types of research questions in research methodology

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Types of Research Questions

Research questions can be categorized into different types, depending on the type of research to be undertaken.

Qualitative questions concern broad areas or more specific areas of research and focus on discovering, explaining and exploring.  Types of qualitative questions include:

• Exploratory Questions, which seeks to understand without influencing the results.  The objective is to learn more about a topic without bias or preconceived notions.
• Predictive Questions, which seek to understand the intent or future outcome around a topic.
• Interpretive Questions, which tries to understand people’s behavior in a natural setting.  The objective is to understand how a group makes sense of shared experiences with regards to various phenomena.

Quantitative questions prove or disprove a  researcher’s hypothesis and are constructed to express the relationship between variables  and whether this relationship is significant.  Types of quantitative questions include:

• Descriptive questions , which are the most basic type of quantitative research question and seeks to explain the when, where, why or how something occurred. 
• Comparative questions are helpful when studying groups with dependent variables where one variable is compared with another.
• Relationship-based questions try to answer whether or not one variable has an influence on another.  These types of question are generally used in experimental research questions.

References/Additional Resources

Lipowski, E. E. (2008). Developing great research questions . American Journal of Health-System Pharmacy, 65(17), 1667–1670.

Ratan, S. K., Anand, T., & Ratan, J. (2019). Formulation of Research Question - Stepwise Approach .  Journal of Indian Association of Pediatric Surgeons ,  24 (1), 15–20.

Fandino W.(2019). Formulating a good research question: Pearls and pitfalls . I ndian J Anaesth. 63(8) :611-616. 

Beck, L. L. (2023). The question: types of research questions and how to develop them . In Translational Surgery: Handbook for Designing and Conducting Clinical and Translational Research (pp. 111-120). Academic Press. 

Doody, O., & Bailey, M. E. (2016). Setting a research question, aim and objective. Nurse Researcher, 23(4), 19–23.

Plano Clark, V., & Badiee, M. (2010). Research questions in mixed methods research . In: SAGE Handbook of Mixed Methods in Social & Behavioral Research .  SAGE Publications, Inc.,

Agee, J. (2009). Developing qualitative research questions: A reflective process .  International journal of qualitative studies in education ,  22 (4), 431-447. 

Flemming, K., & Noyes, J. (2021). Qualitative Evidence Synthesis: Where Are We at? I nternational Journal of Qualitative Methods, 20.  

Research Question Frameworks

Research question frameworks have been designed to help structure research questions and clarify the main concepts. Not every question can fit perfectly into a framework, but using even just parts of a framework can help develop a well-defined research question. The framework to use depends on the type of question to be researched.   There are over 25 research question frameworks available.  The University of Maryland has a nice table listing out several of these research question frameworks, along with what the acronyms mean and what types of questions/disciplines that may be used for.

The process of developing a good research question involves taking your topic and breaking each aspect of it down into its component parts.

Booth, A., Noyes, J., Flemming, K., Moore, G., Tunçalp, Ö., & Shakibazadeh, E. (2019). Formulating questions to explore complex interventions within qualitative evidence synthesis.   BMJ global health ,  4 (Suppl 1), e001107. (See supplementary data#1)

The "Well-Built Clinical Question“: PICO(T)

One well-established framework that can be used both for refining questions and developing strategies is known as PICO(T). The PICO framework was designed primarily for questions that include interventions and comparisons, however other types of questions may also be able to follow its principles.  If the PICO(T) framework does not precisely fit your question, using its principles (see alternative component suggestions) can help you to think about what you want to explore even if you do not end up with a true PICO question.

A PICO(T) question has the following components:

• P : The patient’s disorder or disease or problem of interest / research object
• I: The intervention, exposure or finding under review / Application of a theory or method
• C: A comparison intervention or control (if applicable- not always present)/ Alternative theories or methods (or, in their absence, the null hypothesis)
• O : The outcome(s) (desired or of interest) / Knowledge generation
• T : (The time factor or period)

Keep in mind that solely using a tool will not enable you to design a good question. What is required is for you to think, carefully, about exactly what you want to study and precisely what you mean by each of the things that you think you want to study.

Rzany, & Bigby, M. (n.d.). Formulating Well-Built Clinical Questions. In Evidence-based dermatology / (pp. 27–30). Blackwell Pub/BMJ Books.  

Nishikawa-Pacher, A. (2022). Research questions with PICO: a universal mnemonic.   Publications ,  10 (3), 21.

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How To Write a Research Question

Academic writing and research require a distinct focus and direction. A well-designed research question gives purpose and clarity to your research. In addition, it helps your readers understand the issue you are trying to address and explore.

Every time you want to know more about a subject, you will pose a question. The same idea is used in research as well. You must pose a question in order to effectively address a research problem. That's why the research question is an integral part of the research process. Additionally, it offers the author writing and reading guidelines, be it qualitative research or quantitative research.

In your research paper , you must single out just one issue or problem. The specific issue or claim you wish to address should be included in your thesis statement in order to clarify your main argument.

A good research question must have the following characteristics.

• Should include only one problem in the research question
• Should be able to find the answer using primary data and secondary data sources
• Should be possible to resolve within the given time and other constraints
• Detailed and in-depth results should be achievable
• Should be relevant and realistic.
• It should relate to your chosen area of research

While a larger project, like a thesis, might have several research questions to address, each one should be directed at your main area of study. Of course, you can use different research designs and research methods (qualitative research or quantitative research) to address various research questions. However, they must all be pertinent to the study's objectives.

What is a Research Question?

A research question is an inquiry that the research attempts to answer. It is the heart of the systematic investigation. Research questions are the most important step in any research project. In essence, it initiates the research project and establishes the pace for the specific research A research question is:

• Clear : It provides enough detail that the audience understands its purpose without any additional explanation.
• Focused : It is so specific that it can be addressed within the time constraints of the writing task.
• Succinct: It is written in the shortest possible words.
• Complex : It is not possible to answer it with a "yes" or "no", but requires analysis and synthesis of ideas before somebody can create a solution.
• Argumental : Its potential answers are open for debate rather than accepted facts.

A good research question usually focuses on the research and determines the research design, methodology, and hypothesis. It guides all phases of inquiry, data collection, analysis, and reporting. You should gather valuable information by asking the right questions.

Why are Research Questions so important?

Regardless of whether it is a qualitative research or quantitative research project, research questions provide writers and their audience with a way to navigate the writing and research process. Writers can avoid "all-about" papers by asking straightforward and specific research questions that help them focus on their research and support a specific thesis.

Types of Research Questions

There are two types of research: Qualitative research and Quantitative research . There must be research questions for every type of research. Your research question will be based on the type of research you want to conduct and the type of data collection.

The first step in designing research involves identifying a gap and creating a focused research question.

Below is a list of common research questions that can be used in a dissertation. Keep in mind that these are merely illustrations of typical research questions used in dissertation projects. The real research questions themselves might be more difficult.

Example Research Questions

The following are a few examples of research questions and research problems to help you understand how research questions can be created for a particular research problem.

Steps to Write Research Questions

You can focus on the issue or research gaps you're attempting to solve by using the research questions as a direction.

If you're unsure how to go about writing a good research question, these are the steps to follow in the process:

• Select an interesting topic Always choose a topic that interests you. Because if your curiosity isn’t aroused by a subject, you’ll have a hard time conducting research around it. Alos, it’s better that you pick something that’s neither too narrow or too broad.
• Do preliminary research on the topic Search for relevant literature to gauge what problems have already been tackled by scholars. You can do that conveniently through repositories like Scispace , where you’ll find millions of papers in one place. Once you do find the papers you’re looking for, try our reading assistant, SciSpace Copilot to get simple explanations for the paper . You’ll be able to quickly understand the abstract, find the key takeaways, and the main arguments presented in the paper. This will give you a more contextual understanding of your subject and you’ll have an easier time identifying knowledge gaps in your discipline.

     Also: ChatPDF vs. SciSpace Copilot: Unveiling the best tool for your research

• Consider your audience It is essential to understand your audience to develop focused research questions for essays or dissertations. When narrowing down your topic, you can identify aspects that might interest your audience.
• Ask questions Asking questions will give you a deeper understanding of the topic. Evaluate your question through the What, Why, When, How, and other open-ended questions assessment.
• Assess your question Once you have created a research question, assess its effectiveness to determine if it is useful for the purpose. Refine and revise the dissertation research question multiple times.

Additionally, use this list of questions as a guide when formulating your research question.

Are you able to answer a specific research question? After identifying a gap in research, it would be helpful to formulate the research question. And this will allow the research to solve a part of the problem. Is your research question clear and centered on the main topic? It is important that your research question should be specific and related to your central goal. Are you tackling a difficult research question? It is not possible to answer the research question with a simple yes or no. The problem requires in-depth analysis. It is often started with "How" and "Why."

Start your research Once you have completed your dissertation research questions, it is time to review the literature on similar topics to discover different perspectives.

Strong  Research Question Samples

Uncertain: How should social networking sites work on the hatred that flows through their platform?

Certain: What should social media sites like Twitter or Facebook do to address the harm they are causing?

This unclear question does not specify the social networking sites that are being used or what harm they might be causing. In addition, this question assumes that the "harm" has been proven and/or accepted. This version is more specific and identifies the sites (Twitter, Facebook), the type and extent of harm (privacy concerns), and who might be suffering from that harm (users). Effective research questions should not be ambiguous or interpreted.

Unfocused: What are the effects of global warming on the environment?

Focused: What are the most important effects of glacial melting in Antarctica on penguins' lives?

This broad research question cannot be addressed in a book, let alone a college-level paper. Focused research targets a specific effect of global heating (glacial  melting), an area (Antarctica), or a specific animal (penguins). The writer must also decide which effect will have the greatest impact on the animals affected. If in doubt, narrow down your research question to the most specific possible.

Too Simple: What are the U.S. doctors doing to treat diabetes?

Appropriately complex: Which factors, if any, are most likely to predict a person's risk of developing diabetes?

This simple version can be found online. It is easy to answer with a few facts. The second, more complicated version of this question is divided into two parts. It is thought-provoking and requires extensive investigation as well as evaluation by the author. So, ensure that a quick Google search should not answer your research question.

How to write a strong Research Question?

The foundation of all research is the research question. You should therefore spend as much time as necessary to refine your research question based on various data.

You can conduct your research more efficiently and analyze your results better if you have great research questions for your dissertation, research paper , or essay .

The following criteria can help you evaluate the strength and importance of your research question and can be used to determine the strength of your research question:

• Researchable
• It should only cover one issue.
• A subjective judgment should not be included in the question.
• It can be answered with data analysis and research.
• Specific and Practical
• It should not contain a plan of action, policy, or solution.
• It should be clearly defined
• Within research limits
• Complex and Arguable
• It shouldn't be difficult to answer.
• To find the truth, you need in-depth knowledge
• Allows for discussion and deliberation
• Original and Relevant
• It should be in your area of study
• Its results should be measurable
• It should be original

Conclusion - How to write Research Questions?

Research questions provide a clear guideline for research. One research question may be part of a larger project, such as a dissertation. However, each question should only focus on one topic.

Research questions must be answerable, practical, specific, and applicable to your field. The research type that you use to base your research questions on will determine the research topic. You can start by selecting an interesting topic and doing preliminary research. Then, you can begin asking questions, evaluating your questions, and start your research.

Now it's easier than ever to streamline your research workflow with SciSpace ResearchGPT . Its integrated, comprehensive end-to-end platform for research allows scholars to easily discover, read, write and publish their research and fosters collaboration.

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• Research Questions: Definitions, Types + [Examples]

Research questions lie at the core of systematic investigation and this is because recording accurate research outcomes is tied to asking the right questions. Asking the right questions when conducting research can help you collect relevant and insightful information that ultimately influences your work, positively. 

The right research questions are typically easy to understand, straight to the point, and engaging. In this article, we will share tips on how to create the right research questions and also show you how to create and administer an online questionnaire with Formplus . 

What is a Research Question? 

A research question is a specific inquiry which the research seeks to provide a response to. It resides at the core of systematic investigation and it helps you to clearly define a path for the research process. 

A research question is usually the first step in any research project. Basically, it is the primary interrogation point of your research and it sets the pace for your work.  

Typically, a research question focuses on the research, determines the methodology and hypothesis, and guides all stages of inquiry, analysis, and reporting. With the right research questions, you will be able to gather useful information for your investigation. 

Types of Research Questions 

Research questions are broadly categorized into 2; that is, qualitative research questions and quantitative research questions. Qualitative and quantitative research questions can be used independently and co-dependently in line with the overall focus and objectives of your research. 

If your research aims at collecting quantifiable data , you will need to make use of quantitative research questions. On the other hand, qualitative questions help you to gather qualitative data bothering on the perceptions and observations of your research subjects. 

Qualitative Research Questions  

A qualitative research question is a type of systematic inquiry that aims at collecting qualitative data from research subjects. The aim of qualitative research questions is to gather non-statistical information pertaining to the experiences, observations, and perceptions of the research subjects in line with the objectives of the investigation. 

Types of Qualitative Research Questions  

• Ethnographic Research Questions

As the name clearly suggests, ethnographic research questions are inquiries presented in ethnographic research. Ethnographic research is a qualitative research approach that involves observing variables in their natural environments or habitats in order to arrive at objective research outcomes. 

These research questions help the researcher to gather insights into the habits, dispositions, perceptions, and behaviors of research subjects as they interact in specific environments. 

Ethnographic research questions can be used in education, business, medicine, and other fields of study, and they are very useful in contexts aimed at collecting in-depth and specific information that are peculiar to research variables. For instance, asking educational ethnographic research questions can help you understand how pedagogy affects classroom relations and behaviors. 

This type of research question can be administered physically through one-on-one interviews, naturalism (live and work), and participant observation methods. Alternatively, the researcher can ask ethnographic research questions via online surveys and questionnaires created with Formplus.  

Examples of Ethnographic Research Questions

• Why do you use this product?
• Have you noticed any side effects since you started using this drug?
• Does this product meet your needs?

• Case Studies

A case study is a qualitative research approach that involves carrying out a detailed investigation into a research subject(s) or variable(s). In the course of a case study, the researcher gathers a range of data from multiple sources of information via different data collection methods, and over a period of time. 

The aim of a case study is to analyze specific issues within definite contexts and arrive at detailed research subject analyses by asking the right questions. This research method can be explanatory, descriptive , or exploratory depending on the focus of your systematic investigation or research. 

An explanatory case study is one that seeks to gather information on the causes of real-life occurrences. This type of case study uses “how” and “why” questions in order to gather valid information about the causative factors of an event. 

Descriptive case studies are typically used in business researches, and they aim at analyzing the impact of changing market dynamics on businesses. On the other hand, exploratory case studies aim at providing answers to “who” and “what” questions using data collection tools like interviews and questionnaires. 

Some questions you can include in your case studies are: 

• Why did you choose our services?
• How has this policy affected your business output?
• What benefits have you recorded since you started using our product?

An interview is a qualitative research method that involves asking respondents a series of questions in order to gather information about a research subject. Interview questions can be close-ended or open-ended , and they prompt participants to provide valid information that is useful to the research. 

An interview may also be structured, semi-structured , or unstructured , and this further influences the types of questions they include. Structured interviews are made up of more close-ended questions because they aim at gathering quantitative data while unstructured interviews consist, primarily, of open-ended questions that allow the researcher to collect qualitative information from respondents. 

You can conduct interview research by scheduling a physical meeting with respondents, through a telephone conversation, and via digital media and video conferencing platforms like Skype and Zoom. Alternatively, you can use Formplus surveys and questionnaires for your interview. 

Examples of interview questions include: 

• What challenges did you face while using our product?
• What specific needs did our product meet?
• What would you like us to improve our service delivery?

Quantitative Research Questions

Quantitative research questions are questions that are used to gather quantifiable data from research subjects. These types of research questions are usually more specific and direct because they aim at collecting information that can be measured; that is, statistical information. 

Types of Quantitative Research Questions

• Descriptive Research Questions

Descriptive research questions are inquiries that researchers use to gather quantifiable data about the attributes and characteristics of research subjects. These types of questions primarily seek responses that reveal existing patterns in the nature of the research subjects. 

It is important to note that descriptive research questions are not concerned with the causative factors of the discovered attributes and characteristics. Rather, they focus on the “what”; that is, describing the subject of the research without paying attention to the reasons for its occurrence. 

Descriptive research questions are typically closed-ended because they aim at gathering definite and specific responses from research participants. Also, they can be used in customer experience surveys and market research to collect information about target markets and consumer behaviors. 

Descriptive Research Question Examples

• How often do you make use of our fitness application?
• How much would you be willing to pay for this product?

• Comparative Research Questions

A comparative research question is a type of quantitative research question that is used to gather information about the differences between two or more research subjects across different variables. These types of questions help the researcher to identify distinct features that mark one research subject from the other while highlighting existing similarities. 

Asking comparative research questions in market research surveys can provide insights on how your product or service matches its competitors. In addition, it can help you to identify the strengths and weaknesses of your product for a better competitive advantage.  

The 5 steps involved in the framing of comparative research questions are: 

• Choose your starting phrase
• Identify and name the dependent variable
• Identify the groups you are interested in
• Identify the appropriate adjoining text
• Write out the comparative research question

Comparative Research Question Samples 

• What are the differences between a landline telephone and a smartphone?
• What are the differences between work-from-home and on-site operations?

• Relationship-based Research Questions  

Just like the name suggests, a relationship-based research question is one that inquires into the nature of the association between two research subjects within the same demographic. These types of research questions help you to gather information pertaining to the nature of the association between two research variables. 

Relationship-based research questions are also known as correlational research questions because they seek to clearly identify the link between 2 variables. 

Read: Correlational Research Designs: Types, Examples & Methods

Examples of relationship-based research questions include: 

• What is the relationship between purchasing power and the business site?
• What is the relationship between the work environment and workforce turnover?

Examples of a Good Research Question

Since research questions lie at the core of any systematic investigations, it is important to know how to frame a good research question. The right research questions will help you to gather the most objective responses that are useful to your systematic investigation. 

A good research question is one that requires impartial responses and can be answered via existing sources of information. Also, a good research question seeks answers that actively contribute to a body of knowledge; hence, it is a question that is yet to be answered in your specific research context.

• Open-Ended Questions

 An open-ended question is a type of research question that does not restrict respondents to a set of premeditated answer options. In other words, it is a question that allows the respondent to freely express his or her perceptions and feelings towards the research subject. 

Examples of Open-ended Questions

• How do you deal with stress in the workplace?
• What is a typical day at work like for you?
• Close-ended Questions

A close-ended question is a type of survey question that restricts respondents to a set of predetermined answers such as multiple-choice questions . Close-ended questions typically require yes or no answers and are commonly used in quantitative research to gather numerical data from research participants. 

Examples of Close-ended Questions

• Did you enjoy this event?
• How likely are you to recommend our services?
• Very Likely
• Somewhat Likely
• Likert Scale Questions

A Likert scale question is a type of close-ended question that is structured as a 3-point, 5-point, or 7-point psychometric scale . This type of question is used to measure the survey respondent’s disposition towards multiple variables and it can be unipolar or bipolar in nature. 

Example of Likert Scale Questions

• How satisfied are you with our service delivery?
• Very dissatisfied
• Not satisfied
• Very satisfied
• Rating Scale Questions

A rating scale question is a type of close-ended question that seeks to associate a specific qualitative measure (rating) with the different variables in research. It is commonly used in customer experience surveys, market research surveys, employee reviews, and product evaluations. 

Example of Rating Questions

• How would you rate our service delivery?

  Examples of a Bad Research Question

Knowing what bad research questions are would help you avoid them in the course of your systematic investigation. These types of questions are usually unfocused and often result in research biases that can negatively impact the outcomes of your systematic investigation. 

• Loaded Questions

A loaded question is a question that subtly presupposes one or more unverified assumptions about the research subject or participant. This type of question typically boxes the respondent in a corner because it suggests implicit and explicit biases that prevent objective responses. 

Example of Loaded Questions

• Have you stopped smoking?
• Where did you hide the money?
• Negative Questions

A negative question is a type of question that is structured with an implicit or explicit negator. Negative questions can be misleading because they upturn the typical yes/no response order by requiring a negative answer for affirmation and an affirmative answer for negation. 

Examples of Negative Questions

• Would you mind dropping by my office later today?
• Didn’t you visit last week?
• Leading Questions  

A l eading question is a type of survey question that nudges the respondent towards an already-determined answer. It is highly suggestive in nature and typically consists of biases and unverified assumptions that point toward its premeditated responses. 

Examples of Leading Questions

• If you enjoyed this service, would you be willing to try out our other packages?
• Our product met your needs, didn’t it?

Read More: Leading Questions: Definition, Types, and Examples

How to Use Formplus as Online Research Questionnaire Tool  

With Formplus, you can create and administer your online research questionnaire easily. In the form builder, you can add different form fields to your questionnaire and edit these fields to reflect specific research questions for your systematic investigation. 

Here is a step-by-step guide on how to create an online research questionnaire with Formplus: 

• Sign in to your Formplus accoun t, then click on the “create new form” button in your dashboard to access the Form builder.

• In the form builder, add preferred form fields to your online research questionnaire by dragging and dropping them into the form. Add a title to your form in the title block. You can edit form fields by clicking on the “pencil” icon on the right corner of each form field.

• Save the form to access the customization section of the builder. Here, you can tweak the appearance of your online research questionnaire by adding background images, changing the form font, and adding your organization’s logo.

• Finally, copy your form link and share it with respondents. You can also use any of the multiple sharing options available.

Conclusion  

The success of your research starts with framing the right questions to help you collect the most valid and objective responses. Be sure to avoid bad research questions like loaded and negative questions that can be misleading and adversely affect your research data and outcomes. 

Your research questions should clearly reflect the aims and objectives of your systematic investigation while laying emphasis on specific contexts. To help you seamlessly gather responses for your research questions, you can create an online research questionnaire on Formplus.  

Connect to Formplus, Get Started Now - It's Free!

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A Practical Guide to Writing Quantitative and Qualitative Research Questions and Hypotheses in Scholarly Articles

Edward barroga.

1 Department of General Education, Graduate School of Nursing Science, St. Luke’s International University, Tokyo, Japan.

Glafera Janet Matanguihan

2 Department of Biological Sciences, Messiah University, Mechanicsburg, PA, USA.

The development of research questions and the subsequent hypotheses are prerequisites to defining the main research purpose and specific objectives of a study. Consequently, these objectives determine the study design and research outcome. The development of research questions is a process based on knowledge of current trends, cutting-edge studies, and technological advances in the research field. Excellent research questions are focused and require a comprehensive literature search and in-depth understanding of the problem being investigated. Initially, research questions may be written as descriptive questions which could be developed into inferential questions. These questions must be specific and concise to provide a clear foundation for developing hypotheses. Hypotheses are more formal predictions about the research outcomes. These specify the possible results that may or may not be expected regarding the relationship between groups. Thus, research questions and hypotheses clarify the main purpose and specific objectives of the study, which in turn dictate the design of the study, its direction, and outcome. Studies developed from good research questions and hypotheses will have trustworthy outcomes with wide-ranging social and health implications.

INTRODUCTION

Scientific research is usually initiated by posing evidenced-based research questions which are then explicitly restated as hypotheses. 1 , 2 The hypotheses provide directions to guide the study, solutions, explanations, and expected results. 3 , 4 Both research questions and hypotheses are essentially formulated based on conventional theories and real-world processes, which allow the inception of novel studies and the ethical testing of ideas. 5 , 6

It is crucial to have knowledge of both quantitative and qualitative research 2 as both types of research involve writing research questions and hypotheses. 7 However, these crucial elements of research are sometimes overlooked; if not overlooked, then framed without the forethought and meticulous attention it needs. Planning and careful consideration are needed when developing quantitative or qualitative research, particularly when conceptualizing research questions and hypotheses. 4

There is a continuing need to support researchers in the creation of innovative research questions and hypotheses, as well as for journal articles that carefully review these elements. 1 When research questions and hypotheses are not carefully thought of, unethical studies and poor outcomes usually ensue. Carefully formulated research questions and hypotheses define well-founded objectives, which in turn determine the appropriate design, course, and outcome of the study. This article then aims to discuss in detail the various aspects of crafting research questions and hypotheses, with the goal of guiding researchers as they develop their own. Examples from the authors and peer-reviewed scientific articles in the healthcare field are provided to illustrate key points.

DEFINITIONS AND RELATIONSHIP OF RESEARCH QUESTIONS AND HYPOTHESES

A research question is what a study aims to answer after data analysis and interpretation. The answer is written in length in the discussion section of the paper. Thus, the research question gives a preview of the different parts and variables of the study meant to address the problem posed in the research question. 1 An excellent research question clarifies the research writing while facilitating understanding of the research topic, objective, scope, and limitations of the study. 5

On the other hand, a research hypothesis is an educated statement of an expected outcome. This statement is based on background research and current knowledge. 8 , 9 The research hypothesis makes a specific prediction about a new phenomenon 10 or a formal statement on the expected relationship between an independent variable and a dependent variable. 3 , 11 It provides a tentative answer to the research question to be tested or explored. 4

Hypotheses employ reasoning to predict a theory-based outcome. 10 These can also be developed from theories by focusing on components of theories that have not yet been observed. 10 The validity of hypotheses is often based on the testability of the prediction made in a reproducible experiment. 8

Conversely, hypotheses can also be rephrased as research questions. Several hypotheses based on existing theories and knowledge may be needed to answer a research question. Developing ethical research questions and hypotheses creates a research design that has logical relationships among variables. These relationships serve as a solid foundation for the conduct of the study. 4 , 11 Haphazardly constructed research questions can result in poorly formulated hypotheses and improper study designs, leading to unreliable results. Thus, the formulations of relevant research questions and verifiable hypotheses are crucial when beginning research. 12

CHARACTERISTICS OF GOOD RESEARCH QUESTIONS AND HYPOTHESES

Excellent research questions are specific and focused. These integrate collective data and observations to confirm or refute the subsequent hypotheses. Well-constructed hypotheses are based on previous reports and verify the research context. These are realistic, in-depth, sufficiently complex, and reproducible. More importantly, these hypotheses can be addressed and tested. 13

There are several characteristics of well-developed hypotheses. Good hypotheses are 1) empirically testable 7 , 10 , 11 , 13 ; 2) backed by preliminary evidence 9 ; 3) testable by ethical research 7 , 9 ; 4) based on original ideas 9 ; 5) have evidenced-based logical reasoning 10 ; and 6) can be predicted. 11 Good hypotheses can infer ethical and positive implications, indicating the presence of a relationship or effect relevant to the research theme. 7 , 11 These are initially developed from a general theory and branch into specific hypotheses by deductive reasoning. In the absence of a theory to base the hypotheses, inductive reasoning based on specific observations or findings form more general hypotheses. 10

TYPES OF RESEARCH QUESTIONS AND HYPOTHESES

Research questions and hypotheses are developed according to the type of research, which can be broadly classified into quantitative and qualitative research. We provide a summary of the types of research questions and hypotheses under quantitative and qualitative research categories in Table 1 .

Research questions in quantitative research

In quantitative research, research questions inquire about the relationships among variables being investigated and are usually framed at the start of the study. These are precise and typically linked to the subject population, dependent and independent variables, and research design. 1 Research questions may also attempt to describe the behavior of a population in relation to one or more variables, or describe the characteristics of variables to be measured ( descriptive research questions ). 1 , 5 , 14 These questions may also aim to discover differences between groups within the context of an outcome variable ( comparative research questions ), 1 , 5 , 14 or elucidate trends and interactions among variables ( relationship research questions ). 1 , 5 We provide examples of descriptive, comparative, and relationship research questions in quantitative research in Table 2 .

Hypotheses in quantitative research

In quantitative research, hypotheses predict the expected relationships among variables. 15 Relationships among variables that can be predicted include 1) between a single dependent variable and a single independent variable ( simple hypothesis ) or 2) between two or more independent and dependent variables ( complex hypothesis ). 4 , 11 Hypotheses may also specify the expected direction to be followed and imply an intellectual commitment to a particular outcome ( directional hypothesis ) 4 . On the other hand, hypotheses may not predict the exact direction and are used in the absence of a theory, or when findings contradict previous studies ( non-directional hypothesis ). 4 In addition, hypotheses can 1) define interdependency between variables ( associative hypothesis ), 4 2) propose an effect on the dependent variable from manipulation of the independent variable ( causal hypothesis ), 4 3) state a negative relationship between two variables ( null hypothesis ), 4 , 11 , 15 4) replace the working hypothesis if rejected ( alternative hypothesis ), 15 explain the relationship of phenomena to possibly generate a theory ( working hypothesis ), 11 5) involve quantifiable variables that can be tested statistically ( statistical hypothesis ), 11 6) or express a relationship whose interlinks can be verified logically ( logical hypothesis ). 11 We provide examples of simple, complex, directional, non-directional, associative, causal, null, alternative, working, statistical, and logical hypotheses in quantitative research, as well as the definition of quantitative hypothesis-testing research in Table 3 .

Research questions in qualitative research

Unlike research questions in quantitative research, research questions in qualitative research are usually continuously reviewed and reformulated. The central question and associated subquestions are stated more than the hypotheses. 15 The central question broadly explores a complex set of factors surrounding the central phenomenon, aiming to present the varied perspectives of participants. 15

There are varied goals for which qualitative research questions are developed. These questions can function in several ways, such as to 1) identify and describe existing conditions ( contextual research question s); 2) describe a phenomenon ( descriptive research questions ); 3) assess the effectiveness of existing methods, protocols, theories, or procedures ( evaluation research questions ); 4) examine a phenomenon or analyze the reasons or relationships between subjects or phenomena ( explanatory research questions ); or 5) focus on unknown aspects of a particular topic ( exploratory research questions ). 5 In addition, some qualitative research questions provide new ideas for the development of theories and actions ( generative research questions ) or advance specific ideologies of a position ( ideological research questions ). 1 Other qualitative research questions may build on a body of existing literature and become working guidelines ( ethnographic research questions ). Research questions may also be broadly stated without specific reference to the existing literature or a typology of questions ( phenomenological research questions ), may be directed towards generating a theory of some process ( grounded theory questions ), or may address a description of the case and the emerging themes ( qualitative case study questions ). 15 We provide examples of contextual, descriptive, evaluation, explanatory, exploratory, generative, ideological, ethnographic, phenomenological, grounded theory, and qualitative case study research questions in qualitative research in Table 4 , and the definition of qualitative hypothesis-generating research in Table 5 .

Qualitative studies usually pose at least one central research question and several subquestions starting with How or What . These research questions use exploratory verbs such as explore or describe . These also focus on one central phenomenon of interest, and may mention the participants and research site. 15

Hypotheses in qualitative research

Hypotheses in qualitative research are stated in the form of a clear statement concerning the problem to be investigated. Unlike in quantitative research where hypotheses are usually developed to be tested, qualitative research can lead to both hypothesis-testing and hypothesis-generating outcomes. 2 When studies require both quantitative and qualitative research questions, this suggests an integrative process between both research methods wherein a single mixed-methods research question can be developed. 1

FRAMEWORKS FOR DEVELOPING RESEARCH QUESTIONS AND HYPOTHESES

Research questions followed by hypotheses should be developed before the start of the study. 1 , 12 , 14 It is crucial to develop feasible research questions on a topic that is interesting to both the researcher and the scientific community. This can be achieved by a meticulous review of previous and current studies to establish a novel topic. Specific areas are subsequently focused on to generate ethical research questions. The relevance of the research questions is evaluated in terms of clarity of the resulting data, specificity of the methodology, objectivity of the outcome, depth of the research, and impact of the study. 1 , 5 These aspects constitute the FINER criteria (i.e., Feasible, Interesting, Novel, Ethical, and Relevant). 1 Clarity and effectiveness are achieved if research questions meet the FINER criteria. In addition to the FINER criteria, Ratan et al. described focus, complexity, novelty, feasibility, and measurability for evaluating the effectiveness of research questions. 14

The PICOT and PEO frameworks are also used when developing research questions. 1 The following elements are addressed in these frameworks, PICOT: P-population/patients/problem, I-intervention or indicator being studied, C-comparison group, O-outcome of interest, and T-timeframe of the study; PEO: P-population being studied, E-exposure to preexisting conditions, and O-outcome of interest. 1 Research questions are also considered good if these meet the “FINERMAPS” framework: Feasible, Interesting, Novel, Ethical, Relevant, Manageable, Appropriate, Potential value/publishable, and Systematic. 14

As we indicated earlier, research questions and hypotheses that are not carefully formulated result in unethical studies or poor outcomes. To illustrate this, we provide some examples of ambiguous research question and hypotheses that result in unclear and weak research objectives in quantitative research ( Table 6 ) 16 and qualitative research ( Table 7 ) 17 , and how to transform these ambiguous research question(s) and hypothesis(es) into clear and good statements.

a These statements were composed for comparison and illustrative purposes only.

b These statements are direct quotes from Higashihara and Horiuchi. 16

a This statement is a direct quote from Shimoda et al. 17

The other statements were composed for comparison and illustrative purposes only.

CONSTRUCTING RESEARCH QUESTIONS AND HYPOTHESES

To construct effective research questions and hypotheses, it is very important to 1) clarify the background and 2) identify the research problem at the outset of the research, within a specific timeframe. 9 Then, 3) review or conduct preliminary research to collect all available knowledge about the possible research questions by studying theories and previous studies. 18 Afterwards, 4) construct research questions to investigate the research problem. Identify variables to be accessed from the research questions 4 and make operational definitions of constructs from the research problem and questions. Thereafter, 5) construct specific deductive or inductive predictions in the form of hypotheses. 4 Finally, 6) state the study aims . This general flow for constructing effective research questions and hypotheses prior to conducting research is shown in Fig. 1 .

Research questions are used more frequently in qualitative research than objectives or hypotheses. 3 These questions seek to discover, understand, explore or describe experiences by asking “What” or “How.” The questions are open-ended to elicit a description rather than to relate variables or compare groups. The questions are continually reviewed, reformulated, and changed during the qualitative study. 3 Research questions are also used more frequently in survey projects than hypotheses in experiments in quantitative research to compare variables and their relationships.

Hypotheses are constructed based on the variables identified and as an if-then statement, following the template, ‘If a specific action is taken, then a certain outcome is expected.’ At this stage, some ideas regarding expectations from the research to be conducted must be drawn. 18 Then, the variables to be manipulated (independent) and influenced (dependent) are defined. 4 Thereafter, the hypothesis is stated and refined, and reproducible data tailored to the hypothesis are identified, collected, and analyzed. 4 The hypotheses must be testable and specific, 18 and should describe the variables and their relationships, the specific group being studied, and the predicted research outcome. 18 Hypotheses construction involves a testable proposition to be deduced from theory, and independent and dependent variables to be separated and measured separately. 3 Therefore, good hypotheses must be based on good research questions constructed at the start of a study or trial. 12

In summary, research questions are constructed after establishing the background of the study. Hypotheses are then developed based on the research questions. Thus, it is crucial to have excellent research questions to generate superior hypotheses. In turn, these would determine the research objectives and the design of the study, and ultimately, the outcome of the research. 12 Algorithms for building research questions and hypotheses are shown in Fig. 2 for quantitative research and in Fig. 3 for qualitative research.

EXAMPLES OF RESEARCH QUESTIONS FROM PUBLISHED ARTICLES

• EXAMPLE 1. Descriptive research question (quantitative research)
• - Presents research variables to be assessed (distinct phenotypes and subphenotypes)
• “BACKGROUND: Since COVID-19 was identified, its clinical and biological heterogeneity has been recognized. Identifying COVID-19 phenotypes might help guide basic, clinical, and translational research efforts.
• RESEARCH QUESTION: Does the clinical spectrum of patients with COVID-19 contain distinct phenotypes and subphenotypes? ” 19
• EXAMPLE 2. Relationship research question (quantitative research)
• - Shows interactions between dependent variable (static postural control) and independent variable (peripheral visual field loss)
• “Background: Integration of visual, vestibular, and proprioceptive sensations contributes to postural control. People with peripheral visual field loss have serious postural instability. However, the directional specificity of postural stability and sensory reweighting caused by gradual peripheral visual field loss remain unclear.
• Research question: What are the effects of peripheral visual field loss on static postural control ?” 20
• EXAMPLE 3. Comparative research question (quantitative research)
• - Clarifies the difference among groups with an outcome variable (patients enrolled in COMPERA with moderate PH or severe PH in COPD) and another group without the outcome variable (patients with idiopathic pulmonary arterial hypertension (IPAH))
• “BACKGROUND: Pulmonary hypertension (PH) in COPD is a poorly investigated clinical condition.
• RESEARCH QUESTION: Which factors determine the outcome of PH in COPD?
• STUDY DESIGN AND METHODS: We analyzed the characteristics and outcome of patients enrolled in the Comparative, Prospective Registry of Newly Initiated Therapies for Pulmonary Hypertension (COMPERA) with moderate or severe PH in COPD as defined during the 6th PH World Symposium who received medical therapy for PH and compared them with patients with idiopathic pulmonary arterial hypertension (IPAH) .” 21
• EXAMPLE 4. Exploratory research question (qualitative research)
• - Explores areas that have not been fully investigated (perspectives of families and children who receive care in clinic-based child obesity treatment) to have a deeper understanding of the research problem
• “Problem: Interventions for children with obesity lead to only modest improvements in BMI and long-term outcomes, and data are limited on the perspectives of families of children with obesity in clinic-based treatment. This scoping review seeks to answer the question: What is known about the perspectives of families and children who receive care in clinic-based child obesity treatment? This review aims to explore the scope of perspectives reported by families of children with obesity who have received individualized outpatient clinic-based obesity treatment.” 22
• EXAMPLE 5. Relationship research question (quantitative research)
• - Defines interactions between dependent variable (use of ankle strategies) and independent variable (changes in muscle tone)
• “Background: To maintain an upright standing posture against external disturbances, the human body mainly employs two types of postural control strategies: “ankle strategy” and “hip strategy.” While it has been reported that the magnitude of the disturbance alters the use of postural control strategies, it has not been elucidated how the level of muscle tone, one of the crucial parameters of bodily function, determines the use of each strategy. We have previously confirmed using forward dynamics simulations of human musculoskeletal models that an increased muscle tone promotes the use of ankle strategies. The objective of the present study was to experimentally evaluate a hypothesis: an increased muscle tone promotes the use of ankle strategies. Research question: Do changes in the muscle tone affect the use of ankle strategies ?” 23

EXAMPLES OF HYPOTHESES IN PUBLISHED ARTICLES

• EXAMPLE 1. Working hypothesis (quantitative research)
• - A hypothesis that is initially accepted for further research to produce a feasible theory
• “As fever may have benefit in shortening the duration of viral illness, it is plausible to hypothesize that the antipyretic efficacy of ibuprofen may be hindering the benefits of a fever response when taken during the early stages of COVID-19 illness .” 24
• “In conclusion, it is plausible to hypothesize that the antipyretic efficacy of ibuprofen may be hindering the benefits of a fever response . The difference in perceived safety of these agents in COVID-19 illness could be related to the more potent efficacy to reduce fever with ibuprofen compared to acetaminophen. Compelling data on the benefit of fever warrant further research and review to determine when to treat or withhold ibuprofen for early stage fever for COVID-19 and other related viral illnesses .” 24
• EXAMPLE 2. Exploratory hypothesis (qualitative research)
• - Explores particular areas deeper to clarify subjective experience and develop a formal hypothesis potentially testable in a future quantitative approach
• “We hypothesized that when thinking about a past experience of help-seeking, a self distancing prompt would cause increased help-seeking intentions and more favorable help-seeking outcome expectations .” 25
• “Conclusion
• Although a priori hypotheses were not supported, further research is warranted as results indicate the potential for using self-distancing approaches to increasing help-seeking among some people with depressive symptomatology.” 25
• EXAMPLE 3. Hypothesis-generating research to establish a framework for hypothesis testing (qualitative research)
• “We hypothesize that compassionate care is beneficial for patients (better outcomes), healthcare systems and payers (lower costs), and healthcare providers (lower burnout). ” 26
• Compassionomics is the branch of knowledge and scientific study of the effects of compassionate healthcare. Our main hypotheses are that compassionate healthcare is beneficial for (1) patients, by improving clinical outcomes, (2) healthcare systems and payers, by supporting financial sustainability, and (3) HCPs, by lowering burnout and promoting resilience and well-being. The purpose of this paper is to establish a scientific framework for testing the hypotheses above . If these hypotheses are confirmed through rigorous research, compassionomics will belong in the science of evidence-based medicine, with major implications for all healthcare domains.” 26
• EXAMPLE 4. Statistical hypothesis (quantitative research)
• - An assumption is made about the relationship among several population characteristics ( gender differences in sociodemographic and clinical characteristics of adults with ADHD ). Validity is tested by statistical experiment or analysis ( chi-square test, Students t-test, and logistic regression analysis)
• “Our research investigated gender differences in sociodemographic and clinical characteristics of adults with ADHD in a Japanese clinical sample. Due to unique Japanese cultural ideals and expectations of women's behavior that are in opposition to ADHD symptoms, we hypothesized that women with ADHD experience more difficulties and present more dysfunctions than men . We tested the following hypotheses: first, women with ADHD have more comorbidities than men with ADHD; second, women with ADHD experience more social hardships than men, such as having less full-time employment and being more likely to be divorced.” 27
• “Statistical Analysis
• ( text omitted ) Between-gender comparisons were made using the chi-squared test for categorical variables and Students t-test for continuous variables…( text omitted ). A logistic regression analysis was performed for employment status, marital status, and comorbidity to evaluate the independent effects of gender on these dependent variables.” 27

EXAMPLES OF HYPOTHESIS AS WRITTEN IN PUBLISHED ARTICLES IN RELATION TO OTHER PARTS

• EXAMPLE 1. Background, hypotheses, and aims are provided
• “Pregnant women need skilled care during pregnancy and childbirth, but that skilled care is often delayed in some countries …( text omitted ). The focused antenatal care (FANC) model of WHO recommends that nurses provide information or counseling to all pregnant women …( text omitted ). Job aids are visual support materials that provide the right kind of information using graphics and words in a simple and yet effective manner. When nurses are not highly trained or have many work details to attend to, these job aids can serve as a content reminder for the nurses and can be used for educating their patients (Jennings, Yebadokpo, Affo, & Agbogbe, 2010) ( text omitted ). Importantly, additional evidence is needed to confirm how job aids can further improve the quality of ANC counseling by health workers in maternal care …( text omitted )” 28
• “ This has led us to hypothesize that the quality of ANC counseling would be better if supported by job aids. Consequently, a better quality of ANC counseling is expected to produce higher levels of awareness concerning the danger signs of pregnancy and a more favorable impression of the caring behavior of nurses .” 28
• “This study aimed to examine the differences in the responses of pregnant women to a job aid-supported intervention during ANC visit in terms of 1) their understanding of the danger signs of pregnancy and 2) their impression of the caring behaviors of nurses to pregnant women in rural Tanzania.” 28
• EXAMPLE 2. Background, hypotheses, and aims are provided
• “We conducted a two-arm randomized controlled trial (RCT) to evaluate and compare changes in salivary cortisol and oxytocin levels of first-time pregnant women between experimental and control groups. The women in the experimental group touched and held an infant for 30 min (experimental intervention protocol), whereas those in the control group watched a DVD movie of an infant (control intervention protocol). The primary outcome was salivary cortisol level and the secondary outcome was salivary oxytocin level.” 29
• “ We hypothesize that at 30 min after touching and holding an infant, the salivary cortisol level will significantly decrease and the salivary oxytocin level will increase in the experimental group compared with the control group .” 29
• EXAMPLE 3. Background, aim, and hypothesis are provided
• “In countries where the maternal mortality ratio remains high, antenatal education to increase Birth Preparedness and Complication Readiness (BPCR) is considered one of the top priorities [1]. BPCR includes birth plans during the antenatal period, such as the birthplace, birth attendant, transportation, health facility for complications, expenses, and birth materials, as well as family coordination to achieve such birth plans. In Tanzania, although increasing, only about half of all pregnant women attend an antenatal clinic more than four times [4]. Moreover, the information provided during antenatal care (ANC) is insufficient. In the resource-poor settings, antenatal group education is a potential approach because of the limited time for individual counseling at antenatal clinics.” 30
• “This study aimed to evaluate an antenatal group education program among pregnant women and their families with respect to birth-preparedness and maternal and infant outcomes in rural villages of Tanzania.” 30
• “ The study hypothesis was if Tanzanian pregnant women and their families received a family-oriented antenatal group education, they would (1) have a higher level of BPCR, (2) attend antenatal clinic four or more times, (3) give birth in a health facility, (4) have less complications of women at birth, and (5) have less complications and deaths of infants than those who did not receive the education .” 30

Research questions and hypotheses are crucial components to any type of research, whether quantitative or qualitative. These questions should be developed at the very beginning of the study. Excellent research questions lead to superior hypotheses, which, like a compass, set the direction of research, and can often determine the successful conduct of the study. Many research studies have floundered because the development of research questions and subsequent hypotheses was not given the thought and meticulous attention needed. The development of research questions and hypotheses is an iterative process based on extensive knowledge of the literature and insightful grasp of the knowledge gap. Focused, concise, and specific research questions provide a strong foundation for constructing hypotheses which serve as formal predictions about the research outcomes. Research questions and hypotheses are crucial elements of research that should not be overlooked. They should be carefully thought of and constructed when planning research. This avoids unethical studies and poor outcomes by defining well-founded objectives that determine the design, course, and outcome of the study.

Disclosure: The authors have no potential conflicts of interest to disclose.

Author Contributions:

• Conceptualization: Barroga E, Matanguihan GJ.
• Methodology: Barroga E, Matanguihan GJ.
• Writing - original draft: Barroga E, Matanguihan GJ.
• Writing - review & editing: Barroga E, Matanguihan GJ.

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What is Research Methodology? Definition, Types, and Examples

Research methodology 1,2 is a structured and scientific approach used to collect, analyze, and interpret quantitative or qualitative data to answer research questions or test hypotheses. A research methodology is like a plan for carrying out research and helps keep researchers on track by limiting the scope of the research. Several aspects must be considered before selecting an appropriate research methodology, such as research limitations and ethical concerns that may affect your research.

The research methodology section in a scientific paper describes the different methodological choices made, such as the data collection and analysis methods, and why these choices were selected. The reasons should explain why the methods chosen are the most appropriate to answer the research question. A good research methodology also helps ensure the reliability and validity of the research findings. There are three types of research methodology—quantitative, qualitative, and mixed-method, which can be chosen based on the research objectives.

What is research methodology ?

A research methodology describes the techniques and procedures used to identify and analyze information regarding a specific research topic. It is a process by which researchers design their study so that they can achieve their objectives using the selected research instruments. It includes all the important aspects of research, including research design, data collection methods, data analysis methods, and the overall framework within which the research is conducted. While these points can help you understand what is research methodology, you also need to know why it is important to pick the right methodology.

Why is research methodology important?

Having a good research methodology in place has the following advantages: 3

• Helps other researchers who may want to replicate your research; the explanations will be of benefit to them.
• You can easily answer any questions about your research if they arise at a later stage.
• A research methodology provides a framework and guidelines for researchers to clearly define research questions, hypotheses, and objectives.
• It helps researchers identify the most appropriate research design, sampling technique, and data collection and analysis methods.
• A sound research methodology helps researchers ensure that their findings are valid and reliable and free from biases and errors.
• It also helps ensure that ethical guidelines are followed while conducting research.
• A good research methodology helps researchers in planning their research efficiently, by ensuring optimum usage of their time and resources.

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Types of research methodology.

There are three types of research methodology based on the type of research and the data required. 1

• Quantitative research methodology focuses on measuring and testing numerical data. This approach is good for reaching a large number of people in a short amount of time. This type of research helps in testing the causal relationships between variables, making predictions, and generalizing results to wider populations.
• Qualitative research methodology examines the opinions, behaviors, and experiences of people. It collects and analyzes words and textual data. This research methodology requires fewer participants but is still more time consuming because the time spent per participant is quite large. This method is used in exploratory research where the research problem being investigated is not clearly defined.
• Mixed-method research methodology uses the characteristics of both quantitative and qualitative research methodologies in the same study. This method allows researchers to validate their findings, verify if the results observed using both methods are complementary, and explain any unexpected results obtained from one method by using the other method.

What are the types of sampling designs in research methodology?

Sampling 4 is an important part of a research methodology and involves selecting a representative sample of the population to conduct the study, making statistical inferences about them, and estimating the characteristics of the whole population based on these inferences. There are two types of sampling designs in research methodology—probability and nonprobability.

• Probability sampling

In this type of sampling design, a sample is chosen from a larger population using some form of random selection, that is, every member of the population has an equal chance of being selected. The different types of probability sampling are:

• Systematic —sample members are chosen at regular intervals. It requires selecting a starting point for the sample and sample size determination that can be repeated at regular intervals. This type of sampling method has a predefined range; hence, it is the least time consuming.
• Stratified —researchers divide the population into smaller groups that don’t overlap but represent the entire population. While sampling, these groups can be organized, and then a sample can be drawn from each group separately.
• Cluster —the population is divided into clusters based on demographic parameters like age, sex, location, etc.
• Convenience —selects participants who are most easily accessible to researchers due to geographical proximity, availability at a particular time, etc.
• Purposive —participants are selected at the researcher’s discretion. Researchers consider the purpose of the study and the understanding of the target audience.
• Snowball —already selected participants use their social networks to refer the researcher to other potential participants.
• Quota —while designing the study, the researchers decide how many people with which characteristics to include as participants. The characteristics help in choosing people most likely to provide insights into the subject.

What are data collection methods?

During research, data are collected using various methods depending on the research methodology being followed and the research methods being undertaken. Both qualitative and quantitative research have different data collection methods, as listed below.

Qualitative research 5

• One-on-one interviews: Helps the interviewers understand a respondent’s subjective opinion and experience pertaining to a specific topic or event
• Document study/literature review/record keeping: Researchers’ review of already existing written materials such as archives, annual reports, research articles, guidelines, policy documents, etc.
• Focus groups: Constructive discussions that usually include a small sample of about 6-10 people and a moderator, to understand the participants’ opinion on a given topic.
• Qualitative observation : Researchers collect data using their five senses (sight, smell, touch, taste, and hearing).

Quantitative research 6

• Sampling: The most common type is probability sampling.
• Interviews: Commonly telephonic or done in-person.
• Observations: Structured observations are most commonly used in quantitative research. In this method, researchers make observations about specific behaviors of individuals in a structured setting.
• Document review: Reviewing existing research or documents to collect evidence for supporting the research.
• Surveys and questionnaires. Surveys can be administered both online and offline depending on the requirement and sample size.

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What are data analysis methods.

The data collected using the various methods for qualitative and quantitative research need to be analyzed to generate meaningful conclusions. These data analysis methods 7 also differ between quantitative and qualitative research.

Quantitative research involves a deductive method for data analysis where hypotheses are developed at the beginning of the research and precise measurement is required. The methods include statistical analysis applications to analyze numerical data and are grouped into two categories—descriptive and inferential.

Descriptive analysis is used to describe the basic features of different types of data to present it in a way that ensures the patterns become meaningful. The different types of descriptive analysis methods are:

• Measures of frequency (count, percent, frequency)
• Measures of central tendency (mean, median, mode)
• Measures of dispersion or variation (range, variance, standard deviation)
• Measure of position (percentile ranks, quartile ranks)

Inferential analysis is used to make predictions about a larger population based on the analysis of the data collected from a smaller population. This analysis is used to study the relationships between different variables. Some commonly used inferential data analysis methods are:

• Correlation: To understand the relationship between two or more variables.
• Cross-tabulation: Analyze the relationship between multiple variables.
• Regression analysis: Study the impact of independent variables on the dependent variable.
• Frequency tables: To understand the frequency of data.
• Analysis of variance: To test the degree to which two or more variables differ in an experiment.

Qualitative research involves an inductive method for data analysis where hypotheses are developed after data collection. The methods include:

• Content analysis: For analyzing documented information from text and images by determining the presence of certain words or concepts in texts.
• Narrative analysis: For analyzing content obtained from sources such as interviews, field observations, and surveys. The stories and opinions shared by people are used to answer research questions.
• Discourse analysis: For analyzing interactions with people considering the social context, that is, the lifestyle and environment, under which the interaction occurs.
• Grounded theory: Involves hypothesis creation by data collection and analysis to explain why a phenomenon occurred.
• Thematic analysis: To identify important themes or patterns in data and use these to address an issue.

How to choose a research methodology?

Here are some important factors to consider when choosing a research methodology: 8

• Research objectives, aims, and questions —these would help structure the research design.
• Review existing literature to identify any gaps in knowledge.
• Check the statistical requirements —if data-driven or statistical results are needed then quantitative research is the best. If the research questions can be answered based on people’s opinions and perceptions, then qualitative research is most suitable.
• Sample size —sample size can often determine the feasibility of a research methodology. For a large sample, less effort- and time-intensive methods are appropriate.
• Constraints —constraints of time, geography, and resources can help define the appropriate methodology.

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How to write a research methodology .

A research methodology should include the following components: 3,9

• Research design —should be selected based on the research question and the data required. Common research designs include experimental, quasi-experimental, correlational, descriptive, and exploratory.
• Research method —this can be quantitative, qualitative, or mixed-method.
• Reason for selecting a specific methodology —explain why this methodology is the most suitable to answer your research problem.
• Research instruments —explain the research instruments you plan to use, mainly referring to the data collection methods such as interviews, surveys, etc. Here as well, a reason should be mentioned for selecting the particular instrument.
• Sampling —this involves selecting a representative subset of the population being studied.
• Data collection —involves gathering data using several data collection methods, such as surveys, interviews, etc.
• Data analysis —describe the data analysis methods you will use once you’ve collected the data.
• Research limitations —mention any limitations you foresee while conducting your research.
• Validity and reliability —validity helps identify the accuracy and truthfulness of the findings; reliability refers to the consistency and stability of the results over time and across different conditions.
• Ethical considerations —research should be conducted ethically. The considerations include obtaining consent from participants, maintaining confidentiality, and addressing conflicts of interest.

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Frequently Asked Questions

Q1. What are the key components of research methodology?

A1. A good research methodology has the following key components:

• Research design
• Data collection procedures
• Data analysis methods
• Ethical considerations

Q2. Why is ethical consideration important in research methodology?

A2. Ethical consideration is important in research methodology to ensure the readers of the reliability and validity of the study. Researchers must clearly mention the ethical norms and standards followed during the conduct of the research and also mention if the research has been cleared by any institutional board. The following 10 points are the important principles related to ethical considerations: 10

• Participants should not be subjected to harm.
• Respect for the dignity of participants should be prioritized.
• Full consent should be obtained from participants before the study.
• Participants’ privacy should be ensured.
• Confidentiality of the research data should be ensured.
• Anonymity of individuals and organizations participating in the research should be maintained.
• The aims and objectives of the research should not be exaggerated.
• Affiliations, sources of funding, and any possible conflicts of interest should be declared.
• Communication in relation to the research should be honest and transparent.
• Misleading information and biased representation of primary data findings should be avoided.

Q3. What is the difference between methodology and method?

A3. Research methodology is different from a research method, although both terms are often confused. Research methods are the tools used to gather data, while the research methodology provides a framework for how research is planned, conducted, and analyzed. The latter guides researchers in making decisions about the most appropriate methods for their research. Research methods refer to the specific techniques, procedures, and tools used by researchers to collect, analyze, and interpret data, for instance surveys, questionnaires, interviews, etc.

Research methodology is, thus, an integral part of a research study. It helps ensure that you stay on track to meet your research objectives and answer your research questions using the most appropriate data collection and analysis tools based on your research design.

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• Research methodologies. Pfeiffer Library website. Accessed August 15, 2023. https://library.tiffin.edu/researchmethodologies/whatareresearchmethodologies
• Types of research methodology. Eduvoice website. Accessed August 16, 2023. https://eduvoice.in/types-research-methodology/
• The basics of research methodology: A key to quality research. Voxco. Accessed August 16, 2023. https://www.voxco.com/blog/what-is-research-methodology/
• Sampling methods: Types with examples. QuestionPro website. Accessed August 16, 2023. https://www.questionpro.com/blog/types-of-sampling-for-social-research/
• What is qualitative research? Methods, types, approaches, examples. Researcher.Life blog. Accessed August 15, 2023. https://researcher.life/blog/article/what-is-qualitative-research-methods-types-examples/
• What is quantitative research? Definition, methods, types, and examples. Researcher.Life blog. Accessed August 15, 2023. https://researcher.life/blog/article/what-is-quantitative-research-types-and-examples/
• Data analysis in research: Types & methods. QuestionPro website. Accessed August 16, 2023. https://www.questionpro.com/blog/data-analysis-in-research/#Data_analysis_in_qualitative_research
• Factors to consider while choosing the right research methodology. PhD Monster website. Accessed August 17, 2023. https://www.phdmonster.com/factors-to-consider-while-choosing-the-right-research-methodology/
• What is research methodology? Research and writing guides. Accessed August 14, 2023. https://paperpile.com/g/what-is-research-methodology/
• Ethical considerations. Business research methodology website. Accessed August 17, 2023. https://research-methodology.net/research-methodology/ethical-considerations/

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Choosing the Right Research Methodology: A Guide for Researchers

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Table of Contents

Choosing an optimal research methodology is crucial for the success of any research project. The methodology you select will determine the type of data you collect, how you collect it, and how you analyse it. Understanding the different types of research methods available along with their strengths and weaknesses, is thus imperative to make an informed decision.

Understanding different research methods:

There are several research methods available depending on the type of study you are conducting, i.e., whether it is laboratory-based, clinical, epidemiological, or survey based . Some common methodologies include qualitative research, quantitative research, experimental research, survey-based research, and action research. Each method can be opted for and modified, depending on the type of research hypotheses and objectives.

Qualitative vs quantitative research:

When deciding on a research methodology, one of the key factors to consider is whether your research will be qualitative or quantitative. Qualitative research is used to understand people’s experiences, concepts, thoughts, or behaviours . Quantitative research, on the contrary, deals with numbers, graphs, and charts, and is used to test or confirm hypotheses, assumptions, and theories. 

Qualitative research methodology:

Qualitative research is often used to examine issues that are not well understood, and to gather additional insights on these topics. Qualitative research methods include open-ended survey questions, observations of behaviours described through words, and reviews of literature that has explored similar theories and ideas. These methods are used to understand how language is used in real-world situations, identify common themes or overarching ideas, and describe and interpret various texts. Data analysis for qualitative research typically includes discourse analysis, thematic analysis, and textual analysis. 

Quantitative research methodology:

The goal of quantitative research is to test hypotheses, confirm assumptions and theories, and determine cause-and-effect relationships. Quantitative research methods include experiments, close-ended survey questions, and countable and numbered observations. Data analysis for quantitative research relies heavily on statistical methods.

Analysing qualitative vs quantitative data:

The methods used for data analysis also differ for qualitative and quantitative research. As mentioned earlier, quantitative data is generally analysed using statistical methods and does not leave much room for speculation. It is more structured and follows a predetermined plan. In quantitative research, the researcher starts with a hypothesis and uses statistical methods to test it. Contrarily, methods used for qualitative data analysis can identify patterns and themes within the data, rather than provide statistical measures of the data. It is an iterative process, where the researcher goes back and forth trying to gauge the larger implications of the data through different perspectives and revising the analysis if required.

When to use qualitative vs quantitative research:

The choice between qualitative and quantitative research will depend on the gap that the research project aims to address, and specific objectives of the study. If the goal is to establish facts about a subject or topic, quantitative research is an appropriate choice. However, if the goal is to understand people’s experiences or perspectives, qualitative research may be more suitable. 

Conclusion:

In conclusion, an understanding of the different research methods available, their applicability, advantages, and disadvantages is essential for making an informed decision on the best methodology for your project. If you need any additional guidance on which research methodology to opt for, you can head over to Elsevier Author Services (EAS). EAS experts will guide you throughout the process and help you choose the perfect methodology for your research goals.

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Published by Nicolas at March 21st, 2024 , Revised On March 12, 2024

The Ultimate Guide To Research Methodology

Research methodology is a crucial aspect of any investigative process, serving as the blueprint for the entire research journey. If you are stuck in the methodology section of your research paper , then this blog will guide you on what is a research methodology, its types and how to successfully conduct one. 

Table of Contents

What Is Research Methodology?

Research methodology can be defined as the systematic framework that guides researchers in designing, conducting, and analyzing their investigations. It encompasses a structured set of processes, techniques, and tools employed to gather and interpret data, ensuring the reliability and validity of the research findings. 

Research methodology is not confined to a singular approach; rather, it encapsulates a diverse range of methods tailored to the specific requirements of the research objectives.

Here is why Research methodology is important in academic and professional settings.

Facilitating Rigorous Inquiry

Research methodology forms the backbone of rigorous inquiry. It provides a structured approach that aids researchers in formulating precise thesis statements , selecting appropriate methodologies, and executing systematic investigations. This, in turn, enhances the quality and credibility of the research outcomes.

Ensuring Reproducibility And Reliability

In both academic and professional contexts, the ability to reproduce research outcomes is paramount. A well-defined research methodology establishes clear procedures, making it possible for others to replicate the study. This not only validates the findings but also contributes to the cumulative nature of knowledge.

Guiding Decision-Making Processes

In professional settings, decisions often hinge on reliable data and insights. Research methodology equips professionals with the tools to gather pertinent information, analyze it rigorously, and derive meaningful conclusions.

This informed decision-making is instrumental in achieving organizational goals and staying ahead in competitive environments.

Contributing To Academic Excellence

For academic researchers, adherence to robust research methodology is a hallmark of excellence. Institutions value research that adheres to high standards of methodology, fostering a culture of academic rigour and intellectual integrity. Furthermore, it prepares students with critical skills applicable beyond academia.

Enhancing Problem-Solving Abilities

Research methodology instills a problem-solving mindset by encouraging researchers to approach challenges systematically. It equips individuals with the skills to dissect complex issues, formulate hypotheses , and devise effective strategies for investigation.

Understanding Research Methodology

In the pursuit of knowledge and discovery, understanding the fundamentals of research methodology is paramount. 

Basics Of Research

Research, in its essence, is a systematic and organized process of inquiry aimed at expanding our understanding of a particular subject or phenomenon. It involves the exploration of existing knowledge, the formulation of hypotheses, and the collection and analysis of data to draw meaningful conclusions. 

Research is a dynamic and iterative process that contributes to the continuous evolution of knowledge in various disciplines.

Types of Research

Research takes on various forms, each tailored to the nature of the inquiry. Broadly classified, research can be categorized into two main types:

• Quantitative Research: This type involves the collection and analysis of numerical data to identify patterns, relationships, and statistical significance. It is particularly useful for testing hypotheses and making predictions.
• Qualitative Research: Qualitative research focuses on understanding the depth and details of a phenomenon through non-numerical data. It often involves methods such as interviews, focus groups, and content analysis, providing rich insights into complex issues.

Components Of Research Methodology

To conduct effective research, one must go through the different components of research methodology. These components form the scaffolding that supports the entire research process, ensuring its coherence and validity.

Research Design

Research design serves as the blueprint for the entire research project. It outlines the overall structure and strategy for conducting the study. The three primary types of research design are:

• Exploratory Research: Aimed at gaining insights and familiarity with the topic, often used in the early stages of research.
• Descriptive Research: Involves portraying an accurate profile of a situation or phenomenon, answering the ‘what,’ ‘who,’ ‘where,’ and ‘when’ questions.
• Explanatory Research: Seeks to identify the causes and effects of a phenomenon, explaining the ‘why’ and ‘how.’

Data Collection Methods

Choosing the right data collection methods is crucial for obtaining reliable and relevant information. Common methods include:

• Surveys and Questionnaires: Employed to gather information from a large number of respondents through standardized questions.
• Interviews: In-depth conversations with participants, offering qualitative insights.
• Observation: Systematic watching and recording of behaviour, events, or processes in their natural setting.

Data Analysis Techniques

Once data is collected, analysis becomes imperative to derive meaningful conclusions. Different methodologies exist for quantitative and qualitative data:

• Quantitative Data Analysis: Involves statistical techniques such as descriptive statistics, inferential statistics, and regression analysis to interpret numerical data.
• Qualitative Data Analysis: Methods like content analysis, thematic analysis, and grounded theory are employed to extract patterns, themes, and meanings from non-numerical data.

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Choosing a Research Method

Selecting an appropriate research method is a critical decision in the research process. It determines the approach, tools, and techniques that will be used to answer the research questions. 

Quantitative Research Methods

Quantitative research involves the collection and analysis of numerical data, providing a structured and objective approach to understanding and explaining phenomena.

Experimental Research

Experimental research involves manipulating variables to observe the effect on another variable under controlled conditions. It aims to establish cause-and-effect relationships.

Key Characteristics:

• Controlled Environment: Experiments are conducted in a controlled setting to minimize external influences.
• Random Assignment: Participants are randomly assigned to different experimental conditions.
• Quantitative Data: Data collected is numerical, allowing for statistical analysis.

Applications: Commonly used in scientific studies and psychology to test hypotheses and identify causal relationships.

Survey Research

Survey research gathers information from a sample of individuals through standardized questionnaires or interviews. It aims to collect data on opinions, attitudes, and behaviours.

• Structured Instruments: Surveys use structured instruments, such as questionnaires, to collect data.
• Large Sample Size: Surveys often target a large and diverse group of participants.
• Quantitative Data Analysis: Responses are quantified for statistical analysis.

Applications: Widely employed in social sciences, marketing, and public opinion research to understand trends and preferences.

Descriptive Research

Descriptive research seeks to portray an accurate profile of a situation or phenomenon. It focuses on answering the ‘what,’ ‘who,’ ‘where,’ and ‘when’ questions.

• Observation and Data Collection: This involves observing and documenting without manipulating variables.
• Objective Description: Aim to provide an unbiased and factual account of the subject.
• Quantitative or Qualitative Data: T his can include both types of data, depending on the research focus.

Applications: Useful in situations where researchers want to understand and describe a phenomenon without altering it, common in social sciences and education.

Qualitative Research Methods

Qualitative research emphasizes exploring and understanding the depth and complexity of phenomena through non-numerical data.

A case study is an in-depth exploration of a particular person, group, event, or situation. It involves detailed, context-rich analysis.

• Rich Data Collection: Uses various data sources, such as interviews, observations, and documents.
• Contextual Understanding: Aims to understand the context and unique characteristics of the case.
• Holistic Approach: Examines the case in its entirety.

Applications: Common in social sciences, psychology, and business to investigate complex and specific instances.

Ethnography

Ethnography involves immersing the researcher in the culture or community being studied to gain a deep understanding of their behaviours, beliefs, and practices.

• Participant Observation: Researchers actively participate in the community or setting.
• Holistic Perspective: Focuses on the interconnectedness of cultural elements.
• Qualitative Data: In-depth narratives and descriptions are central to ethnographic studies.

Applications: Widely used in anthropology, sociology, and cultural studies to explore and document cultural practices.

Grounded Theory

Grounded theory aims to develop theories grounded in the data itself. It involves systematic data collection and analysis to construct theories from the ground up.

• Constant Comparison: Data is continually compared and analyzed during the research process.
• Inductive Reasoning: Theories emerge from the data rather than being imposed on it.
• Iterative Process: The research design evolves as the study progresses.

Applications: Commonly applied in sociology, nursing, and management studies to generate theories from empirical data.

Research design is the structural framework that outlines the systematic process and plan for conducting a study. It serves as the blueprint, guiding researchers on how to collect, analyze, and interpret data.

Exploratory, Descriptive, And Explanatory Designs

Exploratory design.

Exploratory research design is employed when a researcher aims to explore a relatively unknown subject or gain insights into a complex phenomenon.

• Flexibility: Allows for flexibility in data collection and analysis.
• Open-Ended Questions: Uses open-ended questions to gather a broad range of information.
• Preliminary Nature: Often used in the initial stages of research to formulate hypotheses.

Applications: Valuable in the early stages of investigation, especially when the researcher seeks a deeper understanding of a subject before formalizing research questions.

Descriptive Design

Descriptive research design focuses on portraying an accurate profile of a situation, group, or phenomenon.

• Structured Data Collection: Involves systematic and structured data collection methods.
• Objective Presentation: Aims to provide an unbiased and factual account of the subject.
• Quantitative or Qualitative Data: Can incorporate both types of data, depending on the research objectives.

Applications: Widely used in social sciences, marketing, and educational research to provide detailed and objective descriptions.

Explanatory Design

Explanatory research design aims to identify the causes and effects of a phenomenon, explaining the ‘why’ and ‘how’ behind observed relationships.

• Causal Relationships: Seeks to establish causal relationships between variables.
• Controlled Variables : Often involves controlling certain variables to isolate causal factors.
• Quantitative Analysis: Primarily relies on quantitative data analysis techniques.

Applications: Commonly employed in scientific studies and social sciences to delve into the underlying reasons behind observed patterns.

Cross-Sectional Vs. Longitudinal Designs

Cross-sectional design.

Cross-sectional designs collect data from participants at a single point in time.

• Snapshot View: Provides a snapshot of a population at a specific moment.
• Efficiency: More efficient in terms of time and resources.
• Limited Temporal Insights: Offers limited insights into changes over time.

Applications: Suitable for studying characteristics or behaviours that are stable or not expected to change rapidly.

Longitudinal Design

Longitudinal designs involve the collection of data from the same participants over an extended period.

• Temporal Sequence: Allows for the examination of changes over time.
• Causality Assessment: Facilitates the assessment of cause-and-effect relationships.
• Resource-Intensive: Requires more time and resources compared to cross-sectional designs.

Applications: Ideal for studying developmental processes, trends, or the impact of interventions over time.

Experimental Vs Non-experimental Designs

Experimental design.

Experimental designs involve manipulating variables under controlled conditions to observe the effect on another variable.

• Causality Inference: Enables the inference of cause-and-effect relationships.
• Quantitative Data: Primarily involves the collection and analysis of numerical data.

Applications: Commonly used in scientific studies, psychology, and medical research to establish causal relationships.

Non-Experimental Design

Non-experimental designs observe and describe phenomena without manipulating variables.

• Natural Settings: Data is often collected in natural settings without intervention.
• Descriptive or Correlational: Focuses on describing relationships or correlations between variables.
• Quantitative or Qualitative Data: This can involve either type of data, depending on the research approach.

Applications: Suitable for studying complex phenomena in real-world settings where manipulation may not be ethical or feasible.

Effective data collection is fundamental to the success of any research endeavour. 

Designing Effective Surveys

Objective Design:

• Clearly define the research objectives to guide the survey design.
• Craft questions that align with the study’s goals and avoid ambiguity.

Structured Format:

• Use a structured format with standardized questions for consistency.
• Include a mix of closed-ended and open-ended questions for detailed insights.

Pilot Testing:

• Conduct pilot tests to identify and rectify potential issues with survey design.
• Ensure clarity, relevance, and appropriateness of questions.

Sampling Strategy:

• Develop a robust sampling strategy to ensure a representative participant group.
• Consider random sampling or stratified sampling based on the research goals.

Conducting Interviews

Establishing Rapport:

• Build rapport with participants to create a comfortable and open environment.
• Clearly communicate the purpose of the interview and the value of participants’ input.

Open-Ended Questions:

• Frame open-ended questions to encourage detailed responses.
• Allow participants to express their thoughts and perspectives freely.

Active Listening:

• Practice active listening to understand areas and gather rich data.
• Avoid interrupting and maintain a non-judgmental stance during the interview.

Ethical Considerations:

• Obtain informed consent and assure participants of confidentiality.
• Be transparent about the study’s purpose and potential implications.

Observation

1. participant observation.

Immersive Participation:

• Actively immerse yourself in the setting or group being observed.
• Develop a deep understanding of behaviours, interactions, and context.

Field Notes:

• Maintain detailed and reflective field notes during observations.
• Document observed patterns, unexpected events, and participant reactions.

Ethical Awareness:

• Be conscious of ethical considerations, ensuring respect for participants.
• Balance the role of observer and participant to minimize bias.

2. Non-participant Observation

Objective Observation:

• Maintain a more detached and objective stance during non-participant observation.
• Focus on recording behaviours, events, and patterns without direct involvement.

Data Reliability:

• Enhance the reliability of data by reducing observer bias.
• Develop clear observation protocols and guidelines.

Contextual Understanding:

• Strive for a thorough understanding of the observed context.
• Consider combining non-participant observation with other methods for triangulation.

Archival Research

1. using existing data.

Identifying Relevant Archives:

• Locate and access archives relevant to the research topic.
• Collaborate with institutions or repositories holding valuable data.

Data Verification:

• Verify the accuracy and reliability of archived data.
• Cross-reference with other sources to ensure data integrity.

Ethical Use:

• Adhere to ethical guidelines when using existing data.
• Respect copyright and intellectual property rights.

2. Challenges and Considerations

Incomplete or Inaccurate Archives:

• Address the possibility of incomplete or inaccurate archival records.
• Acknowledge limitations and uncertainties in the data.

Temporal Bias:

• Recognize potential temporal biases in archived data.
• Consider the historical context and changes that may impact interpretation.

Access Limitations:

• Address potential limitations in accessing certain archives.
• Seek alternative sources or collaborate with institutions to overcome barriers.

Common Challenges in Research Methodology

Conducting research is a complex and dynamic process, often accompanied by a myriad of challenges. Addressing these challenges is crucial to ensure the reliability and validity of research findings.

Sampling Issues

Sampling bias:.

• The presence of sampling bias can lead to an unrepresentative sample, affecting the generalizability of findings.
• Employ random sampling methods and ensure the inclusion of diverse participants to reduce bias.

Sample Size Determination:

• Determining an appropriate sample size is a delicate balance. Too small a sample may lack statistical power, while an excessively large sample may strain resources.
• Conduct a power analysis to determine the optimal sample size based on the research objectives and expected effect size.

Data Quality And Validity

Measurement error:.

• Inaccuracies in measurement tools or data collection methods can introduce measurement errors, impacting the validity of results.
• Pilot test instruments, calibrate equipment, and use standardized measures to enhance the reliability of data.

Construct Validity:

• Ensuring that the chosen measures accurately capture the intended constructs is a persistent challenge.
• Use established measurement instruments and employ multiple measures to assess the same construct for triangulation.

Time And Resource Constraints

Timeline pressures:.

• Limited timeframes can compromise the depth and thoroughness of the research process.
• Develop a realistic timeline, prioritize tasks, and communicate expectations with stakeholders to manage time constraints effectively.

Resource Availability:

• Inadequate resources, whether financial or human, can impede the execution of research activities.
• Seek external funding, collaborate with other researchers, and explore alternative methods that require fewer resources.

Managing Bias in Research

Selection bias:.

• Selecting participants in a way that systematically skews the sample can introduce selection bias.
• Employ randomization techniques, use stratified sampling, and transparently report participant recruitment methods.

Confirmation Bias:

• Researchers may unintentionally favour information that confirms their preconceived beliefs or hypotheses.
• Adopt a systematic and open-minded approach, use blinded study designs, and engage in peer review to mitigate confirmation bias.

Tips On How To Write A Research Methodology

Conducting successful research relies not only on the application of sound methodologies but also on strategic planning and effective collaboration. Here are some tips to enhance the success of your research methodology:

Tip 1. Clear Research Objectives

Well-defined research objectives guide the entire research process. Clearly articulate the purpose of your study, outlining specific research questions or hypotheses.

Tip 2. Comprehensive Literature Review

A thorough literature review provides a foundation for understanding existing knowledge and identifying gaps. Invest time in reviewing relevant literature to inform your research design and methodology.

Tip 3. Detailed Research Plan

A detailed plan serves as a roadmap, ensuring all aspects of the research are systematically addressed. Develop a detailed research plan outlining timelines, milestones, and tasks.

Tip 4. Ethical Considerations

Ethical practices are fundamental to maintaining the integrity of research. Address ethical considerations early, obtain necessary approvals, and ensure participant rights are safeguarded.

Tip 5. Stay Updated On Methodologies

Research methodologies evolve, and staying updated is essential for employing the most effective techniques. Engage in continuous learning by attending workshops, conferences, and reading recent publications.

Tip 6. Adaptability In Methods

Unforeseen challenges may arise during research, necessitating adaptability in methods. Be flexible and willing to modify your approach when needed, ensuring the integrity of the study.

Tip 7. Iterative Approach

Research is often an iterative process, and refining methods based on ongoing findings enhance the study’s robustness. Regularly review and refine your research design and methods as the study progresses.

Frequently Asked Questions

What is the research methodology.

Research methodology is the systematic process of planning, executing, and evaluating scientific investigation. It encompasses the techniques, tools, and procedures used to collect, analyze, and interpret data, ensuring the reliability and validity of research findings.

What are the methodologies in research?

Research methodologies include qualitative and quantitative approaches. Qualitative methods involve in-depth exploration of non-numerical data, while quantitative methods use statistical analysis to examine numerical data. Mixed methods combine both approaches for a comprehensive understanding of research questions.

How to write research methodology?

To write a research methodology, clearly outline the study’s design, data collection, and analysis procedures. Specify research tools, participants, and sampling methods. Justify choices and discuss limitations. Ensure clarity, coherence, and alignment with research objectives for a robust methodology section.

How to write the methodology section of a research paper?

In the methodology section of a research paper, describe the study’s design, data collection, and analysis methods. Detail procedures, tools, participants, and sampling. Justify choices, address ethical considerations, and explain how the methodology aligns with research objectives, ensuring clarity and rigour.

What is mixed research methodology?

Mixed research methodology combines both qualitative and quantitative research approaches within a single study. This approach aims to enhance the details and depth of research findings by providing a more comprehensive understanding of the research problem or question.

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Defining the Question: Background and Foreground Questions

Background questions can help you develop foundational knowledge about whatever topic interests you..

Topic example: access to speech-language services for patients living in rural or outlying areas

Here are some examples of background questions related to the topic:

• How does one define "rural" or "outlying" area?
• What are the demographics (economic, gender, racial, etc.) of the rural/outlying areas being studied?
• What are common barriers and facilitators to accessing health care in rural/outlying regions?

The Find Background Information section of this guide lists useful sources for answering background questions.

Foreground questions are specific. They often deal with a particular therapy or intervention of interest.

A research question framework can help you organize the concepts in your foreground question. There are a number of different frameworks. The one you choose should correspond to the type of question you are asking.

• PICO ( P roblem/Population, I ntervention, C omparison, O utcome): The most common clinical question framework. Useful for clinical questions addressing the effect of an intervention, therapy, or treatment. 
• ECLIPSe (E xpectation, C lient Group, L ocation, I mpact, P rofessionals, Se rvice) : Useful for questions about policy and services.
• PCC ( P opulation/Problem, C oncept, C ontext): Useful for broad scoping questions.
• PEO ( P opulation, E xposure, O utcome): Useful for describing association between exposures/risk factors and outcomes.
• SPICE ( S etting, P erspective, I ntervention/phenomenon of Interest, C omparison, E valuation): Useful for evaluating the outcomes of a service, project, or intervention.
• SPIDER (S ample, P henomenon of I nterest, D esign, E valuation, R esearch Type): Useful for questions of experience or perspectives (questions that may be addressed by qualitative or mixed methods research).

PICO Framework Example

P (Population/Problem of Interest) = People with dysphagia

I (Intervention) = Lingual strengthening therapy

C (Comparison Intervention) = No lingual strengthening therapy

O (Outcome) = Reduction in swallowing difficulties

ECLIPSe Framework Example

E (Expectation) = To increase access to speech-language services

C  (Client Group) = People with speech problems living in rural communities

L  (Location of service or policy) = Hospitals

I  (Impact of service or policy) = Increased utilization of speech-language services by people with speech problems living in rural areas

P  (Professionals involved in offering the service or policy) = Speech-language pathologists, Hospital administrators

Se  (Service) = Speech-language services

PCC Framework Example

P  (Population characteristics or Problem focus) = Graduate students

C  (Concept being examined) = Technological literacy

C  (Context for the question - could include geographic location, setting of interest, etc.) = Speech-language pathology programs

PEO Example

P  (Population) = Novice speech-language pathologists

E  (Exposure)=Mentoring programs

O  (Outcome)=Professional confidence

SPICE Example

S  (Setting) = Speech-language pathology graduate programs

P  (Perspective) = New speech-language pathology graduate students

I  (Intervention/Interest/Exposure) = Mindfulness training

C  (Comparison) = No mindfulness training

E  (Evaluation) = Reduced stress levels

SPIDER Example

S  (Sample, i.e. the group being studied) = Speech-language pathology interns

PI  Phenomenon of Interest, i.e., the reason for the behavior or decisions) = Clinical placements in extended care facilities

D  (Design, i.e. how the research was collected) = Surveys and interviews

E  (Evaluation, i.e. the outcome being impacted) = Experiences and attitudes

R  (Research type) = Qualitative, quantitative, or mixed methods

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How To Choose Your Research Methodology

Qualitative vs quantitative vs mixed methods.

By: Derek Jansen (MBA). Expert Reviewed By: Dr Eunice Rautenbach | June 2021

Without a doubt, one of the most common questions we receive at Grad Coach is “ How do I choose the right methodology for my research? ”. It’s easy to see why – with so many options on the research design table, it’s easy to get intimidated, especially with all the complex lingo!

In this post, we’ll explain the three overarching types of research – qualitative, quantitative and mixed methods – and how you can go about choosing the best methodological approach for your research.

Overview: Choosing Your Methodology

Understanding the options – Qualitative research – Quantitative research – Mixed methods-based research

Choosing a research methodology – Nature of the research – Research area norms – Practicalities

1. Understanding the options

Before we jump into the question of how to choose a research methodology, it’s useful to take a step back to understand the three overarching types of research – qualitative , quantitative and mixed methods -based research. Each of these options takes a different methodological approach.

Qualitative research utilises data that is not numbers-based. In other words, qualitative research focuses on words , descriptions , concepts or ideas – while quantitative research makes use of numbers and statistics. Qualitative research investigates the “softer side” of things to explore and describe, while quantitative research focuses on the “hard numbers”, to measure differences between variables and the relationships between them.

Importantly, qualitative research methods are typically used to explore and gain a deeper understanding of the complexity of a situation – to draw a rich picture . In contrast to this, quantitative methods are usually used to confirm or test hypotheses . In other words, they have distinctly different purposes. The table below highlights a few of the key differences between qualitative and quantitative research – you can learn more about the differences here.

• Uses an inductive approach
• Is used to build theories
• Takes a subjective approach
• Adopts an open and flexible approach
• The researcher is close to the respondents
• Interviews and focus groups are oftentimes used to collect word-based data.
• Generally, draws on small sample sizes
• Uses qualitative data analysis techniques (e.g. content analysis , thematic analysis , etc)
• Uses a deductive approach
• Is used to test theories
• Takes an objective approach
• Adopts a closed, highly planned approach
• The research is disconnected from respondents
• Surveys or laboratory equipment are often used to collect number-based data.
• Generally, requires large sample sizes
• Uses statistical analysis techniques to make sense of the data

Mixed methods -based research, as you’d expect, attempts to bring these two types of research together, drawing on both qualitative and quantitative data. Quite often, mixed methods-based studies will use qualitative research to explore a situation and develop a potential model of understanding (this is called a conceptual framework), and then go on to use quantitative methods to test that model empirically.

In other words, while qualitative and quantitative methods (and the philosophies that underpin them) are completely different, they are not at odds with each other. It’s not a competition of qualitative vs quantitative. On the contrary, they can be used together to develop a high-quality piece of research. Of course, this is easier said than done, so we usually recommend that first-time researchers stick to a single approach , unless the nature of their study truly warrants a mixed-methods approach.

The key takeaway here, and the reason we started by looking at the three options, is that it’s important to understand that each methodological approach has a different purpose – for example, to explore and understand situations (qualitative), to test and measure (quantitative) or to do both. They’re not simply alternative tools for the same job. 

Right – now that we’ve got that out of the way, let’s look at how you can go about choosing the right methodology for your research.

2. How to choose a research methodology

To choose the right research methodology for your dissertation or thesis, you need to consider three important factors . Based on these three factors, you can decide on your overarching approach – qualitative, quantitative or mixed methods. Once you’ve made that decision, you can flesh out the finer details of your methodology, such as the sampling , data collection methods and analysis techniques (we discuss these separately in other posts ).

The three factors you need to consider are:

• The nature of your research aims, objectives and research questions
• The methodological approaches taken in the existing literature
• Practicalities and constraints

Let’s take a look at each of these.

Factor #1: The nature of your research

As I mentioned earlier, each type of research (and therefore, research methodology), whether qualitative, quantitative or mixed, has a different purpose and helps solve a different type of question. So, it’s logical that the key deciding factor in terms of which research methodology you adopt is the nature of your research aims, objectives and research questions .

But, what types of research exist?

Broadly speaking, research can fall into one of three categories:

• Exploratory – getting a better understanding of an issue and potentially developing a theory regarding it
• Confirmatory – confirming a potential theory or hypothesis by testing it empirically
• A mix of both – building a potential theory or hypothesis and then testing it

As a rule of thumb, exploratory research tends to adopt a qualitative approach , whereas confirmatory research tends to use quantitative methods . This isn’t set in stone, but it’s a very useful heuristic. Naturally then, research that combines a mix of both, or is seeking to develop a theory from the ground up and then test that theory, would utilize a mixed-methods approach.

Let’s look at an example in action.

If your research aims were to understand the perspectives of war veterans regarding certain political matters, you’d likely adopt a qualitative methodology, making use of interviews to collect data and one or more qualitative data analysis methods to make sense of the data.

If, on the other hand, your research aims involved testing a set of hypotheses regarding the link between political leaning and income levels, you’d likely adopt a quantitative methodology, using numbers-based data from a survey to measure the links between variables and/or constructs .

So, the first (and most important thing) thing you need to consider when deciding which methodological approach to use for your research project is the nature of your research aims , objectives and research questions. Specifically, you need to assess whether your research leans in an exploratory or confirmatory direction or involves a mix of both.

The importance of achieving solid alignment between these three factors and your methodology can’t be overstated. If they’re misaligned, you’re going to be forcing a square peg into a round hole. In other words, you’ll be using the wrong tool for the job, and your research will become a disjointed mess.

If your research is a mix of both exploratory and confirmatory, but you have a tight word count limit, you may need to consider trimming down the scope a little and focusing on one or the other. One methodology executed well has a far better chance of earning marks than a poorly executed mixed methods approach. So, don’t try to be a hero, unless there is a very strong underpinning logic.

Need a helping hand?

Factor #2: The disciplinary norms

Choosing the right methodology for your research also involves looking at the approaches used by other researchers in the field, and studies with similar research aims and objectives to yours. Oftentimes, within a discipline, there is a common methodological approach (or set of approaches) used in studies. While this doesn’t mean you should follow the herd “just because”, you should at least consider these approaches and evaluate their merit within your context.

A major benefit of reviewing the research methodologies used by similar studies in your field is that you can often piggyback on the data collection techniques that other (more experienced) researchers have developed. For example, if you’re undertaking a quantitative study, you can often find tried and tested survey scales with high Cronbach’s alphas. These are usually included in the appendices of journal articles, so you don’t even have to contact the original authors. By using these, you’ll save a lot of time and ensure that your study stands on the proverbial “shoulders of giants” by using high-quality measurement instruments .

Of course, when reviewing existing literature, keep point #1 front of mind. In other words, your methodology needs to align with your research aims, objectives and questions. Don’t fall into the trap of adopting the methodological “norm” of other studies just because it’s popular. Only adopt that which is relevant to your research.

Factor #3: Practicalities

When choosing a research methodology, there will always be a tension between doing what’s theoretically best (i.e., the most scientifically rigorous research design ) and doing what’s practical , given your constraints . This is the nature of doing research and there are always trade-offs, as with anything else.

But what constraints, you ask?

When you’re evaluating your methodological options, you need to consider the following constraints:

• Data access
• Equipment and software
• Your knowledge and skills

Let’s look at each of these.

Constraint #1: Data access

The first practical constraint you need to consider is your access to data . If you’re going to be undertaking primary research , you need to think critically about the sample of respondents you realistically have access to. For example, if you plan to use in-person interviews , you need to ask yourself how many people you’ll need to interview, whether they’ll be agreeable to being interviewed, where they’re located, and so on.

If you’re wanting to undertake a quantitative approach using surveys to collect data, you’ll need to consider how many responses you’ll require to achieve statistically significant results. For many statistical tests, a sample of a few hundred respondents is typically needed to develop convincing conclusions.

So, think carefully about what data you’ll need access to, how much data you’ll need and how you’ll collect it. The last thing you want is to spend a huge amount of time on your research only to find that you can’t get access to the required data.

Constraint #2: Time

The next constraint is time. If you’re undertaking research as part of a PhD, you may have a fairly open-ended time limit, but this is unlikely to be the case for undergrad and Masters-level projects. So, pay attention to your timeline, as the data collection and analysis components of different methodologies have a major impact on time requirements . Also, keep in mind that these stages of the research often take a lot longer than originally anticipated.

Another practical implication of time limits is that it will directly impact which time horizon you can use – i.e. longitudinal vs cross-sectional . For example, if you’ve got a 6-month limit for your entire research project, it’s quite unlikely that you’ll be able to adopt a longitudinal time horizon. 

Constraint #3: Money

As with so many things, money is another important constraint you’ll need to consider when deciding on your research methodology. While some research designs will cost near zero to execute, others may require a substantial budget .

Some of the costs that may arise include:

• Software costs – e.g. survey hosting services, analysis software, etc.
• Promotion costs – e.g. advertising a survey to attract respondents
• Incentive costs – e.g. providing a prize or cash payment incentive to attract respondents
• Equipment rental costs – e.g. recording equipment, lab equipment, etc.
• Travel costs
• Food & beverages

These are just a handful of costs that can creep into your research budget. Like most projects, the actual costs tend to be higher than the estimates, so be sure to err on the conservative side and expect the unexpected. It’s critically important that you’re honest with yourself about these costs, or you could end up getting stuck midway through your project because you’ve run out of money.

Constraint #4: Equipment & software

Another practical consideration is the hardware and/or software you’ll need in order to undertake your research. Of course, this variable will depend on the type of data you’re collecting and analysing. For example, you may need lab equipment to analyse substances, or you may need specific analysis software to analyse statistical data. So, be sure to think about what hardware and/or software you’ll need for each potential methodological approach, and whether you have access to these.

Constraint #5: Your knowledge and skillset

The final practical constraint is a big one. Naturally, the research process involves a lot of learning and development along the way, so you will accrue knowledge and skills as you progress. However, when considering your methodological options, you should still consider your current position on the ladder.

Some of the questions you should ask yourself are:

• Am I more of a “numbers person” or a “words person”?
• How much do I know about the analysis methods I’ll potentially use (e.g. statistical analysis)?
• How much do I know about the software and/or hardware that I’ll potentially use?
• How excited am I to learn new research skills and gain new knowledge?
• How much time do I have to learn the things I need to learn?

Answering these questions honestly will provide you with another set of criteria against which you can evaluate the research methodology options you’ve shortlisted.

So, as you can see, there is a wide range of practicalities and constraints that you need to take into account when you’re deciding on a research methodology. These practicalities create a tension between the “ideal” methodology and the methodology that you can realistically pull off. This is perfectly normal, and it’s your job to find the option that presents the best set of trade-offs.

Recap: Choosing a methodology

In this post, we’ve discussed how to go about choosing a research methodology. The three major deciding factors we looked at were:

• Exploratory
• Confirmatory
• Combination
• Research area norms
• Hardware and software
• Your knowledge and skillset

If you have any questions, feel free to leave a comment below. If you’d like a helping hand with your research methodology, check out our 1-on-1 research coaching service , or book a free consultation with a friendly Grad Coach.

Psst... there’s more!

This post was based on one of our popular Research Bootcamps . If you're working on a research project, you'll definitely want to check this out ...

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Very useful and informative especially for beginners

Nice article! I’m a beginner in the field of cybersecurity research. I am a Telecom and Network Engineer and Also aiming for PhD scholarship.

I find the article very informative especially for my decitation it has been helpful and an eye opener.

Hi I am Anna ,

I am a PHD candidate in the area of cyber security, maybe we can link up

The Examples shows by you, for sure they are really direct me and others to knows and practices the Research Design and prepration.

I found the post very informative and practical.

I struggle so much with designs of the research for sure!

I’m the process of constructing my research design and I want to know if the data analysis I plan to present in my thesis defense proposal possibly change especially after I gathered the data already.

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Home » Questionnaire – Definition, Types, and Examples

Questionnaire – Definition, Types, and Examples

Table of Contents

Questionnaire

Definition:

A Questionnaire is a research tool or survey instrument that consists of a set of questions or prompts designed to gather information from individuals or groups of people.

It is a standardized way of collecting data from a large number of people by asking them a series of questions related to a specific topic or research objective. The questions may be open-ended or closed-ended, and the responses can be quantitative or qualitative. Questionnaires are widely used in research, marketing, social sciences, healthcare, and many other fields to collect data and insights from a target population.

History of Questionnaire

The history of questionnaires can be traced back to the ancient Greeks, who used questionnaires as a means of assessing public opinion. However, the modern history of questionnaires began in the late 19th century with the rise of social surveys.

The first social survey was conducted in the United States in 1874 by Francis A. Walker, who used a questionnaire to collect data on labor conditions. In the early 20th century, questionnaires became a popular tool for conducting social research, particularly in the fields of sociology and psychology.

One of the most influential figures in the development of the questionnaire was the psychologist Raymond Cattell, who in the 1940s and 1950s developed the personality questionnaire, a standardized instrument for measuring personality traits. Cattell’s work helped establish the questionnaire as a key tool in personality research.

In the 1960s and 1970s, the use of questionnaires expanded into other fields, including market research, public opinion polling, and health surveys. With the rise of computer technology, questionnaires became easier and more cost-effective to administer, leading to their widespread use in research and business settings.

Today, questionnaires are used in a wide range of settings, including academic research, business, healthcare, and government. They continue to evolve as a research tool, with advances in computer technology and data analysis techniques making it easier to collect and analyze data from large numbers of participants.

Types of Questionnaire

Types of Questionnaires are as follows:

Structured Questionnaire

This type of questionnaire has a fixed format with predetermined questions that the respondent must answer. The questions are usually closed-ended, which means that the respondent must select a response from a list of options.

Unstructured Questionnaire

An unstructured questionnaire does not have a fixed format or predetermined questions. Instead, the interviewer or researcher can ask open-ended questions to the respondent and let them provide their own answers.

Open-ended Questionnaire

An open-ended questionnaire allows the respondent to answer the question in their own words, without any pre-determined response options. The questions usually start with phrases like “how,” “why,” or “what,” and encourage the respondent to provide more detailed and personalized answers.

Close-ended Questionnaire

In a closed-ended questionnaire, the respondent is given a set of predetermined response options to choose from. This type of questionnaire is easier to analyze and summarize, but may not provide as much insight into the respondent’s opinions or attitudes.

Mixed Questionnaire

A mixed questionnaire is a combination of open-ended and closed-ended questions. This type of questionnaire allows for more flexibility in terms of the questions that can be asked, and can provide both quantitative and qualitative data.

Pictorial Questionnaire:

In a pictorial questionnaire, instead of using words to ask questions, the questions are presented in the form of pictures, diagrams or images. This can be particularly useful for respondents who have low literacy skills, or for situations where language barriers exist. Pictorial questionnaires can also be useful in cross-cultural research where respondents may come from different language backgrounds.

Types of Questions in Questionnaire

The types of Questions in Questionnaire are as follows:

Multiple Choice Questions

These questions have several options for participants to choose from. They are useful for getting quantitative data and can be used to collect demographic information.

• a. Red b . Blue c. Green d . Yellow

Rating Scale Questions

These questions ask participants to rate something on a scale (e.g. from 1 to 10). They are useful for measuring attitudes and opinions.

• On a scale of 1 to 10, how likely are you to recommend this product to a friend?

Open-Ended Questions

These questions allow participants to answer in their own words and provide more in-depth and detailed responses. They are useful for getting qualitative data.

• What do you think are the biggest challenges facing your community?

Likert Scale Questions

These questions ask participants to rate how much they agree or disagree with a statement. They are useful for measuring attitudes and opinions.

How strongly do you agree or disagree with the following statement:

“I enjoy exercising regularly.”

• a . Strongly Agree
• c . Neither Agree nor Disagree
• d . Disagree
• e . Strongly Disagree

Demographic Questions

These questions ask about the participant’s personal information such as age, gender, ethnicity, education level, etc. They are useful for segmenting the data and analyzing results by demographic groups.

• What is your age?

Yes/No Questions

These questions only have two options: Yes or No. They are useful for getting simple, straightforward answers to a specific question.

Have you ever traveled outside of your home country?

Ranking Questions

These questions ask participants to rank several items in order of preference or importance. They are useful for measuring priorities or preferences.

Please rank the following factors in order of importance when choosing a restaurant:

• a. Quality of Food
• c. Ambiance
• d. Location

Matrix Questions

These questions present a matrix or grid of options that participants can choose from. They are useful for getting data on multiple variables at once.

Dichotomous Questions

These questions present two options that are opposite or contradictory. They are useful for measuring binary or polarized attitudes.

Do you support the death penalty?

How to Make a Questionnaire

Step-by-Step Guide for Making a Questionnaire:

• Define your research objectives: Before you start creating questions, you need to define the purpose of your questionnaire and what you hope to achieve from the data you collect.
• Choose the appropriate question types: Based on your research objectives, choose the appropriate question types to collect the data you need. Refer to the types of questions mentioned earlier for guidance.
• Develop questions: Develop clear and concise questions that are easy for participants to understand. Avoid leading or biased questions that might influence the responses.
• Organize questions: Organize questions in a logical and coherent order, starting with demographic questions followed by general questions, and ending with specific or sensitive questions.
• Pilot the questionnaire : Test your questionnaire on a small group of participants to identify any flaws or issues with the questions or the format.
• Refine the questionnaire : Based on feedback from the pilot, refine and revise the questionnaire as necessary to ensure that it is valid and reliable.
• Distribute the questionnaire: Distribute the questionnaire to your target audience using a method that is appropriate for your research objectives, such as online surveys, email, or paper surveys.
• Collect and analyze data: Collect the completed questionnaires and analyze the data using appropriate statistical methods. Draw conclusions from the data and use them to inform decision-making or further research.
• Report findings: Present your findings in a clear and concise report, including a summary of the research objectives, methodology, key findings, and recommendations.

Questionnaire Administration Modes

There are several modes of questionnaire administration. The choice of mode depends on the research objectives, sample size, and available resources. Some common modes of administration include:

• Self-administered paper questionnaires: Participants complete the questionnaire on paper, either in person or by mail. This mode is relatively low cost and easy to administer, but it may result in lower response rates and greater potential for errors in data entry.
• Online questionnaires: Participants complete the questionnaire on a website or through email. This mode is convenient for both researchers and participants, as it allows for fast and easy data collection. However, it may be subject to issues such as low response rates, lack of internet access, and potential for fraudulent responses.
• Telephone surveys: Trained interviewers administer the questionnaire over the phone. This mode allows for a large sample size and can result in higher response rates, but it is also more expensive and time-consuming than other modes.
• Face-to-face interviews : Trained interviewers administer the questionnaire in person. This mode allows for a high degree of control over the survey environment and can result in higher response rates, but it is also more expensive and time-consuming than other modes.
• Mixed-mode surveys: Researchers use a combination of two or more modes to administer the questionnaire, such as using online questionnaires for initial screening and following up with telephone interviews for more detailed information. This mode can help overcome some of the limitations of individual modes, but it requires careful planning and coordination.

Example of Questionnaire

Title of the Survey: Customer Satisfaction Survey

Introduction:

We appreciate your business and would like to ensure that we are meeting your needs. Please take a few minutes to complete this survey so that we can better understand your experience with our products and services. Your feedback is important to us and will help us improve our offerings.

Instructions:

Please read each question carefully and select the response that best reflects your experience. If you have any additional comments or suggestions, please feel free to include them in the space provided at the end of the survey.

1. How satisfied are you with our product quality?

• Very satisfied
• Somewhat satisfied
• Somewhat dissatisfied
• Very dissatisfied

2. How satisfied are you with our customer service?

3. How satisfied are you with the price of our products?

4. How likely are you to recommend our products to others?

• Very likely
• Somewhat likely
• Somewhat unlikely
• Very unlikely

5. How easy was it to find the information you were looking for on our website?

• Somewhat easy
• Somewhat difficult
• Very difficult

6. How satisfied are you with the overall experience of using our products and services?

7. Is there anything that you would like to see us improve upon or change in the future?

…………………………………………………………………………………………………………………………..

Conclusion:

Thank you for taking the time to complete this survey. Your feedback is valuable to us and will help us improve our products and services. If you have any further comments or concerns, please do not hesitate to contact us.

Applications of Questionnaire

Some common applications of questionnaires include:

• Research : Questionnaires are commonly used in research to gather information from participants about their attitudes, opinions, behaviors, and experiences. This information can then be analyzed and used to draw conclusions and make inferences.
• Healthcare : In healthcare, questionnaires can be used to gather information about patients’ medical history, symptoms, and lifestyle habits. This information can help healthcare professionals diagnose and treat medical conditions more effectively.
• Marketing : Questionnaires are commonly used in marketing to gather information about consumers’ preferences, buying habits, and opinions on products and services. This information can help businesses develop and market products more effectively.
• Human Resources: Questionnaires are used in human resources to gather information from job applicants, employees, and managers about job satisfaction, performance, and workplace culture. This information can help organizations improve their hiring practices, employee retention, and organizational culture.
• Education : Questionnaires are used in education to gather information from students, teachers, and parents about their perceptions of the educational experience. This information can help educators identify areas for improvement and develop more effective teaching strategies.

Purpose of Questionnaire

Some common purposes of questionnaires include:

• To collect information on attitudes, opinions, and beliefs: Questionnaires can be used to gather information on people’s attitudes, opinions, and beliefs on a particular topic. For example, a questionnaire can be used to gather information on people’s opinions about a particular political issue.
• To collect demographic information: Questionnaires can be used to collect demographic information such as age, gender, income, education level, and occupation. This information can be used to analyze trends and patterns in the data.
• To measure behaviors or experiences: Questionnaires can be used to gather information on behaviors or experiences such as health-related behaviors or experiences, job satisfaction, or customer satisfaction.
• To evaluate programs or interventions: Questionnaires can be used to evaluate the effectiveness of programs or interventions by gathering information on participants’ experiences, opinions, and behaviors.
• To gather information for research: Questionnaires can be used to gather data for research purposes on a variety of topics.

When to use Questionnaire

Here are some situations when questionnaires might be used:

• When you want to collect data from a large number of people: Questionnaires are useful when you want to collect data from a large number of people. They can be distributed to a wide audience and can be completed at the respondent’s convenience.
• When you want to collect data on specific topics: Questionnaires are useful when you want to collect data on specific topics or research questions. They can be designed to ask specific questions and can be used to gather quantitative data that can be analyzed statistically.
• When you want to compare responses across groups: Questionnaires are useful when you want to compare responses across different groups of people. For example, you might want to compare responses from men and women, or from people of different ages or educational backgrounds.
• When you want to collect data anonymously: Questionnaires can be useful when you want to collect data anonymously. Respondents can complete the questionnaire without fear of judgment or repercussions, which can lead to more honest and accurate responses.
• When you want to save time and resources: Questionnaires can be more efficient and cost-effective than other methods of data collection such as interviews or focus groups. They can be completed quickly and easily, and can be analyzed using software to save time and resources.

Characteristics of Questionnaire

Here are some of the characteristics of questionnaires:

• Standardization : Questionnaires are standardized tools that ask the same questions in the same order to all respondents. This ensures that all respondents are answering the same questions and that the responses can be compared and analyzed.
• Objectivity : Questionnaires are designed to be objective, meaning that they do not contain leading questions or bias that could influence the respondent’s answers.
• Predefined responses: Questionnaires typically provide predefined response options for the respondents to choose from, which helps to standardize the responses and make them easier to analyze.
• Quantitative data: Questionnaires are designed to collect quantitative data, meaning that they provide numerical or categorical data that can be analyzed using statistical methods.
• Convenience : Questionnaires are convenient for both the researcher and the respondents. They can be distributed and completed at the respondent’s convenience and can be easily administered to a large number of people.
• Anonymity : Questionnaires can be anonymous, which can encourage respondents to answer more honestly and provide more accurate data.
• Reliability : Questionnaires are designed to be reliable, meaning that they produce consistent results when administered multiple times to the same group of people.
• Validity : Questionnaires are designed to be valid, meaning that they measure what they are intended to measure and are not influenced by other factors.

Advantage of Questionnaire

Some Advantage of Questionnaire are as follows:

• Standardization: Questionnaires allow researchers to ask the same questions to all participants in a standardized manner. This helps ensure consistency in the data collected and eliminates potential bias that might arise if questions were asked differently to different participants.
• Efficiency: Questionnaires can be administered to a large number of people at once, making them an efficient way to collect data from a large sample.
• Anonymity: Participants can remain anonymous when completing a questionnaire, which may make them more likely to answer honestly and openly.
• Cost-effective: Questionnaires can be relatively inexpensive to administer compared to other research methods, such as interviews or focus groups.
• Objectivity: Because questionnaires are typically designed to collect quantitative data, they can be analyzed objectively without the influence of the researcher’s subjective interpretation.
• Flexibility: Questionnaires can be adapted to a wide range of research questions and can be used in various settings, including online surveys, mail surveys, or in-person interviews.

Limitations of Questionnaire

Limitations of Questionnaire are as follows:

• Limited depth: Questionnaires are typically designed to collect quantitative data, which may not provide a complete understanding of the topic being studied. Questionnaires may miss important details and nuances that could be captured through other research methods, such as interviews or observations.
• R esponse bias: Participants may not always answer questions truthfully or accurately, either because they do not remember or because they want to present themselves in a particular way. This can lead to response bias, which can affect the validity and reliability of the data collected.
• Limited flexibility: While questionnaires can be adapted to a wide range of research questions, they may not be suitable for all types of research. For example, they may not be appropriate for studying complex phenomena or for exploring participants’ experiences and perceptions in-depth.
• Limited context: Questionnaires typically do not provide a rich contextual understanding of the topic being studied. They may not capture the broader social, cultural, or historical factors that may influence participants’ responses.
• Limited control : Researchers may not have control over how participants complete the questionnaire, which can lead to variations in response quality or consistency.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Types of Research – Explained with Examples

• By DiscoverPhDs
• October 2, 2020

Types of Research

Research is about using established methods to investigate a problem or question in detail with the aim of generating new knowledge about it.

It is a vital tool for scientific advancement because it allows researchers to prove or refute hypotheses based on clearly defined parameters, environments and assumptions. Due to this, it enables us to confidently contribute to knowledge as it allows research to be verified and replicated.

Knowing the types of research and what each of them focuses on will allow you to better plan your project, utilises the most appropriate methodologies and techniques and better communicate your findings to other researchers and supervisors.

Classification of Types of Research

There are various types of research that are classified according to their objective, depth of study, analysed data, time required to study the phenomenon and other factors. It’s important to note that a research project will not be limited to one type of research, but will likely use several.

According to its Purpose

Theoretical research.

Theoretical research, also referred to as pure or basic research, focuses on generating knowledge , regardless of its practical application. Here, data collection is used to generate new general concepts for a better understanding of a particular field or to answer a theoretical research question.

Results of this kind are usually oriented towards the formulation of theories and are usually based on documentary analysis, the development of mathematical formulas and the reflection of high-level researchers.

Applied Research

Here, the goal is to find strategies that can be used to address a specific research problem. Applied research draws on theory to generate practical scientific knowledge, and its use is very common in STEM fields such as engineering, computer science and medicine.

This type of research is subdivided into two types:

• Technological applied research : looks towards improving efficiency in a particular productive sector through the improvement of processes or machinery related to said productive processes.
• Scientific applied research : has predictive purposes. Through this type of research design, we can measure certain variables to predict behaviours useful to the goods and services sector, such as consumption patterns and viability of commercial projects.

According to your Depth of Scope

Exploratory research.

Exploratory research is used for the preliminary investigation of a subject that is not yet well understood or sufficiently researched. It serves to establish a frame of reference and a hypothesis from which an in-depth study can be developed that will enable conclusive results to be generated.

Because exploratory research is based on the study of little-studied phenomena, it relies less on theory and more on the collection of data to identify patterns that explain these phenomena.

Descriptive Research

The primary objective of descriptive research is to define the characteristics of a particular phenomenon without necessarily investigating the causes that produce it.

In this type of research, the researcher must take particular care not to intervene in the observed object or phenomenon, as its behaviour may change if an external factor is involved.

Explanatory Research

Explanatory research is the most common type of research method and is responsible for establishing cause-and-effect relationships that allow generalisations to be extended to similar realities. It is closely related to descriptive research, although it provides additional information about the observed object and its interactions with the environment.

Correlational Research

The purpose of this type of scientific research is to identify the relationship between two or more variables. A correlational study aims to determine whether a variable changes, how much the other elements of the observed system change.

According to the Type of Data Used

Qualitative research.

Qualitative methods are often used in the social sciences to collect, compare and interpret information, has a linguistic-semiotic basis and is used in techniques such as discourse analysis, interviews, surveys, records and participant observations.

In order to use statistical methods to validate their results, the observations collected must be evaluated numerically. Qualitative research, however, tends to be subjective, since not all data can be fully controlled. Therefore, this type of research design is better suited to extracting meaning from an event or phenomenon (the ‘why’) than its cause (the ‘how’).

Quantitative Research

Quantitative research study delves into a phenomena through quantitative data collection and using mathematical, statistical and computer-aided tools to measure them . This allows generalised conclusions to be projected over time.

According to the Degree of Manipulation of Variables

Experimental research.

It is about designing or replicating a phenomenon whose variables are manipulated under strictly controlled conditions in order to identify or discover its effect on another independent variable or object. The phenomenon to be studied is measured through study and control groups, and according to the guidelines of the scientific method.

Non-Experimental Research

Also known as an observational study, it focuses on the analysis of a phenomenon in its natural context. As such, the researcher does not intervene directly, but limits their involvement to measuring the variables required for the study. Due to its observational nature, it is often used in descriptive research.

Quasi-Experimental Research

It controls only some variables of the phenomenon under investigation and is therefore not entirely experimental. In this case, the study and the focus group cannot be randomly selected, but are chosen from existing groups or populations . This is to ensure the collected data is relevant and that the knowledge, perspectives and opinions of the population can be incorporated into the study.

According to the Type of Inference

Deductive investigation.

In this type of research, reality is explained by general laws that point to certain conclusions; conclusions are expected to be part of the premise of the research problem and considered correct if the premise is valid and the inductive method is applied correctly.

Inductive Research

In this type of research, knowledge is generated from an observation to achieve a generalisation. It is based on the collection of specific data to develop new theories.

Hypothetical-Deductive Investigation

It is based on observing reality to make a hypothesis, then use deduction to obtain a conclusion and finally verify or reject it through experience.

According to the Time in Which it is Carried Out

Longitudinal study (also referred to as diachronic research).

It is the monitoring of the same event, individual or group over a defined period of time. It aims to track changes in a number of variables and see how they evolve over time. It is often used in medical, psychological and social areas .

Cross-Sectional Study (also referred to as Synchronous Research)

Cross-sectional research design is used to observe phenomena, an individual or a group of research subjects at a given time.

According to The Sources of Information

Primary research.

This fundamental research type is defined by the fact that the data is collected directly from the source, that is, it consists of primary, first-hand information.

Secondary research

Unlike primary research, secondary research is developed with information from secondary sources, which are generally based on scientific literature and other documents compiled by another researcher.

According to How the Data is Obtained

Documentary (cabinet).

Documentary research, or secondary sources, is based on a systematic review of existing sources of information on a particular subject. This type of scientific research is commonly used when undertaking literature reviews or producing a case study.

Field research study involves the direct collection of information at the location where the observed phenomenon occurs.

From Laboratory

Laboratory research is carried out in a controlled environment in order to isolate a dependent variable and establish its relationship with other variables through scientific methods.

Mixed-Method: Documentary, Field and/or Laboratory

Mixed research methodologies combine results from both secondary (documentary) sources and primary sources through field or laboratory research.

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Method vs Methodology: What are the Key Differences?

Explore the key differences between method and methodology in research. Learn how to effectively apply these concepts for rigorous and impactful results.

Kate Windsor

Jun 23, 2024

Introduction 

Have you ever found yourself confused about the terms "method" and "methodology" while conducting research or writing a scientific paper ? You're not alone. Many researchers, students, and professionals often use these terms (methodology and method) interchangeably, but they actually have distinct meanings and implications. 

In this article, we'll explore the key differences between method vs methodology, and why understanding this distinction is crucial for effective research and writing, especially when trying to answer your research question.

What is a Method?

A method including research method refers to a specific procedure, technique, or tool used to collect, analyze, or interpret data within a research study. It is a concrete, well-defined set of steps that researchers use to gather and process information to support or reject the research hypothesis.

Methods are often specific to a particular discipline or field of study, and they can be either quantitative methods (involving numerical data and statistical analysis) or qualitative methods (involving non-numerical data, such as observations or interviews).

Examples of methods include surveys, experiments, case studies, and statistical analysis techniques, such as regression or factor analysis. These are all examples of when to use specific methods to collect your data and conduct your research. For more information on different types of research, check out our article on theoretical vs. applied research .

What is a Methodology?

In contrast to a method, a methodology refers to the overarching approach to both quantitative research and qualitative research. It encompasses the overall strategy, design, and philosophical assumptions that guide the selection and application of specific methods.

A methodology provides a framework for understanding the research topic, formulating research questions, and interpreting the findings. It considers factors such as the researcher's theoretical perspective, the nature of the research problem, and the intended audience for the research. 

Examples of methodologies include grounded theory, ethnography, phenomenology, and action research. These methodologies serve as a justification for using a particular set of methods to conduct your research and answer your research question. If you're a PhD student looking to strengthen your research skills, our writing tips for PhD students may be helpful.

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Key Differences between Method and Methodology

• Scope and focus: A method focuses on the specific tools and techniques used to collect and analyze data, while a methodology encompasses the broader approach to a particular research, including the philosophical assumptions and theoretical perspectives that guide choice of methods.
• Level of abstraction: Methods are concrete and specific, providing a step-by-step guide for data collection and analysis methods. Methodologies, on the other hand, are more abstract and conceptual, dealing with the overarching principles and strategies that inform the research process.
• Role in the research process: Methods are applied during the data collection and analysis stages of research, while methodologies shape the entire research process, from the formulation of the research question to the interpretation of the findings. Understanding this difference is essential when writing a research proposal or a research paper in your research approach.
• Flexibility and adaptability: While methods are often fixed and standardized, methodologies can be more flexible and adaptable to the specific needs and contexts of a research study. Researchers may combine or modify methodologies to better suit their research aims or objectives and the nature of the problem being investigated.

The Importance of Understanding the Difference Understanding the difference between method and methodology is crucial for several reasons:

• Clarity in research design and communication: Clearly distinguishing between methods and methodologies helps researchers design more coherent and rigorous studies. It also enables them to communicate their research effectively to others, including peers, funding agencies, and the wider public. If you struggle with writing efficiently, our article on how to write faster may offer some useful strategies.
• Proper selection and application of methods and methodologies: By understanding the distinction between methods and methodologies, researchers can more effectively select and apply the appropriate tools and approaches for their specific research goals. This helps ensure that the research is valid, reliable, and relevant to the problem being investigated.
• Implications for the quality and reliability of research findings: Confusing methods and methodologies can lead to inconsistencies, errors, or limitations in the research process, which can ultimately affect the quality and reliability of the findings. By properly understanding and applying these concepts, researchers can produce more robust and trustworthy results. The use of AI in research is also becoming increasingly important for enhancing the accuracy and efficiency of data analysis.

Real-World Examples

Let's consider a couple of examples to illustrate the difference between method and methodology in practice:

**Example 1:  **A researcher wants to investigate the impact of social media on adolescent mental health. The researcher's methodology may be a mixed-methods approach, combining quantitative surveys with qualitative interviews to gain a comprehensive understanding of the issue.

The specific methods used could include an online questionnaire to collect data or any type of data on social media usage and mental health outcomes, as well as semi-structured interviews with a subset of participants to explore their experiences in-depth.

**Example 2: **A researcher plans to study the effectiveness of a new teaching strategy in primary schools. The research methodologies may be a quasi-experimental design, comparing the performance of students in classrooms using the new strategy with those using traditional methods.

The specific methods used could include pre- and post-tests to measure student learning outcomes, classroom observations to assess teacher implementation of the strategy, and focus groups with teachers and students to gather qualitative feedback.

In both examples, the methodology provides the overarching framework and approach for the research, while the methods are the specific tools and techniques used to collect and analyze data within that framework.

Confusing or conflating these concepts could lead to a misalignment between the research objectives and the actual data collected, potentially undermining the validity and impact of the findings.

Methods research is a crucial aspect of conducting effective and reliable studies. By carefully selecting and applying the appropriate methods, researchers can gather the necessary data and methods to support or reject their hypotheses and contribute to the broader body of knowledge in their field. Whether conducting medical research, social science research, or any other type of inquiry, a well-designed research strategy that incorporates suitable methods is essential for achieving meaningful results.

In summary, while methods and methodologies are closely related, they serve distinct purposes in the research process. Methods are the specific tools and techniques used to collect and analyze data, while methodologies are the broader approaches that guide the selection and application of those methods.

Understanding this distinction is essential for designing rigorous and effective research studies, communicating research findings clearly, and ensuring the reliability and impact of the results. As you embark on your own research journey, whether you're writing a PhD proposal or conducting a study, keep this important distinction in mind to strengthen your research skills and outcomes.

Q: What is the purpose of the methods section in a section of a research paper? A: The methods section in a research paper describes the specific procedures, techniques, and tools used to collect and analyze data in a study. It provides a detailed account of how the research was conducted, allowing other researchers to understand, evaluate, and potentially replicate the study.

**Q: Is the study of methods the same as methodology? **A: No, the study of methods focuses on the specific tools and techniques used in research, while methodology refers to the broader philosophical and strategic approach that guides the selection and application of those methods.

Q: What is the difference between the methodology section and the method and methodology section in a research paper? A: The methodology section discusses the overall approach to the research, including the philosophical assumptions, research design, and rationale for the chosen methods. The method and methodology section, on the other hand, combines the description of the specific methods used with the broader methodological framework.

Q: Can several methods be used in research? A: Yes, researchers often apply several methods in a single study to gather and analyze data from different perspectives. This approach, known as triangulation, can help increase the validity and reliability of the findings.

Q: How are methods and methodologies used in research? A: Methods are the specific tools and techniques used in research to collect and analyze data, such as surveys, experiments, interviews, or statistical tests. Methodologies, in contrast, provide the overarching framework and approach that guide the selection and application of these methods based on the research objectives, philosophical assumptions, and the nature of the problem being investigated.

**Q: Can methods and methodologies be applied to UX research? **A: Yes, UX research relies on various methods and methodologies to gather insights into user behavior, preferences, and experiences. For example, user interviews, usability testing, and surveys are common methods used in UX research, while user-centered design and lean UX are examples of methodologies that guide the overall approach to UX research and design.

Q: What methods and methodologies are used in experimental research? A: Experimental research typically involves methods such as randomized controlled trials, A/B testing, and factorial designs to manipulate variables and measure their effects on outcomes. The methodology guiding experimental research is often rooted in the scientific method, which emphasizes hypothesis testing, control groups, and the systematic manipulation of variables to establish cause-and-effect relationships. These methods are crucial for conducting rigorous analysis of the research methods and ensuring the validity of the findings.

Understanding the difference between method and methodology is crucial for conducting effective research. While methodology refers to the overarching approach and strategy guiding the research process, methods are the tools and techniques used to collect and analyze data. When deciding on using a particular research method, it's essential to consider the nature of your research question and the type of data you want to measure.

Whether you employ quantitative and qualitative methods or a combination of both, the ultimate goal is to select the most appropriate methods to answer your research question effectively. Remember, research deals with complex issues, and no single method is simply a one-size-fits-all solution.

By carefully evaluating your research objectives and the resources available, you can determine which method or alternative method might be best suited for your study. With a well-designed methodology and carefully chosen methods, you can contribute valuable insights to your field and advance our understanding of the world around us. 

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Employment Research in Brief: An Annotated Bibliography of ETA- and CEO-Sponsored Studies 2012–2016

Publication info, research methodology, country, state or territory, description, other products.

The U.S. Department of Labor (DOL) Employment and Training Administration (ETA) sponsors numerous research studies, evaluations, pilots, and demonstrations on a broad range of topics relevant to the agency’s mission. This annotated bibliography provides abstracts of impact evaluations and other systematic analyses funded by ETA and published on ETA’s Research Publication Database or DOL’s Chief Evaluation Office research page from 2012 through June 2016, as selected by researchers from Mathematica Policy Research with guidance from ETA staff. The summarized publications include research, evaluation, and demonstration reports, as well as other papers and sets of policy recommendations. Each abstract provides a brief overview of the intervention studied, the type of research, data sources, analytical methods, and findings. These publications were not reviewed for quality or strength of design, and their inclusion in this bibliography does not imply any endorsement of their design, methods, or content by ETA or Mathematica.

This bibliography is organized along eight major topic areas: training programs under the Workforce Investment Act (WIA); training programs other than WIA; services to military personnel, veterans, or military spouses; population-specific programs; trade adjustment assistance; unemployment insurance; labor market information (LMI); and regional economic development. Within some topics, publications are categorized under more specific sub-topic headings. Publications related to more than one topic are summarized in the section where they are most relevant. For publications that do not cover a specific program area or grant program, the annotated bibliography classifies them according to the most relevant topic area and describes the logic for its inclusion in the topic summary.

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How do people in the U.S. take Pew Research Center surveys, anyway?

At Pew Research Center, we regularly field questions from readers about the methodology behind our polls, including the occasional inquiry from someone who wants to be polled but hasn’t had the opportunity. These kinds of questions are understandable since the average American likely isn’t an expert in survey methodology.

Here, we address some of the most common questions we receive about the nuts and bolts of taking a U.S.-focused Pew Research Center poll. This explainer focuses specifically on the polls we field using our American Trends Panel , a nationally representative group of more than 12,000 U.S. adults. While we field polls in other ways, too, we rely on the panel to conduct the majority of our U.S. surveys.

This Pew Research Center article provides answers to some of the common questions we receive about the methodology behind the surveys we conduct in the United States. It focuses specifically on the methodology of the American Trends Panel, or ATP, a randomly selected, nationally representative group of U.S. adults who have agreed to take our surveys.

How can I sign up to take one of your surveys?

Unfortunately, you can’t. The Center relies on random sampling , which means we invite people to take our surveys by reaching out to them at random rather than simply polling those who ask to be polled. This helps ensure that nearly everyone in the United States has a roughly equal chance of being selected. It also increases the likelihood that our survey takers are representative of the broader population we’re trying to study – most commonly, U.S. adults ages 18 and older.

Polling only those who want to be polled would not produce a representative sample of U.S. adults, for the simple reason that “volunteers” may differ in key ways from the broader population.

How exactly do you randomly select Americans to take your surveys?

In the past, the Center called a random sample of U.S. landline and cellphone numbers to invite Americans to take a survey, an approach known as random-digit dialing . But in an era of robocalls and caller ID, many Americans no longer answer calls from unknown numbers . Response rates to telephone surveys in the U.S. have plummeted in recent decades , making it much more difficult and costly for polling organizations to reach respondents this way.

Fortunately, the widespread adoption of the internet in the U.S. has made online polling an attractive alternative to phone polling. As of 2023, 95% of U.S. adults say they use the internet, and the Center now does the vast majority of its U.S. polling online . (Scroll down for more on the 5% of adults who don’t use the internet.)

But the process of randomly inviting Americans to take our online surveys still takes place offline. That’s because there is no way to generate a comprehensive list of U.S. email addresses the way there is for U.S. phone numbers.

These days, we mostly recruit people to take our surveys by mailing them printed invitations – again at random – with the help of a residential address file kept by the U.S. Postal Service. This approach gives nearly everyone living at a U.S. residential address a chance to be surveyed (though it does exclude some people, such as those who are incarcerated or living at a rehabilitation center). We usually include a small amount of cash with each invitation to increase the chances that recipients will notice and respond to it.

Some of the people who agree to take one of our surveys may receive an additional request: an invitation to join the American Trends Panel , or ATP. This is a large group of U.S. adults who have agreed to take multiple surveys over time. As of 2024, the ATP has more than 12,000 participants, but this number changes fairly regularly as we recruit new members and others stop participating.

The ATP is our main vehicle for conducting surveys in the U.S., but it is not the only one. From time to time we also conduct special surveys that use different samples. Here’s a survey of U.S. teachers , for example, and another one that focused on U.S. journalists .

How is it possible that I’ve never been randomly invited to take a survey?

It may seem counterintuitive that you’ve never been randomly selected to take a Pew Research Center survey. But keep in mind that the adult population in the U.S. exceeds 260 million people . Even with a large survey panel like the American Trends Panel, your chances of being invited to join it are exceedingly small – somewhere around 1 in 23,000.

Once invited, how do people actually take your surveys?

Most participants in the American Trends Panel fill out survey questionnaires with whatever internet-enabled device they prefer, whether it’s a smartphone, tablet, laptop computer or desktop computer. The questionnaires are self-administered, meaning that respondents can fill them out whenever it’s convenient for them, so long as it’s within a window of time (usually a week or two) that we communicate to them at the outset of each survey field period.

Our ATP surveys are typically designed to take respondents an average of 15 minutes to complete online. We try to be respectful of our respondents’ time and are mindful of the fact that survey data quality can decrease if it takes people too long to answer all of our questions.

Not everyone in the U.S. uses the internet, so how can your online surveys be nationally representative?

This is a great question, and an important point. Nationally, 5% of U.S. adults don’t use the internet, according to a 2023 survey (which, for obvious reasons, we conducted by mail as well as online). Other people may have access to the internet but prefer not to take online surveys because of concerns about privacy or just a lack of comfort with computers.

While non-internet and internet-averse adults are a minority in the U.S., we can’t just ignore or overlook these Americans, so we’ve tried a variety of approaches to include them in our surveys.

In the early days of the American Trends Panel, we surveyed internet non-users by mailing them paper questionnaires with the return postage paid. Beginning in 2016, we provided them with internet-enabled tablets and data plans so they could fill out our questionnaires online, just as regular internet users would. These days, we give internet non-users the option to take our surveys by phone instead of online.

Do your surveys include people who don’t speak English?

Just as we do with internet non-users, we try hard to include non-English speakers in our polling. All of our questionnaires are available in Spanish as well as English, and 99% of adults in the U.S. speak one or both of these languages well enough to complete a survey.

Of course, people in the U.S. speak many other languages, too, and it remains a challenge to survey the small percentage of people who don’t speak English or Spanish. This is especially difficult when it comes to Asian Americans, a diverse and heavily immigrant population who have origins in more than 20 countries and speak a wide variety of languages.

The surveys we field on the American Trends Panel only include Asian Americans who speak English or Spanish. In other words, these surveys can only provide a limited view of the attitudes of the entire Asian American population. This is why you will typically see an asterisk next to the “Asian Americans” label in many of the graphics we publish about racial and ethnic differences in U.S. public attitudes. The asterisk denotes this limitation.

If the same people take your surveys over and over again, doesn’t that make them different from people who don’t take the surveys, and thus make them unrepresentative of the public?

Theoretically, yes. Asking the same people the same questions may cause them to remember their previous answers and feel pressure to answer consistently over time. Conversely, some participants in online survey panels like the American Trends Panel might change their attitudes or behaviors simply by being exposed to and answering a variety of questions over time. This is known as panel conditioning .

Consider a survey that asks about Senate Majority Leader Chuck Schumer. A survey respondent initially may not be familiar with Schumer; after all, many Americans don’t follow the details of Washington politics all that closely. But if a polling organization asks about Schumer in repeated surveys, it may cause the respondent to seek out more information about Schumer and, in the process, become more politically engaged than initially was the case.

Fortunately, a 2021 Pew Research Center study found little evidence that panel conditioning has changed our survey respondents’ views or behaviors in several areas where such changes might be expected, including in their media consumption habits, the frequency with which they discuss politics, their party affiliation and their voting records. But the study did find a slight increase in voter registration after people joined the American Trends Panel.

Asking the same people to take surveys over a protracted period of time has some advantages, too. For example, as panelists become more comfortable with answering questions in a self-administered online setting, they might report their opinions and behaviors more forthrightly than they otherwise would have.

Repeatedly surveying the same people also allows the Center to examine how their attitudes are or aren’t changing over time, an approach known as longitudinal research . In 2018, for example, the Center published a study looking at how opinions of then-President Donald Trump had changed (or, more accurately, had not changed) among those who voted for him in 2016.

How often do your respondents take a survey?

We typically field two or three surveys a month, but not all of our panel members take each survey. Instead, we often survey smaller groups of people in “waves.” This helps ensure that our respondents don’t get worn out by answering so many questions.

Do you pay people to take your surveys?

Yes. We provide a small token of appreciation to our panelists for completing each survey we’ve invited them to take. Respondents can choose to receive their payment in the form of a check or a gift code.

Note: This is an update of a post originally published on Sept. 7, 2021.

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Adaptive toolpath deposition method for laser net shape manufacturing and repair of turbine compressor airfoils (English)

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Abstract The aim of this research is to develop a geometry-based adaptive toolpath laser powder deposition method for the manufacturing and repair of advanced turbine engine compressor or blisk airfoils. To realize that, the design of experiments (DoE) method was used to study the deposition geometric responses of a single-pass multilayer Inconel 718 laser powder deposition process. In the first step, the processing feasibility domain was quickly explored with a set of screening DoE. The dominating factors, which have significant effects on the deposition bead width and maximum stable layer height, were identified among the various deposition parameters. Based on this result, a more accurate quadratic regression transfer function was developed to predict the deposition bead width as a function of the dominating processing parameters identified in the first step. With the transfer function, deposition toolpath for net shape airfoil fabrication or repair was designed with predetermined bead width, stable layer height, and bead overlap ratios. Adaptive deposition bead widths were obtained by varying the laser power according to the transfer function, so that a constant bead width overlap ratio was maintained. Finally, compressor and blisk airfoils repaired by the geometry-based adaptive toolpath deposition method are demonstrated.

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• Title: Adaptive toolpath deposition method for laser net shape manufacturing and repair of turbine compressor airfoils
• Contributors: Qi, Huan ( author ) / Azer, Magdi ( author ) / Singh, Prabhjot ( author )
• Published in: The International Journal of Advanced Manufacturing Technology ; 48, 1-4 ; 121-131
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• Keywords: Automatisierungstechnik , CIM , Automation , Fertigungstechnik , Produktionstechnik , Welt , Zeitschrift , Online-Ressource , Fertigung , Theorie

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Research on the training and application methods of a lightweight agricultural domain-specific large language model supporting mandarin chinese and uyghur.

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Pan, K.; Zhang, X.; Chen, L. Research on the Training and Application Methods of a Lightweight Agricultural Domain-Specific Large Language Model Supporting Mandarin Chinese and Uyghur. Appl. Sci. 2024 , 14 , 5764. https://doi.org/10.3390/app14135764

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• Questionnaire Design | Methods, Question Types & Examples

Questionnaire Design | Methods, Question Types & Examples

Published on July 15, 2021 by Pritha Bhandari . Revised on June 22, 2023.

A questionnaire is a list of questions or items used to gather data from respondents about their attitudes, experiences, or opinions. Questionnaires can be used to collect quantitative and/or qualitative information.

Questionnaires are commonly used in market research as well as in the social and health sciences. For example, a company may ask for feedback about a recent customer service experience, or psychology researchers may investigate health risk perceptions using questionnaires.

Table of contents

Questionnaires vs. surveys, questionnaire methods, open-ended vs. closed-ended questions, question wording, question order, step-by-step guide to design, other interesting articles, frequently asked questions about questionnaire design.

A survey is a research method where you collect and analyze data from a group of people. A questionnaire is a specific tool or instrument for collecting the data.

Designing a questionnaire means creating valid and reliable questions that address your research objectives , placing them in a useful order, and selecting an appropriate method for administration.

But designing a questionnaire is only one component of survey research. Survey research also involves defining the population you’re interested in, choosing an appropriate sampling method , administering questionnaires, data cleansing and analysis, and interpretation.

Sampling is important in survey research because you’ll often aim to generalize your results to the population. Gather data from a sample that represents the range of views in the population for externally valid results. There will always be some differences between the population and the sample, but minimizing these will help you avoid several types of research bias , including sampling bias , ascertainment bias , and undercoverage bias .

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Questionnaires can be self-administered or researcher-administered . Self-administered questionnaires are more common because they are easy to implement and inexpensive, but researcher-administered questionnaires allow deeper insights.

Self-administered questionnaires

Self-administered questionnaires can be delivered online or in paper-and-pen formats, in person or through mail. All questions are standardized so that all respondents receive the same questions with identical wording.

Self-administered questionnaires can be:

• cost-effective
• easy to administer for small and large groups
• anonymous and suitable for sensitive topics

But they may also be:

• unsuitable for people with limited literacy or verbal skills
• susceptible to a nonresponse bias (most people invited may not complete the questionnaire)
• biased towards people who volunteer because impersonal survey requests often go ignored.

Researcher-administered questionnaires

Researcher-administered questionnaires are interviews that take place by phone, in-person, or online between researchers and respondents.

Researcher-administered questionnaires can:

• help you ensure the respondents are representative of your target audience
• allow clarifications of ambiguous or unclear questions and answers
• have high response rates because it’s harder to refuse an interview when personal attention is given to respondents

But researcher-administered questionnaires can be limiting in terms of resources. They are:

• costly and time-consuming to perform
• more difficult to analyze if you have qualitative responses
• likely to contain experimenter bias or demand characteristics
• likely to encourage social desirability bias in responses because of a lack of anonymity

Your questionnaire can include open-ended or closed-ended questions or a combination of both.

Using closed-ended questions limits your responses, while open-ended questions enable a broad range of answers. You’ll need to balance these considerations with your available time and resources.

Closed-ended questions

Closed-ended, or restricted-choice, questions offer respondents a fixed set of choices to select from. Closed-ended questions are best for collecting data on categorical or quantitative variables.

Categorical variables can be nominal or ordinal. Quantitative variables can be interval or ratio. Understanding the type of variable and level of measurement means you can perform appropriate statistical analyses for generalizable results.

Examples of closed-ended questions for different variables

Nominal variables include categories that can’t be ranked, such as race or ethnicity. This includes binary or dichotomous categories.

It’s best to include categories that cover all possible answers and are mutually exclusive. There should be no overlap between response items.

In binary or dichotomous questions, you’ll give respondents only two options to choose from.

White Black or African American American Indian or Alaska Native Asian Native Hawaiian or Other Pacific Islander

Ordinal variables include categories that can be ranked. Consider how wide or narrow a range you’ll include in your response items, and their relevance to your respondents.

Likert scale questions collect ordinal data using rating scales with 5 or 7 points.

When you have four or more Likert-type questions, you can treat the composite data as quantitative data on an interval scale . Intelligence tests, psychological scales, and personality inventories use multiple Likert-type questions to collect interval data.

With interval or ratio scales , you can apply strong statistical hypothesis tests to address your research aims.

Pros and cons of closed-ended questions

Well-designed closed-ended questions are easy to understand and can be answered quickly. However, you might still miss important answers that are relevant to respondents. An incomplete set of response items may force some respondents to pick the closest alternative to their true answer. These types of questions may also miss out on valuable detail.

To solve these problems, you can make questions partially closed-ended, and include an open-ended option where respondents can fill in their own answer.

Open-ended questions

Open-ended, or long-form, questions allow respondents to give answers in their own words. Because there are no restrictions on their choices, respondents can answer in ways that researchers may not have otherwise considered. For example, respondents may want to answer “multiracial” for the question on race rather than selecting from a restricted list.

• How do you feel about open science?
• How would you describe your personality?
• In your opinion, what is the biggest obstacle for productivity in remote work?

Open-ended questions have a few downsides.

They require more time and effort from respondents, which may deter them from completing the questionnaire.

For researchers, understanding and summarizing responses to these questions can take a lot of time and resources. You’ll need to develop a systematic coding scheme to categorize answers, and you may also need to involve other researchers in data analysis for high reliability .

Question wording can influence your respondents’ answers, especially if the language is unclear, ambiguous, or biased. Good questions need to be understood by all respondents in the same way ( reliable ) and measure exactly what you’re interested in ( valid ).

Use clear language

You should design questions with your target audience in mind. Consider their familiarity with your questionnaire topics and language and tailor your questions to them.

For readability and clarity, avoid jargon or overly complex language. Don’t use double negatives because they can be harder to understand.

Use balanced framing

Respondents often answer in different ways depending on the question framing. Positive frames are interpreted as more neutral than negative frames and may encourage more socially desirable answers.

Use a mix of both positive and negative frames to avoid research bias , and ensure that your question wording is balanced wherever possible.

Unbalanced questions focus on only one side of an argument. Respondents may be less likely to oppose the question if it is framed in a particular direction. It’s best practice to provide a counter argument within the question as well.

Avoid leading questions

Leading questions guide respondents towards answering in specific ways, even if that’s not how they truly feel, by explicitly or implicitly providing them with extra information.

It’s best to keep your questions short and specific to your topic of interest.

• The average daily work commute in the US takes 54.2 minutes and costs $29 per day. Since 2020, working from home has saved many employees time and money. Do you favor flexible work-from-home policies even after it’s safe to return to offices?
• Experts agree that a well-balanced diet provides sufficient vitamins and minerals, and multivitamins and supplements are not necessary or effective. Do you agree or disagree that multivitamins are helpful for balanced nutrition?

Keep your questions focused

Ask about only one idea at a time and avoid double-barreled questions. Double-barreled questions ask about more than one item at a time, which can confuse respondents.

This question could be difficult to answer for respondents who feel strongly about the right to clean drinking water but not high-speed internet. They might only answer about the topic they feel passionate about or provide a neutral answer instead – but neither of these options capture their true answers.

Instead, you should ask two separate questions to gauge respondents’ opinions.

Strongly Agree Agree Undecided Disagree Strongly Disagree

Do you agree or disagree that the government should be responsible for providing high-speed internet to everyone?

You can organize the questions logically, with a clear progression from simple to complex. Alternatively, you can randomize the question order between respondents.

Logical flow

Using a logical flow to your question order means starting with simple questions, such as behavioral or opinion questions, and ending with more complex, sensitive, or controversial questions.

The question order that you use can significantly affect the responses by priming them in specific directions. Question order effects, or context effects, occur when earlier questions influence the responses to later questions, reducing the validity of your questionnaire.

While demographic questions are usually unaffected by order effects, questions about opinions and attitudes are more susceptible to them.

• How knowledgeable are you about Joe Biden’s executive orders in his first 100 days?
• Are you satisfied or dissatisfied with the way Joe Biden is managing the economy?
• Do you approve or disapprove of the way Joe Biden is handling his job as president?

It’s important to minimize order effects because they can be a source of systematic error or bias in your study.

Randomization

Randomization involves presenting individual respondents with the same questionnaire but with different question orders.

When you use randomization, order effects will be minimized in your dataset. But a randomized order may also make it harder for respondents to process your questionnaire. Some questions may need more cognitive effort, while others are easier to answer, so a random order could require more time or mental capacity for respondents to switch between questions.

Step 1: Define your goals and objectives

The first step of designing a questionnaire is determining your aims.

• What topics or experiences are you studying?
• What specifically do you want to find out?
• Is a self-report questionnaire an appropriate tool for investigating this topic?

Once you’ve specified your research aims, you can operationalize your variables of interest into questionnaire items. Operationalizing concepts means turning them from abstract ideas into concrete measurements. Every question needs to address a defined need and have a clear purpose.

Step 2: Use questions that are suitable for your sample

Create appropriate questions by taking the perspective of your respondents. Consider their language proficiency and available time and energy when designing your questionnaire.

• Are the respondents familiar with the language and terms used in your questions?
• Would any of the questions insult, confuse, or embarrass them?
• Do the response items for any closed-ended questions capture all possible answers?
• Are the response items mutually exclusive?
• Do the respondents have time to respond to open-ended questions?

Consider all possible options for responses to closed-ended questions. From a respondent’s perspective, a lack of response options reflecting their point of view or true answer may make them feel alienated or excluded. In turn, they’ll become disengaged or inattentive to the rest of the questionnaire.

Step 3: Decide on your questionnaire length and question order

Once you have your questions, make sure that the length and order of your questions are appropriate for your sample.

If respondents are not being incentivized or compensated, keep your questionnaire short and easy to answer. Otherwise, your sample may be biased with only highly motivated respondents completing the questionnaire.

Decide on your question order based on your aims and resources. Use a logical flow if your respondents have limited time or if you cannot randomize questions. Randomizing questions helps you avoid bias, but it can take more complex statistical analysis to interpret your data.

Step 4: Pretest your questionnaire

When you have a complete list of questions, you’ll need to pretest it to make sure what you’re asking is always clear and unambiguous. Pretesting helps you catch any errors or points of confusion before performing your study.

Ask friends, classmates, or members of your target audience to complete your questionnaire using the same method you’ll use for your research. Find out if any questions were particularly difficult to answer or if the directions were unclear or inconsistent, and make changes as necessary.

If you have the resources, running a pilot study will help you test the validity and reliability of your questionnaire. A pilot study is a practice run of the full study, and it includes sampling, data collection , and analysis. You can find out whether your procedures are unfeasible or susceptible to bias and make changes in time, but you can’t test a hypothesis with this type of study because it’s usually statistically underpowered .

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Student’s  t -distribution
• Normal distribution
• Null and Alternative Hypotheses
• Chi square tests
• Confidence interval
• Quartiles & Quantiles
• Cluster sampling
• Stratified sampling
• Data cleansing
• Reproducibility vs Replicability
• Peer review
• Prospective cohort study

Research bias

• Implicit bias
• Cognitive bias
• Placebo effect
• Hawthorne effect
• Hindsight bias
• Affect heuristic
• Social desirability bias

A questionnaire is a data collection tool or instrument, while a survey is an overarching research method that involves collecting and analyzing data from people using questionnaires.

Closed-ended, or restricted-choice, questions offer respondents a fixed set of choices to select from. These questions are easier to answer quickly.

Open-ended or long-form questions allow respondents to answer in their own words. Because there are no restrictions on their choices, respondents can answer in ways that researchers may not have otherwise considered.

A Likert scale is a rating scale that quantitatively assesses opinions, attitudes, or behaviors. It is made up of 4 or more questions that measure a single attitude or trait when response scores are combined.

To use a Likert scale in a survey , you present participants with Likert-type questions or statements, and a continuum of items, usually with 5 or 7 possible responses, to capture their degree of agreement.

You can organize the questions logically, with a clear progression from simple to complex, or randomly between respondents. A logical flow helps respondents process the questionnaire easier and quicker, but it may lead to bias. Randomization can minimize the bias from order effects.

Questionnaires can be self-administered or researcher-administered.

Researcher-administered questionnaires are interviews that take place by phone, in-person, or online between researchers and respondents. You can gain deeper insights by clarifying questions for respondents or asking follow-up questions.

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