STEP 5 / 14

方法寫作 (可重現)

方法的標準是「另一個合格的研究者能依此重做你的研究」。EQUATOR checklists 與 code/data availability 是最低門檻。

The standard for Methods is "another qualified researcher can redo your study from this." EQUATOR checklists and code/data availability are the minimum bar.

為什麼方法寫作決定了論文壽命

Introduction 與 Discussion 會因為時代改變而過時,但方法是論文唯一不會被時間打折的部分——只要寫得夠詳細,10 年後仍能被引用、被重做、被擴充。

2026 年的標準是:(1) 對應的 EQUATOR reporting checklist 必須 cited 在文末;(2) 軟體/套件版本必須明確;(3) Code 與 Data 必須有 availability statement,無論是公開還是 reasonable request。

Introductions and Discussions age. Methods are the only timeless part of a paper — written well, they can be cited, replicated, and extended a decade later.

The 2026 standard: (1) the relevant EQUATOR reporting checklist must be cited; (2) software / package versions must be explicit; (3) code & data must have an availability statement — whether deposited publicly or "available upon reasonable request."

💡
核心檢驗:把 Methods 拿給一位剛入行的同領域研究者讀。他能不能在 1 個月內、不問你任何問題、把你的實驗 / 分析重做一次?答不出「可以」就還沒寫完。 Acid test: hand the Methods to a junior researcher in your field. Can they redo your experiment / analysis within 1 month without asking you anything? If not, it's incomplete.

一、依研究類型挑選 checklist

EQUATOR Network 維護著 500+ 種報告指引,目的是讓不同研究類型有對應的「最低資訊清單」。投稿前先抓 checklist 並逐項核對,比起寫完再回頭補要省時很多。

The EQUATOR Network maintains 500+ reporting guidelines — a minimum-information checklist per study type. Download the checklist before writing, not after.

Checklist適用研究重點項目
CONSORT 2025 隨機對照試驗 (RCT)Randomized controlled trials 隨機分派、盲化、CONSORT flow diagramRandomization, blinding, flow diagram
STROBE 觀察性研究 (cohort / case-control / cross-sectional)Observational studies (cohort / case-control / cross-sectional) study setting、sampling、bias control、confoundersSetting, sampling, bias control, confounders
PRISMA 2020 系統性回顧、meta-analysisSystematic reviews, meta-analyses PROSPERO 註冊、搜尋策略、PRISMA flow diagramPROSPERO registration, search strategy, flow diagram
ARRIVE 2.0 動物實驗Animal studies 3R、IACUC、樣本量計算、隨機化、blinding3Rs, IACUC, sample size, randomization, blinding
SPIRIT 臨床試驗 protocolClinical trial protocols trial design、endpoint hierarchy、stopping rulesTrial design, endpoint hierarchy, stopping rules
STARD 診斷準確度研究Diagnostic accuracy 參考標準、樣本選擇、cut-off 設定Reference standard, sample selection, cut-off determination
TRIPOD-AI 機器學習預測模型ML prediction models 資料來源、特徵工程、外部驗證、calibrationData sources, features, external validation, calibration
CARE 病例報告Case reports 時間軸、患者觀點、informed consentTimeline, patient perspective, informed consent

二、Methods 的 6 個子段

Study design & setting

研究設計(cohort / RCT / cross-sectional)、時間(recruitment dates)、地點(醫院、實驗室)、是否多中心。第一句就要清楚交代,避免讀者腦補。

Design (cohort / RCT / cross-sectional), period (recruitment dates), site (hospital, lab), single- or multi-center. Make the first sentence unambiguous.

Participants / samples

Inclusion / exclusion criteria 必須完整列出。臨床研究:年齡、性別、診斷準則。生資/Omics:物種、組織、批次資訊、樣本來源(GEO accession、collaborator)。

Inclusion / exclusion criteria — fully spelled out. Clinical: age, sex, diagnostic criteria. Bioinformatics/omics: species, tissue, batch info, accession (GEO/SRA) or collaborator source.

Variables / measurements

每個變項:定義、單位、量測工具、測量者、reliability。Primary outcome 與 secondary outcomes 分開列。

Per variable: definition, unit, instrument, measurer, reliability. List primary outcome and secondary outcomes separately.

Sample size & power

α、β、effect size、預期 dropout、最後算出 n。引用所用軟體(G*Power、PASS、R pwr)。RCT 與 ML 模型尤其必要。

α, β, effect size, expected dropout, final n. Cite software (G*Power, PASS, R pwr). Mandatory for RCTs and ML models.

Statistical / computational analysis

所用統計檢定 + 假設檢驗條件、效應量、CI、缺失值處理、敏感度分析。生資:完整 pipeline、所有套件版本、隨機種子。

Statistical tests + assumptions, effect sizes, CIs, missing-data handling, sensitivity analyses. Bioinformatics: full pipeline, all package versions, random seeds.

Ethics, code & data availability

IRB/IACUC 編號、informed consent、利益衝突;data deposit (GEO / Zenodo / Figshare) + DOI;code repository (GitHub) + commit hash + license。

IRB/IACUC number, informed consent, COI; data deposit (GEO / Zenodo / Figshare) + DOI; code repo (GitHub) + commit hash + license.

三、生資/Omics 方法寫作對照

無法重現

「我們使用 Seurat 分析 scRNA-seq 數據,過濾低品質細胞並進行 clustering 與 differential expression。」

"We analyzed scRNA-seq data with Seurat, filtered low-quality cells, then clustered and ran differential expression."

可重現版

「Cellranger v8.0 (refdata-gex-GRCh38-2024) 處理原始 fastq 後,以 Seurat v5.1.0 (R 4.4.1) 過濾 nFeature_RNA 200–6000 且 percent.mt < 15% 的細胞 (n=18 432)。SCTransform v2 標準化後取前 30 個 PCs,以 Louvain (resolution=0.6) 聚類,UMAP n.neighbors=30, min.dist=0.3。差異表達採 Wilcoxon (FindMarkers, only.pos=TRUE, logfc.threshold=0.25),BH 校正,FDR<0.05。完整程式:github.com/charlene/tnbc-scrna (commit a3f9c12),原始矩陣 GEO: GSE298765。」

"Raw fastq processed with Cellranger v8.0 (refdata-gex-GRCh38-2024). Seurat v5.1.0 (R 4.4.1) filtered cells with nFeature_RNA 200–6000 and percent.mt < 15% (n=18,432). SCTransform v2 normalization, top 30 PCs, Louvain clustering (resolution=0.6), UMAP (n.neighbors=30, min.dist=0.3). Differential expression: Wilcoxon (FindMarkers, only.pos=TRUE, logfc.threshold=0.25), BH-adjusted FDR<0.05. Full code: github.com/charlene/tnbc-scrna (commit a3f9c12); raw matrices GEO: GSE298765."

四、可重現範本

# Statistical analysis paragraph template
Continuous variables are presented as [mean (SD)] if normally distributed
or [median (IQR)] otherwise; categorical variables as n (%).

Between-group comparisons used [Student's t-test / Mann-Whitney U]
for continuous and [chi-squared / Fisher's exact] for categorical
variables. Multivariable adjustment used [logistic / Cox] regression
adjusting for [a priori confounders: age, sex, ...].

Two-sided p < 0.05 was considered significant. Multiple-testing was
controlled with [Benjamini-Hochberg FDR / Bonferroni]. All analyses
used [R 4.4.1 / Python 3.12] with package versions in Supplementary Table S1.
# Data Availability Statement
Raw sequencing data have been deposited in [GEO under accession GSEXXXXXX]
and are publicly available as of the date of publication.

Processed Seurat objects, intermediate matrices, and figure source data are
available at Zenodo (DOI: 10.5281/zenodo.XXXXXXX).

De-identified clinical data supporting the findings of this study are available
from the corresponding author upon reasonable request, subject to [IRB approval].
# Code Availability Statement
All analysis code is available at github.com/yourgroup/projectname
(commit hash: abc1234) under MIT license.

A frozen Zenodo snapshot of the repository at time of publication is archived at
DOI: 10.5281/zenodo.XXXXXXX.

The pipeline is containerised (Docker image: ghcr.io/yourgroup/proj:v1.0.0)
and managed by Snakemake v8.20. A workflow diagram is in Supplementary Figure S1.
# Ethics & Consent Statement
This study was approved by the [Institutional Review Board of XXX Hospital]
(approval no. XXX-2025-001) and conducted in accordance with the
Declaration of Helsinki (2024 revision). Written informed consent was obtained
from all participants prior to enrollment.

Animal experiments were approved by the IACUC of [Institution]
(protocol no. XXX-A-2025-007) and reported per the ARRIVE 2.0 guidelines.
⚠️
常見錯誤:
① 寫「Seurat 進行分析」但沒寫版本——5 年內 Seurat 已從 v3 改到 v5,演算法差很大。
② 「significant at p<0.05」但沒交代 multiple testing 校正。
③ "data available upon request" 但作者離職、實驗室解散後就拿不到——deposit 才是負責任做法。
Common mistakes:
① "We used Seurat" without version — Seurat v3→v5 algorithms differ substantially.
② "Significant at p<0.05" without mentioning multiple-testing correction.
③ "Available upon request" fails when authors move or labs close — depositing is the responsible approach.

五、寫 Methods 之前的 5 個問題

🌳 開始寫之前先問自己

Q1:
對應的 EQUATOR checklist 下載了嗎?→ 否 → 先到 equator-network.org 找你研究類型對應的 checklist。
Q2:
所有軟體/套件版本記下了嗎?→ 否 → R 跑 sessionInfo()、Python 跑 pip freeze,存成 supplementary。
Q3:
code/data 已經 deposit 了嗎?→ 否 → 至少先佔位 GitHub repo + Zenodo placeholder DOI。
Q4:
IRB / IACUC approval 編號齊全?→ 否 → 立刻向研究助理或 PI 確認。
Q5:
Methods 會超過 word limit?→ 是 → 把 detailed protocols 移到 supplementary,主文留 high-level 概覽。
Q1:
Downloaded the relevant EQUATOR checklist? → No → Visit equator-network.org and grab one for your study type.
Q2:
All software versions recorded? → No → Run sessionInfo() in R or pip freeze in Python; save as supplementary.
Q3:
Code/data deposited? → No → At minimum reserve a GitHub repo + Zenodo placeholder DOI.
Q4:
IRB / IACUC numbers complete? → No → Confirm with RA or PI immediately.
Q5:
Methods over word limit? → Yes → Move detailed protocols to supplementary; keep main text high-level.

📝 自我檢測

1. 你做的是觀察性 cohort 研究(追蹤 5 年發病率),最該對照哪個 EQUATOR checklist?

1. You ran an observational cohort study (5-year incidence). Which EQUATOR checklist applies?

A. CONSORTA. CONSORT
B. PRISMAB. PRISMA
C. STROBEC. STROBE
D. ARRIVED. ARRIVE

2. 關於 code/data availability,最負責任的作法是?

2. The most responsible approach to code/data availability is?

A. "available upon request" 即可A. "available upon request" is enough
B. 放在自己 lab 的私人伺服器B. Host on the lab's private server
C. 寄給有需要的同行C. Email to interested colleagues
D. 公開 deposit (GitHub + Zenodo DOI / GEO accession) 並在文中標明D. Public deposit (GitHub + Zenodo DOI / GEO accession) and cite in the paper

3. 寫 scRNA-seq 方法時,下列何項可以省略?

3. Which item is OK to omit from a scRNA-seq Methods section?

A. Seurat 的版本號 (v4 vs v5 演算法不同)A. Seurat version (v4 vs v5 algorithms differ)
B. 每張圖的顏色配色方案B. The color palette of each figure
C. UMAP 的 n.neighbors 與 min.distC. UMAP n.neighbors and min.dist
D. 多重檢定校正方法 (BH / Bonferroni)D. Multiple-testing correction method (BH / Bonferroni)