Manuel B. Garcia

Manuel B. Garcia serves as the Senior Director for Educational Technology and Digital Learning at FEU Institute of Technology, Manila, Philippines. Read More

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Do You Need an Amendment to Add or Remove a Research Site?

Adding or removing a research site can change where research occurs, who conducts it, which participants are recruited, and which institutions have oversight responsibilities. Determine what role the location actually plays before treating a site change as administrative.

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01 · The Question

Can You Add Another Research Site After Your Study Has Been Approved?

Your study is already approved, but another university, hospital, clinic, school, community organization, or research center offers access to participants. The protocol and research questions would remain the same. Can you simply begin conducting the study there?

Usually, the answer depends on much more than the street address. A new site may bring new investigators, participant populations, recruitment arrangements, facilities, data-access practices, institutional responsibilities, local requirements, or additional ethics oversight.

Removing a site can also matter, particularly when the change affects recruitment, sample size, participant follow-up, data custody, or the scientific design. The practical question is therefore what role the site plays in the approved research and what the applicable ethics and institutional arrangements require when that role changes.

02 · The Short Answer

Adding or Removing a Research Site May Require an Amendment

In Brief

If you want to add or remove a location or institution that is identified in the approved study or that will participate materially in recruitment, consent, interventions, data collection, participant follow-up, or other research activities, you may need an ethics amendment and additional site-specific approvals before making the change.

Not every physical location is necessarily a research site for ethics purposes, and requirements for multisite research vary substantially among institutions and jurisdictions. Determine what activities will occur there and which organization has responsibility for them rather than deciding from the location alone.

03 · What You Need to Know

A New Location Can Change More Than Where the Research Happens

First Determine Whether You Are Actually Adding a Research Site

The word “site” can be deceptively simple. Researchers may use it to describe almost any place connected with a project, but the ethics and regulatory significance of a location depends on what happens there.

Consider the difference between placing an approved recruitment poster on a community noticeboard and establishing a second location where local staff identify participants, obtain consent, conduct interviews, collect specimens, deliver an intervention, or access identifiable research data. Both involve another location, but their institutional and ethics implications can be quite different.

There is no single universal definition that resolves every case across all research systems. When the distinction matters, describe exactly what the new organization and its personnel will do and obtain a determination under the rules governing your study.

Adding a Site Can Introduce New Institutional Responsibilities

A second site may mean that another institution becomes involved in conducting the research. Depending on the jurisdiction and applicable framework, that institution may require its own authorization, rely on another ethics committee or IRB through an appropriate arrangement, or participate under another multisite review mechanism.

For U.S. cooperative research subject to the Common Rule, specific requirements govern reliance on a single IRB for certain cooperative studies, while exceptions and implementation details apply. OHRP guidance also expressly addresses circumstances in which new institutions are added as sites to ongoing cooperative research. These rules are specific to the U.S. framework and should not be treated as a global model.

A New Site May Change the Participant Population

Suppose a study was approved at a large urban hospital and a rural hospital is later added. The eligibility criteria may remain identical, yet the population available at the new site could differ in age, language, socioeconomic circumstances, access to care, or other characteristics relevant to recruitment, consent, risk, and interpretation.

That does not make the new site inappropriate. It means that “same protocol” does not automatically imply “same ethical context.”

If the site addition also requires new eligibility criteria, translated materials, different recruitment procedures, or different consent arrangements, those are additional protocol changes that should be identified explicitly rather than hidden under the label “add one site.”

Local Context Can Matter

Ethics review is not concerned only with the abstract protocol. Local laws, institutional policies, cultural or linguistic considerations, available resources, privacy practices, participant relationships, and the capacity to manage research-related problems can affect how a protocol operates at a particular location.

This is particularly relevant when research expands across institutions, regions, or countries. A consent procedure suitable in one setting may need adaptation elsewhere. Data-transfer rules may differ. Required institutional permissions may also extend beyond ethics approval.

Adding a Site Can Change Who Has Access to Identifiable Data

A new site may introduce investigators, coordinators, recruiters, clinicians, interviewers, data managers, or other personnel who were not part of the original study. Their access to participant information should be considered.

If data will move between institutions, the study may also need to address secure transfer, storage, confidentiality, data-use arrangements, or institutional agreements. An amendment describing a new site should therefore explain the operational reality rather than merely adding another institution's name to the protocol.

Adding a Site Can Also Change Recruitment

If the new location will identify or recruit participants, consider whether recruitment methods change as well. A hospital may recruit through clinicians, a university through student mailing lists, and a workplace through managers or internal communications. These approaches can create different privacy and voluntariness considerations.

Where the site addition introduces a new way of approaching prospective participants, assess the change to the recruitment method separately rather than assuming that approval of a new location automatically settles every recruitment issue.

Clinical Investigations Can Have Additional Regulatory Requirements

Regulated clinical investigations may have requirements beyond ordinary institutional ethics procedures. For example, FDA guidance for investigational device studies states that increasing the number of investigational sites can require submission and approval of an IDE supplement because expansion may affect the rights, safety, or welfare of subjects. FDA also maintains procedures concerning investigational facilities and IRB approval. These provisions apply to the relevant U.S. device-research framework rather than to human-subjects research generally.

Other regulated studies, sponsors, funders, and jurisdictions may impose different site-activation requirements. Ethics approval should therefore not be assumed to be the only authorization needed before a new site begins research activities.

Removing a Site Is Not Necessarily Just Administrative Housekeeping

Removing a site may appear simpler because research activity is decreasing rather than expanding. Sometimes it may indeed be straightforward. In other cases, removing a site can alter the study substantially.

Consider a two-site comparative study in which one site is withdrawn. The change may affect the research question, sampling strategy, statistical analysis, recruitment target, representativeness, or scientific validity. If participants are already enrolled at the departing site, researchers must also determine how their ongoing participation, follow-up, data, specimens, and records will be handled.

A site closure should therefore answer both an administrative question and a research question: what happens to the institution, and what happens to the study because the institution is no longer participating?

Site Changes Can Trigger Several Amendments at Once

A common mistake is to submit “add Site B” while overlooking everything else that Site B changes. The new site may require revised recruitment materials, additional investigators, translated consent documents, a different enrollment allocation, new data-transfer arrangements, or a larger total sample.

If enrollment will increase as a result, determine whether the approved sample size also needs to change. If participant-facing instruments need adaptation, assess those changes independently as well.

Watch Out

Do not begin research activities at a new institution merely because your original ethics approval remains active. Determine whether the new location is covered by that approval and whether ethics, institutional, regulatory, contractual, or site-specific authorization is required before activation.

04 · A Practical Example

When a Second University Joins an Approved Study

Hypothetical Example

An interview study expands to another university

A researcher has approval to interview faculty members at University A about their use of generative AI. Recruitment is slower than expected. A colleague at University B offers to recruit faculty there, conduct several interviews, and send the recordings and transcripts to the principal investigator.

Identify the new activities University B would not merely display an advertisement. Its personnel would recruit participants and conduct research interviews.
Check institutional involvement The researcher determines what ethics and institutional arrangements apply to University B and its personnel.
Check related protocol changes The researcher assesses recruitment procedures, consent materials, interviewer responsibilities, data transfer, confidentiality, and any effect on sample size.
Submit the required modification The site and related changes are submitted through the applicable process.
Activate the site Research activities at University B begin only after the required ethics and institutional authorizations are in place.

Calling University B “just another place to recruit” would obscure what is actually happening. Once its personnel begin conducting research activities, the ethical and institutional picture may be materially different.

05 · What Researchers Often Get Wrong

Common Mistakes When Adding or Removing Research Sites

Misconception

“The Protocol Is Identical, So the New Site Is Automatically Covered”

The scientific protocol may be unchanged while institutional responsibilities, personnel, recruitment, participant populations, data access, or local requirements change. Site authorization therefore cannot be inferred solely from protocol similarity.

Misconception

“Every Place Where Recruitment Occurs Is a Full Research Site”

Not necessarily. A location that merely displays an approved public advertisement may be treated differently from an institution whose personnel recruit, consent, intervene, collect data, or access identifiable information. The applicable framework determines the distinction.

Misconception

“My Ethics Approval Automatically Covers Another Institution”

It may not. Multisite research can require additional institutional authorization, reliance arrangements, local ethics processes, or other approvals depending on the jurisdiction and research framework.

Misconception

“Removing a Site Cannot Create an Ethics Issue”

Site removal can affect enrolled participants, follow-up, data custody, sample size, study design, or scientific validity. Its consequences should be assessed rather than assumed to be harmless because fewer institutions remain.

Misconception

“Once the Amendment Is Approved, the Site Can Immediately Start”

Not always. Ethics approval may be only one requirement for site activation. Institutional permission, contracts, data agreements, regulatory approvals, training, or other site-specific conditions may still need to be satisfied.

06 · What This Means for You

Define What the New Site Will Actually Do Before Requesting Approval

A useful site amendment does more than add or delete an institution's name. Describe the activities that will occur there, the people who will conduct them, the participants who will be recruited, the data that will be accessed or transferred, and the effect on the overall design.

A simple decision framework

If another location will only display or distribute approved public recruitment material
Determine whether this constitutes a new research site or merely a recruitment change under the applicable institutional policy.
If personnel at the new institution will recruit, consent, intervene, collect data, follow participants, or access identifiable research information
Treat the proposal as potentially adding an institution materially involved in the research and determine the required ethics and institutional arrangements.
If the new site changes recruitment, sample size, consent materials, personnel, or data handling
Include and justify those associated modifications rather than submitting the location change in isolation.
If a site will be removed
Explain what will happen to enrolled participants, follow-up, records, data, specimens, recruitment, and the scientific design.
If you are unsure whether the location counts as a research site
Ask the responsible ethics or research office to determine the site's status before research activities begin there.

When the proposed change genuinely alters the approved research, follow the applicable process for amending an approved study rather than treating site expansion as a logistical decision made outside the protocol.

07 · A Quick Checklist

Before Adding or Removing a Research Site

Before changing sites, check:
What research activities will actually occur at the new or departing location?
Will local personnel recruit, consent, intervene, collect data, follow participants, or access identifiable information?
Does the site change require an amendment under the responsible ethics committee's procedures?
Does the new institution require its own authorization, reliance arrangement, or other ethics process?
Will recruitment methods, eligibility, consent materials, language, or participant protections change?
Will sample size or allocation across sites change?
Are data-transfer, confidentiality, training, contractual, or regulatory arrangements required?
If removing a site, is there a documented plan for participants, follow-up, data, specimens, and records already associated with it?
08 · Frequently Asked Questions

Frequently Asked Questions About Changing Research Sites

Does recruiting participants at another institution automatically make it a research site?

Not necessarily. The answer depends on what the institution and its personnel actually do and on the applicable ethics framework. Passive distribution of an approved public advertisement may be treated differently from identifying participants, obtaining consent, collecting research data, or accessing identifiable information.

Can I add a site without changing the protocol?

The substantive research procedures might remain identical, but adding the site can itself be a protocol or institutional change requiring review. It may also introduce new personnel, recruitment procedures, data flows, or local requirements.

Does the new site need separate ethics approval?

Possibly, but not universally. Multisite review arrangements vary by jurisdiction and institution. Some research uses separate local review, while other systems permit or require reliance on a reviewing ethics committee or single IRB under specified conditions.

Can I begin recruiting while the site amendment is being reviewed?

Not if that recruitment activity is part of the proposed change and prospective approval is required. Under U.S. HHS requirements, investigators generally must receive IRB approval before implementing modifications to approved research, except for changes necessary to eliminate apparent immediate hazards.

Do I need an amendment to remove a site that never enrolled anyone?

The required process depends on the approved protocol and institutional policy. Even if no participants were enrolled, the site may appear in approved documents or institutional records and may need to be formally removed or closed.

What if a site closes unexpectedly while participants are still enrolled?

Participant welfare and continuity should be addressed promptly. Determine how follow-up, study procedures, data, records, specimens, and participant communication will be managed, and contact the responsible ethics and institutional offices for the required reporting or modification process.

09 · The Bottom Line

A Site Change Is About Research Responsibilities, Not Just Geography

The Bottom Line

Adding or removing a research site may require an ethics amendment when it changes where approved research occurs, which institutions or personnel conduct it, how participants are recruited or protected, or how research data and responsibilities are managed.

Define what the location actually does before deciding how the change should be classified. A new address may be trivial in one study and a substantial expansion of the research in another, so site-specific and institutional requirements should be verified before the change is implemented.

10 · Sources and Further Reading

Authoritative Sources on Site Changes and Approved Research

11 · Cite this Guide

How to Cite This Guide

This guide is intended to be read, shared, and used in research, teaching, and academic work. If you draw on its ideas, explanations, or other content, please acknowledge the source by citing the guide. Doing so gives appropriate credit and helps your readers locate the original resource.

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