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  • Guide to Experimental Design | Overview, Steps, & Examples

Guide to Experimental Design | Overview, 5 steps & Examples

Published on December 3, 2019 by Rebecca Bevans . Revised on June 21, 2023.

Experiments are used to study causal relationships . You manipulate one or more independent variables and measure their effect on one or more dependent variables.

Experimental design create a set of procedures to systematically test a hypothesis . A good experimental design requires a strong understanding of the system you are studying.

There are five key steps in designing an experiment:

  • Consider your variables and how they are related
  • Write a specific, testable hypothesis
  • Design experimental treatments to manipulate your independent variable
  • Assign subjects to groups, either between-subjects or within-subjects
  • Plan how you will measure your dependent variable

For valid conclusions, you also need to select a representative sample and control any  extraneous variables that might influence your results. If random assignment of participants to control and treatment groups is impossible, unethical, or highly difficult, consider an observational study instead. This minimizes several types of research bias, particularly sampling bias , survivorship bias , and attrition bias as time passes.

Table of contents

Step 1: define your variables, step 2: write your hypothesis, step 3: design your experimental treatments, step 4: assign your subjects to treatment groups, step 5: measure your dependent variable, other interesting articles, frequently asked questions about experiments.

You should begin with a specific research question . We will work with two research question examples, one from health sciences and one from ecology:

To translate your research question into an experimental hypothesis, you need to define the main variables and make predictions about how they are related.

Start by simply listing the independent and dependent variables .

Research question Independent variable Dependent variable
Phone use and sleep Minutes of phone use before sleep Hours of sleep per night
Temperature and soil respiration Air temperature just above the soil surface CO2 respired from soil

Then you need to think about possible extraneous and confounding variables and consider how you might control  them in your experiment.

Extraneous variable How to control
Phone use and sleep in sleep patterns among individuals. measure the average difference between sleep with phone use and sleep without phone use rather than the average amount of sleep per treatment group.
Temperature and soil respiration also affects respiration, and moisture can decrease with increasing temperature. monitor soil moisture and add water to make sure that soil moisture is consistent across all treatment plots.

Finally, you can put these variables together into a diagram. Use arrows to show the possible relationships between variables and include signs to show the expected direction of the relationships.

Diagram of the relationship between variables in a sleep experiment

Here we predict that increasing temperature will increase soil respiration and decrease soil moisture, while decreasing soil moisture will lead to decreased soil respiration.

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Now that you have a strong conceptual understanding of the system you are studying, you should be able to write a specific, testable hypothesis that addresses your research question.

Null hypothesis (H ) Alternate hypothesis (H )
Phone use and sleep Phone use before sleep does not correlate with the amount of sleep a person gets. Increasing phone use before sleep leads to a decrease in sleep.
Temperature and soil respiration Air temperature does not correlate with soil respiration. Increased air temperature leads to increased soil respiration.

The next steps will describe how to design a controlled experiment . In a controlled experiment, you must be able to:

  • Systematically and precisely manipulate the independent variable(s).
  • Precisely measure the dependent variable(s).
  • Control any potential confounding variables.

If your study system doesn’t match these criteria, there are other types of research you can use to answer your research question.

How you manipulate the independent variable can affect the experiment’s external validity – that is, the extent to which the results can be generalized and applied to the broader world.

First, you may need to decide how widely to vary your independent variable.

  • just slightly above the natural range for your study region.
  • over a wider range of temperatures to mimic future warming.
  • over an extreme range that is beyond any possible natural variation.

Second, you may need to choose how finely to vary your independent variable. Sometimes this choice is made for you by your experimental system, but often you will need to decide, and this will affect how much you can infer from your results.

  • a categorical variable : either as binary (yes/no) or as levels of a factor (no phone use, low phone use, high phone use).
  • a continuous variable (minutes of phone use measured every night).

How you apply your experimental treatments to your test subjects is crucial for obtaining valid and reliable results.

First, you need to consider the study size : how many individuals will be included in the experiment? In general, the more subjects you include, the greater your experiment’s statistical power , which determines how much confidence you can have in your results.

Then you need to randomly assign your subjects to treatment groups . Each group receives a different level of the treatment (e.g. no phone use, low phone use, high phone use).

You should also include a control group , which receives no treatment. The control group tells us what would have happened to your test subjects without any experimental intervention.

When assigning your subjects to groups, there are two main choices you need to make:

  • A completely randomized design vs a randomized block design .
  • A between-subjects design vs a within-subjects design .

Randomization

An experiment can be completely randomized or randomized within blocks (aka strata):

  • In a completely randomized design , every subject is assigned to a treatment group at random.
  • In a randomized block design (aka stratified random design), subjects are first grouped according to a characteristic they share, and then randomly assigned to treatments within those groups.
Completely randomized design Randomized block design
Phone use and sleep Subjects are all randomly assigned a level of phone use using a random number generator. Subjects are first grouped by age, and then phone use treatments are randomly assigned within these groups.
Temperature and soil respiration Warming treatments are assigned to soil plots at random by using a number generator to generate map coordinates within the study area. Soils are first grouped by average rainfall, and then treatment plots are randomly assigned within these groups.

Sometimes randomization isn’t practical or ethical , so researchers create partially-random or even non-random designs. An experimental design where treatments aren’t randomly assigned is called a quasi-experimental design .

Between-subjects vs. within-subjects

In a between-subjects design (also known as an independent measures design or classic ANOVA design), individuals receive only one of the possible levels of an experimental treatment.

In medical or social research, you might also use matched pairs within your between-subjects design to make sure that each treatment group contains the same variety of test subjects in the same proportions.

In a within-subjects design (also known as a repeated measures design), every individual receives each of the experimental treatments consecutively, and their responses to each treatment are measured.

Within-subjects or repeated measures can also refer to an experimental design where an effect emerges over time, and individual responses are measured over time in order to measure this effect as it emerges.

Counterbalancing (randomizing or reversing the order of treatments among subjects) is often used in within-subjects designs to ensure that the order of treatment application doesn’t influence the results of the experiment.

Between-subjects (independent measures) design Within-subjects (repeated measures) design
Phone use and sleep Subjects are randomly assigned a level of phone use (none, low, or high) and follow that level of phone use throughout the experiment. Subjects are assigned consecutively to zero, low, and high levels of phone use throughout the experiment, and the order in which they follow these treatments is randomized.
Temperature and soil respiration Warming treatments are assigned to soil plots at random and the soils are kept at this temperature throughout the experiment. Every plot receives each warming treatment (1, 3, 5, 8, and 10C above ambient temperatures) consecutively over the course of the experiment, and the order in which they receive these treatments is randomized.

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Finally, you need to decide how you’ll collect data on your dependent variable outcomes. You should aim for reliable and valid measurements that minimize research bias or error.

Some variables, like temperature, can be objectively measured with scientific instruments. Others may need to be operationalized to turn them into measurable observations.

  • Ask participants to record what time they go to sleep and get up each day.
  • Ask participants to wear a sleep tracker.

How precisely you measure your dependent variable also affects the kinds of statistical analysis you can use on your data.

Experiments are always context-dependent, and a good experimental design will take into account all of the unique considerations of your study system to produce information that is both valid and relevant to your research question.

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

  • Student’s  t -distribution
  • Normal distribution
  • Null and Alternative Hypotheses
  • Chi square tests
  • Confidence interval
  • Cluster sampling
  • Stratified sampling
  • Data cleansing
  • Reproducibility vs Replicability
  • Peer review
  • Likert scale

Research bias

  • Implicit bias
  • Framing effect
  • Cognitive bias
  • Placebo effect
  • Hawthorne effect
  • Hindsight bias
  • Affect heuristic

Experimental design means planning a set of procedures to investigate a relationship between variables . To design a controlled experiment, you need:

  • A testable hypothesis
  • At least one independent variable that can be precisely manipulated
  • At least one dependent variable that can be precisely measured

When designing the experiment, you decide:

  • How you will manipulate the variable(s)
  • How you will control for any potential confounding variables
  • How many subjects or samples will be included in the study
  • How subjects will be assigned to treatment levels

Experimental design is essential to the internal and external validity of your experiment.

The key difference between observational studies and experimental designs is that a well-done observational study does not influence the responses of participants, while experiments do have some sort of treatment condition applied to at least some participants by random assignment .

A confounding variable , also called a confounder or confounding factor, is a third variable in a study examining a potential cause-and-effect relationship.

A confounding variable is related to both the supposed cause and the supposed effect of the study. It can be difficult to separate the true effect of the independent variable from the effect of the confounding variable.

In your research design , it’s important to identify potential confounding variables and plan how you will reduce their impact.

In a between-subjects design , every participant experiences only one condition, and researchers assess group differences between participants in various conditions.

In a within-subjects design , each participant experiences all conditions, and researchers test the same participants repeatedly for differences between conditions.

The word “between” means that you’re comparing different conditions between groups, while the word “within” means you’re comparing different conditions within the same group.

An experimental group, also known as a treatment group, receives the treatment whose effect researchers wish to study, whereas a control group does not. They should be identical in all other ways.

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Imagine you are in a laboratory. You are exploring the

Last updated: 7/27/2022

Imagine you are in a laboratory. You are exploring the

Imagine you are in a laboratory. You are exploring the following reaction: A+B -->C When the product C is created, bubbles form. When 10mL of A is added to 10mL of B, the reaction takes twenty seconds. Your teacher gives you three unknown substances (X, Y, and Z), one of which is a catalyst for the reaction. Design an experiment to test substances X, Y, and Z to determine which one is a catalyst for the reaction.

  • Secondary School

Imagine you are in a laboratory. You are exploring the following reaction: A + B → C When the product C is created, bubbles form. When 10mL of A is added to 10mL of B, the reaction takes twenty seconds. Your teacher gives you three unknown substances (X, Y, and Z), one of which is a catalyst for the reaction. Design an experiment to test substances X, Y, and Z to determine which one is a catalyst for the

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We have to find catalyst gor reaction

A + B --> C, therefore to find which of the unknown substances (X, Y, and Z) is the catalyst reaction we simply have to do the following:

A + B + X --> C

A + B + Y --> C

A + B + Z --> C

The reaction that produces C much faster than our original reaction A + B --> C will be our catalyst.

The reason being that one of the substances will increase the rate of the chemical reaction.

I hope this will help you

Which of the following did you include in your response? Check all that apply.

Prepare three test tubes containing reactant A.

Prepare three test tubes containing reactant B.

Add one test tube of reactant B and one unknown to one test tube of reactant A. Repeat for the other two unknowns.

Time the reaction until bubbling stops.

The unknown that causes the reaction to occur the quickest is the catalyst.

Explanation:

this is what is required in the answer

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    A student designs an experiment to test substances X, Y, and Z, to determine which one is a catalyst for the reaction: A + B ® C. Only one of the unknown substances is a catalyst, and the others are nonreactive with A, B, or C. When 10 mL of A is added to 10 mL of B, the reaction takes twenty seconds. Bubbles form when the product C is created.

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    A student designs an experiment to test substances X, Y, and Z, to determine which one is a catalyst for the reaction: A + B ® C. Only one of the unknown substances is a catalyst, and the others are nonreactive with A, B, or C. When 10 mL of A is added to 10 mL of B, the reaction takes twenty seconds. Bubbles form when the product C is created.

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  7. Guide to Experimental Design

    Table of contents. Step 1: Define your variables. Step 2: Write your hypothesis. Step 3: Design your experimental treatments. Step 4: Assign your subjects to treatment groups. Step 5: Measure your dependent variable. Other interesting articles. Frequently asked questions about experiments.

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