How To Write The Methodology Chapter
The what, why & how explained simply (with examples).
By: Jenna Crossley (PhD) | Reviewed By: Dr. Eunice Rautenbach | September 2021 (Updated April 2023)
So, you’ve pinned down your research topic and undertaken a review of the literature – now it’s time to write up the methodology section of your dissertation, thesis or research paper . But what exactly is the methodology chapter all about – and how do you go about writing one? In this post, we’ll unpack the topic, step by step .
Overview: The Methodology Chapter
- The purpose of the methodology chapter
- Why you need to craft this chapter (really) well
- How to write and structure the chapter
- Methodology chapter example
- Essential takeaways
What (exactly) is the methodology chapter?
The methodology chapter is where you outline the philosophical underpinnings of your research and outline the specific methodological choices you’ve made. The point of the methodology chapter is to tell the reader exactly how you designed your study and, just as importantly, why you did it this way.
Importantly, this chapter should comprehensively describe and justify all the methodological choices you made in your study. For example, the approach you took to your research (i.e., qualitative, quantitative or mixed), who you collected data from (i.e., your sampling strategy), how you collected your data and, of course, how you analysed it. If that sounds a little intimidating, don’t worry – we’ll explain all these methodological choices in this post .
Why is the methodology chapter important?
The methodology chapter plays two important roles in your dissertation or thesis:
Firstly, it demonstrates your understanding of research theory, which is what earns you marks. A flawed research design or methodology would mean flawed results. So, this chapter is vital as it allows you to show the marker that you know what you’re doing and that your results are credible .
Secondly, the methodology chapter is what helps to make your study replicable. In other words, it allows other researchers to undertake your study using the same methodological approach, and compare their findings to yours. This is very important within academic research, as each study builds on previous studies.
The methodology chapter is also important in that it allows you to identify and discuss any methodological issues or problems you encountered (i.e., research limitations ), and to explain how you mitigated the impacts of these. Every research project has its limitations , so it’s important to acknowledge these openly and highlight your study’s value despite its limitations . Doing so demonstrates your understanding of research design, which will earn you marks. We’ll discuss limitations in a bit more detail later in this post, so stay tuned!
Need a helping hand?
How to write up the methodology chapter
First off, it’s worth noting that the exact structure and contents of the methodology chapter will vary depending on the field of research (e.g., humanities, chemistry or engineering) as well as the university . So, be sure to always check the guidelines provided by your institution for clarity and, if possible, review past dissertations from your university. Here we’re going to discuss a generic structure for a methodology chapter typically found in the sciences.
Before you start writing, it’s always a good idea to draw up a rough outline to guide your writing. Don’t just start writing without knowing what you’ll discuss where. If you do, you’ll likely end up with a disjointed, ill-flowing narrative . You’ll then waste a lot of time rewriting in an attempt to try to stitch all the pieces together. Do yourself a favour and start with the end in mind .
Section 1 – Introduction
As with all chapters in your dissertation or thesis, the methodology chapter should have a brief introduction. In this section, you should remind your readers what the focus of your study is, especially the research aims . As we’ve discussed many times on the blog, your methodology needs to align with your research aims, objectives and research questions. Therefore, it’s useful to frontload this component to remind the reader (and yourself!) what you’re trying to achieve.
In this section, you can also briefly mention how you’ll structure the chapter. This will help orient the reader and provide a bit of a roadmap so that they know what to expect. You don’t need a lot of detail here – just a brief outline will do.
Section 2 – The Methodology
The next section of your chapter is where you’ll present the actual methodology. In this section, you need to detail and justify the key methodological choices you’ve made in a logical, intuitive fashion. Importantly, this is the heart of your methodology chapter, so you need to get specific – don’t hold back on the details here. This is not one of those “less is more” situations.
Let’s take a look at the most common components you’ll likely need to cover.
Methodological Choice #1 – Research Philosophy
Research philosophy refers to the underlying beliefs (i.e., the worldview) regarding how data about a phenomenon should be gathered , analysed and used . The research philosophy will serve as the core of your study and underpin all of the other research design choices, so it’s critically important that you understand which philosophy you’ll adopt and why you made that choice. If you’re not clear on this, take the time to get clarity before you make any further methodological choices.
While several research philosophies exist, two commonly adopted ones are positivism and interpretivism . These two sit roughly on opposite sides of the research philosophy spectrum.
Positivism states that the researcher can observe reality objectively and that there is only one reality, which exists independently of the observer. As a consequence, it is quite commonly the underlying research philosophy in quantitative studies and is oftentimes the assumed philosophy in the physical sciences.
Contrasted with this, interpretivism , which is often the underlying research philosophy in qualitative studies, assumes that the researcher performs a role in observing the world around them and that reality is unique to each observer . In other words, reality is observed subjectively .
These are just two philosophies (there are many more), but they demonstrate significantly different approaches to research and have a significant impact on all the methodological choices. Therefore, it’s vital that you clearly outline and justify your research philosophy at the beginning of your methodology chapter, as it sets the scene for everything that follows.
Methodological Choice #2 – Research Type
The next thing you would typically discuss in your methodology section is the research type. The starting point for this is to indicate whether the research you conducted is inductive or deductive .
Inductive research takes a bottom-up approach , where the researcher begins with specific observations or data and then draws general conclusions or theories from those observations. Therefore these studies tend to be exploratory in terms of approach.
Conversely , d eductive research takes a top-down approach , where the researcher starts with a theory or hypothesis and then tests it using specific observations or data. Therefore these studies tend to be confirmatory in approach.
Related to this, you’ll need to indicate whether your study adopts a qualitative, quantitative or mixed approach. As we’ve mentioned, there’s a strong link between this choice and your research philosophy, so make sure that your choices are tightly aligned . When you write this section up, remember to clearly justify your choices, as they form the foundation of your study.
Methodological Choice #3 – Research Strategy
Next, you’ll need to discuss your research strategy (also referred to as a research design ). This methodological choice refers to the broader strategy in terms of how you’ll conduct your research, based on the aims of your study.
Several research strategies exist, including experimental , case studies , ethnography , grounded theory, action research , and phenomenology . Let’s take a look at two of these, experimental and ethnographic, to see how they contrast.
Experimental research makes use of the scientific method , where one group is the control group (in which no variables are manipulated ) and another is the experimental group (in which a specific variable is manipulated). This type of research is undertaken under strict conditions in a controlled, artificial environment (e.g., a laboratory). By having firm control over the environment, experimental research typically allows the researcher to establish causation between variables. Therefore, it can be a good choice if you have research aims that involve identifying causal relationships.
Ethnographic research , on the other hand, involves observing and capturing the experiences and perceptions of participants in their natural environment (for example, at home or in the office). In other words, in an uncontrolled environment. Naturally, this means that this research strategy would be far less suitable if your research aims involve identifying causation, but it would be very valuable if you’re looking to explore and examine a group culture, for example.
As you can see, the right research strategy will depend largely on your research aims and research questions – in other words, what you’re trying to figure out. Therefore, as with every other methodological choice, it’s essential to justify why you chose the research strategy you did.
Methodological Choice #4 – Time Horizon
The next thing you’ll need to detail in your methodology chapter is the time horizon. There are two options here: cross-sectional and longitudinal . In other words, whether the data for your study were all collected at one point in time (cross-sectional) or at multiple points in time (longitudinal).
The choice you make here depends again on your research aims, objectives and research questions. If, for example, you aim to assess how a specific group of people’s perspectives regarding a topic change over time , you’d likely adopt a longitudinal time horizon.
Another important factor to consider is simply whether you have the time necessary to adopt a longitudinal approach (which could involve collecting data over multiple months or even years). Oftentimes, the time pressures of your degree program will force your hand into adopting a cross-sectional time horizon, so keep this in mind.
Methodological Choice #5 – Sampling Strategy
Next, you’ll need to discuss your sampling strategy . There are two main categories of sampling, probability and non-probability sampling.
Probability sampling involves a random (and therefore representative) selection of participants from a population, whereas non-probability sampling entails selecting participants in a non-random (and therefore non-representative) manner. For example, selecting participants based on ease of access (this is called a convenience sample).
The right sampling approach depends largely on what you’re trying to achieve in your study. Specifically, whether you trying to develop findings that are generalisable to a population or not. Practicalities and resource constraints also play a large role here, as it can oftentimes be challenging to gain access to a truly random sample. In the video below, we explore some of the most common sampling strategies.
Methodological Choice #6 – Data Collection Method
Next up, you’ll need to explain how you’ll go about collecting the necessary data for your study. Your data collection method (or methods) will depend on the type of data that you plan to collect – in other words, qualitative or quantitative data.
Typically, quantitative research relies on surveys , data generated by lab equipment, analytics software or existing datasets. Qualitative research, on the other hand, often makes use of collection methods such as interviews , focus groups , participant observations, and ethnography.
So, as you can see, there is a tight link between this section and the design choices you outlined in earlier sections. Strong alignment between these sections, as well as your research aims and questions is therefore very important.
Methodological Choice #7 – Data Analysis Methods/Techniques
The final major methodological choice that you need to address is that of analysis techniques . In other words, how you’ll go about analysing your date once you’ve collected it. Here it’s important to be very specific about your analysis methods and/or techniques – don’t leave any room for interpretation. Also, as with all choices in this chapter, you need to justify each choice you make.
What exactly you discuss here will depend largely on the type of study you’re conducting (i.e., qualitative, quantitative, or mixed methods). For qualitative studies, common analysis methods include content analysis , thematic analysis and discourse analysis . In the video below, we explain each of these in plain language.
For quantitative studies, you’ll almost always make use of descriptive statistics , and in many cases, you’ll also use inferential statistical techniques (e.g., correlation and regression analysis). In the video below, we unpack some of the core concepts involved in descriptive and inferential statistics.
In this section of your methodology chapter, it’s also important to discuss how you prepared your data for analysis, and what software you used (if any). For example, quantitative data will often require some initial preparation such as removing duplicates or incomplete responses . Similarly, qualitative data will often require transcription and perhaps even translation. As always, remember to state both what you did and why you did it.
Section 3 – The Methodological Limitations
With the key methodological choices outlined and justified, the next step is to discuss the limitations of your design. No research methodology is perfect – there will always be trade-offs between the “ideal” methodology and what’s practical and viable, given your constraints. Therefore, this section of your methodology chapter is where you’ll discuss the trade-offs you had to make, and why these were justified given the context.
Methodological limitations can vary greatly from study to study, ranging from common issues such as time and budget constraints to issues of sample or selection bias . For example, you may find that you didn’t manage to draw in enough respondents to achieve the desired sample size (and therefore, statistically significant results), or your sample may be skewed heavily towards a certain demographic, thereby negatively impacting representativeness .
In this section, it’s important to be critical of the shortcomings of your study. There’s no use trying to hide them (your marker will be aware of them regardless). By being critical, you’ll demonstrate to your marker that you have a strong understanding of research theory, so don’t be shy here. At the same time, don’t beat your study to death . State the limitations, why these were justified, how you mitigated their impacts to the best degree possible, and how your study still provides value despite these limitations .
Section 4 – Concluding Summary
Finally, it’s time to wrap up the methodology chapter with a brief concluding summary. In this section, you’ll want to concisely summarise what you’ve presented in the chapter. Here, it can be a good idea to use a figure to summarise the key decisions, especially if your university recommends using a specific model (for example, Saunders’ Research Onion ).
Importantly, this section needs to be brief – a paragraph or two maximum (it’s a summary, after all). Also, make sure that when you write up your concluding summary, you include only what you’ve already discussed in your chapter; don’t add any new information.
Methodology Chapter Example
In the video below, we walk you through an example of a high-quality research methodology chapter from a dissertation. We also unpack our free methodology chapter template so that you can see how best to structure your chapter.
Wrapping Up
And there you have it – the methodology chapter in a nutshell. As we’ve mentioned, the exact contents and structure of this chapter can vary between universities , so be sure to check in with your institution before you start writing. If possible, try to find dissertations or theses from former students of your specific degree program – this will give you a strong indication of the expectations and norms when it comes to the methodology chapter (and all the other chapters!).
Also, remember the golden rule of the methodology chapter – justify every choice ! Make sure that you clearly explain the “why” for every “what”, and reference credible methodology textbooks or academic sources to back up your justifications.
If you need a helping hand with your research methodology (or any other component of your research), be sure to check out our private coaching service , where we hold your hand through every step of the research journey. Until next time, good luck!
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Writing the Research Methodology Section of Your Thesis
This article explains the meaning of research methodology and the purpose and importance of writing a research methodology section or chapter for your thesis paper. It discusses what to include and not include in a research methodology section, the different approaches to research methodology that can be used, and the steps involved in writing a robust research methodology section.
What is a thesis research methodology?
A thesis research methodology explains the type of research performed, justifies the methods that you chose by linking back to the literature review , and describes the data collection and analysis procedures. It is included in your thesis after the Introduction section . Most importantly, this is the section where the readers of your study evaluate its validity and reliability.
What should the research methodology section in your thesis include?
- The aim of your thesis
- An outline of the research methods chosen (qualitative, quantitative, or mixed methods)
- Background and rationale for the methods chosen, explaining why one method was chosen over another
- Methods used for data collection and data analysis
- Materials and equipment used—keep this brief
- Difficulties encountered during data collection and analysis. It is expected that problems will occur during your research process. Use this as an opportunity to demonstrate your problem-solving abilities by explaining how you overcame all obstacles. This builds your readers’ confidence in your study findings.
- A brief evaluation of your research explaining whether your results were conclusive and whether your choice of methodology was effective in practice
What should not be included in the research methodology section of your thesis?
- Irrelevant details, for example, an extensive review of methodologies (this belongs in the literature review section) or information that does not contribute to the readers’ understanding of your chosen methods
- A description of basic procedures
- Excessive details about materials and equipment used. If an extremely long and detailed list is necessary, add it as an appendix
Types of methodological approaches
The choice of which methodological approach to use depends on your field of research and your thesis question. Your methodology should establish a clear relationship with your thesis question and must also be supported by your literature review . Types of methodological approaches include quantitative, qualitative, or mixed methods.
Quantitative studies generate data in the form of numbers to count, classify, measure, or identify relationships or patterns. Information may be collected by performing experiments and tests, conducting surveys, or using existing data. The data are analyzed using statistical tests and presented as charts or graphs. Quantitative data are typically used in the Sciences domain.
For example, analyzing the effect of a change, such as alterations in electricity consumption by municipalities after installing LED streetlights.
The raw data will need to be prepared for statistical analysis by identifying variables and checking for missing data and outliers. Details of the statistical software program used (name of the package, version number, and supplier name and location) must also be mentioned.
Qualitative studies gather non-numerical data using, for example, observations, focus groups, and in-depth interviews. Open-ended questions are often posed. This yields rich, detailed, and descriptive results. Qualitative studies are usually subjective and are helpful for investigating social and cultural phenomena, which are difficult to quantify. Qualitative studies are typically used in the Humanities and Social Sciences (HSS) domain.
For example, determining customer perceptions on the extension of a range of baking utensils to include silicone muffin trays.
The raw data will need to be prepared for analysis by coding and categorizing ideas and themes to interpret the meaning behind the responses given.
Mixed methods use a combination of quantitative and qualitative approaches to present multiple findings about a single phenomenon. T his enables triangulation: verification of the data from two or more sources.
Data collection
Explain the rationale behind the sampling procedure you have chosen. This could involve probability sampling (a random sample from the study population) or non-probability sampling (does not use a random sample).
For quantitative studies, describe the sampling procedure and whether statistical tests were used to determine the sample size .
Following our example of analyzing the changes in electricity consumption by municipalities after installing LED streetlights, you will need to determine which municipal areas will be sampled and how the information will be gathered (e.g., a physical survey of the streetlights or reviewing purchase orders).
For qualitative research, describe how the participants were chosen and how the data is going to be collected.
Following our example about determining customer perceptions on the extension of a range of baking utensils to include silicone muffin trays, you will need to decide the criteria for inclusion as a study participant (e.g., women aged 20–70 years, bakeries, and bakery supply shops) and how the information will be collected (e.g., interviews, focus groups, online or in-person questionnaires, or video recordings) .
Data analysis
For quantitative research, describe what tests you plan to perform and why you have chosen them. Popular data analysis methods in quantitative research include:
- Descriptive statistics (e.g., means, medians, modes)
- Inferential statistics (e.g., correlation, regression, structural equation modeling)
For qualitative research, describe how the data is going to be analyzed and justify your choice. Popular data analysis methods in qualitative research include:
- Qualitative content analysis
- Thematic analysis
- Discourse analysis
- Narrative analysis
- Grounded theory
- Interpretative phenomenological analysis (IPA)
Evaluate and justify your methodological choices
You need to convince the reader that you have made the correct methodological choices. Once again, this ties back to your thesis question and literature review . Write using a persuasive tone, and use rhetoric to convince the reader of the quality, reliability, and validity of your research.
Ethical considerations
- The young researcher should maintain objectivity at all times
- All participants have the right to privacy and anonymity
- Research participation must be voluntary
- All subjects have the right to withdraw from the research at any time
- Consent must be obtained from all participants before starting the research
- Confidentiality of data provided by individuals must be maintained
- Consider how the interpretation and reporting of the data will affect the participants
Tips for writing a robust thesis research methodology
- Determine what kind of knowledge you are trying to uncover. For example, subjective or objective, experimental or interpretive.
- A thorough literature review is the best starting point for choosing your methods.
- Ensure that there is continuity throughout the research process. The authenticity of your research depends upon the validity of the research data, the reliability of your data measurements, and the time taken to conduct the analysis.
- Choose a research method that is achievable. Consider the time and funds available, feasibility, ethics, and access and availability of equipment to measure the phenomenon or answer your thesis question correctly.
- If you are struggling with a concept, ask for help from your supervisor, academic staff members, or fellow students.
A thesis methodology justifies why you have chosen a specific approach to address your thesis question. It explains how you will collect the data and analyze it. Above all, it allows the readers of your study to evaluate its validity and reliability.
A thesis is the most crucial document that you will write during your academic studies. For professional thesis editing and thesis proofreading services, visit Enago Thesis Editing for more information.
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Review Checklist
Introduce your methodological approach , for example, quantitative, qualitative, or mixed methods.
Explain why your chosen approach is relevant to the overall research design and how it links with your thesis question.
Justify your chosen method and why it is more appropriate than others.
Provide background information on methods that may be unfamiliar to readers of your thesis.
Introduce the tools that you will use for data collection , and explain how you plan to use them (e.g., surveys, interviews, experiments, or existing data).
Explain how you will analyze your results. The type of analysis used depends on the methods you chose. For example, exploring theoretical perspectives to support your explanation of observed behaviors in a qualitative study or using statistical analyses in a quantitative study.
Mention any research limitations. All studies are expected to have limitations, such as the sample size, data collection method, or equipment. Discussing the limitations justifies your choice of methodology despite the risks. It also explains under which conditions the results should be interpreted and shows that you have taken a holistic approach to your study.
What is the difference between methodology and methods? +
Methodology refers to the overall rationale and strategy of your thesis project. It involves studying the theories or principles behind the methods used in your field so that you can explain why you chose a particular method for your research approach. Methods , on the other hand, refer to how the data were collected and analyzed (e.g., experiments, surveys, observations, interviews, and statistical tests).
What is the difference between reliability and validity? +
Reliability refers to whether a measurement is consistent (i.e., the results can be reproduced under the same conditions). Validity refers to whether a measurement is accurate (i.e., the results represent what was supposed to be measured). For example, when investigating linguistic and cultural guidelines for administration of the Preschool Language Scales, Fifth Edition (PLS5) in Arab-American preschool children, the normative sample curves should show the same distribution as a monolingual population, which would indicate that the test is valid. The test would be considered reliable if the results obtained were consistent across different sampling sites.
What tense is used to write the methods section? +
The methods section is written in the past tense because it describes what was done.
What software programs are recommended for statistical analysis? +
Recommended programs include Statistical Analysis Software (SAS) , Statistical Package for the Social Sciences (SPSS) , JMP , R software, MATLAB , Microsoft Excel, GraphPad Prism , and Minitab .