what is the importance of books in research

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Why use Books in your Research?

Books are great sources for information.

In books, you will find:

• in-depth coverage of a subject
• overview of a big topic
• background information
• lists of additional sources, or bibliography

You don’t need to read a book cover to cover for research .  You can focus on a chapter or section of a book that fits your needs, and use that instead.

Academic books are often a collection of discrete essays.  You only need to read the essays that are relevant to your topic.

To determine which sections will be most useful to you, use the:

• Table of contents  at the front of the book.  This will list the chapters or sections that are included and give you a general idea of what topics are covered in the book and how it is arranged.
• Index  at the back with an alphabetical list of names, events, locations, and subjects included in the book.  Use the index to identify which parts will be most useful.  It’s also a good idea to browse the index for helpful  keywords  to use for your searches.

Keep in mind, books can take a long time to go from an author’s brain to the library shelf.  If you are looking for the most recent information on a very new topic, you might be better off using an article.

Portland State University Library has both print and digital (eBooks) books for you to use.  Sometimes, we even have both print and digital versions of the same books!

Your Research Journey at Portland State University Library Copyright © 2020 by Amy Stanforth is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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What Is Research, and Why Do People Do It?

• Open Access
• First Online: 03 December 2022

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• James Hiebert 6 ,
• Jinfa Cai 7 ,
• Stephen Hwang 7 ,
• Anne K Morris 6 &
• Charles Hohensee 6  

Part of the book series: Research in Mathematics Education ((RME))

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Abstractspiepr Abs1

Every day people do research as they gather information to learn about something of interest. In the scientific world, however, research means something different than simply gathering information. Scientific research is characterized by its careful planning and observing, by its relentless efforts to understand and explain, and by its commitment to learn from everyone else seriously engaged in research. We call this kind of research scientific inquiry and define it as “formulating, testing, and revising hypotheses.” By “hypotheses” we do not mean the hypotheses you encounter in statistics courses. We mean predictions about what you expect to find and rationales for why you made these predictions. Throughout this and the remaining chapters we make clear that the process of scientific inquiry applies to all kinds of research studies and data, both qualitative and quantitative.

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Part I. What Is Research?

Have you ever studied something carefully because you wanted to know more about it? Maybe you wanted to know more about your grandmother’s life when she was younger so you asked her to tell you stories from her childhood, or maybe you wanted to know more about a fertilizer you were about to use in your garden so you read the ingredients on the package and looked them up online. According to the dictionary definition, you were doing research.

Recall your high school assignments asking you to “research” a topic. The assignment likely included consulting a variety of sources that discussed the topic, perhaps including some “original” sources. Often, the teacher referred to your product as a “research paper.”

Were you conducting research when you interviewed your grandmother or wrote high school papers reviewing a particular topic? Our view is that you were engaged in part of the research process, but only a small part. In this book, we reserve the word “research” for what it means in the scientific world, that is, for scientific research or, more pointedly, for scientific inquiry .

Exercise 1.1

Before you read any further, write a definition of what you think scientific inquiry is. Keep it short—Two to three sentences. You will periodically update this definition as you read this chapter and the remainder of the book.

This book is about scientific inquiry—what it is and how to do it. For starters, scientific inquiry is a process, a particular way of finding out about something that involves a number of phases. Each phase of the process constitutes one aspect of scientific inquiry. You are doing scientific inquiry as you engage in each phase, but you have not done scientific inquiry until you complete the full process. Each phase is necessary but not sufficient.

In this chapter, we set the stage by defining scientific inquiry—describing what it is and what it is not—and by discussing what it is good for and why people do it. The remaining chapters build directly on the ideas presented in this chapter.

A first thing to know is that scientific inquiry is not all or nothing. “Scientificness” is a continuum. Inquiries can be more scientific or less scientific. What makes an inquiry more scientific? You might be surprised there is no universally agreed upon answer to this question. None of the descriptors we know of are sufficient by themselves to define scientific inquiry. But all of them give you a way of thinking about some aspects of the process of scientific inquiry. Each one gives you different insights.

Exercise 1.2

As you read about each descriptor below, think about what would make an inquiry more or less scientific. If you think a descriptor is important, use it to revise your definition of scientific inquiry.

Creating an Image of Scientific Inquiry

We will present three descriptors of scientific inquiry. Each provides a different perspective and emphasizes a different aspect of scientific inquiry. We will draw on all three descriptors to compose our definition of scientific inquiry.

Descriptor 1. Experience Carefully Planned in Advance

Sir Ronald Fisher, often called the father of modern statistical design, once referred to research as “experience carefully planned in advance” (1935, p. 8). He said that humans are always learning from experience, from interacting with the world around them. Usually, this learning is haphazard rather than the result of a deliberate process carried out over an extended period of time. Research, Fisher said, was learning from experience, but experience carefully planned in advance.

This phrase can be fully appreciated by looking at each word. The fact that scientific inquiry is based on experience means that it is based on interacting with the world. These interactions could be thought of as the stuff of scientific inquiry. In addition, it is not just any experience that counts. The experience must be carefully planned . The interactions with the world must be conducted with an explicit, describable purpose, and steps must be taken to make the intended learning as likely as possible. This planning is an integral part of scientific inquiry; it is not just a preparation phase. It is one of the things that distinguishes scientific inquiry from many everyday learning experiences. Finally, these steps must be taken beforehand and the purpose of the inquiry must be articulated in advance of the experience. Clearly, scientific inquiry does not happen by accident, by just stumbling into something. Stumbling into something unexpected and interesting can happen while engaged in scientific inquiry, but learning does not depend on it and serendipity does not make the inquiry scientific.

Descriptor 2. Observing Something and Trying to Explain Why It Is the Way It Is

When we were writing this chapter and googled “scientific inquiry,” the first entry was: “Scientific inquiry refers to the diverse ways in which scientists study the natural world and propose explanations based on the evidence derived from their work.” The emphasis is on studying, or observing, and then explaining . This descriptor takes the image of scientific inquiry beyond carefully planned experience and includes explaining what was experienced.

According to the Merriam-Webster dictionary, “explain” means “(a) to make known, (b) to make plain or understandable, (c) to give the reason or cause of, and (d) to show the logical development or relations of” (Merriam-Webster, n.d. ). We will use all these definitions. Taken together, they suggest that to explain an observation means to understand it by finding reasons (or causes) for why it is as it is. In this sense of scientific inquiry, the following are synonyms: explaining why, understanding why, and reasoning about causes and effects. Our image of scientific inquiry now includes planning, observing, and explaining why.

We need to add a final note about this descriptor. We have phrased it in a way that suggests “observing something” means you are observing something in real time—observing the way things are or the way things are changing. This is often true. But, observing could mean observing data that already have been collected, maybe by someone else making the original observations (e.g., secondary analysis of NAEP data or analysis of existing video recordings of classroom instruction). We will address secondary analyses more fully in Chap. 4 . For now, what is important is that the process requires explaining why the data look like they do.

We must note that for us, the term “data” is not limited to numerical or quantitative data such as test scores. Data can also take many nonquantitative forms, including written survey responses, interview transcripts, journal entries, video recordings of students, teachers, and classrooms, text messages, and so forth.

Exercise 1.3

What are the implications of the statement that just “observing” is not enough to count as scientific inquiry? Does this mean that a detailed description of a phenomenon is not scientific inquiry?

Find sources that define research in education that differ with our position, that say description alone, without explanation, counts as scientific research. Identify the precise points where the opinions differ. What are the best arguments for each of the positions? Which do you prefer? Why?

Descriptor 3. Updating Everyone’s Thinking in Response to More and Better Information

This descriptor focuses on a third aspect of scientific inquiry: updating and advancing the field’s understanding of phenomena that are investigated. This descriptor foregrounds a powerful characteristic of scientific inquiry: the reliability (or trustworthiness) of what is learned and the ultimate inevitability of this learning to advance human understanding of phenomena. Humans might choose not to learn from scientific inquiry, but history suggests that scientific inquiry always has the potential to advance understanding and that, eventually, humans take advantage of these new understandings.

Before exploring these bold claims a bit further, note that this descriptor uses “information” in the same way the previous two descriptors used “experience” and “observations.” These are the stuff of scientific inquiry and we will use them often, sometimes interchangeably. Frequently, we will use the term “data” to stand for all these terms.

An overriding goal of scientific inquiry is for everyone to learn from what one scientist does. Much of this book is about the methods you need to use so others have faith in what you report and can learn the same things you learned. This aspect of scientific inquiry has many implications.

One implication is that scientific inquiry is not a private practice. It is a public practice available for others to see and learn from. Notice how different this is from everyday learning. When you happen to learn something from your everyday experience, often only you gain from the experience. The fact that research is a public practice means it is also a social one. It is best conducted by interacting with others along the way: soliciting feedback at each phase, taking opportunities to present work-in-progress, and benefitting from the advice of others.

A second implication is that you, as the researcher, must be committed to sharing what you are doing and what you are learning in an open and transparent way. This allows all phases of your work to be scrutinized and critiqued. This is what gives your work credibility. The reliability or trustworthiness of your findings depends on your colleagues recognizing that you have used all appropriate methods to maximize the chances that your claims are justified by the data.

A third implication of viewing scientific inquiry as a collective enterprise is the reverse of the second—you must be committed to receiving comments from others. You must treat your colleagues as fair and honest critics even though it might sometimes feel otherwise. You must appreciate their job, which is to remain skeptical while scrutinizing what you have done in considerable detail. To provide the best help to you, they must remain skeptical about your conclusions (when, for example, the data are difficult for them to interpret) until you offer a convincing logical argument based on the information you share. A rather harsh but good-to-remember statement of the role of your friendly critics was voiced by Karl Popper, a well-known twentieth century philosopher of science: “. . . if you are interested in the problem which I tried to solve by my tentative assertion, you may help me by criticizing it as severely as you can” (Popper, 1968, p. 27).

A final implication of this third descriptor is that, as someone engaged in scientific inquiry, you have no choice but to update your thinking when the data support a different conclusion. This applies to your own data as well as to those of others. When data clearly point to a specific claim, even one that is quite different than you expected, you must reconsider your position. If the outcome is replicated multiple times, you need to adjust your thinking accordingly. Scientific inquiry does not let you pick and choose which data to believe; it mandates that everyone update their thinking when the data warrant an update.

Doing Scientific Inquiry

We define scientific inquiry in an operational sense—what does it mean to do scientific inquiry? What kind of process would satisfy all three descriptors: carefully planning an experience in advance; observing and trying to explain what you see; and, contributing to updating everyone’s thinking about an important phenomenon?

We define scientific inquiry as formulating , testing , and revising hypotheses about phenomena of interest.

Of course, we are not the only ones who define it in this way. The definition for the scientific method posted by the editors of Britannica is: “a researcher develops a hypothesis, tests it through various means, and then modifies the hypothesis on the basis of the outcome of the tests and experiments” (Britannica, n.d. ).

Notice how defining scientific inquiry this way satisfies each of the descriptors. “Carefully planning an experience in advance” is exactly what happens when formulating a hypothesis about a phenomenon of interest and thinking about how to test it. “ Observing a phenomenon” occurs when testing a hypothesis, and “ explaining ” what is found is required when revising a hypothesis based on the data. Finally, “updating everyone’s thinking” comes from comparing publicly the original with the revised hypothesis.

Doing scientific inquiry, as we have defined it, underscores the value of accumulating knowledge rather than generating random bits of knowledge. Formulating, testing, and revising hypotheses is an ongoing process, with each revised hypothesis begging for another test, whether by the same researcher or by new researchers. The editors of Britannica signaled this cyclic process by adding the following phrase to their definition of the scientific method: “The modified hypothesis is then retested, further modified, and tested again.” Scientific inquiry creates a process that encourages each study to build on the studies that have gone before. Through collective engagement in this process of building study on top of study, the scientific community works together to update its thinking.

Before exploring more fully the meaning of “formulating, testing, and revising hypotheses,” we need to acknowledge that this is not the only way researchers define research. Some researchers prefer a less formal definition, one that includes more serendipity, less planning, less explanation. You might have come across more open definitions such as “research is finding out about something.” We prefer the tighter hypothesis formulation, testing, and revision definition because we believe it provides a single, coherent map for conducting research that addresses many of the thorny problems educational researchers encounter. We believe it is the most useful orientation toward research and the most helpful to learn as a beginning researcher.

A final clarification of our definition is that it applies equally to qualitative and quantitative research. This is a familiar distinction in education that has generated much discussion. You might think our definition favors quantitative methods over qualitative methods because the language of hypothesis formulation and testing is often associated with quantitative methods. In fact, we do not favor one method over another. In Chap. 4 , we will illustrate how our definition fits research using a range of quantitative and qualitative methods.

Exercise 1.4

Look for ways to extend what the field knows in an area that has already received attention by other researchers. Specifically, you can search for a program of research carried out by more experienced researchers that has some revised hypotheses that remain untested. Identify a revised hypothesis that you might like to test.

Unpacking the Terms Formulating, Testing, and Revising Hypotheses

To get a full sense of the definition of scientific inquiry we will use throughout this book, it is helpful to spend a little time with each of the key terms.

We first want to make clear that we use the term “hypothesis” as it is defined in most dictionaries and as it used in many scientific fields rather than as it is usually defined in educational statistics courses. By “hypothesis,” we do not mean a null hypothesis that is accepted or rejected by statistical analysis. Rather, we use “hypothesis” in the sense conveyed by the following definitions: “An idea or explanation for something that is based on known facts but has not yet been proved” (Cambridge University Press, n.d. ), and “An unproved theory, proposition, or supposition, tentatively accepted to explain certain facts and to provide a basis for further investigation or argument” (Agnes & Guralnik, 2008 ).

We distinguish two parts to “hypotheses.” Hypotheses consist of predictions and rationales . Predictions are statements about what you expect to find when you inquire about something. Rationales are explanations for why you made the predictions you did, why you believe your predictions are correct. So, for us “formulating hypotheses” means making explicit predictions and developing rationales for the predictions.

“Testing hypotheses” means making observations that allow you to assess in what ways your predictions were correct and in what ways they were incorrect. In education research, it is rarely useful to think of your predictions as either right or wrong. Because of the complexity of most issues you will investigate, most predictions will be right in some ways and wrong in others.

By studying the observations you make (data you collect) to test your hypotheses, you can revise your hypotheses to better align with the observations. This means revising your predictions plus revising your rationales to justify your adjusted predictions. Even though you might not run another test, formulating revised hypotheses is an essential part of conducting a research study. Comparing your original and revised hypotheses informs everyone of what you learned by conducting your study. In addition, a revised hypothesis sets the stage for you or someone else to extend your study and accumulate more knowledge of the phenomenon.

We should note that not everyone makes a clear distinction between predictions and rationales as two aspects of hypotheses. In fact, common, non-scientific uses of the word “hypothesis” may limit it to only a prediction or only an explanation (or rationale). We choose to explicitly include both prediction and rationale in our definition of hypothesis, not because we assert this should be the universal definition, but because we want to foreground the importance of both parts acting in concert. Using “hypothesis” to represent both prediction and rationale could hide the two aspects, but we make them explicit because they provide different kinds of information. It is usually easier to make predictions than develop rationales because predictions can be guesses, hunches, or gut feelings about which you have little confidence. Developing a compelling rationale requires careful thought plus reading what other researchers have found plus talking with your colleagues. Often, while you are developing your rationale you will find good reasons to change your predictions. Developing good rationales is the engine that drives scientific inquiry. Rationales are essentially descriptions of how much you know about the phenomenon you are studying. Throughout this guide, we will elaborate on how developing good rationales drives scientific inquiry. For now, we simply note that it can sharpen your predictions and help you to interpret your data as you test your hypotheses.

Hypotheses in education research take a variety of forms or types. This is because there are a variety of phenomena that can be investigated. Investigating educational phenomena is sometimes best done using qualitative methods, sometimes using quantitative methods, and most often using mixed methods (e.g., Hay, 2016 ; Weis et al. 2019a ; Weisner, 2005 ). This means that, given our definition, hypotheses are equally applicable to qualitative and quantitative investigations.

Hypotheses take different forms when they are used to investigate different kinds of phenomena. Two very different activities in education could be labeled conducting experiments and descriptions. In an experiment, a hypothesis makes a prediction about anticipated changes, say the changes that occur when a treatment or intervention is applied. You might investigate how students’ thinking changes during a particular kind of instruction.

A second type of hypothesis, relevant for descriptive research, makes a prediction about what you will find when you investigate and describe the nature of a situation. The goal is to understand a situation as it exists rather than to understand a change from one situation to another. In this case, your prediction is what you expect to observe. Your rationale is the set of reasons for making this prediction; it is your current explanation for why the situation will look like it does.

You will probably read, if you have not already, that some researchers say you do not need a prediction to conduct a descriptive study. We will discuss this point of view in Chap. 2 . For now, we simply claim that scientific inquiry, as we have defined it, applies to all kinds of research studies. Descriptive studies, like others, not only benefit from formulating, testing, and revising hypotheses, but also need hypothesis formulating, testing, and revising.

One reason we define research as formulating, testing, and revising hypotheses is that if you think of research in this way you are less likely to go wrong. It is a useful guide for the entire process, as we will describe in detail in the chapters ahead. For example, as you build the rationale for your predictions, you are constructing the theoretical framework for your study (Chap. 3 ). As you work out the methods you will use to test your hypothesis, every decision you make will be based on asking, “Will this help me formulate or test or revise my hypothesis?” (Chap. 4 ). As you interpret the results of testing your predictions, you will compare them to what you predicted and examine the differences, focusing on how you must revise your hypotheses (Chap. 5 ). By anchoring the process to formulating, testing, and revising hypotheses, you will make smart decisions that yield a coherent and well-designed study.

Exercise 1.5

Compare the concept of formulating, testing, and revising hypotheses with the descriptions of scientific inquiry contained in Scientific Research in Education (NRC, 2002 ). How are they similar or different?

Exercise 1.6

Provide an example to illustrate and emphasize the differences between everyday learning/thinking and scientific inquiry.

Learning from Doing Scientific Inquiry

We noted earlier that a measure of what you have learned by conducting a research study is found in the differences between your original hypothesis and your revised hypothesis based on the data you collected to test your hypothesis. We will elaborate this statement in later chapters, but we preview our argument here.

Even before collecting data, scientific inquiry requires cycles of making a prediction, developing a rationale, refining your predictions, reading and studying more to strengthen your rationale, refining your predictions again, and so forth. And, even if you have run through several such cycles, you still will likely find that when you test your prediction you will be partly right and partly wrong. The results will support some parts of your predictions but not others, or the results will “kind of” support your predictions. A critical part of scientific inquiry is making sense of your results by interpreting them against your predictions. Carefully describing what aspects of your data supported your predictions, what aspects did not, and what data fell outside of any predictions is not an easy task, but you cannot learn from your study without doing this analysis.

Analyzing the matches and mismatches between your predictions and your data allows you to formulate different rationales that would have accounted for more of the data. The best revised rationale is the one that accounts for the most data. Once you have revised your rationales, you can think about the predictions they best justify or explain. It is by comparing your original rationales to your new rationales that you can sort out what you learned from your study.

Suppose your study was an experiment. Maybe you were investigating the effects of a new instructional intervention on students’ learning. Your original rationale was your explanation for why the intervention would change the learning outcomes in a particular way. Your revised rationale explained why the changes that you observed occurred like they did and why your revised predictions are better. Maybe your original rationale focused on the potential of the activities if they were implemented in ideal ways and your revised rationale included the factors that are likely to affect how teachers implement them. By comparing the before and after rationales, you are describing what you learned—what you can explain now that you could not before. Another way of saying this is that you are describing how much more you understand now than before you conducted your study.

Revised predictions based on carefully planned and collected data usually exhibit some of the following features compared with the originals: more precision, more completeness, and broader scope. Revised rationales have more explanatory power and become more complete, more aligned with the new predictions, sharper, and overall more convincing.

Part II. Why Do Educators Do Research?

Doing scientific inquiry is a lot of work. Each phase of the process takes time, and you will often cycle back to improve earlier phases as you engage in later phases. Because of the significant effort required, you should make sure your study is worth it. So, from the beginning, you should think about the purpose of your study. Why do you want to do it? And, because research is a social practice, you should also think about whether the results of your study are likely to be important and significant to the education community.

If you are doing research in the way we have described—as scientific inquiry—then one purpose of your study is to understand , not just to describe or evaluate or report. As we noted earlier, when you formulate hypotheses, you are developing rationales that explain why things might be like they are. In our view, trying to understand and explain is what separates research from other kinds of activities, like evaluating or describing.

One reason understanding is so important is that it allows researchers to see how or why something works like it does. When you see how something works, you are better able to predict how it might work in other contexts, under other conditions. And, because conditions, or contextual factors, matter a lot in education, gaining insights into applying your findings to other contexts increases the contributions of your work and its importance to the broader education community.

Consequently, the purposes of research studies in education often include the more specific aim of identifying and understanding the conditions under which the phenomena being studied work like the observations suggest. A classic example of this kind of study in mathematics education was reported by William Brownell and Harold Moser in 1949 . They were trying to establish which method of subtracting whole numbers could be taught most effectively—the regrouping method or the equal additions method. However, they realized that effectiveness might depend on the conditions under which the methods were taught—“meaningfully” versus “mechanically.” So, they designed a study that crossed the two instructional approaches with the two different methods (regrouping and equal additions). Among other results, they found that these conditions did matter. The regrouping method was more effective under the meaningful condition than the mechanical condition, but the same was not true for the equal additions algorithm.

What do education researchers want to understand? In our view, the ultimate goal of education is to offer all students the best possible learning opportunities. So, we believe the ultimate purpose of scientific inquiry in education is to develop understanding that supports the improvement of learning opportunities for all students. We say “ultimate” because there are lots of issues that must be understood to improve learning opportunities for all students. Hypotheses about many aspects of education are connected, ultimately, to students’ learning. For example, formulating and testing a hypothesis that preservice teachers need to engage in particular kinds of activities in their coursework in order to teach particular topics well is, ultimately, connected to improving students’ learning opportunities. So is hypothesizing that school districts often devote relatively few resources to instructional leadership training or hypothesizing that positioning mathematics as a tool students can use to combat social injustice can help students see the relevance of mathematics to their lives.

We do not exclude the importance of research on educational issues more removed from improving students’ learning opportunities, but we do think the argument for their importance will be more difficult to make. If there is no way to imagine a connection between your hypothesis and improving learning opportunities for students, even a distant connection, we recommend you reconsider whether it is an important hypothesis within the education community.

Notice that we said the ultimate goal of education is to offer all students the best possible learning opportunities. For too long, educators have been satisfied with a goal of offering rich learning opportunities for lots of students, sometimes even for just the majority of students, but not necessarily for all students. Evaluations of success often are based on outcomes that show high averages. In other words, if many students have learned something, or even a smaller number have learned a lot, educators may have been satisfied. The problem is that there is usually a pattern in the groups of students who receive lower quality opportunities—students of color and students who live in poor areas, urban and rural. This is not acceptable. Consequently, we emphasize the premise that the purpose of education research is to offer rich learning opportunities to all students.

One way to make sure you will be able to convince others of the importance of your study is to consider investigating some aspect of teachers’ shared instructional problems. Historically, researchers in education have set their own research agendas, regardless of the problems teachers are facing in schools. It is increasingly recognized that teachers have had trouble applying to their own classrooms what researchers find. To address this problem, a researcher could partner with a teacher—better yet, a small group of teachers—and talk with them about instructional problems they all share. These discussions can create a rich pool of problems researchers can consider. If researchers pursued one of these problems (preferably alongside teachers), the connection to improving learning opportunities for all students could be direct and immediate. “Grounding a research question in instructional problems that are experienced across multiple teachers’ classrooms helps to ensure that the answer to the question will be of sufficient scope to be relevant and significant beyond the local context” (Cai et al., 2019b , p. 115).

As a beginning researcher, determining the relevance and importance of a research problem is especially challenging. We recommend talking with advisors, other experienced researchers, and peers to test the educational importance of possible research problems and topics of study. You will also learn much more about the issue of research importance when you read Chap. 5 .

Exercise 1.7

Identify a problem in education that is closely connected to improving learning opportunities and a problem that has a less close connection. For each problem, write a brief argument (like a logical sequence of if-then statements) that connects the problem to all students’ learning opportunities.

Part III. Conducting Research as a Practice of Failing Productively

Scientific inquiry involves formulating hypotheses about phenomena that are not fully understood—by you or anyone else. Even if you are able to inform your hypotheses with lots of knowledge that has already been accumulated, you are likely to find that your prediction is not entirely accurate. This is normal. Remember, scientific inquiry is a process of constantly updating your thinking. More and better information means revising your thinking, again, and again, and again. Because you never fully understand a complicated phenomenon and your hypotheses never produce completely accurate predictions, it is easy to believe you are somehow failing.

The trick is to fail upward, to fail to predict accurately in ways that inform your next hypothesis so you can make a better prediction. Some of the best-known researchers in education have been open and honest about the many times their predictions were wrong and, based on the results of their studies and those of others, they continuously updated their thinking and changed their hypotheses.

A striking example of publicly revising (actually reversing) hypotheses due to incorrect predictions is found in the work of Lee J. Cronbach, one of the most distinguished educational psychologists of the twentieth century. In 1955, Cronbach delivered his presidential address to the American Psychological Association. Titling it “Two Disciplines of Scientific Psychology,” Cronbach proposed a rapprochement between two research approaches—correlational studies that focused on individual differences and experimental studies that focused on instructional treatments controlling for individual differences. (We will examine different research approaches in Chap. 4 ). If these approaches could be brought together, reasoned Cronbach ( 1957 ), researchers could find interactions between individual characteristics and treatments (aptitude-treatment interactions or ATIs), fitting the best treatments to different individuals.

In 1975, after years of research by many researchers looking for ATIs, Cronbach acknowledged the evidence for simple, useful ATIs had not been found. Even when trying to find interactions between a few variables that could provide instructional guidance, the analysis, said Cronbach, creates “a hall of mirrors that extends to infinity, tormenting even the boldest investigators and defeating even ambitious designs” (Cronbach, 1975 , p. 119).

As he was reflecting back on his work, Cronbach ( 1986 ) recommended moving away from documenting instructional effects through statistical inference (an approach he had championed for much of his career) and toward approaches that probe the reasons for these effects, approaches that provide a “full account of events in a time, place, and context” (Cronbach, 1986 , p. 104). This is a remarkable change in hypotheses, a change based on data and made fully transparent. Cronbach understood the value of failing productively.

Closer to home, in a less dramatic example, one of us began a line of scientific inquiry into how to prepare elementary preservice teachers to teach early algebra. Teaching early algebra meant engaging elementary students in early forms of algebraic reasoning. Such reasoning should help them transition from arithmetic to algebra. To begin this line of inquiry, a set of activities for preservice teachers were developed. Even though the activities were based on well-supported hypotheses, they largely failed to engage preservice teachers as predicted because of unanticipated challenges the preservice teachers faced. To capitalize on this failure, follow-up studies were conducted, first to better understand elementary preservice teachers’ challenges with preparing to teach early algebra, and then to better support preservice teachers in navigating these challenges. In this example, the initial failure was a necessary step in the researchers’ scientific inquiry and furthered the researchers’ understanding of this issue.

We present another example of failing productively in Chap. 2 . That example emerges from recounting the history of a well-known research program in mathematics education.

Making mistakes is an inherent part of doing scientific research. Conducting a study is rarely a smooth path from beginning to end. We recommend that you keep the following things in mind as you begin a career of conducting research in education.

First, do not get discouraged when you make mistakes; do not fall into the trap of feeling like you are not capable of doing research because you make too many errors.

Second, learn from your mistakes. Do not ignore your mistakes or treat them as errors that you simply need to forget and move past. Mistakes are rich sites for learning—in research just as in other fields of study.

Third, by reflecting on your mistakes, you can learn to make better mistakes, mistakes that inform you about a productive next step. You will not be able to eliminate your mistakes, but you can set a goal of making better and better mistakes.

Exercise 1.8

How does scientific inquiry differ from everyday learning in giving you the tools to fail upward? You may find helpful perspectives on this question in other resources on science and scientific inquiry (e.g., Failure: Why Science is So Successful by Firestein, 2015).

Exercise 1.9

Use what you have learned in this chapter to write a new definition of scientific inquiry. Compare this definition with the one you wrote before reading this chapter. If you are reading this book as part of a course, compare your definition with your colleagues’ definitions. Develop a consensus definition with everyone in the course.

Part IV. Preview of Chap. 2

Now that you have a good idea of what research is, at least of what we believe research is, the next step is to think about how to actually begin doing research. This means how to begin formulating, testing, and revising hypotheses. As for all phases of scientific inquiry, there are lots of things to think about. Because it is critical to start well, we devote Chap. 2 to getting started with formulating hypotheses.

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Hiebert, J., Cai, J., Hwang, S., Morris, A.K., Hohensee, C. (2023). What Is Research, and Why Do People Do It?. In: Doing Research: A New Researcher’s Guide. Research in Mathematics Education. Springer, Cham. https://doi.org/10.1007/978-3-031-19078-0_1

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HOW TO: Use Books for Research: Using Books for Research

• Using Books for Research
• Table of Contents
• List of Illustrations
• Preface/Forward/Introduction
• Bibliography
• Evaluation Criteria

Why Use Books?

Books are excellent sources for information such as:       • in-depth coverage of a subject        • history and chronology       • overview of a big topic        

• background information           • bibliographies of additional sources. 

A book doesn't need to be read cover-to-cover to be used for research. To determine how appropriate and useful the book might be, look at its parts as outlined in the box below.

All sources of information need to be evaluated before they are used in a research project. To learn more about evaluating resources, click on the tab at the top of this guide.

How to Use a Book

Look at the parts of a book when deciding how it might be used in your research. To see examples, click on each link below or follow the tabs at the top of this guide.

The Title Page gives publication information such as complete title, names of all authors or editors, edition of the book, name of the publisher, city of publication, and date of publication.

The Table of Contents appears at the front of a book and gives a list of the chapters or sections in a book, usually with the corresponding page number.  The table of contents may give a general idea of the topics covered in the book as well as how the book is arranged (for example, chronologically or topically).

A List of Illustrations , which may appear at the front of a book, gives a list of photographs, drawings, tables, or other types of illustrations used to support the contents of the book, usually with corresponding page numbers.

A Preface, Forward, or Introduction may provide the reader with ideas about the author's intention or purpose for writing the book, and may give an indication of the depth of research presented.

A Bibliography is a list of materials related to a specific topic. The list may be sources that were used to create the work they accompany, or it may be a list of additional materials on the topic.   Bibliographies may be located at the ends of chapters throughout the book, or at the end of the book.

The Index , which is usually located in the back of the book, is an alphabetical list of the specific subjects in the book, along with the corresponding page numbers.  Indexes may provide names, dates, events, geographic locations, and other detailed terms related to the contents of the book.  Browsing an index is an excellent way to identify exactly where in the book relevant information may be located.  An index can also provide subject terms and keywords that might be useful for further research on a topic.

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2.1 Why Is Research Important?

Learning objectives.

By the end of this section, you will be able to:

• Explain how scientific research addresses questions about behavior
• Discuss how scientific research guides public policy
• Appreciate how scientific research can be important in making personal decisions

Scientific research is a critical tool for successfully navigating our complex world. Without it, we would be forced to rely solely on intuition, other people’s authority, and blind luck. While many of us feel confident in our abilities to decipher and interact with the world around us, history is filled with examples of how very wrong we can be when we fail to recognize the need for evidence in supporting claims. At various times in history, we would have been certain that the sun revolved around a flat earth, that the earth’s continents did not move, and that mental illness was caused by possession ( Figure 2.2 ). It is through systematic scientific research that we divest ourselves of our preconceived notions and superstitions and gain an objective understanding of ourselves and our world.

The goal of all scientists is to better understand the world around them. Psychologists focus their attention on understanding behavior, as well as the cognitive (mental) and physiological (body) processes that underlie behavior. In contrast to other methods that people use to understand the behavior of others, such as intuition and personal experience, the hallmark of scientific research is that there is evidence to support a claim. Scientific knowledge is empirical : It is grounded in objective, tangible evidence that can be observed time and time again, regardless of who is observing.

While behavior is observable, the mind is not. If someone is crying, we can see behavior. However, the reason for the behavior is more difficult to determine. Is the person crying due to being sad, in pain, or happy? Sometimes we can learn the reason for someone’s behavior by simply asking a question, like “Why are you crying?” However, there are situations in which an individual is either uncomfortable or unwilling to answer the question honestly, or is incapable of answering. For example, infants would not be able to explain why they are crying. In such circumstances, the psychologist must be creative in finding ways to better understand behavior. This chapter explores how scientific knowledge is generated, and how important that knowledge is in forming decisions in our personal lives and in the public domain.

Use of Research Information

Trying to determine which theories are and are not accepted by the scientific community can be difficult, especially in an area of research as broad as psychology. More than ever before, we have an incredible amount of information at our fingertips, and a simple internet search on any given research topic might result in a number of contradictory studies. In these cases, we are witnessing the scientific community going through the process of reaching a consensus, and it could be quite some time before a consensus emerges. For example, the explosion in our use of technology has led researchers to question whether this ultimately helps or hinders us. The use and implementation of technology in educational settings has become widespread over the last few decades. Researchers are coming to different conclusions regarding the use of technology. To illustrate this point, a study investigating a smartphone app targeting surgery residents (graduate students in surgery training) found that the use of this app can increase student engagement and raise test scores (Shaw & Tan, 2015). Conversely, another study found that the use of technology in undergraduate student populations had negative impacts on sleep, communication, and time management skills (Massimini & Peterson, 2009). Until sufficient amounts of research have been conducted, there will be no clear consensus on the effects that technology has on a student's acquisition of knowledge, study skills, and mental health.

In the meantime, we should strive to think critically about the information we encounter by exercising a degree of healthy skepticism. When someone makes a claim, we should examine the claim from a number of different perspectives: what is the expertise of the person making the claim, what might they gain if the claim is valid, does the claim seem justified given the evidence, and what do other researchers think of the claim? This is especially important when we consider how much information in advertising campaigns and on the internet claims to be based on “scientific evidence” when in actuality it is a belief or perspective of just a few individuals trying to sell a product or draw attention to their perspectives.

We should be informed consumers of the information made available to us because decisions based on this information have significant consequences. One such consequence can be seen in politics and public policy. Imagine that you have been elected as the governor of your state. One of your responsibilities is to manage the state budget and determine how to best spend your constituents’ tax dollars. As the new governor, you need to decide whether to continue funding early intervention programs. These programs are designed to help children who come from low-income backgrounds, have special needs, or face other disadvantages. These programs may involve providing a wide variety of services to maximize the children's development and position them for optimal levels of success in school and later in life (Blann, 2005). While such programs sound appealing, you would want to be sure that they also proved effective before investing additional money in these programs. Fortunately, psychologists and other scientists have conducted vast amounts of research on such programs and, in general, the programs are found to be effective (Neil & Christensen, 2009; Peters-Scheffer, Didden, Korzilius, & Sturmey, 2011). While not all programs are equally effective, and the short-term effects of many such programs are more pronounced, there is reason to believe that many of these programs produce long-term benefits for participants (Barnett, 2011). If you are committed to being a good steward of taxpayer money, you would want to look at research. Which programs are most effective? What characteristics of these programs make them effective? Which programs promote the best outcomes? After examining the research, you would be best equipped to make decisions about which programs to fund.

Link to Learning

Watch this video about early childhood program effectiveness to learn how scientists evaluate effectiveness and how best to invest money into programs that are most effective.

Ultimately, it is not just politicians who can benefit from using research in guiding their decisions. We all might look to research from time to time when making decisions in our lives. Imagine that your sister, Maria, expresses concern about her two-year-old child, Umberto. Umberto does not speak as much or as clearly as the other children in his daycare or others in the family. Umberto's pediatrician undertakes some screening and recommends an evaluation by a speech pathologist, but does not refer Maria to any other specialists. Maria is concerned that Umberto's speech delays are signs of a developmental disorder, but Umberto's pediatrician does not; she sees indications of differences in Umberto's jaw and facial muscles. Hearing this, you do some internet searches, but you are overwhelmed by the breadth of information and the wide array of sources. You see blog posts, top-ten lists, advertisements from healthcare providers, and recommendations from several advocacy organizations. Why are there so many sites? Which are based in research, and which are not?

In the end, research is what makes the difference between facts and opinions. Facts are observable realities, and opinions are personal judgments, conclusions, or attitudes that may or may not be accurate. In the scientific community, facts can be established only using evidence collected through empirical research.

NOTABLE RESEARCHERS

Psychological research has a long history involving important figures from diverse backgrounds. While the introductory chapter discussed several researchers who made significant contributions to the discipline, there are many more individuals who deserve attention in considering how psychology has advanced as a science through their work ( Figure 2.3 ). For instance, Margaret Floy Washburn (1871–1939) was the first woman to earn a PhD in psychology. Her research focused on animal behavior and cognition (Margaret Floy Washburn, PhD, n.d.). Mary Whiton Calkins (1863–1930) was a preeminent first-generation American psychologist who opposed the behaviorist movement, conducted significant research into memory, and established one of the earliest experimental psychology labs in the United States (Mary Whiton Calkins, n.d.).

Francis Sumner (1895–1954) was the first African American to receive a PhD in psychology in 1920. His dissertation focused on issues related to psychoanalysis. Sumner also had research interests in racial bias and educational justice. Sumner was one of the founders of Howard University’s department of psychology, and because of his accomplishments, he is sometimes referred to as the “Father of Black Psychology.” Thirteen years later, Inez Beverly Prosser (1895–1934) became the first African American woman to receive a PhD in psychology. Prosser’s research highlighted issues related to education in segregated versus integrated schools, and ultimately, her work was very influential in the hallmark Brown v. Board of Education Supreme Court ruling that segregation of public schools was unconstitutional (Ethnicity and Health in America Series: Featured Psychologists, n.d.).

Although the establishment of psychology’s scientific roots occurred first in Europe and the United States, it did not take much time until researchers from around the world began to establish their own laboratories and research programs. For example, some of the first experimental psychology laboratories in South America were founded by Horatio Piñero (1869–1919) at two institutions in Buenos Aires, Argentina (Godoy & Brussino, 2010). In India, Gunamudian David Boaz (1908–1965) and Narendra Nath Sen Gupta (1889–1944) established the first independent departments of psychology at the University of Madras and the University of Calcutta, respectively. These developments provided an opportunity for Indian researchers to make important contributions to the field (Gunamudian David Boaz, n.d.; Narendra Nath Sen Gupta, n.d.).

When the American Psychological Association (APA) was first founded in 1892, all of the members were White males (Women and Minorities in Psychology, n.d.). However, by 1905, Mary Whiton Calkins was elected as the first female president of the APA, and by 1946, nearly one-quarter of American psychologists were female. Psychology became a popular degree option for students enrolled in the nation’s historically Black higher education institutions, increasing the number of Black Americans who went on to become psychologists. Given demographic shifts occurring in the United States and increased access to higher educational opportunities among historically underrepresented populations, there is reason to hope that the diversity of the field will increasingly match the larger population, and that the research contributions made by the psychologists of the future will better serve people of all backgrounds (Women and Minorities in Psychology, n.d.).

The Process of Scientific Research

Scientific knowledge is advanced through a process known as the scientific method . Basically, ideas (in the form of theories and hypotheses) are tested against the real world (in the form of empirical observations), and those empirical observations lead to more ideas that are tested against the real world, and so on. In this sense, the scientific process is circular. The types of reasoning within the circle are called deductive and inductive. In deductive reasoning , ideas are tested in the real world; in inductive reasoning , real-world observations lead to new ideas ( Figure 2.4 ). These processes are inseparable, like inhaling and exhaling, but different research approaches place different emphasis on the deductive and inductive aspects.

In the scientific context, deductive reasoning begins with a generalization—one hypothesis—that is then used to reach logical conclusions about the real world. If the hypothesis is correct, then the logical conclusions reached through deductive reasoning should also be correct. A deductive reasoning argument might go something like this: All living things require energy to survive (this would be your hypothesis). Ducks are living things. Therefore, ducks require energy to survive (logical conclusion). In this example, the hypothesis is correct; therefore, the conclusion is correct as well. Sometimes, however, an incorrect hypothesis may lead to a logical but incorrect conclusion. Consider this argument: all ducks are born with the ability to see. Quackers is a duck. Therefore, Quackers was born with the ability to see. Scientists use deductive reasoning to empirically test their hypotheses. Returning to the example of the ducks, researchers might design a study to test the hypothesis that if all living things require energy to survive, then ducks will be found to require energy to survive.

Deductive reasoning starts with a generalization that is tested against real-world observations; however, inductive reasoning moves in the opposite direction. Inductive reasoning uses empirical observations to construct broad generalizations. Unlike deductive reasoning, conclusions drawn from inductive reasoning may or may not be correct, regardless of the observations on which they are based. For instance, you may notice that your favorite fruits—apples, bananas, and oranges—all grow on trees; therefore, you assume that all fruit must grow on trees. This would be an example of inductive reasoning, and, clearly, the existence of strawberries, blueberries, and kiwi demonstrate that this generalization is not correct despite it being based on a number of direct observations. Scientists use inductive reasoning to formulate theories, which in turn generate hypotheses that are tested with deductive reasoning. In the end, science involves both deductive and inductive processes.

For example, case studies, which you will read about in the next section, are heavily weighted on the side of empirical observations. Thus, case studies are closely associated with inductive processes as researchers gather massive amounts of observations and seek interesting patterns (new ideas) in the data. Experimental research, on the other hand, puts great emphasis on deductive reasoning.

We’ve stated that theories and hypotheses are ideas, but what sort of ideas are they, exactly? A theory is a well-developed set of ideas that propose an explanation for observed phenomena. Theories are repeatedly checked against the world, but they tend to be too complex to be tested all at once; instead, researchers create hypotheses to test specific aspects of a theory.

A hypothesis is a testable prediction about how the world will behave if our idea is correct, and it is often worded as an if-then statement (e.g., if I study all night, I will get a passing grade on the test). The hypothesis is extremely important because it bridges the gap between the realm of ideas and the real world. As specific hypotheses are tested, theories are modified and refined to reflect and incorporate the result of these tests Figure 2.5 .

To see how this process works, let’s consider a specific theory and a hypothesis that might be generated from that theory. As you’ll learn in a later chapter, the James-Lange theory of emotion asserts that emotional experience relies on the physiological arousal associated with the emotional state. If you walked out of your home and discovered a very aggressive snake waiting on your doorstep, your heart would begin to race and your stomach churn. According to the James-Lange theory, these physiological changes would result in your feeling of fear. A hypothesis that could be derived from this theory might be that a person who is unaware of the physiological arousal that the sight of the snake elicits will not feel fear.

A scientific hypothesis is also falsifiable , or capable of being shown to be incorrect. Recall from the introductory chapter that Sigmund Freud had lots of interesting ideas to explain various human behaviors ( Figure 2.6 ). However, a major criticism of Freud’s theories is that many of his ideas are not falsifiable; for example, it is impossible to imagine empirical observations that would disprove the existence of the id, the ego, and the superego—the three elements of personality described in Freud’s theories. Despite this, Freud’s theories are widely taught in introductory psychology texts because of their historical significance for personality psychology and psychotherapy, and these remain the root of all modern forms of therapy.

In contrast, the James-Lange theory does generate falsifiable hypotheses, such as the one described above. Some individuals who suffer significant injuries to their spinal columns are unable to feel the bodily changes that often accompany emotional experiences. Therefore, we could test the hypothesis by determining how emotional experiences differ between individuals who have the ability to detect these changes in their physiological arousal and those who do not. In fact, this research has been conducted and while the emotional experiences of people deprived of an awareness of their physiological arousal may be less intense, they still experience emotion (Chwalisz, Diener, & Gallagher, 1988).

Scientific research’s dependence on falsifiability allows for great confidence in the information that it produces. Typically, by the time information is accepted by the scientific community, it has been tested repeatedly.

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Approaching literature review for academic purposes: The Literature Review Checklist

Debora f.b. leite.

I Departamento de Ginecologia e Obstetricia, Faculdade de Ciencias Medicas, Universidade Estadual de Campinas, Campinas, SP, BR

II Universidade Federal de Pernambuco, Pernambuco, PE, BR

III Hospital das Clinicas, Universidade Federal de Pernambuco, Pernambuco, PE, BR

Maria Auxiliadora Soares Padilha

Jose g. cecatti.

A sophisticated literature review (LR) can result in a robust dissertation/thesis by scrutinizing the main problem examined by the academic study; anticipating research hypotheses, methods and results; and maintaining the interest of the audience in how the dissertation/thesis will provide solutions for the current gaps in a particular field. Unfortunately, little guidance is available on elaborating LRs, and writing an LR chapter is not a linear process. An LR translates students’ abilities in information literacy, the language domain, and critical writing. Students in postgraduate programs should be systematically trained in these skills. Therefore, this paper discusses the purposes of LRs in dissertations and theses. Second, the paper considers five steps for developing a review: defining the main topic, searching the literature, analyzing the results, writing the review and reflecting on the writing. Ultimately, this study proposes a twelve-item LR checklist. By clearly stating the desired achievements, this checklist allows Masters and Ph.D. students to continuously assess their own progress in elaborating an LR. Institutions aiming to strengthen students’ necessary skills in critical academic writing should also use this tool.

INTRODUCTION

Writing the literature review (LR) is often viewed as a difficult task that can be a point of writer’s block and procrastination ( 1 ) in postgraduate life. Disagreements on the definitions or classifications of LRs ( 2 ) may confuse students about their purpose and scope, as well as how to perform an LR. Interestingly, at many universities, the LR is still an important element in any academic work, despite the more recent trend of producing scientific articles rather than classical theses.

The LR is not an isolated section of the thesis/dissertation or a copy of the background section of a research proposal. It identifies the state-of-the-art knowledge in a particular field, clarifies information that is already known, elucidates implications of the problem being analyzed, links theory and practice ( 3 - 5 ), highlights gaps in the current literature, and places the dissertation/thesis within the research agenda of that field. Additionally, by writing the LR, postgraduate students will comprehend the structure of the subject and elaborate on their cognitive connections ( 3 ) while analyzing and synthesizing data with increasing maturity.

At the same time, the LR transforms the student and hints at the contents of other chapters for the reader. First, the LR explains the research question; second, it supports the hypothesis, objectives, and methods of the research project; and finally, it facilitates a description of the student’s interpretation of the results and his/her conclusions. For scholars, the LR is an introductory chapter ( 6 ). If it is well written, it demonstrates the student’s understanding of and maturity in a particular topic. A sound and sophisticated LR can indicate a robust dissertation/thesis.

A consensus on the best method to elaborate a dissertation/thesis has not been achieved. The LR can be a distinct chapter or included in different sections; it can be part of the introduction chapter, part of each research topic, or part of each published paper ( 7 ). However, scholars view the LR as an integral part of the main body of an academic work because it is intrinsically connected to other sections ( Figure 1 ) and is frequently present. The structure of the LR depends on the conventions of a particular discipline, the rules of the department, and the student’s and supervisor’s areas of expertise, needs and interests.

Interestingly, many postgraduate students choose to submit their LR to peer-reviewed journals. As LRs are critical evaluations of current knowledge, they are indeed publishable material, even in the form of narrative or systematic reviews. However, systematic reviews have specific patterns 1 ( 8 ) that may not entirely fit with the questions posed in the dissertation/thesis. Additionally, the scope of a systematic review may be too narrow, and the strict criteria for study inclusion may omit important information from the dissertation/thesis. Therefore, this essay discusses the definition of an LR is and methods to develop an LR in the context of an academic dissertation/thesis. Finally, we suggest a checklist to evaluate an LR.

WHAT IS A LITERATURE REVIEW IN A THESIS?

Conducting research and writing a dissertation/thesis translates rational thinking and enthusiasm ( 9 ). While a strong body of literature that instructs students on research methodology, data analysis and writing scientific papers exists, little guidance on performing LRs is available. The LR is a unique opportunity to assess and contrast various arguments and theories, not just summarize them. The research results should not be discussed within the LR, but the postgraduate student tends to write a comprehensive LR while reflecting on his or her own findings ( 10 ).

Many people believe that writing an LR is a lonely and linear process. Supervisors or the institutions assume that the Ph.D. student has mastered the relevant techniques and vocabulary associated with his/her subject and conducts a self-reflection about previously published findings. Indeed, while elaborating the LR, the student should aggregate diverse skills, which mainly rely on his/her own commitment to mastering them. Thus, less supervision should be required ( 11 ). However, the parameters described above might not currently be the case for many students ( 11 , 12 ), and the lack of formal and systematic training on writing LRs is an important concern ( 11 ).

An institutional environment devoted to active learning will provide students the opportunity to continuously reflect on LRs, which will form a dialogue between the postgraduate student and the current literature in a particular field ( 13 ). Postgraduate students will be interpreting studies by other researchers, and, according to Hart (1998) ( 3 ), the outcomes of the LR in a dissertation/thesis include the following:

• To identify what research has been performed and what topics require further investigation in a particular field of knowledge;
• To determine the context of the problem;
• To recognize the main methodologies and techniques that have been used in the past;
• To place the current research project within the historical, methodological and theoretical context of a particular field;
• To identify significant aspects of the topic;
• To elucidate the implications of the topic;
• To offer an alternative perspective;
• To discern how the studied subject is structured;
• To improve the student’s subject vocabulary in a particular field; and
• To characterize the links between theory and practice.

A sound LR translates the postgraduate student’s expertise in academic and scientific writing: it expresses his/her level of comfort with synthesizing ideas ( 11 ). The LR reveals how well the postgraduate student has proceeded in three domains: an effective literature search, the language domain, and critical writing.

Effective literature search

All students should be trained in gathering appropriate data for specific purposes, and information literacy skills are a cornerstone. These skills are defined as “an individual’s ability to know when they need information, to identify information that can help them address the issue or problem at hand, and to locate, evaluate, and use that information effectively” ( 14 ). Librarian support is of vital importance in coaching the appropriate use of Boolean logic (AND, OR, NOT) and other tools for highly efficient literature searches (e.g., quotation marks and truncation), as is the appropriate management of electronic databases.

Language domain

Academic writing must be concise and precise: unnecessary words distract the reader from the essential content ( 15 ). In this context, reading about issues distant from the research topic ( 16 ) may increase students’ general vocabulary and familiarity with grammar. Ultimately, reading diverse materials facilitates and encourages the writing process itself.

Critical writing

Critical judgment includes critical reading, thinking and writing. It supposes a student’s analytical reflection about what he/she has read. The student should delineate the basic elements of the topic, characterize the most relevant claims, identify relationships, and finally contrast those relationships ( 17 ). Each scientific document highlights the perspective of the author, and students will become more confident in judging the supporting evidence and underlying premises of a study and constructing their own counterargument as they read more articles. A paucity of integration or contradictory perspectives indicates lower levels of cognitive complexity ( 12 ).

Thus, while elaborating an LR, the postgraduate student should achieve the highest category of Bloom’s cognitive skills: evaluation ( 12 ). The writer should not only summarize data and understand each topic but also be able to make judgments based on objective criteria, compare resources and findings, identify discrepancies due to methodology, and construct his/her own argument ( 12 ). As a result, the student will be sufficiently confident to show his/her own voice .

Writing a consistent LR is an intense and complex activity that reveals the training and long-lasting academic skills of a writer. It is not a lonely or linear process. However, students are unlikely to be prepared to write an LR if they have not mastered the aforementioned domains ( 10 ). An institutional environment that supports student learning is crucial.

Different institutions employ distinct methods to promote students’ learning processes. First, many universities propose modules to develop behind the scenes activities that enhance self-reflection about general skills (e.g., the skills we have mastered and the skills we need to develop further), behaviors that should be incorporated (e.g., self-criticism about one’s own thoughts), and each student’s role in the advancement of his/her field. Lectures or workshops about LRs themselves are useful because they describe the purposes of the LR and how it fits into the whole picture of a student’s work. These activities may explain what type of discussion an LR must involve, the importance of defining the correct scope, the reasons to include a particular resource, and the main role of critical reading.

Some pedagogic services that promote a continuous improvement in study and academic skills are equally important. Examples include workshops about time management, the accomplishment of personal objectives, active learning, and foreign languages for nonnative speakers. Additionally, opportunities to converse with other students promotes an awareness of others’ experiences and difficulties. Ultimately, the supervisor’s role in providing feedback and setting deadlines is crucial in developing students’ abilities and in strengthening students’ writing quality ( 12 ).

HOW SHOULD A LITERATURE REVIEW BE DEVELOPED?

A consensus on the appropriate method for elaborating an LR is not available, but four main steps are generally accepted: defining the main topic, searching the literature, analyzing the results, and writing ( 6 ). We suggest a fifth step: reflecting on the information that has been written in previous publications ( Figure 2 ).

First step: Defining the main topic

Planning an LR is directly linked to the research main question of the thesis and occurs in parallel to students’ training in the three domains discussed above. The planning stage helps organize ideas, delimit the scope of the LR ( 11 ), and avoid the wasting of time in the process. Planning includes the following steps:

• Reflecting on the scope of the LR: postgraduate students will have assumptions about what material must be addressed and what information is not essential to an LR ( 13 , 18 ). Cooper’s Taxonomy of Literature Reviews 2 systematizes the writing process through six characteristics and nonmutually exclusive categories. The focus refers to the reviewer’s most important points of interest, while the goals concern what students want to achieve with the LR. The perspective assumes answers to the student’s own view of the LR and how he/she presents a particular issue. The coverage defines how comprehensive the student is in presenting the literature, and the organization determines the sequence of arguments. The audience is defined as the group for whom the LR is written.
• Designating sections and subsections: Headings and subheadings should be specific, explanatory and have a coherent sequence throughout the text ( 4 ). They simulate an inverted pyramid, with an increasing level of reflection and depth of argument.
• Identifying keywords: The relevant keywords for each LR section should be listed to guide the literature search. This list should mirror what Hart (1998) ( 3 ) advocates as subject vocabulary . The keywords will also be useful when the student is writing the LR since they guide the reader through the text.
• Delineating the time interval and language of documents to be retrieved in the second step. The most recently published documents should be considered, but relevant texts published before a predefined cutoff year can be included if they are classic documents in that field. Extra care should be employed when translating documents.

Second step: Searching the literature

The ability to gather adequate information from the literature must be addressed in postgraduate programs. Librarian support is important, particularly for accessing difficult texts. This step comprises the following components:

• Searching the literature itself: This process consists of defining which databases (electronic or dissertation/thesis repositories), official documents, and books will be searched and then actively conducting the search. Information literacy skills have a central role in this stage. While searching electronic databases, controlled vocabulary (e.g., Medical Subject Headings, or MeSH, for the PubMed database) or specific standardized syntax rules may need to be applied.

In addition, two other approaches are suggested. First, a review of the reference list of each document might be useful for identifying relevant publications to be included and important opinions to be assessed. This step is also relevant for referencing the original studies and leading authors in that field. Moreover, students can directly contact the experts on a particular topic to consult with them regarding their experience or use them as a source of additional unpublished documents.

Before submitting a dissertation/thesis, the electronic search strategy should be repeated. This process will ensure that the most recently published papers will be considered in the LR.

• Selecting documents for inclusion: Generally, the most recent literature will be included in the form of published peer-reviewed papers. Assess books and unpublished material, such as conference abstracts, academic texts and government reports, are also important to assess since the gray literature also offers valuable information. However, since these materials are not peer-reviewed, we recommend that they are carefully added to the LR.

This task is an important exercise in time management. First, students should read the title and abstract to understand whether that document suits their purposes, addresses the research question, and helps develop the topic of interest. Then, they should scan the full text, determine how it is structured, group it with similar documents, and verify whether other arguments might be considered ( 5 ).

Third step: Analyzing the results

Critical reading and thinking skills are important in this step. This step consists of the following components:

• Reading documents: The student may read various texts in depth according to LR sections and subsections ( defining the main topic ), which is not a passive activity ( 1 ). Some questions should be asked to practice critical analysis skills, as listed below. Is the research question evident and articulated with previous knowledge? What are the authors’ research goals and theoretical orientations, and how do they interact? Are the authors’ claims related to other scholars’ research? Do the authors consider different perspectives? Was the research project designed and conducted properly? Are the results and discussion plausible, and are they consistent with the research objectives and methodology? What are the strengths and limitations of this work? How do the authors support their findings? How does this work contribute to the current research topic? ( 1 , 19 )
• Taking notes: Students who systematically take notes on each document are more readily able to establish similarities or differences with other documents and to highlight personal observations. This approach reinforces the student’s ideas about the next step and helps develop his/her own academic voice ( 1 , 13 ). Voice recognition software ( 16 ), mind maps ( 5 ), flowcharts, tables, spreadsheets, personal comments on the referenced texts, and note-taking apps are all available tools for managing these observations, and the student him/herself should use the tool that best improves his/her learning. Additionally, when a student is considering submitting an LR to a peer-reviewed journal, notes should be taken on the activities performed in all five steps to ensure that they are able to be replicated.

Fourth step: Writing

The recognition of when a student is able and ready to write after a sufficient period of reading and thinking is likely a difficult task. Some students can produce a review in a single long work session. However, as discussed above, writing is not a linear process, and students do not need to write LRs according to a specific sequence of sections. Writing an LR is a time-consuming task, and some scholars believe that a period of at least six months is sufficient ( 6 ). An LR, and academic writing in general, expresses the writer’s proper thoughts, conclusions about others’ work ( 6 , 10 , 13 , 16 ), and decisions about methods to progress in the chosen field of knowledge. Thus, each student is expected to present a different learning and writing trajectory.

In this step, writing methods should be considered; then, editing, citing and correct referencing should complete this stage, at least temporarily. Freewriting techniques may be a good starting point for brainstorming ideas and improving the understanding of the information that has been read ( 1 ). Students should consider the following parameters when creating an agenda for writing the LR: two-hour writing blocks (at minimum), with prespecified tasks that are possible to complete in one section; short (minutes) and long breaks (days or weeks) to allow sufficient time for mental rest and reflection; and short- and long-term goals to motivate the writing itself ( 20 ). With increasing experience, this scheme can vary widely, and it is not a straightforward rule. Importantly, each discipline has a different way of writing ( 1 ), and each department has its own preferred styles for citations and references.

Fifth step: Reflecting on the writing

In this step, the postgraduate student should ask him/herself the same questions as in the analyzing the results step, which can take more time than anticipated. Ambiguities, repeated ideas, and a lack of coherence may not be noted when the student is immersed in the writing task for long periods. The whole effort will likely be a work in progress, and continuous refinements in the written material will occur once the writing process has begun.

LITERATURE REVIEW CHECKLIST

In contrast to review papers, the LR of a dissertation/thesis should not be a standalone piece or work. Instead, it should present the student as a scholar and should maintain the interest of the audience in how that dissertation/thesis will provide solutions for the current gaps in a particular field.

A checklist for evaluating an LR is convenient for students’ continuous academic development and research transparency: it clearly states the desired achievements for the LR of a dissertation/thesis. Here, we present an LR checklist developed from an LR scoring rubric ( 11 ). For a critical analysis of an LR, we maintain the five categories but offer twelve criteria that are not scaled ( Figure 3 ). The criteria all have the same importance and are not mutually exclusive.

First category: Coverage

1. justified criteria exist for the inclusion and exclusion of literature in the review.

This criterion builds on the main topic and areas covered by the LR ( 18 ). While experts may be confident in retrieving and selecting literature, postgraduate students must convince their audience about the adequacy of their search strategy and their reasons for intentionally selecting what material to cover ( 11 ). References from different fields of knowledge provide distinct perspective, but narrowing the scope of coverage may be important in areas with a large body of existing knowledge.

Second category: Synthesis

2. a critical examination of the state of the field exists.

A critical examination is an assessment of distinct aspects in the field ( 1 ) along with a constructive argument. It is not a negative critique but an expression of the student’s understanding of how other scholars have added to the topic ( 1 ), and the student should analyze and contextualize contradictory statements. A writer’s personal bias (beliefs or political involvement) have been shown to influence the structure and writing of a document; therefore, the cultural and paradigmatic background guide how the theories are revised and presented ( 13 ). However, an honest judgment is important when considering different perspectives.

3. The topic or problem is clearly placed in the context of the broader scholarly literature

The broader scholarly literature should be related to the chosen main topic for the LR ( how to develop the literature review section). The LR can cover the literature from one or more disciplines, depending on its scope, but it should always offer a new perspective. In addition, students should be careful in citing and referencing previous publications. As a rule, original studies and primary references should generally be included. Systematic and narrative reviews present summarized data, and it may be important to cite them, particularly for issues that should be understood but do not require a detailed description. Similarly, quotations highlight the exact statement from another publication. However, excessive referencing may disclose lower levels of analysis and synthesis by the student.

4. The LR is critically placed in the historical context of the field

Situating the LR in its historical context shows the level of comfort of the student in addressing a particular topic. Instead of only presenting statements and theories in a temporal approach, which occasionally follows a linear timeline, the LR should authentically characterize the student’s academic work in the state-of-art techniques in their particular field of knowledge. Thus, the LR should reinforce why the dissertation/thesis represents original work in the chosen research field.

5. Ambiguities in definitions are considered and resolved

Distinct theories on the same topic may exist in different disciplines, and one discipline may consider multiple concepts to explain one topic. These misunderstandings should be addressed and contemplated. The LR should not synthesize all theories or concepts at the same time. Although this approach might demonstrate in-depth reading on a particular topic, it can reveal a student’s inability to comprehend and synthesize his/her research problem.

6. Important variables and phenomena relevant to the topic are articulated

The LR is a unique opportunity to articulate ideas and arguments and to purpose new relationships between them ( 10 , 11 ). More importantly, a sound LR will outline to the audience how these important variables and phenomena will be addressed in the current academic work. Indeed, the LR should build a bidirectional link with the remaining sections and ground the connections between all of the sections ( Figure 1 ).

7. A synthesized new perspective on the literature has been established

The LR is a ‘creative inquiry’ ( 13 ) in which the student elaborates his/her own discourse, builds on previous knowledge in the field, and describes his/her own perspective while interpreting others’ work ( 13 , 17 ). Thus, students should articulate the current knowledge, not accept the results at face value ( 11 , 13 , 17 ), and improve their own cognitive abilities ( 12 ).

Third category: Methodology

8. the main methodologies and research techniques that have been used in the field are identified and their advantages and disadvantages are discussed.

The LR is expected to distinguish the research that has been completed from investigations that remain to be performed, address the benefits and limitations of the main methods applied to date, and consider the strategies for addressing the expected limitations described above. While placing his/her research within the methodological context of a particular topic, the LR will justify the methodology of the study and substantiate the student’s interpretations.

9. Ideas and theories in the field are related to research methodologies

The audience expects the writer to analyze and synthesize methodological approaches in the field. The findings should be explained according to the strengths and limitations of previous research methods, and students must avoid interpretations that are not supported by the analyzed literature. This criterion translates to the student’s comprehension of the applicability and types of answers provided by different research methodologies, even those using a quantitative or qualitative research approach.

Fourth category: Significance

10. the scholarly significance of the research problem is rationalized.

The LR is an introductory section of a dissertation/thesis and will present the postgraduate student as a scholar in a particular field ( 11 ). Therefore, the LR should discuss how the research problem is currently addressed in the discipline being investigated or in different disciplines, depending on the scope of the LR. The LR explains the academic paradigms in the topic of interest ( 13 ) and methods to advance the field from these starting points. However, an excess number of personal citations—whether referencing the student’s research or studies by his/her research team—may reflect a narrow literature search and a lack of comprehensive synthesis of ideas and arguments.

11. The practical significance of the research problem is rationalized

The practical significance indicates a student’s comprehensive understanding of research terminology (e.g., risk versus associated factor), methodology (e.g., efficacy versus effectiveness) and plausible interpretations in the context of the field. Notably, the academic argument about a topic may not always reflect the debate in real life terms. For example, using a quantitative approach in epidemiology, statistically significant differences between groups do not explain all of the factors involved in a particular problem ( 21 ). Therefore, excessive faith in p -values may reflect lower levels of critical evaluation of the context and implications of a research problem by the student.

Fifth category: Rhetoric

12. the lr was written with a coherent, clear structure that supported the review.

This category strictly relates to the language domain: the text should be coherent and presented in a logical sequence, regardless of which organizational ( 18 ) approach is chosen. The beginning of each section/subsection should state what themes will be addressed, paragraphs should be carefully linked to each other ( 10 ), and the first sentence of each paragraph should generally summarize the content. Additionally, the student’s statements are clear, sound, and linked to other scholars’ works, and precise and concise language that follows standardized writing conventions (e.g., in terms of active/passive voice and verb tenses) is used. Attention to grammar, such as orthography and punctuation, indicates prudence and supports a robust dissertation/thesis. Ultimately, all of these strategies provide fluency and consistency for the text.

Although the scoring rubric was initially proposed for postgraduate programs in education research, we are convinced that this checklist is a valuable tool for all academic areas. It enables the monitoring of students’ learning curves and a concentrated effort on any criteria that are not yet achieved. For institutions, the checklist is a guide to support supervisors’ feedback, improve students’ writing skills, and highlight the learning goals of each program. These criteria do not form a linear sequence, but ideally, all twelve achievements should be perceived in the LR.

CONCLUSIONS

A single correct method to classify, evaluate and guide the elaboration of an LR has not been established. In this essay, we have suggested directions for planning, structuring and critically evaluating an LR. The planning of the scope of an LR and approaches to complete it is a valuable effort, and the five steps represent a rational starting point. An institutional environment devoted to active learning will support students in continuously reflecting on LRs, which will form a dialogue between the writer and the current literature in a particular field ( 13 ).

The completion of an LR is a challenging and necessary process for understanding one’s own field of expertise. Knowledge is always transitory, but our responsibility as scholars is to provide a critical contribution to our field, allowing others to think through our work. Good researchers are grounded in sophisticated LRs, which reveal a writer’s training and long-lasting academic skills. We recommend using the LR checklist as a tool for strengthening the skills necessary for critical academic writing.

AUTHOR CONTRIBUTIONS

Leite DFB has initially conceived the idea and has written the first draft of this review. Padilha MAS and Cecatti JG have supervised data interpretation and critically reviewed the manuscript. All authors have read the draft and agreed with this submission. Authors are responsible for all aspects of this academic piece.

ACKNOWLEDGMENTS

We are grateful to all of the professors of the ‘Getting Started with Graduate Research and Generic Skills’ module at University College Cork, Cork, Ireland, for suggesting and supporting this article. Funding: DFBL has granted scholarship from Brazilian Federal Agency for Support and Evaluation of Graduate Education (CAPES) to take part of her Ph.D. studies in Ireland (process number 88881.134512/2016-01). There is no participation from sponsors on authors’ decision to write or to submit this manuscript.

No potential conflict of interest was reported.

1 The questions posed in systematic reviews usually follow the ‘PICOS’ acronym: Population, Intervention, Comparison, Outcomes, Study design.

2 In 1988, Cooper proposed a taxonomy that aims to facilitate students’ and institutions’ understanding of literature reviews. Six characteristics with specific categories are briefly described: Focus: research outcomes, research methodologies, theories, or practices and applications; Goals: integration (generalization, conflict resolution, and linguistic bridge-building), criticism, or identification of central issues; Perspective: neutral representation or espousal of a position; Coverage: exhaustive, exhaustive with selective citations, representative, central or pivotal; Organization: historical, conceptual, or methodological; and Audience: specialized scholars, general scholars, practitioners or policymakers, or the general public.

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The Role of Books in Finding Ideas for Writing a Research Paper

Books are very useful resources from where researchers can find research ideas and themes. They are rich in terminologies and concepts, illustrations, references, indices, and literature review.

The materials needed for writing a research paper may depend on the scope of work and the topic. Such materials include magazine articles, books, newspaper articles, journal articles, and government resources.

For academic purposes , newspaper and magazine articles may not be appropriate because they mostly target lay readers. Books are preferred because they offer the benefit of credibility and have academic orientation. They play an important role in finding ideas for writing research paper, as revealed in this post.

Understanding terminologies and concepts

Getting into a topic investigation requires an identification of terminologies and key concepts to allow for scanning databases for research. Books cover topics in detail and so researchers can rely on them for idea generation and understanding the key issues relating to the topic.

It is important to understand terminologies and concepts as a way of enriching the research. Understanding the details of terminologies in scientific or technical concepts allow researchers and their readers to understand the messages easily. This is the basis of transmitting research content effectively. Books also offer ideas about research needs by identifying gaps in relevant areas of study. Therefore, they give researchers ideas for research directions in the future.

Illustrative materials

Books comprise illustrative materials to clarify the covered concepts. Topics such as photography and art are presented more effectively using visual aids. Graphs, tables, and graphs help to illustrate numerical data that describe sequential changes under specific conditions.

It is much easier to grasp sets of numerical data that are visually presented. Illustrations are valuable in helping researchers to understand complex ideas and concepts to allow them to generate research themes.

Most figures and tables in books have descriptive and clear titles to facilitate content understandability. The titles act as the table’s topic sentence that a researcher can review fast and find research inspirations. The tables are constructed in a way that elements are read from top to bottom rather than across.

Books document sources used for concept development and idea generation. The book bibliographies can offer researchers seminal works and names in a particular field and the main authorities in specific areas. From the related bibliographies, the researchers can relate concepts and come up with creative research ideas.

Sometimes students may get overwhelmed while trying to find an idea for writing a research paper from books. In such a case, they can find writing help from StudyClerk. That is where I head to when I am wondering can someone do my research paper for me and deliver on time. The writing professionals understand the importance of books in research and can guide any graduate student accordingly. The students can concentrate on other aspects of their education, such as attending lectures and revising for their exams, knowing that the research work is well taken care of.

The book index

The index that appears on books is important to any researcher wanting to locate information in the book fast. A book with no index is likely to have a table of content that is more detailed to guide the researchers in content location.

Most books have their table of contents well organized and listing the main parts of the book. They are well-formatted, with headings and titles matching the contents of the text.

If a researcher knows the area of study they want to research on, they can generate ideas by linking various lists of contents as they appear in the books. This is because they will be able to see how the document is organized and find inspiration.

Literature review

Many books consist of literature reviews or surveys that can guide the researchers in idea generation. Literature reviews offer an overview of the explored sources during the research and demonstrate how the research fits in a given study field.

Researchers must identify the main literature work that has been done in a subject they are interested in. A book with sections or chapters compiled by different authors may have literature reviews or surveys for the different sections of the book.

Literature review reveals gaps within the literature and resolves any conflicts among the contradictory studies. The researchers can generate topic ideas and themes from the gaps revealed and the conflicting issues in the previous studies.

Books are very useful resources from where researchers can find research ideas and themes. They are rich in terminologies and concepts, illustrations, references, indices, and literature review. They offer a great starting point for a researcher willing to deliver credible and authoritative research work that can inspire others. Even if books seem to be outdated due to technological advancement and reliance on the internet, their value cannot be overlooked.

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Authors share the importance of books in curating knowledge

Author: guest contributor.

In academia, and in the discipline of business and management studies in particular, the pressures of combining journal publishing with teaching can be substantial. It’s no secret that universities incentivise their faculty to publish in journals with high impact factors, meaning that the value of book publishing can sometimes be underestimated.

But books play a significant role in advancing our understanding of new trends, concepts and phenomena. They advance scholarship, provide definitive foundations for early career researchers, discuss implications for academia and practice, and provide new insights into fast emerging areas.

My first edited book was on Sustainable Fashion – a cradle to upcycle approach, which emerged from my personal research interest and passion of sustainability in the fashion industry. The book provided an opportunity to not only work with peers and colleagues but reach out to the wider academic community and bring together a variety of research topics, ideas, debates and critical insights that view the same topic from different lenses, thereby providing an interdisciplinary outlook.

An edited book is a great way to build relationships as part of the editorial team – and can also enhance organisational skills – as well as offer opportunities to publish in collaboration with others. It is also an opportunity to establish your name in the field.

Students especially are very keen on books, as they can be easily accessible and often have case studies included, making them easier to digest. From personal experience, seeing the interest and take up of ideas is an incredible feeling, as it highlights the passion, creativity, and importance of the field. Having these debates, being able to read what is going on in the field and broadening one’s knowledge base, are just some of the reasons, why I enjoy being an editor." 

Dr Claudia E Henninger is Senior Lecturer in Fashion Marketing Management at the University of Manchester. Her research interest is in sustainability, the circular economy, and more specifically collaborative consumption, in the context of the fashion industry. Her work has been published in the European Journal of Marketing, the Journal of Fashion Marketing & Management, and the International Journal of Management Review and is the Chair of the Academy of Marketing’s SIG Sustainability. 

Dr Claudia E Henninger has edited a number of books on sustainable fashion, including “ Sustainability in Fashion – A Cradle to Upcycle Approach , Vintage Luxury Fashion (2018), Social Commerce (2019) and Technology Driven Sustainability (2020).  

For doctoral students and early career scholars, in particular, books are resources from which they can develop a deeper and more comprehensive understanding of a research topic.  Books take much longer to write than typical research articles, but they also serve as a reference on multiple topics as opposed to one succinct construct.

The book format gives the author space to delve deeper into the subject matter and transition to newer constructs that are emerging. Trends need to be documented as they occur and not all trends relate directly to a research study. Documenting the trend and aligning the trend with previous studies allow for the potential emerging ideas to add to the knowledge base in the field. Faculty are required to add to the knowledge base through research. Books allow this to occur in ways that are different than what may or may not be a potential finding from a research study as opposed to what is occurring in many workplaces."         

Dr. Claretha Hughes is Professor of Human Resource and Workforce Development at the University of Arkansas. She has published numerous articles and chapters in peer-reviewed journals, books, and conferences and has 14 books. She serves as a book proposal reviewer for SAGE, Emerald, IGI Global, Palgrave Macmillan, and CyberTech Publishing. She is currently involved in a National Science Foundation Research in Formation of Engineers project as a Co-PI.

She has served in manufacturing leadership roles for Coca-Cola Bottling Company Consolidated, Abbott Laboratories, and Burlington Industries. She is a national member of ATD and has twice presented at the ATD International Conference and Exposition. Dr. Hughes is a Langevin Certified Master Trainer, Harvard Management Development Fellow, and a Darden School of Business Minority Executive Education Scholar. She has a PhD in Career and Technical Education from Virginia Tech, Master of Textiles in Textile Technology Management from NC State University, B.A. in Chemistry from Clemson University, and MBA in Management from University of Arkansas.

Books are cultural artifacts that transcend across cultures and generations for all of time. Their utility not only provides impact and knowledge journeys for many generations, but they connect generations from one century to another. They are treasures that many of us keep and hand down to colleagues, friends and family. To write an authored book and be published is such a privilege as it is an opportunity to reach out and touch civilizations across the globe in multiple ways such as spiritually and intellectually. The value of writing an authored book provides an expression of your consolidated knowledge to share with others whether they are at the beginning of their career or well matured in their career paths.

To develop an edited book, the global journey commences at the outset with one’s peers where thought leaders unite to share their expertise in chapters that facilitate the development of a multidimensional body of work. Such a collection of thought leadership is a dissemination of knowledge within one publication that few can rival and provides a passage to lifelong learning. Thus the global mobility and accessibility of books which are available to the general and specialized public, transcends journal papers which are available to only a specialized audience.  For me, books provide the general public plus academics from all disciplines a communication pathway to freedom and growth."

Adela J McMurray is Professor of Management/HRM and Innovation at Flinders University Australia. She is Honorary Professor at RMIT University Australia and Adjunct Professor at Swinburne University Australia. She serves as guest editor on the Journal of Applied Energy, the Journal of Cleaner Production and she is associate editor of the Journal of Management History. Professor McMurray has extensive experience researching in public and private sectors and has published over 300 publications. Her research is Internationally recognized, and she is the recipient of four Australian Research Council grants, two industry Collaborative Research Centre grants and various other International grants totaling over AUD$5million. 

Adela has won numerous international teaching, leadership, HDR supervision and best paper awards. She chaired the USA Academy of Management’s International Theme Committee and is a member of various journal Editorial Advisory Boards. Adela’s research expertise addresses: Innovation, Culture, Sustainability, Commitment, Entrepreneurship and Leadership including Organizational Change and Development in public and private sectors.

Adela is co-editor of The Palgrave Handbook of Leadership in Transforming Asia and The Palgrave Handbook of Workplace Innovation .

We hope this selection of author perspectives inspire you to write your own book one day. If you have any queries, or want to discuss your book ideas or publishing with us, contact our editors.

Guest Contributors include Springer Nature staff and authors, industry experts, society partners, and many others. If you are interested in being a Guest Contributor, please contact us via email: [email protected] .

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Why reading books is good for society, wellbeing and your career

Senior Lecturer with School of Economics, Finance and Marketing and Behavioural Business Lab Member, RMIT University

Postdoctoral research fellow, The University of Melbourne

Professor of Economics (Health Economist), RMIT University

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TikTok allows video up to 10 minutes, but says surveys show almost half its users are stressed by anything longer than a minute . An Instagram video can be up to 90 seconds, but experts reckon the ideal time to maximise engagement is less than 15 seconds . Twitter doubled the length of tweets in 2017 to 280 characters , but the typical length is more like 33 characters .

It’s easy to get sucked into short and sensational content. But if you’re worried this may be harming your attention span, you should be . There’s solid evidence that so many demands on our attention make us more stressed , and that the endless social comparison makes us feel worse about ourselves.

For better mental health, read a book.

Studies show a range of psychological benefits from book-reading. Reading fiction can increase your capacity for empathy , through the process of seeing the world through a relatable character. Reading has been found to reduce stress as effectively as yoga . It is being prescribed for depression – a treatment known as bibliotherapy .

Book-reading is also a strong marker of curiosity – a quality prized by employers such as Google. Our research shows reading is as strongly associated with curiosity as interest in science, and more strongly than mathematical ability.

And it’s not just that curious minds are more likely to read because of a thirst for knowledge and understanding. That happens too, but our research has specifically been to investigate the role of reading in the development of curious minds.

Read more: Too many digital distractions are eroding our ability to read deeply, and here's how we can become aware of what's happening — podcast

Tracking reading and curiosity

Our findings come from analysing data from the Longitudinal Surveys of Australian Youth , which tracks the progress of young Australians from the age of 15 till 25.

Longitudinal surveys provide valuable insights by surveying the same people – in this case a group of about 10,000 young people. Every year for ten years they are asked about their achievements, aspirations, education, employment and life satisfaction.

There have been five survey cohorts since 1998, the most recent starting in 2016. We analysed three of them – those beginning in 2003, 2006 and 2009, looking at the data up to age 20, at which age most have a job or are looking for one.

The survey data is rich enough to develop proxy measures of reading and curiosity levels. It includes participants’ scores in the OECD Programme for International Student Assessment tests for reading, mathematics and science ability. There are survey questions about time spent reading for pleasure, time reading newspapers or magazines, and library use.

To measure curiosity, we used respondents’ answers to questions about their interest in the following:

• learning new things
• thinking about why the world is in the state it is
• finding out more about things you don’t understand
• finding out about a new idea
• finding out how something works.

We used statistical modelling to control for environmental and demographic variables and distinguish the effect of reading activity as a teenager on greater curiosity as a young adult. This modelling gives us confidence that reading is not just correlated with curiosity. Reading books helps build curiosity.

Gloom and doom-scrolling

Does this mean if you’re older that it’s too late to start reading? No. Our results relate to young people because the data was available. No matter what your age, deep reading has benefits over social-media scrolling.

The short-term dopamine rush of scrolling on a device is an elusive promise. It depletes rather than uplifts us. Our limbic brain – the part of the brain associated with our emotional and behavioural responses – remains trapped in a spiral of pleasure-seeking.

Studies show a high correlation between media multitasking and attention problems due to cognitive overload . The effect is most evident among young people, who have grown up with social media overexposure .

US social psychologist Jonathan Haidt is among the researchers warning that high social media use is a major contributor to declining mental health for teenage girls:

Boys are doing badly too, but their rates of depression and anxiety are not as high, and their increases since 2011 are smaller.

Why this “giant, obvious, international, and gendered cause”? Haidt writes:

Instagram was founded in 2010. The iPhone 4 was released then too — the first smartphone with a front-facing camera. In 2012 Facebook bought Instagram, and that’s the year that its user base exploded. By 2015, it was becoming normal for 12-year-old girls to spend hours each day taking selfies, editing selfies, and posting them for friends, enemies, and strangers to comment on, while also spending hours each day scrolling through photos of other girls and fabulously wealthy female celebrities with (seemingly) vastly superior bodies and lives.

In 2020 Haidt published research showing girls are more vulnerable to “fear of missing out” and the aggression that social media tends to amplify. Since then he’s become even more convinced of the correlation.

Social media, by design, is addictive.

With TikTok, for example, videos start automatically, based on what the algorithm already knows about you. But it doesn’t just validate your preferences and feed you opinions that confirm your biases. It also varies the content so you don’t know what is coming next. This is the same trick that keeps gamblers addicted.

Tips to get back into books

If you are having difficulty choosing between your phone and a book, here’s a simple tip proven by behavioural science . To change behaviour it also helps to change your environment.

Try the following:

Carry a book at all times, or leave books around the house in convenient places.

Schedule reading time into your day. 20 minutes is enough . This reinforces the habit and ensures regular immersion in the book world.

If you’re not enjoying a book, try another. Don’t force yourself.

You’ll feel better for it – and be prepared for a future employer asking you what books you’re reading.

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Why Do We Still Read Books?

Humans appear to have a primal need for narrative and the written word..

Posted May 12, 2024 | Reviewed by Devon Frye

• People predicted that reading books would become extinct due to digital technology.
• Reading books has remained a popular activity in the Digital Age.
• Reading appears to be a basic human drive rooted in cognition.

As it became clear in the 1990s that digital culture would transform everyday life, many critics predicted that books would go the way of the horse and buggy. Books, and print culture in general, would soon be seen as anachronisms in a world in which information was sent and received by more advanced technology, they held, echoing experts who expressed a similar opinion when television appeared a half-century earlier.

Print culture has not become obsolete, however, and reading books, both as hard copies and in digital form, remains a popular activity. In fact, book sales have been robust in recent years, partly due to the pandemic. Sales of print books rose 9 percent in 2021, according to Publishers Weekly , and the market has remained strong since then.

Why is this so? What is it about books, which have been around in some form since 500 BC (as hand-written scrolls) that make them an essential feature of the human condition?

Bright minds have offered some answers to these questions, one of them being Carmen Martin Gaite, who expressed her views in 1989. “Reading provides insight into a secret world that liberates one from the hostile pressures of the environment , from the routines and deceptions that the confrontation with reality produces,” she wrote, having experienced that special feeling at an early age.

It was ironic that this “prize awarded by reading,” as Gaite described it, was being recognized and appreciated at a time when sitting down with a book was already being seen by some as an antiquated, even absurd practice. The concentration required by deliberate reading afforded a sense of calm in an increasingly frenetic world, Gaite held, considering the chance to escape from the noise and chaos and embrace solitude “a miraculous feat.”

In his 1988 Lost in a Book: The Psychology of Reading for Pleasure , Victor Nell said much the same thing. Reading was for Nell, as he began his book, “as rousing, colorful and transfiguring as anything out there in the real world” and a rare opportunity to “acquire peace, become more powerful, and feel braver and wiser.”

Alongside such musings, Nell provided statistics drawn from clinical research that lent evidence to his argument that reading offered psychological benefits to those who took the time to do it. Reading was not just a joyful experience but a nearly universal one, he pointed out, implying that there was a basic human drive to both produce and consume narrative. Losing oneself in a book, as the title of his suggested, was good for both brain and body, the research showed—something that devoted readers already knew.

The questioning of the role of reading in the digital age provoked a flurry of thoughts that offered keen insights into why people chose to spend their valuable time looking at words in a book or on a screen. Why read rather than watch a film, listen to music, or take a walk in the park?

Barbara Herrnstein Smith asked that good question and provided some equally good answers. For her, reading was essentially a certain kind of scanning of the environment, i.e., a visual attempt to determine what was good or bad out there in the world. People scan the environment all the time in such a way, a natural instinct to assess signs to gain information that might be useful.

As a cognitive activity, reading could serve all kinds of purposes, with particular ones contingent on the motive of the individual in relation to the material. “What reading can do depends on who is doing the reading as much as on what is being read,” Smith wrote, with “personal, cultural, and intellectual histories, distinctive situations, interests, and anxieties, and distinctive physiologies, including brain wiring,” entering the equation.

Durable, resilient , and somehow resistant to external forces, reading at its core remains a fundamental human endeavor, and reports of its impending death are greatly exaggerated. Reading books, whether fiction, non-fiction, or everything in between, is not just a sanctuary from the cultural storm but a healing, therapeutic agent that appears to be based in brain chemistry.

Nell, Victor. (1988). Lost in a Book: The Psychology of Reading for Pleasure. New Haven, CT: Yale University Press.

Samuel, Lawrence R. (2024). Literacy in America: A Cultural History of the Past Century. Lanham, MD: Rowman & Littlefield.

Lawrence R. Samuel, Ph.D. , is an American cultural historian who holds a Ph.D. in American Studies and was a Smithsonian Institution Fellow.

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College & Research Libraries News  ( C&RL News ) is the official newsmagazine and publication of record of the Association of College & Research Libraries,  providing articles on the latest trends and practices affecting academic and research libraries.

C&RL News  became an online-only publication beginning with the January 2022 issue.

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Jennifer Matthews is head of collection services at the Rowan University Campbell Library, email: [email protected] .

Ane Turner Johnson is professor of educational leadership, administration, and research at Rowan University, email: [email protected] .

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Jennifer Matthews and Ane Turner Johnson

What Students Want

Electronic v. Print Books in the Academic Library

Jennifer Matthews is head of collection services at the Rowan University Campbell Library, email: [email protected] . Ane Turner Johnson is professor of educational leadership, administration, and research at Rowan University, email: [email protected] .

© 2024 Jennifer Matthews and Ane Turner Johnson

A ttending college can be a significant milestone in many young adults’ lives. For some, it is a well-worn path walked by multiple generations, while for others, it is a new journey marked by an unfamiliarity with the expectations of the collegiate environment. First-generation college students do not have generations of experience and knowledge to rely on or to consult regarding academia’s hidden policies and procedures. As a result, understanding aspects of college life that reinforce first-generation students’ efforts to succeed throughout their college journey is essential for libraries. Today’s university administration tends to assume that first-generation students are digital natives who prefer electronic resources since they have grown up surrounded by this technology. 1 On the other hand, libraries have witnessed first-generation students frustrated by current technology despite their digital native status, adding another barrier to success.

Besides being alert to how engaged students may be with technology, libraries are also fundamentally aware that print books and electronic books lead to different outcomes depending on the reading styles of students. 2 Print books have been linked to deeper focus and concentration, better integration of concepts, and easier memorization. In contrast, electronic books are linked to quick decision-making, rapid pattern recognition, instant gratification, and often impatience when results are not immediate. 3 The choice of reading material often aligns with the student’s desired reading style to achieve the optimum outcome.

Perhaps more than ever, libraries should know students’ preferences for reading materials when preparing for classroom assignments and exams. This is especially important when university administrations are unilaterally determining to close brick-and-mortar libraries for virtual versions with little input from those affected. 4 Fortunately, recent examples of such efforts did not materialize after community objections. A focus on digital resources requires careful consideration of library policies by policymakers to ensure that they reflect the university’s public mission and ensure the success of all students. At Rowan University, one such endeavor was to embark on this study to determine if our policies actually reflected the ways in which the student body used the library collection.

About the Institution

Rowan University is a four-year public research institution in the northeastern United States. It has a rapidly growing undergraduate student population, with over one-third identifying as members of underrepresented groups, plus 5,711 self-identified first-generation students. Like many research institutions, it boasts a multi-library system, with two medical libraries catering mainly to graduate students and a central library focusing primarily on the undergraduate student population. With such a large body of first-generation students, the study team, which consisted of a librarian doctoral student and their advisor, was interested in learning how the library’s current electronic primary collection policy might affect this population, as this policy requires the purchase of electronic books first, with rare exceptions for print book purchasing.

Rowan University has been an e-primary institution since 2015 to address many issues, including lack of space. Rowan University Library’s collection development policy was adapted to reflect this need and requires that the library purchase materials in an electronic format first, with exceptions for curricular and format needs. In practice, this policy has led to frustration and annoyance with the library for students who cannot access materials in their preferred format.

Investigating Library Policy

In the fall of 2022, the study team designed a mixed methods study to explore the effectiveness of the electronic primary policy and received IRB approval. Data were collected in two parallel phases and used an intrinsic case study design to focus on first-generation college students at Rowan University. 5 The study aimed to better understand this population’s behaviors and preferences toward print or electronic books in the Rowan University Libraries’ collection. The quantitative phase focused on the Academic Reading Questionnaire, 6 which was chosen because Likert items are designed to measure an individual’s attitudes toward a particular topic, and attitudes displayed by individuals indicate a positive behavioral belief. 7 Analyzing these results informed the study team of behavioral beliefs toward print or electronic books. The survey, distributed twice during the fall semester using stratified random sampling methods, included continuing-generation college students, soliciting 318 responses. The data, collected via Rowan University’s instance of Qualtrics, were downloaded, then analyzed using SPSS software. All personal information was kept in a separate anonymized and password-protected file. Survey questions were then analyzed using contingency tables.

From the survey, 80 indicated interest, but 19 first-generation college students self-identified to be interviewed. The survey team then undertook a qualitative phase with these students to evaluate their engagement with library resources considering their unique collegiate needs and analyzed using Stake’s categorical aggregation technique. 8 During the interviews, participants could highlight and expand upon their preferences for using the print or electronic book collection in the Rowan University Libraries. All data were collected during the 2021–2022 academic year.

What We Learned

Through this mixed-methods study, the team discovered that both continuing-generation and first-generation students primarily prefer print books for course materials. In fact, kinesthetic learning was a prominent component of student preferences and relates to reading style through skimming or detailed reading as used by the student. Specific survey or interview questions did not cover this attribute. It first appeared in the survey’s free text area but was fully uncovered during the study team’s interviews. During these interviews with first-generation college students, they frequently mentioned their need to touch course materials. Below, three key aspects of participants’ kinesthetic learning experience are explored.

Kinesthetic Learning

While the need to touch course materials was not covered in the survey, several participants did mention this in the survey’s open-text field. In this section, participants said, “there is something about actually holding the material. It makes me able to comprehend the material better,” and “I prefer to annotate and work from a print version. I work best if I can turn the pages myself, and it’s easier to keep track of places I need to refer to.” One participant simply stated, “I think using the kinesthetic method is good for the student.” Again, participants were not queried about kinesthetic learning but about overall preferences for course materials rather than specifics, such as if they preferred to flip pages or scroll screens. Regardless, the need to touch the material was critical in their learning.

Recalling Material

In many cases, touch is related to the ability to recall a fact or reinforce subject matter while studying. Turning the page accentuates the material differently for these first-generation participants than the endlessly scrolling electronic book page. Most participants felt that the tactile experience of holding a book or flipping a page strengthened information retention as they studied. Sabrina stated,

I like having it in front of me. I like flipping through pages, trying to find texts. It’s better for me to focus, and overall, I just like physically having it in front of me that I can hold.

Other participants, like Dave, echoed this sentiment, stating, “I don’t retain as much without having the book in front of me. I guess you get the extra tactile feedback.” Thus, a direct connection exists between physically holding the text, focusing on the material, and later recalling it, making this a vital aspect of their study habits.

Deeper Engagement

Comparatively, participants felt that electronic books—with their never-ending screens—were too ephemeral in design and made it harder to pinpoint information without taking copious handwritten notes, printing information, or highlighting and annotating those documents. Almost as a group, participants mentioned that they do not read electronic books as deeply as they do print books. For instance, Nazir states,

I know I’m going to go through it quickly. I’m not going to absorb it and sit down. You know how people say, “Oh, skim over it?” One, I’m not that good at that, but when I’m using digital, it makes me do it.

In fact, direct engagement with the text became an event through which participants nurtured their learning. Nazir mentioned that he preferred printed books so that he “could go in the library. I can sit down, open it. I know I’m going to make an event out of the book. I like to really nurture it and really go through it.” Participants who sought that physical element were better able to reinforce, to nurture their learning through a deeper engagement with the content.

This study made apparent that while undergraduate students work in both print and electronic mediums, it is impossible to predict a common preference from one group of students to the next. Sharing the results of this study with both the library administration and the Provost’s office will enable discussions regarding current policies and practices at Rowan University that would allow for reflection surrounding student reading styles and the purchasing requirements that might affect these preferences. Additionally, engaging with the first-generation task force on campus could help construct more informed policies surrounding library materials and reading preferences, thus removing hidden barriers from this population. Finally, an expanded version of the study that seeks to understand how all underrepresented groups use library materials would lead to better policies and practices overall for the Rowan University Libraries.

Attending college for first-generation students is challenging, with many obstacles and barriers. University administrations and libraries often assume first-generation students are digital natives and have created policies that, in a significant part, do not consider how these students ultimately engage with library materials.

The work conducted in this study reinforced that first-generation students choose their reading material preference based on classroom assignments and exams. Libraries such as Rowan University that have an electronic resource–first policy are creating a disservice to not just their first-generation student population but, as this study indicated, other student populations on campus. From the administrative point of view, it appears beneficial to the student population to make resources widely available through electronic resource packages, which can be accessed from multiple locations and by the maximum number of individuals. However, participants interviewed and surveyed have strongly indicated that this does not adequately replace the print format for study and focus. It is also cheaper for the administration to make these resources available electronically because they no longer need to provide square footage for their print counterpart. Conversely, electronic materials are also typically purchased in packages (e.g., “Big Deals)” that, while often negotiated to the best of the library’s ability, still cost thousands more than the average print book version.

Rowan University Libraries and libraries of a similar class—for example, public research institutions catering to first-generation student populations—must continue providing greater access to print books for this population and other student populations with similar preferences and needs despite the electronic-first policies. As university administrations continue to push for an electronic-only library, it is essential to provide hard data from studies such as this to indicate the continued need for print collections. Libraries need to continue to advocate strongly for resources that are in the best interest of the students to facilitate student success and matriculation. Through joint conversations, the Rowan University Libraries and similar libraries can continue to ensure that policies and procedures are developed and maintained that do not undermine specific student populations in the future, but rather factor into these populations’ college success.

• Marc Prensky, “Digital Natives, Digital Immigrants, Part 1,” On the Horizon 9, no. 5 (2001): 1–6, https://doi.org/10.1108/10748120110424816 .
• Maryanne Wolf and Mirit Barzillai, “The Importance of Deep Reading,” Educational Leadership 66, no. 6 (2009): 32–37, https://www.ascd.org/el/articles/the-importance-of-deep-reading .
• Wolf and Barzillai, “The Importance of Deep Reading.”
• Jeralyn Darling, “VT Digger: Vermont State University to Close Libraries, Downgrade Sports Programs,” Newstex, Singer Island, February 8, 2023; David Jesse, “After Protests and a Resignation, a New University Withdraws a Plan for a Digital-First Library,” The Chronicle of Higher Education , April 25, 2023.
• John W. Creswell and Vicki L. Plano Clark, Designing and Conducting Mixed Methods Research, 3rd ed. (Thousand Oaks, CA: Sage, 2018); Robert E. Stake, The Art of Case Study Research (Thousand Oaks, CA: Sage, 1995).
• Diane Mizrachi, Academic Reading Questionnaire (Oakland, CA: The Regents of the University of California, 2015).
• Izek Ajzen, Attitudes, Personality, and Behavior (Chicago: Dorsey, 1988); Martin Fishbein, Readings in Attitude Theory and Measurement (New York: Wiley, 1967); Rensis Likert, “The Method of Constructing an Attitude Scale,” in Martin Fishbein, Readings in Attitude Theory and Measurement (New York: Wiley, 1967), 90–95.
• Stake, Art of Case Study Research.

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How Brown v. Board of Education informed Topeka superintendent Tiffany Anderson's book

Rising at 2 a.m. daily, Topeka Public Schools superintendent Tiffany Anderson for the past year thought about how to encourage parents to be their child's first teacher through the legacy of the historic Brown v. Board of Education case.

The result is Anderson's book "Building Parent Capacity in High-Poverty Schools: Actions for Authentic Impact," which will be published Tuesday, just four days after the 70th anniversary of the U.S. Supreme Court's Brown v. Board ruling.

"Highlighting the anniversary and the milestone is exciting … but it shouldn't stop there and it doesn't stop there," said Anderson, who is Topeka USD 501's first Black female superintendent and its longest-serving leader. "It's really about a story and a journey that is continuing today in Topeka, Kansas."

Anderson said she focuses on the importance of building engagement within communities around educational facilities. She explores what lies "beyond Brown v. Board."

The book is 128 pages and can be found in bookstores' professional learning, nonfiction education and nonfiction academic administration sections.

On Monday, Anderson will host a free webinar titled "Uplifting the Legacy of Brown v. Board of Education by Building Parent Capacity."

Topeka superintendent: Parents are the first educators for their children

Anderson said it was important for her to start the book by retelling the Brown v. Board case.

"Now, ultimately, the book itself starts off with who are these plaintiffs, who were their children," Anderson said. "They were parents, ultimately, their children became parents and many integrated public schools. The book really focuses on building parent capacity, encouraging parents to become involved in schools and encouraging parents to truly become engaged as parents are really a child's first teacher."

The book comprises of research on education systems and their relationships with the communities they reside in, anecdotal examples of said relationships and workbook-style passages with tips for parents.

"A lot of the research was reaffirming in regards to acknowledging the importance of community members and partners coming together to have voices elevated," Anderson said. "Student agency was also important in terms of the voice of students and civic engagement of families, making a difference in schools.

"So, a lot of the research confirms that students and families that are in high poverty and really in any situation, but certainly in high poverty can excel at high levels when we invest in the whole family and when we wrap services around the whole family."

Tiffany Anderson started on book after finishing seminary school

Anderson said the book took about a year to write and that she would work on the book in the early hours of the day before heading into work. She said she started working on the book shortly after completing seminary school last year, which made for a smooth transition.

"I start my morning at 2 a.m. and so a lot of my studying for seminary was between 2 a.m. and 5 a.m.," Anderson said. "So it was a nice natural continued system of replacing studying for seminary with starting my morning with devotional and then writing. That's a very cathartic experience, to be able to be in a place that has such history and to have the opportunity to literally write about experiences that you see."

When asked what she wants the book to accomplish, Anderson said she'd like educators and parents to use it as a tool.

"My hope is that it becomes a tool for educators that are coming out today as teachers and as a tool to remain hopeful," Anderson said. "And they create new opportunities where they might not have seen some in the past."

What is Topeka superintendent Tiffany Anderson's background?

Anderson became Topeka USD 501's superintendent in 2016 after working as a teacher, principal, assistant superintendent and superintendent earlier in her career.

She has received three national Magna Awards from the National School Board Association for the district’s innovative approaches impacting families and the community, according to a statement from Topeka Public Schools. In 2016, Anderson was selected by EDWeek as one of the nation's 16 Leaders to Learn From in 2023 and the American Association of School Administrators recognized her with the national Women in School Leadership Award.

Anderson received her bachelor's degree from Saint Louis University, her master's degree at the University of Missouri St. Louis and her doctorate at Saint Louis University, according to her TPS profile . She is a board member on the Kansas Board of Regents for the Technical Education Authority overseeing all two-year colleges and technical schools and was the co-chair of the Commission for Racial Equity and Justice in Kansas.

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Why is reading important? The lifelong benefits of reading 

The importance of reading can be a hot button topic. When you bring it up, it tends to cause one of two dramatic reactions in adults—both of which probably come from thoughts of their childhood experiences. What is it about reading? Some people will get a dreamy look in their eyes and tell you about the hours they can spend curled up with a book, in a different world, or with a highlighter, dog-earring pages to revisit. For others, they glaze over a bit, and you can almost see the confidence drain out of their body. “Reading was hard,” they’ll tell you. “I still don’t think I’m a good reader.”

I’m sure you can relate to one or the other, or maybe both depending on your experience. For some, reading comes easily, they receive and process sound and print associations and can move quickly into more sophisticated structure and content. For many others (more than we previously thought), their teachers did the best they could, but perhaps didn’t have the training to offer the direct instruction they needed to really understand the nuances of spoken and written language and how to decipher it. For still others, they had something standing in their way—whether they knew it or not. And sadly, maybe some gave up.

The body of research called the science of reading now helps us understand that virtually all children can learn to read with the appropriate evidence-aligned, direct instruction. And the benefits of being a fluent reader are far greater than just feeling confident in school. So why is reading important? Reading is a lifelong skill that improves memory, builds a robust vocabulary and foundation of knowledge, and adds a richness and depth of meaning to life for all those who can access true, deep comprehension.

How does reading affect the brain?

We all understand that one of the benefits of reading more is that you might know more factual information or understand something more deeply. But as it turns out, reading doesn’t just fill your head with information, it actually changes the wiring in your brain.

One of the significant ways reading affects the brain is through perspective taking. When you read and find yourself thinking about the characters in the book as if they are real people, with perspectives possibly very different than your own, it allows for growth of emotional intelligence and empathy. When your brain is deeply engaged in reading, you have a huge increase in brain activity—and not just in the language centers.

According to Maryanne Wolf, literacy scholar and professor of childhood development, deep reading literally nourishes our capacity for attention, empathy, and insight.

“At a basic brain level, we really do experience the same thing the characters do. We don’t just understand a book—on a neurological level, we live it. When we read fiction, the brain actively simulates the consciousness of another person, including those whom we would never otherwise even imagine knowing. It allows us to try on, for a few moments, what it truly means to be another person,” Wolf sums up.

Deepening of empathy is the first benefit of reading on our list. Keep reading to see the other ways in which frequent and deep reading adds so much value over the course of a lifetime!

13 Benefits of reading

1. reading helps to develop empathy and foster connection with perspective taking.

You can never fully understand what it’s like to be in someone else’s shoes. But having empathy means you can feel what it might feel like to be in their situation. Or maybe you’ve experienced something similar and really do know what that particular event feels like. When we are deeply involved in a story, even if we don’t agree with many of the characters’ thoughts, actions, or words, we are called to consider their perspective. Believe it or not, this type of practice actually does transfer to real life situations. And frequently, connecting to a character’s differing beliefs can help you do just that in real life. They say you can never know a person until you walk a mile in their shoes. But here is a place where you can definitely see the importance of reading. Getting lost in a book is another excellent way to see the world from a different perspective. Even if you disagree with the author on every single page, you’re at least taking the time to hear and consider alternate points of view. And more often than not, you’ll find that reading about personal experiences can be a trigger to change your own mindset.

2. Reading improves critical thinking skills

Given the availability of all kinds of information via the internet, people might be asking, “Why is reading so important if I can just google it?” Google might give you a lot of information—sometimes factual and sometimes not, but it doesn’t tell you how to think. Building critical thinking skills is more important than ever for our children. Especially if they are using the internet. Critical thinking, or the ability to think deeply about a topic, question or idea, is a skill that needs to be practiced like any other.

When children spend a lot of time reading, they strengthen their ability to think about something from another point of view and to problem solve for someone outside of themselves. Finding solutions to a character’s problem helps children to think through other issues around them with similar discernment.

3. Reading builds vocabulary authentically and enhances conversation skills

The more time kids spend reading grade-level text, the more likely they are to authentically learn new words. This is true for both books that children read independently and those that are read aloud to them. In fact, reading aloud with children allows for exposure to sophisticated language and content that might be above their independent reading level, but not above their interest level. Not only is it a great way to bring in new vocabulary, it also keeps younger children interested in reading when they are still working towards being able to access higher level text. Additionally, engaging children in dialogic reading, or authentic conversation about the book as we read helps them to understand how to talk about reading and gives them language to be able to try out these types of conversations on their own.

4. Reading teaches social skills and allows for “rehearsal” of universal experiences

Often, informational text or nonfiction books are revered for their learning value in the classroom. But the truth is that reading fiction allows for a whole different set of skills to be developed and strengthened. When kids read about characters they love, they experience the things their characters go through almost as if it is them. Here we see a huge reason reading is important.

Research tells us that when we read about a certain experience or activity, our brain lights up in the same places as when we actually experience those things. This means children can almost practice going through feeling certain feelings or maybe even their first experiences with empathy, teaching them that they can imagine what it’s like to be in someone else’s shoes.

5. Reading strengthens cognitive processes

Cognitive processes help us learn new things. Neuroscientists say that reading actually strengthens your brain, even after you’ve moved on to something else. The more you read, the more parts of your brain activate, with lasting effects. Engaging in reading consistently bolsters cognitive processes because it exercises our brains, enhancing critical thinking and analytical skills.

Thinking through complex plots or understanding character motivations helps to foster problem-solving skills, encouraging readers to make connections and draw conclusions. Over time this can lead to improved memory retention, better concentration, and overall, more capacity for in-depth reading comprehension.

6. Reading is important because it helps to build background knowledge

Decades of research has shown that when it comes to reading unfamiliar texts, or reading to learn (as children experience in the upper elementary grades), the more background knowledge they have on a subject, the easier it will be for them to anchor new information to concepts they already have some knowledge of. This is sometimes referred to as Schema Theory, the idea that “comprehending a text is an interactive process between the reader’s background knowledge and the text.” The more you know, the easier you can learn new information.

7. Reading can help reduce stress for all ages

Here’s an incredible statistic: reading for as little as six minutes can decrease stress up to 68%. When you read, you distract your brain from the problems of the day. This allows your muscles to relax, decreasing blood pressure and heart rate. Reading a book is more effective at reducing stress than listening to music or even taking a walk. Studies on brain activity while reading tells us that reading can have the same effects on our brain and body as meditation in many ways. The brain is in a focused state, very similar to a mindfulness practice, reducing stress levels and promoting relaxation. This escape into a book not only offers a break from daily stressors but also helps cognitive function and encourages mental clarity—very similar to the benefits you might get from a regular meditation practice.

8. Reading can improve sleep

Reading can improve your sleep? Seems strange, but it’s true! In this age where devices rule, picking up a book at bedtime instead of watching TV or doing something on your phone is an easy way to help your brain power down and cue your body that it’s time for sleep. When we engage on anything with a screen before bedtime the bluelight it emits can interfere with the production of melatonin which helps us to naturally become tired and fall asleep. On the other hand, ​​reading is an activity that works your brain without active physical stimulation, because you can read while lying down. It slowly relaxes your body and mind into sleep.

9. Reading helps to build and maintain memory

When you read, your brain actively encodes and stores information, creating new connections between neurons. Visualizing scenes, characters, and details from a story engages the brain’s sensory regions, enhancing memory retention through vivid mental imagery. Additionally, the act of repeatedly encountering words, phrases, and concepts while reading reinforces memory pathways, leading to improved recall and retention of information in the long term. According to research, reading strengthens the white matter in your brain, making it easier to concentrate. White matter functions as insulation, wrapping around long nerve cell wires—this serves as communication connections between brain cells.

10. Reading strengthens writing skills

Reading and writing are impossible to separate from one another. The practice of one undeniably improves the skills of the other. For children, reading offers them a window into how authors write. It offers a study in different genres, styles, tones, and use of different vocabulary words. It can also be a creative spark for children who otherwise might have difficulty coming up with their own ideas to write about.

11. Reading also strengthens language and communication skills

This one doesn’t seem as obvious, but it’s true!  Researchers note that reading and speaking involve many of the same parts of the brain. In fact, reading is one of the most effective ways of boosting word recognition and comprehension, and of learning a foreign language.

12. Reading builds sturdier problem solving skills

To solve problems in everyday life, we have to identify the issue clearly, analyze the causes, and come up with creative solutions. Reading teaches all of these skills! Reading comprehension is all about understanding what’s happening in a story, then analyzing and evaluating the events and characters’ actions. Plus, when we read, we’re exposed to new ideas constantly, which can help us innovate when we need to solve problems.

13. Reading can provide a sense of support and belonging—particularly for those who might feel “on the outside”

As connected as we are these days, it’s also easier than ever to feel alone. For kids who are going through a hard time (at school, with friends, with a teacher, or with their parents or caregivers) this is especially true. One of the things reading offers is relatability and a reminder that we are not the first or only person to feel this way. Whether fiction or nonfiction, stories help us to process our own experiences—to feel seen and understood when this is missing in our real lives.

Tips for making reading more enjoyable

By now, it’s easier to see why reading is important. But for some kids, reading is really challenging. When reading feels difficult, it’s hard to enjoy it! Help kids find their love of reading with some of these tips:

Read aloud to all kids: little or big! When you read aloud to kids, it’s sometimes easier for them to access the storyline. This is especially true for kids that are having trouble with some of the foundational reading skills. Hearing you read aloud helps them to stay interested in books at a higher level and also models for them what reading should sound like with regards to fluency, expression, and prosody (the patterns of intonation and syllable stress in spoken language).

Look for books that reflect your kids’ interests. Do you have sports fans or truck lovers? Maybe you have budding artists or animal activists. Whatever their interests, they are more likely to be excited about reading if it’s a topic they love!

Help your readers notice information as you read. Point out new words and phrases or ask them what they think a character will do next or how something makes them feel. Engaging with the story and with unfamiliar language helps kids to understand that reading is more like a conversation with the author than a one-way activity.

Get your kids a library card. There’s nothing like roaming the library looking through shelves and getting cozy to have a look at something before you check it out. Share this experience with your kids and then give them ownership over their library card!

Get them hooked into a series. Once you know what your kids are interested in reading, look for a series that involves these things. Finding a series your kids love means they will be excited to get through one so they can move on to the next! Keep reading for some ideas on great series!

Popular book series to begin reading

Finding a good series of books is like finding the pot of gold at the end of the rainbow. Here are a few series to get you started:

• Grades K-2: Magic Treehouse books, Frog and Toad books, Judy Moody, Stella Diaz Series
• Grades 3-6: Harry Potter Series (books get more intense as the series continues so knowing your child and what they can handle is important here!), The Chronicles of Narnia, Addison Cooke series, Ranger’s Apprentice series, The Giver Quartet
• Grades 7-12: Project Nemesis Series, Red Rising Series, Miss Peregrine’s Home for Peculiar Children

The final word

Reading isn’t just about learning. Some of the reasons why reading is important is to foster a relaxed, inspiring, and enjoyable life filled with incredible stories, relatable characters, and the ability to broaden or deepen your knowledge just by picking up a book.

If you are looking for a comprehensive tool kit to help unlock foundational reading skills for all children, 95 Percent Group™ is your one stop shop for whole group Tier 1 Instruction, small group Tier 2 and Tier 3 intervention, or the new Literacy Intervention System. We also offer strategic coaching and professional learning to help launch a change in the way kids learn and teachers teach.

Are you interested in learning about how you can bring an effective and efficient structured literacy approach, grounded in the science of reading, to your school or district? Contact us today.

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Cultural Relativity and Acceptance of Embryonic Stem Cell Research

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There is a debate about the ethical implications of using human embryos in stem cell research, which can be influenced by cultural, moral, and social values. This paper argues for an adaptable framework to accommodate diverse cultural and religious perspectives. By using an adaptive ethics model, research protections can reflect various populations and foster growth in stem cell research possibilities.

INTRODUCTION

Stem cell research combines biology, medicine, and technology, promising to alter health care and the understanding of human development. Yet, ethical contention exists because of individuals’ perceptions of using human embryos based on their various cultural, moral, and social values. While these disagreements concerning policy, use, and general acceptance have prompted the development of an international ethics policy, such a uniform approach can overlook the nuanced ethical landscapes between cultures. With diverse viewpoints in public health, a single global policy, especially one reflecting Western ethics or the ethics prevalent in high-income countries, is impractical. This paper argues for a culturally sensitive, adaptable framework for the use of embryonic stem cells. Stem cell policy should accommodate varying ethical viewpoints and promote an effective global dialogue. With an extension of an ethics model that can adapt to various cultures, we recommend localized guidelines that reflect the moral views of the people those guidelines serve.

Stem cells, characterized by their unique ability to differentiate into various cell types, enable the repair or replacement of damaged tissues. Two primary types of stem cells are somatic stem cells (adult stem cells) and embryonic stem cells. Adult stem cells exist in developed tissues and maintain the body’s repair processes. [1] Embryonic stem cells (ESC) are remarkably pluripotent or versatile, making them valuable in research. [2] However, the use of ESCs has sparked ethics debates. Considering the potential of embryonic stem cells, research guidelines are essential. The International Society for Stem Cell Research (ISSCR) provides international stem cell research guidelines. They call for “public conversations touching on the scientific significance as well as the societal and ethical issues raised by ESC research.” [3] The ISSCR also publishes updates about culturing human embryos 14 days post fertilization, suggesting local policies and regulations should continue to evolve as ESC research develops. [4]  Like the ISSCR, which calls for local law and policy to adapt to developing stem cell research given cultural acceptance, this paper highlights the importance of local social factors such as religion and culture.

I.     Global Cultural Perspective of Embryonic Stem Cells

Views on ESCs vary throughout the world. Some countries readily embrace stem cell research and therapies, while others have stricter regulations due to ethical concerns surrounding embryonic stem cells and when an embryo becomes entitled to moral consideration. The philosophical issue of when the “someone” begins to be a human after fertilization, in the morally relevant sense, [5] impacts when an embryo becomes not just worthy of protection but morally entitled to it. The process of creating embryonic stem cell lines involves the destruction of the embryos for research. [6] Consequently, global engagement in ESC research depends on social-cultural acceptability.

a.     US and Rights-Based Cultures

In the United States, attitudes toward stem cell therapies are diverse. The ethics and social approaches, which value individualism, [7] trigger debates regarding the destruction of human embryos, creating a complex regulatory environment. For example, the 1996 Dickey-Wicker Amendment prohibited federal funding for the creation of embryos for research and the destruction of embryos for “more than allowed for research on fetuses in utero.” [8] Following suit, in 2001, the Bush Administration heavily restricted stem cell lines for research. However, the Stem Cell Research Enhancement Act of 2005 was proposed to help develop ESC research but was ultimately vetoed. [9] Under the Obama administration, in 2009, an executive order lifted restrictions allowing for more development in this field. [10] The flux of research capacity and funding parallels the different cultural perceptions of human dignity of the embryo and how it is socially presented within the country’s research culture. [11]

b.     Ubuntu and Collective Cultures

African bioethics differs from Western individualism because of the different traditions and values. African traditions, as described by individuals from South Africa and supported by some studies in other African countries, including Ghana and Kenya, follow the African moral philosophies of Ubuntu or Botho and Ukama , which “advocates for a form of wholeness that comes through one’s relationship and connectedness with other people in the society,” [12] making autonomy a socially collective concept. In this context, for the community to act autonomously, individuals would come together to decide what is best for the collective. Thus, stem cell research would require examining the value of the research to society as a whole and the use of the embryos as a collective societal resource. If society views the source as part of the collective whole, and opposes using stem cells, compromising the cultural values to pursue research may cause social detachment and stunt research growth. [13] Based on local culture and moral philosophy, the permissibility of stem cell research depends on how embryo, stem cell, and cell line therapies relate to the community as a whole. Ubuntu is the expression of humanness, with the person’s identity drawn from the “’I am because we are’” value. [14] The decision in a collectivistic culture becomes one born of cultural context, and individual decisions give deference to others in the society.

Consent differs in cultures where thought and moral philosophy are based on a collective paradigm. So, applying Western bioethical concepts is unrealistic. For one, Africa is a diverse continent with many countries with different belief systems, access to health care, and reliance on traditional or Western medicines. Where traditional medicine is the primary treatment, the “’restrictive focus on biomedically-related bioethics’” [is] problematic in African contexts because it neglects bioethical issues raised by traditional systems.” [15] No single approach applies in all areas or contexts. Rather than evaluating the permissibility of ESC research according to Western concepts such as the four principles approach, different ethics approaches should prevail.

Another consideration is the socio-economic standing of countries. In parts of South Africa, researchers have not focused heavily on contributing to the stem cell discourse, either because it is not considered health care or a health science priority or because resources are unavailable. [16] Each country’s priorities differ given different social, political, and economic factors. In South Africa, for instance, areas such as maternal mortality, non-communicable diseases, telemedicine, and the strength of health systems need improvement and require more focus. [17] Stem cell research could benefit the population, but it also could divert resources from basic medical care. Researchers in South Africa adhere to the National Health Act and Medicines Control Act in South Africa and international guidelines; however, the Act is not strictly enforced, and there is no clear legislation for research conduct or ethical guidelines. [18]

Some parts of Africa condemn stem cell research. For example, 98.2 percent of the Tunisian population is Muslim. [19] Tunisia does not permit stem cell research because of moral conflict with a Fatwa. Religion heavily saturates the regulation and direction of research. [20] Stem cell use became permissible for reproductive purposes only recently, with tight restrictions preventing cells from being used in any research other than procedures concerning ART/IVF.  Their use is conditioned on consent, and available only to married couples. [21] The community's receptiveness to stem cell research depends on including communitarian African ethics.

c.     Asia

Some Asian countries also have a collective model of ethics and decision making. [22] In China, the ethics model promotes a sincere respect for life or human dignity, [23] based on protective medicine. This model, influenced by Traditional Chinese Medicine (TCM), [24] recognizes Qi as the vital energy delivered via the meridians of the body; it connects illness to body systems, the body’s entire constitution, and the universe for a holistic bond of nature, health, and quality of life. [25] Following a protective ethics model, and traditional customs of wholeness, investment in stem cell research is heavily desired for its applications in regenerative therapies, disease modeling, and protective medicines. In a survey of medical students and healthcare practitioners, 30.8 percent considered stem cell research morally unacceptable while 63.5 percent accepted medical research using human embryonic stem cells. Of these individuals, 89.9 percent supported increased funding for stem cell research. [26] The scientific community might not reflect the overall population. From 1997 to 2019, China spent a total of $576 million (USD) on stem cell research at 8,050 stem cell programs, increased published presence from 0.6 percent to 14.01 percent of total global stem cell publications as of 2014, and made significant strides in cell-based therapies for various medical conditions. [27] However, while China has made substantial investments in stem cell research and achieved notable progress in clinical applications, concerns linger regarding ethical oversight and transparency. [28] For example, the China Biosecurity Law, promoted by the National Health Commission and China Hospital Association, attempted to mitigate risks by introducing an institutional review board (IRB) in the regulatory bodies. 5800 IRBs registered with the Chinese Clinical Trial Registry since 2021. [29] However, issues still need to be addressed in implementing effective IRB review and approval procedures.

The substantial government funding and focus on scientific advancement have sometimes overshadowed considerations of regional cultures, ethnic minorities, and individual perspectives, particularly evident during the one-child policy era. As government policy adapts to promote public stability, such as the change from the one-child to the two-child policy, [30] research ethics should also adapt to ensure respect for the values of its represented peoples.

Japan is also relatively supportive of stem cell research and therapies. Japan has a more transparent regulatory framework, allowing for faster approval of regenerative medicine products, which has led to several advanced clinical trials and therapies. [31] South Korea is also actively engaged in stem cell research and has a history of breakthroughs in cloning and embryonic stem cells. [32] However, the field is controversial, and there are issues of scientific integrity. For example, the Korean FDA fast-tracked products for approval, [33] and in another instance, the oocyte source was unclear and possibly violated ethical standards. [34] Trust is important in research, as it builds collaborative foundations between colleagues, trial participant comfort, open-mindedness for complicated and sensitive discussions, and supports regulatory procedures for stakeholders. There is a need to respect the culture’s interest, engagement, and for research and clinical trials to be transparent and have ethical oversight to promote global research discourse and trust.

d.     Middle East

Countries in the Middle East have varying degrees of acceptance of or restrictions to policies related to using embryonic stem cells due to cultural and religious influences. Saudi Arabia has made significant contributions to stem cell research, and conducts research based on international guidelines for ethical conduct and under strict adherence to guidelines in accordance with Islamic principles. Specifically, the Saudi government and people require ESC research to adhere to Sharia law. In addition to umbilical and placental stem cells, [35] Saudi Arabia permits the use of embryonic stem cells as long as they come from miscarriages, therapeutic abortions permissible by Sharia law, or are left over from in vitro fertilization and donated to research. [36] Laws and ethical guidelines for stem cell research allow the development of research institutions such as the King Abdullah International Medical Research Center, which has a cord blood bank and a stem cell registry with nearly 10,000 donors. [37] Such volume and acceptance are due to the ethical ‘permissibility’ of the donor sources, which do not conflict with religious pillars. However, some researchers err on the side of caution, choosing not to use embryos or fetal tissue as they feel it is unethical to do so. [38]

Jordan has a positive research ethics culture. [39] However, there is a significant issue of lack of trust in researchers, with 45.23 percent (38.66 percent agreeing and 6.57 percent strongly agreeing) of Jordanians holding a low level of trust in researchers, compared to 81.34 percent of Jordanians agreeing that they feel safe to participate in a research trial. [40] Safety testifies to the feeling of confidence that adequate measures are in place to protect participants from harm, whereas trust in researchers could represent the confidence in researchers to act in the participants’ best interests, adhere to ethical guidelines, provide accurate information, and respect participants’ rights and dignity. One method to improve trust would be to address communication issues relevant to ESC. Legislation surrounding stem cell research has adopted specific language, especially concerning clarification “between ‘stem cells’ and ‘embryonic stem cells’” in translation. [41] Furthermore, legislation “mandates the creation of a national committee… laying out specific regulations for stem-cell banking in accordance with international standards.” [42] This broad regulation opens the door for future global engagement and maintains transparency. However, these regulations may also constrain the influence of research direction, pace, and accessibility of research outcomes.

e.     Europe

In the European Union (EU), ethics is also principle-based, but the principles of autonomy, dignity, integrity, and vulnerability are interconnected. [43] As such, the opportunity for cohesion and concessions between individuals’ thoughts and ideals allows for a more adaptable ethics model due to the flexible principles that relate to the human experience The EU has put forth a framework in its Convention for the Protection of Human Rights and Dignity of the Human Being allowing member states to take different approaches. Each European state applies these principles to its specific conventions, leading to or reflecting different acceptance levels of stem cell research. [44]

For example, in Germany, Lebenzusammenhang , or the coherence of life, references integrity in the unity of human culture. Namely, the personal sphere “should not be subject to external intervention.” [45]  Stem cell interventions could affect this concept of bodily completeness, leading to heavy restrictions. Under the Grundgesetz, human dignity and the right to life with physical integrity are paramount. [46] The Embryo Protection Act of 1991 made producing cell lines illegal. Cell lines can be imported if approved by the Central Ethics Commission for Stem Cell Research only if they were derived before May 2007. [47] Stem cell research respects the integrity of life for the embryo with heavy specifications and intense oversight. This is vastly different in Finland, where the regulatory bodies find research more permissible in IVF excess, but only up to 14 days after fertilization. [48] Spain’s approach differs still, with a comprehensive regulatory framework. [49] Thus, research regulation can be culture-specific due to variations in applied principles. Diverse cultures call for various approaches to ethical permissibility. [50] Only an adaptive-deliberative model can address the cultural constructions of self and achieve positive, culturally sensitive stem cell research practices. [51]

II.     Religious Perspectives on ESC

Embryonic stem cell sources are the main consideration within religious contexts. While individuals may not regard their own religious texts as authoritative or factual, religion can shape their foundations or perspectives.

The Qur'an states:

“And indeed We created man from a quintessence of clay. Then We placed within him a small quantity of nutfa (sperm to fertilize) in a safe place. Then We have fashioned the nutfa into an ‘alaqa (clinging clot or cell cluster), then We developed the ‘alaqa into mudgha (a lump of flesh), and We made mudgha into bones, and clothed the bones with flesh, then We brought it into being as a new creation. So Blessed is Allah, the Best of Creators.” [52]

Many scholars of Islam estimate the time of soul installment, marked by the angel breathing in the soul to bring the individual into creation, as 120 days from conception. [53] Personhood begins at this point, and the value of life would prohibit research or experimentation that could harm the individual. If the fetus is more than 120 days old, the time ensoulment is interpreted to occur according to Islamic law, abortion is no longer permissible. [54] There are a few opposing opinions about early embryos in Islamic traditions. According to some Islamic theologians, there is no ensoulment of the early embryo, which is the source of stem cells for ESC research. [55]

In Buddhism, the stance on stem cell research is not settled. The main tenets, the prohibition against harming or destroying others (ahimsa) and the pursuit of knowledge (prajña) and compassion (karuna), leave Buddhist scholars and communities divided. [56] Some scholars argue stem cell research is in accordance with the Buddhist tenet of seeking knowledge and ending human suffering. Others feel it violates the principle of not harming others. Finding the balance between these two points relies on the karmic burden of Buddhist morality. In trying to prevent ahimsa towards the embryo, Buddhist scholars suggest that to comply with Buddhist tenets, research cannot be done as the embryo has personhood at the moment of conception and would reincarnate immediately, harming the individual's ability to build their karmic burden. [57] On the other hand, the Bodhisattvas, those considered to be on the path to enlightenment or Nirvana, have given organs and flesh to others to help alleviate grieving and to benefit all. [58] Acceptance varies on applied beliefs and interpretations.

Catholicism does not support embryonic stem cell research, as it entails creation or destruction of human embryos. This destruction conflicts with the belief in the sanctity of life. For example, in the Old Testament, Genesis describes humanity as being created in God’s image and multiplying on the Earth, referencing the sacred rights to human conception and the purpose of development and life. In the Ten Commandments, the tenet that one should not kill has numerous interpretations where killing could mean murder or shedding of the sanctity of life, demonstrating the high value of human personhood. In other books, the theological conception of when life begins is interpreted as in utero, [59] highlighting the inviolability of life and its formation in vivo to make a religious point for accepting such research as relatively limited, if at all. [60] The Vatican has released ethical directives to help apply a theological basis to modern-day conflicts. The Magisterium of the Church states that “unless there is a moral certainty of not causing harm,” experimentation on fetuses, fertilized cells, stem cells, or embryos constitutes a crime. [61] Such procedures would not respect the human person who exists at these stages, according to Catholicism. Damages to the embryo are considered gravely immoral and illicit. [62] Although the Catholic Church officially opposes abortion, surveys demonstrate that many Catholic people hold pro-choice views, whether due to the context of conception, stage of pregnancy, threat to the mother’s life, or for other reasons, demonstrating that practicing members can also accept some but not all tenets. [63]

Some major Jewish denominations, such as the Reform, Conservative, and Reconstructionist movements, are open to supporting ESC use or research as long as it is for saving a life. [64] Within Judaism, the Talmud, or study, gives personhood to the child at birth and emphasizes that life does not begin at conception: [65]

“If she is found pregnant, until the fortieth day it is mere fluid,” [66]

Whereas most religions prioritize the status of human embryos, the Halakah (Jewish religious law) states that to save one life, most other religious laws can be ignored because it is in pursuit of preservation. [67] Stem cell research is accepted due to application of these religious laws.

We recognize that all religions contain subsets and sects. The variety of environmental and cultural differences within religious groups requires further analysis to respect the flexibility of religious thoughts and practices. We make no presumptions that all cultures require notions of autonomy or morality as under the common morality theory , which asserts a set of universal moral norms that all individuals share provides moral reasoning and guides ethical decisions. [68] We only wish to show that the interaction with morality varies between cultures and countries.

III.     A Flexible Ethical Approach

The plurality of different moral approaches described above demonstrates that there can be no universally acceptable uniform law for ESC on a global scale. Instead of developing one standard, flexible ethical applications must be continued. We recommend local guidelines that incorporate important cultural and ethical priorities.

While the Declaration of Helsinki is more relevant to people in clinical trials receiving ESC products, in keeping with the tradition of protections for research subjects, consent of the donor is an ethical requirement for ESC donation in many jurisdictions including the US, Canada, and Europe. [69] The Declaration of Helsinki provides a reference point for regulatory standards and could potentially be used as a universal baseline for obtaining consent prior to gamete or embryo donation.

For instance, in Columbia University’s egg donor program for stem cell research, donors followed standard screening protocols and “underwent counseling sessions that included information as to the purpose of oocyte donation for research, what the oocytes would be used for, the risks and benefits of donation, and process of oocyte stimulation” to ensure transparency for consent. [70] The program helped advance stem cell research and provided clear and safe research methods with paid participants. Though paid participation or covering costs of incidental expenses may not be socially acceptable in every culture or context, [71] and creating embryos for ESC research is illegal in many jurisdictions, Columbia’s program was effective because of the clear and honest communications with donors, IRBs, and related stakeholders.  This example demonstrates that cultural acceptance of scientific research and of the idea that an egg or embryo does not have personhood is likely behind societal acceptance of donating eggs for ESC research. As noted, many countries do not permit the creation of embryos for research.

Proper communication and education regarding the process and purpose of stem cell research may bolster comprehension and garner more acceptance. “Given the sensitive subject material, a complete consent process can support voluntary participation through trust, understanding, and ethical norms from the cultures and morals participants value. This can be hard for researchers entering countries of different socioeconomic stability, with different languages and different societal values. [72]

An adequate moral foundation in medical ethics is derived from the cultural and religious basis that informs knowledge and actions. [73] Understanding local cultural and religious values and their impact on research could help researchers develop humility and promote inclusion.

IV.     Concerns

Some may argue that if researchers all adhere to one ethics standard, protection will be satisfied across all borders, and the global public will trust researchers. However, defining what needs to be protected and how to define such research standards is very specific to the people to which standards are applied. We suggest that applying one uniform guide cannot accurately protect each individual because we all possess our own perceptions and interpretations of social values. [74] Therefore, the issue of not adjusting to the moral pluralism between peoples in applying one standard of ethics can be resolved by building out ethics models that can be adapted to different cultures and religions.

Other concerns include medical tourism, which may promote health inequities. [75] Some countries may develop and approve products derived from ESC research before others, compromising research ethics or drug approval processes. There are also concerns about the sale of unauthorized stem cell treatments, for example, those without FDA approval in the United States. Countries with robust research infrastructures may be tempted to attract medical tourists, and some customers will have false hopes based on aggressive publicity of unproven treatments. [76]

For example, in China, stem cell clinics can market to foreign clients who are not protected under the regulatory regimes. Companies employ a marketing strategy of “ethically friendly” therapies. Specifically, in the case of Beike, China’s leading stem cell tourism company and sprouting network, ethical oversight of administrators or health bureaus at one site has “the unintended consequence of shifting questionable activities to another node in Beike's diffuse network.” [77] In contrast, Jordan is aware of stem cell research’s potential abuse and its own status as a “health-care hub.” Jordan’s expanded regulations include preserving the interests of individuals in clinical trials and banning private companies from ESC research to preserve transparency and the integrity of research practices. [78]

The social priorities of the community are also a concern. The ISSCR explicitly states that guidelines “should be periodically revised to accommodate scientific advances, new challenges, and evolving social priorities.” [79] The adaptable ethics model extends this consideration further by addressing whether research is warranted given the varying degrees of socioeconomic conditions, political stability, and healthcare accessibilities and limitations. An ethical approach would require discussion about resource allocation and appropriate distribution of funds. [80]

While some religions emphasize the sanctity of life from conception, which may lead to public opposition to ESC research, others encourage ESC research due to its potential for healing and alleviating human pain. Many countries have special regulations that balance local views on embryonic personhood, the benefits of research as individual or societal goods, and the protection of human research subjects. To foster understanding and constructive dialogue, global policy frameworks should prioritize the protection of universal human rights, transparency, and informed consent. In addition to these foundational global policies, we recommend tailoring local guidelines to reflect the diverse cultural and religious perspectives of the populations they govern. Ethics models should be adapted to local populations to effectively establish research protections, growth, and possibilities of stem cell research.

For example, in countries with strong beliefs in the moral sanctity of embryos or heavy religious restrictions, an adaptive model can allow for discussion instead of immediate rejection. In countries with limited individual rights and voice in science policy, an adaptive model ensures cultural, moral, and religious views are taken into consideration, thereby building social inclusion. While this ethical consideration by the government may not give a complete voice to every individual, it will help balance policies and maintain the diverse perspectives of those it affects. Embracing an adaptive ethics model of ESC research promotes open-minded dialogue and respect for the importance of human belief and tradition. By actively engaging with cultural and religious values, researchers can better handle disagreements and promote ethical research practices that benefit each society.

This brief exploration of the religious and cultural differences that impact ESC research reveals the nuances of relative ethics and highlights a need for local policymakers to apply a more intense adaptive model.

[1] Poliwoda, S., Noor, N., Downs, E., Schaaf, A., Cantwell, A., Ganti, L., Kaye, A. D., Mosel, L. I., Carroll, C. B., Viswanath, O., & Urits, I. (2022). Stem cells: a comprehensive review of origins and emerging clinical roles in medical practice.  Orthopedic reviews ,  14 (3), 37498. https://doi.org/10.52965/001c.37498

[2] Poliwoda, S., Noor, N., Downs, E., Schaaf, A., Cantwell, A., Ganti, L., Kaye, A. D., Mosel, L. I., Carroll, C. B., Viswanath, O., & Urits, I. (2022). Stem cells: a comprehensive review of origins and emerging clinical roles in medical practice.  Orthopedic reviews ,  14 (3), 37498. https://doi.org/10.52965/001c.37498

[3] International Society for Stem Cell Research. (2023). Laboratory-based human embryonic stem cell research, embryo research, and related research activities . International Society for Stem Cell Research. https://www.isscr.org/guidelines/blog-post-title-one-ed2td-6fcdk ; Kimmelman, J., Hyun, I., Benvenisty, N.  et al.  Policy: Global standards for stem-cell research.  Nature   533 , 311–313 (2016). https://doi.org/10.1038/533311a

[4] International Society for Stem Cell Research. (2023). Laboratory-based human embryonic stem cell research, embryo research, and related research activities . International Society for Stem Cell Research. https://www.isscr.org/guidelines/blog-post-title-one-ed2td-6fcdk

[5] Concerning the moral philosophies of stem cell research, our paper does not posit a personal moral stance nor delve into the “when” of human life begins. To read further about the philosophical debate, consider the following sources:

Sandel M. J. (2004). Embryo ethics--the moral logic of stem-cell research.  The New England journal of medicine ,  351 (3), 207–209. https://doi.org/10.1056/NEJMp048145 ; George, R. P., & Lee, P. (2020, September 26). Acorns and Embryos . The New Atlantis. https://www.thenewatlantis.com/publications/acorns-and-embryos ; Sagan, A., & Singer, P. (2007). The moral status of stem cells. Metaphilosophy , 38 (2/3), 264–284. http://www.jstor.org/stable/24439776 ; McHugh P. R. (2004). Zygote and "clonote"--the ethical use of embryonic stem cells.  The New England journal of medicine ,  351 (3), 209–211. https://doi.org/10.1056/NEJMp048147 ; Kurjak, A., & Tripalo, A. (2004). The facts and doubts about beginning of the human life and personality.  Bosnian journal of basic medical sciences ,  4 (1), 5–14. https://doi.org/10.17305/bjbms.2004.3453

[6] Vazin, T., & Freed, W. J. (2010). Human embryonic stem cells: derivation, culture, and differentiation: a review.  Restorative neurology and neuroscience ,  28 (4), 589–603. https://doi.org/10.3233/RNN-2010-0543

[7] Socially, at its core, the Western approach to ethics is widely principle-based, autonomy being one of the key factors to ensure a fundamental respect for persons within research. For information regarding autonomy in research, see: Department of Health, Education, and Welfare, & National Commission for the Protection of Human Subjects of Biomedical and Behavioral Research (1978). The Belmont Report. Ethical principles and guidelines for the protection of human subjects of research.; For a more in-depth review of autonomy within the US, see: Beauchamp, T. L., & Childress, J. F. (1994). Principles of Biomedical Ethics . Oxford University Press.

[8] Sherley v. Sebelius , 644 F.3d 388 (D.C. Cir. 2011), citing 45 C.F.R. 46.204(b) and [42 U.S.C. § 289g(b)]. https://www.cadc.uscourts.gov/internet/opinions.nsf/6c690438a9b43dd685257a64004ebf99/$file/11-5241-1391178.pdf

[9] Stem Cell Research Enhancement Act of 2005, H. R. 810, 109 th Cong. (2001). https://www.govtrack.us/congress/bills/109/hr810/text ; Bush, G. W. (2006, July 19). Message to the House of Representatives . National Archives and Records Administration. https://georgewbush-whitehouse.archives.gov/news/releases/2006/07/20060719-5.html

[10] National Archives and Records Administration. (2009, March 9). Executive order 13505 -- removing barriers to responsible scientific research involving human stem cells . National Archives and Records Administration. https://obamawhitehouse.archives.gov/the-press-office/removing-barriers-responsible-scientific-research-involving-human-stem-cells

[11] Hurlbut, W. B. (2006). Science, Religion, and the Politics of Stem Cells.  Social Research ,  73 (3), 819–834. http://www.jstor.org/stable/40971854

[12] Akpa-Inyang, Francis & Chima, Sylvester. (2021). South African traditional values and beliefs regarding informed consent and limitations of the principle of respect for autonomy in African communities: a cross-cultural qualitative study. BMC Medical Ethics . 22. 10.1186/s12910-021-00678-4.

[13] Source for further reading: Tangwa G. B. (2007). Moral status of embryonic stem cells: perspective of an African villager. Bioethics , 21(8), 449–457. https://doi.org/10.1111/j.1467-8519.2007.00582.x , see also Mnisi, F. M. (2020). An African analysis based on ethics of Ubuntu - are human embryonic stem cell patents morally justifiable? African Insight , 49 (4).

[14] Jecker, N. S., & Atuire, C. (2021). Bioethics in Africa: A contextually enlightened analysis of three cases. Developing World Bioethics , 22 (2), 112–122. https://doi.org/10.1111/dewb.12324

[15] Jecker, N. S., & Atuire, C. (2021). Bioethics in Africa: A contextually enlightened analysis of three cases. Developing World Bioethics, 22(2), 112–122. https://doi.org/10.1111/dewb.12324

[16] Jackson, C.S., Pepper, M.S. Opportunities and barriers to establishing a cell therapy programme in South Africa.  Stem Cell Res Ther   4 , 54 (2013). https://doi.org/10.1186/scrt204 ; Pew Research Center. (2014, May 1). Public health a major priority in African nations . Pew Research Center’s Global Attitudes Project. https://www.pewresearch.org/global/2014/05/01/public-health-a-major-priority-in-african-nations/

[17] Department of Health Republic of South Africa. (2021). Health Research Priorities (revised) for South Africa 2021-2024 . National Health Research Strategy. https://www.health.gov.za/wp-content/uploads/2022/05/National-Health-Research-Priorities-2021-2024.pdf

[18] Oosthuizen, H. (2013). Legal and Ethical Issues in Stem Cell Research in South Africa. In: Beran, R. (eds) Legal and Forensic Medicine. Springer, Berlin, Heidelberg. https://doi.org/10.1007/978-3-642-32338-6_80 , see also: Gaobotse G (2018) Stem Cell Research in Africa: Legislation and Challenges. J Regen Med 7:1. doi: 10.4172/2325-9620.1000142

[19] United States Bureau of Citizenship and Immigration Services. (1998). Tunisia: Information on the status of Christian conversions in Tunisia . UNHCR Web Archive. https://webarchive.archive.unhcr.org/20230522142618/https://www.refworld.org/docid/3df0be9a2.html

[20] Gaobotse, G. (2018) Stem Cell Research in Africa: Legislation and Challenges. J Regen Med 7:1. doi: 10.4172/2325-9620.1000142

[21] Kooli, C. Review of assisted reproduction techniques, laws, and regulations in Muslim countries.  Middle East Fertil Soc J   24 , 8 (2020). https://doi.org/10.1186/s43043-019-0011-0 ; Gaobotse, G. (2018) Stem Cell Research in Africa: Legislation and Challenges. J Regen Med 7:1. doi: 10.4172/2325-9620.1000142

[22] Pang M. C. (1999). Protective truthfulness: the Chinese way of safeguarding patients in informed treatment decisions. Journal of medical ethics , 25(3), 247–253. https://doi.org/10.1136/jme.25.3.247

[23] Wang, L., Wang, F., & Zhang, W. (2021). Bioethics in China’s biosecurity law: Forms, effects, and unsettled issues. Journal of law and the biosciences , 8(1).  https://doi.org/10.1093/jlb/lsab019 https://academic.oup.com/jlb/article/8/1/lsab019/6299199

[24] Wang, Y., Xue, Y., & Guo, H. D. (2022). Intervention effects of traditional Chinese medicine on stem cell therapy of myocardial infarction.  Frontiers in pharmacology ,  13 , 1013740. https://doi.org/10.3389/fphar.2022.1013740

[25] Li, X.-T., & Zhao, J. (2012). Chapter 4: An Approach to the Nature of Qi in TCM- Qi and Bioenergy. In Recent Advances in Theories and Practice of Chinese Medicine (p. 79). InTech.

[26] Luo, D., Xu, Z., Wang, Z., & Ran, W. (2021). China's Stem Cell Research and Knowledge Levels of Medical Practitioners and Students.  Stem cells international ,  2021 , 6667743. https://doi.org/10.1155/2021/6667743

[27] Luo, D., Xu, Z., Wang, Z., & Ran, W. (2021). China's Stem Cell Research and Knowledge Levels of Medical Practitioners and Students.  Stem cells international ,  2021 , 6667743. https://doi.org/10.1155/2021/6667743

[28] Zhang, J. Y. (2017). Lost in translation? accountability and governance of Clinical Stem Cell Research in China. Regenerative Medicine , 12 (6), 647–656. https://doi.org/10.2217/rme-2017-0035

[29] Wang, L., Wang, F., & Zhang, W. (2021). Bioethics in China’s biosecurity law: Forms, effects, and unsettled issues. Journal of law and the biosciences , 8(1).  https://doi.org/10.1093/jlb/lsab019 https://academic.oup.com/jlb/article/8/1/lsab019/6299199

[30] Chen, H., Wei, T., Wang, H.  et al.  Association of China’s two-child policy with changes in number of births and birth defects rate, 2008–2017.  BMC Public Health   22 , 434 (2022). https://doi.org/10.1186/s12889-022-12839-0

[31] Azuma, K. Regulatory Landscape of Regenerative Medicine in Japan.  Curr Stem Cell Rep   1 , 118–128 (2015). https://doi.org/10.1007/s40778-015-0012-6

[32] Harris, R. (2005, May 19). Researchers Report Advance in Stem Cell Production . NPR. https://www.npr.org/2005/05/19/4658967/researchers-report-advance-in-stem-cell-production

[33] Park, S. (2012). South Korea steps up stem-cell work.  Nature . https://doi.org/10.1038/nature.2012.10565

[34] Resnik, D. B., Shamoo, A. E., & Krimsky, S. (2006). Fraudulent human embryonic stem cell research in South Korea: lessons learned.  Accountability in research ,  13 (1), 101–109. https://doi.org/10.1080/08989620600634193 .

[35] Alahmad, G., Aljohani, S., & Najjar, M. F. (2020). Ethical challenges regarding the use of stem cells: interviews with researchers from Saudi Arabia. BMC medical ethics, 21(1), 35. https://doi.org/10.1186/s12910-020-00482-6

[36] Association for the Advancement of Blood and Biotherapies.  https://www.aabb.org/regulatory-and-advocacy/regulatory-affairs/regulatory-for-cellular-therapies/international-competent-authorities/saudi-arabia

[37] Alahmad, G., Aljohani, S., & Najjar, M. F. (2020). Ethical challenges regarding the use of stem cells: Interviews with researchers from Saudi Arabia.  BMC medical ethics ,  21 (1), 35. https://doi.org/10.1186/s12910-020-00482-6

[38] Alahmad, G., Aljohani, S., & Najjar, M. F. (2020). Ethical challenges regarding the use of stem cells: Interviews with researchers from Saudi Arabia. BMC medical ethics , 21(1), 35. https://doi.org/10.1186/s12910-020-00482-6

Culturally, autonomy practices follow a relational autonomy approach based on a paternalistic deontological health care model. The adherence to strict international research policies and religious pillars within the regulatory environment is a great foundation for research ethics. However, there is a need to develop locally targeted ethics approaches for research (as called for in Alahmad, G., Aljohani, S., & Najjar, M. F. (2020). Ethical challenges regarding the use of stem cells: interviews with researchers from Saudi Arabia. BMC medical ethics, 21(1), 35. https://doi.org/10.1186/s12910-020-00482-6), this decision-making approach may help advise a research decision model. For more on the clinical cultural autonomy approaches, see: Alabdullah, Y. Y., Alzaid, E., Alsaad, S., Alamri, T., Alolayan, S. W., Bah, S., & Aljoudi, A. S. (2022). Autonomy and paternalism in Shared decision‐making in a Saudi Arabian tertiary hospital: A cross‐sectional study. Developing World Bioethics , 23 (3), 260–268. https://doi.org/10.1111/dewb.12355 ; Bukhari, A. A. (2017). Universal Principles of Bioethics and Patient Rights in Saudi Arabia (Doctoral dissertation, Duquesne University). https://dsc.duq.edu/etd/124; Ladha, S., Nakshawani, S. A., Alzaidy, A., & Tarab, B. (2023, October 26). Islam and Bioethics: What We All Need to Know . Columbia University School of Professional Studies. https://sps.columbia.edu/events/islam-and-bioethics-what-we-all-need-know

[39] Ababneh, M. A., Al-Azzam, S. I., Alzoubi, K., Rababa’h, A., & Al Demour, S. (2021). Understanding and attitudes of the Jordanian public about clinical research ethics.  Research Ethics ,  17 (2), 228-241.  https://doi.org/10.1177/1747016120966779

[40] Ababneh, M. A., Al-Azzam, S. I., Alzoubi, K., Rababa’h, A., & Al Demour, S. (2021). Understanding and attitudes of the Jordanian public about clinical research ethics.  Research Ethics ,  17 (2), 228-241.  https://doi.org/10.1177/1747016120966779

[41] Dajani, R. (2014). Jordan’s stem-cell law can guide the Middle East.  Nature  510, 189. https://doi.org/10.1038/510189a

[42] Dajani, R. (2014). Jordan’s stem-cell law can guide the Middle East.  Nature  510, 189. https://doi.org/10.1038/510189a

[43] The EU’s definition of autonomy relates to the capacity for creating ideas, moral insight, decisions, and actions without constraint, personal responsibility, and informed consent. However, the EU views autonomy as not completely able to protect individuals and depends on other principles, such as dignity, which “expresses the intrinsic worth and fundamental equality of all human beings.” Rendtorff, J.D., Kemp, P. (2019). Four Ethical Principles in European Bioethics and Biolaw: Autonomy, Dignity, Integrity and Vulnerability. In: Valdés, E., Lecaros, J. (eds) Biolaw and Policy in the Twenty-First Century. International Library of Ethics, Law, and the New Medicine, vol 78. Springer, Cham. https://doi.org/10.1007/978-3-030-05903-3_3

[44] Council of Europe. Convention for the protection of Human Rights and Dignity of the Human Being with regard to the Application of Biology and Medicine: Convention on Human Rights and Biomedicine (ETS No. 164) https://www.coe.int/en/web/conventions/full-list?module=treaty-detail&treatynum=164 (forbidding the creation of embryos for research purposes only, and suggests embryos in vitro have protections.); Also see Drabiak-Syed B. K. (2013). New President, New Human Embryonic Stem Cell Research Policy: Comparative International Perspectives and Embryonic Stem Cell Research Laws in France.  Biotechnology Law Report ,  32 (6), 349–356. https://doi.org/10.1089/blr.2013.9865

[45] Rendtorff, J.D., Kemp, P. (2019). Four Ethical Principles in European Bioethics and Biolaw: Autonomy, Dignity, Integrity and Vulnerability. In: Valdés, E., Lecaros, J. (eds) Biolaw and Policy in the Twenty-First Century. International Library of Ethics, Law, and the New Medicine, vol 78. Springer, Cham. https://doi.org/10.1007/978-3-030-05903-3_3

[46] Tomuschat, C., Currie, D. P., Kommers, D. P., & Kerr, R. (Trans.). (1949, May 23). Basic law for the Federal Republic of Germany. https://www.btg-bestellservice.de/pdf/80201000.pdf

[47] Regulation of Stem Cell Research in Germany . Eurostemcell. (2017, April 26). https://www.eurostemcell.org/regulation-stem-cell-research-germany

[48] Regulation of Stem Cell Research in Finland . Eurostemcell. (2017, April 26). https://www.eurostemcell.org/regulation-stem-cell-research-finland

[49] Regulation of Stem Cell Research in Spain . Eurostemcell. (2017, April 26). https://www.eurostemcell.org/regulation-stem-cell-research-spain

[50] Some sources to consider regarding ethics models or regulatory oversights of other cultures not covered:

Kara MA. Applicability of the principle of respect for autonomy: the perspective of Turkey. J Med Ethics. 2007 Nov;33(11):627-30. doi: 10.1136/jme.2006.017400. PMID: 17971462; PMCID: PMC2598110.

Ugarte, O. N., & Acioly, M. A. (2014). The principle of autonomy in Brazil: one needs to discuss it ...  Revista do Colegio Brasileiro de Cirurgioes ,  41 (5), 374–377. https://doi.org/10.1590/0100-69912014005013

Bharadwaj, A., & Glasner, P. E. (2012). Local cells, global science: The rise of embryonic stem cell research in India . Routledge.

For further research on specific European countries regarding ethical and regulatory framework, we recommend this database: Regulation of Stem Cell Research in Europe . Eurostemcell. (2017, April 26). https://www.eurostemcell.org/regulation-stem-cell-research-europe   

[51] Klitzman, R. (2006). Complications of culture in obtaining informed consent. The American Journal of Bioethics, 6(1), 20–21. https://doi.org/10.1080/15265160500394671 see also: Ekmekci, P. E., & Arda, B. (2017). Interculturalism and Informed Consent: Respecting Cultural Differences without Breaching Human Rights.  Cultura (Iasi, Romania) ,  14 (2), 159–172.; For why trust is important in research, see also: Gray, B., Hilder, J., Macdonald, L., Tester, R., Dowell, A., & Stubbe, M. (2017). Are research ethics guidelines culturally competent?  Research Ethics ,  13 (1), 23-41.  https://doi.org/10.1177/1747016116650235

[52] The Qur'an  (M. Khattab, Trans.). (1965). Al-Mu’minun, 23: 12-14. https://quran.com/23

[53] Lenfest, Y. (2017, December 8). Islam and the beginning of human life . Bill of Health. https://blog.petrieflom.law.harvard.edu/2017/12/08/islam-and-the-beginning-of-human-life/

[54] Aksoy, S. (2005). Making regulations and drawing up legislation in Islamic countries under conditions of uncertainty, with special reference to embryonic stem cell research. Journal of Medical Ethics , 31: 399-403.; see also: Mahmoud, Azza. "Islamic Bioethics: National Regulations and Guidelines of Human Stem Cell Research in the Muslim World." Master's thesis, Chapman University, 2022. https://doi.org/10.36837/ chapman.000386

[55] Rashid, R. (2022). When does Ensoulment occur in the Human Foetus. Journal of the British Islamic Medical Association , 12 (4). ISSN 2634 8071. https://www.jbima.com/wp-content/uploads/2023/01/2-Ethics-3_-Ensoulment_Rafaqat.pdf.

[56] Sivaraman, M. & Noor, S. (2017). Ethics of embryonic stem cell research according to Buddhist, Hindu, Catholic, and Islamic religions: perspective from Malaysia. Asian Biomedicine,8(1) 43-52.  https://doi.org/10.5372/1905-7415.0801.260

[57] Jafari, M., Elahi, F., Ozyurt, S. & Wrigley, T. (2007). 4. Religious Perspectives on Embryonic Stem Cell Research. In K. Monroe, R. Miller & J. Tobis (Ed.),  Fundamentals of the Stem Cell Debate: The Scientific, Religious, Ethical, and Political Issues  (pp. 79-94). Berkeley: University of California Press.  https://escholarship.org/content/qt9rj0k7s3/qt9rj0k7s3_noSplash_f9aca2e02c3777c7fb76ea768ba458f0.pdf https://doi.org/10.1525/9780520940994-005

[58] Lecso, P. A. (1991). The Bodhisattva Ideal and Organ Transplantation.  Journal of Religion and Health ,  30 (1), 35–41. http://www.jstor.org/stable/27510629 ; Bodhisattva, S. (n.d.). The Key of Becoming a Bodhisattva . A Guide to the Bodhisattva Way of Life. http://www.buddhism.org/Sutras/2/BodhisattvaWay.htm

[59] There is no explicit religious reference to when life begins or how to conduct research that interacts with the concept of life. However, these are relevant verses pertaining to how the fetus is viewed. (( King James Bible . (1999). Oxford University Press. (original work published 1769))

Jerimiah 1: 5 “Before I formed thee in the belly I knew thee; and before thou camest forth out of the womb I sanctified thee…”

In prophet Jerimiah’s insight, God set him apart as a person known before childbirth, a theme carried within the Psalm of David.

Psalm 139: 13-14 “…Thou hast covered me in my mother's womb. I will praise thee; for I am fearfully and wonderfully made…”

These verses demonstrate David’s respect for God as an entity that would know of all man’s thoughts and doings even before birth.

[60] It should be noted that abortion is not supported as well.

[61] The Vatican. (1987, February 22). Instruction on Respect for Human Life in Its Origin and on the Dignity of Procreation Replies to Certain Questions of the Day . Congregation For the Doctrine of the Faith. https://www.vatican.va/roman_curia/congregations/cfaith/documents/rc_con_cfaith_doc_19870222_respect-for-human-life_en.html

[62] The Vatican. (2000, August 25). Declaration On the Production and the Scientific and Therapeutic Use of Human Embryonic Stem Cells . Pontifical Academy for Life. https://www.vatican.va/roman_curia/pontifical_academies/acdlife/documents/rc_pa_acdlife_doc_20000824_cellule-staminali_en.html ; Ohara, N. (2003). Ethical Consideration of Experimentation Using Living Human Embryos: The Catholic Church’s Position on Human Embryonic Stem Cell Research and Human Cloning. Department of Obstetrics and Gynecology . Retrieved from https://article.imrpress.com/journal/CEOG/30/2-3/pii/2003018/77-81.pdf.

[63] Smith, G. A. (2022, May 23). Like Americans overall, Catholics vary in their abortion views, with regular mass attenders most opposed . Pew Research Center. https://www.pewresearch.org/short-reads/2022/05/23/like-americans-overall-catholics-vary-in-their-abortion-views-with-regular-mass-attenders-most-opposed/

[64] Rosner, F., & Reichman, E. (2002). Embryonic stem cell research in Jewish law. Journal of halacha and contemporary society , (43), 49–68.; Jafari, M., Elahi, F., Ozyurt, S. & Wrigley, T. (2007). 4. Religious Perspectives on Embryonic Stem Cell Research. In K. Monroe, R. Miller & J. Tobis (Ed.),  Fundamentals of the Stem Cell Debate: The Scientific, Religious, Ethical, and Political Issues  (pp. 79-94). Berkeley: University of California Press.  https://escholarship.org/content/qt9rj0k7s3/qt9rj0k7s3_noSplash_f9aca2e02c3777c7fb76ea768ba458f0.pdf https://doi.org/10.1525/9780520940994-005

[65] Schenker J. G. (2008). The beginning of human life: status of embryo. Perspectives in Halakha (Jewish Religious Law).  Journal of assisted reproduction and genetics ,  25 (6), 271–276. https://doi.org/10.1007/s10815-008-9221-6

[66] Ruttenberg, D. (2020, May 5). The Torah of Abortion Justice (annotated source sheet) . Sefaria. https://www.sefaria.org/sheets/234926.7?lang=bi&with=all&lang2=en

[67] Jafari, M., Elahi, F., Ozyurt, S. & Wrigley, T. (2007). 4. Religious Perspectives on Embryonic Stem Cell Research. In K. Monroe, R. Miller & J. Tobis (Ed.),  Fundamentals of the Stem Cell Debate: The Scientific, Religious, Ethical, and Political Issues  (pp. 79-94). Berkeley: University of California Press.  https://escholarship.org/content/qt9rj0k7s3/qt9rj0k7s3_noSplash_f9aca2e02c3777c7fb76ea768ba458f0.pdf https://doi.org/10.1525/9780520940994-005

[68] Gert, B. (2007). Common morality: Deciding what to do . Oxford Univ. Press.

[69] World Medical Association (2013). World Medical Association Declaration of Helsinki: ethical principles for medical research involving human subjects. JAMA , 310(20), 2191–2194. https://doi.org/10.1001/jama.2013.281053 Declaration of Helsinki – WMA – The World Medical Association .; see also: National Commission for the Protection of Human Subjects of Biomedical and Behavioral Research. (1979).  The Belmont report: Ethical principles and guidelines for the protection of human subjects of research . U.S. Department of Health and Human Services.  https://www.hhs.gov/ohrp/regulations-and-policy/belmont-report/read-the-belmont-report/index.html

[70] Zakarin Safier, L., Gumer, A., Kline, M., Egli, D., & Sauer, M. V. (2018). Compensating human subjects providing oocytes for stem cell research: 9-year experience and outcomes.  Journal of assisted reproduction and genetics ,  35 (7), 1219–1225. https://doi.org/10.1007/s10815-018-1171-z https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6063839/ see also: Riordan, N. H., & Paz Rodríguez, J. (2021). Addressing concerns regarding associated costs, transparency, and integrity of research in recent stem cell trial. Stem Cells Translational Medicine , 10 (12), 1715–1716. https://doi.org/10.1002/sctm.21-0234

[71] Klitzman, R., & Sauer, M. V. (2009). Payment of egg donors in stem cell research in the USA.  Reproductive biomedicine online ,  18 (5), 603–608. https://doi.org/10.1016/s1472-6483(10)60002-8

[72] Krosin, M. T., Klitzman, R., Levin, B., Cheng, J., & Ranney, M. L. (2006). Problems in comprehension of informed consent in rural and peri-urban Mali, West Africa.  Clinical trials (London, England) ,  3 (3), 306–313. https://doi.org/10.1191/1740774506cn150oa

[73] Veatch, Robert M.  Hippocratic, Religious, and Secular Medical Ethics: The Points of Conflict . Georgetown University Press, 2012.

[74] Msoroka, M. S., & Amundsen, D. (2018). One size fits not quite all: Universal research ethics with diversity.  Research Ethics ,  14 (3), 1-17.  https://doi.org/10.1177/1747016117739939

[75] Pirzada, N. (2022). The Expansion of Turkey’s Medical Tourism Industry.  Voices in Bioethics ,  8 . https://doi.org/10.52214/vib.v8i.9894

[76] Stem Cell Tourism: False Hope for Real Money . Harvard Stem Cell Institute (HSCI). (2023). https://hsci.harvard.edu/stem-cell-tourism , See also: Bissassar, M. (2017). Transnational Stem Cell Tourism: An ethical analysis.  Voices in Bioethics ,  3 . https://doi.org/10.7916/vib.v3i.6027

[77] Song, P. (2011) The proliferation of stem cell therapies in post-Mao China: problematizing ethical regulation,  New Genetics and Society , 30:2, 141-153, DOI:  10.1080/14636778.2011.574375

[78] Dajani, R. (2014). Jordan’s stem-cell law can guide the Middle East.  Nature  510, 189. https://doi.org/10.1038/510189a

[79] International Society for Stem Cell Research. (2024). Standards in stem cell research . International Society for Stem Cell Research. https://www.isscr.org/guidelines/5-standards-in-stem-cell-research

[80] Benjamin, R. (2013). People’s science bodies and rights on the Stem Cell Frontier . Stanford University Press.

Mifrah Hayath

SM Candidate Harvard Medical School, MS Biotechnology Johns Hopkins University

Olivia Bowers

MS Bioethics Columbia University (Disclosure: affiliated with Voices in Bioethics)

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This work is licensed under a Creative Commons Attribution 4.0 International License .

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Why writing by hand beats typing for thinking and learning

Jonathan Lambert

If you're like many digitally savvy Americans, it has likely been a while since you've spent much time writing by hand.

The laborious process of tracing out our thoughts, letter by letter, on the page is becoming a relic of the past in our screen-dominated world, where text messages and thumb-typed grocery lists have replaced handwritten letters and sticky notes. Electronic keyboards offer obvious efficiency benefits that have undoubtedly boosted our productivity — imagine having to write all your emails longhand.

To keep up, many schools are introducing computers as early as preschool, meaning some kids may learn the basics of typing before writing by hand.

But giving up this slower, more tactile way of expressing ourselves may come at a significant cost, according to a growing body of research that's uncovering the surprising cognitive benefits of taking pen to paper, or even stylus to iPad — for both children and adults.

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In kids, studies show that tracing out ABCs, as opposed to typing them, leads to better and longer-lasting recognition and understanding of letters. Writing by hand also improves memory and recall of words, laying down the foundations of literacy and learning. In adults, taking notes by hand during a lecture, instead of typing, can lead to better conceptual understanding of material.

"There's actually some very important things going on during the embodied experience of writing by hand," says Ramesh Balasubramaniam , a neuroscientist at the University of California, Merced. "It has important cognitive benefits."

While those benefits have long been recognized by some (for instance, many authors, including Jennifer Egan and Neil Gaiman , draft their stories by hand to stoke creativity), scientists have only recently started investigating why writing by hand has these effects.

A slew of recent brain imaging research suggests handwriting's power stems from the relative complexity of the process and how it forces different brain systems to work together to reproduce the shapes of letters in our heads onto the page.

Your brain on handwriting

Both handwriting and typing involve moving our hands and fingers to create words on a page. But handwriting, it turns out, requires a lot more fine-tuned coordination between the motor and visual systems. This seems to more deeply engage the brain in ways that support learning.

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"Handwriting is probably among the most complex motor skills that the brain is capable of," says Marieke Longcamp , a cognitive neuroscientist at Aix-Marseille Université.

Gripping a pen nimbly enough to write is a complicated task, as it requires your brain to continuously monitor the pressure that each finger exerts on the pen. Then, your motor system has to delicately modify that pressure to re-create each letter of the words in your head on the page.

"Your fingers have to each do something different to produce a recognizable letter," says Sophia Vinci-Booher , an educational neuroscientist at Vanderbilt University. Adding to the complexity, your visual system must continuously process that letter as it's formed. With each stroke, your brain compares the unfolding script with mental models of the letters and words, making adjustments to fingers in real time to create the letters' shapes, says Vinci-Booher.

That's not true for typing.

To type "tap" your fingers don't have to trace out the form of the letters — they just make three relatively simple and uniform movements. In comparison, it takes a lot more brainpower, as well as cross-talk between brain areas, to write than type.

Recent brain imaging studies bolster this idea. A study published in January found that when students write by hand, brain areas involved in motor and visual information processing " sync up " with areas crucial to memory formation, firing at frequencies associated with learning.

"We don't see that [synchronized activity] in typewriting at all," says Audrey van der Meer , a psychologist and study co-author at the Norwegian University of Science and Technology. She suggests that writing by hand is a neurobiologically richer process and that this richness may confer some cognitive benefits.

Other experts agree. "There seems to be something fundamental about engaging your body to produce these shapes," says Robert Wiley , a cognitive psychologist at the University of North Carolina, Greensboro. "It lets you make associations between your body and what you're seeing and hearing," he says, which might give the mind more footholds for accessing a given concept or idea.

Those extra footholds are especially important for learning in kids, but they may give adults a leg up too. Wiley and others worry that ditching handwriting for typing could have serious consequences for how we all learn and think.

What might be lost as handwriting wanes

The clearest consequence of screens and keyboards replacing pen and paper might be on kids' ability to learn the building blocks of literacy — letters.

"Letter recognition in early childhood is actually one of the best predictors of later reading and math attainment," says Vinci-Booher. Her work suggests the process of learning to write letters by hand is crucial for learning to read them.

"When kids write letters, they're just messy," she says. As kids practice writing "A," each iteration is different, and that variability helps solidify their conceptual understanding of the letter.

Research suggests kids learn to recognize letters better when seeing variable handwritten examples, compared with uniform typed examples.

This helps develop areas of the brain used during reading in older children and adults, Vinci-Booher found.

"This could be one of the ways that early experiences actually translate to long-term life outcomes," she says. "These visually demanding, fine motor actions bake in neural communication patterns that are really important for learning later on."

Ditching handwriting instruction could mean that those skills don't get developed as well, which could impair kids' ability to learn down the road.

"If young children are not receiving any handwriting training, which is very good brain stimulation, then their brains simply won't reach their full potential," says van der Meer. "It's scary to think of the potential consequences."

Many states are trying to avoid these risks by mandating cursive instruction. This year, California started requiring elementary school students to learn cursive , and similar bills are moving through state legislatures in several states, including Indiana, Kentucky, South Carolina and Wisconsin. (So far, evidence suggests that it's the writing by hand that matters, not whether it's print or cursive.)

Slowing down and processing information

For adults, one of the main benefits of writing by hand is that it simply forces us to slow down.

During a meeting or lecture, it's possible to type what you're hearing verbatim. But often, "you're not actually processing that information — you're just typing in the blind," says van der Meer. "If you take notes by hand, you can't write everything down," she says.

The relative slowness of the medium forces you to process the information, writing key words or phrases and using drawing or arrows to work through ideas, she says. "You make the information your own," she says, which helps it stick in the brain.

Such connections and integration are still possible when typing, but they need to be made more intentionally. And sometimes, efficiency wins out. "When you're writing a long essay, it's obviously much more practical to use a keyboard," says van der Meer.

Still, given our long history of using our hands to mark meaning in the world, some scientists worry about the more diffuse consequences of offloading our thinking to computers.

"We're foisting a lot of our knowledge, extending our cognition, to other devices, so it's only natural that we've started using these other agents to do our writing for us," says Balasubramaniam.

It's possible that this might free up our minds to do other kinds of hard thinking, he says. Or we might be sacrificing a fundamental process that's crucial for the kinds of immersive cognitive experiences that enable us to learn and think at our full potential.

Balasubramaniam stresses, however, that we don't have to ditch digital tools to harness the power of handwriting. So far, research suggests that scribbling with a stylus on a screen activates the same brain pathways as etching ink on paper. It's the movement that counts, he says, not its final form.

Jonathan Lambert is a Washington, D.C.-based freelance journalist who covers science, health and policy.

• handwriting

Long COVID, ME/CFS and the Importance of Studying Infection-Associated Illnesses

BY OSMAN MONEER May 13, 2024

The COVID-19 pandemic posed many unprecedented global challenges. But as reports of Long COVID cases grew, there were some patients for whom the persistent symptoms of the post-viral syndrome felt familiar.

Even before COVID-19 spread across the planet, patients were presenting with similar constellations of symptoms following other infections, which doctors and researchers collectively referred to as infection-associated chronic illnesses or post-acute infection syndromes . Myalgic encephalomyelitis/chronic fatigue syndrome (ME/CFS) is a neuroinflammatory, neuroimmune illness most commonly triggered by infection, such as Epstein-Barr virus, though patients have reported other triggers as well, such as physical accidents and environmental exposures.

ME/CFS is characterized by prolonged and severe fatigue, and by symptoms that worsen after physical or cognitive exertion (known as post-exertional malaise, or PEM), sleep disturbances, brain fog /difficulty thinking, dizziness and orthostatic intolerance (the medical term for when standing up causes symptoms), headaches, muscle weakness and pain, and more.

To Beth Pollack , an ME/CFS expert and research scientist at MIT who studies infection-associated chronic illnesses, ME/CFS is a chronic illness that affects multiple systems in the body . “Research has shown that ME/CFS involves dysfunction of the immune and nervous systems, as well as cardiovascular, connective tissue, gastrointestinal, metabolic, and mitochondrial dysfunction,” she says.

What is ME/CFS?

ME/CFS is a severe, disabling, and life-altering disease: 75% of ME/CFS patients are too ill to work, and a quarter of patients are unable to leave their homes or, in some cases, their beds. Some physicians caring for ME/CFS patients say it’s one of the most disabling illnesses they've ever seen . According to the late William Reeves, MD, former head of Viral Diseases at the Centers for Disease Control and Prevention (CDC), “The level of functional impairment in people who suffer from CFS is comparable to multiple sclerosis, AIDS, end-stage renal failure and chronic obstructive pulmonary disease.”

Dr. Deborah F.* agrees with that assessment. She is a family physician who, like so many doctors, had COVID-19 early in the pandemic, in March 2020, before anyone really understood what it was. As a then-33-year-old “super healthy, physically active, and athletic person,” she believed that she’d recover from COVID quickly and return to seeing patients. However, she didn’t recover, and four years later she is still not well enough to return to her job. She’s tried many times but hasn't been able to do the work. Too often, she experiences severe, debilitating symptoms within an hour of work. She has had to accept that at this time she is still physically unable to work, even though she misses practicing medicine, which she loved. “I feel like I’m trying to run on an empty gas tank,” Dr. F. says. No matter how much she rests, the fatigue never really leaves her.

“I went through high school, college, medical school, and family medicine residency, doing intense, 80-plus-hour work weeks during residency,” she explains. “I always worked hard and was a total over-achiever. I thought I knew what it meant to get ‘tired’ back then, but this is so much more than that. I was used to the kind of fatigue where you can take a power nap or get a cup of coffee, and then power through. But ME/CFS isn’t like that. The fatigue drops you where you are. There is usually no pushing through. It’s so much worse. You just can’t function. And you have no idea how long the fatigue will last.”

Studies over the last few years have found that about half of people with Long COVID meet diagnostic criteria for ME/CFS, and the prevalence of ME/CFS has been growing as a result of the pandemic and Long COVID. Recent estimates suggest that there may be 3.3 million Americans living with ME/CFS, possibly growing to 5-9 million as a result of the pandemic . Findings from ME/CFS research have helped inform research directions for Long COVID.

How similar are Long COVID and ME/CFS?

Numerous studies have revealed a significant overlap in symptoms reported by patients with Long COVID and ME/CFS. For instance, stud i es comparing patients found that both groups experienced orthostatic intolerance and autonomic dysfunction, in which just standing upright induces symptoms such as dizziness or lightheadedness.

However, there are some distinctions. Long COVID is defined as symptoms persisting a minimum of four weeks post-infection , according to the CDC. It is heterogenous, with over 200 symptoms. While a subset of patients have ME/CFS, many do not. A 2022 NIH study , led by researchers at Weill Cornell Medicine, identified four major subgroups of the disease. One subgroup associated with predominantly neurological symptoms may be more aligned with ME/CFS. Many Long COVID patients experience decreased smell and taste and respiratory issues, which are not as common in ME/CFS.

How are ME/CFS and Long COVID diagnosed?

Doctors typically identify diseases by using a combination of lab tests and a pattern of unique symptoms. But given how varied symptoms can be, along with the absence of specific diagnostic lab tests, both Long COVID and ME/CFS can be difficult to diagnose. Both diseases are frequently seen as diagnoses of exclusion (meaning the diagnosis is made after ruling out other conditions that can cause similar symptoms) , contributing to delays in diagnosis and misdiagnosis. Despite substantial knowledge and documentation of disease pathologies, researchers are still studying and trying to understand the complex mechanisms underlying these diseases.

What’s next for ME/CFS and Long COVID?

What’s next for these illnesses? Historically, ME/CFS has been underfunded relative to its disease burden. More research is critical to better understand the underlying mechanisms of both Long COVID and ME/CFS and to inform future clinical trials.

Importantly, according to Pollack, ME/CFS and Long COVID commonly co-occur with a group of other overlapping conditions, including postural orthostatic tachycardia syndrome (POTS) , small fiber neuropathy, mast cell activation disorders, connective tissue disorders, and reproductive health conditions . Pollack recommends that both researchers and clinicians screen for co-occurring diseases in those diagnosed with ME/CFS or Long COVID.

“Unfortunately, the most severe and complex patients often fall through the cracks of both clinical care and research,” says Pollack. “We need to include severe patient cohorts in research, even if it means visiting them at home while they are in bed.”

Ongoing research, including work at Yale by the lab of Akiko Iwasaki, PhD , Sterling Professor of Immunobiology, seeks to clarify the basis for Long COVID and to better understand its relationship with ME/CFS. Iwasaki’s lab and MIT’s Tal Research Group, where Pollack works, are collaborating in their efforts to understand these diseases. At MIT, the Tal Research Group, led by Michal Tal, launched the MAESTRO study on Long COVID and chronic Lyme disease, and hopes to add an ME/CFS cohort. MAESTRO aims to identify biomarkers and mechanisms of illness, increase understanding of the overlaps among these illnesses, and predict who develops chronic illness after infection. In addition to the MIT-Yale collaboration, the Iwasaki lab is collaborating with the team of David Putrino, PhD, at the Mount Sinai School of Medicine, to enroll pre-pandemic ME/CFS patients to conduct deep immune phenotyping.

Pollack is hopeful that we are entering a new era of chronic illness research. There has been a series of conferences to explore the pathophysiology of Long COVID and ME/CFS, including two at the National Academies of Sciences, Engineering, and Medicine; a Keystone conference; an ECHO series , led by the Bateman Horne Center; and a series of NIH webinars bringing together world experts to summarize ME/CFS research.

Pollack chairs an NIH subgroup on “less studied pathologies” in ME/CFS, and she organized and led a four-hour NIH research webinar in January 2024 on understudied topics in the disease that greatly impact patients—the first event of its kind in the field. She encourages clinicians, researchers, students, and patients to watch some of the eight NIH Research Roadmap webinars, as they cover many ME/CFS subtopics in-depth, reviewing the current state and next steps for research.

“We are thinking about how we advance the field toward clinical trials and therapeutics,” says Pollack. “These illnesses urgently need effective treatments. We also need deep phenotyping and mechanistic research that helps us identify subsets most likely to benefit from certain treatments. When appropriate, cross-illness research such as clinical studies and clinical trials with ME/CFS and Long COVID comparator cohorts, or other cohorts like POTS, are important to consider.”

*Not her real name .

Osman Moneer is an MD candidate at Yale School of Medicine

The last word from Lisa Sanders, MD:

Fatigue is common after an illness. Recovery does take time. But ME/CFS is a whole different level of fatigue. Dr. F. is a patient of mine at the Yale New Haven Long COVID Multidisciplinary Care Center, and I’ve watched her struggle to recapture even a part of the life she used to have. She has trouble taking care of herself and when she’s really bad off she goes home to live with her parents. She sleeps 12 to 16 hours at night and naps during the day—every day. And, while she has a day when she can function every now and then, she still has to be careful. If she does too much, she can “crash,” as she calls it—and then is unable to even get out of bed for a day or two or three or four. “With Long COVID, it’s so unpredictable how my body will respond,” she explains. “One day I can do something. But when I try it another day, I will crash.”

The frustration for Dr. F. and for all the doctors who participate in her care is that we don’t know enough about this disease to help her. And so far, nothing we have tried has helped. She keeps trying. We keep trying. Right now, it’s all we can do.

If you’d like to share your experience with Long COVID for possible use in a future post (under a pseudonym), write to us at: LongCovid [email protected]

Information provided in Yale Medicine content is for general informational purposes only. It should never be used as a substitute for medical advice from your doctor or other qualified clinician. Always seek the individual advice of your health care provider with any questions you have regarding a medical condition.

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