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Understanding the Background in an Essay: Context and Significance

Table of contents, defining the background, the importance of context, establishing relevance, creating engagement, conclusion: framing the narrative.

• Smith, John. "The Art of Effective Background Writing." Journal of Academic Writing, vol. 25, no. 2, 2018, pp. 87-104.
• Jones, Emily. "Context Matters: The Role of Background Information in Comprehension." Reading Research Quarterly, vol. 41, no. 3, 2006, pp. 386-401.
• Johnson, Robert. "Crafting Engaging Backgrounds: Techniques for Captivating Readers." Writing Techniques Quarterly, vol. 18, no. 4, 2020, pp. 55-67.
• Thompson, Laura. "The Significance of Context in Essay Writing." Academic Insights, vol. 12, no. 1, 2019, pp. 23-38.
• Williams, David. "The Power of Relevance: Creating Lasting Impressions Through Effective Backgrounds." Rhetoric and Composition Journal, vol. 30, no. 2, 2015, pp. 120-135.

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Organizing Your Social Sciences Research Paper

• Background Information
• Purpose of Guide
• Design Flaws to Avoid
• Independent and Dependent Variables
• Glossary of Research Terms
• Reading Research Effectively
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
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• Choosing a Title
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• The C.A.R.S. Model
• The Research Problem/Question
• Theoretical Framework
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• Tiertiary Sources
• Scholarly vs. Popular Publications
• Qualitative Methods
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• Insiderness
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
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Background information identifies and describes the history and nature of a well-defined research problem with reference to contextualizing existing literature. The background information should indicate the root of the problem being studied, appropriate context of the problem in relation to theory, research, and/or practice , its scope, and the extent to which previous studies have successfully investigated the problem, noting, in particular, where gaps exist that your study attempts to address. Background information does not replace the literature review section of a research paper; it is intended to place the research problem within a specific context and an established plan for its solution.

Fitterling, Lori. Researching and Writing an Effective Background Section of a Research Paper. Kansas City University of Medicine & Biosciences; Creating a Research Paper: How to Write the Background to a Study. DurousseauElectricalInstitute.com; Background Information: Definition of Background Information. Literary Devices Definition and Examples of Literary Terms.

Importance of Having Enough Background Information

Background information expands upon the key points stated in the beginning of your introduction but is not intended to be the main focus of the paper. It generally supports the question, what is the most important information the reader needs to understand before continuing to read the paper? Sufficient background information helps the reader determine if you have a basic understanding of the research problem being investigated and promotes confidence in the overall quality of your analysis and findings. This information provides the reader with the essential context needed to conceptualize the research problem and its significance before moving on to a more thorough analysis of prior research.

Forms of contextualization included in background information can include describing one or more of the following:

• Cultural -- placed within the learned behavior of a specific group or groups of people.
• Economic -- of or relating to systems of production and management of material wealth and/or business activities.
• Gender -- located within the behavioral, cultural, or psychological traits typically associated with being self-identified as male, female, or other form of  gender expression.
• Historical -- the time in which something takes place or was created and how the condition of time influences how you interpret it.
• Interdisciplinary -- explanation of theories, concepts, ideas, or methodologies borrowed from other disciplines applied to the research problem rooted in a discipline other than the discipline where your paper resides.
• Philosophical -- clarification of the essential nature of being or of phenomena as it relates to the research problem.
• Physical/Spatial -- reflects the meaning of space around something and how that influences how it is understood.
• Political -- concerns the environment in which something is produced indicating it's public purpose or agenda.
• Social -- the environment of people that surrounds something's creation or intended audience, reflecting how the people associated with something use and interpret it.
• Temporal -- reflects issues or events of, relating to, or limited by time. Concerns past, present, or future contextualization and not just a historical past.

Background information can also include summaries of important research studies . This can be a particularly important element of providing background information if an innovative or groundbreaking study about the research problem laid a foundation for further research or there was a key study that is essential to understanding your arguments. The priority is to summarize for the reader what is known about the research problem before you conduct the analysis of prior research. This is accomplished with a general summary of the foundational research literature [with citations] that document findings that inform your study's overall aims and objectives.

NOTE: Research studies cited as part of the background information of your introduction should not include very specific, lengthy explanations. This should be discussed in greater detail in your literature review section. If you find a study requiring lengthy explanation, consider moving it to the literature review section.

ANOTHER NOTE: In some cases, your paper's introduction only needs to introduce the research problem, explain its significance, and then describe a road map for how you are going to address the problem; the background information basically forms the introduction part of your literature review. That said, while providing background information is not required, including it in the introduction is a way to highlight important contextual information that could otherwise be hidden or overlooked by the reader if placed in the literature review section.

YET ANOTHER NOTE: In some research studies, the background information is described in a separate section after the introduction and before the literature review. This is most often done if the topic is especially complex or requires a lot of context in order to fully grasp the significance of the research problem. Most college-level research papers do not require this unless required by your professor. However, if you find yourself needing to write more than a couple of pages [double-spaced lines] to provide the background information, it can be written as a separate section to ensure the introduction is not too lengthy.

Background of the Problem Section: What do you Need to Consider? Anonymous. Harvard University; Hopkins, Will G. How to Write a Research Paper. SPORTSCIENCE, Perspectives/Research Resources. Department of Physiology and School of Physical Education, University of Otago, 1999; Green, L. H. How to Write the Background/Introduction Section. Physics 499 Powerpoint slides. University of Illinois; Pyrczak, Fred. Writing Empirical Research Reports: A Basic Guide for Students of the Social and Behavioral Sciences . 8th edition. Glendale, CA: Pyrczak Publishing, 2014; Stevens, Kathleen C. “Can We Improve Reading by Teaching Background Information?.” Journal of Reading 25 (January 1982): 326-329; Woodall, W. Gill. Writing the Background and Significance Section. Senior Research Scientist and Professor of Communication. Center on Alcoholism, Substance Abuse, and Addictions. University of New Mexico.

Structure and Writing Style

Providing background information in the introduction of a research paper serves as a bridge that links the reader to the research problem . Precisely how long and in-depth this bridge should be is largely dependent upon how much information you think the reader will need to know in order to fully understand the problem being discussed and to appreciate why the issues you are investigating are important.

From another perspective, the length and detail of background information also depends on the degree to which you need to demonstrate to your professor how much you understand the research problem. Keep this in mind because providing pertinent background information can be an effective way to demonstrate that you have a clear grasp of key issues, debates, and concepts related to your overall study.

The structure and writing style of your background information can vary depending upon the complexity of your research and/or the nature of the assignment. However, in most cases it should be limited to only one to two paragraphs in your introduction.

Given this, here are some questions to consider while writing this part of your introduction :

• Are there concepts, terms, theories, or ideas that may be unfamiliar to the reader and, thus, require additional explanation?
• Are there historical elements that need to be explored in order to provide needed context, to highlight specific people, issues, or events, or to lay a foundation for understanding the emergence of a current issue or event?
• Are there theories, concepts, or ideas borrowed from other disciplines or academic traditions that may be unfamiliar to the reader and therefore require further explanation?
• Is there a key study or small set of studies that set the stage for understanding the topic and frames why it is important to conduct further research on the topic?
• Y our study uses a method of analysis never applied before;
• Your study investigates a very esoteric or complex research problem;
• Your study introduces new or unique variables that need to be taken into account ; or,
• Your study relies upon analyzing unique texts or documents, such as, archival materials or primary documents like diaries or personal letters that do not represent the established body of source literature on the topic?

Almost all introductions to a research problem require some contextualizing, but the scope and breadth of background information varies depending on your assumption about the reader's level of prior knowledge . However, despite this assessment, background information should be brief and succinct and sets the stage for the elaboration of critical points or in-depth discussion of key issues in the literature review section of your paper.

Writing Tip

Background Information vs. the Literature Review

Incorporating background information into the introduction is intended to provide the reader with critical information about the topic being studied, such as, highlighting and expanding upon foundational studies conducted in the past, describing important historical events that inform why and in what ways the research problem exists, defining key components of your study [concepts, people, places, phenomena] and/or placing the research problem within a particular context. Although introductory background information can often blend into the literature review portion of the paper, essential background information should not be considered a substitute for a comprehensive review and synthesis of relevant research literature.

Hart, Cris. Doing a Literature Review: Releasing the Social Science Research Imagination . Thousand Oaks, CA: Sage, 1998; Pyrczak, Fred. Writing Empirical Research Reports: A Basic Guide for Students of the Social and Behavioral Sciences . 8th edition. Glendale, CA: Pyrczak Publishing, 2014.

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• If you are writing in a new discipline, you should always make sure to ask about conventions and expectations for introductions, just as you would for any other aspect of the essay. For example, while it may be acceptable to write a two-paragraph (or longer) introduction for your papers in some courses, instructors in other disciplines, such as those in some Government courses, may expect a shorter introduction that includes a preview of the argument that will follow.  
• In some disciplines (Government, Economics, and others), it’s common to offer an overview in the introduction of what points you will make in your essay. In other disciplines, you will not be expected to provide this overview in your introduction.  
• Avoid writing a very general opening sentence. While it may be true that “Since the dawn of time, people have been telling love stories,” it won’t help you explain what’s interesting about your topic.  
• Avoid writing a “funnel” introduction in which you begin with a very broad statement about a topic and move to a narrow statement about that topic. Broad generalizations about a topic will not add to your readers’ understanding of your specific essay topic.  
• Avoid beginning with a dictionary definition of a term or concept you will be writing about. If the concept is complicated or unfamiliar to your readers, you will need to define it in detail later in your essay. If it’s not complicated, you can assume your readers already know the definition.  
• Avoid offering too much detail in your introduction that a reader could better understand later in the paper.
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How can I write background information effectively?

This is the third and final chapter about Background Information . To complete this reader, read each chapter carefully and then unlock and complete our materials to check your understanding.   

– Consider what makes for effectively written introductory background information

– Provide five pieces of advice for effective writing

– Use an example paragraph to demonstrate background-information mistakes

Chapter 1: What is introductory background information?

Chapter 2: Which background elements are important?

Chapter 3: How can I write background information effectively?

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This third and final chapter about writing background information for the introductory paragraph of an academic essay focuses on the general tips and advice that (if followed carefully) should lead to more effective writing, which we’ve organised into five key areas. Once you’ve read and understood these five pieces of advice, you may wish to then unlock our beginner-, intermediate- and advanced-level worksheets to check your understanding of this topic.

1. Consider the Elements

As was described in some detail in Chapter 2, there are four key elements which may be included as introductory background information , which are (a) introducing the topic, (b) providing a hook, (c) defining key terms, and (d) highlighting topic importance. An effective writer should know when to vary both the length and inclusion of these elements depending upon the topic of their essay . If, for example, the subject matter of your essay lacks subject-specific vocabulary , then perhaps you shouldn’t worry about defining any terminology. Likewise, should your essay focus be on something important or significant – such as global warming or achieving world peace, then remember to detail this significance clearly for your reader.

2. Include Key Sources

One aspect of writing background information that students often neglect is the inclusion of key sources . First remember that sources should almost always be included in introductory background information, particularly when providing key statistics, definitions or theoretical concepts. Remind yourself here that referencing is intended to not only provide acknowledgement to the sources used and to avoid plagiarism , but to also assist the reader in locating those sources more easily.

Another consideration when citing sources during the introduction is to make sure that the key research for that specific topic has been included. Which authors and sources conducted the initial investigations about that topic, for example? And if you’re evaluating a theory, then which sources posited that theory first, and which later sources further developed those concepts? As is shown below, it may also be worth including a key multiple-source citation within your introduction:

3. Be Concise but Comprehensive

The third piece of advice about writing effective background information reminds the writer to be concise but also comprehensive. It’s not easy to find the right balance between including as few words as possible while still making sure that all the information necessary to sufficiently contextualise your essay has also been provided. One way of achieving this might be to first include all of the key information that your introduction requires without concerning yourself with aspects of concision. Once written, a writer is then able to carefully edit their work, rewriting any phrases or sentences that are able to carry the same meaning but in fewer words. Ultimately, by remembering the concept that academic writing requires the clear and concise conveyance of a writer’s ideas and arguments , you should be on the right path to academic success. 

4. Be Specific but Relevant

Two additional and important aspects of academic writing are specificity and relevance. It’s no secret that to write effectively, you should try to avoid having vague language throughout your essay – particularly in the introduction . The more specific a writer can be without providing unnecessary detail, the clearer and less ambiguous their writing will appear and therefore the more convincing their argument will likely be.

At the same time as being specific, a writer should try to be ruthless and critical in whether or not their background information is strictly relevant to their essay question and thesis statement . Ultimately, if such information lacks relevance, then those details should be deleted without question or repurposed elsewhere. Beyond a sentence or two to set the context, one good rule here is to avoid mentioning anything in your background that isn’t then further explored in the body section of your essay . Remember that most persuasive essays do not have the word count available for providing description within the body paragraphs, and so any concept that requires explanation should be briefly introduced and explained in the introductory background information first. 

5. Edit Carefully

Finally, as with all aspects of essay writing and academic assessments in general, an effective writer should always remember to edit and proofread their work carefully. Although even experienced writers make occasional typos and produce minor errors, non-native speakers of English also often make mistakes with other aspects of the language – such as word forms or subject-verb agreement . With this in mind, try to make sure that you, and perhaps also a peer, look carefully over your writing before the final submission deadline.

To highlight more clearly to you what might happen if the five tips we’ve outlined above are not followed, we’ve provided below a modified version of our Chapter 1 background information . This modified example demonstrates ineffective background that lacks sources , concision , specificity, relevance and careful editing :

Foreign Aid is Effective in the African Continent. Discuss.

The question of whether a country should provide assistance to a nation is not a contemporary one. 1 In fact, recent evidence suggests that cultures as ancient as the Egyptians may have been at war with their foreign neighbours on a yearly basis (Smith, 2016). 2 Something that may be taken as being somewhat ironic is that the majority of countries and nations that now depend upon foreign AID and investment exist firmly within the many countries that make up the African continent. 3 AID, or Assisting to International Developing, is however an relatively recent conceptual, with $1.7 trillions now spent annually on providing international support for little affluence countrys. 4 Many researchers have claimed that as much as 65% of this has failed to achieve its intended purpose. 5 With poverty levels increased year up to year, the questions off whether Africa has a promising future is an importance one.

To reference this reader:

Academic Marker (2022) Background Information . Available at: https://academicmarker.com/essay-writing/introductory-paragraphs/background-information/ (Accessed: Date Month Year).

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Hey everyone! I'm working on my college applications, and part of it requires a personal background essay. I'm a little stuck, so if you guys could share some examples or tips, that'd be great! Please help me out, thanks!

Hello! It's understandable that writing a personal background essay can be challenging. Here are some tips to get you started and an example of how you might approach this essay:

1. Reflect on what makes your background unique. Consider your family's history, culture, traditions, values, and how these have shaped your experiences.

2. Delve into the details. Discuss specific experiences, anecdotes, or events that have had a significant impact on your life and highlight the lessons you've gained from your background.

3. Be authentic. Write from the heart and let your personality shine through. This essay is your opportunity to help the admissions officers get to know you beyond your stats and accomplishments.

4. Avoid clichés. Personal background essays are quite common, so if you're writing about a widely-covered topic (moving, learning a new language, etc.), try to find a unique angle or aspect that will set your essay apart.

Growing up in a multigenerational household, I've had the rare privilege of experiencing diverse perspectives on life from my grandparents, parents, and siblings. My grandparents, who emigrated from Vietnam, taught me the importance of staying true to our cultural heritage and maintaining strong connections with family. Daily rituals like preparing and enjoying traditional Vietnamese meals, participating in Lunar New Year celebrations, and listening to stories about my grandparents' journey to the United States helped me appreciate the strength and resilience of my ancestors.

However, this cultural pride was not always something I cherished. As a child, I was bullied for my Banh Khot and Banh Mi lunches, and I'd often ask my parents to pack more generic-looking sandwiches to avoid feeling like an outsider at school. It wasn't until my grandmother shared her own story of assimilation and how she strived to maintain her cultural identity in a new country that I realized the value of embracing my heritage. Inspired by her courage, I decided to educate my peers about Vietnamese traditions and founded a cultural exchange club at school. Together, we explored our heritages, organizing potlucks, cultural presentations, and language exchange sessions.

Through this experience, I've learned that embracing who I am and the unique background I come from has made me a stronger person. My personal background has taught me to be open to learning about other cultures, which I look forward to bringing to my future college community.

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Background Information

Definition of background information, types of background information, examples of background information in literature, example #1:  politics and english language (by george orwell).

“ Now , it is clear that the decline of a language must ultimately have political and economic causes: it is not due simply to the bad influence of this or that individual writer. But an effect can become a cause, reinforcing the original cause and producing the same effect in an intensified form, and so on indefinitely. A man may take to drink because he feels himself to be a failure, and then fail all the more completely because he drinks. It is rather the same thing that is happening to the English language.”

Example #2: I Twitter, Therefore I am (by Peggy Orenstein)

“I came late to Twitter. I might have skipped the phenomenon altogether, but I have a book coming out this winter , and publishers, scrambling to promote 360,000- character tomes in a 140-character world, push authors to rally their “tweeps” to the cause. Leaving aside the question of whether that actually boosts sales, I felt pressure to produce. I quickly mastered the Twitterati’s unnatural self-consciousness: processing my experience instantaneously, packaging life as I lived it.”

Example #3: Is Google Making Us Stupid (by Nicholas Carr)

“For me, as for others, the Net is becoming a universal medium, the conduit for most of the information that flows through my eyes and ears and into my mind. The advantages of having immediate access to such an incredibly rich store of information are many, and they’ve been widely described and duly applauded.”

Function of Background Information

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Introduction How to get an essay started

Getting started can often be difficult. Even professional writers say that the hardest part of writing is the beginning. Writing an introduction to an essay can therefore seem a daunting task, though it need not be so difficult, as long as you understand the purpose and the structure of the introduction. An example essay has been given to help you understand both of these, and there is a checklist at the end which you can use for editing your introduction.

Purpose of the introduction

When writing an introduction to an academic essay, it is useful to remember the main purpose of the introduction. In general, the introduction will introduce the topic to the reader by stating what the topic is and giving some general background information. This will help the reader to understand what you are writing about, and show why the topic is important. The introduction should also give the overall plan of the essay.

In short, the main purpose of the introduction is to:

• introduce the topic of the essay;
• give a general background of the topic;
• indicate the overall plan of the essay.

This last purpose is perhaps the most important, and is the reason why many writers choose to write the introduction last , after they have written the main body , because they need to know what the essay will contain before they can give a clear plan.

Structure of the introduction

Although essays vary in length and content, most essays will have the same overall structure, including the introduction. The structure is related to the purpose mentioned above. The introduction to an essay should have the following two parts:

• general statements (to introduce the topic and give the background);
• a thesis statement (to show the structure).

General statements

The general statements will introduce the topic of the essay and give background information. The background information for a short essay will generally just be one or two sentences. The general statements should become more and more specific thesis statement , which is the most specific sentence of the introduction--> as the introduction progresses, leading the reader into the essay (some writers talk about "attracting the readers' attention", though for an academic essay, this is less important). For longer essays, the general statements could include one or more definitions , or could classify the topic, and may cover more than one paragraph.

The following is an example of background statements for a short essay ( given below ):

Although they were invented almost a hundred years ago, for decades cars were only owned by the rich. Since the 60s and 70s they have become increasingly affordable, and now most families in developed nations, and a growing number in developing countries, own a car.

These sentences introduce the topic of the essay (cars) and give some background to this topic (situation in the past, the situation now). These sentences lead nicely into the thesis statement (see below).

Thesis statement

The thesis statement is the most important part of the introduction. It gives the reader clear information about the content of the essay, which will help them to understand the essay more easily. The thesis states the specific topic, and often lists the main (controlling) ideas that will be discussed in the main body. It may also indicate how the essay will be organised, e.g. in chronological order, order of importance, advantages/disadvantages, cause/effect. It is usually at the end of the introduction, and is usually (but not always) one sentence long.

In short, the thesis statement:

• states the specific topic of the essay;
• often lists the main (controlling) ideas of the essay;
• may indicate the method of organisation of the essay;
• is usually at the end of the introduction;
• is usually one sentence.

Here is an example of a thesis statement with no subtopics mentioned:

While cars have undoubted advantages, they also have significant drawbacks.

This thesis statement tells us the specific topic of the essay (advantages and disadvantages of cars) and the method of organisation (advantages should come first, disadvantages second). It is, however, quite general, and may have been written before the writer had completed the essay.

In the following thesis statement, the subtopics are named:

While cars have undoubted advantages, of which their convenience is the most apparent, they have significant drawbacks, most notably pollution and traffic problems.

This thesis gives us more detail, telling us not just the topic (advantages and disadvantages of cars) and the method of organisation (advantages first, disadvantages second), but also tells us the main ideas in the essay (convenience, pollution, traffic problems). This essay will probably have three paragraphs in the main body.

Example essay

Below is a discussion essay which looks at the advantages and disadvantages of car ownership. This essay is used throughout the essay writing section to help you understand different aspects of essay writing. Here it focuses on the thesis statement and general statements of the introduction (mentioned on this page), topic sentences , controlling ideas, and the summary and final comment of the conclusion. Click on the different areas (in the shaded boxes to the right) to highlight the different structural aspects in this essay.

Although they were invented almost a hundred years ago, for decades cars were only owned by the rich. Since the 60s and 70s they have become increasingly affordable, and now most families in developed nations, and a growing number in developing countries, own a car. While cars have undoubted advantages, of which their convenience is the most apparent, they have significant drawbacks, most notably pollution and traffic problems . The most striking advantage of the car is its convenience. When travelling long distance, there may be only one choice of bus or train per day, which may be at an unsuitable time. The car, however, allows people to travel at any time they wish, and to almost any destination they choose. Despite this advantage, cars have many significant disadvantages, the most important of which is the pollution they cause. Almost all cars run either on petrol or diesel fuel, both of which are fossil fuels. Burning these fuels causes the car to emit serious pollutants, such as carbon dioxide, carbon monoxide, and nitrous oxide. Not only are these gases harmful for health, causing respiratory disease and other illnesses, they also contribute to global warming, an increasing problem in the modern world. According to the Union of Concerned Scientists (2013), transportation in the US accounts for 30% of all carbon dioxide production in that country, with 60% of these emissions coming from cars and small trucks. In short, pollution is a major drawback of cars. A further disadvantage is the traffic problems that they cause in many cities and towns of the world. While car ownership is increasing in almost all countries of the world, especially in developing countries, the amount of available roadway in cities is not increasing at an equal pace. This can lead to traffic congestion, in particular during the morning and evening rush hour. In some cities, this congestion can be severe, and delays of several hours can be a common occurrence. Such congestion can also affect those people who travel out of cities at the weekend. Spending hours sitting in an idle car means that this form of transport can in fact be less convenient than trains or aeroplanes or other forms of public transport. In conclusion, while the car is advantageous for its convenience , it has some important disadvantages, in particular the pollution it causes and the rise of traffic jams . If countries can invest in the development of technology for green fuels, and if car owners can think of alternatives such as car sharing, then some of these problems can be lessened.

Union of Concerned Scientists (2013). Car Emissions and Global Warming. www.ucsusa.org/clean vehicles/why-clean-cars/global-warming/ (Access date: 8 August, 2013)

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Below is a checklist for an essay introduction. Use it to check your own writing, or get a peer (another student) to help you.

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Author: Sheldon Smith    ‖    Last modified: 26 January 2022.

Sheldon Smith is the founder and editor of EAPFoundation.com. He has been teaching English for Academic Purposes since 2004. Find out more about him in the about section and connect with him on Twitter , Facebook and LinkedIn .

Compare & contrast essays examine the similarities of two or more objects, and the differences.

Cause & effect essays consider the reasons (or causes) for something, then discuss the results (or effects).

Discussion essays require you to examine both sides of a situation and to conclude by saying which side you favour.

Problem-solution essays are a sub-type of SPSE essays (Situation, Problem, Solution, Evaluation).

Transition signals are useful in achieving good cohesion and coherence in your writing.

Reporting verbs are used to link your in-text citations to the information cited.

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What is a Background in an Essay: Introducing Information

Writing A Background in an Essay

Background in an essay refers to material provided in a nonfiction essay. It can also be defined as work that explains the context of the issue you will explore in the essay.

This information is connected to the hook or opening statement, and then to the thesis statement, which you will write last at the end of the introduction.

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What is Background Information in an Essay

The background information is the supporting points you employ to demonstrate your argument or viewpoint. It is the grounds on which you base your point of view to prove your argument. background information is found in the introduction, just after the opening statement or the hook.

The amount and type of background material depend on the goal and topic of your essay.

You may need to provide definitions or an overview of the problem you discuss in the essay.

The background information in an essay will depend on the topic.

The background information in an essay on a scientific test may include test parameters, test objectives, test site conditions, sample kinds, sample size, and other background material.

If your essay is about COVID 19, your background information may touch on diverse points. These may include what kind of virus it is, its origins, and how many countries it has affected.

It may also include how many people have contracted it, and how it is transmitted from one person to another, among other things.

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How to Write Background Information in an Essay                          

The key to writing background information in an essay is to master the art of the introduction. Grabbing the reader’s attention at the beginning allows you to include the information they need to comprehend your work.

The first paragraph/section of an essay is the introduction, and it is critical to creating an excellent paper. The introduction helps you begin the essay by grabbing the reader’s attention.

Then, you provide background information plus map out the core topic, direction, and objective of your essay.

Usually, an excellent introduction starts with a discussion around the essay’s topic. After that, you move on to the specific ideas you will explore in the body.

How do you Write the Introduction and include background information in an Essay?

Use an effective hook to make a solid first impression. This piques the curiosity and attention of readers, encouraging them to keep reading.

Provide background information about the main topic of the essay. It establishes a general framework for the paper by providing readers with the information they require before reading it.

It should start with broad concepts and then narrow down to the thesis (a single-focused idea).

Conclude with a concise thesis statement that indicates your motivation for writing, expresses the main idea/argument, and gives the body of the work a direction or outline.

The hook is the tool that captures attention and makes the readers want to keep reading. You can shape it as a question, an interesting fact or statistic, a quotation, or a story.

You can also use any other intriguing idea that piques readers’ curiosity and encourages them to continue reading.

Regardless of which option you choose, ensure the hook links to the essay’s topic in some way.

The background information sets the stage for the essay by offering a high-level summary of the topic. It introduces the broad topic(s) and eases the reader into the subject with general information.

Also, it may comprise concepts, facts, history, definitions, and other material that helps comprehend the specific information offered in the body.

It is critical to understand your audience and evaluate what readers may or may not know about the topic to provide relevant background information.

Besides, it enables you to offer readers the information they require before continuing to read the essay. So, presenting background information in the introduction acts as a link that connects the reader to the issue.

The length and depth of this bridge depend on how much information you believe the reader will need to comprehend the topic and realize why the difficulties you are looking at are essential.

Your thesis statement highlights the key idea or main argument and your motivation for writing the essay. You can also use it to outline the supporting ideas you explore in the body. It is usually the final sentence of the introduction.

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Examples of Background Information in an Essay

1.”gettysburg address” abraham lincoln.

The hook in Abraham Lincoln’s “Gettysburg Address” was that the founding fathers believed that all men are created equal. Then he gave some background on the current state of the Civil War:

Now we are in the midst of a major civil war, which will determine whether that nation or any other nation so conceived and dedicated, can last for a long time.

And we have met on one of the war’s most important battlegrounds.

We’ve decided to devote a piece of the field as the last resting place for those who gave their life here so that this country could live. It is entirely appropriate for us to do so.

2. “Goodbye to All That” by Joan Didion

Notice how the introduction hooks your attention and then swiftly offers you some background information about Joan Didion’s life in this personal essay by Joan Didion:

The origins of things are easy to perceive, but the endings are more difficult to see. I can pinpoint when New York began for me now, with a clarity that makes the hairs on the back of my neck stand on end.

But I can’t pinpoint when it ended or cut through the ambiguities and second starts and broken resolves to the precise point on the page where the heroine is no longer as optimistic as she once was.

I was twenty when I first saw New York. It was summer, and I got off a DC-7 at the old Idlewild temporary terminal in a new dress.

It had seemed very smart in Sacramento but had already seemed less smart, even in the old Idle wild temporary terminal.

The warm air smelled of mildew, and some instinct, programmed by all the movies I’d ever seen and all the songs I’d ever heard sung and all the stories I’d ever read about New York.

When not handling complex essays and academic writing tasks, Josh is busy advising students on how to pass assignments. In spare time, he loves playing football or walking with his dog around the park.

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Essay Writing Guide

Essay Outline

Last updated on: Jun 28, 2024

A Complete Essay Outline - Guidelines and Format

By: Nova A.

13 min read

Reviewed By: Melisa C.

Published on: Jan 15, 2019

To write an effective essay, you need to create a clear and well-organized essay outline. An essay outline will shape the essay’s entire content and determine how successful the essay will be.

In this blog post, we'll be going over the basics of essay outlines and provide a template for you to follow. We will also include a few examples so that you can get an idea about how these outlines look when they are put into practice.

Essay writing is not easy, but it becomes much easier with time, practice, and a detailed essay writing guide. Once you have developed your outline, everything else will come together more smoothly.

The key to success in any area is preparation - take the time now to develop a solid outline and then write your essays!

So, let’s get started!

On this Page

What is an Essay Outline?

An essay outline is your essay plan and a roadmap to essay writing. It is the structure of an essay you are about to write. It includes all the main points you have to discuss in each section along with the thesis statement.

Like every house has a map before it is constructed, the same is the importance of an essay outline. You can write an essay without crafting an outline, but you may miss essential information, and it is more time-consuming.

Once the outline is created, there is no chance of missing any important information. Also, it will help you to:

• Organize your thoughts and ideas.
• Understand the information flow.
• Never miss any crucial information or reference.
• Finish your work faster.

These are the reasons if someone asks you why an essay outline is needed. Now there are some points that must be kept in mind before proceeding to craft an essay outline.

Easily Outline Your Essays In Seconds!

Prewriting Process of Essay Outline

Your teacher may ask you to submit your essay outline before your essay. Therefore, you must know the preliminary guidelines that are necessary before writing an essay outline.

Here are the guidelines:

• You must go through your assignments’ guidelines carefully.
• Understand the purpose of your assignment.
• Know your audience.
• Mark the important point while researching your topic data.
• Select the structure of your essay outline; whether you are going to use a decimal point bullet or a simple one.

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How to Write an Essay Outline in 4 Steps

Creating an essay outline is a crucial step in crafting a well-structured and organized piece of writing. Follow these four simple steps to create an effective outline:

Step 1: Understand the Topic

To begin, thoroughly grasp the essence of your essay topic. 

Break it down into its key components and identify the main ideas you want to convey. This step ensures you have a clear direction and focus for your essay.

Step 2: Brainstorm and Gather Ideas

Let your creativity flow and brainstorm ideas related to your topic. 

Jot down key pieces of information, arguments, and supporting evidence that will strengthen your essay's overall message. Consider different perspectives and potential counterarguments to make your essay well-rounded.

Step 3: Organize Your Thoughts

Now it's time to give structure to your ideas. 

Arrange your main points in a logical order, starting with an attention-grabbing introduction, followed by body paragraphs that present your arguments. 

Finally, tie everything together with a compelling conclusion. Remember to use transitional phrases to create smooth transitions between sections.

Step 4: Add Depth with Subpoints

To add depth and clarity to your essay, incorporate subpoints under each main point. 

These subpoints provide more specific details, evidence, or examples that support your main ideas. They help to further strengthen your arguments and make your essay more convincing.

By following these four steps - you'll be well on your way to creating a clear and compelling essay outline.

Essay Outline Format

It is an easy way for you to write your thoughts in an organized manner. It may seem unnecessary and unimportant, but it is not.

It is one of the most crucial steps for essay writing as it shapes your entire essay and aids the writing process.

An essay outline consists of three main parts:

1. Introduction

The introduction body of your essay should be attention-grabbing. It should be written in such a manner that it attracts the reader’s interest. It should also provide background information about the topic for the readers.

You can use a dramatic tone to grab readers’ attention, but it should connect the audience to your thesis statement.

Here are some points without which your introduction paragraph is incomplete.

To attract the reader with the first few opening lines, we use a hook statement. It helps engage the reader and motivates them to read further. There are different types of hook sentences ranging from quotes, rhetorical questions to anecdotes and statistics, and much more.

Are you struggling to come up with an interesting hook? View these hook examples to get inspired!

A thesis statement is stated at the end of your introduction. It is the most important statement of your entire essay. It summarizes the purpose of the essay in one sentence.

The thesis statement tells the readers about the main theme of the essay, and it must be strong and clear. It holds the entire crux of your essay.

Need help creating a strong thesis statement? Check out this guide on thesis statements and learn to write a statement that perfectly captures your main argument!

2. Body Paragraphs

The body paragraphs of an essay are where all the details and evidence come into play. This is where you dive deep into the argument, providing explanations and supporting your ideas with solid evidence. 

If you're writing a persuasive essay, these paragraphs will be the powerhouse that convinces your readers. Similarly, in an argumentative essay, your body paragraphs will work their magic to sway your audience to your side.

Each paragraph should have a topic sentence and no more than one idea. A topic sentence is the crux of the contents of your paragraph. It is essential to keep your reader interested in the essay.

The topic sentence is followed by the supporting points and opinions, which are then justified with strong evidence.

3. Conclusion

When it comes to wrapping up your essay, never underestimate the power of a strong conclusion. Just like the introduction and body paragraphs, the conclusion plays a vital role in providing a sense of closure to your topic. 

To craft an impactful conclusion, it's crucial to summarize the key points discussed in the introduction and body paragraphs. You want to remind your readers of the important information you shared earlier. But keep it concise and to the point. Short, powerful sentences will leave a lasting impression.

Remember, your conclusion shouldn't drag on. Instead, restate your thesis statement and the supporting points you mentioned earlier. And here's a pro tip: go the extra mile and suggest a course of action. It leaves your readers with something to ponder or reflect on.

5 Paragraph Essay Outline Structure

An outline is an essential part of the writing as it helps the writer stay focused. A typical 5 paragraph essay outline example is shown here. This includes:

• State the topic
• Thesis statement
• Introduction
• Explanation
• A conclusion that ties to the thesis
• Summary of the essay
• Restate the thesis statement

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Essay Outline Template

The outline of the essay is the skeleton that you will fill out with the content. Both outline and relevant content are important for a good essay. The content you will add to flesh out the outline should be credible, relevant, and interesting.

The outline structure for the essay is not complex or difficult. No matter which type of essay you write, you either use an alphanumeric structure or a decimal structure for the outline.

Below is an outline sample that you can easily follow for your essay.

Essay Outline Sample

Essay Outline Examples

An essay outline template should follow when you start writing the essay. Every writer should learn how to write an outline for every type of essay and research paper.

Essay outline 4th grade

Essay outline 5th grade

Essay outline high school

Essay outline college

Given below are essay outline examples for different types of essay writing.

Argumentative Essay Outline

An  argumentative essay  is a type of essay that shows both sides of the topic that you are exploring. The argument that presents the basis of the essay should be created by providing evidence and supporting details.

Persuasive Essay Outline

A  persuasive essay  is similar to an argumentative essay. Your job is to provide facts and details to create the argument. In a persuasive essay, you convince your readers of your point of view.

Compare and Contrast Essay Outline

A  compare and contrast essay  explains the similarities and differences between two things. While comparing, you should focus on the differences between two seemingly similar objects. While contrasting, you should focus on the similarities between two different objects.

Narrative Essay Outline

A narrative essay is written to share a story. Normally, a narrative essay is written from a personal point of view in an essay. The basic purpose of the narrative essay is to describe something creatively.

Expository Essay Outline

An  expository essay  is a type of essay that explains, analyzes, and illustrates something for the readers. An expository essay should be unbiased and entirely based on facts. Be sure to use academic resources for your research and cite your sources.

Analytical Essay Outline

An  analytical essay  is written to analyze the topic from a critical point of view. An analytical essay breaks down the content into different parts and explains the topic bit by bit.

Rhetorical Analysis Essay Outline

A rhetorical essay is written to examine the writer or artist’s work and develop a great essay. It also includes the discussion.

Cause and Effect Essay Outline

A  cause and effect essay  describes why something happens and examines the consequences of an occurrence or phenomenon. It is also a type of expository essay.

Informative Essay Outline

An  informative essay  is written to inform the audience about different objects, concepts, people, issues, etc.

The main purpose is to respond to the question with a detailed explanation and inform the target audience about the topic.

Synthesis Essay Outline

A  synthesis essay  requires the writer to describe a certain unique viewpoint about the issue or topic. Create a claim about the topic and use different sources and information to prove it.

Literary Analysis Essay Outline

A  literary analysis essay  is written to analyze and examine a novel, book, play, or any other piece of literature. The writer analyzes the different devices such as the ideas, characters, plot, theme, tone, etc., to deliver his message.

Definition Essay Outline

A  definition essay  requires students to pick a particular concept, term, or idea and define it in their own words and according to their understanding.

Descriptive Essay Outline

A  descriptive essay  is a type of essay written to describe a person, place, object, or event. The writer must describe the topic so that the reader can visualize it using their five senses.

Evaluation Essay Outline

Problem Solution Essay Outline

In a problem-solution essay, you are given a problem as a topic and you have to suggest multiple solutions on it.

Scholarship Essay Outline

A  scholarship essay  is required at the time of admission when you are applying for a scholarship. Scholarship essays must be written in a way that should stand alone to help you get a scholarship.

Reflective Essay Outline

A reflective essay  is written to express your own thoughts and point of view regarding a specific topic.

Getting started on your essay? Give this comprehensive essay writing guide a read to make sure you write an effective essay!

With this complete guide, now you understand how to create an outline for your essay successfully. However, if you still can’t write an effective essay, then the best option is to consult a professional academic writing service.

Essay writing is a dull and boring task for some people. So why not get some help instead of wasting your time and effort?  5StarEssays.com is here to help you. All your  do my essay for me  requests are managed by professional essay writers.

Place your order now, and our team of expert academic writers will help you.

Frequently Asked Questions

What are the three types of outlines.

Here are the three types of essay outline;

• Working outline
• Speaking outline
• Full-sentence outline

All three types are different from each other and are used for different purposes.

What does a full-sentence outline look like?

A full sentence outline contains full sentences at each level of the essay’s outline. It is similar to an alphanumeric outline and it is a commonly used essay outline.

What is a traditional outline format?

A traditional essay outline begins with writing down all the important points in one place and listing them down and adding sub-topics to them. Besides, it will also include evidence and proof that you will use to back your arguments.

What is the benefit of using a traditional outline format and an informal outline format?

A traditional outline format helps the students in listing down all the important details in one palace while an informal outline will help you coming up with new ideas and highlighting important points

As a Digital Content Strategist, Nova Allison has eight years of experience in writing both technical and scientific content. With a focus on developing online content plans that engage audiences, Nova strives to write pieces that are not only informative but captivating as well.

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Organizing Academic Research Papers: Background Information

• Purpose of Guide
• Design Flaws to Avoid
• Glossary of Research Terms
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
• Academic Writing Style
• Choosing a Title
• Making an Outline
• Paragraph Development
• Executive Summary
• Background Information
• The Research Problem/Question
• Theoretical Framework
• Citation Tracking
• Content Alert Services
• Evaluating Sources
• Primary Sources
• Secondary Sources
• Tertiary Sources
• What Is Scholarly vs. Popular?
• Qualitative Methods
• Quantitative Methods
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Annotated Bibliography
• Dealing with Nervousness
• Using Visual Aids
• Grading Someone Else's Paper
• How to Manage Group Projects
• Multiple Book Review Essay
• Reviewing Collected Essays
• About Informed Consent
• Writing Field Notes
• Writing a Policy Memo
• Writing a Research Proposal
• Acknowledgements

Background information identifies and describes the history and nature of a well-defined research problem with reference to the existing literature. Background information in your Introduction should indicate the root of the problem being studied, its scope, and the extent to which previous studies have successfully investigated the problem, noting, in particular, where gaps exist that your study attempts to address.  Introductory background information differs from a literature review in that it places the research problem in proper context rather than thoroughly examining pertinent literature.

Importance of Having Enough Background Information

Background information expands upon the key points stated in your introduction but is not the main focus of the paper. Sufficient background information helps your reader determine if you have a basic understanding of the research problem being investigated and promotes confidence in the overall quality of your analysis and findings.

Background information provides the reader with the essential context needed to understand the research problem . Depending on the topic being studied, forms of contextualization may include:

• Cultural -- the issue placed within the learned behavior of specific groups of people.
• Economic -- of or relating to systems of production and management of material wealth and/or business activities.
• Historical -- the time in which something takes place or was created and how that influences how you interpret it.
• Philosophical -- clarification of the essential nature of being or of phenomena as it relates to the research problem.
• Physical/Spatial -- reflects the space around something and how that influences how you see it.
• Political -- concerns the environment in which something is produced indicating it's public purpose or agenda.
• Social -- the environment of people that surrounds something's creation or intended audience, reflecting how the people around something use and interpret it.
• Temporal -- reflects issues or events of, relating to, or limited by time.

Background information can also include summaries of important, relevant research studies . The key is to summarize for the reader what is known about the specific research problem before you conducted your analysis. This is accomplished with a general review of the foundational research literature (with citations) that report findings that inform your study's aims and objectives.

NOTE : Research studies cited as part of the background information of your introduction should not include very specific, lengthy explanations. This should be discussed in greater detail in your literature review section.

Background of the Problem Section: What do you Need to Consider? Anonymous. Harvard University; Hopkins, Will G. How to Write a Research Paper . SPORTSCIENCE, Perspectives/Research Resources. Department of Physiology and School of Physical Education, University of Otago, 1999; Green, L. H. How to Write the Background/Introduction Section. Physics 499 Powerpoint slides. University of Illinois; Woodall, W. Gill. Writing the Background and Significance Section. Senior Research Scientist and Professor of Communication. Center on Alcoholism, Substance Abuse, and Addictions. University of New Mexico.  

Structure and Writing Style

Providing background information in the Introduction of a research paper serves as a bridge that links the reader to the topic of your study . But precisely how long and in-depth this bridge should be is largely dependent upon how much information you think the reader will need in order to understand the research problem being discussed and to appreciate why the issues you are investigating are important.

From another perspective, the length and detail of background information also depends on the degree to which you need to demonstrate to your professor how much you understand the topic. Keep this in mind because providing succinct background information can be an effective way to show that you have a clear grasp of key issues and concepts underpinning your overall study. Don't try to show off, though!

Given that the structure and writing style of your background information can vary depending upon the complexity of your research and/or the nature of the assignment, here are some questions to consider while writing :

• Are there concepts, terms, theories, or ideas that may be unfamiliar to the reader and, thus, require additional explanation?
• Are there historical elements that need to be explored in order to add needed context, to highlight specific people, issues, or events, or to lay a foundation for understanding the emergence of a current issue or event?
• Is the research study unusual in some way that requires additional explanation, such as, a) your study uses a method never applied before to the research problem you are investigating; b) your study investigates a very esoteric or complex research problem; or, c) your study relies upon analyzing unique texts or documents, such as archival materials or primary documents like diaries or personal letters, that do not represent the established body of source literature on the topic.

Background of the Problem Section: What do you Need to Consider? Anonymous. Harvard University; Hopkins, Will G. How to Write a Research Paper . SPORTSCIENCE, Perspectives/Research Resources. Department of Physiology and School of Physical Education, University of Otago, 1999; Green, L. H. How to Write the Background/Introduction Section. Physics 499 Powerpoint slides. University of Illinois; Woodall, W. Gill. Writing the Background and Significance Section. Senior Research Scientist and Professor of Communication. Center on Alcoholism, Substance Abuse, and Addictions. University of New Mexico.

Writing Tip

Background Information vs. the Literature Review

Incorporating background information into the Introduction is intended to provide the reader with critical information about the topic being studied, such as highlighting and expanding upon foundational studies conducted in the past, important historical events that inform why and in what ways the research problem exists, or defining key components of your study [concepts, people, places, things]. Although in social sciences research introductory background information can often blend into the literature review portion of the paper, basic background information should not be considered a substitute for a comprehensive review and synthesis of relevant research literature.

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How to Write an Abstract in Research Papers (with Examples)

An abstract in research papers is a keyword-rich summary usually not exceeding 200-350 words. It can be considered the “face” of research papers because it creates an initial impression on the readers. While searching databases (such as PubMed) for research papers, a title is usually the first selection criterion for readers. If the title matches their search criteria, then the readers read the abstract, which sets the tone of the paper. Titles and abstracts are often the only freely available parts of research papers on journal websites. The pdf versions of full articles need to be purchased. Journal reviewers are often provided with only the title and abstract before they agree to review the complete paper. [ 1]  

Abstracts in research papers provide readers with a quick insight into what the paper is about to help them decide whether they want to read it further or not. Abstracts are the main selling points of articles and therefore should be carefully drafted, accurately highlighting the important aspects. [ 2]  

This article will help you identify the important components and provide tips on how to write an abstract in research papers effectively

What is an Abstract?  

An abstract in research papers can be defined as a synopsis of the paper. It should be clear, direct, self-contained, specific, unbiased, and concise. These summaries are published along with the complete research paper and are also submitted to conferences for consideration for presentation.  

Abstracts are of four types and journals can follow any of these formats: [ 2]  

• Structured  
• Unstructured  
• Descriptive  
• Informative  

Structured abstracts are used by most journals because they are more organized and have clear sections, usually including introduction/background; objective; design, settings, and participants (or materials and methods); outcomes and measures; results; and conclusion. These headings may differ based on the journal or the type of paper. Clinical trial abstracts should include the essential items mentioned in the CONSORT (Consolidated Standards Of Reporting Trials) guidelines.  

Figure 1. Structured abstract example [3] 

Unstructured abstracts are common in social science, humanities, and physical science journals. They usually have one paragraph and no specific structure or subheadings. These abstracts are commonly used for research papers that don’t report original work and therefore have a more flexible and narrative style.  

Figure 2. Unstructured abstract example [3] 

Descriptive abstracts are short (75–150 words) and provide an outline with only the most important points of research papers. They are used for shorter articles such as case reports, reviews, and opinions where space is at a premium, and rarely for original investigations. These abstracts don’t present the results but mainly list the topics covered.  

Here’s a sample abstract . [ 4]  

“Design of a Radio-Based System for Distribution Automation”  

A new survey by the Maryland Public Utilities Commission suggests that utilities have not effectively explained to consumers the benefits of smart meters. The two-year study of 86,000 consumers concludes that the long-term benefits of smart meters will not be realized until consumers understand the benefits of shifting some of their power usage to off-peak hours in response to the data they receive from their meters. The study presents recommendations for utilities and municipal governments to improve customer understanding of how to use the smart meters effectively.  

Keywords: smart meters, distribution systems, load, customer attitudes, power consumption, utilities  

Informative abstracts (structured or unstructured) give a complete detailed summary, including the main results, of the research paper and may or may not have subsections.   

Figure 3. Informative abstract example [5] 

Purpose of Abstracts in Research    

Abstracts in research have two main purposes—selection and indexing. [ 6,7]  

• Selection : Abstracts allow interested readers to quickly decide the relevance of a paper to gauge if they should read it completely.   
• Indexing : Most academic journal databases accessed through libraries enable you to search abstracts, allowing for quick retrieval of relevant articles and avoiding unnecessary search results. Therefore, abstracts must necessarily include the keywords that researchers may use to search for articles.  

Thus, a well-written, keyword-rich abstract can p ique readers’ interest and curiosity and help them decide whether they want to read the complete paper. It can also direct readers to articles of potential clinical and research interest during an online search.  

Contents of Abstracts in Research  

Abstracts in research papers summarize the main points of an article and are broadly categorized into four or five sections. Here are some details on how to write an abstract .   

Introduction/Background and/or Objectives  

This section should provide the following information:  

• What is already known about the subject?  
• What is not known about the subject or what does the study aim to investigate?  

The hypothesis or research question and objectives should be mentioned here. The Background sets the context for the rest of the paper and its length should be short so that the word count could be saved for the Results or other information directly pertaining to the study. The objective should be written in present or past simple tense.  

Examples:  

The antidepressant efficacy of desvenlafaxine (DV) has been established in 8-week, randomized controlled trials. The present study examined the continued efficacy of DV across 6 months of maintenance treatment . [ 1]  

Objective: To describe gastric and breast cancer risk estimates for individuals with CDH1 variants.  

Design, Setting, and Participants (or Materials and Methods)  

This section should provide information on the processes used and should be written in past simple tense because the process is already completed.  

A few important questions to be answered include:  

• What was the research design and setting?  
• What was the sample size and how were the participants sampled?  
• What treatments did the participants receive?  
• What were the data collection and data analysis dates?  
• What was the primary outcome measure?  

Hazard ratios (HRs) were estimated for each cancer type and used to calculate cumulative risks and risks per decade of life up to age 80 years.  

This section, written in either present or past simple tense, should be the longest and should describe the main findings of the study. Here’s an example of how descriptive the sentences should be:  

Avoid: Response rates differed significantly between diabetic and nondiabetic patients.  

Better: The response rate was higher in nondiabetic than in diabetic patients (49% vs 30%, respectively; P<0.01).  

This section should include the following information:  

• Total number of patients (included, excluded [exclusion criteria])  
• Primary and secondary outcomes, expressed in words, and supported by numerical data  
• Data on adverse outcomes  

Example: [ 8]  

In total, 10.9% of students were reported to have favorable study skills. The minimum score was found for preparation for examination domain. Also, a significantly positive correlation was observed between students’ study skills and their Grade Point Average (GPA) of previous term (P=0.001, r=0.269) and satisfaction with study skills (P=0.001, r=0.493).  

Conclusions  

Here, authors should mention the importance of their findings and also the practical and theoretical implications, which would benefit readers referring to this paper for their own research. Present simple tense should be used here.  

Examples: [ 1,8]  

The 9.3% prevalence of bipolar spectrum disorders in students at an arts university is substantially higher than general population estimates. These findings strengthen the oft-expressed hypothesis linking creativity with affective psychopathology.  

The findings indicated that students’ study skills need to be improved. Given the significant relationship between study skills and GPA, as an index of academic achievement, and satisfaction, it is necessary to promote the students’ study skills. These skills are suggested to be reinforced, with more emphasis on weaker domains.  

When to Write an Abstract  

In addition to knowing how to write an abstract , you should also know when to write an abstract . It’s best to write abstracts once the paper is completed because this would make it easier for authors to extract relevant parts from every section.  

Abstracts are usually required for: [ 7]    

• submitting articles to journals  
• applying for research grants   
• writing book proposals  
• completing and submitting dissertations  
• submitting proposals for conference papers  

Mostly, the author of the entire work writes the abstract (the first author, in works with multiple authors). However, there are professional abstracting services that hire writers to draft abstracts of other people’s work.   

How to Write an Abstract (Step-by-Step Process)  

Here are some key steps on how to write an abstract in research papers: [ 9]  

• Write the abstract after you’ve finished writing your paper.  
• Select the major objectives/hypotheses and conclusions from your Introduction and Conclusion sections.  
• Select key sentences from your Methods section.  
• Identify the major results from the Results section.  
• Paraphrase or re-write the sentences selected in steps 2, 3, and 4 in your own words into one or two paragraphs in the following sequence: Introduction/Objective, Methods, Results, and Conclusions. The headings may differ among journals, but the content remains the same.  
• Ensure that this draft does not contain: a.   new information that is not present in the paper b.   undefined abbreviations c.   a discussion of previous literature or reference citations d.   unnecessary details about the methods used  
• Remove all extra information and connect your sentences to ensure that the information flows well, preferably in the following order: purpose; basic study design, methodology and techniques used; major findings; summary of your interpretations, conclusions, and implications. Use section headings for structured abstracts.  
• Ensure consistency between the information presented in the abstract and the paper.  
• Check to see if the final abstract meets the guidelines of the target journal (word limit, type of abstract, recommended subheadings, etc.) and if all the required information has been included.  

Choosing Keywords for Abstracts  

Keywords [ 2] are the important and repeatedly used words and phrases in research papers and can help indexers and search engines find papers relevant to your requirements. Easy retrieval would help in reaching a wider audience and eventually gain more citations. In the fields of medicine and health, keywords should preferably be chosen from the Medical Subject Headings (MeSH) list of the US National Library of Medicine because they are used for indexing. These keywords need to be different from the words in the main title (automatically used for indexing) but can be variants of the terms/phrases used in the title, abstract, and the main text. Keywords should represent the content of your manuscript and be specific to your subject area.  

Basic tips for authors [ 10,11]  

• Read through your paper and highlight key terms or phrases that are most relevant and frequently used in your field, to ensure familiarity.  
• Several journals provide instructions about the length (eg, 3 words in a keyword) and maximum number of keywords allowed and other related rules. Create a list of keywords based on these instructions and include specific phrases containing 2 to 4 words. A longer string of words would yield generic results irrelevant to your field.  
• Use abbreviations, acronyms, and initializations if these would be more familiar.  
• Search with your keywords to ensure the results fit with your article and assess how helpful they would be to readers.  
• Narrow down your keywords to about five to ten, to ensure accuracy.  
• Finalize your list based on the maximum number allowed.  

  Few examples: [ 12]  

Important Tips for Writing an Abstract  

Here are a few tips on how to write an abstract to ensure that your abstract is complete, concise, and accurate. [ 1,2]  

• Write the abstract last.  
• Follow journal-specific formatting guidelines or Instructions to Authors strictly to ensure acceptance for publication.  
• Proofread the final draft meticulously to avoid grammatical or typographical errors.  
• Ensure that the terms or data mentioned in the abstract are consistent with the main text.  
• Include appropriate keywords at the end.

Do not include:  

• New information  
• Text citations to references  
• Citations to tables and figures  
• Generic statements  
• Abbreviations unless necessary, like a trial or study name  

Key Takeaways    

Here’s a quick snapshot of all the important aspects of how to write an abstract . [2]

• An abstract in research is a summary of the paper and describes only the main aspects. Typically, abstracts are about 200-350 words long.  
• Abstracts are of four types—structured, unstructured, descriptive, and informative.  
• Abstracts should be simple, clear, concise, independent, and unbiased (present both favorable and adverse outcomes).  
• They should adhere to the prescribed journal format, including word limits, section headings, number of keywords, fonts used, etc.  
• The terminology should be consistent with the main text.   
• Although the section heading names may differ for journals, every abstract should include a background and objective, analysis methods, primary results, and conclusions.  
• Nonstandard abbreviations, references, and URLs shouldn’t be included.  
• Only relevant and specific keywords should be used to ensure focused searches and higher citation frequency.  
• Abstracts should be written last after completing the main paper.  

Frequently Asked Questions   

Q1. Do all journals have different guidelines for abstracts?  

A1. Yes, all journals have their own specific guidelines for writing abstracts; a few examples are given in the following table. [ 6,13,14,15]  

Q2. What are the common mistakes to avoid when writing an abstract?  

A2. Listed below are a few mistakes that authors may make inadvertently while writing abstracts.  

• Copying sentences from the paper verbatim  

An abstract is a summary, which should be created by paraphrasing your own work or writing in your own words. Extracting sentences from every section and combining them into one paragraph cannot be considered summarizing.  

• Not adhering to the formatting guidelines  

Journals have special instructions for writing abstracts, such as word limits and section headings. These should be followed strictly to avoid rejections.  

• Not including the right amount of details in every section  

Both too little and too much information could discourage readers. For instance, if the Background has very little information, the readers may not get sufficient context to appreciate your research. Similarly, incomplete information in the Methods and a text-heavy Results section without supporting numerical data may affect the credibility of your research.  

• Including citations, standard abbreviations, and detailed measurements  

Typically, abstracts shouldn’t include these elements—citations, URLs, and abbreviations. Only nonstandard abbreviations are allowed or those that would be more familiar to readers than the expansions.  

• Including new information  

Abstracts should strictly include only the same information mentioned in the main text. Any new information should first be added to the text and then to the abstract only if necessary or if permitted by the word limit.  

• Not including keywords  

Keywords are essential for indexing and searching and should be included to increase the frequency of retrieval and citation.  

Q3. What is the difference between abstracts in research papers and conference abstracts? [16]  

A3. The table summarizes the main differences between research and conference abstracts.  

  Thus, abstracts are essential “trailers” that can market your research to a wide audience. The better and more complete the abstract the more are the chances of your paper being read and cited. By following our checklist and ensuring that all key elements are included, you can create a well-structured abstract that summarizes your paper accurately.  

References  

• Andrade C. How to write a good abstract for a scientific paper or conference presentation. Indian J Psychiatry . 2011; 53(2):172-175. Accessed June 14, 2024. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3136027/  
• Tullu MS. Writing the title and abstract for a research paper: Being concise, precise, and meticulous is the key. 2019; 13(Suppl 1): S12-S17. Accessed June 14, 2024. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6398294/  
• Zawia J. Writing an Academic Paper? Get to know Abstracts vs. Structured Abstracts. Medium. Published October 16, 2023. Accessed June 16, 2024. https://medium.com/@jamala.zawia/writing-an-academic-paper-get-to-know-abstracts-vs-structured-abstracts-11ed86888367  
• Markel M and Selber S. Technical Communication, 12 th edition. 2018; pp. 482. Bedford/St Martin’s.  
• Abstracts. Arkansas State University. Accessed June 17, 2024. https://www.astate.edu/a/global-initiatives/online/a-state-online-services/online-writing-center/resources/How%20to%20Write%20an%20Abstract1.pdf  
• AMA Manual of Style. 11 th edition. Oxford University Press.  
• Writing an Abstract. The University of Melbourne. Accessed June 16, 2024. https://services.unimelb.edu.au/__data/assets/pdf_file/0007/471274/Writing_an_Abstract_Update_051112.pdf  
• 10 Good Abstract Examples that will Kickstart Your Brain. Kibin Essay Writing Blog. Published April 5, 2017. Accessed June 17, 2024. https://www.kibin.com/essay-writing-blog/10-good-abstract-examples/  
• A 10-step guide to make your research paper abstract more effective. Editage Insights. Published October 16, 2013. Accessed June 17, 2024. https://www.editage.com/insights/a-10-step-guide-to-make-your-research-paper-abstract-more-effective  
• Using keywords to write your title and abstract. Taylor & Francis Author Services. Accessed June 15, 2024. https://authorservices.taylorandfrancis.com/publishing-your-research/writing-your-paper/using-keywords-to-write-title-and-abstract/  
• How to choose and use keywords in research papers. Paperpal by Editage blog. Published March 10, 2023. Accessed June 17, 2024. https://paperpal.com/blog/researcher-resources/phd-pointers/how-to-choose-and-use-keywords-in-research-papers  
• Title, abstract and keywords. Springer. Accessed June 16, 2024. https://www.springer.com/it/authors-editors/authorandreviewertutorials/writing-a-journal-manuscript/title-abstract-and-keywords/10285522  
• Abstract and keywords guide. APA Style, 7 th edition. Accessed June 18, 2024. https://apastyle.apa.org/instructional-aids/abstract-keywords-guide.pdf  
• Abstract guidelines. American Society for Microbiology. Accessed June 18, 2024. https://asm.org/events/asm-microbe/present/abstract-guidelines  
• Guidelines for conference abstracts. The Lancet. Accessed June 16, 2024. https://www.thelancet.com/pb/assets/raw/Lancet/pdfs/Abstract_Guidelines_2013.pdf  
• Is a conference abstract the same as a paper abstract? Global Conference Alliance, Inc. Accessed June 18, 2024. https://globalconference.ca/is-a-conference-abstract-the-same-as-a-paper-abstract/  

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• How to Write a High-Quality Conference Paper
• Should You Use AI Tools like ChatGPT for Academic Writing?
• What is the Importance of a Concept Paper and How to Write It 

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How To Make Checkerboard Backgrounds

By: Author Tara Jacobsen

Posted on Last updated: July 5, 2024

Categories Uncategorized

Today I am going to be making checkerboard backgrounds using a fancy deli papers and assorted papers! Great for your art journal, mixed media or junk journals!

Please note:  This article contains affiliate links, and that means that I may earn a commission if you buy something. Read my full disclosure here.

Checkerboard Backgrounds Video

Items mentioned in this video:

• Checkered Deli Paper (240 sheets for $15)
• Canson XL Paper Pad
• Dyan Reaveley Creative Journal
• Liqutex Matte Medium
• Blog Post :: Three Types of Gel Plate Background Papers

All The Checkered Backgrounds

I am loving how these backgrounds are turning out so far! If I had to pick one I liked the best I would for sure pick the vintage paper background with the black checkerboard border!

I used a pack of 24 Checkered Deli Papers to make these. For all of these I started with a base of either Canson XL Mixed Media paper or pages pulled out of my Creative Journals.

Then I used a mix of maps, ledger paper, graph paper, sheet music and vintage paper as the middles and then used the checked papers as accents!

This is just the first step in the process so don't forget to check out upcoming posts to see were I go from here!

Here are some more mixed media articles you might like to check out:

• How To Use Coloring Book Pages For Mixed Media
• DIY Mixed Media Background Papers From Your Stash
• How To Make Neutral Backgrounds For Mixed Media

Revisiting “The Help” by Katherine Stockett: a Profound Insight into Societal Struggles

This essay about Katherine Stockett’s “The Help” explores the intricate dynamics of race class and gender in 1960s Mississippi. Through the perspectives of three women—Aibileen Minny and Skeeter—the story examines the lives of African-American maids and their white employers amidst the Civil Rights Movement. The narrative highlights the courage required to confront systemic injustice and emphasizes the transformative power of storytelling in promoting empathy and social change.

How it works

Short Story of Katherine Stockett “Help” provides magic research 1960 – ?? of Mississippi offering to diving the depth to the tangled dynamics of race class and kind between the background of Civil Motion of Rights. Against the background of penetrating pedigree segregation a short story develops lives of African-American that serve and their white employers finding out the complicated tapestry to power sympathy and resilient.

A story opens up through voices of three expressive women : of Aibileen devoted African-American that serves that is at the head calls of enslavement in loads in pedigree mutual relations to family; Minny Aibileen the energetic friend known for her sharp wit and culinary mastery; and Skeeter brave young white woman what defies social norms doing a risky mission to document the experiments of these data second-rate maids.

Story of skilful Stockett weaves these prospects together offering readers nuanced research of injustice of era and deep courage required to resist them. Through Aibileen and histories of Minny new covers easily on rough realities with that African-American clashes internal workers: patient disrespect economic exploitation and fear of reprisal stood for their conversation of true.

“Help” also bottoms in the complicated mutual relations between white families and their maids proposing contradictions corresponding in benevolent gestures that darkens the systematic warning often. Stockett criticizes superficial kindness of white employers that without regard to forming of the personal obligations with their maids immortalize and extract a benefit very from the systems what oppress them.

The trip of Skeeter lies in the heart of short story what yields to transformation. As she clouds to the stories that serve’ Skeeter resists her own privilege and participation of silence within the limits of her social circle. Her decision to lay down these histories in a book becomes brave operate resistance against penetrating discrimination and powerful obligation before a true and justice.

A “help” serves as the sharp testament of power of storytelling in announcement of social injustice and creation of sympathy through pedigree distances. Story of Stockett not only teaches readers about historical realities but and encourages a reflection on the modern problems of pedigree inequality and social justice. Humanizing how oppressors so and repress readers of new calls to resist uncomfortable true and to present roads in the direction of cicatrization and concordance. In conclusion “The Help” by Katherine Stockett stands as a profound narrative that transcends its historical setting to address enduring themes of courage compassion and the pursuit of equity. Through its vivid characters and compelling storyline Stockett invites readers to contemplate the lasting impact of systemic discrimination and the transformative potential of empathy and solidarity.

Cite this page

Revisiting "The Help" by Katherine Stockett: A Profound Insight into Societal Struggles. (2024, Jul 06). Retrieved from https://papersowl.com/examples/revisiting-the-help-by-katherine-stockett-a-profound-insight-into-societal-struggles/

"Revisiting "The Help" by Katherine Stockett: A Profound Insight into Societal Struggles." PapersOwl.com , 6 Jul 2024, https://papersowl.com/examples/revisiting-the-help-by-katherine-stockett-a-profound-insight-into-societal-struggles/

PapersOwl.com. (2024). Revisiting "The Help" by Katherine Stockett: A Profound Insight into Societal Struggles . [Online]. Available at: https://papersowl.com/examples/revisiting-the-help-by-katherine-stockett-a-profound-insight-into-societal-struggles/ [Accessed: 7 Jul. 2024]

"Revisiting "The Help" by Katherine Stockett: A Profound Insight into Societal Struggles." PapersOwl.com, Jul 06, 2024. Accessed July 7, 2024. https://papersowl.com/examples/revisiting-the-help-by-katherine-stockett-a-profound-insight-into-societal-struggles/

"Revisiting "The Help" by Katherine Stockett: A Profound Insight into Societal Struggles," PapersOwl.com , 06-Jul-2024. [Online]. Available: https://papersowl.com/examples/revisiting-the-help-by-katherine-stockett-a-profound-insight-into-societal-struggles/. [Accessed: 7-Jul-2024]

PapersOwl.com. (2024). Revisiting "The Help" by Katherine Stockett: A Profound Insight into Societal Struggles . [Online]. Available at: https://papersowl.com/examples/revisiting-the-help-by-katherine-stockett-a-profound-insight-into-societal-struggles/ [Accessed: 7-Jul-2024]

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ESG Turns 20: A Brief History, and Why It’s Not Going Away

12 things to know about ESG and sustainable investing, and a look at the next 20 years.

Sometime in your investing journey, you’ve probably encountered the term ESG. It celebrates its 20-year anniversary this year, and it stands for environmental, social and governance analysis of companies and investing. It evolved from an early approach called “socially responsible investing.” Sometimes, the term ESG is confused with the broader term “sustainable investing,” which includes a wide array of approaches , including ESG analysis. (You can learn more about the prehistory of ESG here .)

As the planet warms, and as younger consumers and investors make sustainability a priority, ESG has never been more financially relevant. But while it’s been roundly criticized in recent years, it’s here for good. We asked Morningstar analysts and other sustainable-investing experts how it came about, and what the next 20 years may hold.

ESG Turns 20 this year. How did it start?

ESG evolved from values-based investing as people sought more systematic ways to describe risks that weren’t strictly financial. In 2004, the UN Global Compact published “Who Cares Wins,” which discussed the concept of “environmental, social and governance” factors to describe these nonfinancial issues. It provided a systematic way of accounting for nonfinancial risks—the changing climate, say, or human rights violations―and rejected the view that investment should happen from a purely financial perspective. “In many cases, for example, responsible investors are compensating for a lack of effective public policy,” says Thomas Kuh, head of ESG Strategy for Morningstar Indexes.

Next, the law firm Freshfields Bruckhaus Deringer showed that ESG issues are relevant for financial valuation and consistent with fiduciary duty. That laid the groundwork for using ESG analysis. Its report was commissioned by the United Nations Environment Program Finance Initiative, the first of a number of studies showing that fiduciaries needed to consider ESG issues, when they were material.

The same UN body launched the Principles for Responsible Investment in 2006, creating a framework for institutional investors to incorporate ESG into their investment processes.

The Freshfields report “was a turning point. It said that not only are investment funds allowed to include nonfinancial factors, but that they arguably must, because the time horizon for what’s material to financial returns is long and nonfinancial factors present all sorts of risk and opportunities for investors,” says Lisa Cooper, founder, Figure 8 Investing Strategies. “Soon you had big European pension plans asking banks and asset managers to figure it out.”

Two landmark events catalyzed the growth of ESG. Developments in society also helped it along.

In 2015, the Paris Climate Accord and the Sustainable Development Goals were signed. The Paris Agreement, now ratified by 180-plus countries, sets goals for curbing global warming.

The UN also established Sustainable Development Goals, calling for nations to address challenges related to poverty, inequality, climate change, and peace by 2030. The SDGs embrace actions that corporations and others can take to achieve the goals. This sets a framework by which business leaders and investors could speak the same language and work toward shared targets.

Soon after, “Corporate Sustainability: First Evidence on Materiality” was published, which showed that focusing on financially relevant ESG factors had a positive effect on shareholder value. For example, “If climate change matters for investors’ decisions, then climate risk is material even if the company is not inclined to state that in regulatory documents,” says Kuh.

Issues that weren’t on investors’ radar were now financially relevant. The 2008 global financial crisis showed how unchecked financial system weaknesses could erode value. Investors began framing the climate crisis as a market failure, providing momentum for the Paris Agreement, says Jackie Cook, who leads the proxy-voting advisory service for Morningstar Sustainalytics.

As they adopted ESG analysis, investors found new risks. Consider factory farming, where ESG analysis underscored risks such as food contamination and labor issues. The coronavirus pandemic disproportionately affected vulnerable communities and thrust companies in the public glare. “Remember workers in slaughterhouses continuing to work during covid? Suddenly, people realized ‘Oh, we’re looking at ESG issues,’” says Maria Lettini, executive director of US SIF, the trade organization for sustainable investing. “Covid highlighted how food system risk affects economies and commodities and access to food.”

Companies also saw ESG as increasingly relevant.

To help address the challenges of achieving the Paris Agreement goals, the G20 and Financial Stability Board created the Taskforce on Climate-Related Financial Disclosures, to help people understand “carbon-related assets in the financial sectors.” TCFD would become a regulated reporting requirement across many global regions. By 2022, 61% of G250 companies disclosed information in line with at least one of the framework’s pillars.

In 2018, BlackRock CEO Larry Fink urged fellow CEOs to position for long-term profitability by focusing on the role of the corporation in society. Companies focused on minimizing negative environmental and social impacts and accentuating positive ones would be rewarded by customers, protect their brands, and attract top talent, enabling them to better navigate the transition to an increasingly low-carbon and digital economy, Fink wrote.

Previously, the economist Milton Friedman’s doctrine of shareholder primacy held sway . By 2019, the powerful Business Roundtable also reversed its stance on shareholder primacy, saying that other stakeholders—customers, employees, suppliers, communities—are also important.

“The shift toward a stakeholder view of the firm and how it should be governed was already happening well before the COVID pandemic—fueled by a post-financial crisis awakening to the systemic vulnerabilities introduced by short-termism, as well as a growing urgency for global action to halt climate change,” says Cook of Sustainalytics. “However, [the pandemic] brought to the fore fundamental flaws in shareholder primacy-style governance. The economic and political fallout ignited a collective awareness of the overlapping interests of stakeholder groups in securing resilience across systems.”

ESG goes mainstream.

In 2016, Morningstar introduced the Sustainability Rating for funds and ETFs and established its sustainability indexes. Jon Hale, a prominent sustainable-investing commentator and former Morningstar head of sustainability research, helped create the rating. Hale recalls: “I couldn’t believe how complex and sophisticated the frameworks had gotten. I asked Joe [Mansueto, Morningstar’s founder], ‘Can we do this?’ He said, ‘Sure.’ And once he said that, then people said, OK, we’ll shake loose some resources. When we launched the rating, it focused attention on sustainable investing. Academic papers were written. Morningstar had given its stamp of approval on this idea of sustainable investing. It got a lot of heads nodding.”

More big investors began to use ESG analysis. “In 2014, we noticed in our trends reporting that the biggest jump was in the use of the ESG integration strategy,” says Bryan McGannon, managing director of US SIF, the trade group for the sustainable-investing industry. “It began to permeate mainstream finance.”

As the value proposition grew clear, consolidation took place throughout the sustainable-investing ecosystem. Eaton Vance bought Calvert Research & Management in 2016, followed by Impax purchasing Pax World Management, both prominent sustainable-investing boutiques. In 2017, Morningstar took a stake in data and analytics provider Sustainalytics, which provided the data for its fund sustainability ratings, and bought the rest of the firm in 2020.

Morningstar’s own development, like that of many financial-services companies, is intertwined with ESG’s evolution.

Morningstar analysts covered socially responsible funds PAX World Fund, Dreyfus Third Century, and the Calvert funds, starting in the 1980s. Sustainalytics established global ESG research and ratings offerings in 2010 and expanded its offering to include governance research and carbon solutions in 2015. Morningstar’s approach to its own corporate sustainability drew on its approach to research, centering on independence, materiality, and transparency. “We’re founded on the idea that investors deserve transparency into what’s in their portfolios and the tools to make better decisions,” said Gabriel Presler, global head of enterprise sustainability for Morningstar. “Stakeholders, meaning our employees, shareholders, and clients, deserve that same transparency. Environmental, social, and governance information provides stakeholders with a more complete view of an issuer or investment or an organization―not only its value in the market and the risk it presents, but also the externalities, good and bad, it is creating.”

Europe takes the lead.

In 2017, the European Commission presented its sustainable finance action plan to refocus capital on a low-carbon economy. The plan included proposals for regulation of disclosures on sustainable investment and sustainability risks. The European Green Deal came in 2019, followed by a separate plan to help companies and investors identify economic activities that are environmentally sustainable, as well as an anti-greenwashing rule that makes fund managers and others communicate the environmental and social impact of their transactions. Such moves accelerated the adoption of ESG. By 2023, Morningstar’s coverage of ESG funds was worth $2.8 trillion dollars, with Europe representing more than 80% of these global ESG fund assets.

Transparency and comparability grow more robust .

It was a big year in 2023: The EU’s Corporate Sustainability Reporting Directive became law, new sustainability reporting standards were finalized, and California enacted two broad-based climate-related reporting laws. In 2024, the SEC finally adopted a sweeping rule to make companies listed in the US report climate-related risks and their plans to adapt to them. Today, according to the SEC, some 90% of companies in the Russell 1000 Index already disclose this kind of sustainability data. Other jurisdictions go further than the SEC: For example, companies that do business in Europe or California are preparing to make more detailed disclosures than what the SEC requires. (For more on sustainability reporting requirements around the globe, download Morningstar’s “Sustainability Reporting Requirements” white paper ).

But … the nomenclature grows confusing.

Increasingly, people use the term ESG investing for a vast array of approaches, whether investing according to their values, such as screening out stocks or finding companies that have an impact, or pursuing values based on nonfinancial factors, or some combination of approaches. ESG as a tool becomes conflated with the broader notion of sustainable investing.

Properly understood, ESG is an analytical framework that uses ESG factors to approach an investment, says Morningstar’s Kuh. “It’s is a useful tool for informing investment decisions.” There is no such thing as an “ESG company,” for example.

The ESG reckoning begins .

Russia’s invasion of Ukraine in 2021, highlighted contradictions, inconsistencies, and conflicts between the E, the S, and the G, points out Hortense Bioy, head of sustainable investing research for Morningstar Sustainalytics. For example, in Europe, governments reneged on their environmental goals by turning to fossil fuels to reduce dependence on Russian gas. The war also boosted oil and gas shares, making fossil-fuel-light ESG funds underperform by comparison. It highlighted the need for a strong defense industry, “something that doesn’t align with the values of investors focused on sustainability,” says Bioy.

Meanwhile, as fund managers chased after new clients, greenwashing charges grew—just as critiques of sustainable investing were on the rise. In 2023, DWS, an investment firm controlled by Deutsche Bank, settled with the SEC over misstatements regarding its ESG investing. Separately, critics slammed ESG on grounds that it overpromises on performance or reduces motivation by governments to solve climate change. Others said it violates fiduciary duty because it ventures outside the economic interest, narrowly defined, of investors. Says Kuh: “Greenwashing can be seen as primarily overreach on the part of fund managers but also unrealistic expectations on the part of investors.”

ESG becomes politicized.

In 2021, Texas prohibited government contracts with companies it thought were punishing the fossil fuel and firearms industries and banned public pension funds from using ESG principles in investing. Republican opponents also slammed companies for venturing into social issues, dubbing ESG “woke capitalism.” This year, Florida effectively bans the term “climate change” from its state laws.

Today, dozens of states have passed either pro- or anti-ESG bills related to financial institutions and other large companies. The decisions have financial consequences: Wharton says decisions to ban certain banks as municipal bond underwriters in Texas means cities will pay an additional $303 million to $532 million in interest on $32 billion in bonds. As the term “ESG” became a political football, companies and investors shied away: BlackRock CEO Fink said he’d stop using it because it’s become weaponized on both sides, the right and the left, and it’s become too polarizing.

Should the term ESG be retired?

• Some people think so. Originally a specific term, “it’s often used to refer to both value- and values-based investing approaches which has fueled an opportunistic political attack on investing choice based on a deliberately narrow interpretation of ‘fiduciary duty,’” says Cook. Adds Leslie Samuelrich, President of Green Century Funds: “The term should be retired because it’s misused. There’s no such thing as ESG investing. There’s using ESG data to assess risk and reward. But too often it becomes synonymous with investments that are making an impact in the real world instead of companies that are just addressing their risks.”
• ESG is necessary. Most things that aren’t purely financial or economic have an ESG angle to them. “It’s that breadth that has sometimes left proponents of ESG integration in investing open to the charge that they are taking their eye off the ball when it comes to fiduciary duty,” says Lindsey Stewart, director of stewardship research and policy for Morningstar Sustainalytics. But considering ESG information is essential for getting a 360-degree view of the risks and opportunities a business is facing.
• ESG data and frameworks allow investors and companies to understand the actual costs of corporate behavior . “With negative externalities, it becomes the public’s responsibility to bear the cost. ESG data demonstrates the true cost of company behavior. It’s transparency in the hands of people who have not had this power before,” says Presler of Morningstar.

Says Andy Behar, CEO of shareholder advocate As You Sow: “ESG is about the relationship between shareholders and companies they own. Companies need to disclose [ESG information] honestly and in a standardized format for shareholders to make a good decision,” much as the SEC required standardized financial disclosures decades ago.

• And it’s too late to go back. Any factors that are material to investment returns will find their way back into the investment process. Most financial system participants, including central banks, regulators, large institutional investors, believe that nonfinancial investing factors are financially relevant. Consumers have increasingly voiced support for their own sustainability goals. “Couldn’t we just drop ESG altogether and get back to investing as we used to know it? It’s not that simple : ESG issues are already embedded into our lives,” says Adam Fleck, director of research, ratings, and ESG at Morningstar Sustainalytics.

The next 20 years. Remember that the year 2030—a target for many climate pledges—looms large.

• Expect regulations and standards globally for companies to measure and disclose climate risk management, says Stewart, “like the birth of generally accepted accounting principles half a century ago, but for sustainability. Today, it’s almost incomprehensible that there would be no standardized method for companies to disclose their revenues and profits, or assets and liabilities. Before long, we’ll feel exactly the same way about ESG disclosures like GHG emissions or workforce metrics.”
• Expect more impact-oriented investing and other data . “Impact is a new form of values-oriented investment,” says Bioy. New EU regulations require companies to report on risks to their business and their impact on the world around them. These regulations “will facilitate the new trend.”
• Expect funds to be more targeted . For example, about two thirds of sustainable funds have energy sector exposure, as they engage with companies. “It’s time to reconsider that view,” says Hale. “Sustainable funds that currently invest in fossil fuels should say they are going to spend no more than the next five years engaging—and after that, they are going to wind down their exposure to fossil fuels. There is no more time to wait.”
• Expect “S” factors to remain a political hot button . “Investors’ efforts to advance S-related policies, practices and investing approaches will continue, but will be increasingly referred to in general terms like human capital management and supply chain resilience,” says Cook.
• Artificial intelligence will transform how we gather and analyze sustainability issues in a world inundated with data. Sustainability research will complement company-reported information with data about companies from external sources, such as geospatial data on methane emissions. “Sustainable investing should not be expected to ‘solve’ complex, often global, problems, but it can be a force for change,” says Kuh.

The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies .

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About the authors, leslie p. norton.

Leslie Norton is editorial director for sustainability at Morningstar.

Norton joined Morningstar in 2021 after a long career at Barron's Magazine and Barrons.com, where she managed the magazine's well-known Q&A feature and launched its sustainable investing coverage. Before that, she was Barron's Asia editor and mutual funds editor. While at Barron's, she won a SABEW "Best in Business" award for a series of stories investigating fraudulent Chinese equities, which protected the savings of investors and pensioners by warning about deceptive stocks before they crashed.

She holds a bachelor's degree from Yale College, where she majored in English, and a master's degree in journalism from Columbia University.

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Judge Absolves All 28 Accused, Including Mossack Fonseca Lawyers, In Panama Papers Case

A Brazilian judge has absolved all 28 people accused in the Panama Papers money laundering and financial crimes case, including Mossack Fonseca founders Jurgen Mossack and Ramon Fonseca.

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Court of Justice

That was the decision handed down by Judge Baloisa Marquínez in cases focused on the "Panama Papers" and the related "Lava Jato" (“Car Wash”) scandals.

Initially, 31 people were accused of financial crimes, including bribery and corruption, in the Lava Jato case, and 28 were accused in the Panama Papers case. Prosecutors had accused the law firm and others of engaging in illegal activities related the car wash corruption scandal—and the charges were combined for purposes of the trial.

With respect to Lava Jato, the judge found that it was not possible to prove that money from illicit sources in Brazil entered Panama with the intent to hide, cover up, disguise, or help circumvent the law. With respect to the Panama Papers, the judge found that the evidence collected from the Mossack Fonseca computers did not comply with the chain of custody and principles governing digital proof—and the rest of the evidence was not sufficient and conclusive to determine guilt.

The case has been in the news for nearly a decade. Eight years ago, the International Consortium of Investigative Journalists (ICIJ) and its media partners made public millions of files exposing the financial secrets of the über wealthy. The files, which came to be known as the Panama Papers, included assets that were allegedly stashed in offshore companies to avoid taxation.

The Panama Papers were leaked from Mossack Fonseca, a Panama-based law firm which, according to its website at the time, offered "comprehensive legal and trust services." (The law firm closed in 2018, and its website is currently parked.)

The accused included the founders of Mossack Fonseca, Jurgen Mossack and Ramon Fonseca. Fonseca died earlier this year before the judge had reached a verdict (charges against him were dismissed).

The files date back to 1977 when Mossack Fonseca was formed. In 2015, an anonymous source contacted Süddeutsche Zeitung , a well-known German newspaper, with an offer to turn over e-mails, photos, and other documents taken from an internal Mossack Fonseca database. The reason, the source said, was simply, "I want to make these crimes public."

German journalists Frederik Obermaier (L) and Bastian Obermayer, are journalists working for the investigative unit of the Munich-based Süddeutsche Zeitung on the Panama Papers leaks, pose on 07 April 2016 in Munich. AFP PHOTO CHRISTOF STACHE / AFP / CHRISTOF STACHE (Photo credit should read CHRISTOF STACHE/AFP via Getty Images)

Süddeutsche Zeitung , in turn, shared the records with the ICIJ. The ICIJ and hundreds of other journalists from various news outlets researched the documents. Their investigations exposed the offshore financial secrets of world leaders and public figures.

Offshore Assets

It's important to remember that owning an offshore company or creating an offshore trust isn't illegal. It's perfectly okay in most countries, including in the United States. What is unlawful, however, is using offshore trusts to hide assets from known creditors or to evade taxation—failure to disclose offshore assets and report offshore income can land you in big trouble.

The IRS noted that "[u]nscrupulous promoters continue to lure U.S. persons into placing their assets in offshore accounts and structures, saying they are out of reach of the IRS," while warning taxpayers that those who "promise tax savings that are "too good to be true"… will likely cause legal harm to taxpayers who use them." Those schemes were (again) included in this year's IRS Dirty Dozen list . (The "Dirty Dozen" is an annual list of common scams taxpayers may encounter.)

When advisors like lawyers (like me), accountants, and financial advisors work to establish offshore accounts, there's a lot of due diligence that has to happen to ensure that money isn't being transferred for illegal purposes such as tax evasion, money laundering or to avoid existing creditors (including soon to be ex-spouses or victorious plaintiffs). But even moving money legitimately out of a jurisdiction doesn't erase the compliance obligations. In the U.S., for example, you must still report the existence of the accounts on tax returns (and in other circumstances, including for child support and other court proceedings).

Failure to do the right thing can land not only the account owners—but also the lawyers, accountants, and financial advisors who facilitated opening the accounts—in hot water.

Allegations & Trial

That's what the authorities allege happened here. Mossack Fonseca immediately denied any wrongdoing, saying that the release of the documents misrepresented the work that was done. In 2016, they posted a statement on their website, saying, in part: Recent media reports have portrayed an inaccurate view of the services that we provide and, despite our efforts to correct the record, misrepresented the nature of our work and its role in global financial markets.

The firm also indicated that it had no control over how its clients might use offshore entities created for them. Despite those denials, the Panama Papers eventually led to the firm shutting down. It also resulted in a money laundering trial in a Panamanian court.

The trial began in April. The judge initially had 30 days to issue a verdict, but that date was extended due to the volume of evidence. The initial leak had involved 11.5 million confidential documents, including financial and legal records. The documents take up 2.6 terabytes in computer storage (for context, one terabyte of data could be stored on about 1400 CD-ROMs or 220 DVDs). The 2010 Wikileaks data, for comparison, only included 1.7 gigabytes.

The judgment was issued at the end of June.

In 2022, both Mossack Fonseca founders– Ramón Fonseca Mora and Jürgen Mossack– were acquitted in a separate Panamanian money laundering case. Both repeatedly denied any involvement in illegal activities.

You can search the database, which includes more than 810,000 offshore companies, foundations, and trusts from the Pandora Papers, Paradise Papers, Bahamas Leaks, Panama Papers, and Offshore Leaks investigation here .

You may see names you recognize, but as the database website notes, "The inclusion of a person or entity in the ICIJ Offshore Leaks Database is not intended to suggest or imply that they have engaged in illegal or improper conduct."

As noted, Mossack Fonseca closed in 2018, and its website is currently parked.

Panama received a lot of negative press immediately after the publication of the papers. Panama had struggled with placement on the global Financial Action Task Force (FATF) for years, and this didn't help. In 2023, the country was finally removed from FATF's gray list. Additionally, in 2024, the Commission of the European Union announced the removal of Panama from the European Union's list of high-risk countries due to strategic deficiencies in the prevention of money laundering and terrorist financing. However, the country remains on the European Union's tax haven blacklist alongside American Samoa, Fiji, Trinidad and Tobago, Anguilla, Guam, Russia, the U.S. Virgin Islands, Antigua and Barbuda, Palau, Samoa, and Vanuatu.

(FromL) British actor Gary Oldman, US actress Meryl Streep, US director Steven Soderbergh and US journalist and author Jake Bernstein arrive for the screening of the film "The Laundromat" on September 1, 2019 presented in competition during the 76th Venice Film Festival at Venice Lido. (Photo by Vincenzo PINTO / AFP) (Photo credit should read VINCENZO PINTO/AFP via Getty Images)

In 2019, the star-packed film, The Laundromat , starring Meryl Streep, Gary Oldman, and Antonio Banderas hit theaters. The film, directed by Steven Soderbergh, was inspired by a book focused on the Panama Papers. Mossack and Fonseca sued Netflix to try and block the film's release, claiming defamation among other things—they were unsuccessful.

The ICIJ released a statement following the verdict.

"While the court did not hold these defendants accountable, the enduring impact of our investigation persists," Gerard Ryle, the ICIJ's executive director, said in a statement. By revealing hidden truths, as we did in the Panama Papers, we empower the public with the information they need to demand accountability and push for reforms."

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• The four main types of essay | Quick guide with examples

The Four Main Types of Essay | Quick Guide with Examples

Published on September 4, 2020 by Jack Caulfield . Revised on July 23, 2023.

An essay is a focused piece of writing designed to inform or persuade. There are many different types of essay, but they are often defined in four categories: argumentative, expository, narrative, and descriptive essays.

Argumentative and expository essays are focused on conveying information and making clear points, while narrative and descriptive essays are about exercising creativity and writing in an interesting way. At university level, argumentative essays are the most common type. 

In high school and college, you will also often have to write textual analysis essays, which test your skills in close reading and interpretation.

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Table of contents

Argumentative essays, expository essays, narrative essays, descriptive essays, textual analysis essays, other interesting articles, frequently asked questions about types of essays.

An argumentative essay presents an extended, evidence-based argument. It requires a strong thesis statement —a clearly defined stance on your topic. Your aim is to convince the reader of your thesis using evidence (such as quotations ) and analysis.

Argumentative essays test your ability to research and present your own position on a topic. This is the most common type of essay at college level—most papers you write will involve some kind of argumentation.

The essay is divided into an introduction, body, and conclusion:

• The introduction provides your topic and thesis statement
• The body presents your evidence and arguments
• The conclusion summarizes your argument and emphasizes its importance

The example below is a paragraph from the body of an argumentative essay about the effects of the internet on education. Mouse over it to learn more.

A common frustration for teachers is students’ use of Wikipedia as a source in their writing. Its prevalence among students is not exaggerated; a survey found that the vast majority of the students surveyed used Wikipedia (Head & Eisenberg, 2010). An article in The Guardian stresses a common objection to its use: “a reliance on Wikipedia can discourage students from engaging with genuine academic writing” (Coomer, 2013). Teachers are clearly not mistaken in viewing Wikipedia usage as ubiquitous among their students; but the claim that it discourages engagement with academic sources requires further investigation. This point is treated as self-evident by many teachers, but Wikipedia itself explicitly encourages students to look into other sources. Its articles often provide references to academic publications and include warning notes where citations are missing; the site’s own guidelines for research make clear that it should be used as a starting point, emphasizing that users should always “read the references and check whether they really do support what the article says” (“Wikipedia:Researching with Wikipedia,” 2020). Indeed, for many students, Wikipedia is their first encounter with the concepts of citation and referencing. The use of Wikipedia therefore has a positive side that merits deeper consideration than it often receives.

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An expository essay provides a clear, focused explanation of a topic. It doesn’t require an original argument, just a balanced and well-organized view of the topic.

Expository essays test your familiarity with a topic and your ability to organize and convey information. They are commonly assigned at high school or in exam questions at college level.

The introduction of an expository essay states your topic and provides some general background, the body presents the details, and the conclusion summarizes the information presented.

A typical body paragraph from an expository essay about the invention of the printing press is shown below. Mouse over it to learn more.

The invention of the printing press in 1440 changed this situation dramatically. Johannes Gutenberg, who had worked as a goldsmith, used his knowledge of metals in the design of the press. He made his type from an alloy of lead, tin, and antimony, whose durability allowed for the reliable production of high-quality books. This new technology allowed texts to be reproduced and disseminated on a much larger scale than was previously possible. The Gutenberg Bible appeared in the 1450s, and a large number of printing presses sprang up across the continent in the following decades. Gutenberg’s invention rapidly transformed cultural production in Europe; among other things, it would lead to the Protestant Reformation.

A narrative essay is one that tells a story. This is usually a story about a personal experience you had, but it may also be an imaginative exploration of something you have not experienced.

Narrative essays test your ability to build up a narrative in an engaging, well-structured way. They are much more personal and creative than other kinds of academic writing . Writing a personal statement for an application requires the same skills as a narrative essay.

A narrative essay isn’t strictly divided into introduction, body, and conclusion, but it should still begin by setting up the narrative and finish by expressing the point of the story—what you learned from your experience, or why it made an impression on you.

Mouse over the example below, a short narrative essay responding to the prompt “Write about an experience where you learned something about yourself,” to explore its structure.

Since elementary school, I have always favored subjects like science and math over the humanities. My instinct was always to think of these subjects as more solid and serious than classes like English. If there was no right answer, I thought, why bother? But recently I had an experience that taught me my academic interests are more flexible than I had thought: I took my first philosophy class.

Before I entered the classroom, I was skeptical. I waited outside with the other students and wondered what exactly philosophy would involve—I really had no idea. I imagined something pretty abstract: long, stilted conversations pondering the meaning of life. But what I got was something quite different.

A young man in jeans, Mr. Jones—“but you can call me Rob”—was far from the white-haired, buttoned-up old man I had half-expected. And rather than pulling us into pedantic arguments about obscure philosophical points, Rob engaged us on our level. To talk free will, we looked at our own choices. To talk ethics, we looked at dilemmas we had faced ourselves. By the end of class, I’d discovered that questions with no right answer can turn out to be the most interesting ones.

The experience has taught me to look at things a little more “philosophically”—and not just because it was a philosophy class! I learned that if I let go of my preconceptions, I can actually get a lot out of subjects I was previously dismissive of. The class taught me—in more ways than one—to look at things with an open mind.

A descriptive essay provides a detailed sensory description of something. Like narrative essays, they allow you to be more creative than most academic writing, but they are more tightly focused than narrative essays. You might describe a specific place or object, rather than telling a whole story.

Descriptive essays test your ability to use language creatively, making striking word choices to convey a memorable picture of what you’re describing.

A descriptive essay can be quite loosely structured, though it should usually begin by introducing the object of your description and end by drawing an overall picture of it. The important thing is to use careful word choices and figurative language to create an original description of your object.

Mouse over the example below, a response to the prompt “Describe a place you love to spend time in,” to learn more about descriptive essays.

On Sunday afternoons I like to spend my time in the garden behind my house. The garden is narrow but long, a corridor of green extending from the back of the house, and I sit on a lawn chair at the far end to read and relax. I am in my small peaceful paradise: the shade of the tree, the feel of the grass on my feet, the gentle activity of the fish in the pond beside me.

My cat crosses the garden nimbly and leaps onto the fence to survey it from above. From his perch he can watch over his little kingdom and keep an eye on the neighbours. He does this until the barking of next door’s dog scares him from his post and he bolts for the cat flap to govern from the safety of the kitchen.

With that, I am left alone with the fish, whose whole world is the pond by my feet. The fish explore the pond every day as if for the first time, prodding and inspecting every stone. I sometimes feel the same about sitting here in the garden; I know the place better than anyone, but whenever I return I still feel compelled to pay attention to all its details and novelties—a new bird perched in the tree, the growth of the grass, and the movement of the insects it shelters…

Sitting out in the garden, I feel serene. I feel at home. And yet I always feel there is more to discover. The bounds of my garden may be small, but there is a whole world contained within it, and it is one I will never get tired of inhabiting.

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Though every essay type tests your writing skills, some essays also test your ability to read carefully and critically. In a textual analysis essay, you don’t just present information on a topic, but closely analyze a text to explain how it achieves certain effects.

Rhetorical analysis

A rhetorical analysis looks at a persuasive text (e.g. a speech, an essay, a political cartoon) in terms of the rhetorical devices it uses, and evaluates their effectiveness.

The goal is not to state whether you agree with the author’s argument but to look at how they have constructed it.

The introduction of a rhetorical analysis presents the text, some background information, and your thesis statement; the body comprises the analysis itself; and the conclusion wraps up your analysis of the text, emphasizing its relevance to broader concerns.

The example below is from a rhetorical analysis of Martin Luther King Jr.’s “I Have a Dream” speech . Mouse over it to learn more.

King’s speech is infused with prophetic language throughout. Even before the famous “dream” part of the speech, King’s language consistently strikes a prophetic tone. He refers to the Lincoln Memorial as a “hallowed spot” and speaks of rising “from the dark and desolate valley of segregation” to “make justice a reality for all of God’s children.” The assumption of this prophetic voice constitutes the text’s strongest ethical appeal; after linking himself with political figures like Lincoln and the Founding Fathers, King’s ethos adopts a distinctly religious tone, recalling Biblical prophets and preachers of change from across history. This adds significant force to his words; standing before an audience of hundreds of thousands, he states not just what the future should be, but what it will be: “The whirlwinds of revolt will continue to shake the foundations of our nation until the bright day of justice emerges.” This warning is almost apocalyptic in tone, though it concludes with the positive image of the “bright day of justice.” The power of King’s rhetoric thus stems not only from the pathos of his vision of a brighter future, but from the ethos of the prophetic voice he adopts in expressing this vision.

Literary analysis

A literary analysis essay presents a close reading of a work of literature—e.g. a poem or novel—to explore the choices made by the author and how they help to convey the text’s theme. It is not simply a book report or a review, but an in-depth interpretation of the text.

Literary analysis looks at things like setting, characters, themes, and figurative language. The goal is to closely analyze what the author conveys and how.

The introduction of a literary analysis essay presents the text and background, and provides your thesis statement; the body consists of close readings of the text with quotations and analysis in support of your argument; and the conclusion emphasizes what your approach tells us about the text.

Mouse over the example below, the introduction to a literary analysis essay on Frankenstein , to learn more.

Mary Shelley’s Frankenstein is often read as a crude cautionary tale about the dangers of scientific advancement unrestrained by ethical considerations. In this reading, protagonist Victor Frankenstein is a stable representation of the callous ambition of modern science throughout the novel. This essay, however, argues that far from providing a stable image of the character, Shelley uses shifting narrative perspectives to portray Frankenstein in an increasingly negative light as the novel goes on. While he initially appears to be a naive but sympathetic idealist, after the creature’s narrative Frankenstein begins to resemble—even in his own telling—the thoughtlessly cruel figure the creature represents him as. This essay begins by exploring the positive portrayal of Frankenstein in the first volume, then moves on to the creature’s perception of him, and finally discusses the third volume’s narrative shift toward viewing Frankenstein as the creature views him.

If you want to know more about AI tools , college essays , or fallacies make sure to check out some of our other articles with explanations and examples or go directly to our tools!

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At high school and in composition classes at university, you’ll often be told to write a specific type of essay , but you might also just be given prompts.

Look for keywords in these prompts that suggest a certain approach: The word “explain” suggests you should write an expository essay , while the word “describe” implies a descriptive essay . An argumentative essay might be prompted with the word “assess” or “argue.”

The vast majority of essays written at university are some sort of argumentative essay . Almost all academic writing involves building up an argument, though other types of essay might be assigned in composition classes.

Essays can present arguments about all kinds of different topics. For example:

• In a literary analysis essay, you might make an argument for a specific interpretation of a text
• In a history essay, you might present an argument for the importance of a particular event
• In a politics essay, you might argue for the validity of a certain political theory

An argumentative essay tends to be a longer essay involving independent research, and aims to make an original argument about a topic. Its thesis statement makes a contentious claim that must be supported in an objective, evidence-based way.

An expository essay also aims to be objective, but it doesn’t have to make an original argument. Rather, it aims to explain something (e.g., a process or idea) in a clear, concise way. Expository essays are often shorter assignments and rely less on research.

The key difference is that a narrative essay is designed to tell a complete story, while a descriptive essay is meant to convey an intense description of a particular place, object, or concept.

Narrative and descriptive essays both allow you to write more personally and creatively than other kinds of essays , and similar writing skills can apply to both.

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School life as an ecological background for principled citizenship

• Fernandes, Edgar
• João Rebola, Maria

The European Commission, in its guidelines for Learning for the green transition and sustainable development, encourages Member States to integrate sustainability across educational institutions and operations. Since 2022, Member States are urged to establish supportive learning environments that foster hands-on, interdisciplinary teaching and are relevant to local contexts. The Commission emphasizes active involvement of students, staff, local authorities, youth organizations, and the research and innovation community in promoting sustainability in education. This initiative aims to instill a comprehensive understanding of sustainability, aligning educational practices with the broader goals of environmental consciousness and climate action.The Shire and the Real Food Garden: a students-based Eco-Team effortCLIP's Eco-Team, comprising students and teachers, transformed an adjacent land into The Shire, focusing on planting endemic species strategically chosen with geospatial digital tools and expert databases, and the Real Food Garden, an organic vegetable garden. This initiative, involving students from Pre-K to Upper School, aimed at maximizing ecosystem services, enhancing climate change remediation strategies, and ensuring food security based on local produces. Regular curricular and extracurricular outdoor activities promoted physical sensory learning, fostering a more empirical and long-lasting understanding on how the environment works, and how they can be a part of its conservation and management. The students have been responsible for planning and managing these spaces and delivering the produce to the school bar and canteen, this way promoting ownership and emotional connection to their natural surroundings.CLIP student: an environmentally conscient citizenThroughout their academic path, students develop conceptual knowledge on their environment, entangling interdependence between its elements, and how human societies impact over it. However, in CLIP, year 9 students engage in the Ecothon, where they are invited to spend a whole school day researching about ecological issues related to areas like Resources Management, Sustainable Mobility and Waste Management, choose one to focus on, come up with an innovative solution, and pitch it to a jury. The winners bring their projects to national and international contests.This inspires students to pursue subjects like Environmental Management, that demand not only for a theorical understanding of ecosystems processes and the dynamic interconnection and interdependence between biotic and abiotic factors, but a more experimental approach to learning about ecological management issues, with consequent elaboration of an investigative report. This Coursework results from fieldwork activities in natural environments in the region the school is located in. Samples are collected, and qualitative and quantitative data gathered and analysed through the application of in loco and lab techniques.With the work done within these subjects and initiatives, CLIP students grow their ecological awareness while working on skills like organization of information, definition of coherent methodologies, analysis of results, taking conclusions over initial hypothesis and evaluating the work done, as well as improving their presentation and communication abilities. They are not afraid to feel challenged, they assume themselves as life-long learners, they think globally while acting locally, developing as principled and active citizens.

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