differences between analysis and research

Research vs Analysis: What's the Difference and Why It Matters

When it comes to data-driven business decisions, research and analysis are often used interchangeably. However, these terms are not synonymous, and understanding the difference between them is crucial for making informed decisions.

Here are our five key takeaways:

• Research is the process of finding information, while analysis is the process of evaluating and interpreting that information to make informed decisions.
• Analysis is a critical step in the decision-making process, providing context and insights to support informed choices.
• Good research is essential to conducting effective analysis, but research alone is not enough to inform decision-making.
• Analysis requires a range of skills, including data modeling, statistics, and critical thinking.
• While analysis can be time-consuming and resource-intensive, it is a necessary step for making informed decisions based on data.

In this article, we'll explore the key differences between research and analysis and why they matter in the decision-making process.

Table of Contents

Understanding research vs analysis, why analysis matters in the decision-making process, the role of research in analysis, skills needed for effective analysis, the time and resource requirements for analysis, the unified stack for modern data teams, get a personalized platform demo & 30-minute q&a session with a solution engineer, introduction.

This is a guest post by Bill Inmon. Bill Inmon is a pioneer in data warehousing, widely known as the “Father of Data Warehousing.” He is also the author of more than 50 books and over 650 articles on data warehousing, data management, and information technology.

The search vendors will tell you that there is no difference. Indeed, when you do analysis you have to do research. But there are some very real and very important differences.

When it comes to the methodology of data science, understanding the main difference between research and analysis is crucial.

What is Research?

Research is the process of collecting and analyzing data, information, or evidence to answer a specific question or to solve a problem. It involves identifying a research question, designing a study or experiment, collecting and analyzing data, and drawing conclusions based on the results.

Research is typically focused on gathering information through various qualitative research methods, in order to develop an understanding of a particular topic or phenomenon.

In its simplest form, it means we go look for something. We go to a library and we find some books. Or we go to the Internet and find a good restaurant to go to. Or we go to the Bible and look up the story of Cain and Abel. To research means to go to a body of elements and find the one or two that we need for our purposes.

What are some common research methods?

There are many research methods, but some common ones include surveys, experiments, observational studies, case studies, and interviews. Each method has its strengths and weaknesses, and the choice of method depends on the research question, the type of data needed, and the available resources.

What is Analysis?

Analysis is the process of breaking down complex information into smaller parts to gain a better understanding of it. Then take that information and apply statistical analysis and other methods to draw conclusions and make predictions.

Somewhat similar to research, we go to a body of elements and find one or two that are of interest to us. Then after finding what we are looking for we do further investigation. 

That further investigation may take many forms. 

• We may compare and contrast the elements
• We may simply count and summarize the elements
• We may look at many elements and qualify some of them and disqualify the others 

The goal of analysis is to answer questions or solve problems. Analysis often involves examining and interpreting data sets, identifying patterns and trends, and drawing predictive conclusions based on the evidence.

In contrast to research, which is focused on gathering data, analysis is focused on making sense of the data that has already been collected.

What are some common analysis methods?

In the analysis process, data scientists use a variety of techniques and tools to explore and analyze the data, such as regression analysis, clustering, and machine learning algorithms. These techniques are used to uncover patterns, relationships, and trends in the data that can help inform business decisions and strategies.

There are many analysis methods, but some common ones include descriptive statistics, inferential statistics, content analysis, thematic analysis, and discourse analysis. Each method has its strengths and weaknesses, and the choice of method depends on the type of data collected, the research question, and the available resources.

Analysis is a critical step in the decision-making process. It provides context and insights to support informed choices. Without analysis, decision-makers risk making choices based on incomplete or inaccurate information, leading to poor outcomes. Effective analysis helps decision-makers understand the impact of different scenarios, identify potential risks, and identify opportunities for improvement.

In almost every case, the analysis starts with quantitative research. So it’s almost like differentiating between baiting a hook and catching a fish. If you are going to catch a fish, you have to start by baiting a hook.

Although that might not be the best analogy, the role of research in analysis works in the same order. Good research is essential to conducting effective analysis. It provides a foundation of knowledge and understanding, helping analysts identify patterns, trends, and relationships in data collection. However, research alone is not enough to inform decision-making. Just like baiting a hook alone is not enough to catch a fish. 

Effective analysis requires a range of skills, including data modeling, statistics, and critical thinking. Data modeling involves creating a conceptual framework for understanding the data, while statistics helps data analysts identify patterns and relationships in the data sets. Critical thinking is essential for evaluating data analytics and drawing insights that support informed decision-making.

Related Reading : The Best Data Modeling Tools: Advice & Comparison

Just because you search for something does not mean you are going to analyze it.

Analysis can be time-consuming and resource-intensive, requiring significant investments in technology, talent, and infrastructure. However, It is necessary to analyze something when you need to extract meaningful insights or draw conclusions based on big data or information gathered through quantitative research.

Whether you're conducting research or performing statistical analysis, having a solid understanding of your data and how to interpret it is essential for success. Data scientists play a critical role in this process, as they have the skills and expertise to apply statistical methods and other techniques to make sense of complex data sets.

Organizations that invest in effective analysis capabilities are better positioned to make predictive data-driven business decisions that support their strategic goals. Without quantitative analysis, research may remain incomplete or inconclusive, and the data gathered may not be effectively used.

Related Reading : 7 Best Data Analysis Tools

How Integrate.io Can Help

When it comes to search and analysis, having access to accurate and reliable data is essential for making informed decisions. This is where Integrate.io comes in - as a big data integration platform, it enables businesses to connect and combine data from a variety of sources, making it easier to search for and analyze the information that's most relevant to their needs. By streamlining the data integration process, Integrate.io helps businesses get the most out of their data collection, enabling them to make more informed decisions and gain a competitive edge in their respective industries.

In conclusion, the main difference between research and analysis lies in the approach to data collection and interpretation. While research is focused on gathering information through qualitative research methods, analysis is focused on drawing predictive conclusions based on statistical analysis and other techniques. By leveraging the power of data science and tools like Integrate.io , businesses can make better decisions based on data-driven insights.

Tags: big data, data-analytics, Versus

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Qualitative vs Quantitative Research: Differences, Examples, and Methods

There are two broad kinds of research approaches: qualitative and quantitative research that are used to study and analyze phenomena in various fields such as natural sciences, social sciences, and humanities. Whether you have realized it or not, your research must have followed either or both research types. In this article we will discuss what qualitative vs quantitative research is, their applications, pros and cons, and when to use qualitative vs quantitative research . Before we get into the details, it is important to understand the differences between the qualitative and quantitative research.     

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Qualitative v s Quantitative Research  

Quantitative research deals with quantity, hence, this research type is concerned with numbers and statistics to prove or disapprove theories or hypothesis. In contrast, qualitative research is all about quality – characteristics, unquantifiable features, and meanings to seek deeper understanding of behavior and phenomenon. These two methodologies serve complementary roles in the research process, each offering unique insights and methods suited to different research questions and objectives.    

Qualitative and quantitative research approaches have their own unique characteristics, drawbacks, advantages, and uses. Where quantitative research is mostly employed to validate theories or assumptions with the goal of generalizing facts to the larger population, qualitative research is used to study concepts, thoughts, or experiences for the purpose of gaining the underlying reasons, motivations, and meanings behind human behavior .   

What Are the Differences Between Qualitative and Quantitative Research  

Qualitative and quantitative research differs in terms of the methods they employ to conduct, collect, and analyze data. For example, qualitative research usually relies on interviews, observations, and textual analysis to explore subjective experiences and diverse perspectives. While quantitative data collection methods include surveys, experiments, and statistical analysis to gather and analyze numerical data. The differences between the two research approaches across various aspects are listed in the table below.    

Data Collection Methods  

There are differences between qualitative and quantitative research when it comes to data collection as they deal with different types of data. Qualitative research is concerned with personal or descriptive accounts to understand human behavior within society. Quantitative research deals with numerical or measurable data to delineate relations among variables. Hence, the qualitative data collection methods differ significantly from quantitative data collection methods due to the nature of data being collected and the research objectives. Below is the list of data collection methods for each research approach:    

Qualitative Research Data Collection  

• Interviews  
• Focus g roups  
• Content a nalysis  
• Literature review  
• Observation  
• Ethnography  

Qualitative research data collection can involve one-on-one group interviews to capture in-depth perspectives of participants using open-ended questions. These interviews could be structured, semi-structured or unstructured depending upon the nature of the study. Focus groups can be used to explore specific topics and generate rich data through discussions among participants. Another qualitative data collection method is content analysis, which involves systematically analyzing text documents, audio, and video files or visual content to uncover patterns, themes, and meanings. This can be done through coding and categorization of raw data to draw meaningful insights. Data can be collected through observation studies where the goal is to simply observe and document behaviors, interaction, and phenomena in natural settings without interference. Lastly, ethnography allows one to immerse themselves in the culture or environment under study for a prolonged period to gain a deep understanding of the social phenomena.   

Quantitative Research Data Collection  

• Surveys/ q uestionnaires  
• Experiments
• Secondary data analysis  
• Structured o bservations  
• Case studies   
• Tests and a ssessments  

Quantitative research data collection approaches comprise of fundamental methods for generating numerical data that can be analyzed using statistical or mathematical tools. The most common quantitative data collection approach is the usage of structured surveys with close-ended questions to collect quantifiable data from a large sample of participants. These can be conducted online, over the phone, or in person.   

Performing experiments is another important data collection approach, in which variables are manipulated under controlled conditions to observe their effects on dependent variables. This often involves random assignment of participants to different conditions or groups. Such experimental settings are employed to gauge cause-and-effect relationships and understand a complex phenomenon. At times, instead of acquiring original data, researchers may deal with secondary data, which is the dataset curated by others, such as government agencies, research organizations, or academic institute. With structured observations, subjects in a natural environment can be studied by controlling the variables which aids in understanding the relationship among various variables. The secondary data is then analyzed to identify patterns and relationships among variables. Observational studies provide a means to systematically observe and record behaviors or phenomena as they occur in controlled environments. Case studies form an interesting study methodology in which a researcher studies a single entity or a small number of entities (individuals or organizations) in detail to understand complex phenomena within a specific context.   

Qualitative vs Quantitative Research Outcomes  

Qualitative research and quantitative research lead to varied research outcomes, each with its own strengths and limitations. For example, qualitative research outcomes provide deep descriptive accounts of human experiences, motivations, and perspectives that allow us to identify themes or narratives and context in which behavior, attitudes, or phenomena occurs.  Quantitative research outcomes on the other hand produce numerical data that is analyzed statistically to establish patterns and relationships objectively, to form generalizations about the larger population and make predictions. This numerical data can be presented in the form of graphs, tables, or charts. Both approaches offer valuable perspectives on complex phenomena, with qualitative research focusing on depth and interpretation, while quantitative research emphasizes numerical analysis and objectivity.  

When to Use Qualitative vs Quantitative Research Approach  

The decision to choose between qualitative and quantitative research depends on various factors, such as the research question, objectives, whether you are taking an inductive or deductive approach, available resources, practical considerations such as time and money, and the nature of the phenomenon under investigation. To simplify, quantitative research can be used if the aim of the research is to prove or test a hypothesis, while qualitative research should be used if the research question is more exploratory and an in-depth understanding of the concepts, behavior, or experiences is needed.     

Qualitative research approach  

Qualitative research approach is used under following scenarios:   

• To study complex phenomena: When the research requires understanding the depth, complexity, and context of a phenomenon.  
• Collecting participant perspectives: When the goal is to understand the why behind a certain behavior, and a need to capture subjective experiences and perceptions of participants.  
• Generating hypotheses or theories: When generating hypotheses, theories, or conceptual frameworks based on exploratory research.  

Example: If you have a research question “What obstacles do expatriate students encounter when acquiring a new language in their host country?”  

This research question can be addressed using the qualitative research approach by conducting in-depth interviews with 15-25 expatriate university students. Ask open-ended questions such as “What are the major challenges you face while attempting to learn the new language?”, “Do you find it difficult to learn the language as an adult?”, and “Do you feel practicing with a native friend or colleague helps the learning process”?  

Based on the findings of these answers, a follow-up questionnaire can be planned to clarify things. Next step will be to transcribe all interviews using transcription software and identify themes and patterns.   

Quantitative research approach  

Quantitative research approach is used under following scenarios:   

• Testing hypotheses or proving theories: When aiming to test hypotheses, establish relationships, or examine cause-and-effect relationships.   
• Generalizability: When needing findings that can be generalized to broader populations using large, representative samples.  
• Statistical analysis: When requiring rigorous statistical analysis to quantify relationships, patterns, or trends in data.   

Example : Considering the above example, you can conduct a survey of 200-300 expatriate university students and ask them specific questions such as: “On a scale of 1-10 how difficult is it to learn a new language?”  

Next, statistical analysis can be performed on the responses to draw conclusions like, on an average expatriate students rated the difficulty of learning a language 6.5 on the scale of 10.    

Mixed methods approach  

In many cases, researchers may opt for a mixed methods approach , combining qualitative and quantitative methods to leverage the strengths of both approaches. Researchers may use qualitative data to explore phenomena in-depth and generate hypotheses, while quantitative data can be used to test these hypotheses and generalize findings to broader populations.  

Example: Both qualitative and quantitative research methods can be used in combination to address the above research question. Through open-ended questions you can gain insights about different perspectives and experiences while quantitative research allows you to test that knowledge and prove/disprove your hypothesis.   

How to Analyze Qualitative and Quantitative Data  

When it comes to analyzing qualitative and quantitative data, the focus is on identifying patterns in the data to highlight the relationship between elements. The best research method for any given study should be chosen based on the study aim. A few methods to analyze qualitative and quantitative data are listed below.  

Analyzing qualitative data  

Qualitative data analysis is challenging as it is not expressed in numbers and consists majorly of texts, images, or videos. Hence, care must be taken while using any analytical approach. Some common approaches to analyze qualitative data include:  

• Organization: The first step is data (transcripts or notes) organization into different categories with similar concepts, themes, and patterns to find inter-relationships.  
• Coding: Data can be arranged in categories based on themes/concepts using coding.  
• Theme development: Utilize higher-level organization to group related codes into broader themes.  
• Interpretation: Explore the meaning behind different emerging themes to understand connections. Use different perspectives like culture, environment, and status to evaluate emerging themes.  
• Reporting: Present findings with quotes or excerpts to illustrate key themes.   

Analyzing quantitative data  

Quantitative data analysis is more direct compared to qualitative data as it primarily deals with numbers. Data can be evaluated using simple math or advanced statistics (descriptive or inferential). Some common approaches to analyze quantitative data include:  

• Processing raw data: Check missing values, outliers, or inconsistencies in raw data.  
• Descriptive statistics: Summarize data with means, standard deviations, or standard error using programs such as Excel, SPSS, or R language.  
• Exploratory data analysis: Usage of visuals to deduce patterns and trends.  
• Hypothesis testing: Apply statistical tests to find significance and test hypothesis (Student’s t-test or ANOVA).  
• Interpretation: Analyze results considering significance and practical implications.  
• Validation: Data validation through replication or literature review.  
• Reporting: Present findings by means of tables, figures, or graphs.   

Benefits and limitations of qualitative vs quantitative research  

There are significant differences between qualitative and quantitative research; we have listed the benefits and limitations of both methods below:  

Benefits of qualitative research  

• Rich insights: As qualitative research often produces information-rich data, it aids in gaining in-depth insights into complex phenomena, allowing researchers to explore nuances and meanings of the topic of study.  
• Flexibility: One of the most important benefits of qualitative research is flexibility in acquiring and analyzing data that allows researchers to adapt to the context and explore more unconventional aspects.  
• Contextual understanding: With descriptive and comprehensive data, understanding the context in which behaviors or phenomena occur becomes accessible.   
• Capturing different perspectives: Qualitative research allows for capturing different participant perspectives with open-ended question formats that further enrich data.   
• Hypothesis/theory generation: Qualitative research is often the first step in generating theory/hypothesis, which leads to future investigation thereby contributing to the field of research.

Limitations of qualitative research  

• Subjectivity: It is difficult to have objective interpretation with qualitative research, as research findings might be influenced by the expertise of researchers. The risk of researcher bias or interpretations affects the reliability and validity of the results.   
• Limited generalizability: Due to the presence of small, non-representative samples, the qualitative data cannot be used to make generalizations to a broader population.  
• Cost and time intensive: Qualitative data collection can be time-consuming and resource-intensive, therefore, it requires strategic planning and commitment.   
• Complex analysis: Analyzing qualitative data needs specialized skills and techniques, hence, it’s challenging for researchers without sufficient training or experience.   
• Potential misinterpretation: There is a risk of sampling bias and misinterpretation in data collection and analysis if researchers lack cultural or contextual understanding.   

Benefits of quantitative research  

• Objectivity: A key benefit of quantitative research approach, this objectivity reduces researcher bias and subjectivity, enhancing the reliability and validity of findings.   
• Generalizability: For quantitative research, the sample size must be large and representative enough to allow for generalization to broader populations.   
• Statistical analysis: Quantitative research enables rigorous statistical analysis (increasing power of the analysis), aiding hypothesis testing and finding patterns or relationship among variables.   
• Efficiency: Quantitative data collection and analysis is usually more efficient compared to the qualitative methods, especially when dealing with large datasets.   
• Clarity and Precision: The findings are usually clear and precise, making it easier to present them as graphs, tables, and figures to convey them to a larger audience.  

Limitations of quantitative research  

• Lacks depth and details: Due to its objective nature, quantitative research might lack the depth and richness of qualitative approaches, potentially overlooking important contextual factors or nuances.   
• Limited exploration: By not considering the subjective experiences of participants in depth , there’s a limited chance to study complex phenomenon in detail.   
• Potential oversimplification: Quantitative research may oversimplify complex phenomena by boiling them down to numbers, which might ignore key nuances.   
• Inflexibility: Quantitative research deals with predecided varibales and measures , which limits the ability of researchers to explore unexpected findings or adjust the research design as new findings become available .  
• Ethical consideration: Quantitative research may raise ethical concerns especially regarding privacy, informed consent, and the potential for harm, when dealing with sensitive topics or vulnerable populations.   

Frequently asked questions  

• What is the difference between qualitative and quantitative research? 

Quantitative methods use numerical data and statistical analysis for objective measurement and hypothesis testing, emphasizing generalizability. Qualitative methods gather non-numerical data to explore subjective experiences and contexts, providing rich, nuanced insights.  

• What are the types of qualitative research? 

Qualitative research methods include interviews, observations, focus groups, and case studies. They provide rich insights into participants’ perspectives and behaviors within their contexts, enabling exploration of complex phenomena.  

• What are the types of quantitative research? 

Quantitative research methods include surveys, experiments, observations, correlational studies, and longitudinal research. They gather numerical data for statistical analysis, aiming for objectivity and generalizability.  

• Can you give me examples for qualitative and quantitative research? 

Qualitative Research Example: 

Research Question: What are the experiences of parents with autistic children in accessing support services?  

Method: Conducting in-depth interviews with parents to explore their perspectives, challenges, and needs.  

Quantitative Research Example: 

Research Question: What is the correlation between sleep duration and academic performance in college students?  

Method: Distributing surveys to a large sample of college students to collect data on their sleep habits and academic performance, then analyzing the data statistically to determine any correlations.  

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Qualitative vs Quantitative Research Methods & Data Analysis

Saul McLeod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul McLeod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

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Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

The main difference between quantitative and qualitative research is the type of data they collect and analyze.

Quantitative data is information about quantities, and therefore numbers, and qualitative data is descriptive, and regards phenomenon which can be observed but not measured, such as language.

• Quantitative research collects numerical data and analyzes it using statistical methods. The aim is to produce objective, empirical data that can be measured and expressed numerically. Quantitative research is often used to test hypotheses, identify patterns, and make predictions.
• Qualitative research gathers non-numerical data (words, images, sounds) to explore subjective experiences and attitudes, often via observation and interviews. It aims to produce detailed descriptions and uncover new insights about the studied phenomenon.

On This Page:

What Is Qualitative Research?

Qualitative research is the process of collecting, analyzing, and interpreting non-numerical data, such as language. Qualitative research can be used to understand how an individual subjectively perceives and gives meaning to their social reality.

Qualitative data is non-numerical data, such as text, video, photographs, or audio recordings. This type of data can be collected using diary accounts or in-depth interviews and analyzed using grounded theory or thematic analysis.

Qualitative research is multimethod in focus, involving an interpretive, naturalistic approach to its subject matter. This means that qualitative researchers study things in their natural settings, attempting to make sense of, or interpret, phenomena in terms of the meanings people bring to them. Denzin and Lincoln (1994, p. 2)

Interest in qualitative data came about as the result of the dissatisfaction of some psychologists (e.g., Carl Rogers) with the scientific study of psychologists such as behaviorists (e.g., Skinner ).

Since psychologists study people, the traditional approach to science is not seen as an appropriate way of carrying out research since it fails to capture the totality of human experience and the essence of being human.  Exploring participants’ experiences is known as a phenomenological approach (re: Humanism ).

Qualitative research is primarily concerned with meaning, subjectivity, and lived experience. The goal is to understand the quality and texture of people’s experiences, how they make sense of them, and the implications for their lives.

Qualitative research aims to understand the social reality of individuals, groups, and cultures as nearly as possible as participants feel or live it. Thus, people and groups are studied in their natural setting.

Some examples of qualitative research questions are provided, such as what an experience feels like, how people talk about something, how they make sense of an experience, and how events unfold for people.

Research following a qualitative approach is exploratory and seeks to explain ‘how’ and ‘why’ a particular phenomenon, or behavior, operates as it does in a particular context. It can be used to generate hypotheses and theories from the data.

Qualitative Methods

There are different types of qualitative research methods, including diary accounts, in-depth interviews , documents, focus groups , case study research , and ethnography .

The results of qualitative methods provide a deep understanding of how people perceive their social realities and in consequence, how they act within the social world.

The researcher has several methods for collecting empirical materials, ranging from the interview to direct observation, to the analysis of artifacts, documents, and cultural records, to the use of visual materials or personal experience. Denzin and Lincoln (1994, p. 14)

Here are some examples of qualitative data:

Interview transcripts : Verbatim records of what participants said during an interview or focus group. They allow researchers to identify common themes and patterns, and draw conclusions based on the data. Interview transcripts can also be useful in providing direct quotes and examples to support research findings.

Observations : The researcher typically takes detailed notes on what they observe, including any contextual information, nonverbal cues, or other relevant details. The resulting observational data can be analyzed to gain insights into social phenomena, such as human behavior, social interactions, and cultural practices.

Unstructured interviews : generate qualitative data through the use of open questions.  This allows the respondent to talk in some depth, choosing their own words.  This helps the researcher develop a real sense of a person’s understanding of a situation.

Diaries or journals : Written accounts of personal experiences or reflections.

Notice that qualitative data could be much more than just words or text. Photographs, videos, sound recordings, and so on, can be considered qualitative data. Visual data can be used to understand behaviors, environments, and social interactions.

Qualitative Data Analysis

Qualitative research is endlessly creative and interpretive. The researcher does not just leave the field with mountains of empirical data and then easily write up his or her findings.

Qualitative interpretations are constructed, and various techniques can be used to make sense of the data, such as content analysis, grounded theory (Glaser & Strauss, 1967), thematic analysis (Braun & Clarke, 2006), or discourse analysis .

For example, thematic analysis is a qualitative approach that involves identifying implicit or explicit ideas within the data. Themes will often emerge once the data has been coded .

Key Features

• Events can be understood adequately only if they are seen in context. Therefore, a qualitative researcher immerses her/himself in the field, in natural surroundings. The contexts of inquiry are not contrived; they are natural. Nothing is predefined or taken for granted.
• Qualitative researchers want those who are studied to speak for themselves, to provide their perspectives in words and other actions. Therefore, qualitative research is an interactive process in which the persons studied teach the researcher about their lives.
• The qualitative researcher is an integral part of the data; without the active participation of the researcher, no data exists.
• The study’s design evolves during the research and can be adjusted or changed as it progresses. For the qualitative researcher, there is no single reality. It is subjective and exists only in reference to the observer.
• The theory is data-driven and emerges as part of the research process, evolving from the data as they are collected.

Limitations of Qualitative Research

• Because of the time and costs involved, qualitative designs do not generally draw samples from large-scale data sets.
• The problem of adequate validity or reliability is a major criticism. Because of the subjective nature of qualitative data and its origin in single contexts, it is difficult to apply conventional standards of reliability and validity. For example, because of the central role played by the researcher in the generation of data, it is not possible to replicate qualitative studies.
• Also, contexts, situations, events, conditions, and interactions cannot be replicated to any extent, nor can generalizations be made to a wider context than the one studied with confidence.
• The time required for data collection, analysis, and interpretation is lengthy. Analysis of qualitative data is difficult, and expert knowledge of an area is necessary to interpret qualitative data. Great care must be taken when doing so, for example, looking for mental illness symptoms.

Advantages of Qualitative Research

• Because of close researcher involvement, the researcher gains an insider’s view of the field. This allows the researcher to find issues that are often missed (such as subtleties and complexities) by the scientific, more positivistic inquiries.
• Qualitative descriptions can be important in suggesting possible relationships, causes, effects, and dynamic processes.
• Qualitative analysis allows for ambiguities/contradictions in the data, which reflect social reality (Denscombe, 2010).
• Qualitative research uses a descriptive, narrative style; this research might be of particular benefit to the practitioner as she or he could turn to qualitative reports to examine forms of knowledge that might otherwise be unavailable, thereby gaining new insight.

What Is Quantitative Research?

Quantitative research involves the process of objectively collecting and analyzing numerical data to describe, predict, or control variables of interest.

The goals of quantitative research are to test causal relationships between variables , make predictions, and generalize results to wider populations.

Quantitative researchers aim to establish general laws of behavior and phenomenon across different settings/contexts. Research is used to test a theory and ultimately support or reject it.

Quantitative Methods

Experiments typically yield quantitative data, as they are concerned with measuring things.  However, other research methods, such as controlled observations and questionnaires , can produce both quantitative information.

For example, a rating scale or closed questions on a questionnaire would generate quantitative data as these produce either numerical data or data that can be put into categories (e.g., “yes,” “no” answers).

Experimental methods limit how research participants react to and express appropriate social behavior.

Findings are, therefore, likely to be context-bound and simply a reflection of the assumptions that the researcher brings to the investigation.

There are numerous examples of quantitative data in psychological research, including mental health. Here are a few examples:

Another example is the Experience in Close Relationships Scale (ECR), a self-report questionnaire widely used to assess adult attachment styles .

The ECR provides quantitative data that can be used to assess attachment styles and predict relationship outcomes.

Neuroimaging data : Neuroimaging techniques, such as MRI and fMRI, provide quantitative data on brain structure and function.

This data can be analyzed to identify brain regions involved in specific mental processes or disorders.

For example, the Beck Depression Inventory (BDI) is a clinician-administered questionnaire widely used to assess the severity of depressive symptoms in individuals.

The BDI consists of 21 questions, each scored on a scale of 0 to 3, with higher scores indicating more severe depressive symptoms. 

Quantitative Data Analysis

Statistics help us turn quantitative data into useful information to help with decision-making. We can use statistics to summarize our data, describing patterns, relationships, and connections. Statistics can be descriptive or inferential.

Descriptive statistics help us to summarize our data. In contrast, inferential statistics are used to identify statistically significant differences between groups of data (such as intervention and control groups in a randomized control study).

• Quantitative researchers try to control extraneous variables by conducting their studies in the lab.
• The research aims for objectivity (i.e., without bias) and is separated from the data.
• The design of the study is determined before it begins.
• For the quantitative researcher, the reality is objective, exists separately from the researcher, and can be seen by anyone.
• Research is used to test a theory and ultimately support or reject it.

Limitations of Quantitative Research

• Context: Quantitative experiments do not take place in natural settings. In addition, they do not allow participants to explain their choices or the meaning of the questions they may have for those participants (Carr, 1994).
• Researcher expertise: Poor knowledge of the application of statistical analysis may negatively affect analysis and subsequent interpretation (Black, 1999).
• Variability of data quantity: Large sample sizes are needed for more accurate analysis. Small-scale quantitative studies may be less reliable because of the low quantity of data (Denscombe, 2010). This also affects the ability to generalize study findings to wider populations.
• Confirmation bias: The researcher might miss observing phenomena because of focus on theory or hypothesis testing rather than on the theory of hypothesis generation.

Advantages of Quantitative Research

• Scientific objectivity: Quantitative data can be interpreted with statistical analysis, and since statistics are based on the principles of mathematics, the quantitative approach is viewed as scientifically objective and rational (Carr, 1994; Denscombe, 2010).
• Useful for testing and validating already constructed theories.
• Rapid analysis: Sophisticated software removes much of the need for prolonged data analysis, especially with large volumes of data involved (Antonius, 2003).
• Replication: Quantitative data is based on measured values and can be checked by others because numerical data is less open to ambiguities of interpretation.
• Hypotheses can also be tested because of statistical analysis (Antonius, 2003).

Antonius, R. (2003). Interpreting quantitative data with SPSS . Sage.

Black, T. R. (1999). Doing quantitative research in the social sciences: An integrated approach to research design, measurement and statistics . Sage.

Braun, V. & Clarke, V. (2006). Using thematic analysis in psychology . Qualitative Research in Psychology , 3, 77–101.

Carr, L. T. (1994). The strengths and weaknesses of quantitative and qualitative research : what method for nursing? Journal of advanced nursing, 20(4) , 716-721.

Denscombe, M. (2010). The Good Research Guide: for small-scale social research. McGraw Hill.

Denzin, N., & Lincoln. Y. (1994). Handbook of Qualitative Research. Thousand Oaks, CA, US: Sage Publications Inc.

Glaser, B. G., Strauss, A. L., & Strutzel, E. (1968). The discovery of grounded theory; strategies for qualitative research. Nursing research, 17(4) , 364.

Minichiello, V. (1990). In-Depth Interviewing: Researching People. Longman Cheshire.

Punch, K. (1998). Introduction to Social Research: Quantitative and Qualitative Approaches. London: Sage

Further Information

• Mixed methods research
• Designing qualitative research
• Methods of data collection and analysis
• Introduction to quantitative and qualitative research
• Checklists for improving rigour in qualitative research: a case of the tail wagging the dog?
• Qualitative research in health care: Analysing qualitative data
• Qualitative data analysis: the framework approach
• Using the framework method for the analysis of
• Qualitative data in multi-disciplinary health research
• Content Analysis
• Grounded Theory
• Thematic Analysis

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

Edward barroga.

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

Glafera Janet Matanguihan

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

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

INTRODUCTION

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

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

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

DEFINITIONS AND RELATIONSHIP OF RESEARCH QUESTIONS AND HYPOTHESES

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

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

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

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

CHARACTERISTICS OF GOOD RESEARCH QUESTIONS AND HYPOTHESES

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

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

TYPES OF RESEARCH QUESTIONS AND HYPOTHESES

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

Research questions in quantitative research

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

Hypotheses in quantitative research

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

Research questions in qualitative research

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

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

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

Hypotheses in qualitative research

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

FRAMEWORKS FOR DEVELOPING RESEARCH QUESTIONS AND HYPOTHESES

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

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

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

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

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

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

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

CONSTRUCTING RESEARCH QUESTIONS AND HYPOTHESES

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

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

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

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

EXAMPLES OF RESEARCH QUESTIONS FROM PUBLISHED ARTICLES

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

EXAMPLES OF HYPOTHESES IN PUBLISHED ARTICLES

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

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

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

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

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

Author Contributions:

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

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Quantitative vs. Qualitative Research in Psychology

• Key Differences

Quantitative Research Methods

Qualitative research methods.

• How They Relate

In psychology and other social sciences, researchers are faced with an unresolved question: Can we measure concepts like love or racism the same way we can measure temperature or the weight of a star? Social phenomena⁠—things that happen because of and through human behavior⁠—are especially difficult to grasp with typical scientific models.

At a Glance

Psychologists rely on quantitative and quantitative research to better understand human thought and behavior.

• Qualitative research involves collecting and evaluating non-numerical data in order to understand concepts or subjective opinions.
• Quantitative research involves collecting and evaluating numerical data. 

This article discusses what qualitative and quantitative research are, how they are different, and how they are used in psychology research.

Qualitative Research vs. Quantitative Research

In order to understand qualitative and quantitative psychology research, it can be helpful to look at the methods that are used and when each type is most appropriate.

Psychologists rely on a few methods to measure behavior, attitudes, and feelings. These include:

• Self-reports , like surveys or questionnaires
• Observation (often used in experiments or fieldwork)
• Implicit attitude tests that measure timing in responding to prompts

Most of these are quantitative methods. The result is a number that can be used to assess differences between groups.

However, most of these methods are static, inflexible (you can't change a question because a participant doesn't understand it), and provide a "what" answer rather than a "why" answer.

Sometimes, researchers are more interested in the "why" and the "how." That's where qualitative methods come in.

Qualitative research is about speaking to people directly and hearing their words. It is grounded in the philosophy that the social world is ultimately unmeasurable, that no measure is truly ever "objective," and that how humans make meaning is just as important as how much they score on a standardized test.

Used to develop theories

Takes a broad, complex approach

Answers "why" and "how" questions

Explores patterns and themes

Used to test theories

Takes a narrow, specific approach

Answers "what" questions

Explores statistical relationships

Quantitative methods have existed ever since people have been able to count things. But it is only with the positivist philosophy of Auguste Comte (which maintains that factual knowledge obtained by observation is trustworthy) that it became a "scientific method."

The scientific method follows this general process. A researcher must:

• Generate a theory or hypothesis (i.e., predict what might happen in an experiment) and determine the variables needed to answer their question
• Develop instruments to measure the phenomenon (such as a survey, a thermometer, etc.)
• Develop experiments to manipulate the variables
• Collect empirical (measured) data
• Analyze data

Quantitative methods are about measuring phenomena, not explaining them.

Quantitative research compares two groups of people. There are all sorts of variables you could measure, and many kinds of experiments to run using quantitative methods.

These comparisons are generally explained using graphs, pie charts, and other visual representations that give the researcher a sense of how the various data points relate to one another.

Basic Assumptions

Quantitative methods assume:

• That the world is measurable
• That humans can observe objectively
• That we can know things for certain about the world from observation

In some fields, these assumptions hold true. Whether you measure the size of the sun 2000 years ago or now, it will always be the same. But when it comes to human behavior, it is not so simple.

As decades of cultural and social research have shown, people behave differently (and even think differently) based on historical context, cultural context, social context, and even identity-based contexts like gender , social class, or sexual orientation .

Therefore, quantitative methods applied to human behavior (as used in psychology and some areas of sociology) should always be rooted in their particular context. In other words: there are no, or very few, human universals.

Statistical information is the primary form of quantitative data used in human and social quantitative research. Statistics provide lots of information about tendencies across large groups of people, but they can never describe every case or every experience. In other words, there are always outliers.

Correlation and Causation

A basic principle of statistics is that correlation is not causation. Researchers can only claim a cause-and-effect relationship under certain conditions:

• The study was a true experiment.
• The independent variable can be manipulated (for example, researchers cannot manipulate gender, but they can change the primer a study subject sees, such as a picture of nature or of a building).
• The dependent variable can be measured through a ratio or a scale.

So when you read a report that "gender was linked to" something (like a behavior or an attitude), remember that gender is NOT a cause of the behavior or attitude. There is an apparent relationship, but the true cause of the difference is hidden.

Pitfalls of Quantitative Research

Quantitative methods are one way to approach the measurement and understanding of human and social phenomena. But what's missing from this picture?

As noted above, statistics do not tell us about personal, individual experiences and meanings. While surveys can give a general idea, respondents have to choose between only a few responses. This can make it difficult to understand the subtleties of different experiences.

Quantitative methods can be helpful when making objective comparisons between groups or when looking for relationships between variables. They can be analyzed statistically, which can be helpful when looking for patterns and relationships.

Qualitative data are not made out of numbers but rather of descriptions, metaphors, symbols, quotes, analysis, concepts, and characteristics. This approach uses interviews, written texts, art, photos, and other materials to make sense of human experiences and to understand what these experiences mean to people.

While quantitative methods ask "what" and "how much," qualitative methods ask "why" and "how."

Qualitative methods are about describing and analyzing phenomena from a human perspective. There are many different philosophical views on qualitative methods, but in general, they agree that some questions are too complex or impossible to answer with standardized instruments.

These methods also accept that it is impossible to be completely objective in observing phenomena. Researchers have their own thoughts, attitudes, experiences, and beliefs, and these always color how people interpret results.

Qualitative Approaches

There are many different approaches to qualitative research, with their own philosophical bases. Different approaches are best for different kinds of projects. For example:

• Case studies and narrative studies are best for single individuals. These involve studying every aspect of a person's life in great depth.
• Phenomenology aims to explain experiences. This type of work aims to describe and explore different events as they are consciously and subjectively experienced.
• Grounded theory develops models and describes processes. This approach allows researchers to construct a theory based on data that is collected, analyzed, and compared to reach new discoveries.
• Ethnography describes cultural groups. In this approach, researchers immerse themselves in a community or group in order to observe behavior.

Qualitative researchers must be aware of several different methods and know each thoroughly enough to produce valuable research.

Some researchers specialize in a single method, but others specialize in a topic or content area and use many different methods to explore the topic, providing different information and a variety of points of view.

There is not a single model or method that can be used for every qualitative project. Depending on the research question, the people participating, and the kind of information they want to produce, researchers will choose the appropriate approach.

Interpretation

Qualitative research does not look into causal relationships between variables, but rather into themes, values, interpretations, and meanings. As a rule, then, qualitative research is not generalizable (cannot be applied to people outside the research participants).

The insights gained from qualitative research can extend to other groups with proper attention to specific historical and social contexts.

Relationship Between Qualitative and Quantitative Research

It might sound like quantitative and qualitative research do not play well together. They have different philosophies, different data, and different outputs. However, this could not be further from the truth.

These two general methods complement each other. By using both, researchers can gain a fuller, more comprehensive understanding of a phenomenon.

For example, a psychologist wanting to develop a new survey instrument about sexuality might and ask a few dozen people questions about their sexual experiences (this is qualitative research). This gives the researcher some information to begin developing questions for their survey (which is a quantitative method).

After the survey, the same or other researchers might want to dig deeper into issues brought up by its data. Follow-up questions like "how does it feel when...?" or "what does this mean to you?" or "how did you experience this?" can only be answered by qualitative research.

By using both quantitative and qualitative data, researchers have a more holistic, well-rounded understanding of a particular topic or phenomenon.

Qualitative and quantitative methods both play an important role in psychology. Where quantitative methods can help answer questions about what is happening in a group and to what degree, qualitative methods can dig deeper into the reasons behind why it is happening. By using both strategies, psychology researchers can learn more about human thought and behavior.

Gough B, Madill A. Subjectivity in psychological science: From problem to prospect . Psychol Methods . 2012;17(3):374-384. doi:10.1037/a0029313

Pearce T. “Science organized”: Positivism and the metaphysical club, 1865–1875 . J Hist Ideas . 2015;76(3):441-465.

Adams G. Context in person, person in context: A cultural psychology approach to social-personality psychology . In: Deaux K, Snyder M, eds. The Oxford Handbook of Personality and Social Psychology . Oxford University Press; 2012:182-208.

Brady HE. Causation and explanation in social science . In: Goodin RE, ed. The Oxford Handbook of Political Science. Oxford University Press; 2011. doi:10.1093/oxfordhb/9780199604456.013.0049

Chun Tie Y, Birks M, Francis K. Grounded theory research: A design framework for novice researchers .  SAGE Open Med . 2019;7:2050312118822927. doi:10.1177/2050312118822927

Reeves S, Peller J, Goldman J, Kitto S. Ethnography in qualitative educational research: AMEE Guide No. 80 . Medical Teacher . 2013;35(8):e1365-e1379. doi:10.3109/0142159X.2013.804977

Salkind NJ, ed. Encyclopedia of Research Design . Sage Publishing.

Shaughnessy JJ, Zechmeister EB, Zechmeister JS.  Research Methods in Psychology . McGraw Hill Education.

By Anabelle Bernard Fournier Anabelle Bernard Fournier is a researcher of sexual and reproductive health at the University of Victoria as well as a freelance writer on various health topics.

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The differences between qualitative and quantitative research methods

Last updated

15 January 2023

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Two approaches to this systematic information gathering are qualitative and quantitative research. Each of these has its place in data collection, but each one approaches from a different direction. Here's what you need to know about qualitative and quantitative research.

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• The differences between quantitative and qualitative research

The main difference between these two approaches is the type of data you collect and how you interpret it. Qualitative research focuses on word-based data, aiming to define and understand ideas. This study allows researchers to collect information in an open-ended way through interviews, ethnography, and observation. You’ll study this information to determine patterns and the interplay of variables.

On the other hand, quantitative research focuses on numerical data and using it to determine relationships between variables. Researchers use easily quantifiable forms of data collection, such as experiments that measure the effect of one or several variables on one another.

• Qualitative vs. quantitative data collection

Focusing on different types of data means that the data collection methods vary. 

Quantitative data collection methods

As previously stated, quantitative data collection focuses on numbers. You gather information through experiments, database reports, or surveys with multiple-choice answers. The goal is to have data you can use in numerical analysis to determine relationships.

Qualitative data collection methods

On the other hand, the data collected for qualitative research is an exploration of a subject's attributes, thoughts, actions, or viewpoints. Researchers will typically conduct interviews , hold focus groups, or observe behavior in a natural setting to assemble this information. Other options include studying personal accounts or cultural records. 

• Qualitative vs. quantitative outcomes

The two approaches naturally produce different types of outcomes. Qualitative research gains a better understanding of the reason something happens. For example, researchers may comb through feedback and statements to ascertain the reasoning behind certain behaviors or actions.

On the other hand, quantitative research focuses on the numerical analysis of data, which may show cause-and-effect relationships. Put another way, qualitative research investigates why something happens, while quantitative research looks at what happens.

• How to analyze qualitative and quantitative data

Because the two research methods focus on different types of information, analyzing the data you've collected will look different, depending on your approach.

Analyzing quantitative data

As this data is often numerical, you’ll likely use statistical analysis to identify patterns. Researchers may use computer programs to generate data such as averages or rate changes, illustrating the results in tables or graphs.

Analyzing qualitative data

Qualitative data is more complex and time-consuming to process as it may include written texts, videos, or images to study. Finding patterns in thinking, actions, and beliefs is more nuanced and subject to interpretation. 

Researchers may use techniques such as thematic analysis , combing through the data to identify core themes or patterns. Another tool is discourse analysis , which studies how communication functions in different contexts.

• When to use qualitative vs. quantitative research

Choosing between the two approaches comes down to understanding what your goal is with the research.

Qualitative research approach

Qualitative research is useful for understanding a concept, such as what people think about certain experiences or how cultural beliefs affect perceptions of events. It can help you formulate a hypothesis or clarify general questions about the topic.

Quantitative research approach

On the other hand, quantitative research verifies or tests a hypothesis you've developed, or you can use it to find answers to those questions. 

Mixed methods approach

Often, researchers use elements of both types of research to provide complex and targeted information. This may look like a survey with multiple-choice and open-ended questions.

• Benefits and limitations

Of course, each type of research has drawbacks and strengths. It's essential to be aware of the pros and cons.

Qualitative studies: Pros and cons

This approach lets you consider your subject creatively and examine big-picture questions. It can advance your global understanding of topics that are challenging to quantify.

On the other hand, the wide-open possibilities of qualitative research can make it tricky to focus effectively on your subject of inquiry. It makes it easier for researchers to skew the data with social biases and personal assumptions. There’s also the tendency for people to behave differently under observation.

It can also be more difficult to get a large sample size because it's generally more complex and expensive to conduct qualitative research. The process usually takes longer, as well. 

Quantitative studies: Pros and cons

The quantitative methodology produces data you can communicate and present without bias. The methods are direct and generally easier to reproduce on a larger scale, enabling researchers to get accurate results. It can be instrumental in pinning down precise facts about a topic. 

It is also a restrictive form of inquiry. Researchers cannot add context to this type of data collection or expand their focus in a different direction within a single study. They must be alert for biases. Quantitative research is more susceptible to selection bias and omitting or incorrectly measuring variables.

• How to balance qualitative and quantitative research

Although people tend to gravitate to one form of inquiry over another, each has its place in studying a subject. Both approaches can identify patterns illustrating the connection between multiple elements, and they can each advance your understanding of subjects in important ways. 

Understanding how each option will serve you will help you decide how and when to use each. Generally, qualitative research can help you develop and refine questions, while quantitative research helps you get targeted answers to those questions. Which element do you need to advance your study of the subject? Can both of them hone your knowledge?

Open-ended vs. close-ended questions

One way to use techniques from both approaches is with open-ended and close-ended questions in surveys. Because quantitative analysis requires defined sets of data that you can represent numerically, the questions must be close-ended. On the other hand, qualitative inquiry is naturally open-ended, allowing room for complex ideas.

An example of this is a survey on the impact of inflation. You could include both multiple-choice questions and open-response questions:

1. How do you compensate for higher prices at the grocery store? (Select all that apply)

A. Purchase fewer items

B. Opt for less expensive choices

C. Take money from other parts of the budget

D. Use a food bank or other charity to fill the gaps

E. Make more food from scratch

2. How do rising prices affect your grocery shopping habits? (Write your answer)

We need qualitative and quantitative forms of research to advance our understanding of the world. Neither is the "right" way to go, but one may be better for you depending on your needs. 

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Qualitative vs Quantitative Research 101

A plain-language explanation (with examples).

By: Kerryn Warren (PhD, MSc, BSc) | June 2020

So, it’s time to decide what type of research approach you’re going to use – qualitative or quantitative . And, chances are, you want to choose the one that fills you with the least amount of dread. The engineers may be keen on quantitative methods because they loathe interacting with human beings and dealing with the “soft” stuff and are far more comfortable with numbers and algorithms. On the other side, the anthropologists are probably more keen on qualitative methods because they literally have the opposite fears.

However, when justifying your research, “being afraid” is not a good basis for decision making. Your methodology needs to be informed by your research aims and objectives , not your comfort zone. Plus, it’s quite common that the approach you feared (whether qualitative or quantitative) is actually not that big a deal. Research methods can be learnt (usually a lot faster than you think) and software reduces a lot of the complexity of both quantitative and qualitative data analysis. Conversely, choosing the wrong approach and trying to fit a square peg into a round hole is going to create a lot more pain.

In this post, I’ll explain the qualitative vs quantitative choice in straightforward, plain language with loads of examples. This won’t make you an expert in either, but it should give you a good enough “big picture” understanding so that you can make the right methodological decision for your research.

Qualitative vs Quantitative: Overview  

• Qualitative analysis 101
• Quantitative analysis 101
• How to choose which one to use
• Data collection and analysis for qualitative and quantitative research
• The pros and cons of both qualitative and quantitative research
• A quick word on mixed methods

Qualitative Research 101: The Basics

The bathwater is hot.

Let us unpack that a bit. What does that sentence mean? And is it useful?

The answer is: well, it depends. If you’re wanting to know the exact temperature of the bath, then you’re out of luck. But, if you’re wanting to know how someone perceives the temperature of the bathwater, then that sentence can tell you quite a bit if you wear your qualitative hat .

Many a husband and wife have never enjoyed a bath together because of their strongly held, relationship-destroying perceptions of water temperature (or, so I’m told). And while divorce rates due to differences in water-temperature perception would belong more comfortably in “quantitative research”, analyses of the inevitable arguments and disagreements around water temperature belong snugly in the domain of “qualitative research”. This is because qualitative research helps you understand people’s perceptions and experiences  by systematically coding and analysing the data .

With qualitative research, those heated disagreements (excuse the pun) may be analysed in several ways. From interviews to focus groups to direct observation (ideally outside the bathroom, of course). You, as the researcher, could be interested in how the disagreement unfolds, or the emotive language used in the exchange. You might not even be interested in the words at all, but in the body language of someone who has been forced one too many times into (what they believe) was scalding hot water during what should have been a romantic evening. All of these “softer” aspects can be better understood with qualitative research.

In this way, qualitative research can be incredibly rich and detailed , and is often used as a basis to formulate theories and identify patterns. In other words, it’s great for exploratory research (for example, where your objective is to explore what people think or feel), as opposed to confirmatory research (for example, where your objective is to test a hypothesis). Qualitative research is used to understand human perception , world view and the way we describe our experiences. It’s about exploring and understanding a broad question, often with very few preconceived ideas as to what we may find.

But that’s not the only way to analyse bathwater, of course…

Quantitative Research 101: The Basics

The bathwater is 45 degrees Celsius.

Now, what does this mean? How can this be used?

I was once told by someone to whom I am definitely not married that he takes regular cold showers. As a person who is terrified of anything that isn’t body temperature or above, this seemed outright ludicrous. But this raises a question: what is the perfect temperature for a bath? Or at least, what is the temperature of people’s baths more broadly? (Assuming, of course, that they are bathing in water that is ideal to them). To answer this question, you need to now put on your quantitative hat .

If we were to ask 100 people to measure the temperature of their bathwater over the course of a week, we could get the average temperature for each person. Say, for instance, that Jane averages at around 46.3°C. And Billy averages around 42°C. A couple of people may like the unnatural chill of 30°C on the average weekday. And there will be a few of those striving for the 48°C that is apparently the legal limit in England (now, there’s a useless fact for you).

With a quantitative approach, this data can be analysed in heaps of ways. We could, for example, analyse these numbers to find the average temperature, or look to see how much these temperatures vary. We could see if there are significant differences in ideal water temperature between the sexes, or if there is some relationship between ideal bath water temperature and age! We could pop this information onto colourful, vibrant graphs , and use fancy words like “significant”, “correlation” and “eigenvalues”. The opportunities for nerding out are endless…

In this way, quantitative research often involves coming into your research with some level of understanding or expectation regarding the outcome, usually in the form of a hypothesis that you want to test. For example:

Hypothesis: Men prefer bathing in lower temperature water than women do.

This hypothesis can then be tested using statistical analysis. The data may suggest that the hypothesis is sound, or it may reveal that there are some nuances regarding people’s preferences. For example, men may enjoy a hotter bath on certain days.

So, as you can see, qualitative and quantitative research each have their own purpose and function. They are, quite simply, different tools for different jobs .

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Qualitative vs Quantitative Research: Which one should you use?

And here I become annoyingly vague again. The answer: it depends. As I alluded to earlier, your choice of research approach depends on what you’re trying to achieve with your research. 

If you want to understand a situation with richness and depth , and you don’t have firm expectations regarding what you might find, you’ll likely adopt a qualitative research approach. In other words, if you’re starting on a clean slate and trying to build up a theory (which might later be tested), qualitative research probably makes sense for you.

On the other hand, if you need to test an already-theorised hypothesis , or want to measure and describe something numerically, a quantitative approach will probably be best. For example, you may want to quantitatively test a theory (or even just a hypothesis) that was developed using qualitative research.

Basically, this means that your research approach should be chosen based on your broader research aims , objectives and research questions . If your research is exploratory and you’re unsure what findings may emerge, qualitative research allows you to have open-ended questions and lets people and subjects speak, in some ways, for themselves. Quantitative questions, on the other hand, will not. They’ll often be pre-categorised, or allow you to insert a numeric response. Anything that requires measurement , using a scale, machine or… a thermometer… is going to need a quantitative method.

Let’s look at an example.

Say you want to ask people about their bath water temperature preferences. There are many ways you can do this, using a survey or a questionnaire – here are 3 potential options:

• How do you feel about your spouse’s bath water temperature preference? (Qualitative. This open-ended question leaves a lot of space so that the respondent can rant in an adequate manner).
• What is your preferred bath water temperature? (This one’s tricky because most people don’t know or won’t have a thermometer, but this is a quantitative question with a directly numerical answer).
• Most people who have commented on your bath water temperature have said the following (choose most relevant): It’s too hot. It’s just right. It’s too cold. (Quantitative, because you can add up the number of people who responded in each way and compare them).

The answers provided can be used in a myriad of ways, but, while quantitative responses are easily summarised through counting or calculations, categorised and visualised, qualitative responses need a lot of thought and are re-packaged in a way that tries not to lose too much meaning.

Qualitative vs Quantitative Research: Data collection and analysis

The approach to collecting and analysing data differs quite a bit between qualitative and quantitative research.

A qualitative research approach often has a small sample size (i.e. a small number of people researched) since each respondent will provide you with pages and pages of information in the form of interview answers or observations. In our water perception analysis, it would be super tedious to watch the arguments of 50 couples unfold in front of us! But 6-10 would be manageable and would likely provide us with interesting insight into the great bathwater debate.

To sum it up, data collection in qualitative research involves relatively small sample sizes but rich and detailed data.

On the other side, quantitative research relies heavily on the ability to gather data from a large sample and use it to explain a far larger population (this is called “generalisability”). In our bathwater analysis, we would need data from hundreds of people for us to be able to make a universal statement (i.e. to generalise), and at least a few dozen to be able to identify a potential pattern. In terms of data collection, we’d probably use a more scalable tool such as an online survey to gather comparatively basic data.

So, compared to qualitative research, data collection for quantitative research involves large sample sizes but relatively basic data.

Both research approaches use analyses that allow you to explain, describe and compare the things that you are interested in. While qualitative research does this through an analysis of words, texts and explanations, quantitative research does this through reducing your data into numerical form or into graphs.

There are dozens of potential analyses which each uses. For example, qualitative analysis might look at the narration (the lamenting story of love lost through irreconcilable water toleration differences), or the content directly (the words of blame, heat and irritation used in an interview). Quantitative analysis  may involve simple calculations for averages , or it might involve more sophisticated analysis that assesses the relationships between two or more variables (for example, personality type and likelihood to commit a hot water-induced crime). We discuss the many analysis options other blog posts, so I won’t bore you with the details here.

Qualitative vs Quantitative Research: The pros & cons on both sides

Quantitative and qualitative research fundamentally ask different kinds of questions and often have different broader research intentions. As I said earlier, they are different tools for different jobs – so we can’t really pit them off against each other. Regardless, they still each have their pros and cons.

Let’s start with qualitative “pros”

Qualitative research allows for richer , more insightful (and sometimes unexpected) results. This is often what’s needed when we want to dive deeper into a research question . When we want to find out what and how people are thinking and feeling , qualitative is the tool for the job. It’s also important research when it comes to discovery and exploration when you don’t quite know what you are looking for. Qualitative research adds meat to our understanding of the world and is what you’ll use when trying to develop theories.

Qualitative research can be used to explain previously observed phenomena , providing insights that are outside of the bounds of quantitative research, and explaining what is being or has been previously observed. For example, interviewing someone on their cold-bath-induced rage can help flesh out some of the finer (and often lost) details of a research area. We might, for example, learn that some respondents link their bath time experience to childhood memories where hot water was an out of reach luxury. This is something that would never get picked up using a quantitative approach.

There are also a bunch of practical pros to qualitative research. A small sample size means that the researcher can be more selective about who they are approaching. Linked to this is affordability . Unless you have to fork out huge expenses to observe the hunting strategies of the Hadza in Tanzania, then qualitative research often requires less sophisticated and expensive equipment for data collection and analysis.

Qualitative research also has its “cons”:

A small sample size means that the observations made might not be more broadly applicable. This makes it difficult to repeat a study and get similar results. For instance, what if the people you initially interviewed just happened to be those who are especially passionate about bathwater. What if one of your eight interviews was with someone so enraged by a previous experience of being run a cold bath that she dedicated an entire blog post to using this obscure and ridiculous example?

But sample is only one caveat to this research. A researcher’s bias in analysing the data can have a profound effect on the interpretation of said data. In this way, the researcher themselves can limit their own research. For instance, what if they didn’t think to ask a very important or cornerstone question because of previously held prejudices against the person they are interviewing?

Adding to this, researcher inexperience is an additional limitation . Interviewing and observing are skills honed in over time. If the qualitative researcher is not aware of their own biases and limitations, both in the data collection and analysis phase, this could make their research very difficult to replicate, and the theories or frameworks they use highly problematic.

Qualitative research takes a long time to collect and analyse data from a single source. This is often one of the reasons sample sizes are pretty small. That one hour interview? You are probably going to need to listen to it a half a dozen times. And read the recorded transcript of it a half a dozen more. Then take bits and pieces of the interview and reformulate and categorize it, along with the rest of the interviews.

Now let’s turn to quantitative “pros”:

Even simple quantitative techniques can visually and descriptively support or reject assumptions or hypotheses . Want to know the percentage of women who are tired of cold water baths? Boom! Here is the percentage, and a pie chart. And the pie chart is a picture of a real pie in order to placate the hungry, angry mob of cold-water haters.

Quantitative research is respected as being objective and viable . This is useful for supporting or enforcing public opinion and national policy. And if the analytical route doesn’t work, the remainder of the pie can be thrown at politicians who try to enforce maximum bath water temperature standards. Clear, simple, and universally acknowledged. Adding to this, large sample sizes, calculations of significance and half-eaten pies, don’t only tell you WHAT is happening in your data, but the likelihood that what you are seeing is real and repeatable in future research. This is an important cornerstone of the scientific method.

Quantitative research can be pretty fast . The method of data collection is faster on average: for instance, a quantitative survey is far quicker for the subject than a qualitative interview. The method of data analysis is also faster on average. In fact, if you are really fancy, you can code and automate your analyses as your data comes in! This means that you don’t necessarily have to worry about including a long analysis period into your research time.

Lastly – sometimes, not always, quantitative research may ensure a greater level of anonymity , which is an important ethical consideration . A survey may seem less personally invasive than an interview, for instance, and this could potentially also lead to greater honesty. Of course, this isn’t always the case. Without a sufficient sample size, respondents can still worry about anonymity – for example, a survey within a small department.

But there are also quantitative “cons”:

Quantitative research can be comparatively reductive – in other words, it can lead to an oversimplification of a situation. Because quantitative analysis often focuses on the averages and the general relationships between variables, it tends to ignore the outliers. Why is that one person having an ice bath once a week? With quantitative research, you might never know…

It requires large sample sizes to be used meaningfully. In order to claim that your data and results are meaningful regarding the population you are studying, you need to have a pretty chunky dataset. You need large numbers to achieve “statistical power” and “statistically significant” results – often those large sample sizes are difficult to achieve, especially for budgetless or self-funded research such as a Masters dissertation or thesis.

Quantitative techniques require a bit of practice and understanding (often more understanding than most people who use them have). And not just to do, but also to read and interpret what others have done, and spot the potential flaws in their research design (and your own). If you come from a statistics background, this won’t be a problem – but most students don’t have this luxury.

Finally, because of the assumption of objectivity (“it must be true because its numbers”), quantitative researchers are less likely to interrogate and be explicit about their own biases in their research. Sample selection, the kinds of questions asked, and the method of analysis are all incredibly important choices, but they tend to not be given as much attention by researchers, exactly because of the assumption of objectivity.

Mixed methods: a happy medium?

Some of the richest research I’ve seen involved a mix of qualitative and quantitative research. Quantitative research allowed the researcher to paint “birds-eye view” of the issue or topic, while qualitative research enabled a richer understanding. This is the essence of mixed-methods research – it tries to achieve the best of both worlds .

In practical terms, this can take place by having open-ended questions as a part of your research survey. It can happen by having a qualitative separate section (like several interviews) to your otherwise quantitative research (an initial survey, from which, you could invite specific interviewees). Maybe it requires observations: some of which you expect to see, and can easily record, classify and quantify, and some of which are novel, and require deeper description.

A word of warning – just like with choosing a qualitative or quantitative research project, mixed methods should be chosen purposefully , where the research aims, objectives and research questions drive the method chosen. Don’t choose a mixed-methods approach just because you’re unsure of whether to use quantitative or qualitative research. Pulling off mixed methods research well is not an easy task, so approach with caution!

Recap: Qualitative vs Quantitative Research

So, just to recap what we have learned in this post about the great qual vs quant debate:

• Qualitative research is ideal for research which is exploratory in nature (e.g. formulating a theory or hypothesis), whereas quantitative research lends itself to research which is more confirmatory (e.g. hypothesis testing)
• Qualitative research uses data in the form of words, phrases, descriptions or ideas. It is time-consuming and therefore only has a small sample size .
• Quantitative research uses data in the form of numbers and can be visualised in the form of graphs. It requires large sample sizes to be meaningful.
• Your choice in methodology should have more to do with the kind of question you are asking than your fears or previously-held assumptions.
• Mixed methods can be a happy medium, but should be used purposefully.
• Bathwater temperature is a contentious and severely under-studied research topic.

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It was helpful

thanks much it has given me an inside on research. i still have issue coming out with my methodology from the topic below: strategies for the improvement of infastructure resilience to natural phenomena

Waoo! Simplifies language. I have read this several times and had probs. Today it is very clear. Bravo

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Qualitative and Quantitative Research

In general, quantitative research seeks to understand the causal or correlational relationship between variables through testing hypotheses, whereas qualitative research seeks to understand a phenomenon within a real-world context through the use of interviews and observation. Both types of research are valid, and certain research topics are better suited to one approach or the other. However, it is important to understand the differences between qualitative and quantitative research so that you will be able to conduct an informed critique and analysis of any articles that you read, because you will understand the different advantages, disadvantages, and influencing factors for each approach. 

The table below illustrates the main differences between qualitative and quantitative research. Be aware that these are generalizations, and that not every research study or article will fit neatly into these categories. 

Systematic reviews, meta-analyses, and integrative reviews are not exactly designs, but they synthesize, analyze, and compare the results from many research studies and are somewhat quantitative in nature. However, they are not truly quantitative or qualitative studies.

References:

LoBiondo-Wood, G., & Haber, J. (2010). Nursing research: Methods and critical appraisal for evidence-based practice (7 th ed.). St. Louis, MO: Mosby Elsevier

Mertens, D. M. (2010). Research and evaluation in education and psychology (3 rd ed.). Los Angeles: SAGE

Quick Overview

This 2-minute video provides a simplified overview of the primary distinctions between quantitative and qualitative research.

It's Not Always One or the Other!

It's important to keep in mind that research studies and articles are not always 100% qualitative or 100% quantitative. A mixed methods study involves both qualitative and quantitative approaches. If you need to find articles that are purely qualitative or purely quanititative, be sure to look carefully at the methodology sections to make sure the studies did not utilize both methods. 

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Qualitative vs Quantitative Research: Differences and Examples

Understanding the differences between qualitative vs quantitative research is essential when conducting a research project, as both methods underpin the two key approaches in conducting a study.

In recent blogs, we elaborately discussed quantitative and qualitative research methods b ut what is the difference between the two? Which one is the best? Let’s find out.

Qualitative Research In a nutshell

Qualitative research is a research methodology where “quality” or opinion based research is conducted to derive research conclusions. This type of research is often conversational in nature rather than being quantifiable through empirical research and measurements.

Qualitative research: Methods & Characteristics

1. Conversation : A conversation takes place between the researcher and the respondent. This can be in the form of focus groups , in-depth interviews using telephonic / video / face-to-face conversations.

However, with the rise of online platforms, a bulk of steps in qualitative research involves creating and maintaining online community portals for a more quantifiable and recordable qualitative study.

LEARN ABOUT: Qualitative Interview

2. Conclusions : Research conclusions are subjective in nature when conducting qualitative research. The researcher may derive conclusions based on in-depth analysis of respondent attitude, reason behind responses and understanding of psychological motivations.

Quantitative Research In a nutshell

Quantitative research is a research methodology which uses questions and questionnaires to gather quantifiable data and perform statistical analysis to derive meaningful research conclusions.

Quantitative research: Methods & Characteristics

1. Questions : Quantitative research method uses surveys and polls to gather information on a given subject. There are a variety of question types used based on a nature of the research study.

For Example: If you want to conduct a customer satisfaction quantitative research, the Net Promoter Score is one of the critically acclaimed survey questions for this purpose.

2. Distribution : Quantitative research uses email surveys as the primary mode of gathering responses to questions. Alternatively, technology has given rise to offline distribution methods for relatively remote locations using offline mobile data capture apps. For social sciences and psychological quantitative research, social media surveys are also used to gather data.

3. Statistical Analysis : Quantitative research uses a wide range of data analysis techniques such as Conjoint Analysis , Cross Tabulation and Trend Analysis .

Qualitative vs Quantitative Research

Now let’s compare the qualitative and quantitative research methods in different aspects so that you can choose the right one in your next investigation.:

1. Objective and flow of research

Quantitative research is used in data-oriented research where the objective of research design is to derive “measurable empirical evidence” based on fixed and pre-determined questions. The flow of research, is therefore, decided before the research is conducted.

Where as, qualitative research is used where the objective is research is to keep probing the respondents based on previous answers under the complete discretion of the interviewer. The flow of research is not determined and the researcher / interviewer has the liberty to frame and ask new questions.

2. Respondent sample size

Respondents or sample of a particular panel is much larger for quantitative research such that enough verifiable information is gather to reach a conclusion without opinion bias. In large scale quantitative research, sample size can be in thousands.

Where as, qualitative research inherently uses less sample size because a large sample size makes it difficult of the research to probe respondents. For instance, a typical political focus group study evaluating election candidates involves no more than 5-10 panelists.

3. Information gathering

Quantitative research uses information gathering methods that can be quantified and processed for statistical analysis techniques. Simply put – quantitative research is heavily dependent on “numbers”, data and stats.

LEARN ABOUT: Research Process Steps

Where as, qualitative research uses conversational methods to gather relevant information on a given subject.

4. Post-research response analysis and conclusions

Quantitative research uses a variety of statistical analysis methods to derive quantifiable research conclusions. These are based on mathematical processes applied on the gather data.

Where as, qualitative researc h depends on the interviewer to derive research conclusions based on qualitative conversations held with the respondents. This conclusion is effectively subjective in nature. This is why quantitative research recordings are often reviewed by senior researchers before the final research conclusion is drawn.

Differences between qualitative vs quantitative research

We hope that this information helps you choose your next research method and achieve your goals.

If you want to carry out any qualitative or qualitative research questions , ask about the tools that QuestionPro has available to help you with the qualitative data collection of the data you need. We have functions for all types of research!.

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Qualitative vs. Quantitative Research: Comparing the Methods and Strategies for Education Research

No matter the field of study, all research can be divided into two distinct methodologies: qualitative and quantitative research. Both methodologies offer education researchers important insights.

Education research assesses problems in policy, practices, and curriculum design, and it helps administrators identify solutions. Researchers can conduct small-scale studies to learn more about topics related to instruction or larger-scale ones to gain insight into school systems and investigate how to improve student outcomes.

Education research often relies on the quantitative methodology. Quantitative research in education provides numerical data that can prove or disprove a theory, and administrators can easily share the number-based results with other schools and districts. And while the research may speak to a relatively small sample size, educators and researchers can scale the results from quantifiable data to predict outcomes in larger student populations and groups.

Qualitative vs. Quantitative Research in Education: Definitions

Although there are many overlaps in the objectives of qualitative and quantitative research in education, researchers must understand the fundamental functions of each methodology in order to design and carry out an impactful research study. In addition, they must understand the differences that set qualitative and quantitative research apart in order to determine which methodology is better suited to specific education research topics.

Generate Hypotheses with Qualitative Research

Qualitative research focuses on thoughts, concepts, or experiences. The data collected often comes in narrative form and concentrates on unearthing insights that can lead to testable hypotheses. Educators use qualitative research in a study’s exploratory stages to uncover patterns or new angles.

Form Strong Conclusions with Quantitative Research

Quantitative research in education and other fields of inquiry is expressed in numbers and measurements. This type of research aims to find data to confirm or test a hypothesis.

Differences in Data Collection Methods

Keeping in mind the main distinction in qualitative vs. quantitative research—gathering descriptive information as opposed to numerical data—it stands to reason that there are different ways to acquire data for each research methodology. While certain approaches do overlap, the way researchers apply these collection techniques depends on their goal.

Interviews, for example, are common in both modes of research. An interview with students that features open-ended questions intended to reveal ideas and beliefs around attendance will provide qualitative data. This data may reveal a problem among students, such as a lack of access to transportation, that schools can help address.

An interview can also include questions posed to receive numerical answers. A case in point: how many days a week do students have trouble getting to school, and of those days, how often is a transportation-related issue the cause? In this example, qualitative and quantitative methodologies can lead to similar conclusions, but the research will differ in intent, design, and form.

Taking a look at behavioral observation, another common method used for both qualitative and quantitative research, qualitative data may consider a variety of factors, such as facial expressions, verbal responses, and body language.

On the other hand, a quantitative approach will create a coding scheme for certain predetermined behaviors and observe these in a quantifiable manner.

Qualitative Research Methods

• Case Studies : Researchers conduct in-depth investigations into an individual, group, event, or community, typically gathering data through observation and interviews.
• Focus Groups : A moderator (or researcher) guides conversation around a specific topic among a group of participants.
• Ethnography : Researchers interact with and observe a specific societal or ethnic group in their real-life environment.
• Interviews : Researchers ask participants questions to learn about their perspectives on a particular subject.

Quantitative Research Methods

• Questionnaires and Surveys : Participants receive a list of questions, either closed-ended or multiple choice, which are directed around a particular topic.
• Experiments : Researchers control and test variables to demonstrate cause-and-effect relationships.
• Observations : Researchers look at quantifiable patterns and behavior.
• Structured Interviews : Using a predetermined structure, researchers ask participants a fixed set of questions to acquire numerical data.

Choosing a Research Strategy

When choosing which research strategy to employ for a project or study, a number of considerations apply. One key piece of information to help determine whether to use a qualitative vs. quantitative research method is which phase of development the study is in.

For example, if a project is in its early stages and requires more research to find a testable hypothesis, qualitative research methods might prove most helpful. On the other hand, if the research team has already established a hypothesis or theory, quantitative research methods will provide data that can validate the theory or refine it for further testing.

It’s also important to understand a project’s research goals. For instance, do researchers aim to produce findings that reveal how to best encourage student engagement in math? Or is the goal to determine how many students are passing geometry? These two scenarios require distinct sets of data, which will determine the best methodology to employ.

In some situations, studies will benefit from a mixed-methods approach. Using the goals in the above example, one set of data could find the percentage of students passing geometry, which would be quantitative. The research team could also lead a focus group with the students achieving success to discuss which techniques and teaching practices they find most helpful, which would produce qualitative data.

Learn How to Put Education Research into Action

Those with an interest in learning how to harness research to develop innovative ideas to improve education systems may want to consider pursuing a doctoral degree. American University’s School of Education online offers a Doctor of Education (EdD) in Education Policy and Leadership that prepares future educators, school administrators, and other education professionals to become leaders who effect positive changes in schools. Courses such as Applied Research Methods I: Enacting Critical Research provides students with the techniques and research skills needed to begin conducting research exploring new ways to enhance education. Learn more about American’ University’s EdD in Education Policy and Leadership .

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Quantitative vs. Qualitative Research Design: Understanding the Differences

As a future professional in the social and education landscape, research design is one of the most critical strategies that you will master to identify challenges, ask questions and form data-driven solutions to address problems specific to your industry. 

Many approaches to research design exist, and not all work in every circumstance. While all data-focused research methods are valid in their own right, certain research design methods are more appropriate for specific study objectives.

Unlock our resource to learn more about jump starting a career in research design — Research Design and Data Analysis for the Social Good .

We will discuss the differences between quantitative (numerical and statistics-focused) and qualitative (non-numerical and human-focused) research design methods so that you can determine which approach is most strategic given your specific area of graduate-level study. 

Understanding Social Phenomena: Qualitative Research Design

Qualitative research focuses on understanding a phenomenon based on human experience and individual perception. It is a non-numerical methodology relying on interpreting a process or result. Qualitative research also paves the way for uncovering other hypotheses related to social phenomena. 

In its most basic form, qualitative research is exploratory in nature and seeks to understand the subjective experience of individuals based on social reality.

Qualitative data is…

• often used in fields related to education, sociology and anthropology; 
• designed to arrive at conclusions regarding social phenomena; 
• focused on data-gathering techniques like interviews, focus groups or case studies; 
• dedicated to perpetuating a flexible, adaptive approach to data gathering;
• known to lead professionals to deeper insights within the overall research study.

You want to use qualitative data research design if:

• you work in a field concerned with enhancing humankind through the lens of social change;
• your research focuses on understanding complex social trends and individual perceptions of those trends;
• you have interests related to human development and interpersonal relationships.

Examples of Qualitative Research Design in Education

Here are just a few examples of how qualitative research design methods can impact education:

Example 1: Former educators participate in in-depth interviews to help determine why a specific school is experiencing a higher-than-average turnover rate compared to other schools in the region. These interviews help determine the types of resources that will make a difference in teacher retention. 

Example 2: Focus group discussions occur to understand the challenges that neurodivergent students experience in the classroom daily. These discussions prepare administrators, staff, teachers and parents to understand the kinds of support that will augment and improve student outcomes.

Example 3: Case studies examine the impacts of a new education policy that limits the number of teacher aids required in a special needs classroom. These findings help policymakers determine whether the new policy affects the learning outcomes of a particular class of students.

Interpreting the Numbers: Quantitative Research Design

Quantitative research tests hypotheses and measures connections between variables. It relies on insights derived from numbers — countable, measurable and statistically sound data. Quantitative research is a strategic research design used when basing critical decisions on statistical conclusions and quantifiable data.

Quantitative research provides numerical-backed quantifiable data that may approve or discount a theory or hypothesis.

Quantitative data is…

• often used in fields related to education, data analysis and healthcare; 
• designed to arrive at numerical, statistical conclusions based on objective facts;
• focused on data-gathering techniques like experiments, surveys or observations;
• dedicated to using mathematical principles to arrive at conclusions;
• known to lead professionals to indisputable observations within the overall research study.

You want to use quantitative data research design if:

• you work in a field concerned with analyzing data to inform decisions;
• your research focuses on studying relationships between variables to form data-driven conclusions;
• you have interests related to mathematics, statistical analysis and data science.

Examples of Quantitative Research Design in Education

Here are just a few examples of how quantitative research design methods may impact education:

Example 1: Researchers compile data to understand the connection between class sizes and standardized test scores. Researchers can determine if and what the relationship is between smaller, intimate class sizes and higher test scores for grade-school children using statistical and data analysis.

Example 2: Professionals conduct an experiment in which a group of high school students must complete a certain number of community service hours before graduation. Researchers compare those students to another group of students who did not complete service hours — using statistical analysis to determine if the requirement increased college acceptance rates.

Example 3: Teachers take a survey to examine an education policy that restricts the number of extracurricular activities offered at a particular academic institution. The findings help better understand the far-reaching impacts of extracurricular opportunities on academic performance.

Making the Most of Research Design Methods for Good: Vanderbilt University’s Peabody College

Vanderbilt University's Peabody College of Education and Human Development offers a variety of respected, nationally-recognized graduate programs designed with future agents of social change in mind. We foster a culture of excellence and compassion and guide you to become the best you can be — both in the classroom and beyond.

At Peabody College, you will experience

• an inclusive, welcoming community of like-minded professionals;
• the guidance of expert faculty with real-world industry experience;
• opportunities for valuable, hands-on learning experiences,
• the option of specializing depending on your specific area of interest.

Explore our monthly publication — Ideas in Action — for an inside look at how Peabody College translates discoveries into action.

Please click below to explore a few of the graduate degrees offered at Peabody College:

• Child Studies M.Ed. — a rigorous Master of Education degree that prepares students to examine the developmental, learning and social issues concerning children and that allows students to choose from one of two tracks (the Clinical and Developmental Research Track or the Applied Professional Track).
• Cognitive Psychology in Context M.S. — an impactful Master of Science program that emphasizes research design and statistical analysis to understand cognitive processes and real-world applications best, making it perfect for those interested in pursuing doctoral studies in cognitive science.
• Education Policy M.P.P — an analysis-focused Master of Public Policy program designed for future leaders in education policy and practice, allowing students to specialize in either K-12 Education Policy, Higher Education Policy or Quantitative Methods in Education Policy. 
• Quantitative Methods M.Ed. — a data-driven Master of Education degree that teaches the theory and application of quantitative analysis in behavioral, social and educational sciences.

Connect with the Community of Professionals Seeking to Enhance Humankind at Peabody College

At Peabody College, we equip you with the marketable, transferable skills needed to secure a valuable career in education and beyond. You will emerge from the graduate program of your choice ready to enhance humankind in more meaningful ways than you could have imagined.

If you want to develop the sought-after skills needed to be a force for change in the social and educational spaces, you are in the right place .

We invite you to request more information ; we will connect you with an admissions professional who can answer all your questions about choosing one of these transformative graduate degrees at Peabody College. You may also take this opportunity to review our admissions requirements and start your online application today. 

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What Is Qualitative vs. Quantitative Study?

Qualitative research focuses on understanding phenomena through detailed, narrative data. It explores the “how” and “why” of human behavior, using methods like interviews, observations, and content analysis. In contrast, quantitative research is numeric and objective, aiming to quantify variables and analyze statistical relationships. It addresses the “when” and “where,” utilizing tools like surveys, experiments, and statistical models to collect and analyze numerical data.

In This Article:

What is qualitative research, what is quantitative research.

• How Do Qualitative and Quantitative Research Differ?

What’s the Difference Between a Qualitative and Quantitative Study?

Analyzing qualitative and quantitative data, when to use qualitative or quantitative research, develop your research skills at national university.

Qualitative and quantitative data are broad categories covering many research approaches and methods. While both share the primary aim of knowledge acquisition, quantitative research is numeric and objective, seeking to answer questions like when or where. On the other hand, qualitative research is concerned with subjective phenomena that can’t be numerically measured, like how different people experience grief.

Having a firm grounding in qualitative and quantitative research methodologies will become especially important once you begin work on your dissertation or thesis toward the end of your academic program. At that point, you’ll need to decide which approach best aligns with your research question, a process that involves working closely with your Dissertation Chair.

Keep reading to learn more about the difference between quantitative vs. qualitative research, including what research techniques they involve, how they approach the task of data analysis, and some strengths — and limitations — of each approach. We’ll also briefly examine mixed-method research, which incorporates elements of both methodologies.

Qualitative research differs from quantitative research in its objectives, techniques, and design. Qualitative research aims to gain insights into phenomena, groups, or experiences that cannot be objectively measured or quantified using mathematics. Instead of seeking to uncover precise answers or statistics in a controlled environment like quantitative research, qualitative research is more exploratory, drawing upon data sources such as photographs, journal entries, video footage, and interviews.

These features stand in stark contrast to quantitative research, as we’ll see throughout the remainder of this article.

Quantitative research tackles questions from different angles compared to qualitative research. Instead of probing for subjective meaning by asking exploratory “how?” and “why?” questions, quantitative research provides precise causal explanations that can be measured and communicated mathematically. While qualitative researchers might visit subjects in their homes or otherwise in the field, quantitative research is usually conducted in a controlled environment. Instead of gaining insight or understanding into a subjective, context-dependent issue, as is the case with qualitative research, the goal is instead to obtain objective information, such as determining the best time to undergo a specific medical procedure.

How Does Qualitative and Quantitative Research Differ?

How are the approaches of quantitative and qualitative research different?

In qualitative studies, data is usually gathered in the field from smaller sample sizes, which means researchers might personally visit participants in their own homes or other environments. Once the research is completed, the researcher must evaluate and make sense of the data in its context, looking for trends or patterns from which new theories, concepts, narratives, or hypotheses can be generated.

Quantitative research is typically carried out via tools (such as questionnaires) instead of by people (such as a researcher asking interview questions). Another significant difference is that, in qualitative studies, researchers must interpret the data to build hypotheses. In a quantitative analysis, the researcher sets out to test a hypothesis.

Both qualitative and quantitative studies are subject to rigorous quality standards. However, the research techniques utilized in each type of study differ, as do the questions and issues they hope to address or resolve. In quantitative studies, researchers tend to follow more rigid structures to test the links or relationships between different variables, ideally based on a random sample. On the other hand, in a qualitative study, not only are the samples typically smaller and narrower (such as using convenience samples), the study’s design is generally more flexible and less structured to accommodate the open-ended nature of the research.

Below are a few examples of qualitative and quantitative research techniques to help illustrate these differences further.

Sources of Quantitative Research

Some example methods of quantitative research methods or sources include, but are not limited to, the following:

• Conducting polls, surveys, and experiments
• Compiling databases of records and information
• Observing the topic of the research, such as a specific reaction
• Performing a meta-analysis, which involves analyzing multiple prior studies in order to identify statistical trends or patterns
• Supplying online or paper questionnaires to participants

The following section will cover some examples of qualitative research methods for comparison, followed by an overview of mixed research methods that blend components of both approaches.

Sources of Qualitative Research

Researchers can use numerous qualitative methods to explore a topic or gain insight into an issue. Some sources of, or approaches to, qualitative research include the following examples:

• Conducting ethnographic studies, which are studies that seek to explore different phenomena through a cultural or group-specific lens
• Conducting focus groups
• Examining various types of records, including but not limited to diary entries, personal letters, official documents, medical or hospital records, photographs, video or audio recordings, and even minutes from meetings
• Holding one-on-one interviews
• Obtaining personal accounts and recollections of events or experiences

Examples of Research Questions Best Suited for Qualitative vs. Quantitative Methods

Qualitative research questions:.

• How do patients experience the process of recovering from surgery?
• Why do some employees feel more motivated in remote work environments?
• What are the cultural influences on dietary habits among teenagers?

Quantitative Research Questions:

• What is the average recovery time for patients after surgery?
• How does remote work impact employee productivity levels?
• What percentage of teenagers adhere to recommended dietary guidelines?

These examples illustrate how qualitative research delves into the depth and context of human experiences, while quantitative research focuses on measurable data and statistical analysis.

Mixed Methods Research

In addition to the purely qualitative and quantitative research methods outlined above, such as conducting focus groups or performing meta-analyses, it’s also possible to take a hybrid approach that merges qualitative and quantitative research aspects. According to an article published by LinkedIn , “Mixed methods research avoids many [of the] criticisms” that have historically been directed at qualitative and quantitative research, such as the former’s vulnerability to bias, by “canceling the effects of one methodology by including the other methodology.” In other words, this mixed approach provides the best of both worlds. “Mixed methods research also triangulates results that offer higher validity and reliability.”

If you’re enrolled as a National University student, you can watch a video introduction to mixed-method research by logging in with your student ID. Our resource library also covers qualitative and quantitative research methodologies and a video breakdown of when to use which approach.

When it comes to quantitative and qualitative research, methods of collecting data differ, as do the methods of organizing and analyzing it. So what are some best practices for analyzing qualitative and quantitative data sets, and how do they call for different approaches by researchers?

How to Analyze Qualitative Data

Below is a step-by-step overview of how to analyze qualitative data.

• Make sure all of your data is finished being compiled before you begin any analysis.
• Organize and connect your data for consistency using computer-assisted qualitative data analysis software (CAQDAS).
• Code your data, which can be partially automated using a feedback analytics platform.
• Start digging deep into analysis, potentially using augmented intelligence to get more accurate results.
• Report on your findings, ideally using engaging aids to help tell the story.

How to Analyze Quantitative Data

There are numerous approaches to analyzing quantitative data. Some examples include cross-tabulation, conjoint analysis, gap analysis, trend analysis, and SWOT analysis, which refers to Strengths, Weaknesses, Opportunities, and Threats.

Whichever system or systems you use, there are specific steps you should take to ensure that you’ve organized your data and analyzed it as accurately as possible. Here’s a brief four-step overview.

• Connect measurement scales to study variables, which helps ensure that your data will be organized in the appropriate order before you proceed.
• Link data with descriptive statistics, such as mean, median, mode, or frequency.
• Determine what measurement scale you’ll use for your analysis.
• Organize the data into tables and conduct an analysis using methods like cross-tabulation or Total Unduplicated Reach and Frequency (TURF) analysis.

Simply knowing the difference between quantitative and qualitative research isn’t enough — you also need an understanding of when each approach should be used and under what circumstances. For that, you’ll need to consider all of the comparisons we’ve made throughout this article and weigh some potential pros and cons of each methodology.

Pros and Cons of Qualitative Research

Qualitative research has numerous strengths, but the research methodology is only more appropriate for some projects or dissertations. Here are some strengths and weaknesses of qualitative research to help guide your decision:

• Pro — More flex room for creativity and interpretation of results
• Pro — Greater freedom to utilize different research techniques as the study evolves
• Con — Potentially more vulnerable to bias due to their subjective nature
• Con — Sample sizes tend to be smaller and non-randomized

Pros and Cons of Quantitative Research

Quantitative research also comes with drawbacks and benefits, depending on what information you aim to uncover. Here are a few pros and cons to consider when designing your study.

• Pro — Large, random samples help ensure that the broader population is more realistically reflected
• Pro — Specific, precise results can be easily communicated using numbers
• Con — Data can suffer from a lack of context or personal detail around participant answers
• Con — Numerous participants are needed, driving up costs while posing logistical challenges

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Frequently asked questions

What’s the difference between results and discussion.

The results chapter or section simply and objectively reports what you found, without speculating on why you found these results. The discussion interprets the meaning of the results, puts them in context, and explains why they matter.

In qualitative research , results and discussion are sometimes combined. But in quantitative research , it’s considered important to separate the objective results from your interpretation of them.

Frequently asked questions: Dissertation

Dissertation word counts vary widely across different fields, institutions, and levels of education:

• An undergraduate dissertation is typically 8,000–15,000 words
• A master’s dissertation is typically 12,000–50,000 words
• A PhD thesis is typically book-length: 70,000–100,000 words

However, none of these are strict guidelines – your word count may be lower or higher than the numbers stated here. Always check the guidelines provided by your university to determine how long your own dissertation should be.

A dissertation prospectus or proposal describes what or who you plan to research for your dissertation. It delves into why, when, where, and how you will do your research, as well as helps you choose a type of research to pursue. You should also determine whether you plan to pursue qualitative or quantitative methods and what your research design will look like.

It should outline all of the decisions you have taken about your project, from your dissertation topic to your hypotheses and research objectives , ready to be approved by your supervisor or committee.

Note that some departments require a defense component, where you present your prospectus to your committee orally.

A thesis is typically written by students finishing up a bachelor’s or Master’s degree. Some educational institutions, particularly in the liberal arts, have mandatory theses, but they are often not mandatory to graduate from bachelor’s degrees. It is more common for a thesis to be a graduation requirement from a Master’s degree.

Even if not mandatory, you may want to consider writing a thesis if you:

• Plan to attend graduate school soon
• Have a particular topic you’d like to study more in-depth
• Are considering a career in research
• Would like a capstone experience to tie up your academic experience

The conclusion of your thesis or dissertation should include the following:

• A restatement of your research question
• A summary of your key arguments and/or results
• A short discussion of the implications of your research

The conclusion of your thesis or dissertation shouldn’t take up more than 5–7% of your overall word count.

For a stronger dissertation conclusion , avoid including:

• Important evidence or analysis that wasn’t mentioned in the discussion section and results section
• Generic concluding phrases (e.g. “In conclusion …”)
• Weak statements that undermine your argument (e.g., “There are good points on both sides of this issue.”)

Your conclusion should leave the reader with a strong, decisive impression of your work.

While it may be tempting to present new arguments or evidence in your thesis or disseration conclusion , especially if you have a particularly striking argument you’d like to finish your analysis with, you shouldn’t. Theses and dissertations follow a more formal structure than this.

All your findings and arguments should be presented in the body of the text (more specifically in the discussion section and results section .) The conclusion is meant to summarize and reflect on the evidence and arguments you have already presented, not introduce new ones.

A theoretical framework can sometimes be integrated into a  literature review chapter , but it can also be included as its own chapter or section in your dissertation . As a rule of thumb, if your research involves dealing with a lot of complex theories, it’s a good idea to include a separate theoretical framework chapter.

A literature review and a theoretical framework are not the same thing and cannot be used interchangeably. While a theoretical framework describes the theoretical underpinnings of your work, a literature review critically evaluates existing research relating to your topic. You’ll likely need both in your dissertation .

While a theoretical framework describes the theoretical underpinnings of your work based on existing research, a conceptual framework allows you to draw your own conclusions, mapping out the variables you may use in your study and the interplay between them.

A thesis or dissertation outline is one of the most critical first steps in your writing process. It helps you to lay out and organize your ideas and can provide you with a roadmap for deciding what kind of research you’d like to undertake.

Generally, an outline contains information on the different sections included in your thesis or dissertation , such as:

• Your anticipated title
• Your abstract
• Your chapters (sometimes subdivided into further topics like literature review , research methods , avenues for future research, etc.)

When you mention different chapters within your text, it’s considered best to use Roman numerals for most citation styles. However, the most important thing here is to remain consistent whenever using numbers in your dissertation .

In most styles, the title page is used purely to provide information and doesn’t include any images. Ask your supervisor if you are allowed to include an image on the title page before doing so. If you do decide to include one, make sure to check whether you need permission from the creator of the image.

Include a note directly beneath the image acknowledging where it comes from, beginning with the word “ Note .” (italicized and followed by a period). Include a citation and copyright attribution . Don’t title, number, or label the image as a figure , since it doesn’t appear in your main text.

Definitional terms often fall into the category of common knowledge , meaning that they don’t necessarily have to be cited. This guidance can apply to your thesis or dissertation glossary as well.

However, if you’d prefer to cite your sources , you can follow guidance for citing dictionary entries in MLA or APA style for your glossary.

A glossary is a collection of words pertaining to a specific topic. In your thesis or dissertation, it’s a list of all terms you used that may not immediately be obvious to your reader. In contrast, an index is a list of the contents of your work organized by page number.

The title page of your thesis or dissertation goes first, before all other content or lists that you may choose to include.

The title page of your thesis or dissertation should include your name, department, institution, degree program, and submission date.

Glossaries are not mandatory, but if you use a lot of technical or field-specific terms, it may improve readability to add one to your thesis or dissertation. Your educational institution may also require them, so be sure to check their specific guidelines.

A glossary or “glossary of terms” is a collection of words pertaining to a specific topic. In your thesis or dissertation, it’s a list of all terms you used that may not immediately be obvious to your reader. Your glossary only needs to include terms that your reader may not be familiar with, and is intended to enhance their understanding of your work.

A glossary is a collection of words pertaining to a specific topic. In your thesis or dissertation, it’s a list of all terms you used that may not immediately be obvious to your reader. In contrast, dictionaries are more general collections of words.

An abbreviation is a shortened version of an existing word, such as Dr. for Doctor. In contrast, an acronym uses the first letter of each word to create a wholly new word, such as UNESCO (an acronym for the United Nations Educational, Scientific and Cultural Organization).

As a rule of thumb, write the explanation in full the first time you use an acronym or abbreviation. You can then proceed with the shortened version. However, if the abbreviation is very common (like PC, USA, or DNA), then you can use the abbreviated version from the get-go.

Be sure to add each abbreviation in your list of abbreviations !

If you only used a few abbreviations in your thesis or dissertation , you don’t necessarily need to include a list of abbreviations .

If your abbreviations are numerous, or if you think they won’t be known to your audience, it’s never a bad idea to add one. They can also improve readability, minimizing confusion about abbreviations unfamiliar to your reader.

A list of abbreviations is a list of all the abbreviations that you used in your thesis or dissertation. It should appear at the beginning of your document, with items in alphabetical order, just after your table of contents .

Your list of tables and figures should go directly after your table of contents in your thesis or dissertation.

Lists of figures and tables are often not required, and aren’t particularly common. They specifically aren’t required for APA-Style, though you should be careful to follow their other guidelines for figures and tables .

If you have many figures and tables in your thesis or dissertation, include one may help you stay organized. Your educational institution may require them, so be sure to check their guidelines.

A list of figures and tables compiles all of the figures and tables that you used in your thesis or dissertation and displays them with the page number where they can be found.

The table of contents in a thesis or dissertation always goes between your abstract and your introduction .

You may acknowledge God in your dissertation acknowledgements , but be sure to follow academic convention by also thanking the members of academia, as well as family, colleagues, and friends who helped you.

A literature review is a survey of credible sources on a topic, often used in dissertations , theses, and research papers . Literature reviews give an overview of knowledge on a subject, helping you identify relevant theories and methods, as well as gaps in existing research. Literature reviews are set up similarly to other  academic texts , with an introduction , a main body, and a conclusion .

An  annotated bibliography is a list of  source references that has a short description (called an annotation ) for each of the sources. It is often assigned as part of the research process for a  paper .  

In a thesis or dissertation, the discussion is an in-depth exploration of the results, going into detail about the meaning of your findings and citing relevant sources to put them in context.

The conclusion is more shorter and more general: it concisely answers your main research question and makes recommendations based on your overall findings.

In the discussion , you explore the meaning and relevance of your research results , explaining how they fit with existing research and theory. Discuss:

• Your  interpretations : what do the results tell us?
• The  implications : why do the results matter?
• The  limitation s : what can’t the results tell us?

Results are usually written in the past tense , because they are describing the outcome of completed actions.

The results chapter of a thesis or dissertation presents your research results concisely and objectively.

In quantitative research , for each question or hypothesis , state:

• The type of analysis used
• Relevant results in the form of descriptive and inferential statistics
• Whether or not the alternative hypothesis was supported

In qualitative research , for each question or theme, describe:

• Recurring patterns
• Significant or representative individual responses
• Relevant quotations from the data

Don’t interpret or speculate in the results chapter.

To automatically insert a table of contents in Microsoft Word, follow these steps:

• Apply heading styles throughout the document.
• In the references section in the ribbon, locate the Table of Contents group.
• Click the arrow next to the Table of Contents icon and select Custom Table of Contents.
• Select which levels of headings you would like to include in the table of contents.

Make sure to update your table of contents if you move text or change headings. To update, simply right click and select Update Field.

All level 1 and 2 headings should be included in your table of contents . That means the titles of your chapters and the main sections within them.

The contents should also include all appendices and the lists of tables and figures, if applicable, as well as your reference list .

Do not include the acknowledgements or abstract in the table of contents.

The abstract appears on its own page in the thesis or dissertation , after the title page and acknowledgements but before the table of contents .

An abstract for a thesis or dissertation is usually around 200–300 words. There’s often a strict word limit, so make sure to check your university’s requirements.

In a thesis or dissertation, the acknowledgements should usually be no longer than one page. There is no minimum length.

The acknowledgements are generally included at the very beginning of your thesis , directly after the title page and before the abstract .

Yes, it’s important to thank your supervisor(s) in the acknowledgements section of your thesis or dissertation .

Even if you feel your supervisor did not contribute greatly to the final product, you must acknowledge them, if only for a very brief thank you. If you do not include your supervisor, it may be seen as a snub.

In the acknowledgements of your thesis or dissertation, you should first thank those who helped you academically or professionally, such as your supervisor, funders, and other academics.

Then you can include personal thanks to friends, family members, or anyone else who supported you during the process.

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• Bloomberg, L. D. and Volpe, M. F. (2016) A Complete Dissertation: The Big Picture, in Bloomberg, L.D. and Volpe, M.F. (eds.) Completing Your Qualitative Dissertation: A Road Map From Beginning to End. 3rd ed. California: SAGE Publications, Inc., pp. 3-12.
• Denscombe, M. (2003) The Good Research Guide for Small-Scale Social Research Projects. 2nd ed. Berkshire, England: Open University Press. (See: pp. 314-315 on the structure of research report).
• Rotchie, J. and Lewis, J. (2003) Qualitative Research Practice: A Guide for Social Science Students and Researchers. London: SAGE Publications Ltd.

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Best 9 Differences Between Thesis And Dissertation

You’ve probably heard people mention a “thesis” and a “dissertation” when talking about advanced studies, but what do these terms actually mean? While they are both involved in doing research and writing, they are not the same thing. A thesis is commonly written for a master’s degree, but a dissertation is required for a doctorate. Knowing the differences between them can help you understand what each one is all about and what’s expected of you.

In this article, we’ll explain what makes a thesis different from a dissertation. We’ll look at their main purposes, how they are structured, and what kind of work they involve. Whether you’re thinking about graduate school or already studying, this guide will help you understand what each of these research projects entails so you can plan your academic path more confidently. Thesis and Dissertation and different according to the country. For example, In the Philippines, the terms “dissertation” and “thesis” are used to describe different types of academic research projects required for various degrees.

What is a Thesis?

Table of Contents

A thesis is a detailed study document that students write to complete their master’s degree. It involves studying a specific topic in detail within their field, showing they can gather, analyze, and present information clearly and logically. A thesis is a chance for students to prove their knowledge, research skills, and ability to contribute meaningfully to their subject area.

Purpose of a Thesis in a Master’s Degree Program

The main goal of a thesis in a master’s program is to let students dive deep into a particular topic and add something valuable to their field of study. By writing a thesis, students develop important skills like critical thinking, thorough research, and academic writing. It serves as a final project that demonstrates their understanding of the subject and prepares them for the next steps, whether that’s further study or starting a career.

Writing a thesis also shows that a student can conduct independent research. It involves coming up with a research question, designing a study to answer it, analyzing the results, and drawing conclusions. Completing a thesis successfully can open doors to further education, like pursuing a Ph.D., or help in building a strong professional profile by showing a high level of expertise and commitment.

What is a Dissertation?

A dissertation is a big research project that you need to complete to get a Ph.D. Unlike regular papers, a dissertation is much more detailed and involves years of work. It’s all about exploring a unique question or problem that hasn’t been fully studied before and adding new knowledge to your field. Doing a dissertation shows that you can handle complex research, analyze your findings, and explain them clearly. It’s the final test of your expertise and research skills.

Role of a Dissertation in a Doctoral Program

In a Ph.D. program, your dissertation is very important for several reasons:

• Showing Original Research : The main goal of your dissertation is to prove that you can do original research on your own. This means picking a unique question, designing and carrying out a study, and figuring out what the results mean. Your dissertation should offer something new to your field and help expand what’s known about your topic.
• Becoming an Expert : Completing a dissertation shows that you are an expert in your field. It demands a deep understanding of your subject, great research skills, and the ability to think critically about existing knowledge. Successfully defending your dissertation in front of a panel of experts confirms your expertise and knowledge.
• Developing Important Skills : Writing a dissertation helps you develop valuable skills that are useful in both academic and professional settings. These abilities include critical thinking, problem-solving, data analysis , and effective communication. Finishing your dissertation can open up more opportunities for further research or advanced roles in various fields.
• Fulfilling Graduation Requirements : The dissertation is a key part of earning your Ph.D. It’s the final requirement you need to complete your doctoral studies and graduate. Successfully finishing and defending your dissertation is necessary to receive your degree.

The Difference Between Thesis and Dissertation

Dissertation vs Thesis: What’s the Difference in the USA?

In the U.S., “dissertation” and “thesis” refer to different research projects needed for various degrees. Here’s a straightforward comparison:

1. Degree Level

• Thesis : Required for a master’s degree. It’s a big research project that shows you understand your field and can work on your own.
• Dissertation : Needed for a Ph.D. or other doctoral degrees. It’s a more detailed and original research project that should make a significant impact in your field.

2. Purpose and Scope

• Thesis : You need to research and apply what you’ve learned to a specific topic. This usually means looking at existing studies and answering a focused question.
• Dissertation : You must create new knowledge or insights. This involves original research that brings new findings or challenges current ideas. It’s more extensive and detailed.

3. Length and Complexity

• Thesis : Usually 50 to 100 pages long. It’s detailed but not as complex, focusing on a narrower topic.
• Dissertation : Often over 200 pages long. It’s more complex and covers a broader and deeper topic.

4. Research Contribution

• Thesis : This involves analyzing existing research or theories. It doesn’t need to be groundbreaking but should demonstrate strong research skills.
• Dissertation : Requires original research that adds new knowledge. This might mean collecting new data or developing new theories.

5. Supervision and Guidance

• Thesis : You work closely with an advisor who provides regular feedback and helps you stay on track. The process is more structured and involves frequent check-ins.
• Dissertation : You’re guided by a committee of experts. You work more independently, with less frequent but more intensive feedback.
• Thesis : Include a simpler presentation or review. It’s generally less formal compared to a dissertation defense.
• Dissertation : Requires a formal defense where you present your research in detail and answer questions from a committee.

7. Approval Process

• Thesis : Needs to be reviewed and approved by your advisor and sometimes a committee, depending on your school’s rules.
• Dissertation : Must be approved by a committee of faculty members and undergo a more thorough review process before you get your doctoral degree.

In short, a thesis is a major project for a master’s degree, showing your ability to research a specific topic. A dissertation is a larger, original research project for a doctoral degree aimed at contributing new knowledge to your field.

Misconceptions About Thesis and Dissertation

There are several common myths about theses and dissertations that need to be clarified. Here’s a simple explanation of what’s true and what’s not:

1. Thesis and Dissertation Are the Same

Truth : A thesis and a dissertation are different. A thesis is for a master’s degree and involves research on a specific topic. A dissertation is for a Ph.D. and requires original research that should make a big impact in your field.

2. A Thesis Is Less Important Than a Dissertation

Truth : Both are important but for different reasons. A thesis shows you can do research at the master’s level, while a dissertation shows you can make a significant contribution at the doctoral level. Each is valuable in its way.

3. A Thesis Is Easier Than a Dissertation

Truth : A thesis might be shorter and less complex, but it still requires a lot of work. A dissertation is longer and involves more original research, but both need a lot of effort and dedication.

4. A Thesis Cannot Be Published

Truth : You can publish a thesis. Many students turn their thesis into journal articles or books. The length doesn’t limit its potential; what matters is the quality of the research.

5. Thesis and Dissertation Defenses Are the Same

Truth : Defending a thesis is usually less formal than defending a dissertation. A thesis defense might be a presentation to your advisor or a small committee. In contrast, a dissertation defense is more formal, with a detailed presentation and lots of questions from a committee.

6. Writing a Thesis or Dissertation Is a Solo Job

Truth : You don’t do it alone. Advisors or committees provide guidance and feedback. Their input is crucial for producing good research.

7. Only Writing Matters

Truth : Writing is just one part. You also need to do thorough research, analyze data, and review existing studies. The quality of your research is what really counts.

8. Approval Processes Are the Same

Truth : Getting approval for a thesis and a dissertation can be different. A thesis might need approval from your advisor and a small committee, while a dissertation usually requires a more detailed review and a formal defense.

9. Work Is Only Relevant to Academia

Truth : Research from both theses and dissertations can have real-world uses. It can affect industry practices, help with public policy, or solve practical problems, making a difference beyond just academic circles.

Understanding these differences helps you know what to expect and how to approach each type of project. In the Philippines, understanding these distinctions helps students navigate their academic requirements effectively and prepares them for the expectations of their respective degree programs.

Final words

Grasping the difference between a thesis and a dissertation is key to navigating your academic journey, especially in the Philippines. Here’s a straightforward look at each:

A thesis is something you typically write for a master’s degree. It involves researching a specific topic and showing that you can dive deep into it and understand it well. A dissertation, on the other hand, is for a doctoral degree. It’s a much larger project that requires original research and aims to add something new to your field.

Both a thesis and a dissertation require thorough research, lots of writing, and a formal defense. However, a thesis is usually more focused, while a dissertation covers a broader range and aims to make a bigger impact.

Understanding these differences helps you prepare better for either project. Both represent important milestones in your academic and professional growth in the Philippines.

There are lots of students who are searching for the best business dissertation help in the Philippines and many other countries; if you are one of them, feel free to contact our experts now.

FAQs About Thesis and Dissertation

How long are theses compared to dissertations.

A thesis is usually shorter, often between 80 and 120 pages, depending on your field and school requirements. A dissertation is generally much longer, frequently more than 200 pages, because it covers a broader scope and involves deeper research.

Do you need to defend both a thesis and a dissertation?

Yes, both require a defense, but they are different. A thesis defense is usually less formal, where you present your work to a small committee or your advisor. A dissertation defense is more formal and involves a detailed presentation and lots of questions from a committee of experts.

Who helps you with a thesis or dissertation?

For a thesis, you usually work with an advisor or mentor. For a dissertation, you work with a committee of faculty members. Both will guide you, provide feedback, and make sure your research meets academic standards .

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• Open access
• Published: 10 September 2024

Gender differences in the relationship between the triglyceride-glucose index and serum Klotho concentrations among the middle-aged and elderly: a cross-sectional analysis

• Chen Wang 1   na1 ,
• Dongmei Liu 1   na1 ,
• Jie Lu 1   na1 ,
• Ben Huang 2 ,
• Bin Feng 1 ,
• Jingping Yin 1 ,
• Jun Qiu 1 &
• Zheng Zhang 1  

BMC Endocrine Disorders volume  24 , Article number:  185 ( 2024 ) Cite this article

69 Accesses

Metrics details

The triglyceride-glucose (TyG) index is recognized as a robust indicator for evaluating insulin resistance (IR). Despite the well-documented anti-aging biological functions of Klotho protein, its correlation with the TyG index remains unexplored.

A cross-sectional analysis was conducted involving participants from the National Health and Nutrition Examination Surveys (NHANES) 2007–2016. The TyG index was computed using laboratory data, while serum Klotho concentrations was determined using ELISA kit. After adjusting potential confounding variables, multivariate regression models were employed to evaluate the association between the TyG index and Klotho protein levels among middle-aged and elderly females and males separately. Additionally, smooth curve fitting and segmented regression model were applied to investigate potential threshold effects and identify the inflection point.

A total of 6,573 adults qualified for inclusion, comprising 3,147 (47.88%) males and 3,426 (52.12%) females. Multivariate regression analysis revealed that females with a higher TyG index exhibited significantly lower serum Klotho concentrations (β=-83.41, 95% CI: -124.23 to -42.60, P  < 0.0001). This association was not statistically significant in males (β = 15.40, 95% CI: -19.16 to 49.95, P  = 0.3827). Subgroup analyses revealed a significant interaction effect by diabetes status in females (P-interaction = 0.0121), where non-diabetic females showed a stronger negative association between TyG index and serum Klotho levels compared to diabetic females. In the female group, when TyG index was divided into quartiles, individuals in the highest quartile of TyG index exhibited reduced levels of Klotho protein (Q4: -88.77 pg/ml) compared to those in the lowest quartile (Q1) after full adjustment ( P  = 0.0041). Segmented regression analysis indicated a turning point value of 9.4 in females. Notably, a 1-unit increase in TyG index was significantly associated with a decrease in Klotho levels by -111.43 pg/ml (95% CI: -157.34 to -65.52, P  < 0.0001) when TyG index was below 9.4, while above this threshold, the association was not significant (Log likelihood ratio test: 0.009).

Conclusions

The findings highlight a non-linear correlation between the TyG index and serum Klotho concentrations among females, indicative of a saturation effect. This relationship was particularly pronounced in non-diabetic women. In contrast, no statistically significant association was observed in male participants.

Peer Review reports

Insulin resistance (IR) results from a reduced sensitivity and response to the effects of insulin, which is recognized as a critical factor contributing to several disorders, including cardiovascular disease, type 2 diabetes, metabolic syndrome (MetS), and cognitive impairment [ 1 , 2 , 3 , 4 ]. The hyperinsulinemic-euglycemic clamp (HEC) technique has emerged as the gold standard for IR detection; however, its utility in clinical settings is limited due to its laborious and costly nature [ 5 ]. Subsequently, the homeostatic model assessment of insulin resistance (HOMA-IR) was introduced to estimate IR indirectly through fasting glucose and insulin levels [ 6 ]. Despite its widespread use, the necessity for insulin measurement, elevated testing expenses, and limited repeatability have restricted its practical application. Recent research has highlighted the triglyceride-glucose (TyG) index, a synthetic marker derived from fasting triglycerides and glucose, as an effective alternative to gold standard IR measurements, due to its considerable connection with HEC [ 7 ]. This index has proven to be as effective as, or even superior to, HOMA-IR in assessing IR [ 8 , 9 ]. Furthermore, the TyG score outperforms traditional indicators in terms of accessibility and cost-effectiveness. Extensive research has demonstrated its association with increased risks of age-related diseases such as cardiovascular disease, arteriosclerosis, dementia, and diabetes [ 10 , 11 , 12 ].

The Klotho gene is responsible for producing a transmembrane protein and its soluble variant, which emerges through the proteolytic cleavage of its extracellular domain by membrane-anchored proteases [ 13 ]. Serum soluble Klotho (hereinafter referred to as Klotho), acting as a hormone, exhibits diverse health-related functions and remarkable anti-aging properties [ 14 ]. The expression of Klotho protein contributes to cardiovascular health by improving endothelial dysfunction and alleviating arteriosclerosis [ 15 , 16 ]. Conversely, downregulation of this protein has been implicated in various aging-associated disorders, including cancer, MetS, osteoporosis, and cognitive decline [ 17 , 18 , 19 , 20 ]. Notably, these diseases have also been linked to IR [ 21 ]. Moreover, it has been consistently reported that serum Klotho levels were inversely correlated with age in humans [ 22 ]. A shorter leukocyte telomere length, a robust marker of biological aging, has been associated with elevated TyG index values [ 23 ]. Despite these insights, research into the direct correlation between the TyG index and serum Klotho concentrations remains scarce.

Research into Klotho has unveiled gender-specific disparities, revealing that serum Klotho levels and their associated anti-aging effects vary between females and males, alongside their responses to various diseases [ 24 ]. Additionally, gender also affects the degree of IR, with women showing a higher prevalence of impaired fasting glucose [ 25 , 26 ]. Consequently, this suggests that the association between the TyG index, an indicator for IR, and serum Klotho concentrations could exhibit gender-related variations.

Therefore, we obtained publicly available data from the National Health and Nutrition Examination Survey (NHANES) to investigate the correlation between the TyG index and serum Klotho levels in the middle-aged and elderly population, focusing specifically on identifying any gender-based disparities within this association.

Study design and participants

NHANES is a cross-sectional and nationally representative survey that annually collects data from approximately 5,000 individuals to assess the health and nutritional status across the United States. Authorized by the National Center for Health Statistics of the Centers for Disease Control and Prevention, the survey ensures all participants give written informed consent, adhering to ethical standards for study conduct.

Considering the availability of Klotho, this study extracted NHANES data from 2007 to 2016 with 50,588 participants. Exclusion criteria included missing serum Klotho data, or incomplete information necessary for calculating the TyG index ( n  = 43,954). Additionally, participants with extreme TyG index values (> mean ± 3 standard deviations, n  = 61) were removed [ 27 ]. No other inclusion or exclusion criteria were applied. The exclusion process resulted in a final cohort of 6,573 subjects for further detailed analysis. Figure  1 illustrates the selection procedure of the study participants.

Flowchart of the study. *Extreme outlier values, defined as those over 3 standard deviations from the mean

Measurement of serum Klotho

Serum samples were collected from participants, then transferred and preserved at -80 °C. The quantification of serum Klotho was performed using an enzyme-linked immunosorbent assay (ImmunoBiological Laboratories, Gunma, Japan) strictly adhering to the manufacturer’s protocol. The assay, with a sensitivity of 6 pg/mL, required that each sample be bisected and analyzed in duplicate. The final result was derived from the average of these two separate measurements. Serum Klotho concentrations were utilized as the outcome variable in our analysis.

Assessment of TyG index

The TyG index was calculated using the formula Ln [fasting triglycerides (mg/dL) × fasting glucose (mg/dL)/2] [ 28 ]. Morning blood samples, collected after an overnight fast, were analyzed to measure triglyceride and glucose concentrations using enzymatic assays on the Roche Modular P and Roche Cobas 6000 chemistry analyzers, respectively. Additionally, fasting glucose concentrations were determined through a hexokinase-mediated reaction with the Roche/Hitachi Cobas C 501 analyzer. It is essential to emphasize that, within the parameters of our research design, the TyG index functioned as an exposure variable.

Measurement and definitions of covariates

Several covariates were identified as potential confounders affecting the association between the TyG index and serum Klotho levels. Covariates encompassed demographic variables (age, racial/ethnic identification including non-Hispanic White, non-Hispanic Black, other Hispanic, Mexican American, and other races), socioeconomic indicators (Poverty Income Ratio, PIR, and education levels categorized as less than high school, high school, and college or above), physical health metrics (Body Mass Index, BMI, stratified into < 25, 25–30, and ≥ 30 kg/m2 categories, waist circumference), and medication data (use of hypoglycemic and lipid-lowering prescription drugs). Lifestyle factors assessed encompassed tobacco use (categorized by lifetime cigarette consumption into never, former, and current smokers) and alcohol intake (< 12 or ≥ 12 drinks/year). Health status variables included high-density lipoprotein cholesterol (HDL-C), low-density lipoprotein cholesterol (LDL-C), diagnoses of diabetes, hypertension, cancer, stroke, congestive heart failure (CHF), coronary heart disease (CHD), angina, heart attack, chronic obstructive pulmonary disease (COPD), along with estimated glomerular filtration rate (eGFR), computed via the Chronic Kidney Disease Epidemiology Collaboration formula [ 29 ]. Diabetes was operationalized as either a clinical diagnosis, current treatment with insulin or diabetes medication, an HbA1c level ≥ 6.5%, or a fasting glucose level ≥ 126 mg/dL. Hypertension was defined by a prior physician diagnosis or current antihypertensive medication use. The inclusion of self-reported medical conditions (cancer, stroke, CHF, CHD, angina, heart attack, and COPD) were classified dichotomously (Yes/No).

Statistical analysis

In our study, continuous variables at baseline were reported as mean ± standard deviation (SD), whereas categorical variables were represented as percentages. The chi-square test assessed differences in categorical variables between genders, while differences in continuous variables were evaluated using the Student’s t-test or the Mann-Whitney U test. The TyG index was examined both as a continuous and a categorical variable (segmented into quartiles), with the first quartile acting as the reference group for trend analyses. Multivariable linear regression was applied to elucidate the independent association between the TyG index and serum Klotho levels, comprising three models of adjustment: Model 1, without any covariate adjustments; Model 2, adjusting for age and race; and Model 3, a fully adjusted model, additionally accounted for PIR, BMI, waist circumference, education level, smoking and alcohol consumption, HDL-C, LDL-C, eGFR, cancer, stroke, CHF, CHD, angina, heart attack, COPD, hypoglycemic drugs or insulin use, lipid-lowering drug use, diabetes, and hypertension, expanding upon Model 2. The investigation of a potential non-linear relationship between the TyG index and serum Klotho involved smoothing curve fittings, with any detected non-linearity further examined through segmented linear regression to identify threshold effects and calculate the inflection point. Interaction and stratification analyses, within the context of Model 3, were systematically conducted to explore subgroup dynamics. All statistical procedures were performed using EmpowerStats ( http://www.EmpowerStats.com ) and R version 3.6.3, considering a two-tailed P-value of < 0.05 as indicative of statistical significance.

Baseline characteristics

Table  1 presents the clinical and laboratory characteristics of the study participants, stratified by sex, drawing on data from NHANES 2007–2016. The cohort consisted of 6,573 individuals aged 40 to 79 years, including 3,147 (47.88%) males and 3,426 (52.12%) females, with average ages of 56.26 ± 10.38 and 56.59 ± 10.54 years, respectively. Male participants demonstrated a higher propensity for smoking, drinking, and being overweight compared to their female counterparts, who exhibited less favorable income levels. Notably, the TyG index and eGFR were significantly elevated in males (TyG index: 8.77 ± 0.63 vs. 8.62 ± 0.61, P  < 0.0001; eGFR: 88.95 ± 20.42 vs. 86.40 ± 18.53 mL/min/1.73m2, P  < 0.0001), whereas serum Klotho concentrations were significantly lower (822.88 ± 280.41 vs. 870.02 ± 316.13 pg/mL, P  < 0.0001). Additionally, significant differences were observed in lipid profiles, with males having lower HDL-C levels (49.24 ± 14.63 vs. 60.71 ± 17.96 mg/dL, P  < 0.0001) and LDL-C levels compared to females (116.18 ± 35.98 vs. 120.81 ± 35.54 mg/dL, P  < 0.0001). The use of hypoglycemic drugs or insulin, as well as lipid-lowering medications, was more prevalent among male participants ( P  < 0.05). Furthermore, the incidence of chronic conditions, including diabetes mellitus, angina, CHF, CHD, and heart attack, was less frequent among female participants (all P  < 0.05).

Multivariate regression analysis

Multivariate regression analysis was conducted to evaluate the independent association between the TyG index and serum Klotho concentrations within separate cohorts of middle-aged and elderly females and males. Table  2 delineates the beta coefficients (β) along with their 95% confidence intervals (CIs) across various models. In the female cohort, significant inverse relationships between the TyG index and serum Klotho levels were consistently observed across all three multivariate linear regression models. Specifically, Model 1 reported a β of − 75.48 with a 95% CI ranging from − 92.72 to − 58.24 ( P  < 0.0001). Model 2 demonstrated a β of − 68.29 (95% CI: −85.84 to − 50.74, P  < 0.0001), and Model 3 showed a β of − 83.41 (95% CI: −124.23 to − 42.60, P  < 0.0001). These results suggest a consistent decrease in serum Klotho protein levels in females with an elevated TyG index. Furthermore, this significant association remained robust upon categorization of the TyG index into quartiles, with participants in the highest quartile (Q4) experiencing a reduction in Klotho levels by 88.77 pg/ml compared to those in the lowest quartile (Q1), even after comprehensive adjustments. The trend analysis across all models confirmed a significant decline in Klotho levels corresponding with increasing TyG index (all P  < 0.01). Conversely, in the male cohort, no statistically significant association was observed in the fully adjusted model (Model 3), with a β of 15.40 (95% CI: −19.16 to 49.95, P  = 0.3827), indicating a disparate impact of TyG index on serum Klotho concentrations by sex.

Subgroup analysis

A subgroup stratification analysis was performed to examine the robustness of the association between the TyG index and Klotho levels, stratified by age, race, and diabetes status for both males and females, as detailed in Table  3 . The analysis revealed no significant interaction effects in the association based on age groups (< 60 vs. ≥60 years) or racial categories (non-Hispanic White, non-Hispanic Black, other Hispanic, Mexican American, and other races) in either gender, with all P-values for interaction exceeding 0.05.

However, when stratified by diabetes status, a significant interaction was observed in the female group, where the association between the TyG index and Klotho levels was more pronounced in non-diabetic females (P-interaction = 0.0121). In contrast, the male group did not show a significant interaction based on diabetes status (P-interaction = 0.4046).

Smoothed curve fitting and threshold effect analysis

In the female cohort, smooth curve fitting was applied to assess the potential non-linear connection between the TyG index and serum Klotho levels. After comprehensive adjustment, the analysis unveiled a non-linear correlation (P for non-linearity = 0.0065; see Fig.  2 ). Prompted by this finding, a threshold effect analysis was initiated. The analysis via segmented regression identified a critical turning point for the TyG index at 9.4. Below this threshold, a 1-unit elevation in the TyG index corresponded to a substantial reduction in serum Klotho levels by 111.43 pg/ml (95% CI: -157.34 to -65.52, P  < 0.0001). Conversely, above this threshold, the association ceased to be significant (β = 119.09, 95% CI: -39.66 to 277.84, P  = 0.1418), as evidenced by the log likelihood ratio test (0.009; referenced in Table  4 ). These findings corroborate the initial smooth curve analysis, indicating a threshold saturation effect in the female population.

The relationship between TyG index and serum Klotho concentrations in the female group. Solid line in the middle represents smooth curve fitting between variables. The dotted line on both sides represents a 95% confidence interval (CI) for the fit. The bottom black and white strip shows the population density according to TyG index. All models were adjusted for age, race, PIR, BMI, waist circumference, education, smoking, alcohol consumption, HDL-C, LDL-C, eGFR, cancer, stroke, CHF, CHD, angina, heart attack, COPD, hypoglycemic drugs or insulin use, lipid-lowering drug use, diabetes, and hypertension

In this cross-section study, we explored the relationship between the TyG index and serum Klotho concentrations using a comprehensive dataset from NHANES. Our analysis disclosed a marked negative correlation between the TyG index and serum Klotho concentrations among female participants. Notably, subgroup analyses revealed that this association was particularly pronounced in non-diabetic females. Conversely, among male participants, this correlation did not reach statistical significance upon full adjustment. Additionally, our findings indicate a non-linear relationship in females, characterized by a saturation effect with a discernible threshold at a TyG index of 9.4. These findings provide new epidemiological evidence contributing to a better understanding of the link between IR and aging.

With the rapid growth of the aging population, aging has emerged as a significant threat to public healthcare safety. While both the TyG index and Klotho protein are implicated in aging and related disorders, their interrelationship has not been previously explored. The Klotho protein is renowned for its anti-aging effects, mediated through several pathways. Notably, it downregulates the Wnt signaling pathway, thereby potentially reversing stem and progenitor cell dysfunction and promoting tissue regeneration. Additionally, Klotho exerts anti-aging effects by inhibiting the IGF-1 signaling pathway, which reduces the increase in reactive oxygen species and diminishes oxidative stress [ 30 ]. Further evidence suggests Klotho’s role in enhancing telomerase activity and telomere maintenance, through the upregulation of telomeric repeat-binding factor 1, which counters altered differentiation, cellular senescence, and stem cell apoptosis [ 31 , 32 ]. These mechanisms underscore Klotho’s contribution to longevity and cellular health. Moreover, Klotho deficiency has been associated with various aging-related conditions such as hypertension, arterial stiffening, endothelial dysfunction, and other chronic diseases, highlighting its significance in aging and age-related pathologies [ 33 ].

The established connection between IR and an increased risk of developing various metabolic disorders underscores its significance as a key factor in the aging process [ 34 ]. Recent findings have elucidated a relationship between IR and Klotho, with Amaro-Gahete et al. uncovering a negative correlation between Klotho levels and IR in a cohort of healthy middle-aged individuals [ 35 ]. Furthermore, a cross-sectional analysis indicated a substantial inverse relationship between MetS and serum Klotho levels in middle-aged and older females [ 36 ]. These findings collectively imply that IR could lead to diminished serum Klotho levels. Although the TyG index is recognized as an alternative and reliable marker for IR, investigations into its correlation with serum Klotho levels are limited. Our study aligns with these observations, confirming a negative association between the TyG index and Klotho levels in middle-aged and elderly females, alongside identifying gender-specific differences and a saturation point in this relationship. This introduces a novel perspective to the research on IR and aging, providing comprehensive evidence to support further clinical and basic research. The findings have significant implications for public health and healthcare strategies, highlighting the importance of managing blood glucose and lipid levels to mitigate age-related decline in women. Monitoring the TyG index could be an effective approach for assessing the risk of aging-related diseases. Early detection and intervention for elevated TyG index levels may help delay disease progression, thereby improving the quality of life for middle-aged and elderly women.

The gender disparities observed in our study are consistent with previous research showing a significant inverse correlation between metabolic syndrome and serum Klotho levels, especially among females [ 36 ]. The underlying mechanism for these sex differences may be attributed to the role of endogenous estrogens, which are known to enhance insulin sensitivity in women [ 37 ]. However, this estrogenic protective effect can be diminished by the presence of conditions such as diabetes and hyperlipidemia [ 38 ], which are often exacerbated by a higher TyG index. Furthermore, our study population, aged over 40, predominantly consisted of women undergoing late perimenopause or menopause, a phase marked by reduced estrogen levels. This reduction in estrogen not only diminishes its beneficial effects on insulin sensitivity but also contributes to a redistribution of fat from subcutaneous to visceral depots, thereby increasing metabolic risk [ 39 , 40 ]. Moreover, estrogen has been shown to upregulate the expression of Klotho [ 41 ]. The decrease in estrogen levels may therefore directly impact Klotho expression, contributing to the gender differences observed in our study.

The diabetes-stratified analysis in this study revealed a stronger correlation between the TyG index and Klotho levels in non-diabetic female participants. This finding corresponds with the saturation effect noted within our data, suggesting that at elevated levels of IR, the association between the TyG index and serum Klotho concentrations may reach a plateau or diminish. This pattern implies that in advanced stages of IR, such as diabetic individuals, the regulatory pathways connecting IR to Klotho expression may be overwhelmed by other pathological processes [ 42 ]. Further research is essential to elucidate the underlying mechanisms.

The exact molecular mechanism defining the correlation between the TyG index and serum Klotho levels remains elusive. An elevated TyG index is indicative of increased IR, which could lead to an enhanced inflammatory response, thereby affecting Klotho protein expression by altering the secretion of inflammatory mediators. Factors such as tumor necrosis factor-alpha (TNF-α) and TNF-like weak inducer of apoptosis (TWEAK), both associated with IR and metabolic dysfunctions [ 43 , 44 ], have been proposed to inhibit Klotho expression [ 45 ], contributing to the observed inverse relationship between the TyG index and Klotho levels. Moreover, IR is also linked to enhanced oxidative stress [ 46 ], known to suppress α-Klotho gene expression and, subsequently, Klotho protein production [ 47 ]. Further investigations are warranted to elucidate the detailed mechanism.

Our study possesses several notable strengths. It appears to be the first to document a connection between the TyG index and levels of the anti-aging protein Klotho in humans, offering novel, practical insights into aging delay mechanisms. Additionally, we have identified gender-specific differences in this association. Future health management and treatment strategies should consider these differences. Personalized interventions tailored to the specific needs of men and women could be more effective in mitigating the adverse effects of insulin resistance and aging. Furthermore, our research benefits from analyzing a diverse, multi-ethnic sample from the comprehensive NHANES database, including 6,573 American participants, enhancing the robustness of our findings.

Nevertheless, there are limitations to consider. Firstly, the cross-sectional nature of our study limits our ability to establish causality or the directionality of the observed associations. Future research should delve deeper into the mechanistic links and conduct longitudinal studies to verify our findings and clarify the causal relationship. Additionally, assessing the long-term effects of interventions targeting high TyG index levels on Klotho concentrations and health outcomes would be beneficial. Secondly, while our analysis accounted for a wide range of covariates, the potential for residual confounding factors, such as unavailable metabolic health indicators like muscle mass, visceral fat mass, and maximal oxygen consumption (VO 2 max), remains. These factors are critical in evaluating overall metabolic health and their exclusion might limit the interpretation of the associations between the TyG index and serum Klotho levels. Thus, caution is advised when interpreting our findings, and future studies should consider including these metrics to provide a more comprehensive evaluation of health outcomes. Lastly, by focusing exclusively on individuals aged 40 and above, the generalizability of our results to younger populations may be constrained.

In summary, our cross-sectional analysis reveals a saturation effect, indicating a non-linear association between the TyG index and serum Klotho levels in middle-aged and elderly women, particularly among non-diabetic individuals. In contrast, no statistically significant association was found in male subjects. This study highlights the potential future utility of monitoring the TyG index and Klotho levels in clinical settings, particularly for female patients, to improve early detection and intervention strategies for age-related diseases. Integrating these biomarkers into routine healthcare practices could enhance personalized medicine approaches, leading to better management of aging-related health issues. Future research should further investigate these sex-specific dynamics to enhance our understanding of aging mechanisms.

Data availability

The dataset underpinning the conclusions drawn in this article is accessible at https://wwwn.cdc.gov/nchs/nhanes/Default.aspx.

Abbreviations

• Insulin resistance

Triglyceride glucose

National Health and Nutrition Examination Surveys

Metabolic syndrome

Hyperinsulinemic-euglycemic clamp

High-density lipoprotein cholesterol

Low-density lipoprotein cholesterol

Congestive heart failure

Coronary heart disease

Chronic obstructive pulmonary disease

Estimated glomerular filtration rate

Standard deviation

Body mass index

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The author(s) declare financial support was received for the research, authorship, and/or publication of this article. This study was supported by the Natural Science Foundation of the First Affiliated Hospital of Soochow University (BXQN202229).

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Chen Wang, Dongmei Liu and Jie Lu contributed equally to this work and share first authorship.

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Center of Clinical Laboratory, The First Affiliated Hospital of Soochow University, Suzhou, Jiangsu, China

Chen Wang, Dongmei Liu, Jie Lu, Bin Feng, Jingping Yin, Jun Qiu & Zheng Zhang

Department of Laboratory Medicine, The First Affiliated Hospital of Nanjing Medical University, Nanjing, Jiangsu, China

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C.W.: Funding acquisition, Project administration, Writing – original draft; D.L.: Conceptualization, Writing – review & editing; J.L.: Formal Analysis, Writing – original draft; B.H.: Data curation, Writing – review & editing; B.F.: Data curation, Writing – review & editing; J.Y.: Conceptualization, Writing – review & editing; J.Q.: Supervision, Writing – review & editing; Z.Z.: Conceptualization, Supervision, Writing – original draft, Writing – review & editing.

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Correspondence to Zheng Zhang .

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Wang, C., Liu, D., Lu, J. et al. Gender differences in the relationship between the triglyceride-glucose index and serum Klotho concentrations among the middle-aged and elderly: a cross-sectional analysis. BMC Endocr Disord 24 , 185 (2024). https://doi.org/10.1186/s12902-024-01726-x

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• Published: 10 September 2024

Restorative dentistry

Is SDF better than the SMART (silver modified atraumatic restorative technique) in the management of molar incisor hypomineralisation molars with initial caries?

• Meenakshi Lall 1  

Evidence-Based Dentistry ( 2024 ) Cite this article

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Metrics details

• Caries sealants
• Dental caries
• Glass-ionomer cement

A prospective, randomized, split-mouth clinical study by the two previously trained and calibrated pediatric dentists without blinding operators and patients due to different protocols in both treatment groups. An SDF + potassium iodide (KI) and SDF + KI + glass ionmer cement (GIC) on International Caries Detection and Assessment System (ICDAS) 1/2 molar was received by each patient on either side of mouth. The local Ethics Committee approved this study.

Data source

Sample size calculation was not performed due to the lack of published studies on the longevity of SMART sealant on MIH-affected molars and the absence of research on the apparent difference between the effectiveness of SMART and SDF treatments in preventing further caries and sensitivity.

Study selection

These were children between the ages of 6 years to 13 years, who visited the Pediatric Dentistry Clinic at XX University School of Dentistry for routine exams and treatment between July 2019 to May 2020. They were in good health and had at least two fully erupted permanent first molars with MIH as per the European Academy of Pediatric Dentistry, ICDAS code 1/2. This study recorded 12 months of treatment outcomes on hypomineralised molars of 48 children with a follow-up of three years. Children were excluded with specific syndromes associated with enamel malformation, lack of cooperation, ongoing orthodontic treatment, and teeth with ICDAS 3/4/5/6 lesions, existing restorations, fluorosis, or pulpal symptoms.

Data analysis

Mann-Whitney U Test was used to assess differences between independent groups (SDF and SMART) and the Friedman Test between dependent groups at different time points. Kaplan-Meier analysis to evaluate the cumulative survival of SMART sealants and survival of caries-free hypomineralised molars in both groups. Chi-Square test was used to compare the success percentages of the SDF and SMART groups. To assess the changes in success percentages at three different time intervals for the caries preventive effect of SDF and SMART, and to evaluate the retention percentages for the SMART group. McNemar’s test with a Bonferroni correction was used for significant differences. Cohen’s kappa test indicated that the inter-examiner reliability determining the presence of MIH was 0.87. The intra-examiner reliability for US Public Health Service (USPHS)-Modified criteria was 0.90. The statistical significance level was set at p < 0.05 for all statistical analyses.

At 12, 24 and 36 months the caries preventive effect was 100%, 67.9%, and 65.4% for SDF + KI-treated teeth; and 100%, 97.6%, and 94.7% for SMART (SDF + KI + GIC) respectively. During the recall period, there was no substantial difference in hypersensitivity scores between the groups. There was no hypersensitivity in teeth at 18 months and beyond. Compared to the baseline Schiff Cold Air Sensitivity Scale (SCASS) score 26 molar with initial hypersensitivity to hypomineralisation had a massive reduction at evaluation periods. The mean survival probabilities for the caries-preventive effect were considerably lower in SDF + KI-treated teeth (31.01 months) than in SMART-treated teeth (35.61 months) (p < 0.001).

Considering the limitation of the study, both SMART (SDF + KI + GIC) sealants and 6-monthly application of SDF + KI, provided similar and substantial levels of desensitisation on the permanent MIH molars. When used as a sealing material on non-cavitated permanent MIH molars, the clinical retention rate for SMART was 88.7%, 73.1%, and 66.6% at 1, 2, and 3 years respectively. The caries preventive effect of SMART (SDF + KI + GIC) sealants was superior to SDF + KI application in hypomineralised teeth, however, a long-term monitoring and review is essential due to the gradual decrease in retention of SMART sealants.

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Erbas Unverdi G, Ballikaya E, Cehreli ZC. Clinical comparison of silver diamine fluoride (SDF) or silver-modified atraumatic restorative technique (SMART) on hypo mineralised permanent molars with early diagnosis and management to initial carious lesions: 3-year results of a prospective, Early diagnosis and management to randomised trial. J Dent. 2024;147:105098.

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Meenakshi Lall

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Cite this article.

Lall, M. Is SDF better than the SMART (silver modified atraumatic restorative technique) in the management of molar incisor hypomineralisation molars with initial caries?. Evid Based Dent (2024). https://doi.org/10.1038/s41432-024-01062-y

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Accepted : 02 August 2024

Published : 10 September 2024

DOI : https://doi.org/10.1038/s41432-024-01062-y

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