Organize Research Projects

Students, teachers, NGOs, journalists and anyone with an interest in creating or using open company data can organize a Research Project

Research Projects combine questions about Companies around Topics to gather data and build a picture of company performance.

They create greater access to public company data and support organizations working to improve corporate transparency while providing an educational tool for university students.

Anybody can organize a Project on WikiRate. We work with universities, students, NGOs, journalists, and anyone interested in creating and using open company sustainability Metrics and data.

Below is a walkthrough of the different components of a Research Project, and a step-by-step guide to help you set up your own.

Create Research Groups

Research groups bring WikiRate contributors together around a specific Topic, theme or area. 

Creating a Research Group will ensure that your contributions (and your team/student contributions to a research Project are recorded and tracked)

To create a new Research Group, go to Add Research Group and enter the following info: 

  • Group Name

  • Image (optional)

  • Topics tags

  • Description

  • Click Submit!

Once the new Research Group has been created, you can add yourself to the Project by clicking Join Group.

Add other users to the Group by clicking Manage Researcher List

Manage Research Group Image

Create Projects

Before setting up your Project, you need to decide which Metrics and companies you would like to include. 

Once you have chosen your set of companies and Metrics, go to create New Project and add:

  • A Project Name

  • An Image representing your institution or the Topic of the Project (optional). 

  • Status. Choose Active if you want the project to be findable via our search bar, or Inactive if you do not want this. Note: The Project will be accessed by anyone with a link to it. 

  • Parent Project: If your Project is part of a larger pre-existing WikiRate Project, you need to add a Parent Project. 

    • For example, for Projects researching a set of companies reporting undre the UK Modern Slavery Act, choose UK Modern Slavery Act Research Project as a parent Project.

  • A Project Organizer, which can be yourself and/or a University/School. In addition, if you have created a Research Group, add it as an organizer as well. 

  • One or more Topic areas that relate to your Project

  • A Description of the Project scope and aims

  • One or more reporting years that you want to cover. You can leave this blank, or choose a selection of years that you want to research

  • A list of Metrics. These can be searched by Topic, Project or keyword

  • A list of Companies. These can most easily be searched by keyword or Project

  • Once you have filled in the fields, click Submit to create your Project.

All of these elements are easily editable from the Project page if you want to make some changes later (pencil icon that appears by hovering over the list of companies). 

Create Metrics (Advanced)

Metrics ask the same question to multiple companies, measure company performance and facilitate comparison between companies. 

Simply, a Metric consists of a Question, it contains an About section explaining the question being asked, and a Methodology section describing how the answers are researched. 

If after exploring the different Metrics that are available on the WikiRate platform, you find that  there aren’t existing metrics capturing information that you consider relevant, you can create a New Metric.

When organizing a Research Project for a group of students or researchers, creating Standard Research Metrics is your best option since this type of Metric question asks information that must be researched directly by individuals.

All researched answers must cite a Source, and can be verified (checked) by other users. 

To create New Metric you have will be asked to input the following information: 

  • Designer. It is the organization, user, or Research Group credited with designing the Metric. You can add your user name or your organization/educational institution. 

  • Title. A short, descriptive Metric name. Example: Total number of employees. 

  • Question. A concise question that can be answered concretely for specific companies in specific years.

  • Metric Type. One of the researched or calculated types described above.

  • Topics. A list of related Topics to help users navigate thematically connected WikiRate content.

  • About. A short description of what this Metric is about, its relevance, why companies report on this, and how it is valuable.

  • Research Policy. Either Community Assessed (anyone can research answers) or Designer Assessed (only the designer can).

  • Methodology. Guidance and tips for determining answer values.

  • Report Type. The type of report in which answers to this Metric are found. (Eg. CSR, Conflict Minerals, etc.). This is used to identify relevant sources on the research page.

  • Value Type. The data type of answer values. One of the following:

    • Unit. Eg Metric tonnes.

    • Range. Eg. 0-100

    • Number. answers can contain only numerical values. Metrics with this type have these subfields:

    • Money. A number with a currency

    • Category. answer value is selected from options, eg Yes/No

    • Multi-category. more than one answer value can be selected from options.

Metrics whose value type is “category” or “multi-category” have an Options subfield: a list of possible answer values.

  • Free Text. for questions that require a qualitative response, or have a variety of possible responses (like Country or Region)

The WikiRate team is available to support new ideas, and new organizations who want to get involved in collaborative research. Our aim is to create a useful space for others to make an impact in improving corporate disclosure practices, and to amplify the research and advocacy of our partners.

To get the conversation started, get in touch with us at

Note: If after you have collected data you want to use it and input it into formulas within WikiRate, please refer to Analyze the Data, where you will learn about Calculated Metrics and how to create such metrics.