Research methodology vs. research methods
The research methodology or design is the overall strategy and rationale that you used to carry out the research. Whereas, research methods are the specific tools and processes you use to gather and understand the data you need to test your hypothesis.
To further understand research methodology, let’s explore some examples of research methodology:
a. Qualitative research methodology example: A study exploring the impact of author branding on author popularity might utilize in-depth interviews to gather personal experiences and perspectives.
b. Quantitative research methodology example: A research project investigating the effects of a book promotion technique on book sales could employ a statistical analysis of profit margins and sales before and after the implementation of the method.
c. Mixed-Methods research methodology example: A study examining the relationship between social media use and academic performance might combine both qualitative and quantitative approaches. It could include surveys to quantitatively assess the frequency of social media usage and its correlation with grades, alongside focus groups or interviews to qualitatively explore students’ perceptions and experiences regarding how social media affects their study habits and academic engagement.
These examples highlight the meaning of methodology in research and how it guides the research process, from data collection to analysis, ensuring the study’s objectives are met efficiently.
When it comes to writing your study, the methodology in research papers or a dissertation plays a pivotal role. A well-crafted methodology section of a research paper or thesis not only enhances the credibility of your research but also provides a roadmap for others to replicate or build upon your work.
Wondering how to write the research methodology section? Follow these steps to create a strong methods chapter:
At the start of a research paper , you would have provided the background of your research and stated your hypothesis or research problem. In this section, you will elaborate on your research strategy.
Begin by restating your research question and proceed to explain what type of research you opted for to test it. Depending on your research, here are some questions you can consider:
a. Did you use qualitative or quantitative data to test the hypothesis?
b. Did you perform an experiment where you collected data or are you writing a dissertation that is descriptive/theoretical without data collection?
c. Did you use primary data that you collected or analyze secondary research data or existing data as part of your study?
These questions will help you establish the rationale for your study on a broader level, which you will follow by elaborating on the specific methods you used to collect and understand your data.
Now that you have told your reader what type of research you’ve undertaken for the dissertation, it’s time to dig into specifics. State what specific methods you used and explain the conditions and variables involved. Explain what the theoretical framework behind the method was, what samples you used for testing it, and what tools and materials you used to collect the data.
Once you have explained the data collection process, explain how you analyzed and studied the data. Here, your focus is simply to explain the methods of analysis rather than the results of the study.
Here are some questions you can answer at this stage:
a. What tools or software did you use to analyze your results?
b. What parameters or variables did you consider while understanding and studying the data you’ve collected?
c. Was your analysis based on a theoretical framework?
Your mode of analysis will change depending on whether you used a quantitative or qualitative research methodology in your study. If you’re working within the hard sciences or physical sciences, you are likely to use a quantitative research methodology (relying on numbers and hard data). If you’re doing a qualitative study, in the social sciences or humanities, your analysis may rely on understanding language and socio-political contexts around your topic. This is why it’s important to establish what kind of study you’re undertaking at the onset.
Now that you have gone through your research process in detail, you’ll also have to make a case for it. Justify your choice of methodology and methods, explaining why it is the best choice for your research question. This is especially important if you have chosen an unconventional approach or you’ve simply chosen to study an existing research problem from a different perspective. Compare it with other methodologies, especially ones attempted by previous researchers, and discuss what contributions using your methodology makes.
No matter how thorough a methodology is, it doesn’t come without its hurdles. This is a natural part of scientific research that is important to document so that your peers and future researchers are aware of it. Writing in a research paper about this aspect of your research process also tells your evaluator that you have actively worked to overcome the pitfalls that came your way and you have refined the research process.
1. Remember who you are writing for. Keeping sight of the reader/evaluator will help you know what to elaborate on and what information they are already likely to have. You’re condensing months’ work of research in just a few pages, so you should omit basic definitions and information about general phenomena people already know.
2. Do not give an overly elaborate explanation of every single condition in your study.
3. Skip details and findings irrelevant to the results.
4. Cite references that back your claim and choice of methodology.
5. Consistently emphasize the relationship between your research question and the methodology you adopted to study it.
To sum it up, what is methodology in research? It’s the blueprint of your research, essential for ensuring that your study is systematic, rigorous, and credible. Whether your focus is on qualitative research methodology, quantitative research methodology, or a combination of both, understanding and clearly defining your methodology is key to the success of your research.
Once you write the research methodology and complete writing the entire research paper, the next step is to edit your paper. As experts in research paper editing and proofreading services , we’d love to help you perfect your paper!
Here are some other articles that you might find useful:
What does research methodology mean, what types of research methodologies are there, what is qualitative research methodology, how to determine sample size in research methodology, what is action research methodology.
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This is very simplified and direct. Very helpful to understand the research methodology section of a dissertation
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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
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.
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.
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.
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.
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.
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.
In the pursuit of knowledge and discovery, understanding the fundamentals of research methodology is paramount.
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.
Research takes on various forms, each tailored to the nature of the inquiry. Broadly classified, research can be categorized into two main types:
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 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:
Choosing the right data collection methods is crucial for obtaining reliable and relevant information. Common methods include:
Once data is collected, analysis becomes imperative to derive meaningful conclusions. Different methodologies exist for quantitative and qualitative data:
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 involves the collection and analysis of numerical data, providing a structured and objective approach to understanding and explaining phenomena.
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:
Applications: Commonly used in scientific studies and psychology to test hypotheses and identify causal relationships.
Survey research gathers information from a sample of individuals through standardized questionnaires or interviews. It aims to collect data on opinions, attitudes, and behaviours.
Applications: Widely employed in social sciences, marketing, and public opinion research to understand trends and preferences.
Descriptive research seeks to portray an accurate profile of a situation or phenomenon. It focuses on answering the ‘what,’ ‘who,’ ‘where,’ and ‘when’ questions.
Applications: Useful in situations where researchers want to understand and describe a phenomenon without altering it, common in social sciences and education.
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.
Applications: Common in social sciences, psychology, and business to investigate complex and specific instances.
Ethnography involves immersing the researcher in the culture or community being studied to gain a deep understanding of their behaviours, beliefs, and practices.
Applications: Widely used in anthropology, sociology, and cultural studies to explore and document cultural practices.
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.
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 design.
Exploratory research design is employed when a researcher aims to explore a relatively unknown subject or gain insights into a complex phenomenon.
Applications: Valuable in the early stages of investigation, especially when the researcher seeks a deeper understanding of a subject before formalizing research questions.
Descriptive research design focuses on portraying an accurate profile of a situation, group, or phenomenon.
Applications: Widely used in social sciences, marketing, and educational research to provide detailed and objective descriptions.
Explanatory research design aims to identify the causes and effects of a phenomenon, explaining the ‘why’ and ‘how’ behind observed relationships.
Applications: Commonly employed in scientific studies and social sciences to delve into the underlying reasons behind observed patterns.
Cross-sectional design.
Cross-sectional designs collect data from participants at a single point in time.
Applications: Suitable for studying characteristics or behaviours that are stable or not expected to change rapidly.
Longitudinal designs involve the collection of data from the same participants over an extended period.
Applications: Ideal for studying developmental processes, trends, or the impact of interventions over time.
Experimental design.
Experimental designs involve manipulating variables under controlled conditions to observe the effect on another variable.
Applications: Commonly used in scientific studies, psychology, and medical research to establish causal relationships.
Non-experimental designs observe and describe phenomena without manipulating variables.
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.
Objective Design:
Structured Format:
Pilot Testing:
Sampling Strategy:
Establishing Rapport:
Open-Ended Questions:
Active Listening:
Ethical Considerations:
1. participant observation.
Immersive Participation:
Field Notes:
Ethical Awareness:
Objective Observation:
Data Reliability:
Contextual Understanding:
1. using existing data.
Identifying Relevant Archives:
Data Verification:
Ethical Use:
Incomplete or Inaccurate Archives:
Temporal Bias:
Access Limitations:
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 bias:.
Measurement error:.
Timeline pressures:.
Selection bias:.
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:
Well-defined research objectives guide the entire research process. Clearly articulate the purpose of your study, outlining specific research questions or hypotheses.
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.
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.
Ethical practices are fundamental to maintaining the integrity of research. Address ethical considerations early, obtain necessary approvals, and ensure participant rights are safeguarded.
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.
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.
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.
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.
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.
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.
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.
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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Detailed Walkthrough + Free Methodology Chapter Template
If you’re working on a dissertation or thesis and are looking for an example of a research methodology chapter , you’ve come to the right place.
In this video, we walk you through a research methodology from a dissertation that earned full distinction , step by step. We start off by discussing the core components of a research methodology by unpacking our free methodology chapter template . We then progress to the sample research methodology to show how these concepts are applied in an actual dissertation, thesis or research project.
If you’re currently working on your research methodology chapter, you may also find the following resources useful:
PS – If you’re working on a dissertation, be sure to also check out our collection of dissertation and thesis examples here .
Research methodology example: frequently asked questions, is the sample research methodology real.
Yes. The chapter example is an extract from a Master’s-level dissertation for an MBA program. A few minor edits have been made to protect the privacy of the sponsoring organisation, but these have no material impact on the research methodology.
As we discuss in the video, every research methodology will be different, depending on the research aims, objectives and research questions. Therefore, you’ll need to tailor your literature review to suit your specific context.
You can learn more about the basics of writing a research methodology chapter here .
The best place to find more examples of methodology chapters would be within dissertation/thesis databases. These databases include dissertations, theses and research projects that have successfully passed the assessment criteria for the respective university, meaning that you have at least some sort of quality assurance.
The Open Access Thesis Database (OATD) is a good starting point.
You can access our free methodology chapter template here .
Yes. There is no cost for the template and you are free to use it as you wish.
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Why do you need a research methodology, what needs to be included, why do you need to document your research method, what are the different types of research instruments, qualitative / quantitative / mixed research methodologies, how do you choose the best research methodology for you, frequently asked questions about research methodology, related articles.
When you’re working on your first piece of academic research, there are many different things to focus on, and it can be overwhelming to stay on top of everything. This is especially true of budding or inexperienced researchers.
If you’ve never put together a research proposal before or find yourself in a position where you need to explain your research methodology decisions, there are a few things you need to be aware of.
Once you understand the ins and outs, handling academic research in the future will be less intimidating. We break down the basics below:
A research methodology encompasses the way in which you intend to carry out your research. This includes how you plan to tackle things like collection methods, statistical analysis, participant observations, and more.
You can think of your research methodology as being a formula. One part will be how you plan on putting your research into practice, and another will be why you feel this is the best way to approach it. Your research methodology is ultimately a methodological and systematic plan to resolve your research problem.
In short, you are explaining how you will take your idea and turn it into a study, which in turn will produce valid and reliable results that are in accordance with the aims and objectives of your research. This is true whether your paper plans to make use of qualitative methods or quantitative methods.
The purpose of a research methodology is to explain the reasoning behind your approach to your research - you'll need to support your collection methods, methods of analysis, and other key points of your work.
Think of it like writing a plan or an outline for you what you intend to do.
When carrying out research, it can be easy to go off-track or depart from your standard methodology.
Tip: Having a methodology keeps you accountable and on track with your original aims and objectives, and gives you a suitable and sound plan to keep your project manageable, smooth, and effective.
With all that said, how do you write out your standard approach to a research methodology?
As a general plan, your methodology should include the following information:
In any dissertation, thesis, or academic journal, you will always find a chapter dedicated to explaining the research methodology of the person who carried out the study, also referred to as the methodology section of the work.
A good research methodology will explain what you are going to do and why, while a poor methodology will lead to a messy or disorganized approach.
You should also be able to justify in this section your reasoning for why you intend to carry out your research in a particular way, especially if it might be a particularly unique method.
Having a sound methodology in place can also help you with the following:
A research instrument is a tool you will use to help you collect, measure and analyze the data you use as part of your research.
The choice of research instrument will usually be yours to make as the researcher and will be whichever best suits your methodology.
There are many different research instruments you can use in collecting data for your research.
Generally, they can be grouped as follows:
These are the most common ways of carrying out research, but it is really dependent on your needs as a researcher and what approach you think is best to take.
It is also possible to combine a number of research instruments if this is necessary and appropriate in answering your research problem.
There are three different types of methodologies, and they are distinguished by whether they focus on words, numbers, or both.
Data type | What is it? | Methodology |
---|---|---|
Quantitative | This methodology focuses more on measuring and testing numerical data. What is the aim of quantitative research? | Surveys, tests, existing databases. |
Qualitative | Qualitative research is a process of collecting and analyzing both words and textual data. | Observations, interviews, focus groups. |
Mixed-method | A mixed-method approach combines both of the above approaches. | Where you can use a mixed method of research, this can produce some incredibly interesting results. This is due to testing in a way that provides data that is both proven to be exact while also being exploratory at the same time. |
➡️ Want to learn more about the differences between qualitative and quantitative research, and how to use both methods? Check out our guide for that!
If you've done your due diligence, you'll have an idea of which methodology approach is best suited to your research.
It’s likely that you will have carried out considerable reading and homework before you reach this point and you may have taken inspiration from other similar studies that have yielded good results.
Still, it is important to consider different options before setting your research in stone. Exploring different options available will help you to explain why the choice you ultimately make is preferable to other methods.
If proving your research problem requires you to gather large volumes of numerical data to test hypotheses, a quantitative research method is likely to provide you with the most usable results.
If instead you’re looking to try and learn more about people, and their perception of events, your methodology is more exploratory in nature and would therefore probably be better served using a qualitative research methodology.
It helps to always bring things back to the question: what do I want to achieve with my research?
Once you have conducted your research, you need to analyze it. Here are some helpful guides for qualitative data analysis:
➡️ How to do a content analysis
➡️ How to do a thematic analysis
➡️ How to do a rhetorical analysis
Research methodology refers to the techniques used to find and analyze information for a study, ensuring that the results are valid, reliable and that they address the research objective.
Data can typically be organized into four different categories or methods: observational, experimental, simulation, and derived.
Writing a methodology section is a process of introducing your methods and instruments, discussing your analysis, providing more background information, addressing your research limitations, and more.
Your research methodology section will need a clear research question and proposed research approach. You'll need to add a background, introduce your research question, write your methodology and add the works you cited during your data collecting phase.
The research methodology section of your study will indicate how valid your findings are and how well-informed your paper is. It also assists future researchers planning to use the same methodology, who want to cite your study or replicate it.
Writing the research paper.
Methods, thesis and hypothesis, clarity, precision and academic expression, format your paper, typical problems, a few suggestions, avoid plagiarism.
Use the guidelines that your instructor requires (MLA, Chicago, APA, Turabian, etc.).
(Based on English Composition 2 from Illinois Valley Community College):
When collecting materials, selecting research topic, and writing the paper:
Plagiarism : somebody else's words or ideas presented without citation by an author
Consult the Citing Sources research guide for further details.
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.
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.
Having a good research methodology in place has the following advantages: 3
Types of research methodology.
There are three types of research methodology based on the type of research and the data required. 1
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.
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:
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
Quantitative research 6
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:
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:
Qualitative research involves an inductive method for data analysis where hypotheses are developed after data collection. The methods include:
Here are some important factors to consider when choosing a research methodology: 8
How to write a research methodology .
A research methodology should include the following components: 3,9
The methods section is a critical part of the research papers, allowing researchers to use this to understand your findings and replicate your work when pursuing their own research. However, it is usually also the most difficult section to write. This is where Paperpal can help you overcome the writer’s block and create the first draft in minutes with Paperpal Copilot, its secure generative AI feature suite.
With Paperpal you can get research advice, write and refine your work, rephrase and verify the writing, and ensure submission readiness, all in one place. Here’s how you can use Paperpal to develop the first draft of your methods section.
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Q1. What are the key components of research methodology?
A1. A good research methodology has the following key components:
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
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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The research methodology is a part of your research paper that describes your research process in detail. It would help if you always tried to make the section of the research methodology enjoyable.
As you describe the procedure that has already been completed, you need to write it in the past tense.
Your research methodology should explain:
What was the purpose of your research?
What type of research method is used?
What were the data collecting methods?
How did you analyze the data?
What kind of resources has been used in your research?
Why did you choose these methods?
Start writing your research methodology with the research problem giving a clear picture of your study’s purpose. It’ll help your readers focus on the research objectives and understand the remaining procedure of your research.
You should explain:
What type of research have you conducted?
The types of research can be categorized from the following perspectives;
Application of the study
Aim of the research
Mode of inquiry
Research approach
While talking about the research methods, you should highlight the key points, such as:
What kind of data gathering methods you’ve used in your research?
There are three types of data collecting methods such as:
Qualitative research is based on quality, and it looks in-depth at non-numerical data. It enables us to understand the comprehensive details of the problem. The researcher prepares open-ended questions to gather as much information as possible.
The quantitative research is associated with the aspects of measurement, quantity, and extent. It follows the statistical, mathematical, and computational techniques in numerical data such as percentages and statistics. The research is conducted on a large group of population.
When you combine quantitative and qualitative methods of research, the resulting approach becomes mixed methods of research.
Example: In quantitative correlation research , you aim to identify the cause-and-effect relationship between two or more variables. It would help if you also focused on explaining the difference between correlation and causation.
Example: In a qualitative research case study , your research’s focus is to find answers to how and why questions. You need to collect data collection from multiple sources over time. You need to analyse real-world problems in-depth, then you can use the method of the case study.
After explaining the research method you have used, you should describe the data collection methods you used. Mention the procedure and materials you used in your research.
Interview/Focus Group Discussion
Describe the details and criteria of the interviews and. You should include the following points:
The type of questionnaire you have used in your interview.
The procedure for selecting participants.
The size of your sample (number of participation)
The duration and location of interviews.
Describe the procedure of your observation and include the following points:
Who were the participants of your observation?
How did you get access to that specific group?
How did you record the data? (written form, audio or video recording)
Archival Data
Here you have to describe the existing data you’ve’ used. You should explain:
What type of resources have you used? (texts, images, audio, videos)
To seek in-depth information about the stress level among men and women, semi-structured interviews were conducted with ten men and ten women of company X. The participants were aged between 20-40. The interviews were held in the canteen to create a stress-free environment that lasted 15 minutes each. The responses were written and filmed.
Describe the entire procedure of your survey. Include the following points:
What type of survey have you conducted? (Questionnaire/interview/ rating scale/ Online Survey)
Who were the participants of your survey? How did you select them?
What was the sample size ?
What type of questions you’ve used in your survey? (open-ended/closed-ended)
How many questions have you used?
What was the response rate of the participants?
Experiments
Explain the detailed procedure you have followed in your experiment. Try to provide as much information you can provide. Include the following points:
The type of your experimental design .
Sampling method you’ve used to select subjects.
Tools and techniques used in the experiment.
The way you identified a cause-and-effect relationship between the variables.
Describe the existing data you’ve used in your research. Include the following points:
The survey included ten multiple-choice questions and ten open-ended questions. The survey’s objective is to determine the stress level of working women who have to deal with household responsibilities. From 17-20 Jan 2018, between 11:00 to 13:00, the survey questionnaire was distributed among the women at the working counters. The participants were given 10 minutes to fill the questionnaire. Out of 500 participants, 450 responded, and 350 were included in the analysis.
In this section, you should briefly describe the methods you’ve used to analyse the data you’ve collected.
The qualitative method includes analysing language, images, audio, videos, or any textual data (textual analysis). The following types of methods are used in textual analysis .
Discourse analysis : Discourse analysis is an essential aspect of studying a language and its uses in day-to-day life.
Content analysis : It is a method of studying and retrieving meaningful information from documents
Thematic analysis: It’s a method of identifying patterns of themes in the collected information, such as face-to-face interviews, texts, and transcripts.
Example: After collecting the data, it was checked thoroughly to find the missing information. The interviews were transcribed, and textual analysis was conducted. The repetitions of the text, types of colours displayed, the tone of the speakers was measured.
Quantitative data analysis is used for analysing numerical data. Include the following points:
The methods of preparing data before analysing it.
Which statistical test you have used? (one-ended test, two-ended test)
The type of software you’ve used.
After collecting the data, it was checked thoroughly to find out the missing information. The coding system was used to interpret the data.
Provide Background and Justification
Many research methods are available, from standard to an averaged approach based on the requirements and abilities. In the research methodology section, it’s essential to mention the reasons behind selecting a specific research method.
You should also explain why you did not choose any other standard approach to your topic when it fits your requirements. Talk about your research objectives and highlight the points that could affect your research procedure if you select another research method.
You can discuss the limitations of other research methods compared to your research requirements and the method you’ve used.
Ethnographic research requires a lot of time, and one has to struggle a lot to gain access to the community. A researcher has to spend time with the target group in their natural environment. Sometimes, it’s difficult for a researcher to introduce himself as a researcher/participant with the community.
The online survey does not provide reliable responses. The only benefit of conducting an online survey would be its quick response rate and cost-effectiveness.
While writing your methodology, you need to keep in mind that you don’t need to make it complicated with unnecessary details.
The aim of your writing a research methodology is not merely discussing the methods and techniques you’ve used.
You have to provide a detailed account of the procedure you’ve followed, the obstacles you faced, and the way you overcome them.
Your research question and objectives of the research are the base of your research. You should discuss the objectives and explain how this specific method helped you answer your research question. You can use goals and outcomes as evidence to support your discussion.
If you’ve used any standard method in your research, you don’t need to provide many details about it as it would be common in your field. However, if you’ve used any specific approach rarely used in your field, you should explain it in detail. Your explanation and information can help other researchers in their research.
Your methodology should be well-structured and easy to understand, with all the necessary information, evidence to support your argument.
After gathering the data, it’s essential to credit the sources you have used in your research. Mention the resources you’ve used, the way you got access to those resources. Use any suitable referencing style to cite sources such as APA, MLA, and Chicago, etc.
Research methods for dissertation – types with comparison, qualitative vs quantitative research – a comprehensive guide, types of variables – a comprehensive guide, a complete guide to experimental research, ethnographic research – complete guide with examples, a quick guide to case study with examples, discourse analysis – a definitive guide with steps & types, action research for my dissertation – the do’s and the don’ts, methods of data collection – guide with tips, inductive and deductive reasoning – examples & limitations, hypothesis testing – a complete guide with examples, correlational research – steps & examples, how to conduct surveys – guide with examples, a quick guide to textual analysis – definition & steps, thematic analysis – a guide with examples, historical research – a guide based on its uses & steps, types of research – tips and examples, reliability and validity – definitions, types & examples, sampling methods – a guide with examples, a quick guide to descriptive research, tips to transcribe an interview – a guide with tips & examples, what is content analysis – steps & examples, primary vs secondary research – a guide with examples, what are confounding variables, advantages of secondary research – a definitive guide, disadvantages of secondary research – a definitive guide, advantages of primary research – types & advantages, disadvantages of primary research, meta-analysis – guide with definition, steps & examples, popular articles in this category.
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Methodology
Published on June 7, 2021 by Shona McCombes . Revised on November 20, 2023 by Pritha Bhandari.
A research design is a strategy for answering your research question using empirical data. Creating a research design means making decisions about:
A well-planned research design helps ensure that your methods match your research objectives and that you use the right kind of analysis for your data.
Step 1: consider your aims and approach, step 2: choose a type of research design, step 3: identify your population and sampling method, step 4: choose your data collection methods, step 5: plan your data collection procedures, step 6: decide on your data analysis strategies, other interesting articles, frequently asked questions about research design.
Before you can start designing your research, you should already have a clear idea of the research question you want to investigate.
There are many different ways you could go about answering this question. Your research design choices should be driven by your aims and priorities—start by thinking carefully about what you want to achieve.
The first choice you need to make is whether you’ll take a qualitative or quantitative approach.
Qualitative approach | Quantitative approach |
---|---|
and describe frequencies, averages, and correlations about relationships between variables |
Qualitative research designs tend to be more flexible and inductive , allowing you to adjust your approach based on what you find throughout the research process.
Quantitative research designs tend to be more fixed and deductive , with variables and hypotheses clearly defined in advance of data collection.
It’s also possible to use a mixed-methods design that integrates aspects of both approaches. By combining qualitative and quantitative insights, you can gain a more complete picture of the problem you’re studying and strengthen the credibility of your conclusions.
As well as scientific considerations, you need to think practically when designing your research. If your research involves people or animals, you also need to consider research ethics .
At each stage of the research design process, make sure that your choices are practically feasible.
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Within both qualitative and quantitative approaches, there are several types of research design to choose from. Each type provides a framework for the overall shape of your research.
Quantitative designs can be split into four main types.
Type of design | Purpose and characteristics |
---|---|
Experimental | relationships effect on a |
Quasi-experimental | ) |
Correlational | |
Descriptive |
With descriptive and correlational designs, you can get a clear picture of characteristics, trends and relationships as they exist in the real world. However, you can’t draw conclusions about cause and effect (because correlation doesn’t imply causation ).
Experiments are the strongest way to test cause-and-effect relationships without the risk of other variables influencing the results. However, their controlled conditions may not always reflect how things work in the real world. They’re often also more difficult and expensive to implement.
Qualitative designs are less strictly defined. This approach is about gaining a rich, detailed understanding of a specific context or phenomenon, and you can often be more creative and flexible in designing your research.
The table below shows some common types of qualitative design. They often have similar approaches in terms of data collection, but focus on different aspects when analyzing the data.
Type of design | Purpose and characteristics |
---|---|
Grounded theory | |
Phenomenology |
Your research design should clearly define who or what your research will focus on, and how you’ll go about choosing your participants or subjects.
In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you’ll actually collect data from.
A population can be made up of anything you want to study—plants, animals, organizations, texts, countries, etc. In the social sciences, it most often refers to a group of people.
For example, will you focus on people from a specific demographic, region or background? Are you interested in people with a certain job or medical condition, or users of a particular product?
The more precisely you define your population, the easier it will be to gather a representative sample.
Even with a narrowly defined population, it’s rarely possible to collect data from every individual. Instead, you’ll collect data from a sample.
To select a sample, there are two main approaches: probability sampling and non-probability sampling . The sampling method you use affects how confidently you can generalize your results to the population as a whole.
Probability sampling | Non-probability sampling |
---|---|
Probability sampling is the most statistically valid option, but it’s often difficult to achieve unless you’re dealing with a very small and accessible population.
For practical reasons, many studies use non-probability sampling, but it’s important to be aware of the limitations and carefully consider potential biases. You should always make an effort to gather a sample that’s as representative as possible of the population.
In some types of qualitative designs, sampling may not be relevant.
For example, in an ethnography or a case study , your aim is to deeply understand a specific context, not to generalize to a population. Instead of sampling, you may simply aim to collect as much data as possible about the context you are studying.
In these types of design, you still have to carefully consider your choice of case or community. You should have a clear rationale for why this particular case is suitable for answering your research question .
For example, you might choose a case study that reveals an unusual or neglected aspect of your research problem, or you might choose several very similar or very different cases in order to compare them.
Data collection methods are ways of directly measuring variables and gathering information. They allow you to gain first-hand knowledge and original insights into your research problem.
You can choose just one data collection method, or use several methods in the same study.
Surveys allow you to collect data about opinions, behaviors, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews .
Questionnaires | Interviews |
---|---|
) |
Observational studies allow you to collect data unobtrusively, observing characteristics, behaviors or social interactions without relying on self-reporting.
Observations may be conducted in real time, taking notes as you observe, or you might make audiovisual recordings for later analysis. They can be qualitative or quantitative.
Quantitative observation | |
---|---|
There are many other ways you might collect data depending on your field and topic.
Field | Examples of data collection methods |
---|---|
Media & communication | Collecting a sample of texts (e.g., speeches, articles, or social media posts) for data on cultural norms and narratives |
Psychology | Using technologies like neuroimaging, eye-tracking, or computer-based tasks to collect data on things like attention, emotional response, or reaction time |
Education | Using tests or assignments to collect data on knowledge and skills |
Physical sciences | Using scientific instruments to collect data on things like weight, blood pressure, or chemical composition |
If you’re not sure which methods will work best for your research design, try reading some papers in your field to see what kinds of data collection methods they used.
If you don’t have the time or resources to collect data from the population you’re interested in, you can also choose to use secondary data that other researchers already collected—for example, datasets from government surveys or previous studies on your topic.
With this raw data, you can do your own analysis to answer new research questions that weren’t addressed by the original study.
Using secondary data can expand the scope of your research, as you may be able to access much larger and more varied samples than you could collect yourself.
However, it also means you don’t have any control over which variables to measure or how to measure them, so the conclusions you can draw may be limited.
As well as deciding on your methods, you need to plan exactly how you’ll use these methods to collect data that’s consistent, accurate, and unbiased.
Planning systematic procedures is especially important in quantitative research, where you need to precisely define your variables and ensure your measurements are high in reliability and validity.
Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalization means turning these fuzzy ideas into measurable indicators.
If you’re using observations , which events or actions will you count?
If you’re using surveys , which questions will you ask and what range of responses will be offered?
You may also choose to use or adapt existing materials designed to measure the concept you’re interested in—for example, questionnaires or inventories whose reliability and validity has already been established.
Reliability means your results can be consistently reproduced, while validity means that you’re actually measuring the concept you’re interested in.
Reliability | Validity |
---|---|
) ) |
For valid and reliable results, your measurement materials should be thoroughly researched and carefully designed. Plan your procedures to make sure you carry out the same steps in the same way for each participant.
If you’re developing a new questionnaire or other instrument to measure a specific concept, running a pilot study allows you to check its validity and reliability in advance.
As well as choosing an appropriate sampling method , you need a concrete plan for how you’ll actually contact and recruit your selected sample.
That means making decisions about things like:
If you’re using a probability sampling method , it’s important that everyone who is randomly selected actually participates in the study. How will you ensure a high response rate?
If you’re using a non-probability method , how will you avoid research bias and ensure a representative sample?
It’s also important to create a data management plan for organizing and storing your data.
Will you need to transcribe interviews or perform data entry for observations? You should anonymize and safeguard any sensitive data, and make sure it’s backed up regularly.
Keeping your data well-organized will save time when it comes to analyzing it. It can also help other researchers validate and add to your findings (high replicability ).
On its own, raw data can’t answer your research question. The last step of designing your research is planning how you’ll analyze the data.
In quantitative research, you’ll most likely use some form of statistical analysis . With statistics, you can summarize your sample data, make estimates, and test hypotheses.
Using descriptive statistics , you can summarize your sample data in terms of:
The specific calculations you can do depend on the level of measurement of your variables.
Using inferential statistics , you can:
Regression and correlation tests look for associations between two or more variables, while comparison tests (such as t tests and ANOVAs ) look for differences in the outcomes of different groups.
Your choice of statistical test depends on various aspects of your research design, including the types of variables you’re dealing with and the distribution of your data.
In qualitative research, your data will usually be very dense with information and ideas. Instead of summing it up in numbers, you’ll need to comb through the data in detail, interpret its meanings, identify patterns, and extract the parts that are most relevant to your research question.
Two of the most common approaches to doing this are thematic analysis and discourse analysis .
Approach | Characteristics |
---|---|
Thematic analysis | |
Discourse analysis |
There are many other ways of analyzing qualitative data depending on the aims of your research. To get a sense of potential approaches, try reading some qualitative research papers in your field.
If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.
Statistics
Research bias
A research design is a strategy for answering your research question . It defines your overall approach and determines how you will collect and analyze data.
A well-planned research design helps ensure that your methods match your research aims, that you collect high-quality data, and that you use the right kind of analysis to answer your questions, utilizing credible sources . This allows you to draw valid , trustworthy conclusions.
Quantitative research designs can be divided into two main categories:
Qualitative research designs tend to be more flexible. Common types of qualitative design include case study , ethnography , and grounded theory designs.
The priorities of a research design can vary depending on the field, but you usually have to specify:
A sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.
In statistics, sampling allows you to test a hypothesis about the characteristics of a population.
Operationalization means turning abstract conceptual ideas into measurable observations.
For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioral avoidance of crowded places, or physical anxiety symptoms in social situations.
Before collecting data , it’s important to consider how you will operationalize the variables that you want to measure.
A research project is an academic, scientific, or professional undertaking to answer a research question . Research projects can take many forms, such as qualitative or quantitative , descriptive , longitudinal , experimental , or correlational . What kind of research approach you choose will depend on your topic.
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Starting to work on your first academic research projects you may feel overwhelmed by the abundance of technical concepts that are commonly used. You may encounter terms like "research methods," "research methodology," and "data collection and analysis" that seem endless. Let’s clarify what they mean.
Before starting any research work, you must know what methods you’ll use to reach your goals. For that, understanding the research methodology definition is needed. The research methodology is essential to a dissertation, thesis, or research paper as it explains the methods applied to collect and analyze data. This chapter from EduBirdie research paper writing services enables readers to estimate the validity and credibility of your research by providing the following information:
The methodology is the overall plan of your project, which includes studying the methods applied in research and the basic principles and theories to develop a suitable approach for achieving your purposes. As for methods, they involve specific procedures used for collecting and analyzing data, like surveys, statistical tests, and experiments.
A simple description of the methods may be sufficient for shorter scientific papers. A methodology section may be required for more extensive and complex projects (dissertation or thesis). In this paragraph, a researcher should explain the approach to explore questions and provide links to relevant sources to support the choice of methods. Understanding research methodology is crucial for conducting effective studies, but if you're struggling to put it all together, you might consider the option to pay someone to write my paper to ensure your methodology is thoroughly and accurately presented.
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You shouldn’t underestimate the importance of this paragraph, as it serves as a platform to demonstrate the thoroughness of your research process and its potential for further investigation. By including a section with a detailed description of the research methods applied, you increase the credibility of your paper and contextualize it within your area of study. This paragraph also serves as a reference for readers with questions or criticisms elsewhere in your article.
This paragraph doesn’t have to describe the data-collecting or analyzing process. Instead, this should outline the essential approaches and research perspectives. Let’s see what research methodology steps to take to complete a well-thought-out paragraph:
To ensure a clear and comprehensive methodology paragraph, it’s essential to avoid irrelevant information.
Adherence to ethical standards is critical to establishing trust, mutual respect, accountability, and fairness in research. Researchers should keep the following ethical considerations in mind when collecting and reporting data:
Three research methodology types are distinguished by their focus on numbers, words, or both. Let’s clarify their differences and features.
This approach aims to measure and test numerical data. It is used to confirm something. The method employs various techniques, such as tests, surveys, and existing databases. For instance, the quantitative methodology may be appropriate if you need to test several hypotheses.
It involves the collection and analysis of textual data and words. This approach is commonly used for exploratory research, where the study objective is to understand a phenomenon. It involves various techniques like interviews, observations, and focus groups. Exploratory research may be particularly useful in Sociology or Psychology, which aims to understand human actions.
This approach combines quantitative and qualitative methodologies. The quantitative method provides definitive facts and figures, while the qualitative approach adds a particular human aspect to the research. Researchers can obtain exact and exploratory data using a mixed-method approach, leading to incredibly interesting outcomes.
A quantitative approach enables getting practical results if your research problem involves collecting extensive numerical data. Otherwise, a qualitative methodology is more effective if you aim to understand people and their perspectives on events. For choosing the most suitable methodology, it’s essential to constantly address the research question and think about what you hope to achieve.
Many students feel confused when gathering data for their projects as they don’t know how to find resources for a research paper. We have something to tell you in this respect. The collecting data process for your study offers various options, which can be divided into the following types:
Interviews can be conducted one-on-one or in groups. They may be unstructured, structured, or semi-structured, which depends on how formal the questions are. In group interviews, you may ask participants to share their perceptions or opinions on specific topics.
This method is similar to a group interview but still has some differences. Focus groups involve a group of individuals discussing a particular topic while the researcher takes notes to make a summary of the received data.
This approach can be used to study human behavior and is conducted in a structured or spontaneous manner. Structured observations are made at a predetermined time and place, while spontaneous observations occur in participants' natural environments to analyze their behavior in everyday life.
Following this method, questions are posed to gather responses from participants, either in-person or virtually. The questions are free-answer (essay-style questions are good examples) and closed questions (multiple-choice). It's also possible to use a combination of both types of questions in a survey.
This involves something other than asking people questions. Instead, it relies on existing data for a study. This approach can be cost-effective and efficient, using research already completed. Still, since the researcher has limited control over the outcomes, documents, and records may need to provide a complete data source.
This method involves observing a person, situation, cultural group, or institution closely and thoroughly to explore the life of this social unit. The case study approach considers the total situation, including the factors, processes, and consequences of events and the individual behavior in its entire setting. It also involves analyzing and comparing cases to formulate hypotheses.
The choice of the data collection methodology in research depends on your academic paper objectives, resource constraints, and practicality. Let’s consider an example. If you’re doing exploratory research, it’s better to choose qualitative methods, such as interviews and focus groups, as they are more appropriate. On the other hand, if your project focuses on analyzing specific hypotheses or variables, large-scale surveys that provide substantial numerical data are likely more suitable.
Data analysis methods are typically categorized based on whether the research is qualitative or quantitative. Let’s consider them in detail.
Qualitative data analysis starts with data coding and is followed by one or more analysis techniques. While using this approach, researchers investigate based on images, observations, and language. They commonly employ the following data analysis methods:
This approach involves categorizing and interpreting the meaning of language (sentences, phrases, or words). Researchers apply it to various data sources, like newspapers, books, video recordings, social media posts, etc.
This method looks at how social contexts shape communication and meaning. It’s applied to explore cultural and social factors that affect the production and reception of spoken and written communication (political speeches, everyday conversations, media texts, etc.).
This method involves coding and examining data to discover general themes and patterns through analyzing focus group discussions, interview transcripts, and open-ended survey responses. The study’s results based on this method illustrate how the themes identified contribute to a broader understanding of the research question.
It involves interpreting story-based or narrative information and identifying the role and significance of people’s experiences. Narrative analysis can be applied to life histories, biographical accounts, and personal stories.
This approach is applied to develop concepts and theories based on the data gathered during research. It aims to generate theories from the data rather than begin with existing hypotheses and theories. When data is gathered, it is analyzed to discover themes and patterns which serve as a basis for developing concepts.
This is the way to explore how individuals interpret relationships, events, and other spheres of their lives. The central concept of this method is the subjective experience which is analyzed using interviews with participants to find out their patterns and understanding of the world around them.
The use of the following data analysis methods typically characterizes it:
The research purposes, practicalities, and resource constraints determine the choice of data analysis method.
Your research objectives heavily influence the choice of your methodological approach. Therefore, taking a step back and considering the bigger picture of your research before making any methodology decisions is crucial. To begin, you should determine whether your investigation is confirmatory or exploratory.
If your paper’s objectives are primarily exploratory, qualitative data collection research methodologies (for example, interviews) and analysis methods (such as thematic analysis) may be more suitable. In contrast, if your paper is looking to test or measure something (for example, confirmatory), quantitative data collection methods (like surveys) and statistical analyses may be more appropriate. It is essential to remember that your research objectives should always be the starting point. All methodology decisions should stem from them.
You must understand that your goal is not describing every method in your research methodology paragraph but explaining why you‘ve applied it. Here are some tips for writing strong examples of research methodology.
1. Concentrate on your purposes and research questions.
You should clearly show why your methods match your objectives and persuade the readers that you’ve selected the best possible method to answer your research questions and problem statement.
2. Refer to relevant sources.
You can strengthen your methodology by citing existing research in your study area. This allows you to do the following:
3. Think about your readers when writing for them.
Define how many details and what kind of information you have to give, and don’t be too redundant. If you choose typical methods that are standard for your subject, you shouldn’t give much justification or background.
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Where does the methodology section go in a research paper?
The methodology section of research paper is always presented in a scientific paper after the introduction and before results, discussion, and conclusion. This structure is also used in other types of research papers, such as a thesis, dissertation, or research proposal. However, depending on the scope and purpose of an academic paper, including a literature review or a theoretical framework before presenting the research methodology may be required.
What is the difference between reliability and validity?
When measuring something, the two most important concepts are reliability and validity. Let’s see their peculiarities. Reliability is related to the consistency of measurement, which means the ability to reproduce results under identical conditions. Whereas validity is concerned with the accuracy of a measurement, determining whether or not the results truly represent what they are intended to measure. In experimental studies, it is also important to analyze the internal and external validity of the experiment.
What is the most common research methodology?
The most popular research methodologies are quantitative and qualitative. The choice of a suitable approach depends on the research objective. Researchers use a quantitative method if a research problem demands a large amount of numerical data to test hypotheses. If their objective is to gain insight into people's perceptions and understanding of events, they opt for a qualitative method.
What is a good research methodology example?
A good research methodology is thorough, transparent, and systematic. It must be designed to answer the research question and hypothesis and ensure the results are valid and reliable. Here is a good research methodology sample:
" This study aimed to investigate the effects of mindfulness-based interventions on stress and well-being among college students. A randomized controlled trial design was used in which people were randomly assigned to either an experimental group that received a mindfulness-based intervention or a control group that received no intervention. The study sample comprised 80 undergraduate students at a major US public university. Data were collected through self-report measures of stress and well-being at baseline, immediately after the intervention, and during three months of follow-up. Descriptive statistics were used to present the characteristics of the sample, and repeated measures ANOVA was used to explore the effect of the intervention on stress and well-being over time. Ethical considerations were considered throughout the study, and informed consent was obtained from all participants before participation. The university's institutional review board approved the study."
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BMC Medical Research Methodology volume 20 , Article number: 226 ( 2020 ) Cite this article
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Methodological studies – studies that evaluate the design, analysis or reporting of other research-related reports – play an important role in health research. They help to highlight issues in the conduct of research with the aim of improving health research methodology, and ultimately reducing research waste.
We provide an overview of some of the key aspects of methodological studies such as what they are, and when, how and why they are done. We adopt a “frequently asked questions” format to facilitate reading this paper and provide multiple examples to help guide researchers interested in conducting methodological studies. Some of the topics addressed include: is it necessary to publish a study protocol? How to select relevant research reports and databases for a methodological study? What approaches to data extraction and statistical analysis should be considered when conducting a methodological study? What are potential threats to validity and is there a way to appraise the quality of methodological studies?
Appropriate reflection and application of basic principles of epidemiology and biostatistics are required in the design and analysis of methodological studies. This paper provides an introduction for further discussion about the conduct of methodological studies.
Peer Review reports
The field of meta-research (or research-on-research) has proliferated in recent years in response to issues with research quality and conduct [ 1 , 2 , 3 ]. As the name suggests, this field targets issues with research design, conduct, analysis and reporting. Various types of research reports are often examined as the unit of analysis in these studies (e.g. abstracts, full manuscripts, trial registry entries). Like many other novel fields of research, meta-research has seen a proliferation of use before the development of reporting guidance. For example, this was the case with randomized trials for which risk of bias tools and reporting guidelines were only developed much later – after many trials had been published and noted to have limitations [ 4 , 5 ]; and for systematic reviews as well [ 6 , 7 , 8 ]. However, in the absence of formal guidance, studies that report on research differ substantially in how they are named, conducted and reported [ 9 , 10 ]. This creates challenges in identifying, summarizing and comparing them. In this tutorial paper, we will use the term methodological study to refer to any study that reports on the design, conduct, analysis or reporting of primary or secondary research-related reports (such as trial registry entries and conference abstracts).
In the past 10 years, there has been an increase in the use of terms related to methodological studies (based on records retrieved with a keyword search [in the title and abstract] for “methodological review” and “meta-epidemiological study” in PubMed up to December 2019), suggesting that these studies may be appearing more frequently in the literature. See Fig. 1 .
Trends in the number studies that mention “methodological review” or “meta-
epidemiological study” in PubMed.
The methods used in many methodological studies have been borrowed from systematic and scoping reviews. This practice has influenced the direction of the field, with many methodological studies including searches of electronic databases, screening of records, duplicate data extraction and assessments of risk of bias in the included studies. However, the research questions posed in methodological studies do not always require the approaches listed above, and guidance is needed on when and how to apply these methods to a methodological study. Even though methodological studies can be conducted on qualitative or mixed methods research, this paper focuses on and draws examples exclusively from quantitative research.
The objectives of this paper are to provide some insights on how to conduct methodological studies so that there is greater consistency between the research questions posed, and the design, analysis and reporting of findings. We provide multiple examples to illustrate concepts and a proposed framework for categorizing methodological studies in quantitative research.
Any study that describes or analyzes methods (design, conduct, analysis or reporting) in published (or unpublished) literature is a methodological study. Consequently, the scope of methodological studies is quite extensive and includes, but is not limited to, topics as diverse as: research question formulation [ 11 ]; adherence to reporting guidelines [ 12 , 13 , 14 ] and consistency in reporting [ 15 ]; approaches to study analysis [ 16 ]; investigating the credibility of analyses [ 17 ]; and studies that synthesize these methodological studies [ 18 ]. While the nomenclature of methodological studies is not uniform, the intents and purposes of these studies remain fairly consistent – to describe or analyze methods in primary or secondary studies. As such, methodological studies may also be classified as a subtype of observational studies.
Parallel to this are experimental studies that compare different methods. Even though they play an important role in informing optimal research methods, experimental methodological studies are beyond the scope of this paper. Examples of such studies include the randomized trials by Buscemi et al., comparing single data extraction to double data extraction [ 19 ], and Carrasco-Labra et al., comparing approaches to presenting findings in Grading of Recommendations, Assessment, Development and Evaluations (GRADE) summary of findings tables [ 20 ]. In these studies, the unit of analysis is the person or groups of individuals applying the methods. We also direct readers to the Studies Within a Trial (SWAT) and Studies Within a Review (SWAR) programme operated through the Hub for Trials Methodology Research, for further reading as a potential useful resource for these types of experimental studies [ 21 ]. Lastly, this paper is not meant to inform the conduct of research using computational simulation and mathematical modeling for which some guidance already exists [ 22 ], or studies on the development of methods using consensus-based approaches.
Methodological studies occupy a unique niche in health research that allows them to inform methodological advances. Methodological studies should also be conducted as pre-cursors to reporting guideline development, as they provide an opportunity to understand current practices, and help to identify the need for guidance and gaps in methodological or reporting quality. For example, the development of the popular Preferred Reporting Items of Systematic reviews and Meta-Analyses (PRISMA) guidelines were preceded by methodological studies identifying poor reporting practices [ 23 , 24 ]. In these instances, after the reporting guidelines are published, methodological studies can also be used to monitor uptake of the guidelines.
These studies can also be conducted to inform the state of the art for design, analysis and reporting practices across different types of health research fields, with the aim of improving research practices, and preventing or reducing research waste. For example, Samaan et al. conducted a scoping review of adherence to different reporting guidelines in health care literature [ 18 ]. Methodological studies can also be used to determine the factors associated with reporting practices. For example, Abbade et al. investigated journal characteristics associated with the use of the Participants, Intervention, Comparison, Outcome, Timeframe (PICOT) format in framing research questions in trials of venous ulcer disease [ 11 ].
There is no clear answer to this question. Based on a search of PubMed, the use of related terms (“methodological review” and “meta-epidemiological study”) – and therefore, the number of methodological studies – is on the rise. However, many other terms are used to describe methodological studies. There are also many studies that explore design, conduct, analysis or reporting of research reports, but that do not use any specific terms to describe or label their study design in terms of “methodology”. This diversity in nomenclature makes a census of methodological studies elusive. Appropriate terminology and key words for methodological studies are needed to facilitate improved accessibility for end-users.
Methodological studies provide information on the design, conduct, analysis or reporting of primary and secondary research and can be used to appraise quality, quantity, completeness, accuracy and consistency of health research. These issues can be explored in specific fields, journals, databases, geographical regions and time periods. For example, Areia et al. explored the quality of reporting of endoscopic diagnostic studies in gastroenterology [ 25 ]; Knol et al. investigated the reporting of p -values in baseline tables in randomized trial published in high impact journals [ 26 ]; Chen et al. describe adherence to the Consolidated Standards of Reporting Trials (CONSORT) statement in Chinese Journals [ 27 ]; and Hopewell et al. describe the effect of editors’ implementation of CONSORT guidelines on reporting of abstracts over time [ 28 ]. Methodological studies provide useful information to researchers, clinicians, editors, publishers and users of health literature. As a result, these studies have been at the cornerstone of important methodological developments in the past two decades and have informed the development of many health research guidelines including the highly cited CONSORT statement [ 5 ].
Methodological studies can be found in most common biomedical bibliographic databases (e.g. Embase, MEDLINE, PubMed, Web of Science). However, the biggest caveat is that methodological studies are hard to identify in the literature due to the wide variety of names used and the lack of comprehensive databases dedicated to them. A handful can be found in the Cochrane Library as “Cochrane Methodology Reviews”, but these studies only cover methodological issues related to systematic reviews. Previous attempts to catalogue all empirical studies of methods used in reviews were abandoned 10 years ago [ 29 ]. In other databases, a variety of search terms may be applied with different levels of sensitivity and specificity.
In this section, we have outlined responses to questions that might help inform the conduct of methodological studies.
Q: How should I select research reports for my methodological study?
A: Selection of research reports for a methodological study depends on the research question and eligibility criteria. Once a clear research question is set and the nature of literature one desires to review is known, one can then begin the selection process. Selection may begin with a broad search, especially if the eligibility criteria are not apparent. For example, a methodological study of Cochrane Reviews of HIV would not require a complex search as all eligible studies can easily be retrieved from the Cochrane Library after checking a few boxes [ 30 ]. On the other hand, a methodological study of subgroup analyses in trials of gastrointestinal oncology would require a search to find such trials, and further screening to identify trials that conducted a subgroup analysis [ 31 ].
The strategies used for identifying participants in observational studies can apply here. One may use a systematic search to identify all eligible studies. If the number of eligible studies is unmanageable, a random sample of articles can be expected to provide comparable results if it is sufficiently large [ 32 ]. For example, Wilson et al. used a random sample of trials from the Cochrane Stroke Group’s Trial Register to investigate completeness of reporting [ 33 ]. It is possible that a simple random sample would lead to underrepresentation of units (i.e. research reports) that are smaller in number. This is relevant if the investigators wish to compare multiple groups but have too few units in one group. In this case a stratified sample would help to create equal groups. For example, in a methodological study comparing Cochrane and non-Cochrane reviews, Kahale et al. drew random samples from both groups [ 34 ]. Alternatively, systematic or purposeful sampling strategies can be used and we encourage researchers to justify their selected approaches based on the study objective.
Q: How many databases should I search?
A: The number of databases one should search would depend on the approach to sampling, which can include targeting the entire “population” of interest or a sample of that population. If you are interested in including the entire target population for your research question, or drawing a random or systematic sample from it, then a comprehensive and exhaustive search for relevant articles is required. In this case, we recommend using systematic approaches for searching electronic databases (i.e. at least 2 databases with a replicable and time stamped search strategy). The results of your search will constitute a sampling frame from which eligible studies can be drawn.
Alternatively, if your approach to sampling is purposeful, then we recommend targeting the database(s) or data sources (e.g. journals, registries) that include the information you need. For example, if you are conducting a methodological study of high impact journals in plastic surgery and they are all indexed in PubMed, you likely do not need to search any other databases. You may also have a comprehensive list of all journals of interest and can approach your search using the journal names in your database search (or by accessing the journal archives directly from the journal’s website). Even though one could also search journals’ web pages directly, using a database such as PubMed has multiple advantages, such as the use of filters, so the search can be narrowed down to a certain period, or study types of interest. Furthermore, individual journals’ web sites may have different search functionalities, which do not necessarily yield a consistent output.
Q: Should I publish a protocol for my methodological study?
A: A protocol is a description of intended research methods. Currently, only protocols for clinical trials require registration [ 35 ]. Protocols for systematic reviews are encouraged but no formal recommendation exists. The scientific community welcomes the publication of protocols because they help protect against selective outcome reporting, the use of post hoc methodologies to embellish results, and to help avoid duplication of efforts [ 36 ]. While the latter two risks exist in methodological research, the negative consequences may be substantially less than for clinical outcomes. In a sample of 31 methodological studies, 7 (22.6%) referenced a published protocol [ 9 ]. In the Cochrane Library, there are 15 protocols for methodological reviews (21 July 2020). This suggests that publishing protocols for methodological studies is not uncommon.
Authors can consider publishing their study protocol in a scholarly journal as a manuscript. Advantages of such publication include obtaining peer-review feedback about the planned study, and easy retrieval by searching databases such as PubMed. The disadvantages in trying to publish protocols includes delays associated with manuscript handling and peer review, as well as costs, as few journals publish study protocols, and those journals mostly charge article-processing fees [ 37 ]. Authors who would like to make their protocol publicly available without publishing it in scholarly journals, could deposit their study protocols in publicly available repositories, such as the Open Science Framework ( https://osf.io/ ).
Q: How to appraise the quality of a methodological study?
A: To date, there is no published tool for appraising the risk of bias in a methodological study, but in principle, a methodological study could be considered as a type of observational study. Therefore, during conduct or appraisal, care should be taken to avoid the biases common in observational studies [ 38 ]. These biases include selection bias, comparability of groups, and ascertainment of exposure or outcome. In other words, to generate a representative sample, a comprehensive reproducible search may be necessary to build a sampling frame. Additionally, random sampling may be necessary to ensure that all the included research reports have the same probability of being selected, and the screening and selection processes should be transparent and reproducible. To ensure that the groups compared are similar in all characteristics, matching, random sampling or stratified sampling can be used. Statistical adjustments for between-group differences can also be applied at the analysis stage. Finally, duplicate data extraction can reduce errors in assessment of exposures or outcomes.
Q: Should I justify a sample size?
A: In all instances where one is not using the target population (i.e. the group to which inferences from the research report are directed) [ 39 ], a sample size justification is good practice. The sample size justification may take the form of a description of what is expected to be achieved with the number of articles selected, or a formal sample size estimation that outlines the number of articles required to answer the research question with a certain precision and power. Sample size justifications in methodological studies are reasonable in the following instances:
Comparing two groups
Determining a proportion, mean or another quantifier
Determining factors associated with an outcome using regression-based analyses
For example, El Dib et al. computed a sample size requirement for a methodological study of diagnostic strategies in randomized trials, based on a confidence interval approach [ 40 ].
Q: What should I call my study?
A: Other terms which have been used to describe/label methodological studies include “ methodological review ”, “methodological survey” , “meta-epidemiological study” , “systematic review” , “systematic survey”, “meta-research”, “research-on-research” and many others. We recommend that the study nomenclature be clear, unambiguous, informative and allow for appropriate indexing. Methodological study nomenclature that should be avoided includes “ systematic review” – as this will likely be confused with a systematic review of a clinical question. “ Systematic survey” may also lead to confusion about whether the survey was systematic (i.e. using a preplanned methodology) or a survey using “ systematic” sampling (i.e. a sampling approach using specific intervals to determine who is selected) [ 32 ]. Any of the above meanings of the words “ systematic” may be true for methodological studies and could be potentially misleading. “ Meta-epidemiological study” is ideal for indexing, but not very informative as it describes an entire field. The term “ review ” may point towards an appraisal or “review” of the design, conduct, analysis or reporting (or methodological components) of the targeted research reports, yet it has also been used to describe narrative reviews [ 41 , 42 ]. The term “ survey ” is also in line with the approaches used in many methodological studies [ 9 ], and would be indicative of the sampling procedures of this study design. However, in the absence of guidelines on nomenclature, the term “ methodological study ” is broad enough to capture most of the scenarios of such studies.
Q: Should I account for clustering in my methodological study?
A: Data from methodological studies are often clustered. For example, articles coming from a specific source may have different reporting standards (e.g. the Cochrane Library). Articles within the same journal may be similar due to editorial practices and policies, reporting requirements and endorsement of guidelines. There is emerging evidence that these are real concerns that should be accounted for in analyses [ 43 ]. Some cluster variables are described in the section: “ What variables are relevant to methodological studies?”
A variety of modelling approaches can be used to account for correlated data, including the use of marginal, fixed or mixed effects regression models with appropriate computation of standard errors [ 44 ]. For example, Kosa et al. used generalized estimation equations to account for correlation of articles within journals [ 15 ]. Not accounting for clustering could lead to incorrect p -values, unduly narrow confidence intervals, and biased estimates [ 45 ].
Q: Should I extract data in duplicate?
A: Yes. Duplicate data extraction takes more time but results in less errors [ 19 ]. Data extraction errors in turn affect the effect estimate [ 46 ], and therefore should be mitigated. Duplicate data extraction should be considered in the absence of other approaches to minimize extraction errors. However, much like systematic reviews, this area will likely see rapid new advances with machine learning and natural language processing technologies to support researchers with screening and data extraction [ 47 , 48 ]. However, experience plays an important role in the quality of extracted data and inexperienced extractors should be paired with experienced extractors [ 46 , 49 ].
Q: Should I assess the risk of bias of research reports included in my methodological study?
A : Risk of bias is most useful in determining the certainty that can be placed in the effect measure from a study. In methodological studies, risk of bias may not serve the purpose of determining the trustworthiness of results, as effect measures are often not the primary goal of methodological studies. Determining risk of bias in methodological studies is likely a practice borrowed from systematic review methodology, but whose intrinsic value is not obvious in methodological studies. When it is part of the research question, investigators often focus on one aspect of risk of bias. For example, Speich investigated how blinding was reported in surgical trials [ 50 ], and Abraha et al., investigated the application of intention-to-treat analyses in systematic reviews and trials [ 51 ].
Q: What variables are relevant to methodological studies?
A: There is empirical evidence that certain variables may inform the findings in a methodological study. We outline some of these and provide a brief overview below:
Country: Countries and regions differ in their research cultures, and the resources available to conduct research. Therefore, it is reasonable to believe that there may be differences in methodological features across countries. Methodological studies have reported loco-regional differences in reporting quality [ 52 , 53 ]. This may also be related to challenges non-English speakers face in publishing papers in English.
Authors’ expertise: The inclusion of authors with expertise in research methodology, biostatistics, and scientific writing is likely to influence the end-product. Oltean et al. found that among randomized trials in orthopaedic surgery, the use of analyses that accounted for clustering was more likely when specialists (e.g. statistician, epidemiologist or clinical trials methodologist) were included on the study team [ 54 ]. Fleming et al. found that including methodologists in the review team was associated with appropriate use of reporting guidelines [ 55 ].
Source of funding and conflicts of interest: Some studies have found that funded studies report better [ 56 , 57 ], while others do not [ 53 , 58 ]. The presence of funding would indicate the availability of resources deployed to ensure optimal design, conduct, analysis and reporting. However, the source of funding may introduce conflicts of interest and warrant assessment. For example, Kaiser et al. investigated the effect of industry funding on obesity or nutrition randomized trials and found that reporting quality was similar [ 59 ]. Thomas et al. looked at reporting quality of long-term weight loss trials and found that industry funded studies were better [ 60 ]. Kan et al. examined the association between industry funding and “positive trials” (trials reporting a significant intervention effect) and found that industry funding was highly predictive of a positive trial [ 61 ]. This finding is similar to that of a recent Cochrane Methodology Review by Hansen et al. [ 62 ]
Journal characteristics: Certain journals’ characteristics may influence the study design, analysis or reporting. Characteristics such as journal endorsement of guidelines [ 63 , 64 ], and Journal Impact Factor (JIF) have been shown to be associated with reporting [ 63 , 65 , 66 , 67 ].
Study size (sample size/number of sites): Some studies have shown that reporting is better in larger studies [ 53 , 56 , 58 ].
Year of publication: It is reasonable to assume that design, conduct, analysis and reporting of research will change over time. Many studies have demonstrated improvements in reporting over time or after the publication of reporting guidelines [ 68 , 69 ].
Type of intervention: In a methodological study of reporting quality of weight loss intervention studies, Thabane et al. found that trials of pharmacologic interventions were reported better than trials of non-pharmacologic interventions [ 70 ].
Interactions between variables: Complex interactions between the previously listed variables are possible. High income countries with more resources may be more likely to conduct larger studies and incorporate a variety of experts. Authors in certain countries may prefer certain journals, and journal endorsement of guidelines and editorial policies may change over time.
Q: Should I focus only on high impact journals?
A: Investigators may choose to investigate only high impact journals because they are more likely to influence practice and policy, or because they assume that methodological standards would be higher. However, the JIF may severely limit the scope of articles included and may skew the sample towards articles with positive findings. The generalizability and applicability of findings from a handful of journals must be examined carefully, especially since the JIF varies over time. Even among journals that are all “high impact”, variations exist in methodological standards.
Q: Can I conduct a methodological study of qualitative research?
A: Yes. Even though a lot of methodological research has been conducted in the quantitative research field, methodological studies of qualitative studies are feasible. Certain databases that catalogue qualitative research including the Cumulative Index to Nursing & Allied Health Literature (CINAHL) have defined subject headings that are specific to methodological research (e.g. “research methodology”). Alternatively, one could also conduct a qualitative methodological review; that is, use qualitative approaches to synthesize methodological issues in qualitative studies.
Q: What reporting guidelines should I use for my methodological study?
A: There is no guideline that covers the entire scope of methodological studies. One adaptation of the PRISMA guidelines has been published, which works well for studies that aim to use the entire target population of research reports [ 71 ]. However, it is not widely used (40 citations in 2 years as of 09 December 2019), and methodological studies that are designed as cross-sectional or before-after studies require a more fit-for purpose guideline. A more encompassing reporting guideline for a broad range of methodological studies is currently under development [ 72 ]. However, in the absence of formal guidance, the requirements for scientific reporting should be respected, and authors of methodological studies should focus on transparency and reproducibility.
Q: What are the potential threats to validity and how can I avoid them?
A: Methodological studies may be compromised by a lack of internal or external validity. The main threats to internal validity in methodological studies are selection and confounding bias. Investigators must ensure that the methods used to select articles does not make them differ systematically from the set of articles to which they would like to make inferences. For example, attempting to make extrapolations to all journals after analyzing high-impact journals would be misleading.
Many factors (confounders) may distort the association between the exposure and outcome if the included research reports differ with respect to these factors [ 73 ]. For example, when examining the association between source of funding and completeness of reporting, it may be necessary to account for journals that endorse the guidelines. Confounding bias can be addressed by restriction, matching and statistical adjustment [ 73 ]. Restriction appears to be the method of choice for many investigators who choose to include only high impact journals or articles in a specific field. For example, Knol et al. examined the reporting of p -values in baseline tables of high impact journals [ 26 ]. Matching is also sometimes used. In the methodological study of non-randomized interventional studies of elective ventral hernia repair, Parker et al. matched prospective studies with retrospective studies and compared reporting standards [ 74 ]. Some other methodological studies use statistical adjustments. For example, Zhang et al. used regression techniques to determine the factors associated with missing participant data in trials [ 16 ].
With regard to external validity, researchers interested in conducting methodological studies must consider how generalizable or applicable their findings are. This should tie in closely with the research question and should be explicit. For example. Findings from methodological studies on trials published in high impact cardiology journals cannot be assumed to be applicable to trials in other fields. However, investigators must ensure that their sample truly represents the target sample either by a) conducting a comprehensive and exhaustive search, or b) using an appropriate and justified, randomly selected sample of research reports.
Even applicability to high impact journals may vary based on the investigators’ definition, and over time. For example, for high impact journals in the field of general medicine, Bouwmeester et al. included the Annals of Internal Medicine (AIM), BMJ, the Journal of the American Medical Association (JAMA), Lancet, the New England Journal of Medicine (NEJM), and PLoS Medicine ( n = 6) [ 75 ]. In contrast, the high impact journals selected in the methodological study by Schiller et al. were BMJ, JAMA, Lancet, and NEJM ( n = 4) [ 76 ]. Another methodological study by Kosa et al. included AIM, BMJ, JAMA, Lancet and NEJM ( n = 5). In the methodological study by Thabut et al., journals with a JIF greater than 5 were considered to be high impact. Riado Minguez et al. used first quartile journals in the Journal Citation Reports (JCR) for a specific year to determine “high impact” [ 77 ]. Ultimately, the definition of high impact will be based on the number of journals the investigators are willing to include, the year of impact and the JIF cut-off [ 78 ]. We acknowledge that the term “generalizability” may apply differently for methodological studies, especially when in many instances it is possible to include the entire target population in the sample studied.
Finally, methodological studies are not exempt from information bias which may stem from discrepancies in the included research reports [ 79 ], errors in data extraction, or inappropriate interpretation of the information extracted. Likewise, publication bias may also be a concern in methodological studies, but such concepts have not yet been explored.
In order to inform discussions about methodological studies, the development of guidance for what should be reported, we have outlined some key features of methodological studies that can be used to classify them. For each of the categories outlined below, we provide an example. In our experience, the choice of approach to completing a methodological study can be informed by asking the following four questions:
What is the aim?
Methodological studies that investigate bias
A methodological study may be focused on exploring sources of bias in primary or secondary studies (meta-bias), or how bias is analyzed. We have taken care to distinguish bias (i.e. systematic deviations from the truth irrespective of the source) from reporting quality or completeness (i.e. not adhering to a specific reporting guideline or norm). An example of where this distinction would be important is in the case of a randomized trial with no blinding. This study (depending on the nature of the intervention) would be at risk of performance bias. However, if the authors report that their study was not blinded, they would have reported adequately. In fact, some methodological studies attempt to capture both “quality of conduct” and “quality of reporting”, such as Richie et al., who reported on the risk of bias in randomized trials of pharmacy practice interventions [ 80 ]. Babic et al. investigated how risk of bias was used to inform sensitivity analyses in Cochrane reviews [ 81 ]. Further, biases related to choice of outcomes can also be explored. For example, Tan et al investigated differences in treatment effect size based on the outcome reported [ 82 ].
Methodological studies that investigate quality (or completeness) of reporting
Methodological studies may report quality of reporting against a reporting checklist (i.e. adherence to guidelines) or against expected norms. For example, Croituro et al. report on the quality of reporting in systematic reviews published in dermatology journals based on their adherence to the PRISMA statement [ 83 ], and Khan et al. described the quality of reporting of harms in randomized controlled trials published in high impact cardiovascular journals based on the CONSORT extension for harms [ 84 ]. Other methodological studies investigate reporting of certain features of interest that may not be part of formally published checklists or guidelines. For example, Mbuagbaw et al. described how often the implications for research are elaborated using the Evidence, Participants, Intervention, Comparison, Outcome, Timeframe (EPICOT) format [ 30 ].
Methodological studies that investigate the consistency of reporting
Sometimes investigators may be interested in how consistent reports of the same research are, as it is expected that there should be consistency between: conference abstracts and published manuscripts; manuscript abstracts and manuscript main text; and trial registration and published manuscript. For example, Rosmarakis et al. investigated consistency between conference abstracts and full text manuscripts [ 85 ].
Methodological studies that investigate factors associated with reporting
In addition to identifying issues with reporting in primary and secondary studies, authors of methodological studies may be interested in determining the factors that are associated with certain reporting practices. Many methodological studies incorporate this, albeit as a secondary outcome. For example, Farrokhyar et al. investigated the factors associated with reporting quality in randomized trials of coronary artery bypass grafting surgery [ 53 ].
Methodological studies that investigate methods
Methodological studies may also be used to describe methods or compare methods, and the factors associated with methods. Muller et al. described the methods used for systematic reviews and meta-analyses of observational studies [ 86 ].
Methodological studies that summarize other methodological studies
Some methodological studies synthesize results from other methodological studies. For example, Li et al. conducted a scoping review of methodological reviews that investigated consistency between full text and abstracts in primary biomedical research [ 87 ].
Methodological studies that investigate nomenclature and terminology
Some methodological studies may investigate the use of names and terms in health research. For example, Martinic et al. investigated the definitions of systematic reviews used in overviews of systematic reviews (OSRs), meta-epidemiological studies and epidemiology textbooks [ 88 ].
Other types of methodological studies
In addition to the previously mentioned experimental methodological studies, there may exist other types of methodological studies not captured here.
What is the design?
Methodological studies that are descriptive
Most methodological studies are purely descriptive and report their findings as counts (percent) and means (standard deviation) or medians (interquartile range). For example, Mbuagbaw et al. described the reporting of research recommendations in Cochrane HIV systematic reviews [ 30 ]. Gohari et al. described the quality of reporting of randomized trials in diabetes in Iran [ 12 ].
Methodological studies that are analytical
Some methodological studies are analytical wherein “analytical studies identify and quantify associations, test hypotheses, identify causes and determine whether an association exists between variables, such as between an exposure and a disease.” [ 89 ] In the case of methodological studies all these investigations are possible. For example, Kosa et al. investigated the association between agreement in primary outcome from trial registry to published manuscript and study covariates. They found that larger and more recent studies were more likely to have agreement [ 15 ]. Tricco et al. compared the conclusion statements from Cochrane and non-Cochrane systematic reviews with a meta-analysis of the primary outcome and found that non-Cochrane reviews were more likely to report positive findings. These results are a test of the null hypothesis that the proportions of Cochrane and non-Cochrane reviews that report positive results are equal [ 90 ].
What is the sampling strategy?
Methodological studies that include the target population
Methodological reviews with narrow research questions may be able to include the entire target population. For example, in the methodological study of Cochrane HIV systematic reviews, Mbuagbaw et al. included all of the available studies ( n = 103) [ 30 ].
Methodological studies that include a sample of the target population
Many methodological studies use random samples of the target population [ 33 , 91 , 92 ]. Alternatively, purposeful sampling may be used, limiting the sample to a subset of research-related reports published within a certain time period, or in journals with a certain ranking or on a topic. Systematic sampling can also be used when random sampling may be challenging to implement.
What is the unit of analysis?
Methodological studies with a research report as the unit of analysis
Many methodological studies use a research report (e.g. full manuscript of study, abstract portion of the study) as the unit of analysis, and inferences can be made at the study-level. However, both published and unpublished research-related reports can be studied. These may include articles, conference abstracts, registry entries etc.
Methodological studies with a design, analysis or reporting item as the unit of analysis
Some methodological studies report on items which may occur more than once per article. For example, Paquette et al. report on subgroup analyses in Cochrane reviews of atrial fibrillation in which 17 systematic reviews planned 56 subgroup analyses [ 93 ].
This framework is outlined in Fig. 2 .
A proposed framework for methodological studies
Methodological studies have examined different aspects of reporting such as quality, completeness, consistency and adherence to reporting guidelines. As such, many of the methodological study examples cited in this tutorial are related to reporting. However, as an evolving field, the scope of research questions that can be addressed by methodological studies is expected to increase.
In this paper we have outlined the scope and purpose of methodological studies, along with examples of instances in which various approaches have been used. In the absence of formal guidance on the design, conduct, analysis and reporting of methodological studies, we have provided some advice to help make methodological studies consistent. This advice is grounded in good contemporary scientific practice. Generally, the research question should tie in with the sampling approach and planned analysis. We have also highlighted the variables that may inform findings from methodological studies. Lastly, we have provided suggestions for ways in which authors can categorize their methodological studies to inform their design and analysis.
Data sharing is not applicable to this article as no new data were created or analyzed in this study.
Consolidated Standards of Reporting Trials
Evidence, Participants, Intervention, Comparison, Outcome, Timeframe
Grading of Recommendations, Assessment, Development and Evaluations
Participants, Intervention, Comparison, Outcome, Timeframe
Preferred Reporting Items of Systematic reviews and Meta-Analyses
Studies Within a Review
Studies Within a Trial
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Lawrence Mbuagbaw, Daeria O. Lawson & Lehana Thabane
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Lawrence Mbuagbaw
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Lehana Thabane
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LM conceived the idea and drafted the outline and paper. DOL and LT commented on the idea and draft outline. LM, LP and DOL performed literature searches and data extraction. All authors (LM, DOL, LT, LP, DBA) reviewed several draft versions of the manuscript and approved the final manuscript.
Correspondence to Lawrence Mbuagbaw .
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DOL, DBA, LM, LP and LT are involved in the development of a reporting guideline for methodological studies.
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Mbuagbaw, L., Lawson, D.O., Puljak, L. et al. A tutorial on methodological studies: the what, when, how and why. BMC Med Res Methodol 20 , 226 (2020). https://doi.org/10.1186/s12874-020-01107-7
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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.
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.
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 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.
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.
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.
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.
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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Whatever your field or discipline, the best advice to give on identifying a research topic is to choose something that you find really interesting. You will be spending an enormous amount of time with your topic, you need to be invested. Over the course of your research design, proposal and actually conducting your study, you may feel like you are really tired of your topic, however, your interest and investment in the topic will help you persist through dissertation defense. Identifying a research topic can be challenging. Most of the research that has been completed on the process of conducting research fails to examine the preliminary stages of the interactive and self-reflective process of identifying a research topic (Wintersberger & Saunders, 2020). You may choose a topic at the beginning of the process, and through exploring the research that has already been done, one’s own interests that are narrowed or expanded in scope, the topic will change over time (Dwarkadas & Lin, 2019). Where do I begin? According to the research, there are generally two paths to exploring your research topic, creative path and the rational path (Saunders et al., 2019). The rational path takes a linear path and deals with questions we need to ask ourselves like: what are some timely topics in my field in the media right now?; what strengths do I bring to the research?; what are the gaps in the research about the area of research interest? (Saunders et al., 2019; Wintersberger & Saunders, 2020).The creative path is less linear in that it may include keeping a notebook of ideas based on discussion in coursework or with your peers in the field. Whichever path you take, you will inevitably have to narrow your more generalized ideas down. A great way to do that is to continue reading the literature about and around your topic looking for gaps that could be explored. Also, try engaging in meaningful discussions with experts in your field to get their take on your research ideas (Saunders et al., 2019; Wintersberger & Saunders, 2020). It is important to remember that a research topic should be (Dwarkadas & Lin, 2019; Saunders et al., 2019; Wintersberger & Saunders, 2020):
Dwarkadas, S., & Lin, M. C. (2019, August 04). Finding a research topic. Computing Research Association for Women, Portland State University. https://cra.org/cra-wp/wp-content/uploads/sites/8/2019/04/FindingResearchTopic/2019.pdf
Saunders, M. N. K., Lewis, P., & Thornhill, A. (2019). Research methods for business students (8th ed.). Pearson.
Wintersberger, D., & Saunders, M. (2020). Formulating and clarifying the research topic: Insights and a guide for the production management research community. Production, 30 . https://doi.org/10.1590/0103-6513.20200059
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Quantitative research involves collecting and analyzing numerical data to identify patterns, trends, and relationships among variables. This method is widely used in social sciences, psychology , economics , and other fields where researchers aim to understand human behavior and phenomena through statistical analysis. If you are looking for a quantitative research topic, there are numerous areas to explore, from analyzing data on a specific population to studying the effects of a particular intervention or treatment. In this post, we will provide some ideas for quantitative research topics that may inspire you and help you narrow down your interests.
Quantitative Research Titles are as follows:
Quantitative Research Topics are as follows:
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Qualitative research is a method used to explore and understand people's experiences, behaviors, and social contexts. It involves collecting non-numerical data, such as interviews, observations, and written texts, to gain insights into underlying motivations and perspectives. This approach emphasizes depth over breadth, providing rich, detailed understanding of complex issues.
This article equips you to find the perfect qualitative research topic. We'll provide a range of options to guide you through the selection process. But fear not, if you get stuck after reading our tips, EssayService can still be a valuable resource with any type of schoolwork!
Choosing a good qualitative research title can lead to a more engaging and meaningful study, providing valuable insights into the subject matter. To select a good topic, it's helpful to use strategies that encourage creativity and thorough exploration. According to Cryer (2000), there are several strategies that can aid in generating ideas for your research. Here are the steps to follow:
See related article: Qualitative Market Research .
Find out about the main difference between qualitative and quantitative research in our special guide.
So, you're ready to pick your qualitative research topic! Here's a quick recap:
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In the face of climate change and increasing global food demand, enhancing crop stress tolerance has now become a critical focus in plant and agricultural research. Innovations in creating elite germplasm and understanding molecular genetics offer promising solutions to improve crop resilience. Germplasm diversity provides a reservoir of valuable genetic traits that can be used to develop stress-tolerant varieties, while molecular genetic techniques enable a deep understanding of stress response pathways through precise manipulations of genes and proteins. Collectively, these approaches will accelerate the production of elite crops that can withstand both abiotic and biotic stresses, ensuring sustainable food production. The primary objectives of this research topic are to address key issues and main research areas in crop stress tolerance. Specifically, it focuses on the efficient discovery and creation of germplasm resources from major food crops and the understanding of molecular genetic regulatory networks underlying these traits. This includes identifying specific genes and pathways involved in stress tolerance and integrating these traits into new crop varieties. The ultimate goal of this research topic is to offer valuable insights for creating high-yielding, stress-tolerant crops that can sustain agricultural productivity in the face of environmental challenges. We welcome submissions of original research papers, reviews, data report, hypothesis & theory, methods, and opinions, including (but not limited to) research on the following sub-themes: • Conducting studies on the mechanisms of formation and evolution of crop germplasm resources. • Systematically analyzing the molecular mechanisms of agronomic traits such as biotic resistance and abiotic stress tolerance. • Creating and discovering elite germplasm carrying superior genetic traits, and can be used for developing functional gene markers. • Engaging in targeted crop breeding to either create new germplasm or modify existing germplasm with high quality, stress resistance, and higher nutrient use efficiency.
Keywords : Abiotic and biotic stresses, Germplasm resources, Molecular markers, Molecular genetics, Crop Stress Tolerance
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It was much more accurate than primary care doctors using cognitive tests and CT scans. The findings could speed the quest for an affordable and accessible way to diagnose patients with memory problems.
By Pam Belluck
Scientists have made another major stride toward the long-sought goal of diagnosing Alzheimer’s disease with a simple blood test . On Sunday, a team of researchers reported that a blood test was significantly more accurate than doctors’ interpretation of cognitive tests and CT scans in signaling the condition.
The study , published Sunday in the journal JAMA, found that about 90 percent of the time the blood test correctly identified whether patients with memory problems had Alzheimer’s. Dementia specialists using standard methods that did not include expensive PET scans or invasive spinal taps were accurate 73 percent of the time, while primary care doctors using those methods got it right only 61 percent of the time.
“Not too long ago measuring pathology in the brain of a living human was considered just impossible,” said Dr. Jason Karlawish, a co-director of the Penn Memory Center at the University of Pennsylvania who was not involved in the research. “This study adds to the revolution that has occurred in our ability to measure what’s going on in the brain of living humans.”
The results, presented Sunday at the Alzheimer’s Association International Conference in Philadelphia, are the latest milestone in the search for affordable and accessible ways to diagnose Alzheimer’s, a disease that afflicts nearly seven million Americans and over 32 million people worldwide. Medical experts say the findings bring the field closer to a day when people might receive routine blood tests for cognitive impairment as part of primary care checkups, similar to the way they receive cholesterol tests.
“Now, we screen people with mammograms and PSA or prostate exams and other things to look for very early signs of cancer,” said Dr. Adam Boxer, a neurologist at the University of California, San Francisco, who was not involved in the study. “And I think we’re going to be doing the same thing for Alzheimer’s disease and hopefully other forms of neurodegeneration.”
In recent years, several blood tests have been developed for Alzheimer’s. They are currently used mostly to screen participants in clinical trials and by some specialists like Dr. Boxer to help pinpoint if a patient’s dementia is caused by Alzheimer’s or another condition.
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The methods section describes actions to be taken to investigate a research problem and the rationale for the application of specific procedures or techniques used to identify, select, process, and analyze information applied to understanding the problem, thereby, allowing the reader to critically evaluate a study’s overall validity and reliability. The methodology section of a research paper answers two main questions: How was the data collected or generated? And, how was it analyzed? The writing should be direct and precise and always written in the past tense.
Kallet, Richard H. "How to Write the Methods Section of a Research Paper." Respiratory Care 49 (October 2004): 1229-1232.
You must explain how you obtained and analyzed your results for the following reasons:
Bem, Daryl J. Writing the Empirical Journal Article . Psychology Writing Center. University of Washington; Denscombe, Martyn. The Good Research Guide: For Small-Scale Social Research Projects . 5th edition. Buckingham, UK: Open University Press, 2014; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008.
The introduction to your methodology section should begin by restating the research problem and underlying assumptions underpinning your study. This is followed by situating the methods you will use to gather, analyze, and process information within the overall “tradition” of your field of study and within the particular research design you have chosen to study the problem. If the method you choose lies outside of the tradition of your field [i.e., your review of the literature demonstrates that the method is not commonly used], provide a justification for how your choice of methods specifically addresses the research problem in ways that have not been utilized in prior studies.
The remainder of your methodology section should describe the following:
In addition, an effectively written methodology section should:
NOTE : Once you have written all of the elements of the methods section, subsequent revisions should focus on how to present those elements as clearly and as logically as possibly. The description of how you prepared to study the research problem, how you gathered the data, and the protocol for analyzing the data should be organized chronologically. For clarity, when a large amount of detail must be presented, information should be presented in sub-sections according to topic.
ANOTHER NOTE : If you are conducting a qualitative analysis of a research problem , the methodology section generally requires a more elaborate description of the methods used as well as an explanation of the processes applied to gathering and analyzing of data than is generally required for studies using quantitative methods. Because you are the primary instrument for generating the data, the process for collecting that data has a significantly greater impact on producing the findings. Therefore, qualitative research requires a more detailed description of the methods used.
III. Problems to Avoid
Irrelevant Detail The methodology section of your paper should be thorough but to the point. Do not provide any background information that does not directly help the reader understand why a particular method was chosen, how the data was gathered or obtained, and how the data was analyzed in relation to the research problem [note: analyzed, not interpreted! Save how you interpreted the findings for the discussion section]. With this in mind, the page length of your methods section will generally be less than any other section of your paper except the conclusion.
Unnecessary Explanation of Basic Procedures Remember that you are not writing a how-to guide about a particular method. You should make the assumption that readers possess a basic understanding of how to investigate the research problem on their own and, therefore, you do not have to go into great detail about specific methodological procedures. The focus should be on how you applied a method , not on the mechanics of doing a method. An exception to this rule is if you select an unconventional methodological approach; if this is the case, be sure to explain why this approach was chosen and how it enhances the overall process of discovery.
Problem Blindness It is almost a given that you will encounter problems when collecting or generating your data, or, gaps will exist in existing data or archival materials. Do not ignore these problems or pretend they did not occur. Often, documenting how you overcame obstacles can form an interesting part of the methodology. It demonstrates to the reader that you can provide a cogent rationale for the decisions you made to minimize the impact of any problems that arose.
Literature Review Just as the literature review section of your paper provides an overview of sources you have examined while researching a particular topic, the methodology section should cite any sources that informed your choice and application of a particular method [i.e., the choice of a survey should include any citations to the works you used to help construct the survey].
It’s More than Sources of Information! A description of a research study's method should not be confused with a description of the sources of information. Such a list of sources is useful in and of itself, especially if it is accompanied by an explanation about the selection and use of the sources. The description of the project's methodology complements a list of sources in that it sets forth the organization and interpretation of information emanating from those sources.
Azevedo, L.F. et al. "How to Write a Scientific Paper: Writing the Methods Section." Revista Portuguesa de Pneumologia 17 (2011): 232-238; Blair Lorrie. “Choosing a Methodology.” In Writing a Graduate Thesis or Dissertation , Teaching Writing Series. (Rotterdam: Sense Publishers 2016), pp. 49-72; Butin, Dan W. The Education Dissertation A Guide for Practitioner Scholars . Thousand Oaks, CA: Corwin, 2010; Carter, Susan. Structuring Your Research Thesis . New York: Palgrave Macmillan, 2012; Kallet, Richard H. “How to Write the Methods Section of a Research Paper.” Respiratory Care 49 (October 2004):1229-1232; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008. Methods Section . The Writer’s Handbook. Writing Center. University of Wisconsin, Madison; Rudestam, Kjell Erik and Rae R. Newton. “The Method Chapter: Describing Your Research Plan.” In Surviving Your Dissertation: A Comprehensive Guide to Content and Process . (Thousand Oaks, Sage Publications, 2015), pp. 87-115; What is Interpretive Research . Institute of Public and International Affairs, University of Utah; Writing the Experimental Report: Methods, Results, and Discussion . The Writing Lab and The OWL. Purdue University; Methods and Materials . The Structure, Format, Content, and Style of a Journal-Style Scientific Paper. Department of Biology. Bates College.
Statistical designs and tests do not fear them.
Don't avoid using a quantitative approach to analyzing your research problem just because you fear the idea of applying statistical designs and tests. A qualitative approach, such as conducting interviews or content analysis of archival texts, can yield exciting new insights about a research problem, but it should not be undertaken simply because you have a disdain for running a simple regression. A well designed quantitative research study can often be accomplished in very clear and direct ways, whereas, a similar study of a qualitative nature usually requires considerable time to analyze large volumes of data and a tremendous burden to create new paths for analysis where previously no path associated with your research problem had existed.
To locate data and statistics, GO HERE .
EURL ECVAM promotes and facilitates the use of non-animal methods in testing and research.
EURL ECVAM is an integral part of the Joint Research Centre (JRC), the science and knowledge service of the European Commission. It is located in the JRC site in Ispra, Italy.
For over 30 years, the JRC has been working on the Three Rs – the Replacement, Reduction and Refinement of animal experiments. The mandate of EURL ECVAM is set out in the EU legislation on the protection of animals used for scientific purposes and includes a number of duties:
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Find out about the validation process, validated test methods, how to submit a test method and much more.
Read our reviews on emerging non-animal models used for research in different disease areas.
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Advancing alternative approaches through better knowledge sharing. Be part of the Three Rs knowledge community!
Making biological sense of COVID-19 using the Adverse Outcome Pathways (AOP) knowledge management framework.
We have an extensive experimental facility used for the development, validation and standardisation of in vitro methods.
The JRC-led initiative called PRO-MaP aims to improve methodological reporting and transparency in scientific publications to capitalise on innovation and improve health outcomes for all.
Among the 2023 highlights: new in vitro methods under consideration for regulatory application, a virtual reality application for education in schools, and enhancing collaboration to promote innovative non-animal approaches
To address current challenges in assessing and managing chemical risks, the JRC proposes a new innovative concept of “Chemicals 2.0” for future safety assessment and management.
Check out our FAQs to get a better understanding of who we are and what we do.
Our 'News from EURL ECVAM ' provides updates and highlights of our activities. Why not subscribe to receive it by email!
On the 25th of October 2022, the JRC launched a continuously open call for applications for the selection of members of the sub-groups operating under the ESAC.
JRC publication: Learning from the students - The impact of the JRC Summer School Non-animal Approaches in Science - Survey results
The 2023 EURL ECVAM Status Report outlines research and development activities, along with initiatives that foster the implementation and utilisation of non-animal methods and approaches in scientific research and regulation.
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We use data on stock portfolios of Norwegian households to show that stock market wealth increases entrepreneurship by relaxing financial constraints. Our research design isolates idiosyncratic variation in household-level stock market returns. An increase in stock market wealth increases the propensity to start a firm, with the response concentrated in households with moderate levels of financial wealth, for whom a 20 percent increase in wealth due to a positive stock return increases the likelihood to start a firm by about 20%, and in years when the aggregate stock market return in Norway is high. We develop a method to study the effect of wealth on firm outcomes that corrects for the bias introduced by selection into entrepreneurship. Higher wealth causally increases firm profitability, an indication that it relaxes would-be entrepreneurs’ financial constraints. Consistent with this interpretation, the pass-through from stock wealth into equity in the new firm is one-for-one.
We would like to thank Søren Leth Petersen, Espen Moen, Lars Persson, Alex Popov, Kasper Roszbach, Martin Schmalz, Sergio Salgado (discussant), Joacim Tåg, Daniel Wolfenzon (discussant), as well as seminar and conference participants at BI Norwegian Business School, Norges Bank, the Norges Bank Spring Institute, University of British Columbia, IFN Stockholm, University of Pittsburgh, Tufts University, the 2023 Leuven Summer Event, the 2023 Nordic Micro Data workshop, the SFS Cavalcade, UC Berkeley, UT Austin, ESSEC Paris, UCL, ECB, and the 2024 FIRS conference for valuable comments and suggestions. We also want to thank Janis Berzins and Øyvind Norli for providing us with the Oslo Børs data. This paper should not be reported as representing the views of Norges Bank. The views expressed are those of the authors and do not necessarily reflect those of Norges Bank or the National Bureau of Economic Research.
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If patients receiving intensive care or undergoing major surgery develop excessively high or low blood pressures, they could suffer severe organ dysfunction. It’s not enough for their care team to know that pressure is abnormal. To choose the correct drug to treat the problem, doctors must know why blood pressure has changed. A new MIT study presents the mathematical framework needed to derive that crucial information accurately and in real time.
The mathematical approach, described in a recent open-access study in IEEE Transactions on Biomedical Engineering , produces proportional estimates of the two critical factors underlying blood pressure changes: the heart’s rate of blood output (cardiac output) and the arterial system’s resistance to that blood flow (systemic vascular resistance). By applying the new method to previously collected data from animal models, the researchers show that their estimates, derived from minimally invasive measures of peripheral arterial blood pressure, accurately matched estimates using additional information from an invasive flow probe placed on the aorta. Moreover, the estimates accurately tracked the changes induced in the animals by the various drugs physicians use to correct aberrant blood pressure.
“Estimates of resistance and cardiac output from our approach provide information that can readily be used to guide hemodynamic management decisions in real time,” the study authors wrote.
With further testing leading to regulatory approval, the authors say, the method would be applicable during heart surgeries, liver transplants, intensive care unit treatment, and many other procedures affecting cardiovascular function or blood volume.
“Any patient who is having cardiac surgery could need this,” says study senior author Emery N. Brown , the Edward Hood Taplin Professor of Medical Engineering and Computational Neuroscience in The Picower Institute for Learning and Memory, the Institute for Medical Engineering and Science, and the Department of Brain and Cognitive Sciences at MIT. Brown is also an anesthesiologist at Massachusetts General Hospital and a professor of anesthesiology at Harvard Medical School. “So might any patient undergoing a more normal surgery but who might have a compromised cardiovascular system, such as ischemic heart disease. You can’t have the blood pressure being all over the place.”
The study’s lead author is electrical engineering and computer science (EECS) graduate student Taylor Baum , who is co-supervised by Brown and Munther Dahleh, the William A. Coolidge Professor in EECS.
Algorithmic advance
The idea that cardiac output and systemic resistance are the two key components of blood pressure comes from the two-element Windkessel model. The new study is not the first to use the model to estimate these components from blood pressure measurements, but previous attempts ran into a trade-off between quick estimate updates and the accuracy of estimates; methods would either provide more erroneous estimates at every beat or more reliable estimates that are updated at minute time scales. Led by Baum, the MIT team overcame the trade-off with a new approach of applying statistical and signal processing techniques such as “state-space” modeling.
“Our estimates, updated at every beat, are not just informed by the current beat; but they incorporate where things were in previous beats as well,” Baum says. “It’s that combination of past history and current observations that produces a more reliable estimate while still at a beat-by-beat time scale.”
Notably, the resulting estimates of cardiac output and systemic resistance are “proportional,” meaning that they are each inextricably linked in the math with another co-factor, rather than estimated on their own. But application of the new method to data collected in an older study from six animals showed that the proportional estimates from recordings using minimally invasive catheters provide comparable information for cardiovascular system management.
One key finding was that the proportional estimates made based on arterial blood pressure readings from catheters inserted in various locations away from the heart (e.g., the leg or the arm) mirrored estimates derived from more invasive catheters placed within the aorta. The significance of the finding is that a system using the new estimation method could in some cases rely on a minimally invasive catheter in various peripheral arteries, thereby avoiding the need for a riskier placement of a central artery catheter or a pulmonary artery catheter directly in the heart, the clinical gold standard for cardiovascular state estimation.
Another key finding was that when the animals received each of five drugs that doctors use to regulate either systemic vascular resistance or cardiac output, the proportional estimates tracked the resulting changes properly. The finding therefore suggests that the proportional estimates of each factor are accurately reflecting their physiological changes.
Toward the clinic
With these encouraging results, Baum and Brown say, the current method can be readily implemented in clinical settings to inform perioperative care teams about underlying causes of critical blood pressure changes. They are actively pursuing regulatory approval of use of this method in a clinical device.
Additionally, the researchers are pursuing more animal studies to validate an advanced blood pressure management approach that uses this method. They have developed a closed-loop system, informed by this estimation framework, to precisely regulate blood pressure in an animal model. Upon completion of the animal studies, they will apply for regulatory clearance to test the system in humans.
In addition to Baum, Dahleh and Brown, the paper’s other authors are Elie Adam, Christian Guay, Gabriel Schamberg, Mohammadreza Kazemi, and Thomas Heldt.
The National Science Foundation, the National Institutes of Health, a Mathworks Fellowship, The Picower Institute for Learning and Memory, and The JPB Foundation supported the study.
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Explore the world of research methodology. Choose the right approach for your research methodology project topics.
Looking for stellar, easy research paper topics? Check out our list of good research topics and paper-writing tips to help you get started.
Your research methodology discusses and explains the data collection and analysis methods you used in your research. A key part of your thesis, dissertation, or research paper, the methodology chapter explains what you did and how you did it, allowing readers to evaluate the reliability and validity of your research and your dissertation topic.
Research Methodology refers to the systematic and scientific approach used to conduct research, investigate problems, and gather data and information for a specific purpose. It involves the techniques and procedures used to identify, collect, analyze, and interpret data to answer research questions or solve research problems.
A research methodology provides a description of the process you will undertake to convert your idea into a study. Know more about the types, structure, importance, and tips for writing research methodology.
Learn how to write a clear and effective methodology section for your social sciences research paper. Find tips and examples from USC experts.
Research methodology is the set of procedures and techniques used to collect, analyze, and interpret data to understand and solve a research problem.
Here is an ultimate guide on research methodology to help you ace your research. Learn about its definition, importance, and types.
Research Methodology Example. Detailed Walkthrough + Free Methodology Chapter Template. If you're working on a dissertation or thesis and are looking for an example of a research methodology chapter, you've come to the right place. In this video, we walk you through a research methodology from a dissertation that earned full distinction ...
Having the right research methodology can be a make-or-break factor for your academic work. What is research methodology, and how can you get ahead?
The methodology section of your paper describes how your research was conducted. This information allows readers to check whether your approach is accurate and dependable. A good methodology can help increase the reader's trust in your findings. First, we will define and differentiate quantitative and qualitative research.
Research Methods | Definitions, Types, Examples Research methods are specific procedures for collecting and analyzing data. Developing your research methods is an integral part of your research design. When planning your methods, there are two key decisions you will make.
Learn how to write a well-researched paper with advanced research methods from UCLA library guides, including tips, examples, and resources.
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 The research methodology is a part of your research paper that describes your research process in detail. It would help if you always tried to make the section of the research methodology enjoyable.
A research design is a strategy for answering your research question using empirical data. Creating a research design means making decisions about: Your overall research objectives and approach. Whether you'll rely on primary research or secondary research. Your sampling methods or criteria for selecting subjects. Your data collection methods.
Research methodology is a stumbling block for many researchers. Discover the main types, examples of how to write a research methodology and the steps to take.
Background Methodological studies - studies that evaluate the design, analysis or reporting of other research-related reports - play an important role in health research. They help to highlight issues in the conduct of research with the aim of improving health research methodology, and ultimately reducing research waste. Main body We provide an overview of some of the key aspects of ...
Choosing an optimal research methodology is crucial for the success of any research project. Read more about different types of research methodology here!
Explore what methodology in research is, what to include in your research paper methodology and what an example of methodology in a research paper looks like.
Step 1: Identifying and Developing a Topic Whatever your field or discipline, the best advice to give on identifying a research topic is to choose something that you find really interesting. You will be spending an enormous amount of time with your topic, you need to be invested. Over the course of your research design, proposal and actually conducting your study, you may feel like you are ...
Quantitative research involves collecting and analyzing numerical data to identify patterns, trends, and relationships among variables. This method is widely used in social sciences, psychology, economics, and other fields where researchers aim to understand human behavior and phenomena through statistical analysis. If you are looking for a quantitative research topic, there are numerous areas ...
Check out our guide to selecting qualitative research topics. Follow these steps to identify a topic that sets your research project on the path to success.
We welcome submissions of original research papers, reviews, data report, hypothesis & theory, methods, and opinions, including (but not limited to) research on the following sub-themes: • Conducting studies on the mechanisms of formation and evolution of crop germplasm resources.
The new study used a blood test that focuses on a form of a protein called tau that sprouts into tangles in the brains of people with Alzheimer's.
Founded in 1920, the NBER is a private, non-profit, non-partisan organization dedicated to conducting economic research and to disseminating research findings among academics, public policy makers, and business professionals.
In most cases, there are a variety of different methods you can choose to investigate a research problem. The methodology section of your paper should clearly articulate the reasons why you chose a particular procedure or technique.
The EU Reference Laboratory for alternatives to animal testing (EURL ECVAM) is an integral part of the Joint Research Centre (JRC), the science and knowledge service of the European Commission and is located at the JRC site in Ispra, Italy.
We use data on stock portfolios of Norwegian households to show that stock market wealth increases entrepreneurship by relaxing financial constraints. Our research design isolates idiosyncratic variation in household-level stock market returns. An increase in stock market wealth increases the ...
A mathematical method, validated with experimental data, provides a fast, reliable, and minimally invasive way of determining how to treat critical blood pressure changes during surgery or intensive care.