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• What is Secondary Research? | Definition, Types, & Examples

What is Secondary Research? | Definition, Types, & Examples

Published on January 20, 2023 by Tegan George . Revised on January 12, 2024.

Secondary research is a research method that uses data that was collected by someone else. In other words, whenever you conduct research using data that already exists, you are conducting secondary research. On the other hand, any type of research that you undertake yourself is called primary research .

Secondary research can be qualitative or quantitative in nature. It often uses data gathered from published peer-reviewed papers, meta-analyses, or government or private sector databases and datasets.

Table of contents

When to use secondary research, types of secondary research, examples of secondary research, advantages and disadvantages of secondary research, other interesting articles, frequently asked questions.

Secondary research is a very common research method, used in lieu of collecting your own primary data. It is often used in research designs or as a way to start your research process if you plan to conduct primary research later on.

Since it is often inexpensive or free to access, secondary research is a low-stakes way to determine if further primary research is needed, as gaps in secondary research are a strong indication that primary research is necessary. For this reason, while secondary research can theoretically be exploratory or explanatory in nature, it is usually explanatory: aiming to explain the causes and consequences of a well-defined problem.

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Secondary research can take many forms, but the most common types are:

Statistical analysis

Literature reviews, case studies, content analysis.

There is ample data available online from a variety of sources, often in the form of datasets. These datasets are often open-source or downloadable at a low cost, and are ideal for conducting statistical analyses such as hypothesis testing or regression analysis .

Credible sources for existing data include:

• The government
• Government agencies
• Non-governmental organizations
• Educational institutions
• Businesses or consultancies
• Libraries or archives
• Newspapers, academic journals, or magazines

A literature review is a survey of preexisting scholarly sources on your topic. It provides an overview of current knowledge, allowing you to identify relevant themes, debates, and gaps in the research you analyze. You can later apply these to your own work, or use them as a jumping-off point to conduct primary research of your own.

Structured much like a regular academic paper (with a clear introduction, body, and conclusion), a literature review is a great way to evaluate the current state of research and demonstrate your knowledge of the scholarly debates around your topic.

A case study is a detailed study of a specific subject. It is usually qualitative in nature and can focus on  a person, group, place, event, organization, or phenomenon. A case study is a great way to utilize existing research to gain concrete, contextual, and in-depth knowledge about your real-world subject.

You can choose to focus on just one complex case, exploring a single subject in great detail, or examine multiple cases if you’d prefer to compare different aspects of your topic. Preexisting interviews , observational studies , or other sources of primary data make for great case studies.

Content analysis is a research method that studies patterns in recorded communication by utilizing existing texts. It can be either quantitative or qualitative in nature, depending on whether you choose to analyze countable or measurable patterns, or more interpretive ones. Content analysis is popular in communication studies, but it is also widely used in historical analysis, anthropology, and psychology to make more semantic qualitative inferences.

Secondary research is a broad research approach that can be pursued any way you’d like. Here are a few examples of different ways you can use secondary research to explore your research topic .

Secondary research is a very common research approach, but has distinct advantages and disadvantages.

Advantages of secondary research

Advantages include:

• Secondary data is very easy to source and readily available .
• It is also often free or accessible through your educational institution’s library or network, making it much cheaper to conduct than primary research .
• As you are relying on research that already exists, conducting secondary research is much less time consuming than primary research. Since your timeline is so much shorter, your research can be ready to publish sooner.
• Using data from others allows you to show reproducibility and replicability , bolstering prior research and situating your own work within your field.

Disadvantages of secondary research

Disadvantages include:

• Ease of access does not signify credibility . It’s important to be aware that secondary research is not always reliable , and can often be out of date. It’s critical to analyze any data you’re thinking of using prior to getting started, using a method like the CRAAP test .
• Secondary research often relies on primary research already conducted. If this original research is biased in any way, those research biases could creep into the secondary results.

Many researchers using the same secondary research to form similar conclusions can also take away from the uniqueness and reliability of your research. Many datasets become “kitchen-sink” models, where too many variables are added in an attempt to draw increasingly niche conclusions from overused data . Data cleansing may be necessary to test the quality of the research.

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If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Normal distribution
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Quantitative research
• Inclusion and exclusion criteria

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

A systematic review is secondary research because it uses existing research. You don’t collect new data yourself.

The research methods you use depend on the type of data you need to answer your research question .

• If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts and meanings, use qualitative methods .
• If you want to analyze a large amount of readily-available data, use secondary data. If you want data specific to your purposes with control over how it is generated, collect primary data.
• If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

Sources in this article

We strongly encourage students to use sources in their work. You can cite our article (APA Style) or take a deep dive into the articles below.

George, T. (2024, January 12). What is Secondary Research? | Definition, Types, & Examples. Scribbr. Retrieved August 26, 2024, from https://www.scribbr.com/methodology/secondary-research/

Largan, C., & Morris, T. M. (2019). Qualitative Secondary Research: A Step-By-Step Guide (1st ed.). SAGE Publications Ltd.

Peloquin, D., DiMaio, M., Bierer, B., & Barnes, M. (2020). Disruptive and avoidable: GDPR challenges to secondary research uses of data. European Journal of Human Genetics , 28 (6), 697–705. https://doi.org/10.1038/s41431-020-0596-x

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Secondary research: definition, methods, & examples.

19 min read This ultimate guide to secondary research helps you understand changes in market trends, customers buying patterns and your competition using existing data sources.

In situations where you’re not involved in the data gathering process ( primary research ), you have to rely on existing information and data to arrive at specific research conclusions or outcomes. This approach is known as secondary research.

In this article, we’re going to explain what secondary research is, how it works, and share some examples of it in practice.

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What is secondary research?

Secondary research, also known as desk research, is a research method that involves compiling existing data sourced from a variety of channels . This includes internal sources (e.g.in-house research) or, more commonly, external sources (such as government statistics, organizational bodies, and the internet).

Secondary research comes in several formats, such as published datasets, reports, and survey responses , and can also be sourced from websites, libraries, and museums.

The information is usually free — or available at a limited access cost — and gathered using surveys , telephone interviews, observation, face-to-face interviews, and more.

When using secondary research, researchers collect, verify, analyze and incorporate it to help them confirm research goals for the research period.

As well as the above, it can be used to review previous research into an area of interest. Researchers can look for patterns across data spanning several years and identify trends — or use it to verify early hypothesis statements and establish whether it’s worth continuing research into a prospective area.

How to conduct secondary research

There are five key steps to conducting secondary research effectively and efficiently:

1.    Identify and define the research topic

First, understand what you will be researching and define the topic by thinking about the research questions you want to be answered.

Ask yourself: What is the point of conducting this research? Then, ask: What do we want to achieve?

This may indicate an exploratory reason (why something happened) or confirm a hypothesis. The answers may indicate ideas that need primary or secondary research (or a combination) to investigate them.

2.    Find research and existing data sources

If secondary research is needed, think about where you might find the information. This helps you narrow down your secondary sources to those that help you answer your questions. What keywords do you need to use?

Which organizations are closely working on this topic already? Are there any competitors that you need to be aware of?

Create a list of the data sources, information, and people that could help you with your work.

3.    Begin searching and collecting the existing data

Now that you have the list of data sources, start accessing the data and collect the information into an organized system. This may mean you start setting up research journal accounts or making telephone calls to book meetings with third-party research teams to verify the details around data results.

As you search and access information, remember to check the data’s date, the credibility of the source, the relevance of the material to your research topic, and the methodology used by the third-party researchers. Start small and as you gain results, investigate further in the areas that help your research’s aims.

4.    Combine the data and compare the results

When you have your data in one place, you need to understand, filter, order, and combine it intelligently. Data may come in different formats where some data could be unusable, while other information may need to be deleted.

After this, you can start to look at different data sets to see what they tell you. You may find that you need to compare the same datasets over different periods for changes over time or compare different datasets to notice overlaps or trends. Ask yourself: What does this data mean to my research? Does it help or hinder my research?

5.    Analyze your data and explore further

In this last stage of the process, look at the information you have and ask yourself if this answers your original questions for your research. Are there any gaps? Do you understand the information you’ve found? If you feel there is more to cover, repeat the steps and delve deeper into the topic so that you can get all the information you need.

If secondary research can’t provide these answers, consider supplementing your results with data gained from primary research. As you explore further, add to your knowledge and update your findings. This will help you present clear, credible information.

Primary vs secondary research

Unlike secondary research, primary research involves creating data first-hand by directly working with interviewees, target users, or a target market. Primary research focuses on the method for carrying out research, asking questions, and collecting data using approaches such as:

• Interviews (panel, face-to-face or over the phone)
• Questionnaires or surveys
• Focus groups

Using these methods, researchers can get in-depth, targeted responses to questions, making results more accurate and specific to their research goals. However, it does take time to do and administer.

Unlike primary research, secondary research uses existing data, which also includes published results from primary research. Researchers summarize the existing research and use the results to support their research goals.

Both primary and secondary research have their places. Primary research can support the findings found through secondary research (and fill knowledge gaps), while secondary research can be a starting point for further primary research. Because of this, these research methods are often combined for optimal research results that are accurate at both the micro and macro level.

Sources of Secondary Research

There are two types of secondary research sources: internal and external. Internal data refers to in-house data that can be gathered from the researcher’s organization. External data refers to data published outside of and not owned by the researcher’s organization.

Internal data

Internal data is a good first port of call for insights and knowledge, as you may already have relevant information stored in your systems. Because you own this information — and it won’t be available to other researchers — it can give you a competitive edge . Examples of internal data include:

• Database information on sales history and business goal conversions
• Information from website applications and mobile site data
• Customer-generated data on product and service efficiency and use
• Previous research results or supplemental research areas
• Previous campaign results

External data

External data is useful when you: 1) need information on a new topic, 2) want to fill in gaps in your knowledge, or 3) want data that breaks down a population or market for trend and pattern analysis. Examples of external data include:

• Government, non-government agencies, and trade body statistics
• Company reports and research
• Competitor research
• Public library collections
• Textbooks and research journals
• Media stories in newspapers
• Online journals and research sites

Three examples of secondary research methods in action

How and why might you conduct secondary research? Let’s look at a few examples:

1.    Collecting factual information from the internet on a specific topic or market

There are plenty of sites that hold data for people to view and use in their research. For example, Google Scholar, ResearchGate, or Wiley Online Library all provide previous research on a particular topic. Researchers can create free accounts and use the search facilities to look into a topic by keyword, before following the instructions to download or export results for further analysis.

This can be useful for exploring a new market that your organization wants to consider entering. For instance, by viewing the U.S Census Bureau demographic data for that area, you can see what the demographics of your target audience are , and create compelling marketing campaigns accordingly.

2.    Finding out the views of your target audience on a particular topic

If you’re interested in seeing the historical views on a particular topic, for example, attitudes to women’s rights in the US, you can turn to secondary sources.

Textbooks, news articles, reviews, and journal entries can all provide qualitative reports and interviews covering how people discussed women’s rights. There may be multimedia elements like video or documented posters of propaganda showing biased language usage.

By gathering this information, synthesizing it, and evaluating the language, who created it and when it was shared, you can create a timeline of how a topic was discussed over time.

3.    When you want to know the latest thinking on a topic

Educational institutions, such as schools and colleges, create a lot of research-based reports on younger audiences or their academic specialisms. Dissertations from students also can be submitted to research journals, making these places useful places to see the latest insights from a new generation of academics.

Information can be requested — and sometimes academic institutions may want to collaborate and conduct research on your behalf. This can provide key primary data in areas that you want to research, as well as secondary data sources for your research.

Advantages of secondary research

There are several benefits of using secondary research, which we’ve outlined below:

• Easily and readily available data – There is an abundance of readily accessible data sources that have been pre-collected for use, in person at local libraries and online using the internet. This data is usually sorted by filters or can be exported into spreadsheet format, meaning that little technical expertise is needed to access and use the data.
• Faster research speeds – Since the data is already published and in the public arena, you don’t need to collect this information through primary research. This can make the research easier to do and faster, as you can get started with the data quickly.
• Low financial and time costs – Most secondary data sources can be accessed for free or at a small cost to the researcher, so the overall research costs are kept low. In addition, by saving on preliminary research, the time costs for the researcher are kept down as well.
• Secondary data can drive additional research actions – The insights gained can support future research activities (like conducting a follow-up survey or specifying future detailed research topics) or help add value to these activities.
• Secondary data can be useful pre-research insights – Secondary source data can provide pre-research insights and information on effects that can help resolve whether research should be conducted. It can also help highlight knowledge gaps, so subsequent research can consider this.
• Ability to scale up results – Secondary sources can include large datasets (like Census data results across several states) so research results can be scaled up quickly using large secondary data sources.

Disadvantages of secondary research

The disadvantages of secondary research are worth considering in advance of conducting research :

• Secondary research data can be out of date – Secondary sources can be updated regularly, but if you’re exploring the data between two updates, the data can be out of date. Researchers will need to consider whether the data available provides the right research coverage dates, so that insights are accurate and timely, or if the data needs to be updated. Also, fast-moving markets may find secondary data expires very quickly.
• Secondary research needs to be verified and interpreted – Where there’s a lot of data from one source, a researcher needs to review and analyze it. The data may need to be verified against other data sets or your hypotheses for accuracy and to ensure you’re using the right data for your research.
• The researcher has had no control over the secondary research – As the researcher has not been involved in the secondary research, invalid data can affect the results. It’s therefore vital that the methodology and controls are closely reviewed so that the data is collected in a systematic and error-free way.
• Secondary research data is not exclusive – As data sets are commonly available, there is no exclusivity and many researchers can use the same data. This can be problematic where researchers want to have exclusive rights over the research results and risk duplication of research in the future.

When do we conduct secondary research?

Now that you know the basics of secondary research, when do researchers normally conduct secondary research?

It’s often used at the beginning of research, when the researcher is trying to understand the current landscape . In addition, if the research area is new to the researcher, it can form crucial background context to help them understand what information exists already. This can plug knowledge gaps, supplement the researcher’s own learning or add to the research.

Secondary research can also be used in conjunction with primary research. Secondary research can become the formative research that helps pinpoint where further primary research is needed to find out specific information. It can also support or verify the findings from primary research.

You can use secondary research where high levels of control aren’t needed by the researcher, but a lot of knowledge on a topic is required from different angles.

Secondary research should not be used in place of primary research as both are very different and are used for various circumstances.

Questions to ask before conducting secondary research

Before you start your secondary research, ask yourself these questions:

• Is there similar internal data that we have created for a similar area in the past?

If your organization has past research, it’s best to review this work before starting a new project. The older work may provide you with the answers, and give you a starting dataset and context of how your organization approached the research before. However, be mindful that the work is probably out of date and view it with that note in mind. Read through and look for where this helps your research goals or where more work is needed.

• What am I trying to achieve with this research?

When you have clear goals, and understand what you need to achieve, you can look for the perfect type of secondary or primary research to support the aims. Different secondary research data will provide you with different information – for example, looking at news stories to tell you a breakdown of your market’s buying patterns won’t be as useful as internal or external data e-commerce and sales data sources.

• How credible will my research be?

If you are looking for credibility, you want to consider how accurate the research results will need to be, and if you can sacrifice credibility for speed by using secondary sources to get you started. Bear in mind which sources you choose — low-credibility data sites, like political party websites that are highly biased to favor their own party, would skew your results.

• What is the date of the secondary research?

When you’re looking to conduct research, you want the results to be as useful as possible , so using data that is 10 years old won’t be as accurate as using data that was created a year ago. Since a lot can change in a few years, note the date of your research and look for earlier data sets that can tell you a more recent picture of results. One caveat to this is using data collected over a long-term period for comparisons with earlier periods, which can tell you about the rate and direction of change.

• Can the data sources be verified? Does the information you have check out?

If you can’t verify the data by looking at the research methodology, speaking to the original team or cross-checking the facts with other research, it could be hard to be sure that the data is accurate. Think about whether you can use another source, or if it’s worth doing some supplementary primary research to replicate and verify results to help with this issue.

We created a front-to-back guide on conducting market research, The ultimate guide to conducting market research , so you can understand the research journey with confidence.

In it, you’ll learn more about:

• What effective market research looks like
• The use cases for market research
• The most important steps to conducting market research
• And how to take action on your research findings

Download the free guide for a clearer view on secondary research and other key research types for your business.

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15 Secondary Research Examples

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Dr. Cornell has worked in education for more than 20 years. His work has involved designing teacher certification for Trinity College in London and in-service training for state governments in the United States. He has trained kindergarten teachers in 8 countries and helped businessmen and women open baby centers and kindergartens in 3 countries.

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Chris Drew (PhD)

This article was peer-reviewed and edited by Chris Drew (PhD). The review process on Helpful Professor involves having a PhD level expert fact check, edit, and contribute to articles. Reviewers ensure all content reflects expert academic consensus and is backed up with reference to academic studies. Dr. Drew has published over 20 academic articles in scholarly journals. He is the former editor of the Journal of Learning Development in Higher Education and holds a PhD in Education from ACU.

Secondary research is the analysis, summary or synthesis of already existing published research. Instead of collecting original data, as in primary research , secondary research involves data or the results of data analyses already collected.

It is generally published in books, handbooks, textbooks, articles, encyclopedias, websites, magazines, literature reviews and meta-analyses. These are usually referred to as secondary sources .

Secondary research is a good place to start when wanting to acquire a broad view of a research area. It is usually easier to understand and may not require advanced training in research design and statistics.

Secondary Research Examples

1. literature review.

A literature review summarizes, reviews, and critiques the existing published literature on a topic.

Literature reviews are considered secondary research because it is a collection and analysis of the existing literature rather than generating new data for the study.

They hold value for academic studies because they enable us to take stock of the existing knowledge in a field, evaluate it, and identify flaws or gaps in the existing literature. As a result, they’re almost universally used by academics prior to conducting primary research.

Example 1: Workplace stress in nursing: a literature review

Citation: McVicar, A. (2003). Workplace stress in nursing: a literature review.  Journal of advanced nursing ,  44 (6), 633-642. Source: https://doi.org/10.1046/j.0309-2402.2003.02853.x

Summary: This study conducted a systematic analysis of literature on the causes of stress for nurses in the workplace. The study explored the literature published between 2000 and 2014. The authors found that the literature identifies several main causes of stress for nurses: professional relationships with doctors and staff, communication difficulties with patients and their families, the stress of emergency cases, overwork, lack of staff, and lack of support from the institutions. They conclude that understanding these stress factors can help improve the healthcare system and make it better for both nurses and patients.

Example 2: The impact of shiftwork on health: a literature review

Citation: Matheson, A., O’Brien, L., & Reid, J. A. (2014). The impact of shiftwork on health: a literature review.  Journal of Clinical Nursing ,  23 (23-24), 3309-3320. Source: https://doi.org/10.1111/jocn.12524

In this literature review, 118 studies were analyzed to examine the impact of shift work on nurses’ health. The findings were organized into three main themes: physical health, psychosocial health, and sleep. The majority of shift work research has primarily focused on these themes, but there is a lack of studies that explore the personal experiences of shift workers and how they navigate the effects of shift work on their daily lives. Consequently, it remains challenging to determine how individuals manage their shift work schedules. They found that, while shift work is an inevitable aspect of the nursing profession, there is limited research specifically targeting nurses and the implications for their self-care.

Example 3: Social media and entrepreneurship research: A literature review

Citation: Olanrewaju, A. S. T., Hossain, M. A., Whiteside, N., & Mercieca, P. (2020). Social media and entrepreneurship research: A literature review.  International Journal of Information Management ,  50 , 90-110. Source: https://doi.org/10.1016/j.ijinfomgt.2019.05.011

In this literature review, 118 studies were analyzed to examine the impact of shift work on nurses’ health. The findings were organized into three main themes: physical health, social health , and sleep. The majority of shift work research has primarily focused on these themes, but there is a lack of studies that explore the personal experiences of shift workers and how they navigate the effects of shift work on their daily lives. Consequently, it remains challenging to determine how individuals manage their shift work schedules. They found that, while shift work is an inevitable aspect of the nursing profession, there is limited research specifically targeting nurses and the implications for their self-care.

Example 4: Adoption of electric vehicle: A literature review and prospects for sustainability

Citation: Kumar, R. R., & Alok, K. (2020). Adoption of electric vehicle: A literature review and prospects for sustainability.  Journal of Cleaner Production ,  253 , 119911. Source: https://doi.org/10.1016/j.jclepro.2019.119911

This study is a literature review that aims to synthesize and integrate findings from existing research on electric vehicles. By reviewing 239 articles from top journals, the study identifies key factors that influence electric vehicle adoption. Themes identified included: availability of charging infrastructure and total cost of ownership. The authors propose that this analysis can provide valuable insights for future improvements in electric mobility.

Example 5: Towards an understanding of social media use in the classroom: a literature review

Citation: Van Den Beemt, A., Thurlings, M., & Willems, M. (2020). Towards an understanding of social media use in the classroom: a literature review.  Technology, Pedagogy and Education ,  29 (1), 35-55. Source: https://doi.org/10.1080/1475939X.2019.1695657

This study examines how social media can be used in education and the challenges teachers face in balancing its potential benefits with potential distractions. The review analyzes 271 research papers. They find that ambiguous results and poor study quality plague the literature. However, they identify several factors affecting the success of social media in the classroom, including: school culture, attitudes towards social media, and learning goals. The study’s value is that it organizes findings from a large corpus of existing research to help understand the topic more comprehensively.

2. Meta-Analyses

Meta-analyses are similar to literature reviews, but are at a larger scale and tend to involve the quantitative synthesis of data from multiple studies to identify trends and derive estimates of overall effect sizes.

For example, while a literature review might be a qualitative assessment of trends in the literature, a meta analysis would be a quantitative assessment, using statistical methods, of studies that meet specific inclusion criteria that can be directly compared and contrasted.

Often, meta-analysis aim to identify whether the existing data can provide an authoritative account for a hypothesis and whether it’s confirmed across the body of literature.

Example 6: Cholesterol and Alzheimer’s Disease Risk: A Meta-Meta-Analysis

Citation: Sáiz-Vazquez, O., Puente-Martínez, A., Ubillos-Landa, S., Pacheco-Bonrostro, J., & Santabárbara, J. (2020). Cholesterol and Alzheimer’s disease risk: a meta-meta-analysis.  Brain sciences ,  10 (6), 386. Source: https://doi.org/10.3390/brainsci10060386

This study examines the relationship between cholesterol and Alzheimer’s disease (AD). Researchers conducted a systematic search of meta-analyses and reviewed several databases, collecting 100 primary studies and five meta-analyses to analyze the connection between cholesterol and Alzheimer’s disease. They find that the literature compellingly demonstrates that low-density lipoprotein cholesterol (LDL-C) levels significantly influence the development of Alzheimer’s disease, but high-density lipoprotein cholesterol (HDL-C), total cholesterol (TC), and triglycerides (TG) levels do not show significant effects. This is an example of secondary research because it compiles and analyzes data from multiple existing studies and meta-analyses rather than collecting new, original data.

Example 7: The power of feedback revisited: A meta-analysis of educational feedback research

Citation: Wisniewski, B., Zierer, K., & Hattie, J. (2020). The power of feedback revisited: A meta-analysis of educational feedback research.  Frontiers in Psychology ,  10 , 3087. Source: https://doi.org/10.3389/fpsyg.2019.03087

This meta-analysis examines 435 empirical studies research on the effects of feedback on student learning. They use a random-effects model to ascertain whether there is a clear effect size across the literature. The authors find that feedback tends to impact cognitive and motor skill outcomes but has less of an effect on motivational and behavioral outcomes. A key (albeit somewhat obvious) finding was that the manner in which the feedback is provided is a key factor in whether the feedback is effective.

Example 8: How Much Does Education Improve Intelligence? A Meta-Analysis

Citation: Ritchie, S. J., & Tucker-Drob, E. M. (2018). How much does education improve intelligence? A meta-analysis.  Psychological science ,  29 (8), 1358-1369. Source: https://doi.org/10.1177/0956797618774253

This study investigates the relationship between years of education and intelligence test scores. The researchers analyzed three types of quasiexperimental studies involving over 600,000 participants to understand if longer education increases intelligence or if more intelligent students simply complete more education. They found that an additional year of education consistently increased cognitive abilities by 1 to 5 IQ points across all broad categories of cognitive ability. The effects persisted throughout the participants’ lives, suggesting that education is an effective way to raise intelligence. This study is an example of secondary research because it compiles and analyzes data from multiple existing studies rather than gathering new, original data.

Example 9: A meta-analysis of factors related to recycling

Citation: Geiger, J. L., Steg, L., Van Der Werff, E., & Ünal, A. B. (2019). A meta-analysis of factors related to recycling.  Journal of environmental psychology ,  64 , 78-97. Source: https://doi.org/10.1016/j.jenvp.2019.05.004

This study aims to identify key factors influencing recycling behavior across different studies. The researchers conducted a random-effects meta-analysis on 91 studies focusing on individual and household recycling. They found that both individual factors (such as recycling self-identity and personal norms) and contextual factors (like having a bin at home and owning a house) impacted recycling behavior. The analysis also revealed that individual and contextual factors better predicted the intention to recycle rather than the actual recycling behavior. The study offers theoretical and practical implications and suggests that future research should examine the effects of contextual factors and the interplay between individual and contextual factors.

Example 10: Stress management interventions for police officers and recruits

Citation: Patterson, G. T., Chung, I. W., & Swan, P. W. (2014). Stress management interventions for police officers and recruits: A meta-analysis.  Journal of experimental criminology ,  10 , 487-513. Source: https://doi.org/10.1007/s11292-014-9214-7

The meta-analysis systematically reviews randomized controlled trials and quasi-experimental studies that explore the effects of stress management interventions on outcomes among police officers. It looked at 12 primary studies published between 1984 and 2008. Across the studies, there were a total of 906 participants. Interestingly, it found that the interventions were not effective. Here, we can see how secondary research is valuable sometimes for showing there is no clear trend or consensus in existing literature. The conclusions suggest a need for further research to develop and implement more effective interventions addressing specific stressors and using randomized controlled trials.

3. Textbooks

Academic textbooks tend not to present new research. Rather, they present key academic information in ways that are accessible to university students and academics.

As a result, we can consider textbooks to be secondary rather than primary research. They’re collections of information and research produced by other people, then re-packaged for a specific audience.

Textbooks tend to be written by experts in a topic. However, unlike literature reviews and meta-analyses, they are not necessarily systematic in nature and are not designed to progress current knowledge through identifying gaps, weaknesses, and strengths in the existing literature.

Example 11: Psychology for the Third Millennium: Integrating Cultural and Neuroscience Perspectives

This textbook aims to bridge the gap between two distinct domains in psychology: Qualitative and Cultural Psychology , which focuses on managing meaning and norms, and Neuropsychology and Neuroscience, which studies brain processes. The authors believe that by combining these areas, a more comprehensive general psychology can be achieved, which unites the biological and cultural aspects of human life. This textbook is considered a secondary source because it synthesizes and integrates information from various primary research studies, theories, and perspectives in the field of psychology.

Example 12: Cultural Sociology: An Introduction

Citation: Bennett, A., Back, L., Edles, L. D., Gibson, M., Inglis, D., Jacobs, R., & Woodward, I. (2012).  Cultural sociology: an introduction . New York: John Wiley & Sons.

This student textbook introduces cultural sociology and proposes that it is a valid model for sociological thinking and research. It gathers together existing knowledge within the field to prevent an overview of major sociological themes and empirical approaches utilized within cultural sociological research. It does not present new research, but rather packages existing knowledge in sociology and makes it understandable for undergraduate students.

Example 13: A Textbook of Community Nursing

Citation: Chilton, S., & Bain, H. (Eds.). (2017).  A textbook of community nursing . New York: Routledge.

This textbook presents an evidence-based introduction to professional topics in nursing. In other words, it gathers evidence from other research and presents it to students. It covers areas such as care approaches, public health, eHealth, therapeutic relationships, and mental health. Like many textbooks, it brings together its own secondary research with user-friendly elements like exercises, activities, and hypothetical case studies in each chapter.

4. White Papers

White papers are typically produced within businesses and government departments rather than academic research environments.

Generally, a white paper will focus on a specific topic of concern to the institution in order to present a state of the current situation as well as opportunities that could be pursued for change, improvement, or profit generation in the future.

Unlike a literature review, a white paper generally doesn’t follow standards of academic rigor and may be presented with a bias toward, or focus on, a company or institution’s mission and values.

Example 14: Future of Mobility White Paper

Citation: Shaheen, S., Totte, H., & Stocker, A. (2018). Future of Mobility White Paper.  UC Berkeley: Institute of Transportation Studies at UC Berkeley Source: https://doi.org/10.7922/G2WH2N5D

This white paper explores the how transportation is changing due to concerns over climate change, equity of access to transit, and rapid technological advances (such as shared mobility and automation). The authors aggregate current information and research on key trends, emerging technologies/services, impacts on California’s transportation ecosystem, and future growth projections by reviewing state agency publications, peer-reviewed articles, and forecast reports from various sources. This white paper is an example of secondary research because it synthesizes and integrates information from multiple primary research sources, expert interviews, and input from an advisory committee of local and state transportation agencies.

Example 15: White Paper Concerning Philosophy of Education and Environment

Citation: Humphreys, C., Blenkinsop, S. White Paper Concerning Philosophy of Education and Environment.  Stud Philos Educ   36 (1): 243–264. Source: https://doi.org/10.1007/s11217-017-9567-2

This white paper acknowledges the increasing significance of climate change, environmental degradation, and our relationship with nature, and the need for philosophers of education and global citizens to respond. The paper examines five key journals in the philosophy of education to identify the scope and content of current environmental discussions. By organizing and summarizing the located articles, it assesses the possibilities and limitations of these discussions within the philosophy of education community. This white paper is an example of secondary research because it synthesizes and integrates information from multiple primary research sources, specifically articles from the key journals in the field, to analyze the current state of environmental discussions.

5. Academic Essays

Students’ academic essays tend to present secondary rather than primary research. The student is expected to study current literature on a topic and use it to present a thesis statement.

Academic essays tend to require rigorous standards of analysis, critique, and evaluation, but do not require systematic investigation of a topic like you would expect in a literature review.

In an essay, a student may identify the most relevant or important data from a field of research in order to demonstrate their knowledge of a field of study. They may also, after demonstrating sufficient knowledge and understanding, present a thesis statement about the issue.

Secondary research involves data that has already been collected. The published research might be reviewed, included in a meta-analysis, or subjected to a re-analysis.

These findings might be published in a peer-reviewed journal or handbook, become the foundation of a book for public consumption, or presented in a more narrative form for a popular website or magazine.

Sources for secondary research can range from scientific journals to government databases and archived data accumulated by research institutes.

University students might engage in secondary research to become familiar with an area of research. That might help spark an intriguing hypothesis for a research project of master’s thesis.

Secondary research can yield new insights into human behavior , or confirm existing conceptualizations of psychological constructs.

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What is Secondary Research? Types, Methods, Examples

Appinio Research · 20.09.2023 · 13min read

Have you ever wondered how researchers gather valuable insights without conducting new experiments or surveys? That's where secondary research steps in—a powerful approach that allows us to explore existing data and information others collect.

Whether you're a student, a professional, or someone seeking to make informed decisions, understanding the art of secondary research opens doors to a wealth of knowledge.

What is Secondary Research?

Secondary Research refers to the process of gathering and analyzing existing data, information, and knowledge that has been previously collected and compiled by others. This approach allows researchers to leverage available sources, such as articles, reports, and databases, to gain insights, validate hypotheses, and make informed decisions without collecting new data.

Benefits of Secondary Research

Secondary research offers a range of advantages that can significantly enhance your research process and the quality of your findings.

• Time and Cost Efficiency: Secondary research saves time and resources by utilizing existing data sources, eliminating the need for data collection from scratch.
• Wide Range of Data: Secondary research provides access to vast information from various sources, allowing for comprehensive analysis.
• Historical Perspective: Examining past research helps identify trends, changes, and long-term patterns that might not be immediately apparent.
• Reduced Bias: As data is collected by others, there's often less inherent bias than in conducting primary research, where biases might affect data collection.
• Support for Primary Research: Secondary research can lay the foundation for primary research by providing context and insights into gaps in existing knowledge.
• Comparative Analysis : By integrating data from multiple sources, you can conduct robust comparative analyses for more accurate conclusions.
• Benchmarking and Validation: Secondary research aids in benchmarking performance against industry standards and validating hypotheses.

Primary Research vs. Secondary Research

When it comes to research methodologies, primary and secondary research each have their distinct characteristics and advantages. Here's a brief comparison to help you understand the differences.

Primary Research

• Data Source: Involves collecting new data directly from original sources.
• Data Collection: Researchers design and conduct surveys, interviews, experiments, or observations.
• Time and Resources: Typically requires more time, effort, and resources due to data collection.
• Fresh Insights: Provides firsthand, up-to-date information tailored to specific research questions.
• Control: Researchers control the data collection process and can shape methodologies.

Secondary Research

• Data Source: Involves utilizing existing data and information collected by others.
• Data Collection: Researchers search, select, and analyze data from published sources, reports, and databases.
• Time and Resources: Generally more time-efficient and cost-effective as data is already available.
• Existing Knowledge: Utilizes data that has been previously compiled, often providing broader context.
• Less Control: Researchers have limited control over how data was collected originally, if any.

Choosing between primary and secondary research depends on your research objectives, available resources, and the depth of insights you require.

Types of Secondary Research

Secondary research encompasses various types of existing data sources that can provide valuable insights for your research endeavors. Understanding these types can help you choose the most relevant sources for your objectives.

Here are the primary types of secondary research:

Internal Sources

Internal sources consist of data generated within your organization or entity. These sources provide valuable insights into your own operations and performance.

• Company Records and Data: Internal reports, documents, and databases that house information about sales, operations, and customer interactions.
• Sales Reports and Customer Data: Analysis of past sales trends, customer demographics, and purchasing behavior.
• Financial Statements and Annual Reports: Financial data, such as balance sheets and income statements, offer insights into the organization's financial health.

External Sources

External sources encompass data collected and published by entities outside your organization.

These sources offer a broader perspective on various subjects.

• Published Literature and Journals: Scholarly articles, research papers, and academic studies available in journals or online databases.
• Market Research Reports: Reports from market research firms that provide insights into industry trends, consumer behavior, and market forecasts.
• Government and NGO Databases: Data collected and maintained by government agencies and non-governmental organizations, offering demographic, economic, and social information.
• Online Media and News Articles: News outlets and online publications that cover current events, trends, and societal developments.

Each type of secondary research source holds its value and relevance, depending on the nature of your research objectives. Combining these sources lets you understand the subject matter and make informed decisions.

How to Conduct Secondary Research?

Effective secondary research involves a thoughtful and systematic approach that enables you to extract valuable insights from existing data sources. Here's a step-by-step guide on how to navigate the process:

1. Define Your Research Objectives

Before delving into secondary research, clearly define what you aim to achieve. Identify the specific questions you want to answer, the insights you're seeking, and the scope of your research.

2. Identify Relevant Sources

Begin by identifying the most appropriate sources for your research. Consider the nature of your research objectives and the data type you require. Seek out sources such as academic journals, market research reports, official government databases, and reputable news outlets.

3. Evaluate Source Credibility

Ensuring the credibility of your sources is crucial. Evaluate the reliability of each source by assessing factors such as the author's expertise, the publication's reputation, and the objectivity of the information provided. Choose sources that align with your research goals and are free from bias.

4. Extract and Analyze Information

Once you've gathered your sources, carefully extract the relevant information. Take thorough notes, capturing key data points, insights, and any supporting evidence. As you accumulate information, start identifying patterns, trends, and connections across different sources.

5. Synthesize Findings

As you analyze the data, synthesize your findings to draw meaningful conclusions. Compare and contrast information from various sources to identify common themes and discrepancies. This synthesis process allows you to construct a coherent narrative that addresses your research objectives.

6. Address Limitations and Gaps

Acknowledge the limitations and potential gaps in your secondary research. Recognize that secondary data might have inherent biases or be outdated. Where necessary, address these limitations by cross-referencing information or finding additional sources to fill in gaps.

7. Contextualize Your Findings

Contextualization is crucial in deriving actionable insights from your secondary research. Consider the broader context within which the data was collected. How does the information relate to current trends, societal changes, or industry shifts? This contextual understanding enhances the relevance and applicability of your findings.

8. Cite Your Sources

Maintain academic integrity by properly citing the sources you've used for your secondary research. Accurate citations not only give credit to the original authors but also provide a clear trail for readers to access the information themselves.

9. Integrate Secondary and Primary Research (If Applicable)

In some cases, combining secondary and primary research can yield more robust insights. If you've also conducted primary research, consider integrating your secondary findings with your primary data to provide a well-rounded perspective on your research topic.

You can use a market research platform like Appinio to conduct primary research with real-time insights in minutes!

10. Communicate Your Findings

Finally, communicate your findings effectively. Whether it's in an academic paper, a business report, or any other format, present your insights clearly and concisely. Provide context for your conclusions and use visual aids like charts and graphs to enhance understanding.

Remember that conducting secondary research is not just about gathering information—it's about critically analyzing, interpreting, and deriving valuable insights from existing data. By following these steps, you'll navigate the process successfully and contribute to the body of knowledge in your field.

Secondary Research Examples

To better understand how secondary research is applied in various contexts, let's explore a few real-world examples that showcase its versatility and value.

Market Analysis and Trend Forecasting

Imagine you're a marketing strategist tasked with launching a new product in the smartphone industry. By conducting secondary research, you can:

• Access Market Reports: Utilize market research reports to understand consumer preferences, competitive landscape, and growth projections.
• Analyze Trends: Examine past sales data and industry reports to identify trends in smartphone features, design, and user preferences.
• Benchmark Competitors: Compare market share, customer satisfaction , and pricing strategies of key competitors to develop a strategic advantage.
• Forecast Demand: Use historical sales data and market growth predictions to estimate demand for your new product.

Academic Research and Literature Reviews

Suppose you're a student researching climate change's effects on marine ecosystems. Secondary research aids your academic endeavors by:

• Reviewing Existing Studies: Analyze peer-reviewed articles and scientific papers to understand the current state of knowledge on the topic.
• Identifying Knowledge Gaps: Identify areas where further research is needed based on what existing studies still need to cover.
• Comparing Methodologies: Compare research methodologies used by different studies to assess the strengths and limitations of their approaches.
• Synthesizing Insights: Synthesize findings from various studies to form a comprehensive overview of the topic's implications on marine life.

Competitive Landscape Assessment for Business Strategy

Consider you're a business owner looking to expand your restaurant chain to a new location. Secondary research aids your strategic decision-making by:

• Analyzing Demographics: Utilize demographic data from government databases to understand the local population's age, income, and preferences.
• Studying Local Trends: Examine restaurant industry reports to identify the types of cuisines and dining experiences currently popular in the area.
• Understanding Consumer Behavior: Analyze online reviews and social media discussions to gauge customer sentiment towards existing restaurants in the vicinity.
• Assessing Economic Conditions: Access economic reports to evaluate the local economy's stability and potential purchasing power.

These examples illustrate the practical applications of secondary research across various fields to provide a foundation for informed decision-making, deeper understanding, and innovation.

Secondary Research Limitations

While secondary research offers many benefits, it's essential to be aware of its limitations to ensure the validity and reliability of your findings.

• Data Quality and Validity: The accuracy and reliability of secondary data can vary, affecting the credibility of your research.
• Limited Contextual Information: Secondary sources might lack detailed contextual information, making it important to interpret findings within the appropriate context.
• Data Suitability: Existing data might not align perfectly with your research objectives, leading to compromises or incomplete insights.
• Outdated Information: Some sources might provide obsolete information that doesn't accurately reflect current trends or situations.
• Potential Bias: While secondary data is often less biased, biases might still exist in the original data sources, influencing your findings.
• Incompatibility of Data: Combining data from different sources might pose challenges due to variations in definitions, methodologies, or units of measurement.
• Lack of Control: Unlike primary research, you have no control over how data was collected or its quality, potentially affecting your analysis. Understanding these limitations will help you navigate secondary research effectively and make informed decisions based on a well-rounded understanding of its strengths and weaknesses.

Secondary research is a valuable tool that businesses can use to their advantage. By tapping into existing data and insights, companies can save time, resources, and effort that would otherwise be spent on primary research. This approach equips decision-makers with a broader understanding of market trends, consumer behaviors, and competitive landscapes. Additionally, benchmarking against industry standards and validating hypotheses empowers businesses to make informed choices that lead to growth and success.

As you navigate the world of secondary research, remember that it's not just about data retrieval—it's about strategic utilization. With a clear grasp of how to access, analyze, and interpret existing information, businesses can stay ahead of the curve, adapt to changing landscapes, and make decisions that are grounded in reliable knowledge.

How to Conduct Secondary Research in Minutes?

In the world of decision-making, having access to real-time consumer insights is no longer a luxury—it's a necessity. That's where Appinio comes in, revolutionizing how businesses gather valuable data for better decision-making. As a real-time market research platform, Appinio empowers companies to tap into the pulse of consumer opinions swiftly and seamlessly.

• Fast Insights: Say goodbye to lengthy research processes. With Appinio, you can transform questions into actionable insights in minutes.
• Data-Driven Decisions: Harness the power of real-time consumer insights to drive your business strategies, allowing you to make informed choices on the fly.
• Seamless Integration: Appinio handles the research and technical complexities, freeing you to focus on what truly matters: making rapid data-driven decisions that propel your business forward.

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Secondary Research: Definition, Methods, Sources, Examples, and More

Table of Contents

What is Secondary Research? Secondary Research Meaning

Secondary research involves the analysis and synthesis of existing data and information that has been previously collected and published by others. This method contrasts with primary research , which entails the direct collection of original data from sources like surveys, interviews, and ethnographic studies.

The essence of secondary research lies in its efficiency and accessibility. Researchers who leverage secondary sources, including books, scholarly articles, government reports, and market analyses, gather valuable insights without the need for time-consuming and costly data collection efforts. This approach is particularly vital in marketing research, where understanding broad market trends and consumer behaviors is essential, yet often constrained by budgets and timelines. Secondary research serves as a fundamental step in the research process, providing a solid foundation upon which additional, targeted research can be built.

Secondary research enables researchers to quickly grasp the landscape of existing knowledge, identify gaps in the literature, and refine their research questions or business strategies accordingly. In marketing research, for instance, secondary research aids in understanding competitive landscapes, identifying market trends, and benchmarking against industry standards, thereby guiding strategic decision-making.

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When to Use Secondary Research

Choosing between secondary and primary research methods depends significantly on the objectives of your study or project. Secondary research is particularly beneficial in the initial stages of research planning and strategy, offering a broad understanding of the topic at hand and helping to pinpoint areas that may require more in-depth investigation through primary methods.

In academic contexts, secondary research is often used to build a theoretical foundation for a study, allowing researchers to position their work within the existing body of knowledge. Professionally, it serves as a cost-effective way to inform business strategies, market analyses, and policy development, providing insights into industry trends, consumer behaviors, and competitive landscapes.

Combining secondary research with primary research methods enhances the comprehensiveness and validity of research findings. For example, secondary research might reveal general trends in consumer behavior, while subsequent primary research could delve into specific consumer motivations and preferences, offering a more nuanced understanding of the market.

Key considerations for integrating secondary research into your research planning and strategy include:

• Research Objectives : Clearly defining what you aim to discover or decide based on your research.
• Availability of Data : Assessing the extent and relevance of existing data related to your research question.
• Budget and Time Constraints : Considering the resources available for conducting research, including time, money, and personnel.
• Research Scope : Determining the breadth and depth of the information needed to meet your research objectives.

Secondary research is a powerful tool when used strategically, providing a cost-effective, efficient way to gather insights and inform decision-making processes across academic and professional contexts.

How to Conduct Secondary Research

Conducting secondary research is a systematic process that involves several key steps to ensure the relevance, accuracy, and utility of the information gathered. Here's a step-by-step guide to effective secondary research:

• Identifying Research Objectives, Topics, and Questions : Begin with a clear understanding of what you aim to achieve with your research. This includes defining your research objectives, topics, and specific questions you seek to answer. This clarity guides the entire research process, ensuring that you remain focused on relevant information.
• Finding Relevant Data Sources : Search for secondary data sources that are likely to contain the information you need. This involves exploring a variety of sources such as academic journals, industry reports, government databases, and news archives. Prioritize sources known for their credibility and authority in the subject matter.
• Collecting and Verifying Existing Data : Once you've identified potential sources, collect the data that pertains to your research questions. Pay close attention to the publication date, authorship, and the methodology used in collecting the original data to ensure its relevance and reliability.
• Data Compilation and Analysis : Compile the collected data in a structured format that allows for analysis. Employ analytical methods suited to your research objectives, such as trend analysis, comparative analysis, or thematic analysis, to draw insights from the data.

The success of secondary research hinges on the critical evaluation of sources for their credibility, relevance, and timeliness. It's essential to approach this process with a discerning eye, acknowledging the limitations of secondary data and the potential need for further investigation through primary research.

Types of Secondary Research Methods with Examples

Secondary research methods offer a range of approaches for leveraging existing data, each providing value in extracting insights relevant to various business and academic needs. Understanding the unique advantages of each method can guide researchers in choosing the most appropriate approach for their specific objectives.

Literature Reviews

Literature reviews synthesize existing research and publications to identify trends, gaps, and consensus within a field of study. This method provides a comprehensive overview of what is already known about a topic, saving time and resources by building on existing knowledge rather than starting from scratch.

Real-World Example : A marketing firm conducting a literature review on consumer behavior in the digital age might uncover a trend towards increased mobile shopping. This insight leads to a strategic recommendation for a retail client to prioritize mobile app development and optimize their online store for mobile users, directly impacting the client's digital marketing strategy.

Data Mining

Data mining involves analyzing large sets of data to discover patterns, correlations, or trends that are not immediately apparent. This method can uncover hidden insights from the data that businesses can use to inform decision-making, such as identifying new market opportunities or optimizing operational efficiencies.

Real-World Example : Through data mining of customer purchase histories and online behavior data, a retail company identifies a previously unnoticed correlation between the purchase of certain products and the time of year. Utilizing this insight, the company adjusts its inventory levels and marketing campaigns seasonally, significantly boosting sales and customer satisfaction.

Meta-Analysis

Meta-analysis aggregates and systematically analyzes results from multiple studies to draw general conclusions about a research question. This method provides a high level of evidence by combining findings, offering a powerful tool for making informed decisions based on a broader range of data than any single study could provide.

Real-World Example : A pharmaceutical company uses meta-analysis to combine findings from various clinical trials of a new drug. The meta-analysis reveals a statistically significant benefit of the drug that was not conclusive in individual studies. This insight supports the company's application for regulatory approval and guides the development of marketing strategies targeting specific patient demographics.

Data Analysis

Secondary data analysis applies statistical techniques to analyze existing datasets, offering a cost-effective way to gain insights without the need for new data collection. This method can identify trends, patterns, and relationships that inform strategic planning and decision-making.

Real-World Example : An investment firm analyzes historical economic data and stock market trends using secondary data analysis. They identify a recurring pattern preceding market downturns. By applying this insight to their investment strategy, the firm successfully mitigates risk and enhances portfolio performance for their clients.

Content Analysis

Content analysis systematically examines the content of communication mediums to understand messages, themes, or biases . This qualitative method can reveal insights into public opinion, media representation, and communication strategies, offering valuable information for marketing, public relations, and media strategies.

Real-World Example : A technology company employs content analysis to review online customer reviews and social media mentions of its products. The analysis uncovers a common concern among customers about the usability of a product feature. Responding to this insight, the company revises its product design and launches a targeted communication campaign to address the concerns, improving customer satisfaction and brand perception.

Historical Research

Historical research examines past records and documents to understand historical contexts and trends, offering insights that can inform future predictions, strategy development, and understanding of long-term changes. This method is particularly valuable for understanding the evolution of markets, industries, or consumer behaviors over time.

Real-World Example : A consultancy specializing in sustainable business practices conducts historical research into the adoption of green technologies in the automotive industry. The research identifies key drivers and barriers to adoption over the decades. Leveraging these insights, the consultancy advises new green tech startups on strategies to overcome market resistance and capitalize on drivers of adoption, significantly impacting their market entry strategy.

Each of these secondary research methods provides distinct advantages and can yield valuable insights for businesses and researchers. By carefully selecting and applying the most suitable method(s), organizations can enhance their understanding of complex issues, inform strategic decisions, and achieve competitive advantage.

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Examples of Secondary Sources in Research

Secondary sources are crucial for researchers across disciplines, offering a wealth of information that can provide insights, support hypotheses, and inform strategies. Understanding the unique value of different types of secondary sources can help researchers effectively harness this wealth of information. Below, we explore various secondary sources, highlighting their unique contributions and providing real-world examples of how they can yield valuable business insights.

Books provide comprehensive coverage of a topic, offering depth and context that shorter pieces might miss. They are particularly useful for gaining a thorough understanding of a subject's historical background and theoretical framework.

Example : A corporation exploring the feasibility of entering a new international market utilizes books on the country's cultural and economic history. This deep dive helps the company understand market nuances, leading to a tailored market entry strategy that aligns with local consumer preferences and cultural norms.

Scholarly Journals

Scholarly journals offer peer-reviewed, cutting-edge research findings, making them invaluable for staying abreast of the latest developments in a field. They provide detailed methodologies, rigorous data analysis, and discussions of findings in a specific area of study.

Example : An investment firm relies on scholarly articles to understand recent advancements in financial technology. Discovering research on blockchain's impact on transaction security and efficiency, the firm decides to invest in fintech startups specializing in blockchain technology, positioning itself ahead in the market.

Government Reports

Government reports deliver authoritative data on a wide range of topics, including economic indicators, demographic trends, and regulatory guidelines. Their reliability and the breadth of topics covered make them an essential resource for informed decision-making.

Example : A healthcare provider examines government health reports to identify trends in public health issues. Spotting an increase in lifestyle-related diseases, the provider expands its wellness programs, directly addressing the growing demand for preventive care services.

Market Research Reports

Market research reports provide insights into industry trends, consumer behavior, and competitive landscapes. These reports are invaluable for making informed business decisions, from product development to marketing strategies.

Example : A consumer goods company reviews market research reports to analyze trends in eco-friendly packaging. Learning about the positive consumer response to sustainable packaging, the company redesigns its packaging to be more environmentally friendly, resulting in increased brand loyalty and market share.

White Papers

White papers offer in-depth analysis or arguments on specific issues, often highlighting solutions or innovations. They are a key resource for understanding complex problems, technological advancements, and industry best practices.

Example : A technology firm exploring the implementation of AI in customer service operations consults white papers on AI applications. Insights from these papers guide the development of an AI-powered customer service chatbot, enhancing efficiency and customer satisfaction.

Private Company Data

Data from private companies, such as annual reports or case studies, provides insight into business strategies, performance metrics, and operational challenges. This information can be instrumental in benchmarking and strategic planning.

Example : By analyzing competitor annual reports, a retail chain identifies a gap in the market for affordable luxury products. This insight leads to the launch of a new product line that successfully captures this underserved segment, boosting the company's revenue and market positioning.

Advantages and Disadvantages of Secondary Research

Secondary research offers a foundation upon which organizations can build their knowledge base, informing everything from strategic planning to day-to-day decision-making. However, like any method, it comes with its own set of advantages and disadvantages. Understanding these can help researchers and businesses make the most of secondary research while being mindful of its limitations.

Advantages of Secondary Research

• Cost-Effectiveness : Secondary research is often less expensive than primary research, as it involves the analysis of existing data, eliminating the need for costly data collection processes like surveys or experiments.
• Time Efficiency : Accessing and analyzing existing data is generally faster than conducting primary research, allowing organizations to make timely decisions based on available information.
• Broad Scope of Data : Secondary research provides access to a wide range of data across different geographies and time periods, enabling comprehensive market analyses and trend identification.
• Basis for Primary Research : It can serve as a preliminary step to identify gaps in existing research, helping to pinpoint areas where primary research is needed.

Disadvantages of Secondary Research

• Relevance and Specificity : Existing data may not perfectly align with the current research objectives, leading to potential mismatches in relevance and specificity.
• Data Quality and Accuracy : The quality and accuracy of secondary data can vary, depending on the source. Researchers must critically assess the credibility of their sources to ensure the reliability of their findings.
• Timeliness : Data may be outdated, especially in fast-moving sectors where recent information is crucial for making informed decisions.
• Limited Control Over Data : Researchers have no control over how data was collected and processed, which may affect its suitability for their specific research needs.

Secondary research, when approached with an understanding of its strengths and weaknesses, has the potential be a powerful tool. By effectively navigating its advantages and limitations, businesses can lay a solid foundation for informed decision-making and strategic planning.

Primary vs. Secondary Research: A Comparative Analysis

When undertaking a research project, understanding the distinction between primary and secondary research is pivotal. Both forms of research serve their own purposes and can complement each other in providing a comprehensive overview of a given topic.

What is Primary Research?

Primary research involves the collection of original data directly from sources. This method is firsthand and is specific to the researcher's questions or hypotheses.

The main advantage of primary research is its specificity and relevancy to the particular issue or question at hand. It offers up-to-date and highly relevant data that is directly applicable to the research objectives.

Example : A company planning to launch a new beverage product conducts focus groups and survey research to understand consumer preferences. Through this process, they gather firsthand insights on flavors, packaging, and pricing preferences specific to their target market.

What is Secondary Research?

Secondary research involves the analysis of existing information compiled and collected by others. It includes studies, reports, and data from government agencies, trade associations, and other organizations.

Secondary research provides a broad understanding of the topic at hand, offering insights that can help frame primary research. It is cost-effective and time-saving, as it leverages already available data.

Example : The same company explores industry reports, academic research, and market analyses to understand broader market trends, competitor strategies, and consumer behavior within the beverage industry.

Comparative Analysis

Synergistic Use in Research

The most effective research strategies often involve a blend of both primary and secondary research. Secondary research can serve as a foundation, helping to inform the development of primary research by identifying gaps in existing knowledge and refining research questions.

Understanding the distinct roles and benefits of primary and secondary research is crucial for any successful research project. By effectively leveraging both types of research, researchers can gain a deeper, more nuanced understanding of their subject matter, leading to more informed decisions and strategies. Remember, the choice between primary and secondary research should be guided by your research objectives, resources, and the specificity of information required.

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Secondary Research: Definition, Methods and Examples.

In the world of research, there are two main types of data sources: primary and secondary. While primary research involves collecting new data directly from individuals or sources, secondary research involves analyzing existing data already collected by someone else. Today we’ll discuss secondary research.

One common source of this research is published research reports and other documents. These materials can often be found in public libraries, on websites, or even as data extracted from previously conducted surveys. In addition, many government and non-government agencies maintain extensive data repositories that can be accessed for research purposes.

LEARN ABOUT: Research Process Steps

While secondary research may not offer the same level of control as primary research, it can be a highly valuable tool for gaining insights and identifying trends. Researchers can save time and resources by leveraging existing data sources while still uncovering important information.

What is Secondary Research: Definition

Secondary research is a research method that involves using already existing data. Existing data is summarized and collated to increase the overall effectiveness of the research.

One of the key advantages of secondary research is that it allows us to gain insights and draw conclusions without having to collect new data ourselves. This can save time and resources and also allow us to build upon existing knowledge and expertise.

When conducting secondary research, it’s important to be thorough and thoughtful in our approach. This means carefully selecting the sources and ensuring that the data we’re analyzing is reliable and relevant to the research question . It also means being critical and analytical in the analysis and recognizing any potential biases or limitations in the data.

LEARN ABOUT: Level of Analysis

Secondary research is much more cost-effective than primary research , as it uses already existing data, unlike primary research, where data is collected firsthand by organizations or businesses or they can employ a third party to collect data on their behalf.

LEARN ABOUT: Data Analytics Projects

Secondary Research Methods with Examples

Secondary research is cost-effective, one of the reasons it is a popular choice among many businesses and organizations. Not every organization is able to pay a huge sum of money to conduct research and gather data. So, rightly secondary research is also termed “ desk research ”, as data can be retrieved from sitting behind a desk.

The following are popularly used secondary research methods and examples:

1. Data Available on The Internet

One of the most popular ways to collect secondary data is the internet. Data is readily available on the internet and can be downloaded at the click of a button.

This data is practically free of cost, or one may have to pay a negligible amount to download the already existing data. Websites have a lot of information that businesses or organizations can use to suit their research needs. However, organizations need to consider only authentic and trusted website to collect information.

2. Government and Non-Government Agencies

Data for secondary research can also be collected from some government and non-government agencies. For example, US Government Printing Office, US Census Bureau, and Small Business Development Centers have valuable and relevant data that businesses or organizations can use.

There is a certain cost applicable to download or use data available with these agencies. Data obtained from these agencies are authentic and trustworthy.

3. Public Libraries

Public libraries are another good source to search for data for this research. Public libraries have copies of important research that were conducted earlier. They are a storehouse of important information and documents from which information can be extracted.

The services provided in these public libraries vary from one library to another. More often, libraries have a huge collection of government publications with market statistics, large collection of business directories and newsletters.

4. Educational Institutions

Importance of collecting data from educational institutions for secondary research is often overlooked. However, more research is conducted in colleges and universities than any other business sector.

The data that is collected by universities is mainly for primary research. However, businesses or organizations can approach educational institutions and request for data from them.

5. Commercial Information Sources

Local newspapers, journals, magazines, radio and TV stations are a great source to obtain data for secondary research. These commercial information sources have first-hand information on economic developments, political agenda, market research, demographic segmentation and similar subjects.

Businesses or organizations can request to obtain data that is most relevant to their study. Businesses not only have the opportunity to identify their prospective clients but can also know about the avenues to promote their products or services through these sources as they have a wider reach.

Learn More: Data Collection Methods: Types & Examples

Key Differences between Primary Research and Secondary Research

Understanding the distinction between primary research and secondary research is essential in determining which research method is best for your project. These are the two main types of research methods, each with advantages and disadvantages. In this section, we will explore the critical differences between the two and when it is appropriate to use them.

How to Conduct Secondary Research?

We have already learned about the differences between primary and secondary research. Now, let’s take a closer look at how to conduct it.

Secondary research is an important tool for gathering information already collected and analyzed by others. It can help us save time and money and allow us to gain insights into the subject we are researching. So, in this section, we will discuss some common methods and tips for conducting it effectively.

Here are the steps involved in conducting secondary research:

1. Identify the topic of research: Before beginning secondary research, identify the topic that needs research. Once that’s done, list down the research attributes and its purpose.

2. Identify research sources: Next, narrow down on the information sources that will provide most relevant data and information applicable to your research.

3. Collect existing data: Once the data collection sources are narrowed down, check for any previous data that is available which is closely related to the topic. Data related to research can be obtained from various sources like newspapers, public libraries, government and non-government agencies etc.

4. Combine and compare: Once data is collected, combine and compare the data for any duplication and assemble data into a usable format. Make sure to collect data from authentic sources. Incorrect data can hamper research severely.

4. Analyze data: Analyze collected data and identify if all questions are answered. If not, repeat the process if there is a need to dwell further into actionable insights.

Advantages of Secondary Research

Secondary research offers a number of advantages to researchers, including efficiency, the ability to build upon existing knowledge, and the ability to conduct research in situations where primary research may not be possible or ethical. By carefully selecting their sources and being thoughtful in their approach, researchers can leverage secondary research to drive impact and advance the field. Some key advantages are the following:

1. Most information in this research is readily available. There are many sources from which relevant data can be collected and used, unlike primary research, where data needs to collect from scratch.

2. This is a less expensive and less time-consuming process as data required is easily available and doesn’t cost much if extracted from authentic sources. A minimum expenditure is associated to obtain data.

3. The data that is collected through secondary research gives organizations or businesses an idea about the effectiveness of primary research. Hence, organizations or businesses can form a hypothesis and evaluate cost of conducting primary research.

4. Secondary research is quicker to conduct because of the availability of data. It can be completed within a few weeks depending on the objective of businesses or scale of data needed.

As we can see, this research is the process of analyzing data already collected by someone else, and it can offer a number of benefits to researchers.

Disadvantages of Secondary Research

On the other hand, we have some disadvantages that come with doing secondary research. Some of the most notorious are the following:

1. Although data is readily available, credibility evaluation must be performed to understand the authenticity of the information available.

2. Not all secondary data resources offer the latest reports and statistics. Even when the data is accurate, it may not be updated enough to accommodate recent timelines.

3. Secondary research derives its conclusion from collective primary research data. The success of your research will depend, to a greater extent, on the quality of research already conducted by primary research.

LEARN ABOUT: 12 Best Tools for Researchers

In conclusion, secondary research is an important tool for researchers exploring various topics. By leveraging existing data sources, researchers can save time and resources, build upon existing knowledge, and conduct research in situations where primary research may not be feasible.

There are a variety of methods and examples of secondary research, from analyzing public data sets to reviewing previously published research papers. As students and aspiring researchers, it’s important to understand the benefits and limitations of this research and to approach it thoughtfully and critically. By doing so, we can continue to advance our understanding of the world around us and contribute to meaningful research that positively impacts society.

QuestionPro can be a useful tool for conducting secondary research in a variety of ways. You can create online surveys that target a specific population, collecting data that can be analyzed to gain insights into consumer behavior, attitudes, and preferences; analyze existing data sets that you have obtained through other means or benchmark your organization against others in your industry or against industry standards. The software provides a range of benchmarking tools that can help you compare your performance on key metrics, such as customer satisfaction, with that of your peers.

Using QuestionPro thoughtfully and strategically allows you to gain valuable insights to inform decision-making and drive business success. Start today for free! No credit card is required.

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Secondary Research Guide: Definition, Methods, Examples

Apr 3, 2024

8 min. read

The internet has vastly expanded our access to information, allowing us to learn almost anything about everything. But not all market research is created equal , and this secondary research guide explains why.

There are two key ways to do research. One is to test your own ideas, make your own observations, and collect your own data to derive conclusions. The other is to use secondary research — where someone else has done most of the heavy lifting for you. 

Here’s an overview of secondary research and the value it brings to data-driven businesses.

Secondary Research Definition: What Is Secondary Research?

Primary vs Secondary Market Research

What Are Secondary Research Methods?

Advantages of secondary research, disadvantages of secondary research, best practices for secondary research, how to conduct secondary research with meltwater.

Secondary research definition: The process of collecting information from existing sources and data that have already been analyzed by others.

Secondary research (aka desk research or complementary research ) provides a foundation to help you understand a topic, with the goal of building on existing knowledge. They often cover the same information as primary sources, but they add a layer of analysis and explanation to them.

Users can choose from several secondary research types and sources, including:

• Journal articles
• Research papers

With secondary sources, users can draw insights, detect trends , and validate findings to jumpstart their research efforts.

Primary vs. Secondary Market Research

We’ve touched a little on primary research , but it’s essential to understand exactly how primary and secondary research are unique.

Think of primary research as the “thing” itself, and secondary research as the analysis of the “thing,” like these primary and secondary research examples:

• An expert gives an interview (primary research) and a marketer uses that interview to write an article (secondary research).
• A company conducts a consumer satisfaction survey (primary research) and a business analyst uses the survey data to write a market trend report (secondary research).
• A marketing team launches a new advertising campaign across various platforms (primary research) and a marketing research firm, like Meltwater for market research , compiles the campaign performance data to benchmark against industry standards (secondary research).

In other words, primary sources make original contributions to a topic or issue, while secondary sources analyze, synthesize, or interpret primary sources.

Both are necessary when optimizing a business, gaining a competitive edge , improving marketing, or understanding consumer trends that may impact your business.

Secondary research methods focus on analyzing existing data rather than collecting primary data . Common examples of secondary research methods include:

• Literature review . Researchers analyze and synthesize existing literature (e.g., white papers, research papers, articles) to find knowledge gaps and build on current findings.
• Content analysis . Researchers review media sources and published content to find meaningful patterns and trends.
• AI-powered secondary research . Platforms like Meltwater for market research analyze vast amounts of complex data and use AI technologies like natural language processing and machine learning to turn data into contextual insights.

Researchers today have access to more secondary research companies and market research tools and technology than ever before, allowing them to streamline their efforts and improve their findings.

Want to see how Meltwater can complement your secondary market research efforts? Simply fill out the form at the bottom of this post, and we'll be in touch.

Conducting secondary research offers benefits in every job function and use case, from marketing to the C-suite. Here are a few advantages you can expect.

Cost and time efficiency

Using existing research saves you time and money compared to conducting primary research. Secondary data is readily available and easily accessible via libraries, free publications, or the Internet. This is particularly advantageous when you face time constraints or when a project requires a large amount of data and research.

Access to large datasets

Secondary data gives you access to larger data sets and sample sizes compared to what primary methods may produce. Larger sample sizes can improve the statistical power of the study and add more credibility to your findings.

Ability to analyze trends and patterns

Using larger sample sizes, researchers have more opportunities to find and analyze trends and patterns. The more data that supports a trend or pattern, the more trustworthy the trend becomes and the more useful for making decisions. 

Historical context

Using a combination of older and recent data allows researchers to gain historical context about patterns and trends. Learning what’s happened before can help decision-makers gain a better current understanding and improve how they approach a problem or project.

Basis for further research

Ideally, you’ll use secondary research to further other efforts . Secondary sources help to identify knowledge gaps, highlight areas for improvement, or conduct deeper investigations.

Tip: Learn how to use Meltwater as a research tool and how Meltwater uses AI.

Secondary research comes with a few drawbacks, though these aren’t necessarily deal breakers when deciding to use secondary sources.

Reliability concerns

Researchers don’t always know where the data comes from or how it’s collected, which can lead to reliability concerns. They don’t control the initial process, nor do they always know the original purpose for collecting the data, both of which can lead to skewed results.

Potential bias

The original data collectors may have a specific agenda when doing their primary research, which may lead to biased findings. Evaluating the credibility and integrity of secondary data sources can prove difficult.

Outdated information

Secondary sources may contain outdated information, especially when dealing with rapidly evolving trends or fields. Using outdated information can lead to inaccurate conclusions and widen knowledge gaps.

Limitations in customization

Relying on secondary data means being at the mercy of what’s already published. It doesn’t consider your specific use cases, which limits you as to how you can customize and use the data.

A lack of relevance

Secondary research rarely holds all the answers you need, at least from a single source. You typically need multiple secondary sources to piece together a narrative, and even then you might not find the specific information you need.

To make secondary market research your new best friend, you’ll need to think critically about its strengths and find ways to overcome its weaknesses. Let’s review some best practices to use secondary research to its fullest potential.

Identify credible sources for secondary research

To overcome the challenges of bias, accuracy, and reliability, choose secondary sources that have a demonstrated history of excellence . For example, an article published in a medical journal naturally has more credibility than a blog post on a little-known website.

Assess credibility based on peer reviews, author expertise, sampling techniques, publication reputation, and data collection methodologies. Cross-reference the data with other sources to gain a general consensus of truth.

The more credibility “factors” a source has, the more confidently you can rely on it. 

Evaluate the quality and relevance of secondary data

You can gauge the quality of the data by asking simple questions:

• How complete is the data? 
• How old is the data? 
• Is this data relevant to my needs?
• Does the data come from a known, trustworthy source?

It’s best to focus on data that aligns with your research objectives. Knowing the questions you want to answer and the outcomes you want to achieve ahead of time helps you focus only on data that offers meaningful insights.

Document your sources 

If you’re sharing secondary data with others, it’s essential to document your sources to gain others’ trust. They don’t have the benefit of being “in the trenches” with you during your research, and sharing your sources can add credibility to your findings and gain instant buy-in.

Secondary market research offers an efficient, cost-effective way to learn more about a topic or trend, providing a comprehensive understanding of the customer journey . Compared to primary research, users can gain broader insights, analyze trends and patterns, and gain a solid foundation for further exploration by using secondary sources.

Meltwater for market research speeds up the time to value in using secondary research with AI-powered insights, enhancing your understanding of the customer journey. Using natural language processing, machine learning, and trusted data science processes, Meltwater helps you find relevant data and automatically surfaces insights to help you understand its significance. Our solution identifies hidden connections between data points you might not know to look for and spells out what the data means, allowing you to make better decisions based on accurate conclusions. Learn more about Meltwater's power as a secondary research solution when you request a demo by filling out the form below:

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• What is Secondary Research? + [Methods & Examples]

In some situations, the researcher may not be directly involved in the data gathering process and instead, would rely on already existing data in order to arrive at research outcomes. This approach to systematic investigation is known as secondary research. 

There are many reasons a researcher may want to make use of already existing data instead of collecting data samples, first-hand. In this article, we will share some of these reasons with you and show you how to conduct secondary research with Formplus. 

What is Secondary  Research?

Secondary research is a common approach to a systematic investigation in which the researcher depends solely on existing data in the course of the research process. This research design involves organizing, collating and analyzing these data samples for valid research conclusions. 

Secondary research is also known as desk research since it involves synthesizing existing data that can be sourced from the internet, peer-reviewed journals , textbooks, government archives, and libraries. What the secondary researcher does is to study already established patterns in previous researches and apply this information to the specific research context. 

Interestingly, secondary research often relies on data provided by primary research and this is why some researches combine both methods of investigation. In this sense, the researcher begins by evaluating and identifying gaps in existing knowledge before adopting primary research to gather new information that will serve his or her research. 

What are Secondary Research Methods?

As already highlighted, secondary research involves data assimilation from different sources, that is, using available research materials instead of creating a new pool of data using primary research methods. Common secondary research methods include data collection through the internet, libraries, archives, schools and organizational reports. 

• Online Data

Online data is data that is gathered via the internet. In recent times, this method has become popular because the internet provides a large pool of both free and paid research resources that can be easily accessed with the click of a button. 

While this method simplifies the data gathering process , the researcher must take care to depend solely on authentic sites when collecting information. In some way, the internet is a virtual aggregation for all other sources of secondary research data. 

• Data from Government and Non-government Archives

You can also gather useful research materials from government and non-government archives and these archives usually contain verifiable information that provides useful insights on varying research contexts. In many cases, you would need to pay a sum to gain access to these data. 

The challenge, however, is that such data is not always readily available due to a number of factors. For instance, some of these materials are described as classified information as such, it would be difficult for researchers to have access to them. 

• Data from Libraries

Research materials can also be accessed through public and private libraries. Think of a library as an information storehouse that contains an aggregation of important information that can serve as valid data in different research contexts. 

Typically, researchers donate several copies of dissertations to public and private libraries; especially in cases of academic research. Also, business directories, newsletters, annual reports and other similar documents that can serve as research data, are gathered and stored in libraries, in both soft and hard copies. 

• Data from Institutions of Learning

Educational facilities like schools, faculties, and colleges are also a great source of secondary data; especially in academic research. This is because a lot of research is carried out in educational institutions more than in other sectors. 

It is relatively easier to obtain research data from educational institutions because these institutions are committed to solving problems and expanding the body of knowledge. You can easily request research materials from educational facilities for the purpose of a literature review. 

Secondary research methods can also be categorized into qualitative and quantitative data collection methods . Quantitative data gathering methods include online questionnaires and surveys, reports about trends plus statistics about different areas of a business or industry.  

Qualitative research methods include relying on previous interviews and data gathered through focus groups which helps an organization to understand the needs of its customers and plan to fulfill these needs. It also helps businesses to measure the level of employee satisfaction with organizational policies. 

When Do We Conduct Secondary Research?

Typically, secondary research is the first step in any systematic investigation. This is because it helps the researcher to understand what research efforts have been made so far and to utilize this knowledge in mapping out a novel direction for his or her investigation. 

For instance, you may want to carry out research into the nature of a respiratory condition with the aim of developing a vaccine. The best place to start is to gather existing research material about the condition which would help to point your research in the right direction. 

When sifting through these pieces of information, you would gain insights into methods and findings from previous researches which would help you define your own research process. Secondary research also helps you to identify knowledge gaps that can serve as the name of your own research. 

Questions to ask before conducting Secondary Research

Since secondary research relies on already existing data, the researcher must take extra care to ensure that he or she utilizes authentic data samples for the research. Falsified data can have a negative impact on the research outcomes; hence, it is important to always carry out resource evaluation by asking a number of questions as highlighted below:

• What is the purpose of the research? Again, it is important for every researcher to clearly define the purpose of the research before proceeding with it. Usually, the research purpose determines the approach that would be adopted. 
• What is my research methodology? After identifying the purpose of the research, the next thing to do is outline the research methodology. This is the point where the researcher chooses to gather data using secondary research methods. 
• What are my expected research outcomes? 
• Who collected the data to be analyzed? Before going on to use secondary data for your research, it is necessary to ascertain the authenticity of the information. This usually affects the data reliability and determines if the researcher can trust the materials.  For instance, data gathered from personal blogs and websites may not be as credible as information obtained from an organization’s website. 
• When was the data collected? Data recency is another factor that must be considered since the recency of data can affect research outcomes. For instance, if you are carrying out research into the number of women who smoke in London, it would not be appropriate for you to make use of information that was gathered 5 years ago unless you plan to do some sort of data comparison. 
• Is the data consistent with other data available from other sources? Always compare and contrast your data with other available research materials as this would help you to identify inconsistencies if any.
• What type of data was collected? Take care to determine if the secondary data aligns with your research goals and objectives. 
• How was the data collected? 

Advantages of Secondary Research

• Easily Accessible With secondary research, data can easily be accessed in no time; especially with the use of the internet. Apart from the internet, there are different data sources available in secondary research like public libraries and archives which are relatively easy to access too. 
• Secondary research is cost-effective and it is not time-consuming. The researcher can cut down on costs because he or she is not directly involved in the data collection process which is also time-consuming. 
• Secondary research helps researchers to identify knowledge gaps which can serve as the basis of further systematic investigation. 
• It is useful for mapping out the scope of research thereby setting the stage for field investigations. When carrying out secondary research, the researchers may find that the exact information they were looking for is already available, thus eliminating the need and expense incurred in carrying out primary research in these areas. 

Disadvantages of Secondary Research  

• Questionable Data: With secondary research, it is hard to determine the authenticity of the data because the researcher is not directly involved in the research process. Invalid data can affect research outcomes negatively hence, it is important for the researcher to take extra care by evaluating the data before making use of it. 
• Generalization: Secondary data is unspecific in nature and may not directly cater to the needs of the researcher. There may not be correlations between the existing data and the research process. 
• Common Data: Research materials in secondary research are not exclusive to an individual or group. This means that everyone has access to the data and there is little or no “information advantage” gained by those who obtain the research.
• It has the risk of outdated research materials. Outdated information may offer little value especially for organizations competing in fast-changing markets.

How to Conduct Online Surveys with Formplus 

Follow these 5 steps to create and administer online surveys for secondary research: 

• Sign into Formplus

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

Once you do this, sign in to your account and click on “Create Form ” to begin. 

• Edit Form Title

Click on the field provided to input your form title, for example, “Secondary Research Survey”.

• Click on the edit button to edit the form.

• Add Fields: Drag and drop preferred form fields into your form in the Formplus builder inputs column. There are several field input options for questionnaires in the Formplus builder. 
• Edit fields
• Click on “Save”
• Preview form. 
• Customize your Form

With the form customization options in the form builder, you can easily change the outlook of your form and make it more unique and personalized. Formplus allows you to change your form theme, add background images and even change the font according to your needs. 

• Multiple Sharing Options

Formplus offers multiple form sharing options which enables you to easily share your questionnaire with respondents. You can use the direct social media sharing buttons to share your form link to your organization’s social media pages. 

You can send out your survey form as email invitations to your research subjects too. If you wish, you can share your form’s QR code or embed it on your organization’s website for easy access. 

Why Use Formplus as a Secondary Research Tool?

• Simple Form Builder Solution

The Formplus form builder is easy to use and does not require you to have any knowledge in computer programming, unlike other form builders. For instance, you can easily add form fields to your form by dragging and dropping them from the inputs section in the builder. 

In the form builder, you can also modify your fields to be hidden or read-only and you can create smart forms with save and resume options, form lookup, and conditional logic. Formplus also allows you to customize your form by adding preferred background images and your organization’s logo. 

• Over 25 Form Fields

With over 25 versatile form fields available in the form builder, you can easily collect data the way you like. You can receive payments directly in your form by adding payment fields and you can also add file upload fields to allow you receive files in your form too. 

• Offline Form feature

With Formplus, you can collect data from respondents even without internet connectivity . Formplus automatically detects when there is no or poor internet access and allows forms to be filled out and submitted in offline mode. 

Offline form responses are automatically synced with the servers when the internet connection is restored. This feature is extremely useful for field research that may involve sourcing for data in remote and rural areas plus it allows you to scale up on your audience reach. 

• Team and Collaboration

 You can add important collaborators and team members to your shared account so that you all can work on forms and responses together. With the multiple users options, you can assign different roles to team members and you can also grant and limit access to forms and folders. 

This feature works with an audit trail that enables you to track changes and suggestions made to your form as the administrator of the shared account. You can set up permissions to limit access to the account while organizing and monitoring your form(s) effectively. 

• Embeddable Form

Formplus allows you to easily add your form with respondents with the click of a button. For instance, you can directly embed your form in your organization’s web pages by adding Its unique shortcode to your site’s HTML. 

You can also share your form to your social media pages using the social media direct sharing buttons available in the form builder. You can choose to embed the form as an iframe or web pop-up that is easy to fill. 

With Formplus, you can share your form with numerous form respondents in no time. You can invite respondents to fill out your form via email invitation which allows you to also track responses and prevent multiple submissions in your form. 

In addition, you can also share your form link as a QR code so that respondents only need to scan the code to access your form. Our forms have a unique QR code that you can add to your website or print in banners, business cards and the like. 

While secondary research can be cost-effective and time-efficient, it requires the researcher to take extra care in ensuring that the data is authentic and valid. As highlighted earlier, data in secondary research can be sourced through the internet, archives, and libraries, amongst other methods. 

Secondary research is usually the starting point of systematic investigation because it provides the researcher with a background of existing research efforts while identifying knowledge gaps to be filled. This type of research is typically used in science and education. 

It is, however, important to note that secondary research relies on the outcomes of collective primary research data in carrying out its systematic investigation. Hence, the success of your research will depend, to a greater extent, on the quality of data provided by primary research in relation to the research context.

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Secondary Research: Methods, Examples, and Strategic Insights

Kate Williams

Last Updated: 29 May 2024

10 min read

Table Of Contents

Secondary Research

• An Overview
• Primary vs Secondary

Sources and References

• Conducting Research
• Pros and Cons

Secondary research involves the analysis and interpretation of existing data and information collected by others. It provides valuable insights for informed decision-making without conducting new surveys or experiments. But, why is it important for businesses? Successful enterprises attribute their strategic decisions to comprehensive secondary research. In this blog, we will look into its importance, pros and cons, and all that you need to know.

What is Secondary Research?

Secondary research is not just about compiling data. It’s about synthesizing information to draw meaningful conclusions. Analysts sift through vast datasets, identifying patterns, trends, and correlations. This methodical approach transforms raw data into actionable insights, guiding businesses in their strategic endeavors.

Simply put, it involves the analysis and interpretation of existing data and information collected by others. This data can come from a variety of sources, such as academic papers, industry reports, market studies, government publications, and online databases. By tapping into pre-existing data, businesses can gain valuable insights without the time and resource-intensive process of conducting primary research, making it a cost-effective and efficient approach.

Why not think about elevating your data collection too? SurveySparrow stands ready, a friendly suggestion to boost your research process. You can create engaging surveys, collect data, analyze, and act upon the rich insights you gain from the process.

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Primary vs Secondary Research

Now, before we delve into the details, we need to be very clear about what primary research is. Why? Because the former builds upon the latter. Secondary research can only be done upon the existence of data. And, what better way than a comparison of the two to get a better grasp?

Primary Research:

Direct Data Collection: It involves gathering data directly from the source. Researchers use methods like surveys, interviews, experiments, or observations to collect specific information tailored to their study.

Specific to Study: The data collected in primary research is exclusive to the research question at hand. It is designed to address specific inquiries and provide detailed, targeted insights into the topic of interest.

Time-Consuming: Moreover, it can be time-intensive as it requires planning, conducting surveys or interviews, and analyzing the collected data. Researchers invest significant time to ensure the accuracy and reliability of the information gathered.

Tailored Questions: Researchers formulate precise and tailored questions to extract relevant information from participants. These questions are carefully designed to elicit specific responses, contributing to the depth of the research findings.

Costly: Implementing primary research methods often involves expenses related to participant recruitment, survey administration, and data analysis. The costs can vary based on the complexity and scope of the research.

Fresh Information: It provides fresh, firsthand information directly from the participants. It offers unique perspectives and insights, making it valuable for studies requiring original data.

Read More: How To Do Primary Research: An Ultimate Guide

Existing Data Analysis: It involves the analysis and interpretation of pre-existing data. Researchers explore reports, articles, studies, and other pre-existing information to draw conclusions or generate insights.

Broad Overview: It provides a comprehensive overview of a subject matter. It encompasses a wide range of data, allowing researchers to explore multiple facets of a topic without the need for new data collection.

Time-Efficient: Researchers utilize information readily available from various sources. This approach saves time compared to the process of collecting new data through primary research methods.

General Insights: The insights gained are general. They offer a broad understanding of a topic without the specificity that primary research can provide. Basically, it forms a foundation for initial exploration.

Cost-Effective: Compared to primary research, it is cost-effective as it utilizes existing data sources. Researchers do not incur the costs associated with participant recruitment and data collection, making it a budget-friendly option.

Historical Data: Secondary research often involves historical data, which can provide trends and patterns over time. Researchers can analyze past information to identify changes, making it valuable for longitudinal studies.

When conducting secondary research for a company, the focus narrows down to specific sources that offer relevant insights into market trends, consumer behaviors, industry competition, and other business-related aspects.

Here’s a tailored list of key sources and references:

1. Industry Reports and Market Research Firms

Market research is key! Industry-specific reports from reputable market research firms offer detailed analyses, market forecasts, and competitor landscapes, aiding businesses in understanding market trends and customer demands.

2. Competitor Websites and Annual Reports

Your competitor’s website and annual reports are like their personal diary. Analyzing them provides valuable information on their products, strategies, financial performance, and market positioning, helping businesses identify competitive advantages and market gaps.

3. Trade Publications and Business Magazines

They provide industry-specific news, expert opinions, and case studies. This in turn provides insights into merging trends, best practices, and successful business strategies.

4. Government Economic Data and Regulatory Publications

Governments share economic data and regulations. For instance, you get data on GDP growth, employment rates, and industry regulations. You’ll know what’s changing and how it might affect your business.

5. Academic Journals and Research Papers

These are like textbooks. They provide in-depth information about theories and analyses. With it, you can understand the “whys” behind market behaviors.

How to Conduct Secondary Research

1. Define Your Research Questions

Clearly outline what you want to know. Define specific research questions to guide your search and keep your focus sharp. Also, remember to make the questions to the point to provide a clear direction for your study.

2. Identify Your Sources

Don’t just stick to one source. Explore all the options available to get a broad view of the subject. Later, narrow down your findings to get to the precise point you have been deducing.

3. Use Online Databases Wisely

Develop a robust set of keywords related to your topic. Utilize Boolean operators ( AND, OR, NOT ) to refine your search. Experiment with various combinations to obtain the most relevant results.

4. Evaluate Your Sources

Assess the credibility of each source. Check the author’s credentials, publication date, and publisher. Peer-reviewed journals and academic institutions are usually trustworthy.

5. Take Thorough Notes

Record key points, statistics, and quotes. Note the publication details for proper citation. Organize your notes by topic for easy reference.

6. Synthesize Information

Analyze the gathered data. Identify patterns, trends, and discrepancies. Compare and contrast information from different sources to gain comprehensive insights. By doing this, you can see how different sources complement or contradict each other.

7. Validate the Information

Once you have all the information needed, properly source and add references. Any unauthorized data can cause huge differences in the decisions you make based on the insights. In the case of academic research, create a comprehensive bibliography listing all your sources.

8. Stay Curious and Keep Exploring

Research does not end with a single project. Stay curious about new developments, theories, and research findings. Continue learning to broaden your knowledge base and refine your research skills.

Types of Secondary Research

1. literature reviews.

Literature reviews involve analyzing existing academic publications, research papers, books, and articles related to the topic of study. Through literature reviews, scholars gain insights into the evolution of ideas, theories, and methodologies, providing a solid foundation for their research endeavors.

2. Content Analysis

Content analysis is a methodical examination of various media forms, such as articles, advertisements, social media posts, or documents, to extract meaningful insights. Researchers scrutinize the content to identify patterns, themes, attitudes, or trends within the material. This method is widely used in media studies, communication, and social sciences.

 3. Historical Analysis

This method allows researchers to explore the social, cultural, and political factors that have shaped societies, providing valuable context for contemporary studies. It is the meticulous study of historical documents, records, artifacts, or events to gain insights into past behaviors or trends.

4. Case Studies

Case studies delve into specific instances, organizations, or events, offering an in-depth exploration of real-life situations. Researchers analyze existing reports, documents, or publications related to the chosen case to extract valuable insights. It is widely used in business, social sciences, and medical research.

5. Surveys and Polls

Surveys and polls involve the analysis of data that is collected from diverse populations. Researchers explore data sets generated by organizations or research institutions through survey administration. They provide the quantitative data you need to make informed decisions. Moreover, they make it easy to gain insights into public opinions, attitudes, behaviors, or trends across various demographics.

Read More: How to Conduct a Survey

Pros and Cons of Secondary Research

Cost-Effectiveness: Utilizes existing data, saving on research costs. Time Efficiency: Quick access to a wide range of data. Broad Scope: Covers diverse topics and historical data. In-Depth Analysis: Enables detailed examination and exploration.

Disadvantages

Data Quality Concerns: Varied quality and potential biases in existing data. Limited Control: No control over data collection, limiting specific variables. Data Relevance: Data might not precisely align with research questions. Outdated Information: Data can become obsolete in rapidly changing fields.

Alright, before we end this, let’s talk timing! Secondary research guides you through different points of your research process. Imagine you are at the beginning, trying to go deeper into the topic. This is where it comes of use. It gives you foundational knowledge and helps you refine your questions. Then, later, when you’re digging into scholarly articles, research shows you where others have tread and where unexplored territories lie.

So, before you conduct primary research make sure you make a quick secondary research pitstop. It will not only save you time and effort but also help you understand the trends that matter, whether you’re at the beginning, middle, or even near the end of your research.

And, while you’re at it, make sure you stop by SurveySparrow and give it a try! This pitstop might be your ultimate solution.

Content Marketer at SurveySparrow

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Research Methods

Secondary research.

• Primary Research

What is Secondary Research?

Advantages and disadvantages of secondary research, secondary research in literature reviews, secondary research - going beyond literature reviews, main stages of secondary research, useful resources, using material on this page.

• Quantitative Research This link opens in a new window
• Qualitative Research This link opens in a new window
• Being Critical This link opens in a new window
• Subject LibGuides This link opens in a new window

Secondary research

Secondary research uses research and data that has already been carried out. It is sometimes referred to as desk research. It is a good starting point for any type of research as it enables you to analyse what research has already been undertaken and identify any gaps. 

You may only need to carry out secondary research for your assessment or you may need to use secondary research as a starting point, before undertaking your own primary research .

Searching for both primary and secondary sources can help to ensure that you are up to date with what research has already been carried out in your area of interest and to identify the key researchers in the field.

"Secondary sources are the books, articles, papers and similar materials written or produced by others that help you to form your background understanding of the subject. You would use these to find out about experts’ findings, analyses or perspectives on the issue and decide whether to draw upon these explicitly in your research." (Cottrell, 2014, p. 123).

Examples of secondary research sources include:.

• journal articles
• official statistics, such as government reports or organisations which have collected and published data

Primary research  involves gathering data which has not been collected before. Methods to collect it can include interviews, focus groups, controlled trials and case studies. Secondary research often comments on and analyses this primary research.

Gopalakrishnan and Ganeshkumar (2013, p. 10) explain the difference between primary and secondary research:

"Primary research is collecting data directly from patients or population, while secondary research is the analysis of data already collected through primary research. A review is an article that summarizes a number of primary studies and may draw conclusions on the topic of interest which can be traditional (unsystematic) or systematic".

Secondary Data

As secondary data has already been collected by someone else for their research purposes, it may not cover all of the areas of interest for your research topic. This research will need to be analysed alongside other research sources and data in the same subject area in order to confirm, dispute or discuss the findings in a wider context.

"Secondary source data, as the name infers, provides second-hand information. The data come ‘pre-packaged’, their form and content reflecting the fact that they have been produced by someone other than the researcher and will not have been produced specifically for the purpose of the research project. The data, none the less, will have some relevance for the research in terms of the information they contain, and the task for the researcher is to extract that information and re-use it in the context of his/her own research project." (Denscombe, 2021, p. 268)

In the video below Dr. Benedict Wheeler (Senior Research Fellow at the European Center for Environment and Human Health at the University of Exeter Medical School) discusses secondary data analysis. Secondary data was used for his research on how the environment affects health and well-being and utilising this secondary data gave access to a larger data set.

As with all research, an important part of the process is to critically evaluate any sources you use. There are tools to help with this in the  Being Critical  section of the guide.

Louise Corti, from the UK Data Archive, discusses using secondary data  in the video below. T he importance of evaluating secondary research is discussed - this is to ensure the data is appropriate for your research and to investigate how the data was collected.

There are advantages and disadvantages to secondary research:

Advantages:

• Usually low cost
• Easily accessible
• Provides background information to clarify / refine research areas
• Increases breadth of knowledge
• Shows different examples of research methods
• Can highlight gaps in the research and potentially outline areas of difficulty
• Can incorporate a wide range of data
• Allows you to identify opposing views and supporting arguments for your research topic
• Highlights the key researchers and work which is being undertaken within the subject area
• Helps to put your research topic into perspective

Disadvantages

• Can be out of date
• Might be unreliable if it is not clear where or how the research has been collected - remember to think critically
• May not be applicable to your specific research question as the aims will have had a different focus

Literature reviews 

Secondary research for your major project may take the form of a literature review . this is where you will outline the main research which has already been written on your topic. this might include theories and concepts connected with your topic and it should also look to see if there are any gaps in the research., as the criteria and guidance will differ for each school, it is important that you check the guidance which you have been given for your assessment. this may be in blackboard and you can also check with your supervisor..

The videos below include some insights from academics regarding the importance of literature reviews.

Secondary research which goes beyond literature reviews

For some dissertations/major projects there might only be a literature review (discussed above ). For others there could be a literature review followed by primary research and for others the literature review might be followed by further secondary research. 

You may be asked to write a literature review which will form a background chapter to give context to your project and provide the necessary history for the research topic. However, you may then also be expected to produce the rest of your project using additional secondary research methods, which will need to produce results and findings which are distinct from the background chapter t o avoid repetition .

Remember, as the criteria and guidance will differ for each School, it is important that you check the guidance which you have been given for your assessment. This may be in Blackboard and you can also check with your supervisor.

Although this type of secondary research will go beyond a literature review, it will still rely on research which has already been undertaken. And,  "just as in primary research, secondary research designs can be either quantitative, qualitative, or a mixture of both strategies of inquiry" (Manu and Akotia, 2021, p. 4).

Your secondary research may use the literature review to focus on a specific theme, which is then discussed further in the main project. Or it may use an alternative approach. Some examples are included below.  Remember to speak with your supervisor if you are struggling to define these areas.

Some approaches of how to conduct secondary research include:

• A systematic review is a structured literature review that involves identifying all of the relevant primary research using a rigorous search strategy to answer a focused research question.
• This involves comprehensive searching which is used to identify themes or concepts across a number of relevant studies. 
• The review will assess the q uality of the research and provide a summary and synthesis of all relevant available research on the topic.
• The systematic review  guide goes into more detail about this process (The guide is aimed a PhD/Researcher students. However, students on other levels of study may find parts of the guide helpful too).
• Scoping reviews aim to identify and assess available research on a specific topic (which can include ongoing research). 
• They are "particularly useful when a body of literature has not yet been comprehensively reviewed, or exhibits a complex or heterogeneous nature not amenable to a more precise systematic review of the evidence. While scoping reviews may be conducted to determine the value and probable scope of a full systematic review, they may also be undertaken as exercises in and of themselves to summarize and disseminate research findings, to identify research gaps, and to make recommendations for the future research."  (Peters et al., 2015) .
• This is designed to  summarise the current knowledge and provide priorities for future research.
• "A state-of-the-art review will often highlight new ideas or gaps in research with no official quality assessment." ( MacAdden, 2020).
• "Bibliometric analysis is a popular and rigorous method for exploring and analyzing large volumes of scientific data." (Donthu et al., 2021)
• Quantitative methods and statistics are used to analyse the bibliographic data of published literature. This can be used to measure the impact of authors, publications, or topics within a subject area.

The bibliometric analysis often uses the data from a citation source such as Scopus or Web of Science .

• This is a technique used to combine the statistic results of prior quantitative studies in order to increase precision and validity.
• "It goes beyond the parameters of a literature review, which assesses existing literature, to actually perform calculations based on the results collated, thereby coming up with new results" (Curtis and Curtis, 2011, p. 220)

(Adapted from: Grant and Booth, 2009, cited in Sarhan and Manu, 2021, p. 72)

• Grounded Theory is used to create explanatory theory from data which has been collected.
• "Grounded theory data analysis strategies can be used with different types of data, including secondary data." (Whiteside, Mills and McCalman, 2012)
• This allows you to use a specific theory or theories which can then be applied to your chosen topic/research area.
• You could focus on one case study which is analysed in depth, or you could examine more than one in order to compare and contrast the important aspects of your research question.
• "Good case studies often begin with a predicament that is poorly comprehended and is inadequately explained or traditionally rationalised by numerous conflicting accounts. Therefore, the aim is to comprehend an existent problem and to use the acquired understandings to develop new theoretical outlooks or explanations."  (Papachroni and Lochrie, 2015, p. 81)

Main stages of secondary research for a dissertation/major project

In general, the main stages for conducting secondary research for your dissertation or major project will include:

Click on the image below to access the reading list which includes resources used in this guide as well as some additional useful resources.

This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported License .

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4 Chapter 5 Secondary Research

Learning Objectives

By the end of this chapter, students must be able to:

• Explain the concept of secondary research
• Highlight the key benefits and limitations of secondary research
• Evaluate different sources of secondary data

What is Secondary Research?

In situations where the researcher has not been involved in the data gathering process (primary research), one may have to rely on existing information and data to arrive at specific research conclusions or outcomes. Secondary research, also known as desk research, is a research method that involves the use of information previously collected for another research purpose.

In this chapter, we are going to explain what secondary research is, how it works, and share some examples of it in practice.

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Sources of secondary data.

The two main sources of secondary data are:

• Internal sources
• External sources

Internal sources of secondary data exist within the organization. There could be reports, previous research findings, or old documents which may still be used to understand a particular phenomenon. This information may only be available to the organization’s members and could be a valuable asset.

External sources of secondary data lie outside the organization and refer to information held at the public library, government departments, council offices, various associations as well as in newspapers or journal articles.

Benefits of using Secondary Data

It is only logical for researchers to look for secondary information thoroughly before investing their time and resources in collecting primary data.  In academic research, scholars are not permitted to move to the next stage till they demonstrate they have undertaken a review of all previous studies. Suppose a researcher would like to examine the characteristics of a migrant population in the Western Sydney region. The following pieces of information are already available in various reports generated from the Australian Bureau of Statistics’ census data:

• Birthplace of residents
• Language spoken at home by residents
• Family size
• Income levels
• Level of education

By accessing such readily available secondary data, the researcher is able to save time, money, and effort. When the data comes from a reputable source, it further adds to the researchers’ credibility of identifying a trustworthy source of information.

Evaluation of Secondary Data

[1] Assessing secondary data is important. It may not always be available free of cost. The following factors must be considered as these relate to the reliability and validity of research results, such as whether:

• the source is trusted
• the sample characteristics, time of collection, and response rate (if relevant) of the data are appropriate
• the methods of data collection are appropriate and acceptable in your discipline
• the data were collected in a consistent way
• any data coding or modification is appropriate and sufficient
• the documentation of the original study in which the data were collected is detailed enough for you to assess its quality
• there is enough information in the metadata or data to properly cite the original source.

In addition to the above-mentioned points, some practical issues which need to be evaluated include the cost of accessing and the time frame involved in getting access to the data is relevant.

The infographic Secondary Sources created by Shonn M. Haren, 2015 is licensed under  a  Creative Commons Attribution 4.0 International Licence [2]

Table 2: differences between primary and secondary research.

• Griffith University n.d., Research data: get started, viewed 28 February 2022,<https://libraryguides.griffith.edu.au/finddata>. ↵
• Shonnmaren n.d., Secondary sources, viewed 28 February 2020, Wikimedia Commons, <https://commons.wikimedia.org/wiki/File:Secondary_Sources.png> ↵
• Qualtrics XM n.d., S econdary research: definition, methods and examples , viewed 28 February 2022,  <https://www.qualtrics.com/au/experience-management/research/secondary-research/#:~:text=Unlike%20primary%20research%2C%20secondary%20research,secondary%20research%20have%20their%20places>. ↵

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institution: Western Sydney University

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Secondary research, also known as a literature review , preliminary research , historical research , background research , desk research , or library research , is research that analyzes or describes prior research. Rather than generating and analyzing new data, secondary research analyzes existing research results to establish the boundaries of knowledge on a topic, to identify trends or new practices, to test mathematical models or train machine learning systems, or to verify facts and figures. Secondary research is also used to justify the need for primary research as well as to justify and support other activities. For example, secondary research may be used to support a proposal to modernize a manufacturing plant, to justify the use of newly a developed treatment for cancer, to strengthen a business proposal, or to validate points made in a speech.

Because secondary research is used for so many purposes in so many settings, all professionals will be required to perform it at some point in their careers. For managers and entrepreneurs, regardless of the industry or profession, secondary research is a regular part of worklife, although parts of the research, such as finding the supporting documents, are often delegated to juniors in the organization. For all these reasons, it is essential to learn how to conduct secondary research, even if you are unlikely to ever conduct primary research.

Secondary research is also essential if your main goal is primary research. Research funding is obtained only by using secondary research to show the need for the primary research you want to conduct. In fact, primary research depends on secondary research to prove that it is indeed new and original research and not just a rehash or replication of somebody else’s work.

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What is secondary research?

Last updated

7 February 2023

Reviewed by

Cathy Heath

In this guide, we explain in detail what secondary research is, including the difference between this research method and primary research, the different sources for secondary research, and how you can benefit from this research method.

Analyze your secondary research

Bring your secondary research together inside Dovetail, tag PDFs, and uncover actionable insights

• Overview of secondary research

Secondary research is a method by which the researcher finds existing data, filters it to meet the context of their research question, analyzes it, and then summarizes it to come up with valid research conclusions.

This research method involves searching for information, often via the internet, using keywords or search terms relevant to the research question. The goal is to find data from internal and external sources that are up-to-date and authoritative, and that fully answer the question.

Secondary research reviews existing research and looks for patterns, trends, and insights, which helps determine what further research, if any, is needed.

• Secondary research methods

Secondary research is more economical than primary research, mainly because the methods for this type of research use existing data and do not require the data to be collected first-hand or by a third party that you have to pay.

Secondary research is referred to as ‘desk research’ or ‘desktop research,’ since the data can be retrieved from behind a desk instead of having to host a focus group and create the research from scratch.

Finding existing research is relatively easy since there are numerous accessible sources organizations can use to obtain the information they need. These  include:

The internet:  This data is either free or behind a paywall. Yet, while there are plenty of sites on the internet with information that can be used, businesses need to be careful to collect information from trusted and authentic websites to ensure the data is accurate.

Government agencies: Government agencies are typically known to provide valuable, trustworthy information that companies can use for their research.

The public library: This establishment holds paper-based and online sources of reliable information, including business databases, magazines, newspapers, and government publications. Be mindful of any copyright restrictions that may apply when using these sources.

Commercial information: This source provides first-hand information on politics, demographics, and economic developments through information aggregators, newspapers, magazines, radio, blogs, podcasts, and journals. This information may be free or behind a paywall.

Educational and scientific facilities: Universities, colleges, and specialized research facilities carry out significant amounts of research. As a result, they have data that may be available to the public and businesses for use.

• Key differences between primary research and secondary research

Both primary and secondary research methods provide researchers with vital, complementary information, despite some major differences between the two approaches.

Primary research involves gathering first-hand information by directly working with the target market, users, and interviewees. Researchers ask questions directly using surveys , interviews, and focus groups.

Through the primary research method, researchers obtain targeted responses and accurate results directly related to their overall research goals.

Secondary research uses existing data, such as published reports, that have already been completed through earlier primary and secondary research. Researchers can use this existing data to support their research goals and preliminary research findings.

Other notable differences between primary and secondary research  include:

Relevance: Primary research uses raw data relevant to the investigation's goals. Secondary research may contain irrelevant data or may not neatly fit the parameters of the researcher's goals.

Time: Primary research takes a lot of time. Secondary research can be done relatively quickly.

Researcher bias: Primary research can be subject to researcher bias.

Cost: Primary research can be expensive. Secondary research can be more affordable because the data is often free. However, valuable data is often behind a paywall. The piece of secondary research you want may not exist or be very expensive, so you may have to turn to primary research to fill the information gap.

• When to conduct secondary research

Both primary and secondary research have roles to play in providing a holistic and accurate understanding of a topic. Generally, secondary research is done at the beginning of the research phase, especially if the topic is new.

Secondary research can provide context and critical background information to understand the issue at hand and identify any gaps, that could then be filled by primary research.

• How to conduct secondary research

Researchers usually follow several steps for secondary research.

1. Identify and define the research topic

Before starting either of these research methods, you first need to determine the following:

Topic to be researched

Purpose of this research

For instance, you may want to explore a question, determine why something happened, or confirm whether an issue is true.

At this stage, you also need to consider what search terms or keywords might be the most effective for this topic. You could do this by looking at what synonyms exist for your topic, the use of industry terms and acronyms, as well as the balance between statistical or quantitative data and contextual data to support your research topic.

It’s also essential to define what you don’t want to cover in your secondary research process. This might be choosing only to use recent information or only focusing on research based on a particular country or type of consumer. From there, once you know what you want to know and why you can decide whether you need to use both primary and secondary research to answer your questions.

2. Find research and existing data sources

Once you have determined your research topic , select the information sources that will provide you with the most appropriate and relevant data for your research. If you need secondary research, you want to determine where this information can likely be found, for example:

Trade associations

Government sources

Create a list of the relevant data sources , and other organizations or people that can help you find what you need.

3. Begin searching and collecting the existing data

Once you have narrowed down your sources, you will start gathering this information and putting it into an organized system. This often involves:

Checking the credibility of the source

Setting up meetings with research teams

Signing up for accounts to access certain websites or journals

One search result on the internet often leads to other pieces of helpful information, known as ‘pearl gathering’ or ‘pearl harvesting.’ This is usually a serendipitous activity, which can lead to valuable nuggets of information you may not have been aware of or considered.

4. Combine the data and compare the results

Once you have gathered all the data, start going through it by carefully examining all the information and comparing it to ensure the data is usable and that it isn’t duplicated or corrupted. Contradictory information is useful—just make sure you note the contradiction and the context. Be mindful of copyright and plagiarism when using secondary research and always cite your sources.

Once you have assessed everything, you will begin to look at what this information tells you by checking out the trends and comparing the different datasets. You will also investigate what this information means for your research, whether it helps your overall goal, and any gaps or deficiencies.

5. Analyze your data and explore further

In the final stage of conducting secondary research, you will analyze the data you have gathered and determine if it answers the questions you had before you started researching. Check that you understand the information, whether it fills in all your gaps, and whether it provides you with other insights or actions you should take next.

If you still need further data, repeat these steps to find additional information that can help you explore your topic more deeply. You may also need to supplement what you find with primary research to ensure that your data is complete, accurate, transparent, and credible.

• The advantages of secondary research

There are numerous advantages to performing secondary research. Some key benefits are:

Quicker than primary research: Because the data is already available, you can usually find the information you need fairly quickly. Not only will secondary research help you research faster, but you will also start optimizing the data more quickly.

Plenty of available data: There are countless sources for you to choose from, making research more accessible. This data may be already compiled and arranged, such as statistical information,  so you can quickly make use of it.

Lower costs:  Since you will not have to carry out the research from scratch, secondary research tends to be much more affordable than primary research.

Opens doors to further research:  Existing research usually identifies whether more research needs to be done. This could mean follow-up surveys or telephone interviews with subject matter experts (SME) to add value to your own research.

• The disadvantages of secondary research

While there are plenty of benefits to secondary research are plenty, there are some issues you should be aware of. These include:

Credibility issues: It is important to verify the sources used. Some information may be biased and not reflect or hide, relevant issues or challenges. It could also be inaccurate.

No recent information:  Even if data may seem accurate, it may not be up to date, so the information you gather may no longer be correct. Outdated research can distort your overall findings.

Poor quality: Because secondary research tends to make conclusions from primary research data, the success of secondary research will depend on the quality and context of the research that has already been completed. If the research you are using is of poor quality, this will bring down the quality of your own findings.

Research doesn’t exist or is not easily accessible, or is expensive: Sometimes the information you need is confidential or proprietary, such as sales or earnings figures. Many information-based businesses attach value to the information they hold or publish, so the costs to access this information can be prohibitive.

Should you complete secondary research or primary research first?

Due to the costs and time involved in primary research, it may be more beneficial to conduct secondary market research first. This will save you time and provide a picture of what issues you may come across in your research. This allows you to focus on using more expensive primary research to get the specific answers you want.

What should you ask yourself before using secondary research data?

Check the date of the research to make sure it is still relevant. Also, determine the data source so you can assess how credible and trustworthy it is likely to be. For example, data from known brands, professional organizations, and even government agencies are usually excellent sources to use in your secondary research, as it tends to be trustworthy.

Be careful when using some websites and personal blogs as they may be based on opinions rather than facts. However, these sources can be useful for determining sentiment about a product or service, and help direct any primary research.

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• What is secondary research: Definition, methods and examples

Defne Çobanoğlu

When there is a need to gather data on a specific subject, there is more than one method to go with. Let us say you want to do general market research or you want to know how certain individuals react to a type of advertisement. You can do your secondary market research by conducting simple secondary research following pre-determined steps.

That means, instead of doing a study and extensive research to obtain information, you go through existing published documents and databases. That will help you save precious time, money, and workforce as you analyze different sources that can hand you the information. Let us find out more about secondary research and what is different from primary research.

• Let’s start with the basics: What is secondary research?

Secondary research is a type of research where you gather the data collected by other researchers and educational institutions . Some examples of secondary research sources are books, academic journals, reports, online databases, and news articles. 

When conducting secondary research, it is crucial to critically evaluate the quality and relevance of the sources used and to consider any potential biases or irrelevancies of the data. It may be faster and easier to obtain, but you also need to make sure the results are up-to-date and accurate.

• Primary vs. secondary research

Primary research and secondary research are two different types of research. The main difference is in the source you gather the information from . Basically, when you conduct primary research, you get the data from the primary sources directly. You conduct surveys, do interviews, and manage focus groups or observations to get the information you want.

On the other hand, secondary research gets information from different data sources. These sources can be published books, articles, reports, databases, or any other sources of pre-existing data. 

Primary research is more reliable, but it is more costly and time-consuming. And Secondary research may not provide as much accuracy, but it is cheaper, quicker, and requires fewer sources. So, the method you want to go with depends on your external sources and budget.

Secondary research methods (& examples)

Secondary research is a great way of gathering information when working on a budget. It allows you to analyze existing data. There are multiple methods you can use for your secondary research. Once you know what you want to determine from your research, you can go through possible methods to find the most suitable one. Now, let us see different secondary research methods and some examples to understand them better!

1 - Collecting data from the internet

Using the endless world of the internet is one of the most used methods. It allows expanding in different parts of the world from the comfort of your chair. There are many sources you can find that are free of charge or quite reasonable. However, you should always check the authenticity of the information to ensure they are accurate.

When you want to see the effect of different colors, placements, and keywords on your next big advertisement, you can go to Google Scholar and ResearchGate. They are two of the great sources that provide previous research and look up case studies. After looking up appropriate research done on the subject, you can conclude a final result.

2 - Reviewing of government publication

This method involves accessing and reviewing government publications, such as reports or statistics, that are publicly available. You may need to pay a sum to access these publications, or they may be classified information with no access to them. They allow you to get data on a big area of subjects.

Let us say you want to expand to a new region as a possible market, and you want to know details about the people living in the area. You can look up census details of the country or town. The sites you can search are U.S. Census Bureau or UK Office for National Statistics .

3 - Doing library research

This involves researching literature, reports, and other sources in a public or private library. Academic papers, business directories, newsletters , annual reports, and other similar documents are gathered and stored in libraries in both soft and hard copies. 

When you want to see the historical views of people on a particular topic, you can conduct a literature review on the subject. For instance, if you choose a topic on sociology, you can gather all published documents on the subject of your choosing and get a result from them.

• Key steps to conduct secondary research

Secondary research involves a systematic and thorough approach to gathering and analyzing data from existing sources. One should follow these effective steps to ensure that resources are being used most efficiently. After reviewing the sources and finding the material you are after, the results can be used in decision-making and support research objectives.

1 - Define your research question or problem

When you want to start your secondary research, the first step is clearly defining your research question or problem. That way, you can identify the key information you need to gather and the relevant sources to use.

2 - Identify relevant sources

Once you have determined your research question, you need to specify the relevant sources of data and information. This may include academic journals, books, government reports, industry publications, online databases, and news articles.

3 - Evaluate the quality of the sources

It is essential to check the quality of the sources you want to use to make sure that they are up-to-date, accurate, and relevant to your research. Look for reliable sources and consider factors such as the publication date, the author's credentials, and any potential biases.

4 - Collect and analyze the data

Once you have decided on the relevant sources to work with, you can start collecting the data. This may involve taking notes, summarizing key findings, and gathering the information to draw conclusions.

5 - Interpret the data

After collecting and analyzing the data, you need to interpret the findings and draw conclusions. Consider how the information relates to your research question, and identify any patterns, trends, or gaps in the data. You may create charts, graphs, or other visual aids to help you present the data in a clear way.

• Advantages and disadvantages of secondary research

Now, we know the methods of secondary research and what exactly differentiates it from primary research. But what are the advantages and disadvantages of it? Firstly, secondary research is easily accessible as the data is already available and often involves a large sample size, which can increase the reliability and validity of the findings. Additionally, it is cost-effective and time-saving . 

When it comes to the disadvantages of secondary research, the first thing that comes to mind is the fact that the data may not always be reliable , and credibility evaluation must be performed. In addition to this, even if the data is reliable, it may not be up to date . Outdated information may do more harm than good. Lastly, the original research could be biased , which would affect the result.

In conclusion, secondary research can be a useful tool for gathering information and insights for various research projects. It is an effective method of research that has its advantages. However, researchers should carefully evaluate the quality and relevance of the data and information gathered.

There are useful online applications that can help with projects and a great one of them is forms.app! forms.app is an all-in-one type online tool that can help with research purposes and much more. Be sure to check it out today!

Defne is a content writer at forms.app. She is also a translator specializing in literary translation. Defne loves reading, writing, and translating professionally and as a hobby. Her expertise lies in survey research, research methodologies, content writing, and translation.

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Secondary Research: Definition, Methods & Examples

• August 19, 2021

The ultimate secondary research guide

Upgrade your secondary research with agile market research guide. 

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Research doesn’t only include gathering data directly from the subject matter using surveys or interviews. You can also rely on existing data to answer your research question. The use of existing data to conduct research is known as a secondary research methodology. 

In this blog, we’ll explore secondary research definitions, types, advantages, processes, and when to use them.

What is Secondary Research?

Secondary quantitative research is also known as desk research. It includes using the existing data, also known as secondary data. This existing data is then summarized and arranged to increase the overall efficacy of the research. This research method involves collecting data from the internet, government documents or resources, libraries, and other conducted research, etc.  

Secondary research is cost-effective as compared to primary research. This is because secondary research uses data that is already existing. In contrast, in primary research, the data is collected by the researcher in person or they collect it with the help of a third party on their behalf. 

Researchers use secondary research to accentuate the data points collected via primary research methods like online surveys or CATI surveys. While primary research can be costly, there are online survey tools like Voxco which allow researchers to conduct cost-effective survey research.

Read how Voxco helped Modus Research increase research efficiency with Voxco Online, CATI, IVR, and panel system.

Secondary research methods with examples.

The reason why many organizations use secondary research methods is because of their cost-effective nature. Since not every organization can pay large sums of money just for the purpose of market research, they use secondary sources of data and collate it for analysis. Hence, this is why secondary research is called “desk research” as the data for the research can be made available while sitting behind a desk.

We have highlighted some of the popularly used secondary research methods below:

1. Information available on the Internet:

The Internet has become the most popular way of collecting data for secondary research. Here, the data is readily accessible and available and can be easily downloaded with minimum effort. This data also tend to be free of cost or available at a negligible price. 

Websites also contain tons of information that can be useful for organizations and businesses. However, it is essential only to collect data from a trusted website as some websites may compromise your system’s safety. Most of the informative information is collected by market research agencies using online surveys &  market research tools.  

For example, a researcher can find out the number of people using a preferred brand of clothing by a poll conducted by an independent website online. 

2. Gathering information from government and non-government agencies:

Another source of acquiring secondary data is through government and non-government agencies. For instance, the U.S. Census Bureau has valuable demographic data that can be useful for researchers.  

Researchers may have to pay a certain amount to download or access data with these agencies. However, the data obtained is authentic, accurate, and trustworthy. Most of the information is collected using online survey tools like Voxco. 

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3. Public libraries:

Public libraries are also a rich place to gather secondary data from. They have copies of publications of research done before, which can be of good use to the researcher. They also have a wealth of documents containing important information. The services provided in one library may vary from another, though. However, commonly, libraries have documents from government publications, market research papers, business directories, and newsletters. 

4. Educational Institutions:

Gaining secondary data from educational institutions is overlooked by researchers. However, these institutes contain large amounts of market research conducted as compared to any other sector. The data collected from universities is usually for primary research. Business researchers can approach the colleges and request secondary data from them. 

5. Reviewing the existing literature

on a particular topic from online sources, libraries, or commercial databases is the most inexpensive method of collecting data. The information in these sources can help a researcher discover a hypothesis that they can test. 

Here, sources can include information from newspapers, research journals, books, government documents, annual reports published by organizations, etc. However, the authenticity of the sources needs to be considered and examined. 

Government sources can provide authentic data but may require you to pay a nominal price to acquire it. Research agencies also produce data that you can acquire at a nominal cost, and this data tends to be quantitative in nature. 

Another method that is increasing in popularity is gathering information from commercial information sources such as local newspapers, radio, TV, and magazines or journals. These commercial information sources feature market research data on economic developments in the country, political information, information about demographics, etc.

What are the Advantages of Secondary Research?

Let’s look into ways primary research differs from secondary research methodology. 

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Here are some advantages of using secondary research as your research methodology. 

1. Easy to Collect Data :

Information that is collected for secondary research is available easily. There are also various sources from which accurate and relevant data can be pooled together. Whereas in primary research, the data is collected from scratch.

2. Cost Effective :

The secondary method is less time-consuming and cost-effective because it uses data that is easily acquired and available. Only a minimum expenditure is required to obtain most of the data.

3. Reference for other studies :

Secondary research methodology gives scope and guidance to researchers to do primary research for their organization.

4.  Less Time consuming :

The secondary methodology is quicker to conduct due to the fact that data is easily available. It can be completed in a few weeks, depending on the amount of data needed or the purpose/objectives of the study.

What are the Disadvantages of Secondary Research?

Here are some limitations of the secondary research method that you must keep in mind. 

1. Questionable Credibility :

The credibility of secondary data is questionable as the data is collected from outside sources. The success of the research depends upon the quality of research conducted by previos researchers.

2. Outdated datasets :

Some secondary research data may be outdated or incompatible with the recent research objective.

3. Inconsistent data:

Gathering data from multiple secondary sources may not be standardized. This can lead to challenges in data analysis, and the inconsistencies can impact the reliability of the data. 

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How to Conduct Secondary Research?

Let’s look into four steps that you can follow to conduct secondary research. 

1. Define the topic: 

Think about the research question you want answers to. Understand what’s the aim of conducting your research and what you are looking to achieve. Use the understanding to define the research topic. 

2. Find existing sources of data:

Since this is secondary research, identify where to find data/information to answer your research question. Narrow down the sources and list people who can help you with the research. 

3. Begin data collection:

Start assessing the data sources and gather the relevant information. Make sure to check the date, the source’s credibility, and the method used by the researchers. 

Compare the data over time periods and different datasets to identify patterns and trends. 

4. Analyze data:

Evaluate the data and see if it answers your research question. Explore and dig deeper into the topic to gather all the relevant information. 

When should you use Secondary Research?

Knowing when you can use secondary research can save time and effort while also providing valuable insights. Here are some situations gathering data from secondary sources is useful. 

• Before performing primary research, you can use secondary methodology to gain a general understanding of the subject matter. 
• You can use it to gather market data, competitor analysis, and industry trends to understand the market landscape without needing time-consuming primary data collection. 
• Before entering a market or starting a new project, you can use this methodology to conduct a feasibility study. It can help you evaluate potential risks, demands, and market trends. 

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Secondary research methodology offers valuable information that can significantly impact your decision-making. The benefits of this methodology are numerous, from cost-effectiveness and time-saving to wider data sources. 

It serves as a complementary approach to primary research. This methodology allows you to expand your understanding, validate findings, conduct a feasibility study, and develop well-informed strategies. 

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Home » Secondary Data – Types, Methods and Examples

Secondary Data – Types, Methods and Examples

Table of Contents

Secondary Data

Definition:

Secondary data refers to information that has been collected, processed, and published by someone else, rather than the researcher gathering the data firsthand. This can include data from sources such as government publications, academic journals, market research reports, and other existing datasets.

Secondary Data Types

Types of secondary data are as follows:

• Published data: Published data refers to data that has been published in books, magazines, newspapers, and other print media. Examples include statistical reports, market research reports, and scholarly articles.
• Government data: Government data refers to data collected by government agencies and departments. This can include data on demographics, economic trends, crime rates, and health statistics.
• Commercial data: Commercial data is data collected by businesses for their own purposes. This can include sales data, customer feedback, and market research data.
• Academic data: Academic data refers to data collected by researchers for academic purposes. This can include data from experiments, surveys, and observational studies.
• Online data: Online data refers to data that is available on the internet. This can include social media posts, website analytics, and online customer reviews.
• Organizational data: Organizational data is data collected by businesses or organizations for their own purposes. This can include data on employee performance, financial records, and customer satisfaction.
• Historical data : Historical data refers to data that was collected in the past and is still available for research purposes. This can include census data, historical documents, and archival records.
• International data: International data refers to data collected from other countries for research purposes. This can include data on international trade, health statistics, and demographic trends.
• Public data : Public data refers to data that is available to the general public. This can include data from government agencies, non-profit organizations, and other sources.
• Private data: Private data refers to data that is not available to the general public. This can include confidential business data, personal medical records, and financial data.
• Big data: Big data refers to large, complex datasets that are difficult to manage and analyze using traditional data processing methods. This can include social media data, sensor data, and other types of data generated by digital devices.

Secondary Data Collection Methods

Secondary Data Collection Methods are as follows:

• Published sources: Researchers can gather secondary data from published sources such as books, journals, reports, and newspapers. These sources often provide comprehensive information on a variety of topics.
• Online sources: With the growth of the internet, researchers can now access a vast amount of secondary data online. This includes websites, databases, and online archives.
• Government sources : Government agencies often collect and publish a wide range of secondary data on topics such as demographics, crime rates, and health statistics. Researchers can obtain this data through government websites, publications, or data portals.
• Commercial sources: Businesses often collect and analyze data for marketing research or customer profiling. Researchers can obtain this data through commercial data providers or by purchasing market research reports.
• Academic sources: Researchers can also obtain secondary data from academic sources such as published research studies, academic journals, and dissertations.
• Personal contacts: Researchers can also obtain secondary data from personal contacts, such as experts in a particular field or individuals with specialized knowledge.

Secondary Data Formats

Secondary data can come in various formats depending on the source from which it is obtained. Here are some common formats of secondary data:

• Numeric Data: Numeric data is often in the form of statistics and numerical figures that have been compiled and reported by organizations such as government agencies, research institutions, and commercial enterprises. This can include data such as population figures, GDP, sales figures, and market share.
• Textual Data: Textual data is often in the form of written documents, such as reports, articles, and books. This can include qualitative data such as descriptions, opinions, and narratives.
• Audiovisual Data : Audiovisual data is often in the form of recordings, videos, and photographs. This can include data such as interviews, focus group discussions, and other types of qualitative data.
• Geospatial Data: Geospatial data is often in the form of maps, satellite images, and geographic information systems (GIS) data. This can include data such as demographic information, land use patterns, and transportation networks.
• Transactional Data : Transactional data is often in the form of digital records of financial and business transactions. This can include data such as purchase histories, customer behavior, and financial transactions.
• Social Media Data: Social media data is often in the form of user-generated content from social media platforms such as Facebook, Twitter, and Instagram. This can include data such as user demographics, content trends, and sentiment analysis.

Secondary Data Analysis Methods

Secondary data analysis involves the use of pre-existing data for research purposes. Here are some common methods of secondary data analysis:

• Descriptive Analysis: This method involves describing the characteristics of a dataset, such as the mean, standard deviation, and range of the data. Descriptive analysis can be used to summarize data and provide an overview of trends.
• Inferential Analysis: This method involves making inferences and drawing conclusions about a population based on a sample of data. Inferential analysis can be used to test hypotheses and determine the statistical significance of relationships between variables.
• Content Analysis: This method involves analyzing textual or visual data to identify patterns and themes. Content analysis can be used to study the content of documents, media coverage, and social media posts.
• Time-Series Analysis : This method involves analyzing data over time to identify trends and patterns. Time-series analysis can be used to study economic trends, climate change, and other phenomena that change over time.
• Spatial Analysis : This method involves analyzing data in relation to geographic location. Spatial analysis can be used to study patterns of disease spread, land use patterns, and the effects of environmental factors on health outcomes.
• Meta-Analysis: This method involves combining data from multiple studies to draw conclusions about a particular phenomenon. Meta-analysis can be used to synthesize the results of previous research and provide a more comprehensive understanding of a particular topic.

Secondary Data Gathering Guide

Here are some steps to follow when gathering secondary data:

• Define your research question: Start by defining your research question and identifying the specific information you need to answer it. This will help you identify the type of secondary data you need and where to find it.
• Identify relevant sources: Identify potential sources of secondary data, including published sources, online databases, government sources, and commercial data providers. Consider the reliability and validity of each source.
• Evaluate the quality of the data: Evaluate the quality and reliability of the data you plan to use. Consider the data collection methods, sample size, and potential biases. Make sure the data is relevant to your research question and is suitable for the type of analysis you plan to conduct.
• Collect the data: Collect the relevant data from the identified sources. Use a consistent method to record and organize the data to make analysis easier.
• Validate the data: Validate the data to ensure that it is accurate and reliable. Check for inconsistencies, missing data, and errors. Address any issues before analyzing the data.
• Analyze the data: Analyze the data using appropriate statistical and analytical methods. Use descriptive and inferential statistics to summarize and draw conclusions from the data.
• Interpret the results: Interpret the results of your analysis and draw conclusions based on the data. Make sure your conclusions are supported by the data and are relevant to your research question.
• Communicate the findings : Communicate your findings clearly and concisely. Use appropriate visual aids such as graphs and charts to help explain your results.

Examples of Secondary Data

Here are some examples of secondary data from different fields:

• Healthcare : Hospital records, medical journals, clinical trial data, and disease registries are examples of secondary data sources in healthcare. These sources can provide researchers with information on patient demographics, disease prevalence, and treatment outcomes.
• Marketing : Market research reports, customer surveys, and sales data are examples of secondary data sources in marketing. These sources can provide marketers with information on consumer preferences, market trends, and competitor activity.
• Education : Student test scores, graduation rates, and enrollment statistics are examples of secondary data sources in education. These sources can provide researchers with information on student achievement, teacher effectiveness, and educational disparities.
• Finance : Stock market data, financial statements, and credit reports are examples of secondary data sources in finance. These sources can provide investors with information on market trends, company performance, and creditworthiness.
• Social Science : Government statistics, census data, and survey data are examples of secondary data sources in social science. These sources can provide researchers with information on population demographics, social trends, and political attitudes.
• Environmental Science : Climate data, remote sensing data, and ecological monitoring data are examples of secondary data sources in environmental science. These sources can provide researchers with information on weather patterns, land use, and biodiversity.

Purpose of Secondary Data

The purpose of secondary data is to provide researchers with information that has already been collected by others for other purposes. Secondary data can be used to support research questions, test hypotheses, and answer research objectives. Some of the key purposes of secondary data are:

• To gain a better understanding of the research topic : Secondary data can be used to provide context and background information on a research topic. This can help researchers understand the historical and social context of their research and gain insights into relevant variables and relationships.
• To save time and resources: Collecting new primary data can be time-consuming and expensive. Using existing secondary data sources can save researchers time and resources by providing access to pre-existing data that has already been collected and organized.
• To provide comparative data : Secondary data can be used to compare and contrast findings across different studies or datasets. This can help researchers identify trends, patterns, and relationships that may not have been apparent from individual studies.
• To support triangulation: Triangulation is the process of using multiple sources of data to confirm or refute research findings. Secondary data can be used to support triangulation by providing additional sources of data to support or refute primary research findings.
• To supplement primary data : Secondary data can be used to supplement primary data by providing additional information or insights that were not captured by the primary research. This can help researchers gain a more complete understanding of the research topic and draw more robust conclusions.

When to use Secondary Data

Secondary data can be useful in a variety of research contexts, and there are several situations in which it may be appropriate to use secondary data. Some common situations in which secondary data may be used include:

• When primary data collection is not feasible : Collecting primary data can be time-consuming and expensive, and in some cases, it may not be feasible to collect primary data. In these situations, secondary data can provide valuable insights and information.
• When exploring a new research area : Secondary data can be a useful starting point for researchers who are exploring a new research area. Secondary data can provide context and background information on a research topic, and can help researchers identify key variables and relationships to explore further.
• When comparing and contrasting research findings: Secondary data can be used to compare and contrast findings across different studies or datasets. This can help researchers identify trends, patterns, and relationships that may not have been apparent from individual studies.
• When triangulating research findings: Triangulation is the process of using multiple sources of data to confirm or refute research findings. Secondary data can be used to support triangulation by providing additional sources of data to support or refute primary research findings.
• When validating research findings : Secondary data can be used to validate primary research findings by providing additional sources of data that support or refute the primary findings.

Characteristics of Secondary Data

Secondary data have several characteristics that distinguish them from primary data. Here are some of the key characteristics of secondary data:

• Non-reactive: Secondary data are non-reactive, meaning that they are not collected for the specific purpose of the research study. This means that the researcher has no control over the data collection process, and cannot influence how the data were collected.
• Time-saving: Secondary data are pre-existing, meaning that they have already been collected and organized by someone else. This can save the researcher time and resources, as they do not need to collect the data themselves.
• Wide-ranging : Secondary data sources can provide a wide range of information on a variety of topics. This can be useful for researchers who are exploring a new research area or seeking to compare and contrast research findings.
• Less expensive: Secondary data are generally less expensive than primary data, as they do not require the researcher to incur the costs associated with data collection.
• Potential for bias : Secondary data may be subject to biases that were present in the original data collection process. For example, data may have been collected using a biased sampling method or the data may be incomplete or inaccurate.
• Lack of control: The researcher has no control over the data collection process and cannot ensure that the data were collected using appropriate methods or measures.
• Requires careful evaluation : Secondary data sources must be evaluated carefully to ensure that they are appropriate for the research question and analysis. This includes assessing the quality, reliability, and validity of the data sources.

Advantages of Secondary Data

There are several advantages to using secondary data in research, including:

• Time-saving : Collecting primary data can be time-consuming and expensive. Secondary data can be accessed quickly and easily, which can save researchers time and resources.
• Cost-effective: Secondary data are generally less expensive than primary data, as they do not require the researcher to incur the costs associated with data collection.
• Large sample size : Secondary data sources often have larger sample sizes than primary data sources, which can increase the statistical power of the research.
• Access to historical data : Secondary data sources can provide access to historical data, which can be useful for researchers who are studying trends over time.
• No ethical concerns: Secondary data are already in existence, so there are no ethical concerns related to collecting data from human subjects.
• May be more objective : Secondary data may be more objective than primary data, as the data were not collected for the specific purpose of the research study.

Limitations of Secondary Data

While there are many advantages to using secondary data in research, there are also some limitations that should be considered. Some of the main limitations of secondary data include:

• Lack of control over data quality : Researchers do not have control over the data collection process, which means they cannot ensure the accuracy or completeness of the data.
• Limited availability: Secondary data may not be available for the specific research question or study design.
• Lack of information on sampling and data collection methods: Researchers may not have access to information on the sampling and data collection methods used to gather the secondary data. This can make it difficult to evaluate the quality of the data.
• Data may not be up-to-date: Secondary data may not be up-to-date or relevant to the current research question.
• Data may be incomplete or inaccurate : Secondary data may be incomplete or inaccurate due to missing or incorrect data points, data entry errors, or other factors.
• Biases in data collection: The data may have been collected using biased sampling or data collection methods, which can limit the validity of the data.
• Lack of control over variables: Researchers have limited control over the variables that were measured in the original data collection process, which can limit the ability to draw conclusions about causality.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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• Study Protocol
• Open access
• Published: 28 August 2024

A National Dental Practice-Based Research Network phase II, cluster-randomized clinical trial assessing nicotine replacement therapy sampling in dental settings: study protocol for the Free Samples for Health (FreSH) study

• Pearl Fang 1 ,
• Melissa Adkins-Hempel 1 ,
• Tamara Lischka 2 ,
• Sarah Basile 3 ,
• D. Brad Rindal 3 ,
• Matthew J. Carpenter 4 , 5 ,
• Dorota T. Kopycka-Kedzierawski 6 ,
• Jennifer Dahne 4 , 5 ,
• Sarah A. Helseth 7 ,
• Douglas E. Levy 8 , 9 ,
• Arthur Truong 2 ,
• Michael C. Leo 2 ,
• Kimberly Funkhouser 2 ,
• David R. Louis 10 ,
• Sandra J. Japuntich 1 , 11 , 12 , 13 &

The National Dental PBRN Collaborative group

BMC Oral Health volume  24 , Article number:  1007 ( 2024 ) Cite this article

Metrics details

Cigarette smoking has major detrimental effects on oral health. Tobacco interventions in dental settings are effective, but rarely delivered. The American Dental Hygienists Association recommends that oral health providers: Ask patients about tobacco use, Advise quitting tobacco use, and Refer to state quitlines (Ask-Advise-Refer; AAR). While AAR connects patients to counseling, it does not directly connect patients to medication. Nicotine replacement therapy sampling (NRTS) is an empirically supported intervention to provide starter packs of nicotine replacement therapy (NRT) to people who smoke. NRTS combined with AAR could be an effective tobacco treatment intervention for dental settings.

This manuscript describes the study protocol for the Free Samples for Health (FreSH) study, a group randomized clinical trial testing the effectiveness of NRTS + AAR vs. AAR alone on long-term smoking abstinence. Fifty dental practices in the Midwest and Northeast nodes of the National Dental Practice-Based Research Network are randomly assigned to provide AAR and either a 2-week supply of 14-mg nicotine patches and 4-mg nicotine lozenges (NRTS condition) or an electric toothbrush (ET condition). Approximately 1,200 patients who currently smoke—regardless of interest in quitting— are recruited during dental visits. Participants complete a baseline survey in-person, then after visit, 1-, 3-, and 6-month follow-up surveys remotely. The primary outcome is carbon monoxide-confirmed 7-day point prevalence abstinence from combustible tobacco measured at 6 months post-enrollment. Secondary outcomes include: 24-h intentional quit attempts, change in cigarettes smoked per day, NRT utilization, attitudes toward NRT, intention to use NRT, and intention to quit smoking. A key informant process evaluation and cost effectiveness analysis will provide information for future implementation of NRTS.

This is the first clinical trial to assess the effectiveness of NRTS on promoting smoking cessation in dental settings. If effective, this treatment could be implemented to increase the provision of smoking cessation interventions in dental settings to provide an additional treatment access point for people who smoke.

Trial Registration.

Registered at ClincalTrials.gov (NCT05627596) on 11/25/2022.

Cigarette smoking is highly detrimental to health, including oral health, contributing to oral cancer, periodontal diseases, tooth loss, and bone loss; and decreasing the effectiveness of oral health treatments [ 1 , 2 , 3 , 4 ]. Dental practices are ideal settings for tobacco intervention. About half of adults who smoke visit a dentist annually [ 5 ] and the majority of patients who smoke would be motivated to make a quit attempt if encouraged by a dental practitioner [ 6 ]. Tobacco interventions delivered in dental settings including brief advice and nicotine replacement therapy increase abstinence by 2.7 times compared to usual care [ 7 ]. Despite the evidence of effectiveness, tobacco cessation treatments are rarely delivered in the oral health domain [ 8 ]. Novel approaches are needed in oral health settings to encourage use of evidence-based tobacco cessation treatment.

The American Dental Hygienists Association’s recommended intervention for tobacco use in oral healthcare settings is Ask-Advise-Refer (AAR): oral health professionals should Ask every patient about tobacco use at every visit, Advise patients using tobacco to quit, and Refer patients who use tobacco to state quitlines [ 9 ]. While AAR connects patients to counseling, it does not directly connect patients to pharmacotherapy. An estimate of only 11% to 31% of patients who smoke and visited the dentist in 2010 reported that they were advised to quit, and only 4% were advised to use tobacco cessation medication [ 5 ].

Tobacco cessation medication is underutilized. Fewer than one-third of people who smoke have used medication in support of a quit attempt and less than 10% have received counseling [ 10 ]. Among the 7 FDA-approved tobacco cessation medications, nicotine replacement therapies (NRT) are the most widely used [ 11 ]. Over-the-counter NRT is best suited for distribution within dental practices, where practitioners have limited time and may not have received training around prescription-only medications. NRT reduces withdrawal and cravings and meta-analytic evidence from 100 + trials shows a doubling of long-term abstinence [ 12 ].

Nicotine replacement therapy sampling (NRTS) is defined as providing short, starter packs of NRT [ 13 ]. NRTS is distinct from a full course of NRT: the intent is to engage smokers in the process of quitting, without an expectation to quit immediately [ 13 ]. It is designed to reduce barriers to obtaining and heighten the acceptance of NRT and enhance motivation and self-efficacy. It is rooted in marketing research, which shows that free samples increase positive opinions about and use of products [ 14 ]. NRTS can induce quit attempts even in those unmotivated to quit [ 15 ]. A clinical trial of NRTS in primary care clinics found that NRTS increased quit attempts, use of smoking cessation medications, and smoking abstinence at 6 months post-intervention compared to standard care [ 13 , 16 ]. NRTS is a good fit for dental settings because providing samples of products that improve oral health and addressing tobacco use are both routine parts of dental care.

In this manuscript, we describe the protocol for the Free Samples for Health (FreSH) study. The primary study hypothesis is that providing a 2-week supply of nicotine replacement therapy samples (nicotine patch and nicotine lozenge) will result in higher biochemically confirmed abstinence 6 months later than a cost-matched oral health related sample (electric toothbrushes).

Methods/design

Participants, interventions, outcomes, trial design.

The FreSH study is a phase 2 cluster randomized effectiveness trial. AAR + NRTS is compared to enhanced usual care (AAR + electric toothbrush; ET) in a target sample size of 1,200 patients who smoke combustible cigarettes recruited from approximately 50 dental practices in the National Dental Practice-Based Research Network (National Dental PBRN; See Fig.  1 ) [ 17 , 18 ]. The FreSH study is registered with ClinicalTrials.gov (NCT05627596) and has been approved by the University of Alabama at Birmingham IRB (#300010014), which serves as the central IRB for the National Dental PBRN. The Standard Protocol Items for Clinical Trials (SPIRIT) criteria guided the present protocol; see Appendix 1 for checklist [ 19 , 20 ].

High level study flow

Study setting

The FreSH study is being conducted at 50 dental practices across the Midwest and Northeast Regions of the National Dental PBRN [ 18 ]. The National Dental PBRN is a community of participating dental practices and organizations, including private and group practices, public health clinics, community health centers, and federally qualified health centers [ 21 ]. The network was established in 2005 and includes over 7,500 participating dentists, hygienists, and other oral health professionals [ 17 , 22 ]. The National Dental PBRN is funded by the National Institute of Dental and Craniofacial Research (NIDCR) and operates across six regional nodes and a specialty node; its National Coordinating Center (NCC) is based at Kaiser Permanente in Oregon and the Administrative Resource Center (ARC) is based at the University of Alabama at Birmingham (UAB). Practitioner-investigators provide input on the design, conduct, and/or analysis of studies to increase relevance to real-world care.

Eligibility criteria

Practitioner eligibility criteria include being a dentist of any specialty, dental therapist, or dental hygienist who is a member or who is willing to become a member of the National Dental PBRN; willing to consent patients to the study and provide enrollment and intervention procedures; and expects to remain in their current practice for the next year.

Patient eligibility criteria. Inclusion criteria are: 18 years old or older (except in Nebraska, where the age of consent is ≥ 19 years), and smoking at least 1 combustible cigarette per day, 25 days per month. Exclusion criteria are: does not own a smart phone with internet access; unwilling to receive study emails and text messages; past week use of tobacco cessation medication; or report of contraindications for NRT, including myocardial infarction or stroke in the past 3 months or current pregnancy/breastfeeding.

Interventions

Ask-advise-refer (aar).

Practitioners in both study arms administer AAR to patients [ 9 ]. This involves asking patients about tobacco use, advising those using tobacco to quit, and referring the participant to the state quitline, electronically or via fax.

Enhanced usual care (Electric Toothbrush; ET)

Practices assigned to the enhanced usual care condition (AAR + ET) provide participants with a Philips Sonicare Electric Toothbrushes ($43 value). ETs were selected to incentivize participation in enhanced usual care practices. Prior to providing the ET to enrolled patients, practitioners spend 1–3 min instructing patients how to use the ET via a written script. Written instructions are also provided.

Nicotine Replacement Therapy Sampling (NRTS)

Practices assigned to the NRTS condition (AAR + NRTS) provide participants with a “starter pack” (2-week supply) of over-the-counter NRT, consisting of a box of 14 mg nicotine patches (14 count) and a box of 4 mg lozenges (81 count; $46 value). Prior to dispensing samples, practitioners spend 1–3 min reviewing instructions with the patient, via a script (Appendix 2). Written instructions are also provided.

Participant withdrawal or discontinuation of study interventions

Reasons for participant withdrawal are documented. Patient participants are instructed by study staff to discontinue use of the patch and/or lozenge entirely if a severe reaction (e.g., a reaction requiring medical attention) develops. A study physician is on call to make determinations regarding discontinuations of study interventions.

Patient participant study assessments

Patient participant assessments occur at 5 timepoints: baseline (during routine dental visit), immediately following the intervention visit (within 72 h) and 1, 3, and 6 months following the baseline visit (see Table  1 ). Participants are compensated $20 for each survey they complete, except the baseline survey ($80 for all surveys). The baseline survey is self-administered immediately following enrollment, using the study-provided tablet. Participants are emailed and/or texted (participant preference) a direct link to all other follow-up surveys on the first date of their follow-up window. If an assessment is not completed, study staff send the survey link every day, switching between their preferred and non-preferred contact method, for up to 5 days. Participants who do not respond via email or text will be called and offered the opportunity to complete the survey by phone.

Primary outcome and measure

The primary outcome is carbon monoxide (CO) confirmed 7-day point prevalence abstinence (PPA) from combustible tobacco at 6 months post-baseline, measured through a self-report item using a modified timeline follow-back procedure [ 16 , 23 , 24 ]. Biochemical verification is established using the iCO quit personal CO monitor [ 25 ]. Those who report abstinence on all 7 days prior to the 6 month follow-up and have a CO test result of < 6 ppm are classified as abstinent. Those who report any combustible tobacco use in the past 7 days or have a CO result > 6 ppm are classified as non-abstinent.

Secondary outcomes and measures

Self-reported 7-day PPA from combustible tobacco is also assessed at 1 and 3 months post-baseline, using the same modified timeline follow back procedure [ 16 , 23 , 24 ].

Twenty-four-hour intentional quit attempts reflect intentional periods of abstinence due to a quit attempt (not abstinence due to other reasons such as hospitalization, etc.). This is assessed via self-report single survey item from the Phenx toolkit [ 26 , 27 ] on the 1, 3 and 6 month follow-up surveys.

Smoking heaviness (cigarettes per day) is measured at baseline and at 1, 3 and 6 month follow-up surveys [ 28 , 29 ].

Treatment targets

Cessation medication utilization is measured via self-report survey items assessing use of all 7 FDA approved smoking cessation medications at 1, 3, and 6 months post-intervention (yes, no, prefer not to answer) [ 16 ].

Attitudes towards NRT (safety and efficacy) are measured via self-report survey items at baseline, 1, 3, and 6 months post-baseline. We assess participants’ perceptions of NRT efficacy and safety [ 16 ] on 5-point Likert-scales, [ 30 ] where higher scores indicate greater efficacy/safety [ 13 , 31 , 32 , 33 ].

Intention to use NRT is measured at baseline and at 1-, 3-, and 6-month follow-up. Intention to use the nicotine patch and nicotine lozenge is assessed using 2 items regarding intentions to use nicotine patch and nicotine lozenge in one of 5 categories (currently using, plan to use in the next 30 days, plan to use in the next 6 months, may use some day, will never use).

Intention to quit smoking is assessed at baseline, 1, 3 and 6 months using a self-report survey item from the PHENX toolkit where participants report if they are considering quitting in the next 30 days, the next 6 months, or not in the next 6 months [ 26 , 27 ].

Sample characteristic variables

Demographic variables are collected at baseline, including biological sex, gender, ethnicity, race, age, income, health and dental insurance status, and geographic region [ 34 , 35 , 36 , 37 , 38 ].

Smoking history is assessed at baseline. We assess smoking heaviness (i.e., total cigarettes per day) [ 28 , 29 ], average time (minutes) to first cigarette in the morning, [ 39 , 40 , 41 ] count of previous lifetime quit attempts, [ 27 , 42 ] past cessation treatment utilization, [ 16 ] interest in quitting and confidence to quit, [ 43 , 44 ] interest in quitting and confidence to quit. [ 43 , 44 ].

Oral health is assessed at baseline and all follow-ups and includes assessing toothbrushing habits (frequency of brushing, [ 45 , 46 ] type of toothbrush), and perceived oral health status [ 47 , 48 ].

Process evaluation measures

Feasibility and acceptability of NRTS are measured 3 ways:

Surveys: to assess acceptability, patients complete the client satisfaction questionnaire [ 49 ] regarding the FreSH study interventions during the after-visit survey.

Readiness to implement NRTS is measured for NRTS practitioners using the Organizational Readiness to Implement Change measure [ 50 ] and the Acceptability of Intervention Measure, the Appropriateness of Intervention measure, and Feasibility of Intervention measure [ 51 ] prior to and following site data collection. To allow examination of implementation variables by practitioner characteristics, we assess provider sex, gender identity, age, race, ethnicity, [ 34 , 35 , 36 , 37 , 38 ] job role, years in practice, and years at current practice.

Interviews: 10–12 patients, 10–12 dentists and 10–12 other staff (e.g., hygienists, dental therapists) in study sites assigned to the NRTS condition participate interviews at the end of site data collection regarding the feasibility and acceptability of the NRTS intervention.

Administrative data: We assess acceptability by the number of patient participants offered the intervention who accept it. We also collect the costs of the intervention including staff time, costs of printed materials, and costs of NRT to assess cost effectiveness.

Practitioner fidelity to the AAR intervention is assessed during the patient after-visit survey with 7 items that map on to AAR including asking if the participant smokes, asking about readiness to quit smoking, discussing cessation medications, recommending cessation medications, providing medication samples, and referring to the state quitline [ 13 , 16 ]. Practitioners also attest to having provided the interventions (AAR plus sample distribution) on the tablet as part of the intervention data collection.

Sample size

The sample size and power calculations pertain to the primary outcome biochemically verified abstinence from combustible tobacco at 6 months post quit. With a sample size of 1200 and a cluster size of 24, the study was designed to have acceptable (> 80%) power to detect a difference in CO-verified quit rates of 5.5 percentage points, and good power (> 90%) for effect sizes of 6.5 percentage points or higher. Sample size estimates account for 11% lost to follow-up/withdrawal among patients. The calculations were informed by a study of nicotine replacement therapy sampling in primary care and assume an intraclass correlation coefficient of 0.013 and a CO-confirmed quit rate of 4.7% in the ET arm [ 13 , 16 ]. This is somewhat lower than in the usual care condition from the primary care trial because it is more common for primary care physicians than for oral health professionals to prescribe NRT [ 5 ].

Recruitment

Practitioner recruitment.

Network practitioners in the Midwest and Northeast regional nodes are approached for interest in study participation by node via webinars, newsletters, announcements at network meetings, email blasts, direct mail campaigns, and directly targeting practitioners with existing relationships with node coordinators.

Practitioner training

Interested and eligible practitioners complete human subjects training and good clinical practice training, as well as a live or pre-recorded training about AAR adapted from Rx for Change [ 52 ]. They then complete a live training regarding condition-specific study procedures and are given quick guides (which include an outline of study procedures) as well as a manual of operating procedures. Practitioners deliver the study interventions via a script provided on study tablets.

Patient recruitment

Practitioners or practice staff approach consecutive adult patients with a chart-documented smoking history regardless of interest in cessation and invite them to participate. Patients interested in the study undergo a self-screening process, which takes place on a tablet computer. Patients read a study description and indicate interest. Then they complete an eligibility screen. Interested and eligible participants complete an electronic written informed consent via REDCap [ 53 , 54 ] electronic data capture tools hosted at the NCC. A Health Information Portability and Accountability Act (HIPAA) authorization form is completed on paper or electronically (depending on the regional IRB requirements). Then participants complete the baseline assessment. Upon completion, instructions on the screen direct patients to return the tablet to clinic staff who then provide the study intervention.

Assignment of interventions

The NCC Data Manager, who has no contact with participants or practices, conducts randomization. Practices are randomized to NRTS or ET with a 1:1 allocation (approximately 25 practices per condition). Condition assignment is stratified by practice-level patient demographic data (highest percentage minority race/ethnicity vs. lowest) and practice payer mix (highest vs. lowest public insurance/free care) reported when the practitioner enrolls in the National Dental PBRN. We use block randomization with permutated block sizes of 2 and 4. Randomization occurs once the practice has completed all activities required for onboarding.

Blinding of practitioners, participants, and study staff engaged in data collection is not possible, due to evident differences between the conditions. However, surveys are conducted primarily electronically. In a minority of cases, study staff may administer the survey by phone. An external researcher with no relationship with the study practices or participants will perform the statistical analysis.

Data collection, management, and analysis

Data collection methods.

Participant data collection is centralized. Survey data are collected using the REDCap [ 53 , 54 ] platform administered by the NCC. CO data are collected via the iCOquit personal CO monitor. Upon completion of the 6-month survey, participants who report abstinence are overnight mailed the iCOquit device. Along with the device, participants receive instructions on how to download the Bedfont Scientific iCOquit app [ 25 ] onto their smartphone, a deidentified username and password, instructions on how to self-administer the CO breath test, and an information sheet explaining the meaning of their result. Participants are encouraged to complete the test within 24 h of receiving the CO monitor. Participants who do not complete the test receive daily reminders via text, email, or phone. Participants are paid $50 for the completion of the CO test. Study staff log into the iCOquit app to receive the result and enter it into the study database. Interviews are completed by phone and audio recorded for later transcription. Practitioner time use for cost analysis is automatically logged as they work through the study procedures on the study tablet.

Data management

All data are managed centrally at the NCC. Survey data are managed in REDCap. The NCC generates reports on data completeness and accuracy as well as protocol compliance on an ongoing basis. Data quality is assessed using measures such as time from study visit to data entry, time to resolution of data queries, number of missing forms, and proportion of all study variables queried. Interview data is transcribed and uploaded on an electronic file share system.

Statistical methods

To test the primary hypothesis, that NRTS will produce more 6-month abstinence than ET, we compare treatment groups with respect to the primary outcome (i.e., biologically verified 7-day PPA from use of combusted tobacco at 6 months) using generalized hierarchical linear modeling [ 55 , 56 , 57 ] with a binomial distribution and logit link (aka mixed effects logistic regression) that account for the clustering of individual observations within dental practices, while adjusting for various patient and practice related factors [ 58 , 59 ].This same model framework is used to examine the secondary outcomes of abstinence at 1 month and abstinence at 3 months and whether there was a quit attempt at 1, 3, or 6 months. To determine whether the intervention had an effect on secondary outcomes, (e.g., smoking heaviness) over time, we use hierarchical linear modeling.

We test whether NRT utilization, perceptions of NRT effectiveness and safety, intent to use NRT, and intent to quit mediate the relationship between study group (ET vs NRTS) and smoking abstinence using a cross-lagged panel model (CLPM) in a structural equation modeling (SEM) framework [ 60 , 61 ].

With regard to survey data relating to implementation, we will report on descriptive statistics of the full sample and as they relate to demographic variables.

With regard to missing data, for the primary outcome, participants who do not complete a follow-up assessment or CO test will be coded as non-abstinent. However, we will also consider sensitivity analyses using multiple imputation and complete case analysis. For longitudinal outcomes, we rely on the direct maximum likelihood approach used in the hierarchical linear model to handle missing data.

To evaluate readiness for future implementation, we conduct a qualitative analysis of stakeholder interviews. Deductive codes are drawn from the interview questions; inductive codes capture concepts that emerge from the interviews. Two coders will independently code the transcripts and meet to resolve discrepancies. A qualitative expert will conduct a framework matrix analysis [ 62 ] to identify the most effective ways to organize the content and logistics of conducting the trial to help guide our trial protocol [ 62 , 63 ].

Finally, we conduct a cost effectiveness analysis (CEA) to calculate the incremental cost-per-quit and cost-per-quit [ 64 ]. The incremental cost-per-quit of NRTS vs. ET is estimated as: (Total costs at follow-up for NRTS participants—Total costs at follow-up for ET participants)/(Total successful quits at follow-up for NRTS participants—Total successful quits at follow-up for ET participants).

NIDCR determined this study did not require a Data Safety and Monitoring Board or a medical monitor due to the minimal risk of the intervention and the streamlined electronic data collection.

Safety monitoring for this study will focus on Unanticipated Problems (UPs) involving risks to participants, including unanticipated problems that meet the definition of a Serious Adverse Event (SAE). Practitioners are trained to direct any participants reporting AEs to Hennepin Healthcare Research Institute study staff and will alert study staff of any reports of AEs. Adverse events (AEs) to study medication are queried in the 1-, 3-, and 6-month follow-up assessments. AEs, including SAEs, are recorded, and the principal investigator (PI) will review these events to grade severity, relationship to the study intervention, and assess whether the nature, severity, or frequency is unexpected. Safety events are recorded and reported into the National Dental PBRN safety event reporting system maintained by the NCC and to the IRB if the events are determined to be both unexpected and related to the study intervention.

The potential risks of the study are: (1) risk of negative reaction to study procedures, (2) risk of breach of confidentiality or loss of privacy, (3) risk of nicotine replacement therapy side effects, (4) risk of negative reactions to the electric toothbrush.

The NCC developed a data management system for study collection and safety event reporting. Study progress and safety is reviewed monthly by the PI via reports provided by the NCC.

Questionnaire data is obtained electronically through the NCC-managed study-specific electronic data system (REDCap). The RedCAP provides: 1) an intuitive interface for validated data entry; 2) audit trails for tracking data manipulation; 3) access to study datasets that can be imported into common statistical packages; and 4) procedures for importing data from external sources.

Ethics and dissemination

Research ethics approval.

The protocol, informed consent form, recruitment materials, and all participant materials have been approved by the sIRB (University of Alabama at Birmingham; sIRB #300,010,014). Any modification to the protocol will be approved by the sIRB before implementation (See Table  2 for major protocol amendments; current protocol version 3.0; 8/18/23).

For participating patients, an electronic written, informed consent form is completed via REDCap (Appendix 3). HIPAA information as required by state law is shared with the patient. The practitioner or appropriate trained office staff explain the research study to the patient and answer any questions that may arise. The rights and welfare of the patients is protected by emphasizing to them that the quality of their clinical care will not be adversely affected if they decline to participate in this study.

Providers who agree to be part of the key informant process evaluation receive a study fact sheet and completion of study surveys and/or interviews. A waiver of documentation of informed consent has been obtained.

Confidentiality

No information is given to anyone without permission from the subject. Confidentiality is assured by use of identification codes linked to the subject. HIPAA guidelines of all Network clinical sites are followed. A certificate of confidentiality has been issued for this study.

Availability of data

The NCC is responsible for creating publicly available data and resources following the completion of the study. The protocol, data dictionaries, a de-identified dataset(s), and key study publications will be posted on the National Dental PBRN public website.

Approximately 47.1 million U.S. adults currently use a tobacco product [ 65 ]. Cigarette smoking has detrimental oral health effects [ 1 , 2 , 3 ]. While previous studies of tobacco treatment interventions in oral healthcare settings were effective at increasing abstinence, [ 7 ] few oral healthcare providers address their patients’ smoking and even fewer recommend cessation medication [ 5 ]. This is the first study to assess the effectiveness of nicotine replacement therapy sampling as a tobacco treatment intervention on smoking abstinence and other oral health factors in a dental setting.

We considered other possible designs when developing this protocol. We considered randomizing by the patient vs. the practice to increase power and decrease sample size. We selected randomization at the practice level to reduce contamination (e.g., a practitioner being excited about NRT and recommending it to patients in the enhanced usual care condition) and potential errors delivering the wrong samples. Another design decision was regarding intervention duration. We decided against providing a full course of NRT for several reasons. (1) quitline research suggests that 2-week provision of NRT is as effective for cessation as a full course, (2) Not all patients who are given NRT will use it. Providing a 2-week supply will increase reach due to reduced per patient cost. Furthermore, in previous studies many patients who received a sample of NRT obtained additional NRT on their own (19–26%) [ 66 ]. In the United States, the Affordable Care Act requires smoking cessation medication to be covered by insurance without co-pay if prescribed. The median duration of NRT use is ≤ 2 weeks despite package instructions [ 67 ].

The study design has limitations. First, we only include patients who have smart phones because the CO assessment device requires use with a smart phone. There is a concern that this could limit participation amongst low-income patients. In 2021, 85% of the US population owned smartphones including 76% of people with an income less than $30,000 per year. [ 68 ] There are some generalizability concerns in that National Dental PBRN practitioners are a self-selected group who may be more interested in NRTS than the general population of dentists. In addition, we are only recruiting from the Northeast and Midwest regions. However, previous research has shown that PBRN practices are similar to US dental practices [ 69 ].

The results of this study may reduce barriers to obtaining and heightening the acceptance of NRT by enhancing motivation and self-efficacy. NRTS, when added to the American Dental Hygienist's Association AAR model during routine dental care could leverage a novel point of intervention with smokers. If effective and acceptable to practitioners and patients, this study could support a new model for distributing medication treatments for smoking cessation to patients.

Availability of data and materials

No datasets were generated or analysed during the current study.

Abbreviations

Ask-Advise-Refer

Adverse event

Administrative Resource Center

Cost effectiveness analysis

Comparative Fit Index

Cross-lagged panel model

Electronic data system

Free Samples for Health

Health Information Portability and Accountability Act

Intraclass correlation coefficient

National Coordinating Center

National Institute of Dental and Craniofacial Research

• Nicotine replacement therapy
• Nicotine replacement therapy sampling

PPA in the ET group

PPA in the NRT group

Principal Investigator

Point Prevalence Abstinence

Quality adjusted life year

Root mean square error of approximation

Serious adverse event

Structural equation modeling

University of Alabama

Unanticipated problem

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Acknowledgements

We would like to acknowledge Michael Dunbar, Zachary Predmore, and Erika Bloom for their help designing the study protocol and for preparatory work for the current trial. We’d like to acknowledge the National Dental PBRN investigators and staff for their guidance in developing the study protocol.

This study is supported by grants from the National Institute of Dental & Craniofacial Research (UH3-DE-029973, U19-DE-028717 and U01-DE-028727). Address: 9000 Rockville Pike, Bethesda, Maryland 20892. Email: [email protected]. Phone: 1–866-232–4528. The content of this manuscript is solely the responsibility of the authors and does not necessarily represent the official views of the National Institutes of Health.

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SJJ, MJC, JD, DKK, DL & DBR contributed to the conception of this trial. SJJ, MJC, JD, DKK, DL, DBR, PF, MAH, TL, SB, AT, MCL, KF, and DRL contributed to the design of the trial. SB, AT, TL, DRL, and MCL contributed to the data acquisition and analysis plan. All authors have approved the submitted version and have agreed both to be personally accountable for the author's own contributions and to ensure that questions related to the accuracy or integrity of any part of the work, even ones in which the author was not personally involved, are appropriately investigated, resolved, and the resolution documented in the literature.

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Fang, P., Adkins-Hempel, M., Lischka, T. et al. A National Dental Practice-Based Research Network phase II, cluster-randomized clinical trial assessing nicotine replacement therapy sampling in dental settings: study protocol for the Free Samples for Health (FreSH) study. BMC Oral Health 24 , 1007 (2024). https://doi.org/10.1186/s12903-024-04758-w

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Designing a Context-Driven Problem-Solving Method with Metacognitive Scaffolding Experience Intervention for Biology Instruction

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• Merga Dinssa Eticha   ORCID: orcid.org/0009-0008-9263-3273 1 , 2 ,
• Adula Bekele Hunde 3 &
• Tsige Ketema 1  

Learner-centered instructional practices, such as the metacognitive strategies scaffolding the problem-solving method for Biology instruction, have been shown to promote students’ autonomy and self-direction, significantly enhancing their understanding of scientific concepts. Thus, this study aimed to elucidate the importance and procedures of context analysis in the development of a context-driven problem-solving method with a metacognitive scaffolding instructional approach, which enhances students’ learning effectiveness in Biology. Therefore, the study was conducted in the Biology departments of secondary schools in Shambu Town, Oromia Region, Ethiopia. The study employed mixed-methods research to collect and analyze data, involving 12 teachers and 80 students. The data collection tools used were interviews, observations, and a questionnaire. The study revealed that conducting a context analysis that involves teachers, students, and learning contexts is essential in designing a context-driven problem-solving method with metacognitive scaffolding for Biology instruction, which provides authentic examples, instructional content, and engaging scenarios for teachers and students. As a result, the findings of this study provide a practical instructional strategy that can be applied to studies aimed at designing a context-driven problem-solving method with metacognitive scaffolding with the potential to influence instructional practices.

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Introduction

Biology is a vital subject in the Natural Sciences and enables learners to understand the mechanisms of living organisms and their practical applications for humans (Agaba, 2013 ). Therefore, Biology instruction requires interactive, learner-centered instructional methods like the problem-solving method with metacognitive scaffolding (PSMMS), which foster students to develop critical thinking, problem-solving, metacognitive, and scientific process skills (Al Azmy & Alebous, 2020 ; Inel & Balim, 2010 ) and help them make informed decisions regarding health and the environment, thereby advancing scientific knowledge (Aurah et al., 2011 ).

Although the focus is on students acquiring scientific knowledge and higher-order thinking skills (Senyigit, 2021 ), research revealed gaps in implementing the PSMMS in Biology, mainly due to the teachers’ limited experience in learner-centered methods (Agena, 2010 ; Beyessa, 2014 ), poor enhancement practices (MoE, 2019 ), tendency to use conventional problem-solving approaches (Aurah et al., 2011 ), and limited understanding of the roles of metacognition in instructional processes (Cimer, 2012 ). On the other hand, there is limited study on the importance of metacognitive instruction in scaffolding the problem-solving method in Biology, although it has a significant impact on students’ performance in mathematics and logical reasoning (Guner & Erbay, 2021 ).

In addition, metacognitive instructional strategies in primary school sciences and the contributions of metacognitive instructional intervention in developing countries are other areas where limited research has been done (Sbhatu, 2006). These challenges offer a study ground for investigating the intervention of metacognitive instructional methods in secondary schools, focusing on the problem-solving method in Biology. This study, therefore, aims to answer the research question, “How can context analysis be used to design a context-driven PSMMS and suggest PSMMS instructional guidelines to enhance students’ effective Biology learning?”

Theoretical Background

The problem-solving method.

The problem-solving method is a learner-centered approach that focuses on identifying, investigating, and solving problems (Ahmady & Nakhostin-Ruhi, 2014 ). The problem-solving method in Biology promotes advanced and critical thinking skills, enhancing students’ attitudes, academic performance, and subject understanding (Albay, 2019 ; Khaparde, 2019 ). Research has shown that students who learn using the problem-solving method outperform those who are taught conventionally (Nnorom, 2019 ). Studies have discussed that the problem-solving method encourages experimentation or learning through trial-and-error and also facilitates a constructivist learning environment by encouraging brainstorming and inquiry (e.g., Ishaku, 2015).

Metacognition

Metacognition, introduced by John Flavell in 1976, refers to an individual’s awareness, critical thinking, reflective judgment, and control of cognitive processes and strategies (Tachie, 2019 ). It consists of two main components, namely metacognitive knowledge and metacognitive regulation (Lai, 2011 ). Metacognitive knowledge involves understanding one’s own thinking, influencing performance, and effective use of methods through declarative, procedural, and conditional knowledge (Schraw et al., 2006 ; Sperling et al., 2004 ), while metacognitive regulation is about controlling thought processes and monitoring cognition, which involves planning, implementing, monitoring, and evaluating strategies (Aaltonen & Ikavalko, 2002 ; Zumbrunn et al., 2011 ).

Metacognitive instructional strategies are used to enhance learners’ effectiveness and support their learning process during the stages of forethought, performance, and self-reflection (Okoro & Chukwudi, 2011 ; Zimmerman, 2008 ). Therefore, metacognitive scaffolding, as described by Zimmerman ( 2008 ), is important in classroom interventions because it promotes problem-solving processes and supports metacognitive activities. According to Sbhatu (2006), understanding metacognitive processes and methods is fundamental for complex problem-solving tasks. Metacognitive functions are categorized based on the phases of the problem-solving method, including problem recognition, presentation, planning, execution, and evaluation (Kapa, 2001 ).

PSMMS in the Face of Globalization and Twenty-First Century Advancements

In the twenty-first century, societies rely on scientific and technological advances, and promoting scientific literacy is crucial for their integration into interactive learning environments (Chu et al., 2017 ). Studies suggest that science, technology, engineering, and mathematics (STEM) education promotes critical thinking, creativity, and problem-solving skills (Widya et al., 2019 ). Therefore, teachers should adopt a learning science and learner-centered approach and focus on higher-order thinking skills and problem-based tasks (Darling-Hammond et al., 2020 ; Nariman, 2014).

The implementation of metacognitive strategies as a scaffold system for the problem-solving method, which simultaneously fosters the development of higher-order skills in their Biology learning, helps students advance in the age of globalization and the twenty-first century. According to Chu et al. ( 2017 ), twenty-first century skills are classified into four categories, such as ways of thinking, ways of working, tools for working, and ways of living in an advanced world. Therefore, studies suggest that teachers can help students develop twenty-first century skills and influence learning through metacognition, thereby promoting self-directed learning (Stehle & Peters-Burton, 2019 ; Tosun & Senocak, 2013 ).

The Problem-Solving Method and Metacognition in Biology Instruction in Ethiopia

The National Education and Training Policy emphasizes the importance of education, particularly in science and technology, in improving problem-solving skills, cultural development, and environmental conservation for holistic development (ETP, 1994 ). Similarly, the 2009 Ethiopian Education Curriculum Framework Document highlights higher-order skills as key competencies and promotes the application, analysis, synthesis, evaluation, and innovation of knowledge for the twenty-first century (MoE, 2009 ). Whereas, a third revision of the curriculum is needed to promote science and technology studies with an emphasis on advanced cognitive skills and a shift from teacher-centered to learner-centered instructional methods (MoE, 2020 ).

The 2009 curriculum framework also places a strong emphasis on Biology as a life science, promoting understanding of self and living things while encouraging critical thinking and problem-solving. Biology lessons that integrate the problem-solving method can enhance students’ academic performance and understanding of the subject (Agaba, 2013 ). However, the Ethiopian education system faces challenges due to limited instructional resources, poor instructional methods, and a lack of experience in practical (hands-on) activities (Eshete, 2001; ETP, 1994 ; MoE, 2005 ; Negash, 2006 ). On the other hand, teachers’ inability to demonstrate effective instructional practices may contribute to low academic performance (Ganyaupfu, 2013 ; Umar, 2011 ).

Challenges in Implementing the PSMMS in Biology Instruction

Metacognitive processes are crucial for guiding learners in problem-solving activities (Sbhatu, 2006), but assessing them can be challenging due to their covert nature (Georghiades, 2000 ). Just like other areas of study, implementing metacognitive scaffolding of the problem-solving method in Biology instruction faces challenges such as complex learning, outdated skills, self-study, overloaded curricula, and limited resources, as shown in Table  1 .

Context Analysis in the Design of the PSMMS for Biology Instruction

Biology lessons are designed for different contexts and consider factors such as the learning environment, prior knowledge, background information, and cultural orientation (Reich et al., 2006 ). For this study, the three domains of context analysis (learners, learning, and learning task contexts) of Smith and Ragan’s (2005) instructional design model (as cited in Getenet, 2020 ) are adapted to design a context-based PSMMS method to generate authentic examples, strong scenarios, and instructional content, as shown in Table  2 .

Research Design

The study analyzed the learning context, including the available instructional resources and facilities in selected schools in Shambu Town, considering teachers’ and students’ perspectives using a mixed-methods research design (Creswell, 2009 ; Creswell & Creswell, 2018 ).

Study Participants

The study was conducted in public secondary schools in Shambu Town. Two schools, namely Shambu Secondary and Preparatory School (ShSPS) and Shambu Secondary School (ShSS), were selected using purposive sampling. Additionally, two Natural Sciences grade 11 sections, one from each school, were selected for instructional intervention based on feedback from context analysis to design an instructional approach, specifically the PSMMS in this study. Thus, all 12 Biology teachers and 80 eleventh-grade students participated in this study (see Table  4 ).

Data Collection Instruments and Procedure

To analyze the contexts to design a context-driven PSMMS for Biology instruction, data were collected using interviews, observations, and a questionnaire. Interviews were conducted to get insights from teachers, while observations were used to assess classroom instructions and instructional resources. Likewise, a questionnaire was administered to students to collect quantitative data on their opinions about the use of PSMMS in Biology instruction. The questionnaire, which was adapted from existing literature (Kallio et al., 2017 ; Rahmawati et al., 2018 ), was initially produced in English and subsequently translated into local language (Afan Oromo) with the help of both software (English to Oromo translator software) and experts. The questionnaire was pilot-tested on a sample of 40 students (22 males and 18 females) to identify any deficiencies in the measuring instrument, and responses were rated on a five-point Likert scale ranging from strongly agree ( N  = 5) to strongly disagree ( N  = 1). The reliability score of the questionnaire was determined to be 0.895, which is at a good level of acceptability.

In this design-based research (DBR) to design an instructional approach for context-driven PSMMS, the data collection process follows a context analysis procedure. Subsequently, the quantitative data collection method is based on the qualitative approach. Accordingly, assessing the context and literature was the first step in the research process. The qualitative approach used interviews and observations for data collection and was also used to identify instructional deficiencies and formulate questions for quantitative data collection.

Data Analysis

This context-based study used both qualitative and quantitative methods to analyze the data collected. In this context-based study, data analysis was conducted on the complex networks of contextual components (Wang & Hannafin, 2005 ). According to Table  2 , the domains of context analysis and key themes that emerged and were applied in this study are listed in Table  3 .

Qualitative data included interviews and notes recorded on the observation checklist. These were analyzed through thematic categorization. Each record was first transcribed, imported into Excel for filtering, and then sent back to Microsoft Word for highlighting. The transcripts were read several times to get a feel for the whole thing. The observation checklist was assessed by watching video recordings and taking notes. However, SPSS software version 24.0 was used to analyze quantitative data using descriptive and inferential statistics, including frequency, percentage, mean, standard deviation, and one-sample t-test.

Results and Discussions

In the study, a total of 12 Biology teachers participated, with 11 males and one female. As displayed in Table  4 , 41.67% of the teacher participants were from ShSPS, while 58.33% were from ShSS. The majority of these teachers had master’s degrees and had over ten years of teaching experience. As for the students involved, 52.5% were from ShSS and 47.5% were from ShSPS. The sex ratio among the students was 51.25% males and 48.75% females (Table  4 ).

Teachers’ Context Analysis

Beliefs about the practices of using the psmms in biology instruction.

The study analyzed teachers’ beliefs about the importance of the PSMMS in Biology instruction. Accordingly, most teachers interviewed (10 out of 12) stated that PSMMS improves students’ learning by enhancing their thinking skills, subject understanding, self-directed learning techniques, and behavior change, suggesting that it has a significant impact on students’ learning. About this, the study participant gave the following illustrative response:

In my opinion, using PSMMS in Biology classes improves students’ higher-order thinking skills by allowing them to understand and articulate problems in their context, stimulate reflection, and promote practical application knowledge (Teacher 4, ShSPS).

Concerning supportive learning, most of the teachers (nine out of 12) believed that it could enhance students’ engagement despite challenges in understanding and learning. About this, research participants said the following:

The PSMMS provides an engaging approach to Biology learning that promotes students’ active engagement and strengthens their awareness and understanding of the objectives and concepts they are expected to understand (Teacher 1, ShSS). Despite the challenge, I believe that using metacognitive scaffolding in the problem-solving method will help students develop their critical thinking skills. In addition, both teachers and students enjoy participating in the teaching-learning process in a classroom environment that is conducive to learning (Teacher 4, ShSPS).

The majority of teachers (eight out of 12) interviewed about PSMMS in Biology instruction argued that it is not commonly used in classrooms and instead relies on established methods like group discussions, pre-learning questions, projects, and quizzes. Some sample responses from teachers are:

The problem-solving method augmented by metacognition is crucial to learning Biology, although students and teachers have limited experience. However, motivated students using this strategy can make the Biology learning experience attractive (Teacher 2, ShSPS). Most students find learning Biology through the PSMMS a tiresome activity and believe that it is too challenging to achieve their learning goals (Teacher 1, ShSPS). The inability to implement the PSMMS in Biology learning experiences is attributed to inadequate laboratory equipment, teaching aids, and school facilities (Teacher 7, ShSS). On some occasions, I provide students with classwork, plans for implementing teaching strategies, arrange group discussions, and assist them in practicing subject-related skills. I then provide background information, promote class engagement, guide responses to questions, assess students’ existing knowledge and goals, provide relevant comments, and guide their thinking (Teacher 4, ShSPS).

Based on the results of the data analysis, it was found that teachers’ perceptions of the importance of the PSMMS to students’ Biology learning contributed significantly to the analysis of the learning context. Accordingly, the contribution of the PSMMS was to enhance students’ Biology learning by improving their critical thinking and learning experiences. Consistent with these findings, teachers’ positive beliefs about classroom problem-solving processes influence their approach to effective Biology teaching (Ishaku, 2015), and integrating metacognitive classroom interventions improves student learning, as evidenced by changes in conceptual learning and problem-solving skills (Guterman, 2002 ; Howard et al., 2001 ).

Observation of Teachers’ Classroom Instruction

The classroom instructional situation was observed to examine the effectiveness of PSMMS for Biology instruction. Consequently, teachers’ use of the PSMMS in Biology lessons was observed. According to the observation checklist, a total of 12 lessons, each lasting 40 minutes, were audited. The first step was to examine teachers’ daily lesson plans. Objectives were found to center predominantly on cognitive domains, neglecting higher-order problem-solving and metacognitive skills. This was evident from the use of terms such as “understand,” “know,” “write,” “explain,” and “describe” in the lesson plan objectives, which hold little significance for teaching Biology using the PSMMS. This finding is consistent with previous research (Chandio et al., 2016 ; Hyder & Bhamani, 2016 ) showing that the objectives of classroom lesson plans often focus on the lower cognitive domain, indicating lower-level knowledge acquisition.

Observing how teachers deliver lessons in the classroom revealed that they often require students to participate in group discussions, which they believe is a learner-centered approach. However, student engagement was limited, and the details of the tasks that students were expected to discuss were not outlined. Additionally, in the lessons observed, teachers failed to engage students, connect theory with practical applications, or support activity-based learning. On the other hand, teachers still have limited opportunities to assess understanding through targeted questions and encourage the use of critical thinking skills. Only oral questions, tests, or quizzes are used as an assessment method. These results were contradictory to the findings of other researchers’ studies, such as Ahmady and Nakhostin-Ruhi ( 2014 ) and Ishaku (2015), where teachers’ classroom lesson delivery is based on students’ constructivist and learner-centered environment acquiring advanced and critical thinking skills from Biology lessons.

The observation raised further questions regarding multimodal lesson delivery, revealing the use of visual representations of figures and diagrams in addition to the usual lecture style (auditory), raising additional concerns about multimodal instructional delivery. Therefore, there was no way to verify whether students had acquired the required higher-order skills, such as problem-solving and metacognitive skills, during their Biology learning. This finding contradicts the findings of Syofyan and Siwi’s ( 2018 ) research, which claims that students’ learning approaches are influenced by their sensory experiences. Consequently, students employ all their senses to capture information when teachers employ visual, auditory, and kinesthetic learning styles.

Students’ Context Analysis

The section presents the results of students’ responses collected using survey questions. Using a questionnaire with a five-point Likert scale ranging from strongly agree to strongly disagree (5 = strongly agree, 4 = agree, 3 = neutral, 2 = disagree, and 1 = strongly disagree), the impact of using PSMMS in Biology learning practices on students’ problem-solving and metacognitive skills was examined. The questionnaire had a response rate of 80 out of 98 (81.63%), indicating satisfactory status and acceptable use of the instrument. Therefore, in students’ responses to the survey questions on Biology learning practices using the PSMMS, there is significant ( p  < 0.05) variation across all dimensions of the items (M = 4.32, SD = 1.30), with mean scores above 4 indicating general students’ agreement with most items listed in Table  5 .

Regarding the problem-solving skills (Items 1–5) that students would acquire in their Biology learning practices using the PSMMS in Biology lessons, the strongest agreement was to investigate and identify the most effective problem-solving strategies (Item 4, M = 4.25, SD = 1.11), followed by creating the framework and design of the problem-solving activities (Item 2, M = 4.05, SD = 1.16), appropriately evaluating the results and providing alternative solutions to the problems (Item 5, M = 3.91, SD = 1.21), and identifying the problem in the problem sketch and interpreting the final result (Item 1, M = 3.90, SD = 1.28). On the other hand, students typically expressed less positive views about the PSMMS’s use of Biology instruction to enhance laboratory knowledge and problem-solving skills (Item 3, M = 3.25, SD = 1.57), despite significant differences in response patterns (Table  5 ).

Concerning students’ responses to the questionnaire items on metacognitive skills (Items 6–15) acquired in their Biology learning practices using the PSMMS, Table  5 shows that the most positive item states that the use of the PSMMS helps set clear learning objectives (Item 7, M = 4.36, SD = 1.09) and evaluates success by asking how well they did (Item 15, M = 4.29, SD = 1.10). Students tended to be less positive about learning Biology using the PSMMS, which is used to create examples and diagrams to make information more meaningful (Item 9, M = 3.83, SD = 1.21), despite the wide range of response patterns (Table  5 ). As a result, using PSMMS in Biology instruction helps students learn essential planning (Items 6–8), implementing (Items 9 and 10), monitoring (Items 11 and 12), and evaluating (Items 13–15) strategies for practice and to learn real-world applications of Biology (Table  5 ).

After data analysis of students’ responses to the survey questions, it was found that the PSMMS instructional approach is effective in helping students acquire problem-solving and metacognitive skills in their Biology learning practices. However, teachers’ responses, classroom observations, and resource availability indicated that the PSMMS approach was not effectively used to improve students’ problem-solving skills and strategies in Biology learning. The study highlights the disadvantages of shortages of laboratory facilities and large class sizes when implementing learner-centered practices in schools. These issues are supported by Kawishe’s (2016) study. Additionally, the PSMMS was not effectively applied in Biology instruction, resulting in students’ inability to develop metacognitive strategies and skills. Therefore, as studies have shown, students face challenges in acquiring metacognitive knowledge and regulation, which are crucial for the development of higher-order thinking skills in Biology learning (Aaltonen & Ikavalko, 2002 ; Lai, 2011 ).

Learning Context Analysis

This section presents the learning context analysis of PSMMS-based Biology instruction for two aspects, namely the availability of instructional resources in laboratories and pedagogical centers and the challenges in implementing the PSMMS in Biology instruction at Shambu Secondary and Preparatory School (ShSPS) and Shambu Secondary School (ShSS). Each is described below.

Availability of Instructional Resources in the Laboratories and Pedagogical Centers

In this section, a physical observation was conducted to assess the availability of instructional resources in Biology laboratories and pedagogical centers. The observation checklists were used to examine the impacts of their availability on Biology instruction using PSMMS.

Concerning the observations of the laboratory resources, it was noted that the two schools have independent Biology laboratories, but their functioning is hindered by poor organization, display tables, and a lack of water supply and waste disposal systems, as shown in Table  6 . Some basic laboratory equipment and chemicals, including dissecting kits, centrifuges, measuring cylinders, protein foods, sodium hydroxide solution, 1% copper (II) sulfate solution, gas syringes, and hydrogen peroxide, are missing. One school, ShSS, has only seven resources out of 20 identified for observation, making it difficult to conduct laboratory activities (Table  6 ).

Regarding the observations of instructional or teaching resources in the pedagogical centers, the results are shown in Table  7 . The results showed that there were no independent or autonomous pedagogical centers in the two schools; instead, they used the Biology department offices as a pedagogical center and kept some teaching and learning aids there. On the other hand, only DNA and RNA models were accessible in ShSPS, while models of DNA and RNA as well as illustrations depicting the organization of animal cell structures were available in ShSS (Table  7 ).

Challenges of Using the PSMMS in Biology Instruction

In this case, the results of interviews with teachers and survey results from students about the challenges they encountered when using the PSMMS in Biology instruction were used. The results of teachers’ and students’ responses are described below.

Teachers’ interview responses regarding the challenges they encountered in implementing the PSMMS in Biology instruction served as the basis for teachers’ perspectives . With the exception of two teachers who gave insignificant responses, the other teachers’ responses were categorized thematically. Therefore, Table  8 contains the response categories by themes, the number of respondents (N), and examples of responses. According to most teachers ( N  = 10), there is a lack of the required up-to-date knowledge, skills, and experience, and for other teachers ( N  = 7), there are shortages of equipment and chemicals (in Biology laboratories) as well as instructional aids (in pedagogical centers), which are challenges of using the PSMMS in Biology instruction. They also mentioned that challenging factors, such as the high student-teacher ratio and time constraints ( N  = 4), students’ deficiency of knowledge and attitudes towards learning ( N  = 3), and problems with school administrative functions ( N  = 1), have an impact on how well students learn Biology while using the PSMMS instructional approach (Table  8 ).

Students’ perspectives , however, were based on their responses to survey questions concerning the challenges of using the PSMMS in Biology lessons, as shown in Table  9 below. The study found statistically significant ( p  < 0.05) differences across the five-item dimensions, with an average mean of 3.62 and a standard deviation of 1.36. Consequently, mean scores above 3 indicated that students agreed with the challenges of implementing the PSMMS in Biology instruction (Table  9 ).

As shown in Table  9 , the majority of students identified two key challenges to successfully implementing the PSMMS in their learning. These are shortages of instructional resources (Item 2, M = 3.56, SD = 1.39) and student difficulty in connecting their prior knowledge with Biological concepts (Item 1, M = 3.44, SD = 1.42). On the other hand, students responded that their teachers had the knowledge and awareness to conduct instructional processes using the PSMMS (Item 4, M = 3.95, SD = 1.22) and had the skills and competence to conduct instructional processes using the PSMMS (Item 5, M = 3.98, SD = 1.35). Table  9 also shows that, despite significant differences in response patterns, students generally had a negative opinion about the dominance of some students in collaborative work (Item 3, M = 3.16, SD = 1.43).

According to the analyzed data, one of the challenging factors was that teachers often lack the required knowledge and skills to facilitate learning, scaffold it, and successfully implement PSMMS in Biology instruction. In contrast, Belland et al. ( 2013 ) suggested that instructional scaffolds increase students’ autonomy, competence, and intimacy, which improves their motivation and enables them to identify appropriate challenges. The other challenging factor that influenced the use of the PSMMS in Biology instruction was the shortage of instructional resources and facilities. Consistent with the studies of Daganaso et al. ( 2020 ) and Kawishe (2016), the use of the PSMMS for Biology instruction faces challenges due to inadequate instructional resources, time constraints, and large class sizes. However, as Eshete (2001) describes, students lack the importance of instructional resources, as instructional resources are necessary for students to learn Biology effectively as they are essential for a deeper understanding of science.

Generally, the important findings from the analyses of the teachers, learners, and learning contexts and their implications for design principles are summarized in Table  10 .

Conclusions

In this study, contexts (teachers, students, and learning) were analyzed with the aim of designing a context-driven problem-solving method with metacognitive scaffolding (PSMMS) for Biology instruction. Despite the potential benefits of the PSMMS, the findings of the current study indicate that the use of the PSMMS instructional approach faces challenges. These challenges include teachers’ lack of the required up-to-date knowledge and skills, students’ lack of awareness and positive attitude towards learning, an overloaded curriculum, scarcity of resources, large class sizes, and problems with school administrative functions. The study emphasizes the significance of context analysis in the design of an effective PSMMS instructional method for enhancing students’ learning in Biology. This analysis provides useful information for providing pertinent examples, practical content, and context-driven instruction.

The context-driven instructional design approach, using the PSMMS, addresses problems in teachers’ effectiveness, students’ effective learning, and the establishment of supportive teaching and learning environments. This approach considers the performance of both teachers and students, as well as the learning environment, including the availability of instructional resources. Consequently, this study concludes that understanding the needs of teachers in relation to the PSMMS can help both teachers and educational policymakers design a system that is well-suited to their specific requirements. Additionally, it can help students use their practical skills as well as establish connections between their prior knowledge and the Biology concepts they are learning. This process has the potential to generate innovative systems for applying the PSMMS instructional approach, with teachers serving as facilitators and students actively engaging and taking responsibility for their own learning progress.

The study investigated the importance of incorporating target groups into the design of the PSMMS for Biology instruction. The study’s empirical findings support the notion that the PSMMS should provide regular learning opportunities and foster the active engagement of teachers. The study also emphasizes the need to consider learning contexts while designing the PSMMS for Biology instruction that is deeply rooted in its particular context, as effective principles applied in one context could not yield the same results in another context. The study suggests that this strategy is particularly useful in developing countries like Ethiopia, where there is limited experience with metacognitive strategies to scaffold the problem-solving method in Biology instruction. As a result, the authors recommend expanding the target audience, considering the national context, and incorporating metacognitive knowledge and regulation strategies in designing context-driven PSMMS for secondary school Biology instruction.

Data Availability

The authors confirm that the results of this study are available in the article and its supplementary material, and raw data can be obtained from the corresponding author upon reasonable request.

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Acknowledgements

The authors would like to thank the teachers and students of Shambu Secondary Schools, Jimma University, and Shambu College of Teachers Education for their invaluable contributions in terms of information, resources, and financial support.

This editorial has not received financial support from any funding organizations.

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College of Natural Sciences, Department of Biology, Jimma University, Jimma, Ethiopia

Merga Dinssa Eticha & Tsige Ketema

Department of Biology, Shambu College of Teachers Education, Shambu, Ethiopia

Merga Dinssa Eticha

Department of Curriculum and Instructional Sciences, Kotebe University of Education, Addis Ababa, Ethiopia

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Contributions

Merga Dinssa Eticha : Conceptualization, Methodology, Validation, Formal analysis, Investigation, Resources, Writing-original draft, Writing-review and editing.

Adula Bekele Hunde : Conceptualization, Methodology, Validation, Investigation, Supervision, Writing-review and editing.

Tsige Ketema : Conceptualization, Methodology, Validation, Investigation, Supervision, Writing-review and editing.

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Correspondence to Merga Dinssa Eticha .

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Eticha, M.D., Hunde, A.B. & Ketema, T. Designing a Context-Driven Problem-Solving Method with Metacognitive Scaffolding Experience Intervention for Biology Instruction. J Sci Educ Technol (2024). https://doi.org/10.1007/s10956-024-10107-x

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Accepted : 27 February 2024

Published : 27 August 2024

DOI : https://doi.org/10.1007/s10956-024-10107-x

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