Research Workflow part 2: Why Researchers Get Lost Before the Question Is Clear

Why unclear research questions distort reading—and how to fix the workflow

Most research projects do not fail at the stage of analysis. They fail much earlier—before the research question is truly formed.

When researchers feel stuck, the instinctive response is often the same: read more papers, collect more PDFs, highlight more text.

Paradoxically, this is usually what deepens the confusion.


Research rarely fails at analysis—it fails at orientation

In early-stage research, the problem is rarely a lack of information. It is a lack of orientation. I had the same problem, begin my projects surrounded by materials: folders full of downloaded PDFs, reference managers packed with citations, dozens of highlighted passages already forgotten.

Yet when asked a simple question, “What exactly are you investigating?”, the answer is often hesitant.

This is not a personal failure. It is a workflow failure.

Research is commonly taught as a linear process:

question → design → data → analysis → writing

But in practice, many workflows silently invert the first steps:

reading → collecting → highlighting → hoping a question emerges

When reading comes before a usable question, confusion is almost inevitable.


The illusion of progress: collecting papers without a question

Downloading papers feels productive.
Highlighting passages feels scholarly.
Organizing references feels like preparation.

But without a guiding question, these activities create the illusion of progress, not progress itself.

In this state:

  • every paper feels potentially relevant
  • nothing feels clearly essential
  • no paper answers the question: “Why am I reading this?”

Reading becomes accumulation rather than inquiry. A literature review, however, is not a warehouse of sources. It is a structured argument about what is known, what is uncertain, and what is worth asking next.

Without a preliminary question—however imperfect—reading cannot serve that purpose.


Example: how accumulation masquerades as progress

During my thesis work, I spent nearly three months reading papers on “factors affecting surgical outcomes.” My reference manager grew to more than 200 papers.

My notes looked organized:

  • “Nutritional status matters” (Paper A)
  • “Age is a factor” (Paper B)
  • “Comorbidities are important” (Paper C)
  • “Surgical technique influences recovery” (Paper D)

I felt prepared.

Then my supervisor asked: “What specific relationship are you investigating?”

I froze. I could not answer because I was collecting facts, not building an argument. I had read widely, but not purposefully.

The problem became clear when I realized I could not answer basic questions about my own project:

  • Which factors matter most—and for which outcomes?
  • In which patient population?
  • By what proposed mechanism?
  • What gap am I actually addressing?

I was documenting what others had found without knowing what I was looking for.


How unclear questions distort the way we read

When the research question is vague, reading behavior changes in predictable ways.

1. Everything seems relevant

Without boundaries, researchers feel compelled to read endlessly. Papers from adjacent fields, different populations, or loosely related outcomes all feel necessary.

The result: exhaustion without focus.

2. Highlighting replaces thinking

Marking text becomes a substitute for interpretation. Notes accumulate, but synthesis does not. Insights remain isolated, waiting for clarity that never arrives.

3. Papers never “talk” to each other

Each paper is read in isolation, rather than as part of a conceptual conversation. Disagreements between studies go unnoticed because nothing frames the comparison.

Reading without a question turns literature into noise.


Reading is not for knowing more—it is for refining questions

A crucial mindset shift is required:

Reading is not primarily for acquiring knowledge.
It is for sharpening questions.

In effective research workflows, reading serves to:

  • narrow overly broad questions
  • eliminate weak assumptions
  • expose meaningful gaps
  • clarify what cannot be answered with available evidence

Questions do not need to be perfect before reading begins.
They only need to be good enough to guide attention.

A rough question gives reading direction.
Directed reading refines the question.
The refined question reshapes further reading.

This iterative loop—not linear accumulation—is where real progress occurs.


The breakthrough: constraint creates clarity

The shift occurred when I stopped trying to read comprehensively and started reading with constraint.

From:

“What factors affect surgical outcomes?”

To:

“Does preoperative nutritional status predict postoperative infection rates in pediatric surgery patients under five years old?”

The change was immediate.

Most of the papers I had collected became irrelevant. But the few that remained could be read with far greater depth.

Each paper now had a clear purpose:

  • Does it define nutritional status the same way?
  • Does it study the same patient population?
  • Does it examine the same outcome?
  • What confounders does it control for?

I was no longer collecting. I was investigating.


Where AI fits: supporting orientation, not replacing judgment

AI can be useful at this stage—but only if used correctly.

AI should not be used to:

  • generate final research questions
  • summarize papers indiscriminately
  • replace close reading

Its value lies in orientation and constraint-setting.

Example 1: identifying conceptual patterns

“Here are abstracts from five papers on nutritional status and surgical infections.
What are the main ways these studies define nutritional status, and where do they differ methodologically?”

This revealed that studies were addressing the same question using fundamentally different definitions—an insight that reshaped subsequent reading.

Example 2: challenging assumptions

“Based on these papers, what assumptions am I making about causality and data availability?”

This exposed hidden assumptions that required refinement of the research question.

AI functioned as a thinking partner, not a shortcut.


What “structured reading” actually means

Structured reading does not begin with tools.
It begins with a question applied intentionally to every paper.

A minimal guiding prompt is:

“How does this paper help refine my research question?”

Not “What does it say?”
But “How does it constrain or reshape what I am asking?”

When reading is guided this way, papers stop being isolated documents. They become components of an evolving conceptual map.


A practical starting point if you are currently stuck

If you are surrounded by PDFs but lack direction:

Step 1: Write your vague question.
“Something about [topic] and [outcome] in [population].”

Step 2: Choose three papers.
Not thirty. Three.

Step 3: For each paper, answer one question:
How does this paper help make my question more specific?

Step 4: Rewrite the question.
Aim for clarity, not perfection.

Repeat this cycle.

Progress emerges not from reading more, but from reading with intent.


Till now, we could imagine the flow more clearly. Next section, how could we decide a question and step in writing?