How to Create a Methods Appendix
Assemble a concise appendix with design details, randomization, exclusions, and analysis exports.
The Short Version
Assemble a concise appendix with design details, randomization, exclusions, and analysis exports. A practical way to begin is to export the design summary, then include the full survey instrument or key screenshots. Finish by making sure you attach codebook, tables, and replication scripts when appropriate. The full walkthrough below explains each part in order.
Is This Guide for You?
Researchers preparing manuscripts, reports, dissertations, or preregistration supplements.
Follow These Steps
Work through these 6 steps at your own pace. The wording is intentionally practical, and you can return to the checklist at the end when you are ready to review your work.
- Export the design summary.
- Include the full survey instrument or key screenshots.
- Describe task count, profiles per task, attributes, and levels.
- List restrictions and randomization checks.
- Report exclusions and final sample counts.
- Attach codebook, tables, and replication scripts when appropriate.
What This Helps You Accomplish
A good appendix answers predictable reviewer questions before they slow down publication or approval.
A Quick Confidence Check
- Include design details.
- Show exclusions.
- Document restrictions.
- Keep tables and scripts reproducible.
Common Questions
Can I use this guide if I am new to this?
Yes. Researchers preparing manuscripts, reports, dissertations, or preregistration supplements. Follow the steps in order, start with a small test, and use the final checklist before you field or report anything important.
What is the simplest way to get started?
Begin by export the design summary. Next, include the full survey instrument or key screenshots. You do not need to perfect every setting before running a small preview or pilot.
How do I know when I am ready?
Use the confidence check above. In particular: Include design details. Show exclusions. Document restrictions. Keep tables and scripts reproducible. When the decision is consequential, keep your study documentation and ask a qualified colleague or methods reviewer to examine the design as well.
Related Guides
Research artifact: sample data, codebook, and scriptsResearch Pathways
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