead of association measures, which are required in other objective types. There are agreements and disagreements between OR and RR measures. Due to the constancy and symmetricity properties of OR, some researchers prefer to use OR in studies with common events. Similarly, the collapsibility and interpretability properties of RR make it more appealing to use in studies with common events. 34 To avoid variable practice and interpretation issues with OR, it is recommended to use RR models in all studies except for case–control and nested case–control studies, where OR approximates RR and thus OR models should be used. Otherwise, investigators may report sufficient data to compute any ratio measure. Biostatisticians should educate investigators on the proper interpretation of ratio measures in the light of study design and their reporting. 34 35

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Effect size according to study design.

Investigators sometimes either inappropriately label their study design 36 37 or report effect size measures not aligned with the study design, 38 39 leading to difficulty in results interpretation and evaluation of the level of evidence. The proper labeling of study design and the appropriate use of effect size measure have substantial implications for results interpretation, including the conduct of systematic review and meta-analysis. 40 A study 31 reviewed the frequency of reporting OR instead of RR in cohort studies and randomized clinical trials (RCTs) and found that one-third of the cohort studies used an OR model, whereas 5% of RCTs used an OR model. The majority of estimated ORs from these studies had a 20% or higher deviation from the corresponding RR.

Step 3: specify study hypothesis, reporting of p values, and interval estimates (interpretation and decision)

The clinical hypothesis provides information for evaluating formal claims specified in the study objectives, while the statistical hypothesis provides information about the population parameters/statistics being used to test the formal claims. The inference about the study hypothesis is typically measured by p value and confidence interval (CI). A smaller p value indicates that the data support against the null hypothesis. Since the p value is a conditional probability, it can never tell about the acceptance or rejection of the null hypothesis. Therefore, multiple alternative strategies of p values have been proposed to strengthen the credibility of conclusions. 41 42 Adaption of these alternative strategies is only needed in the explanatory objective studies. Although exact p values are recommended to be reported in research studies, p values do not provide any information about the effect size. Compared with p values, the CI provides a confidence range of the effect size that contains the true effect size if the study were repeated and can be used to determine whether the results are statistically significant or not. 43 Both p value and 95% CI provide complementary information and thus need to be specified in the statistical analysis section. 24 44

Researchers often test one or more comparisons or hypotheses. Accordingly, the side and the level of significance for considering results to be statistically significant may change. Furthermore, studies may include more than one primary outcome that requires an adjustment in the level of significance for multiplicity. All studies should provide the interval estimate of the effect size/regression coefficient in the primary analyses. Since the interpretation of data analysis depends on the study hypothesis, researchers are required to specify the level of significance along with the side (one-sided or two-sided) of the p value in the test for considering statistically significant results, adjustment of the level of significance due to multiple comparisons or multiplicity, and reporting of interval estimates of the effect size in the statistical analysis section. 45

A study 46 showed a significant effect of fluoxetine on relapse rates in obsessive-compulsive disorder based on a one-sided p value of 0.04. Clearly, there was no reason for using a one-sided p value as opposed to a two-sided p value. A review of the appropriate use of multiple test correction methods in multiarm clinical trials published in major medical journals in 2012 identified over 50% of the articles did not perform multiple-testing correction. 47 Similar to controlling a familywise error rate due to multiple comparisons, adjustment of the false discovery rate is also critical in studies involving multiple related outcomes. A review of RCTs for depression between 2007 and 2008 from six journals reported that only limited studies (5.8%) accounted for multiplicity in the analyses due to multiple outcomes. 48

Step 4: account for DGP in the statistical analysis (accuracy)

The study design also requires the specification of the selection of participants and outcome measurement processes in different design settings. We referred to this specific design feature as DGP. Understanding DGP helps in determining appropriate modeling of outcome distribution in statistical analyses and setting up model premises and units of analysis. 4 DGP ( figure 3 ) involves information on data generation and data measures, including the number of measurements after random selection, complex selection, consecutive selection, pragmatic selection, or systematic selection. Specifically, DGP depends on a sampling setting (participants are selected using survey sampling methods and one subject may represent multiple participants in the population), clustered setting (participants are clustered through a recruitment setting or hierarchical setting or multiple hospitals), pragmatic setting (participants are selected through mixed approaches), or systematic review setting (participants are selected from published studies). DGP also depends on the measurements of outcomes in an unpaired setting (measured on one occasion only in independent groups), paired setting (measured on more than one occasion or participants are matched on certain subject characteristics), or mixed setting (measured on more than one occasion but interested in comparing independent groups). It also involves information regarding outcomes or exposure generation processes using quantitative or categorical variables, quantitative values using labs or validated instruments, and self-reported or administered tests yielding a variety of data distributions, including individual distribution, mixed-type distribution, mixed distributions, and latent distributions. Due to different DGPs, study data may include messy or missing data, incomplete/partial measurements, time-varying measurements, surrogate measures, latent measures, imbalances, unknown confounders, instrument variables, correlated responses, various levels of clustering, qualitative data, or mixed data outcomes, competing events, individual and higher-level variables, etc. The performance of statistical analysis, appropriate estimation of standard errors of estimates and subsequently computation of p values, the generalizability of findings, and the graphical display of data rely on DGP. Accounting for DGP in the analyses requires proper communication between investigators and biostatisticians about each aspect of participant selection and data collection, including measurements, occasions of measurements, and instruments used in the research study.

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Common features of the data generation process.

A study 49 compared the intake of fresh fruit and komatsuna juice with the intake of commercial vegetable juice on metabolic parameters in middle-aged men using an RCT. The study was criticized for many reasons, but primarily for incorrect statistical methods not aligned with the study DGP. 50 Similarly, another study 51 highlighted that 80% of published studies using the Korean National Health and Nutrition Examination Survey did not incorporate survey sampling structure in statistical analyses, producing biased estimates and inappropriate findings. Likewise, another study 52 highlighted the need for maintaining methodological standards while analyzing data from the National Inpatient Sample. A systematic review 53 identified that over 50% of studies did not specify whether a paired t-test or an unpaired t-test was performed in statistical analysis in the top 25% of physiology journals, indicating poor transparency in reporting of statistical analysis as per the data type. Another study 54 also highlighted the data displaying errors not aligned with DGP. As per DGP, delay in treatment initiation of patients with cancer defined from the onset of symptom to treatment initiation should be analyzed into three components: patient/primary delay, secondary delay, and tertiary delay. 55 Similarly, the number of cancerous nodes should be analyzed with count data models. 56 However, several studies did not analyze such data according to DGP. 57 58

Step 5: apply EBB methods specific to study design features and DGP (efficiency and robustness)

The continuous growth in the development of robust statistical methods for dealing with a specific problem produced various methods to analyze specific data types. Since multiple methods are available for handling a specific problem yet with varying performances, heterogeneous practices among applied researchers have been noticed. Variable practices could also be due to a lack of consensus on statistical methods in literature, unawareness, and the unavailability of standardized statistical guidelines. 2 5 59 However, it becomes sometimes difficult to differentiate whether a specific method was used due to its robustness, lack of awareness, lack of accessibility of statistical software to apply an alternative appropriate method, intention to produce expected results, or ignorance of model diagnostics. To avoid heterogeneous practices, the selection of statistical methodology and their reporting at each stage of data analysis should be conducted using methods according to EBB practice. 5 Since it is hard for applied researchers to optimally select statistical methodology at each step, we encourage investigators to involve biostatisticians at the very early stage in basic, clinical, population, translational, and database research. We also appeal to biostatisticians to develop guidelines, checklists, and educational tools to promote the concept of EBB. As an effort, we developed the statistical analysis and methods in biomedical research (SAMBR) guidelines for applied researchers to use EBB methods for data analysis. 5 The EBB practice is essential for applying recent cutting-edge robust methodologies to yield accurate and unbiased results. The efficiency of statistical methodologies depends on the assumptions and DGP. Therefore, investigators may attempt to specify the choice of specific models in the primary analysis as per the EBB.

Although details of evidence-based preferred methods are provided in the SAMBR checklists for each study design/objective, 5 we have presented a simplified version of evidence-based preferred methods for common statistical analysis ( online supplemental table 3 ). Several examples are available in the literature where inefficient methods not according to EBB practice have been used. 31 57 60

Step 6: report variable selection method in the multivariable analysis according to study objective type (unbiased)

Multivariable analysis can be used for association, prediction or classification or risk stratification, adjustment, propensity score development, and effect size estimation. 61 Some biological, clinical, behavioral, and environmental factors may directly associate or influence the relationship between exposure and outcome. Therefore, almost all health studies require multivariable analyses for accurate and unbiased interpretations of findings ( figure 1 ). Analysts should develop an adjusted model if the sample size permits. It is a misconception that the analysis of RCT does not require adjusted analysis. Analysis of RCT may require adjustment for prognostic variables. 23 The foremost step in model building is the entry of variables after finalizing the appropriate parametric or non-parametric regression model. In the exploratory model building process due to no preference of exposures, a backward automated approach after including any variables that are significant at 25% in the unadjusted analysis can be used for variable selection. 62 63 In the association model, a manual selection of covariates based on the relevance of the variables should be included in a fully adjusted model. 63 In a causal model, clinically guided methods should be used for variable selection and their adjustments. 20 In a non-randomized interventional model, efforts should be made to eliminate confounding effects through propensity score methods and the final propensity score-adjusted multivariable model may adjust any prognostic variables, while a randomized study simply should adjust any prognostic variables. 27 Maintaining the event per variable (EVR) is important to avoid overfitting in any type of modeling; therefore, screening of variables may be required in some association and explanatory studies, which may be accomplished using a backward stepwise method that needs to be clarified in the statistical analyses. 10 In a predictive study, a model with an optimum set of variables producing the highest accuracy should be used. The optimum set of variables may be screened with the random forest method or bootstrap or machine learning methods. 64 65 Different methods of variable selection and adjustments may lead to different results. The screening process of variables and their adjustments in the final multivariable model should be clearly mentioned in the statistical analysis section.

A study 66 evaluating the effect of hydroxychloroquine (HDQ) showed unfavorable events (intubation or death) in patients who received HDQ compared with those who did not (hazard ratio (HR): 2.37, 95% CI 1.84 to 3.02) in an unadjusted analysis. However, the propensity score-adjusted analyses as appropriate with the interventional objective model showed no significant association between HDQ use and unfavorable events (HR: 1.04, 95% CI 0.82 to 1.32), which was also confirmed in multivariable and other propensity score-adjusted analyses. This study clearly suggests that results interpretation should be based on a multivariable analysis only in observational studies if feasible. A recent study 10 noted that approximately 6% of multivariable analyses based on either logistic or Cox regression used an inappropriate selection method of variables in medical research. This practice was more commonly noted in studies that did not involve an expert biostatistician. Another review 61 of 316 articles from high-impact Chinese medical journals revealed that 30.7% of articles did not report the selection of variables in multivariable models. Indeed, this inappropriate practice could have been identified more commonly if classified according to the study objective type. 18 In RCTs, it is uncommon to report an adjusted analysis based on prognostic variables, even though an adjusted analysis may produce an efficient estimate compared with an unadjusted analysis. A study assessing the effect of preemptive intervention on development outcomes showed a significant effect of an intervention on reducing autism spectrum disorder symptoms. 67 However, this study was criticized by Ware 68 for not reporting non-significant results in unadjusted analyses. If possible, unadjusted estimates should also be reported in any study, particularly in RCTs. 23 68

Step 7: provide evidence for exploring effect modifiers (applicability)

Any variable that modifies the effect of exposure on the outcome is called an effect modifier or modifier or an interacting variable. Exploring the effect modifiers in multivariable analyses helps in (1) determining the applicability/generalizability of findings in the overall or specific subpopulation, (2) generating ideas for new hypotheses, (3) explaining uninterpretable findings between unadjusted and adjusted analyses, (4) guiding to present combined or separate models for each specific subpopulation, and (5) explaining heterogeneity in treatment effect. Often, investigators present adjusted stratified results according to the presence or absence of an effect modifier. If the exposure interacts with multiple variables statistically or conceptually in the model, then the stratified findings (subgroup) according to each effect modifier may be presented. Otherwise, stratified analysis substantially reduces the power of the study due to the lower sample size in each stratum and may produce significant results by inflating type I error. 69 Therefore, a multivariable analysis involving an interaction term as opposed to a stratified analysis may be presented in the presence of an effect modifier. 70 Sometimes, a quantitative variable may emerge as a potential effect modifier for exposure and an outcome relationship. In such a situation, the quantitative variable should not be categorized unless a clinically meaningful threshold is not available in the study. In fact, the practice of categorizing quantitative variables should be avoided in the analysis unless a clinically meaningful cut-off is available or a hypothesis requires for it. 71 In an exploratory objective type, any possible interaction may be obtained in a study; however, the interpretation should be guided based on clinical implications. Similarly, some objective models may have more than one exposure or intervention and the association of each exposure according to the level of other exposure should be presented through adjusted analyses as suggested in the presence of interaction effects. 70

A review of 428 articles from MEDLINE on the quality of reporting from statistical analyses of three (linear, logistic, and Cox) commonly used regression models reported that only 18.5% of the published articles provided interaction analyses, 17 even though interaction analyses can provide a lot of useful information.

Step 8: assessment of assumptions, specifically the distribution of outcome, linearity, multicollinearity, sparsity, and overfitting (reliability)

The assessment and reporting of model diagnostics are important in assessing the efficiency, validity, and usefulness of the model. Model diagnostics include satisfying model-specific assumptions and the assessment of sparsity, linearity, distribution of outcome, multicollinearity, and overfitting. 61 72 Model-specific assumptions such as normal residuals, heteroscedasticity and independence of errors in linear regression, proportionality in Cox regression, proportionality odds assumption in ordinal logistic regression, and distribution fit in other types of continuous and count models are required. In addition, sparsity should also be examined prior to selecting an appropriate model. Sparsity indicates many zero observations in the data set. 73 In the presence of sparsity, the effect size is difficult to interpret. Except for machine learning models, most of the parametric and semiparametric models require a linear relationship between independent variables and a functional form of an outcome. Linearity should be assessed using a multivariable polynomial in all model objectives. 62 Similarly, the appropriate choice of the distribution of outcome is required for model building in all study objective models. Multicollinearity assessment is also useful in all objective models. Assessment of EVR in multivariable analysis can be used to avoid the overfitting issue of a multivariable model. 18

Some review studies highlighted that 73.8%–92% of the articles published in MEDLINE had not assessed the model diagnostics of the multivariable regression models. 17 61 72 Contrary to the monotonically, linearly increasing relationship between systolic blood pressure (SBP) and mortality established using the Framingham’s study, 74 Port et al 75 reported a non-linear relationship between SBP and all-cause mortality or cardiovascular deaths by reanalysis of the Framingham’s study data set. This study identified a different threshold for treating hypertension, indicating the role of linearity assessment in multivariable models. Although a non-Gaussian distribution model may be required for modeling patient delay outcome data in cancer, 55 a study analyzed patient delay data using an ordinary linear regression model. 57 An investigation of the development of predictive models and their reporting in medical journals identified that 53% of the articles had fewer EVR than the recommended EVR, indicating over half of the published articles may have an overfitting model. 18 Another study 76 attempted to identify the anthropometric variables associated with non-insulin-dependent diabetes and found that none of the anthropometric variables were significant after adjusting for waist circumference, age, and sex, indicating the presence of collinearity. A study reported detailed sparse data problems in published studies and potential solutions. 73

Step 9: report type of primary and sensitivity analyses (consistency)

Numerous considerations and assumptions are made throughout the research processes that require assessment, evaluation, and validation. Some assumptions, executions, and errors made at the beginning of the study data collection may not be fixable 13 ; however, additional information collected during the study and data processing, including data distribution obtained at the end of the study, may facilitate additional considerations that need to be verified in the statistical analyses. Consistencies in the research findings via modifications in the outcome or exposure definition, study population, accounting for missing data, model-related assumptions, variables and their forms, and accounting for adherence to protocol in the models can be evaluated and reported in research studies using sensitivity analyses. 77 The purpose and type of supporting analyses need to be specified clearly in the statistical analyses to differentiate the main findings from the supporting findings. Sensitivity analyses are different from secondary or interim or subgroup analyses. 78 Data analyses for secondary outcomes are often referred to as secondary analyses, while data analyses of an ongoing study are called interim analyses and data analyses according to groups based on patient characteristics are known as subgroup analyses.

Almost all studies require some form of sensitivity analysis to validate the findings under different conditions. However, it is often underutilized in medical journals. Only 18%–20.3% of studies reported some forms of sensitivity analyses. 77 78 A review of nutritional trials from high-quality journals reflected that 17% of the conclusions were reported inappropriately using findings from sensitivity analyses not based on the primary/main analyses. 77

Step 10: provide methods for summarizing, displaying, and interpreting data (transparency and usability)

Data presentation includes data summary, data display, and data from statistical model analyses. The primary purpose of the data summary is to understand the distribution of outcome status and other characteristics in the total sample and by primary exposure status or outcome status. Column-wise data presentation should be preferred according to exposure status in all study designs, while row-wise data presentation for the outcome should be preferred in all study designs except for a case–control study. 24 32 Summary statistics should be used to provide maximum information on data distribution aligned with DGP and variable type. The purpose of results presentation primarily from regression analyses or statistical models is to convey results interpretation and implications of findings. The results should be presented according to the study objective type. Accordingly, the reporting of unadjusted and adjusted associations of each factor with the outcome may be preferred in the determinant objective model, while unadjusted and adjusted effects of primary exposure on the outcome may be preferred in the explanatory objective model. In prognostic models, the final predictive models may be presented in such a way that users can use models to predict an outcome. In the exploratory objective model, a final multivariable model should be reported with R 2 or area under the curve (AUC). In the association and interventional models, the assessment of internal validation is critically important through various sensitivity and validation analyses. A model with better fit indices (in terms of R 2 or AUC, Akaike information criterion, Bayesian information criterion, fit index, root mean square error) should be finalized and reported in the causal model objective study. In the predictive objective type, the model performance in terms of R 2 or AUC in training and validation data sets needs to be reported ( figure 1 ). 20 21 There are multiple purposes of data display, including data distribution using bar diagram or histogram or frequency polygons or box plots, comparisons using cluster bar diagram or scatter dot plot or stacked bar diagram or Kaplan-Meier plot, correlation or model assessment using scatter plot or scatter matrix, clustering or pattern using heatmap or line plots, the effect of predictors with fitted models using marginsplot, and comparative evaluation of effect sizes from regression models using forest plot. Although the key purpose of data display is to highlight critical issues or findings in the study, data display should essentially follow DGP and variable types and should be user-friendly. 54 79 Data interpretation heavily relies on the effect size measure along with study design and specified hypotheses. Sometimes, variables require standardization for descriptive comparison of effect sizes among exposures or interpreting small effect size, or centralization for interpreting intercept or avoiding collinearity due to interaction terms, or transformation for achieving model-related assumptions. 80 Appropriate methods of data reporting and interpretation aligned with study design, study hypothesis, and effect size measure should be specified in the statistical analysis section of research studies.

Published articles from reputed journals inappropriately summarized a categorized variable with mean and range, 81 summarized a highly skewed variable with mean and standard deviation, 57 and treated a categorized variable as a continuous variable in regression analyses. 82 Similarly, numerous examples from published studies reporting inappropriate graphical display or inappropriate interpretation of data not aligned with DGP or variable types are illustrated in a book published by Bland and Peacock. 83 84 A study used qualitative data on MRI but inappropriately presented with a Box-Whisker plot. 81 Another study reported unusually high OR for an association between high breast parenchymal enhancement and breast cancer in both premenopausal and postmenopausal women. 85 This reporting makes suspicious findings and may include sparse data bias. 86 A poor tabular presentation without proper scaling or standardization of a variable, missing CI for some variables, missing unit and sample size, and inconsistent reporting of decimal places could be easily noticed in table 4 of a published study. 29 Some published predictive models 87 do not report intercept or baseline survival estimates to use their predictive models in clinical use. Although a direct comparison of effect sizes obtained from the same model may be avoided if the units are different among variables, 35 a study had an objective to compare effect sizes across variables but the authors performed comparisons without standardization of variables or using statistical tests. 88

A sample for writing statistical analysis section in medical journals/research studies

Our primary study objective type was to develop a (select from figure 1 ) model to assess the relationship of risk factors (list critical variables or exposures) with outcomes (specify type from continuous/discrete/count/binary/polytomous/time-to-event). To address this objective, we conducted a (select from figure 2 or any other) study design to test the hypotheses of (equality or superiority or non-inferiority or equivalence or futility) or develop prediction. Accordingly, the other variables were adjusted or considered as (specify role of variables from confounders, covariates, or predictors or independent variables) as reflected in the conceptual framework. In the unadjusted or preliminary analyses as per the (select from figure 3 or any other design features) DGP, (specify EBB preferred tests from online supplemental table 3 or any other appropriate tests) were used for (specify variables and types) in unadjusted analyses. According to the EBB practice for the outcome (specify type) and DGP of (select from figure 3 or any other), we used (select from online supplemental table 1 or specify a multivariable approach) as the primary model in the multivariable analysis. We used (select from figure 1 ) variable selection method in the multivariable analysis and explored the interaction effects between (specify variables). The model diagnostics including (list all applicable, including model-related assumptions, linearity, or multicollinearity or overfitting or distribution of outcome or sparsity) were also assessed using (specify appropriate methods) respectively. In such exploration, we identified (specify diagnostic issues if any) and therefore the multivariable models were developed using (specify potential methods used to handle diagnostic issues). The other outcomes were analyzed with (list names of multivariable approaches with respective outcomes). All the models used the same procedure (or specify from figure 1 ) for variable selection, exploration of interaction effects, and model diagnostics using (specify statistical approaches) depending on the statistical models. As per the study design, hypothesis, and multivariable analysis, the results were summarized with effect size (select as appropriate or from figure 2 ) along with (specify 95% CI or other interval estimates) and considered statistically significant using (specify the side of p value or alternatives) at (specify the level of significance) due to (provide reasons for choosing a significance level). We presented unadjusted and/or adjusted estimates of primary outcome according to (list primary exposures or variables). Additional analyses were conducted for (specific reasons from step 9) using (specify methods) to validate findings obtained in the primary analyses. The data were summarized with (list summary measures and appropriate graphs from step 10), whereas the final multivariable model performance was summarized with (fit indices if applicable from step 10). We also used (list graphs) as appropriate with DGP (specify from figure 3 ) to present the critical findings or highlight (specify data issues) using (list graphs/methods) in the study. The exposures or variables were used in (specify the form of the variables) and therefore the effect or association of (list exposures or variables) on outcome should be interpreted in terms of changes in (specify interpretation unit) exposures/variables. List all other additional analyses if performed (with full details of all models in a supplementary file along with statistical codes if possible).

Concluding remarks

We highlighted 10 essential steps to be reported in the statistical analysis section of any analytical study ( figure 4 ). Adherence to minimum reporting of the steps specified in this report may enforce investigators to understand concepts and approach biostatisticians timely to apply these concepts in their study to improve the overall quality of methodological standards in grant proposals and research studies. The order of reporting information in statistical analyses specified in this report is not mandatory; however, clear reporting of analytical steps applicable to the specific study type should be mentioned somewhere in the manuscript. Since the entire approach of statistical analyses is dependent on the study objective type and EBB practice, proper execution and reporting of statistical models can be taught to the next generation of statisticians by the study objective type in statistical education courses. In fact, some disciplines ( figure 5 ) are strictly aligned with specific study objective types. Bioinformaticians are oriented in studying determinant and prognostic models toward precision medicine, while epidemiologists are oriented in studying association and causal models, particularly in population-based observational and pragmatic settings. Data scientists are heavily involved in prediction and classification models in personalized medicine. A common thing across disciplines is using biostatistical principles and computation tools to address any research question. Sometimes, one discipline expert does the part of others. 89 We strongly recommend using a team science approach that includes an epidemiologist, biostatistician, data scientist, and bioinformatician depending on the study objectives and needs. Clear reporting of data analyses as per the study objective type should be encouraged among all researchers to minimize heterogeneous practices and improve scientific quality and outcomes. In addition, we also encourage investigators to strictly follow transparent reporting and quality assessment guidelines according to the study design ( https://www.equator-network.org/ ) to improve the overall quality of the study, accordingly STROBE (Strengthening the Reporting of Observational Studies in Epidemiology) for observational studies, CONSORT (Consolidated Standards of Reporting Trials) for clinical trials, STARD (Standards for Reporting Diagnostic Accuracy Studies) for diagnostic studies, TRIPOD (Transparent Reporting of a multivariable prediction model for Individual Prognosis OR Diagnosis) for prediction modeling, and ARRIVE (Animal Research: Reporting of In Vivo Experiments) for preclinical studies. The steps provided in this document for writing the statistical analysis section is essentially different from other guidance documents, including SAMBR. 5 SAMBR provides a guidance document for selecting evidence-based preferred methods of statistical analysis according to different study designs, while this report suggests the global reporting of essential information in the statistical analysis section according to study objective type. In this guidance report, our suggestion strictly pertains to the reporting of methods in the statistical analysis section and their implications on the interpretation of results. Our document does not provide guidance on the reporting of sample size or results or statistical analysis section for meta-analysis. The examples and reviews reported in this study may be used to emphasize the concepts and related implications in medical research.

An external file that holds a picture, illustration, etc.
Object name is jim-2022-002479f04.jpg

Summary of reporting steps, purpose, and evaluation measures in the statistical analysis section.

An external file that holds a picture, illustration, etc.
Object name is jim-2022-002479f05.jpg

Role of interrelated disciplines according to study objective type.

Acknowledgments

The author would like to thank the reviewers for their careful review and insightful suggestions.

Contributors: AKD developed the concept and design and wrote the manuscript.

Funding: The authors have not declared a specific grant for this research from any funding agency in the public, commercial or not-for-profit sectors.

Competing interests: AKD is a Journal of Investigative Medicine Editorial Board member. No other competing interests declared.

Provenance and peer review: Commissioned; externally peer reviewed.

Supplemental material: This content has been supplied by the author(s). It has not been vetted by BMJ Publishing Group Limited (BMJ) and may not have been peer-reviewed. Any opinions or recommendations discussed are solely those of the author(s) and are not endorsed by BMJ. BMJ disclaims all liability and responsibility arising from any reliance placed on the content. Where the content includes any translated material, BMJ does not warrant the accuracy and reliability of the translations (including but not limited to local regulations, clinical guidelines, terminology, drug names and drug dosages), and is not responsible for any error and/or omissions arising from translation and adaptation or otherwise.

Data availability statement

Ethics statements, patient consent for publication.

Not required.

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Fatal Traffic Risks With a Total Solar Eclipse in the US

  • 1 Department of Medicine, University of Toronto, Toronto, Ontario, Canada
  • 2 Evaluative Clinical Science Platform, Sunnybrook Research Institute, Toronto, Ontario, Canada
  • 3 Institute for Clinical Evaluative Sciences, Toronto, Ontario, Canada
  • 4 Division of General Internal Medicine, Sunnybrook Health Sciences Centre, Toronto, Ontario, Canada
  • 5 Center for Leading Injury Prevention Practice Education & Research, Toronto, Ontario, Canada
  • 6 Department of Medicine, University of British Columbia, Vancouver, British Columbia, Canada
  • 7 Centre for Clinical Epidemiology & Evaluation, University of British Columbia, Vancouver, British Columbia, Canada

A total solar eclipse occurs when the moon temporarily obscures the sun and casts a dark shadow across the earth. This astronomical spectacle has been described for more than 3 millennia and can be predicted with high precision. Eclipse-related solar retinopathy (vision loss from staring at the sun) is an established medical complication; however, other medical outcomes have received little attention. 1

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Redelmeier DA , Staples JA. Fatal Traffic Risks With a Total Solar Eclipse in the US. JAMA Intern Med. Published online March 25, 2024. doi:10.1001/jamainternmed.2023.5234

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About 1 in 5 U.S. teens who’ve heard of ChatGPT have used it for schoolwork

(Maskot/Getty Images)

Roughly one-in-five teenagers who have heard of ChatGPT say they have used it to help them do their schoolwork, according to a new Pew Research Center survey of U.S. teens ages 13 to 17. With a majority of teens having heard of ChatGPT, that amounts to 13% of all U.S. teens who have used the generative artificial intelligence (AI) chatbot in their schoolwork.

A bar chart showing that, among teens who know of ChatGPT, 19% say they’ve used it for schoolwork.

Teens in higher grade levels are particularly likely to have used the chatbot to help them with schoolwork. About one-quarter of 11th and 12th graders who have heard of ChatGPT say they have done this. This share drops to 17% among 9th and 10th graders and 12% among 7th and 8th graders.

There is no significant difference between teen boys and girls who have used ChatGPT in this way.

The introduction of ChatGPT last year has led to much discussion about its role in schools , especially whether schools should integrate the new technology into the classroom or ban it .

Pew Research Center conducted this analysis to understand American teens’ use and understanding of ChatGPT in the school setting.

The Center conducted an online survey of 1,453 U.S. teens from Sept. 26 to Oct. 23, 2023, via Ipsos. Ipsos recruited the teens via their parents, who were part of its KnowledgePanel . The KnowledgePanel is a probability-based web panel recruited primarily through national, random sampling of residential addresses. The survey was weighted to be representative of U.S. teens ages 13 to 17 who live with their parents by age, gender, race and ethnicity, household income, and other categories.

This research was reviewed and approved by an external institutional review board (IRB), Advarra, an independent committee of experts specializing in helping to protect the rights of research participants.

Here are the  questions used for this analysis , along with responses, and its  methodology .

Teens’ awareness of ChatGPT

Overall, two-thirds of U.S. teens say they have heard of ChatGPT, including 23% who have heard a lot about it. But awareness varies by race and ethnicity, as well as by household income:

A horizontal stacked bar chart showing that most teens have heard of ChatGPT, but awareness varies by race and ethnicity, household income.

  • 72% of White teens say they’ve heard at least a little about ChatGPT, compared with 63% of Hispanic teens and 56% of Black teens.
  • 75% of teens living in households that make $75,000 or more annually have heard of ChatGPT. Much smaller shares in households with incomes between $30,000 and $74,999 (58%) and less than $30,000 (41%) say the same.

Teens who are more aware of ChatGPT are more likely to use it for schoolwork. Roughly a third of teens who have heard a lot about ChatGPT (36%) have used it for schoolwork, far higher than the 10% among those who have heard a little about it.

When do teens think it’s OK for students to use ChatGPT?

For teens, whether it is – or is not – acceptable for students to use ChatGPT depends on what it is being used for.

There is a fair amount of support for using the chatbot to explore a topic. Roughly seven-in-ten teens who have heard of ChatGPT say it’s acceptable to use when they are researching something new, while 13% say it is not acceptable.

A diverging bar chart showing that many teens say it’s acceptable to use ChatGPT for research; few say it’s OK to use it for writing essays.

However, there is much less support for using ChatGPT to do the work itself. Just one-in-five teens who have heard of ChatGPT say it’s acceptable to use it to write essays, while 57% say it is not acceptable. And 39% say it’s acceptable to use ChatGPT to solve math problems, while a similar share of teens (36%) say it’s not acceptable.

Some teens are uncertain about whether it’s acceptable to use ChatGPT for these tasks. Between 18% and 24% say they aren’t sure whether these are acceptable use cases for ChatGPT.

Those who have heard a lot about ChatGPT are more likely than those who have only heard a little about it to say it’s acceptable to use the chatbot to research topics, solve math problems and write essays. For instance, 54% of teens who have heard a lot about ChatGPT say it’s acceptable to use it to solve math problems, compared with 32% among those who have heard a little about it.

Note: Here are the  questions used for this analysis , along with responses, and its  methodology .

  • Artificial Intelligence
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  • Teens & Tech

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Many Americans think generative AI programs should credit the sources they rely on

Americans’ use of chatgpt is ticking up, but few trust its election information, q&a: how we used large language models to identify guests on popular podcasts, striking findings from 2023, what the data says about americans’ views of artificial intelligence, most popular.

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